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05-31

It's over the air update... not a recall... Jesus...

Tesla to Recall over 125,000 Vehicles over Seat Belt Warning System

2022-10-01

You don't bet against Elon

Tesla: A New Problem Is Emerging

2022-07-29

I find it funny when people talk about competitive threats in 6 years...This means Tesla is 6 years ahead. do you know what tesla can achieve in 6 years. Tesla has plans for the long term you cannot just assume they are simply waiting for competitors to catch up. FSD? Optimus?

Tesla Stock Wildly Expensive after Q2 Earnings Surge

2022-04-08

Why do people always see short term? You just don't bet against Elon.

As Markets Waver, Tesla May Struggle to Regain Momentum

2022-03-18

You don't bet against Elon

EV Stock Valuations Make No Sense. Time to Recalibrate.

Go to Tiger App to see more news

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Jesus...","listText":"It's over the air update... not a recall... Jesus...","text":"It's over the air update... not a recall... Jesus...","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":3,"commentSize":0,"repostSize":0,"link":"https://ttm.financial/post/311798761476416","repostId":"2439296812","repostType":2,"repost":{"id":"2439296812","kind":"highlight","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":1717148400,"share":"https://ttm.financial/m/news/2439296812?lang=&edition=fundamental","pubTime":"2024-05-31 17:40","market":"us","language":"en","title":"Tesla to Recall over 125,000 Vehicles over Seat Belt Warning System","url":"https://stock-news.laohu8.com/highlight/detail?id=2439296812","media":"Reuters","summary":"May 31  - Tesla is recalling 125,227 vehicles in the U.S. due to a malfunction in its seat belt warning system, the National Highway Traffic Safety Administration said on Friday.The regulator said the vehicles failed to comply with the federal safety requirements, as their seat belt warning light and audible chime may not get activated as intended when the driver is unbelted.The recall affects certain vehicle models such as 2012-2024 Model S, 2015-2024 Model X, 2017-2023 Model 3 and 2020-2023 Mo","content":"<html><head></head><body><p>May 31 (Reuters) - 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Tesla is recalling 125,227 vehicles in the U.S. due to a malfunction in its seat belt warning system, the National Highway Traffic Safety Administration said on Friday.</p><p>The regulator said the vehicles failed to comply with the federal safety requirements, as their seat belt warning light and audible chime may not get activated as intended when the driver is unbelted.</p><p>The recall affects certain vehicle models such as 2012-2024 Model S, 2015-2024 Model X, 2017-2023 Model 3 and 2020-2023 Model Y.</p><p>Tesla will release an over-the-air software update to fix the issue, NHTSA said.</p></body></html>\n\n</article>\n</div>\n</body>\n</html>\n","type":0,"thumbnail":"","relate_stocks":{"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","LU1429558221.USD":"Natixis Loomis Sayles US Growth Equity RA USD","LU2357305700.SGD":"Allianz Global Artificial Intelligence ET H2-SGD","BK4585":"ETF&股票定投概念","LU0823411888.USD":"法巴消费创新基金 Cap","LU1435385759.SGD":"Natixis Loomis Sayles US Growth Equity RA SGD-H","BK4534":"瑞士信贷持仓","LU1551013342.USD":"Allianz Income and Growth Cl AMg2 DIS USD","BK4555":"新能源车","LU0719512351.SGD":"JPMorgan Funds - 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Costs for natural gas, electricity, etc. are exploding.With soaring electricity costs, EVs are losing their fuel cost advantage. Charging a Tesla has","content":"<html><head></head><body><p><b>Summary</b></p><ul><li>The world is experiencing an energy crisis. Costs for natural gas, electricity, etc. are exploding.</li><li>With soaring electricity costs, EVs are losing their fuel cost advantage. Charging a Tesla has become more expensive than fueling a comparable ICE vehicle in Europe, for example.</li><li>With the macro picture getting more dire, highly expensive Tesla does not look like a great investment today.</li></ul><p><b>Article Thesis</b></p><p>Tesla (NASDAQ: TSLA) is a leading electric vehicle manufacturer. The stock is priced for perfection, however, despite growing competition, rising costs for materials, and a global economic slowdown. On top of that, the ongoing global energy crisis is hurting Tesla in two ways, as I&#39;ll explain in this article. Overall, that means that Tesla does not seem like an attractive pick at current prices, I believe.</p><p><b>The Globe Is Experiencing An Energy Crisis</b></p><p>The world&#39;s hunger for energy continues to grow, as it has for many years. At the same time, ESG mandates and regulatory pressures have led to underinvestment in (fossil) energy production, which has resulted in a tight supply-demand situation. On top of that, the ongoing Russia-Ukraine war has exacerbated issues in global energy markets. That has led to exploding energy prices across all kinds of commodities. Rising gasoline prices have gotten a lot of attention, but price increases were even more pronounced in other areas:</p><p><img src=\"https://static.tigerbbs.com/310db03212b3ca50edd73f7cf9c0099f\" tg-width=\"635\" tg-height=\"433\" referrerpolicy=\"no-referrer\"/>Data by YCharts</p><p>WTI is up by just a couple of percentage points over the last year, while gasoline has become 17% more expensive over the last twelve months. Especially in Europe and Asia, price increases of non-oil-based energy products have been way more drastic.</p><p>Natural gas prices in Europe, for example, have exploded upwards by more than 1,000% over the last two years:</p><p><img src=\"https://static.tigerbbs.com/154cf787e37dbe1b284b31742d65d999\" tg-width=\"640\" tg-height=\"176\" referrerpolicy=\"no-referrer\"/></p><p>theice.com</p><p>Contracts rose from $15 two years ago to more than $200 today, dwarfing the increase in oil prices. Natural gas in Asia, e.g. measured by JKM, has become incredibly more expensive as well. Likewise, electricity has become way more expensive in Europe -- driven, to a large degree, by the huge increase in natural gas prices:</p><p><img src=\"https://static.tigerbbs.com/673c6fced99747383340bf173bad26c9\" tg-width=\"640\" tg-height=\"257\" referrerpolicy=\"no-referrer\"/></p><p>tradingview.com</p><p>Market prices (day-ahead) for electricity soared by several hundred percentage points over the last year in leading European countries such as Germany and France. Price increases for forward months have been even higher, e.g. for the coming winter months.Base load prices for Q1 2023 are north of €500 per MWh in Germany, for example. Peak-load prices for the same quarter are even higher, at close to €800 per MWh.</p><p>In many other markets around the world, electricity is scarce and has become very expensive as well. China is of note, for example. Weather anomalies in the country have led to below-average power generation from hydro, which has led to shortages and steep price increases.</p><p>Overall, we can summarize that energy has become way more expensive in many areas of the world. Oil prices and gasoline prices get a lot of attention, but they have actually not moved up much versus the massive increases by hundreds of percentage points we have seen in electricity, natural gas, and even thermal coal-- which is up 350% over the last five years. Why does this matter for Tesla? Let&#39;s delve into the details.</p><p><b>Impact On Tesla: Items To Consider</b></p><p>So why does it matter that the global energy crisis has led to massive increases in the price of natural gas, electricity, etc. when it comes to an investment in TSLA stock? There are several negative impacts this will have on Tesla, I believe. Some of those are Tesla-specific, others impact other automobile companies as well.</p><p><b>Free Supercharger</b></p><p>First, Tesla will lose more money with the free supercharger for life deal it offered in the past. With electricity costs soaring, those that can charge for free at superchargers will be more inclined to do so. This will mean that Tesla will have to offer more electricity for free. At the same time, that electricity comes at a higher cost for Tesla, as market prices for electricity have soared in important end markets. Overall, this means that Tesla will lose more money on its supercharger-for-life deals than previously thought.</p><p><b>EVs Lose Their Cost Advantage</b></p><p>For a long time, EVs were touted as cheaper than ICE-powered vehicles when it comes to fuel costs. But due to the massive increase in electricity prices, relative to the way more benign increase in gasoline prices, that does no longer hold true. Let&#39;s look at an example.</p><p>The Tesla Model 3 uses 17 kWh per 100 km. A comparable ICE car, such as the BMW 3 series (OTCPK:BMWYY), uses around 5.0 liters of diesel for the same 100 km. When electricity prices were way lower than they are right now, that made for a clear cost advantage for Tesla. But more recently, that&#39;s no longer true -- at least not in all markets. Tesla currently sells electricity for €0.70 per kWh at its superchargers in Germany, where it recently opened one of its Gigafactories, making this an important market for Tesla. That means that driving a Model 3 for 100 km results in fuel expenses of €11.90, or around $11.50. Diesel currently costs €1.98 per liter in Germany on average. The BMW 3 series thus uses €9.90, or $9.60 per 100 km. Using an ICE-powered BMW that is comparable to Tesla&#39;s EV thus costs around 20% less in fuel expenses today in Germany. The former cost advantage for EVs has turned into a cost disadvantage in Europe&#39;s biggest market and one where Tesla thought it had a lot of potential -- otherwise, it wouldn&#39;t have built a Gigafactory there. In other European countries, things are looking comparable. In the UK, for example, the diesel-powered BMW 3 costs around $10 per 100 km, while the Tesla Model 3 costs around $11 per 100 km.</p><p>This means that one of the key arguments for buying an EV, lower fuel costs, is no longer valid, at least in some of Tesla&#39;s markets. In the US, where electricity cost per kWh differs very much from state to state, there are some markets where EVs are still cheaper to fuel. But even in the US, some markets are more favorable for ICE vehicles right now, such as California with its high electricity prices. With this key argument for switching to an EV gone, EV manufacturers such as Tesla could have a harder time convincing consumers to make the switch. Many consumers, especially those that feel the pinch from the current economic slowdown, will ask themselves why they should buy a new vehicle for many thousands of dollars just to have their fuel expenses go up.</p><p><b>Higher Production Costs</b></p><p>The process of manufacturing batteries is highly energy intensive. That energy usually does not come in the form of oil (which has gone up in price only slightly), but typically in the form of electricity -- which has gotten way more expensive. Battery manufacturing thus is feeling a considerable cost headwind in the current environment, and the biggest battery users in the world, such as Tesla, will likely feel the largest impact.</p><p>In Europe and China, energy-intensive manufacturing is oftentimes either unprofitable or forced to scale back due to regulatory demands to conserve energy. This will hinder Tesla&#39;s Gigafactories in Germany and China, making it quite exposed to electricity/energy shortages around the world. EV companies with less exposure to Europe and China, such as Ford with its US focus, could be more advantaged in the current environment, as energy shortages are less pronounced in the United States.</p><p><b>Cash-Strapped Consumers Might Keep Their Cars Longer</b></p><p>With energy prices soaring, especially in Europe, consumer sentiment is falling off a cliff. Consumers have to spend more on essentials such as electricity, heating, and food, which means that they have less money left over for non-essential, discretionary consumer goods.</p><p>Ultra-high-end manufacturers such as Ferrari (RACE) will likely feel less of an impact, as middle-class households don&#39;t buy Ferraris anyway and as very wealthy consumers don&#39;t feel much of a pinch from higher energy costs. But Tesla, along with competitors such as BMW or Audi, could feel an impact from middle class/upper middle class consumers becoming more frugal. When essential expenses are soaring, and when the risk of a job loss increases due to the ongoing economic downturn, many consumers will be more reluctant to acquire a costly new vehicle. One can argue that this is already being reflected by the declining wait times for many of Tesla&#39;s models in China, which is experiencing many of the same headwinds as Europe -- growing energy costs and an economic slowdown.</p><p><b>Summing Things Up</b></p><p>Tesla is a leading EV company. Depending on whether one counts plug-in hybrids or not, it&#39;s either the largest or second-largest EV manufacturer in the world. But the company is highly expensive, trading at well above 60x forward earnings, while traditional auto peers such as Mercedes (OTCPK:MBGYY) trade at less than 5x forward profits. Competition is growing, input costs are rising quickly, and consumer discretionary companies including Tesla are highly exposed to a global economic downturn.</p><p>Add the above issues stemming from the global energy shortage, such as waning advantages for EVs due to high charging costs and Tesla&#39;s growing costs for its supercharger-for-life deals, and it does not look like Tesla is a good buy today. Last but not least, rising interest rates are pressuring all equities, but have the largest impact on long-duration stocks such as Tesla. Overall, I see more reasons to be bearish than to be bullish right here, which is why I think Tesla is an avoid today, although I have no intention of going short the stock.</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: A New Problem Is Emerging</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: A New Problem Is Emerging\n</h2>\n\n<h4 class=\"meta\">\n\n\n2022-10-01 11:35 GMT+8&nbsp;&nbsp;&nbsp;<a href=https://seekingalpha.com/article/4543975-tesla-stock-new-problem-emerging><strong>Seeking Alpha</strong></a>\n\n\n</h4>\n\n</header>\n<article>\n<div>\n<p>SummaryThe world is experiencing an energy crisis. Costs for natural gas, electricity, etc. are exploding.With soaring electricity costs, EVs are losing their fuel cost advantage. Charging a Tesla has...</p>\n\n<a href=\"https://seekingalpha.com/article/4543975-tesla-stock-new-problem-emerging\">Web Link</a>\n\n</div>\n\n\n</article>\n</div>\n</body>\n</html>\n","type":0,"thumbnail":"","relate_stocks":{"TSLA":"特斯拉"},"source_url":"https://seekingalpha.com/article/4543975-tesla-stock-new-problem-emerging","is_english":true,"share_image_url":"https://static.laohu8.com/e9f99090a1c2ed51c021029395664489","article_id":"1193309788","content_text":"SummaryThe world is experiencing an energy crisis. Costs for natural gas, electricity, etc. are exploding.With soaring electricity costs, EVs are losing their fuel cost advantage. Charging a Tesla has become more expensive than fueling a comparable ICE vehicle in Europe, for example.With the macro picture getting more dire, highly expensive Tesla does not look like a great investment today.Article ThesisTesla (NASDAQ: TSLA) is a leading electric vehicle manufacturer. The stock is priced for perfection, however, despite growing competition, rising costs for materials, and a global economic slowdown. On top of that, the ongoing global energy crisis is hurting Tesla in two ways, as I'll explain in this article. Overall, that means that Tesla does not seem like an attractive pick at current prices, I believe.The Globe Is Experiencing An Energy CrisisThe world's hunger for energy continues to grow, as it has for many years. At the same time, ESG mandates and regulatory pressures have led to underinvestment in (fossil) energy production, which has resulted in a tight supply-demand situation. On top of that, the ongoing Russia-Ukraine war has exacerbated issues in global energy markets. That has led to exploding energy prices across all kinds of commodities. Rising gasoline prices have gotten a lot of attention, but price increases were even more pronounced in other areas:Data by YChartsWTI is up by just a couple of percentage points over the last year, while gasoline has become 17% more expensive over the last twelve months. Especially in Europe and Asia, price increases of non-oil-based energy products have been way more drastic.Natural gas prices in Europe, for example, have exploded upwards by more than 1,000% over the last two years:theice.comContracts rose from $15 two years ago to more than $200 today, dwarfing the increase in oil prices. Natural gas in Asia, e.g. measured by JKM, has become incredibly more expensive as well. Likewise, electricity has become way more expensive in Europe -- driven, to a large degree, by the huge increase in natural gas prices:tradingview.comMarket prices (day-ahead) for electricity soared by several hundred percentage points over the last year in leading European countries such as Germany and France. Price increases for forward months have been even higher, e.g. for the coming winter months.Base load prices for Q1 2023 are north of €500 per MWh in Germany, for example. Peak-load prices for the same quarter are even higher, at close to €800 per MWh.In many other markets around the world, electricity is scarce and has become very expensive as well. China is of note, for example. Weather anomalies in the country have led to below-average power generation from hydro, which has led to shortages and steep price increases.Overall, we can summarize that energy has become way more expensive in many areas of the world. Oil prices and gasoline prices get a lot of attention, but they have actually not moved up much versus the massive increases by hundreds of percentage points we have seen in electricity, natural gas, and even thermal coal-- which is up 350% over the last five years. Why does this matter for Tesla? Let's delve into the details.Impact On Tesla: Items To ConsiderSo why does it matter that the global energy crisis has led to massive increases in the price of natural gas, electricity, etc. when it comes to an investment in TSLA stock? There are several negative impacts this will have on Tesla, I believe. Some of those are Tesla-specific, others impact other automobile companies as well.Free SuperchargerFirst, Tesla will lose more money with the free supercharger for life deal it offered in the past. With electricity costs soaring, those that can charge for free at superchargers will be more inclined to do so. This will mean that Tesla will have to offer more electricity for free. At the same time, that electricity comes at a higher cost for Tesla, as market prices for electricity have soared in important end markets. Overall, this means that Tesla will lose more money on its supercharger-for-life deals than previously thought.EVs Lose Their Cost AdvantageFor a long time, EVs were touted as cheaper than ICE-powered vehicles when it comes to fuel costs. But due to the massive increase in electricity prices, relative to the way more benign increase in gasoline prices, that does no longer hold true. Let's look at an example.The Tesla Model 3 uses 17 kWh per 100 km. A comparable ICE car, such as the BMW 3 series (OTCPK:BMWYY), uses around 5.0 liters of diesel for the same 100 km. When electricity prices were way lower than they are right now, that made for a clear cost advantage for Tesla. But more recently, that's no longer true -- at least not in all markets. Tesla currently sells electricity for €0.70 per kWh at its superchargers in Germany, where it recently opened one of its Gigafactories, making this an important market for Tesla. That means that driving a Model 3 for 100 km results in fuel expenses of €11.90, or around $11.50. Diesel currently costs €1.98 per liter in Germany on average. The BMW 3 series thus uses €9.90, or $9.60 per 100 km. Using an ICE-powered BMW that is comparable to Tesla's EV thus costs around 20% less in fuel expenses today in Germany. The former cost advantage for EVs has turned into a cost disadvantage in Europe's biggest market and one where Tesla thought it had a lot of potential -- otherwise, it wouldn't have built a Gigafactory there. In other European countries, things are looking comparable. In the UK, for example, the diesel-powered BMW 3 costs around $10 per 100 km, while the Tesla Model 3 costs around $11 per 100 km.This means that one of the key arguments for buying an EV, lower fuel costs, is no longer valid, at least in some of Tesla's markets. In the US, where electricity cost per kWh differs very much from state to state, there are some markets where EVs are still cheaper to fuel. But even in the US, some markets are more favorable for ICE vehicles right now, such as California with its high electricity prices. With this key argument for switching to an EV gone, EV manufacturers such as Tesla could have a harder time convincing consumers to make the switch. Many consumers, especially those that feel the pinch from the current economic slowdown, will ask themselves why they should buy a new vehicle for many thousands of dollars just to have their fuel expenses go up.Higher Production CostsThe process of manufacturing batteries is highly energy intensive. That energy usually does not come in the form of oil (which has gone up in price only slightly), but typically in the form of electricity -- which has gotten way more expensive. Battery manufacturing thus is feeling a considerable cost headwind in the current environment, and the biggest battery users in the world, such as Tesla, will likely feel the largest impact.In Europe and China, energy-intensive manufacturing is oftentimes either unprofitable or forced to scale back due to regulatory demands to conserve energy. This will hinder Tesla's Gigafactories in Germany and China, making it quite exposed to electricity/energy shortages around the world. EV companies with less exposure to Europe and China, such as Ford with its US focus, could be more advantaged in the current environment, as energy shortages are less pronounced in the United States.Cash-Strapped Consumers Might Keep Their Cars LongerWith energy prices soaring, especially in Europe, consumer sentiment is falling off a cliff. Consumers have to spend more on essentials such as electricity, heating, and food, which means that they have less money left over for non-essential, discretionary consumer goods.Ultra-high-end manufacturers such as Ferrari (RACE) will likely feel less of an impact, as middle-class households don't buy Ferraris anyway and as very wealthy consumers don't feel much of a pinch from higher energy costs. But Tesla, along with competitors such as BMW or Audi, could feel an impact from middle class/upper middle class consumers becoming more frugal. When essential expenses are soaring, and when the risk of a job loss increases due to the ongoing economic downturn, many consumers will be more reluctant to acquire a costly new vehicle. One can argue that this is already being reflected by the declining wait times for many of Tesla's models in China, which is experiencing many of the same headwinds as Europe -- growing energy costs and an economic slowdown.Summing Things UpTesla is a leading EV company. Depending on whether one counts plug-in hybrids or not, it's either the largest or second-largest EV manufacturer in the world. But the company is highly expensive, trading at well above 60x forward earnings, while traditional auto peers such as Mercedes (OTCPK:MBGYY) trade at less than 5x forward profits. Competition is growing, input costs are rising quickly, and consumer discretionary companies including Tesla are highly exposed to a global economic downturn.Add the above issues stemming from the global energy shortage, such as waning advantages for EVs due to high charging costs and Tesla's growing costs for its supercharger-for-life deals, and it does not look like Tesla is a good buy today. Last but not least, rising interest rates are pressuring all equities, but have the largest impact on long-duration stocks such as Tesla. Overall, I see more reasons to be bearish than to be bullish right here, which is why I think Tesla is an avoid today, although I have no intention of going short the stock.","news_type":1},"isVote":1,"tweetType":1,"viewCount":222,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"EN","totalScore":0},{"id":9901933610,"gmtCreate":1659108740730,"gmtModify":1676536259151,"author":{"id":"4098788455583450","authorId":"4098788455583450","name":"HaoHawHow","avatar":"https://static.tigerbbs.com/dc08b83c4cf87507433274abc22e9ba6","crmLevel":1,"crmLevelSwitch":0,"followedFlag":false,"authorIdStr":"4098788455583450","idStr":"4098788455583450"},"themes":[],"htmlText":"I find it funny when people talk about competitive threats in 6 years...This means Tesla is 6 years ahead.&nbsp;do you know what tesla can achieve in 6 years. Tesla has plans for the long term&nbsp;you cannot just assume they are simply waiting for competitors&nbsp;to catch up. FSD? Optimus?&nbsp;","listText":"I find it funny when people talk about competitive threats in 6 years...This means Tesla is 6 years ahead.&nbsp;do you know what tesla can achieve in 6 years. Tesla has plans for the long term&nbsp;you cannot just assume they are simply waiting for competitors&nbsp;to catch up. FSD? Optimus?&nbsp;","text":"I find it funny when people talk about competitive threats in 6 years...This means Tesla is 6 years ahead. do you know what tesla can achieve in 6 years. Tesla has plans for the long term you cannot just assume they are simply waiting for competitors to catch up. FSD? Optimus?","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":7,"commentSize":0,"repostSize":0,"link":"https://ttm.financial/post/9901933610","repostId":"1119102662","repostType":2,"repost":{"id":"1119102662","kind":"news","pubTimestamp":1659105894,"share":"https://ttm.financial/m/news/1119102662?lang=&edition=fundamental","pubTime":"2022-07-29 22:44","market":"us","language":"en","title":"Tesla Stock Wildly Expensive after Q2 Earnings Surge","url":"https://stock-news.laohu8.com/highlight/detail?id=1119102662","media":"TipRanks","summary":"Story HighlightsTesla stock has been heating up following the release of some solid Q2 earnings results. Though industry tailwinds are powerful, it’s unclear what future quarters will hold as the rece","content":"<div>\n<p>Story HighlightsTesla stock has been heating up following the release of some solid Q2 earnings results. Though industry tailwinds are powerful, it’s unclear what future quarters will hold as the ...</p>\n\n<a href=\"https://www.tipranks.com/news/article/tesla-stock-wildly-expensive-after-quarterly-surge/\">Web Link</a>\n\n</div>\n","source":"lsy1606183248679","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 Wildly Expensive after Q2 Earnings Surge</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 Wildly Expensive after Q2 Earnings Surge\n</h2>\n\n<h4 class=\"meta\">\n\n\n2022-07-29 22:44 GMT+8&nbsp;&nbsp;&nbsp;<a href=https://www.tipranks.com/news/article/tesla-stock-wildly-expensive-after-quarterly-surge/><strong>TipRanks</strong></a>\n\n\n</h4>\n\n</header>\n<article>\n<div>\n<p>Story HighlightsTesla stock has been heating up following the release of some solid Q2 earnings results. Though industry tailwinds are powerful, it’s unclear what future quarters will hold as the ...</p>\n\n<a href=\"https://www.tipranks.com/news/article/tesla-stock-wildly-expensive-after-quarterly-surge/\">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.tipranks.com/news/article/tesla-stock-wildly-expensive-after-quarterly-surge/","is_english":true,"share_image_url":"https://static.laohu8.com/e9f99090a1c2ed51c021029395664489","article_id":"1119102662","content_text":"Story HighlightsTesla stock has been heating up following the release of some solid Q2 earnings results. Though industry tailwinds are powerful, it’s unclear what future quarters will hold as the recession hits while Tesla’s rivals grow stronger.Shares of Tesla (TSLA) are starting to really heat up again, now up more than 20% over the past month. Fuelling the bounce was Tesla’s impressive second-quarter beat and the relief rally experienced by the broader tech sector. Though the 57% earnings pop was impressive, the valuation remains incredibly stretched. Further, investors may underestimate the potential for a steep slide as the world economy tilts into a recession.Not to take away from the incredible efforts of Elon Musk and company, but 12.1 times sales is just too high a price for an automaker that faces a wave of hungry rivals over the coming decade. For now, I remain bearish on Tesla stock with shares north of $800 per share.Recent comments from the Federal Reserve following another 75 bps rate hike were soothing to investors owning high-multiple growth stocks. While the meeting could spark a relief rally in the most beaten-down names, Tesla’s long-term roadmap could prove very bumpy.Few firms, especially automakers, are immune from the effects of an economic contraction.Tesla Stock Clocks in Another Impressive ResultTesla is making beating on earnings a habit. The latest beat was powered by higher average selling prices and strong vehicle deliveries. Demand for Tesla’s hot line of EVs doesn’t seem to signal that a recession is on the horizon. Whether Tesla’s quarterly strength bodes well for the affluent consumer (who’s less rattled by inflation) remains to be seen.In any case, Tesla looks to have the momentum of a freight train as we head into a period of economic sluggishness. Whether Tesla’s sales momentum can carry it through this recession is the million-dollar question.Tesla remains the king of EVs, putting it on the right side of a powerful secular electrification trend that could span many years to come. After such quarterly strength, it certainly seems that secular tailwinds are stronger than economic headwinds.A strong brand, an impressive lineup of vehicles, and top-of-the-line technologies have been differentiating factors that could act as some sort of moat around the firm’s share of economic profits in the red-hot EV market.Revenues and margins seem to be on the uptrend. As Tesla’s Superchargers continue rolling out across the nation (and then the world), an increasing number of consumers will be willing to go electric with their next vehicle purchase.Tesla Stock: Worth the Premium Price Tag?Despite the powerful secular trends, I do not view Tesla’s moat as impenetrable. Tesla may be the EV leader today, but it’s uncertain whether Elon Musk’s empire can retain the throne 10 years from now. As traditional automakers go electric and become more tech-like, Tesla stock may face a considerable valuation multiple contraction.Alternatively, the electrifying automakers — think Ford (F) — might be rewarded with a substantial multiple expansion. I’d argue that the former case is more probable. The argument for Tesla’s premium multiple has been that the firm is a tech company that makes autos rather than an auto company with cool tech.Sure, Tesla has intriguing technologies running behind the hood (forgive the pun), but are such features and functionality replicable by other automakers who are beckoning in top tech talent? Probably. The playing field is bound to even through the decade, and I’d argue that Tesla may not be able to widen the lead over its competitors.Tech titan Apple (AAPL) has been rumored to be getting into the auto business for quite some time now. Currently, the rumor mill is pointing to an all-electric and autonomous vehicle that may launch in the latter part of this decade.As one of the most innovative technology companies on the planet, a move into the auto industry could weigh heavily on Tesla’s economic moat. Apple has the brand and tech to outdo almost any rival it chooses to fight over market share.All it took was one simple change in its iOS operating system to wreak havoc on social media companies. Apple’s ad business is relatively small today, but the move may lay the foundation for a bigger push in the future, perhaps once the metaverse goes mainstream.Apple’s entry into auto represents a top threat for Tesla, and I don’t think the threat is factored in at current valuations. Sure, Apple’s many years away from launching a car, but when it does, Tesla’s best days may fall into the rear-view mirror (again, sorry for the pun).Wall Street’s Take on TeslaTurning to Wall Street, Tesla has a Moderate Buy consensus rating based on 18 Buys, six Holds, and seven Sells assigned in the past three months. The average Tesla price target of $872.28 implies 3.5% upside potential. Analyst price targets range from a low of $73.00 per share to a high of $1,580 per share.Takeaway: The Valuation is Too High Relative to the RisksTesla is doing almost everything right these days. As we move into a recession, it may be tougher to continue blowing away the results. Further, competitive threats are poised to increase meaningfully over the next six years. Auto rivals and tech companies could find themselves breathing down Tesla’s neck. That doesn’t bode well for the rich multiple.","news_type":1},"isVote":1,"tweetType":1,"viewCount":391,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"EN","totalScore":0},{"id":9015965213,"gmtCreate":1649412603445,"gmtModify":1676534508054,"author":{"id":"4098788455583450","authorId":"4098788455583450","name":"HaoHawHow","avatar":"https://static.tigerbbs.com/dc08b83c4cf87507433274abc22e9ba6","crmLevel":1,"crmLevelSwitch":0,"followedFlag":false,"authorIdStr":"4098788455583450","idStr":"4098788455583450"},"themes":[],"htmlText":"Why do people always see short term? You just don't bet against Elon.&nbsp;","listText":"Why do people always see short term? You just don't bet against Elon.&nbsp;","text":"Why do people always see short term? You just don't bet against Elon.","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":5,"commentSize":0,"repostSize":0,"link":"https://ttm.financial/post/9015965213","repostId":"1145269833","repostType":2,"repost":{"id":"1145269833","kind":"news","pubTimestamp":1649408028,"share":"https://ttm.financial/m/news/1145269833?lang=&edition=fundamental","pubTime":"2022-04-08 16:53","market":"us","language":"en","title":"As Markets Waver, Tesla May Struggle to Regain Momentum","url":"https://stock-news.laohu8.com/highlight/detail?id=1145269833","media":"InvestorPlace","summary":"Future movement in TSLA stock is largely dependent on its earnings report later this month.The growt","content":"<html><head></head><body><p>Future movement in TSLA stock is largely dependent on its earnings report later this month.</p><p>The growth stock rally during March certainly played a role in <a href=\"https://laohu8.com/S/TSLA\">Tesla’s</a> move back to four-digit prices. But company-related news played a major role in extending the momentum through early April. Thanks to the electric vehicle (EV) maker’s record delivery numbers in the first quarter, TSLA stock received another boost in April.</p><p>However, shares have started to lose momentum. Chalk it up to both the market’s overall direction, Tesla shares are down slightly, yet remain above $1,000 per share. Even so, its slide could continue.</p><p>There’s been a spate of exciting news about the company lately. Besides the strong deliveries report, investors are excited about the opening of its gigafactory in Austin, Texas. On top of all this excitement, there’s elevated buzz around its CEO, Elon Musk. He recently purchased a stake in <a href=\"https://laohu8.com/S/TWTR\">Twitter</a> and was added to its board, which has resulted in a big run-up in TWTR stock.</p><p>Still, after all this excitement, things are bound to cool. With the big run-up, many are going to take profit. And with the market getting concerned again about the Federal Reserve’s rate hike plans, there’s a lot that could drive a considerable pullback for TSLA stock.</p><p>Admittedly though, one factor is a bit of a wild card. That would be the company’s upcoming earnings report, set to release after the market closes on April 20.</p><p>On one hand, given its delivery numbers, Tesla is likely to report strong results. In theory, this could help the stock get back its momentum. On the other hand, a negative guidance update could outweigh the positives. Shares could drop post-earnings, like they did following the release in January.</p><p>Even if it does see a post-earnings pop, this could be a short-lived boost. With the specter of tighter monetary policy once again top of mind, investors may opt to sell into strength as opposed to buying on the rumor, then buying more on the news.</p><p>While it still appears unsinkable, there’s no guarantee TSLA shares will regain their recently-lost momentum. Over a longer timeframe, if its growth doesn’t experience a considerable slowdown, the stock may be able to sustain and grow its valuation.</p><p>But over a shorter time frame, like between now and year’s end, it’s going to be difficult for TSLA stock to surge again as growth stocks start to fall out of favor again. It’ll be even more of a challenge for it to hit its past high or new highs. Keep this in mind if you’re mulling buying the dip today.</p></body></html>","source":"lsy1606302653667","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>As Markets Waver, Tesla May Struggle to Regain Momentum</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\">\nAs Markets Waver, Tesla May Struggle to Regain Momentum\n</h2>\n\n<h4 class=\"meta\">\n\n\n2022-04-08 16:53 GMT+8&nbsp;&nbsp;&nbsp;<a href=https://investorplace.com/2022/04/tsla-stock-as-markets-waver-may-struggle-regain-momentum/><strong>InvestorPlace</strong></a>\n\n\n</h4>\n\n</header>\n<article>\n<div>\n<p>Future movement in TSLA stock is largely dependent on its earnings report later this month.The growth stock rally during March certainly played a role in Tesla’s move back to four-digit prices. But ...</p>\n\n<a href=\"https://investorplace.com/2022/04/tsla-stock-as-markets-waver-may-struggle-regain-momentum/\">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://investorplace.com/2022/04/tsla-stock-as-markets-waver-may-struggle-regain-momentum/","is_english":true,"share_image_url":"https://static.laohu8.com/e9f99090a1c2ed51c021029395664489","article_id":"1145269833","content_text":"Future movement in TSLA stock is largely dependent on its earnings report later this month.The growth stock rally during March certainly played a role in Tesla’s move back to four-digit prices. But company-related news played a major role in extending the momentum through early April. Thanks to the electric vehicle (EV) maker’s record delivery numbers in the first quarter, TSLA stock received another boost in April.However, shares have started to lose momentum. Chalk it up to both the market’s overall direction, Tesla shares are down slightly, yet remain above $1,000 per share. Even so, its slide could continue.There’s been a spate of exciting news about the company lately. Besides the strong deliveries report, investors are excited about the opening of its gigafactory in Austin, Texas. On top of all this excitement, there’s elevated buzz around its CEO, Elon Musk. He recently purchased a stake in Twitter and was added to its board, which has resulted in a big run-up in TWTR stock.Still, after all this excitement, things are bound to cool. With the big run-up, many are going to take profit. And with the market getting concerned again about the Federal Reserve’s rate hike plans, there’s a lot that could drive a considerable pullback for TSLA stock.Admittedly though, one factor is a bit of a wild card. That would be the company’s upcoming earnings report, set to release after the market closes on April 20.On one hand, given its delivery numbers, Tesla is likely to report strong results. In theory, this could help the stock get back its momentum. On the other hand, a negative guidance update could outweigh the positives. Shares could drop post-earnings, like they did following the release in January.Even if it does see a post-earnings pop, this could be a short-lived boost. With the specter of tighter monetary policy once again top of mind, investors may opt to sell into strength as opposed to buying on the rumor, then buying more on the news.While it still appears unsinkable, there’s no guarantee TSLA shares will regain their recently-lost momentum. Over a longer timeframe, if its growth doesn’t experience a considerable slowdown, the stock may be able to sustain and grow its valuation.But over a shorter time frame, like between now and year’s end, it’s going to be difficult for TSLA stock to surge again as growth stocks start to fall out of favor again. It’ll be even more of a challenge for it to hit its past high or new highs. Keep this in mind if you’re mulling buying the dip today.","news_type":1},"isVote":1,"tweetType":1,"viewCount":156,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"EN","totalScore":0},{"id":9035665188,"gmtCreate":1647585391337,"gmtModify":1676534247847,"author":{"id":"4098788455583450","authorId":"4098788455583450","name":"HaoHawHow","avatar":"https://static.tigerbbs.com/dc08b83c4cf87507433274abc22e9ba6","crmLevel":1,"crmLevelSwitch":0,"followedFlag":false,"authorIdStr":"4098788455583450","idStr":"4098788455583450"},"themes":[],"htmlText":"You don't bet against Elon","listText":"You don't bet against Elon","text":"You don't bet against Elon","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":3,"commentSize":0,"repostSize":0,"link":"https://ttm.financial/post/9035665188","repostId":"1141156768","repostType":2,"repost":{"id":"1141156768","kind":"news","pubTimestamp":1647581958,"share":"https://ttm.financial/m/news/1141156768?lang=&edition=fundamental","pubTime":"2022-03-18 13:39","market":"us","language":"en","title":"EV Stock Valuations Make No Sense. Time to Recalibrate.","url":"https://stock-news.laohu8.com/highlight/detail?id=1141156768","media":"Barron's","summary":"Wild trading, due to a plethora of issues, has made it nearly impossible to track the valuations of electric-vehicle stocks like Tesla and Rivian. Recent ups and downs have shaken up the sector and th","content":"<html><head></head><body><p>Wild trading, due to a plethora of issues, has made it nearly impossible to track the valuations of electric-vehicle stocks like Tesla and Rivian. Recent ups and downs have shaken up the sector and the rankings of the most valuable, and the most highly valued, EV names.</p><p>Take Wednesday. EV stocks are rising dramatically, by widely varying amounts. Tesla (ticker: TSLA) stock is up 4.3%. A nice gain, but Rivian Automotive (RIVN) stock is up 11.1%. And American depositary receipts of Chinese EV maker XPeng (XPEV) are up more than 26%.</p><p>Two big things are driving EV stocks today. First, it’s a risk-on day for the market. The S&amp;P 500 and Dow Jones Industrial Average are up 1.7% and 1.2%, respectively.</p><p>Next, the Chinese government recently expressed a new desire to further support its domestic economy. That helped investors forget about some of their fears about the potential delistings of Chinese companies from U.S. exchanges, and focus more about improving demand in the world’s largest market for new cars and new EVs.</p><p>That factor helps Chinese EV shares the most. NIO (NIO) ADRs are up about 21%. Li Auto (LI) ADRs have gained more than 27% in Wednesday trading, roughly matching XPeng’s gains. But it’s also fair to attribute some of the Tesla gain to the Chinese news, too, as Tesla sells cars in that country.</p><p>What’s more, it’s also probably fair to attribute some of Rivian’s gain to the Chinese news. Rivian doesn’t sell cars in China, but all the EV players are linked, to some extent, by relative valuations. One EV stock going up can drive another EV stock up. The market always has an element of circular logic to it.</p><p>Through all the price changes, Tesla remains the most-valuable EV maker by a factor of almost 10. Second is BYD (1211.Hong Kong), which has a market value of about $93 billion. Those two are the only two EV makers that produce consistent profits.</p><p>The next most-valuable names, in order of descending market capitalization, are: Lucid (LCID); Polestar, which is merging with the SPAC Gores Guggenheim (GGPE); Rivian; NIO; Li Auto; and XPeng. Lucid’s market cap is about $39 billion. XPeng’s is about $23 billion.</p><p>At the beginning of 2022, Rivian was in third place, Lucid was fourth, and the Chinese EV names were all worth more than Polestar. The changing ranking can’t really be explained by EV valuation. Valuations, frankly, are all over the place.</p><p>Tesla, the bellwether, trades for about 10 times estimated sales. BYD, Lucid, Polestar, Rivian, NIO, Li, and XPeng trade for 3 times, 27 times, 11 times, 19 times, 5 times, 3 times, and 7 times, respectively. There isn’t an easy way to divine a pattern in any those multiples. Investors can’t correlate long-term-growth rates or near-term-profit expectations with the numbers.</p><p>Instead, EV stocks have been tossed on a sea of issues. China and the overall stock market are driving Wednesday trading. But EV stocks have also been impacted by rising interest rates, inflation, and parts shortages. In addition, a spike in gas prices, caused in part by Russia’s invasion of Ukraine, have fueled more interest in EVs and EV stocks.</p><p>Most of the 2022 developments have been negative. The EV stocks Barron’s tracks are down about 37% year to date on average.</p><p>Another small negative impacting the sector in 2022 is changing EV incentives. EV purchase incentives fell, a little, in China beginning in 2022. And U.S. EV buyers are still waiting for President Joe Biden to pass some of his incentives from the Build Back Better infrastructure bill that didn’t make it through Congress.</p><p>There is a lot going on in the EV space. Investors have to digest it all and come up with what EV stocks are worth. Investors could probably use a couple of weeks of calm trading to reset their expectations about absolute and relative valuations for all the players.</p></body></html>","source":"lsy1610680873436","collect":0,"html":"<!DOCTYPE html>\n<html>\n<head>\n<meta http-equiv=\"Content-Type\" content=\"text/html; charset=utf-8\" />\n<meta name=\"viewport\" content=\"width=device-width,initial-scale=1.0,minimum-scale=1.0,maximum-scale=1.0,user-scalable=no\"/>\n<meta name=\"format-detection\" content=\"telephone=no,email=no,address=no\" />\n<title>EV Stock Valuations Make No Sense. Time to Recalibrate.</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\">\nEV Stock Valuations Make No Sense. Time to Recalibrate.\n</h2>\n\n<h4 class=\"meta\">\n\n\n2022-03-18 13:39 GMT+8&nbsp;&nbsp;&nbsp;<a href=https://www.barrons.com/articles/tesla-stock-ev-51647452629?mod=hp_DAY_Theme_1_3><strong>Barron's</strong></a>\n\n\n</h4>\n\n</header>\n<article>\n<div>\n<p>Wild trading, due to a plethora of issues, has made it nearly impossible to track the valuations of electric-vehicle stocks like Tesla and Rivian. Recent ups and downs have shaken up the sector and ...</p>\n\n<a href=\"https://www.barrons.com/articles/tesla-stock-ev-51647452629?mod=hp_DAY_Theme_1_3\">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","RIVN":"Rivian Automotive, Inc.","TSLA":"特斯拉"},"source_url":"https://www.barrons.com/articles/tesla-stock-ev-51647452629?mod=hp_DAY_Theme_1_3","is_english":true,"share_image_url":"https://static.laohu8.com/e9f99090a1c2ed51c021029395664489","article_id":"1141156768","content_text":"Wild trading, due to a plethora of issues, has made it nearly impossible to track the valuations of electric-vehicle stocks like Tesla and Rivian. Recent ups and downs have shaken up the sector and the rankings of the most valuable, and the most highly valued, EV names.Take Wednesday. EV stocks are rising dramatically, by widely varying amounts. Tesla (ticker: TSLA) stock is up 4.3%. A nice gain, but Rivian Automotive (RIVN) stock is up 11.1%. And American depositary receipts of Chinese EV maker XPeng (XPEV) are up more than 26%.Two big things are driving EV stocks today. First, it’s a risk-on day for the market. The S&P 500 and Dow Jones Industrial Average are up 1.7% and 1.2%, respectively.Next, the Chinese government recently expressed a new desire to further support its domestic economy. That helped investors forget about some of their fears about the potential delistings of Chinese companies from U.S. exchanges, and focus more about improving demand in the world’s largest market for new cars and new EVs.That factor helps Chinese EV shares the most. NIO (NIO) ADRs are up about 21%. Li Auto (LI) ADRs have gained more than 27% in Wednesday trading, roughly matching XPeng’s gains. But it’s also fair to attribute some of the Tesla gain to the Chinese news, too, as Tesla sells cars in that country.What’s more, it’s also probably fair to attribute some of Rivian’s gain to the Chinese news. Rivian doesn’t sell cars in China, but all the EV players are linked, to some extent, by relative valuations. One EV stock going up can drive another EV stock up. The market always has an element of circular logic to it.Through all the price changes, Tesla remains the most-valuable EV maker by a factor of almost 10. Second is BYD (1211.Hong Kong), which has a market value of about $93 billion. Those two are the only two EV makers that produce consistent profits.The next most-valuable names, in order of descending market capitalization, are: Lucid (LCID); Polestar, which is merging with the SPAC Gores Guggenheim (GGPE); Rivian; NIO; Li Auto; and XPeng. Lucid’s market cap is about $39 billion. XPeng’s is about $23 billion.At the beginning of 2022, Rivian was in third place, Lucid was fourth, and the Chinese EV names were all worth more than Polestar. The changing ranking can’t really be explained by EV valuation. Valuations, frankly, are all over the place.Tesla, the bellwether, trades for about 10 times estimated sales. BYD, Lucid, Polestar, Rivian, NIO, Li, and XPeng trade for 3 times, 27 times, 11 times, 19 times, 5 times, 3 times, and 7 times, respectively. There isn’t an easy way to divine a pattern in any those multiples. Investors can’t correlate long-term-growth rates or near-term-profit expectations with the numbers.Instead, EV stocks have been tossed on a sea of issues. China and the overall stock market are driving Wednesday trading. But EV stocks have also been impacted by rising interest rates, inflation, and parts shortages. In addition, a spike in gas prices, caused in part by Russia’s invasion of Ukraine, have fueled more interest in EVs and EV stocks.Most of the 2022 developments have been negative. The EV stocks Barron’s tracks are down about 37% year to date on average.Another small negative impacting the sector in 2022 is changing EV incentives. EV purchase incentives fell, a little, in China beginning in 2022. And U.S. EV buyers are still waiting for President Joe Biden to pass some of his incentives from the Build Back Better infrastructure bill that didn’t make it through Congress.There is a lot going on in the EV space. Investors have to digest it all and come up with what EV stocks are worth. Investors could probably use a couple of weeks of calm trading to reset their expectations about absolute and relative valuations for all the players.","news_type":1},"isVote":1,"tweetType":1,"viewCount":362,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"EN","totalScore":0}],"hots":[{"id":9901933610,"gmtCreate":1659108740730,"gmtModify":1676536259151,"author":{"id":"4098788455583450","authorId":"4098788455583450","name":"HaoHawHow","avatar":"https://static.tigerbbs.com/dc08b83c4cf87507433274abc22e9ba6","crmLevel":1,"crmLevelSwitch":0,"followedFlag":false,"idStr":"4098788455583450","authorIdStr":"4098788455583450"},"themes":[],"htmlText":"I find it funny when people talk about competitive threats in 6 years...This means Tesla is 6 years ahead.&nbsp;do you know what tesla can achieve in 6 years. Tesla has plans for the long term&nbsp;you cannot just assume they are simply waiting for competitors&nbsp;to catch up. FSD? Optimus?&nbsp;","listText":"I find it funny when people talk about competitive threats in 6 years...This means Tesla is 6 years ahead.&nbsp;do you know what tesla can achieve in 6 years. Tesla has plans for the long term&nbsp;you cannot just assume they are simply waiting for competitors&nbsp;to catch up. FSD? Optimus?&nbsp;","text":"I find it funny when people talk about competitive threats in 6 years...This means Tesla is 6 years ahead. do you know what tesla can achieve in 6 years. Tesla has plans for the long term you cannot just assume they are simply waiting for competitors to catch up. FSD? Optimus?","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":7,"commentSize":0,"repostSize":0,"link":"https://ttm.financial/post/9901933610","repostId":"1119102662","repostType":2,"repost":{"id":"1119102662","kind":"news","pubTimestamp":1659105894,"share":"https://ttm.financial/m/news/1119102662?lang=&edition=fundamental","pubTime":"2022-07-29 22:44","market":"us","language":"en","title":"Tesla Stock Wildly Expensive after Q2 Earnings Surge","url":"https://stock-news.laohu8.com/highlight/detail?id=1119102662","media":"TipRanks","summary":"Story HighlightsTesla stock has been heating up following the release of some solid Q2 earnings results. Though industry tailwinds are powerful, it’s unclear what future quarters will hold as the rece","content":"<div>\n<p>Story HighlightsTesla stock has been heating up following the release of some solid Q2 earnings results. Though industry tailwinds are powerful, it’s unclear what future quarters will hold as the ...</p>\n\n<a href=\"https://www.tipranks.com/news/article/tesla-stock-wildly-expensive-after-quarterly-surge/\">Web Link</a>\n\n</div>\n","source":"lsy1606183248679","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 Wildly Expensive after Q2 Earnings Surge</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 Wildly Expensive after Q2 Earnings Surge\n</h2>\n\n<h4 class=\"meta\">\n\n\n2022-07-29 22:44 GMT+8&nbsp;&nbsp;&nbsp;<a href=https://www.tipranks.com/news/article/tesla-stock-wildly-expensive-after-quarterly-surge/><strong>TipRanks</strong></a>\n\n\n</h4>\n\n</header>\n<article>\n<div>\n<p>Story HighlightsTesla stock has been heating up following the release of some solid Q2 earnings results. Though industry tailwinds are powerful, it’s unclear what future quarters will hold as the ...</p>\n\n<a href=\"https://www.tipranks.com/news/article/tesla-stock-wildly-expensive-after-quarterly-surge/\">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.tipranks.com/news/article/tesla-stock-wildly-expensive-after-quarterly-surge/","is_english":true,"share_image_url":"https://static.laohu8.com/e9f99090a1c2ed51c021029395664489","article_id":"1119102662","content_text":"Story HighlightsTesla stock has been heating up following the release of some solid Q2 earnings results. Though industry tailwinds are powerful, it’s unclear what future quarters will hold as the recession hits while Tesla’s rivals grow stronger.Shares of Tesla (TSLA) are starting to really heat up again, now up more than 20% over the past month. Fuelling the bounce was Tesla’s impressive second-quarter beat and the relief rally experienced by the broader tech sector. Though the 57% earnings pop was impressive, the valuation remains incredibly stretched. Further, investors may underestimate the potential for a steep slide as the world economy tilts into a recession.Not to take away from the incredible efforts of Elon Musk and company, but 12.1 times sales is just too high a price for an automaker that faces a wave of hungry rivals over the coming decade. For now, I remain bearish on Tesla stock with shares north of $800 per share.Recent comments from the Federal Reserve following another 75 bps rate hike were soothing to investors owning high-multiple growth stocks. While the meeting could spark a relief rally in the most beaten-down names, Tesla’s long-term roadmap could prove very bumpy.Few firms, especially automakers, are immune from the effects of an economic contraction.Tesla Stock Clocks in Another Impressive ResultTesla is making beating on earnings a habit. The latest beat was powered by higher average selling prices and strong vehicle deliveries. Demand for Tesla’s hot line of EVs doesn’t seem to signal that a recession is on the horizon. Whether Tesla’s quarterly strength bodes well for the affluent consumer (who’s less rattled by inflation) remains to be seen.In any case, Tesla looks to have the momentum of a freight train as we head into a period of economic sluggishness. Whether Tesla’s sales momentum can carry it through this recession is the million-dollar question.Tesla remains the king of EVs, putting it on the right side of a powerful secular electrification trend that could span many years to come. After such quarterly strength, it certainly seems that secular tailwinds are stronger than economic headwinds.A strong brand, an impressive lineup of vehicles, and top-of-the-line technologies have been differentiating factors that could act as some sort of moat around the firm’s share of economic profits in the red-hot EV market.Revenues and margins seem to be on the uptrend. As Tesla’s Superchargers continue rolling out across the nation (and then the world), an increasing number of consumers will be willing to go electric with their next vehicle purchase.Tesla Stock: Worth the Premium Price Tag?Despite the powerful secular trends, I do not view Tesla’s moat as impenetrable. Tesla may be the EV leader today, but it’s uncertain whether Elon Musk’s empire can retain the throne 10 years from now. As traditional automakers go electric and become more tech-like, Tesla stock may face a considerable valuation multiple contraction.Alternatively, the electrifying automakers — think Ford (F) — might be rewarded with a substantial multiple expansion. I’d argue that the former case is more probable. The argument for Tesla’s premium multiple has been that the firm is a tech company that makes autos rather than an auto company with cool tech.Sure, Tesla has intriguing technologies running behind the hood (forgive the pun), but are such features and functionality replicable by other automakers who are beckoning in top tech talent? Probably. The playing field is bound to even through the decade, and I’d argue that Tesla may not be able to widen the lead over its competitors.Tech titan Apple (AAPL) has been rumored to be getting into the auto business for quite some time now. Currently, the rumor mill is pointing to an all-electric and autonomous vehicle that may launch in the latter part of this decade.As one of the most innovative technology companies on the planet, a move into the auto industry could weigh heavily on Tesla’s economic moat. Apple has the brand and tech to outdo almost any rival it chooses to fight over market share.All it took was one simple change in its iOS operating system to wreak havoc on social media companies. Apple’s ad business is relatively small today, but the move may lay the foundation for a bigger push in the future, perhaps once the metaverse goes mainstream.Apple’s entry into auto represents a top threat for Tesla, and I don’t think the threat is factored in at current valuations. Sure, Apple’s many years away from launching a car, but when it does, Tesla’s best days may fall into the rear-view mirror (again, sorry for the pun).Wall Street’s Take on TeslaTurning to Wall Street, Tesla has a Moderate Buy consensus rating based on 18 Buys, six Holds, and seven Sells assigned in the past three months. The average Tesla price target of $872.28 implies 3.5% upside potential. Analyst price targets range from a low of $73.00 per share to a high of $1,580 per share.Takeaway: The Valuation is Too High Relative to the RisksTesla is doing almost everything right these days. As we move into a recession, it may be tougher to continue blowing away the results. Further, competitive threats are poised to increase meaningfully over the next six years. Auto rivals and tech companies could find themselves breathing down Tesla’s neck. That doesn’t bode well for the rich multiple.","news_type":1},"isVote":1,"tweetType":1,"viewCount":391,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"EN","totalScore":0},{"id":9035665188,"gmtCreate":1647585391337,"gmtModify":1676534247847,"author":{"id":"4098788455583450","authorId":"4098788455583450","name":"HaoHawHow","avatar":"https://static.tigerbbs.com/dc08b83c4cf87507433274abc22e9ba6","crmLevel":1,"crmLevelSwitch":0,"followedFlag":false,"idStr":"4098788455583450","authorIdStr":"4098788455583450"},"themes":[],"htmlText":"You don't bet against Elon","listText":"You don't bet against Elon","text":"You don't bet against Elon","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":3,"commentSize":0,"repostSize":0,"link":"https://ttm.financial/post/9035665188","repostId":"1141156768","repostType":2,"repost":{"id":"1141156768","kind":"news","pubTimestamp":1647581958,"share":"https://ttm.financial/m/news/1141156768?lang=&edition=fundamental","pubTime":"2022-03-18 13:39","market":"us","language":"en","title":"EV Stock Valuations Make No Sense. Time to Recalibrate.","url":"https://stock-news.laohu8.com/highlight/detail?id=1141156768","media":"Barron's","summary":"Wild trading, due to a plethora of issues, has made it nearly impossible to track the valuations of electric-vehicle stocks like Tesla and Rivian. Recent ups and downs have shaken up the sector and th","content":"<html><head></head><body><p>Wild trading, due to a plethora of issues, has made it nearly impossible to track the valuations of electric-vehicle stocks like Tesla and Rivian. Recent ups and downs have shaken up the sector and the rankings of the most valuable, and the most highly valued, EV names.</p><p>Take Wednesday. EV stocks are rising dramatically, by widely varying amounts. Tesla (ticker: TSLA) stock is up 4.3%. A nice gain, but Rivian Automotive (RIVN) stock is up 11.1%. And American depositary receipts of Chinese EV maker XPeng (XPEV) are up more than 26%.</p><p>Two big things are driving EV stocks today. First, it’s a risk-on day for the market. The S&amp;P 500 and Dow Jones Industrial Average are up 1.7% and 1.2%, respectively.</p><p>Next, the Chinese government recently expressed a new desire to further support its domestic economy. That helped investors forget about some of their fears about the potential delistings of Chinese companies from U.S. exchanges, and focus more about improving demand in the world’s largest market for new cars and new EVs.</p><p>That factor helps Chinese EV shares the most. NIO (NIO) ADRs are up about 21%. Li Auto (LI) ADRs have gained more than 27% in Wednesday trading, roughly matching XPeng’s gains. But it’s also fair to attribute some of the Tesla gain to the Chinese news, too, as Tesla sells cars in that country.</p><p>What’s more, it’s also probably fair to attribute some of Rivian’s gain to the Chinese news. Rivian doesn’t sell cars in China, but all the EV players are linked, to some extent, by relative valuations. One EV stock going up can drive another EV stock up. The market always has an element of circular logic to it.</p><p>Through all the price changes, Tesla remains the most-valuable EV maker by a factor of almost 10. Second is BYD (1211.Hong Kong), which has a market value of about $93 billion. Those two are the only two EV makers that produce consistent profits.</p><p>The next most-valuable names, in order of descending market capitalization, are: Lucid (LCID); Polestar, which is merging with the SPAC Gores Guggenheim (GGPE); Rivian; NIO; Li Auto; and XPeng. Lucid’s market cap is about $39 billion. XPeng’s is about $23 billion.</p><p>At the beginning of 2022, Rivian was in third place, Lucid was fourth, and the Chinese EV names were all worth more than Polestar. The changing ranking can’t really be explained by EV valuation. Valuations, frankly, are all over the place.</p><p>Tesla, the bellwether, trades for about 10 times estimated sales. BYD, Lucid, Polestar, Rivian, NIO, Li, and XPeng trade for 3 times, 27 times, 11 times, 19 times, 5 times, 3 times, and 7 times, respectively. There isn’t an easy way to divine a pattern in any those multiples. Investors can’t correlate long-term-growth rates or near-term-profit expectations with the numbers.</p><p>Instead, EV stocks have been tossed on a sea of issues. China and the overall stock market are driving Wednesday trading. But EV stocks have also been impacted by rising interest rates, inflation, and parts shortages. In addition, a spike in gas prices, caused in part by Russia’s invasion of Ukraine, have fueled more interest in EVs and EV stocks.</p><p>Most of the 2022 developments have been negative. The EV stocks Barron’s tracks are down about 37% year to date on average.</p><p>Another small negative impacting the sector in 2022 is changing EV incentives. EV purchase incentives fell, a little, in China beginning in 2022. And U.S. EV buyers are still waiting for President Joe Biden to pass some of his incentives from the Build Back Better infrastructure bill that didn’t make it through Congress.</p><p>There is a lot going on in the EV space. Investors have to digest it all and come up with what EV stocks are worth. Investors could probably use a couple of weeks of calm trading to reset their expectations about absolute and relative valuations for all the players.</p></body></html>","source":"lsy1610680873436","collect":0,"html":"<!DOCTYPE html>\n<html>\n<head>\n<meta http-equiv=\"Content-Type\" content=\"text/html; charset=utf-8\" />\n<meta name=\"viewport\" content=\"width=device-width,initial-scale=1.0,minimum-scale=1.0,maximum-scale=1.0,user-scalable=no\"/>\n<meta name=\"format-detection\" content=\"telephone=no,email=no,address=no\" />\n<title>EV Stock Valuations Make No Sense. Time to Recalibrate.</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\">\nEV Stock Valuations Make No Sense. Time to Recalibrate.\n</h2>\n\n<h4 class=\"meta\">\n\n\n2022-03-18 13:39 GMT+8&nbsp;&nbsp;&nbsp;<a href=https://www.barrons.com/articles/tesla-stock-ev-51647452629?mod=hp_DAY_Theme_1_3><strong>Barron's</strong></a>\n\n\n</h4>\n\n</header>\n<article>\n<div>\n<p>Wild trading, due to a plethora of issues, has made it nearly impossible to track the valuations of electric-vehicle stocks like Tesla and Rivian. Recent ups and downs have shaken up the sector and ...</p>\n\n<a href=\"https://www.barrons.com/articles/tesla-stock-ev-51647452629?mod=hp_DAY_Theme_1_3\">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","RIVN":"Rivian Automotive, Inc.","TSLA":"特斯拉"},"source_url":"https://www.barrons.com/articles/tesla-stock-ev-51647452629?mod=hp_DAY_Theme_1_3","is_english":true,"share_image_url":"https://static.laohu8.com/e9f99090a1c2ed51c021029395664489","article_id":"1141156768","content_text":"Wild trading, due to a plethora of issues, has made it nearly impossible to track the valuations of electric-vehicle stocks like Tesla and Rivian. Recent ups and downs have shaken up the sector and the rankings of the most valuable, and the most highly valued, EV names.Take Wednesday. EV stocks are rising dramatically, by widely varying amounts. Tesla (ticker: TSLA) stock is up 4.3%. A nice gain, but Rivian Automotive (RIVN) stock is up 11.1%. And American depositary receipts of Chinese EV maker XPeng (XPEV) are up more than 26%.Two big things are driving EV stocks today. First, it’s a risk-on day for the market. The S&P 500 and Dow Jones Industrial Average are up 1.7% and 1.2%, respectively.Next, the Chinese government recently expressed a new desire to further support its domestic economy. That helped investors forget about some of their fears about the potential delistings of Chinese companies from U.S. exchanges, and focus more about improving demand in the world’s largest market for new cars and new EVs.That factor helps Chinese EV shares the most. NIO (NIO) ADRs are up about 21%. Li Auto (LI) ADRs have gained more than 27% in Wednesday trading, roughly matching XPeng’s gains. But it’s also fair to attribute some of the Tesla gain to the Chinese news, too, as Tesla sells cars in that country.What’s more, it’s also probably fair to attribute some of Rivian’s gain to the Chinese news. Rivian doesn’t sell cars in China, but all the EV players are linked, to some extent, by relative valuations. One EV stock going up can drive another EV stock up. The market always has an element of circular logic to it.Through all the price changes, Tesla remains the most-valuable EV maker by a factor of almost 10. Second is BYD (1211.Hong Kong), which has a market value of about $93 billion. Those two are the only two EV makers that produce consistent profits.The next most-valuable names, in order of descending market capitalization, are: Lucid (LCID); Polestar, which is merging with the SPAC Gores Guggenheim (GGPE); Rivian; NIO; Li Auto; and XPeng. Lucid’s market cap is about $39 billion. XPeng’s is about $23 billion.At the beginning of 2022, Rivian was in third place, Lucid was fourth, and the Chinese EV names were all worth more than Polestar. The changing ranking can’t really be explained by EV valuation. Valuations, frankly, are all over the place.Tesla, the bellwether, trades for about 10 times estimated sales. BYD, Lucid, Polestar, Rivian, NIO, Li, and XPeng trade for 3 times, 27 times, 11 times, 19 times, 5 times, 3 times, and 7 times, respectively. There isn’t an easy way to divine a pattern in any those multiples. Investors can’t correlate long-term-growth rates or near-term-profit expectations with the numbers.Instead, EV stocks have been tossed on a sea of issues. China and the overall stock market are driving Wednesday trading. But EV stocks have also been impacted by rising interest rates, inflation, and parts shortages. In addition, a spike in gas prices, caused in part by Russia’s invasion of Ukraine, have fueled more interest in EVs and EV stocks.Most of the 2022 developments have been negative. The EV stocks Barron’s tracks are down about 37% year to date on average.Another small negative impacting the sector in 2022 is changing EV incentives. EV purchase incentives fell, a little, in China beginning in 2022. And U.S. EV buyers are still waiting for President Joe Biden to pass some of his incentives from the Build Back Better infrastructure bill that didn’t make it through Congress.There is a lot going on in the EV space. Investors have to digest it all and come up with what EV stocks are worth. Investors could probably use a couple of weeks of calm trading to reset their expectations about absolute and relative valuations for all the players.","news_type":1},"isVote":1,"tweetType":1,"viewCount":362,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"EN","totalScore":0},{"id":9916254821,"gmtCreate":1664608214164,"gmtModify":1676537484802,"author":{"id":"4098788455583450","authorId":"4098788455583450","name":"HaoHawHow","avatar":"https://static.tigerbbs.com/dc08b83c4cf87507433274abc22e9ba6","crmLevel":1,"crmLevelSwitch":0,"followedFlag":false,"idStr":"4098788455583450","authorIdStr":"4098788455583450"},"themes":[],"htmlText":"You don't bet against Elon","listText":"You don't bet against Elon","text":"You don't bet against Elon","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":4,"commentSize":1,"repostSize":0,"link":"https://ttm.financial/post/9916254821","repostId":"1193309788","repostType":2,"repost":{"id":"1193309788","kind":"news","pubTimestamp":1664595315,"share":"https://ttm.financial/m/news/1193309788?lang=&edition=fundamental","pubTime":"2022-10-01 11:35","market":"us","language":"en","title":"Tesla: A New Problem Is Emerging","url":"https://stock-news.laohu8.com/highlight/detail?id=1193309788","media":"Seeking Alpha","summary":"SummaryThe world is experiencing an energy crisis. Costs for natural gas, electricity, etc. are exploding.With soaring electricity costs, EVs are losing their fuel cost advantage. Charging a Tesla has","content":"<html><head></head><body><p><b>Summary</b></p><ul><li>The world is experiencing an energy crisis. Costs for natural gas, electricity, etc. are exploding.</li><li>With soaring electricity costs, EVs are losing their fuel cost advantage. Charging a Tesla has become more expensive than fueling a comparable ICE vehicle in Europe, for example.</li><li>With the macro picture getting more dire, highly expensive Tesla does not look like a great investment today.</li></ul><p><b>Article Thesis</b></p><p>Tesla (NASDAQ: TSLA) is a leading electric vehicle manufacturer. The stock is priced for perfection, however, despite growing competition, rising costs for materials, and a global economic slowdown. On top of that, the ongoing global energy crisis is hurting Tesla in two ways, as I&#39;ll explain in this article. Overall, that means that Tesla does not seem like an attractive pick at current prices, I believe.</p><p><b>The Globe Is Experiencing An Energy Crisis</b></p><p>The world&#39;s hunger for energy continues to grow, as it has for many years. At the same time, ESG mandates and regulatory pressures have led to underinvestment in (fossil) energy production, which has resulted in a tight supply-demand situation. On top of that, the ongoing Russia-Ukraine war has exacerbated issues in global energy markets. That has led to exploding energy prices across all kinds of commodities. Rising gasoline prices have gotten a lot of attention, but price increases were even more pronounced in other areas:</p><p><img src=\"https://static.tigerbbs.com/310db03212b3ca50edd73f7cf9c0099f\" tg-width=\"635\" tg-height=\"433\" referrerpolicy=\"no-referrer\"/>Data by YCharts</p><p>WTI is up by just a couple of percentage points over the last year, while gasoline has become 17% more expensive over the last twelve months. Especially in Europe and Asia, price increases of non-oil-based energy products have been way more drastic.</p><p>Natural gas prices in Europe, for example, have exploded upwards by more than 1,000% over the last two years:</p><p><img src=\"https://static.tigerbbs.com/154cf787e37dbe1b284b31742d65d999\" tg-width=\"640\" tg-height=\"176\" referrerpolicy=\"no-referrer\"/></p><p>theice.com</p><p>Contracts rose from $15 two years ago to more than $200 today, dwarfing the increase in oil prices. Natural gas in Asia, e.g. measured by JKM, has become incredibly more expensive as well. Likewise, electricity has become way more expensive in Europe -- driven, to a large degree, by the huge increase in natural gas prices:</p><p><img src=\"https://static.tigerbbs.com/673c6fced99747383340bf173bad26c9\" tg-width=\"640\" tg-height=\"257\" referrerpolicy=\"no-referrer\"/></p><p>tradingview.com</p><p>Market prices (day-ahead) for electricity soared by several hundred percentage points over the last year in leading European countries such as Germany and France. Price increases for forward months have been even higher, e.g. for the coming winter months.Base load prices for Q1 2023 are north of €500 per MWh in Germany, for example. Peak-load prices for the same quarter are even higher, at close to €800 per MWh.</p><p>In many other markets around the world, electricity is scarce and has become very expensive as well. China is of note, for example. Weather anomalies in the country have led to below-average power generation from hydro, which has led to shortages and steep price increases.</p><p>Overall, we can summarize that energy has become way more expensive in many areas of the world. Oil prices and gasoline prices get a lot of attention, but they have actually not moved up much versus the massive increases by hundreds of percentage points we have seen in electricity, natural gas, and even thermal coal-- which is up 350% over the last five years. Why does this matter for Tesla? Let&#39;s delve into the details.</p><p><b>Impact On Tesla: Items To Consider</b></p><p>So why does it matter that the global energy crisis has led to massive increases in the price of natural gas, electricity, etc. when it comes to an investment in TSLA stock? There are several negative impacts this will have on Tesla, I believe. Some of those are Tesla-specific, others impact other automobile companies as well.</p><p><b>Free Supercharger</b></p><p>First, Tesla will lose more money with the free supercharger for life deal it offered in the past. With electricity costs soaring, those that can charge for free at superchargers will be more inclined to do so. This will mean that Tesla will have to offer more electricity for free. At the same time, that electricity comes at a higher cost for Tesla, as market prices for electricity have soared in important end markets. Overall, this means that Tesla will lose more money on its supercharger-for-life deals than previously thought.</p><p><b>EVs Lose Their Cost Advantage</b></p><p>For a long time, EVs were touted as cheaper than ICE-powered vehicles when it comes to fuel costs. But due to the massive increase in electricity prices, relative to the way more benign increase in gasoline prices, that does no longer hold true. Let&#39;s look at an example.</p><p>The Tesla Model 3 uses 17 kWh per 100 km. A comparable ICE car, such as the BMW 3 series (OTCPK:BMWYY), uses around 5.0 liters of diesel for the same 100 km. When electricity prices were way lower than they are right now, that made for a clear cost advantage for Tesla. But more recently, that&#39;s no longer true -- at least not in all markets. Tesla currently sells electricity for €0.70 per kWh at its superchargers in Germany, where it recently opened one of its Gigafactories, making this an important market for Tesla. That means that driving a Model 3 for 100 km results in fuel expenses of €11.90, or around $11.50. Diesel currently costs €1.98 per liter in Germany on average. The BMW 3 series thus uses €9.90, or $9.60 per 100 km. Using an ICE-powered BMW that is comparable to Tesla&#39;s EV thus costs around 20% less in fuel expenses today in Germany. The former cost advantage for EVs has turned into a cost disadvantage in Europe&#39;s biggest market and one where Tesla thought it had a lot of potential -- otherwise, it wouldn&#39;t have built a Gigafactory there. In other European countries, things are looking comparable. In the UK, for example, the diesel-powered BMW 3 costs around $10 per 100 km, while the Tesla Model 3 costs around $11 per 100 km.</p><p>This means that one of the key arguments for buying an EV, lower fuel costs, is no longer valid, at least in some of Tesla&#39;s markets. In the US, where electricity cost per kWh differs very much from state to state, there are some markets where EVs are still cheaper to fuel. But even in the US, some markets are more favorable for ICE vehicles right now, such as California with its high electricity prices. With this key argument for switching to an EV gone, EV manufacturers such as Tesla could have a harder time convincing consumers to make the switch. Many consumers, especially those that feel the pinch from the current economic slowdown, will ask themselves why they should buy a new vehicle for many thousands of dollars just to have their fuel expenses go up.</p><p><b>Higher Production Costs</b></p><p>The process of manufacturing batteries is highly energy intensive. That energy usually does not come in the form of oil (which has gone up in price only slightly), but typically in the form of electricity -- which has gotten way more expensive. Battery manufacturing thus is feeling a considerable cost headwind in the current environment, and the biggest battery users in the world, such as Tesla, will likely feel the largest impact.</p><p>In Europe and China, energy-intensive manufacturing is oftentimes either unprofitable or forced to scale back due to regulatory demands to conserve energy. This will hinder Tesla&#39;s Gigafactories in Germany and China, making it quite exposed to electricity/energy shortages around the world. EV companies with less exposure to Europe and China, such as Ford with its US focus, could be more advantaged in the current environment, as energy shortages are less pronounced in the United States.</p><p><b>Cash-Strapped Consumers Might Keep Their Cars Longer</b></p><p>With energy prices soaring, especially in Europe, consumer sentiment is falling off a cliff. Consumers have to spend more on essentials such as electricity, heating, and food, which means that they have less money left over for non-essential, discretionary consumer goods.</p><p>Ultra-high-end manufacturers such as Ferrari (RACE) will likely feel less of an impact, as middle-class households don&#39;t buy Ferraris anyway and as very wealthy consumers don&#39;t feel much of a pinch from higher energy costs. But Tesla, along with competitors such as BMW or Audi, could feel an impact from middle class/upper middle class consumers becoming more frugal. When essential expenses are soaring, and when the risk of a job loss increases due to the ongoing economic downturn, many consumers will be more reluctant to acquire a costly new vehicle. One can argue that this is already being reflected by the declining wait times for many of Tesla&#39;s models in China, which is experiencing many of the same headwinds as Europe -- growing energy costs and an economic slowdown.</p><p><b>Summing Things Up</b></p><p>Tesla is a leading EV company. Depending on whether one counts plug-in hybrids or not, it&#39;s either the largest or second-largest EV manufacturer in the world. But the company is highly expensive, trading at well above 60x forward earnings, while traditional auto peers such as Mercedes (OTCPK:MBGYY) trade at less than 5x forward profits. Competition is growing, input costs are rising quickly, and consumer discretionary companies including Tesla are highly exposed to a global economic downturn.</p><p>Add the above issues stemming from the global energy shortage, such as waning advantages for EVs due to high charging costs and Tesla&#39;s growing costs for its supercharger-for-life deals, and it does not look like Tesla is a good buy today. Last but not least, rising interest rates are pressuring all equities, but have the largest impact on long-duration stocks such as Tesla. Overall, I see more reasons to be bearish than to be bullish right here, which is why I think Tesla is an avoid today, although I have no intention of going short the stock.</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: A New Problem Is Emerging</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: A New Problem Is Emerging\n</h2>\n\n<h4 class=\"meta\">\n\n\n2022-10-01 11:35 GMT+8&nbsp;&nbsp;&nbsp;<a href=https://seekingalpha.com/article/4543975-tesla-stock-new-problem-emerging><strong>Seeking Alpha</strong></a>\n\n\n</h4>\n\n</header>\n<article>\n<div>\n<p>SummaryThe world is experiencing an energy crisis. Costs for natural gas, electricity, etc. are exploding.With soaring electricity costs, EVs are losing their fuel cost advantage. Charging a Tesla has...</p>\n\n<a href=\"https://seekingalpha.com/article/4543975-tesla-stock-new-problem-emerging\">Web Link</a>\n\n</div>\n\n\n</article>\n</div>\n</body>\n</html>\n","type":0,"thumbnail":"","relate_stocks":{"TSLA":"特斯拉"},"source_url":"https://seekingalpha.com/article/4543975-tesla-stock-new-problem-emerging","is_english":true,"share_image_url":"https://static.laohu8.com/e9f99090a1c2ed51c021029395664489","article_id":"1193309788","content_text":"SummaryThe world is experiencing an energy crisis. Costs for natural gas, electricity, etc. are exploding.With soaring electricity costs, EVs are losing their fuel cost advantage. Charging a Tesla has become more expensive than fueling a comparable ICE vehicle in Europe, for example.With the macro picture getting more dire, highly expensive Tesla does not look like a great investment today.Article ThesisTesla (NASDAQ: TSLA) is a leading electric vehicle manufacturer. The stock is priced for perfection, however, despite growing competition, rising costs for materials, and a global economic slowdown. On top of that, the ongoing global energy crisis is hurting Tesla in two ways, as I'll explain in this article. Overall, that means that Tesla does not seem like an attractive pick at current prices, I believe.The Globe Is Experiencing An Energy CrisisThe world's hunger for energy continues to grow, as it has for many years. At the same time, ESG mandates and regulatory pressures have led to underinvestment in (fossil) energy production, which has resulted in a tight supply-demand situation. On top of that, the ongoing Russia-Ukraine war has exacerbated issues in global energy markets. That has led to exploding energy prices across all kinds of commodities. Rising gasoline prices have gotten a lot of attention, but price increases were even more pronounced in other areas:Data by YChartsWTI is up by just a couple of percentage points over the last year, while gasoline has become 17% more expensive over the last twelve months. Especially in Europe and Asia, price increases of non-oil-based energy products have been way more drastic.Natural gas prices in Europe, for example, have exploded upwards by more than 1,000% over the last two years:theice.comContracts rose from $15 two years ago to more than $200 today, dwarfing the increase in oil prices. Natural gas in Asia, e.g. measured by JKM, has become incredibly more expensive as well. Likewise, electricity has become way more expensive in Europe -- driven, to a large degree, by the huge increase in natural gas prices:tradingview.comMarket prices (day-ahead) for electricity soared by several hundred percentage points over the last year in leading European countries such as Germany and France. Price increases for forward months have been even higher, e.g. for the coming winter months.Base load prices for Q1 2023 are north of €500 per MWh in Germany, for example. Peak-load prices for the same quarter are even higher, at close to €800 per MWh.In many other markets around the world, electricity is scarce and has become very expensive as well. China is of note, for example. Weather anomalies in the country have led to below-average power generation from hydro, which has led to shortages and steep price increases.Overall, we can summarize that energy has become way more expensive in many areas of the world. Oil prices and gasoline prices get a lot of attention, but they have actually not moved up much versus the massive increases by hundreds of percentage points we have seen in electricity, natural gas, and even thermal coal-- which is up 350% over the last five years. Why does this matter for Tesla? Let's delve into the details.Impact On Tesla: Items To ConsiderSo why does it matter that the global energy crisis has led to massive increases in the price of natural gas, electricity, etc. when it comes to an investment in TSLA stock? There are several negative impacts this will have on Tesla, I believe. Some of those are Tesla-specific, others impact other automobile companies as well.Free SuperchargerFirst, Tesla will lose more money with the free supercharger for life deal it offered in the past. With electricity costs soaring, those that can charge for free at superchargers will be more inclined to do so. This will mean that Tesla will have to offer more electricity for free. At the same time, that electricity comes at a higher cost for Tesla, as market prices for electricity have soared in important end markets. Overall, this means that Tesla will lose more money on its supercharger-for-life deals than previously thought.EVs Lose Their Cost AdvantageFor a long time, EVs were touted as cheaper than ICE-powered vehicles when it comes to fuel costs. But due to the massive increase in electricity prices, relative to the way more benign increase in gasoline prices, that does no longer hold true. Let's look at an example.The Tesla Model 3 uses 17 kWh per 100 km. A comparable ICE car, such as the BMW 3 series (OTCPK:BMWYY), uses around 5.0 liters of diesel for the same 100 km. When electricity prices were way lower than they are right now, that made for a clear cost advantage for Tesla. But more recently, that's no longer true -- at least not in all markets. Tesla currently sells electricity for €0.70 per kWh at its superchargers in Germany, where it recently opened one of its Gigafactories, making this an important market for Tesla. That means that driving a Model 3 for 100 km results in fuel expenses of €11.90, or around $11.50. Diesel currently costs €1.98 per liter in Germany on average. The BMW 3 series thus uses €9.90, or $9.60 per 100 km. Using an ICE-powered BMW that is comparable to Tesla's EV thus costs around 20% less in fuel expenses today in Germany. The former cost advantage for EVs has turned into a cost disadvantage in Europe's biggest market and one where Tesla thought it had a lot of potential -- otherwise, it wouldn't have built a Gigafactory there. In other European countries, things are looking comparable. In the UK, for example, the diesel-powered BMW 3 costs around $10 per 100 km, while the Tesla Model 3 costs around $11 per 100 km.This means that one of the key arguments for buying an EV, lower fuel costs, is no longer valid, at least in some of Tesla's markets. In the US, where electricity cost per kWh differs very much from state to state, there are some markets where EVs are still cheaper to fuel. But even in the US, some markets are more favorable for ICE vehicles right now, such as California with its high electricity prices. With this key argument for switching to an EV gone, EV manufacturers such as Tesla could have a harder time convincing consumers to make the switch. Many consumers, especially those that feel the pinch from the current economic slowdown, will ask themselves why they should buy a new vehicle for many thousands of dollars just to have their fuel expenses go up.Higher Production CostsThe process of manufacturing batteries is highly energy intensive. That energy usually does not come in the form of oil (which has gone up in price only slightly), but typically in the form of electricity -- which has gotten way more expensive. Battery manufacturing thus is feeling a considerable cost headwind in the current environment, and the biggest battery users in the world, such as Tesla, will likely feel the largest impact.In Europe and China, energy-intensive manufacturing is oftentimes either unprofitable or forced to scale back due to regulatory demands to conserve energy. This will hinder Tesla's Gigafactories in Germany and China, making it quite exposed to electricity/energy shortages around the world. EV companies with less exposure to Europe and China, such as Ford with its US focus, could be more advantaged in the current environment, as energy shortages are less pronounced in the United States.Cash-Strapped Consumers Might Keep Their Cars LongerWith energy prices soaring, especially in Europe, consumer sentiment is falling off a cliff. Consumers have to spend more on essentials such as electricity, heating, and food, which means that they have less money left over for non-essential, discretionary consumer goods.Ultra-high-end manufacturers such as Ferrari (RACE) will likely feel less of an impact, as middle-class households don't buy Ferraris anyway and as very wealthy consumers don't feel much of a pinch from higher energy costs. But Tesla, along with competitors such as BMW or Audi, could feel an impact from middle class/upper middle class consumers becoming more frugal. When essential expenses are soaring, and when the risk of a job loss increases due to the ongoing economic downturn, many consumers will be more reluctant to acquire a costly new vehicle. One can argue that this is already being reflected by the declining wait times for many of Tesla's models in China, which is experiencing many of the same headwinds as Europe -- growing energy costs and an economic slowdown.Summing Things UpTesla is a leading EV company. Depending on whether one counts plug-in hybrids or not, it's either the largest or second-largest EV manufacturer in the world. But the company is highly expensive, trading at well above 60x forward earnings, while traditional auto peers such as Mercedes (OTCPK:MBGYY) trade at less than 5x forward profits. Competition is growing, input costs are rising quickly, and consumer discretionary companies including Tesla are highly exposed to a global economic downturn.Add the above issues stemming from the global energy shortage, such as waning advantages for EVs due to high charging costs and Tesla's growing costs for its supercharger-for-life deals, and it does not look like Tesla is a good buy today. Last but not least, rising interest rates are pressuring all equities, but have the largest impact on long-duration stocks such as Tesla. Overall, I see more reasons to be bearish than to be bullish right here, which is why I think Tesla is an avoid today, although I have no intention of going short the stock.","news_type":1},"isVote":1,"tweetType":1,"viewCount":222,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"EN","totalScore":0},{"id":9015965213,"gmtCreate":1649412603445,"gmtModify":1676534508054,"author":{"id":"4098788455583450","authorId":"4098788455583450","name":"HaoHawHow","avatar":"https://static.tigerbbs.com/dc08b83c4cf87507433274abc22e9ba6","crmLevel":1,"crmLevelSwitch":0,"followedFlag":false,"idStr":"4098788455583450","authorIdStr":"4098788455583450"},"themes":[],"htmlText":"Why do people always see short term? You just don't bet against Elon.&nbsp;","listText":"Why do people always see short term? You just don't bet against Elon.&nbsp;","text":"Why do people always see short term? You just don't bet against Elon.","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":5,"commentSize":0,"repostSize":0,"link":"https://ttm.financial/post/9015965213","repostId":"1145269833","repostType":2,"repost":{"id":"1145269833","kind":"news","pubTimestamp":1649408028,"share":"https://ttm.financial/m/news/1145269833?lang=&edition=fundamental","pubTime":"2022-04-08 16:53","market":"us","language":"en","title":"As Markets Waver, Tesla May Struggle to Regain Momentum","url":"https://stock-news.laohu8.com/highlight/detail?id=1145269833","media":"InvestorPlace","summary":"Future movement in TSLA stock is largely dependent on its earnings report later this month.The growt","content":"<html><head></head><body><p>Future movement in TSLA stock is largely dependent on its earnings report later this month.</p><p>The growth stock rally during March certainly played a role in <a href=\"https://laohu8.com/S/TSLA\">Tesla’s</a> move back to four-digit prices. But company-related news played a major role in extending the momentum through early April. Thanks to the electric vehicle (EV) maker’s record delivery numbers in the first quarter, TSLA stock received another boost in April.</p><p>However, shares have started to lose momentum. Chalk it up to both the market’s overall direction, Tesla shares are down slightly, yet remain above $1,000 per share. Even so, its slide could continue.</p><p>There’s been a spate of exciting news about the company lately. Besides the strong deliveries report, investors are excited about the opening of its gigafactory in Austin, Texas. On top of all this excitement, there’s elevated buzz around its CEO, Elon Musk. He recently purchased a stake in <a href=\"https://laohu8.com/S/TWTR\">Twitter</a> and was added to its board, which has resulted in a big run-up in TWTR stock.</p><p>Still, after all this excitement, things are bound to cool. With the big run-up, many are going to take profit. And with the market getting concerned again about the Federal Reserve’s rate hike plans, there’s a lot that could drive a considerable pullback for TSLA stock.</p><p>Admittedly though, one factor is a bit of a wild card. That would be the company’s upcoming earnings report, set to release after the market closes on April 20.</p><p>On one hand, given its delivery numbers, Tesla is likely to report strong results. In theory, this could help the stock get back its momentum. On the other hand, a negative guidance update could outweigh the positives. Shares could drop post-earnings, like they did following the release in January.</p><p>Even if it does see a post-earnings pop, this could be a short-lived boost. With the specter of tighter monetary policy once again top of mind, investors may opt to sell into strength as opposed to buying on the rumor, then buying more on the news.</p><p>While it still appears unsinkable, there’s no guarantee TSLA shares will regain their recently-lost momentum. Over a longer timeframe, if its growth doesn’t experience a considerable slowdown, the stock may be able to sustain and grow its valuation.</p><p>But over a shorter time frame, like between now and year’s end, it’s going to be difficult for TSLA stock to surge again as growth stocks start to fall out of favor again. It’ll be even more of a challenge for it to hit its past high or new highs. Keep this in mind if you’re mulling buying the dip today.</p></body></html>","source":"lsy1606302653667","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>As Markets Waver, Tesla May Struggle to Regain Momentum</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\">\nAs Markets Waver, Tesla May Struggle to Regain Momentum\n</h2>\n\n<h4 class=\"meta\">\n\n\n2022-04-08 16:53 GMT+8&nbsp;&nbsp;&nbsp;<a href=https://investorplace.com/2022/04/tsla-stock-as-markets-waver-may-struggle-regain-momentum/><strong>InvestorPlace</strong></a>\n\n\n</h4>\n\n</header>\n<article>\n<div>\n<p>Future movement in TSLA stock is largely dependent on its earnings report later this month.The growth stock rally during March certainly played a role in Tesla’s move back to four-digit prices. But ...</p>\n\n<a href=\"https://investorplace.com/2022/04/tsla-stock-as-markets-waver-may-struggle-regain-momentum/\">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://investorplace.com/2022/04/tsla-stock-as-markets-waver-may-struggle-regain-momentum/","is_english":true,"share_image_url":"https://static.laohu8.com/e9f99090a1c2ed51c021029395664489","article_id":"1145269833","content_text":"Future movement in TSLA stock is largely dependent on its earnings report later this month.The growth stock rally during March certainly played a role in Tesla’s move back to four-digit prices. But company-related news played a major role in extending the momentum through early April. Thanks to the electric vehicle (EV) maker’s record delivery numbers in the first quarter, TSLA stock received another boost in April.However, shares have started to lose momentum. Chalk it up to both the market’s overall direction, Tesla shares are down slightly, yet remain above $1,000 per share. Even so, its slide could continue.There’s been a spate of exciting news about the company lately. Besides the strong deliveries report, investors are excited about the opening of its gigafactory in Austin, Texas. On top of all this excitement, there’s elevated buzz around its CEO, Elon Musk. He recently purchased a stake in Twitter and was added to its board, which has resulted in a big run-up in TWTR stock.Still, after all this excitement, things are bound to cool. With the big run-up, many are going to take profit. And with the market getting concerned again about the Federal Reserve’s rate hike plans, there’s a lot that could drive a considerable pullback for TSLA stock.Admittedly though, one factor is a bit of a wild card. That would be the company’s upcoming earnings report, set to release after the market closes on April 20.On one hand, given its delivery numbers, Tesla is likely to report strong results. In theory, this could help the stock get back its momentum. On the other hand, a negative guidance update could outweigh the positives. Shares could drop post-earnings, like they did following the release in January.Even if it does see a post-earnings pop, this could be a short-lived boost. With the specter of tighter monetary policy once again top of mind, investors may opt to sell into strength as opposed to buying on the rumor, then buying more on the news.While it still appears unsinkable, there’s no guarantee TSLA shares will regain their recently-lost momentum. Over a longer timeframe, if its growth doesn’t experience a considerable slowdown, the stock may be able to sustain and grow its valuation.But over a shorter time frame, like between now and year’s end, it’s going to be difficult for TSLA stock to surge again as growth stocks start to fall out of favor again. It’ll be even more of a challenge for it to hit its past high or new highs. Keep this in mind if you’re mulling buying the dip today.","news_type":1},"isVote":1,"tweetType":1,"viewCount":156,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"EN","totalScore":0},{"id":311798761476416,"gmtCreate":1717148558792,"gmtModify":1717148828725,"author":{"id":"4098788455583450","authorId":"4098788455583450","name":"HaoHawHow","avatar":"https://static.tigerbbs.com/dc08b83c4cf87507433274abc22e9ba6","crmLevel":1,"crmLevelSwitch":0,"followedFlag":false,"idStr":"4098788455583450","authorIdStr":"4098788455583450"},"themes":[],"htmlText":"It's over the air update... not a recall... Jesus...","listText":"It's over the air update... not a recall... Jesus...","text":"It's over the air update... not a recall... Jesus...","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":3,"commentSize":0,"repostSize":0,"link":"https://ttm.financial/post/311798761476416","repostId":"2439296812","repostType":2,"repost":{"id":"2439296812","kind":"highlight","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":1717148400,"share":"https://ttm.financial/m/news/2439296812?lang=&edition=fundamental","pubTime":"2024-05-31 17:40","market":"us","language":"en","title":"Tesla to Recall over 125,000 Vehicles over Seat Belt Warning System","url":"https://stock-news.laohu8.com/highlight/detail?id=2439296812","media":"Reuters","summary":"May 31  - Tesla is recalling 125,227 vehicles in the U.S. due to a malfunction in its seat belt warning system, the National Highway Traffic Safety Administration said on Friday.The regulator said the vehicles failed to comply with the federal safety requirements, as their seat belt warning light and audible chime may not get activated as intended when the driver is unbelted.The recall affects certain vehicle models such as 2012-2024 Model S, 2015-2024 Model X, 2017-2023 Model 3 and 2020-2023 Mo","content":"<html><head></head><body><p>May 31 (Reuters) - Tesla is recalling 125,227 vehicles in the U.S. due to a malfunction in its seat belt warning system, the National Highway Traffic Safety Administration said on Friday.</p><p>The regulator said the vehicles failed to comply with the federal safety requirements, as their seat belt warning light and audible chime may not get activated as intended when the driver is unbelted.</p><p>The recall affects certain vehicle models such as 2012-2024 Model S, 2015-2024 Model X, 2017-2023 Model 3 and 2020-2023 Model Y.</p><p>Tesla will release an over-the-air software update to fix the issue, NHTSA said.</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 Recall over 125,000 Vehicles over Seat Belt Warning System</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 to Recall over 125,000 Vehicles over Seat Belt Warning System\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\">2024-05-31 17:40</p>\n</div>\n\n</a>\n\n\n</h4>\n\n</header>\n<article>\n<html><head></head><body><p>May 31 (Reuters) - Tesla is recalling 125,227 vehicles in the U.S. due to a malfunction in its seat belt warning system, the National Highway Traffic Safety Administration said on Friday.</p><p>The regulator said the vehicles failed to comply with the federal safety requirements, as their seat belt warning light and audible chime may not get activated as intended when the driver is unbelted.</p><p>The recall affects certain vehicle models such as 2012-2024 Model S, 2015-2024 Model X, 2017-2023 Model 3 and 2020-2023 Model Y.</p><p>Tesla will release an over-the-air software update to fix the issue, NHTSA said.</p></body></html>\n\n</article>\n</div>\n</body>\n</html>\n","type":0,"thumbnail":"","relate_stocks":{"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","LU1429558221.USD":"Natixis Loomis Sayles US Growth Equity RA USD","LU2357305700.SGD":"Allianz Global Artificial Intelligence ET H2-SGD","BK4585":"ETF&股票定投概念","LU0823411888.USD":"法巴消费创新基金 Cap","LU1435385759.SGD":"Natixis Loomis Sayles US Growth Equity RA SGD-H","BK4534":"瑞士信贷持仓","LU1551013342.USD":"Allianz Income and Growth Cl AMg2 DIS USD","BK4555":"新能源车","LU0719512351.SGD":"JPMorgan Funds - 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