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Lauze

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- LauzeLauze
  ·2021-06-11
  Article didn't mentioned about shortage of chips globally. How EV companies are facing problems of having sufficient chips for their products.
  Tesla Stock: Headed to $1,000?
  Here's why this analyst thinks the growth stock could soar.
  Tesla Stock: Headed to $1,000?
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- LauzeLauze
  ·2021-04-02
  This company is a good alternative for NIO
  Li Auto Inc. March 2021 Delivery Update
  BEIJING, China, April 02, 2021 -- Li Auto Inc. , an innovator in China’s new energy vehicle market, today announced that the Company delivered 4,900 Li ONEs in March 2021, representing a 238.6 % year-over-year increase. This brought deliveries for the first quarter of 2021 to 12,579, up 334.4 % year over year.As of March 31, 2021, the Company had 65 retail stores covering 49 cities, and 135 servicing centers and Li Auto-authorized body and paint shops operating in 98 cities. In response to rob
  Li Auto Inc. March 2021 Delivery Update
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- LauzeLauze
  ·2021-03-01
  Times for shares to go up!
  Which Companies Are Most At Risk From Surging Yields: Goldman Answers
  For those living under a rock in 2021, the big story in the past month is that 10-year Treasury yiel
  Which Companies Are Most At Risk From Surging Yields: Goldman Answers
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- LauzeLauze
  ·2021-02-24
  Great ariticle, would you like to share it?
  4 reasons Tesla's stock is tumbling
  New York (CNN Business) - Tesla, the hottest stock in the market for more than a year, has sunk into
  4 reasons Tesla's stock is tumbling
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- LauzeLauze
  ·2021-02-10
  Great ariticle, would you like to share it?
  Sorry, this post has been deleted
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How EV companies are facing problems of having sufficient chips for their products.","listText":"Article didn't mentioned about shortage of chips globally. How EV companies are facing problems of having sufficient chips for their products.","text":"Article didn't mentioned about shortage of chips globally. How EV companies are facing problems of having sufficient chips for their products.","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":0,"commentSize":0,"repostSize":0,"link":"https://ttm.financial/post/181524742","repostId":"2142240312","repostType":4,"repost":{"id":"2142240312","pubTimestamp":1623401460,"share":"https://ttm.financial/m/news/2142240312?lang=&edition=fundamental","pubTime":"2021-06-11 16:51","market":"us","language":"en","title":"Tesla Stock: Headed to $1,000?","url":"https://stock-news.laohu8.com/highlight/detail?id=2142240312","media":"Motley Fool","summary":"Here's why this analyst thinks the growth stock could soar.","content":"<p>Concerns about <b>Tesla</b>'s (NASDAQ:TSLA) electric-car sales in China have mounted recently, creating some worries about the growth stock's lofty valuation. Indeed, GLJ Research analyst Gordon Johnson says he believes Tesla's monthly vehicle deliveries in the important auto market have peaked at around 20,000. \"Should this prove to be the case, that would take a massive chunk out of the TSLA bull case,\" the analyst said in a note to investors on Tuesday.</p>\n<p>But <a href=\"https://laohu8.com/S/AONE\">one</a> analyst remains resolutely bullish on Tesla shares: Wedbush analyst Daniel Ives. Here are his thoughts on the China situation and the company's overall potential.</p>\n<p><img src=\"https://static.tigerbbs.com/6a09dba5107981bb3505c38abea10483\" tg-width=\"700\" tg-height=\"466\" referrerpolicy=\"no-referrer\"></p>\n<p>Model X. Image source: Tesla.</p>\n<h2>A major opportunity</h2>\n<p>Though Ives admits that Tesla's second quarter may have started off rocky in China, he believes that things will smooth out over time since the market opportunity is so significant. He notes that he expects electric-vehicle sales as a percentage of total annual auto sales in the market to increase from 5% to 10% over the next 10 years. As a pure-play electric-vehicle manufacturer, Tesla is positioned to benefit, Ives believes.</p>\n<p>Further, the analyst notes that recently released data from China Passenger Car Association (CPCA) points to a 29% jump in monthly Tesla vehicle sales in May, compared to April -- though 11,527 of the 33,463 were exported. Nevertheless, with a reported 33,463 deliveries, the company's China manufacturing seems to be contributing meaningfully to Tesla's overall sales. For reference, Tesla delivered about 185,000 electric vehicles globally in its first quarter of 2021.</p>\n<p>Tesla has invested aggressively in the China market, building a major factory in Shanghai. Indeed, its China market currently has enough tooling installed to build 450,000 vehicles annually, though it may take time for Tesla to ramp up production enough to achieve this capacity.</p>\n<p>\"Model Y ramp in Shanghai is progressing well,\" Tesla said in its first-quarter update. \"We expect that our Shanghai factory will continue to increase quarterly production output through the year.\"</p>\n<h2>The path to $1,000</h2>\n<p>Ives has a $1,000 12-month price target on Tesla stock, representing 67% upside from where shares are trading today.</p>\n<p>The analyst's $1,000 price target for the stock was established after Tesla announced first-quarter deliveries that crushed analyst estimates. At the time of his price-target increase, he said he thinks Tesla deliveries could exceed 850,000 this year -- a huge jump from approximately 500,000 deliveries last year.</p>\n<p>While these analyst opinions can be informative, investors should focus less on month-to-month and quarter-to-quarter deliveries and more on Tesla's year-to-year execution. It's difficult to gauge how a company's sales are trending or its expansion is faring over periods of months or quarters.</p>\n<p>Let's zoom out and see what happens for the full year. The automaker's total 2021 deliveries in China relative to its total deliveries in the market in 2020 and 2019 will likely be more telling about the company's long-term sales trajectory in the market.</p>","source":"fool_stock","collect":0,"html":"<!DOCTYPE html>\n<html>\n<head>\n<meta http-equiv=\"Content-Type\" content=\"text/html; charset=utf-8\" />\n<meta name=\"viewport\" content=\"width=device-width,initial-scale=1.0,minimum-scale=1.0,maximum-scale=1.0,user-scalable=no\"/>\n<meta name=\"format-detection\" content=\"telephone=no,email=no,address=no\" />\n<title>Tesla Stock: Headed to $1,000?</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: Headed to $1,000?\n</h2>\n\n<h4 class=\"meta\">\n\n\n2021-06-11 16:51 GMT+8&nbsp;&nbsp;&nbsp;<a href=https://www.fool.com/investing/2021/06/10/tesla-stock-headed-to-1000/><strong>Motley Fool</strong></a>\n\n\n</h4>\n\n</header>\n<article>\n<div>\n<p>Concerns about Tesla's (NASDAQ:TSLA) electric-car sales in China have mounted recently, creating some worries about the growth stock's lofty valuation. Indeed, GLJ Research analyst Gordon Johnson says...</p>\n\n<a href=\"https://www.fool.com/investing/2021/06/10/tesla-stock-headed-to-1000/\">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.fool.com/investing/2021/06/10/tesla-stock-headed-to-1000/","is_english":true,"share_image_url":"https://static.laohu8.com/e9f99090a1c2ed51c021029395664489","article_id":"2142240312","content_text":"Concerns about Tesla's (NASDAQ:TSLA) electric-car sales in China have mounted recently, creating some worries about the growth stock's lofty valuation. Indeed, GLJ Research analyst Gordon Johnson says he believes Tesla's monthly vehicle deliveries in the important auto market have peaked at around 20,000. \"Should this prove to be the case, that would take a massive chunk out of the TSLA bull case,\" the analyst said in a note to investors on Tuesday.\nBut one analyst remains resolutely bullish on Tesla shares: Wedbush analyst Daniel Ives. Here are his thoughts on the China situation and the company's overall potential.\n\nModel X. Image source: Tesla.\nA major opportunity\nThough Ives admits that Tesla's second quarter may have started off rocky in China, he believes that things will smooth out over time since the market opportunity is so significant. He notes that he expects electric-vehicle sales as a percentage of total annual auto sales in the market to increase from 5% to 10% over the next 10 years. As a pure-play electric-vehicle manufacturer, Tesla is positioned to benefit, Ives believes.\nFurther, the analyst notes that recently released data from China Passenger Car Association (CPCA) points to a 29% jump in monthly Tesla vehicle sales in May, compared to April -- though 11,527 of the 33,463 were exported. Nevertheless, with a reported 33,463 deliveries, the company's China manufacturing seems to be contributing meaningfully to Tesla's overall sales. For reference, Tesla delivered about 185,000 electric vehicles globally in its first quarter of 2021.\nTesla has invested aggressively in the China market, building a major factory in Shanghai. Indeed, its China market currently has enough tooling installed to build 450,000 vehicles annually, though it may take time for Tesla to ramp up production enough to achieve this capacity.\n\"Model Y ramp in Shanghai is progressing well,\" Tesla said in its first-quarter update. \"We expect that our Shanghai factory will continue to increase quarterly production output through the year.\"\nThe path to $1,000\nIves has a $1,000 12-month price target on Tesla stock, representing 67% upside from where shares are trading today.\nThe analyst's $1,000 price target for the stock was established after Tesla announced first-quarter deliveries that crushed analyst estimates. At the time of his price-target increase, he said he thinks Tesla deliveries could exceed 850,000 this year -- a huge jump from approximately 500,000 deliveries last year.\nWhile these analyst opinions can be informative, investors should focus less on month-to-month and quarter-to-quarter deliveries and more on Tesla's year-to-year execution. It's difficult to gauge how a company's sales are trending or its expansion is faring over periods of months or quarters.\nLet's zoom out and see what happens for the full year. The automaker's total 2021 deliveries in China relative to its total deliveries in the market in 2020 and 2019 will likely be more telling about the company's long-term sales trajectory in the market.","news_type":1},"isVote":1,"tweetType":1,"viewCount":49,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"EN","totalScore":0},{"id":340942774,"gmtCreate":1617334065498,"gmtModify":1704698908594,"author":{"id":"3573708823665871","authorId":"3573708823665871","authorIdStr":"3573708823665871","name":"Lauze","avatar":"https://static.tigerbbs.com/36095b75b441665f068afbb0811a9d62","crmLevel":2,"crmLevelSwitch":0,"followedFlag":false,"idStr":"3573708823665871"},"themes":[],"htmlText":"This company is a good alternative for NIO","listText":"This company is a good alternative for NIO","text":"This company is a good alternative for NIO","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":0,"commentSize":0,"repostSize":0,"link":"https://ttm.financial/post/340942774","repostId":"1168930514","repostType":4,"repost":{"id":"1168930514","pubTimestamp":1617332876,"share":"https://ttm.financial/m/news/1168930514?lang=&edition=fundamental","pubTime":"2021-04-02 11:07","market":"us","language":"en","title":"Li Auto Inc. March 2021 Delivery Update","url":"https://stock-news.laohu8.com/highlight/detail?id=1168930514","media":"globenewswire","summary":"BEIJING, China, April 02, 2021  -- Li Auto Inc.  , an innovator in China’s new energy vehicle market, today announced that the Company delivered 4,900 Li ONEs in March 2021, representing a 238.6 % year-over-year increase. This brought deliveries for the first quarter of 2021 to 12,579, up 334.4 % year over year.As of March 31, 2021, the Company had 65 retail stores covering 49 cities, and 135 servicing centers and Li Auto-authorized body and paint shops operating in 98 cities. In response to rob","content":"<p>BEIJING, China, April 02, 2021 (GLOBE NEWSWIRE) -- Li Auto Inc. (“Li Auto” or the “Company”) (Nasdaq: LI), an innovator in China’s new energy vehicle market, today announced that the Company delivered 4,900 Li ONEs in March 2021, representing a 238.6 % year-over-year increase. This brought deliveries for the first quarter of 2021 to 12,579, up 334.4 % year over year.</p><p>As of March 31, 2021, the Company had 65 retail stores covering 49 cities, and 135 servicing centers and Li Auto-authorized body and paint shops operating in 98 cities. In response to robust demand for Li ONEs and in anticipation of new model launches in 2022 and beyond, Li Auto plans to further bolster its direct sales and servicing network.</p><p><b>About Li Auto Inc.</b></p><p>Li Auto Inc. is an innovator in China’s new energy vehicle market. The Company designs, develops, manufactures, and sells premium smart electric vehicles. Through innovations in product, technology, and business model, the Company provides families with safe, convenient, and refined products and services. Li Auto is a pioneer to successfully commercialize extended-range electric vehicles in China. Its first model, Li ONE, is a six-seat, large premium electric SUV equipped with a range extension system and cutting-edge smart vehicle solutions. The Company started volume production of Li ONE in November 2019 and delivered over 33,500 Li ONEs as of December 31, 2020. The Company leverages technology to create value for its users. It concentrates its in-house development efforts on its proprietary range extension system, next-generation electric vehicle technology, and smart vehicle solutions. Beyond Li ONE, the Company aims to expand its product line by developing new vehicles, including BEVs and EREVs, to target a broader consumer base.</p><p>For more information, please visit:<i>http://ir.lixiang.com</i>.</p>","source":"lsy1573717531661","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>Li Auto Inc. March 2021 Delivery Update</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\">\nLi Auto Inc. March 2021 Delivery Update\n</h2>\n\n<h4 class=\"meta\">\n\n\n2021-04-02 11:07 GMT+8&nbsp;&nbsp;&nbsp;<a href=http://www.globenewswire.com/news-release/2021/04/02/2203765/0/en/Li-Auto-Inc-March-2021-Delivery-Update.html><strong>globenewswire</strong></a>\n\n\n</h4>\n\n</header>\n<article>\n<div>\n<p>BEIJING, China, April 02, 2021 (GLOBE NEWSWIRE) -- Li Auto Inc. (“Li Auto” or the “Company”) (Nasdaq: LI), an innovator in China’s new energy vehicle market, today announced that the Company delivered...</p>\n\n<a href=\"http://www.globenewswire.com/news-release/2021/04/02/2203765/0/en/Li-Auto-Inc-March-2021-Delivery-Update.html\">Web Link</a>\n\n</div>\n\n\n</article>\n</div>\n</body>\n</html>\n","type":0,"thumbnail":"","relate_stocks":{"LI":"理想汽车"},"source_url":"http://www.globenewswire.com/news-release/2021/04/02/2203765/0/en/Li-Auto-Inc-March-2021-Delivery-Update.html","is_english":true,"share_image_url":"https://static.laohu8.com/e9f99090a1c2ed51c021029395664489","article_id":"1168930514","content_text":"BEIJING, China, April 02, 2021 (GLOBE NEWSWIRE) -- Li Auto Inc. (“Li Auto” or the “Company”) (Nasdaq: LI), an innovator in China’s new energy vehicle market, today announced that the Company delivered 4,900 Li ONEs in March 2021, representing a 238.6 % year-over-year increase. This brought deliveries for the first quarter of 2021 to 12,579, up 334.4 % year over year.As of March 31, 2021, the Company had 65 retail stores covering 49 cities, and 135 servicing centers and Li Auto-authorized body and paint shops operating in 98 cities. In response to robust demand for Li ONEs and in anticipation of new model launches in 2022 and beyond, Li Auto plans to further bolster its direct sales and servicing network.About Li Auto Inc.Li Auto Inc. is an innovator in China’s new energy vehicle market. The Company designs, develops, manufactures, and sells premium smart electric vehicles. Through innovations in product, technology, and business model, the Company provides families with safe, convenient, and refined products and services. Li Auto is a pioneer to successfully commercialize extended-range electric vehicles in China. Its first model, Li ONE, is a six-seat, large premium electric SUV equipped with a range extension system and cutting-edge smart vehicle solutions. The Company started volume production of Li ONE in November 2019 and delivered over 33,500 Li ONEs as of December 31, 2020. The Company leverages technology to create value for its users. It concentrates its in-house development efforts on its proprietary range extension system, next-generation electric vehicle technology, and smart vehicle solutions. Beyond Li ONE, the Company aims to expand its product line by developing new vehicles, including BEVs and EREVs, to target a broader consumer base.For more information, please visit:http://ir.lixiang.com.","news_type":1},"isVote":1,"tweetType":1,"viewCount":50,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"EN","totalScore":0},{"id":362380638,"gmtCreate":1614596823324,"gmtModify":1704772839189,"author":{"id":"3573708823665871","authorId":"3573708823665871","authorIdStr":"3573708823665871","name":"Lauze","avatar":"https://static.tigerbbs.com/36095b75b441665f068afbb0811a9d62","crmLevel":2,"crmLevelSwitch":0,"followedFlag":false,"idStr":"3573708823665871"},"themes":[],"htmlText":"Times for shares to go up!","listText":"Times for shares to go up!","text":"Times for shares to go up!","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":0,"commentSize":0,"repostSize":0,"link":"https://ttm.financial/post/362380638","repostId":"1161169607","repostType":4,"repost":{"id":"1161169607","pubTimestamp":1614584947,"share":"https://ttm.financial/m/news/1161169607?lang=&edition=fundamental","pubTime":"2021-03-01 15:49","market":"us","language":"en","title":"Which Companies Are Most At Risk From Surging Yields: Goldman Answers","url":"https://stock-news.laohu8.com/highlight/detail?id=1161169607","media":"zerohedge","summary":"For those living under a rock in 2021, the big story in the past month is that 10-year Treasury yiel","content":"<p>For those living under a rock in 2021, the big story in the past month is that 10-year Treasury yield have climbed by 50 bps in a month to 1.5% (technically as high as 1.61% for a few brief seconds on Thursday after the catastrophic 7Y auction triggered stop loss selling) as real rates jumped following a steady increase in inflation expectations (breakevens), which however are largely set by 10Y TIPS whose price is determined largely by the Fed due to its massive ongoing monetization of TIPS (thus crushing any actual signaling power TIPS may have). Whatever the cause, while rising breakeven inflation has driven most of the rise in yields during the past six months, the last two weeks have been characterized by a 40 bp jump in real yields.</p>\n<p><img src=\"https://static.tigerbbs.com/efd3fa48c3856c9963ae7e9f6e6de625\" tg-width=\"500\" tg-height=\"232\">It's this sudden spike in real yields as opposed to breakevens, that has sparked much of the fear in markets in the past week, because as Goldman's David Kostin explains in his Sunday Start note, \"conceptually, and historically, equities digest rising inflation expectations more easily than rising real yields\" and not just rising real yields, but a rapid spike the likes of which were last observed during the taper tantrum as we discussed two weeks ago in \"Yields Soar, Sending 30Y Real Rates Positive Amid Overheating Panic: What Happens Next\"). In any case, as a result of the violent moves in the rates complex, it is hardly a surprise that Kostin writes \"<b>the recent backup in rates has sparked a new wave of client concern.\"</b></p>\n<ul>\n <li><b>First, investors ask whether the level of rates is becoming a threat to equity valuations.</b></li>\n</ul>\n<p>Predictably,<i><b>Goldman's answer is an emphatic \"no\"</b></i>with Kostin claiming (with a straight face) that \"although the S&amp;P 500 forward P/E multiple of 22x currently ranks in the 99th historical percentile since 1976, ranking only behind the peak of the Tech Bubble in 2000, our dividend discount model (DDM) implies an equity risk premium (ERP) that ranks in the 28th percentile, 70 bp above the historical average.\" In other words, massively, record stretched PE multiples won't collapse if rates rise. Yeah, right. May want to Timestamp that David. We'll check back in a few weeks. So what<i><b>would</b></i>cause a market crash according to Goldman's head market cheerleader? Well, according to Kostin, \"<b>keeping the current P/E constant, the 10-year yield would have to reach 2.1% to bring the yield gap to the historical median of 250 bp.If instead the yield gap remains unchanged, and rates rise to 2.0%, then the P/E multiple would fall by 10% to 20x.\"</b>But don't worry, Kostin adds, because \"in today’s economic environment, our macro model suggests the ERP should be narrower than average.\" Translation: yes, a 10% drop is coming but our models say it may not come, so just keep buying.</p>\n<p><img src=\"https://static.tigerbbs.com/4cdbd39d9b2a4e20ee8ef423435a57d7\" tg-width=\"500\" tg-height=\"169\"></p>\n<ul>\n <li><b>Second, Goldman's bullish US equity view has already embedded expectations of rising interest rates.</b></li>\n</ul>\n<p>Addressing the second most regular pushback against its bizarre optimism, Goldman says that an environment of accelerating economic growth (and recall that recently Goldman found that theUS Economy is Growing At the Fastest Pace On Record), and higher bond yields is consistent with the bank's forecast that<b>S&amp;P 500 EPS in 2021 will grow by 27% and be 10% higher than pre-pandemic 2019, driving a 14% rise this year to our year-end price target of 4300 despite a flat P/E multiple.</b>In other words, multiples may indeed contract but the rise in earnings - a result of economic growth - will offset much if not all of the move. Furthermore, the forward market implies that 10-year nominal yields will climb 25 bp further to 1.7% - below Goldman's 2.1% redline - and real yields will climb by a similar amount to from -0.7% to -0.4% by year-end.</p>\n<ul>\n <li><b>Third, even Kostin is forced to concede that the recent change in yields has reached a magnitude that is usually a headwind for stocks.</b></li>\n</ul>\n<p>As the Goldman strategist concedes, equities have generated an average return of nearly +1% per month,<b>but the return has averaged -1% during months when nominal rates rose by more than two standard deviations and -5% when real yields rose by that amount.</b>Today, a two standard deviation monthly rise in 10-year rates equates to 40 bp for nominal yields and 30 bp for real yields, both thresholds exceeded this week.</p>\n<p><img src=\"https://static.tigerbbs.com/a6a23015dc5dbaee1d4660e8e902a000\" tg-width=\"500\" tg-height=\"175\">Of course, it's not just absolute levels across risk that are impacted by rates: Kostin also notes that \"shifting interest rates have major implications for<i><b>rotations within the equity market,</b></i>a dynamic made clear in recent weeks.\" In mid-2020, Kostin's equity valuation model showed that equity duration –the expectations of earnings growth far in the future –had become a more important contributor to multiples than ever before. One key reason for the importance that investors ascribed to expected future growth was the extremely low level of interest rates. As rates have risen, the contribution of equity duration to stock valuations has declined while near-term growth profiles have become more important. Practically,<b>this means that both the improving growth outlook and rising rates have supported the outperformance of cyclicals and value stocks relative to stocks with the highest long-term growth.</b>Hardly surprising, in recent weeks Goldman's S&amp;P 500 Growth factor has declined by 9%, similar to the 12% decline around the announcement of Pfizer-BioNTech vaccine efficacy in November</p>\n<p>Which brings us to the one sector most at risk from the continued risk in yields.</p>\n<p>As Kostin writes, \"<b>this rotation has also weighed on one of the most spectacular outperformers of the last 12 months: Stocks with negative earnings but strong expected growth.\"</b>One of the most remarkable moves of the past year is that<b>a basket of non-profitable tech stocks soared by 204% last year and 27% in the first six weeks of 2021... before falling by 15% in last two weeks.</b>The decline of these high-growth firms has been particularly painful given the current record degree of leverage carried by hedge funds and the elevated activity of retail traders, both of whom have recently favored some of these long-duration stocks.</p>\n<p>To be sure, while earnings for S&amp;P 500 firms declined by 13% in 2020, the fall in aggregate profits does not capture the wide dispersion in operating results that occurred inside the market. While 2020 EPS growth was negative for the overall index and the median stock,<b>the actual level of profits was positive... But not for every company.</b>In fact,<b>1082 firms or 37% of the constituents in the Russell 3000 posted negative net income in 2020 (i.e., a loss or negative EPS), and 21% posted negative EBITDA.</b></p>\n<p>Getting even more granular (and apologizing to George Orwell), Kostin then notes that all companies with losses are equal, but some are more equal than others. Some firms reported negative earnings in 2020 because the pandemic and economic shutdown disrupted their business and crushed their revenues.<b>But in other instances, the Goldman strategist points out that \"companies grew sales so rapidly that top-line was the focus of investors and bottom-line losses were ignored.\"</b>Indeed, consider that across all non-Financial US stocks with at least $50 million in revenues, \"<b>those with negative earnings and declining revenues in 2020 returned a median of -18% last year. In contrast, stocks with negative earnings and growing revenues returned +51%.\"</b></p>\n<p><img src=\"https://static.tigerbbs.com/672e0f0b03d6b3cec8ec067276919bf9\" tg-width=\"500\" tg-height=\"171\"><b>Recently, however, improving economic growth prospects from vaccination rollout and pending fiscal stimulus coupled with rising rates have moved firms that struggled most in 2020 into pole position so far in 2021.</b>The cyclical and virus-affected firms with<b>negative earnings and falling sales in 2020 have generated a median YTD return of +22%, outperforming the +10% return of the median stock that posted a loss but grew sales last year.</b>Unsurprisingly, these cyclical stocks have been positively correlated with both nominal and real interest rates. In contrast,<b>the ultra long-duration stocks have been negatively correlated with interest rates given they generate no earnings today and their valuations depend entirely on future growth prospects.</b>Cyclicals also carry far lower valuations, with a median EV/2022 sales ratio of 2x vs. 6x for the median negative earner with positive sales growth.</p>\n<p><img src=\"https://static.tigerbbs.com/a00a42075ac35763072cb85546315087\" tg-width=\"500\" tg-height=\"174\">Putting it all together, Kostin concludes that \"<b>looking forward, investors must balance the appeal of promising businesses with the risk that rates rise further and the recent rotation continues.\"</b>The list of non-profitable companies that makes up GOldman's Non-Profitable Tech basket is shown below:</p>\n<p><img src=\"https://static.tigerbbs.com/782b2dbfc010259d8bc5120f85d13070\" tg-width=\"500\" tg-height=\"364\">And although secular growth stocks may remain the most appealing investments on a long-term horizon, Goldman believes that<b>those stocks will underperform more cyclical firms in the short-term if economic acceleration and inflation continue to lift interest rates.</b></p>\n<p>Which brings us to the other side of the table: the<b>chart below shows the Russell 1000 firms from each sector with the shortest implied equity durations that have outperformed sector peers during the past two weeks as rates rose and are expected to grow revenues in 2021</b>. The median stock trades at a P/E ratio of 19x and has returned 7% YTD compared with 22x and 2% for the Russell 1000 median.</p>\n<p><img src=\"https://static.tigerbbs.com/96e14fcedd553203d06c6a3639a17f8f\" tg-width=\"500\" tg-height=\"365\"></p>","collect":0,"html":"<!DOCTYPE html>\n<html>\n<head>\n<meta http-equiv=\"Content-Type\" content=\"text/html; charset=utf-8\" />\n<meta name=\"viewport\" content=\"width=device-width,initial-scale=1.0,minimum-scale=1.0,maximum-scale=1.0,user-scalable=no\"/>\n<meta name=\"format-detection\" content=\"telephone=no,email=no,address=no\" />\n<title>Which Companies Are Most At Risk From Surging Yields: Goldman Answers</title>\n<style type=\"text/css\">\na,abbr,acronym,address,applet,article,aside,audio,b,big,blockquote,body,canvas,caption,center,cite,code,dd,del,details,dfn,div,dl,dt,\nem,embed,fieldset,figcaption,figure,footer,form,h1,h2,h3,h4,h5,h6,header,hgroup,html,i,iframe,img,ins,kbd,label,legend,li,mark,menu,nav,\nobject,ol,output,p,pre,q,ruby,s,samp,section,small,span,strike,strong,sub,summary,sup,table,tbody,td,tfoot,th,thead,time,tr,tt,u,ul,var,video{ font:inherit;margin:0;padding:0;vertical-align:baseline;border:0 }\nbody{ font-size:16px; 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}\n.meta {color:#5e5c6d;font-size:13px;margin:0 0 .5em; }\na{text-decoration:none; color:#2a4b87;}\n.meta .head { display: inline-block; overflow: hidden}\n.head .h-thumb { width: 30px; height: 30px; margin: 0; padding: 0; border-radius: 50%; float: left;}\n.head .h-content { margin: 0; padding: 0 0 0 9px; float: left;}\n.head .h-name {font-size: 13px; color: #eee; margin: 0;}\n.head .h-time {font-size: 11px; color: #7E829C; margin: 0;line-height: 11px;}\n.small {font-size: 12.5px; display: inline-block; transform: scale(0.9); -webkit-transform: scale(0.9); transform-origin: left; -webkit-transform-origin: left;}\n.smaller {font-size: 12.5px; display: inline-block; transform: scale(0.8); -webkit-transform: scale(0.8); transform-origin: left; -webkit-transform-origin: left;}\n.bt-text {font-size: 12px;margin: 1.5em 0 0 0}\n.bt-text p {margin: 0}\n</style>\n</head>\n<body>\n<div class=\"wrapper\">\n<header>\n<h2 class=\"title\">\nWhich Companies Are Most At Risk From Surging Yields: Goldman Answers\n</h2>\n\n<h4 class=\"meta\">\n\n\n2021-03-01 15:49 GMT+8&nbsp;&nbsp;&nbsp;<a href=https://www.zerohedge.com/markets/which-companies-are-most-risk-surging-yields-goldman-answers?utm_source=feedburner&utm_medium=feed&utm_campaign=Feed%3A+zerohedge%2Ffeed+%28zero+hedge+-+on+a+long+enough+timeline%2C+the+survival+rate+for+everyone+drops+to+zero%29><strong>zerohedge</strong></a>\n\n\n</h4>\n\n</header>\n<article>\n<div>\n<p>For those living under a rock in 2021, the big story in the past month is that 10-year Treasury yield have climbed by 50 bps in a month to 1.5% (technically as high as 1.61% for a few brief seconds on...</p>\n\n<a href=\"https://www.zerohedge.com/markets/which-companies-are-most-risk-surging-yields-goldman-answers?utm_source=feedburner&utm_medium=feed&utm_campaign=Feed%3A+zerohedge%2Ffeed+%28zero+hedge+-+on+a+long+enough+timeline%2C+the+survival+rate+for+everyone+drops+to+zero%29\">Web Link</a>\n\n</div>\n\n\n</article>\n</div>\n</body>\n</html>\n","type":0,"thumbnail":"","relate_stocks":{".IXIC":"NASDAQ Composite",".SPX":"S&P 500 Index",".DJI":"道琼斯","SPY":"标普500ETF"},"source_url":"https://www.zerohedge.com/markets/which-companies-are-most-risk-surging-yields-goldman-answers?utm_source=feedburner&utm_medium=feed&utm_campaign=Feed%3A+zerohedge%2Ffeed+%28zero+hedge+-+on+a+long+enough+timeline%2C+the+survival+rate+for+everyone+drops+to+zero%29","is_english":true,"share_image_url":"https://static.laohu8.com/e9f99090a1c2ed51c021029395664489","article_id":"1161169607","content_text":"For those living under a rock in 2021, the big story in the past month is that 10-year Treasury yield have climbed by 50 bps in a month to 1.5% (technically as high as 1.61% for a few brief seconds on Thursday after the catastrophic 7Y auction triggered stop loss selling) as real rates jumped following a steady increase in inflation expectations (breakevens), which however are largely set by 10Y TIPS whose price is determined largely by the Fed due to its massive ongoing monetization of TIPS (thus crushing any actual signaling power TIPS may have). Whatever the cause, while rising breakeven inflation has driven most of the rise in yields during the past six months, the last two weeks have been characterized by a 40 bp jump in real yields.\nIt's this sudden spike in real yields as opposed to breakevens, that has sparked much of the fear in markets in the past week, because as Goldman's David Kostin explains in his Sunday Start note, \"conceptually, and historically, equities digest rising inflation expectations more easily than rising real yields\" and not just rising real yields, but a rapid spike the likes of which were last observed during the taper tantrum as we discussed two weeks ago in \"Yields Soar, Sending 30Y Real Rates Positive Amid Overheating Panic: What Happens Next\"). In any case, as a result of the violent moves in the rates complex, it is hardly a surprise that Kostin writes \"the recent backup in rates has sparked a new wave of client concern.\"\n\nFirst, investors ask whether the level of rates is becoming a threat to equity valuations.\n\nPredictably,Goldman's answer is an emphatic \"no\"with Kostin claiming (with a straight face) that \"although the S&P 500 forward P/E multiple of 22x currently ranks in the 99th historical percentile since 1976, ranking only behind the peak of the Tech Bubble in 2000, our dividend discount model (DDM) implies an equity risk premium (ERP) that ranks in the 28th percentile, 70 bp above the historical average.\" In other words, massively, record stretched PE multiples won't collapse if rates rise. Yeah, right. May want to Timestamp that David. We'll check back in a few weeks. So whatwouldcause a market crash according to Goldman's head market cheerleader? Well, according to Kostin, \"keeping the current P/E constant, the 10-year yield would have to reach 2.1% to bring the yield gap to the historical median of 250 bp.If instead the yield gap remains unchanged, and rates rise to 2.0%, then the P/E multiple would fall by 10% to 20x.\"But don't worry, Kostin adds, because \"in today’s economic environment, our macro model suggests the ERP should be narrower than average.\" Translation: yes, a 10% drop is coming but our models say it may not come, so just keep buying.\n\n\nSecond, Goldman's bullish US equity view has already embedded expectations of rising interest rates.\n\nAddressing the second most regular pushback against its bizarre optimism, Goldman says that an environment of accelerating economic growth (and recall that recently Goldman found that theUS Economy is Growing At the Fastest Pace On Record), and higher bond yields is consistent with the bank's forecast thatS&P 500 EPS in 2021 will grow by 27% and be 10% higher than pre-pandemic 2019, driving a 14% rise this year to our year-end price target of 4300 despite a flat P/E multiple.In other words, multiples may indeed contract but the rise in earnings - a result of economic growth - will offset much if not all of the move. Furthermore, the forward market implies that 10-year nominal yields will climb 25 bp further to 1.7% - below Goldman's 2.1% redline - and real yields will climb by a similar amount to from -0.7% to -0.4% by year-end.\n\nThird, even Kostin is forced to concede that the recent change in yields has reached a magnitude that is usually a headwind for stocks.\n\nAs the Goldman strategist concedes, equities have generated an average return of nearly +1% per month,but the return has averaged -1% during months when nominal rates rose by more than two standard deviations and -5% when real yields rose by that amount.Today, a two standard deviation monthly rise in 10-year rates equates to 40 bp for nominal yields and 30 bp for real yields, both thresholds exceeded this week.\nOf course, it's not just absolute levels across risk that are impacted by rates: Kostin also notes that \"shifting interest rates have major implications forrotations within the equity market,a dynamic made clear in recent weeks.\" In mid-2020, Kostin's equity valuation model showed that equity duration –the expectations of earnings growth far in the future –had become a more important contributor to multiples than ever before. One key reason for the importance that investors ascribed to expected future growth was the extremely low level of interest rates. As rates have risen, the contribution of equity duration to stock valuations has declined while near-term growth profiles have become more important. Practically,this means that both the improving growth outlook and rising rates have supported the outperformance of cyclicals and value stocks relative to stocks with the highest long-term growth.Hardly surprising, in recent weeks Goldman's S&P 500 Growth factor has declined by 9%, similar to the 12% decline around the announcement of Pfizer-BioNTech vaccine efficacy in November\nWhich brings us to the one sector most at risk from the continued risk in yields.\nAs Kostin writes, \"this rotation has also weighed on one of the most spectacular outperformers of the last 12 months: Stocks with negative earnings but strong expected growth.\"One of the most remarkable moves of the past year is thata basket of non-profitable tech stocks soared by 204% last year and 27% in the first six weeks of 2021... before falling by 15% in last two weeks.The decline of these high-growth firms has been particularly painful given the current record degree of leverage carried by hedge funds and the elevated activity of retail traders, both of whom have recently favored some of these long-duration stocks.\nTo be sure, while earnings for S&P 500 firms declined by 13% in 2020, the fall in aggregate profits does not capture the wide dispersion in operating results that occurred inside the market. While 2020 EPS growth was negative for the overall index and the median stock,the actual level of profits was positive... But not for every company.In fact,1082 firms or 37% of the constituents in the Russell 3000 posted negative net income in 2020 (i.e., a loss or negative EPS), and 21% posted negative EBITDA.\nGetting even more granular (and apologizing to George Orwell), Kostin then notes that all companies with losses are equal, but some are more equal than others. Some firms reported negative earnings in 2020 because the pandemic and economic shutdown disrupted their business and crushed their revenues.But in other instances, the Goldman strategist points out that \"companies grew sales so rapidly that top-line was the focus of investors and bottom-line losses were ignored.\"Indeed, consider that across all non-Financial US stocks with at least $50 million in revenues, \"those with negative earnings and declining revenues in 2020 returned a median of -18% last year. In contrast, stocks with negative earnings and growing revenues returned +51%.\"\nRecently, however, improving economic growth prospects from vaccination rollout and pending fiscal stimulus coupled with rising rates have moved firms that struggled most in 2020 into pole position so far in 2021.The cyclical and virus-affected firms withnegative earnings and falling sales in 2020 have generated a median YTD return of +22%, outperforming the +10% return of the median stock that posted a loss but grew sales last year.Unsurprisingly, these cyclical stocks have been positively correlated with both nominal and real interest rates. In contrast,the ultra long-duration stocks have been negatively correlated with interest rates given they generate no earnings today and their valuations depend entirely on future growth prospects.Cyclicals also carry far lower valuations, with a median EV/2022 sales ratio of 2x vs. 6x for the median negative earner with positive sales growth.\nPutting it all together, Kostin concludes that \"looking forward, investors must balance the appeal of promising businesses with the risk that rates rise further and the recent rotation continues.\"The list of non-profitable companies that makes up GOldman's Non-Profitable Tech basket is shown below:\nAnd although secular growth stocks may remain the most appealing investments on a long-term horizon, Goldman believes thatthose stocks will underperform more cyclical firms in the short-term if economic acceleration and inflation continue to lift interest rates.\nWhich brings us to the other side of the table: thechart below shows the Russell 1000 firms from each sector with the shortest implied equity durations that have outperformed sector peers during the past two weeks as rates rose and are expected to grow revenues in 2021. The median stock trades at a P/E ratio of 19x and has returned 7% YTD compared with 22x and 2% for the Russell 1000 median.","news_type":1},"isVote":1,"tweetType":1,"viewCount":76,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"EN","totalScore":0},{"id":363250509,"gmtCreate":1614144809101,"gmtModify":1704888698539,"author":{"id":"3573708823665871","authorId":"3573708823665871","authorIdStr":"3573708823665871","name":"Lauze","avatar":"https://static.tigerbbs.com/36095b75b441665f068afbb0811a9d62","crmLevel":2,"crmLevelSwitch":0,"followedFlag":false,"idStr":"3573708823665871"},"themes":[],"htmlText":"Great ariticle, would you like to share it?","listText":"Great ariticle, would you like to share it?","text":"Great ariticle, would you like to share it?","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":0,"commentSize":0,"repostSize":0,"link":"https://ttm.financial/post/363250509","repostId":"1106446066","repostType":4,"repost":{"id":"1106446066","pubTimestamp":1614133758,"share":"https://ttm.financial/m/news/1106446066?lang=&edition=fundamental","pubTime":"2021-02-24 10:29","market":"us","language":"en","title":"4 reasons Tesla's stock is tumbling","url":"https://stock-news.laohu8.com/highlight/detail?id=1106446066","media":"CNN Business","summary":"New York (CNN Business) - Tesla, the hottest stock in the market for more than a year, has sunk into","content":"<p><b>New York (CNN Business)&nbsp;-&nbsp;</b>Tesla, the&nbsp;hottest stock&nbsp;in the market for more than a year, has sunk into bear market territory.</p>\n<p>Shares of&nbsp;Tesla&nbsp;fell 6% Tuesday after closing down 8.5% Monday, wiping out its gains for the year. The stock closed at a record just above $883 on January 26 and has tumbled since. It fell low as $619 Tuesday, the first time Tesla shares have fallen below $700 since December 31.</p>\n<p>The steep decline has taken Tesla shares below their level when the company&nbsp;entered the S&amp;P 500&nbsp;on December 21. It also knocked CEO Elon Musk into the No. 2 position in the&nbsp;richest person on the planet&nbsp;list, behind&nbsp;Amazon&nbsp;founder Jeff Bezos. The two have been&nbsp;swapping positions&nbsp;repeatedly this year.</p>\n<p>Tesla's stock is selling off for several reasons:</p>\n<p><b>Bitcoin</b></p>\n<p>Tesla announced earlier this month that it had&nbsp;invested $1.5 billion in bitcoin. That helped feed the&nbsp;recent rally in bitcoin&nbsp;and by some estimates earned Tesla a quick $1 billion profit — more than it has ever made from selling cars in a single year.</p>\n<p>But on Saturday, in response to a critic of Tesla's bitcoin investment, Musk&nbsp;tweeted&nbsp;that the prices of both bitcoin and another cryptocurrency called Ether \"do seem high.\" That&nbsp;helped to send the price&nbsp;of&nbsp;bitcoin&nbsp;down 9.3% in trading Monday, which may have helped to drag down Tesla shares.</p>\n<p>\"Bitcoin is the smart move at the right time for Tesla in our opinion, but on the downside its playing with firecrackers and risks and volatility are added to the Tesla story,\" said Daniel Ives, tech analyst for Wedbush Securities, who remains bullish on Tesla shares.</p>\n<p><b>Model Y pricing</b></p>\n<p>Last Thursday, Tesla cut the price of the cheapest version of its Model Y and its best-selling Model 3 cars by $2,000 each. That brought the price for the \"standard range\" Model Y, one that can travel 244 miles on a charge, to $38,490 -- and the standard range Model 3 to $34,590.</p>\n<p>But over the weekend, the cheapest \"standard range\" version of the Model Y disappeared from Tesla's sales site, leaving only the more expensive long-range and performance versions of the SUV. Tesla did not explain its decision.</p>\n<p>\"We see the plausible reasons as either: the mix was skewed too much to the cheaper variant, and thus it was going to kill their margins, or more likely there just wasn't much demand for the lower variant,\" said Gordon Johnson of GLJ Research, one of the more bearish critics on Tesla shares. He said the recent price cuts and other price cuts show that Tesla vehicles do not have the demand that its fans claim.</p>\n<p>\"Tesla can't keep its current factories running at capacity without ... price cuts,\" said Johnson in note on Monday.</p>\n<p><b>Increased competition</b></p>\n<p>Established automakers have recently set ambitious targets for their own EV sales.</p>\n<p>General Motors&nbsp;rolled out an SUV version of its&nbsp;Chevrolet Bolt&nbsp;a week ago, priced well below the Model Y, and announced it intends to sell only&nbsp;emissions-free cars&nbsp;after 2035.Ford&nbsp;set an even more&nbsp;ambitious EV target for its European sales, saying all of the car models it sells there will be EVs by 2030.</p>\n<p>Apple&nbsp;is also considering partnering with an automaker toget into the car business, according to several news reports.</p>\n<p>Those efforts are making some Tesla investors nervous, said Ives, although he believes there will be enough of a shift to EVs for multiple winners among global automakers.</p>\n<p><b>Investors got ahead of themselves</b></p>\n<p>Tesla shares peaked one day before a disappointing earnings report on January 27 that fell&nbsp;short of forecasts from Wall Street analysts.</p>\n<p>The earnings showed that the money Tesla made from the&nbsp;sale of regulatory credits&nbsp;to other automakers outpaced its overall net income. Critics, like Johnson, said it's proof Tesla isn't able to make money building and selling cars (although by some other profit measures Tesla is profitable).</p>\n<p>During the earnings conference call on January 27, Musk also spoke about a shortage of batteries needed to power electric vehicles. He said that even with Tesla's own in-house supply of batteries and its planned expansion of battery production, the company is scrambling to find the batteries it wants to build more vehicles.</p>\n<p>\"The fundamental limit on electric vehicles right now, in general, is total availability of [battery] cells,\" he said. For example, Musk said Tesla would have already started producing a semi-tractor if it had the batteries available to do so.</p>\n<p><b>Shares are still way up</b></p>\n<p>Tesla shares rose a market-leading 743% in 2020, as investors embraced the idea that the future of the auto industry would be electric. Tesla remains by far the most valuable automaker in the world, with a market value well above that of the eight largest automakers combined.</p>\n<p>Even with the recent decline. Tesla shares are up about 1,300% since October 2019, when it reported a third-quarter&nbsp;profit that surprised investors, sending shares on a tear.</p>\n<p>Some investors believe Tesla's stock flew too high. Yet many analysts believe Tesla will bounce back. Ives has a 12-month target price of $950.</p>\n<p>Even so, he has a warning: \"It's 'buckle up the seat belt time' again for Tesla's stock with more volatility on the horizon,\" Ives said.</p>","collect":0,"html":"<!DOCTYPE html>\n<html>\n<head>\n<meta http-equiv=\"Content-Type\" content=\"text/html; charset=utf-8\" />\n<meta name=\"viewport\" content=\"width=device-width,initial-scale=1.0,minimum-scale=1.0,maximum-scale=1.0,user-scalable=no\"/>\n<meta name=\"format-detection\" content=\"telephone=no,email=no,address=no\" />\n<title>4 reasons Tesla's stock is tumbling</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\">\n4 reasons Tesla's stock is tumbling\n</h2>\n\n<h4 class=\"meta\">\n\n\n2021-02-24 10:29 GMT+8&nbsp;&nbsp;&nbsp;<a href=https://edition.cnn.com/2021/02/23/investing/tesla-shares-bear-market/index.html><strong>CNN Business</strong></a>\n\n\n</h4>\n\n</header>\n<article>\n<div>\n<p>New York (CNN Business) - Tesla, the hottest stock in the market for more than a year, has sunk into bear market territory.\nShares of Tesla fell 6% Tuesday after closing down 8.5% Monday, wiping out ...</p>\n\n<a href=\"https://edition.cnn.com/2021/02/23/investing/tesla-shares-bear-market/index.html\">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://edition.cnn.com/2021/02/23/investing/tesla-shares-bear-market/index.html","is_english":true,"share_image_url":"https://static.laohu8.com/e9f99090a1c2ed51c021029395664489","article_id":"1106446066","content_text":"New York (CNN Business) - Tesla, the hottest stock in the market for more than a year, has sunk into bear market territory.\nShares of Tesla fell 6% Tuesday after closing down 8.5% Monday, wiping out its gains for the year. The stock closed at a record just above $883 on January 26 and has tumbled since. It fell low as $619 Tuesday, the first time Tesla shares have fallen below $700 since December 31.\nThe steep decline has taken Tesla shares below their level when the company entered the S&P 500 on December 21. It also knocked CEO Elon Musk into the No. 2 position in the richest person on the planet list, behind Amazon founder Jeff Bezos. The two have been swapping positions repeatedly this year.\nTesla's stock is selling off for several reasons:\nBitcoin\nTesla announced earlier this month that it had invested $1.5 billion in bitcoin. That helped feed the recent rally in bitcoin and by some estimates earned Tesla a quick $1 billion profit — more than it has ever made from selling cars in a single year.\nBut on Saturday, in response to a critic of Tesla's bitcoin investment, Musk tweeted that the prices of both bitcoin and another cryptocurrency called Ether \"do seem high.\" That helped to send the price of bitcoin down 9.3% in trading Monday, which may have helped to drag down Tesla shares.\n\"Bitcoin is the smart move at the right time for Tesla in our opinion, but on the downside its playing with firecrackers and risks and volatility are added to the Tesla story,\" said Daniel Ives, tech analyst for Wedbush Securities, who remains bullish on Tesla shares.\nModel Y pricing\nLast Thursday, Tesla cut the price of the cheapest version of its Model Y and its best-selling Model 3 cars by $2,000 each. That brought the price for the \"standard range\" Model Y, one that can travel 244 miles on a charge, to $38,490 -- and the standard range Model 3 to $34,590.\nBut over the weekend, the cheapest \"standard range\" version of the Model Y disappeared from Tesla's sales site, leaving only the more expensive long-range and performance versions of the SUV. Tesla did not explain its decision.\n\"We see the plausible reasons as either: the mix was skewed too much to the cheaper variant, and thus it was going to kill their margins, or more likely there just wasn't much demand for the lower variant,\" said Gordon Johnson of GLJ Research, one of the more bearish critics on Tesla shares. He said the recent price cuts and other price cuts show that Tesla vehicles do not have the demand that its fans claim.\n\"Tesla can't keep its current factories running at capacity without ... price cuts,\" said Johnson in note on Monday.\nIncreased competition\nEstablished automakers have recently set ambitious targets for their own EV sales.\nGeneral Motors rolled out an SUV version of its Chevrolet Bolt a week ago, priced well below the Model Y, and announced it intends to sell only emissions-free cars after 2035.Ford set an even more ambitious EV target for its European sales, saying all of the car models it sells there will be EVs by 2030.\nApple is also considering partnering with an automaker toget into the car business, according to several news reports.\nThose efforts are making some Tesla investors nervous, said Ives, although he believes there will be enough of a shift to EVs for multiple winners among global automakers.\nInvestors got ahead of themselves\nTesla shares peaked one day before a disappointing earnings report on January 27 that fell short of forecasts from Wall Street analysts.\nThe earnings showed that the money Tesla made from the sale of regulatory credits to other automakers outpaced its overall net income. Critics, like Johnson, said it's proof Tesla isn't able to make money building and selling cars (although by some other profit measures Tesla is profitable).\nDuring the earnings conference call on January 27, Musk also spoke about a shortage of batteries needed to power electric vehicles. He said that even with Tesla's own in-house supply of batteries and its planned expansion of battery production, the company is scrambling to find the batteries it wants to build more vehicles.\n\"The fundamental limit on electric vehicles right now, in general, is total availability of [battery] cells,\" he said. For example, Musk said Tesla would have already started producing a semi-tractor if it had the batteries available to do so.\nShares are still way up\nTesla shares rose a market-leading 743% in 2020, as investors embraced the idea that the future of the auto industry would be electric. Tesla remains by far the most valuable automaker in the world, with a market value well above that of the eight largest automakers combined.\nEven with the recent decline. Tesla shares are up about 1,300% since October 2019, when it reported a third-quarter profit that surprised investors, sending shares on a tear.\nSome investors believe Tesla's stock flew too high. Yet many analysts believe Tesla will bounce back. Ives has a 12-month target price of $950.\nEven so, he has a warning: \"It's 'buckle up the seat belt time' again for Tesla's stock with more volatility on the horizon,\" Ives said.","news_type":1},"isVote":1,"tweetType":1,"viewCount":8,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"EN","totalScore":0},{"id":381672201,"gmtCreate":1612966631003,"gmtModify":1704876640068,"author":{"id":"3573708823665871","authorId":"3573708823665871","authorIdStr":"3573708823665871","name":"Lauze","avatar":"https://static.tigerbbs.com/36095b75b441665f068afbb0811a9d62","crmLevel":2,"crmLevelSwitch":0,"followedFlag":false,"idStr":"3573708823665871"},"themes":[],"htmlText":"Great ariticle, would you like to share it?","listText":"Great ariticle, would you like to share it?","text":"Great ariticle, would you like to share it?","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":0,"commentSize":0,"repostSize":0,"link":"https://ttm.financial/post/381672201","repostId":"1186964240","repostType":4,"isVote":1,"tweetType":1,"viewCount":8,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"EN","totalScore":0}],"defaultTab":"followers","isTTM":true}