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05-10 18:19

😂 another tweet n clueless just buy in. Even if it is true, do you know what how many and the profit?? No wonder the stock market guru didn't even buy a single Tesla

Tesla to Spend More Than $500 Million to Expand Supercharger Network, Musk Says. The Stock Rises

05-06

😂 the Guru is a value investor.... why would he even invest Tesla now??? Keep dreaming 😃

Berkshire Hathaway Has $189 Billion in Cash. Elon Musk Has an Idea Where Warren Buffett Should Spend It

05-05

Because just a few weeks ago he said NIO is a gone case... now that NIO is recovering back, he got to say something to justify... another just say without any concrete data to back... what a load of crap!!

NIO Stock Outlook: Why Investors Should Tread Carefully Despite Impressive Delivery Numbers

05-03

That's why he said wow. 😂 This is how sentiment works!! Baba buy back at 25b n shares still the same while Mr Musk just talked about future China plans and the shares went wild.. Be very careful on just words n no actions plans or future plans...

Elon Musk Wowed By Apple's Biggest Stock Buyback — Will Tesla Follow Suit Or Remain Stuck In "Category 5" Storm?

05-02

Hope not many follow your disagreement on this

Sorry, the original content has been removed

05-02

I am Thinking now the prata analysis from seeking alpha would have regretted what he had written earlier that NIO is a lost stock....

Hong Kong Shares of China's NIO Hit 6-Week Peak on Strong April Delivery

04-30

What is Tesla intrinsic value and its P/E? 🤔 Be careful and do your homework... don't let the FOMO catch you!

Tesla: Far From Overvalued Even When Excluding Robotaxi And Optimus

04-25

if your argument is correct, that means only one brand can survive 😂 If that's so, how come there are so many automakers in the world?? What a load of crap!!

NIO: Business Model Looks Unsustainable

04-25

😂 like that also can... prata 🤴 😃

Can Tesla Escape Its Troubles?

04-17

😂

Tesla Asks Investors to Approve Musk’s $56 Billion Pay Again

04-17

Just starting to thwart.. would be at 100 😃

Tesla’s Value Dips Below $500 Billion in Blow to Stock Bulls

03-27

Time passes quickly

03-19

Because they knew that no more rate hike and the interest rate will go down real soon... trying to catch the first train 😃

Why Earnings Growth, Not the Fed's Interest-Rate Policy, Is Driving U.S. Stocks

03-15

I bought it at $100 n sold it at $180... will buy it again at $100

Tesla’s Tumble: Why TSLA Stock Could Fall to $100, and When to Buy

03-14

Every Author has his/her own agenda. Read but do your own due.. this stock intrinsic value is only 1.91USD to 7.73USD which means??? 🤔

Palantir: Why I Am Not Selling

03-12

Time to keep buying! But beware of correction even though it's a bull!!

03-12

$BABA 20240315 70.0 PUT$

02-23

lock in the profit!! 👏🏻

Cathie Wood's Ark Offloads Nvidia Stock Worth $4M Despite Post-Earnings Rally

02-09

😜

3 Reasons Why It's Time to Hit the Brakes on NIO Stock

01-17

😂, he can't wait to dispose more of the shares for $$

Ross Gerber Says Elon Musk Should Buy Tesla Stock "Like Rest Of Us" If He Wants 25% Voting Rights

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another tweet n clueless just buy in. Even if it is true, do you know what how many and the profit?? No wonder the stock market guru didn't even buy a single Tesla","listText":"😂 another tweet n clueless just buy in. Even if it is true, do you know what how many and the profit?? No wonder the stock market guru didn't even buy a single Tesla","text":"😂 another tweet n clueless just buy in. Even if it is true, do you know what how many and the profit?? No wonder the stock market guru didn't even buy a single Tesla","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":0,"commentSize":0,"repostSize":0,"link":"https://ttm.financial/post/304393421181096","repostId":"2434833161","repostType":2,"repost":{"id":"2434833161","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":1715335159,"share":"https://www.laohu8.com/m/news/2434833161?lang=&edition=full","pubTime":"2024-05-10 17:59","market":"hk","language":"en","title":"Tesla to Spend More Than $500 Million to Expand Supercharger Network, Musk Says. The Stock Rises","url":"https://stock-news.laohu8.com/highlight/detail?id=2434833161","media":"Dow Jones","summary":"Tesla stock was rising in premarket trading Friday after CEO Elon Musk said the electric-vehicle company would be spending \"well over\" $500 million to expand its Supercharger network.In a post Friday on his social media platform X, Musk said Tesla would be creating \"thousands of NEW chargers this year. That's just on new sites and expansions, not counting operations costs, which are much higher.\". 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That&#39;s just on new sites and expansions, not counting operations costs, which are much higher.&#34;</p><p>The announcement from Musk follows reports last week that said Tesla was cutting its Supercharger team of around 500 people.</p><p>The gains for Tesla Friday put the stock on track to halt three consecutive down days.</p><p>Shares rose nearly 1% in premarket trading to $173.64, while S&amp;P 500 and Nasdaq Composite futures both were rising 0.4%.</p><p class=\"t-img-caption\"><img src=\"https://community-static.tradeup.com/news/b3e78f41a929931b2553da8e83bff51d\" tg-width=\"783\" tg-height=\"619\"/></p><p>Coming into Friday, Tesla stock has fallen about 5% for the week with drops on Tuesday, Wednesday, and Thursday.</p><p>Investors have had to deal with a little bit of everything this week. On Thursday, a former Tesla employee wrote on LinkedIn that recent layoffs could erode the company&#39;s culture. On Wednesday, Reuters reported that the Justice Department was looking at Tesla&#39;s marketing of its driver-assistance systems. On Monday, the National Traffic Highway Safety Administration sent a letter to Tesla requesting information about 20 vehicles that might have been involved in accidents with driver-assistance systems turned on.</p><p>There&#39;s been a lot to digest, resulting in the stock giving up some recent gains. Through Thursday, Tesla shares were up 21% from the 52-week closing low reached on April 22, just before Tesla reported better-than-feared earnings the next. That has left shares down about 31% this year.</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>Tesla to Spend More Than $500 Million to Expand Supercharger Network, Musk Says. 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The Stock Rises\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\">2024-05-10 17:59</p>\n</div>\n\n</div>\n\n\n</h4>\n\n</header>\n<article>\n<html><head></head><body><p>Tesla stock was rising in premarket trading Friday after CEO Elon Musk said the electric-vehicle company would be spending &#34;well over&#34; $500 million to expand its Supercharger network.</p><p>In a post Friday on his social media platform X, Musk said Tesla would be creating &#34;thousands of NEW chargers this year. That&#39;s just on new sites and expansions, not counting operations costs, which are much higher.&#34;</p><p>The announcement from Musk follows reports last week that said Tesla was cutting its Supercharger team of around 500 people.</p><p>The gains for Tesla Friday put the stock on track to halt three consecutive down days.</p><p>Shares rose nearly 1% in premarket trading to $173.64, while S&amp;P 500 and Nasdaq Composite futures both were rising 0.4%.</p><p class=\"t-img-caption\"><img src=\"https://community-static.tradeup.com/news/b3e78f41a929931b2553da8e83bff51d\" tg-width=\"783\" tg-height=\"619\"/></p><p>Coming into Friday, Tesla stock has fallen about 5% for the week with drops on Tuesday, Wednesday, and Thursday.</p><p>Investors have had to deal with a little bit of everything this week. On Thursday, a former Tesla employee wrote on LinkedIn that recent layoffs could erode the company&#39;s culture. On Wednesday, Reuters reported that the Justice Department was looking at Tesla&#39;s marketing of its driver-assistance systems. On Monday, the National Traffic Highway Safety Administration sent a letter to Tesla requesting information about 20 vehicles that might have been involved in accidents with driver-assistance systems turned on.</p><p>There&#39;s been a lot to digest, resulting in the stock giving up some recent gains. Through Thursday, Tesla shares were up 21% from the 52-week closing low reached on April 22, just before Tesla reported better-than-feared earnings the next. That has left shares down about 31% this year.</p></body></html>\n\n</article>\n</div>\n</body>\n</html>\n","type":0,"thumbnail":"","relate_stocks":{"BK4511":"特斯拉概念","LU0943347566.SGD":"安联收益及增长平衡基金AM H2-SGD","LU1720051108.HKD":"ALLIANZ GLOBAL ARTIFICIAL INTELLIGENCE \"AT\" (HKD) ACC","BK4099":"汽车制造商","BK4548":"巴美列捷福持仓","LU2357305700.SGD":"Allianz Global Artificial Intelligence ET 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","LU1429558221.USD":"Natixis Loomis Sayles US Growth Equity RA USD","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","LU0056508442.USD":"贝莱德世界科技基金A2","LU0719512351.SGD":"JPMorgan Funds - US Technology A (acc) SGD","BK4592":"伊斯兰概念","IE00B1XK9C88.USD":"PINEBRIDGE US LARGE CAP RESEARCH ENHANCED \"A\" (USD) ACC","LU2249611893.SGD":"BNP PARIBAS ENERGY TRANSITION \"CRH\" (SGD) ACC","BK4585":"ETF&股票定投概念","LU1914381329.SGD":"Allianz Best Styles Global Equity Cl ET Acc H2-SGD","BK4534":"瑞士信贷持仓","LU0234572021.USD":"高盛美国核心股票组合Acc","LU0820561909.HKD":"ALLIANZ INCOME AND GROWTH \"AM\" (HKD) INC","IE00BSNM7G36.USD":"NEUBERGER BERMAN SYSTEMATIC GLOBAL SUSTAINABLE VALUE \"A\" (USD) ACC","LU0820562030.AUD":"ALLIANZ INCOME AND GROWTH \"AMH2\" (AUDHDG) H2 INC","BK4555":"新能源车","LU2063271972.USD":"富兰克林创新领域基金","LU2756315664.SGD":"ALLIANZ INCOME AND GROWTH \"AMI\" (SGDHDG) INC","TSLA":"特斯拉","LU0823414478.USD":"法巴经典能源转换基金","IE00BWXC8680.SGD":"PINEBRIDGE US LARGE CAP RESEARCH ENHANCED \"A5\" (SGD) ACC","BK4527":"明星科技股","LU0097036916.USD":"贝莱德美国增长A2 USD","LU2326559502.SGD":"Natixis Loomis Sayles US Growth Equity P/A SGD-H","BK4550":"红杉资本持仓","LU1852331112.SGD":"Blackrock World Technology Fund A2 SGD-H","BK4588":"碎股","LU0198837287.USD":"UBS (LUX) EQUITY SICAV - USA GROWTH \"P\" (USD) ACC","LU1720051017.SGD":"Allianz Global Artificial Intelligence AT Acc H2-SGD","LU0316494557.USD":"FRANKLIN GLOBAL FUNDAMENTAL STRATEGIES \"A\" ACC","LU1861215975.USD":"贝莱德新一代科技基金 A2","TSLL":"Direxion Daily TSLA Bull 2X Shares","LU1861558580.USD":"日兴方舟颠覆性创新基金B","LU1548497426.USD":"安联环球人工智能AT Acc","BK4574":"无人驾驶","BK4551":"寇图资本持仓","LU1861220033.SGD":"Blackrock Next Generation Technology A2 SGD-H","LU1551013425.SGD":"Allianz Income and Growth Cl AMg2 DIS H2-SGD","LU2602419157.SGD":"HSBC ISLAMIC GLOBAL EQUITY INDEX \"AC\" (SGD) ACC","BK4581":"高盛持仓"},"source_url":"https://dowjonesnews.com/newdjn/logon.aspx?AL=N","is_english":true,"share_image_url":"https://static.laohu8.com/e9f99090a1c2ed51c021029395664489","article_id":"2434833161","content_text":"Tesla stock was rising in premarket trading Friday after CEO Elon Musk said the electric-vehicle company would be spending \"well over\" $500 million to expand its Supercharger network.In a post Friday on his social media platform X, Musk said Tesla would be creating \"thousands of NEW chargers this year. That's just on new sites and expansions, not counting operations costs, which are much higher.\"The announcement from Musk follows reports last week that said Tesla was cutting its Supercharger team of around 500 people.The gains for Tesla Friday put the stock on track to halt three consecutive down days.Shares rose nearly 1% in premarket trading to $173.64, while S&P 500 and Nasdaq Composite futures both were rising 0.4%.Coming into Friday, Tesla stock has fallen about 5% for the week with drops on Tuesday, Wednesday, and Thursday.Investors have had to deal with a little bit of everything this week. On Thursday, a former Tesla employee wrote on LinkedIn that recent layoffs could erode the company's culture. On Wednesday, Reuters reported that the Justice Department was looking at Tesla's marketing of its driver-assistance systems. On Monday, the National Traffic Highway Safety Administration sent a letter to Tesla requesting information about 20 vehicles that might have been involved in accidents with driver-assistance systems turned on.There's been a lot to digest, resulting in the stock giving up some recent gains. Through Thursday, Tesla shares were up 21% from the 52-week closing low reached on April 22, just before Tesla reported better-than-feared earnings the next. That has left shares down about 31% this year.","news_type":1},"isVote":1,"tweetType":1,"viewCount":134,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"EN","totalScore":0},{"id":303003261575192,"gmtCreate":1715011004260,"gmtModify":1715011008816,"author":{"id":"4088135301967120","authorId":"4088135301967120","name":"King19","avatar":"https://static.laohu8.com/default-avatar.jpg","crmLevel":6,"crmLevelSwitch":0},"themes":[],"htmlText":"😂 the Guru is a value investor.... why would he even invest Tesla now??? Keep dreaming 😃&nbsp;","listText":"😂 the Guru is a value investor.... why would he even invest Tesla now??? Keep dreaming 😃&nbsp;","text":"😂 the Guru is a value investor.... why would he even invest Tesla now??? Keep dreaming 😃","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":5,"commentSize":0,"repostSize":0,"link":"https://ttm.financial/post/303003261575192","repostId":"2433171074","repostType":2,"repost":{"id":"2433171074","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":1715008844,"share":"https://www.laohu8.com/m/news/2433171074?lang=&edition=full","pubTime":"2024-05-06 23:20","market":"hk","language":"en","title":"Berkshire Hathaway Has $189 Billion in Cash. Elon Musk Has an Idea Where Warren Buffett Should Spend It","url":"https://stock-news.laohu8.com/highlight/detail?id=2433171074","media":"Dow Jones","summary":"The latest results from Berkshire Hathaway shows that the conglomerate had nearly $200 billion - $189 billion, to be precise -in cash at the end of the first quarter.That's after Warren Buffett and co. trimmed its stake in giants including Apple and Chevron. \"We only swing at pitches we like,\" Buffett said this weekend.Elon Musk has an idea on how some of that Berkshire Hathaway  cash can be deployed - Tesla , which of course is the company he runs. \"He should take a position in Tesla. It's an obvious move,\" said Musk in a message on the social media service X, which he owns.Musk didn't explain why it would be obvious. Buffett, and his late partner, Charlie Munger, have praised the world's third-wealthiest billionaire previously. \"What Tesla has done in the car business is a minor miracle,\" said Munger.Tesla's financials are not the sort, however, to typically attract Buffett.","content":"<html><head></head><body><p>The latest results from Berkshire Hathaway shows that the conglomerate had nearly $200 billion - $189 billion, to be precise -in cash at the end of the first quarter.</p><p>That&#39;s after Warren Buffett and co. trimmed its stake in giants including Apple and Chevron. &#34;We only swing at pitches we like,&#34; Buffett said this weekend.</p><p>Elon Musk has an idea on how some of that Berkshire Hathaway <a href=\"https://laohu8.com/S/BRK.B\">$(BRK.B)$</a> cash can be deployed - Tesla <a href=\"https://laohu8.com/S/TSLA\">$(TSLA)$</a>, which of course is the company he runs. &#34;He should take a position in Tesla. It&#39;s an obvious move,&#34; said Musk in a message on the social media service X, which he owns.</p><p>Musk didn&#39;t explain why it would be obvious. Buffett, and his late partner, Charlie Munger, have praised the world&#39;s third-wealthiest billionaire previously. &#34;What Tesla has done in the car business is a minor miracle,&#34; said Munger.</p><p>Tesla&#39;s financials are not the sort, however, to typically attract Buffett.</p><p>According to FactSet, Tesla trades at 66 times next year&#39;s earnings, at 9 times book and 57 times cash flow, which compared to Tesla&#39;s own history is significantly cheaper than its highs but elevated compared to other companies in the field. The second-biggest automaker by market cap, Toyota <a href=\"https://laohu8.com/S/TM\">$(TM)$</a>, trades at 10 times next year&#39;s earnings, a little more than 1 times book and 11 times cash flow.</p><p>Musk has previously recalled meeting Munger - in one message, saying the meeting was in late 2008, in another, saying it was in 2009.</p><p>&#34;I was at a lunch with Munger in 2009 where he told the whole table all the ways Tesla would fail,&#34; said Musk. &#34;Made me quite sad, but I told him I agreed with all those reasons &amp; that we would probably die, but it was worth trying anyway.&#34;</p><p>Tesla shares have dropped 27% this year even after rallying 29% from its late April lows.</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>Berkshire Hathaway Has $189 Billion in Cash. Elon Musk Has an Idea Where Warren Buffett Should Spend It</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\">\nBerkshire Hathaway Has $189 Billion in Cash. Elon Musk Has an Idea Where Warren Buffett Should Spend It\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\">2024-05-06 23:20</p>\n</div>\n\n</div>\n\n\n</h4>\n\n</header>\n<article>\n<html><head></head><body><p>The latest results from Berkshire Hathaway shows that the conglomerate had nearly $200 billion - $189 billion, to be precise -in cash at the end of the first quarter.</p><p>That&#39;s after Warren Buffett and co. trimmed its stake in giants including Apple and Chevron. &#34;We only swing at pitches we like,&#34; Buffett said this weekend.</p><p>Elon Musk has an idea on how some of that Berkshire Hathaway <a href=\"https://laohu8.com/S/BRK.B\">$(BRK.B)$</a> cash can be deployed - Tesla <a href=\"https://laohu8.com/S/TSLA\">$(TSLA)$</a>, which of course is the company he runs. &#34;He should take a position in Tesla. It&#39;s an obvious move,&#34; said Musk in a message on the social media service X, which he owns.</p><p>Musk didn&#39;t explain why it would be obvious. Buffett, and his late partner, Charlie Munger, have praised the world&#39;s third-wealthiest billionaire previously. &#34;What Tesla has done in the car business is a minor miracle,&#34; said Munger.</p><p>Tesla&#39;s financials are not the sort, however, to typically attract Buffett.</p><p>According to FactSet, Tesla trades at 66 times next year&#39;s earnings, at 9 times book and 57 times cash flow, which compared to Tesla&#39;s own history is significantly cheaper than its highs but elevated compared to other companies in the field. The second-biggest automaker by market cap, Toyota <a href=\"https://laohu8.com/S/TM\">$(TM)$</a>, trades at 10 times next year&#39;s earnings, a little more than 1 times book and 11 times cash flow.</p><p>Musk has previously recalled meeting Munger - in one message, saying the meeting was in late 2008, in another, saying it was in 2009.</p><p>&#34;I was at a lunch with Munger in 2009 where he told the whole table all the ways Tesla would fail,&#34; said Musk. &#34;Made me quite sad, but I told him I agreed with all those reasons &amp; that we would probably die, but it was worth trying anyway.&#34;</p><p>Tesla shares have dropped 27% this year even after rallying 29% from its late April lows.</p></body></html>\n\n</article>\n</div>\n</body>\n</html>\n","type":0,"thumbnail":"","relate_stocks":{"LU0256863811.USD":"ALLIANZ US EQUITY \"A\" INC","LU1201861249.SGD":"Natixis Harris Associates US Equity PA SGD-H","LU0348723411.USD":"ALLIANZ GLOBAL HI-TECH GROWTH \"A\" (USD) INC","LU0980610538.SGD":"Natixis Harris Associates US Equity RA SGD-H","BK4548":"巴美列捷福持仓","IE00B775SV38.USD":"NEUBERGER BERMAN US MULTICAP OPPORTUNITIES \"A\" (USD) ACC","LU0943347566.SGD":"安联收益及增长平衡基金AM H2-SGD","LU1429558221.USD":"Natixis Loomis Sayles US Growth Equity RA USD","LU0234570918.USD":"高盛全球核心股票组合Acc Close","IE00B3S45H60.SGD":"Neuberger Berman US Multicap Opportunities A Acc SGD-H","LU2357305700.SGD":"Allianz Global Artificial Intelligence ET H2-SGD","LU1861559042.SGD":"日兴方舟颠覆性创新基金B SGD","LU0417517546.SGD":"Allianz US Equity Cl AT Acc SGD","LU0053666078.USD":"摩根大通基金-美国股票A（离岸）美元","LU0823411888.USD":"法巴消费创新基金 Cap","LU1435385759.SGD":"Natixis Loomis Sayles US Growth Equity RA SGD-H","BK4592":"伊斯兰概念","LU0082616367.USD":"摩根大通美国科技A（dist）","LU1551013342.USD":"Allianz Income and Growth Cl AMg2 DIS USD","IE00B1XK9C88.USD":"PINEBRIDGE US LARGE CAP RESEARCH ENHANCED \"A\" (USD) ACC","BK4534":"瑞士信贷持仓","LU2249611893.SGD":"BNP PARIBAS ENERGY TRANSITION \"CRH\" (SGD) ACC","BK4533":"AQR资本管理(全球第二大对冲基金)","IE00BKDWB100.SGD":"PINEBRIDGE US LARGE CAP RESEARCH ENHANCED \"A5H\" (SGDHDG) ACC","IE00BSNM7G36.USD":"NEUBERGER BERMAN SYSTEMATIC GLOBAL SUSTAINABLE VALUE \"A\" (USD) ACC","LU1914381329.SGD":"Allianz Best Styles Global Equity Cl ET Acc H2-SGD","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","LU0251142724.SGD":"Fidelity America A-SGD","BK4527":"明星科技股","LU0823414478.USD":"法巴经典能源转换基金","IE00BWXC8680.SGD":"PINEBRIDGE US LARGE CAP RESEARCH ENHANCED \"A5\" (SGD) ACC","BRK.B":"伯克希尔B","LU0130102774.USD":"Natixis Harris Associates US Equity RA USD","BK4588":"碎股","BRK.A":"伯克希尔","LU1720051017.SGD":"Allianz Global Artificial Intelligence AT Acc H2-SGD","IE00B1BXHZ80.USD":"Legg Mason ClearBridge - US Appreciation A Acc USD","LU1852331112.SGD":"Blackrock World Technology Fund A2 SGD-H","LU0648001328.SGD":"Natixis Harris Associates US Equity RA SGD","BK4574":"无人驾驶","LU0198837287.USD":"UBS (LUX) EQUITY SICAV - USA GROWTH \"P\" (USD) ACC","LU0316494557.USD":"FRANKLIN GLOBAL FUNDAMENTAL STRATEGIES \"A\" ACC","TSLA":"特斯拉","LU1548497426.USD":"安联环球人工智能AT Acc","LU1074936037.SGD":"JPMorgan Funds - US Value A (acc) SGD","BK4581":"高盛持仓","LU1551013425.SGD":"Allianz Income and Growth Cl AMg2 DIS H2-SGD"},"source_url":"https://dowjonesnews.com/newdjn/logon.aspx?AL=N","is_english":true,"share_image_url":"https://static.laohu8.com/e9f99090a1c2ed51c021029395664489","article_id":"2433171074","content_text":"The latest results from Berkshire Hathaway shows that the conglomerate had nearly $200 billion - $189 billion, to be precise -in cash at the end of the first quarter.That's after Warren Buffett and co. trimmed its stake in giants including Apple and Chevron. \"We only swing at pitches we like,\" Buffett said this weekend.Elon Musk has an idea on how some of that Berkshire Hathaway $(BRK.B)$ cash can be deployed - Tesla $(TSLA)$, which of course is the company he runs. \"He should take a position in Tesla. It's an obvious move,\" said Musk in a message on the social media service X, which he owns.Musk didn't explain why it would be obvious. Buffett, and his late partner, Charlie Munger, have praised the world's third-wealthiest billionaire previously. \"What Tesla has done in the car business is a minor miracle,\" said Munger.Tesla's financials are not the sort, however, to typically attract Buffett.According to FactSet, Tesla trades at 66 times next year's earnings, at 9 times book and 57 times cash flow, which compared to Tesla's own history is significantly cheaper than its highs but elevated compared to other companies in the field. The second-biggest automaker by market cap, Toyota $(TM)$, trades at 10 times next year's earnings, a little more than 1 times book and 11 times cash flow.Musk has previously recalled meeting Munger - in one message, saying the meeting was in late 2008, in another, saying it was in 2009.\"I was at a lunch with Munger in 2009 where he told the whole table all the ways Tesla would fail,\" said Musk. \"Made me quite sad, but I told him I agreed with all those reasons & that we would probably die, but it was worth trying anyway.\"Tesla shares have dropped 27% this year even after rallying 29% from its late April lows.","news_type":1},"isVote":1,"tweetType":1,"viewCount":1,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"EN","totalScore":0},{"id":302659087118552,"gmtCreate":1714910893630,"gmtModify":1714910897707,"author":{"id":"4088135301967120","authorId":"4088135301967120","name":"King19","avatar":"https://static.laohu8.com/default-avatar.jpg","crmLevel":6,"crmLevelSwitch":0},"themes":[],"htmlText":"Because just a few weeks ago he said NIO is a gone case... now that NIO is recovering back, he got to say something to justify... another just say without any concrete data to back... what a load of crap!!","listText":"Because just a few weeks ago he said NIO is a gone case... now that NIO is recovering back, he got to say something to justify... another just say without any concrete data to back... what a load of crap!!","text":"Because just a few weeks ago he said NIO is a gone case... now that NIO is recovering back, he got to say something to justify... another just say without any concrete data to back... what a load of crap!!","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":10,"commentSize":0,"repostSize":0,"link":"https://ttm.financial/post/302659087118552","repostId":"2432792199","repostType":2,"repost":{"id":"2432792199","pubTimestamp":1714907013,"share":"https://www.laohu8.com/m/news/2432792199?lang=&edition=full","pubTime":"2024-05-05 19:03","market":"us","language":"en","title":"NIO Stock Outlook: Why Investors Should Tread Carefully Despite Impressive Delivery Numbers","url":"https://stock-news.laohu8.com/highlight/detail?id=2432792199","media":"InvestorPlace","summary":"The Chinese EV sector has been ravaged over the past year, and NIO stock hasn't been immune to this drawdown, but there are catalysts here.","content":"<html><head></head><body><ul style=\"\"><li><p>Shares of Chinese EV maker <strong>Nio </strong>(<strong>NIO</strong>) stock are skyrocketing after the company reported strong deliveries numbers.</p></li><li><p>This has some investors repositioning their portfolios toward this company, and its peers, in the Chinese EV market.</p></li><li><p>Despite obstacles, a bullish thesis is forming for these names.</p></li></ul><p class=\"t-img-caption\"><img src=\"https://community-static.tradeup.com/news/e84a47955c29fe10adb6f613742afccc\" alt=\"Source: Robert Way / Shutterstock.com\" title=\"Source: Robert Way / Shutterstock.com\" tg-width=\"768\" tg-height=\"432\"/><span>Source: Robert Way / Shutterstock.com</span></p><p><strong>Nio</strong> stock has been a high-flyer in recent days, soaring more than 11% as investors priced in tail winds from excellent delivery growth in April. The Chinese EV company outperformed other EV manufacturers, with 15,620 deliveries. Delivery numbers increased by 134.6% YoY and 31.64% from March. </p><p>The EV company has again shown resilience, but is the stock worth investors’ attention and confidence? Let’s dive in.</p><h2 id=\"id_155875984\">Excellent Delivery Growth</h2><p>Nio currently offers eight car models, including five SUVs and three sedans. The most recently announced ET9 sedan will start its deliveries in Q1 2025.</p><p>From January to April, Nio has delivered over 45,000 vehicles, showing a 21.15% increase year-over-year. Moreover, as of April, Nio reached 495,267 units delivered since its launch, nearing its goal of 500,000 units to be delivered. </p><p>NIO stock has continued to outperform in recent sessions, outpacing the moves seen in the <strong>S&amp;P 500</strong> and <strong>Nasdaq</strong>.</p><p>Compared to competitors, Nio is performing well, and its recent deliveries growth acceleration speaks to a potential bifurcation building among certain. Chinese EV names.</p><h2 id=\"id_1461406715\">Ongoing Trials on Solid-State Batteries</h2><p>Aside from strong deliveries numbers, Nio’s focus on semi-solid-state battery packs is worth considering. This is a high-growth potential sector for investors looking to own a slice of the future of battery technology.</p><p>Removing the liquid substrate from battery development could lead to much faster charging batteries that are safer and carry more range.</p><p>Nio appears to be a key player in the development of such batteries, which means the company could benefit from a broader trend in this space, rather than being viewed as a niche manufacturer.</p><p>The company recently announced it introduced its new battery technology to the Chinese market, with a full rollout planned after May. These semi-solid-state packs will be accessible to customers throughout May 2024 on Weibo.</p><p>This move will boost NIO stock as users test the new tech, potentially driving its climb. Nio’s innovative approach aims to prove resilience against larger automakers.</p><h2 id=\"id_3925452654\">Be Careful with NIO Stock Right Now</h2><p>Nio has seen an impressive surge recently, and this momentum may propel certain investors to step into this name.</p><p>I think NIO stock is one of the most difficult to assess right now. On the one hand, China’s EV market is impressive, and analyst expectations for Nio to produce 18% revenue growth to $9.1 billion over the next year makes the stock look like an interesting bet on a price-sales basis (investors are paying roughly 1-times forward sales).</p><p>That said, for those looking to build a position, I think dollar cost averaging in may be a better move than diving in with both feet. We’ve seen the sort of momentum that can build around Chinese stocks over long periods of time. It’s not clear to me that this downtrend is broken just yet.</p></body></html>","source":"investorplace_stock_picks","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 Stock Outlook: Why Investors Should Tread Carefully Despite Impressive Delivery Numbers</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 Stock Outlook: Why Investors Should Tread Carefully Despite Impressive Delivery Numbers\n</h2>\n\n<h4 class=\"meta\">\n\n\n2024-05-05 19:03 GMT+8&nbsp;&nbsp;&nbsp;<a href=https://investorplace.com/2024/05/nio-stock-outlook-why-investors-should-tread-carefully-despite-impressive-delivery-numbers/><strong>InvestorPlace</strong></a>\n\n\n</h4>\n\n</header>\n<article>\n<div>\n<p>Shares of Chinese EV maker Nio (NIO) stock are skyrocketing after the company reported strong deliveries numbers.This has some investors repositioning their portfolios toward this company, and its ...</p>\n\n<a href=\"https://investorplace.com/2024/05/nio-stock-outlook-why-investors-should-tread-carefully-despite-impressive-delivery-numbers/\">Web Link</a>\n\n</div>\n\n\n</article>\n</div>\n</body>\n</html>\n","type":0,"thumbnail":"","relate_stocks":{"NIO.SI":"蔚来","09866":"蔚来-SW","BK4532":"文艺复兴科技持仓","BK4531":"中概回港概念","LU0708995583.HKD":"TEMPLETON CHINA \"A\" (HKD) ACC","BK4534":"瑞士信贷持仓","BK4585":"ETF&股票定投概念","BK4555":"新能源车","BK4211":"区域性银行","BK4509":"腾讯概念","BK4588":"碎股","BK4526":"热门中概股","BK4574":"无人驾驶","BK4505":"高瓴资本持仓","BK4581":"高盛持仓","LU0320764599.SGD":"FTIF - Templeton China A Acc SGD","BK4504":"桥水持仓","LU0052750758.USD":"富兰克林中国基金A Acc","BK4099":"汽车制造商","BK4548":"巴美列捷福持仓","NIO":"蔚来"},"source_url":"https://investorplace.com/2024/05/nio-stock-outlook-why-investors-should-tread-carefully-despite-impressive-delivery-numbers/","is_english":true,"share_image_url":"https://static.laohu8.com/e9f99090a1c2ed51c021029395664489","article_id":"2432792199","content_text":"Shares of Chinese EV maker Nio (NIO) stock are skyrocketing after the company reported strong deliveries numbers.This has some investors repositioning their portfolios toward this company, and its peers, in the Chinese EV market.Despite obstacles, a bullish thesis is forming for these names.Source: Robert Way / Shutterstock.comNio stock has been a high-flyer in recent days, soaring more than 11% as investors priced in tail winds from excellent delivery growth in April. The Chinese EV company outperformed other EV manufacturers, with 15,620 deliveries. Delivery numbers increased by 134.6% YoY and 31.64% from March. The EV company has again shown resilience, but is the stock worth investors’ attention and confidence? Let’s dive in.Excellent Delivery GrowthNio currently offers eight car models, including five SUVs and three sedans. The most recently announced ET9 sedan will start its deliveries in Q1 2025.From January to April, Nio has delivered over 45,000 vehicles, showing a 21.15% increase year-over-year. Moreover, as of April, Nio reached 495,267 units delivered since its launch, nearing its goal of 500,000 units to be delivered. NIO stock has continued to outperform in recent sessions, outpacing the moves seen in the S&P 500 and Nasdaq.Compared to competitors, Nio is performing well, and its recent deliveries growth acceleration speaks to a potential bifurcation building among certain. Chinese EV names.Ongoing Trials on Solid-State BatteriesAside from strong deliveries numbers, Nio’s focus on semi-solid-state battery packs is worth considering. This is a high-growth potential sector for investors looking to own a slice of the future of battery technology.Removing the liquid substrate from battery development could lead to much faster charging batteries that are safer and carry more range.Nio appears to be a key player in the development of such batteries, which means the company could benefit from a broader trend in this space, rather than being viewed as a niche manufacturer.The company recently announced it introduced its new battery technology to the Chinese market, with a full rollout planned after May. These semi-solid-state packs will be accessible to customers throughout May 2024 on Weibo.This move will boost NIO stock as users test the new tech, potentially driving its climb. Nio’s innovative approach aims to prove resilience against larger automakers.Be Careful with NIO Stock Right NowNio has seen an impressive surge recently, and this momentum may propel certain investors to step into this name.I think NIO stock is one of the most difficult to assess right now. On the one hand, China’s EV market is impressive, and analyst expectations for Nio to produce 18% revenue growth to $9.1 billion over the next year makes the stock look like an interesting bet on a price-sales basis (investors are paying roughly 1-times forward sales).That said, for those looking to build a position, I think dollar cost averaging in may be a better move than diving in with both feet. We’ve seen the sort of momentum that can build around Chinese stocks over long periods of time. It’s not clear to me that this downtrend is broken just yet.","news_type":1},"isVote":1,"tweetType":1,"viewCount":15,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"EN","totalScore":0},{"id":301911932616800,"gmtCreate":1714728388171,"gmtModify":1714728392589,"author":{"id":"4088135301967120","authorId":"4088135301967120","name":"King19","avatar":"https://static.laohu8.com/default-avatar.jpg","crmLevel":6,"crmLevelSwitch":0},"themes":[],"htmlText":"That's why he said wow. 😂&nbsp; This is how sentiment works!! Baba buy back at 25b n shares still the same while Mr Musk just talked about future China plans and the shares went wild.. Be very careful on just words n no actions plans or future plans...&nbsp;","listText":"That's why he said wow. 😂&nbsp; This is how sentiment works!! Baba buy back at 25b n shares still the same while Mr Musk just talked about future China plans and the shares went wild.. Be very careful on just words n no actions plans or future plans...&nbsp;","text":"That's why he said wow. 😂 This is how sentiment works!! Baba buy back at 25b n shares still the same while Mr Musk just talked about future China plans and the shares went wild.. Be very careful on just words n no actions plans or future plans...","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":2,"commentSize":0,"repostSize":0,"link":"https://ttm.financial/post/301911932616800","repostId":"1142567951","repostType":2,"repost":{"id":"1142567951","weMediaInfo":{"introduction":"Stock Market Quotes, Business News, Financial News, Trading Ideas, and Stock Research by Professionals","home_visible":0,"media_name":"Benzinga","id":"1052270027","head_image":"https://static.tigerbbs.com/d08bf7808052c0ca9deb4e944cae32aa"},"pubTimestamp":1714721400,"share":"https://www.laohu8.com/m/news/1142567951?lang=&edition=full","pubTime":"2024-05-03 15:30","market":"us","language":"en","title":"Elon Musk Wowed By Apple's Biggest Stock Buyback — Will Tesla Follow Suit Or Remain Stuck In \"Category 5\" Storm?","url":"https://stock-news.laohu8.com/highlight/detail?id=1142567951","media":"Benzinga","summary":"ZINGER KEY POINTSApple added $180 billion in market cap after it announced the largest buyback in history.Big techs are ramping up buybacks, with the U.S. stock repurchases set to cross $1 trillion for the first time ever this year.Apple Inc. reporteda modest beat on its quarterly earningsand issued June-quarter revenue guidance that wasn’t as bad as feared. The stock, however, took off thanks to the company’s generous shareholder return plan. Apple hiked its quarterly dividend by 4.17% and anno","content":"<html><head></head><body><h4 id=\"id_247640188\" style=\"text-align: start;\">ZINGER KEY POINTS</h4><ul style=\"list-style-type: disc;\"><li><p>Apple added $180 billion in market cap after it announced the largest buyback in history.</p></li><li><p>Big techs are ramping up buybacks, with the U.S. stock repurchases set to cross $1 trillion for the first time ever this year.</p></li></ul><p><strong>Apple Inc.</strong> reported a modest beat on its quarterly earnings and issued June-quarter revenue guidance that wasn’t as bad as feared. The stock, however, took off thanks to the company’s generous shareholder return plan. Apple hiked its quarterly dividend by 4.17% and announced its biggest-ever stock buyback, which surprised even <strong>Tesla</strong>‘s Technoking.</p><p style=\"text-align: start;\"><strong>What Happened</strong>: News of Apple’s massive $110 billion stock buyback program was posted online by global capital markets commentator <strong>The Kobeissi Letter</strong>. The iPhone maker’s largesse toward shareholders caught the eye of Tesla CEO <strong>Elon Musk</strong>. He simply replied “Wow” to the post by The Kobeissi Letter. </p><p style=\"text-align: start;\">The Kobeissi Letter replied to Musk saying there’s a trend of big tech companies ramping up buybacks, with U.S. stock repurchases expected to cross $1 trillion for the first time ever this year. “All eyes are on Tesla…” it added.</p><p class=\"t-img-caption\"><img src=\"https://community-static.tradeup.com/news/97154abf8660fde3ea6242c2f2841380\" tg-width=\"747\" tg-height=\"570\"/></p><p><strong>Tesla’s Buyback Dilemma:</strong> In 2022, Tesla faced pressure from investors to initiate buybacks to lift its stock price. Musk mentioned in October 2022 that a $5 billion to $10 billion buyback for 2023 was discussed “extensively” by the board. However, the capital-intensive nature of the electric vehicle industry necessitates constant investment in production. </p><p style=\"text-align: start;\">Currently, Tesla is navigating a “Category 5 storm” of waning demand and fierce competition, making capital preservation even more crucial.</p><p style=\"text-align: start;\"><strong>Cook Draws Some Flak:</strong>  Not everyone is applauding Apple’s buyback plan. Some social media users criticized CEO <strong>Tim Cook</strong> for prioritizing numbers and investor appeasement over innovation. </p><p>One user commented, “Tim Cook will go down as one of the worst CEOs in history I predict. What happens when you replace a ‘visionary’ product-centric CEO with a numbers-focused CEO only concerned about profits &amp; share price? Innovation stagnates as there is 0 risk tolerance or vision 4 future.”</p><p style=\"text-align: start;\"><strong>‘Mag 7’ Pressure? </strong>Alphabet became the latest “Magnificent Seven” company to initiate a dividend policy, leaving only Amazon and Tesla as holdouts in this elite group. Microsoft said it returned $8.4 billion to shareholders in the form of share repurchases and dividends in the third quarter, while <strong>Facebook</strong> parent <strong>Meta Platforms</strong> also announced in February that, for the very first time, it will be rewarding its shareholders with dividends.</p><p style=\"text-align: start;\"><strong>Price Action: </strong>Apple shares added 6.03% to $183.46 in after-hours trading, according to Benzinga Pro data.</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>Elon Musk Wowed By Apple's Biggest Stock Buyback — Will Tesla Follow Suit Or Remain Stuck In \"Category 5\" Storm?</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\">\nElon Musk Wowed By Apple's Biggest Stock Buyback — Will Tesla Follow Suit Or Remain Stuck In \"Category 5\" Storm?\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/d08bf7808052c0ca9deb4e944cae32aa);background-size:cover;\"></div>\n\n<div class=\"h-content\">\n<p class=\"h-name\">Benzinga </p>\n<p class=\"h-time\">2024-05-03 15:30</p>\n</div>\n\n</div>\n\n\n</h4>\n\n</header>\n<article>\n<html><head></head><body><h4 id=\"id_247640188\" style=\"text-align: start;\">ZINGER KEY POINTS</h4><ul style=\"list-style-type: disc;\"><li><p>Apple added $180 billion in market cap after it announced the largest buyback in history.</p></li><li><p>Big techs are ramping up buybacks, with the U.S. stock repurchases set to cross $1 trillion for the first time ever this year.</p></li></ul><p><strong>Apple Inc.</strong> reported a modest beat on its quarterly earnings and issued June-quarter revenue guidance that wasn’t as bad as feared. The stock, however, took off thanks to the company’s generous shareholder return plan. Apple hiked its quarterly dividend by 4.17% and announced its biggest-ever stock buyback, which surprised even <strong>Tesla</strong>‘s Technoking.</p><p style=\"text-align: start;\"><strong>What Happened</strong>: News of Apple’s massive $110 billion stock buyback program was posted online by global capital markets commentator <strong>The Kobeissi Letter</strong>. The iPhone maker’s largesse toward shareholders caught the eye of Tesla CEO <strong>Elon Musk</strong>. He simply replied “Wow” to the post by The Kobeissi Letter. </p><p style=\"text-align: start;\">The Kobeissi Letter replied to Musk saying there’s a trend of big tech companies ramping up buybacks, with U.S. stock repurchases expected to cross $1 trillion for the first time ever this year. “All eyes are on Tesla…” it added.</p><p class=\"t-img-caption\"><img src=\"https://community-static.tradeup.com/news/97154abf8660fde3ea6242c2f2841380\" tg-width=\"747\" tg-height=\"570\"/></p><p><strong>Tesla’s Buyback Dilemma:</strong> In 2022, Tesla faced pressure from investors to initiate buybacks to lift its stock price. Musk mentioned in October 2022 that a $5 billion to $10 billion buyback for 2023 was discussed “extensively” by the board. However, the capital-intensive nature of the electric vehicle industry necessitates constant investment in production. </p><p style=\"text-align: start;\">Currently, Tesla is navigating a “Category 5 storm” of waning demand and fierce competition, making capital preservation even more crucial.</p><p style=\"text-align: start;\"><strong>Cook Draws Some Flak:</strong>  Not everyone is applauding Apple’s buyback plan. Some social media users criticized CEO <strong>Tim Cook</strong> for prioritizing numbers and investor appeasement over innovation. </p><p>One user commented, “Tim Cook will go down as one of the worst CEOs in history I predict. What happens when you replace a ‘visionary’ product-centric CEO with a numbers-focused CEO only concerned about profits &amp; share price? Innovation stagnates as there is 0 risk tolerance or vision 4 future.”</p><p style=\"text-align: start;\"><strong>‘Mag 7’ Pressure? </strong>Alphabet became the latest “Magnificent Seven” company to initiate a dividend policy, leaving only Amazon and Tesla as holdouts in this elite group. Microsoft said it returned $8.4 billion to shareholders in the form of share repurchases and dividends in the third quarter, while <strong>Facebook</strong> parent <strong>Meta Platforms</strong> also announced in February that, for the very first time, it will be rewarding its shareholders with dividends.</p><p style=\"text-align: start;\"><strong>Price Action: </strong>Apple shares added 6.03% to $183.46 in after-hours trading, according to Benzinga Pro data.</p></body></html>\n\n</article>\n</div>\n</body>\n</html>\n","type":0,"thumbnail":"","relate_stocks":{"TSLA":"特斯拉"},"source_url":"","is_english":true,"share_image_url":"https://static.laohu8.com/e9f99090a1c2ed51c021029395664489","article_id":"1142567951","content_text":"ZINGER KEY POINTSApple added $180 billion in market cap after it announced the largest buyback in history.Big techs are ramping up buybacks, with the U.S. stock repurchases set to cross $1 trillion for the first time ever this year.Apple Inc. reported a modest beat on its quarterly earnings and issued June-quarter revenue guidance that wasn’t as bad as feared. The stock, however, took off thanks to the company’s generous shareholder return plan. Apple hiked its quarterly dividend by 4.17% and announced its biggest-ever stock buyback, which surprised even Tesla‘s Technoking.What Happened: News of Apple’s massive $110 billion stock buyback program was posted online by global capital markets commentator The Kobeissi Letter. The iPhone maker’s largesse toward shareholders caught the eye of Tesla CEO Elon Musk. He simply replied “Wow” to the post by The Kobeissi Letter. The Kobeissi Letter replied to Musk saying there’s a trend of big tech companies ramping up buybacks, with U.S. stock repurchases expected to cross $1 trillion for the first time ever this year. “All eyes are on Tesla…” it added.Tesla’s Buyback Dilemma: In 2022, Tesla faced pressure from investors to initiate buybacks to lift its stock price. Musk mentioned in October 2022 that a $5 billion to $10 billion buyback for 2023 was discussed “extensively” by the board. However, the capital-intensive nature of the electric vehicle industry necessitates constant investment in production. Currently, Tesla is navigating a “Category 5 storm” of waning demand and fierce competition, making capital preservation even more crucial.Cook Draws Some Flak:  Not everyone is applauding Apple’s buyback plan. Some social media users criticized CEO Tim Cook for prioritizing numbers and investor appeasement over innovation. One user commented, “Tim Cook will go down as one of the worst CEOs in history I predict. What happens when you replace a ‘visionary’ product-centric CEO with a numbers-focused CEO only concerned about profits & share price? Innovation stagnates as there is 0 risk tolerance or vision 4 future.”‘Mag 7’ Pressure? Alphabet became the latest “Magnificent Seven” company to initiate a dividend policy, leaving only Amazon and Tesla as holdouts in this elite group. Microsoft said it returned $8.4 billion to shareholders in the form of share repurchases and dividends in the third quarter, while Facebook parent Meta Platforms also announced in February that, for the very first time, it will be rewarding its shareholders with dividends.Price Action: Apple shares added 6.03% to $183.46 in after-hours trading, according to Benzinga Pro data.","news_type":1},"isVote":1,"tweetType":1,"viewCount":15,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"EN","totalScore":0},{"id":301460839305408,"gmtCreate":1714618343076,"gmtModify":1714618346802,"author":{"id":"4088135301967120","authorId":"4088135301967120","name":"King19","avatar":"https://static.laohu8.com/default-avatar.jpg","crmLevel":6,"crmLevelSwitch":0},"themes":[],"htmlText":"Hope not many follow your disagreement on this","listText":"Hope not many follow your disagreement on this","text":"Hope not many follow your disagreement on this","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":0,"commentSize":0,"repostSize":0,"link":"https://ttm.financial/post/301460839305408","repostId":"2432537805","repostType":2,"isVote":1,"tweetType":1,"viewCount":20,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"EN","totalScore":0},{"id":301460194824216,"gmtCreate":1714618099294,"gmtModify":1714618102929,"author":{"id":"4088135301967120","authorId":"4088135301967120","name":"King19","avatar":"https://static.laohu8.com/default-avatar.jpg","crmLevel":6,"crmLevelSwitch":0},"themes":[],"htmlText":"I am Thinking now the prata analysis from seeking alpha would have regretted what he had written earlier that NIO is a lost stock....","listText":"I am Thinking now the prata analysis from seeking alpha would have regretted what he had written earlier that NIO is a lost stock....","text":"I am Thinking now the prata analysis from seeking alpha would have regretted what he had written earlier that NIO is a lost stock....","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":2,"commentSize":0,"repostSize":0,"link":"https://ttm.financial/post/301460194824216","repostId":"2432316696","repostType":2,"repost":{"id":"2432316696","weMediaInfo":{"introduction":"Reuters.com brings you the latest news from around the world, covering breaking news in markets, business, politics, entertainment and technology","home_visible":1,"media_name":"Reuters","id":"1036604489","head_image":"https://static.tigerbbs.com/443ce19704621c837795676028cec868"},"pubTimestamp":1714617900,"share":"https://www.laohu8.com/m/news/2432316696?lang=&edition=full","pubTime":"2024-05-02 10:45","market":"hk","language":"en","title":"Hong Kong Shares of China's NIO Hit 6-Week Peak on Strong April Delivery","url":"https://stock-news.laohu8.com/highlight/detail?id=2432316696","media":"Reuters","summary":"Hong Kong shares of NIO Inc jump 19.2% to HK$42.60, their highest since March 19.Stock on course for fourth consecutive session of rise, if gains hold.Stock marks the biggest one-day pct rise since November 2022; top gainer on Hang Seng Tech Index and Hang Seng Composite Index.U.S.-listed stock rose 11.7% on Wednesday.NIO said it delivered 15,620 vehicles in April, up 134.6% YoY; it delivered 45,673 vehicles YTD in 2024, up by 21.2% YoY.Hang Seng Tech Index climbs 0.9%, Hang Seng Composite Index","content":"<html><head></head><body><p>Hong Kong shares of NIO Inc jump 19.2% to HK$42.60, their highest since March 19.</p><p>Stock on course for fourth consecutive session of rise, if gains hold.</p><p>Stock marks the biggest one-day pct rise since November 2022; top gainer on Hang Seng Tech Index and Hang Seng Composite Index.</p><p>U.S.-listed stock rose 11.7% on Wednesday.</p><p>NIO said it delivered 15,620 vehicles in April, up 134.6% YoY; it delivered 45,673 vehicles YTD in 2024, up by 21.2% YoY.</p><p>Hang Seng Tech Index climbs 0.9%, Hang Seng Composite Index gains 0.6%, Hang Seng Index adds 0.7%.</p><p>Hong Kong stock down 42.9% YTD, U.S. shares down 41.9% YTD.</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>Hong Kong Shares of China's NIO Hit 6-Week Peak on Strong April Delivery</title>\n<style type=\"text/css\">\na,abbr,acronym,address,applet,article,aside,audio,b,big,blockquote,body,canvas,caption,center,cite,code,dd,del,details,dfn,div,dl,dt,\nem,embed,fieldset,figcaption,figure,footer,form,h1,h2,h3,h4,h5,h6,header,hgroup,html,i,iframe,img,ins,kbd,label,legend,li,mark,menu,nav,\nobject,ol,output,p,pre,q,ruby,s,samp,section,small,span,strike,strong,sub,summary,sup,table,tbody,td,tfoot,th,thead,time,tr,tt,u,ul,var,video{ font:inherit;margin:0;padding:0;vertical-align:baseline;border:0 }\nbody{ font-size:16px; line-height:1.5; color:#999; background:transparent; }\n.wrapper{ overflow:hidden;word-break:break-all;padding:10px; }\nh1,h2{ font-weight:normal; line-height:1.35; 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overflow: hidden}\n.head .h-thumb { width: 30px; height: 30px; margin: 0; padding: 0; border-radius: 50%; float: left;}\n.head .h-content { margin: 0; padding: 0 0 0 9px; float: left;}\n.head .h-name {font-size: 13px; color: #eee; margin: 0;}\n.head .h-time {font-size: 11px; color: #7E829C; margin: 0;line-height: 11px;}\n.small {font-size: 12.5px; display: inline-block; transform: scale(0.9); -webkit-transform: scale(0.9); transform-origin: left; -webkit-transform-origin: left;}\n.smaller {font-size: 12.5px; display: inline-block; transform: scale(0.8); -webkit-transform: scale(0.8); transform-origin: left; -webkit-transform-origin: left;}\n.bt-text {font-size: 12px;margin: 1.5em 0 0 0}\n.bt-text p {margin: 0}\n</style>\n</head>\n<body>\n<div class=\"wrapper\">\n<header>\n<h2 class=\"title\">\nHong Kong Shares of China's NIO Hit 6-Week Peak on Strong April Delivery\n</h2>\n\n<h4 class=\"meta\">\n\n\n<a class=\"head\" href=\"https://laohu8.com/wemedia/1036604489\">\n\n\n<div class=\"h-thumb\" style=\"background-image:url(https://static.tigerbbs.com/443ce19704621c837795676028cec868);background-size:cover;\"></div>\n\n<div class=\"h-content\">\n<p class=\"h-name\">Reuters </p>\n<p class=\"h-time\">2024-05-02 10:45</p>\n</div>\n\n</a>\n\n\n</h4>\n\n</header>\n<article>\n<html><head></head><body><p>Hong Kong shares of NIO Inc jump 19.2% to HK$42.60, their highest since March 19.</p><p>Stock on course for fourth consecutive session of rise, if gains hold.</p><p>Stock marks the biggest one-day pct rise since November 2022; top gainer on Hang Seng Tech Index and Hang Seng Composite Index.</p><p>U.S.-listed stock rose 11.7% on Wednesday.</p><p>NIO said it delivered 15,620 vehicles in April, up 134.6% YoY; it delivered 45,673 vehicles YTD in 2024, up by 21.2% YoY.</p><p>Hang Seng Tech Index climbs 0.9%, Hang Seng Composite Index gains 0.6%, Hang Seng Index adds 0.7%.</p><p>Hong Kong stock down 42.9% YTD, U.S. shares down 41.9% YTD.</p></body></html>\n\n</article>\n</div>\n</body>\n</html>\n","type":0,"thumbnail":"","relate_stocks":{"BK4509":"腾讯概念","BK1588":"回港中概股","BK4526":"热门中概股","BK1119":"汽车制造商","BK4588":"碎股","LU0708995583.HKD":"TEMPLETON CHINA \"A\" (HKD) ACC","BK4574":"无人驾驶","BK4505":"高瓴资本持仓","BK4581":"高盛持仓","BK4504":"桥水持仓","BK4099":"汽车制造商","09866":"蔚来-SW","BK4548":"巴美列捷福持仓","BK4532":"文艺复兴科技持仓","BK4531":"中概回港概念","BK4585":"ETF&股票定投概念","LU0052750758.USD":"富兰克林中国基金A Acc","BK4534":"瑞士信贷持仓","LU0320764599.SGD":"FTIF - Templeton China A Acc SGD","BK4555":"新能源车"},"source_url":"https://api.rkd.refinitiv.com/api/News/News.svc/REST/News_1/RetrieveStoryML_1","is_english":true,"share_image_url":"https://static.laohu8.com/e9f99090a1c2ed51c021029395664489","article_id":"2432316696","content_text":"Hong Kong shares of NIO Inc jump 19.2% to HK$42.60, their highest since March 19.Stock on course for fourth consecutive session of rise, if gains hold.Stock marks the biggest one-day pct rise since November 2022; top gainer on Hang Seng Tech Index and Hang Seng Composite Index.U.S.-listed stock rose 11.7% on Wednesday.NIO said it delivered 15,620 vehicles in April, up 134.6% YoY; it delivered 45,673 vehicles YTD in 2024, up by 21.2% YoY.Hang Seng Tech Index climbs 0.9%, Hang Seng Composite Index gains 0.6%, Hang Seng Index adds 0.7%.Hong Kong stock down 42.9% YTD, U.S. shares down 41.9% YTD.","news_type":1},"isVote":1,"tweetType":1,"viewCount":2,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"EN","totalScore":0},{"id":300774657073392,"gmtCreate":1714450829253,"gmtModify":1714450833018,"author":{"id":"4088135301967120","authorId":"4088135301967120","name":"King19","avatar":"https://static.laohu8.com/default-avatar.jpg","crmLevel":6,"crmLevelSwitch":0},"themes":[],"htmlText":"What is Tesla intrinsic value and its P/E? 🤔 Be careful and do your homework... don't let the FOMO catch you!&nbsp;","listText":"What is Tesla intrinsic value and its P/E? 🤔 Be careful and do your homework... don't let the FOMO catch you!&nbsp;","text":"What is Tesla intrinsic value and its P/E? 🤔 Be careful and do your homework... don't let the FOMO catch you!","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":0,"commentSize":0,"repostSize":0,"link":"https://ttm.financial/post/300774657073392","repostId":"2431428860","repostType":2,"repost":{"id":"2431428860","pubTimestamp":1714447800,"share":"https://www.laohu8.com/m/news/2431428860?lang=&edition=full","pubTime":"2024-04-30 11:30","market":"us","language":"en","title":"Tesla: Far From Overvalued Even When Excluding Robotaxi And Optimus","url":"https://stock-news.laohu8.com/highlight/detail?id=2431428860","media":"Seeking Alpha","summary":"Tesla, Inc. is trading at fair value while excluding Robotaxi, Optimus and the supercharger network.We get a better understanding of each business segment through a sum-of-the-parts DCF valuation.Incl","content":"<html><head></head><body><ul style=\"\"><li><p>Tesla, Inc. is trading at fair value while excluding Robotaxi, Optimus and the supercharger network.</p></li><li><p>We get a better understanding of each business segment through a sum-of-the-parts DCF valuation.</p></li><li><p>Including optionality from Robotaxi, Optimus and the supercharger network, Tesla is undervalued by ~22,5%.</p></li></ul><p class=\"t-img-caption\"><img src=\"https://community-static.tradeup.com/news/27a5cbda2af933e1c44fab402278b679\" alt=\"Kirk Fisher/iStock Editorial via Getty Images\" title=\"Kirk Fisher/iStock Editorial via Getty Images\" tg-width=\"750\" tg-height=\"500\"/><span>Kirk Fisher/iStock Editorial via Getty Images</span></p><p>The stock of technology company <strong>Tesla, Inc.</strong> (NASDAQ:TSLA), which focuses on driving humanity towards a sustainable future, has long been seen as costly and overvalued. Focusing on pricing metrics such as price-to-earnings or price-to-sales may cause investors to disregard this company, but those taking the time to value the company might instead find a very compelling opportunity.</p><p>In this article, I will value the company using a sum-of-the-parts approach, and what we will discover is a fairly valued company with a lot of optionality at today&#39;s trading price. To get a sense of what that optionality may imply, I will do a separate calculation where I include hypothetical optionality converted to value.</p><p>The reason I use a sum-of-the-parts approach for Tesla is because the different business segments have different margin profiles, scalability, and maturity. Throwing a blanket over these and not breaking the segments apart would make it very difficult to accurately project numbers, as you lose out on the granularity.</p><h2 id=\"id_1806777268\">Automotive</h2><p>The main business segment of Tesla is the manufacturing of electric vehicles. Historically, we have seen the ramping of various models, and Tesla has already solved the major challenges that come with the manufacturing process. The gigafactory principle is on a copy-and-paste basis, and while heavy on capital expenditures, I expect Tesla building out more gigafactories to be a relatively smooth process. A build out will be necessary, as Tesla is close to capacity as it stands.</p><p class=\"t-img-caption\"><img src=\"https://community-static.tradeup.com/news/10e3739dfaa54b1182c06d0b7211ecc6\" alt=\"Emir Mulahaliliovic X@em013L, Tesla SEC Filings\" title=\"Emir Mulahaliliovic X@em013L, Tesla SEC Filings\" tg-width=\"640\" tg-height=\"350\"/><span>Emir Mulahaliliovic X@em013L, Tesla SEC Filings</span></p><p>Tesla consistently stays at ~90% capacity and sells more or less all manufactured vehicles each period. This will have to increase exponentially, and I expect it to, as the global EV market compounds at 23.4% annually through 2033 (source: Precedence research). The current annual production capacity is ~2.25 million vehicles; I project Tesla to deliver ~5 times that in 2033.</p><p>I project that Tesla will lose market share in the EV space but gain market share as a percentage of the global automotive market, as EVs will make up a greater portion of global automotive sales.</p><p>When it comes to margins, I project that Tesla will see greater overall margins compared to other vehicle manufacturers due to manufacturing efficiency and brand equity. I project operating margins to increase from ~10% to ~13% by 2033.</p><p>I chose not to include regulatory credits in my projections, as it is still difficult to correlate them to business performance. In theory, regulatory credits should expand margins or incentivize more sales, but such a correlation does not appear historically. Regulatory credits will logically increase globally to incentivize customers to move to EVs as we inch closer to net-zero goals. As such, they can be seen as optionality, meaning we get their upside for free outside this valuation.</p><p class=\"t-img-caption\"><img src=\"https://community-static.tradeup.com/news/61c21019a3228189c778b8b0702783ee\" alt=\"Emir Mulahalilovic X@em013L, Tesla SEC Filings\" title=\"Emir Mulahalilovic X@em013L, Tesla SEC Filings\" tg-width=\"640\" tg-height=\"354\"/><span>Emir Mulahalilovic X@em013L, Tesla SEC Filings</span></p><p>While the Shanghai factory can manufacture vehicles at higher gross margins compared to factories placed in the west, I don&#39;t see China taking a larger part in the overall revenue mix due to fierce competition within the country. Historically, it seems to have stagnated at ~20–25%, and while other revenues outside the U.S. have been largely shipped from Shanghai, I imagine the factory in Germany will start covering more of the west outside the United States. I expect countries with relatively cheaper labor to cover for that over time, for example, by building out a factory in countries such as Mexico.</p><p class=\"t-img-caption\"><img src=\"https://community-static.tradeup.com/news/1e7d9418b6a13181a0f47716f492616f\" alt=\"Emir Mulahalilovic X@em013L, Tesla SEC filings\" title=\"Emir Mulahalilovic X@em013L, Tesla SEC filings\" tg-width=\"640\" tg-height=\"357\"/><span>Emir Mulahalilovic X@em013L, Tesla SEC filings</span></p><h3 id=\"id_761580027\">Services, excluding Robotaxi and robotics</h3><p>I have formulated the services segment to be made up primarily of full self-driving (FSD) and vehicle servicing revenues. I project this segment to account for ~20% of Tesla&#39;s overall earnings before interest and taxes (EBIT).</p><p>Furthermore, I specifically chose not to include the potential Robotaxi and robotics segments, even though they are expected to be very significant for Tesla. This was done for two main reasons:</p><ul style=\"\"><li><p>The optionality of not assigning them value</p></li><li><p>Unproven industries make it difficult to project accurately.</p></li></ul><p>The main driver in this segment is FSD, and before we can start projecting numbers, we need to make a few assumptions.</p><ul style=\"\"><li><p>I assume that on average, a subscription life cycle is ~5 years, i.e., the expected length of a customer owning the same vehicle. This means that I will trail subscription revenues on a 5-year basis.</p></li><li><p>The next assumption is that I will exclude one-time purchases of FSD and only use subscription revenues, for the sake of simplifying the model. This starts at $99 for 2024 and 2025, ramping up slowly until reaching $399 in 2033.</p></li></ul><p>To get an understanding of the number of vehicles to extrapolate FSD adoption rates from, I will assume a $45,000 average sales price per vehicle. That is equivalent to the current implied sales price per vehicle. Due to our not yet knowing the full extent of the vehicle lineup Tesla will carry through 2033, I chose to keep it at $45,000. There are more factors that affect average sales price in a direct-to-consumer model, which Tesla has, namely cyclicality, inflation, brand equity, and so forth.</p><p class=\"t-img-caption\"><img src=\"https://community-static.tradeup.com/news/357ee9112d477635ca8a1e671bb07667\" alt=\"Emir Mulahalilovic X@em013L, Tesla SEC Filings\" title=\"Emir Mulahalilovic X@em013L, Tesla SEC Filings\" tg-width=\"640\" tg-height=\"361\"/><span>Emir Mulahalilovic X@em013L, Tesla SEC Filings</span></p><p>The above assumptions make us arrive at ~13.5 million vehicles delivered in 2033. Hefty from today&#39;s position, but not unreasonable.</p><p>The adoption rate is a bit tricky, but we know that FSD is a major goal for Tesla and perhaps the main focus for the coming annual periods. CEO Elon Musk said the following in the Q1 2024 earnings call:</p><blockquote><p>But really, the way to think of Tesla is almost entirely in terms of solving autonomy and being able to turn on that autonomy for a gigantic fleet. And I think it might be the biggest asset value appreciation history when that day happens when you can do unsupervised full self-driving.</p></blockquote><p>With this in mind, we know that a global rollout is mainly an issue of regulation. I ramp the adoption from 7% in 2024 up to 25% in 2033. I do not factor in licensing FSD, providing even further optionality in the valuation.</p><p>We don&#39;t have much clarity in terms of margins yet, but we do know that the neural network training is heavy on capital expenditures. I have likened the operating margins to those of a well-run software business, aiming for 27% in 2033 from a starting point of 7% in 2024.</p><p>As for vehicle servicing, I project that it will scale up in terms of revenues as a percentage of the delivered vehicles. I have set operating margins at an industry standard range, from 8% to 12% in 2033, as they grow more efficient in producing spare parts and performing servicing.</p><h3 id=\"id_3007331306\">Energy, excluding Supercharger network</h3><p>The energy segment is the most profitable among Tesla&#39;s different businesses. Despite this, we have surprisingly little insight into the metrics and key performance indicators that surround it. Tesla shares storage and solar deployment metrics in megawatt hours and megawatts, but there&#39;s no further breakdown between these two. We do not know the granular breakdown of what it costs Tesla to deploy these, and as such, we have to generalize our assumptions until we gain clarity on the matter.</p><p>Solar has remained stagnant over a six-year period; it&#39;s also notably missing from Tesla&#39;s Q1 2024 earnings presentation. Tesla deployed 326 megawatts of solar in 2018, notably higher than 223 megawatts in 2023. Unfortunately, the earnings call did not give us much clarity into what Tesla plans for the future with solar. I also noted a decrease in solar energy systems on the balance sheet.</p><p>Tesla&#39;s focus seems to instead be on energy storage systems. Energy storage systems have grown at a rapid clip while also maintaining healthy margins. What was a large surprise was yet another forecast of strong growth by Tesla in their Q1 2024 earnings call:</p><blockquote><p>We expect the energy storage deployments for 2024 to grow at least 75% higher from 2023. And accordingly, this business will begin contributing significantly to our overall profitability.</p></blockquote><p class=\"t-img-caption\"><img src=\"https://community-static.tradeup.com/news/8a20067328529f1ecca258dd1622657c\" alt=\"Emir Mulahalilovic X@em013L, Tesla SEC Filings\" title=\"Emir Mulahalilovic X@em013L, Tesla SEC Filings\" tg-width=\"640\" tg-height=\"360\"/><span>Emir Mulahalilovic X@em013L, Tesla SEC Filings</span></p><p>With storage systems as the main driver, I forecast Tesla to grow their market share of energy systems from ~1.6% in 2023 to ~8.4% in 2033. By the forecast period&#39;s end, I project Tesla&#39;s operating margins in this segment to be 23%, or, in other words, very profitable.</p><p>I chose to exclude the supercharger network for the same reasons I chose not to value Robotaxi and robotics, namely the lack of clarity and the added optionality. The supercharger network is positioned to be monopolistic, with more and more manufacturers vying to partner with Tesla for access. The growth and build out of the supercharger stations have been impressive, considering that they span global markets. If electric vehicles as a whole are to grow, solving range anxiety will be key. Excluding the supercharger network from my valuation will provide a major optionality: getting it for free.</p><p class=\"t-img-caption\"><img src=\"https://community-static.tradeup.com/news/a026292e430103274be851895fb88700\" alt=\"Emir Mulahalilovic X@em013L, Tesla SEC filings\" title=\"Emir Mulahalilovic X@em013L, Tesla SEC filings\" tg-width=\"640\" tg-height=\"326\"/><span>Emir Mulahalilovic X@em013L, Tesla SEC filings</span></p><h2 id=\"id_3185478215\">Valuation</h2><p>Using the figures discussed previously in the article as the backbone of a discounted cash flow model, we can start deriving intrinsic value.</p><p>For companies that issue shares, I find it critical to factor in the dilutive effect in the valuation model. To achieve this, each projection period has a discounted cash flow output on a per-share basis for that period, which is in turn used to arrive at intrinsic value. Buybacks are not modeled because doing so would mean double-counting the free cash flow used for buybacks. A more common approach is to remove stock-based compensation expenses from the free cash flow. However, that would assume that the cash is not available for leverage and, as such, is a less accurate approach.</p><p class=\"t-img-caption\"><img src=\"https://community-static.tradeup.com/news/7fb80e2bda4dac6ac546fb67b3dccf57\" alt=\"Emir Mulahalilovic X@em013L\" title=\"Emir Mulahalilovic X@em013L\" tg-width=\"640\" tg-height=\"549\"/><span>Emir Mulahalilovic X@em013L</span></p><p>An interesting factor to note is that the model using my assumptions shows us that two-thirds of the value of the company is during the terminal period. This essentially means that Tesla is still a company in its early stages in terms of revenues, profitability, and free cash flow generation.</p><p>At the time of writing, Tesla is trading around the $170 mark, meaning that Tesla is currently fairly valued according to my projections. However, we have not valued the following business segments, each of which could be considered a major segment for Tesla&#39;s future:</p><ul style=\"\"><li><p>Robotaxi</p></li><li><p>Robotics</p></li><li><p>Supercharger network.</p></li></ul><p>This is instead considered optionality, a potential upside to our model that is not considered in the valuation model. The question is, how much added value would the optionality provide? I have modeled estimates for these largely unproven business segments using market forecasts for the related industries.</p><p>The supercharger network is the most tangible because we have some sort of number to extrapolate from. However, the numbers are only the total number of supercharger stations and connectors, without any economic metrics tied to them. This means that we are largely in the dark in terms of margins and revenues for this part of the business.</p><p class=\"t-img-caption\"><img src=\"https://community-static.tradeup.com/news/a026292e430103274be851895fb88700\" alt=\"Emir Mulahalilovic X@em013L, Tesla SEC Filings\" title=\"Emir Mulahalilovic X@em013L, Tesla SEC Filings\" tg-width=\"640\" tg-height=\"326\"/><span>Emir Mulahalilovic X@em013L, Tesla SEC Filings</span></p><p>The number of stations is growing steadily, likely to match demand. We do know that Tesla is vying to create a monopoly of charging stations, already having many major automotive manufacturers consign themselves to using the Tesla standard for charging. I would not be surprised to see accelerated growth as we approach larger electric vehicle adoption.</p><p>There are some publicly traded charging network companies, but these are either unprofitable, inefficient compared to Tesla, or on a different scale. For this reason, I have gone with an operating margin of 8%, growing to 15% by 2033. The margin also reflects the licensing of the technology.</p><p>As for the Robotaxi segment, I went with an approach that likens it to the ride-hailing industry. I have used global ride-hailing market projections as the basis of my revenue assumptions. From there, I have initiated Tesla absorbing market share by offering their own ride-hailing services as well as partnering with other major players. I expect the margins to be high as a result of licensing and partnering, as well as the company receiving the full fare fee excluding operating costs. In addition, Tesla will not need to own the cars outside their own ride-hailing service. I project Tesla to have 12.3% market share of ride-hailing revenues in 2033 with a 30% operating margin. Also note that I do not start Robotaxi revenues until 2027, which is my guess at regulatory approval.</p><p>Robotics is an interesting and deep segment with many competitors, mainly from Japan. I can&#39;t currently see Tesla reaching anything beyond 5% market share of this space by 2033, as the market as a whole encompasses much more than only humanoid robotics. Surprisingly, the Tesla robot appears to be operational in internal testing and expected to roll out to customers in 2025, according to Elon Musk during the Q4 2024 earnings call:</p><blockquote><p>we do think we will have Optimus in limited production in the natural factory itself, doing useful tasks before the end of this year. And then I think we may be able to sell it externally by the end of next year. These are just guesses.</p></blockquote><p class=\"t-img-caption\"><img src=\"https://community-static.tradeup.com/news/610a9ca4390fa199bdd69551dd494d12\" alt=\"Emir Mulahalilovic X@em013L\" title=\"Emir Mulahalilovic X@em013L\" tg-width=\"640\" tg-height=\"449\"/><span>Emir Mulahalilovic X@em013L</span></p><p>I have not touched on reinvestment while adding these segments, as the numbers are already extrapolating historical figures that include Tesla spending capital towards these goals. Combining these estimates in the sum-of-the-parts valuation model raises the fair value from ~$170 to ~$210 per share, or ~22.5%.</p><h2 id=\"id_2217150740\">Summary</h2><p>Breaking down the different business segments within Tesla allows for a better understanding of where the value comes from. Intrinsic value from my sum-of-the-parts DCF model shows that Tesla is currently trading at fair value, despite deliberately not including Robotaxi, robotics, or the supercharger network in my model.</p><p>By not including the segments in my valuation, I open up the possibility for optionality. This means that the performance of the aforementioned segments is essentially free when I purchase Tesla stock at current trading levels. With this in mind, I assign Tesla, Inc. stock a buy rating.</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: Far From Overvalued Even When Excluding Robotaxi And Optimus</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: Far From Overvalued Even When Excluding Robotaxi And Optimus\n</h2>\n\n<h4 class=\"meta\">\n\n\n2024-04-30 11:30 GMT+8&nbsp;&nbsp;&nbsp;<a href=https://seekingalpha.com/article/4687209-tesla-far-from-overvalued-even-when-excluding-robotaxi-and-optimus><strong>Seeking Alpha</strong></a>\n\n\n</h4>\n\n</header>\n<article>\n<div>\n<p>Tesla, Inc. is trading at fair value while excluding Robotaxi, Optimus and the supercharger network.We get a better understanding of each business segment through a sum-of-the-parts DCF valuation....</p>\n\n<a href=\"https://seekingalpha.com/article/4687209-tesla-far-from-overvalued-even-when-excluding-robotaxi-and-optimus\">Web Link</a>\n\n</div>\n\n\n</article>\n</div>\n</body>\n</html>\n","type":0,"thumbnail":"","relate_stocks":{"LU0053666078.USD":"摩根大通基金-美国股票A（离岸）美元","LU0823411888.USD":"法巴消费创新基金 Cap","LU1435385759.SGD":"Natixis Loomis Sayles US Growth Equity RA SGD-H","LU0082616367.USD":"摩根大通美国科技A（dist）","TSLL":"Direxion Daily TSLA Bull 2X Shares","LU1551013342.USD":"Allianz Income and Growth Cl AMg2 DIS USD","LU0056508442.USD":"贝莱德世界科技基金A2","BK4592":"伊斯兰概念","LU0719512351.SGD":"JPMorgan Funds - US Technology A (acc) SGD","LU0234570918.USD":"高盛全球核心股票组合Acc Close","IE00BWXC8680.SGD":"PINEBRIDGE US LARGE CAP RESEARCH ENHANCED \"A5\" (SGD) ACC","BK4585":"ETF&股票定投概念","BK4534":"瑞士信贷持仓","LU2249611893.SGD":"BNP PARIBAS ENERGY TRANSITION \"CRH\" (SGD) ACC","LU0234572021.USD":"高盛美国核心股票组合Acc","LU1914381329.SGD":"Allianz Best Styles Global Equity Cl ET Acc H2-SGD","LU0820561909.HKD":"ALLIANZ INCOME AND GROWTH \"AM\" (HKD) INC","BK4533":"AQR资本管理(全球第二大对冲基金)","LU0820562030.AUD":"ALLIANZ INCOME AND GROWTH \"AMH2\" (AUDHDG) H2 INC","IE00BSNM7G36.USD":"NEUBERGER BERMAN SYSTEMATIC GLOBAL SUSTAINABLE VALUE \"A\" (USD) ACC","BK4555":"新能源车","TSLA":"特斯拉","LU0823414478.USD":"法巴经典能源转换基金","BK4527":"明星科技股","LU0097036916.USD":"贝莱德美国增长A2 USD","LU0466842654.USD":"HSBC ISLAMIC GLOBAL EQUITY INDEX \"A\" (USD) ACC","LU0689472784.USD":"安联收益及增长基金Cl AM AT Acc","BK4588":"碎股","LU1861559042.SGD":"日兴方舟颠覆性创新基金B SGD","LU2326559502.SGD":"Natixis Loomis Sayles US Growth Equity P/A SGD-H","LU1852331112.SGD":"Blackrock World Technology Fund A2 SGD-H","LU1720051017.SGD":"Allianz Global Artificial Intelligence AT Acc H2-SGD","LU1861215975.USD":"贝莱德新一代科技基金 A2","IE00B1XK9C88.USD":"PINEBRIDGE US LARGE CAP RESEARCH ENHANCED \"A\" (USD) ACC","BK4574":"无人驾驶","LU1548497426.USD":"安联环球人工智能AT Acc","LU0820561818.USD":"安联收益及增长平衡基金Cl AM DIS","LU1861558580.USD":"日兴方舟颠覆性创新基金B","LU1861220033.SGD":"Blackrock Next Generation Technology A2 SGD-H","BK4551":"寇图资本持仓","LU1551013425.SGD":"Allianz Income and Growth Cl AMg2 DIS H2-SGD","BK4581":"高盛持仓","LU2756315318.SGD":"ALLIANZ INCOME AND GROWTH \"AMG\" (SGDHDG) INC A","LU0348723411.USD":"ALLIANZ GLOBAL HI-TECH GROWTH \"A\" (USD) INC","BK4099":"汽车制造商","LU1720051108.HKD":"ALLIANZ GLOBAL ARTIFICIAL INTELLIGENCE \"AT\" (HKD) ACC","BK4548":"巴美列捷福持仓","LU2357305700.SGD":"Allianz Global Artificial Intelligence ET H2-SGD","LU1429558221.USD":"Natixis Loomis Sayles US Growth Equity RA USD"},"source_url":"https://seekingalpha.com/article/4687209-tesla-far-from-overvalued-even-when-excluding-robotaxi-and-optimus","is_english":true,"share_image_url":"https://static.laohu8.com/5a36db9d73b4222bc376d24ccc48c8a4","article_id":"2431428860","content_text":"Tesla, Inc. is trading at fair value while excluding Robotaxi, Optimus and the supercharger network.We get a better understanding of each business segment through a sum-of-the-parts DCF valuation.Including optionality from Robotaxi, Optimus and the supercharger network, Tesla is undervalued by ~22,5%.Kirk Fisher/iStock Editorial via Getty ImagesThe stock of technology company Tesla, Inc. (NASDAQ:TSLA), which focuses on driving humanity towards a sustainable future, has long been seen as costly and overvalued. Focusing on pricing metrics such as price-to-earnings or price-to-sales may cause investors to disregard this company, but those taking the time to value the company might instead find a very compelling opportunity.In this article, I will value the company using a sum-of-the-parts approach, and what we will discover is a fairly valued company with a lot of optionality at today's trading price. To get a sense of what that optionality may imply, I will do a separate calculation where I include hypothetical optionality converted to value.The reason I use a sum-of-the-parts approach for Tesla is because the different business segments have different margin profiles, scalability, and maturity. Throwing a blanket over these and not breaking the segments apart would make it very difficult to accurately project numbers, as you lose out on the granularity.AutomotiveThe main business segment of Tesla is the manufacturing of electric vehicles. Historically, we have seen the ramping of various models, and Tesla has already solved the major challenges that come with the manufacturing process. The gigafactory principle is on a copy-and-paste basis, and while heavy on capital expenditures, I expect Tesla building out more gigafactories to be a relatively smooth process. A build out will be necessary, as Tesla is close to capacity as it stands.Emir Mulahaliliovic X@em013L, Tesla SEC FilingsTesla consistently stays at ~90% capacity and sells more or less all manufactured vehicles each period. This will have to increase exponentially, and I expect it to, as the global EV market compounds at 23.4% annually through 2033 (source: Precedence research). The current annual production capacity is ~2.25 million vehicles; I project Tesla to deliver ~5 times that in 2033.I project that Tesla will lose market share in the EV space but gain market share as a percentage of the global automotive market, as EVs will make up a greater portion of global automotive sales.When it comes to margins, I project that Tesla will see greater overall margins compared to other vehicle manufacturers due to manufacturing efficiency and brand equity. I project operating margins to increase from ~10% to ~13% by 2033.I chose not to include regulatory credits in my projections, as it is still difficult to correlate them to business performance. In theory, regulatory credits should expand margins or incentivize more sales, but such a correlation does not appear historically. Regulatory credits will logically increase globally to incentivize customers to move to EVs as we inch closer to net-zero goals. As such, they can be seen as optionality, meaning we get their upside for free outside this valuation.Emir Mulahalilovic X@em013L, Tesla SEC FilingsWhile the Shanghai factory can manufacture vehicles at higher gross margins compared to factories placed in the west, I don't see China taking a larger part in the overall revenue mix due to fierce competition within the country. Historically, it seems to have stagnated at ~20–25%, and while other revenues outside the U.S. have been largely shipped from Shanghai, I imagine the factory in Germany will start covering more of the west outside the United States. I expect countries with relatively cheaper labor to cover for that over time, for example, by building out a factory in countries such as Mexico.Emir Mulahalilovic X@em013L, Tesla SEC filingsServices, excluding Robotaxi and roboticsI have formulated the services segment to be made up primarily of full self-driving (FSD) and vehicle servicing revenues. I project this segment to account for ~20% of Tesla's overall earnings before interest and taxes (EBIT).Furthermore, I specifically chose not to include the potential Robotaxi and robotics segments, even though they are expected to be very significant for Tesla. This was done for two main reasons:The optionality of not assigning them valueUnproven industries make it difficult to project accurately.The main driver in this segment is FSD, and before we can start projecting numbers, we need to make a few assumptions.I assume that on average, a subscription life cycle is ~5 years, i.e., the expected length of a customer owning the same vehicle. This means that I will trail subscription revenues on a 5-year basis.The next assumption is that I will exclude one-time purchases of FSD and only use subscription revenues, for the sake of simplifying the model. This starts at $99 for 2024 and 2025, ramping up slowly until reaching $399 in 2033.To get an understanding of the number of vehicles to extrapolate FSD adoption rates from, I will assume a $45,000 average sales price per vehicle. That is equivalent to the current implied sales price per vehicle. Due to our not yet knowing the full extent of the vehicle lineup Tesla will carry through 2033, I chose to keep it at $45,000. There are more factors that affect average sales price in a direct-to-consumer model, which Tesla has, namely cyclicality, inflation, brand equity, and so forth.Emir Mulahalilovic X@em013L, Tesla SEC FilingsThe above assumptions make us arrive at ~13.5 million vehicles delivered in 2033. Hefty from today's position, but not unreasonable.The adoption rate is a bit tricky, but we know that FSD is a major goal for Tesla and perhaps the main focus for the coming annual periods. CEO Elon Musk said the following in the Q1 2024 earnings call:But really, the way to think of Tesla is almost entirely in terms of solving autonomy and being able to turn on that autonomy for a gigantic fleet. And I think it might be the biggest asset value appreciation history when that day happens when you can do unsupervised full self-driving.With this in mind, we know that a global rollout is mainly an issue of regulation. I ramp the adoption from 7% in 2024 up to 25% in 2033. I do not factor in licensing FSD, providing even further optionality in the valuation.We don't have much clarity in terms of margins yet, but we do know that the neural network training is heavy on capital expenditures. I have likened the operating margins to those of a well-run software business, aiming for 27% in 2033 from a starting point of 7% in 2024.As for vehicle servicing, I project that it will scale up in terms of revenues as a percentage of the delivered vehicles. I have set operating margins at an industry standard range, from 8% to 12% in 2033, as they grow more efficient in producing spare parts and performing servicing.Energy, excluding Supercharger networkThe energy segment is the most profitable among Tesla's different businesses. Despite this, we have surprisingly little insight into the metrics and key performance indicators that surround it. Tesla shares storage and solar deployment metrics in megawatt hours and megawatts, but there's no further breakdown between these two. We do not know the granular breakdown of what it costs Tesla to deploy these, and as such, we have to generalize our assumptions until we gain clarity on the matter.Solar has remained stagnant over a six-year period; it's also notably missing from Tesla's Q1 2024 earnings presentation. Tesla deployed 326 megawatts of solar in 2018, notably higher than 223 megawatts in 2023. Unfortunately, the earnings call did not give us much clarity into what Tesla plans for the future with solar. I also noted a decrease in solar energy systems on the balance sheet.Tesla's focus seems to instead be on energy storage systems. Energy storage systems have grown at a rapid clip while also maintaining healthy margins. What was a large surprise was yet another forecast of strong growth by Tesla in their Q1 2024 earnings call:We expect the energy storage deployments for 2024 to grow at least 75% higher from 2023. And accordingly, this business will begin contributing significantly to our overall profitability.Emir Mulahalilovic X@em013L, Tesla SEC FilingsWith storage systems as the main driver, I forecast Tesla to grow their market share of energy systems from ~1.6% in 2023 to ~8.4% in 2033. By the forecast period's end, I project Tesla's operating margins in this segment to be 23%, or, in other words, very profitable.I chose to exclude the supercharger network for the same reasons I chose not to value Robotaxi and robotics, namely the lack of clarity and the added optionality. The supercharger network is positioned to be monopolistic, with more and more manufacturers vying to partner with Tesla for access. The growth and build out of the supercharger stations have been impressive, considering that they span global markets. If electric vehicles as a whole are to grow, solving range anxiety will be key. Excluding the supercharger network from my valuation will provide a major optionality: getting it for free.Emir Mulahalilovic X@em013L, Tesla SEC filingsValuationUsing the figures discussed previously in the article as the backbone of a discounted cash flow model, we can start deriving intrinsic value.For companies that issue shares, I find it critical to factor in the dilutive effect in the valuation model. To achieve this, each projection period has a discounted cash flow output on a per-share basis for that period, which is in turn used to arrive at intrinsic value. Buybacks are not modeled because doing so would mean double-counting the free cash flow used for buybacks. A more common approach is to remove stock-based compensation expenses from the free cash flow. However, that would assume that the cash is not available for leverage and, as such, is a less accurate approach.Emir Mulahalilovic X@em013LAn interesting factor to note is that the model using my assumptions shows us that two-thirds of the value of the company is during the terminal period. This essentially means that Tesla is still a company in its early stages in terms of revenues, profitability, and free cash flow generation.At the time of writing, Tesla is trading around the $170 mark, meaning that Tesla is currently fairly valued according to my projections. However, we have not valued the following business segments, each of which could be considered a major segment for Tesla's future:RobotaxiRoboticsSupercharger network.This is instead considered optionality, a potential upside to our model that is not considered in the valuation model. The question is, how much added value would the optionality provide? I have modeled estimates for these largely unproven business segments using market forecasts for the related industries.The supercharger network is the most tangible because we have some sort of number to extrapolate from. However, the numbers are only the total number of supercharger stations and connectors, without any economic metrics tied to them. This means that we are largely in the dark in terms of margins and revenues for this part of the business.Emir Mulahalilovic X@em013L, Tesla SEC FilingsThe number of stations is growing steadily, likely to match demand. We do know that Tesla is vying to create a monopoly of charging stations, already having many major automotive manufacturers consign themselves to using the Tesla standard for charging. I would not be surprised to see accelerated growth as we approach larger electric vehicle adoption.There are some publicly traded charging network companies, but these are either unprofitable, inefficient compared to Tesla, or on a different scale. For this reason, I have gone with an operating margin of 8%, growing to 15% by 2033. The margin also reflects the licensing of the technology.As for the Robotaxi segment, I went with an approach that likens it to the ride-hailing industry. I have used global ride-hailing market projections as the basis of my revenue assumptions. From there, I have initiated Tesla absorbing market share by offering their own ride-hailing services as well as partnering with other major players. I expect the margins to be high as a result of licensing and partnering, as well as the company receiving the full fare fee excluding operating costs. In addition, Tesla will not need to own the cars outside their own ride-hailing service. I project Tesla to have 12.3% market share of ride-hailing revenues in 2033 with a 30% operating margin. Also note that I do not start Robotaxi revenues until 2027, which is my guess at regulatory approval.Robotics is an interesting and deep segment with many competitors, mainly from Japan. I can't currently see Tesla reaching anything beyond 5% market share of this space by 2033, as the market as a whole encompasses much more than only humanoid robotics. Surprisingly, the Tesla robot appears to be operational in internal testing and expected to roll out to customers in 2025, according to Elon Musk during the Q4 2024 earnings call:we do think we will have Optimus in limited production in the natural factory itself, doing useful tasks before the end of this year. And then I think we may be able to sell it externally by the end of next year. These are just guesses.Emir Mulahalilovic X@em013LI have not touched on reinvestment while adding these segments, as the numbers are already extrapolating historical figures that include Tesla spending capital towards these goals. Combining these estimates in the sum-of-the-parts valuation model raises the fair value from ~$170 to ~$210 per share, or ~22.5%.SummaryBreaking down the different business segments within Tesla allows for a better understanding of where the value comes from. Intrinsic value from my sum-of-the-parts DCF model shows that Tesla is currently trading at fair value, despite deliberately not including Robotaxi, robotics, or the supercharger network in my model.By not including the segments in my valuation, I open up the possibility for optionality. This means that the performance of the aforementioned segments is essentially free when I purchase Tesla stock at current trading levels. With this in mind, I assign Tesla, Inc. stock a buy rating.","news_type":1},"isVote":1,"tweetType":1,"viewCount":15,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"EN","totalScore":0},{"id":299065641648144,"gmtCreate":1714025115457,"gmtModify":1714027713633,"author":{"id":"4088135301967120","authorId":"4088135301967120","name":"King19","avatar":"https://static.laohu8.com/default-avatar.jpg","crmLevel":6,"crmLevelSwitch":0},"themes":[],"htmlText":"if your argument is correct, that means only one brand can survive 😂&nbsp; If that's so, how come there are so many automakers in the world?? What a load of crap!!","listText":"if your argument is correct, that means only one brand can survive 😂&nbsp; If that's so, how come there are so many automakers in the world?? What a load of crap!!","text":"if your argument is correct, that means only one brand can survive 😂 If that's so, how come there are so many automakers in the world?? What a load of crap!!","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":0,"commentSize":0,"repostSize":0,"link":"https://ttm.financial/post/299065641648144","repostId":"2429321034","repostType":2,"repost":{"id":"2429321034","pubTimestamp":1714024266,"share":"https://www.laohu8.com/m/news/2429321034?lang=&edition=full","pubTime":"2024-04-25 13:51","market":"us","language":"en","title":"NIO: Business Model Looks Unsustainable","url":"https://stock-news.laohu8.com/highlight/detail?id=2429321034","media":"seekingalpha","summary":"NIO's stock has lost over 50% of its value in the last three months, with deteriorating fundamentals and market share.NIO's Q4 earnings missed EPS estimates, and its revenue growth lags significantly ","content":"<html><head></head><body><ul style=\"\"><li><p>NIO&#39;s stock has lost over 50% of its value in the last three months, with deteriorating fundamentals and market share.</p></li><li><p>NIO&#39;s Q4 earnings missed EPS estimates, and its revenue growth lags significantly behind the overall Chinese EV market.</p></li><li><p>NIO continues to burn cash and is expected to raise new funds, leading to increasing leverage and share count.</p></li></ul><p class=\"t-img-caption\"><img src=\"https://community-static.tradeup.com/news/5ddf0943a93f4ecd7825e6732cb46f8a\" alt=\"Andy Feng\" title=\"Andy Feng\" tg-width=\"750\" tg-height=\"563\"/><span>Andy Feng</span></p><h2 id=\"id_175859912\">Investment thesis</h2><p>I made a big mistake last time when I upgraded my rating for NIO&#39;s stock to bullish as the stock lost more than 50% of its value within the last three months. Last time I overestimated the strength of NIO&#39;s Q4 deliveries data, which did not convert into financial success. In reality, the company&#39;s fundamentals keep deteriorating as its market share is melting down. The company continues to burn cash, which means that the leverage and share count are poised to grow further. NIO appears to be significantly undervalued from the perspective of discounted cash flows, but considering the &#34;rich&#34; history of disappointing investors, even a significant upside potential does not outweigh the risks to me. Moreover, I have doubts about NIO&#39;s business model sustainability. All in all, I downgrade NIO to &#34;Strong Sell&#34; again.</p><h2 id=\"id_3653629294\">Recent developments</h2><p>NIO released its latest quarterly earnings on March 5, when the company topped revenue consensus estimates, but the EPS surprise was negative. Revenue was almost flat in Q4 2023, and the adjusted EPS improved from -$0.52 to -$0.44. It was the tenth quarter in a row when NIO missed EPS estimates.</p><p class=\"t-img-caption\"><img src=\"https://community-static.tradeup.com/news/644636ad039a069ed7c6c968080a3eaf\" alt=\"Seeking Alpha\" title=\"Seeking Alpha\" tg-width=\"585\" tg-height=\"212\"/><span>Seeking Alpha</span></p><p>For the full FY 2023, NIO delivered a 9.7% revenue growth. NIO&#39;s revenue growth in 2023 looks ridiculous compared to the overall Chinese EV market, which expanded by 38% in 2023. NIO bulls might say that looking at the accounting revenue might not be fair enough, and it is better to look at physical volumes delivered. However, from this perspective NIO also lagged behind the countrywide EV market growth with a 30% increase in deliveries in 2023. Lagging behind the market is a significant warning sign to me, which means that NIO is losing its market share to competitors. For example, Li Auto (LI) expanded its deliveries by 182% in 2023. Even Tesla (TSLA) with its massive footprint and production volumes in China, demonstrated a 33% deliveries growth in Chinese market. NIO&#39;s competitor in the luxury segment, Mercedes-Benz (OTCPK:MBGAF) has almost doubled its Chinese EV deliveries in 2023. Another German luxury automaker, BMW (OTCPK:BMWYY) demonstrated a 138% increase in EV deliveries in China. That said, NIO is rapidly losing its market share to competitors.</p><p>However, the start of 2024 was even more sour for NIO. In Q1 2024 NIO delivered 30,053 vehicles, about a thousand less than it did in Q1 2023. To add context, Li Auto delivered more than 80 thousand vehicles, demonstrating a 53% YoY growth. Even XPeng (XPEV), a company which I also consider fundamentally weak, demonstrated a 20% YoY deliveries growth in Q1 2024. Overall, the Chinese EV market grew by 14.7% YoY in Q1 2024. That said, NIO continues losing its market share at a notable pace.</p><p class=\"t-img-caption\"><img src=\"https://community-static.tradeup.com/news/c0b4cc8948c00e64527388c644b540fb\" tg-width=\"635\" tg-height=\"439\"/></p><p>Data by YCharts</p><p>As the company continues burning cash, it has no options other than to raise new funds. That is the reason why the company&#39;s total debt and the share count has skyrocketed in the last two years. Since consensus estimates do not expect the EPS to turn positive until 2027 it is highly likely that the warning trend of increasing leverage and share count to continue over the next several quarters.</p><p class=\"t-img-caption\"><img src=\"https://community-static.tradeup.com/news/a39bb7138155340aed43ed13ebfe7c92\" tg-width=\"635\" tg-height=\"456\"/></p><p>Data by YCharts</p><p>What is most crucial, I have doubts about the sustainability of NIO&#39;s business model. As shown above, revenue demonstrated impressive growth since 2020, but the gross profit has been stagnating and the operating income even declined sharply. In a healthy and sound business model, profitability should follow the revenue growth. Otherwise, there is no point in driving revenue growth, especially considering that NIO still generates operating losses. Below you can see that the more revenue Li Auto generates, the more gross profit and operating income it generates. While the correlation is not perfect and profits lag behind revenue growth, all three metrics are moving in the same direction, indicating that Li&#39;s business model is working.</p><p class=\"t-img-caption\"><img src=\"https://community-static.tradeup.com/news/f8a4064d473ff13e5d5c4c8817c4db40\" tg-width=\"635\" tg-height=\"456\"/></p><p>Data by YCharts</p><p>Current industry trends also do not look favorable for NIO, as evidenced by Tesla&#39;s Q1 earnings. The most technologically advanced [in my opinion] EV company in the world, with a strong track record of ramping up, delivered a mere 3.5% YoY revenue growth in Q1. Tesla also missed consensus revenue estimates by more than half a billion dollars. When an EV giant like Tesla struggles to drive revenue growth and misses consensus estimates, weaker players like NIO are highly likely to face even more severe challenges.</p><p>Overall, I see a myriad of reasons to be bearish about NIO. The company is still struggling to demonstrate the operating leverage, NIO&#39;s market share is melting down, and the balance sheet is poised to suffer for many quarters ahead. Last but certainly not least, I have doubts about the sustainability of NIO&#39;s business model. The more vehicles it sells, the further its operating loss expands, suggesting that under the current model, additional topline growth may lead to further deterioration in shareholder value.</p><h2 id=\"id_4142121545\">Valuation update</h2><p>NIO declined by 51% over the last twelve months and its YTD dynamic has been almost the same with a 55% decline since January 1, 2024. NIO&#39;s valuation ratios now look moderate with price-to-sales ratios moving below one. Since NIO is still deeply unprofitable, most of the ratios are not applicable.</p><p class=\"t-img-caption\"><img src=\"https://community-static.tradeup.com/news/3915e7c3afc0925de37568e53339300e\" tg-width=\"640\" tg-height=\"408\"/></p><p>Seeking Alpha</p><p>Now let me proceed with the discounted cash flow [DCF] simulation. I consider a 15% WACC to be fair considering political and geopolitical risks inherent to all Chinese stocks together with company-specific several fundamental weaknesses, which I have highlighted in the section above. My WACC assumption is also backed by the CAPM approach. NIO&#39;s market beta is 1.95, according to Yahoo Finance. China&#39;s 10-year governmental bonds yield is currently at 2.28%, which I use as a risk-free rate. A 6.5% equity risk premium for Chinese stocks is my personal judgment, which is approximately in line with the levels recommended by Aswath Damodaran [5.63% equity risk premium + 1.03% country risk premium]. The CAPM formula gives me 14.96%, but I round it up to 15%.</p><p class=\"t-img-caption\"><img src=\"https://community-static.tradeup.com/news/5fb4254dec0079d5d6df52a4270c272c\" tg-width=\"295\" tg-height=\"126\"/></p><p>Author&#39;s calculations</p><p>Due to the fierce competition, which is poised to intensify further, I expect NIO to underperform compared to the overall Chinese EV market and project a 10% revenue growth. Consensus EPS estimates project the bottom line to become positive not earlier than FY 2027. Therefore, I project that NIO will deliver a 1% FCF margin in FY 2027 and will proceed further with a one percentage point yearly expansion, which correlates with the revenue growth projection.</p><p class=\"t-img-caption\"><img src=\"https://community-static.tradeup.com/news/d59b72caa9b659ee97300e946417836c\" tg-width=\"640\" tg-height=\"242\"/></p><p>Author&#39;s calculations</p><p>According to my DCF valuation, the stock is around 41% undervalued. However, I consider such a deep discount to be fair given all the fundamental weaknesses the company demonstrates. A 41% upside potential is insufficient to me because all the risks I have highlighted in &#34;Recent developments&#34; suggest that there are risks that NIO might potentially be out of business within the next couple of years, if the company does not find its path toward profitability. Should this occur, investors could potentially lose up to 100% of their investment in NIO, which does not appear to offer a fair risk-to-reward relationship.</p><h2 id=\"id_3074835760\">Risks to my bearish thesis</h2><p>NIO is still backed by an investment vehicle controlled by the government of oil-rich Abu Dhabi. The company received another $2.2 billion in late 2023, which indicates firm confidence of NIO&#39;s major investor in the business&#39;s prospects. With such a support from a wealthy investor, NIO might eventually come up with a new jaw-dropping technology or a new best-selling model. Even if NIO continues stagnating, every new piece of information regarding a new tranche from the Abu Dhabi fund might lead to share price spikes.</p><p>NIO&#39;s stock does not exist in vacuum and its movements also depend on the sentiment around the whole EV industry, or even the health of biggest names like Tesla and BYD (OTCPK:BYDDF). The company&#39;s fundamentals might not improve, but a potential rally in Tesla&#39;s stock might be beneficial for the NIO&#39;s share price. The same with other news which do not directly improve NIO&#39;s fundamentals, like the accelerated growth in the Chinese economy or improved geopolitical situation between China and the U.S., which will highly likely lead to a rally in all most popular Chinese stocks.</p><p>The largest EV maker in the world, BYD, is not currently presented in the luxury segment. I believe there is a possibility that BYD might wish to expand its reach to high-end consumers, potentially making NIO a target for acquisition. Should this happen, NIO&#39;s shares might be bought out by BYD at a premium. Even if this potential deal never materializes, the stock could surge on rumors of such a possibility, which would work against my thesis.</p><h2 id=\"id_2700107202\">Bottom line</h2><p>To conclude, NIO is a &#34;Strong Sell&#34;. The Chinese EV market is steadily maturing, and growth rates are poised to cool down. At the same time, the competition is intensifying, and NIO does not look like a powerful enough player to compete in this red ocean. The attractive valuation should not mislead potential investors as the company&#39;s strategic positioning is weak, and its business model appears to be unsustainable.</p><p>Editor&#39;s Note: This article discusses one or more securities that do not trade on a major U.S. exchange. Please be aware of the risks associated with these stocks.</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>NIO: Business Model Looks Unsustainable</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\">\nNIO: Business Model Looks Unsustainable\n</h2>\n\n<h4 class=\"meta\">\n\n\n2024-04-25 13:51 GMT+8&nbsp;&nbsp;&nbsp;<a href=https://seekingalpha.com/article/4685590-nio-stock-business-model-looks-unsustainable><strong>seekingalpha</strong></a>\n\n\n</h4>\n\n</header>\n<article>\n<div>\n<p>NIO's stock has lost over 50% of its value in the last three months, with deteriorating fundamentals and market share.NIO's Q4 earnings missed EPS estimates, and its revenue growth lags significantly ...</p>\n\n<a href=\"https://seekingalpha.com/article/4685590-nio-stock-business-model-looks-unsustainable\">Web Link</a>\n\n</div>\n\n\n</article>\n</div>\n</body>\n</html>\n","type":0,"thumbnail":"","relate_stocks":{"LU0820562030.AUD":"ALLIANZ INCOME AND GROWTH \"AMH2\" (AUDHDG) H2 INC","LU2063271972.USD":"富兰克林创新领域基金","BK4592":"伊斯兰概念","BK4585":"ETF&股票定投概念","IE00BWXC8680.SGD":"PINEBRIDGE US LARGE CAP RESEARCH ENHANCED \"A5\" (SGD) ACC","LU0466842654.USD":"HSBC ISLAMIC GLOBAL EQUITY INDEX \"A\" (USD) ACC","IE00BSNM7G36.USD":"NEUBERGER BERMAN SYSTEMATIC GLOBAL SUSTAINABLE VALUE \"A\" (USD) ACC","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","LU2087621335.USD":"ALLSPRING GLOBAL FACTOR ENHANCED EQUITY \"A\" (USD) ACC","LU2326559502.SGD":"Natixis Loomis Sayles US Growth Equity P/A SGD-H","BK4509":"腾讯概念","LU1720051017.SGD":"Allianz Global Artificial Intelligence AT Acc H2-SGD","LU0198837287.USD":"UBS (LUX) EQUITY SICAV - USA GROWTH \"P\" (USD) ACC","LU1861215975.USD":"贝莱德新一代科技基金 A2","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","NIO":"蔚来","LU0820561818.USD":"安联收益及增长平衡基金Cl AM DIS","LU1861220033.SGD":"Blackrock Next Generation Technology A2 SGD-H","BK4527":"明星科技股","LU0320764599.SGD":"FTIF - Templeton China A Acc SGD","LU2602419157.SGD":"HSBC ISLAMIC GLOBAL EQUITY INDEX \"AC\" (SGD) ACC","BK4588":"碎股","BK4526":"热门中概股","BK4503":"景林资产持仓","LU2756315318.SGD":"ALLIANZ INCOME AND GROWTH \"AMG\" (SGDHDG) INC A","09866":"蔚来-SW","BK4574":"无人驾驶","LU1720051108.HKD":"ALLIANZ GLOBAL ARTIFICIAL INTELLIGENCE \"AT\" (HKD) ACC","BK4551":"寇图资本持仓","LU0234570918.USD":"高盛全球核心股票组合Acc Close","BK4505":"高瓴资本持仓","LU1839511570.USD":"WELLS FARGO GLOBAL FACTOR ENHANCED EQUITY \"I\" (USD) ACC","BK4581":"高盛持仓","LU1861559042.SGD":"日兴方舟颠覆性创新基金B SGD","LU0820561909.HKD":"ALLIANZ INCOME AND GROWTH \"AM\" (HKD) INC","BK4504":"桥水持仓","NIO.SI":"蔚来","LU0708995583.HKD":"TEMPLETON CHINA \"A\" (HKD) ACC","BK4563":"昨日强势股","LU0719512351.SGD":"JPMorgan Funds - US Technology A (acc) SGD","LU0056508442.USD":"贝莱德世界科技基金A2","LU0234572021.USD":"高盛美国核心股票组合Acc"},"source_url":"https://seekingalpha.com/article/4685590-nio-stock-business-model-looks-unsustainable","is_english":true,"share_image_url":"https://static.laohu8.com/5a36db9d73b4222bc376d24ccc48c8a4","article_id":"2429321034","content_text":"NIO's stock has lost over 50% of its value in the last three months, with deteriorating fundamentals and market share.NIO's Q4 earnings missed EPS estimates, and its revenue growth lags significantly behind the overall Chinese EV market.NIO continues to burn cash and is expected to raise new funds, leading to increasing leverage and share count.Andy FengInvestment thesisI made a big mistake last time when I upgraded my rating for NIO's stock to bullish as the stock lost more than 50% of its value within the last three months. Last time I overestimated the strength of NIO's Q4 deliveries data, which did not convert into financial success. In reality, the company's fundamentals keep deteriorating as its market share is melting down. The company continues to burn cash, which means that the leverage and share count are poised to grow further. NIO appears to be significantly undervalued from the perspective of discounted cash flows, but considering the \"rich\" history of disappointing investors, even a significant upside potential does not outweigh the risks to me. Moreover, I have doubts about NIO's business model sustainability. All in all, I downgrade NIO to \"Strong Sell\" again.Recent developmentsNIO released its latest quarterly earnings on March 5, when the company topped revenue consensus estimates, but the EPS surprise was negative. Revenue was almost flat in Q4 2023, and the adjusted EPS improved from -$0.52 to -$0.44. It was the tenth quarter in a row when NIO missed EPS estimates.Seeking AlphaFor the full FY 2023, NIO delivered a 9.7% revenue growth. NIO's revenue growth in 2023 looks ridiculous compared to the overall Chinese EV market, which expanded by 38% in 2023. NIO bulls might say that looking at the accounting revenue might not be fair enough, and it is better to look at physical volumes delivered. However, from this perspective NIO also lagged behind the countrywide EV market growth with a 30% increase in deliveries in 2023. Lagging behind the market is a significant warning sign to me, which means that NIO is losing its market share to competitors. For example, Li Auto (LI) expanded its deliveries by 182% in 2023. Even Tesla (TSLA) with its massive footprint and production volumes in China, demonstrated a 33% deliveries growth in Chinese market. NIO's competitor in the luxury segment, Mercedes-Benz (OTCPK:MBGAF) has almost doubled its Chinese EV deliveries in 2023. Another German luxury automaker, BMW (OTCPK:BMWYY) demonstrated a 138% increase in EV deliveries in China. That said, NIO is rapidly losing its market share to competitors.However, the start of 2024 was even more sour for NIO. In Q1 2024 NIO delivered 30,053 vehicles, about a thousand less than it did in Q1 2023. To add context, Li Auto delivered more than 80 thousand vehicles, demonstrating a 53% YoY growth. Even XPeng (XPEV), a company which I also consider fundamentally weak, demonstrated a 20% YoY deliveries growth in Q1 2024. Overall, the Chinese EV market grew by 14.7% YoY in Q1 2024. That said, NIO continues losing its market share at a notable pace.Data by YChartsAs the company continues burning cash, it has no options other than to raise new funds. That is the reason why the company's total debt and the share count has skyrocketed in the last two years. Since consensus estimates do not expect the EPS to turn positive until 2027 it is highly likely that the warning trend of increasing leverage and share count to continue over the next several quarters.Data by YChartsWhat is most crucial, I have doubts about the sustainability of NIO's business model. As shown above, revenue demonstrated impressive growth since 2020, but the gross profit has been stagnating and the operating income even declined sharply. In a healthy and sound business model, profitability should follow the revenue growth. Otherwise, there is no point in driving revenue growth, especially considering that NIO still generates operating losses. Below you can see that the more revenue Li Auto generates, the more gross profit and operating income it generates. While the correlation is not perfect and profits lag behind revenue growth, all three metrics are moving in the same direction, indicating that Li's business model is working.Data by YChartsCurrent industry trends also do not look favorable for NIO, as evidenced by Tesla's Q1 earnings. The most technologically advanced [in my opinion] EV company in the world, with a strong track record of ramping up, delivered a mere 3.5% YoY revenue growth in Q1. Tesla also missed consensus revenue estimates by more than half a billion dollars. When an EV giant like Tesla struggles to drive revenue growth and misses consensus estimates, weaker players like NIO are highly likely to face even more severe challenges.Overall, I see a myriad of reasons to be bearish about NIO. The company is still struggling to demonstrate the operating leverage, NIO's market share is melting down, and the balance sheet is poised to suffer for many quarters ahead. Last but certainly not least, I have doubts about the sustainability of NIO's business model. The more vehicles it sells, the further its operating loss expands, suggesting that under the current model, additional topline growth may lead to further deterioration in shareholder value.Valuation updateNIO declined by 51% over the last twelve months and its YTD dynamic has been almost the same with a 55% decline since January 1, 2024. NIO's valuation ratios now look moderate with price-to-sales ratios moving below one. Since NIO is still deeply unprofitable, most of the ratios are not applicable.Seeking AlphaNow let me proceed with the discounted cash flow [DCF] simulation. I consider a 15% WACC to be fair considering political and geopolitical risks inherent to all Chinese stocks together with company-specific several fundamental weaknesses, which I have highlighted in the section above. My WACC assumption is also backed by the CAPM approach. NIO's market beta is 1.95, according to Yahoo Finance. China's 10-year governmental bonds yield is currently at 2.28%, which I use as a risk-free rate. A 6.5% equity risk premium for Chinese stocks is my personal judgment, which is approximately in line with the levels recommended by Aswath Damodaran [5.63% equity risk premium + 1.03% country risk premium]. The CAPM formula gives me 14.96%, but I round it up to 15%.Author's calculationsDue to the fierce competition, which is poised to intensify further, I expect NIO to underperform compared to the overall Chinese EV market and project a 10% revenue growth. Consensus EPS estimates project the bottom line to become positive not earlier than FY 2027. Therefore, I project that NIO will deliver a 1% FCF margin in FY 2027 and will proceed further with a one percentage point yearly expansion, which correlates with the revenue growth projection.Author's calculationsAccording to my DCF valuation, the stock is around 41% undervalued. However, I consider such a deep discount to be fair given all the fundamental weaknesses the company demonstrates. A 41% upside potential is insufficient to me because all the risks I have highlighted in \"Recent developments\" suggest that there are risks that NIO might potentially be out of business within the next couple of years, if the company does not find its path toward profitability. Should this occur, investors could potentially lose up to 100% of their investment in NIO, which does not appear to offer a fair risk-to-reward relationship.Risks to my bearish thesisNIO is still backed by an investment vehicle controlled by the government of oil-rich Abu Dhabi. The company received another $2.2 billion in late 2023, which indicates firm confidence of NIO's major investor in the business's prospects. With such a support from a wealthy investor, NIO might eventually come up with a new jaw-dropping technology or a new best-selling model. Even if NIO continues stagnating, every new piece of information regarding a new tranche from the Abu Dhabi fund might lead to share price spikes.NIO's stock does not exist in vacuum and its movements also depend on the sentiment around the whole EV industry, or even the health of biggest names like Tesla and BYD (OTCPK:BYDDF). The company's fundamentals might not improve, but a potential rally in Tesla's stock might be beneficial for the NIO's share price. The same with other news which do not directly improve NIO's fundamentals, like the accelerated growth in the Chinese economy or improved geopolitical situation between China and the U.S., which will highly likely lead to a rally in all most popular Chinese stocks.The largest EV maker in the world, BYD, is not currently presented in the luxury segment. I believe there is a possibility that BYD might wish to expand its reach to high-end consumers, potentially making NIO a target for acquisition. Should this happen, NIO's shares might be bought out by BYD at a premium. Even if this potential deal never materializes, the stock could surge on rumors of such a possibility, which would work against my thesis.Bottom lineTo conclude, NIO is a \"Strong Sell\". The Chinese EV market is steadily maturing, and growth rates are poised to cool down. At the same time, the competition is intensifying, and NIO does not look like a powerful enough player to compete in this red ocean. The attractive valuation should not mislead potential investors as the company's strategic positioning is weak, and its business model appears to be unsustainable.Editor's Note: This article discusses one or more securities that do not trade on a major U.S. exchange. Please be aware of the risks associated with these stocks.","news_type":1},"isVote":1,"tweetType":1,"viewCount":9,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"EN","totalScore":0},{"id":299049713475768,"gmtCreate":1714018748147,"gmtModify":1714018753991,"author":{"id":"4088135301967120","authorId":"4088135301967120","name":"King19","avatar":"https://static.laohu8.com/default-avatar.jpg","crmLevel":6,"crmLevelSwitch":0},"themes":[],"htmlText":"😂 like that also can... prata 🤴 😃&nbsp;","listText":"😂 like that also can... prata 🤴 😃&nbsp;","text":"😂 like that also can... prata 🤴 😃","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":0,"commentSize":0,"repostSize":0,"link":"https://ttm.financial/post/299049713475768","repostId":"1100666712","repostType":2,"repost":{"id":"1100666712","pubTimestamp":1714013771,"share":"https://www.laohu8.com/m/news/1100666712?lang=&edition=full","pubTime":"2024-04-25 10:56","market":"us","language":"en","title":"Can Tesla Escape Its Troubles?","url":"https://stock-news.laohu8.com/highlight/detail?id=1100666712","media":"Bloomberg","summary":"Tesla Inc. became one of the most valuable companies in the world by proving it was possible to sell battery-powered electric vehicles at a profit and in high volumes. But for much of 2024, investors ","content":"<html><head></head><body><p>Tesla Inc. became one of the most valuable companies in the world by proving it was possible to sell battery-powered electric vehicles at a profit and in high volumes. But for much of 2024, investors have questioned Tesla’s outlook: The stock cratered amid slumping sales, confusing signals about its product strategy and concerns that its aging lineup wasn’t keeping pace.</p><p>Tesla’s erratic leader, Elon Musk, seemed more focused on the promise of an autonomous robotaxi than plans to develop a more affordable electric vehicle that could go head-to-head with competitors like China’s BYD Co. — even though Tesla’s driver-assistance software, known as Full Self-Driving, still requires active monitoring by a human being.</p><p>Now Musk has sent Wall Street a message on both scores: Tesla is becoming an artificial intelligence company, and autonomy is, indeed, its No. 1 priority, Musk declared during an April 23 earnings call. “If somebody doesn’t believe Tesla is going to solve autonomy, I think they should not be an investor in the company,” the chief executive officer said. “We will, and we are.”</p><p>At the same time, Tesla assured investors that it’s accelerating plans to launch cheaper models. The new vehicles will be built on the same manufacturing lines Tesla uses for its current lineup and be ready by early 2025, if not before year-end, Musk said.</p><p>Tesla still faces many challenges, including high interest rates that are keeping many consumers on the sidelines and competition from both electric and hybrid gas-electric vehicles.</p><p>Here’s a look at the challenges facing Tesla.</p><p class=\"t-img-caption\"><img src=\"https://community-static.tradeup.com/news/7a3a1b44fc6fd0579c9fc9438fbb0dbd\" tg-width=\"772\" tg-height=\"471\"/></p><h3 id=\"id_2582256520\" style=\"text-align: start;\">Demand Has Weakened</h3><p style=\"text-align: start;\">The initial EV buyers were mainly high-income technology enthusiasts who were using EVs as second cars. Now, those buyers are largely sated, industry experts say, and demand growth is slowing as a result: After US EV sales rose by 60% in 2022 and 47% in 2023, they’re expected to climb only 11% this year, according to a forecast by UBS Group AG.</p><p style=\"text-align: start;\">Tesla’s deliveries actually fell by 8.5% in the first quarter from a year earlier, missing Bloomberg’s average estimate by the biggest margin ever. “The EV adoption rate globally is under pressure, and a lot of other auto manufacturers are pulling back on EVs and pursuing plug-in hybrids instead. We believe this is not the right strategy, and electric vehicles will ultimately dominate the market,” Musk said on the first-quarter earnings call.</p><p style=\"text-align: start;\">The first-quarter decline in deliveries was out of character for Tesla. Growth has been central to its value proposition for investors: About 79% of the company’s current valuation is predicated on its future earnings potential, according to a DataTrek analysis.</p><p style=\"text-align: start;\">A big question for investors this year has centered on where the future growth would come from. Tesla’s newest model — the high-voltage, stainless steel Cybertruck — was recalled on April 19 to fix faulty accelerator pedals, and has yet to enter the market in high volume.</p><p>Concerns about growth have made Tesla one of the worst performers on the S&amp;P 500 Index this year. Yet even after the slide, it remains the most expensive stock among the Magnificent 7 group of big tech companies as measured by the ratio of price to earnings.</p><p style=\"text-align: start;\">Tesla believers say the company is worth the premium because the future of cars is electric – President Joe Biden is pushing for EVs to make up at least half of new US car sales by 2030 – and because Tesla is still the only profitable US carmaker that makes only EVs. Tesla now insists that future is also autonomous.</p><p class=\"t-img-caption\"><img src=\"https://community-static.tradeup.com/news/3ebada49afd37e3a6a39f7a230b1b5b6\" tg-width=\"781\" tg-height=\"454\"/></p><h3 id=\"id_702732076\" style=\"text-align: start;\">Competition Has Intensified</h3><p style=\"text-align: start;\">Just as demand wanes, dozens of new EV models are hitting the US market. At least 51 EVs models – including Tesla’s Model S, X, 3 and Y – are already available for sale in the US, up from 32 models a year ago, S&amp;P Global says. Cox Automotive, an industry researcher, expects at least 70 more models to enter the market through the end of 2025.</p><p style=\"text-align: start;\">So consumers — some of whom are turned off by Musk’s incessant posting on X, the social platform he owns, and by his controversial political comments — have a lot of choices when it comes to buying an electric car. Tesla’s share of the EV market in the US was roughly 51% in the first quarter, Cox says, down from almost 62% a year earlier.</p><p style=\"text-align: start;\">The competition is even fiercer outside the US, where Chinese carmakers dominate. About half of all EVs sold globally are Chinese brands — BYD, the top brand within China, sold more cars than Tesla did in the last quarter of 2023, though Tesla regained the lead in the following quarter. (Almost no Chinese EVs are sold in the US because they’re subject to 25% tariffs.)</p><p>China’s EV advantage is in batteries — the most expensive part of an EV. They’re much cheaper in China because of the country’s control of the mining and processing of component materials such as lithium, cobalt, manganese and rare earth metals. UBS analysts say BYD had a 25% cost advantage over North American and European brands in 2023. Its cheapest model goes for $10,000. Tesla’s cheapest Model Y — the world’s best-selling car of any kind last year — is about $35,000 in the US after accounting for federal tax credits.</p><p style=\"text-align: start;\">Musk has repeatedly slashed prices on Tesla models in response to the heightened competition. That has slowed Tesla’s market share losses but has also taken a significant toll on its profit margins.</p><p class=\"t-img-caption\"><img src=\"https://community-static.tradeup.com/news/119025847332d05e3706df30cb90954d\" tg-width=\"751\" tg-height=\"598\"/></p><h3 id=\"id_2646001166\" style=\"text-align: start;\">Product Pipeline Is Still Unclear</h3><p style=\"text-align: start;\">Tesla’s next source of volume was expected to be a more affordable model costing roughly $25,000. Musk first teased about such a car in September 2020, saying a series of innovations Tesla was working on would enable it to make an EV at that price within about three years. As recently as January, Musk said Tesla was “very far along” with work on its lower-cost vehicle.</p><p style=\"text-align: start;\">Then, in early April, Reuters reported that Tesla had shelved plans for the cheaper vehicle to prioritize its robotaxi, creating bedlam among investors. The tension within Tesla over Musk’s desire to focus on the robotaxi is nothing new. It was chronicled by Walter Isaacson, who wrote in his book published in September that the billionaire had “repeatedly vetoed” plans to make a less-expensive model. Musk refused to give any details about a new, more-affordable model when asked about them by analysts on the first-quarter call.</p><p>Now Tesla says it’s accelerating plans for new, more affordable models using aspects of a next-generation platform that had initially been slated for the second half of 2025. Using its existing manufacturing lines will allow it to move up that schedule, Tesla says. Bloomberg News reported on April 22 that the new models could be cheaper iterations of the Model Y and Model 3, the company’s two most popular EVs.</p><p class=\"t-img-caption\"><img src=\"https://community-static.tradeup.com/news/ee59a296202b272bb2398d8255486a0c\" tg-width=\"771\" tg-height=\"675\"/></p><h3 id=\"id_3543415043\" style=\"text-align: start;\">Autonomous Driving Is Unproven</h3><p style=\"text-align: start;\">The idea of creating an autonomous taxi service has been kicking around Tesla for at least eight years. Musk is extremely bullish on the progress that Tesla has made and lays out a vision in which the company operates millions of EVs in a fleet of robotaxis, a service that would mimic what ride-hailing companies like Uber Technologies Inc. offer.</p><p>“The future is not only electric, but also autonomous,” Tesla said in its first-quarter letter to shareholders. “We believe scaled autonomy is only possible with data from millions of vehicles and an immense AI training cluster. We have, and continue to expand, both.”</p><p style=\"text-align: start;\">But the company has yet to offer features that can safely be used without drivers keeping their eyes on the road and hands on the wheel. Tesla has had to recall millions of cars and faced many lawsuits over crashes that involved its driver-assistance system, which is sold separately and has been a perpetual revenue letdown.</p><p class=\"t-img-caption\"><img src=\"https://community-static.tradeup.com/news/b8b2d0c0735f9685766d4349e2eda5e5\" tg-width=\"732\" tg-height=\"627\"/></p><h3 id=\"id_4055308989\" style=\"text-align: start;\">Musk Is Being Musk</h3><p style=\"text-align: start;\">Musk and Tesla have long been almost synonymous: He’s the face of the company and has been the CEO since 2008. His track record of turning startups into money machines makes Tesla popular among professional investors and legions of retail investors. But his unusually close relationship with the board of directors that’s supposed to supervise him has drawn negative attention, for everything from Musk’s $56 billion pay package — which the company is fighting to protect after a judged rejected it — to his alleged drug use.</p><p style=\"text-align: start;\">Shareholder groups have voiced other complaints. One said Musk was distracted by his commitments to other five companies he runs, including SpaceX and Neuralink. His chaotic 2022 takeover of Twitter Inc., the social media company he’s renamed X, contributed to Tesla losing $672 billion in market capitalization that year, the shareholders said.<br/></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>Can Tesla Escape Its Troubles?</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\">\nCan Tesla Escape Its Troubles?\n</h2>\n\n<h4 class=\"meta\">\n\n\n2024-04-25 10:56 GMT+8&nbsp;&nbsp;&nbsp;<a href=https://www.bloomberg.com/news/articles/2024-04-24/tesla-tsla-can-musk-s-robotaxi-dream-help-ev-maker-fix-its-troubles><strong>Bloomberg</strong></a>\n\n\n</h4>\n\n</header>\n<article>\n<div>\n<p>Tesla Inc. became one of the most valuable companies in the world by proving it was possible to sell battery-powered electric vehicles at a profit and in high volumes. But for much of 2024, investors ...</p>\n\n<a href=\"https://www.bloomberg.com/news/articles/2024-04-24/tesla-tsla-can-musk-s-robotaxi-dream-help-ev-maker-fix-its-troubles\">Web Link</a>\n\n</div>\n\n\n</article>\n</div>\n</body>\n</html>\n","type":0,"thumbnail":"","relate_stocks":{"TSLA":"特斯拉"},"source_url":"https://www.bloomberg.com/news/articles/2024-04-24/tesla-tsla-can-musk-s-robotaxi-dream-help-ev-maker-fix-its-troubles","is_english":true,"share_image_url":"https://static.laohu8.com/e9f99090a1c2ed51c021029395664489","article_id":"1100666712","content_text":"Tesla Inc. became one of the most valuable companies in the world by proving it was possible to sell battery-powered electric vehicles at a profit and in high volumes. But for much of 2024, investors have questioned Tesla’s outlook: The stock cratered amid slumping sales, confusing signals about its product strategy and concerns that its aging lineup wasn’t keeping pace.Tesla’s erratic leader, Elon Musk, seemed more focused on the promise of an autonomous robotaxi than plans to develop a more affordable electric vehicle that could go head-to-head with competitors like China’s BYD Co. — even though Tesla’s driver-assistance software, known as Full Self-Driving, still requires active monitoring by a human being.Now Musk has sent Wall Street a message on both scores: Tesla is becoming an artificial intelligence company, and autonomy is, indeed, its No. 1 priority, Musk declared during an April 23 earnings call. “If somebody doesn’t believe Tesla is going to solve autonomy, I think they should not be an investor in the company,” the chief executive officer said. “We will, and we are.”At the same time, Tesla assured investors that it’s accelerating plans to launch cheaper models. The new vehicles will be built on the same manufacturing lines Tesla uses for its current lineup and be ready by early 2025, if not before year-end, Musk said.Tesla still faces many challenges, including high interest rates that are keeping many consumers on the sidelines and competition from both electric and hybrid gas-electric vehicles.Here’s a look at the challenges facing Tesla.Demand Has WeakenedThe initial EV buyers were mainly high-income technology enthusiasts who were using EVs as second cars. Now, those buyers are largely sated, industry experts say, and demand growth is slowing as a result: After US EV sales rose by 60% in 2022 and 47% in 2023, they’re expected to climb only 11% this year, according to a forecast by UBS Group AG.Tesla’s deliveries actually fell by 8.5% in the first quarter from a year earlier, missing Bloomberg’s average estimate by the biggest margin ever. “The EV adoption rate globally is under pressure, and a lot of other auto manufacturers are pulling back on EVs and pursuing plug-in hybrids instead. We believe this is not the right strategy, and electric vehicles will ultimately dominate the market,” Musk said on the first-quarter earnings call.The first-quarter decline in deliveries was out of character for Tesla. Growth has been central to its value proposition for investors: About 79% of the company’s current valuation is predicated on its future earnings potential, according to a DataTrek analysis.A big question for investors this year has centered on where the future growth would come from. Tesla’s newest model — the high-voltage, stainless steel Cybertruck — was recalled on April 19 to fix faulty accelerator pedals, and has yet to enter the market in high volume.Concerns about growth have made Tesla one of the worst performers on the S&P 500 Index this year. Yet even after the slide, it remains the most expensive stock among the Magnificent 7 group of big tech companies as measured by the ratio of price to earnings.Tesla believers say the company is worth the premium because the future of cars is electric – President Joe Biden is pushing for EVs to make up at least half of new US car sales by 2030 – and because Tesla is still the only profitable US carmaker that makes only EVs. Tesla now insists that future is also autonomous.Competition Has IntensifiedJust as demand wanes, dozens of new EV models are hitting the US market. At least 51 EVs models – including Tesla’s Model S, X, 3 and Y – are already available for sale in the US, up from 32 models a year ago, S&P Global says. Cox Automotive, an industry researcher, expects at least 70 more models to enter the market through the end of 2025.So consumers — some of whom are turned off by Musk’s incessant posting on X, the social platform he owns, and by his controversial political comments — have a lot of choices when it comes to buying an electric car. Tesla’s share of the EV market in the US was roughly 51% in the first quarter, Cox says, down from almost 62% a year earlier.The competition is even fiercer outside the US, where Chinese carmakers dominate. About half of all EVs sold globally are Chinese brands — BYD, the top brand within China, sold more cars than Tesla did in the last quarter of 2023, though Tesla regained the lead in the following quarter. (Almost no Chinese EVs are sold in the US because they’re subject to 25% tariffs.)China’s EV advantage is in batteries — the most expensive part of an EV. They’re much cheaper in China because of the country’s control of the mining and processing of component materials such as lithium, cobalt, manganese and rare earth metals. UBS analysts say BYD had a 25% cost advantage over North American and European brands in 2023. Its cheapest model goes for $10,000. Tesla’s cheapest Model Y — the world’s best-selling car of any kind last year — is about $35,000 in the US after accounting for federal tax credits.Musk has repeatedly slashed prices on Tesla models in response to the heightened competition. That has slowed Tesla’s market share losses but has also taken a significant toll on its profit margins.Product Pipeline Is Still UnclearTesla’s next source of volume was expected to be a more affordable model costing roughly $25,000. Musk first teased about such a car in September 2020, saying a series of innovations Tesla was working on would enable it to make an EV at that price within about three years. As recently as January, Musk said Tesla was “very far along” with work on its lower-cost vehicle.Then, in early April, Reuters reported that Tesla had shelved plans for the cheaper vehicle to prioritize its robotaxi, creating bedlam among investors. The tension within Tesla over Musk’s desire to focus on the robotaxi is nothing new. It was chronicled by Walter Isaacson, who wrote in his book published in September that the billionaire had “repeatedly vetoed” plans to make a less-expensive model. Musk refused to give any details about a new, more-affordable model when asked about them by analysts on the first-quarter call.Now Tesla says it’s accelerating plans for new, more affordable models using aspects of a next-generation platform that had initially been slated for the second half of 2025. Using its existing manufacturing lines will allow it to move up that schedule, Tesla says. Bloomberg News reported on April 22 that the new models could be cheaper iterations of the Model Y and Model 3, the company’s two most popular EVs.Autonomous Driving Is UnprovenThe idea of creating an autonomous taxi service has been kicking around Tesla for at least eight years. Musk is extremely bullish on the progress that Tesla has made and lays out a vision in which the company operates millions of EVs in a fleet of robotaxis, a service that would mimic what ride-hailing companies like Uber Technologies Inc. offer.“The future is not only electric, but also autonomous,” Tesla said in its first-quarter letter to shareholders. “We believe scaled autonomy is only possible with data from millions of vehicles and an immense AI training cluster. We have, and continue to expand, both.”But the company has yet to offer features that can safely be used without drivers keeping their eyes on the road and hands on the wheel. Tesla has had to recall millions of cars and faced many lawsuits over crashes that involved its driver-assistance system, which is sold separately and has been a perpetual revenue letdown.Musk Is Being MuskMusk and Tesla have long been almost synonymous: He’s the face of the company and has been the CEO since 2008. His track record of turning startups into money machines makes Tesla popular among professional investors and legions of retail investors. But his unusually close relationship with the board of directors that’s supposed to supervise him has drawn negative attention, for everything from Musk’s $56 billion pay package — which the company is fighting to protect after a judged rejected it — to his alleged drug use.Shareholder groups have voiced other complaints. One said Musk was distracted by his commitments to other five companies he runs, including SpaceX and Neuralink. His chaotic 2022 takeover of Twitter Inc., the social media company he’s renamed X, contributed to Tesla losing $672 billion in market capitalization that year, the shareholders said.","news_type":1},"isVote":1,"tweetType":1,"viewCount":50,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"EN","totalScore":0},{"id":296266087338024,"gmtCreate":1713350864249,"gmtModify":1713350867195,"author":{"id":"4088135301967120","authorId":"4088135301967120","name":"King19","avatar":"https://static.laohu8.com/default-avatar.jpg","crmLevel":6,"crmLevelSwitch":0},"themes":[],"htmlText":"😂&nbsp;","listText":"😂&nbsp;","text":"😂","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":2,"commentSize":0,"repostSize":0,"link":"https://ttm.financial/post/296266087338024","repostId":"1162483439","repostType":2,"repost":{"id":"1162483439","pubTimestamp":1713350580,"share":"https://www.laohu8.com/m/news/1162483439?lang=&edition=full","pubTime":"2024-04-17 18:43","market":"us","language":"en","title":"Tesla Asks Investors to Approve Musk’s $56 Billion Pay Again","url":"https://stock-news.laohu8.com/highlight/detail?id=1162483439","media":"Bloomberg","summary":"Tesla Inc. will have shareholders vote again on its massive compensation package for Elon Musk after a Delaware court voided a $56 billion award arranged for the chief executive officer in 2018.In its proxy filing issued Wednesday, Tesla also said it will call a vote on moving the company’s state of incorporation to Texas, from Delaware. The electric-car maker will hold its annual meeting on June 13.","content":"<html><head></head><body><ul style=\"\"><li><p>Company also calls vote on moving incorporation to Texas</p></li><li><p>Tesla chair criticizes Delaware court that voided CEO’s award</p></li></ul><p class=\"t-img-caption\"><img src=\"https://community-static.tradeup.com/news/d5299b8b19f42512e141b02f56b108a3\" alt=\"Elon Musk\" title=\"Elon Musk\" tg-width=\"2000\" tg-height=\"1333\"/><span>Elon Musk</span></p><p style=\"text-align: start;\">Tesla Inc. will have shareholders vote again on its compensation package for Elon Musk after a Delaware court voided the $56 billion award arranged for the chief executive officer in 2018.</p><p style=\"text-align: start;\">In its proxy filing issued Wednesday, Tesla also said it will call a vote on moving the company’s state of incorporation to Texas from Delaware. The electric-car maker will convene its annual meeting on June 13.</p><p style=\"text-align: start;\">Tesla Chair Robyn Denholm criticized the Delaware Chancery Court’s January decision, writing in the proxy that it amounted to second-guessing shareholders who had approved Musk’s compensation. Chief Judge Kathaleen St. J. McCormick described the company’s directors as “supine servants of an overweening master” and said they hadn’t looked out for the best interests of investors.</p><p>“Because the Delaware Court second-guessed your decision, Elon has not been paid for any of his work for Tesla for the past six years that has helped to generate significant growth and stockholder value,” Denholm wrote.</p><p>The shareholder who sued Tesla over the CEO’s compensation criticized it as excessive and opaque. Musk, who runs six companies, said early this year he preferred to work on artificial intelligence and robotics products elsewhere unless he owns a 25% stake in Tesla. He now owns about 13% of the company.</p><p style=\"text-align: start;\">Tesla shares rose 1.1% as of 7 a.m. New York time, before the start of regular trading. The stock tumbled 37% this year through Tuesday’s close.</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 Asks Investors to Approve Musk’s $56 Billion Pay Again</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 Asks Investors to Approve Musk’s $56 Billion Pay Again\n</h2>\n\n<h4 class=\"meta\">\n\n\n2024-04-17 18:43 GMT+8&nbsp;&nbsp;&nbsp;<a href=https://www.bloomberg.com/news/articles/2024-04-17/tesla-asks-shareholders-to-re-ratify-musk-s-56-billion-payout><strong>Bloomberg</strong></a>\n\n\n</h4>\n\n</header>\n<article>\n<div>\n<p>Company also calls vote on moving incorporation to TexasTesla chair criticizes Delaware court that voided CEO’s awardElon MuskTesla Inc. will have shareholders vote again on its compensation package ...</p>\n\n<a href=\"https://www.bloomberg.com/news/articles/2024-04-17/tesla-asks-shareholders-to-re-ratify-musk-s-56-billion-payout\">Web Link</a>\n\n</div>\n\n\n</article>\n</div>\n</body>\n</html>\n","type":0,"thumbnail":"","relate_stocks":{"TSLA":"特斯拉"},"source_url":"https://www.bloomberg.com/news/articles/2024-04-17/tesla-asks-shareholders-to-re-ratify-musk-s-56-billion-payout","is_english":true,"share_image_url":"https://static.laohu8.com/e9f99090a1c2ed51c021029395664489","article_id":"1162483439","content_text":"Company also calls vote on moving incorporation to TexasTesla chair criticizes Delaware court that voided CEO’s awardElon MuskTesla Inc. will have shareholders vote again on its compensation package for Elon Musk after a Delaware court voided the $56 billion award arranged for the chief executive officer in 2018.In its proxy filing issued Wednesday, Tesla also said it will call a vote on moving the company’s state of incorporation to Texas from Delaware. The electric-car maker will convene its annual meeting on June 13.Tesla Chair Robyn Denholm criticized the Delaware Chancery Court’s January decision, writing in the proxy that it amounted to second-guessing shareholders who had approved Musk’s compensation. Chief Judge Kathaleen St. J. McCormick described the company’s directors as “supine servants of an overweening master” and said they hadn’t looked out for the best interests of investors.“Because the Delaware Court second-guessed your decision, Elon has not been paid for any of his work for Tesla for the past six years that has helped to generate significant growth and stockholder value,” Denholm wrote.The shareholder who sued Tesla over the CEO’s compensation criticized it as excessive and opaque. Musk, who runs six companies, said early this year he preferred to work on artificial intelligence and robotics products elsewhere unless he owns a 25% stake in Tesla. He now owns about 13% of the company.Tesla shares rose 1.1% as of 7 a.m. New York time, before the start of regular trading. The stock tumbled 37% this year through Tuesday’s close.","news_type":1},"isVote":1,"tweetType":1,"viewCount":71,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"EN","totalScore":0},{"id":296115260305488,"gmtCreate":1713323795646,"gmtModify":1713323799232,"author":{"id":"4088135301967120","authorId":"4088135301967120","name":"King19","avatar":"https://static.laohu8.com/default-avatar.jpg","crmLevel":6,"crmLevelSwitch":0},"themes":[],"htmlText":"Just starting to thwart.. would be at 100 😃","listText":"Just starting to thwart.. would be at 100 😃","text":"Just starting to thwart.. would be at 100 😃","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":2,"commentSize":0,"repostSize":0,"link":"https://ttm.financial/post/296115260305488","repostId":"1117620423","repostType":2,"repost":{"id":"1117620423","pubTimestamp":1713322629,"share":"https://www.laohu8.com/m/news/1117620423?lang=&edition=full","pubTime":"2024-04-17 10:57","market":"us","language":"en","title":"Tesla’s Value Dips Below $500 Billion in Blow to Stock Bulls","url":"https://stock-news.laohu8.com/highlight/detail?id=1117620423","media":"Bloomberg","summary":"Stock is down 37% this year, among biggest losers in S&P 500Weak sales, job cuts, executive exits all weigh on sentimentTesla Inc. shares extended their decline for 2024, pushing the electric-vehicle ","content":"<html><head></head><body><ul style=\"\"><li><p>Stock is down 37% this year, among biggest losers in S&amp;P 500</p></li></ul><ul style=\"\"><li><p>Weak sales, job cuts, executive exits all weigh on sentiment</p></li></ul><p>Tesla Inc. shares extended their decline for 2024, pushing the electric-vehicle maker’s market valuation briefly below $500 billion, as a round of job cuts this week underscored how much the company’s growth has slowed.</p><p>The stock closed down 2.7% at $157.11 on Tuesday in New York, after touching a low of $153.75 at one point in the session, and has fallen 37% this year. Tesla shares are the second-biggest decliner on the S&amp;P 500 Index in 2024, erasing about $290 billion in shareholder wealth. The company hasn’t closed with a market value under $500 billion since late April of last year, and stayed narrowly above the mark as of Tuesday’s close.</p><p>“The retrenchment in employment and capacity has far-reaching implications for the hypergrowth narrative still embedded in Tesla’s share price, suggesting material downside risk for the stock,” said Ryan Brinkman, an analyst at JPMorgan Chase &amp; Co.</p><p class=\"t-img-caption\"><img src=\"https://community-static.tradeup.com/news/3f5673fa2092f4a80132be1b477b9bda\" alt=\"\" title=\"\" tg-width=\"1200\" tg-height=\"675\"/></p><p>The layoffs announced Monday, “amounting to a reduction in crewed production capacity, should now leave no doubt that the decline in deliveries has been a function of lower demand and not supply,” Brinkman said.</p><p>The company’s troubles started in October when it warned that demand for EVs was starting to slow, but the full extent of that weakness only became apparent this month when Tesla reported first-quarter sales significantly below analysts’ expectations. Those numbers rekindled investor concerns about Tesla’s growth trajectory, which were exacerbated by news that the company intends to scrap plans to make a cheaper EV and focus on building a so-called robotaxi instead.</p><p>That pivot — Musk said the company will unveil its robotaxi in August — comes as Tesla’s profit outlook is darkening quickly, as it has repeatedly resorted to lowering the price of its vehicles to attract buyers.</p><h3 id=\"id_2727637470\">Fresh Blow</h3><p>The announcement of large-scale job cuts was just the latest blow, but it drove home the demand risks, analysts said. On top of that, two key executives left the company, further depressing sentiment.</p><p>The fading interest from consumers, which is plaguing EV-makers globally, is a more dire scenario for Tesla shares than for other carmakers. That’s because the Elon Musk-led company commands a hefty valuation premium, partly based on its potential to dominate the EV industry of the future. However, Musk himself has said the company will be “worth basically zero” unless it can solve the problem of self-driving cars.</p><p>But analysts and investors say that while building a fully self-driving vehicle is crucial for Tesla’s prospects, making an affordable EV is important to drive growth in the meantime. That’s especially since most experts agree that it may take decades for self-driving cars to see mass adoption.</p><p>“The near-term bull case for Tesla is that investors are awaiting the launch of a lower-cost platform that will dramatically reinvigorate growth,” said David Wagner, a portfolio manager at Aptus Capital Advisors. “But the market is realizing that this may be unlikely, as the $25,000 car already exists today - China’s BYD makes it.”</p><p>Chinese EV-maker BYD Co. overtook Tesla as the world’s biggest seller of electric cars in the last three months of 2023. Though the company doesn’t sell its vehicles in the US, it has several affordably priced EVs in its lineup.</p><p>Tesla reports first-quarter results on April 23, and the stakes are rising fast for the company. Investors will be looking for an explanation as to why it’s making a strategic shift at a time when growth is in doubt.</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’s Value Dips Below $500 Billion in Blow to Stock Bulls</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’s Value Dips Below $500 Billion in Blow to Stock Bulls\n</h2>\n\n<h4 class=\"meta\">\n\n\n2024-04-17 10:57 GMT+8&nbsp;&nbsp;&nbsp;<a href=https://www.bloomberg.com/news/articles/2024-04-16/tesla-s-value-declines-below-500-billion-as-risks-pile-up><strong>Bloomberg</strong></a>\n\n\n</h4>\n\n</header>\n<article>\n<div>\n<p>Stock is down 37% this year, among biggest losers in S&P 500Weak sales, job cuts, executive exits all weigh on sentimentTesla Inc. shares extended their decline for 2024, pushing the electric-vehicle ...</p>\n\n<a href=\"https://www.bloomberg.com/news/articles/2024-04-16/tesla-s-value-declines-below-500-billion-as-risks-pile-up\">Web Link</a>\n\n</div>\n\n\n</article>\n</div>\n</body>\n</html>\n","type":0,"thumbnail":"","relate_stocks":{"TSLA":"特斯拉"},"source_url":"https://www.bloomberg.com/news/articles/2024-04-16/tesla-s-value-declines-below-500-billion-as-risks-pile-up","is_english":true,"share_image_url":"https://static.laohu8.com/e9f99090a1c2ed51c021029395664489","article_id":"1117620423","content_text":"Stock is down 37% this year, among biggest losers in S&P 500Weak sales, job cuts, executive exits all weigh on sentimentTesla Inc. shares extended their decline for 2024, pushing the electric-vehicle maker’s market valuation briefly below $500 billion, as a round of job cuts this week underscored how much the company’s growth has slowed.The stock closed down 2.7% at $157.11 on Tuesday in New York, after touching a low of $153.75 at one point in the session, and has fallen 37% this year. Tesla shares are the second-biggest decliner on the S&P 500 Index in 2024, erasing about $290 billion in shareholder wealth. The company hasn’t closed with a market value under $500 billion since late April of last year, and stayed narrowly above the mark as of Tuesday’s close.“The retrenchment in employment and capacity has far-reaching implications for the hypergrowth narrative still embedded in Tesla’s share price, suggesting material downside risk for the stock,” said Ryan Brinkman, an analyst at JPMorgan Chase & Co.The layoffs announced Monday, “amounting to a reduction in crewed production capacity, should now leave no doubt that the decline in deliveries has been a function of lower demand and not supply,” Brinkman said.The company’s troubles started in October when it warned that demand for EVs was starting to slow, but the full extent of that weakness only became apparent this month when Tesla reported first-quarter sales significantly below analysts’ expectations. Those numbers rekindled investor concerns about Tesla’s growth trajectory, which were exacerbated by news that the company intends to scrap plans to make a cheaper EV and focus on building a so-called robotaxi instead.That pivot — Musk said the company will unveil its robotaxi in August — comes as Tesla’s profit outlook is darkening quickly, as it has repeatedly resorted to lowering the price of its vehicles to attract buyers.Fresh BlowThe announcement of large-scale job cuts was just the latest blow, but it drove home the demand risks, analysts said. On top of that, two key executives left the company, further depressing sentiment.The fading interest from consumers, which is plaguing EV-makers globally, is a more dire scenario for Tesla shares than for other carmakers. That’s because the Elon Musk-led company commands a hefty valuation premium, partly based on its potential to dominate the EV industry of the future. However, Musk himself has said the company will be “worth basically zero” unless it can solve the problem of self-driving cars.But analysts and investors say that while building a fully self-driving vehicle is crucial for Tesla’s prospects, making an affordable EV is important to drive growth in the meantime. That’s especially since most experts agree that it may take decades for self-driving cars to see mass adoption.“The near-term bull case for Tesla is that investors are awaiting the launch of a lower-cost platform that will dramatically reinvigorate growth,” said David Wagner, a portfolio manager at Aptus Capital Advisors. “But the market is realizing that this may be unlikely, as the $25,000 car already exists today - China’s BYD makes it.”Chinese EV-maker BYD Co. overtook Tesla as the world’s biggest seller of electric cars in the last three months of 2023. Though the company doesn’t sell its vehicles in the US, it has several affordably priced EVs in its lineup.Tesla reports first-quarter results on April 23, and the stakes are rising fast for the company. Investors will be looking for an explanation as to why it’s making a strategic shift at a time when growth is in doubt.","news_type":1},"isVote":1,"tweetType":1,"viewCount":41,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"EN","totalScore":0},{"id":288671781777648,"gmtCreate":1711509156027,"gmtModify":1711509160418,"author":{"id":"4088135301967120","authorId":"4088135301967120","name":"King19","avatar":"https://static.laohu8.com/default-avatar.jpg","crmLevel":6,"crmLevelSwitch":0},"themes":[],"htmlText":"Time passes quickly","listText":"Time passes quickly","text":"Time passes quickly","images":[{"img":"https://community-static.tradeup.com/news/9402929c2f3f71c58b5a359d360d004f","width":"1125","height":"1476"}],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":0,"commentSize":0,"repostSize":0,"link":"https://ttm.financial/post/288671781777648","isVote":1,"tweetType":1,"viewCount":115,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":1,"langContent":"EN","totalScore":0},{"id":285854812401880,"gmtCreate":1710823480850,"gmtModify":1710823484458,"author":{"id":"4088135301967120","authorId":"4088135301967120","name":"King19","avatar":"https://static.laohu8.com/default-avatar.jpg","crmLevel":6,"crmLevelSwitch":0},"themes":[],"htmlText":"Because they knew that no more rate hike and the interest rate will go down real soon... trying to catch the first train 😃","listText":"Because they knew that no more rate hike and the interest rate will go down real soon... trying to catch the first train 😃","text":"Because they knew that no more rate hike and the interest rate will go down real soon... trying to catch the first train 😃","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":1,"commentSize":0,"repostSize":0,"link":"https://ttm.financial/post/285854812401880","repostId":"2420286936","repostType":2,"repost":{"id":"2420286936","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":1710818803,"share":"https://www.laohu8.com/m/news/2420286936?lang=&edition=full","pubTime":"2024-03-19 11:26","market":"other","language":"en","title":"Why Earnings Growth, Not the Fed's Interest-Rate Policy, Is Driving U.S. Stocks","url":"https://stock-news.laohu8.com/highlight/detail?id=2420286936","media":"Dow Jones","summary":"U.S. stocks have been unaffected by higher interest rates from the world's most powerful central bank over the past few years, as incremental earnings growth gives investors ample reasons to pour money into equities even amid an increasingly gloomy policy-rate outlook, according to DataTrek Research.Corporate earnings growth matters more to stock prices than the Federal Reserve's interest-rate policy over the longer run, Nicholas Colas, co-founder of DataTrek Research, said Monday in a client note.U.S. stocks have \"entirely\" ignored structurally higher Fed-funds rates since 2019 and moved almost exactly in line with corporate earnings power, said Colas. The yield on the 2-year Treasury note BX:TMUBMUSD02Y, a proxy for the market's expectations of the central bank's future monetary policy, has risen to 4.747% on Monday from around 1.6% at the end of 2019, while the S&P 500 index SPX has advanced 58% over the same period with its earnings up 46%, according to data compiled by DataTrek.\"E","content":"<html><head></head><body><p>U.S. stocks have been unaffected by higher interest rates from the world&#39;s most powerful central bank over the past few years, as incremental earnings growth gives investors ample reasons to pour money into equities even amid an increasingly gloomy policy-rate outlook, according to DataTrek Research.</p><p>Corporate earnings growth matters more to stock prices than the Federal Reserve&#39;s interest-rate policy over the longer run, Nicholas Colas, co-founder of DataTrek Research, said Monday in a client note.</p><p>U.S. stocks have &#34;entirely&#34; ignored structurally higher Fed-funds rates since 2019 and moved almost exactly in line with corporate earnings power, said Colas. The yield on the 2-year Treasury note BX:TMUBMUSD02Y, a proxy for the market&#39;s expectations of the central bank&#39;s future monetary policy, has risen to 4.747% on Monday from around 1.6% at the end of 2019, while the S&amp;P 500 index SPX has advanced 58% over the same period with its earnings up 46%, according to data compiled by DataTrek.</p><p>&#34;Higher long-term rates have not hurt equity valuations one bit,&#34; Colas said, adding that even if the Fed does not start cutting interest rates this year, a stronger-than-expected U.S. economy can still deliver earnings growth and high stock prices.</p><p>So far this year, a slew of hotter-than-expected inflation reports has forced investors to reconsider expectations for the Fed&#39;s rate-cut outlook. The number of cuts has been dialed back aggressively in the interest-rate futures market over the past two months.</p><p>Fed-funds futures traders now price in three quarter-point cuts in 2024, starting from June - down from expectations of six or seven at the start of the year, starting from March or May, according to the CME FedWatch Tool.</p><p>However, the stock market hasn&#39;t seemed bothered. Last week, the S&amp;P 500 closed at its 17th all-time high on Tuesday after the February CPI report, bringing the year-to-date return for the large-cap index to 8.1%. The Nasdaq Composite COMP gained 7.4% in 2024 so far, while the Dow Jones Industrial Average DJIA was up 3.1% over the same period, according to FactSet data.</p><p>U.S. stocks were also surging on Monday as investors looked ahead to Fed Chair Jerome Powell&#39;s remarks and an update to the Summary of Economic Projections at the end of the Federal Open Market Committee meeting on Wednesday afternoon.</p><p>The Nasdaq was jumping over 1%, while the Dow industrials were up 0.4% and the S&amp;P 500 was rising 0.8% on Monday afternoon, according to FactSet data.</p><p>&#34;Earnings growth is the most important driver of stock prices, with Fed policy a side show unless a recession starts to unfold,&#34; said Colas. He admitted that stocks may turn &#34;wobbly&#34; when Powell and the FOMC start talking about fewer rate cuts this year, but that is &#34;not a sufficient reason to turn bearish [on stocks].&#34;</p><p>Instead, a Fed hawkish pivot would be a sign that the economy remains reasonably strong, a good backdrop for improving corporate earnings in 2024 and 2025, Colas wrote on Monday.</p><p>The S&amp;P 500 index is expected to post an 11.2% earning-per-share improvement in 2024. It is also forecast to report year-over-year earnings growth of 3.3% in the first quarter of 2024, said John Butters, senior earnings analyst at FactSet Research.</p><p>If 3.3% is the actual growth rate for the three-month period ending March 31, it will mark the third consecutive quarter of year-over-year earnings growth for the S&amp;P 500, Butters said in a Friday note.</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>Why Earnings Growth, Not the Fed's Interest-Rate Policy, Is Driving U.S. Stocks</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\">\nWhy Earnings Growth, Not the Fed's Interest-Rate Policy, Is Driving U.S. Stocks\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\">2024-03-19 11:26</p>\n</div>\n\n</div>\n\n\n</h4>\n\n</header>\n<article>\n<html><head></head><body><p>U.S. stocks have been unaffected by higher interest rates from the world&#39;s most powerful central bank over the past few years, as incremental earnings growth gives investors ample reasons to pour money into equities even amid an increasingly gloomy policy-rate outlook, according to DataTrek Research.</p><p>Corporate earnings growth matters more to stock prices than the Federal Reserve&#39;s interest-rate policy over the longer run, Nicholas Colas, co-founder of DataTrek Research, said Monday in a client note.</p><p>U.S. stocks have &#34;entirely&#34; ignored structurally higher Fed-funds rates since 2019 and moved almost exactly in line with corporate earnings power, said Colas. The yield on the 2-year Treasury note BX:TMUBMUSD02Y, a proxy for the market&#39;s expectations of the central bank&#39;s future monetary policy, has risen to 4.747% on Monday from around 1.6% at the end of 2019, while the S&amp;P 500 index SPX has advanced 58% over the same period with its earnings up 46%, according to data compiled by DataTrek.</p><p>&#34;Higher long-term rates have not hurt equity valuations one bit,&#34; Colas said, adding that even if the Fed does not start cutting interest rates this year, a stronger-than-expected U.S. economy can still deliver earnings growth and high stock prices.</p><p>So far this year, a slew of hotter-than-expected inflation reports has forced investors to reconsider expectations for the Fed&#39;s rate-cut outlook. The number of cuts has been dialed back aggressively in the interest-rate futures market over the past two months.</p><p>Fed-funds futures traders now price in three quarter-point cuts in 2024, starting from June - down from expectations of six or seven at the start of the year, starting from March or May, according to the CME FedWatch Tool.</p><p>However, the stock market hasn&#39;t seemed bothered. Last week, the S&amp;P 500 closed at its 17th all-time high on Tuesday after the February CPI report, bringing the year-to-date return for the large-cap index to 8.1%. The Nasdaq Composite COMP gained 7.4% in 2024 so far, while the Dow Jones Industrial Average DJIA was up 3.1% over the same period, according to FactSet data.</p><p>U.S. stocks were also surging on Monday as investors looked ahead to Fed Chair Jerome Powell&#39;s remarks and an update to the Summary of Economic Projections at the end of the Federal Open Market Committee meeting on Wednesday afternoon.</p><p>The Nasdaq was jumping over 1%, while the Dow industrials were up 0.4% and the S&amp;P 500 was rising 0.8% on Monday afternoon, according to FactSet data.</p><p>&#34;Earnings growth is the most important driver of stock prices, with Fed policy a side show unless a recession starts to unfold,&#34; said Colas. He admitted that stocks may turn &#34;wobbly&#34; when Powell and the FOMC start talking about fewer rate cuts this year, but that is &#34;not a sufficient reason to turn bearish [on stocks].&#34;</p><p>Instead, a Fed hawkish pivot would be a sign that the economy remains reasonably strong, a good backdrop for improving corporate earnings in 2024 and 2025, Colas wrote on Monday.</p><p>The S&amp;P 500 index is expected to post an 11.2% earning-per-share improvement in 2024. It is also forecast to report year-over-year earnings growth of 3.3% in the first quarter of 2024, said John Butters, senior earnings analyst at FactSet Research.</p><p>If 3.3% is the actual growth rate for the three-month period ending March 31, it will mark the third consecutive quarter of year-over-year earnings growth for the S&amp;P 500, Butters said in a Friday note.</p></body></html>\n\n</article>\n</div>\n</body>\n</html>\n","type":0,"thumbnail":"","relate_stocks":{".IXIC":"NASDAQ Composite",".SPX":"S&P 500 Index",".DJI":"道琼斯"},"source_url":"https://dowjonesnews.com/newdjn/logon.aspx?AL=N","is_english":true,"share_image_url":"https://static.laohu8.com/e9f99090a1c2ed51c021029395664489","article_id":"2420286936","content_text":"U.S. stocks have been unaffected by higher interest rates from the world's most powerful central bank over the past few years, as incremental earnings growth gives investors ample reasons to pour money into equities even amid an increasingly gloomy policy-rate outlook, according to DataTrek Research.Corporate earnings growth matters more to stock prices than the Federal Reserve's interest-rate policy over the longer run, Nicholas Colas, co-founder of DataTrek Research, said Monday in a client note.U.S. stocks have \"entirely\" ignored structurally higher Fed-funds rates since 2019 and moved almost exactly in line with corporate earnings power, said Colas. The yield on the 2-year Treasury note BX:TMUBMUSD02Y, a proxy for the market's expectations of the central bank's future monetary policy, has risen to 4.747% on Monday from around 1.6% at the end of 2019, while the S&P 500 index SPX has advanced 58% over the same period with its earnings up 46%, according to data compiled by DataTrek.\"Higher long-term rates have not hurt equity valuations one bit,\" Colas said, adding that even if the Fed does not start cutting interest rates this year, a stronger-than-expected U.S. economy can still deliver earnings growth and high stock prices.So far this year, a slew of hotter-than-expected inflation reports has forced investors to reconsider expectations for the Fed's rate-cut outlook. The number of cuts has been dialed back aggressively in the interest-rate futures market over the past two months.Fed-funds futures traders now price in three quarter-point cuts in 2024, starting from June - down from expectations of six or seven at the start of the year, starting from March or May, according to the CME FedWatch Tool.However, the stock market hasn't seemed bothered. Last week, the S&P 500 closed at its 17th all-time high on Tuesday after the February CPI report, bringing the year-to-date return for the large-cap index to 8.1%. The Nasdaq Composite COMP gained 7.4% in 2024 so far, while the Dow Jones Industrial Average DJIA was up 3.1% over the same period, according to FactSet data.U.S. stocks were also surging on Monday as investors looked ahead to Fed Chair Jerome Powell's remarks and an update to the Summary of Economic Projections at the end of the Federal Open Market Committee meeting on Wednesday afternoon.The Nasdaq was jumping over 1%, while the Dow industrials were up 0.4% and the S&P 500 was rising 0.8% on Monday afternoon, according to FactSet data.\"Earnings growth is the most important driver of stock prices, with Fed policy a side show unless a recession starts to unfold,\" said Colas. He admitted that stocks may turn \"wobbly\" when Powell and the FOMC start talking about fewer rate cuts this year, but that is \"not a sufficient reason to turn bearish [on stocks].\"Instead, a Fed hawkish pivot would be a sign that the economy remains reasonably strong, a good backdrop for improving corporate earnings in 2024 and 2025, Colas wrote on Monday.The S&P 500 index is expected to post an 11.2% earning-per-share improvement in 2024. It is also forecast to report year-over-year earnings growth of 3.3% in the first quarter of 2024, said John Butters, senior earnings analyst at FactSet Research.If 3.3% is the actual growth rate for the three-month period ending March 31, it will mark the third consecutive quarter of year-over-year earnings growth for the S&P 500, Butters said in a Friday note.","news_type":1},"isVote":1,"tweetType":1,"viewCount":35,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"EN","totalScore":0},{"id":284718687883384,"gmtCreate":1710517482505,"gmtModify":1710517485896,"author":{"id":"4088135301967120","authorId":"4088135301967120","name":"King19","avatar":"https://static.laohu8.com/default-avatar.jpg","crmLevel":6,"crmLevelSwitch":0},"themes":[],"htmlText":"I bought it at $100 n sold it at $180... will buy it again at $100","listText":"I bought it at $100 n sold it at $180... will buy it again at $100","text":"I bought it at $100 n sold it at $180... will buy it again at $100","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":8,"commentSize":0,"repostSize":0,"link":"https://ttm.financial/post/284718687883384","repostId":"2419632926","repostType":2,"repost":{"id":"2419632926","pubTimestamp":1710515552,"share":"https://www.laohu8.com/m/news/2419632926?lang=&edition=full","pubTime":"2024-03-15 23:12","market":"us","language":"en","title":"Tesla’s Tumble: Why TSLA Stock Could Fall to $100, and When to Buy","url":"https://stock-news.laohu8.com/highlight/detail?id=2419632926","media":"InvestorPlace","summary":"Although the market has gone bearish on TSLA stock, the time to bottom-fish in the EV maker's shares has yet to arrive.","content":"<html><head></head><body><ul style=\"\"><li><p><strong>Tesla</strong> (<strong>TSLA</strong>) has just received a horrendous analyst downgrade, and has become the S&amp;P 500’s worst performing stock.</p></li><li><p>The EV maker’s shares are out of favor, but there may be an opportunity to go contrarian.</p></li><li><p>TSLA stock could plummet before a game-changing announcement causes it to surge again.</p></li></ul><p class=\"t-img-caption\"><img src=\"https://community-static.tradeup.com/news/be62d66a4a08e3fce7ad543bb2acb91c\" tg-width=\"768\" tg-height=\"432\"/></p><p>Source: Rokas Tenys / Shutterstock.com</p><p>It’s been a rough ride for <strong>Tesla</strong> (NASDAQ:<strong>TSLA</strong>) stock lately. It has become the worst year-to-date performer in the <strong>S&amp;P 500</strong> index. These developments may discourage some, others may see a buying opportunity.</p><p>Don’t assume it’s the right time to invest. The factors driving its poor performance are likely to persist in the months ahead. More likely than not, the stock is going to come under even more pressure, but there is a silver lining. Tesla could end up falling to a very favorable entry point. Shortly after that, shares may make a comeback.</p><h2 id=\"id_2722222737\">TSLA Stock Has Way to Go Before Bottom</h2><p>On March 13, Wells Fargo analyst Colin Langan downgraded Tesla, changing his rating from the equivalent to “hold” to the equivalent to “sell,” and lowering his price target to $125 per share, down from a prior price target of $200 per share.</p><p>In Langan’s view, vehicle price cuts are having a diminishing impact on demand, which has been affected by a slowdown in EV demand growth.</p><p>In turn, the analysts anticipate the EV maker to report flat to slightly negative revenue growth, as well as declining earnings, in both 2024 and 2025.</p><p>With TSLA stock trending lower following this downgrade, the market is clearly taking heed of this downbeat forecast. Worse yet, if this forecast proves to be accurate, forget about shares falling to $125 per share. A drop to even lower prices is well-within the realm of possibility.</p><p>Even if investors (expecting an eventual earnings rebound) decides not to derate TSLA to a lower valuation, shares could move lower in tandem with a drop in earnings per share (or EPS).</p><p>If EPS falls in line with Langan’s 2024 and 2025 earnings forecasts ($2 and $1.90, respectively), a drop to just over $100 per share may be in store.</p><h2 id=\"id_114811781\">When to Pounce, and Why</h2><p>Wedbush’s Dan Ives believes that pessimism is fully reflected in TSLA’s valuation. At least, based on his statement that “even the New York City cabdriver is bearish” on the stock.</p><p>However, if Ives’ own 2024 recovery forecast for Tesla fails to play out, it is very much possible that TSLA stock slides to $125 per share, $100 per share, or down to double-digit price levels. If this moment arrives, and it’s not just the fair weather fans losing faith, consider this the time to pounce.</p><p>Although there’s a strong chance that disappointment continues in the near-to-medium term, it’s not as if the current EV sector downturn is the beginning of the end for this vehicle electrification powerhouse. By 2025, macro issues could finally enter the rearview mirror.</p><p>I’m talking about not just macro issues affecting U.S. demand, like high interest rates. I’m talking about the issues affecting China’s economic growth as well.</p><p>If these issues normalize, Tesla could experience a sales resurgence, and a profitability rebound. Also, don’t forget that a game-changing catalyst I’ve discussed in prior Tesla coverage has not gone away: that would be the launch of Tesla’s first lower-priced vehicle model.</p><h2 id=\"id_1181133128\">The Verdict: Hold Off for Now</h2><p>As what happened from late 2022 to early 2023, TSLA could quickly go from bottoming out to bouncing back, as positive news helps to renew hype and enthusiasm for shares.</p><p>The “positive news” came as Tesla’s aggressive price cuts. In 2024/2025, news about Tesla’s lower-priced Model 2 vehicle model could be what does the trick.</p><p>Analysts at Evercore recently called for the Model 2 vehicle catalyst not to begin playing out until as late as 2027, but given how much it may affect TSLA’s price performance, CEO Elon Musk may be motivated to speed up the Model 2’s debut, in order to exceed newly reset expectations.</p><p>There’s comeback potential with TSLA stock, but not until shares fall back into the “buy zone” (between $100 and $125 per share). Keep an eye out and keep sitting tight for now.</p></body></html>","source":"investorplace_stock_picks","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’s Tumble: Why TSLA Stock Could Fall to $100, and When to Buy</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\">\nTesla’s Tumble: Why TSLA Stock Could Fall to $100, and When to Buy\n</h2>\n\n<h4 class=\"meta\">\n\n\n2024-03-15 23:12 GMT+8&nbsp;&nbsp;&nbsp;<a href=https://investorplace.com/2024/03/teslas-tumble-why-tsla-stock-could-fall-to-100-and-when-to-buy/><strong>InvestorPlace</strong></a>\n\n\n</h4>\n\n</header>\n<article>\n<div>\n<p>Tesla (TSLA) has just received a horrendous analyst downgrade, and has become the S&P 500’s worst performing stock.The EV maker’s shares are out of favor, but there may be an opportunity to go ...</p>\n\n<a href=\"https://investorplace.com/2024/03/teslas-tumble-why-tsla-stock-could-fall-to-100-and-when-to-buy/\">Web Link</a>\n\n</div>\n\n\n</article>\n</div>\n</body>\n</html>\n","type":0,"thumbnail":"","relate_stocks":{"BK4533":"AQR资本管理(全球第二大对冲基金)","TSLA":"特斯拉","LU2249611893.SGD":"BNP PARIBAS ENERGY TRANSITION \"CRH\" (SGD) ACC","IE00BSNM7G36.USD":"NEUBERGER BERMAN SYSTEMATIC GLOBAL SUSTAINABLE VALUE \"A\" (USD) ACC","LU1914381329.SGD":"Allianz Best Styles Global Equity Cl ET Acc H2-SGD","LU0234572021.USD":"高盛美国核心股票组合Acc","LU0820561909.HKD":"ALLIANZ INCOME AND GROWTH \"AM\" (HKD) INC","TSLL":"Direxion Daily TSLA Bull 2X Shares","LU0820562030.AUD":"ALLIANZ INCOME AND GROWTH \"AMH2\" (AUDHDG) H2 INC","LU2063271972.USD":"富兰克林创新领域基金","BK4527":"明星科技股","BK4550":"红杉资本持仓","BK4585":"ETF&股票定投概念","LU0823414478.USD":"法巴经典能源转换基金","IE00BWXC8680.SGD":"PINEBRIDGE US LARGE CAP RESEARCH ENHANCED \"A5\" (SGD) ACC","LU0097036916.USD":"贝莱德美国增长A2 USD","LU0466842654.USD":"HSBC ISLAMIC GLOBAL EQUITY INDEX \"A\" (USD) ACC","LU0689472784.USD":"安联收益及增长基金Cl AM AT Acc","LU2087621335.USD":"ALLSPRING GLOBAL FACTOR ENHANCED EQUITY \"A\" (USD) ACC","BK4551":"寇图资本持仓","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","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","BK4581":"高盛持仓","LU0820561818.USD":"安联收益及增长平衡基金Cl AM DIS","LU1861220033.SGD":"Blackrock Next Generation Technology A2 SGD-H","LU1551013425.SGD":"Allianz Income and Growth Cl AMg2 DIS H2-SGD","LU0056508442.USD":"贝莱德世界科技基金A2","BK4099":"汽车制造商","BK4511":"特斯拉概念","BK4548":"巴美列捷福持仓","BK4534":"瑞士信贷持仓","LU0348723411.USD":"ALLIANZ GLOBAL HI-TECH GROWTH \"A\" (USD) INC","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","LU2357305700.SGD":"Allianz Global Artificial Intelligence ET H2-SGD","LU1429558221.USD":"Natixis Loomis Sayles US Growth Equity RA USD","LU1861559042.SGD":"日兴方舟颠覆性创新基金B SGD","LU1839511570.USD":"WELLS FARGO GLOBAL FACTOR ENHANCED EQUITY \"I\" (USD) ACC","LU0823411888.USD":"法巴消费创新基金 Cap","LU0053666078.USD":"摩根大通基金-美国股票A（离岸）美元","LU0082616367.USD":"摩根大通美国科技A（dist）","LU1551013342.USD":"Allianz Income and Growth Cl AMg2 DIS USD","LU0719512351.SGD":"JPMorgan Funds - US Technology A (acc) SGD","IE00B1XK9C88.USD":"PINEBRIDGE US LARGE CAP RESEARCH ENHANCED \"A\" (USD) ACC"},"source_url":"https://investorplace.com/2024/03/teslas-tumble-why-tsla-stock-could-fall-to-100-and-when-to-buy/","is_english":true,"share_image_url":"https://static.laohu8.com/e9f99090a1c2ed51c021029395664489","article_id":"2419632926","content_text":"Tesla (TSLA) has just received a horrendous analyst downgrade, and has become the S&P 500’s worst performing stock.The EV maker’s shares are out of favor, but there may be an opportunity to go contrarian.TSLA stock could plummet before a game-changing announcement causes it to surge again.Source: Rokas Tenys / Shutterstock.comIt’s been a rough ride for Tesla (NASDAQ:TSLA) stock lately. It has become the worst year-to-date performer in the S&P 500 index. These developments may discourage some, others may see a buying opportunity.Don’t assume it’s the right time to invest. The factors driving its poor performance are likely to persist in the months ahead. More likely than not, the stock is going to come under even more pressure, but there is a silver lining. Tesla could end up falling to a very favorable entry point. Shortly after that, shares may make a comeback.TSLA Stock Has Way to Go Before BottomOn March 13, Wells Fargo analyst Colin Langan downgraded Tesla, changing his rating from the equivalent to “hold” to the equivalent to “sell,” and lowering his price target to $125 per share, down from a prior price target of $200 per share.In Langan’s view, vehicle price cuts are having a diminishing impact on demand, which has been affected by a slowdown in EV demand growth.In turn, the analysts anticipate the EV maker to report flat to slightly negative revenue growth, as well as declining earnings, in both 2024 and 2025.With TSLA stock trending lower following this downgrade, the market is clearly taking heed of this downbeat forecast. Worse yet, if this forecast proves to be accurate, forget about shares falling to $125 per share. A drop to even lower prices is well-within the realm of possibility.Even if investors (expecting an eventual earnings rebound) decides not to derate TSLA to a lower valuation, shares could move lower in tandem with a drop in earnings per share (or EPS).If EPS falls in line with Langan’s 2024 and 2025 earnings forecasts ($2 and $1.90, respectively), a drop to just over $100 per share may be in store.When to Pounce, and WhyWedbush’s Dan Ives believes that pessimism is fully reflected in TSLA’s valuation. At least, based on his statement that “even the New York City cabdriver is bearish” on the stock.However, if Ives’ own 2024 recovery forecast for Tesla fails to play out, it is very much possible that TSLA stock slides to $125 per share, $100 per share, or down to double-digit price levels. If this moment arrives, and it’s not just the fair weather fans losing faith, consider this the time to pounce.Although there’s a strong chance that disappointment continues in the near-to-medium term, it’s not as if the current EV sector downturn is the beginning of the end for this vehicle electrification powerhouse. By 2025, macro issues could finally enter the rearview mirror.I’m talking about not just macro issues affecting U.S. demand, like high interest rates. I’m talking about the issues affecting China’s economic growth as well.If these issues normalize, Tesla could experience a sales resurgence, and a profitability rebound. Also, don’t forget that a game-changing catalyst I’ve discussed in prior Tesla coverage has not gone away: that would be the launch of Tesla’s first lower-priced vehicle model.The Verdict: Hold Off for NowAs what happened from late 2022 to early 2023, TSLA could quickly go from bottoming out to bouncing back, as positive news helps to renew hype and enthusiasm for shares.The “positive news” came as Tesla’s aggressive price cuts. In 2024/2025, news about Tesla’s lower-priced Model 2 vehicle model could be what does the trick.Analysts at Evercore recently called for the Model 2 vehicle catalyst not to begin playing out until as late as 2027, but given how much it may affect TSLA’s price performance, CEO Elon Musk may be motivated to speed up the Model 2’s debut, in order to exceed newly reset expectations.There’s comeback potential with TSLA stock, but not until shares fall back into the “buy zone” (between $100 and $125 per share). Keep an eye out and keep sitting tight for now.","news_type":1},"isVote":1,"tweetType":1,"viewCount":17,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"EN","totalScore":0},{"id":284184359887152,"gmtCreate":1710396956378,"gmtModify":1710396960222,"author":{"id":"4088135301967120","authorId":"4088135301967120","name":"King19","avatar":"https://static.laohu8.com/default-avatar.jpg","crmLevel":6,"crmLevelSwitch":0},"themes":[],"htmlText":"Every Author has his/her own agenda. Read but do your own due.. this stock intrinsic value is only 1.91USD to 7.73USD which means??? 🤔","listText":"Every Author has his/her own agenda. Read but do your own due.. this stock intrinsic value is only 1.91USD to 7.73USD which means??? 🤔","text":"Every Author has his/her own agenda. Read but do your own due.. this stock intrinsic value is only 1.91USD to 7.73USD which means??? 🤔","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":2,"commentSize":0,"repostSize":0,"link":"https://ttm.financial/post/284184359887152","repostId":"2419163746","repostType":2,"repost":{"id":"2419163746","pubTimestamp":1710396000,"share":"https://www.laohu8.com/m/news/2419163746?lang=&edition=full","pubTime":"2024-03-14 14:00","market":"us","language":"en","title":"Palantir: Why I Am Not Selling","url":"https://stock-news.laohu8.com/highlight/detail?id=2419163746","media":"Seeking Alpha","summary":"$Palantir Technologies Inc.(PLTR)$'s Q4 2023 revenue grew by 20% YoY to $608.4 million, driven by streamlined go-to-market and increased customer acquisition in the U.S. commercial sector.Palantir exp","content":"<html><head></head><body><ul style=\"\"><li><p><a href=\"https://laohu8.com/S/PLTR\">Palantir Technologies Inc.</a>&#39;s Q4 2023 revenue grew by 20% YoY to $608.4 million, driven by streamlined go-to-market and increased customer acquisition in the U.S. commercial sector.</p></li><li><p>Palantir expects upward growth of at least 40% in the U.S. commercial segment for the year, highlighting strong revenue momentum.</p></li><li><p>Despite anticipating a market correction, the long-term outlook for Palantir Technologies remains positive, supported by solid fundamentals and aggressive growth strategies.</p></li><li><p>Following the strong bull run YTD, a pullback in Palantir Technologies is necessary before breaking into new highs.</p></li></ul><h2 id=\"id_3566456717\">Investment Thesis</h2><p>Since our in-depth analysis of <a href=\"https://laohu8.com/S/PLTR\">Palantir Technologies Inc.</a> in February 2022, when we first presented a bullish stance on the stock, the company has remarkably validated our conviction, richly rewarding patient investors.</p><p>Our confidence was well-placed; since doubling down on our position, PLTR has delivered a staggering return of over 230% in less than 17 months. This exceptional performance is underpinned by consecutive profitability milestones, robust growth metrics, impressive conversion rates, and the impactful deployment of AI capabilities, all contributing to a sustained bull run.</p><p>However, despite the significant gains, we anticipate a necessary pullback correction before PLTR reaches new heights. This expected correction should be viewed not as a deterrent, but as a potential opportunity for investors to enter or increase their positions in anticipation of further growth.</p><p>Therefore, our long-term investment thesis remains intact, underpinned by Palantir&#39;s solid fundamentals, strategic growth initiatives, and the broadening application of its AI technologies.</p><p class=\"t-img-caption\"><img src=\"https://community-static.tradeup.com/news/044c0989cab46968f91e82f129c09235\" title=\"Data by YCharts\" tg-width=\"635\" tg-height=\"439\"/><span>Data by YCharts</span></p><h2 id=\"id_420075811\">Powering Growth and Diversification in the Commercial Sector</h2><p>Artificial intelligence platforms (AIP) momentum drives new customer conversions and existing customer expansions. The transformative effect of AIP on the business is best highlighted in the U.S. commercial bookings and backlog. Palantir experienced noteworthy achievements in the U.S. commercial sector, the most significant being shorter times to conversion and expansion (from a prototype to a product in months).</p><p>By the 31st of December 2023, PLTR had 497 customers, with the commercial segment reporting high customer count growth of 14% quarter-over-quarter, while the government segment remained flat. The commercial segment experienced significant growth, with fourth-quarter revenue increasing by 32% year-over-year (YoY) and full-year revenue growing by 20%, <strong>exceeding $1 billion</strong> for the first time.</p><p>Additionally, the US Commercial revenue in Q4 surged by 70% YoY, reaching $131 million. With a revamped go-to-market strategy and piloting approach followed by significantly compressed sales cycles, the U.S. customer count grew by 55% YoY to 221, reflecting a robust market presence. This acceleration is attributed to a surge in demand, resulting in the highest commercial Total Contract Value (TCV) booked in a quarter, showcasing a 156% growth YoY. Hence, the strategic expansion and increased demand in the U.S. contributed majorly to this growth.</p><p class=\"t-img-caption\"><img src=\"https://community-static.tradeup.com/news/7e3f3d334334b2a0f85573e224db1d8a\" title=\"Author\" tg-width=\"1024\" tg-height=\"768\"/><span>Author</span></p><p>Palantir&#39;s accelerated customer acquisition process stems from three key drivers. First, boot camps are rapidly transitioning into paying customers. In Palantir boot camps, participants and potential users <strong>learn how to apply AI</strong> to mission-critical operations within their organizations. They progress from having no prior knowledge to building practical use cases.</p><p>Once they feel empowered by Palantir&#39;s AI capabilities, the majority of them will convert into paying customers. Second, there&#39;s growth among existing customers and those with longstanding engagements with Palantir. Third, the introduction of AIP has further fueled this momentum. Despite these gains, Palantir recognizes that they have merely scratched the surface of their total addressable market, or TAM; they&#39;re only just getting started.</p><p>The firm also reported a meaningful increase in their US commercial TCV on a dollar-weighted duration basis, up 107% YoY and 42% sequentially. In the fourth quarter, TCV booked was 1.15 billion, up 192% YoY and 38% sequentially. Net dollar retention was 108%, an increase of 100 basis points from last quarter. They ended the fourth quarter with $3.9 billion in total remaining deal value, an increase of 5% sequentially. AIP boosted Palantir&#39;s total addressable market, with the TCV in the U.S. commercial segment reaching $343 million, showcasing a remarkable 107% growth YoY.</p><p>Additionally, Palantir remains an outlier among its peers, as the <strong>company&#39;s average revenue per customer</strong> (ARPC) remains off the chart compared to its peers, delivering a staggering ARPC of $4.5 million. The top 20 high-value customers drive most of Palantir&#39;s revenue. However, reliance on these customers is slowly <strong>declining</strong>, signifying the company&#39;s effort to serve an expansive and diverse market. On the positive side, the top 20 customers&#39; contribution to total revenue dropped to 49.4% based on TTM as of December 2023, compared to 57.1% in FY21. As a result, the average revenue per customer of PLTR dropped below $5 million based on the latest TTM revenue, compared to $6.5 million in FY21.</p><p class=\"t-img-caption\"><img src=\"https://community-static.tradeup.com/news/7330b3dbe0063739a11a0feb0b9f4d4c\" title=\"Author\" tg-width=\"1024\" tg-height=\"768\"/><span>Author</span></p><p>Finally, Palantir&#39;s remaining performance obligations (RPO) recovery also suggests improving revenue growth in the coming quarters. The company&#39;s net dollar retention remains above 100.0%, which indicates that the PLTR platform&#39;s stickiness has remained intact. Net dollar retention does not include revenue from new customers they acquired in the past 12 months and, therefore, <strong>does not yet fully capture the acceleration</strong> in their U.S. commercial business.</p><h2 id=\"id_3060580783\">AIP Upgrade: Seamless LLM Integration for Quicker Decisions and Market Expansion</h2><p>Palantir Technologies has recently enhanced its AIP platform by integrating large language models (LLMs), augmenting user-friendliness and power. AIP facilitates the seamless connection of LLMs with user data, aiding decision-making. The AIP Bootcamp expedites customer onboarding, contributing to remarkably swift time-to-market.</p><p>Integrating LLMs with Foundry through AIP significantly broadens the accessibility of deploying use cases, expanding the addressable market. While the company is observing initial momentum, it acknowledges that it is still at the initial stage of capturing this expanded market. Palantir has successfully covered nearly 200 use cases from AIP Boot camps, underscoring the potential of this approach, with a focus on data integration as a core value-driving principle.</p><p>AIP enables the integration of diverse data types, such as video conferences, incident response calls, Slack rooms, PDFs, images, video, and audio, leveraging the power of LLMs and ontology. The acceleration in AIP customer engagement is anticipated to continue, fueled by its adaptability and versatility.</p><p>The recent quarter saw Palantir signing multiple U.S. commercial deals, where AIP played a pivotal role in driving various deal archetypes. New customers attending boot camps swiftly signing enterprise contracts, AIP-driven conversions of ongoing pilots, and expansions in existing accounts are illustrative examples. Internationally, AIP reinforces partnerships in Continental Europe and fosters growth in select markets.</p><p>Lastly, Palantir&#39;s focus on enhancing product usability and charisma through AI-driven developments, particularly in LLMs, marks a convergence aimed at broadening Foundry&#39;s market appeal. Current research and development efforts are directed toward deploying software, models, and assets at the edge, aligning with the growing market trend of edge computing - positioning Palantir favorably to secure a substantial share in this evolving landscape.</p><p class=\"t-img-caption\"><img src=\"https://community-static.tradeup.com/news/6f3ab05e66d0cabae9105e27861c0d0e\" alt=\"LLM - Palantir Defense\" title=\"LLM - Palantir Defense\" tg-width=\"640\" tg-height=\"359\"/><span>LLM - Palantir Defense</span></p><h2 id=\"id_3599242473\">Turning Complex Challenges into Competitive Advantage with AIP Bootcamps</h2><p>Rather than rejecting projects with risky and resource-intensive installation requirements, Palantir actively seeks them out. They&#39;ve obtained strict government clearances, manage complex data environments, offer cloud-agnostic integration, and don&#39;t shy away from long sales cycles. These are substantial barriers to entry for competitors.</p><p>Still, their fundamental competition is their own customers&#39; internal software development. AIP Bootcamp makes platform onboarding much easier and forcefully addresses this competitive risk. Bootcamp teaches end-users how to use AIP effectively.</p><p>Additionally, Palantir is strategically intensifying efforts to convert boot camps into enterprise deals, evident in the noteworthy impact on sales cycles and the accelerated rate of new customer acquisition. In Q4, U.S. commercial saw a sequential rise of 22%, a substantial increase compared to 12% and 4% in Q3 and Q2, respectively.</p><p>The success stories include new customers attending boot camps and promptly signing enterprise contracts, demonstrating the efficacy of this conversion strategy. Cold outreaches leading to boot camps and subsequent enterprise agreements highlight the streamlined approach.</p><p>AIP-driven conversions of ongoing pilots constitute another facet of Palantir&#39;s successful strategy. Companies engaged in a pilot, during which AIP was introduced, ultimately converted to enterprise agreements. Moreover, AIP has been instrumental in driving expansions within existing key accounts. Demonstrating speed to value at boot camps, Palantir showcased its ability to deliver new use cases atop existing ontologies in as little as 24 hours, contributing significantly to successful agreements.</p><p>In tandem with the emphasis on boot camps, Palantir is strategically deepening its distribution channels to swiftly capitalize on opportunities in specific regions, focusing on expanding its presence in Japan. Hence, these strategic maneuvers underscore Palantir&#39;s commitment to driving efficient conversions, expanding market reach, and solidifying its position as a leader in the data integration landscape.</p><h2 id=\"id_2288010704\">How Palantir&#39;s Self-Selling Software Soars Beyond the Aviation Industry</h2><p>Palantir&#39;s greatest strength is product-led acquisition. They have dedicated support agents for each deployment. Then, they let the software sell itself by deepening existing relationships or cross-selling to businesses that work with their customers. The prime example is Skywise, initially built for Airbus SE (OTCPK:EADSF) but which has expanded throughout the airline industry.</p><p>Skywise is an aviation platform that is the central operating system of the airline industry. Adoption has been swift. Since June 2017, Skywise has expanded from zero to more than one hundred airlines. Each one is now an existing or potential customer - this is a product-led acquisition - something that will be an industry-agnostic tailwind for PLTR growth in the coming years.</p><p>When other airlines saw the benefits of PLTR software, they swiftly engaged with the company. No outbound sales efforts were needed because the platform sold itself. This platform initially grew from a single customer relationship with Airbus.</p><p>The platform&#39;s ability to garner new clients without outbound sales efforts, relying on the software&#39;s intrinsic value, underscores the effectiveness of Palantir&#39;s strategic approach and positions the company favorably for sustained expansion across diverse sectors.</p><h2 id=\"id_129334450\">Unlocking Value Beyond the Surface</h2><p>Despite the initial impression that Palantir is trading at elevated multiples, a more in-depth analysis reveals a nuanced perspective. About a year ago, the company achieved a significant milestone by transitioning to profitability. While its valuation might appear high initially, it likely reflects the market&#39;s recognition of PLTR&#39;s improved margin and, critically, the substantial potential of AIP.</p><p>This potential can extend the company&#39;s market reach beyond government contracts, venturing into diverse use cases within the commercial segment. Palantir&#39;s substantial government contracts and growing presence in pivotal industries like defense, healthcare, and finance, bolstered by strategic partnerships, further underscore its considerable long-term potential in the market.</p><p>Rule of 40 analysis holds significance for software or SaaS companies, signifying that those attaining a combined score of 40.0% in revenue growth and margin (with EBITDA margin in this instance) are more likely to achieve sustainable growth. PLTR can exceed the 40.0% threshold (sum of growth and margin) by revitalizing its revenue growth beyond 30.0% and continuing the upward trend in profitability margin.</p><p class=\"t-img-caption\"><img src=\"https://community-static.tradeup.com/news/905e373641d072897f210cca42db058b\" alt=\"Author\" title=\"Author\" tg-width=\"1024\" tg-height=\"768\"/><span>Author</span></p><h2 id=\"id_353816885\">Takeaway</h2><p>Palantir Technologies Inc. has outperformed expectations, delivering impressive returns and highlighting its strategic prowess and robust growth in the AI sector. Despite anticipating a market correction, the long-term outlook for PLTR remains positive, supported by solid fundamentals and aggressive growth strategies.</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>Palantir: Why I Am Not Selling</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\">\nPalantir: Why I Am Not Selling\n</h2>\n\n<h4 class=\"meta\">\n\n\n2024-03-14 14:00 GMT+8&nbsp;&nbsp;&nbsp;<a href=https://seekingalpha.com/article/4677924-palantir-why-i-am-not-selling><strong>Seeking Alpha</strong></a>\n\n\n</h4>\n\n</header>\n<article>\n<div>\n<p>Palantir Technologies Inc.'s Q4 2023 revenue grew by 20% YoY to $608.4 million, driven by streamlined go-to-market and increased customer acquisition in the U.S. commercial sector.Palantir expects ...</p>\n\n<a href=\"https://seekingalpha.com/article/4677924-palantir-why-i-am-not-selling\">Web Link</a>\n\n</div>\n\n\n</article>\n</div>\n</body>\n</html>\n","type":0,"thumbnail":"","relate_stocks":{"BK4192":"特殊消费者服务","BK4585":"ETF&股票定投概念","BK4547":"WSB热门概念","BK4543":"AI","BK4097":"系统软件","PLTR":"Palantir Technologies Inc.","BK4588":"碎股","BK4023":"应用软件"},"source_url":"https://seekingalpha.com/article/4677924-palantir-why-i-am-not-selling","is_english":true,"share_image_url":"https://static.laohu8.com/5a36db9d73b4222bc376d24ccc48c8a4","article_id":"2419163746","content_text":"Palantir Technologies Inc.'s Q4 2023 revenue grew by 20% YoY to $608.4 million, driven by streamlined go-to-market and increased customer acquisition in the U.S. commercial sector.Palantir expects upward growth of at least 40% in the U.S. commercial segment for the year, highlighting strong revenue momentum.Despite anticipating a market correction, the long-term outlook for Palantir Technologies remains positive, supported by solid fundamentals and aggressive growth strategies.Following the strong bull run YTD, a pullback in Palantir Technologies is necessary before breaking into new highs.Investment ThesisSince our in-depth analysis of Palantir Technologies Inc. in February 2022, when we first presented a bullish stance on the stock, the company has remarkably validated our conviction, richly rewarding patient investors.Our confidence was well-placed; since doubling down on our position, PLTR has delivered a staggering return of over 230% in less than 17 months. This exceptional performance is underpinned by consecutive profitability milestones, robust growth metrics, impressive conversion rates, and the impactful deployment of AI capabilities, all contributing to a sustained bull run.However, despite the significant gains, we anticipate a necessary pullback correction before PLTR reaches new heights. This expected correction should be viewed not as a deterrent, but as a potential opportunity for investors to enter or increase their positions in anticipation of further growth.Therefore, our long-term investment thesis remains intact, underpinned by Palantir's solid fundamentals, strategic growth initiatives, and the broadening application of its AI technologies.Data by YChartsPowering Growth and Diversification in the Commercial SectorArtificial intelligence platforms (AIP) momentum drives new customer conversions and existing customer expansions. The transformative effect of AIP on the business is best highlighted in the U.S. commercial bookings and backlog. Palantir experienced noteworthy achievements in the U.S. commercial sector, the most significant being shorter times to conversion and expansion (from a prototype to a product in months).By the 31st of December 2023, PLTR had 497 customers, with the commercial segment reporting high customer count growth of 14% quarter-over-quarter, while the government segment remained flat. The commercial segment experienced significant growth, with fourth-quarter revenue increasing by 32% year-over-year (YoY) and full-year revenue growing by 20%, exceeding $1 billion for the first time.Additionally, the US Commercial revenue in Q4 surged by 70% YoY, reaching $131 million. With a revamped go-to-market strategy and piloting approach followed by significantly compressed sales cycles, the U.S. customer count grew by 55% YoY to 221, reflecting a robust market presence. This acceleration is attributed to a surge in demand, resulting in the highest commercial Total Contract Value (TCV) booked in a quarter, showcasing a 156% growth YoY. Hence, the strategic expansion and increased demand in the U.S. contributed majorly to this growth.AuthorPalantir's accelerated customer acquisition process stems from three key drivers. First, boot camps are rapidly transitioning into paying customers. In Palantir boot camps, participants and potential users learn how to apply AI to mission-critical operations within their organizations. They progress from having no prior knowledge to building practical use cases.Once they feel empowered by Palantir's AI capabilities, the majority of them will convert into paying customers. Second, there's growth among existing customers and those with longstanding engagements with Palantir. Third, the introduction of AIP has further fueled this momentum. Despite these gains, Palantir recognizes that they have merely scratched the surface of their total addressable market, or TAM; they're only just getting started.The firm also reported a meaningful increase in their US commercial TCV on a dollar-weighted duration basis, up 107% YoY and 42% sequentially. In the fourth quarter, TCV booked was 1.15 billion, up 192% YoY and 38% sequentially. Net dollar retention was 108%, an increase of 100 basis points from last quarter. They ended the fourth quarter with $3.9 billion in total remaining deal value, an increase of 5% sequentially. AIP boosted Palantir's total addressable market, with the TCV in the U.S. commercial segment reaching $343 million, showcasing a remarkable 107% growth YoY.Additionally, Palantir remains an outlier among its peers, as the company's average revenue per customer (ARPC) remains off the chart compared to its peers, delivering a staggering ARPC of $4.5 million. The top 20 high-value customers drive most of Palantir's revenue. However, reliance on these customers is slowly declining, signifying the company's effort to serve an expansive and diverse market. On the positive side, the top 20 customers' contribution to total revenue dropped to 49.4% based on TTM as of December 2023, compared to 57.1% in FY21. As a result, the average revenue per customer of PLTR dropped below $5 million based on the latest TTM revenue, compared to $6.5 million in FY21.AuthorFinally, Palantir's remaining performance obligations (RPO) recovery also suggests improving revenue growth in the coming quarters. The company's net dollar retention remains above 100.0%, which indicates that the PLTR platform's stickiness has remained intact. Net dollar retention does not include revenue from new customers they acquired in the past 12 months and, therefore, does not yet fully capture the acceleration in their U.S. commercial business.AIP Upgrade: Seamless LLM Integration for Quicker Decisions and Market ExpansionPalantir Technologies has recently enhanced its AIP platform by integrating large language models (LLMs), augmenting user-friendliness and power. AIP facilitates the seamless connection of LLMs with user data, aiding decision-making. The AIP Bootcamp expedites customer onboarding, contributing to remarkably swift time-to-market.Integrating LLMs with Foundry through AIP significantly broadens the accessibility of deploying use cases, expanding the addressable market. While the company is observing initial momentum, it acknowledges that it is still at the initial stage of capturing this expanded market. Palantir has successfully covered nearly 200 use cases from AIP Boot camps, underscoring the potential of this approach, with a focus on data integration as a core value-driving principle.AIP enables the integration of diverse data types, such as video conferences, incident response calls, Slack rooms, PDFs, images, video, and audio, leveraging the power of LLMs and ontology. The acceleration in AIP customer engagement is anticipated to continue, fueled by its adaptability and versatility.The recent quarter saw Palantir signing multiple U.S. commercial deals, where AIP played a pivotal role in driving various deal archetypes. New customers attending boot camps swiftly signing enterprise contracts, AIP-driven conversions of ongoing pilots, and expansions in existing accounts are illustrative examples. Internationally, AIP reinforces partnerships in Continental Europe and fosters growth in select markets.Lastly, Palantir's focus on enhancing product usability and charisma through AI-driven developments, particularly in LLMs, marks a convergence aimed at broadening Foundry's market appeal. Current research and development efforts are directed toward deploying software, models, and assets at the edge, aligning with the growing market trend of edge computing - positioning Palantir favorably to secure a substantial share in this evolving landscape.LLM - Palantir DefenseTurning Complex Challenges into Competitive Advantage with AIP BootcampsRather than rejecting projects with risky and resource-intensive installation requirements, Palantir actively seeks them out. They've obtained strict government clearances, manage complex data environments, offer cloud-agnostic integration, and don't shy away from long sales cycles. These are substantial barriers to entry for competitors.Still, their fundamental competition is their own customers' internal software development. AIP Bootcamp makes platform onboarding much easier and forcefully addresses this competitive risk. Bootcamp teaches end-users how to use AIP effectively.Additionally, Palantir is strategically intensifying efforts to convert boot camps into enterprise deals, evident in the noteworthy impact on sales cycles and the accelerated rate of new customer acquisition. In Q4, U.S. commercial saw a sequential rise of 22%, a substantial increase compared to 12% and 4% in Q3 and Q2, respectively.The success stories include new customers attending boot camps and promptly signing enterprise contracts, demonstrating the efficacy of this conversion strategy. Cold outreaches leading to boot camps and subsequent enterprise agreements highlight the streamlined approach.AIP-driven conversions of ongoing pilots constitute another facet of Palantir's successful strategy. Companies engaged in a pilot, during which AIP was introduced, ultimately converted to enterprise agreements. Moreover, AIP has been instrumental in driving expansions within existing key accounts. Demonstrating speed to value at boot camps, Palantir showcased its ability to deliver new use cases atop existing ontologies in as little as 24 hours, contributing significantly to successful agreements.In tandem with the emphasis on boot camps, Palantir is strategically deepening its distribution channels to swiftly capitalize on opportunities in specific regions, focusing on expanding its presence in Japan. Hence, these strategic maneuvers underscore Palantir's commitment to driving efficient conversions, expanding market reach, and solidifying its position as a leader in the data integration landscape.How Palantir's Self-Selling Software Soars Beyond the Aviation IndustryPalantir's greatest strength is product-led acquisition. They have dedicated support agents for each deployment. Then, they let the software sell itself by deepening existing relationships or cross-selling to businesses that work with their customers. The prime example is Skywise, initially built for Airbus SE (OTCPK:EADSF) but which has expanded throughout the airline industry.Skywise is an aviation platform that is the central operating system of the airline industry. Adoption has been swift. Since June 2017, Skywise has expanded from zero to more than one hundred airlines. Each one is now an existing or potential customer - this is a product-led acquisition - something that will be an industry-agnostic tailwind for PLTR growth in the coming years.When other airlines saw the benefits of PLTR software, they swiftly engaged with the company. No outbound sales efforts were needed because the platform sold itself. This platform initially grew from a single customer relationship with Airbus.The platform's ability to garner new clients without outbound sales efforts, relying on the software's intrinsic value, underscores the effectiveness of Palantir's strategic approach and positions the company favorably for sustained expansion across diverse sectors.Unlocking Value Beyond the SurfaceDespite the initial impression that Palantir is trading at elevated multiples, a more in-depth analysis reveals a nuanced perspective. About a year ago, the company achieved a significant milestone by transitioning to profitability. While its valuation might appear high initially, it likely reflects the market's recognition of PLTR's improved margin and, critically, the substantial potential of AIP.This potential can extend the company's market reach beyond government contracts, venturing into diverse use cases within the commercial segment. Palantir's substantial government contracts and growing presence in pivotal industries like defense, healthcare, and finance, bolstered by strategic partnerships, further underscore its considerable long-term potential in the market.Rule of 40 analysis holds significance for software or SaaS companies, signifying that those attaining a combined score of 40.0% in revenue growth and margin (with EBITDA margin in this instance) are more likely to achieve sustainable growth. PLTR can exceed the 40.0% threshold (sum of growth and margin) by revitalizing its revenue growth beyond 30.0% and continuing the upward trend in profitability margin.AuthorTakeawayPalantir Technologies Inc. has outperformed expectations, delivering impressive returns and highlighting its strategic prowess and robust growth in the AI sector. Despite anticipating a market correction, the long-term outlook for PLTR remains positive, supported by solid fundamentals and aggressive growth strategies.","news_type":1},"isVote":1,"tweetType":1,"viewCount":170,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"EN","totalScore":0},{"id":283337687470200,"gmtCreate":1710214145564,"gmtModify":1710214149000,"author":{"id":"4088135301967120","authorId":"4088135301967120","name":"King19","avatar":"https://static.laohu8.com/default-avatar.jpg","crmLevel":6,"crmLevelSwitch":0},"themes":[],"htmlText":"Time to keep buying! But beware of correction even though it's a bull!!","listText":"Time to keep buying! But beware of correction even though it's a bull!!","text":"Time to keep buying! But beware of correction even though it's a bull!!","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":1,"commentSize":0,"repostSize":0,"link":"https://ttm.financial/post/283337687470200","isVote":1,"tweetType":1,"viewCount":148,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"EN","totalScore":0},{"id":283376460931376,"gmtCreate":1710212317449,"gmtModify":1710212320427,"author":{"id":"4088135301967120","authorId":"4088135301967120","name":"King19","avatar":"https://static.laohu8.com/default-avatar.jpg","crmLevel":6,"crmLevelSwitch":0},"themes":[],"htmlText":"<a href=\"https://ttm.financial/OPT/BABA 20240315 70.0 PUT\">$BABA 20240315 70.0 PUT$</a>&nbsp;","listText":"<a href=\"https://ttm.financial/OPT/BABA 20240315 70.0 PUT\">$BABA 20240315 70.0 PUT$</a>&nbsp;","text":"$BABA 20240315 70.0 PUT$","images":[{"img":"https://community-static.tradeup.com/news/3cfad3373e2bd72e5b88ae551820d6c7","width":"1086","height":"1713"}],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":1,"commentSize":0,"repostSize":0,"link":"https://ttm.financial/post/283376460931376","isVote":1,"tweetType":1,"viewCount":197,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":1,"langContent":"EN","totalScore":0},{"id":277077272461352,"gmtCreate":1708671816447,"gmtModify":1708671820482,"author":{"id":"4088135301967120","authorId":"4088135301967120","name":"King19","avatar":"https://static.laohu8.com/default-avatar.jpg","crmLevel":6,"crmLevelSwitch":0},"themes":[],"htmlText":"lock in the profit!! 👏🏻&nbsp;","listText":"lock in the profit!! 👏🏻&nbsp;","text":"lock in the profit!! 👏🏻","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":2,"commentSize":0,"repostSize":0,"link":"https://ttm.financial/post/277077272461352","repostId":"1121938846","repostType":2,"repost":{"id":"1121938846","weMediaInfo":{"introduction":"Stock Market Quotes, Business News, Financial News, Trading Ideas, and Stock Research by Professionals","home_visible":0,"media_name":"Benzinga","id":"1052270027","head_image":"https://static.tigerbbs.com/d08bf7808052c0ca9deb4e944cae32aa"},"pubTimestamp":1708669800,"share":"https://www.laohu8.com/m/news/1121938846?lang=&edition=full","pubTime":"2024-02-23 14:30","market":"us","language":"en","title":"Cathie Wood's Ark Offloads Nvidia Stock Worth $4M Despite Post-Earnings Rally","url":"https://stock-news.laohu8.com/highlight/detail?id=1121938846","media":"Benzinga","summary":"Cathie Wood-led Ark Invest offloaded nearly $4 million worth of Nvidia Corp shares on Thursday, despite the stock’s ongoing rally fueled by robust fourth-quarter earnings and optimistic analyst foreca","content":"<html><head></head><body><p><strong>Cathie Wood</strong>-led <strong>Ark Invest</strong> offloaded nearly $4 million worth of <strong>Nvidia Corp </strong>shares on Thursday, despite the stock’s ongoing rally fueled by robust fourth-quarter earnings and optimistic analyst forecasts.</p><p style=\"text-align: start;\"><strong>The NVIDIA Trade</strong></p><p style=\"text-align: start;\">The firm sold 5,067 Nvidia shares through <strong>ARK Next Generation Internet ETF (ARKW)</strong>. The transaction was valued at $3.98 million. Nvidia shares rallied 16.4% in the regular session to $785.38 on Thursday. The shares gained another 1.7% in the after-hours trading.</p><p style=\"text-align: start;\">Nvidia shares have shot up 58.6% so far this year — the gains are even more impressive over 12 months at 231.9%.</p><p style=\"text-align: start;\">Ark Invest’s decision to sell Nvidia shares captures attention, especially considering the company’s recent financial achievements and the bullish outlook provided by several analysts. Nvidia in the fourth quarter surpassed revenue expectations and provided strong guidance for the first quarter, signaling continued growth in the AI sector.</p><p style=\"text-align: start;\">Further analysis by seven analysts echoed this sentiment, highlighting Nvidia’s sustained momentum in AI technologies.</p><p><strong>Other Key Trades:</strong></p><ul style=\"list-style-type: disc;\"><li><p><strong>Roku Inc</strong>: Ark Invest bolstered its stake in ROKU, acquiring 239,868 shares for multiple ETFs.</p></li><li><p><strong>Coinbase Global Inc</strong>: In a strategic move, Ark Invest trimmed its holdings by selling 2,828 shares, reflecting a cautious approach amidst the volatile cryptocurrency market landscape.</p></li><li><p><strong>Robinhood Markets Inc</strong>: Ark divested 37,312 shares, signaling a reassessment of its investment in the fintech space, possibly due to evolving market conditions or company-specific factors.</p></li><li><p><strong>Teladoc Inc</strong>: Ark significantly reduced its exposure by selling shares from multiple ETFs.</p></li></ul></body></html>","collect":0,"html":"<!DOCTYPE html>\n<html>\n<head>\n<meta http-equiv=\"Content-Type\" content=\"text/html; charset=utf-8\" />\n<meta name=\"viewport\" content=\"width=device-width,initial-scale=1.0,minimum-scale=1.0,maximum-scale=1.0,user-scalable=no\"/>\n<meta name=\"format-detection\" content=\"telephone=no,email=no,address=no\" />\n<title>Cathie Wood's Ark Offloads Nvidia Stock Worth $4M Despite Post-Earnings Rally</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\">\nCathie Wood's Ark Offloads Nvidia Stock Worth $4M Despite Post-Earnings Rally\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/d08bf7808052c0ca9deb4e944cae32aa);background-size:cover;\"></div>\n\n<div class=\"h-content\">\n<p class=\"h-name\">Benzinga </p>\n<p class=\"h-time\">2024-02-23 14:30</p>\n</div>\n\n</div>\n\n\n</h4>\n\n</header>\n<article>\n<html><head></head><body><p><strong>Cathie Wood</strong>-led <strong>Ark Invest</strong> offloaded nearly $4 million worth of <strong>Nvidia Corp </strong>shares on Thursday, despite the stock’s ongoing rally fueled by robust fourth-quarter earnings and optimistic analyst forecasts.</p><p style=\"text-align: start;\"><strong>The NVIDIA Trade</strong></p><p style=\"text-align: start;\">The firm sold 5,067 Nvidia shares through <strong>ARK Next Generation Internet ETF (ARKW)</strong>. The transaction was valued at $3.98 million. Nvidia shares rallied 16.4% in the regular session to $785.38 on Thursday. The shares gained another 1.7% in the after-hours trading.</p><p style=\"text-align: start;\">Nvidia shares have shot up 58.6% so far this year — the gains are even more impressive over 12 months at 231.9%.</p><p style=\"text-align: start;\">Ark Invest’s decision to sell Nvidia shares captures attention, especially considering the company’s recent financial achievements and the bullish outlook provided by several analysts. Nvidia in the fourth quarter surpassed revenue expectations and provided strong guidance for the first quarter, signaling continued growth in the AI sector.</p><p style=\"text-align: start;\">Further analysis by seven analysts echoed this sentiment, highlighting Nvidia’s sustained momentum in AI technologies.</p><p><strong>Other Key Trades:</strong></p><ul style=\"list-style-type: disc;\"><li><p><strong>Roku Inc</strong>: Ark Invest bolstered its stake in ROKU, acquiring 239,868 shares for multiple ETFs.</p></li><li><p><strong>Coinbase Global Inc</strong>: In a strategic move, Ark Invest trimmed its holdings by selling 2,828 shares, reflecting a cautious approach amidst the volatile cryptocurrency market landscape.</p></li><li><p><strong>Robinhood Markets Inc</strong>: Ark divested 37,312 shares, signaling a reassessment of its investment in the fintech space, possibly due to evolving market conditions or company-specific factors.</p></li><li><p><strong>Teladoc Inc</strong>: Ark significantly reduced its exposure by selling shares from multiple ETFs.</p></li></ul></body></html>\n\n</article>\n</div>\n</body>\n</html>\n","type":0,"thumbnail":"","relate_stocks":{"NVDA":"英伟达","ROKU":"Roku Inc","ARKW":"ARK Next Generation Internation ETF","TDOC":"Teladoc Health Inc.","HOOD":"Robinhood","COIN":"Coinbase Global, Inc."},"source_url":"","is_english":true,"share_image_url":"https://static.laohu8.com/e9f99090a1c2ed51c021029395664489","article_id":"1121938846","content_text":"Cathie Wood-led Ark Invest offloaded nearly $4 million worth of Nvidia Corp shares on Thursday, despite the stock’s ongoing rally fueled by robust fourth-quarter earnings and optimistic analyst forecasts.The NVIDIA TradeThe firm sold 5,067 Nvidia shares through ARK Next Generation Internet ETF (ARKW). The transaction was valued at $3.98 million. Nvidia shares rallied 16.4% in the regular session to $785.38 on Thursday. The shares gained another 1.7% in the after-hours trading.Nvidia shares have shot up 58.6% so far this year — the gains are even more impressive over 12 months at 231.9%.Ark Invest’s decision to sell Nvidia shares captures attention, especially considering the company’s recent financial achievements and the bullish outlook provided by several analysts. Nvidia in the fourth quarter surpassed revenue expectations and provided strong guidance for the first quarter, signaling continued growth in the AI sector.Further analysis by seven analysts echoed this sentiment, highlighting Nvidia’s sustained momentum in AI technologies.Other Key Trades:Roku Inc: Ark Invest bolstered its stake in ROKU, acquiring 239,868 shares for multiple ETFs.Coinbase Global Inc: In a strategic move, Ark Invest trimmed its holdings by selling 2,828 shares, reflecting a cautious approach amidst the volatile cryptocurrency market landscape.Robinhood Markets Inc: Ark divested 37,312 shares, signaling a reassessment of its investment in the fintech space, possibly due to evolving market conditions or company-specific factors.Teladoc Inc: Ark significantly reduced its exposure by selling shares from multiple ETFs.","news_type":1},"isVote":1,"tweetType":1,"viewCount":130,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"EN","totalScore":0},{"id":272057743761656,"gmtCreate":1707458141711,"gmtModify":1707458145559,"author":{"id":"4088135301967120","authorId":"4088135301967120","name":"King19","avatar":"https://static.laohu8.com/default-avatar.jpg","crmLevel":6,"crmLevelSwitch":0},"themes":[],"htmlText":"😜&nbsp;","listText":"😜&nbsp;","text":"😜","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":1,"commentSize":0,"repostSize":0,"link":"https://ttm.financial/post/272057743761656","repostId":"2409679704","repostType":2,"repost":{"id":"2409679704","pubTimestamp":1707454836,"share":"https://www.laohu8.com/m/news/2409679704?lang=&edition=full","pubTime":"2024-02-09 13:00","market":"us","language":"en","title":"3 Reasons Why It's Time to Hit the Brakes on NIO Stock","url":"https://stock-news.laohu8.com/highlight/detail?id=2409679704","media":"InvestorPlace","summary":"According to my Nio stock forecast, a very competitive market will likely see Nio's reach diminish as EV demand weathers a storm in 2024.","content":"<html><head></head><body><ul style=\"\"><li><p><strong>Nio</strong> happens to be a smaller player in a hypercompetitive market.</p></li><li><p>The EV maker’s deliveries only grew by 30% in 2023 and have already begun 2024 on the wrong foot.</p></li><li><p>Larger players like BYD will not only take market share away from NIO but are better equipped to handle a potential EV winter.</p></li></ul><p class=\"t-img-caption\"><img src=\"https://static.tigerbbs.com/8f283dcf01ba7103e8690f23edfaaf8f\" tg-width=\"768\" tg-height=\"432\"/></p><p>Source: Michael Vi / Shutterstock.com</p><p>As the company continues to falter, it’s time to reevaluate any bullish <strong>Nio</strong> stock forecast. The Chinese EV market has become very competitive. So much so that it may be hard for Nio to compete in the future.</p><p>Below are three reasons why I believe NIO is a sell.</p><h2 id=\"id_1040734839\">Nio Stock Forecast: Look at the Competition</h2><p>NIO is playing in a hypercompetitive space, and the company will need to grab market share from both smaller competitors like Xpeng and massive ones like BYD, the world’s top EV maker in 2023.</p><p>In Q4 2023, BYD sold 526,409 electric vehicles, while Tesla sold 484,507. Moreover, BYD also dethroned Volkswagen as the number one selling car brand in China.</p><p>It’s difficult to see how NIO will be able to tackle the market when much of the performance and sales is being generated by the largest major players.</p><h2 id=\"id_1460695596\">Unimpressive Deliveries</h2><p>The Chinese EV maker, NIO, has also experienced sluggish delivery growth in respective to its competitors. EV deliveries in 2023 came in at 160,038, up only 30% on a year-over-year basis. BYD, for example, saw a 62% surge in full year EV deliveries.</p><p>XPeng also saw EV deliveries only climb 17% of the number from 2022, underscoring how difficult it is for smaller players to compete in the space.</p><p>Not to mention, China is still going through an economic recovery, and folks are feeling risk averse in terms of spending. This will affect all EV makers operating in China, but it will likely impact the smaller, lesser-known players the most. Nio saw January deliveries plunge 44% from December, which already isn’t a good sign for the year.</p><h2 id=\"id_1317553230\">The EV Slump Could Smart</h2><p>There has been much talk about the electric vehicle slump. It’s not just a phenomenon particular to China’s economic slowdown. Inflation and high interest rates in the West have done well to temper consumer sentiment.</p><p>Analysts are predicting EV sales to struggle in 2024. Elon Musk, warned of slower growth in 2024 during Tesla’s earnings call.</p><p>As said before, NIO will likely struggle if these larger players begin to see growth slowdown. At some point, the EV market will be dominated by just a few key players, and I doubt NIO will be one of them.</p></body></html>","source":"investorplace_stock_picks","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>3 Reasons Why It's Time to Hit the Brakes on NIO Stock</title>\n<style type=\"text/css\">\na,abbr,acronym,address,applet,article,aside,audio,b,big,blockquote,body,canvas,caption,center,cite,code,dd,del,details,dfn,div,dl,dt,\nem,embed,fieldset,figcaption,figure,footer,form,h1,h2,h3,h4,h5,h6,header,hgroup,html,i,iframe,img,ins,kbd,label,legend,li,mark,menu,nav,\nobject,ol,output,p,pre,q,ruby,s,samp,section,small,span,strike,strong,sub,summary,sup,table,tbody,td,tfoot,th,thead,time,tr,tt,u,ul,var,video{ font:inherit;margin:0;padding:0;vertical-align:baseline;border:0 }\nbody{ font-size:16px; line-height:1.5; color:#999; background:transparent; }\n.wrapper{ overflow:hidden;word-break:break-all;padding:10px; }\nh1,h2{ font-weight:normal; line-height:1.35; margin-bottom:.6em; }\nh3,h4,h5,h6{ line-height:1.35; margin-bottom:1em; }\nh1{ font-size:24px; }\nh2{ font-size:20px; }\nh3{ font-size:18px; }\nh4{ font-size:16px; }\nh5{ font-size:14px; }\nh6{ font-size:12px; }\np,ul,ol,blockquote,dl,table{ margin:1.2em 0; }\nul,ol{ margin-left:2em; }\nul{ list-style:disc; }\nol{ list-style:decimal; }\nli,li p{ margin:10px 0;}\nimg{ max-width:100%;display:block;margin:0 auto 1em; }\nblockquote{ color:#B5B2B1; border-left:3px solid #aaa; padding:1em; }\nstrong,b{font-weight:bold;}\nem,i{font-style:italic;}\ntable{ width:100%;border-collapse:collapse;border-spacing:1px;margin:1em 0;font-size:.9em; }\nth,td{ padding:5px;text-align:left;border:1px solid #aaa; }\nth{ font-weight:bold;background:#5d5d5d; }\n.symbol-link{font-weight:bold;}\n/* header{ border-bottom:1px solid #494756; } */\n.title{ margin:0 0 8px;line-height:1.3;color:#ddd; }\n.meta {color:#5e5c6d;font-size:13px;margin:0 0 .5em; }\na{text-decoration:none; color:#2a4b87;}\n.meta .head { display: inline-block; overflow: hidden}\n.head .h-thumb { width: 30px; height: 30px; margin: 0; padding: 0; border-radius: 50%; float: left;}\n.head .h-content { margin: 0; padding: 0 0 0 9px; float: left;}\n.head .h-name {font-size: 13px; color: #eee; margin: 0;}\n.head .h-time {font-size: 11px; color: #7E829C; margin: 0;line-height: 11px;}\n.small {font-size: 12.5px; display: inline-block; transform: scale(0.9); -webkit-transform: scale(0.9); transform-origin: left; -webkit-transform-origin: left;}\n.smaller {font-size: 12.5px; display: inline-block; transform: scale(0.8); -webkit-transform: scale(0.8); transform-origin: left; -webkit-transform-origin: left;}\n.bt-text {font-size: 12px;margin: 1.5em 0 0 0}\n.bt-text p {margin: 0}\n</style>\n</head>\n<body>\n<div class=\"wrapper\">\n<header>\n<h2 class=\"title\">\n3 Reasons Why It's Time to Hit the Brakes on NIO Stock\n</h2>\n\n<h4 class=\"meta\">\n\n\n2024-02-09 13:00 GMT+8&nbsp;&nbsp;&nbsp;<a href=https://investorplace.com/2024/02/3-reasons-why-its-time-to-hit-the-brakes-on-nio-stock/><strong>InvestorPlace</strong></a>\n\n\n</h4>\n\n</header>\n<article>\n<div>\n<p>Nio happens to be a smaller player in a hypercompetitive market.The EV maker’s deliveries only grew by 30% in 2023 and have already begun 2024 on the wrong foot.Larger players like BYD will not only ...</p>\n\n<a href=\"https://investorplace.com/2024/02/3-reasons-why-its-time-to-hit-the-brakes-on-nio-stock/\">Web Link</a>\n\n</div>\n\n\n</article>\n</div>\n</body>\n</html>\n","type":0,"thumbnail":"","relate_stocks":{"LU0320764599.SGD":"FTIF - Templeton China A Acc SGD","BK4505":"高瓴资本持仓","NIO.SI":"蔚来","BK4581":"高盛持仓","BK4504":"桥水持仓","BK4099":"汽车制造商","BK4548":"巴美列捷福持仓","BK4532":"文艺复兴科技持仓","BK4531":"中概回港概念","BK4585":"ETF&股票定投概念","BK4534":"瑞士信贷持仓","BK4555":"新能源车","BK4509":"腾讯概念","LU0708995583.HKD":"TEMPLETON CHINA \"A\" (HKD) ACC","09866":"蔚来-SW","NIO":"蔚来","BK4526":"热门中概股","BK4588":"碎股","BK4574":"无人驾驶","LU0052750758.USD":"富兰克林中国基金A Acc"},"source_url":"https://investorplace.com/2024/02/3-reasons-why-its-time-to-hit-the-brakes-on-nio-stock/","is_english":true,"share_image_url":"https://static.laohu8.com/e9f99090a1c2ed51c021029395664489","article_id":"2409679704","content_text":"Nio happens to be a smaller player in a hypercompetitive market.The EV maker’s deliveries only grew by 30% in 2023 and have already begun 2024 on the wrong foot.Larger players like BYD will not only take market share away from NIO but are better equipped to handle a potential EV winter.Source: Michael Vi / Shutterstock.comAs the company continues to falter, it’s time to reevaluate any bullish Nio stock forecast. The Chinese EV market has become very competitive. So much so that it may be hard for Nio to compete in the future.Below are three reasons why I believe NIO is a sell.Nio Stock Forecast: Look at the CompetitionNIO is playing in a hypercompetitive space, and the company will need to grab market share from both smaller competitors like Xpeng and massive ones like BYD, the world’s top EV maker in 2023.In Q4 2023, BYD sold 526,409 electric vehicles, while Tesla sold 484,507. Moreover, BYD also dethroned Volkswagen as the number one selling car brand in China.It’s difficult to see how NIO will be able to tackle the market when much of the performance and sales is being generated by the largest major players.Unimpressive DeliveriesThe Chinese EV maker, NIO, has also experienced sluggish delivery growth in respective to its competitors. EV deliveries in 2023 came in at 160,038, up only 30% on a year-over-year basis. BYD, for example, saw a 62% surge in full year EV deliveries.XPeng also saw EV deliveries only climb 17% of the number from 2022, underscoring how difficult it is for smaller players to compete in the space.Not to mention, China is still going through an economic recovery, and folks are feeling risk averse in terms of spending. This will affect all EV makers operating in China, but it will likely impact the smaller, lesser-known players the most. Nio saw January deliveries plunge 44% from December, which already isn’t a good sign for the year.The EV Slump Could SmartThere has been much talk about the electric vehicle slump. It’s not just a phenomenon particular to China’s economic slowdown. Inflation and high interest rates in the West have done well to temper consumer sentiment.Analysts are predicting EV sales to struggle in 2024. Elon Musk, warned of slower growth in 2024 during Tesla’s earnings call.As said before, NIO will likely struggle if these larger players begin to see growth slowdown. At some point, the EV market will be dominated by just a few key players, and I doubt NIO will be one of them.","news_type":1},"isVote":1,"tweetType":1,"viewCount":34,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"EN","totalScore":0},{"id":264092866748592,"gmtCreate":1705495084690,"gmtModify":1705495089433,"author":{"id":"4088135301967120","authorId":"4088135301967120","name":"King19","avatar":"https://static.laohu8.com/default-avatar.jpg","crmLevel":6,"crmLevelSwitch":0},"themes":[],"htmlText":"😂, he can't wait to dispose more of the shares for $$","listText":"😂, he can't wait to dispose more of the shares for $$","text":"😂, he can't wait to dispose more of the shares for $$","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":2,"commentSize":0,"repostSize":0,"link":"https://ttm.financial/post/264092866748592","repostId":"1143612163","repostType":2,"repost":{"id":"1143612163","weMediaInfo":{"introduction":"Stock Market Quotes, Business News, Financial News, Trading Ideas, and Stock Research by Professionals","home_visible":0,"media_name":"Benzinga","id":"1052270027","head_image":"https://static.tigerbbs.com/d08bf7808052c0ca9deb4e944cae32aa"},"pubTimestamp":1705494600,"share":"https://www.laohu8.com/m/news/1143612163?lang=&edition=full","pubTime":"2024-01-17 20:30","market":"us","language":"en","title":"Ross Gerber Says Elon Musk Should Buy Tesla Stock \"Like Rest Of Us\" If He Wants 25% Voting Rights","url":"https://stock-news.laohu8.com/highlight/detail?id=1143612163","media":"Benzinga","summary":"ZINGER KEY POINTSMusk has said he feels \"uncomfortable\" steering Tesla toward becoming a leader in AI/robotics without having 25% voting control.Despite Musk's desire for more influence, Gerber argued","content":"<html><head></head><body><h4 id=\"id_750125108\" style=\"text-align: start;\">ZINGER KEY POINTS</h4><ul style=\"list-style-type: disc;\"><li><p>Musk has said he feels &#34;uncomfortable&#34; steering Tesla toward becoming a leader in AI/robotics without having 25% voting control.</p></li><li><p>Despite Musk&#39;s desire for more influence, Gerber argued that additional control seems unnecessary.</p></li><li><p>&#34;Nobody has any influence over Tesla except Elon, and so, I don&#39;t know what he is talking about,&#34; Gerber said.</p></li></ul><p><strong>Ross Gerber</strong>, President and CEO of <strong>Gerber Kawasaki Wealth and Investment Management</strong> and a <strong>Tesla Inc</strong> TSLA investor, reflected on <strong>Elon Musk</strong>‘s request for a 25% voting stake in the company on Wednesday.</p><p style=\"text-align: start;\"><strong>What Happened:</strong> In an interview with Yahoo Finance, Gerber expressed his view, stating, “I think he should buy the stock. I think he should use his money and buy Tesla for like $25 or $30 billion like the rest of us.” </p><p style=\"text-align: start;\">He found the idea of shareholders granting Musk $30 billion worth of stock confusing, emphasizing that, as the CEO, Musk’s “fiduciary duty” is to transform Tesla into an AI/robotics company—a task for which he has already been compensated $50 billion.</p><p class=\"t-img-caption\"><img src=\"https://static.tigerbbs.com/ab959455df6ba83eaa75fd7c5a5e96e9\" tg-width=\"829\" tg-height=\"903\"/></p><p><strong>Musk’s Stance:</strong> Musk mentioned on X on Monday that he feels “uncomfortable” steering Tesla toward becoming a leader in AI/robotics without possessing around 25% voting control. He indicated a preference for developing products outside of Tesla unless he attained this level of control.</p><p style=\"text-align: start;\"><strong>Gerber’s Perspective:</strong> Despite Musk’s desire for more influence, Gerber argued that additional control seems unnecessary, given that Musk is currently the sole influential figure at Tesla, with his friends and family occupying positions on the board of directors. </p><p style=\"text-align: start;\">Gerber stated, “Nobody has any influence over Tesla except Elon, and so, I don’t know what he is talking about. Tesla is the closest thing to a private company as a public company.”</p><p><strong>Musk’s Stake:</strong> As of now, Musk holds over 411 million shares in Tesla, constituting approximately a 13% stake.</p><p style=\"text-align: start;\"><strong>Price Action:</strong> According to data from Benzinga Pro, Tesla shares closed up 0.5% at $219.91 on Tuesday.</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>Ross Gerber Says Elon Musk Should Buy Tesla Stock \"Like Rest Of Us\" If He Wants 25% Voting Rights</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\">\nRoss Gerber Says Elon Musk Should Buy Tesla Stock \"Like Rest Of Us\" If He Wants 25% Voting Rights\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/d08bf7808052c0ca9deb4e944cae32aa);background-size:cover;\"></div>\n\n<div class=\"h-content\">\n<p class=\"h-name\">Benzinga </p>\n<p class=\"h-time\">2024-01-17 20:30</p>\n</div>\n\n</div>\n\n\n</h4>\n\n</header>\n<article>\n<html><head></head><body><h4 id=\"id_750125108\" style=\"text-align: start;\">ZINGER KEY POINTS</h4><ul style=\"list-style-type: disc;\"><li><p>Musk has said he feels &#34;uncomfortable&#34; steering Tesla toward becoming a leader in AI/robotics without having 25% voting control.</p></li><li><p>Despite Musk&#39;s desire for more influence, Gerber argued that additional control seems unnecessary.</p></li><li><p>&#34;Nobody has any influence over Tesla except Elon, and so, I don&#39;t know what he is talking about,&#34; Gerber said.</p></li></ul><p><strong>Ross Gerber</strong>, President and CEO of <strong>Gerber Kawasaki Wealth and Investment Management</strong> and a <strong>Tesla Inc</strong> TSLA investor, reflected on <strong>Elon Musk</strong>‘s request for a 25% voting stake in the company on Wednesday.</p><p style=\"text-align: start;\"><strong>What Happened:</strong> In an interview with Yahoo Finance, Gerber expressed his view, stating, “I think he should buy the stock. I think he should use his money and buy Tesla for like $25 or $30 billion like the rest of us.” </p><p style=\"text-align: start;\">He found the idea of shareholders granting Musk $30 billion worth of stock confusing, emphasizing that, as the CEO, Musk’s “fiduciary duty” is to transform Tesla into an AI/robotics company—a task for which he has already been compensated $50 billion.</p><p class=\"t-img-caption\"><img src=\"https://static.tigerbbs.com/ab959455df6ba83eaa75fd7c5a5e96e9\" tg-width=\"829\" tg-height=\"903\"/></p><p><strong>Musk’s Stance:</strong> Musk mentioned on X on Monday that he feels “uncomfortable” steering Tesla toward becoming a leader in AI/robotics without possessing around 25% voting control. He indicated a preference for developing products outside of Tesla unless he attained this level of control.</p><p style=\"text-align: start;\"><strong>Gerber’s Perspective:</strong> Despite Musk’s desire for more influence, Gerber argued that additional control seems unnecessary, given that Musk is currently the sole influential figure at Tesla, with his friends and family occupying positions on the board of directors. </p><p style=\"text-align: start;\">Gerber stated, “Nobody has any influence over Tesla except Elon, and so, I don’t know what he is talking about. Tesla is the closest thing to a private company as a public company.”</p><p><strong>Musk’s Stake:</strong> As of now, Musk holds over 411 million shares in Tesla, constituting approximately a 13% stake.</p><p style=\"text-align: start;\"><strong>Price Action:</strong> According to data from Benzinga Pro, Tesla shares closed up 0.5% at $219.91 on Tuesday.</p></body></html>\n\n</article>\n</div>\n</body>\n</html>\n","type":0,"thumbnail":"","relate_stocks":{"TSLA":"特斯拉"},"source_url":"","is_english":true,"share_image_url":"https://static.laohu8.com/e9f99090a1c2ed51c021029395664489","article_id":"1143612163","content_text":"ZINGER KEY POINTSMusk has said he feels \"uncomfortable\" steering Tesla toward becoming a leader in AI/robotics without having 25% voting control.Despite Musk's desire for more influence, Gerber argued that additional control seems unnecessary.\"Nobody has any influence over Tesla except Elon, and so, I don't know what he is talking about,\" Gerber said.Ross Gerber, President and CEO of Gerber Kawasaki Wealth and Investment Management and a Tesla Inc TSLA investor, reflected on Elon Musk‘s request for a 25% voting stake in the company on Wednesday.What Happened: In an interview with Yahoo Finance, Gerber expressed his view, stating, “I think he should buy the stock. I think he should use his money and buy Tesla for like $25 or $30 billion like the rest of us.” He found the idea of shareholders granting Musk $30 billion worth of stock confusing, emphasizing that, as the CEO, Musk’s “fiduciary duty” is to transform Tesla into an AI/robotics company—a task for which he has already been compensated $50 billion.Musk’s Stance: Musk mentioned on X on Monday that he feels “uncomfortable” steering Tesla toward becoming a leader in AI/robotics without possessing around 25% voting control. He indicated a preference for developing products outside of Tesla unless he attained this level of control.Gerber’s Perspective: Despite Musk’s desire for more influence, Gerber argued that additional control seems unnecessary, given that Musk is currently the sole influential figure at Tesla, with his friends and family occupying positions on the board of directors. Gerber stated, “Nobody has any influence over Tesla except Elon, and so, I don’t know what he is talking about. Tesla is the closest thing to a private company as a public company.”Musk’s Stake: As of now, Musk holds over 411 million shares in Tesla, constituting approximately a 13% stake.Price Action: According to data from Benzinga Pro, Tesla shares closed up 0.5% at $219.91 on Tuesday.","news_type":1},"isVote":1,"tweetType":1,"viewCount":56,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"EN","totalScore":0}],"hots":[{"id":9946617968,"gmtCreate":1680939610055,"gmtModify":1680939613581,"author":{"id":"4088135301967120","authorId":"4088135301967120","name":"King19","avatar":"https://static.laohu8.com/default-avatar.jpg","crmLevel":6,"crmLevelSwitch":0},"themes":[],"htmlText":"I am long on NIO","listText":"I am long on NIO","text":"I am long on NIO","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":4,"commentSize":3,"repostSize":0,"link":"https://ttm.financial/post/9946617968","repostId":"2325594227","repostType":2,"repost":{"id":"2325594227","pubTimestamp":1680933869,"share":"https://www.laohu8.com/m/news/2325594227?lang=&edition=full","pubTime":"2023-04-08 14:04","market":"us","language":"en","title":"Why Nio Stock Sank Over 14% This Week","url":"https://stock-news.laohu8.com/highlight/detail?id=2325594227","media":"Motley Fool","summary":"It's not just Tesla looking to grow EV sales in the large Chinese EV market.","content":"<html><head></head><body><h2>What happened</h2><p>Just when it looked like <a href=\"https://laohu8.com/S/NIO\">Nio</a> shares were on an upswing from multiyear lows, the stock of the Chinese electric-vehicle (EV) manufacturer took another plunge this week. Nio&#39;s American depositary shares sank by 14.3% in the shortened trading week, according to data provided by S&amp;P Global Market Intelligence.</p><p>Shares surged higher by nearly 30% in the final half of March. But it and other technology stocks were out of favor this week, with the <strong>Nasdaq Composite</strong> index leading markets down for the week with a decline of more than 1%. Nio faced some of its own headwinds, though, which helps explain its outsize move lower. </p><h2>So what</h2><p>Investors reacted with disappointment on Monday after Nio reported its March and first-quarter deliveries over the weekend. The company hit the low end of its estimate with quarterly shipments of 31,041 EVs. That was up more than 20% year over year, but down sequentially from the more than 40,000 vehicles delivered in the fourth quarter. </p><p>Perhaps more significant for investors, though, is what is on the horizon when it comes to Nio&#39;s larger competitors. </p><h2>Now what</h2><p>One immediate concern for Nio shareholders is the growth <strong>Tesla</strong> is experiencing in both China and Europe. The American automaker is gaining market share in China, and new data shows it is dominating in Norway, where Nio first entered the European market. </p><p class=\"t-img-caption\"><img src=\"https://static.tigerbbs.com/cfdd1d244e7488ed31fa4cff8471d964\" tg-width=\"700\" tg-height=\"393\"/></p><p>Image source: Nio.</p><p>The China Passenger Car Association (CPCA) just reported that Tesla sold 88,869 China-made EVs in March, nearly a 20% increase from February. The report also showed that China-based <strong>BYD</strong> sold more than 200,000 EVs and hybrid vehicles, nearly doubling its volume year over year. Warren Buffet has been a longtime owner of BYD shares, and its growth in the EV and battery sectors is starting to show the reasons why. </p><p>To add to the difficulty for Nio, more large automakers are now focusing on the Chinese EV market. <strong>Toyota</strong> plans to sell 1.5 million EVs globally by 2026, up from just the 24,000 it sold last year. It also plans to add two new EV models in China next year, according to a <em>Wall Street Journal</em> report. </p><p>Nio should get back on track to grow its production as supply chain issues and other headwinds abate. But while the Chinese and European EV markets are large and growing, established competitors are going to make it difficult -- if not impossible -- for Nio to dominate any of its markets. Those fears helped spark this week&#39;s sell-off in the stock. </p></body></html>","source":"fool_stock","collect":0,"html":"<!DOCTYPE html>\n<html>\n<head>\n<meta http-equiv=\"Content-Type\" content=\"text/html; charset=utf-8\" />\n<meta name=\"viewport\" content=\"width=device-width,initial-scale=1.0,minimum-scale=1.0,maximum-scale=1.0,user-scalable=no\"/>\n<meta name=\"format-detection\" content=\"telephone=no,email=no,address=no\" />\n<title>Why Nio Stock Sank Over 14% 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\">\nWhy Nio Stock Sank Over 14% This Week\n</h2>\n\n<h4 class=\"meta\">\n\n\n2023-04-08 14:04 GMT+8&nbsp;&nbsp;&nbsp;<a href=https://www.fool.com/investing/2023/04/07/why-nio-stock-sank-over-14-this-week/><strong>Motley Fool</strong></a>\n\n\n</h4>\n\n</header>\n<article>\n<div>\n<p>What happenedJust when it looked like Nio shares were on an upswing from multiyear lows, the stock of the Chinese electric-vehicle (EV) manufacturer took another plunge this week. Nio's American ...</p>\n\n<a href=\"https://www.fool.com/investing/2023/04/07/why-nio-stock-sank-over-14-this-week/\">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://www.fool.com/investing/2023/04/07/why-nio-stock-sank-over-14-this-week/","is_english":true,"share_image_url":"https://static.laohu8.com/e9f99090a1c2ed51c021029395664489","article_id":"2325594227","content_text":"What happenedJust when it looked like Nio shares were on an upswing from multiyear lows, the stock of the Chinese electric-vehicle (EV) manufacturer took another plunge this week. Nio's American depositary shares sank by 14.3% in the shortened trading week, according to data provided by S&P Global Market Intelligence.Shares surged higher by nearly 30% in the final half of March. But it and other technology stocks were out of favor this week, with the Nasdaq Composite index leading markets down for the week with a decline of more than 1%. Nio faced some of its own headwinds, though, which helps explain its outsize move lower. So whatInvestors reacted with disappointment on Monday after Nio reported its March and first-quarter deliveries over the weekend. The company hit the low end of its estimate with quarterly shipments of 31,041 EVs. That was up more than 20% year over year, but down sequentially from the more than 40,000 vehicles delivered in the fourth quarter. Perhaps more significant for investors, though, is what is on the horizon when it comes to Nio's larger competitors. Now whatOne immediate concern for Nio shareholders is the growth Tesla is experiencing in both China and Europe. The American automaker is gaining market share in China, and new data shows it is dominating in Norway, where Nio first entered the European market. Image source: Nio.The China Passenger Car Association (CPCA) just reported that Tesla sold 88,869 China-made EVs in March, nearly a 20% increase from February. The report also showed that China-based BYD sold more than 200,000 EVs and hybrid vehicles, nearly doubling its volume year over year. Warren Buffet has been a longtime owner of BYD shares, and its growth in the EV and battery sectors is starting to show the reasons why. To add to the difficulty for Nio, more large automakers are now focusing on the Chinese EV market. Toyota plans to sell 1.5 million EVs globally by 2026, up from just the 24,000 it sold last year. It also plans to add two new EV models in China next year, according to a Wall Street Journal report. Nio should get back on track to grow its production as supply chain issues and other headwinds abate. But while the Chinese and European EV markets are large and growing, established competitors are going to make it difficult -- if not impossible -- for Nio to dominate any of its markets. Those fears helped spark this week's sell-off in the stock.","news_type":1},"isVote":1,"tweetType":1,"viewCount":65,"authorTweetTopStatus":1,"verified":2,"comments":[{"author":{"id":"3582000918371829","authorId":"3582000918371829","name":"MicMic","avatar":"https://community-static.tradeup.com/news/1f07e661d13b954090bb400dfbbcdc50","crmLevel":2,"crmLevelSwitch":0},"content":"Me too [proud]","text":"Me too [proud]","html":"Me too [proud]"}],"imageCount":0,"langContent":"EN","totalScore":0},{"id":194754446676088,"gmtCreate":1688567396449,"gmtModify":1688567400270,"author":{"id":"4088135301967120","authorId":"4088135301967120","name":"King19","avatar":"https://static.laohu8.com/default-avatar.jpg","crmLevel":6,"crmLevelSwitch":0},"themes":[],"htmlText":"Still very early to start buying!","listText":"Still very early to start buying!","text":"Still very early to start buying!","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":3,"commentSize":2,"repostSize":0,"link":"https://ttm.financial/post/194754446676088","repostId":"2349966170","repostType":2,"repost":{"id":"2349966170","weMediaInfo":{"introduction":"Reuters.com brings you the latest news from around the world, covering breaking news in markets, business, politics, entertainment and technology","home_visible":1,"media_name":"Reuters","id":"1036604489","head_image":"https://static.tigerbbs.com/443ce19704621c837795676028cec868"},"pubTimestamp":1688565272,"share":"https://www.laohu8.com/m/news/2349966170?lang=&edition=full","pubTime":"2023-07-05 21:54","market":"us","language":"en","title":"Xpeng Sees Significant Deliveries Growth in H2 Due to New Model Launch","url":"https://stock-news.laohu8.com/highlight/detail?id=2349966170","media":"Reuters","summary":"SHANGHAI, July 5  - Chinese electric vehicle maker Xpeng Inc expects its deliveries to grow significantly in the second half of the year due to the launch of G6 sport utility vehicle, its president Brian Gu said on Wednesday.Monthly sales are expected to rise to 15,000 units in the third quarter and more than 20,000 units in the final quarter of the year, Gu said.Xpeng shares jumped more than 3% in morning trading.","content":"<html><head></head><body><p>SHANGHAI, July 5 (Reuters) - Chinese electric vehicle maker Xpeng Inc expects its deliveries to grow significantly in the second half of the year due to the launch of G6 sport utility vehicle, its president Brian Gu said on Wednesday.</p><p>Monthly sales are expected to rise to 15,000 units in the third quarter and more than 20,000 units in the final quarter of the year, Gu said.</p><p>Xpeng shares jumped more than 3% in morning trading.</p><p class=\"t-img-caption\"><img src=\"https://static.tigerbbs.com/b0e5693f22b0243b4cada4d945b9079b\" tg-width=\"824\" tg-height=\"619\"/></p><p></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>Xpeng Sees Significant Deliveries Growth in H2 Due to New Model Launch</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 Sees Significant Deliveries Growth in H2 Due to New Model Launch\n</h2>\n\n<h4 class=\"meta\">\n\n\n<a class=\"head\" href=\"https://laohu8.com/wemedia/1036604489\">\n\n\n<div class=\"h-thumb\" style=\"background-image:url(https://static.tigerbbs.com/443ce19704621c837795676028cec868);background-size:cover;\"></div>\n\n<div class=\"h-content\">\n<p class=\"h-name\">Reuters </p>\n<p class=\"h-time\">2023-07-05 21:54</p>\n</div>\n\n</a>\n\n\n</h4>\n\n</header>\n<article>\n<html><head></head><body><p>SHANGHAI, July 5 (Reuters) - Chinese electric vehicle maker Xpeng Inc expects its deliveries to grow significantly in the second half of the year due to the launch of G6 sport utility vehicle, its president Brian Gu said on Wednesday.</p><p>Monthly sales are expected to rise to 15,000 units in the third quarter and more than 20,000 units in the final quarter of the year, Gu said.</p><p>Xpeng shares jumped more than 3% in morning trading.</p><p class=\"t-img-caption\"><img src=\"https://static.tigerbbs.com/b0e5693f22b0243b4cada4d945b9079b\" tg-width=\"824\" tg-height=\"619\"/></p><p></p></body></html>\n\n</article>\n</div>\n</body>\n</html>\n","type":0,"thumbnail":"","relate_stocks":{"BK1119":"汽车制造商","BK1539":"汽车股","BK1587":"次新股","LU0593848301.USD":"未来资产亚洲卓越消费股票基金A","09868":"小鹏汽车-W","BK1575":"同股不同权","BK1588":"回港中概股","BK1610":"ETF&股票定投概念","XPEV":"小鹏汽车"},"source_url":"https://api.rkd.refinitiv.com/api/News/News.svc/REST/News_1/RetrieveStoryML_1","is_english":true,"share_image_url":"https://static.laohu8.com/e9f99090a1c2ed51c021029395664489","article_id":"2349966170","content_text":"SHANGHAI, July 5 (Reuters) - Chinese electric vehicle maker Xpeng Inc expects its deliveries to grow significantly in the second half of the year due to the launch of G6 sport utility vehicle, its president Brian Gu said on Wednesday.Monthly sales are expected to rise to 15,000 units in the third quarter and more than 20,000 units in the final quarter of the year, Gu said.Xpeng shares jumped more than 3% in morning trading.","news_type":1},"isVote":1,"tweetType":1,"viewCount":207,"authorTweetTopStatus":1,"verified":2,"comments":[{"author":{"id":"4088135301967120","authorId":"4088135301967120","name":"King19","avatar":"https://static.laohu8.com/default-avatar.jpg","crmLevel":6,"crmLevelSwitch":0},"content":"Wish i have all the $$ to keep buying 😅","text":"Wish i have all the $$ to keep buying 😅","html":"Wish i have all the $$ to keep buying 😅"}],"imageCount":0,"langContent":"EN","totalScore":0},{"id":203848083857568,"gmtCreate":1690804434292,"gmtModify":1690804438568,"author":{"id":"4088135301967120","authorId":"4088135301967120","name":"King19","avatar":"https://static.laohu8.com/default-avatar.jpg","crmLevel":6,"crmLevelSwitch":0},"themes":[],"htmlText":"XPeng and NIO to the moon!!! 🚀 Just getting started!","listText":"XPeng and NIO to the moon!!! 🚀 Just getting started!","text":"XPeng and NIO to the moon!!! 🚀 Just getting started!","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":8,"commentSize":0,"repostSize":0,"link":"https://ttm.financial/post/203848083857568","repostId":"2354686808","repostType":2,"repost":{"id":"2354686808","pubTimestamp":1690801971,"share":"https://www.laohu8.com/m/news/2354686808?lang=&edition=full","pubTime":"2023-07-31 19:12","market":"us","language":"en","title":"Morgan Stanley Raises Price Targets on Chinese EV Trio, Sees Potential Re-Rating Opportunities","url":"https://stock-news.laohu8.com/highlight/detail?id=2354686808","media":"CnEVPost","summary":"Morgan Stanley raised its price target on Nio to $18.7, on Xpeng to $25.4, and on Li Auto to $53, all keeping their ratings at Overweight.\n...","content":"<html><head></head><body><blockquote>Morgan Stanley raised its price target on Nio to $18.7, on Xpeng to $25.4, and on Li Auto to $53, all keeping their ratings at Overweight.</blockquote><p class=\"t-img-caption\"><img src=\"https://static.tigerbbs.com/2b2df24762033d98747f6bd53f3a7dd7\" tg-width=\"1500\" tg-height=\"751\"/></p><p>Morgan Stanley raised its price targets on China&#39;s electric vehicle (EV) trio -- Nio (NYSE: NIO), Xpeng (NYSE: XPEV), and Li Auto (NASDAQ: LI) -- as a lackluster first half passes and investor sentiment improves recently.</p><p>&#34;The lackluster 1H23 is now behind us, and we are starting to see an inflection point of meaningful operational improvement and potential re-rating opportunities, backed by volume upturn, policy tailwinds, autonomous driving and technology monetization,&#34; Morgan Stanley analyst Tim Hsiao&#39;s team said in a research note sent to investors yesterday.</p><p>The team raised its price targets on the EV trio and maintained its Overweight ratings on them, saying that proven volume growth driven by the new model cycle will push up shares of the EV trio.</p><p>As background, Nio released several new models based on the new NT 2.0 platform in the first half of the year and has completed the switchover to almost all models based on the older NT 1.0 platform, except for the only remaining EC6 coupe SUV.</p><p>Xpeng launched the P7i, a facelifted version of its flagship sedan P7, on March 10, with deliveries starting on March 26. It launched the new SUV G6 on June 29, with deliveries starting on July 10. The company will also launch an MPV called X9 during the year.</p><p>Model switching has been one of the major factors behind the weak sales of both Nio and Xpeng over the past year, and with that work largely complete, both companies have shown signs of improvement in deliveries.</p><p>Li Auto has not been plagued by model switching this year and has continued to see strong delivery growth since the start of the year, delivering 32,575 vehicles in June, the first time it has passed the 30,000 mark.</p><p class=\"t-img-caption\"><img src=\"https://static.tigerbbs.com/6a7af46138e0c2a414462baaf6fc9a1d\" tg-width=\"1500\" tg-height=\"751\"/></p><p>&#34;1H23 is now in the rear-view mirror, and we are seeing green shoots of operational resurgence with steady production ramp-ups starting from July,&#34; Hsiao&#39;s team wrote in their research note.</p><p>Despite believing that sales are expected to improve sequentially, the team lowered their 2023 sales expectations for Nio and Xpeng to reflect tepid sell-through during the model transition in the second half of the year. At the same time, the team raised their Li Auto delivery forecast due to stronger-than-expected model growth.</p><p>Specifically, the team lowered their 2023 sales forecast for the Nio to 175,000 units, down 24 percent from the previous 230,000 units.</p><p>Their volume forecast for Xpeng in 2023 was lowered by 15 percent to 132,000 units from 155,000 units previously, and their volume forecast for Li Auto was raised by 17 percent to 350,000 units from 300,000 units previously.</p><p>In the first half of the year, Nio, Xpeng, and Li Auto delivered 54,561, 41,435, and 139,117 vehicles, respectively, according to their previously announced figures monitored by CnEVPost.</p><p class=\"t-img-caption\"><img src=\"https://static.tigerbbs.com/38f450d1f7ad4f1e8f9ffeda7c345b3e\" tg-width=\"1500\" tg-height=\"752\"/></p><p>Hsiao&#39;s team believes that the guidance issued by the National Development and Reform Commission (NDRC) on July 21 to promote auto consumption lays a favorable foundation for EV companies in the second half of the year, despite the weak macro environment.</p><p>At the same time, the team believes that the scalability of autonomous driving remains underrated.</p><p>Despite making solid progress in L2+ autonomous driving development, China&#39;s major EV startups do not yet appear to have enjoyed a valuation premium during the sector downturn.</p><p>As China commits to deploying L3 vehicle automation, startups should accelerate the rollout of city navigation-assisted driving features on a wider scale, the team said, adding that they expect consumer adoption of autonomous driving features to grow significantly over the next 12-18 months.</p><p>&#34;With this change, we would encourage investors to reconsider the value of EV startups&#39; software/algorithm, which looks set to effect a reshuffle of the auto industry and act as the next key catalyst that further drives a re-rating of the EV trio&#39;s shares,&#34; the team wrote.</p><p>Additionally, the team is bullish on the opportunity to cash in on new technology after Volkswagen&#39;s recent deal with Xpeng.</p><p>Following Xpeng&#39;s announcement of its strategic partnership with Volkswagen, investors began to ask whether there were additional monetization opportunities in China and overseas for the EV trio, given their industry-leading position in affordable EV platforms and technologies, compared to traditional OEMs around the world, the team said.</p><p>For automakers, this is a key step in moving beyond traditional business models and generating new revenue streams primarily from software, services, which are highly profitable and recurring, the team noted.</p><p>Despite year-to-date gains of 35 percent-96 percent, Nio and Xpeng are still 70 percent-80 below their late 2020-early 2021 peaks, the team said.</p><p>&#34;We think the EV trio&#39;s valuations have yet to fully capture the idiosyncratic volume upturn from 2H23e, of which the 68-190% YoY growth we expect should outshine that of peers,&#34; the team wrote.</p><p>Morgan Stanley raised its price target on Nio by about 56 percent to $18.7 from $12 previously. Considering that the company closed at $13.24 yesterday, the price target implies a 41 percent upside.</p><p>The team raised its price target on Xpeng by 103 percent to $25.4 from $12.5. Xpeng closed at $20.22 yesterday on the US stock market, and the target implies an upside of 26 percent.</p><p>Morgan Stanley raised its price target on Li Auto by about 33 percent to $53 from $40. Li Auto closed yesterday at $38.99, and the target implies a 36 percent upside.</p></body></html>","source":"cnevpost_highlight","collect":0,"html":"<!DOCTYPE html>\n<html>\n<head>\n<meta http-equiv=\"Content-Type\" content=\"text/html; charset=utf-8\" />\n<meta name=\"viewport\" content=\"width=device-width,initial-scale=1.0,minimum-scale=1.0,maximum-scale=1.0,user-scalable=no\"/>\n<meta name=\"format-detection\" content=\"telephone=no,email=no,address=no\" />\n<title>Morgan Stanley Raises Price Targets on Chinese EV Trio, Sees Potential Re-Rating Opportunities</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\">\nMorgan Stanley Raises Price Targets on Chinese EV Trio, Sees Potential Re-Rating Opportunities\n</h2>\n\n<h4 class=\"meta\">\n\n\n2023-07-31 19:12 GMT+8&nbsp;&nbsp;&nbsp;<a href=https://cnevpost.com/2023/07/28/morgan-stanley-raises-nio-xpeng-li-auto-price-targets/><strong>CnEVPost</strong></a>\n\n\n</h4>\n\n</header>\n<article>\n<div>\n<p>Morgan Stanley raised its price target on Nio to $18.7, on Xpeng to $25.4, and on Li Auto to $53, all keeping their ratings at Overweight.Morgan Stanley raised its price targets on China's electric ...</p>\n\n<a href=\"https://cnevpost.com/2023/07/28/morgan-stanley-raises-nio-xpeng-li-auto-price-targets/\">Web Link</a>\n\n</div>\n\n\n</article>\n</div>\n</body>\n</html>\n","type":0,"thumbnail":"","relate_stocks":{"09868":"小鹏汽车-W","NIO.SI":"蔚来","LI":"理想汽车","XPEV":"小鹏汽车","NIO":"蔚来","09866":"蔚来-SW"},"source_url":"https://cnevpost.com/2023/07/28/morgan-stanley-raises-nio-xpeng-li-auto-price-targets/","is_english":true,"share_image_url":"https://static.laohu8.com/e9f99090a1c2ed51c021029395664489","article_id":"2354686808","content_text":"Morgan Stanley raised its price target on Nio to $18.7, on Xpeng to $25.4, and on Li Auto to $53, all keeping their ratings at Overweight.Morgan Stanley raised its price targets on China's electric vehicle (EV) trio -- Nio (NYSE: NIO), Xpeng (NYSE: XPEV), and Li Auto (NASDAQ: LI) -- as a lackluster first half passes and investor sentiment improves recently.\"The lackluster 1H23 is now behind us, and we are starting to see an inflection point of meaningful operational improvement and potential re-rating opportunities, backed by volume upturn, policy tailwinds, autonomous driving and technology monetization,\" Morgan Stanley analyst Tim Hsiao's team said in a research note sent to investors yesterday.The team raised its price targets on the EV trio and maintained its Overweight ratings on them, saying that proven volume growth driven by the new model cycle will push up shares of the EV trio.As background, Nio released several new models based on the new NT 2.0 platform in the first half of the year and has completed the switchover to almost all models based on the older NT 1.0 platform, except for the only remaining EC6 coupe SUV.Xpeng launched the P7i, a facelifted version of its flagship sedan P7, on March 10, with deliveries starting on March 26. It launched the new SUV G6 on June 29, with deliveries starting on July 10. The company will also launch an MPV called X9 during the year.Model switching has been one of the major factors behind the weak sales of both Nio and Xpeng over the past year, and with that work largely complete, both companies have shown signs of improvement in deliveries.Li Auto has not been plagued by model switching this year and has continued to see strong delivery growth since the start of the year, delivering 32,575 vehicles in June, the first time it has passed the 30,000 mark.\"1H23 is now in the rear-view mirror, and we are seeing green shoots of operational resurgence with steady production ramp-ups starting from July,\" Hsiao's team wrote in their research note.Despite believing that sales are expected to improve sequentially, the team lowered their 2023 sales expectations for Nio and Xpeng to reflect tepid sell-through during the model transition in the second half of the year. At the same time, the team raised their Li Auto delivery forecast due to stronger-than-expected model growth.Specifically, the team lowered their 2023 sales forecast for the Nio to 175,000 units, down 24 percent from the previous 230,000 units.Their volume forecast for Xpeng in 2023 was lowered by 15 percent to 132,000 units from 155,000 units previously, and their volume forecast for Li Auto was raised by 17 percent to 350,000 units from 300,000 units previously.In the first half of the year, Nio, Xpeng, and Li Auto delivered 54,561, 41,435, and 139,117 vehicles, respectively, according to their previously announced figures monitored by CnEVPost.Hsiao's team believes that the guidance issued by the National Development and Reform Commission (NDRC) on July 21 to promote auto consumption lays a favorable foundation for EV companies in the second half of the year, despite the weak macro environment.At the same time, the team believes that the scalability of autonomous driving remains underrated.Despite making solid progress in L2+ autonomous driving development, China's major EV startups do not yet appear to have enjoyed a valuation premium during the sector downturn.As China commits to deploying L3 vehicle automation, startups should accelerate the rollout of city navigation-assisted driving features on a wider scale, the team said, adding that they expect consumer adoption of autonomous driving features to grow significantly over the next 12-18 months.\"With this change, we would encourage investors to reconsider the value of EV startups' software/algorithm, which looks set to effect a reshuffle of the auto industry and act as the next key catalyst that further drives a re-rating of the EV trio's shares,\" the team wrote.Additionally, the team is bullish on the opportunity to cash in on new technology after Volkswagen's recent deal with Xpeng.Following Xpeng's announcement of its strategic partnership with Volkswagen, investors began to ask whether there were additional monetization opportunities in China and overseas for the EV trio, given their industry-leading position in affordable EV platforms and technologies, compared to traditional OEMs around the world, the team said.For automakers, this is a key step in moving beyond traditional business models and generating new revenue streams primarily from software, services, which are highly profitable and recurring, the team noted.Despite year-to-date gains of 35 percent-96 percent, Nio and Xpeng are still 70 percent-80 below their late 2020-early 2021 peaks, the team said.\"We think the EV trio's valuations have yet to fully capture the idiosyncratic volume upturn from 2H23e, of which the 68-190% YoY growth we expect should outshine that of peers,\" the team wrote.Morgan Stanley raised its price target on Nio by about 56 percent to $18.7 from $12 previously. Considering that the company closed at $13.24 yesterday, the price target implies a 41 percent upside.The team raised its price target on Xpeng by 103 percent to $25.4 from $12.5. Xpeng closed at $20.22 yesterday on the US stock market, and the target implies an upside of 26 percent.Morgan Stanley raised its price target on Li Auto by about 33 percent to $53 from $40. Li Auto closed yesterday at $38.99, and the target implies a 36 percent upside.","news_type":1},"isVote":1,"tweetType":1,"viewCount":47,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"EN","totalScore":0},{"id":215235737792528,"gmtCreate":1693578610392,"gmtModify":1693578615742,"author":{"id":"4088135301967120","authorId":"4088135301967120","name":"King19","avatar":"https://static.laohu8.com/default-avatar.jpg","crmLevel":6,"crmLevelSwitch":0},"themes":[],"htmlText":"Buy before it's off to the moon 🚀&nbsp;","listText":"Buy before it's off to the moon 🚀&nbsp;","text":"Buy before it's off to the moon 🚀","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":5,"commentSize":0,"repostSize":0,"link":"https://ttm.financial/post/215235737792528","repostId":"1154623256","repostType":2,"repost":{"id":"1154623256","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":1693577984,"share":"https://www.laohu8.com/m/news/1154623256?lang=&edition=full","pubTime":"2023-09-01 22:19","market":"us","language":"en","title":"Hot Chinese ADRs Took off in Morning Trading, With Nio Jumping over 10%","url":"https://stock-news.laohu8.com/highlight/detail?id=1154623256","media":"Tiger Newspress","summary":"Hot Chinese ADRs took off in morning trading.XPeng, Nio Jumped nearly 10%; iQiyi rose over 7%; Bilibili rose more than 5%; Tencent Music, JD,com rose 4%; Baidu,, Alibaba, Pinduoduo rose over 3%.","content":"<html><head></head><body><p>Hot Chinese ADRs took off in morning trading.</p><p>NIO surged over 10%; XPeng jumped over 9%; iQiyi rose over 7%; Bilibili rose more than 5%; Baidu, JD.com rose 4%; Baidu, Alibaba, Pinduoduo rose over 3%.</p><p class=\"t-img-caption\"><img src=\"https://static.tigerbbs.com/aff68a43c9942c20cb4b1f73fcf018dd\" tg-width=\"438\" tg-height=\"773\"/></p><p></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>Hot Chinese ADRs Took off in Morning Trading, With Nio Jumping over 10%</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\">\nHot Chinese ADRs Took off in Morning Trading, With Nio Jumping over 10%\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\">2023-09-01 22:19</p>\n</div>\n\n</a>\n\n\n</h4>\n\n</header>\n<article>\n<html><head></head><body><p>Hot Chinese ADRs took off in morning trading.</p><p>NIO surged over 10%; XPeng jumped over 9%; iQiyi rose over 7%; Bilibili rose more than 5%; Baidu, JD.com rose 4%; Baidu, Alibaba, Pinduoduo rose over 3%.</p><p class=\"t-img-caption\"><img src=\"https://static.tigerbbs.com/aff68a43c9942c20cb4b1f73fcf018dd\" tg-width=\"438\" tg-height=\"773\"/></p><p></p></body></html>\n\n</article>\n</div>\n</body>\n</html>\n","type":0,"thumbnail":"","relate_stocks":{"PDD":"拼多多","BABA":"阿里巴巴","NIO":"蔚来","IQ":"爱奇艺","XPEV":"小鹏汽车","BIDU":"百度","LI":"理想汽车"},"source_url":"","is_english":true,"share_image_url":"https://static.laohu8.com/e9f99090a1c2ed51c021029395664489","article_id":"1154623256","content_text":"Hot Chinese ADRs took off in morning trading.NIO surged over 10%; XPeng jumped over 9%; iQiyi rose over 7%; Bilibili rose more than 5%; Baidu, JD.com rose 4%; Baidu, Alibaba, Pinduoduo rose over 3%.","news_type":1},"isVote":1,"tweetType":1,"viewCount":61,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"EN","totalScore":0},{"id":206602277126344,"gmtCreate":1691471847207,"gmtModify":1691471851736,"author":{"id":"4088135301967120","authorId":"4088135301967120","name":"King19","avatar":"https://static.laohu8.com/default-avatar.jpg","crmLevel":6,"crmLevelSwitch":0},"themes":[],"htmlText":"I am long on NIO n Xpeng!!","listText":"I am long on NIO n Xpeng!!","text":"I am long on NIO n Xpeng!!","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":5,"commentSize":0,"repostSize":0,"link":"https://ttm.financial/post/206602277126344","repostId":"2357523411","repostType":2,"repost":{"id":"2357523411","pubTimestamp":1691460312,"share":"https://www.laohu8.com/m/news/2357523411?lang=&edition=full","pubTime":"2023-08-08 10:05","market":"us","language":"en","title":"This Is Why Citi Expects EV Maker Nio Stock to Continue Moving Higher","url":"https://stock-news.laohu8.com/highlight/detail?id=2357523411","media":"StreetInsider","summary":"Citi analyst Jeff Chung reiterated a Buy rating on Nio (NYSE: NIO) stock and hiked the price target to $19.20 per share from the prior $13.90.The new price target implies an upside potential of about ","content":"<html><head></head><body><p class=\"t-img-caption\"><img src=\"https://static.tigerbbs.com/557342f78184c935df6de21f6861d8eb\" tg-width=\"200\" tg-height=\"125\"/></p><p>Citi analyst Jeff Chung reiterated a Buy rating on <a href=\"https://laohu8.com/S/NIO\">Nio</a> stock and hiked the price target to $19.20 per share from the prior $13.90.</p><p>The new price target implies an upside potential of about 30%. Chung believes Nio’s short-term momentum could sustain into September for 4 following reasons:</p><ol><li><p>“Our industry checks suggest NIO’s order intake remained strong this week with WoW order intake tracking at stable, vs other OEMs seeing a WoW decline;</p></li><li><p>The company is due to launch EC6 in Aug-23;</p></li><li><p>Sep/Oct-23 high season is ahead which is likely to drive solid seasonal QoQ improvement into 4Q23E at sector level; and</p></li><li><p>We expect NIO’s monthly run-rate to further accelerate to 25-30k in 4Q23E.”</p></li></ol><p>Another positive that could help Nio stock to re-rate higher is the potential cooperation with German luxury brands on battery swap facility.</p><p>“NIO has a competitive advantage in this area,” Chung wrote in a note.</p><p>“We remove the High Risk rating as the stock now has a long trading history, with full-year sales volume potentially exceeding 200k units this year. We believe the company’s corporate governance and long-term growth visibility have also improved.”</p><p>Nio stock leaped 0.69% higher on Monday. Shares are up 52% year-to-date.</p><p></p></body></html>","source":"highlight_streetinsider","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>This Is Why Citi Expects EV Maker Nio Stock to Continue Moving Higher</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\">\nThis Is Why Citi Expects EV Maker Nio Stock to Continue Moving Higher\n</h2>\n\n<h4 class=\"meta\">\n\n\n2023-08-08 10:05 GMT+8&nbsp;&nbsp;&nbsp;<a href=https://www.streetinsider.com/dr/news.php?id=22004546><strong>StreetInsider</strong></a>\n\n\n</h4>\n\n</header>\n<article>\n<div>\n<p>Citi analyst Jeff Chung reiterated a Buy rating on Nio stock and hiked the price target to $19.20 per share from the prior $13.90.The new price target implies an upside potential of about 30%. Chung ...</p>\n\n<a href=\"https://www.streetinsider.com/dr/news.php?id=22004546\">Web Link</a>\n\n</div>\n\n\n</article>\n</div>\n</body>\n</html>\n","type":0,"thumbnail":"","relate_stocks":{"NIO":"蔚来","09866":"蔚来-SW","NIO.SI":"蔚来","C":"花旗"},"source_url":"https://www.streetinsider.com/dr/news.php?id=22004546","is_english":true,"share_image_url":"https://static.laohu8.com/e9f99090a1c2ed51c021029395664489","article_id":"2357523411","content_text":"Citi analyst Jeff Chung reiterated a Buy rating on Nio stock and hiked the price target to $19.20 per share from the prior $13.90.The new price target implies an upside potential of about 30%. Chung believes Nio’s short-term momentum could sustain into September for 4 following reasons:“Our industry checks suggest NIO’s order intake remained strong this week with WoW order intake tracking at stable, vs other OEMs seeing a WoW decline;The company is due to launch EC6 in Aug-23;Sep/Oct-23 high season is ahead which is likely to drive solid seasonal QoQ improvement into 4Q23E at sector level; andWe expect NIO’s monthly run-rate to further accelerate to 25-30k in 4Q23E.”Another positive that could help Nio stock to re-rate higher is the potential cooperation with German luxury brands on battery swap facility.“NIO has a competitive advantage in this area,” Chung wrote in a note.“We remove the High Risk rating as the stock now has a long trading history, with full-year sales volume potentially exceeding 200k units this year. We believe the company’s corporate governance and long-term growth visibility have also improved.”Nio stock leaped 0.69% higher on Monday. Shares are up 52% year-to-date.","news_type":1},"isVote":1,"tweetType":1,"viewCount":139,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"EN","totalScore":0},{"id":277077272461352,"gmtCreate":1708671816447,"gmtModify":1708671820482,"author":{"id":"4088135301967120","authorId":"4088135301967120","name":"King19","avatar":"https://static.laohu8.com/default-avatar.jpg","crmLevel":6,"crmLevelSwitch":0},"themes":[],"htmlText":"lock in the profit!! 👏🏻&nbsp;","listText":"lock in the profit!! 👏🏻&nbsp;","text":"lock in the profit!! 👏🏻","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":2,"commentSize":0,"repostSize":0,"link":"https://ttm.financial/post/277077272461352","repostId":"1121938846","repostType":2,"repost":{"id":"1121938846","weMediaInfo":{"introduction":"Stock Market Quotes, Business News, Financial News, Trading Ideas, and Stock Research by Professionals","home_visible":0,"media_name":"Benzinga","id":"1052270027","head_image":"https://static.tigerbbs.com/d08bf7808052c0ca9deb4e944cae32aa"},"pubTimestamp":1708669800,"share":"https://www.laohu8.com/m/news/1121938846?lang=&edition=full","pubTime":"2024-02-23 14:30","market":"us","language":"en","title":"Cathie Wood's Ark Offloads Nvidia Stock Worth $4M Despite Post-Earnings Rally","url":"https://stock-news.laohu8.com/highlight/detail?id=1121938846","media":"Benzinga","summary":"Cathie Wood-led Ark Invest offloaded nearly $4 million worth of Nvidia Corp shares on Thursday, despite the stock’s ongoing rally fueled by robust fourth-quarter earnings and optimistic analyst foreca","content":"<html><head></head><body><p><strong>Cathie Wood</strong>-led <strong>Ark Invest</strong> offloaded nearly $4 million worth of <strong>Nvidia Corp </strong>shares on Thursday, despite the stock’s ongoing rally fueled by robust fourth-quarter earnings and optimistic analyst forecasts.</p><p style=\"text-align: start;\"><strong>The NVIDIA Trade</strong></p><p style=\"text-align: start;\">The firm sold 5,067 Nvidia shares through <strong>ARK Next Generation Internet ETF (ARKW)</strong>. The transaction was valued at $3.98 million. Nvidia shares rallied 16.4% in the regular session to $785.38 on Thursday. The shares gained another 1.7% in the after-hours trading.</p><p style=\"text-align: start;\">Nvidia shares have shot up 58.6% so far this year — the gains are even more impressive over 12 months at 231.9%.</p><p style=\"text-align: start;\">Ark Invest’s decision to sell Nvidia shares captures attention, especially considering the company’s recent financial achievements and the bullish outlook provided by several analysts. Nvidia in the fourth quarter surpassed revenue expectations and provided strong guidance for the first quarter, signaling continued growth in the AI sector.</p><p style=\"text-align: start;\">Further analysis by seven analysts echoed this sentiment, highlighting Nvidia’s sustained momentum in AI technologies.</p><p><strong>Other Key Trades:</strong></p><ul style=\"list-style-type: disc;\"><li><p><strong>Roku Inc</strong>: Ark Invest bolstered its stake in ROKU, acquiring 239,868 shares for multiple ETFs.</p></li><li><p><strong>Coinbase Global Inc</strong>: In a strategic move, Ark Invest trimmed its holdings by selling 2,828 shares, reflecting a cautious approach amidst the volatile cryptocurrency market landscape.</p></li><li><p><strong>Robinhood Markets Inc</strong>: Ark divested 37,312 shares, signaling a reassessment of its investment in the fintech space, possibly due to evolving market conditions or company-specific factors.</p></li><li><p><strong>Teladoc Inc</strong>: Ark significantly reduced its exposure by selling shares from multiple ETFs.</p></li></ul></body></html>","collect":0,"html":"<!DOCTYPE html>\n<html>\n<head>\n<meta http-equiv=\"Content-Type\" content=\"text/html; charset=utf-8\" />\n<meta name=\"viewport\" content=\"width=device-width,initial-scale=1.0,minimum-scale=1.0,maximum-scale=1.0,user-scalable=no\"/>\n<meta name=\"format-detection\" content=\"telephone=no,email=no,address=no\" />\n<title>Cathie Wood's Ark Offloads Nvidia Stock Worth $4M Despite Post-Earnings Rally</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\">\nCathie Wood's Ark Offloads Nvidia Stock Worth $4M Despite Post-Earnings Rally\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/d08bf7808052c0ca9deb4e944cae32aa);background-size:cover;\"></div>\n\n<div class=\"h-content\">\n<p class=\"h-name\">Benzinga </p>\n<p class=\"h-time\">2024-02-23 14:30</p>\n</div>\n\n</div>\n\n\n</h4>\n\n</header>\n<article>\n<html><head></head><body><p><strong>Cathie Wood</strong>-led <strong>Ark Invest</strong> offloaded nearly $4 million worth of <strong>Nvidia Corp </strong>shares on Thursday, despite the stock’s ongoing rally fueled by robust fourth-quarter earnings and optimistic analyst forecasts.</p><p style=\"text-align: start;\"><strong>The NVIDIA Trade</strong></p><p style=\"text-align: start;\">The firm sold 5,067 Nvidia shares through <strong>ARK Next Generation Internet ETF (ARKW)</strong>. The transaction was valued at $3.98 million. Nvidia shares rallied 16.4% in the regular session to $785.38 on Thursday. The shares gained another 1.7% in the after-hours trading.</p><p style=\"text-align: start;\">Nvidia shares have shot up 58.6% so far this year — the gains are even more impressive over 12 months at 231.9%.</p><p style=\"text-align: start;\">Ark Invest’s decision to sell Nvidia shares captures attention, especially considering the company’s recent financial achievements and the bullish outlook provided by several analysts. Nvidia in the fourth quarter surpassed revenue expectations and provided strong guidance for the first quarter, signaling continued growth in the AI sector.</p><p style=\"text-align: start;\">Further analysis by seven analysts echoed this sentiment, highlighting Nvidia’s sustained momentum in AI technologies.</p><p><strong>Other Key Trades:</strong></p><ul style=\"list-style-type: disc;\"><li><p><strong>Roku Inc</strong>: Ark Invest bolstered its stake in ROKU, acquiring 239,868 shares for multiple ETFs.</p></li><li><p><strong>Coinbase Global Inc</strong>: In a strategic move, Ark Invest trimmed its holdings by selling 2,828 shares, reflecting a cautious approach amidst the volatile cryptocurrency market landscape.</p></li><li><p><strong>Robinhood Markets Inc</strong>: Ark divested 37,312 shares, signaling a reassessment of its investment in the fintech space, possibly due to evolving market conditions or company-specific factors.</p></li><li><p><strong>Teladoc Inc</strong>: Ark significantly reduced its exposure by selling shares from multiple ETFs.</p></li></ul></body></html>\n\n</article>\n</div>\n</body>\n</html>\n","type":0,"thumbnail":"","relate_stocks":{"NVDA":"英伟达","ROKU":"Roku Inc","ARKW":"ARK Next Generation Internation ETF","TDOC":"Teladoc Health Inc.","HOOD":"Robinhood","COIN":"Coinbase Global, Inc."},"source_url":"","is_english":true,"share_image_url":"https://static.laohu8.com/e9f99090a1c2ed51c021029395664489","article_id":"1121938846","content_text":"Cathie Wood-led Ark Invest offloaded nearly $4 million worth of Nvidia Corp shares on Thursday, despite the stock’s ongoing rally fueled by robust fourth-quarter earnings and optimistic analyst forecasts.The NVIDIA TradeThe firm sold 5,067 Nvidia shares through ARK Next Generation Internet ETF (ARKW). The transaction was valued at $3.98 million. Nvidia shares rallied 16.4% in the regular session to $785.38 on Thursday. The shares gained another 1.7% in the after-hours trading.Nvidia shares have shot up 58.6% so far this year — the gains are even more impressive over 12 months at 231.9%.Ark Invest’s decision to sell Nvidia shares captures attention, especially considering the company’s recent financial achievements and the bullish outlook provided by several analysts. Nvidia in the fourth quarter surpassed revenue expectations and provided strong guidance for the first quarter, signaling continued growth in the AI sector.Further analysis by seven analysts echoed this sentiment, highlighting Nvidia’s sustained momentum in AI technologies.Other Key Trades:Roku Inc: Ark Invest bolstered its stake in ROKU, acquiring 239,868 shares for multiple ETFs.Coinbase Global Inc: In a strategic move, Ark Invest trimmed its holdings by selling 2,828 shares, reflecting a cautious approach amidst the volatile cryptocurrency market landscape.Robinhood Markets Inc: Ark divested 37,312 shares, signaling a reassessment of its investment in the fintech space, possibly due to evolving market conditions or company-specific factors.Teladoc Inc: Ark significantly reduced its exposure by selling shares from multiple ETFs.","news_type":1},"isVote":1,"tweetType":1,"viewCount":130,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"EN","totalScore":0},{"id":237413071900784,"gmtCreate":1698997892288,"gmtModify":1698997896313,"author":{"id":"4088135301967120","authorId":"4088135301967120","name":"King19","avatar":"https://static.laohu8.com/default-avatar.jpg","crmLevel":6,"crmLevelSwitch":0},"themes":[],"htmlText":"Everyone would say they sell the best durians&nbsp;to justify their absurd selling price...&nbsp;","listText":"Everyone would say they sell the best durians&nbsp;to justify their absurd selling price...&nbsp;","text":"Everyone would say they sell the best durians to justify their absurd selling price...","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":2,"commentSize":0,"repostSize":0,"link":"https://ttm.financial/post/237413071900784","repostId":"2380395295","repostType":2,"repost":{"id":"2380395295","pubTimestamp":1698991442,"share":"https://www.laohu8.com/m/news/2380395295?lang=&edition=full","pubTime":"2023-11-03 14:04","market":"us","language":"en","title":"Elon Musk Thinks Tesla Can Reach $4 Trillion Valuation","url":"https://stock-news.laohu8.com/highlight/detail?id=2380395295","media":"Electrek","summary":"Elon Musk believes that Tesla (TSLA) can reach a $4 trillion valuation if they “knock the ball out of the park” a few times.","content":"<html><head></head><body><p>Elon Musk believes that Tesla (TSLA) can reach a $4 trillion valuation if they “knock the ball out of the park” a few times.</p><p>The CEO has often commented on the potential market capitalization of Tesla.</p><p>Most famously, he said that Tesla could be worth more than Apple and Saudi Aramco combined back in October 2022.</p><p>However, Tesla’s stock is down 4% since Musk made that comment last year. The NASDAQ is up 20% over the same period:</p><p class=\"t-img-caption\"><img src=\"https://static.tigerbbs.com/3895f440e559e4f3ff94394efd732cef\" tg-width=\"1024\" tg-height=\"472\"/></p><p>Lately, the stock has been frustrating Tesla investors with a 17% drop over just the last month.</p><p>Recently, Ron Baron, hedge fund manager and long-time Tesla investor, went on MarketWatch to reiterate his vision that Tesla would become a $4 trillion company.</p><p>He believes that Tesla will achieve that by becoming a battery company:</p><blockquote><p>“In the case of Tesla, we are convinced that people cannot do what they’re doing and that, ultimately, it’s not just going to be a car company and it’s not just going to be a battery company. All the other car companies, which 50 years ago, elected to become much more profitable and outsource supplies and compute to other people. We’re going to be like Intel was inside of computers. This is going to be Tesla inside of cars. All the cars are going to be using Tesla autonomous driving. No one else can possibly compete.”</p></blockquote><p>Musk commented on the idea that Tesla could become a $4 trillion company – agreeing, but adding that it would need to “knock the ball out of the park several times”:</p><blockquote><p>“We do need to knock the ball out of the park several times to achieve that value, but I think we can.”</p></blockquote><p>Tesla is currently valued at over $600 million.</p><h2 id=\"id_245739695\">Electrek’s Take</h2><p>$4 trillion sounds ridiculous, and it very well might be, but most people said the same thing about Tesla being worth $100 billion, and it is worth $600 billion today.</p><p>As for knocking it out of the park, Tesla has certainly done it with the Model Y. The vehicle is as big of a success as it gets.</p><p>I assume that Musk means that Tesla will have to do that again with the next-generation vehicles and Full Self-Driving.</p><p>Those are big ifs.</p></body></html>","source":"electrek_highlight","collect":0,"html":"<!DOCTYPE html>\n<html>\n<head>\n<meta http-equiv=\"Content-Type\" content=\"text/html; charset=utf-8\" />\n<meta name=\"viewport\" content=\"width=device-width,initial-scale=1.0,minimum-scale=1.0,maximum-scale=1.0,user-scalable=no\"/>\n<meta name=\"format-detection\" content=\"telephone=no,email=no,address=no\" />\n<title>Elon Musk Thinks Tesla Can Reach $4 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\">\nElon Musk Thinks Tesla Can Reach $4 Trillion Valuation\n</h2>\n\n<h4 class=\"meta\">\n\n\n2023-11-03 14:04 GMT+8&nbsp;&nbsp;&nbsp;<a href=https://electrek.co/2023/11/02/elon-musk-thinks-tesla-tsla-4-trillion-valuation/><strong>Electrek</strong></a>\n\n\n</h4>\n\n</header>\n<article>\n<div>\n<p>Elon Musk believes that Tesla (TSLA) can reach a $4 trillion valuation if they “knock the ball out of the park” a few times.The CEO has often commented on the potential market capitalization of Tesla....</p>\n\n<a href=\"https://electrek.co/2023/11/02/elon-musk-thinks-tesla-tsla-4-trillion-valuation/\">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","TSLL":"Direxion Daily TSLA Bull 2X Shares"},"source_url":"https://electrek.co/2023/11/02/elon-musk-thinks-tesla-tsla-4-trillion-valuation/","is_english":true,"share_image_url":"https://static.laohu8.com/e9f99090a1c2ed51c021029395664489","article_id":"2380395295","content_text":"Elon Musk believes that Tesla (TSLA) can reach a $4 trillion valuation if they “knock the ball out of the park” a few times.The CEO has often commented on the potential market capitalization of Tesla.Most famously, he said that Tesla could be worth more than Apple and Saudi Aramco combined back in October 2022.However, Tesla’s stock is down 4% since Musk made that comment last year. The NASDAQ is up 20% over the same period:Lately, the stock has been frustrating Tesla investors with a 17% drop over just the last month.Recently, Ron Baron, hedge fund manager and long-time Tesla investor, went on MarketWatch to reiterate his vision that Tesla would become a $4 trillion company.He believes that Tesla will achieve that by becoming a battery company:“In the case of Tesla, we are convinced that people cannot do what they’re doing and that, ultimately, it’s not just going to be a car company and it’s not just going to be a battery company. All the other car companies, which 50 years ago, elected to become much more profitable and outsource supplies and compute to other people. We’re going to be like Intel was inside of computers. This is going to be Tesla inside of cars. All the cars are going to be using Tesla autonomous driving. No one else can possibly compete.”Musk commented on the idea that Tesla could become a $4 trillion company – agreeing, but adding that it would need to “knock the ball out of the park several times”:“We do need to knock the ball out of the park several times to achieve that value, but I think we can.”Tesla is currently valued at over $600 million.Electrek’s Take$4 trillion sounds ridiculous, and it very well might be, but most people said the same thing about Tesla being worth $100 billion, and it is worth $600 billion today.As for knocking it out of the park, Tesla has certainly done it with the Model Y. The vehicle is as big of a success as it gets.I assume that Musk means that Tesla will have to do that again with the next-generation vehicles and Full Self-Driving.Those are big ifs.","news_type":1},"isVote":1,"tweetType":1,"viewCount":39,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"EN","totalScore":0},{"id":234275047379168,"gmtCreate":1698204892503,"gmtModify":1698204897902,"author":{"id":"4088135301967120","authorId":"4088135301967120","name":"King19","avatar":"https://static.laohu8.com/default-avatar.jpg","crmLevel":6,"crmLevelSwitch":0},"themes":[],"htmlText":"I will consider when it's down another 20-30% 👍","listText":"I will consider when it's down another 20-30% 👍","text":"I will consider when it's down another 20-30% 👍","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":2,"commentSize":0,"repostSize":0,"link":"https://ttm.financial/post/234275047379168","repostId":"2377038797","repostType":2,"repost":{"id":"2377038797","pubTimestamp":1698204600,"share":"https://www.laohu8.com/m/news/2377038797?lang=&edition=full","pubTime":"2023-10-25 11:30","market":"us","language":"en","title":"Tesla Stock: Upgrading To Buy, Negatives Priced In","url":"https://stock-news.laohu8.com/highlight/detail?id=2377038797","media":"Seeking Alpha","summary":"We’re upgrading Tesla, Inc. stock to a buy.Tesla stock is down 15% over the past week, underperforming the S&P 500 by 10%.We now think our previous concerns regarding Tesla’s financial underperformanc","content":"<html><head></head><body><ul style=\"\"><li><p>We’re upgrading Tesla, Inc. stock to a buy.</p></li><li><p>Tesla stock is down 15% over the past week, underperforming the S&amp;P 500 by 10%.</p></li><li><p>We now think our previous concerns regarding Tesla’s financial underperformance amid macro weakness and price cuts are priced into the stock for the most part.</p></li><li><p>While we remain cautious about the EV industry in the near term, we see delivery growth reaccelerating toward 2024 for Tesla with more aggressive pricing supported by cost reductions.</p></li><li><p>We now believe the company is better positioned to outperform the Wall Street consensus of 2.3M vehicles in 2024.</p></li></ul><p>We&#39;re upgrading <a href=\"https://laohu8.com/S/TSLA\">Tesla, Inc.</a> to a buy after a long bearish stance. We now think our previous concerns regarding Tesla&#39;s financial performance amid macro weakness and price cuts are factored into the stock for the most part. Tesla&#39;s stock is down ~15% over the past week, underperforming the S&amp;P 500 (SP500) by 10%; over the past three months, the stock is down roughly 18%, underperforming the S&amp;P 500 by around 11%. We remain more cautious about the auto industry in 2H23 due to the auto correction, macro weakness, and end demand weakness from China - the largest car market with a lot of market power over electric vehicles (&#34;EVs&#34;).</p><p>To understand the significance of the slower-than-expected recovery in China, it must be noted that China&#39;s EV sales &#34;share is currently double the global average.&#34; We understand investor concern over the company&#39;s exposure to weakness in China at ~23% of total sales. We&#39;re more optimistic now because we think the demand weakness has been priced into the stock at current levels. We think Tesla is better positioned than the competition, including NIO Inc. (NIO), Ford (F), and General Motors (GM), to recover delivery growth toward 2024. We now see a more attractive risk-reward profile for the stock into 2024 after aggressive pricing supported by cost reductions.</p><p>The following graph outlines Tesla&#39;s stock performance over the past three months against the S&amp;P 500.</p><p class=\"t-img-caption\"><img src=\"https://static.tigerbbs.com/28cc5634e8cfb7b8244babef1d08b84f\" alt=\"YCharts\" title=\"YCharts\" tg-width=\"635\" tg-height=\"450\"/><span>YCharts</span></p><h3 id=\"id_2703470193\">Negatives Priced In; Better Horizon Ahead</h3><p>Our upgrade is partially driven by how negative Musk was on the Q3 2023 earnings call; the stock dropped over 12% after the call due to investor disappointment in the challenges to volume production with the Cybertruck and the longer outlook for positive cash flow for the vehicle coupled with persisting macro weakness and contracting margins. Musk noted:</p><blockquote><p>&#34;I&#39;m worried about the high-interest rate environment we&#39;re in... If interest rates remain high or if they go even higher, it&#39;s that much harder for people to buy the car.&#34;</p></blockquote><p>We continue to be cautious of the auto industry in the near term, as we think a correction is underway and see it reflected in the analog and power management industry on the semi-front. Our upgrade is driven by our belief that Tesla&#39;s economic moat and position in the EV industry will enable it to outperform the peer group into 2024.</p><p>We think our negative thesis of Tesla struggling to achieve financial outperformance played out and expect stabilization towards 2H24. This was the first quarter since July 2019 that Tesla missed on both top and bottom lines; the company reported revenue of $23.35B, missing by $790M, and Non-GAAP EPS of $0.66, missing by $0.07. Our forecast of shrinking margins has also been unfolding, with the company reporting an operating margin of 7.6% this quarter. The following graph outlines Tesla&#39;s vehicle deliveries, operating cash flow, and net income up to 3Q23.</p><p class=\"t-img-caption\"><img src=\"https://static.tigerbbs.com/b4fa307c13837d38f7b71b0017ae351a\" alt=\"3Q23 earning presentation\" title=\"3Q23 earning presentation\" tg-width=\"1280\" tg-height=\"491\"/><span>3Q23 earning presentation</span></p><p>We already anticipated mixed results after the lower production and delivery numbers resulting from the factory upgrades. The market is now factoring in the negatives of the gradual positive free cash flow from Cybertruck, no hot updates on RoboTaxi and A.I., and the growing R&amp;D expense. We believe Tesla is now better positioned to outperform Wall Street&#39;s consensus of 2.3M vehicles in 2024 and remains on track to hit the target of 1.8M this year. Additionally, we think the model upgrades will help push the deliveries higher. We think the company is now better positioned to achieve a surprise upside into 2024.</p><h3 id=\"id_1440374357\">Valuation</h3><p>Tesla stock is trading above the peer group average, but we think the higher multiple is justified due to the company&#39;s position in the EV market versus the peer group. On a P/E basis, the stock is trading at 66.8x C2023 EPS $3.18 compared to the peer group average of 22.0x. The stock is trading at 6.7x EV/C2023 Sales versus the peer group average of 2.8x.</p><p>The following chart outlines Tesla&#39;s valuation against the peer group average.</p><p class=\"t-img-caption\"><img src=\"https://static.tigerbbs.com/687623db0808bc0f3485301c72906519\" alt=\"TSP\" title=\"TSP\" tg-width=\"975\" tg-height=\"339\"/><span>TSP</span></p><h3 id=\"id_3697642859\">Word on Wall Street</h3><p>Wall Street is more bearish on the stock. Of the 46 analysts covering the stock, 18 are buy-rated, 21 are hold-rated, and the remaining are sell-rated. We think the more mixed sentiment on the stock now is due to increased competition threatening Tesla&#39;s EV share and macro weakness.</p><p>The stock is currently priced at $212 per share. The median sell-side price target is $250, while the mean is $229, with a potential 8-18% upside.</p><p>The following charts outline sell-side ratings and price targets for TSLA</p><p class=\"t-img-caption\"><img src=\"https://static.tigerbbs.com/2d820f3db30be115a6fb3a74bda7405a\" alt=\"TSP\" title=\"TSP\" tg-width=\"566\" tg-height=\"283\"/><span>TSP</span></p><h3 id=\"id_1689567193\">What to do with the stock</h3><p>We&#39;re upgrading Tesla, Inc. stock to a buy. We see attractive entry points into the stock after the near-term negatives have been priced in. We expect delivery growth to reaccelerate towards 2024 and think cost reductions will help improve profitable growth into 2025. We think Tesla is better positioned now to outperform both expectations and the peer group in 2024.</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 Stock: Upgrading To Buy, Negatives Priced In</title>\n<style type=\"text/css\">\na,abbr,acronym,address,applet,article,aside,audio,b,big,blockquote,body,canvas,caption,center,cite,code,dd,del,details,dfn,div,dl,dt,\nem,embed,fieldset,figcaption,figure,footer,form,h1,h2,h3,h4,h5,h6,header,hgroup,html,i,iframe,img,ins,kbd,label,legend,li,mark,menu,nav,\nobject,ol,output,p,pre,q,ruby,s,samp,section,small,span,strike,strong,sub,summary,sup,table,tbody,td,tfoot,th,thead,time,tr,tt,u,ul,var,video{ font:inherit;margin:0;padding:0;vertical-align:baseline;border:0 }\nbody{ font-size:16px; line-height:1.5; color:#999; background:transparent; }\n.wrapper{ overflow:hidden;word-break:break-all;padding:10px; }\nh1,h2{ font-weight:normal; line-height:1.35; margin-bottom:.6em; }\nh3,h4,h5,h6{ line-height:1.35; margin-bottom:1em; }\nh1{ font-size:24px; }\nh2{ font-size:20px; }\nh3{ font-size:18px; }\nh4{ font-size:16px; }\nh5{ font-size:14px; }\nh6{ font-size:12px; }\np,ul,ol,blockquote,dl,table{ margin:1.2em 0; }\nul,ol{ margin-left:2em; }\nul{ list-style:disc; }\nol{ list-style:decimal; }\nli,li p{ margin:10px 0;}\nimg{ max-width:100%;display:block;margin:0 auto 1em; }\nblockquote{ color:#B5B2B1; border-left:3px solid #aaa; padding:1em; }\nstrong,b{font-weight:bold;}\nem,i{font-style:italic;}\ntable{ width:100%;border-collapse:collapse;border-spacing:1px;margin:1em 0;font-size:.9em; }\nth,td{ padding:5px;text-align:left;border:1px solid #aaa; }\nth{ font-weight:bold;background:#5d5d5d; }\n.symbol-link{font-weight:bold;}\n/* header{ border-bottom:1px solid #494756; } */\n.title{ margin:0 0 8px;line-height:1.3;color:#ddd; }\n.meta {color:#5e5c6d;font-size:13px;margin:0 0 .5em; }\na{text-decoration:none; color:#2a4b87;}\n.meta .head { display: inline-block; overflow: hidden}\n.head .h-thumb { width: 30px; height: 30px; margin: 0; padding: 0; border-radius: 50%; float: left;}\n.head .h-content { margin: 0; padding: 0 0 0 9px; float: left;}\n.head .h-name {font-size: 13px; color: #eee; margin: 0;}\n.head .h-time {font-size: 11px; color: #7E829C; margin: 0;line-height: 11px;}\n.small {font-size: 12.5px; display: inline-block; transform: scale(0.9); -webkit-transform: scale(0.9); transform-origin: left; -webkit-transform-origin: left;}\n.smaller {font-size: 12.5px; display: inline-block; transform: scale(0.8); -webkit-transform: scale(0.8); transform-origin: left; -webkit-transform-origin: left;}\n.bt-text {font-size: 12px;margin: 1.5em 0 0 0}\n.bt-text p {margin: 0}\n</style>\n</head>\n<body>\n<div class=\"wrapper\">\n<header>\n<h2 class=\"title\">\nTesla Stock: Upgrading To Buy, Negatives Priced In\n</h2>\n\n<h4 class=\"meta\">\n\n\n2023-10-25 11:30 GMT+8&nbsp;&nbsp;&nbsp;<a href=https://seekingalpha.com/article/4642888-tesla-stock-upgrading-to-buy-negatives-priced-in><strong>Seeking Alpha</strong></a>\n\n\n</h4>\n\n</header>\n<article>\n<div>\n<p>We’re upgrading Tesla, Inc. stock to a buy.Tesla stock is down 15% over the past week, underperforming the S&P 500 by 10%.We now think our previous concerns regarding Tesla’s financial ...</p>\n\n<a href=\"https://seekingalpha.com/article/4642888-tesla-stock-upgrading-to-buy-negatives-priced-in\">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","TSLL":"Direxion Daily TSLA Bull 2X Shares"},"source_url":"https://seekingalpha.com/article/4642888-tesla-stock-upgrading-to-buy-negatives-priced-in","is_english":true,"share_image_url":"https://static.laohu8.com/5a36db9d73b4222bc376d24ccc48c8a4","article_id":"2377038797","content_text":"We’re upgrading Tesla, Inc. stock to a buy.Tesla stock is down 15% over the past week, underperforming the S&P 500 by 10%.We now think our previous concerns regarding Tesla’s financial underperformance amid macro weakness and price cuts are priced into the stock for the most part.While we remain cautious about the EV industry in the near term, we see delivery growth reaccelerating toward 2024 for Tesla with more aggressive pricing supported by cost reductions.We now believe the company is better positioned to outperform the Wall Street consensus of 2.3M vehicles in 2024.We're upgrading Tesla, Inc. to a buy after a long bearish stance. We now think our previous concerns regarding Tesla's financial performance amid macro weakness and price cuts are factored into the stock for the most part. Tesla's stock is down ~15% over the past week, underperforming the S&P 500 (SP500) by 10%; over the past three months, the stock is down roughly 18%, underperforming the S&P 500 by around 11%. We remain more cautious about the auto industry in 2H23 due to the auto correction, macro weakness, and end demand weakness from China - the largest car market with a lot of market power over electric vehicles (\"EVs\").To understand the significance of the slower-than-expected recovery in China, it must be noted that China's EV sales \"share is currently double the global average.\" We understand investor concern over the company's exposure to weakness in China at ~23% of total sales. We're more optimistic now because we think the demand weakness has been priced into the stock at current levels. We think Tesla is better positioned than the competition, including NIO Inc. (NIO), Ford (F), and General Motors (GM), to recover delivery growth toward 2024. We now see a more attractive risk-reward profile for the stock into 2024 after aggressive pricing supported by cost reductions.The following graph outlines Tesla's stock performance over the past three months against the S&P 500.YChartsNegatives Priced In; Better Horizon AheadOur upgrade is partially driven by how negative Musk was on the Q3 2023 earnings call; the stock dropped over 12% after the call due to investor disappointment in the challenges to volume production with the Cybertruck and the longer outlook for positive cash flow for the vehicle coupled with persisting macro weakness and contracting margins. Musk noted:\"I'm worried about the high-interest rate environment we're in... If interest rates remain high or if they go even higher, it's that much harder for people to buy the car.\"We continue to be cautious of the auto industry in the near term, as we think a correction is underway and see it reflected in the analog and power management industry on the semi-front. Our upgrade is driven by our belief that Tesla's economic moat and position in the EV industry will enable it to outperform the peer group into 2024.We think our negative thesis of Tesla struggling to achieve financial outperformance played out and expect stabilization towards 2H24. This was the first quarter since July 2019 that Tesla missed on both top and bottom lines; the company reported revenue of $23.35B, missing by $790M, and Non-GAAP EPS of $0.66, missing by $0.07. Our forecast of shrinking margins has also been unfolding, with the company reporting an operating margin of 7.6% this quarter. The following graph outlines Tesla's vehicle deliveries, operating cash flow, and net income up to 3Q23.3Q23 earning presentationWe already anticipated mixed results after the lower production and delivery numbers resulting from the factory upgrades. The market is now factoring in the negatives of the gradual positive free cash flow from Cybertruck, no hot updates on RoboTaxi and A.I., and the growing R&D expense. We believe Tesla is now better positioned to outperform Wall Street's consensus of 2.3M vehicles in 2024 and remains on track to hit the target of 1.8M this year. Additionally, we think the model upgrades will help push the deliveries higher. We think the company is now better positioned to achieve a surprise upside into 2024.ValuationTesla stock is trading above the peer group average, but we think the higher multiple is justified due to the company's position in the EV market versus the peer group. On a P/E basis, the stock is trading at 66.8x C2023 EPS $3.18 compared to the peer group average of 22.0x. The stock is trading at 6.7x EV/C2023 Sales versus the peer group average of 2.8x.The following chart outlines Tesla's valuation against the peer group average.TSPWord on Wall StreetWall Street is more bearish on the stock. Of the 46 analysts covering the stock, 18 are buy-rated, 21 are hold-rated, and the remaining are sell-rated. We think the more mixed sentiment on the stock now is due to increased competition threatening Tesla's EV share and macro weakness.The stock is currently priced at $212 per share. The median sell-side price target is $250, while the mean is $229, with a potential 8-18% upside.The following charts outline sell-side ratings and price targets for TSLATSPWhat to do with the stockWe're upgrading Tesla, Inc. stock to a buy. We see attractive entry points into the stock after the near-term negatives have been priced in. We expect delivery growth to reaccelerate towards 2024 and think cost reductions will help improve profitable growth into 2025. We think Tesla is better positioned now to outperform both expectations and the peer group in 2024.","news_type":1},"isVote":1,"tweetType":1,"viewCount":14,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"EN","totalScore":0},{"id":219079495811176,"gmtCreate":1694511924250,"gmtModify":1694511928618,"author":{"id":"4088135301967120","authorId":"4088135301967120","name":"King19","avatar":"https://static.laohu8.com/default-avatar.jpg","crmLevel":6,"crmLevelSwitch":0},"themes":[],"htmlText":"A few moons ago, the same platform said Baba is a sure buy with 30% upside... nothing has changed since then 😂 except for the writings&nbsp;","listText":"A few moons ago, the same platform said Baba is a sure buy with 30% upside... nothing has changed since then 😂 except for the writings&nbsp;","text":"A few moons ago, the same platform said Baba is a sure buy with 30% upside... nothing has changed since then 😂 except for the writings","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":2,"commentSize":0,"repostSize":0,"link":"https://ttm.financial/post/219079495811176","repostId":"2366032130","repostType":2,"repost":{"id":"2366032130","pubTimestamp":1694506674,"share":"https://www.laohu8.com/m/news/2366032130?lang=&edition=full","pubTime":"2023-09-12 16:17","market":"us","language":"en","title":"Alibaba: Breaking Down The Walls","url":"https://stock-news.laohu8.com/highlight/detail?id=2366032130","media":"Seekingalpha","summary":"Jack Ma returned to China, and Alibaba underwent major organizational restructuring.Organizational silos risk weakening Alibaba's competitive advantage and data synergies.Loss-making businesses may st","content":"<html><head></head><body><ul style=\"\"><li><p>Jack Ma returned to China, and Alibaba underwent major organizational restructuring.</p></li><li><p>Organizational silos risk weakening Alibaba&#39;s competitive advantage and data synergies.</p></li><li><p>Loss-making businesses may struggle without Alibaba&#39;s capital support.</p></li><li><p>Alibaba clearly appears to be a value trap.</p></li></ul><h2 id=\"id_662448694\">Sell Thesis</h2><p>We believe that the market significantly underestimated the impact of the reorganization shift on Alibaba&#39;s competitive edge. We see it will lessen its data edge and reduce cross-sell opportunities. Additionally, as a result of the organizational restructuring, its loss operating segment will confront fierce competition as it operates independently. As it loses its data advantage in comparison to its competitors, who continue to receive data and marketing support from Tencent, we are not certain that Alibaba will continue to enjoy its ultimate dominant position. With a 13x forward P/E and a 20x TTM P/E ratio, and considering its core business&#39;s declining margins, we believe the company&#39;s current valuation is too high, limiting near-term upside.</p><p>However, if Alibaba&#39;s e-commerce business can identify a distinctive value proposition or service to stand out, there may be a road for it to make a comeback. However, we believe that at this time it is too early to say. We recommend investors to closely track the core business operating margin as a crucial indicator in our view.</p><p>For now, we see that Alibaba&#39;s future will be quite unpredictable following its reorganization, and have advised investors to invest their money in other companies.</p><h2 id=\"id_3278468826\">Jack Ma&#39;s Return and Alibaba&#39;s Reorganization</h2><p>Jack Ma returned to China on March 27, 2023. Two days later, Alibaba (NYSE:BABA) announced a major organizational restructuring plan. The company will consolidate its operations into six main business groups: China commerce, international commerce, local consumer services, Cainiao logistics, cloud, innovation initiatives, and others. Additionally, Alibaba stated its intention to pursue IPOs for its local services group, Cainiao logistics network, and cloud business in the near future.</p><h2 id=\"id_4160545830\">Effects of Organizational Silos</h2><p>We see Alibaba&#39;s sweeping organizational changes to reduce Alibaba&#39;s economic influence. The exact motives behind the restructuring remain speculative. However, the moves seem likely to hurt Alibaba shareholders over the long term for several reasons:</p><h4 id=\"id_41077357\">Consequences for Data Synergies and Integrated Businesses</h4><ul style=\"\"><li><p>Alibaba&#39;s competitive advantage will weaken from fragmented business units:</p></li></ul><p>Per business analysis site iCEO, though billed as just an organizational shift, Alibaba&#39;s six segments have begun operating completely independently, including HR functions.</p><p>This risks diluting Alibaba&#39;s key data advantage as an advertising-driven company. Previously, Alibaba was able to sustain its data edge by collecting information across business units.</p><p></p><p class=\"t-img-caption\"><img src=\"https://static.tigerbbs.com/f797df0b2ef104afc57b43419a14f6ab\" tg-width=\"640\" tg-height=\"405\"/></p><p>ISBIS</p><p>The core domestic e-commerce began to feel the effects following organizational changes, with its EBITDA margin dropping by 120 basis points in Q2, 2023.</p><p></p><p class=\"t-img-caption\"><img src=\"https://static.tigerbbs.com/06b173b05cbc13627bd351c5d87a5693\" tg-width=\"484\" tg-height=\"526\"/></p><p>BABA</p><p>For example, the digital media/entertainment group provided content to gather personal data and enable cross-selling. With units now siloed, data sharing and synergies decline. Alibaba&#39;s e-commerce platforms lose engagement and cross-selling opportunities from entertainment content. Its data advantages weaken as operations fragment.</p><p>Similar data synergies will be lost for other business units like local services, Cainiao logistics, and the cloud.</p><p>For example, the local services group acted as a grocery complement to the e-commerce platforms, driving important traffic acquisition and customer retention for Taobao and Tmall. With independent operations, Taobao and Tmall will likely see lower customer engagement and cross-selling.</p><p>Additionally, Cainiao has no logistics assets and was built specifically to serve Alibaba&#39;s e-commerce ecosystem. It leveraged e-commerce data to provide competitive shipping for Taobao merchants. Once severed, merchants may find Cainiao services less cost-effective than rivals. This further weakens Alibaba&#39;s e-commerce competitive edge.</p><p>We see splitting up these deeply integrated businesses hinders data sharing that fueled Alibaba&#39;s past success. It risks degrading the customer experience and competitiveness across its e-commerce operations.</p><h4 id=\"id_2882954940\">Impact on Loss-making Businesses</h4><ul style=\"\"><li><p>Loss-making businesses will suffer without Alibaba&#39;s capital support:</p></li></ul><p></p><p class=\"t-img-caption\"><img src=\"https://static.tigerbbs.com/835e0d84d6928a7de61546af2e59ce0c\" tg-width=\"640\" tg-height=\"161\"/></p><p>BABA</p><p>Currently, most of Alibaba&#39;s segments are not generating profits, and they may not be able to operate independently.</p><p>For example, its digital media and entertainment group generated an RMB $1819 million loss in the last twelve months. One of its applications, Youku video, faces intense competition, with Tencent and iQIYI (IQ) collectively holding over 70% market share in China&#39;s online video sector. As the underdog, Youku relies heavily on subsidies from Alibaba, since the digital media unit remains unprofitable. Once spun off into a separate IPO, Youku would lose Alibaba&#39;s capital support. This creates funding challenges and competitive pressures against entrenched rivals.</p><p>Similarly, Cainiao Logistics depends heavily on Alibaba&#39;s data and capital support, given its lack of own assets. Once severed, it loses data synergies and faces fierce competition from profitable logistics leaders like SF Express.</p><p>More broadly, the split prevents segments from sharing data that previously fueled competitive advantages. Not only does this weaken their market positions, but some may face going-concern risks after being cut off from Alibaba&#39;s financial subsidies while pitted against strong industry peers.</p><h2 id=\"id_2211647060\">Competition Risk On the Rise</h2><p>Despite higher margins, Taobao and Tmall now face rising competition from Pinduoduo (PDD) and JD.com (JD) in low-growth e-commerce. Per Quest Mobile, Pinduoduo&#39;s daily active users reached 777 million in May 2023, nearing Alibaba&#39;s 895 million, with JD third at 643 million. Alibaba&#39;s scale advantage is clearly not as strong as it used to be.</p><p></p><p class=\"t-img-caption\"><img src=\"https://static.tigerbbs.com/a3b350ad48f9b20889b34af9c2fe4895\" tg-width=\"640\" tg-height=\"419\"/></p><p>Questmobile</p><p>Moreover, Pinduoduo and JD are fueled by WeChat mini apps from ally Tencent shown in the above chart, while Alibaba relies entirely on its own apps for traffic. Tencent is a formidable internet behemoth in China, rivaling Alibaba. With Alibaba&#39;s current weakened stance, we anticipate the Tencent Alliance to significantly capture a larger market share from Alibaba.</p><h2 id=\"id_3437587400\">Valuation Concerns</h2><p>Alibaba&#39;s valuation multiples have contracted over 50% versus 5-year averages.</p><p></p><p class=\"t-img-caption\"><img src=\"https://static.tigerbbs.com/bd08e6ec6bb88dcda9e0b622f0dd571e\" tg-width=\"640\" tg-height=\"541\"/></p><p>Seeking Alpha</p><p>Part of the valuation compression is justified by deteriorating profitability compared to historical levels. Margins and returns on capital over the past year have fallen significantly below the prior 5-year average.</p><p></p><p class=\"t-img-caption\"><img src=\"https://static.tigerbbs.com/2b403a176b7143d4f72a512183a6f3d7\" tg-width=\"640\" tg-height=\"402\"/></p><p>Seeking Alpha</p><p>While the stock may appear cheap based on P/E, P/S, and other typical valuation metrics, investors must also consider the long-term implications of Alibaba&#39;s strategic shifts.</p><p>Some investors point to potential IPOs for Cainiao, Cloud, and Local Services as opportunities to realize value. And Alibaba may benefit from spinning off loss-making units in the short term. However, the organizational walls now hindering data sharing are a lasting negative, in our view.</p><p>The stock market is forward-looking, and Alibaba&#39;s restructuring raises concerns about its long-term outlook. We believe fragmenting its synergistic business model will erode competitive advantages across segments over time. This leaves Alibaba vulnerable to fierce competition from the Tencent alliance of Pinduoduo, JD.com, and Tencent. Its loss-making units face new profit pressures once cut off from subsidies.</p><p>While the political motivations are uncertain, the end result may be increased balance among China&#39;s tech giants, playing into Beijing&#39;s preferences. Regardless of motives, we are pessimistic about Alibaba&#39;s strategic direction. Hence, this signals the stock may be a value trap for investors. A stock that&#39;s a value trap might trade at a single-digit P/E ratio due to the company&#39;s eroding competitive advantage, potentially leading to a further decline in earnings. The company currently sports a 13x forward P/E ratio and a 20x TTM P/E ratio. Considering the company&#39;s declining margins in its core business segment, we believe the current valuation isn&#39;t justified. Therefore, we anticipate a limited upside in the near term.</p><p>However, we might reconsider our assessment of the company&#39;s rating if it can showcase a competitive strategy under its new organizational structure or display a stabilized margin trend.</p><h2 id=\"id_4037477246\">Conclusion</h2><p>Alibaba&#39;s restructuring seems to reduce Alibaba&#39;s influence by breaking up its synergistic business model. This will likely permanently impair Alibaba&#39;s competitive advantages and growth prospects.</p><p>Formerly integrated units lose data-sharing benefits and capital support. Higher growth businesses like Cloud become siloed from struggling e-commerce. Loss-making units face failure without subsidies. Cheap valuations do not offset the long-term damage.</p><p>Significant uncertainty exists regarding Alibaba&#39;s future potential amid fragmented operations and intensifying competition. While assets like the cloud remain strong, Alibaba faces an uphill battle to thrive independently. Investors should avoid value traps and await clarity on Alibaba&#39;s path forward.</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>Alibaba: Breaking Down The Walls</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\">\nAlibaba: Breaking Down The Walls\n</h2>\n\n<h4 class=\"meta\">\n\n\n2023-09-12 16:17 GMT+8&nbsp;&nbsp;&nbsp;<a href=https://seekingalpha.com/article/4634447-alibaba-breaking-down-the-walls><strong>Seekingalpha</strong></a>\n\n\n</h4>\n\n</header>\n<article>\n<div>\n<p>Jack Ma returned to China, and Alibaba underwent major organizational restructuring.Organizational silos risk weakening Alibaba's competitive advantage and data synergies.Loss-making businesses may ...</p>\n\n<a href=\"https://seekingalpha.com/article/4634447-alibaba-breaking-down-the-walls\">Web Link</a>\n\n</div>\n\n\n</article>\n</div>\n</body>\n</html>\n","type":0,"thumbnail":"","relate_stocks":{"BABA":"阿里巴巴","09988":"阿里巴巴-SW"},"source_url":"https://seekingalpha.com/article/4634447-alibaba-breaking-down-the-walls","is_english":true,"share_image_url":"https://static.laohu8.com/5a36db9d73b4222bc376d24ccc48c8a4","article_id":"2366032130","content_text":"Jack Ma returned to China, and Alibaba underwent major organizational restructuring.Organizational silos risk weakening Alibaba's competitive advantage and data synergies.Loss-making businesses may struggle without Alibaba's capital support.Alibaba clearly appears to be a value trap.Sell ThesisWe believe that the market significantly underestimated the impact of the reorganization shift on Alibaba's competitive edge. We see it will lessen its data edge and reduce cross-sell opportunities. Additionally, as a result of the organizational restructuring, its loss operating segment will confront fierce competition as it operates independently. As it loses its data advantage in comparison to its competitors, who continue to receive data and marketing support from Tencent, we are not certain that Alibaba will continue to enjoy its ultimate dominant position. With a 13x forward P/E and a 20x TTM P/E ratio, and considering its core business's declining margins, we believe the company's current valuation is too high, limiting near-term upside.However, if Alibaba's e-commerce business can identify a distinctive value proposition or service to stand out, there may be a road for it to make a comeback. However, we believe that at this time it is too early to say. We recommend investors to closely track the core business operating margin as a crucial indicator in our view.For now, we see that Alibaba's future will be quite unpredictable following its reorganization, and have advised investors to invest their money in other companies.Jack Ma's Return and Alibaba's ReorganizationJack Ma returned to China on March 27, 2023. Two days later, Alibaba (NYSE:BABA) announced a major organizational restructuring plan. The company will consolidate its operations into six main business groups: China commerce, international commerce, local consumer services, Cainiao logistics, cloud, innovation initiatives, and others. Additionally, Alibaba stated its intention to pursue IPOs for its local services group, Cainiao logistics network, and cloud business in the near future.Effects of Organizational SilosWe see Alibaba's sweeping organizational changes to reduce Alibaba's economic influence. The exact motives behind the restructuring remain speculative. However, the moves seem likely to hurt Alibaba shareholders over the long term for several reasons:Consequences for Data Synergies and Integrated BusinessesAlibaba's competitive advantage will weaken from fragmented business units:Per business analysis site iCEO, though billed as just an organizational shift, Alibaba's six segments have begun operating completely independently, including HR functions.This risks diluting Alibaba's key data advantage as an advertising-driven company. Previously, Alibaba was able to sustain its data edge by collecting information across business units.ISBISThe core domestic e-commerce began to feel the effects following organizational changes, with its EBITDA margin dropping by 120 basis points in Q2, 2023.BABAFor example, the digital media/entertainment group provided content to gather personal data and enable cross-selling. With units now siloed, data sharing and synergies decline. Alibaba's e-commerce platforms lose engagement and cross-selling opportunities from entertainment content. Its data advantages weaken as operations fragment.Similar data synergies will be lost for other business units like local services, Cainiao logistics, and the cloud.For example, the local services group acted as a grocery complement to the e-commerce platforms, driving important traffic acquisition and customer retention for Taobao and Tmall. With independent operations, Taobao and Tmall will likely see lower customer engagement and cross-selling.Additionally, Cainiao has no logistics assets and was built specifically to serve Alibaba's e-commerce ecosystem. It leveraged e-commerce data to provide competitive shipping for Taobao merchants. Once severed, merchants may find Cainiao services less cost-effective than rivals. This further weakens Alibaba's e-commerce competitive edge.We see splitting up these deeply integrated businesses hinders data sharing that fueled Alibaba's past success. It risks degrading the customer experience and competitiveness across its e-commerce operations.Impact on Loss-making BusinessesLoss-making businesses will suffer without Alibaba's capital support:BABACurrently, most of Alibaba's segments are not generating profits, and they may not be able to operate independently.For example, its digital media and entertainment group generated an RMB $1819 million loss in the last twelve months. One of its applications, Youku video, faces intense competition, with Tencent and iQIYI (IQ) collectively holding over 70% market share in China's online video sector. As the underdog, Youku relies heavily on subsidies from Alibaba, since the digital media unit remains unprofitable. Once spun off into a separate IPO, Youku would lose Alibaba's capital support. This creates funding challenges and competitive pressures against entrenched rivals.Similarly, Cainiao Logistics depends heavily on Alibaba's data and capital support, given its lack of own assets. Once severed, it loses data synergies and faces fierce competition from profitable logistics leaders like SF Express.More broadly, the split prevents segments from sharing data that previously fueled competitive advantages. Not only does this weaken their market positions, but some may face going-concern risks after being cut off from Alibaba's financial subsidies while pitted against strong industry peers.Competition Risk On the RiseDespite higher margins, Taobao and Tmall now face rising competition from Pinduoduo (PDD) and JD.com (JD) in low-growth e-commerce. Per Quest Mobile, Pinduoduo's daily active users reached 777 million in May 2023, nearing Alibaba's 895 million, with JD third at 643 million. Alibaba's scale advantage is clearly not as strong as it used to be.QuestmobileMoreover, Pinduoduo and JD are fueled by WeChat mini apps from ally Tencent shown in the above chart, while Alibaba relies entirely on its own apps for traffic. Tencent is a formidable internet behemoth in China, rivaling Alibaba. With Alibaba's current weakened stance, we anticipate the Tencent Alliance to significantly capture a larger market share from Alibaba.Valuation ConcernsAlibaba's valuation multiples have contracted over 50% versus 5-year averages.Seeking AlphaPart of the valuation compression is justified by deteriorating profitability compared to historical levels. Margins and returns on capital over the past year have fallen significantly below the prior 5-year average.Seeking AlphaWhile the stock may appear cheap based on P/E, P/S, and other typical valuation metrics, investors must also consider the long-term implications of Alibaba's strategic shifts.Some investors point to potential IPOs for Cainiao, Cloud, and Local Services as opportunities to realize value. And Alibaba may benefit from spinning off loss-making units in the short term. However, the organizational walls now hindering data sharing are a lasting negative, in our view.The stock market is forward-looking, and Alibaba's restructuring raises concerns about its long-term outlook. We believe fragmenting its synergistic business model will erode competitive advantages across segments over time. This leaves Alibaba vulnerable to fierce competition from the Tencent alliance of Pinduoduo, JD.com, and Tencent. Its loss-making units face new profit pressures once cut off from subsidies.While the political motivations are uncertain, the end result may be increased balance among China's tech giants, playing into Beijing's preferences. Regardless of motives, we are pessimistic about Alibaba's strategic direction. Hence, this signals the stock may be a value trap for investors. A stock that's a value trap might trade at a single-digit P/E ratio due to the company's eroding competitive advantage, potentially leading to a further decline in earnings. The company currently sports a 13x forward P/E ratio and a 20x TTM P/E ratio. Considering the company's declining margins in its core business segment, we believe the current valuation isn't justified. Therefore, we anticipate a limited upside in the near term.However, we might reconsider our assessment of the company's rating if it can showcase a competitive strategy under its new organizational structure or display a stabilized margin trend.ConclusionAlibaba's restructuring seems to reduce Alibaba's influence by breaking up its synergistic business model. This will likely permanently impair Alibaba's competitive advantages and growth prospects.Formerly integrated units lose data-sharing benefits and capital support. Higher growth businesses like Cloud become siloed from struggling e-commerce. Loss-making units face failure without subsidies. Cheap valuations do not offset the long-term damage.Significant uncertainty exists regarding Alibaba's future potential amid fragmented operations and intensifying competition. While assets like the cloud remain strong, Alibaba faces an uphill battle to thrive independently. Investors should avoid value traps and await clarity on Alibaba's path forward.","news_type":1},"isVote":1,"tweetType":1,"viewCount":60,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"EN","totalScore":0},{"id":272057743761656,"gmtCreate":1707458141711,"gmtModify":1707458145559,"author":{"id":"4088135301967120","authorId":"4088135301967120","name":"King19","avatar":"https://static.laohu8.com/default-avatar.jpg","crmLevel":6,"crmLevelSwitch":0},"themes":[],"htmlText":"😜&nbsp;","listText":"😜&nbsp;","text":"😜","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":1,"commentSize":0,"repostSize":0,"link":"https://ttm.financial/post/272057743761656","repostId":"2409679704","repostType":2,"repost":{"id":"2409679704","pubTimestamp":1707454836,"share":"https://www.laohu8.com/m/news/2409679704?lang=&edition=full","pubTime":"2024-02-09 13:00","market":"us","language":"en","title":"3 Reasons Why It's Time to Hit the Brakes on NIO Stock","url":"https://stock-news.laohu8.com/highlight/detail?id=2409679704","media":"InvestorPlace","summary":"According to my Nio stock forecast, a very competitive market will likely see Nio's reach diminish as EV demand weathers a storm in 2024.","content":"<html><head></head><body><ul style=\"\"><li><p><strong>Nio</strong> happens to be a smaller player in a hypercompetitive market.</p></li><li><p>The EV maker’s deliveries only grew by 30% in 2023 and have already begun 2024 on the wrong foot.</p></li><li><p>Larger players like BYD will not only take market share away from NIO but are better equipped to handle a potential EV winter.</p></li></ul><p class=\"t-img-caption\"><img src=\"https://static.tigerbbs.com/8f283dcf01ba7103e8690f23edfaaf8f\" tg-width=\"768\" tg-height=\"432\"/></p><p>Source: Michael Vi / Shutterstock.com</p><p>As the company continues to falter, it’s time to reevaluate any bullish <strong>Nio</strong> stock forecast. The Chinese EV market has become very competitive. So much so that it may be hard for Nio to compete in the future.</p><p>Below are three reasons why I believe NIO is a sell.</p><h2 id=\"id_1040734839\">Nio Stock Forecast: Look at the Competition</h2><p>NIO is playing in a hypercompetitive space, and the company will need to grab market share from both smaller competitors like Xpeng and massive ones like BYD, the world’s top EV maker in 2023.</p><p>In Q4 2023, BYD sold 526,409 electric vehicles, while Tesla sold 484,507. Moreover, BYD also dethroned Volkswagen as the number one selling car brand in China.</p><p>It’s difficult to see how NIO will be able to tackle the market when much of the performance and sales is being generated by the largest major players.</p><h2 id=\"id_1460695596\">Unimpressive Deliveries</h2><p>The Chinese EV maker, NIO, has also experienced sluggish delivery growth in respective to its competitors. EV deliveries in 2023 came in at 160,038, up only 30% on a year-over-year basis. BYD, for example, saw a 62% surge in full year EV deliveries.</p><p>XPeng also saw EV deliveries only climb 17% of the number from 2022, underscoring how difficult it is for smaller players to compete in the space.</p><p>Not to mention, China is still going through an economic recovery, and folks are feeling risk averse in terms of spending. This will affect all EV makers operating in China, but it will likely impact the smaller, lesser-known players the most. Nio saw January deliveries plunge 44% from December, which already isn’t a good sign for the year.</p><h2 id=\"id_1317553230\">The EV Slump Could Smart</h2><p>There has been much talk about the electric vehicle slump. It’s not just a phenomenon particular to China’s economic slowdown. Inflation and high interest rates in the West have done well to temper consumer sentiment.</p><p>Analysts are predicting EV sales to struggle in 2024. Elon Musk, warned of slower growth in 2024 during Tesla’s earnings call.</p><p>As said before, NIO will likely struggle if these larger players begin to see growth slowdown. At some point, the EV market will be dominated by just a few key players, and I doubt NIO will be one of them.</p></body></html>","source":"investorplace_stock_picks","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>3 Reasons Why It's Time to Hit the Brakes on NIO Stock</title>\n<style type=\"text/css\">\na,abbr,acronym,address,applet,article,aside,audio,b,big,blockquote,body,canvas,caption,center,cite,code,dd,del,details,dfn,div,dl,dt,\nem,embed,fieldset,figcaption,figure,footer,form,h1,h2,h3,h4,h5,h6,header,hgroup,html,i,iframe,img,ins,kbd,label,legend,li,mark,menu,nav,\nobject,ol,output,p,pre,q,ruby,s,samp,section,small,span,strike,strong,sub,summary,sup,table,tbody,td,tfoot,th,thead,time,tr,tt,u,ul,var,video{ font:inherit;margin:0;padding:0;vertical-align:baseline;border:0 }\nbody{ font-size:16px; line-height:1.5; color:#999; background:transparent; }\n.wrapper{ overflow:hidden;word-break:break-all;padding:10px; }\nh1,h2{ font-weight:normal; line-height:1.35; margin-bottom:.6em; }\nh3,h4,h5,h6{ line-height:1.35; margin-bottom:1em; }\nh1{ font-size:24px; }\nh2{ font-size:20px; }\nh3{ font-size:18px; }\nh4{ font-size:16px; }\nh5{ font-size:14px; }\nh6{ font-size:12px; }\np,ul,ol,blockquote,dl,table{ margin:1.2em 0; }\nul,ol{ margin-left:2em; }\nul{ list-style:disc; }\nol{ list-style:decimal; }\nli,li p{ margin:10px 0;}\nimg{ max-width:100%;display:block;margin:0 auto 1em; }\nblockquote{ color:#B5B2B1; border-left:3px solid #aaa; padding:1em; }\nstrong,b{font-weight:bold;}\nem,i{font-style:italic;}\ntable{ width:100%;border-collapse:collapse;border-spacing:1px;margin:1em 0;font-size:.9em; }\nth,td{ padding:5px;text-align:left;border:1px solid #aaa; }\nth{ font-weight:bold;background:#5d5d5d; }\n.symbol-link{font-weight:bold;}\n/* header{ border-bottom:1px solid #494756; } */\n.title{ margin:0 0 8px;line-height:1.3;color:#ddd; }\n.meta {color:#5e5c6d;font-size:13px;margin:0 0 .5em; }\na{text-decoration:none; color:#2a4b87;}\n.meta .head { display: inline-block; overflow: hidden}\n.head .h-thumb { width: 30px; height: 30px; margin: 0; padding: 0; border-radius: 50%; float: left;}\n.head .h-content { margin: 0; padding: 0 0 0 9px; float: left;}\n.head .h-name {font-size: 13px; color: #eee; margin: 0;}\n.head .h-time {font-size: 11px; color: #7E829C; margin: 0;line-height: 11px;}\n.small {font-size: 12.5px; display: inline-block; transform: scale(0.9); -webkit-transform: scale(0.9); transform-origin: left; -webkit-transform-origin: left;}\n.smaller {font-size: 12.5px; display: inline-block; transform: scale(0.8); -webkit-transform: scale(0.8); transform-origin: left; -webkit-transform-origin: left;}\n.bt-text {font-size: 12px;margin: 1.5em 0 0 0}\n.bt-text p {margin: 0}\n</style>\n</head>\n<body>\n<div class=\"wrapper\">\n<header>\n<h2 class=\"title\">\n3 Reasons Why It's Time to Hit the Brakes on NIO Stock\n</h2>\n\n<h4 class=\"meta\">\n\n\n2024-02-09 13:00 GMT+8&nbsp;&nbsp;&nbsp;<a href=https://investorplace.com/2024/02/3-reasons-why-its-time-to-hit-the-brakes-on-nio-stock/><strong>InvestorPlace</strong></a>\n\n\n</h4>\n\n</header>\n<article>\n<div>\n<p>Nio happens to be a smaller player in a hypercompetitive market.The EV maker’s deliveries only grew by 30% in 2023 and have already begun 2024 on the wrong foot.Larger players like BYD will not only ...</p>\n\n<a href=\"https://investorplace.com/2024/02/3-reasons-why-its-time-to-hit-the-brakes-on-nio-stock/\">Web Link</a>\n\n</div>\n\n\n</article>\n</div>\n</body>\n</html>\n","type":0,"thumbnail":"","relate_stocks":{"LU0320764599.SGD":"FTIF - Templeton China A Acc SGD","BK4505":"高瓴资本持仓","NIO.SI":"蔚来","BK4581":"高盛持仓","BK4504":"桥水持仓","BK4099":"汽车制造商","BK4548":"巴美列捷福持仓","BK4532":"文艺复兴科技持仓","BK4531":"中概回港概念","BK4585":"ETF&股票定投概念","BK4534":"瑞士信贷持仓","BK4555":"新能源车","BK4509":"腾讯概念","LU0708995583.HKD":"TEMPLETON CHINA \"A\" (HKD) ACC","09866":"蔚来-SW","NIO":"蔚来","BK4526":"热门中概股","BK4588":"碎股","BK4574":"无人驾驶","LU0052750758.USD":"富兰克林中国基金A Acc"},"source_url":"https://investorplace.com/2024/02/3-reasons-why-its-time-to-hit-the-brakes-on-nio-stock/","is_english":true,"share_image_url":"https://static.laohu8.com/e9f99090a1c2ed51c021029395664489","article_id":"2409679704","content_text":"Nio happens to be a smaller player in a hypercompetitive market.The EV maker’s deliveries only grew by 30% in 2023 and have already begun 2024 on the wrong foot.Larger players like BYD will not only take market share away from NIO but are better equipped to handle a potential EV winter.Source: Michael Vi / Shutterstock.comAs the company continues to falter, it’s time to reevaluate any bullish Nio stock forecast. The Chinese EV market has become very competitive. So much so that it may be hard for Nio to compete in the future.Below are three reasons why I believe NIO is a sell.Nio Stock Forecast: Look at the CompetitionNIO is playing in a hypercompetitive space, and the company will need to grab market share from both smaller competitors like Xpeng and massive ones like BYD, the world’s top EV maker in 2023.In Q4 2023, BYD sold 526,409 electric vehicles, while Tesla sold 484,507. Moreover, BYD also dethroned Volkswagen as the number one selling car brand in China.It’s difficult to see how NIO will be able to tackle the market when much of the performance and sales is being generated by the largest major players.Unimpressive DeliveriesThe Chinese EV maker, NIO, has also experienced sluggish delivery growth in respective to its competitors. EV deliveries in 2023 came in at 160,038, up only 30% on a year-over-year basis. BYD, for example, saw a 62% surge in full year EV deliveries.XPeng also saw EV deliveries only climb 17% of the number from 2022, underscoring how difficult it is for smaller players to compete in the space.Not to mention, China is still going through an economic recovery, and folks are feeling risk averse in terms of spending. This will affect all EV makers operating in China, but it will likely impact the smaller, lesser-known players the most. Nio saw January deliveries plunge 44% from December, which already isn’t a good sign for the year.The EV Slump Could SmartThere has been much talk about the electric vehicle slump. It’s not just a phenomenon particular to China’s economic slowdown. Inflation and high interest rates in the West have done well to temper consumer sentiment.Analysts are predicting EV sales to struggle in 2024. Elon Musk, warned of slower growth in 2024 during Tesla’s earnings call.As said before, NIO will likely struggle if these larger players begin to see growth slowdown. At some point, the EV market will be dominated by just a few key players, and I doubt NIO will be one of them.","news_type":1},"isVote":1,"tweetType":1,"viewCount":34,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"EN","totalScore":0},{"id":9970330699,"gmtCreate":1683898102712,"gmtModify":1683898107127,"author":{"id":"4088135301967120","authorId":"4088135301967120","name":"King19","avatar":"https://static.laohu8.com/default-avatar.jpg","crmLevel":6,"crmLevelSwitch":0},"themes":[],"htmlText":"Goog","listText":"Goog","text":"Goog","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":15,"commentSize":0,"repostSize":0,"link":"https://ttm.financial/post/9970330699","repostId":"1199366607","repostType":2,"repost":{"id":"1199366607","pubTimestamp":1683894458,"share":"https://www.laohu8.com/m/news/1199366607?lang=&edition=full","pubTime":"2023-05-12 20:27","market":"us","language":"en","title":"ChatGPT Algorithm Shatters Expectations With 500% Return On Stock Investments","url":"https://stock-news.laohu8.com/highlight/detail?id=1199366607","media":"Techstory","summary":"In recent months, there has been an introduction of various artificial intelligence systems with div","content":"<html><head></head><body><p class=\"t-img-caption\"><img src=\"https://static.tigerbbs.com/aa7193bb27f6978e976de34598d2f8bc\" alt=\"\" title=\"\" tg-width=\"768\" tg-height=\"512\"/></p><p>In recent months, there has been an introduction of various artificial intelligence systems with diverse capabilities and capacities. OpenAI’s ChatGPT 3.5 and GPT-4, Google Bard, Bing, AutoGPT, BabyAGI, and other open-source and proprietary AIs are some of the examples available in the market.</p><p style=\"text-align: start;\">The AI systems mentioned have exhibited remarkable intelligence and capabilities that were once considered exclusive to human cognition. The usage of large language models in stock market analysis and forecast has been in discussions since the beginning of this AI trend.</p><p style=\"text-align: start;\">A finance professor at the University of Florida, Alejandro Lopez-Lira, conducted a recent study revealing that large language models, such as ChatGPT, can be highly valuable in predicting stock prices. In fact, ChatGPT achieved a remarkable 500% return in one investing model, surpassing conventional sentiment analysis models that are commonly utilized by hedge funds.</p><p style=\"text-align: start;\">Lopez-Lira utilized ChatGPT to analyze news headlines to determine whether they were favorable or unfavorable for a stock. The study discovered that ChatGPT’s forecasting ability to predict the direction of the next day’s returns was considerably better than random chance.</p><p class=\"t-img-caption\"><img src=\"https://static.tigerbbs.com/04e8bb1da54048e266875913c4d3f190\" title=\"\" tg-width=\"800\" tg-height=\"533\"/></p><p style=\"text-align: start;\">The experiment conducted by Alejandro Lopez-Lira highlights the potential of state-of-the-art artificial intelligence. The findings suggest that larger computational resources and improved datasets, such as those used to develop ChatGPT, can give rise to “emergent abilities” or capabilities that were not originally intended during the AI model’s development.</p><p style=\"text-align: start;\">This implies that the potential applications of these AI models could be much broader and more diverse than previously imagined, with possible implications for industries beyond finance.</p><p style=\"text-align: start;\">Lopez-Lira stated that ChatGPT’s ability to comprehend information intended for humans makes it highly likely that there will be return predictability, even if the market does not react in an ideal manner.</p><h3 style=\"text-align: start;\">METHOD OF STUDY AND FINDINGS</h3><p style=\"text-align: start;\">The researchers used a customized prompt to ask ChatGPT to assume the role of a financial expert with experience in stock recommendations and evaluate the impact of a given news headline on a company’s stock price in the short term.</p><p style=\"text-align: start;\">ChatGPT was asked to answer “YES” if the news is good for the stock price, “NO” if it is bad, or “UNKNOWN” if it is uncertain. The researchers then transformed ChatGPT’s recommendation into a score and run linear regressions of the next day’s returns on the ChatGPT score to test its predictive power.</p><p style=\"text-align: start;\">The prompt was specifically designed for financial analysis and asked ChatGPT to evaluate a given news headline and its potential impact on a company’s stock price in the short term.</p><p style=\"text-align: start;\">The researchers assumed that the headline contains sufficient information for an expert in the financial industry to assess its impact on the stock price reasonably. ChatGPT was then asked to explain its answer concisely in one sentence. The authors set a temperature of 0 to maximize the reproducibility of the results.</p><p style=\"text-align: start;\">The study shows that ChatGPT can provide recommendations for news headlines that are predictive of the next day’s stock returns. The ChatGPT score has a statistically significant relationship with the next day’s returns, indicating that the model can generate emergent abilities for financial analysis tasks.</p><p style=\"text-align: start;\">The researchers compared ChatGPT’s results to the sentiment score provided by a news curating company and found out that ChatGPT’s score is more predictive of the next day’s returns.</p><p class=\"t-img-caption\"><img src=\"https://static.tigerbbs.com/192320358bbcbaf611cfb1188e72eccb\" title=\"\" tg-width=\"2320\" tg-height=\"1346\"/></p><p style=\"text-align: start;\">The study’s conclusion asserts that ChatGPT exhibits superior performance compared to traditional sentiment analysis techniques provided by a prominent vendor.</p><p style=\"text-align: start;\">The research findings highlight the potential of large language models in financial economics and contribute to the expanding collection of literature on the applications of artificial intelligence and natural language processing in this field.</p><p style=\"text-align: start;\">In an interview with CNBC, Lopez-Lira stated that hedge funds had contacted him to gain further insights into his research. He also expressed his belief that ChatGPT’s capacity to anticipate stock price fluctuations might diminish in the future as more institutions begin to incorporate this technology.</p></body></html>","source":"lsy1638775714613","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>ChatGPT Algorithm Shatters Expectations With 500% Return On Stock Investments</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\">\nChatGPT Algorithm Shatters Expectations With 500% Return On Stock Investments\n</h2>\n\n<h4 class=\"meta\">\n\n\n2023-05-12 20:27 GMT+8&nbsp;&nbsp;&nbsp;<a href=https://techstory.in/chatgpt-algorithm-shatters-expectations-with-500-return-on-stock-investments/><strong>Techstory</strong></a>\n\n\n</h4>\n\n</header>\n<article>\n<div>\n<p>In recent months, there has been an introduction of various artificial intelligence systems with diverse capabilities and capacities. OpenAI’s ChatGPT 3.5 and GPT-4, Google Bard, Bing, AutoGPT, ...</p>\n\n<a href=\"https://techstory.in/chatgpt-algorithm-shatters-expectations-with-500-return-on-stock-investments/\">Web Link</a>\n\n</div>\n\n\n</article>\n</div>\n</body>\n</html>\n","type":0,"thumbnail":"","relate_stocks":{"MSFT":"微软","GOOG":"谷歌"},"source_url":"https://techstory.in/chatgpt-algorithm-shatters-expectations-with-500-return-on-stock-investments/","is_english":true,"share_image_url":"https://static.laohu8.com/e9f99090a1c2ed51c021029395664489","article_id":"1199366607","content_text":"In recent months, there has been an introduction of various artificial intelligence systems with diverse capabilities and capacities. OpenAI’s ChatGPT 3.5 and GPT-4, Google Bard, Bing, AutoGPT, BabyAGI, and other open-source and proprietary AIs are some of the examples available in the market.The AI systems mentioned have exhibited remarkable intelligence and capabilities that were once considered exclusive to human cognition. The usage of large language models in stock market analysis and forecast has been in discussions since the beginning of this AI trend.A finance professor at the University of Florida, Alejandro Lopez-Lira, conducted a recent study revealing that large language models, such as ChatGPT, can be highly valuable in predicting stock prices. In fact, ChatGPT achieved a remarkable 500% return in one investing model, surpassing conventional sentiment analysis models that are commonly utilized by hedge funds.Lopez-Lira utilized ChatGPT to analyze news headlines to determine whether they were favorable or unfavorable for a stock. The study discovered that ChatGPT’s forecasting ability to predict the direction of the next day’s returns was considerably better than random chance.The experiment conducted by Alejandro Lopez-Lira highlights the potential of state-of-the-art artificial intelligence. The findings suggest that larger computational resources and improved datasets, such as those used to develop ChatGPT, can give rise to “emergent abilities” or capabilities that were not originally intended during the AI model’s development.This implies that the potential applications of these AI models could be much broader and more diverse than previously imagined, with possible implications for industries beyond finance.Lopez-Lira stated that ChatGPT’s ability to comprehend information intended for humans makes it highly likely that there will be return predictability, even if the market does not react in an ideal manner.METHOD OF STUDY AND FINDINGSThe researchers used a customized prompt to ask ChatGPT to assume the role of a financial expert with experience in stock recommendations and evaluate the impact of a given news headline on a company’s stock price in the short term.ChatGPT was asked to answer “YES” if the news is good for the stock price, “NO” if it is bad, or “UNKNOWN” if it is uncertain. The researchers then transformed ChatGPT’s recommendation into a score and run linear regressions of the next day’s returns on the ChatGPT score to test its predictive power.The prompt was specifically designed for financial analysis and asked ChatGPT to evaluate a given news headline and its potential impact on a company’s stock price in the short term.The researchers assumed that the headline contains sufficient information for an expert in the financial industry to assess its impact on the stock price reasonably. ChatGPT was then asked to explain its answer concisely in one sentence. The authors set a temperature of 0 to maximize the reproducibility of the results.The study shows that ChatGPT can provide recommendations for news headlines that are predictive of the next day’s stock returns. The ChatGPT score has a statistically significant relationship with the next day’s returns, indicating that the model can generate emergent abilities for financial analysis tasks.The researchers compared ChatGPT’s results to the sentiment score provided by a news curating company and found out that ChatGPT’s score is more predictive of the next day’s returns.The study’s conclusion asserts that ChatGPT exhibits superior performance compared to traditional sentiment analysis techniques provided by a prominent vendor.The research findings highlight the potential of large language models in financial economics and contribute to the expanding collection of literature on the applications of artificial intelligence and natural language processing in this field.In an interview with CNBC, Lopez-Lira stated that hedge funds had contacted him to gain further insights into his research. He also expressed his belief that ChatGPT’s capacity to anticipate stock price fluctuations might diminish in the future as more institutions begin to incorporate this technology.","news_type":1},"isVote":1,"tweetType":1,"viewCount":30,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"EN","totalScore":0},{"id":9948662725,"gmtCreate":1680700817668,"gmtModify":1680702895895,"author":{"id":"4088135301967120","authorId":"4088135301967120","name":"King19","avatar":"https://static.laohu8.com/default-avatar.jpg","crmLevel":6,"crmLevelSwitch":0},"themes":[],"htmlText":"Indeed one should&nbsp;accumulate citi&nbsp;now even though the fools didn't state&nbsp;the fair value, target pricesetc...","listText":"Indeed one should&nbsp;accumulate citi&nbsp;now even though the fools didn't state&nbsp;the fair value, target pricesetc...","text":"Indeed one should accumulate citi now even though the fools didn't state the fair value, target pricesetc...","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":13,"commentSize":0,"repostSize":0,"link":"https://ttm.financial/post/9948662725","repostId":"2324872612","repostType":2,"repost":{"id":"2324872612","pubTimestamp":1680708426,"share":"https://www.laohu8.com/m/news/2324872612?lang=&edition=full","pubTime":"2023-04-05 23:27","market":"us","language":"en","title":"2 Warren Buffett Stocks That Look Like Bargains Now","url":"https://stock-news.laohu8.com/highlight/detail?id=2324872612","media":"Motley Fool","summary":"A long bear market pushed these stocks down to what looks like bargain pricing.","content":"<html><head></head><body><p>After living through a bear market for more than a year, opportunistic investors know some bargain stocks are out there just waiting to be found. Unfortunately, there isn&#39;t any surefire way to tell apart those destined to climb higher from those that will underperform.</p><p>For more than five decades, paying attention to the stocks Warren Buffett and his lieutenants buy for <strong>Berkshire Hathaway</strong>&#39;s (NYSE: BRK.A) (NYSE: BRK.B) equity portfolio has been a winning strategy for generating long-term gains. Shares of the holding company have risen at a rate of 19.6% annually since Buffett took the helm in 1965.</p><p>The recent implosion of Silicon Valley Bank (a subsidiary of <strong>SVB Financial</strong>) and <strong>Signature Bank</strong> caused banking stocks to fall across the board in March. Now, shares of <strong>Ally Financial</strong> and <strong>Citigroup</strong> are trading at bargain prices that are too good to ignore.</p><h2>Ally Financial</h2><p>Buffett famously loves banks because he knows people will always need a safe place to put their money. One bank that caught his eye last year was Ally Financial. This is an all-digital bank charging into the future, but it isn&#39;t an uncertain start-up. Ally began as the financial arm of <strong>General Motors</strong> more than a century ago.</p><p>At recent prices, the stock offers a 4.7% yield, and it could climb much higher. A lean, all-digital operating model allowed Ally Financial to raise its dividend payout by a whopping 131% over the past five years.</p><p>Despite rapidly cranking up its quarterly payout, Ally needed less than 15% of the free cash flow it generated last year to meet its commitment. That means there&#39;s plenty of room for new dividend raises even if earnings dip in response to an economic slowdown.</p><p>So far, Ally is weathering the storm. Fourth-quarter consumer auto originations fell about 16% year over year to $9.2 billion. Before reading too much into this decline, though, it&#39;s important to remember that stimulus checks caused auto sales to spike in 2021.</p><p>A recession could limit new loan originations, but each loan Ally originates now is earning significantly more. The estimated yield on new auto loans rose 2.6% year over year to 9.57% in the fourth quarter of 2022.</p><p>Last year, Ally Financial reported a healthy 14.4% return on equity. Despite impressive earnings power, it&#39;s trading for the low price of just 0.8 times its tangible book value. Buying the stock at this bargain valuation gives you a great chance to realize market-beating gains over the long run.</p><h2>Citigroup</h2><p>If you think Ally&#39;s trading at a low valuation for a bank stock, just wait until you hear about Citigroup. The stock sold off last month even though it&#39;s a &#34;too big to fail&#34; bank that&#39;s subject to strict capital requirements. Those capital requirements are designed to prevent the sort of bank runs that felled SVB Financial and Signature Bank.</p><p>Now you can buy shares of this systemically important bank for less than 0.6 times its tangible book value. Citigroup&#39;s trading at a low valuation because it&#39;s in the middle of a long transition following years of underperformance. In a nutshell, it&#39;s selling off its international consumer banking operations to streamline operations and focus on profits.</p><p>In the fourth quarter of 2022, Citigroup raised its tier 1 capital ratio to 13%, which is more than enough to satisfy regulators. Most systemically important banks distribute capital that exceeds regulatory requirements, but this bank is behaving extra-cautiously.</p><p>Citigroup is holding off on buybacks and dividend raises while it&#39;s in the middle of uncertain asset sales. Investors want to keep a close eye on the potential sale of its consumer bank in Mexico, Banco Nacional de México (Citibanamex), in a deal valued between $6 billion and $8 billion.</p><p>Completing the complicated Citibanamex sale could unleash a torrent of share buybacks. Adding some shares to your portfolio now looks like a reasonably safe way to generate market-beating returns over the long run.</p></body></html>","source":"fool_stock","collect":0,"html":"<!DOCTYPE html>\n<html>\n<head>\n<meta http-equiv=\"Content-Type\" content=\"text/html; charset=utf-8\" />\n<meta name=\"viewport\" content=\"width=device-width,initial-scale=1.0,minimum-scale=1.0,maximum-scale=1.0,user-scalable=no\"/>\n<meta name=\"format-detection\" content=\"telephone=no,email=no,address=no\" />\n<title>2 Warren Buffett Stocks That Look Like Bargains Now</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\">\n2 Warren Buffett Stocks That Look Like Bargains Now\n</h2>\n\n<h4 class=\"meta\">\n\n\n2023-04-05 23:27 GMT+8&nbsp;&nbsp;&nbsp;<a href=https://www.fool.com/investing/2023/04/04/3-warren-buffett-stocks-look-like-bargains-now/><strong>Motley Fool</strong></a>\n\n\n</h4>\n\n</header>\n<article>\n<div>\n<p>After living through a bear market for more than a year, opportunistic investors know some bargain stocks are out there just waiting to be found. Unfortunately, there isn't any surefire way to tell ...</p>\n\n<a href=\"https://www.fool.com/investing/2023/04/04/3-warren-buffett-stocks-look-like-bargains-now/\">Web Link</a>\n\n</div>\n\n\n</article>\n</div>\n</body>\n</html>\n","type":0,"thumbnail":"","relate_stocks":{"ALLY":"Ally Financial Inc.","C":"花旗"},"source_url":"https://www.fool.com/investing/2023/04/04/3-warren-buffett-stocks-look-like-bargains-now/","is_english":true,"share_image_url":"https://static.laohu8.com/e9f99090a1c2ed51c021029395664489","article_id":"2324872612","content_text":"After living through a bear market for more than a year, opportunistic investors know some bargain stocks are out there just waiting to be found. Unfortunately, there isn't any surefire way to tell apart those destined to climb higher from those that will underperform.For more than five decades, paying attention to the stocks Warren Buffett and his lieutenants buy for Berkshire Hathaway's (NYSE: BRK.A) (NYSE: BRK.B) equity portfolio has been a winning strategy for generating long-term gains. Shares of the holding company have risen at a rate of 19.6% annually since Buffett took the helm in 1965.The recent implosion of Silicon Valley Bank (a subsidiary of SVB Financial) and Signature Bank caused banking stocks to fall across the board in March. Now, shares of Ally Financial and Citigroup are trading at bargain prices that are too good to ignore.Ally FinancialBuffett famously loves banks because he knows people will always need a safe place to put their money. One bank that caught his eye last year was Ally Financial. This is an all-digital bank charging into the future, but it isn't an uncertain start-up. Ally began as the financial arm of General Motors more than a century ago.At recent prices, the stock offers a 4.7% yield, and it could climb much higher. A lean, all-digital operating model allowed Ally Financial to raise its dividend payout by a whopping 131% over the past five years.Despite rapidly cranking up its quarterly payout, Ally needed less than 15% of the free cash flow it generated last year to meet its commitment. That means there's plenty of room for new dividend raises even if earnings dip in response to an economic slowdown.So far, Ally is weathering the storm. Fourth-quarter consumer auto originations fell about 16% year over year to $9.2 billion. Before reading too much into this decline, though, it's important to remember that stimulus checks caused auto sales to spike in 2021.A recession could limit new loan originations, but each loan Ally originates now is earning significantly more. The estimated yield on new auto loans rose 2.6% year over year to 9.57% in the fourth quarter of 2022.Last year, Ally Financial reported a healthy 14.4% return on equity. Despite impressive earnings power, it's trading for the low price of just 0.8 times its tangible book value. Buying the stock at this bargain valuation gives you a great chance to realize market-beating gains over the long run.CitigroupIf you think Ally's trading at a low valuation for a bank stock, just wait until you hear about Citigroup. The stock sold off last month even though it's a \"too big to fail\" bank that's subject to strict capital requirements. Those capital requirements are designed to prevent the sort of bank runs that felled SVB Financial and Signature Bank.Now you can buy shares of this systemically important bank for less than 0.6 times its tangible book value. Citigroup's trading at a low valuation because it's in the middle of a long transition following years of underperformance. In a nutshell, it's selling off its international consumer banking operations to streamline operations and focus on profits.In the fourth quarter of 2022, Citigroup raised its tier 1 capital ratio to 13%, which is more than enough to satisfy regulators. Most systemically important banks distribute capital that exceeds regulatory requirements, but this bank is behaving extra-cautiously.Citigroup is holding off on buybacks and dividend raises while it's in the middle of uncertain asset sales. Investors want to keep a close eye on the potential sale of its consumer bank in Mexico, Banco Nacional de México (Citibanamex), in a deal valued between $6 billion and $8 billion.Completing the complicated Citibanamex sale could unleash a torrent of share buybacks. Adding some shares to your portfolio now looks like a reasonably safe way to generate market-beating returns over the long run.","news_type":1},"isVote":1,"tweetType":1,"viewCount":1,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"EN","totalScore":0},{"id":184117370093712,"gmtCreate":1685974374479,"gmtModify":1685974378781,"author":{"id":"4088135301967120","authorId":"4088135301967120","name":"King19","avatar":"https://static.laohu8.com/default-avatar.jpg","crmLevel":6,"crmLevelSwitch":0},"themes":[],"htmlText":"Have been buying... 👍","listText":"Have been buying... 👍","text":"Have been buying... 👍","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":11,"commentSize":0,"repostSize":0,"link":"https://ttm.financial/post/184117370093712","repostId":"2341040026","repostType":2,"isVote":1,"tweetType":1,"viewCount":57,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"EN","totalScore":0},{"id":183657891573880,"gmtCreate":1685859525619,"gmtModify":1685859529673,"author":{"id":"4088135301967120","authorId":"4088135301967120","name":"King19","avatar":"https://static.laohu8.com/default-avatar.jpg","crmLevel":6,"crmLevelSwitch":0},"themes":[],"htmlText":"Already run ahead of fundamentals yet still encouraging ppl to buy??&nbsp; Be fearful when others are greedy.... from who 🤔","listText":"Already run ahead of fundamentals yet still encouraging ppl to buy??&nbsp; Be fearful when others are greedy.... from who 🤔","text":"Already run ahead of fundamentals yet still encouraging ppl to buy?? Be fearful when others are greedy.... from who 🤔","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":9,"commentSize":1,"repostSize":0,"link":"https://ttm.financial/post/183657891573880","repostId":"2340074853","repostType":2,"repost":{"id":"2340074853","pubTimestamp":1685844404,"share":"https://www.laohu8.com/m/news/2340074853?lang=&edition=full","pubTime":"2023-06-04 10:06","market":"us","language":"en","title":"Nvidia Stock: More Upside Potential Despite Premium Valuation","url":"https://stock-news.laohu8.com/highlight/detail?id=2340074853","media":"Seekingalpha","summary":"SummaryAt a forward P/E of over 50, Nvidia Corporation is not cheaply valued.The buzz surrounding AI","content":"<html><head></head><body><h2 style=\"text-align: left;\">Summary</h2><ul><li><p>At a forward P/E of over 50, Nvidia Corporation is not cheaply valued.</p></li><li><p>The buzz surrounding AI has been the driving force behind Nvidia stock this year.</p></li><li><p>Nvidia recently made a groundbreaking announcement, unveiling its latest and most powerful AI chip, the GH200 Grace Hopper Superchip.</p></li><li><p>Nvidia&#39;s strategic partnerships with tech giants open up doors for future growth.</p></li><li><p>Much of the quantifiable growth has already been priced into Nvidia stock, but the earnings momentum is likely to take the stock much higher from here.</p></li></ul><p>Expensive stocks can remain expensive for an extended period of time. If investing in stocks was all about getting behind companies trading at cheap valuation multiples, it would have been difficult to lose money in the market. A seemingly undervalued company could be cheaply valued for a reason, ranging from a lack of growth potential to the absence of a catalyst to drive the stock price higher.</p><p>For a company that has already attracted premium valuation multiples in the market, such as <a href=\"https://laohu8.com/S/NVDA\">Nvidia Corporation</a>, it&#39;s all about momentum. With Nvidia being recognized as one of the biggest winners of the AI (artificial intelligence) revolution, it doesn&#39;t come as a surprise that NVDA stock has had a remarkable run this year, up 177%. At a forward P/E of over 50, the company is no longer cheaply valued, but I believe the stellar run is far from over as Nvidia is benefiting from strong earnings momentum.</p><h2>The AI Revolution and NVIDIA</h2><p>The optimism for Nvidia stems from the company’s robust revenue growth projections and the concerted efforts to ramp up the production of chips that would power the Artificial Intelligence revolution. This move is in response to the skyrocketing demand for AI technologies, which are revolutionizing various industries. Nvidia&#39;s ascension to the coveted status of a trillion-dollar company is an inevitable outcome, given the favorable market conditions facing the company. With its innovative products and the increasing adoption of AI-powered solutions, Nvidia is well-positioned to capitalize on the growing global demand for advanced chip technologies.</p><p>The world is currently experiencing a significant shift towards AI, with companies like Alphabet Inc. (GOOG) and Microsoft Corporation (MSFT) leading the charge. However, what many people may not realize is that the success of these companies is heavily reliant on a key player in the industry: Nvidia. As a leader in graphics processing units (GPUs) and AI technologies, Nvidia has emerged as a critical enabler of the AI revolution.</p><p>Nvidia&#39;s GPUs have become the go-to choice for AI-driven solutions. Notably, Nvidia’s GPUs played a vital role in the creation of OpenAI&#39;s ChatGPT, which was powered in part by Nvidia&#39;s high-performance computing accelerators. This success has not gone unnoticed by investors, who recognize the vital role that Nvidia plays in the AI landscape.</p><p>AI applications are increasingly being adopted in various industries including healthcare and autonomous vehicles. According to Statista, in 2021, AI in the healthcare market was worth around $11 billion worldwide. Grand View Research reports that AI&#39;s transformative impact on industries is set to continue, with an anticipated annual growth rate of 37.3% between 2023 and 2030. As companies grapple with labor shortages, an <a href=\"https://laohu8.com/S/IBM\">IBM</a> report reveals that 25% of them are turning to AI adoption as a solution. The potential of AI, particularly exemplified by ChatGPT, is highly regarded by business owners, with Forbes Advisor reporting that a staggering 97% of business owners believe this technology will benefit their businesses. The Forbes survey highlights that one in three businesses plan to utilize ChatGPT for website content creation, while 44% aim to generate content in multiple languages.</p><p>Furthermore, 64% of business owners have a positive outlook on AI&#39;s ability to enhance customer relationships, indicating its potential to improve client interactions. With over 60% of business owners anticipating increased productivity, 64% specifically believe that AI will enhance business productivity, and 42% expect streamlined job processes. These statistics underscore the growing recognition of AI&#39;s value in driving efficiency and success across various business domains.</p><p><strong>Exhibit 1: The use of AI in business operations</strong></p><p class=\"t-img-caption\"><img src=\"https://static.tigerbbs.com/214e6a2d9894546bad0c8785501534e0\" alt=\"Forbes Advisor\" title=\"Forbes Advisor\" tg-width=\"640\" tg-height=\"315\"/><span>Forbes Advisor</span></p><p>This growing adoption of AI has bolstered Nvidia&#39;s revenue prospects. The company has positioned itself to capitalize on this demand by introducing a range of new AI products and services. For example, Nvidia unveiled an AI supercomputer platform named DGX GH200, designed to assist tech companies in creating advanced AI models.</p><h2>Nvidia&#39;s Revolutionary GH200 Superchip</h2><p>Nvidia recently made a groundbreaking announcement, unveiling its latest and most powerful AI chip, the GH200 Grace Hopper Superchip, which has now entered full-scale production. The GH200 Superchip is designed to power cutting-edge systems that handle complex AI workloads, including advanced generative AI models. It combines Nvidia’s Arm-based Grace CPU and Hopper GPU architectures into a single chip, leveraging the NVLink-C2C interconnect technology developed by Nvidia. This remarkable chip offers an unprecedented total bandwidth of 900 gigabytes per second, seven times more than the standard PCIe Gen5 lanes in current leading accelerated computing systems. Additionally, the GH200 operates with five times less power consumption, enabling more efficient handling of demanding AI and high-powered computing applications.</p><p>The GH200 Superchip holds significant promise for generative AI workloads. One of the first systems to integrate the GH200 Superchip is Nvidia’s next-generation AI supercomputer, the DGX GH200, which offers a comprehensive full-stack software ecosystem tailored for AI and data analytics workloads. The software stack also incorporates Nvidia AI Enterprise, comprising over 100 AI frameworks, pre-trained models, and development tools, streamlining the production of generative AI, computer vision, speech AI, and other models.</p><p>Nvidia has already secured notable customers for the DGX GH200 AI supercomputers, including Google Cloud, <a href=\"https://laohu8.com/S/META\">Meta Platforms</a>, Inc. (META), and Microsoft. Additionally, Nvidia plans to make the DGX GH200 design available as a blueprint for cloud service providers to customize for their infrastructure.</p><p>The company will also deploy its own DGX GH200-based AI supercomputer, named Nvidia Helios, which combines the power of four DGX GH200 systems interconnected using Nvidia’s Quantum-2 Infiniband networking technology. Helios will incorporate an impressive total of 1,024 GH200 Superchips and is expected to become operational by the end of this year.</p><p>Furthermore, Nvidia’s server partners, including Quanta Computer Inc., ASUSTek Computer Inc., Cisco Systems, Inc. (CSCO), Dell Technologies Inc. (DELL), Hewlett Packard Enterprise Co. (HPE), and others, are already developing systems based on the GH200 Superchip. These partnerships are facilitated by the new Nvidia MGX server specification, a modular reference architecture enabling the creation of over 100 server variations based on Nvidia’s latest chip architecture. This specification is suitable for various AI, high-performance computing, and other workloads. By adopting the MGX specification, server makers can significantly reduce development costs by up to 75% and reduce development time by two-thirds, down to approximately six months.</p><h2>Advancing In New Sectors With Strategic Partnerships</h2><p>Nvidia recently announced several new partnerships that highlight its commitment to advancing AI technology in different sectors. One significant partnership is with <a href=\"https://laohu8.com/S/WPP.UK\">WPP</a> Plc (WPP), the world&#39;s largest advertising group, to leverage generative AI-enabled content for digital advertising. This collaboration aims to reduce the cost of producing advertising content by using AI and the metaverse. Nvidia Omniverse technology will enable WPP to create virtual representations of products, allowing for easy customization of ads and minimizing the need for expensive reshoots.</p><p><a href=\"https://laohu8.com/S/HUBS\">HubSpot</a> reports that the integration of AI technology into online marketing activities is widespread, with over 80% of industry experts utilizing some form of AI. In one survey, when asked about the main application areas of AI in marketing, approximately 50% of respondents from the U.S., Canada, the UK, and India identified ad targeting as a primary area where AI could be utilized. This indicates the significant role AI will play in optimizing advertising strategies and reaching targeted audiences effectively in the future.</p><p>In addition, Nvidia is partnering with MediaTek, a semiconductor company, to develop technology for advanced vehicle infotainment systems. This collaboration will integrate Nvidia’s graphic processing unit chiplet and software into MediaTek&#39;s system-on-chips for automakers&#39; infotainment displays. The resulting system will enable features like video streaming, gaming, and AI-powered interactions with drivers. It will also be compatible with automated driving systems based on Nvidia technology.</p><p>Nvidia&#39;s CEO Jensen Huang recently emphasized the importance of strong, long-term partnerships in the automotive industry, as car makers typically have long product cycles. By joining forces, Nvidia and MediaTek aim to provide chips that can power every segment of a car, meeting the increasing complexity of in-vehicle displays and entertainment systems. This partnership expands Nvidia’s reach in the automotive industry, with a particular focus on infotainment system-on-chips. According to Precedence Research, the global automotive Artificial Intelligence market will be valued at $19.1 billion by 2030, growing at a CAGR of 23.3% from 2022 to 2030.</p><p><strong>Exhibit 2: Automotive AI market size</strong></p><p class=\"t-img-caption\"><img src=\"https://static.tigerbbs.com/4fb4c25914d63550780f1492a5c56d7a\" alt=\"Precedence Research\" title=\"Precedence Research\" tg-width=\"640\" tg-height=\"377\"/><span>Precedence Research</span></p><p>While Nvidia has concentrated on premium brands like Mercedes-Benz and Jaguar Land Rover so far, MediaTek&#39;s strength in mobile connectivity and Android systems allows the company to serve lower-priced, mass-market vehicle lines. The collaboration with MediaTek enables Nvidia to access a $12 billion market.</p><h2>Building Supercomputers</h2><p>Nvidia is making significant strides in the development of supercomputers to meet the growing demand for AI applications. Recognizing the need for powerful computing capabilities, the company is not only providing equipment for data centers but also constructing its own supercomputers, including two in Taiwan. Additionally, Nvidia has introduced Spectrum X to address the challenges with the speed of data transfers within data centers. This is a networking system that utilizes technology obtained through the acquisition of Mellanox Technologies in 2019. By optimizing data transfer speeds, Spectrum X aims to enhance AI performance within data centers. Nvidia is currently constructing a data center in Israel to showcase the effectiveness of this technology and recently announced the development of Israel&#39;s most powerful AI supercomputer, named Israel-1. With an estimated performance capability of up to eight exaflops, Israel-1 is expected to become one of the world&#39;s fastest AI supercomputers. To put this into perspective, one exaflop can perform a staggering one quintillion calculations per second. Nvidia recognizes the importance of AI in today&#39;s world and believes that large GPUs are crucial for the development of AI and generative AI applications.</p><p>The significance of generative AI is widespread, and the demand for running training processes on large datasets is rapidly increasing. By providing access to a high-performance supercomputer, Israeli companies will be empowered to conduct training more efficiently and tackle complex problems. Nvidia&#39;s focus on supercomputers extends beyond Israel. The company has collaborated with the University of Bristol in the United Kingdom to develop a new supercomputer using a cutting-edge Nvidia chip, positioning it as a competitor to Intel Corporation (INTC) and Advanced Micro Devices, Inc (AMD).</p><p>As Nvidia continues to push the boundaries of computing power and AI capabilities, its efforts in supercomputer development serve as a testament to its commitment to meeting the evolving needs of AI applications.</p><h2>The Strong Earnings Momentum</h2><p>At Beat Billions, we believe earnings surprises and earnings revisions play an important role in determining long-term stock prices. In the last 90 days, Wall Street estimates for Nvidia&#39;s fiscal 2024 estimates have been boosted 31 times against no down revisions. As illustrated below, expected earnings for the next couple of fiscal years have spiked with analysts incorporating the potential impact of the AI boom on Nvidia&#39;s earnings in their valuation models.</p><p><strong>Exhibit 3: Earnings revision trends</strong></p><p class=\"t-img-caption\"><img src=\"https://static.tigerbbs.com/aeaf4623fd26ab146844557323c5b5a7\" alt=\"Seeking Alpha\" title=\"Seeking Alpha\" tg-width=\"640\" tg-height=\"186\"/><span>Seeking Alpha</span></p><p>With earnings revisions continuing to trend favorably, I believe NVDA stock will gather momentum to hit new highs in the coming months.</p><h2>Takeaway</h2><p>Nvidia Corporation is transforming from a manufacturer of computer graphics chips to a central player in the AI boom. Nvidia’s exponential growth in the AI sector has solidified its position as a key player in the AI revolution, enabling the company to help in the transformation of several industries and shaping the future of computing.</p><p>The recent introduction of the GH200 Superchip signifies a monumental breakthrough in AI chip technology, empowering the next generation of AI systems with unmatched performance and efficiency. I believe much of the quantifiable growth has already been priced into Nvidia Corporation stock, but the earnings momentum is likely to take the stock much higher from here before we have new data to work with.</p><p>Editor&#39;s Note: This article discusses one or more securities that do not trade on a major U.S. exchange. Please be aware of the risks associated with these stocks.</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>Nvidia Stock: More Upside Potential Despite Premium 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\">\nNvidia Stock: More Upside Potential Despite Premium Valuation\n</h2>\n\n<h4 class=\"meta\">\n\n\n2023-06-04 10:06 GMT+8&nbsp;&nbsp;&nbsp;<a href=https://seekingalpha.com/article/4609051-nvidia-stock-more-upside-potential-despite-premium-valuation><strong>Seekingalpha</strong></a>\n\n\n</h4>\n\n</header>\n<article>\n<div>\n<p>SummaryAt a forward P/E of over 50, Nvidia Corporation is not cheaply valued.The buzz surrounding AI has been the driving force behind Nvidia stock this year.Nvidia recently made a groundbreaking ...</p>\n\n<a href=\"https://seekingalpha.com/article/4609051-nvidia-stock-more-upside-potential-despite-premium-valuation\">Web Link</a>\n\n</div>\n\n\n</article>\n</div>\n</body>\n</html>\n","type":0,"thumbnail":"","relate_stocks":{"NVDA":"英伟达"},"source_url":"https://seekingalpha.com/article/4609051-nvidia-stock-more-upside-potential-despite-premium-valuation","is_english":true,"share_image_url":"https://static.laohu8.com/5a36db9d73b4222bc376d24ccc48c8a4","article_id":"2340074853","content_text":"SummaryAt a forward P/E of over 50, Nvidia Corporation is not cheaply valued.The buzz surrounding AI has been the driving force behind Nvidia stock this year.Nvidia recently made a groundbreaking announcement, unveiling its latest and most powerful AI chip, the GH200 Grace Hopper Superchip.Nvidia's strategic partnerships with tech giants open up doors for future growth.Much of the quantifiable growth has already been priced into Nvidia stock, but the earnings momentum is likely to take the stock much higher from here.Expensive stocks can remain expensive for an extended period of time. If investing in stocks was all about getting behind companies trading at cheap valuation multiples, it would have been difficult to lose money in the market. A seemingly undervalued company could be cheaply valued for a reason, ranging from a lack of growth potential to the absence of a catalyst to drive the stock price higher.For a company that has already attracted premium valuation multiples in the market, such as Nvidia Corporation, it's all about momentum. With Nvidia being recognized as one of the biggest winners of the AI (artificial intelligence) revolution, it doesn't come as a surprise that NVDA stock has had a remarkable run this year, up 177%. At a forward P/E of over 50, the company is no longer cheaply valued, but I believe the stellar run is far from over as Nvidia is benefiting from strong earnings momentum.The AI Revolution and NVIDIAThe optimism for Nvidia stems from the company’s robust revenue growth projections and the concerted efforts to ramp up the production of chips that would power the Artificial Intelligence revolution. This move is in response to the skyrocketing demand for AI technologies, which are revolutionizing various industries. Nvidia's ascension to the coveted status of a trillion-dollar company is an inevitable outcome, given the favorable market conditions facing the company. With its innovative products and the increasing adoption of AI-powered solutions, Nvidia is well-positioned to capitalize on the growing global demand for advanced chip technologies.The world is currently experiencing a significant shift towards AI, with companies like Alphabet Inc. (GOOG) and Microsoft Corporation (MSFT) leading the charge. However, what many people may not realize is that the success of these companies is heavily reliant on a key player in the industry: Nvidia. As a leader in graphics processing units (GPUs) and AI technologies, Nvidia has emerged as a critical enabler of the AI revolution.Nvidia's GPUs have become the go-to choice for AI-driven solutions. Notably, Nvidia’s GPUs played a vital role in the creation of OpenAI's ChatGPT, which was powered in part by Nvidia's high-performance computing accelerators. This success has not gone unnoticed by investors, who recognize the vital role that Nvidia plays in the AI landscape.AI applications are increasingly being adopted in various industries including healthcare and autonomous vehicles. According to Statista, in 2021, AI in the healthcare market was worth around $11 billion worldwide. Grand View Research reports that AI's transformative impact on industries is set to continue, with an anticipated annual growth rate of 37.3% between 2023 and 2030. As companies grapple with labor shortages, an IBM report reveals that 25% of them are turning to AI adoption as a solution. The potential of AI, particularly exemplified by ChatGPT, is highly regarded by business owners, with Forbes Advisor reporting that a staggering 97% of business owners believe this technology will benefit their businesses. The Forbes survey highlights that one in three businesses plan to utilize ChatGPT for website content creation, while 44% aim to generate content in multiple languages.Furthermore, 64% of business owners have a positive outlook on AI's ability to enhance customer relationships, indicating its potential to improve client interactions. With over 60% of business owners anticipating increased productivity, 64% specifically believe that AI will enhance business productivity, and 42% expect streamlined job processes. These statistics underscore the growing recognition of AI's value in driving efficiency and success across various business domains.Exhibit 1: The use of AI in business operationsForbes AdvisorThis growing adoption of AI has bolstered Nvidia's revenue prospects. The company has positioned itself to capitalize on this demand by introducing a range of new AI products and services. For example, Nvidia unveiled an AI supercomputer platform named DGX GH200, designed to assist tech companies in creating advanced AI models.Nvidia's Revolutionary GH200 SuperchipNvidia recently made a groundbreaking announcement, unveiling its latest and most powerful AI chip, the GH200 Grace Hopper Superchip, which has now entered full-scale production. The GH200 Superchip is designed to power cutting-edge systems that handle complex AI workloads, including advanced generative AI models. It combines Nvidia’s Arm-based Grace CPU and Hopper GPU architectures into a single chip, leveraging the NVLink-C2C interconnect technology developed by Nvidia. This remarkable chip offers an unprecedented total bandwidth of 900 gigabytes per second, seven times more than the standard PCIe Gen5 lanes in current leading accelerated computing systems. Additionally, the GH200 operates with five times less power consumption, enabling more efficient handling of demanding AI and high-powered computing applications.The GH200 Superchip holds significant promise for generative AI workloads. One of the first systems to integrate the GH200 Superchip is Nvidia’s next-generation AI supercomputer, the DGX GH200, which offers a comprehensive full-stack software ecosystem tailored for AI and data analytics workloads. The software stack also incorporates Nvidia AI Enterprise, comprising over 100 AI frameworks, pre-trained models, and development tools, streamlining the production of generative AI, computer vision, speech AI, and other models.Nvidia has already secured notable customers for the DGX GH200 AI supercomputers, including Google Cloud, Meta Platforms, Inc. (META), and Microsoft. Additionally, Nvidia plans to make the DGX GH200 design available as a blueprint for cloud service providers to customize for their infrastructure.The company will also deploy its own DGX GH200-based AI supercomputer, named Nvidia Helios, which combines the power of four DGX GH200 systems interconnected using Nvidia’s Quantum-2 Infiniband networking technology. Helios will incorporate an impressive total of 1,024 GH200 Superchips and is expected to become operational by the end of this year.Furthermore, Nvidia’s server partners, including Quanta Computer Inc., ASUSTek Computer Inc., Cisco Systems, Inc. (CSCO), Dell Technologies Inc. (DELL), Hewlett Packard Enterprise Co. (HPE), and others, are already developing systems based on the GH200 Superchip. These partnerships are facilitated by the new Nvidia MGX server specification, a modular reference architecture enabling the creation of over 100 server variations based on Nvidia’s latest chip architecture. This specification is suitable for various AI, high-performance computing, and other workloads. By adopting the MGX specification, server makers can significantly reduce development costs by up to 75% and reduce development time by two-thirds, down to approximately six months.Advancing In New Sectors With Strategic PartnershipsNvidia recently announced several new partnerships that highlight its commitment to advancing AI technology in different sectors. One significant partnership is with WPP Plc (WPP), the world's largest advertising group, to leverage generative AI-enabled content for digital advertising. This collaboration aims to reduce the cost of producing advertising content by using AI and the metaverse. Nvidia Omniverse technology will enable WPP to create virtual representations of products, allowing for easy customization of ads and minimizing the need for expensive reshoots.HubSpot reports that the integration of AI technology into online marketing activities is widespread, with over 80% of industry experts utilizing some form of AI. In one survey, when asked about the main application areas of AI in marketing, approximately 50% of respondents from the U.S., Canada, the UK, and India identified ad targeting as a primary area where AI could be utilized. This indicates the significant role AI will play in optimizing advertising strategies and reaching targeted audiences effectively in the future.In addition, Nvidia is partnering with MediaTek, a semiconductor company, to develop technology for advanced vehicle infotainment systems. This collaboration will integrate Nvidia’s graphic processing unit chiplet and software into MediaTek's system-on-chips for automakers' infotainment displays. The resulting system will enable features like video streaming, gaming, and AI-powered interactions with drivers. It will also be compatible with automated driving systems based on Nvidia technology.Nvidia's CEO Jensen Huang recently emphasized the importance of strong, long-term partnerships in the automotive industry, as car makers typically have long product cycles. By joining forces, Nvidia and MediaTek aim to provide chips that can power every segment of a car, meeting the increasing complexity of in-vehicle displays and entertainment systems. This partnership expands Nvidia’s reach in the automotive industry, with a particular focus on infotainment system-on-chips. According to Precedence Research, the global automotive Artificial Intelligence market will be valued at $19.1 billion by 2030, growing at a CAGR of 23.3% from 2022 to 2030.Exhibit 2: Automotive AI market sizePrecedence ResearchWhile Nvidia has concentrated on premium brands like Mercedes-Benz and Jaguar Land Rover so far, MediaTek's strength in mobile connectivity and Android systems allows the company to serve lower-priced, mass-market vehicle lines. The collaboration with MediaTek enables Nvidia to access a $12 billion market.Building SupercomputersNvidia is making significant strides in the development of supercomputers to meet the growing demand for AI applications. Recognizing the need for powerful computing capabilities, the company is not only providing equipment for data centers but also constructing its own supercomputers, including two in Taiwan. Additionally, Nvidia has introduced Spectrum X to address the challenges with the speed of data transfers within data centers. This is a networking system that utilizes technology obtained through the acquisition of Mellanox Technologies in 2019. By optimizing data transfer speeds, Spectrum X aims to enhance AI performance within data centers. Nvidia is currently constructing a data center in Israel to showcase the effectiveness of this technology and recently announced the development of Israel's most powerful AI supercomputer, named Israel-1. With an estimated performance capability of up to eight exaflops, Israel-1 is expected to become one of the world's fastest AI supercomputers. To put this into perspective, one exaflop can perform a staggering one quintillion calculations per second. Nvidia recognizes the importance of AI in today's world and believes that large GPUs are crucial for the development of AI and generative AI applications.The significance of generative AI is widespread, and the demand for running training processes on large datasets is rapidly increasing. By providing access to a high-performance supercomputer, Israeli companies will be empowered to conduct training more efficiently and tackle complex problems. Nvidia's focus on supercomputers extends beyond Israel. The company has collaborated with the University of Bristol in the United Kingdom to develop a new supercomputer using a cutting-edge Nvidia chip, positioning it as a competitor to Intel Corporation (INTC) and Advanced Micro Devices, Inc (AMD).As Nvidia continues to push the boundaries of computing power and AI capabilities, its efforts in supercomputer development serve as a testament to its commitment to meeting the evolving needs of AI applications.The Strong Earnings MomentumAt Beat Billions, we believe earnings surprises and earnings revisions play an important role in determining long-term stock prices. In the last 90 days, Wall Street estimates for Nvidia's fiscal 2024 estimates have been boosted 31 times against no down revisions. As illustrated below, expected earnings for the next couple of fiscal years have spiked with analysts incorporating the potential impact of the AI boom on Nvidia's earnings in their valuation models.Exhibit 3: Earnings revision trendsSeeking AlphaWith earnings revisions continuing to trend favorably, I believe NVDA stock will gather momentum to hit new highs in the coming months.TakeawayNvidia Corporation is transforming from a manufacturer of computer graphics chips to a central player in the AI boom. Nvidia’s exponential growth in the AI sector has solidified its position as a key player in the AI revolution, enabling the company to help in the transformation of several industries and shaping the future of computing.The recent introduction of the GH200 Superchip signifies a monumental breakthrough in AI chip technology, empowering the next generation of AI systems with unmatched performance and efficiency. I believe much of the quantifiable growth has already been priced into Nvidia Corporation stock, but the earnings momentum is likely to take the stock much higher from here before we have new data to work with.Editor's Note: This article discusses one or more securities that do not trade on a major U.S. exchange. Please be aware of the risks associated with these stocks.","news_type":1},"isVote":1,"tweetType":1,"viewCount":69,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"EN","totalScore":0},{"id":9940173346,"gmtCreate":1677772941685,"gmtModify":1677772944443,"author":{"id":"4088135301967120","authorId":"4088135301967120","name":"King19","avatar":"https://static.laohu8.com/default-avatar.jpg","crmLevel":6,"crmLevelSwitch":0},"themes":[],"htmlText":"Lol","listText":"Lol","text":"Lol","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":11,"commentSize":0,"repostSize":0,"link":"https://ttm.financial/post/9940173346","repostId":"1189584083","repostType":2,"repost":{"id":"1189584083","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":1677770936,"share":"https://www.laohu8.com/m/news/1189584083?lang=&edition=full","pubTime":"2023-03-02 23:28","market":"us","language":"en","title":"Top Calls on Wall Street: Apple, Tesla, Microsoft, NIO, Nvidia, AMD and More","url":"https://stock-news.laohu8.com/highlight/detail?id=1189584083","media":"Tiger Newspress","summary":"Here are Thursday’s biggest calls on Wall Street:Credit Suisse names Microsoft a top pickCredit Suis","content":"<html><head></head><body><p>Here are Thursday’s biggest calls on Wall Street:</p><h2>Credit Suisse names Microsoft a top pick</h2><p>Credit Suisse said Microsoft is a key beneficiary of AI.</p><blockquote>“Within US Software, MSFT is our Top Pick and we are adding it to the CS Top Pick List following an extensive assessment of MSFT’s potential paths of monetization.”</blockquote><h2>Roth MKM initiates Getaround as buy</h2><p>Roth initiated the car sharing company and said it’s “a digital platform for the mass population of idle vehicles.”</p><blockquote>“With vehicles idly parked approximately 95% of the time, GETR’s 100% digital, frictionless car-sharing technology platform serves as a springboard capable of maximizing utilization of approximately 1.2B legacy cars.”</blockquote><h2>RBC initiates Moderna as outperform</h2><p>RBC said in its initiation of Moderna that it’s a “cancer vaccine believer.”</p><blockquote>“We think COVID cliff and its near-term impact to the P&amp;L is well appreciated given $5b guided 2023 revenue floor, CDC numbers framing how volume is evolving and price, new variants and compliance offering potential upside.”</blockquote><h2>JPMorgan downgrades Nio to neutral from overweight</h2><p>JPMorgan said it sees too many challenges after Nio’s earnings report on Wednesday.</p><blockquote>“We believe the stock will likely trade sideways in the near term and we would reassess a potential inflection point in mid-late 2Q23, depending on the magnitude of sequential volume and margin improvement where we are directionally positive yet cautious given street expectations are too high, which leaves surprise bias more to the downside than upside, in our view.”</blockquote><h2>JPMorgan downgrades Dollar Tree to neutral from overweight</h2><p>JPMorgan said it sees too many macro headwinds for the discount retailer.</p><blockquote>“We downgrade DLTR to Neutral. Multi-year, we see DLTR returning to a double-digit EPS “compounder” with top- and bottom-line drivers in place at the core DT banner (with DT Plus roll-out incremental) and stabilization at the Family Dollar concept.”</blockquote><h2>JPMorgan downgrades Silvergate to underweight from neutral</h2><p>JPMorgan said in its downgrade of the crypto bank that it sees too much “downside risk” for shares of Silvergate.</p><blockquote>“Downgrade to UW; Further Downside Risk with the Ability to Continue as a Going Concern Now Cited.”</blockquote><h2>Bank of America reiterates Lowe’s as buy</h2><p>Bank of America said it’s standing by shares of the home improvement retailer after its earnings report on Wednesday.</p><blockquote>“The concept of Lowe’s ‘closing the gap’ in its same-store sales growth and operating margin with that of Home Depot is another key element of the investment thesis.”</blockquote><h2>Morgan Stanley upgrades Pinduoduo to overweight from equal weight</h2><p>Morgan Stanley said the ag-tech company is a “long-term growth story.”</p><blockquote>“PDD benefits from the long-term consumption trend given its ‘low price’ user mind-share, and its expansion of branded product coverage supports above-industry growth, making it a structural growth stock in China e-commerce.”</blockquote><h2>Citi adds a positive catalyst watch on Lockheed Martin</h2><p>Citi opened a positive catalyst watch on the stock and says it’s beneficiary of the defense budget in Congress.</p><blockquote>“We open a 90-day catalyst watch on our Buy-rated defense names, including GD, LDOS, LMT and SAIC, ahead of the introduction of the FY24 budget later this month and the beginning of both committee mark-ups on spending bills in Congress and Debt Ceiling negotiations between House Republicans and the Biden Administration.”</blockquote><h2>Goldman Sachs reiterates Tesla as buy</h2><p>Goldman said Tesla’s investor day on Wednesday should give shareholders even more confidence in the automaker’s strategy.</p><blockquote>“The bottom line is that we believe the event should increase investor confidence inTesla’sability to reduce costs by ~50% with its next generation platform, given the breadth and depth of Tesla’s team and how its vertically integrated model allows it to optimize on both cost and performance criteria.”</blockquote><h2>Raymond James resumes Nvidia and Advanced Micro Devices as strong buy</h2><p>Raymond James resumed coverage ofNvidiaand said it’s a leader in the race to AI. The firm also saidAMDis an “underappreciated” AI play.</p><blockquote>“Nvidia Corporation is the undisputed leader in AI/ML and arguably has the best autonomous driving solutions. ... .Advanced Micro Devices, Inc. is an underappreciated play on AI/ML, in our view.”</blockquote><h2>Barclays initiates Carlyle Group and KKR as overweight</h2><p>Barclays said KKR is an “attractive” long-term growth story. The firm also initiated Carlyle group and says it’s “undervalued.”</p><blockquote>“We initiate coverage of CG (PT $41) and KKR (PT $69), both at Overweight. CG has been a challenged story, but we see it as undervalued and think the ongoing mix shift away from PE can help valuation over time. KKR we see as an attractive long-term grower with ample scaling opportunities and lower near-term fundraising risk.”</blockquote><h2>Goldman Sachs reiterates Salesforce as buy</h2><p>Goldman said it’s standing by shares of Salesforce after the company’s earnings report on Wednesday.</p><blockquote>“F4Q23 should change the narrative towards the path to profitable growth and reinforce our belief (articulated last week) that CRM is at an inflection point that can vault it into the upper echelons of highly valued tech companies.”</blockquote><h2>Jefferies reiterates Apple as buy</h2><p>Jefferies said its survey checks show limited impact from economic uncertainty.</p><blockquote>“Our analysis of web traffic globally indicates that Apple is seeing a limited impact from macro-related pressure through January.”</blockquote><h2>TD Cowen upgrades Okta to outperform from market perform</h2><p>TD Cowen said in its upgrade of the stock that stability has been “restored.”</p><blockquote>“We are upgrading OKTA to Outperform raising our PT to $100 from $70. Our upgrade is based on: 1) Strong FQ4 results and improved FY24 guidance; 2) Focus shifting to profitable growth as FY24 operating &amp; FCF margin should dramatically expand on the heels of prior &amp; expected disciplined cost mgmt.”</blockquote><h2>Citi reiterates Disney as buy</h2><p>Citi said in a note to clients that Disney could sell its stake in Hulu.</p><blockquote>“We believe Disney may sell its 67% stake in Hulu. In parallel, we suspect Disney may secure the distribution rights to two Marvel characters held by Comcast (Hulk and Namor).”</blockquote><h2>Morgan Stanley reiterates Liberty Formula One as overweight</h2><p>Morgan Stanley said it’s bullish on shares of the auto racing company.</p><blockquote>“We believe F1 is the fastest growing global sport and that growth is expected to drive 10-15% adjusted EBITDA CAGR from 2022 to 2026.”</blockquote><h2>Morgan Stanley reiterates Tesla as overweight</h2><p>Morgan Stanley said competitors can’t keep up after Tesla’s investor day on Wednesday.</p><blockquote>“In a race to the bottom, we seriously question how the competition can keep up.”</blockquote><h2>Needham upgrades Salesforce to buy from hold</h2><p>Needham said after several years on the sideline that investors should buy the stock now.</p><blockquote>“Six years on the sidelines is a long time in our universe but here we are, upgradingCRMto Buy as we believe its FY24 profitability guidance better aligns its cost structure with its intermediate term growth outlook.”</blockquote></body></html>","collect":0,"html":"<!DOCTYPE html>\n<html>\n<head>\n<meta http-equiv=\"Content-Type\" content=\"text/html; 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overflow: hidden}\n.head .h-thumb { width: 30px; height: 30px; margin: 0; padding: 0; border-radius: 50%; float: left;}\n.head .h-content { margin: 0; padding: 0 0 0 9px; float: left;}\n.head .h-name {font-size: 13px; color: #eee; margin: 0;}\n.head .h-time {font-size: 11px; color: #7E829C; margin: 0;line-height: 11px;}\n.small {font-size: 12.5px; display: inline-block; transform: scale(0.9); -webkit-transform: scale(0.9); transform-origin: left; -webkit-transform-origin: left;}\n.smaller {font-size: 12.5px; display: inline-block; transform: scale(0.8); -webkit-transform: scale(0.8); transform-origin: left; -webkit-transform-origin: left;}\n.bt-text {font-size: 12px;margin: 1.5em 0 0 0}\n.bt-text p {margin: 0}\n</style>\n</head>\n<body>\n<div class=\"wrapper\">\n<header>\n<h2 class=\"title\">\nTop Calls on Wall Street: Apple, Tesla, Microsoft, NIO, Nvidia, AMD and More\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\">2023-03-02 23:28</p>\n</div>\n\n</a>\n\n\n</h4>\n\n</header>\n<article>\n<html><head></head><body><p>Here are Thursday’s biggest calls on Wall Street:</p><h2>Credit Suisse names Microsoft a top pick</h2><p>Credit Suisse said Microsoft is a key beneficiary of AI.</p><blockquote>“Within US Software, MSFT is our Top Pick and we are adding it to the CS Top Pick List following an extensive assessment of MSFT’s potential paths of monetization.”</blockquote><h2>Roth MKM initiates Getaround as buy</h2><p>Roth initiated the car sharing company and said it’s “a digital platform for the mass population of idle vehicles.”</p><blockquote>“With vehicles idly parked approximately 95% of the time, GETR’s 100% digital, frictionless car-sharing technology platform serves as a springboard capable of maximizing utilization of approximately 1.2B legacy cars.”</blockquote><h2>RBC initiates Moderna as outperform</h2><p>RBC said in its initiation of Moderna that it’s a “cancer vaccine believer.”</p><blockquote>“We think COVID cliff and its near-term impact to the P&amp;L is well appreciated given $5b guided 2023 revenue floor, CDC numbers framing how volume is evolving and price, new variants and compliance offering potential upside.”</blockquote><h2>JPMorgan downgrades Nio to neutral from overweight</h2><p>JPMorgan said it sees too many challenges after Nio’s earnings report on Wednesday.</p><blockquote>“We believe the stock will likely trade sideways in the near term and we would reassess a potential inflection point in mid-late 2Q23, depending on the magnitude of sequential volume and margin improvement where we are directionally positive yet cautious given street expectations are too high, which leaves surprise bias more to the downside than upside, in our view.”</blockquote><h2>JPMorgan downgrades Dollar Tree to neutral from overweight</h2><p>JPMorgan said it sees too many macro headwinds for the discount retailer.</p><blockquote>“We downgrade DLTR to Neutral. Multi-year, we see DLTR returning to a double-digit EPS “compounder” with top- and bottom-line drivers in place at the core DT banner (with DT Plus roll-out incremental) and stabilization at the Family Dollar concept.”</blockquote><h2>JPMorgan downgrades Silvergate to underweight from neutral</h2><p>JPMorgan said in its downgrade of the crypto bank that it sees too much “downside risk” for shares of Silvergate.</p><blockquote>“Downgrade to UW; Further Downside Risk with the Ability to Continue as a Going Concern Now Cited.”</blockquote><h2>Bank of America reiterates Lowe’s as buy</h2><p>Bank of America said it’s standing by shares of the home improvement retailer after its earnings report on Wednesday.</p><blockquote>“The concept of Lowe’s ‘closing the gap’ in its same-store sales growth and operating margin with that of Home Depot is another key element of the investment thesis.”</blockquote><h2>Morgan Stanley upgrades Pinduoduo to overweight from equal weight</h2><p>Morgan Stanley said the ag-tech company is a “long-term growth story.”</p><blockquote>“PDD benefits from the long-term consumption trend given its ‘low price’ user mind-share, and its expansion of branded product coverage supports above-industry growth, making it a structural growth stock in China e-commerce.”</blockquote><h2>Citi adds a positive catalyst watch on Lockheed Martin</h2><p>Citi opened a positive catalyst watch on the stock and says it’s beneficiary of the defense budget in Congress.</p><blockquote>“We open a 90-day catalyst watch on our Buy-rated defense names, including GD, LDOS, LMT and SAIC, ahead of the introduction of the FY24 budget later this month and the beginning of both committee mark-ups on spending bills in Congress and Debt Ceiling negotiations between House Republicans and the Biden Administration.”</blockquote><h2>Goldman Sachs reiterates Tesla as buy</h2><p>Goldman said Tesla’s investor day on Wednesday should give shareholders even more confidence in the automaker’s strategy.</p><blockquote>“The bottom line is that we believe the event should increase investor confidence inTesla’sability to reduce costs by ~50% with its next generation platform, given the breadth and depth of Tesla’s team and how its vertically integrated model allows it to optimize on both cost and performance criteria.”</blockquote><h2>Raymond James resumes Nvidia and Advanced Micro Devices as strong buy</h2><p>Raymond James resumed coverage ofNvidiaand said it’s a leader in the race to AI. The firm also saidAMDis an “underappreciated” AI play.</p><blockquote>“Nvidia Corporation is the undisputed leader in AI/ML and arguably has the best autonomous driving solutions. ... .Advanced Micro Devices, Inc. is an underappreciated play on AI/ML, in our view.”</blockquote><h2>Barclays initiates Carlyle Group and KKR as overweight</h2><p>Barclays said KKR is an “attractive” long-term growth story. The firm also initiated Carlyle group and says it’s “undervalued.”</p><blockquote>“We initiate coverage of CG (PT $41) and KKR (PT $69), both at Overweight. CG has been a challenged story, but we see it as undervalued and think the ongoing mix shift away from PE can help valuation over time. KKR we see as an attractive long-term grower with ample scaling opportunities and lower near-term fundraising risk.”</blockquote><h2>Goldman Sachs reiterates Salesforce as buy</h2><p>Goldman said it’s standing by shares of Salesforce after the company’s earnings report on Wednesday.</p><blockquote>“F4Q23 should change the narrative towards the path to profitable growth and reinforce our belief (articulated last week) that CRM is at an inflection point that can vault it into the upper echelons of highly valued tech companies.”</blockquote><h2>Jefferies reiterates Apple as buy</h2><p>Jefferies said its survey checks show limited impact from economic uncertainty.</p><blockquote>“Our analysis of web traffic globally indicates that Apple is seeing a limited impact from macro-related pressure through January.”</blockquote><h2>TD Cowen upgrades Okta to outperform from market perform</h2><p>TD Cowen said in its upgrade of the stock that stability has been “restored.”</p><blockquote>“We are upgrading OKTA to Outperform raising our PT to $100 from $70. Our upgrade is based on: 1) Strong FQ4 results and improved FY24 guidance; 2) Focus shifting to profitable growth as FY24 operating &amp; FCF margin should dramatically expand on the heels of prior &amp; expected disciplined cost mgmt.”</blockquote><h2>Citi reiterates Disney as buy</h2><p>Citi said in a note to clients that Disney could sell its stake in Hulu.</p><blockquote>“We believe Disney may sell its 67% stake in Hulu. In parallel, we suspect Disney may secure the distribution rights to two Marvel characters held by Comcast (Hulk and Namor).”</blockquote><h2>Morgan Stanley reiterates Liberty Formula One as overweight</h2><p>Morgan Stanley said it’s bullish on shares of the auto racing company.</p><blockquote>“We believe F1 is the fastest growing global sport and that growth is expected to drive 10-15% adjusted EBITDA CAGR from 2022 to 2026.”</blockquote><h2>Morgan Stanley reiterates Tesla as overweight</h2><p>Morgan Stanley said competitors can’t keep up after Tesla’s investor day on Wednesday.</p><blockquote>“In a race to the bottom, we seriously question how the competition can keep up.”</blockquote><h2>Needham upgrades Salesforce to buy from hold</h2><p>Needham said after several years on the sideline that investors should buy the stock now.</p><blockquote>“Six years on the sidelines is a long time in our universe but here we are, upgradingCRMto Buy as we believe its FY24 profitability guidance better aligns its cost structure with its intermediate term growth outlook.”</blockquote></body></html>\n\n</article>\n</div>\n</body>\n</html>\n","type":0,"thumbnail":"","relate_stocks":{"CRM":"赛富时","CG":"凯雷","NIO":"蔚来","AAPL":"苹果","FWONK":"Liberty Media Corporation Series C","MSFT":"微软","GETR":"Getaround","NVDA":"英伟达","DIS":"迪士尼","KKR":"KKR & Co L.P.","AMD":"美国超微公司","LOW":"劳氏","DLTR":"美元树公司","OKTA":"Okta Inc.","MRNA":"Moderna, Inc.","PDD":"拼多多","TSLA":"特斯拉","LMT":"洛克希德马丁"},"source_url":"","is_english":true,"share_image_url":"https://static.laohu8.com/e9f99090a1c2ed51c021029395664489","article_id":"1189584083","content_text":"Here are Thursday’s biggest calls on Wall Street:Credit Suisse names Microsoft a top pickCredit Suisse said Microsoft is a key beneficiary of AI.“Within US Software, MSFT is our Top Pick and we are adding it to the CS Top Pick List following an extensive assessment of MSFT’s potential paths of monetization.”Roth MKM initiates Getaround as buyRoth initiated the car sharing company and said it’s “a digital platform for the mass population of idle vehicles.”“With vehicles idly parked approximately 95% of the time, GETR’s 100% digital, frictionless car-sharing technology platform serves as a springboard capable of maximizing utilization of approximately 1.2B legacy cars.”RBC initiates Moderna as outperformRBC said in its initiation of Moderna that it’s a “cancer vaccine believer.”“We think COVID cliff and its near-term impact to the P&L is well appreciated given $5b guided 2023 revenue floor, CDC numbers framing how volume is evolving and price, new variants and compliance offering potential upside.”JPMorgan downgrades Nio to neutral from overweightJPMorgan said it sees too many challenges after Nio’s earnings report on Wednesday.“We believe the stock will likely trade sideways in the near term and we would reassess a potential inflection point in mid-late 2Q23, depending on the magnitude of sequential volume and margin improvement where we are directionally positive yet cautious given street expectations are too high, which leaves surprise bias more to the downside than upside, in our view.”JPMorgan downgrades Dollar Tree to neutral from overweightJPMorgan said it sees too many macro headwinds for the discount retailer.“We downgrade DLTR to Neutral. Multi-year, we see DLTR returning to a double-digit EPS “compounder” with top- and bottom-line drivers in place at the core DT banner (with DT Plus roll-out incremental) and stabilization at the Family Dollar concept.”JPMorgan downgrades Silvergate to underweight from neutralJPMorgan said in its downgrade of the crypto bank that it sees too much “downside risk” for shares of Silvergate.“Downgrade to UW; Further Downside Risk with the Ability to Continue as a Going Concern Now Cited.”Bank of America reiterates Lowe’s as buyBank of America said it’s standing by shares of the home improvement retailer after its earnings report on Wednesday.“The concept of Lowe’s ‘closing the gap’ in its same-store sales growth and operating margin with that of Home Depot is another key element of the investment thesis.”Morgan Stanley upgrades Pinduoduo to overweight from equal weightMorgan Stanley said the ag-tech company is a “long-term growth story.”“PDD benefits from the long-term consumption trend given its ‘low price’ user mind-share, and its expansion of branded product coverage supports above-industry growth, making it a structural growth stock in China e-commerce.”Citi adds a positive catalyst watch on Lockheed MartinCiti opened a positive catalyst watch on the stock and says it’s beneficiary of the defense budget in Congress.“We open a 90-day catalyst watch on our Buy-rated defense names, including GD, LDOS, LMT and SAIC, ahead of the introduction of the FY24 budget later this month and the beginning of both committee mark-ups on spending bills in Congress and Debt Ceiling negotiations between House Republicans and the Biden Administration.”Goldman Sachs reiterates Tesla as buyGoldman said Tesla’s investor day on Wednesday should give shareholders even more confidence in the automaker’s strategy.“The bottom line is that we believe the event should increase investor confidence inTesla’sability to reduce costs by ~50% with its next generation platform, given the breadth and depth of Tesla’s team and how its vertically integrated model allows it to optimize on both cost and performance criteria.”Raymond James resumes Nvidia and Advanced Micro Devices as strong buyRaymond James resumed coverage ofNvidiaand said it’s a leader in the race to AI. The firm also saidAMDis an “underappreciated” AI play.“Nvidia Corporation is the undisputed leader in AI/ML and arguably has the best autonomous driving solutions. ... .Advanced Micro Devices, Inc. is an underappreciated play on AI/ML, in our view.”Barclays initiates Carlyle Group and KKR as overweightBarclays said KKR is an “attractive” long-term growth story. The firm also initiated Carlyle group and says it’s “undervalued.”“We initiate coverage of CG (PT $41) and KKR (PT $69), both at Overweight. CG has been a challenged story, but we see it as undervalued and think the ongoing mix shift away from PE can help valuation over time. KKR we see as an attractive long-term grower with ample scaling opportunities and lower near-term fundraising risk.”Goldman Sachs reiterates Salesforce as buyGoldman said it’s standing by shares of Salesforce after the company’s earnings report on Wednesday.“F4Q23 should change the narrative towards the path to profitable growth and reinforce our belief (articulated last week) that CRM is at an inflection point that can vault it into the upper echelons of highly valued tech companies.”Jefferies reiterates Apple as buyJefferies said its survey checks show limited impact from economic uncertainty.“Our analysis of web traffic globally indicates that Apple is seeing a limited impact from macro-related pressure through January.”TD Cowen upgrades Okta to outperform from market performTD Cowen said in its upgrade of the stock that stability has been “restored.”“We are upgrading OKTA to Outperform raising our PT to $100 from $70. Our upgrade is based on: 1) Strong FQ4 results and improved FY24 guidance; 2) Focus shifting to profitable growth as FY24 operating & FCF margin should dramatically expand on the heels of prior & expected disciplined cost mgmt.”Citi reiterates Disney as buyCiti said in a note to clients that Disney could sell its stake in Hulu.“We believe Disney may sell its 67% stake in Hulu. In parallel, we suspect Disney may secure the distribution rights to two Marvel characters held by Comcast (Hulk and Namor).”Morgan Stanley reiterates Liberty Formula One as overweightMorgan Stanley said it’s bullish on shares of the auto racing company.“We believe F1 is the fastest growing global sport and that growth is expected to drive 10-15% adjusted EBITDA CAGR from 2022 to 2026.”Morgan Stanley reiterates Tesla as overweightMorgan Stanley said competitors can’t keep up after Tesla’s investor day on Wednesday.“In a race to the bottom, we seriously question how the competition can keep up.”Needham upgrades Salesforce to buy from holdNeedham said after several years on the sideline that investors should buy the stock now.“Six years on the sidelines is a long time in our universe but here we are, upgradingCRMto Buy as we believe its FY24 profitability guidance better aligns its cost structure with its intermediate term growth outlook.”","news_type":1},"isVote":1,"tweetType":1,"viewCount":12,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"EN","totalScore":0},{"id":303003261575192,"gmtCreate":1715011004260,"gmtModify":1715011008816,"author":{"id":"4088135301967120","authorId":"4088135301967120","name":"King19","avatar":"https://static.laohu8.com/default-avatar.jpg","crmLevel":6,"crmLevelSwitch":0},"themes":[],"htmlText":"😂 the Guru is a value investor.... why would he even invest Tesla now??? Keep dreaming 😃&nbsp;","listText":"😂 the Guru is a value investor.... why would he even invest Tesla now??? Keep dreaming 😃&nbsp;","text":"😂 the Guru is a value investor.... why would he even invest Tesla now??? Keep dreaming 😃","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":5,"commentSize":0,"repostSize":0,"link":"https://ttm.financial/post/303003261575192","repostId":"2433171074","repostType":2,"repost":{"id":"2433171074","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":1715008844,"share":"https://www.laohu8.com/m/news/2433171074?lang=&edition=full","pubTime":"2024-05-06 23:20","market":"hk","language":"en","title":"Berkshire Hathaway Has $189 Billion in Cash. Elon Musk Has an Idea Where Warren Buffett Should Spend It","url":"https://stock-news.laohu8.com/highlight/detail?id=2433171074","media":"Dow Jones","summary":"The latest results from Berkshire Hathaway shows that the conglomerate had nearly $200 billion - $189 billion, to be precise -in cash at the end of the first quarter.That's after Warren Buffett and co. trimmed its stake in giants including Apple and Chevron. \"We only swing at pitches we like,\" Buffett said this weekend.Elon Musk has an idea on how some of that Berkshire Hathaway  cash can be deployed - Tesla , which of course is the company he runs. \"He should take a position in Tesla. It's an obvious move,\" said Musk in a message on the social media service X, which he owns.Musk didn't explain why it would be obvious. Buffett, and his late partner, Charlie Munger, have praised the world's third-wealthiest billionaire previously. \"What Tesla has done in the car business is a minor miracle,\" said Munger.Tesla's financials are not the sort, however, to typically attract Buffett.","content":"<html><head></head><body><p>The latest results from Berkshire Hathaway shows that the conglomerate had nearly $200 billion - $189 billion, to be precise -in cash at the end of the first quarter.</p><p>That&#39;s after Warren Buffett and co. trimmed its stake in giants including Apple and Chevron. &#34;We only swing at pitches we like,&#34; Buffett said this weekend.</p><p>Elon Musk has an idea on how some of that Berkshire Hathaway <a href=\"https://laohu8.com/S/BRK.B\">$(BRK.B)$</a> cash can be deployed - Tesla <a href=\"https://laohu8.com/S/TSLA\">$(TSLA)$</a>, which of course is the company he runs. &#34;He should take a position in Tesla. It&#39;s an obvious move,&#34; said Musk in a message on the social media service X, which he owns.</p><p>Musk didn&#39;t explain why it would be obvious. Buffett, and his late partner, Charlie Munger, have praised the world&#39;s third-wealthiest billionaire previously. &#34;What Tesla has done in the car business is a minor miracle,&#34; said Munger.</p><p>Tesla&#39;s financials are not the sort, however, to typically attract Buffett.</p><p>According to FactSet, Tesla trades at 66 times next year&#39;s earnings, at 9 times book and 57 times cash flow, which compared to Tesla&#39;s own history is significantly cheaper than its highs but elevated compared to other companies in the field. The second-biggest automaker by market cap, Toyota <a href=\"https://laohu8.com/S/TM\">$(TM)$</a>, trades at 10 times next year&#39;s earnings, a little more than 1 times book and 11 times cash flow.</p><p>Musk has previously recalled meeting Munger - in one message, saying the meeting was in late 2008, in another, saying it was in 2009.</p><p>&#34;I was at a lunch with Munger in 2009 where he told the whole table all the ways Tesla would fail,&#34; said Musk. &#34;Made me quite sad, but I told him I agreed with all those reasons &amp; that we would probably die, but it was worth trying anyway.&#34;</p><p>Tesla shares have dropped 27% this year even after rallying 29% from its late April lows.</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>Berkshire Hathaway Has $189 Billion in Cash. Elon Musk Has an Idea Where Warren Buffett Should Spend It</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\">\nBerkshire Hathaway Has $189 Billion in Cash. Elon Musk Has an Idea Where Warren Buffett Should Spend It\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\">2024-05-06 23:20</p>\n</div>\n\n</div>\n\n\n</h4>\n\n</header>\n<article>\n<html><head></head><body><p>The latest results from Berkshire Hathaway shows that the conglomerate had nearly $200 billion - $189 billion, to be precise -in cash at the end of the first quarter.</p><p>That&#39;s after Warren Buffett and co. trimmed its stake in giants including Apple and Chevron. &#34;We only swing at pitches we like,&#34; Buffett said this weekend.</p><p>Elon Musk has an idea on how some of that Berkshire Hathaway <a href=\"https://laohu8.com/S/BRK.B\">$(BRK.B)$</a> cash can be deployed - Tesla <a href=\"https://laohu8.com/S/TSLA\">$(TSLA)$</a>, which of course is the company he runs. &#34;He should take a position in Tesla. It&#39;s an obvious move,&#34; said Musk in a message on the social media service X, which he owns.</p><p>Musk didn&#39;t explain why it would be obvious. Buffett, and his late partner, Charlie Munger, have praised the world&#39;s third-wealthiest billionaire previously. &#34;What Tesla has done in the car business is a minor miracle,&#34; said Munger.</p><p>Tesla&#39;s financials are not the sort, however, to typically attract Buffett.</p><p>According to FactSet, Tesla trades at 66 times next year&#39;s earnings, at 9 times book and 57 times cash flow, which compared to Tesla&#39;s own history is significantly cheaper than its highs but elevated compared to other companies in the field. The second-biggest automaker by market cap, Toyota <a href=\"https://laohu8.com/S/TM\">$(TM)$</a>, trades at 10 times next year&#39;s earnings, a little more than 1 times book and 11 times cash flow.</p><p>Musk has previously recalled meeting Munger - in one message, saying the meeting was in late 2008, in another, saying it was in 2009.</p><p>&#34;I was at a lunch with Munger in 2009 where he told the whole table all the ways Tesla would fail,&#34; said Musk. &#34;Made me quite sad, but I told him I agreed with all those reasons &amp; that we would probably die, but it was worth trying anyway.&#34;</p><p>Tesla shares have dropped 27% this year even after rallying 29% from its late April lows.</p></body></html>\n\n</article>\n</div>\n</body>\n</html>\n","type":0,"thumbnail":"","relate_stocks":{"LU0256863811.USD":"ALLIANZ US EQUITY \"A\" INC","LU1201861249.SGD":"Natixis Harris Associates US Equity PA SGD-H","LU0348723411.USD":"ALLIANZ GLOBAL HI-TECH GROWTH \"A\" (USD) INC","LU0980610538.SGD":"Natixis Harris Associates US Equity RA SGD-H","BK4548":"巴美列捷福持仓","IE00B775SV38.USD":"NEUBERGER BERMAN US MULTICAP OPPORTUNITIES \"A\" (USD) ACC","LU0943347566.SGD":"安联收益及增长平衡基金AM H2-SGD","LU1429558221.USD":"Natixis Loomis Sayles US Growth Equity RA USD","LU0234570918.USD":"高盛全球核心股票组合Acc Close","IE00B3S45H60.SGD":"Neuberger Berman US Multicap Opportunities A Acc SGD-H","LU2357305700.SGD":"Allianz Global Artificial Intelligence ET H2-SGD","LU1861559042.SGD":"日兴方舟颠覆性创新基金B SGD","LU0417517546.SGD":"Allianz US Equity Cl AT Acc SGD","LU0053666078.USD":"摩根大通基金-美国股票A（离岸）美元","LU0823411888.USD":"法巴消费创新基金 Cap","LU1435385759.SGD":"Natixis Loomis Sayles US Growth Equity RA SGD-H","BK4592":"伊斯兰概念","LU0082616367.USD":"摩根大通美国科技A（dist）","LU1551013342.USD":"Allianz Income and Growth Cl AMg2 DIS USD","IE00B1XK9C88.USD":"PINEBRIDGE US LARGE CAP RESEARCH ENHANCED \"A\" (USD) ACC","BK4534":"瑞士信贷持仓","LU2249611893.SGD":"BNP PARIBAS ENERGY TRANSITION \"CRH\" (SGD) ACC","BK4533":"AQR资本管理(全球第二大对冲基金)","IE00BKDWB100.SGD":"PINEBRIDGE US LARGE CAP RESEARCH ENHANCED \"A5H\" (SGDHDG) ACC","IE00BSNM7G36.USD":"NEUBERGER BERMAN SYSTEMATIC GLOBAL SUSTAINABLE VALUE \"A\" (USD) ACC","LU1914381329.SGD":"Allianz Best Styles Global Equity Cl ET Acc H2-SGD","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","LU0251142724.SGD":"Fidelity America A-SGD","BK4527":"明星科技股","LU0823414478.USD":"法巴经典能源转换基金","IE00BWXC8680.SGD":"PINEBRIDGE US LARGE CAP RESEARCH ENHANCED \"A5\" (SGD) ACC","BRK.B":"伯克希尔B","LU0130102774.USD":"Natixis Harris Associates US Equity RA USD","BK4588":"碎股","BRK.A":"伯克希尔","LU1720051017.SGD":"Allianz Global Artificial Intelligence AT Acc H2-SGD","IE00B1BXHZ80.USD":"Legg Mason ClearBridge - US Appreciation A Acc USD","LU1852331112.SGD":"Blackrock World Technology Fund A2 SGD-H","LU0648001328.SGD":"Natixis Harris Associates US Equity RA SGD","BK4574":"无人驾驶","LU0198837287.USD":"UBS (LUX) EQUITY SICAV - USA GROWTH \"P\" (USD) ACC","LU0316494557.USD":"FRANKLIN GLOBAL FUNDAMENTAL STRATEGIES \"A\" ACC","TSLA":"特斯拉","LU1548497426.USD":"安联环球人工智能AT Acc","LU1074936037.SGD":"JPMorgan Funds - US Value A (acc) SGD","BK4581":"高盛持仓","LU1551013425.SGD":"Allianz Income and Growth Cl AMg2 DIS H2-SGD"},"source_url":"https://dowjonesnews.com/newdjn/logon.aspx?AL=N","is_english":true,"share_image_url":"https://static.laohu8.com/e9f99090a1c2ed51c021029395664489","article_id":"2433171074","content_text":"The latest results from Berkshire Hathaway shows that the conglomerate had nearly $200 billion - $189 billion, to be precise -in cash at the end of the first quarter.That's after Warren Buffett and co. trimmed its stake in giants including Apple and Chevron. \"We only swing at pitches we like,\" Buffett said this weekend.Elon Musk has an idea on how some of that Berkshire Hathaway $(BRK.B)$ cash can be deployed - Tesla $(TSLA)$, which of course is the company he runs. \"He should take a position in Tesla. It's an obvious move,\" said Musk in a message on the social media service X, which he owns.Musk didn't explain why it would be obvious. Buffett, and his late partner, Charlie Munger, have praised the world's third-wealthiest billionaire previously. \"What Tesla has done in the car business is a minor miracle,\" said Munger.Tesla's financials are not the sort, however, to typically attract Buffett.According to FactSet, Tesla trades at 66 times next year's earnings, at 9 times book and 57 times cash flow, which compared to Tesla's own history is significantly cheaper than its highs but elevated compared to other companies in the field. The second-biggest automaker by market cap, Toyota $(TM)$, trades at 10 times next year's earnings, a little more than 1 times book and 11 times cash flow.Musk has previously recalled meeting Munger - in one message, saying the meeting was in late 2008, in another, saying it was in 2009.\"I was at a lunch with Munger in 2009 where he told the whole table all the ways Tesla would fail,\" said Musk. \"Made me quite sad, but I told him I agreed with all those reasons & that we would probably die, but it was worth trying anyway.\"Tesla shares have dropped 27% this year even after rallying 29% from its late April lows.","news_type":1},"isVote":1,"tweetType":1,"viewCount":1,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"EN","totalScore":0},{"id":302659087118552,"gmtCreate":1714910893630,"gmtModify":1714910897707,"author":{"id":"4088135301967120","authorId":"4088135301967120","name":"King19","avatar":"https://static.laohu8.com/default-avatar.jpg","crmLevel":6,"crmLevelSwitch":0},"themes":[],"htmlText":"Because just a few weeks ago he said NIO is a gone case... now that NIO is recovering back, he got to say something to justify... another just say without any concrete data to back... what a load of crap!!","listText":"Because just a few weeks ago he said NIO is a gone case... now that NIO is recovering back, he got to say something to justify... another just say without any concrete data to back... what a load of crap!!","text":"Because just a few weeks ago he said NIO is a gone case... now that NIO is recovering back, he got to say something to justify... another just say without any concrete data to back... what a load of crap!!","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":10,"commentSize":0,"repostSize":0,"link":"https://ttm.financial/post/302659087118552","repostId":"2432792199","repostType":2,"repost":{"id":"2432792199","pubTimestamp":1714907013,"share":"https://www.laohu8.com/m/news/2432792199?lang=&edition=full","pubTime":"2024-05-05 19:03","market":"us","language":"en","title":"NIO Stock Outlook: Why Investors Should Tread Carefully Despite Impressive Delivery Numbers","url":"https://stock-news.laohu8.com/highlight/detail?id=2432792199","media":"InvestorPlace","summary":"The Chinese EV sector has been ravaged over the past year, and NIO stock hasn't been immune to this drawdown, but there are catalysts here.","content":"<html><head></head><body><ul style=\"\"><li><p>Shares of Chinese EV maker <strong>Nio </strong>(<strong>NIO</strong>) stock are skyrocketing after the company reported strong deliveries numbers.</p></li><li><p>This has some investors repositioning their portfolios toward this company, and its peers, in the Chinese EV market.</p></li><li><p>Despite obstacles, a bullish thesis is forming for these names.</p></li></ul><p class=\"t-img-caption\"><img src=\"https://community-static.tradeup.com/news/e84a47955c29fe10adb6f613742afccc\" alt=\"Source: Robert Way / Shutterstock.com\" title=\"Source: Robert Way / Shutterstock.com\" tg-width=\"768\" tg-height=\"432\"/><span>Source: Robert Way / Shutterstock.com</span></p><p><strong>Nio</strong> stock has been a high-flyer in recent days, soaring more than 11% as investors priced in tail winds from excellent delivery growth in April. The Chinese EV company outperformed other EV manufacturers, with 15,620 deliveries. Delivery numbers increased by 134.6% YoY and 31.64% from March. </p><p>The EV company has again shown resilience, but is the stock worth investors’ attention and confidence? Let’s dive in.</p><h2 id=\"id_155875984\">Excellent Delivery Growth</h2><p>Nio currently offers eight car models, including five SUVs and three sedans. The most recently announced ET9 sedan will start its deliveries in Q1 2025.</p><p>From January to April, Nio has delivered over 45,000 vehicles, showing a 21.15% increase year-over-year. Moreover, as of April, Nio reached 495,267 units delivered since its launch, nearing its goal of 500,000 units to be delivered. </p><p>NIO stock has continued to outperform in recent sessions, outpacing the moves seen in the <strong>S&amp;P 500</strong> and <strong>Nasdaq</strong>.</p><p>Compared to competitors, Nio is performing well, and its recent deliveries growth acceleration speaks to a potential bifurcation building among certain. Chinese EV names.</p><h2 id=\"id_1461406715\">Ongoing Trials on Solid-State Batteries</h2><p>Aside from strong deliveries numbers, Nio’s focus on semi-solid-state battery packs is worth considering. This is a high-growth potential sector for investors looking to own a slice of the future of battery technology.</p><p>Removing the liquid substrate from battery development could lead to much faster charging batteries that are safer and carry more range.</p><p>Nio appears to be a key player in the development of such batteries, which means the company could benefit from a broader trend in this space, rather than being viewed as a niche manufacturer.</p><p>The company recently announced it introduced its new battery technology to the Chinese market, with a full rollout planned after May. These semi-solid-state packs will be accessible to customers throughout May 2024 on Weibo.</p><p>This move will boost NIO stock as users test the new tech, potentially driving its climb. Nio’s innovative approach aims to prove resilience against larger automakers.</p><h2 id=\"id_3925452654\">Be Careful with NIO Stock Right Now</h2><p>Nio has seen an impressive surge recently, and this momentum may propel certain investors to step into this name.</p><p>I think NIO stock is one of the most difficult to assess right now. On the one hand, China’s EV market is impressive, and analyst expectations for Nio to produce 18% revenue growth to $9.1 billion over the next year makes the stock look like an interesting bet on a price-sales basis (investors are paying roughly 1-times forward sales).</p><p>That said, for those looking to build a position, I think dollar cost averaging in may be a better move than diving in with both feet. We’ve seen the sort of momentum that can build around Chinese stocks over long periods of time. It’s not clear to me that this downtrend is broken just yet.</p></body></html>","source":"investorplace_stock_picks","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 Stock Outlook: Why Investors Should Tread Carefully Despite Impressive Delivery Numbers</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\">\nNIO Stock Outlook: Why Investors Should Tread Carefully Despite Impressive Delivery Numbers\n</h2>\n\n<h4 class=\"meta\">\n\n\n2024-05-05 19:03 GMT+8&nbsp;&nbsp;&nbsp;<a href=https://investorplace.com/2024/05/nio-stock-outlook-why-investors-should-tread-carefully-despite-impressive-delivery-numbers/><strong>InvestorPlace</strong></a>\n\n\n</h4>\n\n</header>\n<article>\n<div>\n<p>Shares of Chinese EV maker Nio (NIO) stock are skyrocketing after the company reported strong deliveries numbers.This has some investors repositioning their portfolios toward this company, and its ...</p>\n\n<a href=\"https://investorplace.com/2024/05/nio-stock-outlook-why-investors-should-tread-carefully-despite-impressive-delivery-numbers/\">Web Link</a>\n\n</div>\n\n\n</article>\n</div>\n</body>\n</html>\n","type":0,"thumbnail":"","relate_stocks":{"NIO.SI":"蔚来","09866":"蔚来-SW","BK4532":"文艺复兴科技持仓","BK4531":"中概回港概念","LU0708995583.HKD":"TEMPLETON CHINA \"A\" (HKD) ACC","BK4534":"瑞士信贷持仓","BK4585":"ETF&股票定投概念","BK4555":"新能源车","BK4211":"区域性银行","BK4509":"腾讯概念","BK4588":"碎股","BK4526":"热门中概股","BK4574":"无人驾驶","BK4505":"高瓴资本持仓","BK4581":"高盛持仓","LU0320764599.SGD":"FTIF - Templeton China A Acc SGD","BK4504":"桥水持仓","LU0052750758.USD":"富兰克林中国基金A Acc","BK4099":"汽车制造商","BK4548":"巴美列捷福持仓","NIO":"蔚来"},"source_url":"https://investorplace.com/2024/05/nio-stock-outlook-why-investors-should-tread-carefully-despite-impressive-delivery-numbers/","is_english":true,"share_image_url":"https://static.laohu8.com/e9f99090a1c2ed51c021029395664489","article_id":"2432792199","content_text":"Shares of Chinese EV maker Nio (NIO) stock are skyrocketing after the company reported strong deliveries numbers.This has some investors repositioning their portfolios toward this company, and its peers, in the Chinese EV market.Despite obstacles, a bullish thesis is forming for these names.Source: Robert Way / Shutterstock.comNio stock has been a high-flyer in recent days, soaring more than 11% as investors priced in tail winds from excellent delivery growth in April. The Chinese EV company outperformed other EV manufacturers, with 15,620 deliveries. Delivery numbers increased by 134.6% YoY and 31.64% from March. The EV company has again shown resilience, but is the stock worth investors’ attention and confidence? Let’s dive in.Excellent Delivery GrowthNio currently offers eight car models, including five SUVs and three sedans. The most recently announced ET9 sedan will start its deliveries in Q1 2025.From January to April, Nio has delivered over 45,000 vehicles, showing a 21.15% increase year-over-year. Moreover, as of April, Nio reached 495,267 units delivered since its launch, nearing its goal of 500,000 units to be delivered. NIO stock has continued to outperform in recent sessions, outpacing the moves seen in the S&P 500 and Nasdaq.Compared to competitors, Nio is performing well, and its recent deliveries growth acceleration speaks to a potential bifurcation building among certain. Chinese EV names.Ongoing Trials on Solid-State BatteriesAside from strong deliveries numbers, Nio’s focus on semi-solid-state battery packs is worth considering. This is a high-growth potential sector for investors looking to own a slice of the future of battery technology.Removing the liquid substrate from battery development could lead to much faster charging batteries that are safer and carry more range.Nio appears to be a key player in the development of such batteries, which means the company could benefit from a broader trend in this space, rather than being viewed as a niche manufacturer.The company recently announced it introduced its new battery technology to the Chinese market, with a full rollout planned after May. These semi-solid-state packs will be accessible to customers throughout May 2024 on Weibo.This move will boost NIO stock as users test the new tech, potentially driving its climb. Nio’s innovative approach aims to prove resilience against larger automakers.Be Careful with NIO Stock Right NowNio has seen an impressive surge recently, and this momentum may propel certain investors to step into this name.I think NIO stock is one of the most difficult to assess right now. On the one hand, China’s EV market is impressive, and analyst expectations for Nio to produce 18% revenue growth to $9.1 billion over the next year makes the stock look like an interesting bet on a price-sales basis (investors are paying roughly 1-times forward sales).That said, for those looking to build a position, I think dollar cost averaging in may be a better move than diving in with both feet. We’ve seen the sort of momentum that can build around Chinese stocks over long periods of time. It’s not clear to me that this downtrend is broken just yet.","news_type":1},"isVote":1,"tweetType":1,"viewCount":15,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"EN","totalScore":0},{"id":9944787429,"gmtCreate":1682151339161,"gmtModify":1682151346249,"author":{"id":"4088135301967120","authorId":"4088135301967120","name":"King19","avatar":"https://static.laohu8.com/default-avatar.jpg","crmLevel":6,"crmLevelSwitch":0},"themes":[],"htmlText":"Now we&nbsp;know why he cut 12000 jobs... 😂&nbsp;","listText":"Now we&nbsp;know why he cut 12000 jobs... 😂&nbsp;","text":"Now we know why he cut 12000 jobs... 😂","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":10,"commentSize":0,"repostSize":0,"link":"https://ttm.financial/post/9944787429","repostId":"2329320400","repostType":2,"repost":{"id":"2329320400","pubTimestamp":1682124653,"share":"https://www.laohu8.com/m/news/2329320400?lang=&edition=full","pubTime":"2023-04-22 08:50","market":"us","language":"en","title":"Alphabet CEO’s Pay Soars to $226 Million on Massive Stock Award","url":"https://stock-news.laohu8.com/highlight/detail?id=2329320400","media":"Bloomberg","summary":"(Bloomberg) -- The pay package awarded to Alphabet Inc. Chief Executive Officer Sundar Pichai soared","content":"<html><head></head><body><p>(Bloomberg) -- The pay package awarded to Alphabet Inc. Chief Executive Officer Sundar Pichai soared to $226 million in 2022, boosted by a triennial stock award valued at $218 million, dwarfing the compensation of many Silicon Valley peers. </p><p>His pay compared with $6.3 million the prior year, when he didn’t receive the stock award, according to a filing from the Google parent company Friday. His salary has remained steady at $2 million the past three years.</p><p>The stock award comes on a three-year schedule, and Pichai received a similarly sized package in 2019. That year, he was awarded $281 million.</p><p>CEO compensation has become a particular touchy topic in the technology industry, especially after a wave of layoffs at Alphabet and other major companies. Apple Inc. CEO Tim Cook slashed his 2023 pay after drawing ire for making $100 million each of the past two years.</p><p>Pichai’s package put him well above other executives at Alphabet in 2022. Prabhakar Raghavan, the senior vice president of Google’s knowledge and information, and Philipp Schindler, chief business officer, both took in about $37 million. Chief Financial Officer Ruth Porat’s compensation was $24.5 million. Their stock grants are given out on an annual basis.</p><p>In January, Alphabet started cutting about 12,000 jobs, or 6% of its global workforce, following months of other measures to reduce spending and set new priorities. The median total compensation for Alphabet employees was $279,802 in 2022, according to the filing. Pichai’s compensation was 808 times that amount. </p><p style=\"text-align: start;\">As part of his compensation package, Alphabet spent $5.94 million on personal security for Pichai, according to the filing. </p></body></html>","source":"yahoofinance","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>Alphabet CEO’s Pay Soars to $226 Million on Massive Stock Award</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\">\nAlphabet CEO’s Pay Soars to $226 Million on Massive Stock Award\n</h2>\n\n<h4 class=\"meta\">\n\n\n2023-04-22 08:50 GMT+8&nbsp;&nbsp;&nbsp;<a href=https://finance.yahoo.com/news/alphabet-ceo-pay-soars-226-215127556.html><strong>Bloomberg</strong></a>\n\n\n</h4>\n\n</header>\n<article>\n<div>\n<p>(Bloomberg) -- The pay package awarded to Alphabet Inc. Chief Executive Officer Sundar Pichai soared to $226 million in 2022, boosted by a triennial stock award valued at $218 million, dwarfing the ...</p>\n\n<a href=\"https://finance.yahoo.com/news/alphabet-ceo-pay-soars-226-215127556.html\">Web Link</a>\n\n</div>\n\n\n</article>\n</div>\n</body>\n</html>\n","type":0,"thumbnail":"","relate_stocks":{"BK4533":"AQR资本管理(全球第二大对冲基金)","GOOGL":"谷歌A","LU0310800965.SGD":"FTIF - Templeton Global Balanced A Acc SGD","LU0823414478.USD":"法巴经典能源转换基金","LU0061474705.USD":"THREADNEEDLE (LUX) GLOBAL DYNAMIC REAL RETURN \"AU\" (USD) ACC","BK4588":"碎股","BK4550":"红杉资本持仓","LU1720051017.SGD":"Allianz Global Artificial Intelligence AT Acc H2-SGD","LU0672654240.SGD":"FTIF - Franklin US Opportunities A Acc SGD-H1","LU1852331112.SGD":"Blackrock World Technology Fund A2 SGD-H","LU0861579265.USD":"联博低波幅策略股票基金A","BK4503":"景林资产持仓","IE00B1BXHZ80.USD":"Legg Mason ClearBridge - US Appreciation A Acc USD","LU0198837287.USD":"UBS (LUX) EQUITY SICAV - USA GROWTH \"P\" (USD) ACC","LU1861215975.USD":"贝莱德新一代科技基金 A2","LU0786609619.USD":"高盛全球千禧一代股票组合Acc","BK4574":"无人驾驶","LU0061475181.USD":"THREADNEEDLE (LUX) AMERICAN \"AU\" (USD) ACC","BK4551":"寇图资本持仓","LU0149725797.USD":"汇丰美国股市经济规模基金","LU0820561818.USD":"安联收益及增长平衡基金Cl AM DIS","BK4573":"虚拟现实","LU0128525689.USD":"TEMPLETON GLOBAL BALANCED \"A\"(USD) ACC","LU0708994859.HKD":"TEMPLETON GLOBAL \"A\" (HKD) ACC","LU0127658192.USD":"EASTSPRING INVESTMENTS GLOBAL TECHNOLOGY \"A\" (USD) ACC","TSLA":"特斯拉","LU0256863811.USD":"ALLIANZ US EQUITY \"A\" INC","SG9999014880.SGD":"大华全球优质成长基金Acc SGD","IE00B7KXQ091.USD":"Janus Henderson Balanced A Inc USD","BK4511":"特斯拉概念","LU0029864427.USD":"TEMPLETON GLOBAL \"A\" (USD) INC","LU1720051108.HKD":"ALLIANZ GLOBAL ARTIFICIAL INTELLIGENCE \"AT\" (HKD) ACC","BK4548":"巴美列捷福持仓","BK4514":"搜索引擎","SG9999014914.USD":"UNITED GLOBAL QUALITY GROWTH (USDHDG) INC","SG9999018865.SGD":"United Global Quality Growth Fd Cl Dist SGD-H","LU0238689110.USD":"贝莱德环球动力股票基金","LU0109391861.USD":"富兰克林美国机遇基金A Acc","LU0170899867.USD":"EASTSPRING INVESTMENTS WORLD VALUE EQUITY  \"A\" (USD) ACC","LU0642271901.SGD":"Janus Henderson Horizon Global Technology Leaders A2 SGD-H","LU0823411888.USD":"法巴消费创新基金 Cap","LU2237443382.USD":"Aberdeen Standard SICAV I - Global Dynamic Dividend A MIncA USD","LU1551013342.USD":"Allianz Income and Growth Cl AMg2 DIS USD","LU0889565833.HKD":"FRANKLIN TECHNOLOGY \"A\" (HKD) ACC","BK4532":"文艺复兴科技持仓","LU0056508442.USD":"贝莱德世界科技基金A2","LU1803068979.SGD":"FTIF - Franklin Technology A (acc) SGD-H1","BK4553":"喜马拉雅资本持仓","LU0353189680.USD":"富国美国全盘成长基金Cl A Acc","BK4576":"AR","BK4555":"新能源车","GOOG":"谷歌"},"source_url":"https://finance.yahoo.com/news/alphabet-ceo-pay-soars-226-215127556.html","is_english":true,"share_image_url":"https://static.laohu8.com/5f26f4a48f9cb3e29be4d71d3ba8c038","article_id":"2329320400","content_text":"(Bloomberg) -- The pay package awarded to Alphabet Inc. Chief Executive Officer Sundar Pichai soared to $226 million in 2022, boosted by a triennial stock award valued at $218 million, dwarfing the compensation of many Silicon Valley peers. His pay compared with $6.3 million the prior year, when he didn’t receive the stock award, according to a filing from the Google parent company Friday. His salary has remained steady at $2 million the past three years.The stock award comes on a three-year schedule, and Pichai received a similarly sized package in 2019. That year, he was awarded $281 million.CEO compensation has become a particular touchy topic in the technology industry, especially after a wave of layoffs at Alphabet and other major companies. Apple Inc. CEO Tim Cook slashed his 2023 pay after drawing ire for making $100 million each of the past two years.Pichai’s package put him well above other executives at Alphabet in 2022. Prabhakar Raghavan, the senior vice president of Google’s knowledge and information, and Philipp Schindler, chief business officer, both took in about $37 million. Chief Financial Officer Ruth Porat’s compensation was $24.5 million. Their stock grants are given out on an annual basis.In January, Alphabet started cutting about 12,000 jobs, or 6% of its global workforce, following months of other measures to reduce spending and set new priorities. The median total compensation for Alphabet employees was $279,802 in 2022, according to the filing. Pichai’s compensation was 808 times that amount. As part of his compensation package, Alphabet spent $5.94 million on personal security for Pichai, according to the filing.","news_type":1},"isVote":1,"tweetType":1,"viewCount":9,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"EN","totalScore":0}],"lives":[]}