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2024-12-31

On November 7, 36kr reported that Nio (NYSE: NIO) provided its supply chain with a 2024 sales forecast of more than 230,000 units, Xpeng (NYSE: XPEV) of more than 280,000 units and Li Auto of more than 800,000 units. Li Auto only 500,000 units??? How about Xpev??

Li Auto Sees Total Deliveries in 2024 Reach 500,000 Units

2024-12-24

Lucid ans rivian will hit issit??? 🤦🏻‍♂️

China EV Insurance Registrations for Week Ending Dec 22: Nio 5,400, Tesla 17,600, Xiaomi 6,000, BYD 87,700

2024-12-07

Their new $3.90 12-month price target suggests that the ADRs could fall 19% from Friday's closing price. Today friday....which friday?????? BSxxt

NIO Stock Got a Downgrade. Here's a Laundry List of Woes From Goldman. -- Barrons.com

2024-11-21

Another anyhow analyst 🤦🏻‍♂️ Plenty of free time, nothing better to do

Stock Track | XPeng Plunges 5.14% in Pre-Market on Barclays Sell Rating and $7 Price Target

2024-11-10

Its alright, dont have to buy Tesla but buy more TSLA😬

Tesla sales disappoint despite Elon Musk’s carmaker slashing prices

2024-11-09

Reaching $400B soon🤩

Elon Musk's Net Worth Tops $300 Billion in Wake of Trump Victory

2024-11-09

TSLA 🚀

2024-10-29

Thank you to all investors🤩

Tesla Insiders Plan to Sell $300 Million of Stock

2024-10-21

Lucid or Rivn a better choice, huh expert???

NIO: Beijing Goes All In

2024-10-10

More interested Which agent gets the big fat comm? $2-3million

Singapore Mansion on Sale for Record $236 Million, BT Reports

2024-10-02

Continue your shorts to $NIO..... good luck

NIO: Overbought And Overvalued

2024-09-14

i believed you shorted alot and now desperate mode

NIO: The ONVO Gamble Could Worsen Liquidity Crunch

2024-09-10

💤

Sorry, the original content has been removed

2024-07-03

💤 💤 💤

NIO: Growth At All Costs May Not Last

2024-06-17

Thank you to all shareholders of TSLA and also to all Tesla owners, you all are the best 🤩

Elon Musk’s Pay Package Dwarfs Median CEO Compensation

2024-06-07

Just noise, ignore. NiO is getting stronger, customers are growing

3 Dangerous Stocks You Should Sell ASAP in June

2024-06-01

Fantastic growth and not yet include L60 onvo 👍

NIO Delivered 20,544 Vehicles in May, up 233.8% YoY

2024-05-31

Larry began writing columns for InvestorPlace in 2015.......... 🤮

NIO Stock’s Battery Swapping Bet: A Gamble That Might Not Pay Off for Investors

2024-05-25

💤 💤 🥱

NIO: Fundamentally Weak And Overvalued?

2024-05-13

Ok then.... huat ah

Lawrence Wong Is Ready to Lead Singapore, Says PM Lee in Letter to President Tharman

Go to Tiger App to see more news

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November 7, 36kr reported that Nio (NYSE: NIO) provided its supply chain with a 2024 sales forecast of more than 230,000 units, Xpeng (NYSE: XPEV) of more than 280,000 units and Li Auto of more than 800,000 units. 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How about Xpev??","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":5,"commentSize":0,"repostSize":1,"link":"https://ttm.financial/post/387535642497216","repostId":"2495677386","repostType":4,"repost":{"id":"2495677386","kind":"highlight","pubTimestamp":1735643003,"share":"https://ttm.financial/m/news/2495677386?lang=&edition=fundamental","pubTime":"2024-12-31 19:03","market":"us","language":"en","title":"Li Auto Sees Total Deliveries in 2024 Reach 500,000 Units","url":"https://stock-news.laohu8.com/highlight/detail?id=2495677386","media":"CnEVPost","summary":"Li Auto reached its 500,000th delivery in 2024 today at 18:18 Beijing Time, meaning it has delivered around 58,000 vehicles so far this month.","content":"<html><head></head><body><p>Li Auto (NASDAQ: LI) is on pace for a record month of deliveries as it closes out 2024 with more than 500,000 full-year deliveries.</p><p>The company took to Weibo today to show a real-time countdown to its full-year 2024 vehicle delivery figure gradually reaching 500,000 units.</p><p>As of 18:18 Beijing Time, Li Auto reached its 500,000th delivery in 2024.</p><p>This means that, as of this writing, the company has delivered a total of 58,005 vehicles so far this month. That number continues to grow.</p><p>Li Auto guided for fourth-quarter vehicle deliveries between 160,000 and 170,000 units on October 31, implying year-on-year growth of 21.4 percent to 29.0 percent, slightly higher than the 152,831 vehicles delivered in the third quarter.</p><p>If Li Auto is to meet that guidance, it would need to deliver at least 59,817 vehicles in December.</p><p>The company and major peers are expected to announce December delivery figures tomorrow.</p><p>Li Auto had 13,400 insurance registrations last week, down 3.60 percent from 13,900 the previous week, according to figures it shared earlier today.</p></body></html>","source":"cnevpost_highlight","collect":0,"html":"<!DOCTYPE html>\n<html>\n<head>\n<meta http-equiv=\"Content-Type\" content=\"text/html; charset=utf-8\" />\n<meta name=\"viewport\" content=\"width=device-width,initial-scale=1.0,minimum-scale=1.0,maximum-scale=1.0,user-scalable=no\"/>\n<meta name=\"format-detection\" content=\"telephone=no,email=no,address=no\" />\n<title>Li Auto Sees Total Deliveries in 2024 Reach 500,000 Units</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\">\nLi Auto Sees Total Deliveries in 2024 Reach 500,000 Units\n</h2>\n\n<h4 class=\"meta\">\n\n\n2024-12-31 19:03 GMT+8&nbsp;&nbsp;&nbsp;<a href=https://cnevpost.com/2024/12/31/li-auto-deliveries-2024-500000/><strong>CnEVPost</strong></a>\n\n\n</h4>\n\n</header>\n<article>\n<div>\n<p>Li Auto (NASDAQ: LI) is on pace for a record month of deliveries as it closes out 2024 with more than 500,000 full-year deliveries.The company took to Weibo today to show a real-time countdown to its ...</p>\n\n<a href=\"https://cnevpost.com/2024/12/31/li-auto-deliveries-2024-500000/\">Web Link</a>\n\n</div>\n\n\n</article>\n</div>\n</body>\n</html>\n","type":0,"thumbnail":"","relate_stocks":{"BK4503":"景林资产持仓","BK4099":"汽车制造商","BK4551":"寇图资本持仓","BK4548":"巴美列捷福持仓","BK4563":"昨日强势股","LI":"理想汽车","BK4555":"新能源车","BK4588":"碎股","BK4585":"ETF&股票定投概念","BK4526":"热门中概股"},"source_url":"https://cnevpost.com/2024/12/31/li-auto-deliveries-2024-500000/","is_english":true,"share_image_url":"https://static.laohu8.com/e9f99090a1c2ed51c021029395664489","article_id":"2495677386","content_text":"Li Auto (NASDAQ: LI) is on pace for a record month of deliveries as it closes out 2024 with more than 500,000 full-year deliveries.The company took to Weibo today to show a real-time countdown to its full-year 2024 vehicle delivery figure gradually reaching 500,000 units.As of 18:18 Beijing Time, Li Auto reached its 500,000th delivery in 2024.This means that, as of this writing, the company has delivered a total of 58,005 vehicles so far this month. That number continues to grow.Li Auto guided for fourth-quarter vehicle deliveries between 160,000 and 170,000 units on October 31, implying year-on-year growth of 21.4 percent to 29.0 percent, slightly higher than the 152,831 vehicles delivered in the third quarter.If Li Auto is to meet that guidance, it would need to deliver at least 59,817 vehicles in December.The company and major peers are expected to announce December delivery figures tomorrow.Li Auto had 13,400 insurance registrations last week, down 3.60 percent from 13,900 the previous week, according to figures it shared earlier today.","news_type":1},"isVote":1,"tweetType":1,"viewCount":578,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"EN","totalScore":0},{"id":385119077195832,"gmtCreate":1735034374996,"gmtModify":1735034378882,"author":{"id":"3584079457608282","authorId":"3584079457608282","name":"FGP","avatar":"https://community-static.tradeup.com/news/4f96275867e9fcc09f90747c0edcd143","crmLevel":9,"crmLevelSwitch":1,"followedFlag":false,"idStr":"3584079457608282","authorIdStr":"3584079457608282"},"themes":[],"htmlText":"Lucid ans rivian will hit issit??? 🤦🏻‍♂️","listText":"Lucid ans rivian will hit issit??? 🤦🏻‍♂️","text":"Lucid ans rivian will hit issit??? 🤦🏻‍♂️","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":1,"commentSize":0,"repostSize":0,"link":"https://ttm.financial/post/385119077195832","repostId":"2493721024","repostType":2,"repost":{"id":"2493721024","kind":"highlight","pubTimestamp":1735016849,"share":"https://ttm.financial/m/news/2493721024?lang=&edition=fundamental","pubTime":"2024-12-24 13:07","market":"us","language":"en","title":"China EV Insurance Registrations for Week Ending Dec 22: Nio 5,400, Tesla 17,600, Xiaomi 6,000, BYD 87,700","url":"https://stock-news.laohu8.com/highlight/detail?id=2493721024","media":"CnEVPost","summary":"Onvo had 2,100 insurance registrations last week, Li Auto 13,900, Xpeng 7,400, Zeekr 5,300, Leapmotor 10,300 and Aito 7,700.","content":"<html><head></head><body><blockquote><p>Onvo had 2,100 insurance registrations last week, <a href=\"https://cnevpost.com/li-auto/\" title=\"Li Auto\" class=\"st_tag internal_tag\">Li Auto</a> 13,900, <a href=\"https://cnevpost.com/xpeng/\" title=\"Xpeng\" class=\"st_tag internal_tag\">Xpeng</a> 7,400, <a href=\"https://cnevpost.com/zeekr/\" title=\"Zeekr\" class=\"st_tag internal_tag\">Zeekr</a> 5,300, Leapmotor 10,300 and Aito 7,700.</p></blockquote><p class=\"t-img-caption\"><img src=\"https://community-static.tradeup.com/news/09a174de6ed09f0e5e65786e7a322d10\" alt=\"\" title=\"\" tg-width=\"1200\" tg-height=\"628\"/></p><p>Major electric vehicle (EV) makers saw insurance registrations in China continue to rise last week as the end of the month approached with typically higher deliveries.</p><p>For the week of December 16 to December 22, <a href=\"https://cnevpost.com/nio/\" title=\"Nio\" class=\"st_tag internal_tag\">Nio</a> (NYSE: NIO) branded vehicles saw 5,400 insurance registrations in China, up 22.73 percent from 4,400 in the previous week, according to data shared today by Li Auto (NASDAQ: LI).</p><p>Li Auto stopped sharing weekly insurance registrations earlier this year, and after about a year of doing so. It resumed sharing those numbers in the form of weekly rankings in early May.</p><p>The figures Li Auto shares are by brand, excluding sales of sub-brand Onvo in Nio&#39;s case.</p><p>Onvo failed to make the list shared by Li Auto as before, though the Nio sub-brand saw 2,100 insurance registrations last week, up 23.53 percent from 1,700 the week before, according to figures shared by several car bloggers on Weibo.</p><p>Onvo launched its first model, the L60, on September 19, with deliveries beginning on September 28.</p><p>Nio Inc delivered 20,575 vehicles in November, including 15,493 under the Nio main brand and 5,082 under Onvo.</p><p>The company guided last month that fourth-quarter vehicle deliveries would be in the range of 72,000 to 75,000, meaning that it could deliver at least 30,449 vehicles in December.</p><p>On December 12, Nio founder, chairman, and CEO William Li said in a media meetup in response to a question from CnEVPost that the company was confident it would meet its fourth-quarter deliveries guidance, with more than 30,000 units to be delivered in December.</p><p>On December 18, Onvo president Alan Ai said the brand&#39;s deliveries would pick up speed this month, with more than 10,000 vehicles sure to be delivered in December.</p><p>Li Auto had 13,900 insurance registrations last week, down 1.42 percent from 14,100 the week before, according to figures it shared.</p><p>The company delivered 48,740 vehicles in November, up 18.79 percent from 41,030 in the same month last year, but down 5.25 percent from 51,443 in October, its second consecutive sequential decline.</p><p>Li Auto on October 31 guided for fourth-quarter vehicle deliveries between 160,000 and 170,000 units, implying year-on-year growth of 21.4 percent to 29.0 percent, slightly higher than the 152,831 vehicles delivered in the third quarter.</p><p>If Li Auto is to meet that guidance, it will need to deliver at least 59,817 vehicles in December.</p><p>Xpeng (NYSE: XPEV) saw 7,400 insurance registrations last week, up 2.78 percent from 7,200 the week before.</p><p>The company delivered 30,895 vehicles in November, marking the first time it has surpassed the 30,000 mark and the third consecutive month of record highs.</p><p>Xpeng had previously guided for fourth-quarter vehicle deliveries in the range of 87,000 to 91,000, meaning it could deliver at least 32,188 vehicles in December.</p><p>An Xpeng executive said last week that deliveries of the new P7+ model had accelerated after battery maker Eve Energy increased the battery capacity it supplies to the company.</p><p><a href=\"https://cnevpost.com/tesla/\" title=\"Tesla\" class=\"st_tag internal_tag\">Tesla</a> had 17,600 insurance registrations in China last week, down 4.86 percent from 18,500 the week before.</p><p>Tesla has a factory in Shanghai that produces the Model 3 sedan and Model Y crossover, delivering both to local customers and serving as an export hub for it.</p><p>Tesla China sold 78,856 vehicles in November, including 5,366 for export, data from the China Passenger Car Association (CPCA) showed.</p><p>The US EV maker sold 73,490 vehicles in China in November, its highest month of the year, CnEVPost&#39;s calculations show. That&#39;s up 12.19 percent from 65,504 vehicles in the same month last year and up 81.52 percent from 40,485 in October.</p><p>Earlier today, Tesla announced that it is offering final payment reductions on existing Model Y vehicles in China, and extended its 5-year 0 percent interest financing through January 31, as the previous promotion was set to expire at the end of this month.</p><p><a href=\"https://cnevpost.com/byd/\" title=\"BYD\" class=\"st_tag internal_tag\">BYD</a> (HKG: 1211, OTCMKTS: BYDDY) had 87,700 insurance registrations last week, down 10.33 percent from 97,800 the week before.</p><p>The company sold 506,804 new energy-vehicles (NEVs) in November, marking the second time it has surpassed the 500,000 mark and the sixth consecutive month of record sales.</p><p>In the January-November period, BYD sold 3,757,336 NEVs, up 40.02 percent year-on-year.</p><p>On December 13, BYD chief scientist Lian Yubo said the company&#39;s annual sales in 2024 were expected to reach 4.25 million units.</p><p>Also on December 13, BYD&#39;s plant in Xi&#39;an, Shaanxi province in northwestern China reached its goal of producing 1 million vehicles for the year, the first time its largest vehicle assembly plant has seen annual sales exceed that mark.</p><p><a href=\"https://cnevpost.com/xiaomi/\" title=\"Xiaomi\" class=\"st_tag internal_tag\">Xiaomi</a> (HKG: 1810, OTCMKTS: XIACY) saw 6,000 insurance registrations last week, up 3.45 percent from 5,800 the week before.</p><p>It said on December 1 that Xiaomi SU7 deliveries continued to exceed 20,000 units in November, marking the second consecutive month above the 20,000 mark.</p><p>Xiaomi EV is confident of reaching its new delivery target of over 130,000 units for the year, it said.</p><p>Xiaomi announced on December 9 that its second EV model had been named Xiaomi YU7 and the SUV (sport utility vehicle) was expected to go on sale in June or July next year.</p><p>Yesterday, Xiaomi EV said it entered into a charging network partnership with Nio, Xpeng, and Li Auto.</p><p>Zeekr (NYSE: ZK) had 5,300 insurance registrations last week, up 1.92 percent from 5,200 the week before.</p><p>The company delivered 27,011 vehicles in November, its third consecutive month of record highs. This is up 106.13 percent from 13,104 vehicles in the same period last year and 7.83 percent from 25,049 in October.</p><p>In the January-November period, Zeekr delivered 194,933 vehicles, an increase of 85.28 percent year-on-year.</p><p>The company is targeting full-year deliveries of 230,000 vehicles in 2024, meaning that December deliveries would need to reach 35,067 vehicles to meet that target.</p><p>Leapmotor (HKG: 9863) registered 10,300 insurance registrations last week, up 3.00 percent from 10,000 the week before.</p><p>It delivered 40,169 vehicles in November, marking the first time monthly deliveries have topped the 40,000 mark and the 6th consecutive month of record highs.</p><p>This is an increase of 117.04 percent from 18,508 units in the same period last year and 5.22 percent from 38,177 in October.</p><p>From January to November, Leapmotor delivered 251,207 vehicles, up 100.11 percent year-on-year and ahead of its full-year sales target.</p><p>In 2025, Leapmotor would challenge its 500,000 annual sales target, the company said on December 1, repeating a previously mentioned goal.</p><p>Aito -- a brand jointly created by <a href=\"https://cnevpost.com/huawei/\" title=\"Huawei\" class=\"st_tag internal_tag\">Huawei</a> and Seres Group -- had 7,700 insurance registrations last week, up 14.93 percent from 6,700 the week before.</p><p>($1 = RMB 7.2888)</p></body></html>","source":"cnevpost_highlight","collect":0,"html":"<!DOCTYPE html>\n<html>\n<head>\n<meta http-equiv=\"Content-Type\" content=\"text/html; charset=utf-8\" />\n<meta name=\"viewport\" content=\"width=device-width,initial-scale=1.0,minimum-scale=1.0,maximum-scale=1.0,user-scalable=no\"/>\n<meta name=\"format-detection\" content=\"telephone=no,email=no,address=no\" />\n<title>China EV Insurance Registrations for Week Ending Dec 22: Nio 5,400, Tesla 17,600, Xiaomi 6,000, BYD 87,700</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; 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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\">\nChina EV Insurance Registrations for Week Ending Dec 22: Nio 5,400, Tesla 17,600, Xiaomi 6,000, BYD 87,700\n</h2>\n\n<h4 class=\"meta\">\n\n\n2024-12-24 13:07 GMT+8&nbsp;&nbsp;&nbsp;<a href=https://cnevpost.com/2024/12/24/china-ev-insurance-registrations-week-ending-dec-22-2024/><strong>CnEVPost</strong></a>\n\n\n</h4>\n\n</header>\n<article>\n<div>\n<p>Onvo had 2,100 insurance registrations last week, Li Auto 13,900, Xpeng 7,400, Zeekr 5,300, Leapmotor 10,300 and Aito 7,700.Major electric vehicle (EV) makers saw insurance registrations in China ...</p>\n\n<a href=\"https://cnevpost.com/2024/12/24/china-ev-insurance-registrations-week-ending-dec-22-2024/\">Web Link</a>\n\n</div>\n\n\n</article>\n</div>\n</body>\n</html>\n","type":0,"thumbnail":"","relate_stocks":{"IE00B1XK9C88.USD":"PINEBRIDGE US LARGE CAP RESEARCH ENHANCED \"A\" (USD) ACC","BK4581":"高盛持仓","IE00BSNM7G36.USD":"NEUBERGER BERMAN SYSTEMATIC GLOBAL SUSTAINABLE VALUE \"A\" (USD) ACC","LU0234572021.USD":"高盛美国核心股票组合Acc","LU0820562030.AUD":"ALLIANZ INCOME AND GROWTH \"AMH2\" (AUDHDG) H2 INC","SG9999015945.SGD":"LionGlobal Disruptive Innovation Fund A SGD","LU2063271972.USD":"富兰克林创新领域基金","BK4548":"巴美列捷福持仓","LU2756315664.SGD":"ALLIANZ INCOME AND GROWTH \"AMI\" (SGDHDG) INC","IE00BK4W5L77.USD":"HSBC GLOBAL FUNDS ICAV US EQUITY INDEX \"HC\" (USD) ACC","SG9999015986.USD":"LIONGLOBAL DISRUPTIVE INNOVATION \"I\" (USD) ACC","BK4598":"佩洛西持仓","IE00BWXC8680.SGD":"PINEBRIDGE US LARGE CAP RESEARCH ENHANCED \"A5\" (SGD) ACC","NIO.SI":"蔚来","IE00BK4W5M84.HKD":"HSBC GLOBAL FUNDS ICAV US EQUITY INDEX \"HC\" (HKD) ACC","TSYW.SI":"TESLA 3xLongSG261006","LU0097036916.USD":"贝莱德美国增长A2 USD","LU2023250330.USD":"ALLIANZ INCOME AND GROWTH \"AMG\" (USD) INC","LU1145028129.USD":"ALLIANZ INCOME AND GROWTH \"AQ\" (USD) INC","XPEV":"小鹏汽车","LU2087621335.USD":"ALLSPRING GLOBAL FACTOR ENHANCED EQUITY \"A\" (USD) ACC","LI":"理想汽车","BK4592":"伊斯兰概念","ZK":"极氪","LU1548497426.USD":"安联环球人工智能AT Acc","LU1861220033.SGD":"Blackrock Next Generation Technology A2 SGD-H","BK4534":"瑞士信贷持仓","LU0052750758.USD":"富兰克林中国基金A Acc","09866":"蔚来-SW","BK4555":"新能源车","LU1551013425.SGD":"Allianz Income and Growth Cl AMg2 DIS H2-SGD","TSLA":"特斯拉","TSLL":"Direxion Daily TSLA Bull 2X Shares","LU0348723411.USD":"ALLIANZ GLOBAL HI-TECH GROWTH \"A\" (USD) INC","LU1629891620.HKD":"ALLIANZ INCOME AND GROWTH \"AMG2\" (H2-HKD) INC","LU0943347566.SGD":"安联收益及增长平衡基金AM H2-SGD","BK4527":"明星科技股","EVS.SI":"MSCI China Electric Vehicles and Future Mobility ETF-NikkoAM","LU2357305700.SGD":"Allianz Global Artificial Intelligence ET H2-SGD","NIO":"蔚来","SG9999015952.SGD":"LIONGLOBAL DISRUPTIVE INNOVATION \"I\" (SGD) ACC","BK4550":"红杉资本持仓","BK4588":"碎股","LU1435385759.SGD":"Natixis Loomis Sayles US Growth Equity RA SGD-H","BK4574":"无人驾驶","BK4551":"寇图资本持仓"},"source_url":"https://cnevpost.com/2024/12/24/china-ev-insurance-registrations-week-ending-dec-22-2024/","is_english":true,"share_image_url":"https://static.laohu8.com/e9f99090a1c2ed51c021029395664489","article_id":"2493721024","content_text":"Onvo had 2,100 insurance registrations last week, Li Auto 13,900, Xpeng 7,400, Zeekr 5,300, Leapmotor 10,300 and Aito 7,700.Major electric vehicle (EV) makers saw insurance registrations in China continue to rise last week as the end of the month approached with typically higher deliveries.For the week of December 16 to December 22, Nio (NYSE: NIO) branded vehicles saw 5,400 insurance registrations in China, up 22.73 percent from 4,400 in the previous week, according to data shared today by Li Auto (NASDAQ: LI).Li Auto stopped sharing weekly insurance registrations earlier this year, and after about a year of doing so. It resumed sharing those numbers in the form of weekly rankings in early May.The figures Li Auto shares are by brand, excluding sales of sub-brand Onvo in Nio's case.Onvo failed to make the list shared by Li Auto as before, though the Nio sub-brand saw 2,100 insurance registrations last week, up 23.53 percent from 1,700 the week before, according to figures shared by several car bloggers on Weibo.Onvo launched its first model, the L60, on September 19, with deliveries beginning on September 28.Nio Inc delivered 20,575 vehicles in November, including 15,493 under the Nio main brand and 5,082 under Onvo.The company guided last month that fourth-quarter vehicle deliveries would be in the range of 72,000 to 75,000, meaning that it could deliver at least 30,449 vehicles in December.On December 12, Nio founder, chairman, and CEO William Li said in a media meetup in response to a question from CnEVPost that the company was confident it would meet its fourth-quarter deliveries guidance, with more than 30,000 units to be delivered in December.On December 18, Onvo president Alan Ai said the brand's deliveries would pick up speed this month, with more than 10,000 vehicles sure to be delivered in December.Li Auto had 13,900 insurance registrations last week, down 1.42 percent from 14,100 the week before, according to figures it shared.The company delivered 48,740 vehicles in November, up 18.79 percent from 41,030 in the same month last year, but down 5.25 percent from 51,443 in October, its second consecutive sequential decline.Li Auto on October 31 guided for fourth-quarter vehicle deliveries between 160,000 and 170,000 units, implying year-on-year growth of 21.4 percent to 29.0 percent, slightly higher than the 152,831 vehicles delivered in the third quarter.If Li Auto is to meet that guidance, it will need to deliver at least 59,817 vehicles in December.Xpeng (NYSE: XPEV) saw 7,400 insurance registrations last week, up 2.78 percent from 7,200 the week before.The company delivered 30,895 vehicles in November, marking the first time it has surpassed the 30,000 mark and the third consecutive month of record highs.Xpeng had previously guided for fourth-quarter vehicle deliveries in the range of 87,000 to 91,000, meaning it could deliver at least 32,188 vehicles in December.An Xpeng executive said last week that deliveries of the new P7+ model had accelerated after battery maker Eve Energy increased the battery capacity it supplies to the company.Tesla had 17,600 insurance registrations in China last week, down 4.86 percent from 18,500 the week before.Tesla has a factory in Shanghai that produces the Model 3 sedan and Model Y crossover, delivering both to local customers and serving as an export hub for it.Tesla China sold 78,856 vehicles in November, including 5,366 for export, data from the China Passenger Car Association (CPCA) showed.The US EV maker sold 73,490 vehicles in China in November, its highest month of the year, CnEVPost's calculations show. That's up 12.19 percent from 65,504 vehicles in the same month last year and up 81.52 percent from 40,485 in October.Earlier today, Tesla announced that it is offering final payment reductions on existing Model Y vehicles in China, and extended its 5-year 0 percent interest financing through January 31, as the previous promotion was set to expire at the end of this month.BYD (HKG: 1211, OTCMKTS: BYDDY) had 87,700 insurance registrations last week, down 10.33 percent from 97,800 the week before.The company sold 506,804 new energy-vehicles (NEVs) in November, marking the second time it has surpassed the 500,000 mark and the sixth consecutive month of record sales.In the January-November period, BYD sold 3,757,336 NEVs, up 40.02 percent year-on-year.On December 13, BYD chief scientist Lian Yubo said the company's annual sales in 2024 were expected to reach 4.25 million units.Also on December 13, BYD's plant in Xi'an, Shaanxi province in northwestern China reached its goal of producing 1 million vehicles for the year, the first time its largest vehicle assembly plant has seen annual sales exceed that mark.Xiaomi (HKG: 1810, OTCMKTS: XIACY) saw 6,000 insurance registrations last week, up 3.45 percent from 5,800 the week before.It said on December 1 that Xiaomi SU7 deliveries continued to exceed 20,000 units in November, marking the second consecutive month above the 20,000 mark.Xiaomi EV is confident of reaching its new delivery target of over 130,000 units for the year, it said.Xiaomi announced on December 9 that its second EV model had been named Xiaomi YU7 and the SUV (sport utility vehicle) was expected to go on sale in June or July next year.Yesterday, Xiaomi EV said it entered into a charging network partnership with Nio, Xpeng, and Li Auto.Zeekr (NYSE: ZK) had 5,300 insurance registrations last week, up 1.92 percent from 5,200 the week before.The company delivered 27,011 vehicles in November, its third consecutive month of record highs. This is up 106.13 percent from 13,104 vehicles in the same period last year and 7.83 percent from 25,049 in October.In the January-November period, Zeekr delivered 194,933 vehicles, an increase of 85.28 percent year-on-year.The company is targeting full-year deliveries of 230,000 vehicles in 2024, meaning that December deliveries would need to reach 35,067 vehicles to meet that target.Leapmotor (HKG: 9863) registered 10,300 insurance registrations last week, up 3.00 percent from 10,000 the week before.It delivered 40,169 vehicles in November, marking the first time monthly deliveries have topped the 40,000 mark and the 6th consecutive month of record highs.This is an increase of 117.04 percent from 18,508 units in the same period last year and 5.22 percent from 38,177 in October.From January to November, Leapmotor delivered 251,207 vehicles, up 100.11 percent year-on-year and ahead of its full-year sales target.In 2025, Leapmotor would challenge its 500,000 annual sales target, the company said on December 1, repeating a previously mentioned goal.Aito -- a brand jointly created by Huawei and Seres Group -- had 7,700 insurance registrations last week, up 14.93 percent from 6,700 the week before.($1 = RMB 7.2888)","news_type":1},"isVote":1,"tweetType":1,"viewCount":130,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"EN","totalScore":0},{"id":378897019879480,"gmtCreate":1733529625929,"gmtModify":1733529630664,"author":{"id":"3584079457608282","authorId":"3584079457608282","name":"FGP","avatar":"https://community-static.tradeup.com/news/4f96275867e9fcc09f90747c0edcd143","crmLevel":9,"crmLevelSwitch":1,"followedFlag":false,"idStr":"3584079457608282","authorIdStr":"3584079457608282"},"themes":[],"htmlText":"Their new $3.90 12-month price target suggests that the ADRs could fall 19% from Friday's closing price. Today friday....which friday?????? BSxxt","listText":"Their new $3.90 12-month price target suggests that the ADRs could fall 19% from Friday's closing price. Today friday....which friday?????? BSxxt","text":"Their new $3.90 12-month price target suggests that the ADRs could fall 19% from Friday's closing price. Today friday....which friday?????? BSxxt","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":0,"commentSize":0,"repostSize":0,"link":"https://ttm.financial/post/378897019879480","repostId":"2486082762","repostType":2,"repost":{"id":"2486082762","kind":"highlight","weMediaInfo":{"introduction":"Dow Jones publishes the world’s most trusted business news and financial information in a variety of media.","home_visible":0,"media_name":"Dow Jones","id":"106","head_image":"https://static.tigerbbs.com/150f88aa4d182df19190059f4a365e99"},"pubTimestamp":1732543920,"share":"https://ttm.financial/m/news/2486082762?lang=&edition=fundamental","pubTime":"2024-11-25 22:12","market":"nz","language":"en","title":"NIO Stock Got a Downgrade. Here's a Laundry List of Woes From Goldman. -- Barrons.com","url":"https://stock-news.laohu8.com/highlight/detail?id=2486082762","media":"Dow Jones","summary":"NIO stock has been stuck in reverse gear the past few months and the selling could continue into 2025, Goldman Sachs analysts said Monday.The Chinese electric-vehicle maker's American depositary receipts  are down 28% since the beginning of October and 47% in 2024. Increased competition and lower prices have hurt the Chinese EV sector -- rivals Li Auto and XPeng have fallen 40% and 18%, respectively, this year. In contrast, Tesla stock is up 42% in 2024, through Friday.Goldman's analysts don't see the picture getting any better for NIO next year. They downgraded the stock to Sell from Neutral in a note Monday. Their new $3.90 12-month price target suggests that the ADRs could fall 19% from Friday's closing price.However, stronger government policy support is one reason Goldman analysts could turn more positive on the stock. Hou currently expects NIO to sell 337,000 units in 2025, compared to the company's guidance of 443,000 to 449,000 units.","content":"<font class=\"NormalMinus1\" face=\"Arial\">\n<p>\n  By Callum Keown \n</p>\n<p>\n  NIO stock has been stuck in reverse gear the past few months and the selling could continue into 2025, Goldman Sachs analysts said Monday. \n</p>\n<p>\n     The Chinese electric-vehicle maker's American depositary receipts (ADRs) are down 28% since the beginning of October and 47% in 2024. Increased competition and lower prices have hurt the Chinese EV sector -- rivals Li Auto and XPeng have fallen 40% and 18%, respectively, this year. In contrast, Tesla stock is up 42% in 2024, through Friday. \n</p>\n<p>\n     Goldman's analysts don't see the picture getting any better for NIO next year. They downgraded the stock to Sell from Neutral in a note Monday. Their new $3.90 12-month price target suggests that the ADRs could fall 19% from Friday's closing price. \n</p>\n<p>\n     They have a laundry list of issues behind the downgrade, including NIO's \"limited\" new model launch -- it's only planning one new vehicle. \"We are Sell-rated and expect lukewarm order momentum, slow production ramp-up and delivery volume, and intensifying price competition to be downside stock price catalysts,\" equity analyst Tina Hou said. \n</p>\n<p>\n     However, stronger government policy support is one reason Goldman analysts could turn more positive on the stock. Hou currently expects NIO to sell 337,000 units in 2025, compared to the company's guidance of 443,000 to 449,000 units. \n</p>\n<p>\n     \"We could turn more positive on the company's 2025 sales volume if overall market demand improves with NEV [New Energy Vehicle] penetration driven higher by the favorable policy support, which would lead to higher margin and operating profit for the company, all else equal,\" she added. \n</p>\n<p>\n     Write to Callum Keown at callum.keown@dowjones.com \n</p>\n<p>\n     This content was created by Barron's, which is operated by Dow Jones &amp; Co. Barron's is published independently from Dow Jones Newswires and The Wall Street Journal. \n</p>\n<pre>\n \n</pre>\n<p>\n  (END) Dow Jones Newswires\n</p>\n<p>\n  November 25, 2024 09:12 ET (14:12 GMT)\n</p>\n<p>\n  Copyright (c) 2024 Dow Jones &amp; Company, Inc.\n</p>\n</font>","collect":0,"html":"<!DOCTYPE html>\n<html>\n<head>\n<meta http-equiv=\"Content-Type\" content=\"text/html; charset=utf-8\" />\n<meta name=\"viewport\" content=\"width=device-width,initial-scale=1.0,minimum-scale=1.0,maximum-scale=1.0,user-scalable=no\"/>\n<meta name=\"format-detection\" content=\"telephone=no,email=no,address=no\" />\n<title>NIO Stock Got a Downgrade. Here's a Laundry List of Woes From Goldman. -- Barrons.com</title>\n<style type=\"text/css\">\na,abbr,acronym,address,applet,article,aside,audio,b,big,blockquote,body,canvas,caption,center,cite,code,dd,del,details,dfn,div,dl,dt,\nem,embed,fieldset,figcaption,figure,footer,form,h1,h2,h3,h4,h5,h6,header,hgroup,html,i,iframe,img,ins,kbd,label,legend,li,mark,menu,nav,\nobject,ol,output,p,pre,q,ruby,s,samp,section,small,span,strike,strong,sub,summary,sup,table,tbody,td,tfoot,th,thead,time,tr,tt,u,ul,var,video{ font:inherit;margin:0;padding:0;vertical-align:baseline;border:0 }\nbody{ font-size:16px; line-height:1.5; color:#999; background:transparent; }\n.wrapper{ overflow:hidden;word-break:break-all;padding:10px; }\nh1,h2{ font-weight:normal; line-height:1.35; margin-bottom:.6em; }\nh3,h4,h5,h6{ line-height:1.35; margin-bottom:1em; }\nh1{ font-size:24px; }\nh2{ font-size:20px; }\nh3{ font-size:18px; }\nh4{ font-size:16px; }\nh5{ font-size:14px; }\nh6{ font-size:12px; }\np,ul,ol,blockquote,dl,table{ margin:1.2em 0; }\nul,ol{ margin-left:2em; }\nul{ list-style:disc; }\nol{ list-style:decimal; }\nli,li p{ margin:10px 0;}\nimg{ max-width:100%;display:block;margin:0 auto 1em; }\nblockquote{ color:#B5B2B1; border-left:3px solid #aaa; padding:1em; }\nstrong,b{font-weight:bold;}\nem,i{font-style:italic;}\ntable{ width:100%;border-collapse:collapse;border-spacing:1px;margin:1em 0;font-size:.9em; }\nth,td{ padding:5px;text-align:left;border:1px solid #aaa; }\nth{ font-weight:bold;background:#5d5d5d; }\n.symbol-link{font-weight:bold;}\n/* header{ border-bottom:1px solid #494756; } */\n.title{ margin:0 0 8px;line-height:1.3;color:#ddd; }\n.meta {color:#5e5c6d;font-size:13px;margin:0 0 .5em; }\na{text-decoration:none; color:#2a4b87;}\n.meta .head { display: inline-block; overflow: hidden}\n.head .h-thumb { width: 30px; height: 30px; margin: 0; padding: 0; border-radius: 50%; float: left;}\n.head .h-content { margin: 0; padding: 0 0 0 9px; float: left;}\n.head .h-name {font-size: 13px; color: #eee; margin: 0;}\n.head .h-time {font-size: 11px; color: #7E829C; margin: 0;line-height: 11px;}\n.small {font-size: 12.5px; display: inline-block; transform: scale(0.9); -webkit-transform: scale(0.9); transform-origin: left; -webkit-transform-origin: left;}\n.smaller {font-size: 12.5px; display: inline-block; transform: scale(0.8); -webkit-transform: scale(0.8); transform-origin: left; -webkit-transform-origin: left;}\n.bt-text {font-size: 12px;margin: 1.5em 0 0 0}\n.bt-text p {margin: 0}\n</style>\n</head>\n<body>\n<div class=\"wrapper\">\n<header>\n<h2 class=\"title\">\nNIO Stock Got a Downgrade. Here's a Laundry List of Woes From Goldman. -- Barrons.com\n</h2>\n\n<h4 class=\"meta\">\n\n\n<div class=\"head\" \">\n\n\n<div class=\"h-thumb\" style=\"background-image:url(https://static.tigerbbs.com/150f88aa4d182df19190059f4a365e99);background-size:cover;\"></div>\n\n<div class=\"h-content\">\n<p class=\"h-name\">Dow Jones </p>\n<p class=\"h-time\">2024-11-25 22:12</p>\n</div>\n\n</div>\n\n\n</h4>\n\n</header>\n<article>\n<font class=\"NormalMinus1\" face=\"Arial\">\n<p>\n  By Callum Keown \n</p>\n<p>\n  NIO stock has been stuck in reverse gear the past few months and the selling could continue into 2025, Goldman Sachs analysts said Monday. \n</p>\n<p>\n     The Chinese electric-vehicle maker's American depositary receipts (ADRs) are down 28% since the beginning of October and 47% in 2024. Increased competition and lower prices have hurt the Chinese EV sector -- rivals Li Auto and XPeng have fallen 40% and 18%, respectively, this year. In contrast, Tesla stock is up 42% in 2024, through Friday. \n</p>\n<p>\n     Goldman's analysts don't see the picture getting any better for NIO next year. They downgraded the stock to Sell from Neutral in a note Monday. Their new $3.90 12-month price target suggests that the ADRs could fall 19% from Friday's closing price. \n</p>\n<p>\n     They have a laundry list of issues behind the downgrade, including NIO's \"limited\" new model launch -- it's only planning one new vehicle. \"We are Sell-rated and expect lukewarm order momentum, slow production ramp-up and delivery volume, and intensifying price competition to be downside stock price catalysts,\" equity analyst Tina Hou said. \n</p>\n<p>\n     However, stronger government policy support is one reason Goldman analysts could turn more positive on the stock. Hou currently expects NIO to sell 337,000 units in 2025, compared to the company's guidance of 443,000 to 449,000 units. \n</p>\n<p>\n     \"We could turn more positive on the company's 2025 sales volume if overall market demand improves with NEV [New Energy Vehicle] penetration driven higher by the favorable policy support, which would lead to higher margin and operating profit for the company, all else equal,\" she added. \n</p>\n<p>\n     Write to Callum Keown at callum.keown@dowjones.com \n</p>\n<p>\n     This content was created by Barron's, which is operated by Dow Jones &amp; Co. Barron's is published independently from Dow Jones Newswires and The Wall Street Journal. \n</p>\n<pre>\n \n</pre>\n<p>\n  (END) Dow Jones Newswires\n</p>\n<p>\n  November 25, 2024 09:12 ET (14:12 GMT)\n</p>\n<p>\n  Copyright (c) 2024 Dow Jones &amp; Company, Inc.\n</p>\n</font>\n\n</article>\n</div>\n</body>\n</html>\n","type":0,"thumbnail":"","relate_stocks":{},"source_url":"https://dowjonesnews.com/newdjn/logon.aspx?AL=N","is_english":true,"share_image_url":"https://static.laohu8.com/e9f99090a1c2ed51c021029395664489","article_id":"2486082762","content_text":"By Callum Keown \n\n\n  NIO stock has been stuck in reverse gear the past few months and the selling could continue into 2025, Goldman Sachs analysts said Monday. \n\n\n     The Chinese electric-vehicle maker's American depositary receipts (ADRs) are down 28% since the beginning of October and 47% in 2024. Increased competition and lower prices have hurt the Chinese EV sector -- rivals Li Auto and XPeng have fallen 40% and 18%, respectively, this year. In contrast, Tesla stock is up 42% in 2024, through Friday. \n\n\n     Goldman's analysts don't see the picture getting any better for NIO next year. They downgraded the stock to Sell from Neutral in a note Monday. Their new $3.90 12-month price target suggests that the ADRs could fall 19% from Friday's closing price. \n\n\n     They have a laundry list of issues behind the downgrade, including NIO's \"limited\" new model launch -- it's only planning one new vehicle. \"We are Sell-rated and expect lukewarm order momentum, slow production ramp-up and delivery volume, and intensifying price competition to be downside stock price catalysts,\" equity analyst Tina Hou said. \n\n\n     However, stronger government policy support is one reason Goldman analysts could turn more positive on the stock. Hou currently expects NIO to sell 337,000 units in 2025, compared to the company's guidance of 443,000 to 449,000 units. \n\n\n     \"We could turn more positive on the company's 2025 sales volume if overall market demand improves with NEV [New Energy Vehicle] penetration driven higher by the favorable policy support, which would lead to higher margin and operating profit for the company, all else equal,\" she added. \n\n\n     Write to Callum Keown at callum.keown@dowjones.com \n\n\n     This content was created by Barron's, which is operated by Dow Jones & Co. Barron's is published independently from Dow Jones Newswires and The Wall Street Journal. \n\n\n \n\n\n  (END) Dow Jones Newswires\n\n\n  November 25, 2024 09:12 ET (14:12 GMT)\n\n\n  Copyright (c) 2024 Dow Jones & Company, Inc.","news_type":1},"isVote":1,"tweetType":1,"viewCount":170,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"EN","totalScore":0},{"id":373375458095152,"gmtCreate":1732191931043,"gmtModify":1732191936074,"author":{"id":"3584079457608282","authorId":"3584079457608282","name":"FGP","avatar":"https://community-static.tradeup.com/news/4f96275867e9fcc09f90747c0edcd143","crmLevel":9,"crmLevelSwitch":1,"followedFlag":false,"idStr":"3584079457608282","authorIdStr":"3584079457608282"},"themes":[],"htmlText":"Another anyhow analyst 🤦🏻‍♂️ Plenty of free time, nothing better to do","listText":"Another anyhow analyst 🤦🏻‍♂️ Plenty of free time, nothing better to do","text":"Another anyhow analyst 🤦🏻‍♂️ Plenty of free time, nothing better to do","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":0,"commentSize":0,"repostSize":0,"link":"https://ttm.financial/post/373375458095152","repostId":"1158288192","repostType":2,"repost":{"id":"1158288192","kind":"news","weMediaInfo":{"introduction":"Track stock‘s movements and relevant news","home_visible":1,"media_name":"Stock Track","id":"1086803395","head_image":"https://static.tigerbbs.com/a81accab1e7ee4144dc051f71903a390"},"pubTimestamp":1732182736,"share":"https://ttm.financial/m/news/1158288192?lang=&edition=fundamental","pubTime":"2024-11-21 17:52","market":"hk","language":"en","title":"Stock Track | XPeng Plunges 5.14% in Pre-Market on Barclays Sell Rating and $7 Price Target","url":"https://stock-news.laohu8.com/highlight/detail?id=1158288192","media":"Stock Track","summary":"XPeng Inc.  shares plunged 5.14% in the pre-market trading session on Thursday as the electric vehicle maker faced bearish sentiment from analysts.Barclays analyst Jiong Shao maintained a Sell rating on XPEV and set a price target of $7, which is significantly below the stock's current trading price. The analyst's bearish view and low price target likely contributed to the pre-market selloff in XPeng's shares.","content":"<p>XPeng Inc. (XPEV) shares plunged 5.14% in the pre-market trading session on Thursday as the electric vehicle maker faced bearish sentiment from analysts.</p>\n\n<p>Barclays analyst Jiong Shao maintained a Sell rating on XPEV and set a price target of $7, which is significantly below the stock's current trading price. The analyst's bearish view and low price target likely contributed to the pre-market selloff in XPeng's shares.</p>","source":"ai_movement_en","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>Stock Track | XPeng Plunges 5.14% in Pre-Market on Barclays Sell Rating and $7 Price Target</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\">\nStock Track | XPeng Plunges 5.14% in Pre-Market on Barclays Sell Rating and $7 Price Target\n</h2>\n\n<h4 class=\"meta\">\n\n\n<a class=\"head\" href=\"https://laohu8.com/wemedia/1086803395\">\n\n\n<div class=\"h-thumb\" style=\"background-image:url(https://static.tigerbbs.com/a81accab1e7ee4144dc051f71903a390);background-size:cover;\"></div>\n\n<div class=\"h-content\">\n<p class=\"h-name\">Stock Track </p>\n<p class=\"h-time\">2024-11-21 17:52</p>\n</div>\n\n</a>\n\n\n</h4>\n\n</header>\n<article>\n<p>XPeng Inc. (XPEV) shares plunged 5.14% in the pre-market trading session on Thursday as the electric vehicle maker faced bearish sentiment from analysts.</p>\n\n<p>Barclays analyst Jiong Shao maintained a Sell rating on XPEV and set a price target of $7, which is significantly below the stock's current trading price. The analyst's bearish view and low price target likely contributed to the pre-market selloff in XPeng's shares.</p>\n\n</article>\n</div>\n</body>\n</html>\n","type":0,"thumbnail":"","relate_stocks":{"XPEV":"小鹏汽车"},"source_url":"","is_english":true,"share_image_url":"https://static.laohu8.com/e9f99090a1c2ed51c021029395664489","article_id":"1158288192","content_text":"XPeng Inc. (XPEV) shares plunged 5.14% in the pre-market trading session on Thursday as the electric vehicle maker faced bearish sentiment from analysts.\nBarclays analyst Jiong Shao maintained a Sell rating on XPEV and set a price target of $7, which is significantly below the stock's current trading price. The analyst's bearish view and low price target likely contributed to the pre-market selloff in XPeng's shares.","news_type":1},"isVote":1,"tweetType":1,"viewCount":421,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"EN","totalScore":0},{"id":369385065906464,"gmtCreate":1731223447516,"gmtModify":1731223451412,"author":{"id":"3584079457608282","authorId":"3584079457608282","name":"FGP","avatar":"https://community-static.tradeup.com/news/4f96275867e9fcc09f90747c0edcd143","crmLevel":9,"crmLevelSwitch":1,"followedFlag":false,"idStr":"3584079457608282","authorIdStr":"3584079457608282"},"themes":[],"htmlText":"Its alright, dont have to buy Tesla but buy more TSLA😬","listText":"Its alright, dont have to buy Tesla but buy more TSLA😬","text":"Its alright, dont have to buy Tesla but buy more TSLA😬","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":0,"commentSize":0,"repostSize":0,"link":"https://ttm.financial/post/369385065906464","repostId":"2482223159","repostType":2,"repost":{"id":"2482223159","kind":"highlight","pubTimestamp":1731218460,"share":"https://ttm.financial/m/news/2482223159?lang=&edition=fundamental","pubTime":"2024-11-10 14:01","market":"us","language":"en","title":"Tesla sales disappoint despite Elon Musk’s carmaker slashing prices","url":"https://stock-news.laohu8.com/highlight/detail?id=2482223159","media":"The Australian Financial Review","summary":"Sales of Tesla vehicles have slid to their lowest level since the start of the year despite the Elon Musk-founded carmaker cutting the price of some models by almost a quarter since last year.The company has cut prices around the world to stimulate flagging sales – which are down by 19.4 per cent this year in Australia – as it faces strong competition from luxury models made by European rivals and cheaper cars like those manufactured by BYD and other Chinese brands.Loading...","content":"<html><body><div><p>Sales of Tesla vehicles have slid to their lowest level since the start of the year despite the Elon Musk-founded carmaker cutting the price of some models by almost a quarter since last year.</p><p>The company has cut prices around the world to stimulate flagging sales – which are down by 19.4 per cent this year in Australia – as it faces strong competition from luxury models made by European rivals and cheaper cars like those manufactured by BYD and other Chinese brands.</p><div>Loading...<figure></figure><figure></figure><figure></figure><figure></figure></div><div></div></div></body></html>","source":"afr_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 sales disappoint despite Elon Musk’s carmaker slashing prices</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 sales disappoint despite Elon Musk’s carmaker slashing prices\n</h2>\n\n<h4 class=\"meta\">\n\n\n2024-11-10 14:01 GMT+8&nbsp;&nbsp;&nbsp;<a href=https://www.afr.com/companies/transport/tesla-sales-disappoint-despite-elon-musk-s-carmaker-slashing-prices-20241028-p5kltu><strong>The Australian Financial Review</strong></a>\n\n\n</h4>\n\n</header>\n<article>\n<div>\n<p>Sales of Tesla vehicles have slid to their lowest level since the start of the year despite the Elon Musk-founded carmaker cutting the price of some models by almost a quarter since last year.The ...</p>\n\n<a href=\"https://www.afr.com/companies/transport/tesla-sales-disappoint-despite-elon-musk-s-carmaker-slashing-prices-20241028-p5kltu\">Web Link</a>\n\n</div>\n\n\n</article>\n</div>\n</body>\n</html>\n","type":0,"thumbnail":"","relate_stocks":{"TSLA":"特斯拉","TSLL":"Direxion Daily TSLA Bull 2X Shares"},"source_url":"https://www.afr.com/companies/transport/tesla-sales-disappoint-despite-elon-musk-s-carmaker-slashing-prices-20241028-p5kltu","is_english":true,"share_image_url":"https://static.laohu8.com/e9f99090a1c2ed51c021029395664489","article_id":"2482223159","content_text":"Sales of Tesla vehicles have slid to their lowest level since the start of the year despite the Elon Musk-founded carmaker cutting the price of some models by almost a quarter since last year.The company has cut prices around the world to stimulate flagging sales – which are down by 19.4 per cent this year in Australia – as it faces strong competition from luxury models made by European rivals and cheaper cars like those manufactured by BYD and other Chinese brands.Loading...","news_type":1},"isVote":1,"tweetType":1,"viewCount":393,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"EN","totalScore":0},{"id":369116427005960,"gmtCreate":1731153897695,"gmtModify":1731153901144,"author":{"id":"3584079457608282","authorId":"3584079457608282","name":"FGP","avatar":"https://community-static.tradeup.com/news/4f96275867e9fcc09f90747c0edcd143","crmLevel":9,"crmLevelSwitch":1,"followedFlag":false,"idStr":"3584079457608282","authorIdStr":"3584079457608282"},"themes":[],"htmlText":"Reaching $400B soon🤩","listText":"Reaching $400B soon🤩","text":"Reaching $400B soon🤩","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":5,"commentSize":0,"repostSize":0,"link":"https://ttm.financial/post/369116427005960","repostId":"1183002419","repostType":4,"repost":{"id":"1183002419","kind":"news","pubTimestamp":1731146632,"share":"https://ttm.financial/m/news/1183002419?lang=&edition=fundamental","pubTime":"2024-11-09 18:03","market":"us","language":"en","title":"Elon Musk's Net Worth Tops $300 Billion in Wake of Trump Victory","url":"https://stock-news.laohu8.com/highlight/detail?id=1183002419","media":"Bloomberg","summary":"Elon Musk’s net worth has surpassed $300 billion for the first time in almost three years, as shares of Tesla Inc. soar on bets that his close ties with President-elect Donald Trump will bolster the c","content":"<html><head></head><body><p>Elon Musk’s net worth has surpassed $300 billion for the first time in almost three years, as shares of Tesla Inc. soar on bets that his close ties with President-elect Donald Trump will bolster the company.</p><p style=\"text-align: start;\">Musk has added more to his personal fortune since Trump’s win than anyone else tracked by the Bloomberg Billionaires Index. Tesla’s stock has jumped 28% since Tuesday’s close, increasing his wealth by $50 billion to $313.7 billion.</p><p class=\"t-img-caption\"><img src=\"https://community-static.tradeup.com/news/60a49c9301cc1e40a5dea08035d7efa7\" tg-width=\"560\" tg-height=\"240\"/></p><p style=\"text-align: start;\">Trump has openly suggested moves that would benefit Musk’s businesses. He said he’d reconsider his plans to slow the move to electric vehicles because of the Tesla co-founder’s backing. Trump also voiced support for SpaceX, which makes up $82 billion of Musk’s net worth, and its push to reach Mars. And the president-elect has floated the idea of Musk serving in a newly created role in his administration as efficiency czar.</p><p>“One of the best strategic bets he ever made was ultimately this bet on Trump,” Wedbush Securities analyst Dan Ives said Thursday on Bloomberg TV. “Musk is the big winner in this Trump sweepstakes.”</p><p>Musk inserted himself late into the presidential race, campaigning alongside Trump in the weeks leading up to the election and bankrolling stunts such as a $1 million daily sweepstakes for voters in battleground states. He became a part of Trump’s inner circle, spending election night at Mar-a-Lago in Palm Beach.</p><p>Musk, 53, is the only person to ever have a fortune in excess of $300 billion, a mark he last reached in January 2022, according to Bloomberg’s wealth index. It’s still short of his all-time high of $340.4 billion in 2021.</p><p>Even before the election, Musk’s net worth had been on the rise, with strong Tesla earnings in mid-October adding $34 billion to his fortune in a day.</p><p>Most of Musk’s fortune is tied up in Tesla, the world’s largest electric-vehicle manufacturer, whose prospects depend heavily on the federal government. Musk said during a Tesla earnings call last month that he’d push for a federal approval process for autonomous vehicles — a centerpiece of the company’s future strategy — if selected for a role in the Trump administration.</p><p>Trump initially said he’d roll back EV initiatives in his acceptance speech at the Republican National Convention in July, but changed his position a month later.</p><p>“I’m for electric cars,” Trump said at a rally in Atlanta. “I have to be, because Elon endorsed me very strongly.”</p></body></html>","source":"lsy1584095487587","collect":0,"html":"<!DOCTYPE html>\n<html>\n<head>\n<meta http-equiv=\"Content-Type\" content=\"text/html; charset=utf-8\" />\n<meta name=\"viewport\" content=\"width=device-width,initial-scale=1.0,minimum-scale=1.0,maximum-scale=1.0,user-scalable=no\"/>\n<meta name=\"format-detection\" content=\"telephone=no,email=no,address=no\" />\n<title>Elon Musk's Net Worth Tops $300 Billion in Wake of Trump Victory</title>\n<style type=\"text/css\">\na,abbr,acronym,address,applet,article,aside,audio,b,big,blockquote,body,canvas,caption,center,cite,code,dd,del,details,dfn,div,dl,dt,\nem,embed,fieldset,figcaption,figure,footer,form,h1,h2,h3,h4,h5,h6,header,hgroup,html,i,iframe,img,ins,kbd,label,legend,li,mark,menu,nav,\nobject,ol,output,p,pre,q,ruby,s,samp,section,small,span,strike,strong,sub,summary,sup,table,tbody,td,tfoot,th,thead,time,tr,tt,u,ul,var,video{ font:inherit;margin:0;padding:0;vertical-align:baseline;border:0 }\nbody{ font-size:16px; line-height:1.5; color:#999; background:transparent; }\n.wrapper{ overflow:hidden;word-break:break-all;padding:10px; }\nh1,h2{ font-weight:normal; line-height:1.35; margin-bottom:.6em; }\nh3,h4,h5,h6{ line-height:1.35; margin-bottom:1em; }\nh1{ font-size:24px; }\nh2{ font-size:20px; }\nh3{ font-size:18px; }\nh4{ font-size:16px; }\nh5{ font-size:14px; }\nh6{ font-size:12px; }\np,ul,ol,blockquote,dl,table{ margin:1.2em 0; }\nul,ol{ margin-left:2em; }\nul{ list-style:disc; }\nol{ list-style:decimal; }\nli,li p{ margin:10px 0;}\nimg{ max-width:100%;display:block;margin:0 auto 1em; }\nblockquote{ color:#B5B2B1; border-left:3px solid #aaa; padding:1em; }\nstrong,b{font-weight:bold;}\nem,i{font-style:italic;}\ntable{ width:100%;border-collapse:collapse;border-spacing:1px;margin:1em 0;font-size:.9em; }\nth,td{ padding:5px;text-align:left;border:1px solid #aaa; }\nth{ font-weight:bold;background:#5d5d5d; }\n.symbol-link{font-weight:bold;}\n/* header{ border-bottom:1px solid #494756; } */\n.title{ margin:0 0 8px;line-height:1.3;color:#ddd; }\n.meta {color:#5e5c6d;font-size:13px;margin:0 0 .5em; }\na{text-decoration:none; color:#2a4b87;}\n.meta .head { display: inline-block; overflow: hidden}\n.head .h-thumb { width: 30px; height: 30px; margin: 0; padding: 0; border-radius: 50%; float: left;}\n.head .h-content { margin: 0; padding: 0 0 0 9px; float: left;}\n.head .h-name {font-size: 13px; color: #eee; margin: 0;}\n.head .h-time {font-size: 11px; color: #7E829C; margin: 0;line-height: 11px;}\n.small {font-size: 12.5px; display: inline-block; transform: scale(0.9); -webkit-transform: scale(0.9); transform-origin: left; -webkit-transform-origin: left;}\n.smaller {font-size: 12.5px; display: inline-block; transform: scale(0.8); -webkit-transform: scale(0.8); transform-origin: left; -webkit-transform-origin: left;}\n.bt-text {font-size: 12px;margin: 1.5em 0 0 0}\n.bt-text p {margin: 0}\n</style>\n</head>\n<body>\n<div class=\"wrapper\">\n<header>\n<h2 class=\"title\">\nElon Musk's Net Worth Tops $300 Billion in Wake of Trump Victory\n</h2>\n\n<h4 class=\"meta\">\n\n\n2024-11-09 18:03 GMT+8&nbsp;&nbsp;&nbsp;<a href=https://www.bloomberg.com/news/articles/2024-11-08/elon-musk-s-net-worth-tops-300-billion-in-wake-of-trump-victory?srnd=homepage-asia><strong>Bloomberg</strong></a>\n\n\n</h4>\n\n</header>\n<article>\n<div>\n<p>Elon Musk’s net worth has surpassed $300 billion for the first time in almost three years, as shares of Tesla Inc. soar on bets that his close ties with President-elect Donald Trump will bolster the ...</p>\n\n<a href=\"https://www.bloomberg.com/news/articles/2024-11-08/elon-musk-s-net-worth-tops-300-billion-in-wake-of-trump-victory?srnd=homepage-asia\">Web Link</a>\n\n</div>\n\n\n</article>\n</div>\n</body>\n</html>\n","type":0,"thumbnail":"","relate_stocks":{},"source_url":"https://www.bloomberg.com/news/articles/2024-11-08/elon-musk-s-net-worth-tops-300-billion-in-wake-of-trump-victory?srnd=homepage-asia","is_english":true,"share_image_url":"https://static.laohu8.com/e9f99090a1c2ed51c021029395664489","article_id":"1183002419","content_text":"Elon Musk’s net worth has surpassed $300 billion for the first time in almost three years, as shares of Tesla Inc. soar on bets that his close ties with President-elect Donald Trump will bolster the company.Musk has added more to his personal fortune since Trump’s win than anyone else tracked by the Bloomberg Billionaires Index. Tesla’s stock has jumped 28% since Tuesday’s close, increasing his wealth by $50 billion to $313.7 billion.Trump has openly suggested moves that would benefit Musk’s businesses. He said he’d reconsider his plans to slow the move to electric vehicles because of the Tesla co-founder’s backing. Trump also voiced support for SpaceX, which makes up $82 billion of Musk’s net worth, and its push to reach Mars. And the president-elect has floated the idea of Musk serving in a newly created role in his administration as efficiency czar.“One of the best strategic bets he ever made was ultimately this bet on Trump,” Wedbush Securities analyst Dan Ives said Thursday on Bloomberg TV. “Musk is the big winner in this Trump sweepstakes.”Musk inserted himself late into the presidential race, campaigning alongside Trump in the weeks leading up to the election and bankrolling stunts such as a $1 million daily sweepstakes for voters in battleground states. He became a part of Trump’s inner circle, spending election night at Mar-a-Lago in Palm Beach.Musk, 53, is the only person to ever have a fortune in excess of $300 billion, a mark he last reached in January 2022, according to Bloomberg’s wealth index. It’s still short of his all-time high of $340.4 billion in 2021.Even before the election, Musk’s net worth had been on the rise, with strong Tesla earnings in mid-October adding $34 billion to his fortune in a day.Most of Musk’s fortune is tied up in Tesla, the world’s largest electric-vehicle manufacturer, whose prospects depend heavily on the federal government. Musk said during a Tesla earnings call last month that he’d push for a federal approval process for autonomous vehicles — a centerpiece of the company’s future strategy — if selected for a role in the Trump administration.Trump initially said he’d roll back EV initiatives in his acceptance speech at the Republican National Convention in July, but changed his position a month later.“I’m for electric cars,” Trump said at a rally in Atlanta. “I have to be, because Elon endorsed me very strongly.”","news_type":1},"isVote":1,"tweetType":1,"viewCount":523,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"EN","totalScore":0},{"id":369006498762920,"gmtCreate":1731127063111,"gmtModify":1731313615624,"author":{"id":"3584079457608282","authorId":"3584079457608282","name":"FGP","avatar":"https://community-static.tradeup.com/news/4f96275867e9fcc09f90747c0edcd143","crmLevel":9,"crmLevelSwitch":1,"followedFlag":false,"idStr":"3584079457608282","authorIdStr":"3584079457608282"},"themes":[],"htmlText":"TSLA 🚀","listText":"TSLA 🚀","text":"TSLA 🚀","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":0,"commentSize":0,"repostSize":0,"link":"https://ttm.financial/post/369006498762920","isVote":1,"tweetType":1,"viewCount":276,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"EN","totalScore":0},{"id":365206115188888,"gmtCreate":1730171889399,"gmtModify":1730171893410,"author":{"id":"3584079457608282","authorId":"3584079457608282","name":"FGP","avatar":"https://community-static.tradeup.com/news/4f96275867e9fcc09f90747c0edcd143","crmLevel":9,"crmLevelSwitch":1,"followedFlag":false,"idStr":"3584079457608282","authorIdStr":"3584079457608282"},"themes":[],"htmlText":"Thank you to all investors🤩","listText":"Thank you to all investors🤩","text":"Thank you to all investors🤩","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":1,"commentSize":0,"repostSize":0,"link":"https://ttm.financial/post/365206115188888","repostId":"2478207438","repostType":4,"repost":{"id":"2478207438","kind":"highlight","weMediaInfo":{"introduction":"Dow Jones publishes the world’s most trusted business news and financial information in a variety of media.","home_visible":0,"media_name":"Dow Jones","id":"106","head_image":"https://static.tigerbbs.com/150f88aa4d182df19190059f4a365e99"},"pubTimestamp":1730169678,"share":"https://ttm.financial/m/news/2478207438?lang=&edition=fundamental","pubTime":"2024-10-29 10:41","market":"us","language":"en","title":"Tesla Insiders Plan to Sell $300 Million of Stock","url":"https://stock-news.laohu8.com/highlight/detail?id=2478207438","media":"Dow Jones","summary":"Three Tesla insiders have adopted trading plans that are set to sell $300 million of stock, based on a recent market price.Tesla Chair Robyn Denholm and directors Kathleen Wilson-Thompson and Kimbal M","content":"<html><head></head><body><p>Three Tesla insiders have adopted trading plans that are set to sell $300 million of stock, based on a recent market price.</p><p>Tesla Chair Robyn Denholm and directors Kathleen Wilson-Thompson and Kimbal Musk, Elon’s brother, adopted so-called Rule 10b5-1 plans to sell a total of 1.13 million shares of the electric-vehicle maker.</p><p>Such plans are used by company insiders to remove the appearance of bias from knowledge of nonpublic information. The plans automatically execute transactions when preset conditions such as price, volume, and timing are met. Tesla disclosed the adoption of the plans in a form it filed with the Securities and Exchange Commission.</p><p>Denholm adopted a plan on July 25 to sell up to 674,345 shares, and it expires June 18, 2025. Wilson-Thompson adopted her plan Aug. 12 to sell up to 300,000 shares, and it expires Feb. 28, 2025. Kimbal Musk adopted a plan July 31 to sell up to 152,088 shares, and it expires May 30, 2025.</p><p>Based on Monday’s close at $262.51, the three insiders could sell up to $296 million of stock.</p><p>Tesla didn’t immediately respond to a request to make the three available for comment.</p><p>None of the plans have executed sales yet.</p><p>Denholm last sold Tesla stock on July 25 when she acquired 136,364 shares through options set to expire August 2024, and sold 66,364 shares for $14.6 million, an average price of $219.96 each. Those sales were executed by a plan, but not her current plan, which will sell shares acquired from options expiring in June 2025. Denholm, an operating partner of venture-capital firm Blackbird Ventures of Surry Hills, NSW, Australia, has been a Tesla director since 2014, and chair since 2018.</p><p>Wilson-Thompson last sold Tesla stock in September 2022 when her plan acquired 26,250 shares from options, and sold an equal number of shares for $7.3 million, an average price of $278.93 each. A Tesla director since 2018, Wilson-Thompson retired in 2021 as executive vice president and global chief human resources officer of Walgreens Boots Alliance.</p><p>Kimbal Musk last sold Tesla stock in April 2023 when his plan acquired 100,000 shares through options, and sold an equal number of shares for $19.6 million, an average price of $278.93 each. A Tesla director since 2004, Kimbal Musk is co-founder and executive chairman of The Kitchen Restaurant Group, a family of restaurant concepts.</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 Insiders Plan to Sell $300 Million of Stock</title>\n<style type=\"text/css\">\na,abbr,acronym,address,applet,article,aside,audio,b,big,blockquote,body,canvas,caption,center,cite,code,dd,del,details,dfn,div,dl,dt,\nem,embed,fieldset,figcaption,figure,footer,form,h1,h2,h3,h4,h5,h6,header,hgroup,html,i,iframe,img,ins,kbd,label,legend,li,mark,menu,nav,\nobject,ol,output,p,pre,q,ruby,s,samp,section,small,span,strike,strong,sub,summary,sup,table,tbody,td,tfoot,th,thead,time,tr,tt,u,ul,var,video{ font:inherit;margin:0;padding:0;vertical-align:baseline;border:0 }\nbody{ font-size:16px; line-height:1.5; color:#999; background:transparent; }\n.wrapper{ overflow:hidden;word-break:break-all;padding:10px; }\nh1,h2{ font-weight:normal; line-height:1.35; margin-bottom:.6em; }\nh3,h4,h5,h6{ line-height:1.35; margin-bottom:1em; }\nh1{ font-size:24px; }\nh2{ font-size:20px; }\nh3{ font-size:18px; }\nh4{ font-size:16px; }\nh5{ font-size:14px; }\nh6{ font-size:12px; }\np,ul,ol,blockquote,dl,table{ margin:1.2em 0; }\nul,ol{ margin-left:2em; }\nul{ list-style:disc; }\nol{ list-style:decimal; }\nli,li p{ margin:10px 0;}\nimg{ max-width:100%;display:block;margin:0 auto 1em; }\nblockquote{ color:#B5B2B1; border-left:3px solid #aaa; padding:1em; }\nstrong,b{font-weight:bold;}\nem,i{font-style:italic;}\ntable{ width:100%;border-collapse:collapse;border-spacing:1px;margin:1em 0;font-size:.9em; }\nth,td{ padding:5px;text-align:left;border:1px solid #aaa; }\nth{ font-weight:bold;background:#5d5d5d; }\n.symbol-link{font-weight:bold;}\n/* header{ border-bottom:1px solid #494756; } */\n.title{ margin:0 0 8px;line-height:1.3;color:#ddd; }\n.meta {color:#5e5c6d;font-size:13px;margin:0 0 .5em; }\na{text-decoration:none; color:#2a4b87;}\n.meta .head { display: inline-block; overflow: hidden}\n.head .h-thumb { width: 30px; height: 30px; margin: 0; padding: 0; border-radius: 50%; float: left;}\n.head .h-content { margin: 0; padding: 0 0 0 9px; float: left;}\n.head .h-name {font-size: 13px; color: #eee; margin: 0;}\n.head .h-time {font-size: 11px; color: #7E829C; margin: 0;line-height: 11px;}\n.small {font-size: 12.5px; display: inline-block; transform: scale(0.9); -webkit-transform: scale(0.9); transform-origin: left; -webkit-transform-origin: left;}\n.smaller {font-size: 12.5px; display: inline-block; transform: scale(0.8); -webkit-transform: scale(0.8); transform-origin: left; -webkit-transform-origin: left;}\n.bt-text {font-size: 12px;margin: 1.5em 0 0 0}\n.bt-text p {margin: 0}\n</style>\n</head>\n<body>\n<div class=\"wrapper\">\n<header>\n<h2 class=\"title\">\nTesla Insiders Plan to Sell $300 Million of Stock\n</h2>\n\n<h4 class=\"meta\">\n\n\n<div class=\"head\" \">\n\n\n<div class=\"h-thumb\" style=\"background-image:url(https://static.tigerbbs.com/150f88aa4d182df19190059f4a365e99);background-size:cover;\"></div>\n\n<div class=\"h-content\">\n<p class=\"h-name\">Dow Jones </p>\n<p class=\"h-time\">2024-10-29 10:41</p>\n</div>\n\n</div>\n\n\n</h4>\n\n</header>\n<article>\n<html><head></head><body><p>Three Tesla insiders have adopted trading plans that are set to sell $300 million of stock, based on a recent market price.</p><p>Tesla Chair Robyn Denholm and directors Kathleen Wilson-Thompson and Kimbal Musk, Elon’s brother, adopted so-called Rule 10b5-1 plans to sell a total of 1.13 million shares of the electric-vehicle maker.</p><p>Such plans are used by company insiders to remove the appearance of bias from knowledge of nonpublic information. The plans automatically execute transactions when preset conditions such as price, volume, and timing are met. Tesla disclosed the adoption of the plans in a form it filed with the Securities and Exchange Commission.</p><p>Denholm adopted a plan on July 25 to sell up to 674,345 shares, and it expires June 18, 2025. Wilson-Thompson adopted her plan Aug. 12 to sell up to 300,000 shares, and it expires Feb. 28, 2025. Kimbal Musk adopted a plan July 31 to sell up to 152,088 shares, and it expires May 30, 2025.</p><p>Based on Monday’s close at $262.51, the three insiders could sell up to $296 million of stock.</p><p>Tesla didn’t immediately respond to a request to make the three available for comment.</p><p>None of the plans have executed sales yet.</p><p>Denholm last sold Tesla stock on July 25 when she acquired 136,364 shares through options set to expire August 2024, and sold 66,364 shares for $14.6 million, an average price of $219.96 each. Those sales were executed by a plan, but not her current plan, which will sell shares acquired from options expiring in June 2025. Denholm, an operating partner of venture-capital firm Blackbird Ventures of Surry Hills, NSW, Australia, has been a Tesla director since 2014, and chair since 2018.</p><p>Wilson-Thompson last sold Tesla stock in September 2022 when her plan acquired 26,250 shares from options, and sold an equal number of shares for $7.3 million, an average price of $278.93 each. A Tesla director since 2018, Wilson-Thompson retired in 2021 as executive vice president and global chief human resources officer of Walgreens Boots Alliance.</p><p>Kimbal Musk last sold Tesla stock in April 2023 when his plan acquired 100,000 shares through options, and sold an equal number of shares for $19.6 million, an average price of $278.93 each. A Tesla director since 2004, Kimbal Musk is co-founder and executive chairman of The Kitchen Restaurant Group, a family of restaurant concepts.</p></body></html>\n\n</article>\n</div>\n</body>\n</html>\n","type":0,"thumbnail":"","relate_stocks":{"LU1839511570.USD":"WELLS FARGO GLOBAL FACTOR ENHANCED EQUITY \"I\" (USD) ACC","TSLL":"Direxion Daily TSLA Bull 2X Shares","BK4581":"高盛持仓","LU0823411888.USD":"法巴消费创新基金 Cap","LU0820562030.AUD":"ALLIANZ INCOME AND GROWTH \"AMH2\" (AUDHDG) H2 INC","LU0097036916.USD":"贝莱德美国增长A2 USD","BK4099":"汽车制造商","IE00B1XK9C88.USD":"PINEBRIDGE US LARGE CAP RESEARCH ENHANCED \"A\" (USD) ACC","LU2249611893.SGD":"BNP PARIBAS ENERGY TRANSITION \"CRH\" (SGD) ACC","LU0719512351.SGD":"JPMorgan Funds - US Technology A (acc) SGD","BK4511":"特斯拉概念","LU1435385759.SGD":"Natixis Loomis Sayles US Growth Equity RA SGD-H","LU2087621335.USD":"ALLSPRING GLOBAL FACTOR ENHANCED EQUITY \"A\" (USD) ACC","LU2602419157.SGD":"HSBC ISLAMIC GLOBAL EQUITY INDEX \"AC\" (SGD) ACC","LU1861215975.USD":"贝莱德新一代科技基金 A2","LU2213496289.HKD":"ALLIANZ INCOME AND GROWTH \"AT\" (HKD) ACC","LU2023250330.USD":"ALLIANZ INCOME AND GROWTH \"AMG\" (USD) INC","LU1629891620.HKD":"ALLIANZ INCOME AND GROWTH \"AMG2\" (H2-HKD) INC","LU2756315664.SGD":"ALLIANZ INCOME AND GROWTH \"AMI\" (SGDHDG) INC","LU0321505868.SGD":"Schroder ISF Global Dividend Maximiser A Dis SGD","LU0820561909.HKD":"ALLIANZ INCOME AND GROWTH \"AM\" (HKD) INC","LU1145028129.USD":"ALLIANZ INCOME AND GROWTH \"AQ\" (USD) INC","LU1548497426.USD":"安联环球人工智能AT Acc","LU1551013342.USD":"Allianz Income and Growth Cl AMg2 DIS USD","LU0689472784.USD":"安联收益及增长基金Cl AM AT Acc","LU1861558580.USD":"日兴方舟颠覆性创新基金B","BK4128":"药品零售","LU0053666078.USD":"摩根大通基金-美国股票A（离岸）美元","SG9999015986.USD":"LIONGLOBAL DISRUPTIVE INNOVATION \"I\" (USD) ACC","BK4555":"新能源车","SG9999015978.USD":"利安颠覆性创新基金A","LU0820561818.USD":"安联收益及增长平衡基金Cl AM DIS","IE00BJLML261.HKD":"HSBC GLOBAL EQUITY INDEX \"HCH\" (HKD) ACC","LU0056508442.USD":"贝莱德世界科技基金A2","BK4527":"明星科技股","IE00BWXC8680.SGD":"PINEBRIDGE US LARGE CAP RESEARCH ENHANCED \"A5\" (SGD) ACC","LU2326559502.SGD":"Natixis Loomis Sayles US Growth Equity P/A SGD-H","BK4588":"碎股","LU0316494557.USD":"FRANKLIN GLOBAL FUNDAMENTAL STRATEGIES \"A\" ACC","LU0823414478.USD":"法巴经典能源转换基金","LU1720051108.HKD":"ALLIANZ GLOBAL ARTIFICIAL INTELLIGENCE \"AT\" (HKD) ACC","IE00BSNM7G36.USD":"NEUBERGER BERMAN SYSTEMATIC GLOBAL SUSTAINABLE VALUE \"A\" (USD) ACC","BK4574":"无人驾驶","LU0943347566.SGD":"安联收益及增长平衡基金AM H2-SGD","LU1861559042.SGD":"日兴方舟颠覆性创新基金B SGD","SG9999015945.SGD":"LionGlobal Disruptive Innovation Fund A SGD","BK4551":"寇图资本持仓","LU0234572021.USD":"高盛美国核心股票组合Acc","TSLA":"特斯拉"},"source_url":"https://dowjonesnews.com/newdjn/logon.aspx?AL=N","is_english":true,"share_image_url":"https://static.laohu8.com/e9f99090a1c2ed51c021029395664489","article_id":"2478207438","content_text":"Three Tesla insiders have adopted trading plans that are set to sell $300 million of stock, based on a recent market price.Tesla Chair Robyn Denholm and directors Kathleen Wilson-Thompson and Kimbal Musk, Elon’s brother, adopted so-called Rule 10b5-1 plans to sell a total of 1.13 million shares of the electric-vehicle maker.Such plans are used by company insiders to remove the appearance of bias from knowledge of nonpublic information. The plans automatically execute transactions when preset conditions such as price, volume, and timing are met. Tesla disclosed the adoption of the plans in a form it filed with the Securities and Exchange Commission.Denholm adopted a plan on July 25 to sell up to 674,345 shares, and it expires June 18, 2025. Wilson-Thompson adopted her plan Aug. 12 to sell up to 300,000 shares, and it expires Feb. 28, 2025. Kimbal Musk adopted a plan July 31 to sell up to 152,088 shares, and it expires May 30, 2025.Based on Monday’s close at $262.51, the three insiders could sell up to $296 million of stock.Tesla didn’t immediately respond to a request to make the three available for comment.None of the plans have executed sales yet.Denholm last sold Tesla stock on July 25 when she acquired 136,364 shares through options set to expire August 2024, and sold 66,364 shares for $14.6 million, an average price of $219.96 each. Those sales were executed by a plan, but not her current plan, which will sell shares acquired from options expiring in June 2025. Denholm, an operating partner of venture-capital firm Blackbird Ventures of Surry Hills, NSW, Australia, has been a Tesla director since 2014, and chair since 2018.Wilson-Thompson last sold Tesla stock in September 2022 when her plan acquired 26,250 shares from options, and sold an equal number of shares for $7.3 million, an average price of $278.93 each. A Tesla director since 2018, Wilson-Thompson retired in 2021 as executive vice president and global chief human resources officer of Walgreens Boots Alliance.Kimbal Musk last sold Tesla stock in April 2023 when his plan acquired 100,000 shares through options, and sold an equal number of shares for $19.6 million, an average price of $278.93 each. A Tesla director since 2004, Kimbal Musk is co-founder and executive chairman of The Kitchen Restaurant Group, a family of restaurant concepts.","news_type":1},"isVote":1,"tweetType":1,"viewCount":337,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"EN","totalScore":0},{"id":362302813216968,"gmtCreate":1729472710211,"gmtModify":1729472714153,"author":{"id":"3584079457608282","authorId":"3584079457608282","name":"FGP","avatar":"https://community-static.tradeup.com/news/4f96275867e9fcc09f90747c0edcd143","crmLevel":9,"crmLevelSwitch":1,"followedFlag":false,"idStr":"3584079457608282","authorIdStr":"3584079457608282"},"themes":[],"htmlText":"Lucid or Rivn a better choice, huh expert???","listText":"Lucid or Rivn a better choice, huh expert???","text":"Lucid or Rivn a better choice, huh expert???","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":0,"commentSize":0,"repostSize":0,"link":"https://ttm.financial/post/362302813216968","repostId":"2476791733","repostType":2,"repost":{"id":"2476791733","kind":"highlight","pubTimestamp":1729353600,"share":"https://ttm.financial/m/news/2476791733?lang=&edition=fundamental","pubTime":"2024-10-20 00:00","market":"sh","language":"en","title":"NIO: Beijing Goes All In","url":"https://stock-news.laohu8.com/highlight/detail?id=2476791733","media":"seekingalpha","summary":"NIO remains unprofitable, burning cash, and facing rising geopolitical risks, making it hard to achieve a turnaround without outside financing.Despite rising revenues and vehicle deliveries, NIO's profitability is unlikely before 2027.Geopolitical issues and industry price wars hinder NIO's expansion in the U.S. and Europe, further complicating its path to profitability.NIO's recent stock rebound is driven by external factors like China's new stimulus package, but long-term prospects remain grim.","content":"<html><body><ul><li>NIO remains unprofitable, burning cash, and facing rising geopolitical risks, making it hard to achieve a turnaround without outside financing.\n        </li><li>Despite rising revenues and vehicle deliveries, NIO's profitability is unlikely before 2027.\n        </li><li>Geopolitical issues and industry price wars hinder NIO's expansion in the U.S. and Europe, further complicating its path to profitability.\n        </li><li>NIO's recent stock rebound is driven by external factors like China's new stimulus package, but long-term prospects remain grim.\n        </li></ul><p><figure><picture> <img fetchpriority=\"high\" height=\"1024px\" sizes=\"(max-width: 768px) calc(100vw - 36px), (max-width: 1024px) calc(100vw - 132px), (max-width: 1200px) calc(66.6vw - 72px), 600px\" src=\"https://static.seekingalpha.com/cdn/s3/uploads/getty_images/1592194143/image_1592194143.jpg?io=getty-c-w750\" srcset=\"https://static.seekingalpha.com/cdn/s3/uploads/getty_images/1592194143/image_1592194143.jpg?io=getty-c-w1536 1536w, https://static.seekingalpha.com/cdn/s3/uploads/getty_images/1592194143/image_1592194143.jpg?io=getty-c-w1280 1280w, https://static.seekingalpha.com/cdn/s3/uploads/getty_images/1592194143/image_1592194143.jpg?io=getty-c-w1080 1080w, https://static.seekingalpha.com/cdn/s3/uploads/getty_images/1592194143/image_1592194143.jpg?io=getty-c-w750 750w, https://static.seekingalpha.com/cdn/s3/uploads/getty_images/1592194143/image_1592194143.jpg?io=getty-c-w640 640w, https://static.seekingalpha.com/cdn/s3/uploads/getty_images/1592194143/image_1592194143.jpg?io=getty-c-w480 480w, https://static.seekingalpha.com/cdn/s3/uploads/getty_images/1592194143/image_1592194143.jpg?io=getty-c-w320 320w, https://static.seekingalpha.com/cdn/s3/uploads/getty_images/1592194143/image_1592194143.jpg?io=getty-c-w240 240w\" width=\"1536px\"/> </picture><figcaption> <p>Victor Golmer</p></figcaption></figure></p> <p><span>NIO (<span>NYSE:NIO</span>) continues to drain liquidity and dilute its shareholders as its business remains unprofitable and is unlikely to break even anytime soon. Despite growing its sales, the continuous burning of cash resources coupled with the rising geopolitical<span> risks will likely make it hard for NIO to execute a proper turnaround and no longer rely on outside financing to run its operations.</span></span></p> <p><span>The only major thing that NIO has going for it is the fact that its revenues are rising, the vehicle deliveries are going up, and Beijing looks committed to reviving its economic growth, which is why the stock was able to find a technical support level and rebounded in recent months.</span></p> <p><span>That’s why NIO is a HOLD for me for now since its shares currently trade at historically low levels, which means that the downside is limited, and any positive announcement or development from China can revive momentum and result in the further appreciation of shares. As for the long-term prospects, the picture looks grim.</span></p> <h2><strong>Disaster In The Making</strong></h2> <p><span>My latest</span> <span>article</span><span> on NIO was published back in March, where I noted that I’m upgrading my rating for NIO from SELL to HOLD. Back then, the previous SELL recommendation played out well, as NIO’s shares depreciated by a double-digit rate by that time, but there was also an indication that they were about to find a technical support level and rebound in part due to the developments that were happening in China. That’s why the rating was changed.</span></p> <p><span>This is also exactly what has happened as NIO’s stock is now up since the latest article with a HOLD rating was published and it has also outperformed the broader market primarily thanks to the macro developments that will be discussed shortly. However, NIO currently faces major challenges that could undermine the stock’s momentum and prevent me from upgrading my rating to BUY.</span></p> <p><span>If we go through NIO’s recent</span> <span>earnings report</span><span> for Q2, which was published last month, we’ll see that while the company’s revenues increased by 98.9% Y/Y to $2.4 billion, it was below the estimates by $40 million. At the same time, the company continues to be unprofitable, its cash burn rate remains meaningful, and the rising geopolitical challenges are likely to prevent NIO from becoming an attractive long-term investment anytime soon.</span></p> <p>Even though NIO’s revenues were up, its bottom-line performance barely improved. This is because the cost of revenues was up Y/Y and the overall net loss in Q2 was $705.4 million. If we look at the company’s balance sheet, we’ll see that during the recent quarter, the cash reserves have also decreased from $5.32 billion in Q1 to $4.99 billion in Q2.</p> <p>Considering that profitability is expected only in 2027, the company will continue to lose money. However, given the weak margins and constant downward revisions, there’s a possibility that NIO will not even break even in 2027.</p> <p>The only reason why NIO hasn’t gone under yet is due to the constant liquidity injections by outside investors, which results in dilution and makes the company’s stock less attractive to own for the common investors. In Q2’24, NIO had 2.05 billion shares outstanding, an increase from 1.6 billion in Q2’23.</p> <p>At the same time, it’s unlikely that those investments by outsiders, which improve NIO’s liquidity, will help the company quickly scale the business and reach profitability. We should not forget that the EV industry is currently in the middle of a price war, which has already negatively affected the bottom-line performance of major EV companies even though they are experiencing a rise in overall sales and deliveries. Just recently, there was another round of price cuts for electric vehicles in China to new historical lows. This will likely lead to margin contraction for NIO and its peers and prevent the company from reaching profitability anytime soon.</p> <p>On top of that, the worsening geopolitical environment also makes it harder for NIO to expand its business and diversify its markets. Earlier this year the United States implemented a 100% tariff on EV imports from China, while the Commerce Department has recently proposed to ban the use of Chinese software and hardware in cars on American roads. Considering this, it’s unlikely that NIO will be able to enter the US market and diversify its income streams in the foreseeable future.</p> <p>NIO is also unlikely to increase its sales in Europe anytime soon. In Q2 and Q3, the company sold only 423 EVs and 406 EVs, respectively, in the European Union. After the European Council voted to approve the implementation of higher import tariffs on Chinese EVs, which were proposed by the European Commission earlier this year, it’s hard to see how NIO will be able to expand its presence on the old continent.</p> <p>At the same time, higher tariffs are not the only issue that NIO faces in the European Union. While the company has been working on expanding its operations in Europe and even built a plant in Hungary, the decision by Beijing to stop its carmakers from exporting advanced EV technology overseas has created another major headwind for NIO. Not only will it make it much harder for NIO to expand elsewhere, but it will also make the company extremely exposed to the Chinese EV market and prevent it from reaching profitability anytime soon due to the ongoing price war within the country.</p> <p><span>Another issue that undermines the idea of investing in NIO is its bloated valuation. The company</span> <span>makes</span><span> less than $10 billion in annual revenues, its net loss in the trailing twelve months was nearly $3 billion, its business is not expected to become profitable in the following years, and yet its stock trades at a market cap of ~$13 billion. At this stage, it’s nearly impossible to create a traditional valuation model such as the DCF model to figure out NIO’s fair value since the business itself is on life support as it continues to burn cash each quarter and needs additional liquidity injections to keep operating. In the trailing twelve months, NIO’s unlevered FCF was -$2.14 billion, and the situation is not expected to change significantly.</span></p> <p><span>What’s worse is that when compared to its peers, NIO could also be considered one of the worst investments within the EV space. The company’s gross margin is below the industry’s median, while its net income margin and return on assets are some of the worst when compared to others. As such, NIO is an unattractive investment based on the fundamental analysis.</span></p> <figure contenteditable=\"false\"><picture> <span><img contenteditable=\"false\" loading=\"lazy\" src=\"https://static.seekingalpha.com/uploads/2024/10/17/40909655-17292008268266964.png\"/></span> </picture><figcaption><p>NIO Comparable Table <span>(Author)</span></p></figcaption></figure><h2><strong>Some Upside Is Still There</strong></h2> <p><span>Despite all the challenges that NIO currently faces, there’s still some upside left for the company and its stock. As I’ve stated earlier, NIO was trading close to the historically low levels for a while. This has created an opportunity for its shares to rebound on any positive development. That’s exactly what has happened as NIO’s shares quickly appreciated on record volume in the last month.</span></p> <figure contenteditable=\"false\"><picture> <span><img contenteditable=\"false\" loading=\"lazy\" src=\"https://static.seekingalpha.com/uploads/2024/10/17/40909655-17292008274793186.png\"/></span> </picture><figcaption><p>NIO's Stock Performance <span>(Seeking Alpha)</span></p></figcaption></figure><p><span>The appreciation happened primarily after Beijing</span> <span>announced</span><span> that it’s committed to launching a new stimulus program to revive economic activity in China. This has sparked a rally for most China-related stocks.</span></p> <p><span>Last week, the details of the plan have emerged. The new stimulus package will be</span> <span>worth</span><span> $325 billion and include the issuance of special government bonds coupled with the reduction of mortgage rates for already built homes.</span></p> <p><span>The potential improvement of the Chinese economy thanks to the new stimulus package along with the</span> <span>expected</span><span> growth of the global economy should help the EV sector to thrive as well. The latest</span> <span>forecasts</span><span> indicate that the Chinese EV sales this year will reach 12 million vehicles, above the previous estimates of 11.5 million vehicles. NIO has already</span> <span>achieved</span><span> a new record after delivering 61,855 vehicles in Q3 after a strong performance in September. Thanks to this, the company is</span> <span>expected</span><span> to increase its overall revenues this year, which might help the shares appreciate in the short term.</span></p> <h2><strong>The Bottom Line</strong></h2> <p><span>At this point, NIO is a momentum trade at best. The latest rebound of shares was caused primarily by developments that are outside of the company’s control. While the shares could retain their momentum for a while, it makes no sense to invest in NIO for the long term at this stage as the prospects look grim. The company continues to burn significant amounts of cash reserves and constantly needs additional liquidity injections, which dilutes shareholders, to stay afloat.</span></p> <div></div> <p>Editor's Note: This article discusses one or more securities that do not trade on a major U.S. exchange. Please be aware of the risks associated with these stocks.</p></body></html>","source":"seekingalpha","collect":0,"html":"<!DOCTYPE html>\n<html>\n<head>\n<meta http-equiv=\"Content-Type\" content=\"text/html; charset=utf-8\" />\n<meta name=\"viewport\" content=\"width=device-width,initial-scale=1.0,minimum-scale=1.0,maximum-scale=1.0,user-scalable=no\"/>\n<meta name=\"format-detection\" content=\"telephone=no,email=no,address=no\" />\n<title>NIO: Beijing Goes All In</title>\n<style type=\"text/css\">\na,abbr,acronym,address,applet,article,aside,audio,b,big,blockquote,body,canvas,caption,center,cite,code,dd,del,details,dfn,div,dl,dt,\nem,embed,fieldset,figcaption,figure,footer,form,h1,h2,h3,h4,h5,h6,header,hgroup,html,i,iframe,img,ins,kbd,label,legend,li,mark,menu,nav,\nobject,ol,output,p,pre,q,ruby,s,samp,section,small,span,strike,strong,sub,summary,sup,table,tbody,td,tfoot,th,thead,time,tr,tt,u,ul,var,video{ font:inherit;margin:0;padding:0;vertical-align:baseline;border:0 }\nbody{ font-size:16px; line-height:1.5; color:#999; background:transparent; }\n.wrapper{ overflow:hidden;word-break:break-all;padding:10px; }\nh1,h2{ font-weight:normal; line-height:1.35; margin-bottom:.6em; }\nh3,h4,h5,h6{ line-height:1.35; margin-bottom:1em; }\nh1{ font-size:24px; }\nh2{ font-size:20px; }\nh3{ font-size:18px; }\nh4{ font-size:16px; }\nh5{ font-size:14px; }\nh6{ font-size:12px; }\np,ul,ol,blockquote,dl,table{ margin:1.2em 0; }\nul,ol{ margin-left:2em; }\nul{ list-style:disc; }\nol{ list-style:decimal; }\nli,li p{ margin:10px 0;}\nimg{ max-width:100%;display:block;margin:0 auto 1em; }\nblockquote{ color:#B5B2B1; border-left:3px solid #aaa; padding:1em; }\nstrong,b{font-weight:bold;}\nem,i{font-style:italic;}\ntable{ width:100%;border-collapse:collapse;border-spacing:1px;margin:1em 0;font-size:.9em; }\nth,td{ padding:5px;text-align:left;border:1px solid #aaa; }\nth{ font-weight:bold;background:#5d5d5d; }\n.symbol-link{font-weight:bold;}\n/* header{ border-bottom:1px solid #494756; } */\n.title{ margin:0 0 8px;line-height:1.3;color:#ddd; }\n.meta {color:#5e5c6d;font-size:13px;margin:0 0 .5em; }\na{text-decoration:none; color:#2a4b87;}\n.meta .head { display: inline-block; overflow: hidden}\n.head .h-thumb { width: 30px; height: 30px; margin: 0; padding: 0; border-radius: 50%; float: left;}\n.head .h-content { margin: 0; padding: 0 0 0 9px; float: left;}\n.head .h-name {font-size: 13px; color: #eee; margin: 0;}\n.head .h-time {font-size: 11px; color: #7E829C; margin: 0;line-height: 11px;}\n.small {font-size: 12.5px; display: inline-block; transform: scale(0.9); -webkit-transform: scale(0.9); transform-origin: left; -webkit-transform-origin: left;}\n.smaller {font-size: 12.5px; display: inline-block; transform: scale(0.8); -webkit-transform: scale(0.8); transform-origin: left; -webkit-transform-origin: left;}\n.bt-text {font-size: 12px;margin: 1.5em 0 0 0}\n.bt-text p {margin: 0}\n</style>\n</head>\n<body>\n<div class=\"wrapper\">\n<header>\n<h2 class=\"title\">\nNIO: Beijing Goes All In\n</h2>\n\n<h4 class=\"meta\">\n\n\n2024-10-20 00:00 GMT+8&nbsp;&nbsp;&nbsp;<a href=https://seekingalpha.com/article/4727579-nio-beijing-goes-all-in><strong>seekingalpha</strong></a>\n\n\n</h4>\n\n</header>\n<article>\n<div>\n<p>NIO remains unprofitable, burning cash, and facing rising geopolitical risks, making it hard to achieve a turnaround without outside financing.\n        Despite rising revenues and vehicle deliveries, ...</p>\n\n<a href=\"https://seekingalpha.com/article/4727579-nio-beijing-goes-all-in\">Web Link</a>\n\n</div>\n\n\n</article>\n</div>\n</body>\n</html>\n","type":0,"thumbnail":"https://static.seekingalpha.com/cdn/s3/uploads/getty_images/1592194143/image_1592194143.jpg","relate_stocks":{"09866":"蔚来-SW","LU0708995583.HKD":"TEMPLETON CHINA \"A\" (HKD) ACC","BK4574":"无人驾驶","EVS.SI":"MSCI China Electric Vehicles and Future Mobility ETF-NikkoAM","BK4505":"高瓴资本持仓","BK4504":"桥水持仓","BK4581":"高盛持仓","BK4099":"汽车制造商","BK4548":"巴美列捷福持仓","NIO":"蔚来","NIO.SI":"蔚来","NIOIF":"NIO Inc.","BK4532":"文艺复兴科技持仓","BK4531":"中概回港概念","BK4534":"瑞士信贷持仓","BK4585":"ETF&股票定投概念","LU0052750758.USD":"富兰克林中国基金A Acc","LU0320764599.SGD":"FTIF - Templeton China A Acc SGD","BK4555":"新能源车","BK4526":"热门中概股","BK4509":"腾讯概念","BK4588":"碎股"},"source_url":"https://seekingalpha.com/article/4727579-nio-beijing-goes-all-in","is_english":true,"share_image_url":"https://static.laohu8.com/5a36db9d73b4222bc376d24ccc48c8a4","article_id":"2476791733","content_text":"NIO remains unprofitable, burning cash, and facing rising geopolitical risks, making it hard to achieve a turnaround without outside financing.\n        Despite rising revenues and vehicle deliveries, NIO's profitability is unlikely before 2027.\n        Geopolitical issues and industry price wars hinder NIO's expansion in the U.S. and Europe, further complicating its path to profitability.\n        NIO's recent stock rebound is driven by external factors like China's new stimulus package, but long-term prospects remain grim.\n           Victor Golmer NIO (NYSE:NIO) continues to drain liquidity and dilute its shareholders as its business remains unprofitable and is unlikely to break even anytime soon. Despite growing its sales, the continuous burning of cash resources coupled with the rising geopolitical risks will likely make it hard for NIO to execute a proper turnaround and no longer rely on outside financing to run its operations. The only major thing that NIO has going for it is the fact that its revenues are rising, the vehicle deliveries are going up, and Beijing looks committed to reviving its economic growth, which is why the stock was able to find a technical support level and rebounded in recent months. That’s why NIO is a HOLD for me for now since its shares currently trade at historically low levels, which means that the downside is limited, and any positive announcement or development from China can revive momentum and result in the further appreciation of shares. As for the long-term prospects, the picture looks grim. Disaster In The Making My latest article on NIO was published back in March, where I noted that I’m upgrading my rating for NIO from SELL to HOLD. Back then, the previous SELL recommendation played out well, as NIO’s shares depreciated by a double-digit rate by that time, but there was also an indication that they were about to find a technical support level and rebound in part due to the developments that were happening in China. That’s why the rating was changed. This is also exactly what has happened as NIO’s stock is now up since the latest article with a HOLD rating was published and it has also outperformed the broader market primarily thanks to the macro developments that will be discussed shortly. However, NIO currently faces major challenges that could undermine the stock’s momentum and prevent me from upgrading my rating to BUY. If we go through NIO’s recent earnings report for Q2, which was published last month, we’ll see that while the company’s revenues increased by 98.9% Y/Y to $2.4 billion, it was below the estimates by $40 million. At the same time, the company continues to be unprofitable, its cash burn rate remains meaningful, and the rising geopolitical challenges are likely to prevent NIO from becoming an attractive long-term investment anytime soon. Even though NIO’s revenues were up, its bottom-line performance barely improved. This is because the cost of revenues was up Y/Y and the overall net loss in Q2 was $705.4 million. If we look at the company’s balance sheet, we’ll see that during the recent quarter, the cash reserves have also decreased from $5.32 billion in Q1 to $4.99 billion in Q2. Considering that profitability is expected only in 2027, the company will continue to lose money. However, given the weak margins and constant downward revisions, there’s a possibility that NIO will not even break even in 2027. The only reason why NIO hasn’t gone under yet is due to the constant liquidity injections by outside investors, which results in dilution and makes the company’s stock less attractive to own for the common investors. In Q2’24, NIO had 2.05 billion shares outstanding, an increase from 1.6 billion in Q2’23. At the same time, it’s unlikely that those investments by outsiders, which improve NIO’s liquidity, will help the company quickly scale the business and reach profitability. We should not forget that the EV industry is currently in the middle of a price war, which has already negatively affected the bottom-line performance of major EV companies even though they are experiencing a rise in overall sales and deliveries. Just recently, there was another round of price cuts for electric vehicles in China to new historical lows. This will likely lead to margin contraction for NIO and its peers and prevent the company from reaching profitability anytime soon. On top of that, the worsening geopolitical environment also makes it harder for NIO to expand its business and diversify its markets. Earlier this year the United States implemented a 100% tariff on EV imports from China, while the Commerce Department has recently proposed to ban the use of Chinese software and hardware in cars on American roads. Considering this, it’s unlikely that NIO will be able to enter the US market and diversify its income streams in the foreseeable future. NIO is also unlikely to increase its sales in Europe anytime soon. In Q2 and Q3, the company sold only 423 EVs and 406 EVs, respectively, in the European Union. After the European Council voted to approve the implementation of higher import tariffs on Chinese EVs, which were proposed by the European Commission earlier this year, it’s hard to see how NIO will be able to expand its presence on the old continent. At the same time, higher tariffs are not the only issue that NIO faces in the European Union. While the company has been working on expanding its operations in Europe and even built a plant in Hungary, the decision by Beijing to stop its carmakers from exporting advanced EV technology overseas has created another major headwind for NIO. Not only will it make it much harder for NIO to expand elsewhere, but it will also make the company extremely exposed to the Chinese EV market and prevent it from reaching profitability anytime soon due to the ongoing price war within the country. Another issue that undermines the idea of investing in NIO is its bloated valuation. The company makes less than $10 billion in annual revenues, its net loss in the trailing twelve months was nearly $3 billion, its business is not expected to become profitable in the following years, and yet its stock trades at a market cap of ~$13 billion. At this stage, it’s nearly impossible to create a traditional valuation model such as the DCF model to figure out NIO’s fair value since the business itself is on life support as it continues to burn cash each quarter and needs additional liquidity injections to keep operating. In the trailing twelve months, NIO’s unlevered FCF was -$2.14 billion, and the situation is not expected to change significantly. What’s worse is that when compared to its peers, NIO could also be considered one of the worst investments within the EV space. The company’s gross margin is below the industry’s median, while its net income margin and return on assets are some of the worst when compared to others. As such, NIO is an unattractive investment based on the fundamental analysis.   NIO Comparable Table (Author)Some Upside Is Still There Despite all the challenges that NIO currently faces, there’s still some upside left for the company and its stock. As I’ve stated earlier, NIO was trading close to the historically low levels for a while. This has created an opportunity for its shares to rebound on any positive development. That’s exactly what has happened as NIO’s shares quickly appreciated on record volume in the last month.   NIO's Stock Performance (Seeking Alpha)The appreciation happened primarily after Beijing announced that it’s committed to launching a new stimulus program to revive economic activity in China. This has sparked a rally for most China-related stocks. Last week, the details of the plan have emerged. The new stimulus package will be worth $325 billion and include the issuance of special government bonds coupled with the reduction of mortgage rates for already built homes. The potential improvement of the Chinese economy thanks to the new stimulus package along with the expected growth of the global economy should help the EV sector to thrive as well. The latest forecasts indicate that the Chinese EV sales this year will reach 12 million vehicles, above the previous estimates of 11.5 million vehicles. NIO has already achieved a new record after delivering 61,855 vehicles in Q3 after a strong performance in September. Thanks to this, the company is expected to increase its overall revenues this year, which might help the shares appreciate in the short term. The Bottom Line At this point, NIO is a momentum trade at best. The latest rebound of shares was caused primarily by developments that are outside of the company’s control. While the shares could retain their momentum for a while, it makes no sense to invest in NIO for the long term at this stage as the prospects look grim. The company continues to burn significant amounts of cash reserves and constantly needs additional liquidity injections, which dilutes shareholders, to stay afloat.  Editor's Note: This article discusses one or more securities that do not trade on a major U.S. exchange. Please be aware of the risks associated with these stocks.","news_type":1},"isVote":1,"tweetType":1,"viewCount":597,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"EN","totalScore":0},{"id":358323371741544,"gmtCreate":1728518076344,"gmtModify":1728518080526,"author":{"id":"3584079457608282","authorId":"3584079457608282","name":"FGP","avatar":"https://community-static.tradeup.com/news/4f96275867e9fcc09f90747c0edcd143","crmLevel":9,"crmLevelSwitch":1,"followedFlag":false,"idStr":"3584079457608282","authorIdStr":"3584079457608282"},"themes":[],"htmlText":"More interested Which agent gets the big fat comm? $2-3million&nbsp;","listText":"More interested Which agent gets the big fat comm? $2-3million&nbsp;","text":"More interested Which agent gets the big fat comm? $2-3million","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":1,"commentSize":0,"repostSize":0,"link":"https://ttm.financial/post/358323371741544","repostId":"1109683617","repostType":4,"repost":{"id":"1109683617","kind":"news","pubTimestamp":1728517200,"share":"https://ttm.financial/m/news/1109683617?lang=&edition=fundamental","pubTime":"2024-10-10 07:40","market":"sg","language":"en","title":"Singapore Mansion on Sale for Record $236 Million, BT Reports","url":"https://stock-news.laohu8.com/highlight/detail?id=1109683617","media":"Bloomberg","summary":"A luxury mansion in Singapore’s most exclusive neighborhood is being put on the market for S$308 million , according to the Business Times.If met, the asking price for the so-called “good class bungalow” at Nassim Road would make it the biggest transaction in absolute price for such assets, the report said.The property, with a total land area of more than 58,000 square feet, is owned by Hong Fok Corp. Ltd. joint chief executive Cheong Pin Chuan and his wife. It was previously up for sale at a pr","content":"<html><head></head><body><p>A luxury mansion in Singapore’s most exclusive neighborhood is being put on the market for S$308 million ($236 million), according to the Business Times.</p><p style=\"text-align: start;\">If met, the asking price for the so-called “good class bungalow” at Nassim Road would make it the biggest transaction in absolute price for such assets, the report said.</p><p style=\"text-align: start;\">The property, with a total land area of more than 58,000 square feet, is owned by Hong Fok Corp. Ltd. joint chief executive Cheong Pin Chuan and his wife. It was previously up for sale at a price tag of S$175 million in 2019.</p></body></html>","source":"lsy1584095487587","collect":0,"html":"<!DOCTYPE html>\n<html>\n<head>\n<meta http-equiv=\"Content-Type\" content=\"text/html; charset=utf-8\" />\n<meta name=\"viewport\" content=\"width=device-width,initial-scale=1.0,minimum-scale=1.0,maximum-scale=1.0,user-scalable=no\"/>\n<meta name=\"format-detection\" content=\"telephone=no,email=no,address=no\" />\n<title>Singapore Mansion on Sale for Record $236 Million, BT Reports</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\">\nSingapore Mansion on Sale for Record $236 Million, BT Reports\n</h2>\n\n<h4 class=\"meta\">\n\n\n2024-10-10 07:40 GMT+8&nbsp;&nbsp;&nbsp;<a href=https://www.bloomberg.com/news/articles/2024-10-09/singapore-mansion-on-sale-for-record-236-million-bt-reports?srnd=homepage-americas><strong>Bloomberg</strong></a>\n\n\n</h4>\n\n</header>\n<article>\n<div>\n<p>A luxury mansion in Singapore’s most exclusive neighborhood is being put on the market for S$308 million ($236 million), according to the Business Times.If met, the asking price for the so-called “...</p>\n\n<a href=\"https://www.bloomberg.com/news/articles/2024-10-09/singapore-mansion-on-sale-for-record-236-million-bt-reports?srnd=homepage-americas\">Web Link</a>\n\n</div>\n\n\n</article>\n</div>\n</body>\n</html>\n","type":0,"thumbnail":"","relate_stocks":{"H30.SI":"鸿福实业"},"source_url":"https://www.bloomberg.com/news/articles/2024-10-09/singapore-mansion-on-sale-for-record-236-million-bt-reports?srnd=homepage-americas","is_english":true,"share_image_url":"https://static.laohu8.com/e9f99090a1c2ed51c021029395664489","article_id":"1109683617","content_text":"A luxury mansion in Singapore’s most exclusive neighborhood is being put on the market for S$308 million ($236 million), according to the Business Times.If met, the asking price for the so-called “good class bungalow” at Nassim Road would make it the biggest transaction in absolute price for such assets, the report said.The property, with a total land area of more than 58,000 square feet, is owned by Hong Fok Corp. Ltd. joint chief executive Cheong Pin Chuan and his wife. It was previously up for sale at a price tag of S$175 million in 2019.","news_type":1},"isVote":1,"tweetType":1,"viewCount":247,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"EN","totalScore":0},{"id":355839951466576,"gmtCreate":1727884563854,"gmtModify":1727884567773,"author":{"id":"3584079457608282","authorId":"3584079457608282","name":"FGP","avatar":"https://community-static.tradeup.com/news/4f96275867e9fcc09f90747c0edcd143","crmLevel":9,"crmLevelSwitch":1,"followedFlag":false,"idStr":"3584079457608282","authorIdStr":"3584079457608282"},"themes":[],"htmlText":"Continue your shorts to $NIO..... good luck","listText":"Continue your shorts to $NIO..... good luck","text":"Continue your shorts to $NIO..... good luck","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":0,"commentSize":0,"repostSize":0,"link":"https://ttm.financial/post/355839951466576","repostId":"2472221165","repostType":2,"repost":{"id":"2472221165","kind":"highlight","pubTimestamp":1727874025,"share":"https://ttm.financial/m/news/2472221165?lang=&edition=fundamental","pubTime":"2024-10-02 21:00","market":"fut","language":"en","title":"NIO: Overbought And Overvalued","url":"https://stock-news.laohu8.com/highlight/detail?id=2472221165","media":"seekingalpha","summary":"NIO's September rally appears speculative and driven by FOMO, with the stock now overbought and overvalued, prompting a 'Strong Sell' recommendation.Despite a 58% surge since July, NIO remains deeply ","content":"<html><body><ul><li>NIO's September rally appears speculative and driven by FOMO, with the stock now overbought and overvalued, prompting a 'Strong Sell' recommendation.</li><li>Despite a 58% surge since July, NIO remains deeply unprofitable with a deteriorating balance sheet and unimpressive Q3 deliveries compared to rivals.</li><li>NIO's operating margin improved YoY, but is still weaker than 2021-2022 levels; the net cash position sheet shrank by $1.7 billion YTD.</li><li>My DCF model indicates NIO stock is 37% overvalued, with a fair share price of $4.42, and 86% of its value tied to post-2028 cash flows.</li></ul><p><figure><picture> <img fetchpriority=\"high\" height=\"3024px\" sizes=\"(max-width: 768px) calc(100vw - 36px), (max-width: 1024px) calc(100vw - 132px), (max-width: 1200px) calc(66.6vw - 72px), 600px\" src=\"https://static.seekingalpha.com/cdn/s3/uploads/getty_images/1271270928/image_1271270928.jpg?io=getty-c-w750\" srcset=\"https://static.seekingalpha.com/cdn/s3/uploads/getty_images/1271270928/image_1271270928.jpg?io=getty-c-w1536 1536w, https://static.seekingalpha.com/cdn/s3/uploads/getty_images/1271270928/image_1271270928.jpg?io=getty-c-w1280 1280w, https://static.seekingalpha.com/cdn/s3/uploads/getty_images/1271270928/image_1271270928.jpg?io=getty-c-w1080 1080w, https://static.seekingalpha.com/cdn/s3/uploads/getty_images/1271270928/image_1271270928.jpg?io=getty-c-w750 750w, https://static.seekingalpha.com/cdn/s3/uploads/getty_images/1271270928/image_1271270928.jpg?io=getty-c-w640 640w, https://static.seekingalpha.com/cdn/s3/uploads/getty_images/1271270928/image_1271270928.jpg?io=getty-c-w480 480w, https://static.seekingalpha.com/cdn/s3/uploads/getty_images/1271270928/image_1271270928.jpg?io=getty-c-w320 320w, https://static.seekingalpha.com/cdn/s3/uploads/getty_images/1271270928/image_1271270928.jpg?io=getty-c-w240 240w\" width=\"4032px\"/> </picture><figcaption> <p>Andy Feng</p></figcaption></figure></p> <h2>Introduction</h2> <p>It might seem that I was wrong with my pessimistic opinion about NIO (<span>NYSE:NIO</span>). The stock surged by 58% since July 2 when my previous article was published.</p> <p>This does not look well, but my analysis suggests<span> that NIO's September bull run was more likely speculative and fundamental. Speculative and FOMO-driven rallies are rarely sustainable. I prefer to focus on fundamentals, and I see that NIO is still deeply unprofitable, its balance sheet is deteriorating rapidly, and fresh Q3 deliveries numbers are not impressive compared to rivals. Moreover, the stock is now overbought and overvalued. Therefore, I reiterate a 'Strong Sell' recommendation for NIO.</span></p> <h2>Fundamental analysis</h2> <p>Despite the recent share price spike, we see below that NIO is still 22.5% down YTD. The stock started surging in late August when the stock traded below $4. NIO's last close was at $7, meaning that there was a massive rally during September 2024.</p> <p><figure contenteditable=\"false\"><span><img contenteditable=\"false\" loading=\"lazy\" src=\"https://static.seekingalpha.com/uploads/2024/10/2/59768804-17278580152468133.png\"/></span><figcaption><p><span>SA</span></p></figcaption></figure></p> <p>There were several positive catalysts for the stock price, but I want to emphasize the one that was not specific catalyst related to NIO. September was quite bullish overall for all Chinese stocks, which we can see from the below performance demonstrated by the <a href=\"https://laohu8.com/S/EEMA\">iShares</a> MSCI China ETF (MCHI). As we see, the ETF gained 28% during September, which is explained by tailwinds related to governmental stimulus for the economy. Major Chinese stocks like Alibaba (BABA) and PDD Holdings (PDD) also rallied massively over the last month.</p> <p><figure contenteditable=\"false\"><span><img contenteditable=\"false\" loading=\"lazy\" src=\"https://static.seekingalpha.com/uploads/2024/10/2/59768804-17278585180684931.png\"/></span><figcaption><p><span>SA</span></p></figcaption></figure></p> <p>After I have emphasized that the significant part of NIO's share price spike is explained by the overall improved sentiment around Chinese stocks, I can delve into recent developments which will be specific to NIO.</p> <p>The most fresh information about NIO is its Q3 2024 deliveries. According to the release, NIO delivered 61,855 vehicles in Q3, increasing by 11.6% YoY. To add context, I am also sharing the information about Q3 2024 deliveries of Li Auto (LI) and XPeng (XPEV). LI's Q3 deliveries were at 152,831 units, increasing by 45.4% YoY. XPEV delivered 46,533 units in Q3, which was up 16% on a YoY basis. As we see, NIO is once again significantly behind its closest Chinese EV rivals. This is a red flag suggesting that NIO's offerings are less compelling compared to peers.</p> <p><figure contenteditable=\"false\"><span><img contenteditable=\"false\" loading=\"lazy\" src=\"https://static.seekingalpha.com/uploads/2024/10/2/59768804-1727859326215744.png\"/></span><figcaption><p><span>SA</span></p></figcaption></figure></p> <p>The picture also does not look good for NIO compared to rivals if we look at September sales only. NIO's both MoM and YoY growth in September 2024 was behind not only LI and XPEV, but also trailed BYD (OTCPK:BYDDF). I would also like to emphasize that NIO has the smallest scale among four players, and lagging in terms of growth means that the gap in absolute terms will continue to widen as well.</p> <p>Another portion of investors' optimism around NIO in September was the company's Q2 earnings release. The company missed revenue consensus estimates and its bottom line is still deeply negative, but the stock spiked by around 30% the week after the earnings release. Such an optimism was likely explained by the significant YoY improvement of the operating margin, from -69% to -30%. Such an improvement might indeed be impressive, but the below screenshot suggests that it is not the best operating margin delivered in the company's history. Therefore, I do not share such an optimism in respect of the operating margin.</p> <p><figure contenteditable=\"false\"><span><img contenteditable=\"false\" loading=\"lazy\" src=\"https://static.seekingalpha.com/uploads/2024/10/2/59768804-17278597111621726.png\"/></span><figcaption><p><span>SA</span></p></figcaption></figure></p> <p>Moreover, NIO's balance sheet continued deteriorating during Q2. The below dynamic suggests that NIO's net cash position has shrunk by around $1.7 billion since the beginning of 2024. Tangible book value per share has tumbled by around 70% YTD, and we see that it is not explained by the dilution as the outstanding shares count was approximately flat.</p> <p><figure contenteditable=\"false\"><picture> <img contenteditable=\"false\" loading=\"lazy\" src=\"https://static.seekingalpha.com/uploads/2024/10/2/59768804-1727859881470768.png\"/> </picture><figcaption><p><span>SA</span></p></figcaption></figure></p> <p>The stock appears to be extremely overbought after the September rally. Its 75 RSI indicator is close to the levels of 2020-2021 when there was a stock market craze and NIO traded at around $60 per share. I think that the combination of several red flags and being overbought is a strong indication that the share price is likely to go down.</p> <p><figure><img height=\"366\" loading=\"lazy\" src=\"https://static.seekingalpha.com/uploads/2024/10/2/saupload_510ef72340a4728551b40817aa034200.png\" width=\"635\"/><figcaption>Data by YCharts</figcaption></figure></p> <p>To conclude, I see no reason to become bullish about NIO. Its financial position is still deteriorating rapidly and is poised to maintain this trend as the P&amp;L's bottom line is still deeply negative. Despite the solid operating margin improvement, it is still weaker than levels demonstrated by the company in 2021 and 2022. Last but not least, we see that NIO's Q3 deliveries figures are notably behind rivals, meaning that its products are less appealing.</p> <h2>Valuation analysis</h2> <p>The discounted cash flow model appears to be the only way to value a deeply unprofitable company like NIO. Cost of equity is the discount rate, and Gurufocus suggests that it should be 10.42%. From the fresh information about deliveries volumes, we see that NIO is unable to compete and its DCF model unlikely deserves constant growth rate above 2%. Revenue assumptions are from consensus.</p> <p><figure contenteditable=\"false\"><span><img contenteditable=\"false\" loading=\"lazy\" src=\"https://static.seekingalpha.com/uploads/2024/10/2/59768804-17278603612549386.png\"/></span><figcaption><p><span>SA</span></p></figcaption></figure></p> <p>Consensus EPS is expected to hit positive only in 2027. Therefore, I also do not expect the FCF margin to become positive earlier than 2027. For 2027 and 2028 I incorporate a rule of thumb 5% FCF margin. According to Seeking Alpha, there are 2.1 billion NIO' shares outstanding.</p> <p><figure contenteditable=\"false\"><span><img contenteditable=\"false\" loading=\"lazy\" src=\"https://static.seekingalpha.com/uploads/2024/10/2/59768804-17278604691181026.png\"/></span><figcaption><p><span>Calculated by the author</span></p></figcaption></figure></p> <p>My DCF model suggests that NIO is 37% overvalued. The fair share price is $4.42, but I want to also emphasize that out of a total $9.3 billion fair value, almost $8 billion represents terminal value. This suggests that around 86% of the business's fair value comprises cash flows that will be generated after 2028.</p> <h2>Mitigating factors</h2> <p>As I have mentioned in the very first sentence of this article, my previous bearish recommendation did not age well. The stock benefited from positive news around all Chinese stocks, and only a portion of the rally is explained by some positive company-specific factors. We see that NIO is an extremely volatile stock and can demonstrate a 50% upswing over just a month. Since my DCF analysis suggests notable overvaluation and there are several fundamental weaknesses, I expect the stock to plunge. But it does not mean that there will not be sudden spikes that we saw in September.</p> <p>Some positive news might include partnerships with some large legacy automotive companies like Volkswagen (OTCPK:VWAGY), which has a strong presence in China. Or the company's rich investor from Abu Dhabi might inject a couple of billion more to improve the company's financial position. This potential news might lead to new bull runs.</p> <h2>Conclusion</h2> <p>I think there are no fundamental reasons to be less bearish about NIO. The September rally looks more speculative rather than fundamental, and the stock now is overbought and overvalued.</p> <div></div> <p>Editor's Note: This article discusses one or more securities that do not trade on a major U.S. exchange. Please be aware of the risks associated with these stocks.</p></body></html>","source":"seekingalpha","collect":0,"html":"<!DOCTYPE html>\n<html>\n<head>\n<meta http-equiv=\"Content-Type\" content=\"text/html; charset=utf-8\" />\n<meta name=\"viewport\" content=\"width=device-width,initial-scale=1.0,minimum-scale=1.0,maximum-scale=1.0,user-scalable=no\"/>\n<meta name=\"format-detection\" content=\"telephone=no,email=no,address=no\" />\n<title>NIO: Overbought And Overvalued</title>\n<style type=\"text/css\">\na,abbr,acronym,address,applet,article,aside,audio,b,big,blockquote,body,canvas,caption,center,cite,code,dd,del,details,dfn,div,dl,dt,\nem,embed,fieldset,figcaption,figure,footer,form,h1,h2,h3,h4,h5,h6,header,hgroup,html,i,iframe,img,ins,kbd,label,legend,li,mark,menu,nav,\nobject,ol,output,p,pre,q,ruby,s,samp,section,small,span,strike,strong,sub,summary,sup,table,tbody,td,tfoot,th,thead,time,tr,tt,u,ul,var,video{ font:inherit;margin:0;padding:0;vertical-align:baseline;border:0 }\nbody{ font-size:16px; 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}\n.meta {color:#5e5c6d;font-size:13px;margin:0 0 .5em; }\na{text-decoration:none; color:#2a4b87;}\n.meta .head { display: inline-block; overflow: hidden}\n.head .h-thumb { width: 30px; height: 30px; margin: 0; padding: 0; border-radius: 50%; float: left;}\n.head .h-content { margin: 0; padding: 0 0 0 9px; float: left;}\n.head .h-name {font-size: 13px; color: #eee; margin: 0;}\n.head .h-time {font-size: 11px; color: #7E829C; margin: 0;line-height: 11px;}\n.small {font-size: 12.5px; display: inline-block; transform: scale(0.9); -webkit-transform: scale(0.9); transform-origin: left; -webkit-transform-origin: left;}\n.smaller {font-size: 12.5px; display: inline-block; transform: scale(0.8); -webkit-transform: scale(0.8); transform-origin: left; -webkit-transform-origin: left;}\n.bt-text {font-size: 12px;margin: 1.5em 0 0 0}\n.bt-text p {margin: 0}\n</style>\n</head>\n<body>\n<div class=\"wrapper\">\n<header>\n<h2 class=\"title\">\nNIO: Overbought And Overvalued\n</h2>\n\n<h4 class=\"meta\">\n\n\n2024-10-02 21:00 GMT+8&nbsp;&nbsp;&nbsp;<a href=https://seekingalpha.com/article/4724572-nio-stock-overbought-overvalued><strong>seekingalpha</strong></a>\n\n\n</h4>\n\n</header>\n<article>\n<div>\n<p>NIO's September rally appears speculative and driven by FOMO, with the stock now overbought and overvalued, prompting a 'Strong Sell' recommendation.Despite a 58% surge since July, NIO remains deeply ...</p>\n\n<a href=\"https://seekingalpha.com/article/4724572-nio-stock-overbought-overvalued\">Web Link</a>\n\n</div>\n\n\n</article>\n</div>\n</body>\n</html>\n","type":0,"thumbnail":"https://static.seekingalpha.com/cdn/s3/uploads/getty_images/1271270928/image_1271270928.jpg","relate_stocks":{"NIO.SI":"蔚来","BK4509":"腾讯概念","BK4588":"碎股","BK4526":"热门中概股","09866":"蔚来-SW","LU0708995583.HKD":"TEMPLETON CHINA \"A\" (HKD) ACC","BK4574":"无人驾驶","BK4555":"新能源车","BK4505":"高瓴资本持仓","BK4581":"高盛持仓","BK4504":"桥水持仓","NIO":"蔚来","BK4099":"汽车制造商","BK4548":"巴美列捷福持仓","EVS.SI":"MSCI China Electric Vehicles and Future Mobility ETF-NikkoAM","NIOIF":"NIO Inc.","BK4532":"文艺复兴科技持仓","BK4531":"中概回港概念","BK4585":"ETF&股票定投概念","BK4534":"瑞士信贷持仓","LU0052750758.USD":"富兰克林中国基金A Acc","LU0320764599.SGD":"FTIF - Templeton China A Acc SGD"},"source_url":"https://seekingalpha.com/article/4724572-nio-stock-overbought-overvalued","is_english":true,"share_image_url":"https://static.laohu8.com/5a36db9d73b4222bc376d24ccc48c8a4","article_id":"2472221165","content_text":"NIO's September rally appears speculative and driven by FOMO, with the stock now overbought and overvalued, prompting a 'Strong Sell' recommendation.Despite a 58% surge since July, NIO remains deeply unprofitable with a deteriorating balance sheet and unimpressive Q3 deliveries compared to rivals.NIO's operating margin improved YoY, but is still weaker than 2021-2022 levels; the net cash position sheet shrank by $1.7 billion YTD.My DCF model indicates NIO stock is 37% overvalued, with a fair share price of $4.42, and 86% of its value tied to post-2028 cash flows.   Andy Feng Introduction It might seem that I was wrong with my pessimistic opinion about NIO (NYSE:NIO). The stock surged by 58% since July 2 when my previous article was published. This does not look well, but my analysis suggests that NIO's September bull run was more likely speculative and fundamental. Speculative and FOMO-driven rallies are rarely sustainable. I prefer to focus on fundamentals, and I see that NIO is still deeply unprofitable, its balance sheet is deteriorating rapidly, and fresh Q3 deliveries numbers are not impressive compared to rivals. Moreover, the stock is now overbought and overvalued. Therefore, I reiterate a 'Strong Sell' recommendation for NIO. Fundamental analysis Despite the recent share price spike, we see below that NIO is still 22.5% down YTD. The stock started surging in late August when the stock traded below $4. NIO's last close was at $7, meaning that there was a massive rally during September 2024. SA There were several positive catalysts for the stock price, but I want to emphasize the one that was not specific catalyst related to NIO. September was quite bullish overall for all Chinese stocks, which we can see from the below performance demonstrated by the iShares MSCI China ETF (MCHI). As we see, the ETF gained 28% during September, which is explained by tailwinds related to governmental stimulus for the economy. Major Chinese stocks like Alibaba (BABA) and PDD Holdings (PDD) also rallied massively over the last month. SA After I have emphasized that the significant part of NIO's share price spike is explained by the overall improved sentiment around Chinese stocks, I can delve into recent developments which will be specific to NIO. The most fresh information about NIO is its Q3 2024 deliveries. According to the release, NIO delivered 61,855 vehicles in Q3, increasing by 11.6% YoY. To add context, I am also sharing the information about Q3 2024 deliveries of Li Auto (LI) and XPeng (XPEV). LI's Q3 deliveries were at 152,831 units, increasing by 45.4% YoY. XPEV delivered 46,533 units in Q3, which was up 16% on a YoY basis. As we see, NIO is once again significantly behind its closest Chinese EV rivals. This is a red flag suggesting that NIO's offerings are less compelling compared to peers. SA The picture also does not look good for NIO compared to rivals if we look at September sales only. NIO's both MoM and YoY growth in September 2024 was behind not only LI and XPEV, but also trailed BYD (OTCPK:BYDDF). I would also like to emphasize that NIO has the smallest scale among four players, and lagging in terms of growth means that the gap in absolute terms will continue to widen as well. Another portion of investors' optimism around NIO in September was the company's Q2 earnings release. The company missed revenue consensus estimates and its bottom line is still deeply negative, but the stock spiked by around 30% the week after the earnings release. Such an optimism was likely explained by the significant YoY improvement of the operating margin, from -69% to -30%. Such an improvement might indeed be impressive, but the below screenshot suggests that it is not the best operating margin delivered in the company's history. Therefore, I do not share such an optimism in respect of the operating margin. SA Moreover, NIO's balance sheet continued deteriorating during Q2. The below dynamic suggests that NIO's net cash position has shrunk by around $1.7 billion since the beginning of 2024. Tangible book value per share has tumbled by around 70% YTD, and we see that it is not explained by the dilution as the outstanding shares count was approximately flat.   SA The stock appears to be extremely overbought after the September rally. Its 75 RSI indicator is close to the levels of 2020-2021 when there was a stock market craze and NIO traded at around $60 per share. I think that the combination of several red flags and being overbought is a strong indication that the share price is likely to go down. Data by YCharts To conclude, I see no reason to become bullish about NIO. Its financial position is still deteriorating rapidly and is poised to maintain this trend as the P&L's bottom line is still deeply negative. Despite the solid operating margin improvement, it is still weaker than levels demonstrated by the company in 2021 and 2022. Last but not least, we see that NIO's Q3 deliveries figures are notably behind rivals, meaning that its products are less appealing. Valuation analysis The discounted cash flow model appears to be the only way to value a deeply unprofitable company like NIO. Cost of equity is the discount rate, and Gurufocus suggests that it should be 10.42%. From the fresh information about deliveries volumes, we see that NIO is unable to compete and its DCF model unlikely deserves constant growth rate above 2%. Revenue assumptions are from consensus. SA Consensus EPS is expected to hit positive only in 2027. Therefore, I also do not expect the FCF margin to become positive earlier than 2027. For 2027 and 2028 I incorporate a rule of thumb 5% FCF margin. According to Seeking Alpha, there are 2.1 billion NIO' shares outstanding. Calculated by the author My DCF model suggests that NIO is 37% overvalued. The fair share price is $4.42, but I want to also emphasize that out of a total $9.3 billion fair value, almost $8 billion represents terminal value. This suggests that around 86% of the business's fair value comprises cash flows that will be generated after 2028. Mitigating factors As I have mentioned in the very first sentence of this article, my previous bearish recommendation did not age well. The stock benefited from positive news around all Chinese stocks, and only a portion of the rally is explained by some positive company-specific factors. We see that NIO is an extremely volatile stock and can demonstrate a 50% upswing over just a month. Since my DCF analysis suggests notable overvaluation and there are several fundamental weaknesses, I expect the stock to plunge. But it does not mean that there will not be sudden spikes that we saw in September. Some positive news might include partnerships with some large legacy automotive companies like Volkswagen (OTCPK:VWAGY), which has a strong presence in China. Or the company's rich investor from Abu Dhabi might inject a couple of billion more to improve the company's financial position. This potential news might lead to new bull runs. Conclusion I think there are no fundamental reasons to be less bearish about NIO. The September rally looks more speculative rather than fundamental, and the stock now is overbought and overvalued.  Editor's Note: This article discusses one or more securities that do not trade on a major U.S. exchange. Please be aware of the risks associated with these stocks.","news_type":1},"isVote":1,"tweetType":1,"viewCount":236,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"EN","totalScore":0},{"id":349312296374656,"gmtCreate":1726274222842,"gmtModify":1726274226832,"author":{"id":"3584079457608282","authorId":"3584079457608282","name":"FGP","avatar":"https://community-static.tradeup.com/news/4f96275867e9fcc09f90747c0edcd143","crmLevel":9,"crmLevelSwitch":1,"followedFlag":false,"idStr":"3584079457608282","authorIdStr":"3584079457608282"},"themes":[],"htmlText":"i believed you shorted alot and now desperate mode","listText":"i believed you shorted alot and now desperate mode","text":"i believed you shorted alot and now desperate mode","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":1,"commentSize":0,"repostSize":0,"link":"https://ttm.financial/post/349312296374656","repostId":"2467770782","repostType":2,"repost":{"id":"2467770782","kind":"highlight","pubTimestamp":1726242986,"share":"https://ttm.financial/m/news/2467770782?lang=&edition=fundamental","pubTime":"2024-09-13 23:56","market":"sg","language":"en","title":"NIO: The ONVO Gamble Could Worsen Liquidity Crunch","url":"https://stock-news.laohu8.com/highlight/detail?id=2467770782","media":"seekingalpha","summary":"NIO is in a liquidity crunch with current liabilities higher than its cash balance, which could see it resort to a dilutive capital raise in the next 2 quarters.NIO’s 3-brand strategy could help boost","content":"<html><body><ul><li>NIO is in a liquidity crunch with current liabilities higher than its cash balance, which could see it resort to a dilutive capital raise in the next 2 quarters.</li><li>NIO’s 3-brand strategy could help boost delivery volumes, but could lead to margin contraction.</li><li>I expect NIO’s losses to increase as it increases its marketing spend to drive demand for the ONVO L60, set to launch on September 19.</li><li>The opening of a third factory in Q3 2025 could have a negative impact on vehicle margins and operating costs.</li><li>My price target for NIO is $2.93, representing 45% downside from its current valuation.</li></ul><p><figure><picture> <img fetchpriority=\"high\" height=\"1024px\" sizes=\"(max-width: 768px) calc(100vw - 36px), (max-width: 1024px) calc(100vw - 132px), (max-width: 1200px) calc(66.6vw - 72px), 600px\" src=\"https://static.seekingalpha.com/cdn/s3/uploads/getty_images/2162241639/image_2162241639.jpg?io=getty-c-w750\" srcset=\"https://static.seekingalpha.com/cdn/s3/uploads/getty_images/2162241639/image_2162241639.jpg?io=getty-c-w1536 1536w, https://static.seekingalpha.com/cdn/s3/uploads/getty_images/2162241639/image_2162241639.jpg?io=getty-c-w1280 1280w, https://static.seekingalpha.com/cdn/s3/uploads/getty_images/2162241639/image_2162241639.jpg?io=getty-c-w1080 1080w, https://static.seekingalpha.com/cdn/s3/uploads/getty_images/2162241639/image_2162241639.jpg?io=getty-c-w750 750w, https://static.seekingalpha.com/cdn/s3/uploads/getty_images/2162241639/image_2162241639.jpg?io=getty-c-w640 640w, https://static.seekingalpha.com/cdn/s3/uploads/getty_images/2162241639/image_2162241639.jpg?io=getty-c-w480 480w, https://static.seekingalpha.com/cdn/s3/uploads/getty_images/2162241639/image_2162241639.jpg?io=getty-c-w320 320w, https://static.seekingalpha.com/cdn/s3/uploads/getty_images/2162241639/image_2162241639.jpg?io=getty-c-w240 240w\" width=\"1536px\"/> </picture><figcaption> <p>tang90246</p></figcaption></figure></p> <p>Last February, I was bearish on NIO Inc. (<span>NYSE:NIO</span>) due to its market share loss in China, its main market, its investments in the loss making battery swapping business, and lackluster expansion in the European market. Following my coverage, NIO reached<span> a 52-week low of $3.61, before surging recently on the back of its </span>Q2 earnings<span> that were highlighted by improving margins and better cost management. Despite this, I expect the company’s losses to increase in the coming quarters due to the upcoming </span>launch<span> of the ONVO sub-brand’s L60 model, that targets China’s mass market, on September 19.</span></p> <p>While this endeavor could help boost delivery volumes, it would come at the expense of higher marketing costs, margin contraction, and possibly cannibalizing ES6 sales, NIO’s best selling model, in my opinion. Moreover, I expect NIO to raise capital in the near future to deal with its<span> current liabilities, which are significantly higher than its current cash balance. For these reasons, I’m reiterating my sell rating with a price target of $2.93 per share, implying 45% downside from current levels.</span></p> <h2>Q2 Overview</h2> <p>In Q2, NIO reported YoY revenue growth of 99% to $2.4 billion driven by an 118% increase in vehicle sales, and QoQ growth of 76%, also driven by an 87% increase in vehicle sales. During the quarter, NIO generated $2.2 billion from vehicle sales as it delivered a record 57,373 vehicles compared to 30,053 in Q1 2024 and 23,520 in Q2 2023.</p> <p>In terms of margins, NIO reported a vehicle margin of 12.2% in Q2 compared to 9.2% in Q1 and 6.2% a year ago, due to lower material costs and realizing the benefits of economies of scale during the quarter. As a result, total gross margin in Q2 was 9.7% compared to 4.9% and 1% in the prior quarter and year, respectively.</p> <p>Looking at NIO’s cost structure, R&amp;D costs declined 3.8% YoY to $442.9 million, however, that represented an 11.6% QoQ increase from $396.7 million. Meanwhile, SG&amp;A costs increased 31.5% YoY and 25.4% QoQ to $517 million due to higher personnel costs and sales and marketing activities. Despite this, R&amp;D costs represented 18.4% of total revenue compared to 38.1% a year ago and 28.9% in Q1. Similarly, SG&amp;A costs represented 21.5% of total revenue compared to 32.6% and 30.2% in the prior year and quarter, respectively.</p> <p><figure contenteditable=\"false\"><picture> <span><img contenteditable=\"false\" height=\"108\" loading=\"lazy\" src=\"https://static.seekingalpha.com/uploads/2024/9/12/59696711-1726190624855486.png\" width=\"640\"/></span> </picture><figcaption><p><span>Q2 Earnings Release</span></p></figcaption></figure></p> <p>Accordingly, NIO reported an operating margin of -29.9% in Q2, a significant improvement from -69.2% a year ago and -54.4% in Q1.</p> <p>For Q3, NIO expects deliveries to be between 61-63 thousand and revenues between $2.63-$2.7 billion, representing YoY growth between 0.2-3.2%.</p> <h2>Liquidity Concerns</h2> <p>At the end of Q2, NIO had $5.7 billion in cash, restricted cash, short-term investments, and long-term time deposits, compared to $6.3 billion at the end of Q1 and $8.1 billion at the end of Q4 2023, meaning that NIO’s cash burn during the quarter was around $600 million. At this rate, NIO should have enough cash to last 9 quarters. However, it should be noted that the company has more than $6.9 billion in current liabilities which must be paid within 1 year. In comparison, the company has short-term liquidity of only $5.5 billion and total liquidity of $6.25 billion.</p> <span><span><span></span><table> <colgroup> <col/> <col/> </colgroup> <tr> <td><p>Cash</p></td> <td><p>$3,392,295,000</p></td> </tr> <tr> <td><p>Restricted Cash</p></td> <td><p>$507,663,000</p></td> </tr> <tr> <td><p>ST Investments</p></td> <td><p>$1,598,439,000</p></td> </tr> <tr> <td><p>ST Liquidity</p></td> <td><p>$5,498,397,000</p></td> </tr> <tr> <td><p>LT Restricted Cash</p></td> <td><p>$13,777,000</p></td> </tr> <tr> <td><p>LT Investments</p></td> <td><p>$739,756,000</p></td> </tr> <tr> <td><p>LT Liquidity</p></td> <td><p>$753,533,000</p></td> </tr> <tr> <td><p>Total Liquidity</p></td> <td><p>$6,251,930,000</p></td> </tr> </table> <span></span></span><button><svg viewbox=\"0 0 16 16\" xmlns=\"http://www.w3.org/2000/svg\"><path clip-rule=\"evenodd\" d=\"M16 11a5 5 0 0 1-5 5H5a5 5 0 0 1-5-5V5a5 5 0 0 1 5-5h6a5 5 0 0 1 5 5v6zm-4.5-2.5h2v-6h-6v2h4v4zm-9-1h2v4h4v2h-6v-6z\" fill-rule=\"evenodd\"></path></svg>Click to enlarge</button></span> <p>Based on NIO’s available short-term liquidity, it has a $1.4 billion liquidity gap to fulfill its current liabilities. As such, I expect NIO to raise capital either in Q4 2024 or Q1 2025, which would be extremely dilutive to its shareholders. At the current share price of $5.28, raising $1.4 billion would entail the issuance of more than 265.7 million shares, which would increase its outstanding shares by 13%.</p> <p>That said, NIO is set to launch the first model under its new sub-brand, ONVO, later this month and intends to launch another sub-brand, Firefly, next year, which could see NIO’s sales and marketing spend increase in the coming quarters, as I will discuss later in the article. As such, I believe NIO needs a cash injection of at least $3 billion in order to pay its current liabilities and continue funding its operations. This would result in NIO’s outstanding shares increasing by 28% at the current share price.</p> <span><span><span></span><table> <colgroup> <col/> <col/> </colgroup> <tr> <td><p>OS</p></td> <td><p>2,049,836,045</p></td> </tr> <tr> <td><p>Share Price</p></td> <td><p>$5.28</p></td> </tr> <tr> <td><p>Forecasted Capital Raise</p></td> <td><p>$3,000,000,000</p></td> </tr> <tr> <td><p>Potential Dilution</p></td> <td><p>568,181,818</p></td> </tr> <tr> <td><p>Dilution %</p></td> <td><p>28%</p></td> </tr> </table> <span></span></span><button><svg viewbox=\"0 0 16 16\" xmlns=\"http://www.w3.org/2000/svg\"><path clip-rule=\"evenodd\" d=\"M16 11a5 5 0 0 1-5 5H5a5 5 0 0 1-5-5V5a5 5 0 0 1 5-5h6a5 5 0 0 1 5 5v6zm-4.5-2.5h2v-6h-6v2h4v4zm-9-1h2v4h4v2h-6v-6z\" fill-rule=\"evenodd\"></path></svg>Click to enlarge</button></span> <p>In my opinion, NIO is likely to receive these funds from Abu Dhabi-based CYVN Holdings, which already owns a 20.1% stake in the company following its nearly $3 billion investments in NIO last year. I believe that could be the case due to CYVN’s interest in maintaining its ownership position in the company since such a capital raise would significantly dilute its stake. As is, CYVN is entitled to nominate 2 directors to the company’s board as long as it owns more than 15% of NIO’s outstanding shares.</p> <h2>The ONVO Drag</h2> <p>Since its inception, NIO has been mainly focused on offering premium EVs with a starting price of more than RMB 300 thousand. However, the company is now attempting to penetrate the Chinese mass market with 2 new sub-brands.</p> <p>The first sub-brand, ONVO, is set to launch its first model the L60 on September 19, and the company plans to release a new model every year. At the same time, NIO plans to start deliveries of its second new sub-brand with the codename Firefly, in 2025.</p> <p>According to NIO’s strategy, models under the ONVO sub-brand will have an ASP ranging between RMB 200-300 thousand. Meanwhile, models under the Firefly sub-brand will have an ASP ranging between RMB 100-200 thousand. In this way, NIO would be able to offer EVs ranging from RMB 100-800 thousand across its 3 brands.</p> <p>Although this endeavor could boost NIO’s deliveries, I believe it will be a headwind to the company’s margins and bottom line. In the Q2 earnings call, management shared that ONVO deliveries will be minimal in Q3 and will ramp up to reach near 10 thousand per month in December and 20 thousand per month sometime in 2025.</p> <p>Meanwhile, CEO William Li previously shared that ONVO will start contributing positively to NIO’s “P&amp;L” when it reaches a sales volume of 20 thousand units per month. Accordingly, I expect NIO’s vehicle margin to contract significantly starting Q4 until ONVO reaches the targeted sales volume, as until then, it’s likely that NIO will realize a negative margin on ONVO sales. Even then, I don’t expect NIO’s vehicle margin to improve until the NIO brand reaches a sales volume of 40 thousand per month, due to the lower margins of the ONVO sub-brand since its ASP is much lower than the ASP of the NIO brand.</p> <p>As is, management shared their long-term margin targets for each brand, with 25% for the NIO brand from 40 thousand deliveries per month, and 15% for the ONVO brand without stating the sales volume required to reach this target. Moreover, NIO’s vehicle margin could further contract when it launches the first model under the Firefly sub-brand which will have an ASP between RMB 100-200 thousand.</p> <p>Given that management is forecasting ONVO’s long-term margins at 15%, Firefly is very likely to have an even lower margin, which I estimate to be around 10% in the best case. When combining these factors with NIO’s service segment, which is yet to post a positive gross margin, I don’t see a scenario where NIO’s overall gross margins significantly improve than the 9.7% reported in Q2.</p> <p>Another reason why I expect NIO’s margins to contract is ONVO’s L60 potential to cannibalize sales of NIO’s best-selling model, ES6, due to the similarities between both vehicles. At the end of July, NIO’s cumulative deliveries were 557,518, including 219,422 for the ES6 alone, meaning that the ES6 is responsible for 39.4% of NIO’s total deliveries since its inception.</p> <p>Looking at both vehicles’ specs, the entry level ES6 boasts a CLTC range of 450-500 KM with dimensions of 4,854 mm*1,995 mm*1,703 mm, and a trunk size of 579 L. In comparison, the ONVO L60 will come in 3 range variants:</p> <ul> <li><p>Standard range with 555 KM.</p></li> <li><p>Long range with 730 KM.</p></li> <li><p>Extra Long Range with 1000+ KM.</p></li> </ul> <p>The ONVO L60 also has dimensions of 4828 mm*1930 mm*1616 mm, which is somewhat similar to the ES6. The only major differences between both vehicles are technology, trunk size, since the ONVO L60 doesn’t have a trunk, and price. While the entry level ES6 has an ASP of RMB 338 thousand, the ONVO L60 will have an ASP of RMB 219.9 thousand, 35% cheaper than the ES6.</p> <p>I believe the significant price difference and the minimal difference in value proposition between both models could be a factor contributing to ONVO L60 cannibalizing ES6 sales in China due to the nature of the Chinese consumer. It is well known that Chinese consumers are value oriented, meaning that they are more concerned with getting the best value for their money. This view is supported by insights from Premia Partners, which shows that frugality has become a trend among young Chinese consumers, the main driving force of China’s consumer market.</p> <p>In that case, NIO’s vehicle margins could deteriorate significantly as this scenario would see the company’s revenue per vehicle decline due to the significant price difference between the L60 and the ES6. This would be concerning for NIO, in my opinion, since its revenue per vehicle has been constantly falling as it stood at RMB 273.3 thousand in Q2 compared to RMB 305.5 thousand in the prior year and RMB 278.9 thousand in Q1.</p> <span><span><span></span><table> <colgroup> <col/> <col/> <col/> <col/> </colgroup> <tr> <td><p>Period</p></td> <td><p>Q2 24</p></td> <td><p>Q1 24</p></td> <td><p>Q2 23</p></td> </tr> <tr> <td><p>Deliveries</p></td> <td><p>57,373</p></td> <td><p>30,053</p></td> <td><p>23,520</p></td> </tr> <tr> <td><p>Vehicle Rev</p></td> <td><p>RMB¥15,679,623,000</p></td> <td><p>RMB¥8,381,318,000</p></td> <td><p>RMB¥7,185,214,000</p></td> </tr> <tr> <td><p>Rev/Del</p></td> <td><p>RMB¥273,293</p></td> <td><p>RMB¥278,885</p></td> <td><p>RMB¥305,494</p></td> </tr> </table> <span></span></span><button><svg viewbox=\"0 0 16 16\" xmlns=\"http://www.w3.org/2000/svg\"><path clip-rule=\"evenodd\" d=\"M16 11a5 5 0 0 1-5 5H5a5 5 0 0 1-5-5V5a5 5 0 0 1 5-5h6a5 5 0 0 1 5 5v6zm-4.5-2.5h2v-6h-6v2h4v4zm-9-1h2v4h4v2h-6v-6z\" fill-rule=\"evenodd\"></path></svg>Click to enlarge</button></span> <p>In addition to potential margin contraction, NIO could see its operating costs, mainly SG&amp;A, due to potentially higher marketing costs to stimulate demand for the ONVO sub-brand. In Q2, NIO’s delivery growth of 144% and 91% YoY and QoQ, respectively, was mainly driven by higher marketing spend of 31.5% and 25.4% YoY and QoQ, respectively. The company cited in the Q2 earnings call that the QoQ increase in SG&amp;A was a direct result of higher marketing spend following the launch of the new ES6 model and other products in March and April.</p> <p>With the company now launching a new sub-brand, I expect its marketing spend to grow at a higher rate as the ONVO brand isn’t as recognizable as the NIO brand. Therefore, the company would have to increase its marketing spend to build awareness of the ONVO brand, establish a brand identity, and attract customers. The same will also apply when NIO launches its second sub-brand, Firefly, next year, which means that it might be on track to incur high SG&amp;A costs over the coming 6 quarters at least.</p> <p>NIO’s SG&amp;A costs will also be impacted by the upgrade of its F2 factory to double shifts to support the production of L60, with the upgrade expected to be completed later this month or early October, per management in the Q2 earnings call. The company also expects to start production in its third factory by Q3 2025, which will impact both vehicle margins and SG&amp;A costs.</p> <p>In terms of margins, producing vehicles in 3 factories would increase NIO’s fixed costs such as utilities and maintenance, which will be a drag on margins until NIO is able to operate at full capacity. In terms of operating costs, producing vehicles in 3 factories will certainly lead to more costs related to hiring additional labor, managers, engineers, and technicians.</p> <p>When combining these factors with NIO’s margins potentially contracting due to the new sub-brands, the company could realize more losses until it is able to produce and sell vehicles at an optimum level which may take years to materialize. Considering the company’s liquidity position, NIO might have to resort to additional dilutive capital raises in the future to fund its operations, especially since it appears to be far from generating any profits or cash flow.</p> <h2>Valuation</h2> <p>With $4.99 billion in cash and $4.56 billion in debt, NIO has an EV of nearly $10.4 billion at its current share price of $5.28. Given that the consensus revenue estimate for the company in FY 2024 is $9.82 billion, the stock would be trading at an EV/sales multiple of 1.06.</p> <span><span><span></span><table> <colgroup> <col/> <col/> </colgroup> <tr> <td><p>OS</p></td> <td><p>2,049,836,045</p></td> </tr> <tr> <td><p>Share Price</p></td> <td><p>$5.28</p></td> </tr> <tr> <td><p>Market Cap</p></td> <td><p>$10,823,134,317.60</p></td> </tr> <tr> <td><p>Cash</p></td> <td><p>$4,990,734,000</p></td> </tr> <tr> <td><p>Debt</p></td> <td><p>$4,558,006,000</p></td> </tr> <tr> <td><p>EV</p></td> <td><p>$10,390,406,318</p></td> </tr> <tr> <td><p>Revenue Estimates</p></td> <td><p>$9,820,000,000</p></td> </tr> <tr> <td><p>EV/Sales</p></td> <td><p>1.06</p></td> </tr> </table> <span></span></span><button><svg viewbox=\"0 0 16 16\" xmlns=\"http://www.w3.org/2000/svg\"><path clip-rule=\"evenodd\" d=\"M16 11a5 5 0 0 1-5 5H5a5 5 0 0 1-5-5V5a5 5 0 0 1 5-5h6a5 5 0 0 1 5 5v6zm-4.5-2.5h2v-6h-6v2h4v4zm-9-1h2v4h4v2h-6v-6z\" fill-rule=\"evenodd\"></path></svg>Click to enlarge</button></span> <p>In comparison, Chinese EV makers Li Auto (LI), BYD (OTCPK:BYDDF), and Zeekr (ZK) are trading at the following EV/sales multiples.</p> <span><span><span></span><table> <colgroup> <col/> <col/> </colgroup> <tr> <td><p>Company</p></td> <td><p>EV/Sales</p></td> </tr> <tr> <td><p>LI</p></td> <td><p>0.41</p></td> </tr> <tr> <td><p>BYDDF</p></td> <td><p>0.94</p></td> </tr> <tr> <td><p>ZK</p></td> <td><p>0.35</p></td> </tr> <tr> <td><p>Average</p></td> <td><p>0.57</p></td> </tr> </table> <span></span></span><button><svg viewbox=\"0 0 16 16\" xmlns=\"http://www.w3.org/2000/svg\"><path clip-rule=\"evenodd\" d=\"M16 11a5 5 0 0 1-5 5H5a5 5 0 0 1-5-5V5a5 5 0 0 1 5-5h6a5 5 0 0 1 5 5v6zm-4.5-2.5h2v-6h-6v2h4v4zm-9-1h2v4h4v2h-6v-6z\" fill-rule=\"evenodd\"></path></svg>Click to enlarge</button></span> <p>By using the average EV/sales multiple of NIO’s competitors, my price target for the stock is $2.93 per share, implying 45% downside from its current valuation.</p> <span><span><span></span><table> <colgroup> <col/> <col/> </colgroup> <tr><td colspan=\"2\"><p>NIO Price Target</p></td></tr> <tr> <td><p>Projected Sales</p></td> <td><p>$9,820,000,000</p></td> </tr> <tr> <td><p>Target EV/Sales</p></td> <td><p>0.57</p></td> </tr> <tr> <td><p>Implied EV</p></td> <td><p>$5,564,666,667</p></td> </tr> <tr> <td><p>Net Cash</p></td> <td><p>$432,728,000</p></td> </tr> <tr> <td><p>Equity Value</p></td> <td><p>$5,997,394,667</p></td> </tr> <tr> <td><p>OS</p></td> <td><p>2,049,836,045</p></td> </tr> <tr> <td><p>Price Target</p></td> <td><p>$2.93</p></td> </tr> <tr> <td><p>Share Price</p></td> <td><p>$5.28</p></td> </tr> <tr> <td><p>Downside</p></td> <td><p>-45%</p></td> </tr> </table> <span></span></span><button><svg viewbox=\"0 0 16 16\" xmlns=\"http://www.w3.org/2000/svg\"><path clip-rule=\"evenodd\" d=\"M16 11a5 5 0 0 1-5 5H5a5 5 0 0 1-5-5V5a5 5 0 0 1 5-5h6a5 5 0 0 1 5 5v6zm-4.5-2.5h2v-6h-6v2h4v4zm-9-1h2v4h4v2h-6v-6z\" fill-rule=\"evenodd\"></path></svg>Click to enlarge</button></span> <h2>Technical Analysis</h2> <p><figure contenteditable=\"false\"><picture> <span><img loading=\"lazy\" src=\"https://static.seekingalpha.com/uploads/2024/9/12/saupload_a6f9e19fd87feae9623e1d7683f26466_thumb1.png\"/></span> </picture><figcaption><p><span>TrendSpider</span></p></figcaption></figure></p> <p>Looking at NIO’s daily chart, the stock has been in a downtrend since August 2023 and started forming a descending triangle pattern last April. Following the company’s Q2 earnings results, NIO broke out of the downtrend, the descending triangle pattern, and the upper Bollinger band, a sign of high volatility. That said, the stock has failed to break through a key resistance level, the 200 EMA, with the RSI regulating, which can be a sign of the stock losing momentum.</p> <p>Therefore, I recommend waiting for a break of the 9 EMA support level for investors looking to enter a short position as breaking this support level could see the stock test the 0.618 Fibonacci retracement level near $4.4 and potentially the $3.66 support in the near-term.</p> <h2>Upside Risks</h2> <p>Risks to my thesis include NIO receiving non-dilutive funding to deal with its current liabilities either through debt financing or receiving a bailout from the Chinese government similar to the $1.4 billion injection it received from the municipal government of Hefei in 2020. Another risk to consider is NIO perfecting its 3-brand strategy by gaining significant market share in China’s mass market through ONVO and Firefly. In that case, NIO could grow its topline rapidly and expand its vehicle margins which would help offset the expected increase in operating costs, possibly leading to improved bottom line performance.</p> <h2>Conclusion</h2> <p>While NIO’s Q2 earnings showed signs of disciplined cost management, I remain bearish on the stock due to the company’s liquidity concerns, as well as potential vehicle margin contraction and higher losses. The company’s cash balance is insufficient to pay off its current liabilities, and with the launch of the ONVO L60 on September 19, NIO is very likely to increase its marketing spend in the coming quarters to drive demand for the new sub-brand.</p> <p>Moreover, the L60 might have negative margins until it reaches a sales volume of 20 thousand per month, the target set for the new sub-brand to start contributing positively to “P&amp;L”, per CEO William Li. The L60 could also cannibalize sales of NIO’s best-selling model, ES6, due to the similarities between the 2 models, especially as the L60 is 35% cheaper than the ES6, which would negatively impact NIO’s margins. In light of these factors, I’m reiterating my sell rating for NIO with a price target of $2.93, representing 45% downside from current levels.</p> <div></div> <p>Editor's Note: This article discusses one or more securities that do not trade on a major U.S. exchange. Please be aware of the risks associated with these stocks.</p></body></html>","source":"seekingalpha","collect":0,"html":"<!DOCTYPE html>\n<html>\n<head>\n<meta http-equiv=\"Content-Type\" content=\"text/html; charset=utf-8\" />\n<meta name=\"viewport\" content=\"width=device-width,initial-scale=1.0,minimum-scale=1.0,maximum-scale=1.0,user-scalable=no\"/>\n<meta name=\"format-detection\" content=\"telephone=no,email=no,address=no\" />\n<title>NIO: The ONVO Gamble Could Worsen Liquidity Crunch</title>\n<style type=\"text/css\">\na,abbr,acronym,address,applet,article,aside,audio,b,big,blockquote,body,canvas,caption,center,cite,code,dd,del,details,dfn,div,dl,dt,\nem,embed,fieldset,figcaption,figure,footer,form,h1,h2,h3,h4,h5,h6,header,hgroup,html,i,iframe,img,ins,kbd,label,legend,li,mark,menu,nav,\nobject,ol,output,p,pre,q,ruby,s,samp,section,small,span,strike,strong,sub,summary,sup,table,tbody,td,tfoot,th,thead,time,tr,tt,u,ul,var,video{ font:inherit;margin:0;padding:0;vertical-align:baseline;border:0 }\nbody{ font-size:16px; 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}\n.meta {color:#5e5c6d;font-size:13px;margin:0 0 .5em; }\na{text-decoration:none; color:#2a4b87;}\n.meta .head { display: inline-block; overflow: hidden}\n.head .h-thumb { width: 30px; height: 30px; margin: 0; padding: 0; border-radius: 50%; float: left;}\n.head .h-content { margin: 0; padding: 0 0 0 9px; float: left;}\n.head .h-name {font-size: 13px; color: #eee; margin: 0;}\n.head .h-time {font-size: 11px; color: #7E829C; margin: 0;line-height: 11px;}\n.small {font-size: 12.5px; display: inline-block; transform: scale(0.9); -webkit-transform: scale(0.9); transform-origin: left; -webkit-transform-origin: left;}\n.smaller {font-size: 12.5px; display: inline-block; transform: scale(0.8); -webkit-transform: scale(0.8); transform-origin: left; -webkit-transform-origin: left;}\n.bt-text {font-size: 12px;margin: 1.5em 0 0 0}\n.bt-text p {margin: 0}\n</style>\n</head>\n<body>\n<div class=\"wrapper\">\n<header>\n<h2 class=\"title\">\nNIO: The ONVO Gamble Could Worsen Liquidity Crunch\n</h2>\n\n<h4 class=\"meta\">\n\n\n2024-09-13 23:56 GMT+8&nbsp;&nbsp;&nbsp;<a href=https://seekingalpha.com/article/4720998-nio-stock-onvo-gamble-could-worsen-liquidity-crunch><strong>seekingalpha</strong></a>\n\n\n</h4>\n\n</header>\n<article>\n<div>\n<p>NIO is in a liquidity crunch with current liabilities higher than its cash balance, which could see it resort to a dilutive capital raise in the next 2 quarters.NIO’s 3-brand strategy could help boost...</p>\n\n<a href=\"https://seekingalpha.com/article/4720998-nio-stock-onvo-gamble-could-worsen-liquidity-crunch\">Web Link</a>\n\n</div>\n\n\n</article>\n</div>\n</body>\n</html>\n","type":0,"thumbnail":"https://static.seekingalpha.com/cdn/s3/uploads/getty_images/2162241639/image_2162241639.jpg","relate_stocks":{"LU0052750758.USD":"富兰克林中国基金A Acc","LU0320764599.SGD":"FTIF - Templeton China A Acc SGD","BK4509":"腾讯概念","BYDDF":"BYD Co., Ltd.","ONVO":"Organovo Holdings Inc.","BK4588":"碎股","BK4526":"热门中概股","EVS.SI":"MSCI China Electric Vehicles and Future Mobility ETF-NikkoAM","BK4503":"景林资产持仓","BK4574":"无人驾驶","NIO.SI":"蔚来","BK4551":"寇图资本持仓","ZK":"极氪","LU0708995583.HKD":"TEMPLETON CHINA \"A\" (HKD) ACC","BK4505":"高瓴资本持仓","BK4581":"高盛持仓","09866":"蔚来-SW","BK4504":"桥水持仓","BK4099":"汽车制造商","BK4563":"昨日强势股","BK4548":"巴美列捷福持仓","BK6125":"汽车制造商","NIO":"蔚来","BK4555":"新能源车","BK4532":"文艺复兴科技持仓","BK4531":"中概回港概念","BK4585":"ETF&股票定投概念","BK4534":"瑞士信贷持仓","BK4139":"生物科技"},"source_url":"https://seekingalpha.com/article/4720998-nio-stock-onvo-gamble-could-worsen-liquidity-crunch","is_english":true,"share_image_url":"https://static.laohu8.com/5a36db9d73b4222bc376d24ccc48c8a4","article_id":"2467770782","content_text":"NIO is in a liquidity crunch with current liabilities higher than its cash balance, which could see it resort to a dilutive capital raise in the next 2 quarters.NIO’s 3-brand strategy could help boost delivery volumes, but could lead to margin contraction.I expect NIO’s losses to increase as it increases its marketing spend to drive demand for the ONVO L60, set to launch on September 19.The opening of a third factory in Q3 2025 could have a negative impact on vehicle margins and operating costs.My price target for NIO is $2.93, representing 45% downside from its current valuation.   tang90246 Last February, I was bearish on NIO Inc. (NYSE:NIO) due to its market share loss in China, its main market, its investments in the loss making battery swapping business, and lackluster expansion in the European market. Following my coverage, NIO reached a 52-week low of $3.61, before surging recently on the back of its Q2 earnings that were highlighted by improving margins and better cost management. Despite this, I expect the company’s losses to increase in the coming quarters due to the upcoming launch of the ONVO sub-brand’s L60 model, that targets China’s mass market, on September 19. While this endeavor could help boost delivery volumes, it would come at the expense of higher marketing costs, margin contraction, and possibly cannibalizing ES6 sales, NIO’s best selling model, in my opinion. Moreover, I expect NIO to raise capital in the near future to deal with its current liabilities, which are significantly higher than its current cash balance. For these reasons, I’m reiterating my sell rating with a price target of $2.93 per share, implying 45% downside from current levels. Q2 Overview In Q2, NIO reported YoY revenue growth of 99% to $2.4 billion driven by an 118% increase in vehicle sales, and QoQ growth of 76%, also driven by an 87% increase in vehicle sales. During the quarter, NIO generated $2.2 billion from vehicle sales as it delivered a record 57,373 vehicles compared to 30,053 in Q1 2024 and 23,520 in Q2 2023. In terms of margins, NIO reported a vehicle margin of 12.2% in Q2 compared to 9.2% in Q1 and 6.2% a year ago, due to lower material costs and realizing the benefits of economies of scale during the quarter. As a result, total gross margin in Q2 was 9.7% compared to 4.9% and 1% in the prior quarter and year, respectively. Looking at NIO’s cost structure, R&D costs declined 3.8% YoY to $442.9 million, however, that represented an 11.6% QoQ increase from $396.7 million. Meanwhile, SG&A costs increased 31.5% YoY and 25.4% QoQ to $517 million due to higher personnel costs and sales and marketing activities. Despite this, R&D costs represented 18.4% of total revenue compared to 38.1% a year ago and 28.9% in Q1. Similarly, SG&A costs represented 21.5% of total revenue compared to 32.6% and 30.2% in the prior year and quarter, respectively.   Q2 Earnings Release Accordingly, NIO reported an operating margin of -29.9% in Q2, a significant improvement from -69.2% a year ago and -54.4% in Q1. For Q3, NIO expects deliveries to be between 61-63 thousand and revenues between $2.63-$2.7 billion, representing YoY growth between 0.2-3.2%. Liquidity Concerns At the end of Q2, NIO had $5.7 billion in cash, restricted cash, short-term investments, and long-term time deposits, compared to $6.3 billion at the end of Q1 and $8.1 billion at the end of Q4 2023, meaning that NIO’s cash burn during the quarter was around $600 million. At this rate, NIO should have enough cash to last 9 quarters. However, it should be noted that the company has more than $6.9 billion in current liabilities which must be paid within 1 year. In comparison, the company has short-term liquidity of only $5.5 billion and total liquidity of $6.25 billion.       Cash $3,392,295,000   Restricted Cash $507,663,000   ST Investments $1,598,439,000   ST Liquidity $5,498,397,000   LT Restricted Cash $13,777,000   LT Investments $739,756,000   LT Liquidity $753,533,000   Total Liquidity $6,251,930,000   Click to enlarge Based on NIO’s available short-term liquidity, it has a $1.4 billion liquidity gap to fulfill its current liabilities. As such, I expect NIO to raise capital either in Q4 2024 or Q1 2025, which would be extremely dilutive to its shareholders. At the current share price of $5.28, raising $1.4 billion would entail the issuance of more than 265.7 million shares, which would increase its outstanding shares by 13%. That said, NIO is set to launch the first model under its new sub-brand, ONVO, later this month and intends to launch another sub-brand, Firefly, next year, which could see NIO’s sales and marketing spend increase in the coming quarters, as I will discuss later in the article. As such, I believe NIO needs a cash injection of at least $3 billion in order to pay its current liabilities and continue funding its operations. This would result in NIO’s outstanding shares increasing by 28% at the current share price.       OS 2,049,836,045   Share Price $5.28   Forecasted Capital Raise $3,000,000,000   Potential Dilution 568,181,818   Dilution % 28%   Click to enlarge In my opinion, NIO is likely to receive these funds from Abu Dhabi-based CYVN Holdings, which already owns a 20.1% stake in the company following its nearly $3 billion investments in NIO last year. I believe that could be the case due to CYVN’s interest in maintaining its ownership position in the company since such a capital raise would significantly dilute its stake. As is, CYVN is entitled to nominate 2 directors to the company’s board as long as it owns more than 15% of NIO’s outstanding shares. The ONVO Drag Since its inception, NIO has been mainly focused on offering premium EVs with a starting price of more than RMB 300 thousand. However, the company is now attempting to penetrate the Chinese mass market with 2 new sub-brands. The first sub-brand, ONVO, is set to launch its first model the L60 on September 19, and the company plans to release a new model every year. At the same time, NIO plans to start deliveries of its second new sub-brand with the codename Firefly, in 2025. According to NIO’s strategy, models under the ONVO sub-brand will have an ASP ranging between RMB 200-300 thousand. Meanwhile, models under the Firefly sub-brand will have an ASP ranging between RMB 100-200 thousand. In this way, NIO would be able to offer EVs ranging from RMB 100-800 thousand across its 3 brands. Although this endeavor could boost NIO’s deliveries, I believe it will be a headwind to the company’s margins and bottom line. In the Q2 earnings call, management shared that ONVO deliveries will be minimal in Q3 and will ramp up to reach near 10 thousand per month in December and 20 thousand per month sometime in 2025. Meanwhile, CEO William Li previously shared that ONVO will start contributing positively to NIO’s “P&L” when it reaches a sales volume of 20 thousand units per month. Accordingly, I expect NIO’s vehicle margin to contract significantly starting Q4 until ONVO reaches the targeted sales volume, as until then, it’s likely that NIO will realize a negative margin on ONVO sales. Even then, I don’t expect NIO’s vehicle margin to improve until the NIO brand reaches a sales volume of 40 thousand per month, due to the lower margins of the ONVO sub-brand since its ASP is much lower than the ASP of the NIO brand. As is, management shared their long-term margin targets for each brand, with 25% for the NIO brand from 40 thousand deliveries per month, and 15% for the ONVO brand without stating the sales volume required to reach this target. Moreover, NIO’s vehicle margin could further contract when it launches the first model under the Firefly sub-brand which will have an ASP between RMB 100-200 thousand. Given that management is forecasting ONVO’s long-term margins at 15%, Firefly is very likely to have an even lower margin, which I estimate to be around 10% in the best case. When combining these factors with NIO’s service segment, which is yet to post a positive gross margin, I don’t see a scenario where NIO’s overall gross margins significantly improve than the 9.7% reported in Q2. Another reason why I expect NIO’s margins to contract is ONVO’s L60 potential to cannibalize sales of NIO’s best-selling model, ES6, due to the similarities between both vehicles. At the end of July, NIO’s cumulative deliveries were 557,518, including 219,422 for the ES6 alone, meaning that the ES6 is responsible for 39.4% of NIO’s total deliveries since its inception. Looking at both vehicles’ specs, the entry level ES6 boasts a CLTC range of 450-500 KM with dimensions of 4,854 mm*1,995 mm*1,703 mm, and a trunk size of 579 L. In comparison, the ONVO L60 will come in 3 range variants:  Standard range with 555 KM. Long range with 730 KM. Extra Long Range with 1000+ KM.  The ONVO L60 also has dimensions of 4828 mm*1930 mm*1616 mm, which is somewhat similar to the ES6. The only major differences between both vehicles are technology, trunk size, since the ONVO L60 doesn’t have a trunk, and price. While the entry level ES6 has an ASP of RMB 338 thousand, the ONVO L60 will have an ASP of RMB 219.9 thousand, 35% cheaper than the ES6. I believe the significant price difference and the minimal difference in value proposition between both models could be a factor contributing to ONVO L60 cannibalizing ES6 sales in China due to the nature of the Chinese consumer. It is well known that Chinese consumers are value oriented, meaning that they are more concerned with getting the best value for their money. This view is supported by insights from Premia Partners, which shows that frugality has become a trend among young Chinese consumers, the main driving force of China’s consumer market. In that case, NIO’s vehicle margins could deteriorate significantly as this scenario would see the company’s revenue per vehicle decline due to the significant price difference between the L60 and the ES6. This would be concerning for NIO, in my opinion, since its revenue per vehicle has been constantly falling as it stood at RMB 273.3 thousand in Q2 compared to RMB 305.5 thousand in the prior year and RMB 278.9 thousand in Q1.         Period Q2 24 Q1 24 Q2 23   Deliveries 57,373 30,053 23,520   Vehicle Rev RMB¥15,679,623,000 RMB¥8,381,318,000 RMB¥7,185,214,000   Rev/Del RMB¥273,293 RMB¥278,885 RMB¥305,494   Click to enlarge In addition to potential margin contraction, NIO could see its operating costs, mainly SG&A, due to potentially higher marketing costs to stimulate demand for the ONVO sub-brand. In Q2, NIO’s delivery growth of 144% and 91% YoY and QoQ, respectively, was mainly driven by higher marketing spend of 31.5% and 25.4% YoY and QoQ, respectively. The company cited in the Q2 earnings call that the QoQ increase in SG&A was a direct result of higher marketing spend following the launch of the new ES6 model and other products in March and April. With the company now launching a new sub-brand, I expect its marketing spend to grow at a higher rate as the ONVO brand isn’t as recognizable as the NIO brand. Therefore, the company would have to increase its marketing spend to build awareness of the ONVO brand, establish a brand identity, and attract customers. The same will also apply when NIO launches its second sub-brand, Firefly, next year, which means that it might be on track to incur high SG&A costs over the coming 6 quarters at least. NIO’s SG&A costs will also be impacted by the upgrade of its F2 factory to double shifts to support the production of L60, with the upgrade expected to be completed later this month or early October, per management in the Q2 earnings call. The company also expects to start production in its third factory by Q3 2025, which will impact both vehicle margins and SG&A costs. In terms of margins, producing vehicles in 3 factories would increase NIO’s fixed costs such as utilities and maintenance, which will be a drag on margins until NIO is able to operate at full capacity. In terms of operating costs, producing vehicles in 3 factories will certainly lead to more costs related to hiring additional labor, managers, engineers, and technicians. When combining these factors with NIO’s margins potentially contracting due to the new sub-brands, the company could realize more losses until it is able to produce and sell vehicles at an optimum level which may take years to materialize. Considering the company’s liquidity position, NIO might have to resort to additional dilutive capital raises in the future to fund its operations, especially since it appears to be far from generating any profits or cash flow. Valuation With $4.99 billion in cash and $4.56 billion in debt, NIO has an EV of nearly $10.4 billion at its current share price of $5.28. Given that the consensus revenue estimate for the company in FY 2024 is $9.82 billion, the stock would be trading at an EV/sales multiple of 1.06.       OS 2,049,836,045   Share Price $5.28   Market Cap $10,823,134,317.60   Cash $4,990,734,000   Debt $4,558,006,000   EV $10,390,406,318   Revenue Estimates $9,820,000,000   EV/Sales 1.06   Click to enlarge In comparison, Chinese EV makers Li Auto (LI), BYD (OTCPK:BYDDF), and Zeekr (ZK) are trading at the following EV/sales multiples.       Company EV/Sales   LI 0.41   BYDDF 0.94   ZK 0.35   Average 0.57   Click to enlarge By using the average EV/sales multiple of NIO’s competitors, my price target for the stock is $2.93 per share, implying 45% downside from its current valuation.      NIO Price Target  Projected Sales $9,820,000,000   Target EV/Sales 0.57   Implied EV $5,564,666,667   Net Cash $432,728,000   Equity Value $5,997,394,667   OS 2,049,836,045   Price Target $2.93   Share Price $5.28   Downside -45%   Click to enlarge Technical Analysis   TrendSpider Looking at NIO’s daily chart, the stock has been in a downtrend since August 2023 and started forming a descending triangle pattern last April. Following the company’s Q2 earnings results, NIO broke out of the downtrend, the descending triangle pattern, and the upper Bollinger band, a sign of high volatility. That said, the stock has failed to break through a key resistance level, the 200 EMA, with the RSI regulating, which can be a sign of the stock losing momentum. Therefore, I recommend waiting for a break of the 9 EMA support level for investors looking to enter a short position as breaking this support level could see the stock test the 0.618 Fibonacci retracement level near $4.4 and potentially the $3.66 support in the near-term. Upside Risks Risks to my thesis include NIO receiving non-dilutive funding to deal with its current liabilities either through debt financing or receiving a bailout from the Chinese government similar to the $1.4 billion injection it received from the municipal government of Hefei in 2020. Another risk to consider is NIO perfecting its 3-brand strategy by gaining significant market share in China’s mass market through ONVO and Firefly. In that case, NIO could grow its topline rapidly and expand its vehicle margins which would help offset the expected increase in operating costs, possibly leading to improved bottom line performance. Conclusion While NIO’s Q2 earnings showed signs of disciplined cost management, I remain bearish on the stock due to the company’s liquidity concerns, as well as potential vehicle margin contraction and higher losses. The company’s cash balance is insufficient to pay off its current liabilities, and with the launch of the ONVO L60 on September 19, NIO is very likely to increase its marketing spend in the coming quarters to drive demand for the new sub-brand. Moreover, the L60 might have negative margins until it reaches a sales volume of 20 thousand per month, the target set for the new sub-brand to start contributing positively to “P&L”, per CEO William Li. The L60 could also cannibalize sales of NIO’s best-selling model, ES6, due to the similarities between the 2 models, especially as the L60 is 35% cheaper than the ES6, which would negatively impact NIO’s margins. In light of these factors, I’m reiterating my sell rating for NIO with a price target of $2.93, representing 45% downside from current levels.  Editor's Note: This article discusses one or more securities that do not trade on a major U.S. exchange. Please be aware of the risks associated with these stocks.","news_type":1},"isVote":1,"tweetType":1,"viewCount":346,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"EN","totalScore":0},{"id":347745114927136,"gmtCreate":1725922334948,"gmtModify":1725922337962,"author":{"id":"3584079457608282","authorId":"3584079457608282","name":"FGP","avatar":"https://community-static.tradeup.com/news/4f96275867e9fcc09f90747c0edcd143","crmLevel":9,"crmLevelSwitch":1,"followedFlag":false,"idStr":"3584079457608282","authorIdStr":"3584079457608282"},"themes":[],"htmlText":"💤&nbsp;","listText":"💤&nbsp;","text":"💤","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":0,"commentSize":0,"repostSize":0,"link":"https://ttm.financial/post/347745114927136","repostId":"2466498111","repostType":2,"isVote":1,"tweetType":1,"viewCount":220,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"EN","totalScore":0},{"id":323539672571960,"gmtCreate":1720014634574,"gmtModify":1720014639168,"author":{"id":"3584079457608282","authorId":"3584079457608282","name":"FGP","avatar":"https://community-static.tradeup.com/news/4f96275867e9fcc09f90747c0edcd143","crmLevel":9,"crmLevelSwitch":1,"followedFlag":false,"idStr":"3584079457608282","authorIdStr":"3584079457608282"},"themes":[],"htmlText":"💤 💤 💤&nbsp;","listText":"💤 💤 💤&nbsp;","text":"💤 💤 💤","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":1,"commentSize":0,"repostSize":0,"link":"https://ttm.financial/post/323539672571960","repostId":"1155627702","repostType":2,"repost":{"id":"1155627702","kind":"news","pubTimestamp":1719978763,"share":"https://ttm.financial/m/news/1155627702?lang=&edition=fundamental","pubTime":"2024-07-03 11:52","market":"us","language":"en","title":"NIO: Growth At All Costs May Not Last","url":"https://stock-news.laohu8.com/highlight/detail?id=1155627702","media":"seekingalpha","summary":"NIO's stock rallied significantly yesterday after inspiring Q2 delivery numbers, which more than doubled.The company's financial performance suggests that management prioritizes growth at all costs, w","content":"<html><head></head><body><ul style=\"\"><li><p>NIO&#39;s stock rallied significantly yesterday after inspiring Q2 delivery numbers, which more than doubled.</p></li><li><p>The company&#39;s financial performance suggests that management prioritizes growth at all costs, which is unsustainable and harmful to shareholders in the long term.</p></li><li><p>Valuation analysis suggests NIO&#39;s stock is overvalued, fair share price estimated at $1.36.</p></li></ul><h2 id=\"id_4142055286\" style=\"text-align: left;\">Introduction</h2><p style=\"text-align: left;\">I remain bearish about NIO (NYSE:NIO) and want to reiterate my &#39;Strong Sell&#39; rating for the stock. The stock declined by 2.4% since my previous thesis. My previous thesis could have looked even better, but the stock gained more than 6% yesterday after positive Q2 deliveries data. NIO&#39;s latest deliveries report is really impressive with sales more than doubling in Q2. On the other hand, this growth might be unsustainable because it looks like a &#39;growth at all costs&#39;. I think so because Q1 financial performance was quite disappointing with soaring cash burn. NIO&#39;s profitability metrics are way behind its closest rivals, which also underscores prioritizing &#39;growth at all costs&#39;. I expect more dilution soon, which will probably make NIO&#39;s unattractive valuation look even worse. Considering all these factors, I believe that NIO&#39;s yesterday rally was more a &#39;dead cat bounce&#39; rather than a sustainable rebound.</p><h2 id=\"id_2841942455\" style=\"text-align: left;\">Fundamental analysis</h2><p style=\"text-align: left;\">The most fresh fundamental information about NIO is its Q2 2024 deliveries. The quarter&#39;s deliveries totaled 57,373 vehicles, increasing by 144% YoY. The increase is impressive, the market reacted by showing a big intraday rally. NIO&#39;s Q2 deliveries growth outperformed its closest rivals like Li Auto (LI) and XPeng (XPEV). On the other hand, Li Auto&#39;s deliveries are twice as high as NIO&#39;s. Growing against larger numbers is usually more difficult.</p><p style=\"text-align: left;\">NIO delivered a total of 87,426 during the first half of 2024, compared to 54,561 units in H1 2023. The increase is 60%. According to the last November&#39;s information, NIO&#39;s target for the full year is 230,000 units. With that being said, NIO needs to deliver 142,574 cars in H2 2024. Thus, NIO should demonstrate a 35% increase in deliveries during the second half of the year. This looks doable considering strong growth momentum of the Q2.</p><p style=\"text-align: left;\"></p><p class=\"t-img-caption\"><img src=\"https://community-static.tradeup.com/news/1b02cacd30c04fea262e535d1a7e1741\" alt=\"NIO PL\" title=\"NIO PL\" tg-width=\"640\" tg-height=\"651\"/><span>NIO PL</span></p><p style=\"text-align: left;\"></p><p style=\"text-align: left;\">Despite the impressive growth in the volume of cars sold, NIO&#39;s financial performance is not improving. Of course, we do not have Q2 earnings yet, but financial metrics of Q1 were disappointing. The operating margin dipped below -50% and it was much weaker both compared YoY and QoQ. As a result, NIO&#39;s outstanding cash balance decreased by around $1.7 billion sequentially. The company&#39;s balance sheet continues shrinking at a notable speed. This will likely lead to the issuing of new shares, and the recent stability in the number of shares outstanding will be disrupted.</p><p style=\"text-align: left;\"></p><p class=\"t-img-caption\"><img src=\"https://community-static.tradeup.com/news/aeade29223fd17c2498ae5809a29679c\" alt=\"Chart\" title=\"Chart\" tg-width=\"635\" tg-height=\"424\"/><span>Chart</span></p><p style=\"text-align: left;\"></p><p style=\"text-align: left;\">NIO&#39;s impressive H1 deliveries growth was likely achieved with a &#39;growth at all costs&#39; strategy. I made this conclusion by comparing the company&#39;s profitability metrics with rivals. NIO&#39;s profitability still looks poor compared to LI and XPEV. Comparing with Li might be unfair due to the big gap in scales of these two companies. However, XPEV delivers less cars than NIO and its profitability metrics look better.</p><p style=\"text-align: left;\"></p><p class=\"t-img-caption\"><img src=\"https://community-static.tradeup.com/news/3d990241a6071c87946aa9215f6a1955\" alt=\"NIO vs competitios\" title=\"NIO vs competitios\" tg-width=\"640\" tg-height=\"355\"/><span>NIO vs competitios</span></p><p style=\"text-align: left;\"></p><p style=\"text-align: left;\">NIO&#39;s revenue per employee is two times lower than Li&#39;s and 25% lower compared to XPEV. This indicates that NIO does not prioritize efficient and profitable growth, which is not a sustainable approach to building value for shareholders.</p><p style=\"text-align: left;\">The management did not announce exact global expansion plans, but opening &#39;NIO houses&#39; across Europe suggests that they had ambitious plans in this direction. The recent introduction of additional tariffs on Chinese EVs by the EU is a serious fundamental headwind for NIO&#39;s plans to expand internationally. Expansion to the U.S. market already looks impossible for Chinese EVs after Joe Biden introduced a 100% tariff.</p><h2 id=\"id_808253151\" style=\"text-align: left;\">Valuation analysis</h2><p style=\"text-align: left;\">I use the discounted cash flow (&#39;DCF&#39;) approach to update my valuation analysis for NIO. I use a 12% WACC, as recommended by Finbox. I rely on the FY 2024 revenue consensus forecast of $9.38 billion and use a linear 17.15% CAGR for 2025-2028.</p><p style=\"text-align: left;\"></p><p class=\"t-img-caption\"><img src=\"https://community-static.tradeup.com/news/69d6e48f810a92d169d2699bbc204dd6\" alt=\"Tesla&#39;s CF\" title=\"Tesla&#39;s CF\" tg-width=\"640\" tg-height=\"308\"/><span>Tesla&#39;s CF</span></p><p style=\"text-align: left;\"></p><p style=\"text-align: left;\">NIO is still not profitable and the level of uncertainty regarding the free cash flow margin is very high. However, Tesla (TSLA) first achieved sustainable positive FCF starting in FY 2019 (please see above) when it had already surpassed $20 billion in revenue. Therefore, I assume that to generate at least 1% in FCF, the company must surpass $15 billion in revenue. Therefore, I expect NIO to start generating positive FCF no earlier than FY 2027, with a slow expansion. According to Seeking Alpha, there are 2.07 billion outstanding NIO shares at the moment. I project a 4% constant growth rate because NIO operates in an industry that enjoys solid positive secular transitions.</p><p style=\"text-align: left;\"></p><p class=\"t-img-caption\"><img src=\"https://community-static.tradeup.com/news/5220e9785a156463a5065edb1306a132\" alt=\"NIO valuation\" title=\"NIO valuation\" tg-width=\"640\" tg-height=\"303\"/><span>NIO valuation</span></p><p style=\"text-align: left;\">The fair share price is $1.36, three times lower than yesterday&#39;s closing price. This financial model is very sensitive to changes in constant growth rate. However, even upgrading the rate to unrealistic 8% does not make NIO&#39;s stock attractively valued. Therefore, I do not find NIO&#39;s valuation attractive at all.</p><p style=\"text-align: left;\"></p><p class=\"t-img-caption\"><img src=\"https://community-static.tradeup.com/news/7931c3699c50a96d4578d05b5c5dc05d\" alt=\"KM\" title=\"KM\" tg-width=\"640\" tg-height=\"303\"/><span>KM</span></p><p style=\"text-align: left;\"></p><h2 id=\"id_3460249774\" style=\"text-align: left;\">Mitigating factors</h2><p style=\"text-align: left;\">NIO&#39;s current &#39;growth at all costs&#39; approach might be temporary. The management might prioritize this method for a limited time period just to gain momentum and gain popularity. This will help in expanding the company&#39;s market share and building brand loyalty. Once these goals are achieved, NIO might start aggressive cost-cutting to improve its profitability profile. However, it is quite a risky strategy because the competition is intensifying as more legacy automakers introduce plans to expand their all-electric models. Therefore, the possibility of such a scenario is quite low.</p><h2 id=\"id_3766739004\" style=\"text-align: left;\">Conclusion</h2><p style=\"text-align: left;\">I do not believe in the sustainability of NIO&#39;s yesterday rally. The Q2 deliveries look impressive without looking at financial performance. However, peer analysis of profitability metrics together with recent historical trends suggest that NIO switched its approach to &#39;growth at all costs&#39; which is unsustainable. The cash burn problem cannot be over-estimated and there will highly likely be more dilution soon. My fair share price estimate is much lower than the last close. All these factors make me reiterate a &#39;Strong sell&#39; rating for NIO.</p></body></html>","source":"seekingalpha","collect":0,"html":"<!DOCTYPE html>\n<html>\n<head>\n<meta http-equiv=\"Content-Type\" content=\"text/html; charset=utf-8\" />\n<meta name=\"viewport\" content=\"width=device-width,initial-scale=1.0,minimum-scale=1.0,maximum-scale=1.0,user-scalable=no\"/>\n<meta name=\"format-detection\" content=\"telephone=no,email=no,address=no\" />\n<title>NIO: Growth At All Costs May Not Last</title>\n<style type=\"text/css\">\na,abbr,acronym,address,applet,article,aside,audio,b,big,blockquote,body,canvas,caption,center,cite,code,dd,del,details,dfn,div,dl,dt,\nem,embed,fieldset,figcaption,figure,footer,form,h1,h2,h3,h4,h5,h6,header,hgroup,html,i,iframe,img,ins,kbd,label,legend,li,mark,menu,nav,\nobject,ol,output,p,pre,q,ruby,s,samp,section,small,span,strike,strong,sub,summary,sup,table,tbody,td,tfoot,th,thead,time,tr,tt,u,ul,var,video{ font:inherit;margin:0;padding:0;vertical-align:baseline;border:0 }\nbody{ font-size:16px; line-height:1.5; color:#999; background:transparent; }\n.wrapper{ overflow:hidden;word-break:break-all;padding:10px; }\nh1,h2{ font-weight:normal; line-height:1.35; margin-bottom:.6em; }\nh3,h4,h5,h6{ line-height:1.35; margin-bottom:1em; }\nh1{ font-size:24px; }\nh2{ font-size:20px; }\nh3{ font-size:18px; }\nh4{ font-size:16px; }\nh5{ font-size:14px; }\nh6{ font-size:12px; }\np,ul,ol,blockquote,dl,table{ margin:1.2em 0; }\nul,ol{ margin-left:2em; }\nul{ list-style:disc; }\nol{ list-style:decimal; }\nli,li p{ margin:10px 0;}\nimg{ max-width:100%;display:block;margin:0 auto 1em; }\nblockquote{ color:#B5B2B1; border-left:3px solid #aaa; padding:1em; }\nstrong,b{font-weight:bold;}\nem,i{font-style:italic;}\ntable{ width:100%;border-collapse:collapse;border-spacing:1px;margin:1em 0;font-size:.9em; }\nth,td{ padding:5px;text-align:left;border:1px solid #aaa; }\nth{ font-weight:bold;background:#5d5d5d; }\n.symbol-link{font-weight:bold;}\n/* header{ border-bottom:1px solid #494756; } */\n.title{ margin:0 0 8px;line-height:1.3;color:#ddd; }\n.meta {color:#5e5c6d;font-size:13px;margin:0 0 .5em; }\na{text-decoration:none; color:#2a4b87;}\n.meta .head { display: inline-block; overflow: hidden}\n.head .h-thumb { width: 30px; height: 30px; margin: 0; padding: 0; border-radius: 50%; float: left;}\n.head .h-content { margin: 0; padding: 0 0 0 9px; float: left;}\n.head .h-name {font-size: 13px; color: #eee; margin: 0;}\n.head .h-time {font-size: 11px; color: #7E829C; margin: 0;line-height: 11px;}\n.small {font-size: 12.5px; display: inline-block; transform: scale(0.9); -webkit-transform: scale(0.9); transform-origin: left; -webkit-transform-origin: left;}\n.smaller {font-size: 12.5px; display: inline-block; transform: scale(0.8); -webkit-transform: scale(0.8); transform-origin: left; -webkit-transform-origin: left;}\n.bt-text {font-size: 12px;margin: 1.5em 0 0 0}\n.bt-text p {margin: 0}\n</style>\n</head>\n<body>\n<div class=\"wrapper\">\n<header>\n<h2 class=\"title\">\nNIO: Growth At All Costs May Not Last\n</h2>\n\n<h4 class=\"meta\">\n\n\n2024-07-03 11:52 GMT+8&nbsp;&nbsp;&nbsp;<a href=https://seekingalpha.com/article/4701957-nio-stock-q2-deliveries-growth-at-all-costs-may-not-last-maintain-sell?source=first_level_url%3Atrending-analysis%7Ccontent_type%3Aall%7Csection%3Acontent%7Cline%3A4><strong>seekingalpha</strong></a>\n\n\n</h4>\n\n</header>\n<article>\n<div>\n<p>NIO's stock rallied significantly yesterday after inspiring Q2 delivery numbers, which more than doubled.The company's financial performance suggests that management prioritizes growth at all costs, ...</p>\n\n<a href=\"https://seekingalpha.com/article/4701957-nio-stock-q2-deliveries-growth-at-all-costs-may-not-last-maintain-sell?source=first_level_url%3Atrending-analysis%7Ccontent_type%3Aall%7Csection%3Acontent%7Cline%3A4\">Web Link</a>\n\n</div>\n\n\n</article>\n</div>\n</body>\n</html>\n","type":0,"thumbnail":"","relate_stocks":{"09866":"蔚来-SW","NIO.SI":"蔚来","NIO":"蔚来"},"source_url":"https://seekingalpha.com/article/4701957-nio-stock-q2-deliveries-growth-at-all-costs-may-not-last-maintain-sell?source=first_level_url%3Atrending-analysis%7Ccontent_type%3Aall%7Csection%3Acontent%7Cline%3A4","is_english":true,"share_image_url":"https://static.laohu8.com/5a36db9d73b4222bc376d24ccc48c8a4","article_id":"1155627702","content_text":"NIO's stock rallied significantly yesterday after inspiring Q2 delivery numbers, which more than doubled.The company's financial performance suggests that management prioritizes growth at all costs, which is unsustainable and harmful to shareholders in the long term.Valuation analysis suggests NIO's stock is overvalued, fair share price estimated at $1.36.IntroductionI remain bearish about NIO (NYSE:NIO) and want to reiterate my 'Strong Sell' rating for the stock. The stock declined by 2.4% since my previous thesis. My previous thesis could have looked even better, but the stock gained more than 6% yesterday after positive Q2 deliveries data. NIO's latest deliveries report is really impressive with sales more than doubling in Q2. On the other hand, this growth might be unsustainable because it looks like a 'growth at all costs'. I think so because Q1 financial performance was quite disappointing with soaring cash burn. NIO's profitability metrics are way behind its closest rivals, which also underscores prioritizing 'growth at all costs'. I expect more dilution soon, which will probably make NIO's unattractive valuation look even worse. Considering all these factors, I believe that NIO's yesterday rally was more a 'dead cat bounce' rather than a sustainable rebound.Fundamental analysisThe most fresh fundamental information about NIO is its Q2 2024 deliveries. The quarter's deliveries totaled 57,373 vehicles, increasing by 144% YoY. The increase is impressive, the market reacted by showing a big intraday rally. NIO's Q2 deliveries growth outperformed its closest rivals like Li Auto (LI) and XPeng (XPEV). On the other hand, Li Auto's deliveries are twice as high as NIO's. Growing against larger numbers is usually more difficult.NIO delivered a total of 87,426 during the first half of 2024, compared to 54,561 units in H1 2023. The increase is 60%. According to the last November's information, NIO's target for the full year is 230,000 units. With that being said, NIO needs to deliver 142,574 cars in H2 2024. Thus, NIO should demonstrate a 35% increase in deliveries during the second half of the year. This looks doable considering strong growth momentum of the Q2.NIO PLDespite the impressive growth in the volume of cars sold, NIO's financial performance is not improving. Of course, we do not have Q2 earnings yet, but financial metrics of Q1 were disappointing. The operating margin dipped below -50% and it was much weaker both compared YoY and QoQ. As a result, NIO's outstanding cash balance decreased by around $1.7 billion sequentially. The company's balance sheet continues shrinking at a notable speed. This will likely lead to the issuing of new shares, and the recent stability in the number of shares outstanding will be disrupted.ChartNIO's impressive H1 deliveries growth was likely achieved with a 'growth at all costs' strategy. I made this conclusion by comparing the company's profitability metrics with rivals. NIO's profitability still looks poor compared to LI and XPEV. Comparing with Li might be unfair due to the big gap in scales of these two companies. However, XPEV delivers less cars than NIO and its profitability metrics look better.NIO vs competitiosNIO's revenue per employee is two times lower than Li's and 25% lower compared to XPEV. This indicates that NIO does not prioritize efficient and profitable growth, which is not a sustainable approach to building value for shareholders.The management did not announce exact global expansion plans, but opening 'NIO houses' across Europe suggests that they had ambitious plans in this direction. The recent introduction of additional tariffs on Chinese EVs by the EU is a serious fundamental headwind for NIO's plans to expand internationally. Expansion to the U.S. market already looks impossible for Chinese EVs after Joe Biden introduced a 100% tariff.Valuation analysisI use the discounted cash flow ('DCF') approach to update my valuation analysis for NIO. I use a 12% WACC, as recommended by Finbox. I rely on the FY 2024 revenue consensus forecast of $9.38 billion and use a linear 17.15% CAGR for 2025-2028.Tesla's CFNIO is still not profitable and the level of uncertainty regarding the free cash flow margin is very high. However, Tesla (TSLA) first achieved sustainable positive FCF starting in FY 2019 (please see above) when it had already surpassed $20 billion in revenue. Therefore, I assume that to generate at least 1% in FCF, the company must surpass $15 billion in revenue. Therefore, I expect NIO to start generating positive FCF no earlier than FY 2027, with a slow expansion. According to Seeking Alpha, there are 2.07 billion outstanding NIO shares at the moment. I project a 4% constant growth rate because NIO operates in an industry that enjoys solid positive secular transitions.NIO valuationThe fair share price is $1.36, three times lower than yesterday's closing price. This financial model is very sensitive to changes in constant growth rate. However, even upgrading the rate to unrealistic 8% does not make NIO's stock attractively valued. Therefore, I do not find NIO's valuation attractive at all.KMMitigating factorsNIO's current 'growth at all costs' approach might be temporary. The management might prioritize this method for a limited time period just to gain momentum and gain popularity. This will help in expanding the company's market share and building brand loyalty. Once these goals are achieved, NIO might start aggressive cost-cutting to improve its profitability profile. However, it is quite a risky strategy because the competition is intensifying as more legacy automakers introduce plans to expand their all-electric models. Therefore, the possibility of such a scenario is quite low.ConclusionI do not believe in the sustainability of NIO's yesterday rally. The Q2 deliveries look impressive without looking at financial performance. However, peer analysis of profitability metrics together with recent historical trends suggest that NIO switched its approach to 'growth at all costs' which is unsustainable. The cash burn problem cannot be over-estimated and there will highly likely be more dilution soon. My fair share price estimate is much lower than the last close. All these factors make me reiterate a 'Strong sell' rating for NIO.","news_type":1},"isVote":1,"tweetType":1,"viewCount":248,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"EN","totalScore":0},{"id":317683321614352,"gmtCreate":1718598542564,"gmtModify":1718598546849,"author":{"id":"3584079457608282","authorId":"3584079457608282","name":"FGP","avatar":"https://community-static.tradeup.com/news/4f96275867e9fcc09f90747c0edcd143","crmLevel":9,"crmLevelSwitch":1,"followedFlag":false,"idStr":"3584079457608282","authorIdStr":"3584079457608282"},"themes":[],"htmlText":"Thank you to all shareholders of TSLA and also to all Tesla owners, you all are the best 🤩","listText":"Thank you to all shareholders of TSLA and also to all Tesla owners, you all are the best 🤩","text":"Thank you to all shareholders of TSLA and also to all Tesla owners, you all are the best 🤩","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":0,"commentSize":0,"repostSize":0,"link":"https://ttm.financial/post/317683321614352","repostId":"2443976177","repostType":4,"repost":{"id":"2443976177","kind":"highlight","pubTimestamp":1718595252,"share":"https://ttm.financial/m/news/2443976177?lang=&edition=fundamental","pubTime":"2024-06-17 11:34","market":"sh","language":"en","title":"Elon Musk’s Pay Package Dwarfs Median CEO Compensation","url":"https://stock-news.laohu8.com/highlight/detail?id=2443976177","media":"seekingalpha","summary":"Tesla’s (NASDAQ:TSLA) shareholders on Thursday voted to restore Chief Executive Elon Musk's 10-year pay plan, valued at $44.9 billion by the electric-vehicle maker in April.  The record-setting sum dw","content":"<html><body><p>Tesla’s (<span>NASDAQ:TSLA</span>) shareholders on Thursday voted to restore Chief Executive Elon Musk's 10-year pay plan, valued at $44.9 billion by the electric-vehicle maker in April. </p> <p>The record-setting sum dwarfs the median compensation for CEOs of the biggest publicly traded U.S. corporations. Last year, their pay was<span> about 200 times more than the median amount for a worker at their respective companies, the Associated Press reported.</span></p> <p>The highest-paid CEO last year was Hock Tan, head of artificial intelligence company Broadcom (AVGO), with a pay package valued at $162 million at the start of 2023. Because his compensation mostly consisted of stock awards, its value ballooned to $767.7 million in March as Broadcom’s (AVGO) share price hit a record high, according to the AP’s analysis.</p> <p>Other top-paid CEOs were William Lansing of Fair Isaac (FICO) at $66.3 million; Tim Cook of Apple (AAPL) at $63.2 million; Hamid Moghadam of Prologis (PLD) at $50.9 million; and Ted Sarandos, co-CEO of Netflix (NFLX), at $49.8 million.</p> <p>The median pay package last year for a CEO of an S&amp;P 500 company was $16.3 million, the AP reported, citing data analyzed by benchmarking firm Equilar.</p> <p>Despite Tesla's (TSLA) shareholder vote, Musk and the company still face legal opposition to the stock-option deal. The shareholder vote also is being challenged in court.</p> </body></html>","source":"seekingalpha","collect":0,"html":"<!DOCTYPE html>\n<html>\n<head>\n<meta http-equiv=\"Content-Type\" content=\"text/html; charset=utf-8\" />\n<meta name=\"viewport\" content=\"width=device-width,initial-scale=1.0,minimum-scale=1.0,maximum-scale=1.0,user-scalable=no\"/>\n<meta name=\"format-detection\" content=\"telephone=no,email=no,address=no\" />\n<title>Elon Musk’s Pay Package Dwarfs Median CEO Compensation</title>\n<style type=\"text/css\">\na,abbr,acronym,address,applet,article,aside,audio,b,big,blockquote,body,canvas,caption,center,cite,code,dd,del,details,dfn,div,dl,dt,\nem,embed,fieldset,figcaption,figure,footer,form,h1,h2,h3,h4,h5,h6,header,hgroup,html,i,iframe,img,ins,kbd,label,legend,li,mark,menu,nav,\nobject,ol,output,p,pre,q,ruby,s,samp,section,small,span,strike,strong,sub,summary,sup,table,tbody,td,tfoot,th,thead,time,tr,tt,u,ul,var,video{ font:inherit;margin:0;padding:0;vertical-align:baseline;border:0 }\nbody{ font-size:16px; line-height:1.5; color:#999; background:transparent; }\n.wrapper{ overflow:hidden;word-break:break-all;padding:10px; }\nh1,h2{ font-weight:normal; line-height:1.35; margin-bottom:.6em; }\nh3,h4,h5,h6{ line-height:1.35; margin-bottom:1em; }\nh1{ font-size:24px; }\nh2{ font-size:20px; }\nh3{ font-size:18px; }\nh4{ font-size:16px; }\nh5{ font-size:14px; }\nh6{ font-size:12px; }\np,ul,ol,blockquote,dl,table{ margin:1.2em 0; }\nul,ol{ margin-left:2em; }\nul{ list-style:disc; }\nol{ list-style:decimal; }\nli,li p{ margin:10px 0;}\nimg{ max-width:100%;display:block;margin:0 auto 1em; }\nblockquote{ color:#B5B2B1; border-left:3px solid #aaa; padding:1em; }\nstrong,b{font-weight:bold;}\nem,i{font-style:italic;}\ntable{ width:100%;border-collapse:collapse;border-spacing:1px;margin:1em 0;font-size:.9em; }\nth,td{ padding:5px;text-align:left;border:1px solid #aaa; }\nth{ font-weight:bold;background:#5d5d5d; }\n.symbol-link{font-weight:bold;}\n/* header{ border-bottom:1px solid #494756; } */\n.title{ margin:0 0 8px;line-height:1.3;color:#ddd; }\n.meta {color:#5e5c6d;font-size:13px;margin:0 0 .5em; }\na{text-decoration:none; color:#2a4b87;}\n.meta .head { display: inline-block; overflow: hidden}\n.head .h-thumb { width: 30px; height: 30px; margin: 0; padding: 0; border-radius: 50%; float: left;}\n.head .h-content { margin: 0; padding: 0 0 0 9px; float: left;}\n.head .h-name {font-size: 13px; color: #eee; margin: 0;}\n.head .h-time {font-size: 11px; color: #7E829C; margin: 0;line-height: 11px;}\n.small {font-size: 12.5px; display: inline-block; transform: scale(0.9); -webkit-transform: scale(0.9); transform-origin: left; -webkit-transform-origin: left;}\n.smaller {font-size: 12.5px; display: inline-block; transform: scale(0.8); -webkit-transform: scale(0.8); transform-origin: left; -webkit-transform-origin: left;}\n.bt-text {font-size: 12px;margin: 1.5em 0 0 0}\n.bt-text p {margin: 0}\n</style>\n</head>\n<body>\n<div class=\"wrapper\">\n<header>\n<h2 class=\"title\">\nElon Musk’s Pay Package Dwarfs Median CEO Compensation\n</h2>\n\n<h4 class=\"meta\">\n\n\n2024-06-17 11:34 GMT+8&nbsp;&nbsp;&nbsp;<a href=https://seekingalpha.com/news/4116502-elon-musks-pay-package-dwarfs-median-ceo-compensation><strong>seekingalpha</strong></a>\n\n\n</h4>\n\n</header>\n<article>\n<div>\n<p>Tesla’s (NASDAQ:TSLA) shareholders on Thursday voted to restore Chief Executive Elon Musk's 10-year pay plan, valued at $44.9 billion by the electric-vehicle maker in April.  The record-setting sum ...</p>\n\n<a href=\"https://seekingalpha.com/news/4116502-elon-musks-pay-package-dwarfs-median-ceo-compensation\">Web Link</a>\n\n</div>\n\n\n</article>\n</div>\n</body>\n</html>\n","type":0,"thumbnail":"","relate_stocks":{"LU0979878070.USD":"FULLERTON LUX FUNDS - ASIA ABSOLUTE ALPHA \"A\" (USD) ACC","BK4534":"瑞士信贷持仓","BK4555":"新能源车","LU2087621335.USD":"ALLSPRING GLOBAL FACTOR ENHANCED EQUITY \"A\" (USD) ACC","BK4023":"应用软件","BK4592":"伊斯兰概念","LU0061475181.USD":"THREADNEEDLE (LUX) AMERICAN \"AU\" (USD) ACC","LU0444971666.USD":"天利全球科技基金","LU0289961442.SGD":"SUSTAINABLE GLOBAL THEMATIC PORTFOLIO \"AX\" (SGD) ACC","LU0820561818.USD":"安联收益及增长平衡基金Cl AM DIS","NFLX":"奈飞","BK4585":"ETF&股票定投概念","LU1642822529.SGD":"THREADNEEDLE (LUX) GLOBAL TECHNOLOGY \"A\" (SGD) ACC","BK4576":"AR","IE0009356076.USD":"JANUS HENDERSON GLOBAL TECHNOLOGY AND INNOVATION \"A2\" (USD) ACC","BK4554":"元宇宙及AR概念","LU0289739343.SGD":"SUSTAINABLE GLOBAL THEMATIC PORTFOLIO \"A\" (SGD) ACC","BK4575":"芯片概念","LU2756315318.SGD":"ALLIANZ INCOME AND GROWTH \"AMG\" (SGDHDG) INC A","IE00B775SV38.USD":"NEUBERGER BERMAN US MULTICAP OPPORTUNITIES \"A\" (USD) ACC","AVGO":"博通","BK4550":"红杉资本持仓","LU0417517546.SGD":"Allianz US Equity Cl AT Acc SGD","BK4579":"人工智能","LU1861559042.SGD":"日兴方舟颠覆性创新基金B SGD","BK4588":"碎股","LU0053666078.USD":"摩根大通基金-美国股票A（离岸）美元","BK4507":"流媒体概念","GB00BDT5M118.USD":"天利环球扩展Alpha基金A Acc","AAPL":"苹果","LU0080751232.USD":"富达环球多元动力基金A","LU1823568750.SGD":"Fidelity Global Technology A-ACC SGD","LU0353189680.USD":"富国美国全盘成长基金Cl A Acc","IE00BBT3K403.USD":"LEGG MASON CLEARBRIDGE TACTICAL DIVIDEND INCOME \"A(USD) ACC","PLD":"安博","FICO":"Fair Isaac Corp","IE00BKDWB100.SGD":"PINEBRIDGE US LARGE CAP RESEARCH ENHANCED \"A5H\" (SGDHDG) ACC","BK4581":"高盛持仓","BK4099":"汽车制造商","BK4501":"段永平概念","TSLA":"特斯拉","IE00BMPRXN33.USD":"NEUBERGER BERMAN 5G CONNECTIVITY \"A\" (USD) ACC","BK4551":"寇图资本持仓","LU0234572021.USD":"高盛美国核心股票组合Acc","LU2237957902.USD":"NIKKO AM GLOBAL EQUITY \"F\" (USD) ACC","LU0109392836.USD":"富兰克林科技股A","SG9999004303.SGD":"Nikko AM Shenton Global Opportunities SGD","BK4511":"特斯拉概念","LU2237957811.SGD":"NIKKO AM GLOBAL EQUITY \"F\" (SGD) ACC","BK4512":"苹果概念"},"source_url":"https://seekingalpha.com/news/4116502-elon-musks-pay-package-dwarfs-median-ceo-compensation","is_english":true,"share_image_url":"https://static.laohu8.com/5a36db9d73b4222bc376d24ccc48c8a4","article_id":"2443976177","content_text":"Tesla’s (NASDAQ:TSLA) shareholders on Thursday voted to restore Chief Executive Elon Musk's 10-year pay plan, valued at $44.9 billion by the electric-vehicle maker in April.  The record-setting sum dwarfs the median compensation for CEOs of the biggest publicly traded U.S. corporations. Last year, their pay was about 200 times more than the median amount for a worker at their respective companies, the Associated Press reported. The highest-paid CEO last year was Hock Tan, head of artificial intelligence company Broadcom (AVGO), with a pay package valued at $162 million at the start of 2023. Because his compensation mostly consisted of stock awards, its value ballooned to $767.7 million in March as Broadcom’s (AVGO) share price hit a record high, according to the AP’s analysis. Other top-paid CEOs were William Lansing of Fair Isaac (FICO) at $66.3 million; Tim Cook of Apple (AAPL) at $63.2 million; Hamid Moghadam of Prologis (PLD) at $50.9 million; and Ted Sarandos, co-CEO of Netflix (NFLX), at $49.8 million. The median pay package last year for a CEO of an S&P 500 company was $16.3 million, the AP reported, citing data analyzed by benchmarking firm Equilar. Despite Tesla's (TSLA) shareholder vote, Musk and the company still face legal opposition to the stock-option deal. The shareholder vote also is being challenged in court.","news_type":1},"isVote":1,"tweetType":1,"viewCount":249,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"EN","totalScore":0},{"id":314147332993288,"gmtCreate":1717716469343,"gmtModify":1717716473251,"author":{"id":"3584079457608282","authorId":"3584079457608282","name":"FGP","avatar":"https://community-static.tradeup.com/news/4f96275867e9fcc09f90747c0edcd143","crmLevel":9,"crmLevelSwitch":1,"followedFlag":false,"idStr":"3584079457608282","authorIdStr":"3584079457608282"},"themes":[],"htmlText":"Just noise, ignore. NiO is getting stronger, customers are growing","listText":"Just noise, ignore. NiO is getting stronger, customers are growing","text":"Just noise, ignore. NiO is getting stronger, customers are growing","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":0,"commentSize":0,"repostSize":0,"link":"https://ttm.financial/post/314147332993288","repostId":"2441742491","repostType":2,"repost":{"id":"2441742491","kind":"highlight","pubTimestamp":1717691584,"share":"https://ttm.financial/m/news/2441742491?lang=&edition=fundamental","pubTime":"2024-06-07 00:33","market":"us","language":"en","title":"3 Dangerous Stocks You Should Sell ASAP in June","url":"https://stock-news.laohu8.com/highlight/detail?id=2441742491","media":"InvestorPlace","summary":"Investors should beware of holding these stocks as they face difficulties not easy to overcome and are not priced accordingly.","content":"<html><body><article>\n<header>\n<div>\n<div>\n<ul>\n<li><span>Don’t overlook the risks these stocks harbor because of their growth potential, as 2024 seems increasingly likely to present challenges. </span></li>\n<li><b>Hormel Foods </b><span>(</span><b></b><b><strong><u>HRL</u></strong></b><span>): Despite its reputation as a blue-chip stock for many investors, persistent struggles continue to drag Hormel down.</span></li>\n<li><b>Nio</b><span> (</span><b></b><b><strong><u>NIO</u></strong></b><span>): Aside from a slim chance of long-term potential, this Chinese EV maker has far too much to compensate for in the short term.</span></li>\n<li><b>Williams-Sonoma </b>(<b></b><b><strong><u>WSM</u></strong></b><span>): Coming off a strong quarter, this stock is valued far too high and may experience a limit to its growth for the remainder of this year.</span></li>\n</ul> </div>\n<div></div>\n<figure>\n<div>\n<img decoding=\"async\" fetchpriority=\"high\" height=\"432\" sizes=\"(max-width: 768px) 100vw, 768px\" src=\"https://investorplace.com/wp-content/uploads/2023/03/stocks-to-sell1600-768x432.png\" srcset=\"https://investorplace.com/wp-content/uploads/2023/03/stocks-to-sell1600-768x432.png 768w, https://investorplace.com/wp-content/uploads/2023/03/stocks-to-sell1600-300x169.png 300w, https://investorplace.com/wp-content/uploads/2023/03/stocks-to-sell1600-1024x576.png 1024w, https://investorplace.com/wp-content/uploads/2023/03/stocks-to-sell1600-1536x864.png 1536w, https://investorplace.com/wp-content/uploads/2023/03/stocks-to-sell1600-200x113.png 200w, https://investorplace.com/wp-content/uploads/2023/03/stocks-to-sell1600-400x225.png 400w, https://investorplace.com/wp-content/uploads/2023/03/stocks-to-sell1600-116x65.png 116w, https://investorplace.com/wp-content/uploads/2023/03/stocks-to-sell1600-100x56.png 100w, https://investorplace.com/wp-content/uploads/2023/03/stocks-to-sell1600-89x50.png 89w, https://investorplace.com/wp-content/uploads/2023/03/stocks-to-sell1600-78x44.png 78w, https://investorplace.com/wp-content/uploads/2023/03/stocks-to-sell1600.png 1600w\" width=\"768\"/> </div>\n<figcaption>\n<p>Source: chanpipat / Shutterstock.com</p>\n</figcaption>\n</figure>\n<div>\n<p>It is better to clear out stocks with empty potential to make room for companies that have proven their worth in 2024. </p>\n<p>While these three stocks have upsides, there is doubt about their continued performance and whether or not their potential outweighs their current challenges and valuations. After seeing what the rest of 2024 will bring to these stocks, you can decide whether to hold or heed the warning and avoid the danger of a dropoff. </p>\n<p>We’ll detail the current financial and economic challenges troubling these stocks and what this could mean for investors who own shares. </p>\n<h2>Hormel Foods (HRL)</h2>\n<div><img decoding=\"async\" height=\"169\" sizes=\"(max-width: 300px) 100vw, 300px\" src=\"https://investorplace.com/wp-content/uploads/2022/04/hrl-1600-300x169.png\" srcset=\"https://investorplace.com/wp-content/uploads/2022/04/hrl-1600-300x169.png 300w, https://investorplace.com/wp-content/uploads/2022/04/hrl-1600-1024x576.png 1024w, https://investorplace.com/wp-content/uploads/2022/04/hrl-1600-768x432.png 768w, https://investorplace.com/wp-content/uploads/2022/04/hrl-1600-1536x864.png 1536w, https://investorplace.com/wp-content/uploads/2022/04/hrl-1600-200x113.png 200w, https://investorplace.com/wp-content/uploads/2022/04/hrl-1600-400x225.png 400w, https://investorplace.com/wp-content/uploads/2022/04/hrl-1600-116x65.png 116w, https://investorplace.com/wp-content/uploads/2022/04/hrl-1600-100x56.png 100w, https://investorplace.com/wp-content/uploads/2022/04/hrl-1600-89x50.png 89w, https://investorplace.com/wp-content/uploads/2022/04/hrl-1600-78x44.png 78w, https://investorplace.com/wp-content/uploads/2022/04/hrl-1600.png 1600w\" width=\"300\"/><div>Source: viewimage / Shutterstock</div></div><p><strong>Hormel Foods </strong>(NYSE:<span><strong><u>HRL</u></strong></span>) has established itself as a top company in food products and has had a long history of solid dividends, earning it the title of blue-chip. However, the company has not had an easy ride, and despite consistently increasing dividends, the stock’s price has taken a severe hit.</p>\n<p>Hormel is very dependent on the prices of food-related commodities such as poultry and pork and has suffered due to volatility in that sector. Breakouts of bird flu and regulations from the pandemic damaged Hormel, which it has yet to recover from fully. </p>\n<p>The damage reached the supply chain, and sales also took a hit, with reverberations visible even in Hormel’s most recent earnings report. The last few quarters have shown a flat sales volume, and the operating margin has dipped slightly year-over-year.</p>\n<p>The company continues to protect its dividend but has yet to rise above these ongoing challenges. Earnings per share is down to $0.34, and the outlook for the rest of this year promises much the same.</p>\n<p>Although the price has dropped, the company’s limited earnings potential still makes it a highly valued asset. Therefore, selling this blue-chip stock and investing elsewhere may be best.</p>\n<h2>Nio (NIO)</h2>\n<div><img decoding=\"async\" height=\"169\" sizes=\"(max-width: 300px) 100vw, 300px\" src=\"https://investorplace.com/wp-content/uploads/2024/03/nio1600-8-300x169.png\" srcset=\"https://investorplace.com/wp-content/uploads/2024/03/nio1600-8-300x169.png 300w, https://investorplace.com/wp-content/uploads/2024/03/nio1600-8-1024x576.png 1024w, https://investorplace.com/wp-content/uploads/2024/03/nio1600-8-768x432.png 768w, https://investorplace.com/wp-content/uploads/2024/03/nio1600-8-1536x864.png 1536w, https://investorplace.com/wp-content/uploads/2024/03/nio1600-8-200x113.png 200w, https://investorplace.com/wp-content/uploads/2024/03/nio1600-8-400x225.png 400w, https://investorplace.com/wp-content/uploads/2024/03/nio1600-8-116x65.png 116w, https://investorplace.com/wp-content/uploads/2024/03/nio1600-8-100x56.png 100w, https://investorplace.com/wp-content/uploads/2024/03/nio1600-8-89x50.png 89w, https://investorplace.com/wp-content/uploads/2024/03/nio1600-8-78x44.png 78w, https://investorplace.com/wp-content/uploads/2024/03/nio1600-8.png 1600w\" width=\"300\"/><div>Source: Freer / Shutterstock.com</div></div><p>Chinese EV maker <strong>Nio </strong>(NYSE:<span><strong><u>NIO</u></strong></span>) has been a hot stock, with many investors buying into the company’s enormous potential. Unfortunately for many, the stock has yet to realize this potential and shows a shaky performance that should be noted before holding any further. </p>\n<p>Despite the considerable buzz that Nio stirred up following its IPO, the stock has fallen from its former glory. It came out of the gates roaring, but deliveries and sales have since slowed tremendously, showing a 5% increase in sales year over year in Q4 2023 and an 11.3% decrease from Q3. The company’s gross margin also took a hit with vehicle margins seeing little growth.</p>\n<p>Nio has had to overcome struggles within China, including a slow economy and harsh regulatory environment, but it has also faced struggles overseas. Europe and the U.S. are imposing higher tariffs on Chinese EVs, severely limiting Nio’s ability to reach out and overcome domestic headwinds.</p>\n<p>It will be impossible for Nio to overcome its relatively high debt and even more difficult to cross the profitability line for some years. While some investors may want to hold on to the EV maker’s potential, much risk is involved, with little return for the foreseeable future.</p>\n<h2>Williams-Sonoma (WSM)</h2>\n<div><img decoding=\"async\" height=\"169\" loading=\"lazy\" sizes=\"(max-width: 300px) 100vw, 300px\" src=\"https://investorplace.com/wp-content/uploads/2019/07/WSM1600-300x169.jpg\" srcset=\"https://investorplace.com/wp-content/uploads/2019/07/WSM1600-300x169.jpg 300w, https://investorplace.com/wp-content/uploads/2019/07/WSM1600-768x432.jpg 768w, https://investorplace.com/wp-content/uploads/2019/07/WSM1600-1024x576.jpg 1024w, https://investorplace.com/wp-content/uploads/2019/07/WSM1600-200x113.jpg 200w, https://investorplace.com/wp-content/uploads/2019/07/WSM1600-400x225.jpg 400w, https://investorplace.com/wp-content/uploads/2019/07/WSM1600-116x65.jpg 116w, https://investorplace.com/wp-content/uploads/2019/07/WSM1600-100x56.jpg 100w, https://investorplace.com/wp-content/uploads/2019/07/WSM1600-89x50.jpg 89w, https://investorplace.com/wp-content/uploads/2019/07/WSM1600-78x44.jpg 78w, https://investorplace.com/wp-content/uploads/2019/07/WSM1600.jpg 1600w\" width=\"300\"/><div>Source: designs by Jack / Shutterstock.com</div></div><p><strong>Williams-Sonoma </strong>(NYSE:<span><strong><u>WSM</u></strong></span>) has been a popular home and kitchenware retailer for many years. The stock has shown excellent performance over the last year, with solid demand and earnings. However, this stock may have peaked, and there may be only one direction to go from here: down.</p>\n<p>The first indicator is the company’s guidance for the full year of 2024. Williams-Sonoma had an excellent quarter and increased its initial operating margin guidance. This new operating margin estimate of 17%- 18% falls below the margin reported in Q1 of 19.5%. In other words, the rest of this year will likely not be such a smashing success. </p>\n<p>While the outlook does not indicate a bad performance, the stock trades at a comparatively expensive price. Coupled with interest rates, shrinking demand for home improvement, and lower consumer spending, this limited growth will likely continue, making Williams-Sonoma overvalued and a sell for this month.</p>\n<p><em>On the date of publication, Joel Lim did not have (either directly or indirectly) any positions in the securities mentioned in this article. The opinions expressed in this article are those of the writer, subject to the InvestorPlace.com Publishing Guidelines.</em></p>\n<div><p>Joel Lim is a contributor at InvestorPlace.com and a finance content contractor who creates content for several companies like LTSE and Realtor, along with financial publications, including Business Insider, Yahoo Finance, Mises Institution and Foundation for Economic Education.</p></div>\n</div>\n<div>\n<div hidden=\"true\">\n<div>\n<svg fill=\"none\" height=\"32\" viewbox=\"0 0 261 32\" width=\"261\" xmlns=\"http://www.w3.org/2000/svg\">\n<path d=\"M38.8652 7.49652H42.2492V25.7517H38.8652V7.49652ZM60.0112 7.49652H63.3142V25.7517H60.0921L50.9278 13.1733V25.7517H47.6248V7.49652H50.8469L60.0112 20.0749V7.49652ZM66.5201 7.49652H70.2279L75.4578 21.8955L80.7685 7.49652H84.3144L77.1417 25.7517H73.5957L66.5201 7.49652ZM87.4232 7.49652H100.457V10.5418H90.8072V15.0601H99.5019V18.1054H90.8072V22.7064H100.781V25.7517H87.4232V7.49652ZM113.637 10.8563C112.666 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value=\"\"/>\n<button>Submit</button>\n</form>\n</div>\n</div>\n</div>\n</div>\n<div>\n<hr/>\n<p>Article printed from InvestorPlace Media, https://investorplace.com/2024/06/3-dangerous-stocks-you-should-sell-asap-in-june/.</p>\n<p>©2024 InvestorPlace Media, LLC</p>\n</div>\n</div>\n</header></article></body></html>","source":"investorplace_stock_picks","collect":0,"html":"<!DOCTYPE html>\n<html>\n<head>\n<meta http-equiv=\"Content-Type\" content=\"text/html; charset=utf-8\" />\n<meta name=\"viewport\" content=\"width=device-width,initial-scale=1.0,minimum-scale=1.0,maximum-scale=1.0,user-scalable=no\"/>\n<meta name=\"format-detection\" content=\"telephone=no,email=no,address=no\" />\n<title>3 Dangerous Stocks You Should Sell ASAP in June</title>\n<style type=\"text/css\">\na,abbr,acronym,address,applet,article,aside,audio,b,big,blockquote,body,canvas,caption,center,cite,code,dd,del,details,dfn,div,dl,dt,\nem,embed,fieldset,figcaption,figure,footer,form,h1,h2,h3,h4,h5,h6,header,hgroup,html,i,iframe,img,ins,kbd,label,legend,li,mark,menu,nav,\nobject,ol,output,p,pre,q,ruby,s,samp,section,small,span,strike,strong,sub,summary,sup,table,tbody,td,tfoot,th,thead,time,tr,tt,u,ul,var,video{ font:inherit;margin:0;padding:0;vertical-align:baseline;border:0 }\nbody{ font-size:16px; line-height:1.5; color:#999; background:transparent; }\n.wrapper{ overflow:hidden;word-break:break-all;padding:10px; }\nh1,h2{ font-weight:normal; line-height:1.35; margin-bottom:.6em; }\nh3,h4,h5,h6{ line-height:1.35; margin-bottom:1em; }\nh1{ font-size:24px; }\nh2{ font-size:20px; }\nh3{ font-size:18px; }\nh4{ font-size:16px; }\nh5{ font-size:14px; }\nh6{ font-size:12px; }\np,ul,ol,blockquote,dl,table{ margin:1.2em 0; }\nul,ol{ margin-left:2em; }\nul{ list-style:disc; }\nol{ list-style:decimal; }\nli,li p{ margin:10px 0;}\nimg{ max-width:100%;display:block;margin:0 auto 1em; }\nblockquote{ color:#B5B2B1; border-left:3px solid #aaa; padding:1em; }\nstrong,b{font-weight:bold;}\nem,i{font-style:italic;}\ntable{ width:100%;border-collapse:collapse;border-spacing:1px;margin:1em 0;font-size:.9em; }\nth,td{ padding:5px;text-align:left;border:1px solid #aaa; }\nth{ font-weight:bold;background:#5d5d5d; }\n.symbol-link{font-weight:bold;}\n/* header{ border-bottom:1px solid #494756; } */\n.title{ margin:0 0 8px;line-height:1.3;color:#ddd; }\n.meta {color:#5e5c6d;font-size:13px;margin:0 0 .5em; }\na{text-decoration:none; color:#2a4b87;}\n.meta .head { display: inline-block; overflow: hidden}\n.head .h-thumb { width: 30px; height: 30px; margin: 0; padding: 0; border-radius: 50%; float: left;}\n.head .h-content { margin: 0; padding: 0 0 0 9px; float: left;}\n.head .h-name {font-size: 13px; color: #eee; margin: 0;}\n.head .h-time {font-size: 11px; color: #7E829C; margin: 0;line-height: 11px;}\n.small {font-size: 12.5px; display: inline-block; transform: scale(0.9); -webkit-transform: scale(0.9); transform-origin: left; -webkit-transform-origin: left;}\n.smaller {font-size: 12.5px; display: inline-block; transform: scale(0.8); -webkit-transform: scale(0.8); transform-origin: left; -webkit-transform-origin: left;}\n.bt-text {font-size: 12px;margin: 1.5em 0 0 0}\n.bt-text p {margin: 0}\n</style>\n</head>\n<body>\n<div class=\"wrapper\">\n<header>\n<h2 class=\"title\">\n3 Dangerous Stocks You Should Sell ASAP in June\n</h2>\n\n<h4 class=\"meta\">\n\n\n2024-06-07 00:33 GMT+8&nbsp;&nbsp;&nbsp;<a href=https://investorplace.com/2024/06/3-dangerous-stocks-you-should-sell-asap-in-june/><strong>InvestorPlace</strong></a>\n\n\n</h4>\n\n</header>\n<article>\n<div>\n<p>Don’t overlook the risks these stocks harbor because of their growth potential, as 2024 seems increasingly likely to present challenges. \nHormel Foods (HRL): Despite its reputation as a blue-chip ...</p>\n\n<a href=\"https://investorplace.com/2024/06/3-dangerous-stocks-you-should-sell-asap-in-june/\">Web Link</a>\n\n</div>\n\n\n</article>\n</div>\n</body>\n</html>\n","type":0,"thumbnail":"","relate_stocks":{"BK4505":"高瓴资本持仓","BK4581":"高盛持仓","BK4504":"桥水持仓","BK4209":"餐馆","BK4099":"汽车制造商","BK4548":"巴美列捷福持仓","ASAP":"Waitr Holdings Inc.","NIO.SI":"蔚来","BK4212":"包装食品与肉类","BK4574":"无人驾驶","BK4532":"文艺复兴科技持仓","BK4178":"家庭装饰零售","BK4531":"中概回港概念","WSM":"Williams-Sonoma Inc","BK4534":"瑞士信贷持仓","LU0052750758.USD":"富兰克林中国基金A Acc","LU0320764599.SGD":"FTIF - Templeton China A Acc SGD","BK4585":"ETF&股票定投概念","09866":"蔚来-SW","BK4533":"AQR资本管理(全球第二大对冲基金)","BK4555":"新能源车","BK4509":"腾讯概念","HRL":"荷美尔","EVS.SI":"MSCI China Electric Vehicles and Future Mobility ETF-NikkoAM","LU0708995583.HKD":"TEMPLETON CHINA \"A\" (HKD) ACC","NIO":"蔚来","BK4588":"碎股","BK4526":"热门中概股","BK4122":"互联网与直销零售"},"source_url":"https://investorplace.com/2024/06/3-dangerous-stocks-you-should-sell-asap-in-june/","is_english":true,"share_image_url":"https://static.laohu8.com/e9f99090a1c2ed51c021029395664489","article_id":"2441742491","content_text":"Don’t overlook the risks these stocks harbor because of their growth potential, as 2024 seems increasingly likely to present challenges. \nHormel Foods (HRL): Despite its reputation as a blue-chip stock for many investors, persistent struggles continue to drag Hormel down.\nNio (NIO): Aside from a slim chance of long-term potential, this Chinese EV maker has far too much to compensate for in the short term.\nWilliams-Sonoma (WSM): Coming off a strong quarter, this stock is valued far too high and may experience a limit to its growth for the remainder of this year.\n \n\n\n\n \n\nSource: chanpipat / Shutterstock.com\n\n\n\nIt is better to clear out stocks with empty potential to make room for companies that have proven their worth in 2024. \nWhile these three stocks have upsides, there is doubt about their continued performance and whether or not their potential outweighs their current challenges and valuations. After seeing what the rest of 2024 will bring to these stocks, you can decide whether to hold or heed the warning and avoid the danger of a dropoff. \nWe’ll detail the current financial and economic challenges troubling these stocks and what this could mean for investors who own shares. \nHormel Foods (HRL)\nSource: viewimage / ShutterstockHormel Foods (NYSE:HRL) has established itself as a top company in food products and has had a long history of solid dividends, earning it the title of blue-chip. However, the company has not had an easy ride, and despite consistently increasing dividends, the stock’s price has taken a severe hit.\nHormel is very dependent on the prices of food-related commodities such as poultry and pork and has suffered due to volatility in that sector. Breakouts of bird flu and regulations from the pandemic damaged Hormel, which it has yet to recover from fully. \nThe damage reached the supply chain, and sales also took a hit, with reverberations visible even in Hormel’s most recent earnings report. The last few quarters have shown a flat sales volume, and the operating margin has dipped slightly year-over-year.\nThe company continues to protect its dividend but has yet to rise above these ongoing challenges. Earnings per share is down to $0.34, and the outlook for the rest of this year promises much the same.\nAlthough the price has dropped, the company’s limited earnings potential still makes it a highly valued asset. Therefore, selling this blue-chip stock and investing elsewhere may be best.\nNio (NIO)\nSource: Freer / Shutterstock.comChinese EV maker Nio (NYSE:NIO) has been a hot stock, with many investors buying into the company’s enormous potential. Unfortunately for many, the stock has yet to realize this potential and shows a shaky performance that should be noted before holding any further. \nDespite the considerable buzz that Nio stirred up following its IPO, the stock has fallen from its former glory. It came out of the gates roaring, but deliveries and sales have since slowed tremendously, showing a 5% increase in sales year over year in Q4 2023 and an 11.3% decrease from Q3. The company’s gross margin also took a hit with vehicle margins seeing little growth.\nNio has had to overcome struggles within China, including a slow economy and harsh regulatory environment, but it has also faced struggles overseas. Europe and the U.S. are imposing higher tariffs on Chinese EVs, severely limiting Nio’s ability to reach out and overcome domestic headwinds.\nIt will be impossible for Nio to overcome its relatively high debt and even more difficult to cross the profitability line for some years. While some investors may want to hold on to the EV maker’s potential, much risk is involved, with little return for the foreseeable future.\nWilliams-Sonoma (WSM)\nSource: designs by Jack / Shutterstock.comWilliams-Sonoma (NYSE:WSM) has been a popular home and kitchenware retailer for many years. The stock has shown excellent performance over the last year, with solid demand and earnings. However, this stock may have peaked, and there may be only one direction to go from here: down.\nThe first indicator is the company’s guidance for the full year of 2024. Williams-Sonoma had an excellent quarter and increased its initial operating margin guidance. This new operating margin estimate of 17%- 18% falls below the margin reported in Q1 of 19.5%. In other words, the rest of this year will likely not be such a smashing success. \nWhile the outlook does not indicate a bad performance, the stock trades at a comparatively expensive price. Coupled with interest rates, shrinking demand for home improvement, and lower consumer spending, this limited growth will likely continue, making Williams-Sonoma overvalued and a sell for this month.\nOn the date of publication, Joel Lim did not have (either directly or indirectly) any positions in the securities mentioned in this article. The opinions expressed in this article are those of the writer, subject to the InvestorPlace.com Publishing Guidelines.\nJoel Lim is a contributor at InvestorPlace.com and a finance content contractor who creates content for several companies like LTSE and Realtor, along with financial publications, including Business Insider, Yahoo Finance, Mises Institution and Foundation for Economic Education.\n\n\n\n\n\n\n\n\n\n\n\n\n\n\n\n\n\n\n\n\n\n\n\n\n\n\n\n\n\n\n\n\n\n\n\n\n\n\n\n\n\n\n\n\n\n\n\n\n\n\n\n\n\n\n\n\n\n\n\n\n\n\n\n\n\n\n\n\n\n\n\n\n\n\n\n\n\n\n\n\n\n\n\n\n\n\nSubmit\n\n\n\n\n\n\n\nArticle printed from InvestorPlace Media, https://investorplace.com/2024/06/3-dangerous-stocks-you-should-sell-asap-in-june/.\n©2024 InvestorPlace Media, LLC","news_type":1},"isVote":1,"tweetType":1,"viewCount":281,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"EN","totalScore":0},{"id":312229884272800,"gmtCreate":1717253868761,"gmtModify":1717253877962,"author":{"id":"3584079457608282","authorId":"3584079457608282","name":"FGP","avatar":"https://community-static.tradeup.com/news/4f96275867e9fcc09f90747c0edcd143","crmLevel":9,"crmLevelSwitch":1,"followedFlag":false,"idStr":"3584079457608282","authorIdStr":"3584079457608282"},"themes":[],"htmlText":"Fantastic growth and not yet include L60 onvo 👍","listText":"Fantastic growth and not yet include L60 onvo 👍","text":"Fantastic growth and not yet include L60 onvo 👍","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":6,"commentSize":0,"repostSize":0,"link":"https://ttm.financial/post/312229884272800","repostId":"1182939293","repostType":2,"repost":{"id":"1182939293","kind":"news","pubTimestamp":1717234657,"share":"https://ttm.financial/m/news/1182939293?lang=&edition=fundamental","pubTime":"2024-06-01 17:37","market":"sg","language":"en","title":"NIO Delivered 20,544 Vehicles in May, up 233.8% YoY","url":"https://stock-news.laohu8.com/highlight/detail?id=1182939293","media":"CnEVPost","summary":"NIO Inc.  , a pioneer and a leading company in the premium smart electric vehicle market, today announced its May 2024 delivery results.NIO delivered 20,544 vehicles in May 2024, representing a substantial increase of 233.8% year-over-year. The deliveries consisted of 12,164 premium smart electric SUVs, and 8,380 premium smart electric sedans. Cumulative deliveries of NIO vehicles reached 515,811 as of May 31, 2024.","content":"<html><head></head><body><p class=\"t-img-caption\"><img src=\"https://community-static.tradeup.com/news/5264ef0b9af46db500efa9f93e057748\" tg-width=\"1200\" tg-height=\"608\"/></p><p style=\"text-align: left;\"><a href=\"https://laohu8.com/S/NIO\">Nio</a> saw record deliveries in May, despite not launching any all-new models so far this year, except for minor facelifts.</p><p style=\"text-align: left;\">The electric vehicle (EV) maker delivered 20,544 vehicles in May, up 233.78 percent from 6,155 in the same month last year and up 31.52 percent from 15,620 in April, according to data it released today.</p><p>Nio&#39;s SUVs delivered 12,164 vehicles in May, up 37.96 percent from 8,817 in April. Its sedan models delivered 8,380, up 23.18 percent from 6,803 in April.</p><p>The EV maker currently has eight models on sale -- ES8, ES7, ES6, EC7, EC6, ET7, ET5, ET5 Touring -- of which the first five are SUVs and the last three are sedans. Deliveries of the ET9 sedan, unveiled last December, will begin in the first quarter of 2025.</p><p class=\"t-img-caption\"><img src=\"https://community-static.tradeup.com/news/4b3a462cfaf61d91fb1fe8b6cfdc0e55\" tg-width=\"1200\" tg-height=\"628\"/></p><p>In January-May, Nio delivered 66,217 vehicles, up 50.99 percent year-on-year, CnEVPost&#39;s calculations show.</p><p style=\"text-align: left;\">Its SUV model delivered 38,790 vehicles in January-May, up 166.8 percent year-on-year, contributing 58.58 percent of total deliveries.</p><p style=\"text-align: left;\">Sedan models delivered 27,427 vehicles in January-May, down 6.44 percent year-on-year, contributing 41.42 percent of total deliveries.</p><p style=\"text-align: left;\">At the end of May, Nio&#39;s cumulative deliveries since inception stood at 515,811 vehicles.</p></body></html>","source":"cnevpost_highlight","collect":0,"html":"<!DOCTYPE html>\n<html>\n<head>\n<meta http-equiv=\"Content-Type\" content=\"text/html; charset=utf-8\" />\n<meta name=\"viewport\" content=\"width=device-width,initial-scale=1.0,minimum-scale=1.0,maximum-scale=1.0,user-scalable=no\"/>\n<meta name=\"format-detection\" content=\"telephone=no,email=no,address=no\" />\n<title>NIO Delivered 20,544 Vehicles in May, up 233.8% YoY</title>\n<style type=\"text/css\">\na,abbr,acronym,address,applet,article,aside,audio,b,big,blockquote,body,canvas,caption,center,cite,code,dd,del,details,dfn,div,dl,dt,\nem,embed,fieldset,figcaption,figure,footer,form,h1,h2,h3,h4,h5,h6,header,hgroup,html,i,iframe,img,ins,kbd,label,legend,li,mark,menu,nav,\nobject,ol,output,p,pre,q,ruby,s,samp,section,small,span,strike,strong,sub,summary,sup,table,tbody,td,tfoot,th,thead,time,tr,tt,u,ul,var,video{ font:inherit;margin:0;padding:0;vertical-align:baseline;border:0 }\nbody{ font-size:16px; line-height:1.5; color:#999; background:transparent; }\n.wrapper{ overflow:hidden;word-break:break-all;padding:10px; }\nh1,h2{ font-weight:normal; line-height:1.35; margin-bottom:.6em; }\nh3,h4,h5,h6{ line-height:1.35; margin-bottom:1em; }\nh1{ font-size:24px; }\nh2{ font-size:20px; }\nh3{ font-size:18px; }\nh4{ font-size:16px; }\nh5{ font-size:14px; }\nh6{ font-size:12px; }\np,ul,ol,blockquote,dl,table{ margin:1.2em 0; }\nul,ol{ margin-left:2em; }\nul{ list-style:disc; }\nol{ list-style:decimal; }\nli,li p{ margin:10px 0;}\nimg{ max-width:100%;display:block;margin:0 auto 1em; }\nblockquote{ color:#B5B2B1; border-left:3px solid #aaa; padding:1em; }\nstrong,b{font-weight:bold;}\nem,i{font-style:italic;}\ntable{ width:100%;border-collapse:collapse;border-spacing:1px;margin:1em 0;font-size:.9em; }\nth,td{ padding:5px;text-align:left;border:1px solid #aaa; }\nth{ font-weight:bold;background:#5d5d5d; }\n.symbol-link{font-weight:bold;}\n/* header{ border-bottom:1px solid #494756; } */\n.title{ margin:0 0 8px;line-height:1.3;color:#ddd; }\n.meta {color:#5e5c6d;font-size:13px;margin:0 0 .5em; }\na{text-decoration:none; color:#2a4b87;}\n.meta .head { display: inline-block; overflow: hidden}\n.head .h-thumb { width: 30px; height: 30px; margin: 0; padding: 0; border-radius: 50%; float: left;}\n.head .h-content { margin: 0; padding: 0 0 0 9px; float: left;}\n.head .h-name {font-size: 13px; color: #eee; margin: 0;}\n.head .h-time {font-size: 11px; color: #7E829C; margin: 0;line-height: 11px;}\n.small {font-size: 12.5px; display: inline-block; transform: scale(0.9); -webkit-transform: scale(0.9); transform-origin: left; -webkit-transform-origin: left;}\n.smaller {font-size: 12.5px; display: inline-block; transform: scale(0.8); -webkit-transform: scale(0.8); transform-origin: left; -webkit-transform-origin: left;}\n.bt-text {font-size: 12px;margin: 1.5em 0 0 0}\n.bt-text p {margin: 0}\n</style>\n</head>\n<body>\n<div class=\"wrapper\">\n<header>\n<h2 class=\"title\">\nNIO Delivered 20,544 Vehicles in May, up 233.8% YoY\n</h2>\n\n<h4 class=\"meta\">\n\n\n2024-06-01 17:37 GMT+8&nbsp;&nbsp;&nbsp;<a href=https://cnevpost.com/2024/06/01/nio-deliveries-may-2024/><strong>CnEVPost</strong></a>\n\n\n</h4>\n\n</header>\n<article>\n<div>\n<p>Nio saw record deliveries in May, despite not launching any all-new models so far this year, except for minor facelifts.The electric vehicle (EV) maker delivered 20,544 vehicles in May, up 233.78 ...</p>\n\n<a href=\"https://cnevpost.com/2024/06/01/nio-deliveries-may-2024/\">Web Link</a>\n\n</div>\n\n\n</article>\n</div>\n</body>\n</html>\n","type":0,"thumbnail":"","relate_stocks":{},"source_url":"https://cnevpost.com/2024/06/01/nio-deliveries-may-2024/","is_english":true,"share_image_url":"https://static.laohu8.com/e9f99090a1c2ed51c021029395664489","article_id":"1182939293","content_text":"Nio saw record deliveries in May, despite not launching any all-new models so far this year, except for minor facelifts.The electric vehicle (EV) maker delivered 20,544 vehicles in May, up 233.78 percent from 6,155 in the same month last year and up 31.52 percent from 15,620 in April, according to data it released today.Nio's SUVs delivered 12,164 vehicles in May, up 37.96 percent from 8,817 in April. Its sedan models delivered 8,380, up 23.18 percent from 6,803 in April.The EV maker currently has eight models on sale -- ES8, ES7, ES6, EC7, EC6, ET7, ET5, ET5 Touring -- of which the first five are SUVs and the last three are sedans. Deliveries of the ET9 sedan, unveiled last December, will begin in the first quarter of 2025.In January-May, Nio delivered 66,217 vehicles, up 50.99 percent year-on-year, CnEVPost's calculations show.Its SUV model delivered 38,790 vehicles in January-May, up 166.8 percent year-on-year, contributing 58.58 percent of total deliveries.Sedan models delivered 27,427 vehicles in January-May, down 6.44 percent year-on-year, contributing 41.42 percent of total deliveries.At the end of May, Nio's cumulative deliveries since inception stood at 515,811 vehicles.","news_type":1},"isVote":1,"tweetType":1,"viewCount":237,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"EN","totalScore":0},{"id":311644578754656,"gmtCreate":1717110953576,"gmtModify":1717110957502,"author":{"id":"3584079457608282","authorId":"3584079457608282","name":"FGP","avatar":"https://community-static.tradeup.com/news/4f96275867e9fcc09f90747c0edcd143","crmLevel":9,"crmLevelSwitch":1,"followedFlag":false,"idStr":"3584079457608282","authorIdStr":"3584079457608282"},"themes":[],"htmlText":"Larry began writing columns for InvestorPlace in 2015.......... &nbsp;🤮","listText":"Larry began writing columns for InvestorPlace in 2015.......... &nbsp;🤮","text":"Larry began writing columns for InvestorPlace in 2015.......... 🤮","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":0,"commentSize":0,"repostSize":0,"link":"https://ttm.financial/post/311644578754656","repostId":"2439622357","repostType":2,"repost":{"id":"2439622357","kind":"highlight","pubTimestamp":1717066440,"share":"https://ttm.financial/m/news/2439622357?lang=&edition=fundamental","pubTime":"2024-05-30 18:54","market":"us","language":"en","title":"NIO Stock’s Battery Swapping Bet: A Gamble That Might Not Pay Off for Investors","url":"https://stock-news.laohu8.com/highlight/detail?id=2439622357","media":"InvestorPlace","summary":"Nio’s  only main point of differentiation is of questionable value. Therefore, I urge investors to sell NIO stock.The EV maker is facing a huge amount of competition.Its growth metrics are unimpressive at this point.Two key attributes that I often look for in companies when deciding whether to invest in them are points of differentiation and competitive advantages. Points of differentiation distinguish companies from their competitors. Some of these points result in competitive advantages that enable firms to gain market share. Ultimately, market share gains frequently result in higher profits. Finally, stock prices usually rise because of higher profits.Both Tesla  and Apple  made products that consumers viewed as much more attractive than those of their competitors. That was their main point of differentiation. It became a huge competitive advantage for both of them, enabling them to gain market share and tremendously boost their profits.In November 2023, Nio began partnering with se","content":"<html><body><article>\n<header>\n<div>\n<div>\n<ul>\n<li><strong>Nio’s</strong> (<span><strong><u>NIO</u></strong></span>) only main point of differentiation is of questionable value. Therefore, I urge investors to sell NIO stock.</li>\n<li>The EV maker is facing a huge amount of competition.</li>\n<li>Its growth metrics are unimpressive at this point.</li>\n</ul>\n</div>\n<div></div>\n<figure>\n<div>\n<img decoding=\"async\" fetchpriority=\"high\" height=\"432\" sizes=\"(max-width: 768px) 100vw, 768px\" src=\"https://investorplace.com/wp-content/uploads/2022/07/nio1600-2-768x432.png\" srcset=\"https://investorplace.com/wp-content/uploads/2022/07/nio1600-2-768x432.png 768w, https://investorplace.com/wp-content/uploads/2022/07/nio1600-2-300x169.png 300w, https://investorplace.com/wp-content/uploads/2022/07/nio1600-2-1024x576.png 1024w, https://investorplace.com/wp-content/uploads/2022/07/nio1600-2-1536x864.png 1536w, https://investorplace.com/wp-content/uploads/2022/07/nio1600-2-200x113.png 200w, https://investorplace.com/wp-content/uploads/2022/07/nio1600-2-400x225.png 400w, https://investorplace.com/wp-content/uploads/2022/07/nio1600-2-116x65.png 116w, https://investorplace.com/wp-content/uploads/2022/07/nio1600-2-100x56.png 100w, https://investorplace.com/wp-content/uploads/2022/07/nio1600-2-89x50.png 89w, https://investorplace.com/wp-content/uploads/2022/07/nio1600-2-78x44.png 78w, https://investorplace.com/wp-content/uploads/2022/07/nio1600-2.png 1600w\" width=\"768\"/> </div>\n<figcaption>\n<p>Source: Michael Vi / Shutterstock.com</p>\n</figcaption>\n</figure>\n<div>\n<p>Two key attributes that I often look for in companies when deciding whether to invest in them are points of differentiation and competitive advantages. Points of differentiation distinguish companies from their competitors. Some of these points result in competitive advantages that enable firms to gain market share. Ultimately, market share gains frequently result in higher profits. Finally, stock prices usually rise because of higher profits. </p>\n<p>Both <strong>Tesla </strong>(NASDAQ:<span><strong><u>TSLA</u></strong></span>) and <strong>Apple</strong> (NASDAQ:<span><strong><u>AAPL</u></strong></span>) made products that consumers viewed as much more attractive than those of their competitors. That was their main point of differentiation. It became a huge competitive advantage for both of them, enabling them to gain market share and tremendously boost their profits. </p>\n<p>While Chinese electric vehicle (<span>EV</span>) maker <strong>Nio </strong>(NASDAQ:<span><strong><u>NIO</u></strong></span>) has its own key point of differentiation, the evidence suggests it’s not yet a competitive advantage for the firm. I’m unsure if that situation will change in the future. Moreover, Nio is facing very stiff competition and its recent growth metrics have been quite unimpressive.</p>\n<p>Given these points, I recommend investors sell NIO stock.</p>\n<h2> Nio’s Key Point of Differentiation</h2>\n<p>Nio’s key point 0f differentiation is its extensive battery-swapping network. With battery swapping, EV drivers can exchange their used batteries for new, full batteries at specified locations.</p>\n<p>I’ve always believed that battery swapping would make driving EVs much more attractive for consumers. That’s because, in a short period of time (three minutes, according to Nio), battery swapping would allow EV drivers to go from having very little driving range to having hundreds of miles available again. As a result, the system, if implemented on a broad scale, could largely eliminate both the “range anxiety” issue and the need to wait a long time before EVs are mostly or fully charged.</p>\n<p>But history strongly suggests that my faith in the power of battery swapping was misplaced. Nio said in March that it had carried out 40 million battery swaps yet the firm is still losing a great deal of money. It is also far from being one of China’s leading EV makers. For example, the automaker handed over slightly more than 160,000 vehicles in 2023, while its rival <strong>BYD</strong> (OTC:<span><strong><u>BYDDF</u></strong></span>) delivered a bit more than 3 million vehicles last year. What’s more, Nio lost nearly $2.8 billion last year.</p>\n<p>Moreover, an Israeli startup called Better Space focused on battery swapping about 10 years ago and suffered “massive losses.” It eventually disappeared.</p>\n<h2>Could Battery Swapping Eventually Be a Competitive Advantage for NIO Stock?</h2>\n<p> In November 2023, Nio began partnering with several other Chinese automakers on “developing battery swap standards and expanding the network in China,”<em> CNBC</em> reported.</p>\n<p>By working with other automakers, Nio will be able to foster the creation of a huge battery-swapping ecosystem and spread the word about the service more effectively. On the other hand, if more automakers offer the service, Nio’s point of differentiation and competitive advantage become greatly diluted.</p>\n<p>Further, automakers and battery makers are developing EV batteries that can be charged relatively quickly. For example, Tesla’s superchargers allow 200 miles of range to be added to vehicles’ batteries in just 15 minutes. And Israeli startup <strong>StoreDot</strong> says that the range of its batteries can be increased by 70 percentage points in only 10 minutes.</p>\n<p>Over the longer term, these and other advances in EV batteries may make battery-swapping services less attractive.</p>\n<h2>Nio’s Tough Competition and Unimpressive Growth</h2>\n<p>Nio is facing an array of very tough competitors in the Chinese EV market. In addition to Tesla and BYD, Nio has to contend with many Western giants whose vehicles are generally very popular in the Asian country. Among the names in the latter category are<strong> General Motors</strong> (NYSE:<span><strong><u>GM</u></strong></span>) and <strong>Volkswagen</strong> (OTC:<span><strong><u>VLKAF</u></strong></span>).  </p>\n<p>And there are indications that Nio is faltering amid the tough conditions. For example, in Q4 of 2023, its revenue from EV sales increased just 4.6% versus the same period a year earlier. Its operating loss only fell by 4% during the quarter versus the same period a year earlier to a very steep $933 million.</p>\n<h2>The Bottom Line on NIO Stock</h2>\n<p>NIO stock has a low price-to-sales ratio of one. Still, given the uncertain value of the company’s only apparent point of differentiation and its uninspiring growth. I advise investors to sell the shares at this time.</p>\n<p><em>On the date of publication, Larry Ramer did not hold (either directly or indirectly) any positions in the securities mentioned in this article. The opinions expressed in this article are those of the writer, subject to the InvestorPlace.com Publishing Guidelines</em></p>\n<div><p>Larry Ramer has conducted research and written articles on U.S. stocks for 15 years. He has been employed by The Fly and Israel’s largest business newspaper, Globes. Larry began writing columns for InvestorPlace in 2015. Among his highly successful, contrarian picks have been SMCI, INTC, and MGM. You can reach him on Stocktwits at @larryramer.</p></div><div><p>Consumer Discretionary, Automotive, Electric Vehicles</p></div> </div>\n<div>\n<div hidden=\"true\">\n<div>\n<svg fill=\"none\" height=\"32\" viewbox=\"0 0 261 32\" width=\"261\" xmlns=\"http://www.w3.org/2000/svg\">\n<path d=\"M38.8652 7.49652H42.2492V25.7517H38.8652V7.49652ZM60.0112 7.49652H63.3142V25.7517H60.0921L50.9278 13.1733V25.7517H47.6248V7.49652H50.8469L60.0112 20.0749V7.49652ZM66.5201 7.49652H70.2279L75.4578 21.8955L80.7685 7.49652H84.3144L77.1417 25.7517H73.5957L66.5201 7.49652ZM87.4232 7.49652H100.457V10.5418H90.8072V15.0601H99.5019V18.1054H90.8072V22.7064H100.781V25.7517H87.4232V7.49652ZM113.637 10.8563C112.666 10.5253 111.872 10.3598 111.063 10.3598C110.253 10.3598 109.622 10.5253 109.136 10.8563C108.65 11.1873 108.407 11.601 108.407 12.1803C108.407 12.6768 108.569 13.0906 108.893 13.4216C109.217 13.7526 109.622 14.0009 110.188 14.2491C110.674 14.4974 111.403 14.7456 112.196 14.9939C113.41 15.3249 114.366 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LLC</p>\n</div>\n</div>\n</header></article></body></html>","source":"investorplace_stock_picks","collect":0,"html":"<!DOCTYPE html>\n<html>\n<head>\n<meta http-equiv=\"Content-Type\" content=\"text/html; charset=utf-8\" />\n<meta name=\"viewport\" content=\"width=device-width,initial-scale=1.0,minimum-scale=1.0,maximum-scale=1.0,user-scalable=no\"/>\n<meta name=\"format-detection\" content=\"telephone=no,email=no,address=no\" />\n<title>NIO Stock’s Battery Swapping Bet: A Gamble That Might Not Pay Off for Investors</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{ 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0}\n</style>\n</head>\n<body>\n<div class=\"wrapper\">\n<header>\n<h2 class=\"title\">\nNIO Stock’s Battery Swapping Bet: A Gamble That Might Not Pay Off for Investors\n</h2>\n\n<h4 class=\"meta\">\n\n\n2024-05-30 18:54 GMT+8&nbsp;&nbsp;&nbsp;<a href=https://investorplace.com/2024/05/nio-stock-battery-swapping-bet-a-gamble-that-might-not-pay-off-for-investors/><strong>InvestorPlace</strong></a>\n\n\n</h4>\n\n</header>\n<article>\n<div>\n<p>Nio’s (NIO) only main point of differentiation is of questionable value. Therefore, I urge investors to sell NIO stock.\nThe EV maker is facing a huge amount of competition.\nIts growth metrics are ...</p>\n\n<a href=\"https://investorplace.com/2024/05/nio-stock-battery-swapping-bet-a-gamble-that-might-not-pay-off-for-investors/\">Web Link</a>\n\n</div>\n\n\n</article>\n</div>\n</body>\n</html>\n","type":0,"thumbnail":"","relate_stocks":{"09866":"蔚来-SW","BK4548":"巴美列捷福持仓","BK4511":"特斯拉概念","LU0353189680.USD":"富国美国全盘成长基金Cl A Acc","IE00BKDWB100.SGD":"PINEBRIDGE US LARGE CAP RESEARCH ENHANCED \"A5H\" (SGDHDG) ACC","LU0082616367.USD":"摩根大通美国科技A（dist）","LU1551013342.USD":"Allianz Income and Growth Cl AMg2 DIS USD","IE00B1XK9C88.USD":"PINEBRIDGE US LARGE CAP RESEARCH ENHANCED \"A\" (USD) ACC","LU0053666078.USD":"摩根大通基金-美国股票A（离岸）美元","LU0208291251.USD":"FRANKLIN MUTUAL U.S. VALUE \"A\" (USD) INC","LU1914381329.SGD":"Allianz Best Styles Global Equity Cl ET Acc H2-SGD","AAPL":"苹果","BK4554":"元宇宙及AR概念","LU0109391861.USD":"富兰克林美国机遇基金A Acc","BK4515":"5G概念","IE00B19Z9505.USD":"美盛-美国大盘成长股A Acc","BK4553":"喜马拉雅资本持仓","LU2357305700.SGD":"Allianz Global Artificial Intelligence ET H2-SGD","ISBC":"投资者银行","IE00BJJMRX11.SGD":"Janus Henderson Balanced A Acc SGD","LU1839511570.USD":"WELLS FARGO GLOBAL FACTOR ENHANCED EQUITY \"I\" (USD) ACC","BK4555":"新能源车","IE00BLSP4239.USD":"Legg Mason ClearBridge - Tactical Dividend Income A Mdis USD Plus","IE00B7KXQ091.USD":"Janus Henderson Balanced A Inc USD","NIO":"蔚来","IE00BJTD4N35.SGD":"Neuberger Berman US Long Short Equity A1  Acc SGD-H","EVS.SI":"MSCI China Electric Vehicles and Future Mobility ETF-NikkoAM","LU0943347566.SGD":"安联收益及增长平衡基金AM H2-SGD","LU0211331839.USD":"FRANKLIN MUTUAL GLB DISCOVERY \"A\" (USD) ACC","LU0127658192.USD":"EASTSPRING INVESTMENTS GLOBAL TECHNOLOGY \"A\" (USD) ACC","LU0052750758.USD":"富兰克林中国基金A Acc","LU1551013425.SGD":"Allianz Income and Growth Cl AMg2 DIS H2-SGD","NIO.SI":"蔚来","LU0149725797.USD":"汇丰美国股市经济规模基金","IE00BFSS8Q28.SGD":"Janus Henderson Balanced A Inc SGD-H","BK4559":"巴菲特持仓","LU1720051017.SGD":"Allianz Global Artificial Intelligence AT Acc H2-SGD","BK4550":"红杉资本持仓","LU0648001328.SGD":"Natixis Harris Associates US Equity RA SGD","LU0316494557.USD":"FRANKLIN GLOBAL FUNDAMENTAL STRATEGIES \"A\" ACC","LU1852331112.SGD":"Blackrock World Technology Fund A2 SGD-H","LU0006061336.USD":"Blackrock US Small and MidCap Opportunities A2 USD","LU2756315664.SGD":"ALLIANZ INCOME AND GROWTH \"AMI\" (SGDHDG) INC","BK4551":"寇图资本持仓","LU0648000940.SGD":"Natixis Harris Associates Global Equity RA SGD","IE0004445015.USD":"JANUS HENDERSON BALANCED \"A2\" (USD) ACC","BK4512":"苹果概念","IE00BBT3K403.USD":"LEGG MASON CLEARBRIDGE TACTICAL DIVIDEND INCOME \"A(USD) ACC","GM":"通用汽车"},"source_url":"https://investorplace.com/2024/05/nio-stock-battery-swapping-bet-a-gamble-that-might-not-pay-off-for-investors/","is_english":true,"share_image_url":"https://static.laohu8.com/e9f99090a1c2ed51c021029395664489","article_id":"2439622357","content_text":"Nio’s (NIO) only main point of differentiation is of questionable value. Therefore, I urge investors to sell NIO stock.\nThe EV maker is facing a huge amount of competition.\nIts growth metrics are unimpressive at this point.\n\n\n\n\n\n \n\nSource: Michael Vi / Shutterstock.com\n\n\n\nTwo key attributes that I often look for in companies when deciding whether to invest in them are points of differentiation and competitive advantages. Points of differentiation distinguish companies from their competitors. Some of these points result in competitive advantages that enable firms to gain market share. Ultimately, market share gains frequently result in higher profits. Finally, stock prices usually rise because of higher profits. \nBoth Tesla (NASDAQ:TSLA) and Apple (NASDAQ:AAPL) made products that consumers viewed as much more attractive than those of their competitors. That was their main point of differentiation. It became a huge competitive advantage for both of them, enabling them to gain market share and tremendously boost their profits. \nWhile Chinese electric vehicle (EV) maker Nio (NASDAQ:NIO) has its own key point of differentiation, the evidence suggests it’s not yet a competitive advantage for the firm. I’m unsure if that situation will change in the future. Moreover, Nio is facing very stiff competition and its recent growth metrics have been quite unimpressive.\nGiven these points, I recommend investors sell NIO stock.\n Nio’s Key Point of Differentiation\nNio’s key point 0f differentiation is its extensive battery-swapping network. With battery swapping, EV drivers can exchange their used batteries for new, full batteries at specified locations.\nI’ve always believed that battery swapping would make driving EVs much more attractive for consumers. That’s because, in a short period of time (three minutes, according to Nio), battery swapping would allow EV drivers to go from having very little driving range to having hundreds of miles available again. As a result, the system, if implemented on a broad scale, could largely eliminate both the “range anxiety” issue and the need to wait a long time before EVs are mostly or fully charged.\nBut history strongly suggests that my faith in the power of battery swapping was misplaced. Nio said in March that it had carried out 40 million battery swaps yet the firm is still losing a great deal of money. It is also far from being one of China’s leading EV makers. For example, the automaker handed over slightly more than 160,000 vehicles in 2023, while its rival BYD (OTC:BYDDF) delivered a bit more than 3 million vehicles last year. What’s more, Nio lost nearly $2.8 billion last year.\nMoreover, an Israeli startup called Better Space focused on battery swapping about 10 years ago and suffered “massive losses.” It eventually disappeared.\nCould Battery Swapping Eventually Be a Competitive Advantage for NIO Stock?\n In November 2023, Nio began partnering with several other Chinese automakers on “developing battery swap standards and expanding the network in China,” CNBC reported.\nBy working with other automakers, Nio will be able to foster the creation of a huge battery-swapping ecosystem and spread the word about the service more effectively. On the other hand, if more automakers offer the service, Nio’s point of differentiation and competitive advantage become greatly diluted.\nFurther, automakers and battery makers are developing EV batteries that can be charged relatively quickly. For example, Tesla’s superchargers allow 200 miles of range to be added to vehicles’ batteries in just 15 minutes. And Israeli startup StoreDot says that the range of its batteries can be increased by 70 percentage points in only 10 minutes.\nOver the longer term, these and other advances in EV batteries may make battery-swapping services less attractive.\nNio’s Tough Competition and Unimpressive Growth\nNio is facing an array of very tough competitors in the Chinese EV market. In addition to Tesla and BYD, Nio has to contend with many Western giants whose vehicles are generally very popular in the Asian country. Among the names in the latter category are General Motors (NYSE:GM) and Volkswagen (OTC:VLKAF).  \nAnd there are indications that Nio is faltering amid the tough conditions. For example, in Q4 of 2023, its revenue from EV sales increased just 4.6% versus the same period a year earlier. Its operating loss only fell by 4% during the quarter versus the same period a year earlier to a very steep $933 million.\nThe Bottom Line on NIO Stock\nNIO stock has a low price-to-sales ratio of one. Still, given the uncertain value of the company’s only apparent point of differentiation and its uninspiring growth. I advise investors to sell the shares at this time.\nOn the date of publication, Larry Ramer did not hold (either directly or indirectly) any positions in the securities mentioned in this article. The opinions expressed in this article are those of the writer, subject to the InvestorPlace.com Publishing Guidelines\nLarry Ramer has conducted research and written articles on U.S. stocks for 15 years. He has been employed by The Fly and Israel’s largest business newspaper, Globes. Larry began writing columns for InvestorPlace in 2015. Among his highly successful, contrarian picks have been SMCI, INTC, and MGM. You can reach him on Stocktwits at @larryramer.Consumer Discretionary, Automotive, Electric Vehicles \n\n\n\n\n\n\n\n\n\n\n\n\n\n\n\n\n\n\n\n\n\n\n\n\n\n\n\n\n\n\n\n\n\n\n\n\n\n\n\n\n\n\n\n\n\n\n\n\n\n\n\n\n\n\n\n\n\n\n\n\n\n\n\n\n\n\n\n\n\n\n\n\n\n\n\n\n\n\n\n\n\n\n\n\n\nSubmit\n\n\n\n\n\n\n\nArticle printed from InvestorPlace Media, https://investorplace.com/2024/05/nio-stock-battery-swapping-bet-a-gamble-that-might-not-pay-off-for-investors/.\n©2024 InvestorPlace Media, LLC","news_type":1},"isVote":1,"tweetType":1,"viewCount":219,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"EN","totalScore":0},{"id":309766385004568,"gmtCreate":1716631262112,"gmtModify":1716631266062,"author":{"id":"3584079457608282","authorId":"3584079457608282","name":"FGP","avatar":"https://community-static.tradeup.com/news/4f96275867e9fcc09f90747c0edcd143","crmLevel":9,"crmLevelSwitch":1,"followedFlag":false,"idStr":"3584079457608282","authorIdStr":"3584079457608282"},"themes":[],"htmlText":"💤 💤 🥱&nbsp;","listText":"💤 💤 🥱&nbsp;","text":"💤 💤 🥱","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":5,"commentSize":0,"repostSize":0,"link":"https://ttm.financial/post/309766385004568","repostId":"2438093039","repostType":4,"repost":{"id":"2438093039","kind":"highlight","pubTimestamp":1716606000,"share":"https://ttm.financial/m/news/2438093039?lang=&edition=fundamental","pubTime":"2024-05-25 11:00","market":"us","language":"en","title":"NIO: Fundamentally Weak And Overvalued?","url":"https://stock-news.laohu8.com/highlight/detail?id=2438093039","media":"Seeking Alpha","summary":"NIO's operating losses deepen as deliveries increase, making it difficult to adjust pricing and compete with Tesla's price war in China.NIO's pricing advantage in high-end models is overshadowed by it","content":"<html><head></head><body><ul style=\"\"><li><p>NIO&#39;s operating losses deepen as deliveries increase, making it difficult to adjust pricing and compete with Tesla&#39;s price war in China.</p></li><li><p>NIO&#39;s pricing advantage in high-end models is overshadowed by its lack of brand strength compared to competitors.</p></li><li><p>Recent measures from the White House included introduction of 100% border tax on Chinese EVs, which significantly undermined NIO&#39;s export potential.</p></li><li><p>The valuation does not look good as there is a 34% downside potential.</p></li></ul><p class=\"t-img-caption\"><img src=\"https://community-static.tradeup.com/news/5ddf0943a93f4ecd7825e6732cb46f8a\" alt=\"Andy Feng\" title=\"Andy Feng\" tg-width=\"750\" tg-height=\"563\"/><span>Andy Feng</span></p><h2 id=\"id_477835009\">My thesis</h2><p>NIO (NYSE:NIO) currently experiences multiple challenges. The company&#39;s operating losses deepen as it ramps up deliveries, meaning that pricing for its vehicles should be adjusted. However, increasing prices is highly likely to be impossible as the competition is fierce and Tesla (TSLA) continues its price war in China. Nevertheless, escaping this challenging situation seems improbable and NIO is poised to continue burning cash, in my opinion. Therefore, I recommend a Strong Sell on the stock. Moreover, my DCF model indicates that the stock has 34% downside potential.</p><h2 id=\"id_1273470867\">NIO stock analysis</h2><p>NIO is a Chinese EV manufacturing company well-known for its battery swapping strategy to resolve the problem of scarce EV charging infrastructure in China. According to NIO&#39;s latest 20-F SEC filing, the company positions itself as a leading company in the premium smart electric vehicle market. Therefore, when analyzing NIO&#39;s competitive landscape in my analysis, I will compare its offerings to other premium EV manufacturers. Tesla is the name that comes to mind when we speak about premium electric vehicles. German premium legacy automakers like Mercedes-Benz (OTCPK:MBGAF), BMW (OTCPK:BMWYY), and Audi are also very popular in China&#39;s luxury segment. Therefore, I consider these four companies to be direct competitors of NIO.</p><p class=\"t-img-caption\"><img src=\"https://community-static.tradeup.com/news/ca056ecd0ad701f0007df7e6110b0eb6\" alt=\"NIO&#39;s website\" title=\"NIO&#39;s website\" tg-width=\"640\" tg-height=\"298\"/><span>NIO&#39;s website</span></p><p>Despite being a young company, NIO already offers the market nine models, including sedans, tourers, SUVs and coupe SUVs. In the below table, I summarize information regarding prices for NIO&#39;s models from cnevpost.com. The two last columns in the below table are added by me, based on comparisons of models between each other and competitor models&#39; prices in China, which I found from public sources on the internet. As we see, NIO&#39;s models are notably cheaper than all models of German manufacturers and Tesla&#39;s highest-end models. However, NIO&#39;s smallest models are substantially more expensive than Tesla&#39;s Model 3 and Model Y, which are manufactured at Giga Shanghai.</p><p class=\"t-img-caption\"><img src=\"https://community-static.tradeup.com/news/83b9f8c9f8d331cc42631cc1c6b18b15\" alt=\"DT Invest (based on public sources)\" title=\"DT Invest (based on public sources)\" tg-width=\"640\" tg-height=\"225\"/><span>DT Invest (based on public sources)</span></p><p>That said, NIO appears to have pricing advantage in its high-end models. On the other hand, it would be ridiculous to compare the power of NIO&#39;s brand to German automakers, or even Tesla. The perceived relationship of price to quality, or brands, is quite subjective, and it is difficult to arrive at a highly reliable conclusion whether NIO&#39;s pricing helps to compete or not. Therefore, I prefer to look at deliveries numbers, which likely present a fair view of NIO&#39;s power against competition. It was impossible to find China 2023 EV deliveries of German companies. However, one source suggests that Mercedes and BMW doubled their 2023 EV sales in China. On the other hand, Volkswagen (OTCPK:VWAGY) Group&#39;s CEO said that Audi&#39;s EV lineup in China is not competitive. Since Tesla only sells EVs, it was not complex to compare its 2023 vs. 2022 sales dynamics in China against NIO.</p><p class=\"t-img-caption\"><img src=\"https://community-static.tradeup.com/news/d3233cdc5aa2509abd416ea533680e1a\" alt=\"DT Invest (based on public sources)\" title=\"DT Invest (based on public sources)\" tg-width=\"640\" tg-height=\"77\"/><span>DT Invest (based on public sources)</span></p><p>Tesla&#39;s sales in China more than doubled in 2023 compared to 2022, while NIO demonstrated a 31% growth. Please also keep in mind that Tesla confronted much higher numbers compared to NIO, and the gap in absolute terms is more than tenfold. That said, based on NIO&#39;s sales dynamic between 2023 and 2022 compared to Tesla, Mercedes and BMW, I can say that its price advantage does not help much to outperform competitors. Customers are likely to not consider NIO&#39;s lower selling prices as a better value proposition compared to three out of four major competitors, in my opinion.</p><p>Besides not having a competitive advantage from the perspective of physical volume sales, NIO&#39;s current pricing for its models is unsustainable from the financial performance point of view, in my opinion. Despite demonstrating impressive revenue growth in recent years, NIO&#39;s gross and operating profits deteriorated. This means that the pricing policy works against the company&#39;s financial success, as the more cars it sells, the deeper operating losses it gets.</p><p>As we see below, ramping up delivery volumes does not help to improve NIO&#39;s profitability profile. Therefore, the company needs to make an upward adjustment to pricing for its models, and this in theory, will help in improving margins. However, in practice, NIO does not have such a brand strength to be able to exercise pricing power without losing customers. Moreover, increasing prices will certainly not work in the environment where Tesla continues its price war.</p><p class=\"t-img-caption\"><img src=\"https://community-static.tradeup.com/news/8770cab2545062834006073b0438f548\" alt=\"Seeking Alpha\" title=\"Seeking Alpha\" tg-width=\"640\" tg-height=\"453\"/><span>Seeking Alpha</span></p><p>Therefore, conclusions are quite discouraging for NIO. Ramping up deliveries deepens the company&#39;s operating losses, and the company likely does not have any power to adjust pricing higher. The company is burning cash at a massive pace, which we see in deep losses and mounting total debt, which increased more than three-fold over the last five years. Moreover, the number of total common shares outstanding has doubled over the same period.</p><p class=\"t-img-caption\"><img src=\"https://community-static.tradeup.com/news/70a17ac5c615d1a209c06ff6ff5c838d\" alt=\"Seeking Alpha\" title=\"Seeking Alpha\" tg-width=\"640\" tg-height=\"305\"/><span>Seeking Alpha</span></p><p>The recent package of measures from the White House included a 100% border tax on EVs from China. This is a substantial adverse development for NIO, as it apparently means that Chinese automakers are extremely unlikely to be able to compete on pricing, with a 100% tariff added to the selling price. Recent news suggests that the European Union is considering the same move to protect local automotive companies and jobs of people occupied in the industry. Since the U.S. and EU are the largest markets for Chinese companies to export to, these moves significantly limit NIO&#39;s export potential.</p><p>In summary, my bearish sentiment towards NIO stems from several concerning indicators. The company struggles to compete within the crowded market, profitability profile is inconsistent with revenue growth, and recent developments imply that NIO&#39;s export potential is currently quite limited.</p><h2 id=\"id_180511418\">Intrinsic value calculation</h2><p>As I mentioned earlier, NIO is deeply unprofitable, which makes analyzing valuation ratios based on earnings irrelevant. For a growth unprofitable company like NIO, the discounted cash flow (DCF) approach is likely the only one to calculate intrinsic value. Under DCF, future cash flows must be discounted, and I must figure out the discount rate. In the below working, I have outlined my WACC calculation and have explained the sources of all my assumptions.</p><p class=\"t-img-caption\"><img src=\"https://community-static.tradeup.com/news/827942b5c6e300f69401f6e15ce8df0f\" alt=\"DT Invest\" title=\"DT Invest\" tg-width=\"640\" tg-height=\"403\"/><span>DT Invest</span></p><p>With WACC figured out, I can proceed with other assumptions. Since NIO&#39;s recent revenue growth history has been notably volatile, and is still incurring losses, the level of uncertainty around my assumptions will be extremely high, also because consensus estimates are extremely volatile. I am using Wall Street expectations only for the base year revenue assumption, and the rest will be based on other sources. Therefore, base year revenue is $9.09 billion and revenue CAGR for years beyond is 8.61%. Due to the weaknesses described in the stock analysis, it is extremely difficult to forecast NIO&#39;s free cash flow (FCF) dynamic. Therefore, some rule of thumb should apply here, and I will project a 50 basis points FCF margin expansion each year. I incorporate a 4% perpetual growth rate due to solid secular trends in EV industry. I also add up NIO&#39;s cash position and deduct total debt, these amounts were recorded in the company&#39;s balance sheet as of December 31, 2023.</p><p class=\"t-img-caption\"><img src=\"https://community-static.tradeup.com/news/19fcdb40f3bb6f4e3ae9c0acaa8ad138\" alt=\"DT Invest\" title=\"DT Invest\" tg-width=\"640\" tg-height=\"492\"/><span>DT Invest</span></p><p>NIO&#39;s intrinsic value is 34% lower than the market capitalization, and that is the evidence that the stock is overvalued. My target price for NIO is $3.15.</p><h2 id=\"id_4203428726\">What can go wrong with my thesis?</h2><p>Despite all weaknesses and strong competition, NIO continues investing in developing its business because it has a wealthy investor among its shareholders, Abu Dhabi&#39;s CYVN Holdings fund. I did not find much information about this fund on the Internet in terms of its assets under management (AUM) to assess its investing potential. However, the fund has already invested billions of dollars into NIO, and it is not a secret that Abu Dhabi is an oil-rich state, which means that CYVN&#39;s pockets are likely deep enough to continue supporting NIO&#39;s operations and innovations. For example, on May 15, NIO unveiled its lower-priced brand Onvo, which might help improve NIO&#39;s revenue mix and help in expanding into new segments.</p><p>Recent news also suggests that NIO is working under launching two new mass-market models for the European market, and in case one of these models becomes a best-seller, it might be an inflection point for NIO, which will be absorbed by the market with big optimism and will work against my bearish thesis. However, if the EU implements increased tax barriers for Chinese EVs, this potential positive catalyst will remain unrealized.</p><h2 id=\"id_3421269110\">Summary</h2><p>NIO is in a very difficult situation when adjusting prices appears to be the only option to reduce losses and cash burn. However, such a scenario will likely lead to a significant market share loss because of fierce competition, especially from Tesla. The valuation also does not look good, in my opinion.</p><p>Editor&#39;s Note: This article discusses one or more securities that do not trade on a major U.S. exchange. Please be aware of the risks associated with these stocks.</p></body></html>","source":"seekingalpha","collect":0,"html":"<!DOCTYPE html>\n<html>\n<head>\n<meta http-equiv=\"Content-Type\" content=\"text/html; charset=utf-8\" />\n<meta name=\"viewport\" content=\"width=device-width,initial-scale=1.0,minimum-scale=1.0,maximum-scale=1.0,user-scalable=no\"/>\n<meta name=\"format-detection\" content=\"telephone=no,email=no,address=no\" />\n<title>NIO: Fundamentally Weak And Overvalued?</title>\n<style type=\"text/css\">\na,abbr,acronym,address,applet,article,aside,audio,b,big,blockquote,body,canvas,caption,center,cite,code,dd,del,details,dfn,div,dl,dt,\nem,embed,fieldset,figcaption,figure,footer,form,h1,h2,h3,h4,h5,h6,header,hgroup,html,i,iframe,img,ins,kbd,label,legend,li,mark,menu,nav,\nobject,ol,output,p,pre,q,ruby,s,samp,section,small,span,strike,strong,sub,summary,sup,table,tbody,td,tfoot,th,thead,time,tr,tt,u,ul,var,video{ font:inherit;margin:0;padding:0;vertical-align:baseline;border:0 }\nbody{ font-size:16px; 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}\n.meta {color:#5e5c6d;font-size:13px;margin:0 0 .5em; }\na{text-decoration:none; color:#2a4b87;}\n.meta .head { display: inline-block; overflow: hidden}\n.head .h-thumb { width: 30px; height: 30px; margin: 0; padding: 0; border-radius: 50%; float: left;}\n.head .h-content { margin: 0; padding: 0 0 0 9px; float: left;}\n.head .h-name {font-size: 13px; color: #eee; margin: 0;}\n.head .h-time {font-size: 11px; color: #7E829C; margin: 0;line-height: 11px;}\n.small {font-size: 12.5px; display: inline-block; transform: scale(0.9); -webkit-transform: scale(0.9); transform-origin: left; -webkit-transform-origin: left;}\n.smaller {font-size: 12.5px; display: inline-block; transform: scale(0.8); -webkit-transform: scale(0.8); transform-origin: left; -webkit-transform-origin: left;}\n.bt-text {font-size: 12px;margin: 1.5em 0 0 0}\n.bt-text p {margin: 0}\n</style>\n</head>\n<body>\n<div class=\"wrapper\">\n<header>\n<h2 class=\"title\">\nNIO: Fundamentally Weak And Overvalued?\n</h2>\n\n<h4 class=\"meta\">\n\n\n2024-05-25 11:00 GMT+8&nbsp;&nbsp;&nbsp;<a href=https://seekingalpha.com/article/4695579-nio-fundamentally-weak-and-overvalued><strong>Seeking Alpha</strong></a>\n\n\n</h4>\n\n</header>\n<article>\n<div>\n<p>NIO's operating losses deepen as deliveries increase, making it difficult to adjust pricing and compete with Tesla's price war in China.NIO's pricing advantage in high-end models is overshadowed by ...</p>\n\n<a href=\"https://seekingalpha.com/article/4695579-nio-fundamentally-weak-and-overvalued\">Web Link</a>\n\n</div>\n\n\n</article>\n</div>\n</body>\n</html>\n","type":0,"thumbnail":"","relate_stocks":{"BK4505":"高瓴资本持仓","LU1861215975.USD":"贝莱德新一代科技基金 A2","LU0056508442.USD":"贝莱德世界科技基金A2","BK4504":"桥水持仓","BK4511":"特斯拉概念","LU1435385759.SGD":"Natixis Loomis Sayles US Growth Equity RA SGD-H","LU1852331112.SGD":"Blackrock World Technology Fund A2 SGD-H","BK6125":"汽车制造商","LU2357305700.SGD":"Allianz Global Artificial Intelligence ET H2-SGD","LU0689472784.USD":"安联收益及增长基金Cl AM AT Acc","NIO.SI":"蔚来","LU2087621335.USD":"ALLSPRING GLOBAL FACTOR ENHANCED EQUITY \"A\" (USD) ACC","LU0316494557.USD":"FRANKLIN GLOBAL FUNDAMENTAL STRATEGIES \"A\" ACC","LU0198837287.USD":"UBS (LUX) EQUITY SICAV - USA GROWTH \"P\" (USD) ACC","BK4531":"中概回港概念","BK4585":"ETF&股票定投概念","LU0820561818.USD":"安联收益及增长平衡基金Cl AM DIS","09866":"蔚来-SW","LU1861558580.USD":"日兴方舟颠覆性创新基金B","LU0320764599.SGD":"FTIF - Templeton China A Acc SGD","LU2326559502.SGD":"Natixis Loomis Sayles US Growth Equity P/A SGD-H","LU0052750758.USD":"富兰克林中国基金A Acc","LU0820562030.AUD":"ALLIANZ INCOME AND GROWTH \"AMH2\" (AUDHDG) H2 INC","LU0719512351.SGD":"JPMorgan Funds - US Technology A (acc) SGD","BK4211":"区域性银行","BK4509":"腾讯概念","LU0348723411.USD":"ALLIANZ GLOBAL HI-TECH GROWTH \"A\" (USD) INC","LU0234570918.USD":"高盛全球核心股票组合Acc Close","LU0943347566.SGD":"安联收益及增长平衡基金AM H2-SGD","LU2602419157.SGD":"HSBC ISLAMIC GLOBAL EQUITY INDEX \"AC\" (SGD) ACC","LU1861220033.SGD":"Blackrock Next Generation Technology A2 SGD-H","BK4527":"明星科技股","NIO":"蔚来","BK4550":"红杉资本持仓","LU1839511570.USD":"WELLS FARGO GLOBAL FACTOR ENHANCED EQUITY \"I\" (USD) ACC","LU1861559042.SGD":"日兴方舟颠覆性创新基金B SGD","BK4588":"碎股","LU0823411888.USD":"法巴消费创新基金 Cap","LU2756315664.SGD":"ALLIANZ INCOME AND GROWTH \"AMI\" (SGDHDG) INC","LU0082616367.USD":"摩根大通美国科技A（dist）","LU0708995583.HKD":"TEMPLETON CHINA \"A\" (HKD) ACC","BK4551":"寇图资本持仓","IE00B1XK9C88.USD":"PINEBRIDGE US LARGE CAP RESEARCH ENHANCED \"A\" (USD) ACC"},"source_url":"https://seekingalpha.com/article/4695579-nio-fundamentally-weak-and-overvalued","is_english":true,"share_image_url":"https://static.laohu8.com/5a36db9d73b4222bc376d24ccc48c8a4","article_id":"2438093039","content_text":"NIO's operating losses deepen as deliveries increase, making it difficult to adjust pricing and compete with Tesla's price war in China.NIO's pricing advantage in high-end models is overshadowed by its lack of brand strength compared to competitors.Recent measures from the White House included introduction of 100% border tax on Chinese EVs, which significantly undermined NIO's export potential.The valuation does not look good as there is a 34% downside potential.Andy FengMy thesisNIO (NYSE:NIO) currently experiences multiple challenges. The company's operating losses deepen as it ramps up deliveries, meaning that pricing for its vehicles should be adjusted. However, increasing prices is highly likely to be impossible as the competition is fierce and Tesla (TSLA) continues its price war in China. Nevertheless, escaping this challenging situation seems improbable and NIO is poised to continue burning cash, in my opinion. Therefore, I recommend a Strong Sell on the stock. Moreover, my DCF model indicates that the stock has 34% downside potential.NIO stock analysisNIO is a Chinese EV manufacturing company well-known for its battery swapping strategy to resolve the problem of scarce EV charging infrastructure in China. According to NIO's latest 20-F SEC filing, the company positions itself as a leading company in the premium smart electric vehicle market. Therefore, when analyzing NIO's competitive landscape in my analysis, I will compare its offerings to other premium EV manufacturers. Tesla is the name that comes to mind when we speak about premium electric vehicles. German premium legacy automakers like Mercedes-Benz (OTCPK:MBGAF), BMW (OTCPK:BMWYY), and Audi are also very popular in China's luxury segment. Therefore, I consider these four companies to be direct competitors of NIO.NIO's websiteDespite being a young company, NIO already offers the market nine models, including sedans, tourers, SUVs and coupe SUVs. In the below table, I summarize information regarding prices for NIO's models from cnevpost.com. The two last columns in the below table are added by me, based on comparisons of models between each other and competitor models' prices in China, which I found from public sources on the internet. As we see, NIO's models are notably cheaper than all models of German manufacturers and Tesla's highest-end models. However, NIO's smallest models are substantially more expensive than Tesla's Model 3 and Model Y, which are manufactured at Giga Shanghai.DT Invest (based on public sources)That said, NIO appears to have pricing advantage in its high-end models. On the other hand, it would be ridiculous to compare the power of NIO's brand to German automakers, or even Tesla. The perceived relationship of price to quality, or brands, is quite subjective, and it is difficult to arrive at a highly reliable conclusion whether NIO's pricing helps to compete or not. Therefore, I prefer to look at deliveries numbers, which likely present a fair view of NIO's power against competition. It was impossible to find China 2023 EV deliveries of German companies. However, one source suggests that Mercedes and BMW doubled their 2023 EV sales in China. On the other hand, Volkswagen (OTCPK:VWAGY) Group's CEO said that Audi's EV lineup in China is not competitive. Since Tesla only sells EVs, it was not complex to compare its 2023 vs. 2022 sales dynamics in China against NIO.DT Invest (based on public sources)Tesla's sales in China more than doubled in 2023 compared to 2022, while NIO demonstrated a 31% growth. Please also keep in mind that Tesla confronted much higher numbers compared to NIO, and the gap in absolute terms is more than tenfold. That said, based on NIO's sales dynamic between 2023 and 2022 compared to Tesla, Mercedes and BMW, I can say that its price advantage does not help much to outperform competitors. Customers are likely to not consider NIO's lower selling prices as a better value proposition compared to three out of four major competitors, in my opinion.Besides not having a competitive advantage from the perspective of physical volume sales, NIO's current pricing for its models is unsustainable from the financial performance point of view, in my opinion. Despite demonstrating impressive revenue growth in recent years, NIO's gross and operating profits deteriorated. This means that the pricing policy works against the company's financial success, as the more cars it sells, the deeper operating losses it gets.As we see below, ramping up delivery volumes does not help to improve NIO's profitability profile. Therefore, the company needs to make an upward adjustment to pricing for its models, and this in theory, will help in improving margins. However, in practice, NIO does not have such a brand strength to be able to exercise pricing power without losing customers. Moreover, increasing prices will certainly not work in the environment where Tesla continues its price war.Seeking AlphaTherefore, conclusions are quite discouraging for NIO. Ramping up deliveries deepens the company's operating losses, and the company likely does not have any power to adjust pricing higher. The company is burning cash at a massive pace, which we see in deep losses and mounting total debt, which increased more than three-fold over the last five years. Moreover, the number of total common shares outstanding has doubled over the same period.Seeking AlphaThe recent package of measures from the White House included a 100% border tax on EVs from China. This is a substantial adverse development for NIO, as it apparently means that Chinese automakers are extremely unlikely to be able to compete on pricing, with a 100% tariff added to the selling price. Recent news suggests that the European Union is considering the same move to protect local automotive companies and jobs of people occupied in the industry. Since the U.S. and EU are the largest markets for Chinese companies to export to, these moves significantly limit NIO's export potential.In summary, my bearish sentiment towards NIO stems from several concerning indicators. The company struggles to compete within the crowded market, profitability profile is inconsistent with revenue growth, and recent developments imply that NIO's export potential is currently quite limited.Intrinsic value calculationAs I mentioned earlier, NIO is deeply unprofitable, which makes analyzing valuation ratios based on earnings irrelevant. For a growth unprofitable company like NIO, the discounted cash flow (DCF) approach is likely the only one to calculate intrinsic value. Under DCF, future cash flows must be discounted, and I must figure out the discount rate. In the below working, I have outlined my WACC calculation and have explained the sources of all my assumptions.DT InvestWith WACC figured out, I can proceed with other assumptions. Since NIO's recent revenue growth history has been notably volatile, and is still incurring losses, the level of uncertainty around my assumptions will be extremely high, also because consensus estimates are extremely volatile. I am using Wall Street expectations only for the base year revenue assumption, and the rest will be based on other sources. Therefore, base year revenue is $9.09 billion and revenue CAGR for years beyond is 8.61%. Due to the weaknesses described in the stock analysis, it is extremely difficult to forecast NIO's free cash flow (FCF) dynamic. Therefore, some rule of thumb should apply here, and I will project a 50 basis points FCF margin expansion each year. I incorporate a 4% perpetual growth rate due to solid secular trends in EV industry. I also add up NIO's cash position and deduct total debt, these amounts were recorded in the company's balance sheet as of December 31, 2023.DT InvestNIO's intrinsic value is 34% lower than the market capitalization, and that is the evidence that the stock is overvalued. My target price for NIO is $3.15.What can go wrong with my thesis?Despite all weaknesses and strong competition, NIO continues investing in developing its business because it has a wealthy investor among its shareholders, Abu Dhabi's CYVN Holdings fund. I did not find much information about this fund on the Internet in terms of its assets under management (AUM) to assess its investing potential. However, the fund has already invested billions of dollars into NIO, and it is not a secret that Abu Dhabi is an oil-rich state, which means that CYVN's pockets are likely deep enough to continue supporting NIO's operations and innovations. For example, on May 15, NIO unveiled its lower-priced brand Onvo, which might help improve NIO's revenue mix and help in expanding into new segments.Recent news also suggests that NIO is working under launching two new mass-market models for the European market, and in case one of these models becomes a best-seller, it might be an inflection point for NIO, which will be absorbed by the market with big optimism and will work against my bearish thesis. However, if the EU implements increased tax barriers for Chinese EVs, this potential positive catalyst will remain unrealized.SummaryNIO is in a very difficult situation when adjusting prices appears to be the only option to reduce losses and cash burn. However, such a scenario will likely lead to a significant market share loss because of fierce competition, especially from Tesla. The valuation also does not look good, in my opinion.Editor's Note: This article discusses one or more securities that do not trade on a major U.S. exchange. Please be aware of the risks associated with these stocks.","news_type":1},"isVote":1,"tweetType":1,"viewCount":302,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"EN","totalScore":0},{"id":305403118432400,"gmtCreate":1715595806253,"gmtModify":1715595810169,"author":{"id":"3584079457608282","authorId":"3584079457608282","name":"FGP","avatar":"https://community-static.tradeup.com/news/4f96275867e9fcc09f90747c0edcd143","crmLevel":9,"crmLevelSwitch":1,"followedFlag":false,"idStr":"3584079457608282","authorIdStr":"3584079457608282"},"themes":[],"htmlText":"Ok then.... huat ah","listText":"Ok then.... huat ah","text":"Ok then.... huat ah","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":1,"commentSize":0,"repostSize":0,"link":"https://ttm.financial/post/305403118432400","repostId":"1145363673","repostType":4,"repost":{"id":"1145363673","kind":"news","pubTimestamp":1715595553,"share":"https://ttm.financial/m/news/1145363673?lang=&edition=fundamental","pubTime":"2024-05-13 18:19","market":"sg","language":"en","title":"Lawrence Wong Is Ready to Lead Singapore, Says PM Lee in Letter to President Tharman","url":"https://stock-news.laohu8.com/highlight/detail?id=1145363673","media":"CNA","summary":"SINGAPORE: Deputy Prime Minister Lawrence Wong is ready to lead Singapore, Prime Minister Lee Hsien Loong wrote on Monday (May 13) in a letter toPresident Tharman Shanmugaratnam, announcing his intent","content":"<html><head></head><body><p>SINGAPORE: Deputy Prime Minister Lawrence Wong is ready to lead Singapore, Prime Minister Lee Hsien Loong wrote on Monday (May 13) in a letter to President Tharman Shanmugaratnam, announcing his intention to resign on Wednesday.</p><p style=\"text-align: start;\">The letter is a formal process in Singapore&#39;s leadership transition, following last month&#39;s announcement that Mr Wong, 51, will be will be sworn in as Prime Minister on Wednesday.</p><p style=\"text-align: start;\">President Tharman in turn thanked Mr Lee for his service. He then wrote to Mr Wong stating his intention to appoint him as Prime Minister and invited him to form the next government.</p><p style=\"text-align: start;\">Mr Lee, 72, noted in his letter that he had originally planned to hand over to a successor by the time he was 70 but the COVID-19 pandemic disrupted this timeline.</p><p style=\"text-align: start;\">&#34;After the pandemic, we carried out a process to choose my successor. On Apr 14, 2022, the PAP (People&#39;s Action Party) Members of Parliament met and unanimously endorsed Mr Lawrence Wong as the person to succeed me,&#34; he said in the letter to President Tharman.</p><p>&#34;Now, two years on, he is ready to lead Singapore,&#34; wrote Mr Lee, who formally advised the President to invite Mr Wong to form the next government.</p><h4 id=\"id_3078240987\">Letter from PM Lee Hsien Loong to President Tharman</h4><p class=\"t-img-caption\"><img src=\"https://community-static.tradeup.com/news/00df2a341267b2fdf3d46ef3eeaaa8f4\" tg-width=\"655\" tg-height=\"932\"/></p><p>In President Tharman&#39;s reply, he agreed that Mr Wong commands the confidence of the majority of the MPs.</p><p>He also thanked Mr Lee, who took office in August 2004, for four decades of &#34;selfless service&#34; in government.</p><p>&#34;Your sense of duty and integrity, wisdom and compassion, have set a high standard, and will inspire those who follow.&#34;</p><p>Mr Wong, who is also Finance Minister, previously said that Mr Lee has agreed to stay on in the Cabinet as Senior Minister. This continues a tradition for past outgoing Prime Ministers.</p><p>&#34;Your experience and advice will I am sure benefit the new leadership team as they chart the next phase of our history and make an even better Singapore,&#34; President Tharman said in his letter to Mr Lee.</p><p>Writing to Mr Wong, the President wrote: &#34;I have every confidence that as Prime Minister, you will lead Singapore with honour and ensure the continued stability and vitality of our nation.&#34; </p><h4 id=\"id_2745448923\">Letter from President Tharman to PM Lee Hsien Loong</h4><p class=\"t-img-caption\"><img src=\"https://community-static.tradeup.com/news/0b41ee92ad9773aa3820b3cad64695b2\" tg-width=\"655\" tg-height=\"927\"/></p><h4 id=\"id_3409961\">Letter from President Tharman to DPM Lawrence Wong</h4><p class=\"t-img-caption\"><img src=\"https://community-static.tradeup.com/news/665abe224cdc44f4f675426f86c5847e\" tg-width=\"651\" tg-height=\"933\"/></p><p></p></body></html>","source":"can_highlight","collect":0,"html":"<!DOCTYPE html>\n<html>\n<head>\n<meta http-equiv=\"Content-Type\" content=\"text/html; charset=utf-8\" />\n<meta name=\"viewport\" content=\"width=device-width,initial-scale=1.0,minimum-scale=1.0,maximum-scale=1.0,user-scalable=no\"/>\n<meta name=\"format-detection\" content=\"telephone=no,email=no,address=no\" />\n<title>Lawrence Wong Is Ready to Lead Singapore, Says PM Lee in Letter to President Tharman</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; 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overflow: hidden}\n.head .h-thumb { width: 30px; height: 30px; margin: 0; padding: 0; border-radius: 50%; float: left;}\n.head .h-content { margin: 0; padding: 0 0 0 9px; float: left;}\n.head .h-name {font-size: 13px; color: #eee; margin: 0;}\n.head .h-time {font-size: 11px; color: #7E829C; margin: 0;line-height: 11px;}\n.small {font-size: 12.5px; display: inline-block; transform: scale(0.9); -webkit-transform: scale(0.9); transform-origin: left; -webkit-transform-origin: left;}\n.smaller {font-size: 12.5px; display: inline-block; transform: scale(0.8); -webkit-transform: scale(0.8); transform-origin: left; -webkit-transform-origin: left;}\n.bt-text {font-size: 12px;margin: 1.5em 0 0 0}\n.bt-text p {margin: 0}\n</style>\n</head>\n<body>\n<div class=\"wrapper\">\n<header>\n<h2 class=\"title\">\nLawrence Wong Is Ready to Lead Singapore, Says PM Lee in Letter to President Tharman\n</h2>\n\n<h4 class=\"meta\">\n\n\n2024-05-13 18:19 GMT+8&nbsp;&nbsp;&nbsp;<a href=https://www.channelnewsasia.com/singapore/pm-lee-hsien-loong-resign-lawrence-wong-president-tharman-4331491><strong>CNA</strong></a>\n\n\n</h4>\n\n</header>\n<article>\n<div>\n<p>SINGAPORE: Deputy Prime Minister Lawrence Wong is ready to lead Singapore, Prime Minister Lee Hsien Loong wrote on Monday (May 13) in a letter to President Tharman Shanmugaratnam, announcing his ...</p>\n\n<a href=\"https://www.channelnewsasia.com/singapore/pm-lee-hsien-loong-resign-lawrence-wong-president-tharman-4331491\">Web Link</a>\n\n</div>\n\n\n</article>\n</div>\n</body>\n</html>\n","type":0,"thumbnail":"","relate_stocks":{"STI.SI":"富时新加坡海峡指数"},"source_url":"https://www.channelnewsasia.com/singapore/pm-lee-hsien-loong-resign-lawrence-wong-president-tharman-4331491","is_english":true,"share_image_url":"https://static.laohu8.com/e9f99090a1c2ed51c021029395664489","article_id":"1145363673","content_text":"SINGAPORE: Deputy Prime Minister Lawrence Wong is ready to lead Singapore, Prime Minister Lee Hsien Loong wrote on Monday (May 13) in a letter to President Tharman Shanmugaratnam, announcing his intention to resign on Wednesday.The letter is a formal process in Singapore's leadership transition, following last month's announcement that Mr Wong, 51, will be will be sworn in as Prime Minister on Wednesday.President Tharman in turn thanked Mr Lee for his service. He then wrote to Mr Wong stating his intention to appoint him as Prime Minister and invited him to form the next government.Mr Lee, 72, noted in his letter that he had originally planned to hand over to a successor by the time he was 70 but the COVID-19 pandemic disrupted this timeline.\"After the pandemic, we carried out a process to choose my successor. On Apr 14, 2022, the PAP (People's Action Party) Members of Parliament met and unanimously endorsed Mr Lawrence Wong as the person to succeed me,\" he said in the letter to President Tharman.\"Now, two years on, he is ready to lead Singapore,\" wrote Mr Lee, who formally advised the President to invite Mr Wong to form the next government.Letter from PM Lee Hsien Loong to President TharmanIn President Tharman's reply, he agreed that Mr Wong commands the confidence of the majority of the MPs.He also thanked Mr Lee, who took office in August 2004, for four decades of \"selfless service\" in government.\"Your sense of duty and integrity, wisdom and compassion, have set a high standard, and will inspire those who follow.\"Mr Wong, who is also Finance Minister, previously said that Mr Lee has agreed to stay on in the Cabinet as Senior Minister. This continues a tradition for past outgoing Prime Ministers.\"Your experience and advice will I am sure benefit the new leadership team as they chart the next phase of our history and make an even better Singapore,\" President Tharman said in his letter to Mr Lee.Writing to Mr Wong, the President wrote: \"I have every confidence that as Prime Minister, you will lead Singapore with honour and ensure the continued stability and vitality of our nation.\" Letter from President Tharman to PM Lee Hsien LoongLetter from President Tharman to DPM Lawrence Wong","news_type":1},"isVote":1,"tweetType":1,"viewCount":309,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"EN","totalScore":0}],"hots":[{"id":387535642497216,"gmtCreate":1735643745814,"gmtModify":1735643751994,"author":{"id":"3584079457608282","authorId":"3584079457608282","name":"FGP","avatar":"https://community-static.tradeup.com/news/4f96275867e9fcc09f90747c0edcd143","crmLevel":9,"crmLevelSwitch":1,"followedFlag":false,"idStr":"3584079457608282","authorIdStr":"3584079457608282"},"themes":[],"htmlText":"On November 7, 36kr reported that Nio (NYSE: NIO) provided its supply chain with a 2024 sales forecast of more than 230,000 units, Xpeng (NYSE: XPEV) of more than 280,000 units and Li Auto of more than 800,000 units. Li Auto only 500,000 units??? How about Xpev??","listText":"On November 7, 36kr reported that Nio (NYSE: NIO) provided its supply chain with a 2024 sales forecast of more than 230,000 units, Xpeng (NYSE: XPEV) of more than 280,000 units and Li Auto of more than 800,000 units. Li Auto only 500,000 units??? How about Xpev??","text":"On November 7, 36kr reported that Nio (NYSE: NIO) provided its supply chain with a 2024 sales forecast of more than 230,000 units, Xpeng (NYSE: XPEV) of more than 280,000 units and Li Auto of more than 800,000 units. Li Auto only 500,000 units??? How about Xpev??","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":5,"commentSize":0,"repostSize":1,"link":"https://ttm.financial/post/387535642497216","repostId":"2495677386","repostType":4,"repost":{"id":"2495677386","kind":"highlight","pubTimestamp":1735643003,"share":"https://ttm.financial/m/news/2495677386?lang=&edition=fundamental","pubTime":"2024-12-31 19:03","market":"us","language":"en","title":"Li Auto Sees Total Deliveries in 2024 Reach 500,000 Units","url":"https://stock-news.laohu8.com/highlight/detail?id=2495677386","media":"CnEVPost","summary":"Li Auto reached its 500,000th delivery in 2024 today at 18:18 Beijing Time, meaning it has delivered around 58,000 vehicles so far this month.","content":"<html><head></head><body><p>Li Auto (NASDAQ: LI) is on pace for a record month of deliveries as it closes out 2024 with more than 500,000 full-year deliveries.</p><p>The company took to Weibo today to show a real-time countdown to its full-year 2024 vehicle delivery figure gradually reaching 500,000 units.</p><p>As of 18:18 Beijing Time, Li Auto reached its 500,000th delivery in 2024.</p><p>This means that, as of this writing, the company has delivered a total of 58,005 vehicles so far this month. That number continues to grow.</p><p>Li Auto guided for fourth-quarter vehicle deliveries between 160,000 and 170,000 units on October 31, implying year-on-year growth of 21.4 percent to 29.0 percent, slightly higher than the 152,831 vehicles delivered in the third quarter.</p><p>If Li Auto is to meet that guidance, it would need to deliver at least 59,817 vehicles in December.</p><p>The company and major peers are expected to announce December delivery figures tomorrow.</p><p>Li Auto had 13,400 insurance registrations last week, down 3.60 percent from 13,900 the previous week, according to figures it shared earlier today.</p></body></html>","source":"cnevpost_highlight","collect":0,"html":"<!DOCTYPE html>\n<html>\n<head>\n<meta http-equiv=\"Content-Type\" content=\"text/html; charset=utf-8\" />\n<meta name=\"viewport\" content=\"width=device-width,initial-scale=1.0,minimum-scale=1.0,maximum-scale=1.0,user-scalable=no\"/>\n<meta name=\"format-detection\" content=\"telephone=no,email=no,address=no\" />\n<title>Li Auto Sees Total Deliveries in 2024 Reach 500,000 Units</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 Sees Total Deliveries in 2024 Reach 500,000 Units\n</h2>\n\n<h4 class=\"meta\">\n\n\n2024-12-31 19:03 GMT+8&nbsp;&nbsp;&nbsp;<a href=https://cnevpost.com/2024/12/31/li-auto-deliveries-2024-500000/><strong>CnEVPost</strong></a>\n\n\n</h4>\n\n</header>\n<article>\n<div>\n<p>Li Auto (NASDAQ: LI) is on pace for a record month of deliveries as it closes out 2024 with more than 500,000 full-year deliveries.The company took to Weibo today to show a real-time countdown to its ...</p>\n\n<a href=\"https://cnevpost.com/2024/12/31/li-auto-deliveries-2024-500000/\">Web Link</a>\n\n</div>\n\n\n</article>\n</div>\n</body>\n</html>\n","type":0,"thumbnail":"","relate_stocks":{"BK4503":"景林资产持仓","BK4099":"汽车制造商","BK4551":"寇图资本持仓","BK4548":"巴美列捷福持仓","BK4563":"昨日强势股","LI":"理想汽车","BK4555":"新能源车","BK4588":"碎股","BK4585":"ETF&股票定投概念","BK4526":"热门中概股"},"source_url":"https://cnevpost.com/2024/12/31/li-auto-deliveries-2024-500000/","is_english":true,"share_image_url":"https://static.laohu8.com/e9f99090a1c2ed51c021029395664489","article_id":"2495677386","content_text":"Li Auto (NASDAQ: LI) is on pace for a record month of deliveries as it closes out 2024 with more than 500,000 full-year deliveries.The company took to Weibo today to show a real-time countdown to its full-year 2024 vehicle delivery figure gradually reaching 500,000 units.As of 18:18 Beijing Time, Li Auto reached its 500,000th delivery in 2024.This means that, as of this writing, the company has delivered a total of 58,005 vehicles so far this month. That number continues to grow.Li Auto guided for fourth-quarter vehicle deliveries between 160,000 and 170,000 units on October 31, implying year-on-year growth of 21.4 percent to 29.0 percent, slightly higher than the 152,831 vehicles delivered in the third quarter.If Li Auto is to meet that guidance, it would need to deliver at least 59,817 vehicles in December.The company and major peers are expected to announce December delivery figures tomorrow.Li Auto had 13,400 insurance registrations last week, down 3.60 percent from 13,900 the previous week, according to figures it shared earlier today.","news_type":1},"isVote":1,"tweetType":1,"viewCount":578,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"EN","totalScore":0},{"id":9964060734,"gmtCreate":1670035455029,"gmtModify":1676538293124,"author":{"id":"3584079457608282","authorId":"3584079457608282","name":"FGP","avatar":"https://community-static.tradeup.com/news/4f96275867e9fcc09f90747c0edcd143","crmLevel":9,"crmLevelSwitch":1,"followedFlag":false,"idStr":"3584079457608282","authorIdStr":"3584079457608282"},"themes":[],"htmlText":"Writer stated numbers only but didnt explained whythe wideing losses, its used for R&amp;D, partnering, expansions to EU and even developing NiO mobile phones, batteries, chips etc.&nbsp;All these points not mentioned. Mr. William Li is a dedicated and focus CEO,what he had been doing clearly show his leadershipand vision towards EV transition.","listText":"Writer stated numbers only but didnt explained whythe wideing losses, its used for R&amp;D, partnering, expansions to EU and even developing NiO mobile phones, batteries, chips etc.&nbsp;All these points not mentioned. Mr. William Li is a dedicated and focus CEO,what he had been doing clearly show his leadershipand vision towards EV transition.","text":"Writer stated numbers only but didnt explained whythe wideing losses, its used for R&D, partnering, expansions to EU and even developing NiO mobile phones, batteries, chips etc. All these points not mentioned. Mr. William Li is a dedicated and focus CEO,what he had been doing clearly show his leadershipand vision towards EV transition.","images":[],"top":1,"highlighted":2,"essential":1,"paper":1,"likeSize":25,"commentSize":15,"repostSize":0,"link":"https://ttm.financial/post/9964060734","repostId":"2288596195","repostType":2,"repost":{"id":"2288596195","kind":"highlight","pubTimestamp":1670024380,"share":"https://ttm.financial/m/news/2288596195?lang=&edition=fundamental","pubTime":"2022-12-03 07:39","market":"us","language":"en","title":"Why Now Is NOT the Time to Buy NIO Stock","url":"https://stock-news.laohu8.com/highlight/detail?id=2288596195","media":"InvestorPlace","summary":"Nio (NIO) stock could remain under pressure to due China’s unpredictable Covid-19 policy.Despite Nio’s revenue growth, investors should observe the company’s widening earnings loss.Investors can choos","content":"<html><head></head><body><ul><li><b>Nio</b> (<b>NIO</b>) stock could remain under pressure to due China’s unpredictable Covid-19 policy.</li><li>Despite Nio’s revenue growth, investors should observe the company’s widening earnings loss.</li><li>Investors can choose to delay any purchases of NIO stock until conditions improve.</li></ul><p><img src=\"https://static.tigerbbs.com/14e2554adb7734c917635ae8dca2b6ba\" tg-width=\"768\" tg-height=\"432\" referrerpolicy=\"no-referrer\"/></p><p>Source: Michael Vi / Shutterstock.com</p><p>Given the fact that <b>Nio</b> (NYSE:<b>NIO</b>) stock is down year-to-date, eager investors may be tempted to take a long position now. However, this is actually a time to exercise caution.</p><p>For one thing, China’s on-and-off zero-Covid policies could throw a wrench into the works. Besides, Nio’s financials are less than ideal, especially when it comes to the company’s profits (or lack thereof).</p><p>As a China-based electric vehicle (EV) company, Nio has to contend with multiple challenges. There’s the prospect of having to compete in a fierce EV market. Plus, Nio must deal with a government that’s not always business-friendly.</p><p>Regardless of where you’re located, if you’re invested in Nio, the company’s problems will become your problems. There may be a time to take a stake in Nio at some point in the future, but for the time being, a watch-and-wait strategy is entirely appropriate.</p><table border=\"1\"><tbody><tr><td><b>NIO</b></td><td><b>Nio</b></td><td>$12.09</td></tr></tbody></table><h2>What’s Happening with NIO Stock?</h2><p>NIO stock started 2022 at $33, but recently declined to just $12 and change. Bear in mind, just because a stock has a lower price, doesn’t necessarily mean it’s a good value.</p><p>It’s difficult to assign a proper value to a stock when there’s an unpredictable government. On Nov. 11, a number of U.S.-listed Chinese companies’ shares rallied because Beijing seemed to be easing some of China’s Covid-19 restrictions. Yet, the hope of a near-term full reopening in China wouldn’t last long.</p><p>Fast-forward to Nov. 22, and China is reporting 28,127 new domestically transmitted Covid-19 cases. This number was close to the nation’s daily peak from April.</p><p>The next thing you know, there are reports of cultural and entertainment venues closures and restricted use of some shopping malls and restaurants. This, clearly, is a challenging macro-level environment for Nio to work in.</p><h2>Nio’s Financial Are Problematic</h2><p>Meanwhile, some folks probably celebrated Nio’s most recently reported quarterly financial results, but perhaps they shouldn’t. There’s good news in the data but also major issues.</p><p>It’s true that Nio increased its revenue 32.6% year over year during the third quarter of 2022. However, Nio also saw its gross margin shrink from 20.3% to 13.3% during that time.</p><p>Furthermore, Nio’s gross profit contracted 12.9% year over year, but that’s not even the worst part. Distressingly, Nio’s net earnings loss ballooned 392.1% year over year to the equivalent of $577.9 million in Q3 2022.</p><p>Now, we can start to see why NIO stock hasn’t regained its footing this year. Currently, there are too many holes in the bull thesis for investors to put their faith in Nio.</p><h2>What You Can Do Now</h2><p>This isn’t to suggest that Nio is a toxic business that’s about to go bankrupt. There may be an appropriate time to consider NIO stock in the future.</p><p>However, once again, let’s not confuse a low share price with a compelling value. The macro-level and company-specific conditions simply don’t favor an investment in Nio, so feel free to stay on the sidelines for now.</p></body></html>","source":"investorplace","collect":0,"html":"<!DOCTYPE html>\n<html>\n<head>\n<meta http-equiv=\"Content-Type\" content=\"text/html; charset=utf-8\" />\n<meta name=\"viewport\" content=\"width=device-width,initial-scale=1.0,minimum-scale=1.0,maximum-scale=1.0,user-scalable=no\"/>\n<meta name=\"format-detection\" content=\"telephone=no,email=no,address=no\" />\n<title>Why Now Is NOT the Time to Buy NIO Stock</title>\n<style type=\"text/css\">\na,abbr,acronym,address,applet,article,aside,audio,b,big,blockquote,body,canvas,caption,center,cite,code,dd,del,details,dfn,div,dl,dt,\nem,embed,fieldset,figcaption,figure,footer,form,h1,h2,h3,h4,h5,h6,header,hgroup,html,i,iframe,img,ins,kbd,label,legend,li,mark,menu,nav,\nobject,ol,output,p,pre,q,ruby,s,samp,section,small,span,strike,strong,sub,summary,sup,table,tbody,td,tfoot,th,thead,time,tr,tt,u,ul,var,video{ font:inherit;margin:0;padding:0;vertical-align:baseline;border:0 }\nbody{ font-size:16px; line-height:1.5; color:#999; background:transparent; }\n.wrapper{ overflow:hidden;word-break:break-all;padding:10px; }\nh1,h2{ font-weight:normal; line-height:1.35; margin-bottom:.6em; }\nh3,h4,h5,h6{ line-height:1.35; margin-bottom:1em; }\nh1{ font-size:24px; }\nh2{ font-size:20px; }\nh3{ font-size:18px; }\nh4{ font-size:16px; }\nh5{ font-size:14px; }\nh6{ font-size:12px; }\np,ul,ol,blockquote,dl,table{ margin:1.2em 0; }\nul,ol{ margin-left:2em; }\nul{ list-style:disc; }\nol{ list-style:decimal; }\nli,li p{ margin:10px 0;}\nimg{ max-width:100%;display:block;margin:0 auto 1em; }\nblockquote{ color:#B5B2B1; border-left:3px solid #aaa; padding:1em; }\nstrong,b{font-weight:bold;}\nem,i{font-style:italic;}\ntable{ width:100%;border-collapse:collapse;border-spacing:1px;margin:1em 0;font-size:.9em; }\nth,td{ padding:5px;text-align:left;border:1px solid #aaa; }\nth{ font-weight:bold;background:#5d5d5d; }\n.symbol-link{font-weight:bold;}\n/* header{ border-bottom:1px solid #494756; } */\n.title{ margin:0 0 8px;line-height:1.3;color:#ddd; }\n.meta {color:#5e5c6d;font-size:13px;margin:0 0 .5em; }\na{text-decoration:none; color:#2a4b87;}\n.meta .head { display: inline-block; overflow: hidden}\n.head .h-thumb { width: 30px; height: 30px; margin: 0; padding: 0; border-radius: 50%; float: left;}\n.head .h-content { margin: 0; padding: 0 0 0 9px; float: left;}\n.head .h-name {font-size: 13px; color: #eee; margin: 0;}\n.head .h-time {font-size: 11px; color: #7E829C; margin: 0;line-height: 11px;}\n.small {font-size: 12.5px; display: inline-block; transform: scale(0.9); -webkit-transform: scale(0.9); transform-origin: left; -webkit-transform-origin: left;}\n.smaller {font-size: 12.5px; display: inline-block; transform: scale(0.8); -webkit-transform: scale(0.8); transform-origin: left; -webkit-transform-origin: left;}\n.bt-text {font-size: 12px;margin: 1.5em 0 0 0}\n.bt-text p {margin: 0}\n</style>\n</head>\n<body>\n<div class=\"wrapper\">\n<header>\n<h2 class=\"title\">\nWhy Now Is NOT the Time to Buy NIO Stock\n</h2>\n\n<h4 class=\"meta\">\n\n\n2022-12-03 07:39 GMT+8&nbsp;&nbsp;&nbsp;<a href=https://investorplace.com/market360/2022/12/why-now-is-not-the-time-to-buy-nio-stock/><strong>InvestorPlace</strong></a>\n\n\n</h4>\n\n</header>\n<article>\n<div>\n<p>Nio (NIO) stock could remain under pressure to due China’s unpredictable Covid-19 policy.Despite Nio’s revenue growth, investors should observe the company’s widening earnings loss.Investors can ...</p>\n\n<a href=\"https://investorplace.com/market360/2022/12/why-now-is-not-the-time-to-buy-nio-stock/\">Web Link</a>\n\n</div>\n\n\n</article>\n</div>\n</body>\n</html>\n","type":0,"thumbnail":"","relate_stocks":{"BK4531":"中概回港概念","LU0052750758.USD":"富兰克林中国基金A Acc","LU0320764599.SGD":"FTIF - Templeton China A Acc SGD","BK4534":"瑞士信贷持仓","BK4555":"新能源车","BK4509":"腾讯概念","BK4526":"热门中概股","LU0708995583.HKD":"TEMPLETON CHINA \"A\" (HKD) ACC","EVS.SI":"MSCI China Electric Vehicles and Future Mobility ETF-NikkoAM","BK4574":"无人驾驶","NIO":"蔚来","BK4505":"高瓴资本持仓","BK4581":"高盛持仓","BK4504":"桥水持仓","BK4099":"汽车制造商","BK4548":"巴美列捷福持仓","09866":"蔚来-SW","BK4532":"文艺复兴科技持仓","NIO.SI":"蔚来"},"source_url":"https://investorplace.com/market360/2022/12/why-now-is-not-the-time-to-buy-nio-stock/","is_english":true,"share_image_url":"https://static.laohu8.com/e9f99090a1c2ed51c021029395664489","article_id":"2288596195","content_text":"Nio (NIO) stock could remain under pressure to due China’s unpredictable Covid-19 policy.Despite Nio’s revenue growth, investors should observe the company’s widening earnings loss.Investors can choose to delay any purchases of NIO stock until conditions improve.Source: Michael Vi / Shutterstock.comGiven the fact that Nio (NYSE:NIO) stock is down year-to-date, eager investors may be tempted to take a long position now. However, this is actually a time to exercise caution.For one thing, China’s on-and-off zero-Covid policies could throw a wrench into the works. Besides, Nio’s financials are less than ideal, especially when it comes to the company’s profits (or lack thereof).As a China-based electric vehicle (EV) company, Nio has to contend with multiple challenges. There’s the prospect of having to compete in a fierce EV market. Plus, Nio must deal with a government that’s not always business-friendly.Regardless of where you’re located, if you’re invested in Nio, the company’s problems will become your problems. There may be a time to take a stake in Nio at some point in the future, but for the time being, a watch-and-wait strategy is entirely appropriate.NIONio$12.09What’s Happening with NIO Stock?NIO stock started 2022 at $33, but recently declined to just $12 and change. Bear in mind, just because a stock has a lower price, doesn’t necessarily mean it’s a good value.It’s difficult to assign a proper value to a stock when there’s an unpredictable government. On Nov. 11, a number of U.S.-listed Chinese companies’ shares rallied because Beijing seemed to be easing some of China’s Covid-19 restrictions. Yet, the hope of a near-term full reopening in China wouldn’t last long.Fast-forward to Nov. 22, and China is reporting 28,127 new domestically transmitted Covid-19 cases. This number was close to the nation’s daily peak from April.The next thing you know, there are reports of cultural and entertainment venues closures and restricted use of some shopping malls and restaurants. This, clearly, is a challenging macro-level environment for Nio to work in.Nio’s Financial Are ProblematicMeanwhile, some folks probably celebrated Nio’s most recently reported quarterly financial results, but perhaps they shouldn’t. There’s good news in the data but also major issues.It’s true that Nio increased its revenue 32.6% year over year during the third quarter of 2022. However, Nio also saw its gross margin shrink from 20.3% to 13.3% during that time.Furthermore, Nio’s gross profit contracted 12.9% year over year, but that’s not even the worst part. Distressingly, Nio’s net earnings loss ballooned 392.1% year over year to the equivalent of $577.9 million in Q3 2022.Now, we can start to see why NIO stock hasn’t regained its footing this year. Currently, there are too many holes in the bull thesis for investors to put their faith in Nio.What You Can Do NowThis isn’t to suggest that Nio is a toxic business that’s about to go bankrupt. There may be an appropriate time to consider NIO stock in the future.However, once again, let’s not confuse a low share price with a compelling value. The macro-level and company-specific conditions simply don’t favor an investment in Nio, so feel free to stay on the sidelines for now.","news_type":1},"isVote":1,"tweetType":1,"viewCount":586,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"EN","totalScore":0},{"id":206603082743912,"gmtCreate":1691472084576,"gmtModify":1691472087842,"author":{"id":"3584079457608282","authorId":"3584079457608282","name":"FGP","avatar":"https://community-static.tradeup.com/news/4f96275867e9fcc09f90747c0edcd143","crmLevel":9,"crmLevelSwitch":1,"followedFlag":false,"idStr":"3584079457608282","authorIdStr":"3584079457608282"},"themes":[],"htmlText":"Im long NiO $30 $40 $50 🤩","listText":"Im long NiO $30 $40 $50 🤩","text":"Im long NiO $30 $40 $50 🤩","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":6,"commentSize":0,"repostSize":0,"link":"https://ttm.financial/post/206603082743912","repostId":"2357523411","repostType":4,"isVote":1,"tweetType":1,"viewCount":732,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"EN","totalScore":0},{"id":260161952198704,"gmtCreate":1704526574438,"gmtModify":1704529705753,"author":{"id":"3584079457608282","authorId":"3584079457608282","name":"FGP","avatar":"https://community-static.tradeup.com/news/4f96275867e9fcc09f90747c0edcd143","crmLevel":9,"crmLevelSwitch":1,"followedFlag":false,"idStr":"3584079457608282","authorIdStr":"3584079457608282"},"themes":[],"htmlText":"Millionaire roadmap??? Laugh until pant drop! $10k can only buy TSLA 40shares. Inorder to gain $1mil profit then TSLA must reach $25000... really clown","listText":"Millionaire roadmap??? Laugh until pant drop! $10k can only buy TSLA 40shares. Inorder to gain $1mil profit then TSLA must reach $25000... really clown","text":"Millionaire roadmap??? Laugh until pant drop! $10k can only buy TSLA 40shares. Inorder to gain $1mil profit then TSLA must reach $25000... really clown","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":8,"commentSize":0,"repostSize":0,"link":"https://ttm.financial/post/260161952198704","repostId":"2401556738","repostType":4,"repost":{"id":"2401556738","kind":"highlight","pubTimestamp":1704510770,"share":"https://ttm.financial/m/news/2401556738?lang=&edition=fundamental","pubTime":"2024-01-06 11:12","market":"us","language":"en","title":"Millionaire Roadmap: 7 Must-Own Stocks to Ride the Wealth Wave","url":"https://stock-news.laohu8.com/highlight/detail?id=2401556738","media":"InvestorPlace","summary":"In an era where the market shifts at breakneck speed, identifying potential investment avenues is akin to navigating a constantly changing landscape.","content":"<html><head></head><body><p>In an era where the market shifts at breakneck speed, millionaire-maker stocks can pop at any minute. Identifying potential investment avenues is critical to navigating a constantly changing landscape.</p><p>These millionaire-maker stocks represent market giants and catalysts reshaping consumer discretionary, technology, finance, and automobile sectors.</p><h2 id=\"id_3803164696\">Tesla (TSLA)</h2><p><strong>Tesla</strong> (NASDAQ: <strong><u>TSLA</u></strong>) has rapidly accumulated over 0.5 billion miles (Q3 2023) driven with the Full Self-Driving beta.</p><p>This indicates the company’s significant progress in AI development, which is crucial for achieving full vehicle autonomy.</p><p>Elon Musk stresses Tesla’s unique method of converting large input data into concise outputs. Tesla can become a leader in self-driving technology with this AI-focused strategy.</p><p>Tesla completed a 10K GPU cluster of H100s, highlighting their focus on large-scale deployment of advanced computing infrastructure. This technology enables faster production of high-compute units, crucial for training AI models. Implementing this computing infrastructure could give Tesla a competitive edge in self-driving capabilities.</p><p>Finally, Tesla deployed 4 gigawatt hours of energy storage products in Q3, indicating a substantial increase in its energy division.</p><p>Tesla’s highest-margin business contributed over $0.5 billion to quarterly profit. Focusing on energy storage aligns with Tesla’s strategy to diversify revenue and meet the demand for sustainable energy solutions and makes TSLA one of the millionaire-maker stocks on the rise.</p><h2 id=\"id_2581680611\">Amazon (AMZN)</h2><p><strong>Amazon’s</strong> (NASDAQ: <strong><u>AMZN</u></strong>) staggering surge in operating income by 343% year-over-year is noteworthy (Q3 2023), reflecting effective strategic changes. These changes focused on cost optimizations, operational efficiency enhancements, and strategic investments in high-return areas.</p><p>Amazon’s transition to eight regional fulfillment networks in the U.S. was a major operational change. This change has positively impacted Amazon’s cost-to-serve metrics, customer experiences, and operational efficiency.</p><p>Overall, the optimized regional fulfillment clusters, reduced distances, and improved delivery speeds have lowered costs and enhanced customer satisfaction.</p><p>Thus, focusing on shorter travel distances and fewer touches in the delivery process has helped achieve faster delivery speeds, a crucial factor influencing customer buying behavior.</p><h2 id=\"id_456355008\">Microsoft (MSFT)</h2><p><strong>Microsoft’s</strong> (NASDAQ: <strong><u>MSFT</u></strong>) robust start to fiscal 2024 (Q1) was underpinned by the exceptional growth in Microsoft Cloud.</p><p>The cloud has recorded quarterly revenue surpassing $31.8 billion, marking a substantial 24% increase. This substantial growth reflects the increasing adoption of Microsoft’s cloud services by businesses worldwide.</p><p>The company’s proactive cloud strategies have resulted in impressive figures.</p><p>Azure, Microsoft’s cloud service, is gaining market share as organizations move to the cloud. Additionally, Azure Arc has witnessed a 140% increase in customers, totaling 21K. The company provides services for the <strong>Oracle</strong> (NYSE: <strong><u>ORCL</u></strong>) database, further simplifying customer migration and contributing to Azure’s allure as a preferred cloud provider.</p><p>Finally, Microsoft’s focus on consolidating its Microsoft Intelligent Data Platform has attracted significant adoption, with over 73% of the Fortune 1000 currently using three or more data solutions. Lastly, over 16K customers have actively used Microsoft Fabric.</p><p>This includes more than 50% of the Fortune 500, indicating the platform’s efficacy in unifying computing, storage, and governance for analytical purposes. MSFT easily makes any list of millionaire-maker stocks.</p><h2 id=\"id_3874155207\">Alphabet (GOOG)</h2><p>YouTube, a subsidiary of <strong>Alphabet</strong> (NASDAQ: <strong><u>GOOG</u></strong>), continues to be a thriving platform for advertising revenue.</p><p>The revenues from YouTube advertising surged to $8 billion, marking a substantial 12% year-on-year growth (Q3 2023). This growth was driven by both brand advertising and direct response initiatives.</p><p>The platform’s broad audience and diverse advertising formats sustain growth. The success of YouTube Shorts and its increasing monetization capabilities, averaging over 70 billion daily views and watched by over 2 billion signed-in users monthly, showcase its potential for revenue expansion.</p><p>Alphabet’s diversification strategy is evident in the growth of other revenue streams. Non-advertising revenues from YouTube amount to $8.3 billion and are growing by 21%. This indicates the company’s success in monetizing its subscription services.</p><p>Finally, YouTube TV and YouTube Music Premium contributed significantly to this revenue stream, highlighting the company’s efforts to create alternative revenue channels beyond advertising.</p><h2 id=\"id_2579281096\">Berkshire Hathaway (BRK.B)</h2><p><strong>Berkshire Hathaway </strong>(NYSE: <strong><u>BRK.B</u></strong>) has a strong liquidity position, and substantial investments are pivotal strengths contributing to its stability and growth potential.</p><p>As of Q3 2023, the company held $152.0 billion in cash, cash equivalents, and U.S. Treasury Bills, with $127.6 billion invested in U.S. Treasury Bills. Additionally, investments in equity and fixed-maturity securities (excluding specific investments) amounted to $341.1 billion.</p><p>Cash reserves and diversified investments serve multiple purposes. It provides Berkshire Hathaway with liquidity for investments and support during market downturns. The investment portfolio provides protection against market volatility.</p><p>Overall, the company’s substantial holdings in U.S. Treasury bills signify a conservative yet secure approach to preserving capital while generating modest returns. Finally, the sizable investments in equity and fixed-maturity securities reflect Berkshire Hathaway’s strategy to deploy capital across various asset classes.</p><h2 id=\"id_47714043\"><a href=\"https://laohu8.com/S/V\">Visa</a> (V)</h2><p><strong>Visa’s</strong> (NYSE: <strong><u>V</u></strong>) establishment of over 500 commercial partnerships with fintechs globally marked a 25% year-over-year increase (Q4 fiscal 2024). This signifies the company’s strategic efforts to collaborate with diverse players in the financial industry.</p><p>These partnerships let Visa access fintech innovation and agility. The company grants startups and established players access to Visa’s network, expertise, and resources.</p><p>This mutually beneficial collaboration fosters the development of innovative payment solutions. Hence, this expands Visa’s market reach and enhances its competitive edge in the rapidly evolving financial technology landscape.</p><p>Visa focuses on expanding merchant locations by 17%, particularly in Latin America, Central Europe, the Middle East, and Africa (CEMEA).</p><p>This underscores the company’s focus on broadening its footprint in high-growth markets. Increasing merchant locations facilitates greater consumer access to Visa’s payment services and drives transaction volumes and revenue growth.</p><h2 id=\"id_651638139\">JPMorgan Chase (JPM)</h2><p>Breaking down <strong>JPMorgan Chase’s</strong> (NYSE: <strong><u>JPM</u></strong>) performance into segments provides a fundamental perspective on its diversified operations.</p><p>For instance, there is a reported net income of $5.3 billion on revenue of $17 billion (Q3 2023). This suggests the strength of this segment in contributing significantly to the company’s overall earnings.</p><p>Within Consumer and Community Banking, Banking &amp; Wealth Management showed a substantial 30% year-on-year revenue increase. This is driven by higher net interest income due to increased rates.</p><p>The end-of-period deposits down 3% quarter-on-quarter might reflect a strategy shift or market trends. However, based on Federal Deposit Insurance Corporation data, the leadership position in retail deposit share solidifies the company’s market presence and customer trust.</p><p>Finally, with revenue up 7% year-on-year, driven by higher NII in Card Services due to increased revolving balances and successful market share recapture in Auto, this segment shows adaptability to market dynamics and customer preferences.</p><p>Thus, despite some decreases in revenue in home lending, the company maintained a strategic position by capitalizing on specific market trends and positioning itself as one of the millionaire-maker stocks to buy now.</p></body></html>","source":"investorplace_stock_picks","collect":0,"html":"<!DOCTYPE html>\n<html>\n<head>\n<meta http-equiv=\"Content-Type\" content=\"text/html; charset=utf-8\" />\n<meta name=\"viewport\" content=\"width=device-width,initial-scale=1.0,minimum-scale=1.0,maximum-scale=1.0,user-scalable=no\"/>\n<meta name=\"format-detection\" content=\"telephone=no,email=no,address=no\" />\n<title>Millionaire Roadmap: 7 Must-Own Stocks to Ride the Wealth Wave</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\">\nMillionaire Roadmap: 7 Must-Own Stocks to Ride the Wealth Wave\n</h2>\n\n<h4 class=\"meta\">\n\n\n2024-01-06 11:12 GMT+8&nbsp;&nbsp;&nbsp;<a href=https://investorplace.com/2024/01/millionaire-roadmap-7-must-own-stocks-to-ride-the-wealth-wave/><strong>InvestorPlace</strong></a>\n\n\n</h4>\n\n</header>\n<article>\n<div>\n<p>In an era where the market shifts at breakneck speed, millionaire-maker stocks can pop at any minute. Identifying potential investment avenues is critical to navigating a constantly changing landscape...</p>\n\n<a href=\"https://investorplace.com/2024/01/millionaire-roadmap-7-must-own-stocks-to-ride-the-wealth-wave/\">Web Link</a>\n\n</div>\n\n\n</article>\n</div>\n</body>\n</html>\n","type":0,"thumbnail":"","relate_stocks":{"MSFT":"微软","V":"Visa","GOOG":"谷歌","LU0320765646.SGD":"FTIF - Franklin Income A MDIS SGD-H1","LU0353189763.USD":"ALLSPRING  US ALL CAP GROWTH FUND \"I\" (USD) ACC","IE00BWXC8680.SGD":"PINEBRIDGE US LARGE CAP RESEARCH ENHANCED \"A5\" (SGD) ACC","LU0211326755.USD":"TEMPLETON GLOBAL INCOME \"A\" (USD) ACC","LU1814569148.SGD":"WELLINGTON GLOBAL QUALITY GROWTH \"D\" (SGDHDG) ACC","LU1852331112.SGD":"Blackrock World Technology Fund A2 SGD-H","LU0672654240.SGD":"FTIF - Franklin US Opportunities A Acc SGD-H1","LU0868494617.USD":"UBS (LUX) EQUITY SICAV - US TOTAL YIELD SUSTAINABLE \"P\" (USD) ACC","LU0965509283.SGD":"AB LOW VOLATILITY EQUITY PORTFOLIO \"AD\" (SGDHDG) INC","BRK.B":"伯克希尔B","LU1861215975.USD":"贝莱德新一代科技基金 A2","LU1861220033.SGD":"Blackrock Next Generation Technology A2 SGD-H","LU1074936037.SGD":"JPMorgan Funds - US Value A (acc) SGD","LU0354030511.USD":"ALLSPRING  U.S. LARGE CAP GROWTH \"I\" (USD) ACC","LU0354030438.USD":"富国美国大盘成长基金Cl A Acc","LU1261432733.SGD":"Fidelity World A-ACC-SGD","LU1244550494.USD":"FRANKLIN GLOBAL MULTI-ASSET INCOME \"A\" (USDHEDGED) ACC","JPM":"摩根大通","LU1571399168.USD":"ALLSPRING GLOBAL LONG/SHORT EQUITY \"IP\" (USD) ACC","BRK.A":"伯克希尔","LU0211328371.USD":"TEMPLETON GLOBAL EQUITY INCOME \"A\" (MDIS) (USD)   INC","LU1496350502.SGD":"FRANKLIN DIVERSIFIED DYNAMIC \"A\" (SGDHDG) ACC","BK4592":"伊斯兰概念","LU0943347566.SGD":"安联收益及增长平衡基金AM H2-SGD","LU0417517546.SGD":"Allianz US Equity Cl AT Acc SGD","IE00B19Z3581.USD":"Legg Mason ClearBridge - Value A Acc USD","LU1935043536.SGD":"MANULIFE GF GLOBAL MULTI-ASSET DIVERSIFIED INCOME \"AA\" (SGDHDG) INC A","LU0889565833.HKD":"FRANKLIN TECHNOLOGY \"A\" (HKD) ACC","TSLA":"特斯拉","LU0208291251.USD":"FRANKLIN MUTUAL U.S. VALUE \"A\" (USD) INC","AMZN":"亚马逊","IE00B1XK9C88.USD":"PINEBRIDGE US LARGE CAP RESEARCH ENHANCED \"A\" (USD) ACC","LU0353189680.USD":"富国美国全盘成长基金Cl A Acc","GOOGL":"谷歌A","LU0494093205.USD":"贝莱德ESG灵活多元资产A2 USD-H"},"source_url":"https://investorplace.com/2024/01/millionaire-roadmap-7-must-own-stocks-to-ride-the-wealth-wave/","is_english":true,"share_image_url":"https://static.laohu8.com/e9f99090a1c2ed51c021029395664489","article_id":"2401556738","content_text":"In an era where the market shifts at breakneck speed, millionaire-maker stocks can pop at any minute. Identifying potential investment avenues is critical to navigating a constantly changing landscape.These millionaire-maker stocks represent market giants and catalysts reshaping consumer discretionary, technology, finance, and automobile sectors.Tesla (TSLA)Tesla (NASDAQ: TSLA) has rapidly accumulated over 0.5 billion miles (Q3 2023) driven with the Full Self-Driving beta.This indicates the company’s significant progress in AI development, which is crucial for achieving full vehicle autonomy.Elon Musk stresses Tesla’s unique method of converting large input data into concise outputs. Tesla can become a leader in self-driving technology with this AI-focused strategy.Tesla completed a 10K GPU cluster of H100s, highlighting their focus on large-scale deployment of advanced computing infrastructure. This technology enables faster production of high-compute units, crucial for training AI models. Implementing this computing infrastructure could give Tesla a competitive edge in self-driving capabilities.Finally, Tesla deployed 4 gigawatt hours of energy storage products in Q3, indicating a substantial increase in its energy division.Tesla’s highest-margin business contributed over $0.5 billion to quarterly profit. Focusing on energy storage aligns with Tesla’s strategy to diversify revenue and meet the demand for sustainable energy solutions and makes TSLA one of the millionaire-maker stocks on the rise.Amazon (AMZN)Amazon’s (NASDAQ: AMZN) staggering surge in operating income by 343% year-over-year is noteworthy (Q3 2023), reflecting effective strategic changes. These changes focused on cost optimizations, operational efficiency enhancements, and strategic investments in high-return areas.Amazon’s transition to eight regional fulfillment networks in the U.S. was a major operational change. This change has positively impacted Amazon’s cost-to-serve metrics, customer experiences, and operational efficiency.Overall, the optimized regional fulfillment clusters, reduced distances, and improved delivery speeds have lowered costs and enhanced customer satisfaction.Thus, focusing on shorter travel distances and fewer touches in the delivery process has helped achieve faster delivery speeds, a crucial factor influencing customer buying behavior.Microsoft (MSFT)Microsoft’s (NASDAQ: MSFT) robust start to fiscal 2024 (Q1) was underpinned by the exceptional growth in Microsoft Cloud.The cloud has recorded quarterly revenue surpassing $31.8 billion, marking a substantial 24% increase. This substantial growth reflects the increasing adoption of Microsoft’s cloud services by businesses worldwide.The company’s proactive cloud strategies have resulted in impressive figures.Azure, Microsoft’s cloud service, is gaining market share as organizations move to the cloud. Additionally, Azure Arc has witnessed a 140% increase in customers, totaling 21K. The company provides services for the Oracle (NYSE: ORCL) database, further simplifying customer migration and contributing to Azure’s allure as a preferred cloud provider.Finally, Microsoft’s focus on consolidating its Microsoft Intelligent Data Platform has attracted significant adoption, with over 73% of the Fortune 1000 currently using three or more data solutions. Lastly, over 16K customers have actively used Microsoft Fabric.This includes more than 50% of the Fortune 500, indicating the platform’s efficacy in unifying computing, storage, and governance for analytical purposes. MSFT easily makes any list of millionaire-maker stocks.Alphabet (GOOG)YouTube, a subsidiary of Alphabet (NASDAQ: GOOG), continues to be a thriving platform for advertising revenue.The revenues from YouTube advertising surged to $8 billion, marking a substantial 12% year-on-year growth (Q3 2023). This growth was driven by both brand advertising and direct response initiatives.The platform’s broad audience and diverse advertising formats sustain growth. The success of YouTube Shorts and its increasing monetization capabilities, averaging over 70 billion daily views and watched by over 2 billion signed-in users monthly, showcase its potential for revenue expansion.Alphabet’s diversification strategy is evident in the growth of other revenue streams. Non-advertising revenues from YouTube amount to $8.3 billion and are growing by 21%. This indicates the company’s success in monetizing its subscription services.Finally, YouTube TV and YouTube Music Premium contributed significantly to this revenue stream, highlighting the company’s efforts to create alternative revenue channels beyond advertising.Berkshire Hathaway (BRK.B)Berkshire Hathaway (NYSE: BRK.B) has a strong liquidity position, and substantial investments are pivotal strengths contributing to its stability and growth potential.As of Q3 2023, the company held $152.0 billion in cash, cash equivalents, and U.S. Treasury Bills, with $127.6 billion invested in U.S. Treasury Bills. Additionally, investments in equity and fixed-maturity securities (excluding specific investments) amounted to $341.1 billion.Cash reserves and diversified investments serve multiple purposes. It provides Berkshire Hathaway with liquidity for investments and support during market downturns. The investment portfolio provides protection against market volatility.Overall, the company’s substantial holdings in U.S. Treasury bills signify a conservative yet secure approach to preserving capital while generating modest returns. Finally, the sizable investments in equity and fixed-maturity securities reflect Berkshire Hathaway’s strategy to deploy capital across various asset classes.Visa (V)Visa’s (NYSE: V) establishment of over 500 commercial partnerships with fintechs globally marked a 25% year-over-year increase (Q4 fiscal 2024). This signifies the company’s strategic efforts to collaborate with diverse players in the financial industry.These partnerships let Visa access fintech innovation and agility. The company grants startups and established players access to Visa’s network, expertise, and resources.This mutually beneficial collaboration fosters the development of innovative payment solutions. Hence, this expands Visa’s market reach and enhances its competitive edge in the rapidly evolving financial technology landscape.Visa focuses on expanding merchant locations by 17%, particularly in Latin America, Central Europe, the Middle East, and Africa (CEMEA).This underscores the company’s focus on broadening its footprint in high-growth markets. Increasing merchant locations facilitates greater consumer access to Visa’s payment services and drives transaction volumes and revenue growth.JPMorgan Chase (JPM)Breaking down JPMorgan Chase’s (NYSE: JPM) performance into segments provides a fundamental perspective on its diversified operations.For instance, there is a reported net income of $5.3 billion on revenue of $17 billion (Q3 2023). This suggests the strength of this segment in contributing significantly to the company’s overall earnings.Within Consumer and Community Banking, Banking & Wealth Management showed a substantial 30% year-on-year revenue increase. This is driven by higher net interest income due to increased rates.The end-of-period deposits down 3% quarter-on-quarter might reflect a strategy shift or market trends. However, based on Federal Deposit Insurance Corporation data, the leadership position in retail deposit share solidifies the company’s market presence and customer trust.Finally, with revenue up 7% year-on-year, driven by higher NII in Card Services due to increased revolving balances and successful market share recapture in Auto, this segment shows adaptability to market dynamics and customer preferences.Thus, despite some decreases in revenue in home lending, the company maintained a strategic position by capitalizing on specific market trends and positioning itself as one of the millionaire-maker stocks to buy now.","news_type":1},"isVote":1,"tweetType":1,"viewCount":322,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"EN","totalScore":0},{"id":298512456462480,"gmtCreate":1713911527478,"gmtModify":1713911532871,"author":{"id":"3584079457608282","authorId":"3584079457608282","name":"FGP","avatar":"https://community-static.tradeup.com/news/4f96275867e9fcc09f90747c0edcd143","crmLevel":9,"crmLevelSwitch":1,"followedFlag":false,"idStr":"3584079457608282","authorIdStr":"3584079457608282"},"themes":[],"htmlText":"By the time elong launch cheaper cars... china EVs sold more and much cheaper. Tough&nbsp;","listText":"By the time elong launch cheaper cars... china EVs sold more and much cheaper. Tough&nbsp;","text":"By the time elong launch cheaper cars... china EVs sold more and much cheaper. Tough","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":5,"commentSize":0,"repostSize":0,"link":"https://ttm.financial/post/298512456462480","repostId":"1101803932","repostType":4,"repost":{"id":"1101803932","kind":"news","pubTimestamp":1713909028,"share":"https://ttm.financial/m/news/1101803932?lang=&edition=fundamental","pubTime":"2024-04-24 05:50","market":"us","language":"en","title":"Tesla Shares Rise 13% on Pledge to Launch Cheaper Cars by 2025 After Sales Miss","url":"https://stock-news.laohu8.com/highlight/detail?id=1101803932","media":"Bloomberg","summary":"Tesla Inc. is accelerating the launch of more affordable models in a bid to arrest a deterioration in its profit margins and sales.The electric-vehicle maker plans to start production on the cheaper c","content":"<html><head></head><body><p>【<a href=\"https://ttm.financial/RN?name=RNLive&amp;rndata=%7B%22liveId%22:%221796727569642548%22,%22type%22:1%7D\" title=\"Tesla 2024Q1 Earnings Conference Call\" target=\"_blank\" class=\"\">Tesla 2024Q1 Earnings Conference Call</a>】</p><ul style=\"\"><li><p>Company plans to start making new models before end of 2025</p></li><li><p>EV maker’s first quarter profit, revenue undershoot estimates</p></li></ul><p>Tesla Inc. is accelerating the launch of more affordable models in a bid to arrest a deterioration in its profit margins and sales.</p><p>The electric-vehicle maker plans to release the cheaper cars by the end of this year or in early next, well ahead of the late-2025 timing it had previously pledged. The Elon Musk-led company has been coping with a sales slump as EV demand falters.</p><p>Tesla’s shares rose more than 13% after regular trading in New York. The stock tumbled 42% this year through Tuesday’s close, the worst performance in the S&amp;P 500 Index.</p><p class=\"t-img-caption\"><img src=\"https://community-static.tradeup.com/news/f0f7713f0c39a90c610dec386f12fabb\" tg-width=\"781\" tg-height=\"624\"/></p><p style=\"text-align: start;\">“We’ve updated our future vehicle line-up to accelerate the launch of new models ahead of the previously mentioned start of production in the second half of 2025. So we expect it to be more like early 2025, if not late this year,” Musk said on a call with analysts.</p><p style=\"text-align: start;\">The decision to speed up the debut of cheaper models was welcomed by investors and overshadowed what was otherwise an ugly quarter for the EV market leader. It missed Wall Street’s estimates for earnings, sales and margins, while warning of slow growth throughout the year.</p><p class=\"t-img-caption\"><img src=\"https://community-static.tradeup.com/news/95ff8ccc4fef250d1aa9d762f500981e\" title=\"\" tg-width=\"1080\" tg-height=\"1080\"/></p><p style=\"text-align: start;\">The CEO also took a dig at rivals like General Motors Co. and Ford Motor Co., which have paced EV production and moved to reboot their offerings of gas-electric hybrids.</p><p style=\"text-align: start;\">“The EV adoption rate globally is under pressure and a lot of other auto manufactures are pulling back on EVs and pursuing plug-in hybrids instead. We believe this is not the right strategy,” he said.</p><p style=\"text-align: start;\">Tesla’s own strategy has been muddled for much of 2024. It’s spent the last year slashing prices across its lineup in an effort to boost sales volume, only to find demand for its vehicles slowed.</p><p style=\"text-align: start;\">Adding to the company’s woes has been Musk’s abrupt decision to go “balls to the wall” on a dedicated robotaxi for which the company lacks regulatory approval and possibly the technological capability. Investors had expected the company to instead focus on a new, $25,000 model that Musk had promised to go into production before the end of next year.</p><p style=\"text-align: start;\">It wasn’t immediately clear if Tesla’s “more affordable models” pledge was a reference to the long-discussed low-cost car, sometimes dubbed the Model 2. Many investors see that as way to help generate new enthusiasm around its lineup and draw new customers.</p><p style=\"text-align: start;\">“I think we have said all that we will on that front,” Musk said when asked about the affordable models.</p><p>Tesla gave no timeline, but said it’s continuing to pursue a new module-based “unboxed” manufacturing process for its promised robotaxi model. In a reflection of leaner times, Tesla noted those new models will be built on existing manufacturing lines at current factories to maximize capacity and grow “prudently.”</p><p style=\"text-align: start;\">The carmaker remains the dominant EV maker in the US market, but its earnings have been under pressure for several quarters. Tesla’s automotive gross margin — a key measure of profitability — was 16.4% in the first quarter, smaller than the 17.6% Wall Street expected. That’s far from the 30% peak margin it reported at the start of 2022.</p><p>Tesla’s adjusted earnings per share came to 45 cents in the first three months of the year, compared with Wall Street’s expectation of 52 cents a share. Revenue fell 9% to $21.3 billion, according to a statement Tuesday, in line with its first year-over-year drop in deliveries since 2020. That was still short of the $22.3 billion analysts expected.</p><p style=\"text-align: start;\">Meanwhile, Tesla’s global vehicle inventory rose to 28 days, a huge increase from the 15 days at the end of the last quarter. The metric captures how long it takes for a car company to move vehicles off its lots. Tesla sells its cars direct to consumers, and doesn’t have a dealer network.</p><p style=\"text-align: start;\">Tesla isn’t alone in feeling the pinch from a lot of supply chasing waning demand. Average industrywide new vehicle inventories in the US rose to 72 days’ supply at the start of April, according to Cox Automotive. Tesla’s Chief Financial Officer Vaibhav Taneja told investors on the call that the growth in inventories is a temporary setback.</p><p style=\"text-align: start;\">“We expect the inventory build to reverse in the second quarter and free cash flow to return to positive” territory, Taneja said.</p><p style=\"text-align: start;\">The Austin-based EV maker kept its near-term growth expectations in check, saying deliveries may be lower than last year. “In 2024, our vehicle volume growth rate may be notably lower than the growth rate achieved in 2023, as our teams work on the launch of the next generation vehicle and other products,” it said.</p><p style=\"text-align: start;\">Earlier this month, Tesla initiated its largest-ever round of layoffs, cutting more than 10% of positions — though Bloomberg has reported the company may ultimately let go some 20% of its staff. At the same time, two senior executives quit, raising questions about who is in charge of key initiatives. Another executive, Tesla’s head of investor relations, Martin Viecha, said on Tuesday’s call he was resigning.</p></body></html>","source":"lsy1584095487587","collect":0,"html":"<!DOCTYPE html>\n<html>\n<head>\n<meta http-equiv=\"Content-Type\" content=\"text/html; charset=utf-8\" />\n<meta name=\"viewport\" content=\"width=device-width,initial-scale=1.0,minimum-scale=1.0,maximum-scale=1.0,user-scalable=no\"/>\n<meta name=\"format-detection\" content=\"telephone=no,email=no,address=no\" />\n<title>Tesla Shares Rise 13% on Pledge to Launch Cheaper Cars by 2025 After Sales Miss</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 Shares Rise 13% on Pledge to Launch Cheaper Cars by 2025 After Sales Miss\n</h2>\n\n<h4 class=\"meta\">\n\n\n2024-04-24 05:50 GMT+8&nbsp;&nbsp;&nbsp;<a href=https://www.bloomberg.com/news/articles/2024-04-23/tesla-tsla-stumbles-again-as-profit-sales-fall-short-of-estimates?srnd=homepage-asia><strong>Bloomberg</strong></a>\n\n\n</h4>\n\n</header>\n<article>\n<div>\n<p>【Tesla 2024Q1 Earnings Conference Call】Company plans to start making new models before end of 2025EV maker’s first quarter profit, revenue undershoot estimatesTesla Inc. is accelerating the launch of ...</p>\n\n<a href=\"https://www.bloomberg.com/news/articles/2024-04-23/tesla-tsla-stumbles-again-as-profit-sales-fall-short-of-estimates?srnd=homepage-asia\">Web Link</a>\n\n</div>\n\n\n</article>\n</div>\n</body>\n</html>\n","type":0,"thumbnail":"","relate_stocks":{},"source_url":"https://www.bloomberg.com/news/articles/2024-04-23/tesla-tsla-stumbles-again-as-profit-sales-fall-short-of-estimates?srnd=homepage-asia","is_english":true,"share_image_url":"https://static.laohu8.com/e9f99090a1c2ed51c021029395664489","article_id":"1101803932","content_text":"【Tesla 2024Q1 Earnings Conference Call】Company plans to start making new models before end of 2025EV maker’s first quarter profit, revenue undershoot estimatesTesla Inc. is accelerating the launch of more affordable models in a bid to arrest a deterioration in its profit margins and sales.The electric-vehicle maker plans to release the cheaper cars by the end of this year or in early next, well ahead of the late-2025 timing it had previously pledged. The Elon Musk-led company has been coping with a sales slump as EV demand falters.Tesla’s shares rose more than 13% after regular trading in New York. The stock tumbled 42% this year through Tuesday’s close, the worst performance in the S&P 500 Index.“We’ve updated our future vehicle line-up to accelerate the launch of new models ahead of the previously mentioned start of production in the second half of 2025. So we expect it to be more like early 2025, if not late this year,” Musk said on a call with analysts.The decision to speed up the debut of cheaper models was welcomed by investors and overshadowed what was otherwise an ugly quarter for the EV market leader. It missed Wall Street’s estimates for earnings, sales and margins, while warning of slow growth throughout the year.The CEO also took a dig at rivals like General Motors Co. and Ford Motor Co., which have paced EV production and moved to reboot their offerings of gas-electric hybrids.“The EV adoption rate globally is under pressure and a lot of other auto manufactures are pulling back on EVs and pursuing plug-in hybrids instead. We believe this is not the right strategy,” he said.Tesla’s own strategy has been muddled for much of 2024. It’s spent the last year slashing prices across its lineup in an effort to boost sales volume, only to find demand for its vehicles slowed.Adding to the company’s woes has been Musk’s abrupt decision to go “balls to the wall” on a dedicated robotaxi for which the company lacks regulatory approval and possibly the technological capability. Investors had expected the company to instead focus on a new, $25,000 model that Musk had promised to go into production before the end of next year.It wasn’t immediately clear if Tesla’s “more affordable models” pledge was a reference to the long-discussed low-cost car, sometimes dubbed the Model 2. Many investors see that as way to help generate new enthusiasm around its lineup and draw new customers.“I think we have said all that we will on that front,” Musk said when asked about the affordable models.Tesla gave no timeline, but said it’s continuing to pursue a new module-based “unboxed” manufacturing process for its promised robotaxi model. In a reflection of leaner times, Tesla noted those new models will be built on existing manufacturing lines at current factories to maximize capacity and grow “prudently.”The carmaker remains the dominant EV maker in the US market, but its earnings have been under pressure for several quarters. Tesla’s automotive gross margin — a key measure of profitability — was 16.4% in the first quarter, smaller than the 17.6% Wall Street expected. That’s far from the 30% peak margin it reported at the start of 2022.Tesla’s adjusted earnings per share came to 45 cents in the first three months of the year, compared with Wall Street’s expectation of 52 cents a share. Revenue fell 9% to $21.3 billion, according to a statement Tuesday, in line with its first year-over-year drop in deliveries since 2020. That was still short of the $22.3 billion analysts expected.Meanwhile, Tesla’s global vehicle inventory rose to 28 days, a huge increase from the 15 days at the end of the last quarter. The metric captures how long it takes for a car company to move vehicles off its lots. Tesla sells its cars direct to consumers, and doesn’t have a dealer network.Tesla isn’t alone in feeling the pinch from a lot of supply chasing waning demand. Average industrywide new vehicle inventories in the US rose to 72 days’ supply at the start of April, according to Cox Automotive. Tesla’s Chief Financial Officer Vaibhav Taneja told investors on the call that the growth in inventories is a temporary setback.“We expect the inventory build to reverse in the second quarter and free cash flow to return to positive” territory, Taneja said.The Austin-based EV maker kept its near-term growth expectations in check, saying deliveries may be lower than last year. “In 2024, our vehicle volume growth rate may be notably lower than the growth rate achieved in 2023, as our teams work on the launch of the next generation vehicle and other products,” it said.Earlier this month, Tesla initiated its largest-ever round of layoffs, cutting more than 10% of positions — though Bloomberg has reported the company may ultimately let go some 20% of its staff. At the same time, two senior executives quit, raising questions about who is in charge of key initiatives. Another executive, Tesla’s head of investor relations, Martin Viecha, said on Tuesday’s call he was resigning.","news_type":1},"isVote":1,"tweetType":1,"viewCount":204,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"EN","totalScore":0},{"id":200903825158288,"gmtCreate":1690079574225,"gmtModify":1690079578342,"author":{"id":"3584079457608282","authorId":"3584079457608282","name":"FGP","avatar":"https://community-static.tradeup.com/news/4f96275867e9fcc09f90747c0edcd143","crmLevel":9,"crmLevelSwitch":1,"followedFlag":false,"idStr":"3584079457608282","authorIdStr":"3584079457608282"},"themes":[],"htmlText":"Exiting will help the investors, thank you","listText":"Exiting will help the investors, thank you","text":"Exiting will help the investors, thank you","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":4,"commentSize":0,"repostSize":0,"link":"https://ttm.financial/post/200903825158288","repostId":"1138803532","repostType":4,"repost":{"id":"1138803532","kind":"news","pubTimestamp":1690077687,"share":"https://ttm.financial/m/news/1138803532?lang=&edition=fundamental","pubTime":"2023-07-23 10:01","market":"us","language":"en","title":"Is Cathie Wood Giving Up on Chinese Stocks?","url":"https://stock-news.laohu8.com/highlight/detail?id=1138803532","media":"InvestorPlace","summary":"Cathie Wood of Ark Invest fame just revealed a bold move regarding Chinese stocks.The notable investor’sArk Innovation ETF (ARKK) just exited stocks generating revenue from China.Wood is particularly ","content":"<html><head></head><body><ul><li><p>Cathie Wood of <strong>Ark Invest</strong> fame just revealed a bold move regarding Chinese stocks.</p></li><li><p>The notable investor’s<strong> Ark Innovation ETF</strong> (<strong><u>ARKK</u></strong>) just exited stocks generating revenue from China.</p></li><li><p>Wood is particularly worried about China’s real estate market.</p></li></ul><p>One of the most respected voices on Wall Street, Cathie Wood of <strong>Ark Invest</strong> fame recently stated that her flagship <strong>Ark Innovation ETF</strong> (NYSEARCA: <strong><u>ARKK</u></strong>) reduced its exposure to Chinese stocks to zero. Fundamentally, while recognizing positives in the world’s second-largest economy, worries remain about some of its vulnerabilities — particularly China’s real estate market.</p><p style=\"text-align: start;\">At first, Cathie Wood praised China’s impressive restraint regarding Covid-19. While other nations implemented various fiscal and monetary policy initiatives to address the crisis, the Chinese government resisted the temptation of “throwing money at the problem.” Instead, according to Wood, Chinese policymakers were “very disciplined” in their response.</p><p style=\"text-align: start;\">Nevertheless, Wood’s good feelings toward Chinese stocks faded when “Beijing started to tighten its grip on the economy by cracking down on the ultrawealthy and the tech sector.” Most of all, she expressed significant discomfort about China’s real estate market “as the country incurred massive amounts of debt after over a decade of swift expansion.”</p><p style=\"text-align: start;\">“It was responsible for roughly 15 years of double-digit real GDP growth … and growth like that can cover a lot of sins,” Cathie Wood said. She also stressed that China is facing a “day of reckoning” when it comes to its debt load.</p><h2 id=\"id_1782569421\" style=\"text-align: start;\">Cathie Wood Takes a Hard Stance on Chinese Stocks</h2><p style=\"text-align: start;\">As <em>CNBC</em> points out, the Ark Innovation exchange-traded fund used to own shares of <strong>Tencent</strong> (OTCMKTS: TCEHY) and <strong>KE Holdings</strong> (NYSE: BEKE). According to Cathie Wood, her exposure to China and other emerging markets hit about 25% in 2020.</p><p style=\"text-align: start;\">Back then, Wood was encouraged by the country’s discretion, as mentioned earlier. However, policy shifts and economic realities are now forcing a pivot. Wood stated yesterday in a prerecorded investor webinar:</p><blockquote>“As we always do during bear markets, we concentrated our strategies towards our highest conviction names and the Chinese names, in particular, came out one by one as we were concentrating so that now, at least in the flagship strategy, we do have no exposure to China.”</blockquote><p style=\"text-align: start;\">Still, it’s important to realize that Cathie Wood isn’t entirely out of Chinese stocks. According to <em>CNBC</em>, <strong>Ark Fintech Innovation ETF</strong> (NYSEARCA:ARKF) still owns a small stake in <strong>JD.com</strong> (NASDAQ:JD). However, ARKF has also “dumped other Chinese names” like <strong>PDD</strong> (NASDAQ:PDD) and Tencent.</p><p style=\"text-align: start;\">Despite the cautionary outlook for Chinese stocks, Cathie Wood is no permabear, either. Should China overcome its challenging growth recovery journey, she may add back shares.</p><h2 id=\"id_778813334\" style=\"text-align: start;\">Why It Matters</h2><p style=\"text-align: start;\">For what it’s worth, Wood’s flagship fund is no worse for wear. Since the beginning of this year, ARKK has gained more than 55%. Interestingly, ARKF has swung even higher year-to-date (YTD), up more than 60%.</p></body></html>","source":"investorplace_stock_picks","collect":0,"html":"<!DOCTYPE html>\n<html>\n<head>\n<meta http-equiv=\"Content-Type\" content=\"text/html; charset=utf-8\" />\n<meta name=\"viewport\" content=\"width=device-width,initial-scale=1.0,minimum-scale=1.0,maximum-scale=1.0,user-scalable=no\"/>\n<meta name=\"format-detection\" content=\"telephone=no,email=no,address=no\" />\n<title>Is Cathie Wood Giving Up on Chinese Stocks?</title>\n<style type=\"text/css\">\na,abbr,acronym,address,applet,article,aside,audio,b,big,blockquote,body,canvas,caption,center,cite,code,dd,del,details,dfn,div,dl,dt,\nem,embed,fieldset,figcaption,figure,footer,form,h1,h2,h3,h4,h5,h6,header,hgroup,html,i,iframe,img,ins,kbd,label,legend,li,mark,menu,nav,\nobject,ol,output,p,pre,q,ruby,s,samp,section,small,span,strike,strong,sub,summary,sup,table,tbody,td,tfoot,th,thead,time,tr,tt,u,ul,var,video{ font:inherit;margin:0;padding:0;vertical-align:baseline;border:0 }\nbody{ font-size:16px; line-height:1.5; color:#999; background:transparent; }\n.wrapper{ overflow:hidden;word-break:break-all;padding:10px; }\nh1,h2{ font-weight:normal; line-height:1.35; margin-bottom:.6em; }\nh3,h4,h5,h6{ line-height:1.35; margin-bottom:1em; }\nh1{ font-size:24px; }\nh2{ font-size:20px; }\nh3{ font-size:18px; }\nh4{ font-size:16px; }\nh5{ font-size:14px; }\nh6{ font-size:12px; }\np,ul,ol,blockquote,dl,table{ margin:1.2em 0; }\nul,ol{ margin-left:2em; }\nul{ list-style:disc; }\nol{ list-style:decimal; }\nli,li p{ margin:10px 0;}\nimg{ max-width:100%;display:block;margin:0 auto 1em; }\nblockquote{ color:#B5B2B1; border-left:3px solid #aaa; padding:1em; }\nstrong,b{font-weight:bold;}\nem,i{font-style:italic;}\ntable{ width:100%;border-collapse:collapse;border-spacing:1px;margin:1em 0;font-size:.9em; }\nth,td{ padding:5px;text-align:left;border:1px solid #aaa; }\nth{ font-weight:bold;background:#5d5d5d; }\n.symbol-link{font-weight:bold;}\n/* header{ border-bottom:1px solid #494756; } */\n.title{ margin:0 0 8px;line-height:1.3;color:#ddd; }\n.meta {color:#5e5c6d;font-size:13px;margin:0 0 .5em; }\na{text-decoration:none; color:#2a4b87;}\n.meta .head { display: inline-block; overflow: hidden}\n.head .h-thumb { width: 30px; height: 30px; margin: 0; padding: 0; border-radius: 50%; float: left;}\n.head .h-content { margin: 0; padding: 0 0 0 9px; float: left;}\n.head .h-name {font-size: 13px; color: #eee; margin: 0;}\n.head .h-time {font-size: 11px; color: #7E829C; margin: 0;line-height: 11px;}\n.small {font-size: 12.5px; display: inline-block; transform: scale(0.9); -webkit-transform: scale(0.9); transform-origin: left; -webkit-transform-origin: left;}\n.smaller {font-size: 12.5px; display: inline-block; transform: scale(0.8); -webkit-transform: scale(0.8); transform-origin: left; -webkit-transform-origin: left;}\n.bt-text {font-size: 12px;margin: 1.5em 0 0 0}\n.bt-text p {margin: 0}\n</style>\n</head>\n<body>\n<div class=\"wrapper\">\n<header>\n<h2 class=\"title\">\nIs Cathie Wood Giving Up on Chinese Stocks?\n</h2>\n\n<h4 class=\"meta\">\n\n\n2023-07-23 10:01 GMT+8&nbsp;&nbsp;&nbsp;<a href=https://investorplace.com/2023/07/is-cathie-wood-giving-up-on-chinese-stocks/><strong>InvestorPlace</strong></a>\n\n\n</h4>\n\n</header>\n<article>\n<div>\n<p>Cathie Wood of Ark Invest fame just revealed a bold move regarding Chinese stocks.The notable investor’s Ark Innovation ETF (ARKK) just exited stocks generating revenue from China.Wood is particularly...</p>\n\n<a href=\"https://investorplace.com/2023/07/is-cathie-wood-giving-up-on-chinese-stocks/\">Web Link</a>\n\n</div>\n\n\n</article>\n</div>\n</body>\n</html>\n","type":0,"thumbnail":"","relate_stocks":{"PDD":"拼多多","JD":"京东"},"source_url":"https://investorplace.com/2023/07/is-cathie-wood-giving-up-on-chinese-stocks/","is_english":true,"share_image_url":"https://static.laohu8.com/e9f99090a1c2ed51c021029395664489","article_id":"1138803532","content_text":"Cathie Wood of Ark Invest fame just revealed a bold move regarding Chinese stocks.The notable investor’s Ark Innovation ETF (ARKK) just exited stocks generating revenue from China.Wood is particularly worried about China’s real estate market.One of the most respected voices on Wall Street, Cathie Wood of Ark Invest fame recently stated that her flagship Ark Innovation ETF (NYSEARCA: ARKK) reduced its exposure to Chinese stocks to zero. Fundamentally, while recognizing positives in the world’s second-largest economy, worries remain about some of its vulnerabilities — particularly China’s real estate market.At first, Cathie Wood praised China’s impressive restraint regarding Covid-19. While other nations implemented various fiscal and monetary policy initiatives to address the crisis, the Chinese government resisted the temptation of “throwing money at the problem.” Instead, according to Wood, Chinese policymakers were “very disciplined” in their response.Nevertheless, Wood’s good feelings toward Chinese stocks faded when “Beijing started to tighten its grip on the economy by cracking down on the ultrawealthy and the tech sector.” Most of all, she expressed significant discomfort about China’s real estate market “as the country incurred massive amounts of debt after over a decade of swift expansion.”“It was responsible for roughly 15 years of double-digit real GDP growth … and growth like that can cover a lot of sins,” Cathie Wood said. She also stressed that China is facing a “day of reckoning” when it comes to its debt load.Cathie Wood Takes a Hard Stance on Chinese StocksAs CNBC points out, the Ark Innovation exchange-traded fund used to own shares of Tencent (OTCMKTS: TCEHY) and KE Holdings (NYSE: BEKE). According to Cathie Wood, her exposure to China and other emerging markets hit about 25% in 2020.Back then, Wood was encouraged by the country’s discretion, as mentioned earlier. However, policy shifts and economic realities are now forcing a pivot. Wood stated yesterday in a prerecorded investor webinar:“As we always do during bear markets, we concentrated our strategies towards our highest conviction names and the Chinese names, in particular, came out one by one as we were concentrating so that now, at least in the flagship strategy, we do have no exposure to China.”Still, it’s important to realize that Cathie Wood isn’t entirely out of Chinese stocks. According to CNBC, Ark Fintech Innovation ETF (NYSEARCA:ARKF) still owns a small stake in JD.com (NASDAQ:JD). However, ARKF has also “dumped other Chinese names” like PDD (NASDAQ:PDD) and Tencent.Despite the cautionary outlook for Chinese stocks, Cathie Wood is no permabear, either. Should China overcome its challenging growth recovery journey, she may add back shares.Why It MattersFor what it’s worth, Wood’s flagship fund is no worse for wear. Since the beginning of this year, ARKK has gained more than 55%. Interestingly, ARKF has swung even higher year-to-date (YTD), up more than 60%.","news_type":1},"isVote":1,"tweetType":1,"viewCount":226,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"EN","totalScore":0},{"id":228849555456056,"gmtCreate":1696898074319,"gmtModify":1696898078698,"author":{"id":"3584079457608282","authorId":"3584079457608282","name":"FGP","avatar":"https://community-static.tradeup.com/news/4f96275867e9fcc09f90747c0edcd143","crmLevel":9,"crmLevelSwitch":1,"followedFlag":false,"idStr":"3584079457608282","authorIdStr":"3584079457608282"},"themes":[],"htmlText":"Its no problem seeking alpha...both will climb back 4% soon🤩","listText":"Its no problem seeking alpha...both will climb back 4% soon🤩","text":"Its no problem seeking alpha...both will climb back 4% soon🤩","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":3,"commentSize":0,"repostSize":0,"link":"https://ttm.financial/post/228849555456056","repostId":"1196432188","repostType":4,"isVote":1,"tweetType":1,"viewCount":192,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"EN","totalScore":0},{"id":201346232672376,"gmtCreate":1690187370639,"gmtModify":1690187374677,"author":{"id":"3584079457608282","authorId":"3584079457608282","name":"FGP","avatar":"https://community-static.tradeup.com/news/4f96275867e9fcc09f90747c0edcd143","crmLevel":9,"crmLevelSwitch":1,"followedFlag":false,"idStr":"3584079457608282","authorIdStr":"3584079457608282"},"themes":[],"htmlText":"Gone with the wind....&nbsp;","listText":"Gone with the wind....&nbsp;","text":"Gone with the wind....","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":2,"commentSize":0,"repostSize":0,"link":"https://ttm.financial/post/201346232672376","repostId":"1160245691","repostType":4,"repost":{"id":"1160245691","kind":"news","weMediaInfo":{"introduction":"Providing stock market headlines, business news, financials and earnings ","home_visible":1,"media_name":"Tiger Newspress","id":"1079075236","head_image":"https://static.tigerbbs.com/8274c5b9d4c2852bfb1c4d6ce16c68ba"},"pubTimestamp":1690186945,"share":"https://ttm.financial/m/news/1160245691?lang=&edition=fundamental","pubTime":"2023-07-24 16:22","market":"us","language":"en","title":"Tesla Fell Over 2% in Premarket Trading After UBS Downgraded It to Neutral From Buy","url":"https://stock-news.laohu8.com/highlight/detail?id=1160245691","media":"Tiger Newspress","summary":"$Tesla Motors(TSLA)$ fell over 2% in premarket trading.It has started offering consumers 84-month auto loans after Elon Musk said the carmaker would “have to do something” about rising interest rates.","content":"<html><head></head><body><p><a href=\"https://laohu8.com/S/TSLA\">Tesla Motors</a> fell over 2% in premarket trading.</p><p class=\"t-img-caption\"><img src=\"https://static.tigerbbs.com/5721716c93ffcdb8745ed2792eacf482\" title=\"\" tg-width=\"651\" tg-height=\"521\"/></p><p>It has started offering consumers 84-month auto loans after Elon Musk said the carmaker would “have to do something” about rising interest rates.</p><p>Also, it was downgraded to Neutral from Buy at UBS. The analysts, however, raised the price target on the stock to $270 from $220.  UBS said for the next 12 months it thinks “upside risk to consensus earnings is very limited with significant volumes from new product (first Cybertruck, then the affordable model) not kicking in before H2/24, and with some initial margin-dilutive impact.”</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 Fell Over 2% in Premarket Trading After UBS Downgraded It to Neutral From Buy</title>\n<style type=\"text/css\">\na,abbr,acronym,address,applet,article,aside,audio,b,big,blockquote,body,canvas,caption,center,cite,code,dd,del,details,dfn,div,dl,dt,\nem,embed,fieldset,figcaption,figure,footer,form,h1,h2,h3,h4,h5,h6,header,hgroup,html,i,iframe,img,ins,kbd,label,legend,li,mark,menu,nav,\nobject,ol,output,p,pre,q,ruby,s,samp,section,small,span,strike,strong,sub,summary,sup,table,tbody,td,tfoot,th,thead,time,tr,tt,u,ul,var,video{ font:inherit;margin:0;padding:0;vertical-align:baseline;border:0 }\nbody{ font-size:16px; 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 Fell Over 2% in Premarket Trading After UBS Downgraded It to Neutral From Buy\n</h2>\n\n<h4 class=\"meta\">\n\n\n<a class=\"head\" href=\"https://laohu8.com/wemedia/1079075236\">\n\n\n<div class=\"h-thumb\" style=\"background-image:url(https://static.tigerbbs.com/8274c5b9d4c2852bfb1c4d6ce16c68ba);background-size:cover;\"></div>\n\n<div class=\"h-content\">\n<p class=\"h-name\">Tiger Newspress </p>\n<p class=\"h-time\">2023-07-24 16:22</p>\n</div>\n\n</a>\n\n\n</h4>\n\n</header>\n<article>\n<html><head></head><body><p><a href=\"https://laohu8.com/S/TSLA\">Tesla Motors</a> fell over 2% in premarket trading.</p><p class=\"t-img-caption\"><img src=\"https://static.tigerbbs.com/5721716c93ffcdb8745ed2792eacf482\" title=\"\" tg-width=\"651\" tg-height=\"521\"/></p><p>It has started offering consumers 84-month auto loans after Elon Musk said the carmaker would “have to do something” about rising interest rates.</p><p>Also, it was downgraded to Neutral from Buy at UBS. The analysts, however, raised the price target on the stock to $270 from $220.  UBS said for the next 12 months it thinks “upside risk to consensus earnings is very limited with significant volumes from new product (first Cybertruck, then the affordable model) not kicking in before H2/24, and with some initial margin-dilutive impact.”</p></body></html>\n\n</article>\n</div>\n</body>\n</html>\n","type":0,"thumbnail":"","relate_stocks":{},"source_url":"","is_english":true,"share_image_url":"https://static.laohu8.com/e9f99090a1c2ed51c021029395664489","article_id":"1160245691","content_text":"Tesla Motors fell over 2% in premarket trading.It has started offering consumers 84-month auto loans after Elon Musk said the carmaker would “have to do something” about rising interest rates.Also, it was downgraded to Neutral from Buy at UBS. The analysts, however, raised the price target on the stock to $270 from $220.  UBS said for the next 12 months it thinks “upside risk to consensus earnings is very limited with significant volumes from new product (first Cybertruck, then the affordable model) not kicking in before H2/24, and with some initial margin-dilutive impact.”","news_type":1},"isVote":1,"tweetType":1,"viewCount":94,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"EN","totalScore":0},{"id":228834168742128,"gmtCreate":1696894202479,"gmtModify":1696894207187,"author":{"id":"3584079457608282","authorId":"3584079457608282","name":"FGP","avatar":"https://community-static.tradeup.com/news/4f96275867e9fcc09f90747c0edcd143","crmLevel":9,"crmLevelSwitch":1,"followedFlag":false,"idStr":"3584079457608282","authorIdStr":"3584079457608282"},"themes":[],"htmlText":"Live stream swap counting, its proven to work implementing swap stations👍","listText":"Live stream swap counting, its proven to work implementing swap stations👍","text":"Live stream swap counting, its proven to work implementing swap stations👍","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":1,"commentSize":0,"repostSize":0,"link":"https://ttm.financial/post/228834168742128","repostId":"2374718549","repostType":2,"repost":{"id":"2374718549","kind":"highlight","pubTimestamp":1696861435,"share":"https://ttm.financial/m/news/2374718549?lang=&edition=fundamental","pubTime":"2023-10-09 22:23","market":"us","language":"en","title":"NIO completes 30 million global battery swaps, further proving the process’s viability","url":"https://stock-news.laohu8.com/highlight/detail?id=2374718549","media":"Electrek","summary":"EV automaker NIO continues to be the only passenger vehicle manufacturer to demonstrate the true potential of battery swap stations. Earlier today, the company live streamed its 30 millionth battery swap, hitting a milestone for the nascent technology, but also providing further evidence of how quickly NIO’s battery swap process is catching on amongst EV drivers.","content":"<html><body><div>\n<figure>\n<img fetchpriority=\"high\" height=\"700\" src=\"https://electrek.co/wp-content/uploads/sites/3/2023/10/NIO-battery-swap-30-million.jpg?quality=82&amp;strip=all&amp;w=1400\" srcset=\"https://i0.wp.com/electrek.co/wp-content/uploads/sites/3/2023/10/NIO-battery-swap-30-million.jpg?w=320&amp;quality=82&amp;strip=all&amp;ssl=1 320w, https://i0.wp.com/electrek.co/wp-content/uploads/sites/3/2023/10/NIO-battery-swap-30-million.jpg?w=640&amp;quality=82&amp;strip=all&amp;ssl=1 640w, https://i0.wp.com/electrek.co/wp-content/uploads/sites/3/2023/10/NIO-battery-swap-30-million.jpg?w=1024&amp;quality=82&amp;strip=all&amp;ssl=1 1024w, https://i0.wp.com/electrek.co/wp-content/uploads/sites/3/2023/10/NIO-battery-swap-30-million.jpg?w=1500&amp;quality=82&amp;strip=all&amp;ssl=1 1500w\" width=\"1400\"/>\n</figure>\n<p>EV automaker NIO continues to be the only passenger vehicle manufacturer to demonstrate the true potential of battery swap stations. Earlier today, the company live streamed its 30 millionth battery swap, hitting a milestone for the nascent technology, but also providing further evidence of how quickly NIO’s battery swap process is catching on amongst EV drivers.</p>\n<span></span><ins></ins>\n<p>NIO ($NIO) remains a veteran EV automaker and one of the leading automotive technology brands in China. In addition to delivering a lineup of some of the most impressive electric vehicles on the planet, NIO has introduced adjacent technologies to the segment such as a mobile phone and battery swap stations.</p>\n<p>Battery swaps were by no means invented by NIO, but the Chinese automaker has been the most prominent passenger vehicle developer in embracing the technology and has spent over half a decade trying to prove its benefits.</p>\n<p>Automakers like Tesla explored battery swaps early on before quickly abandoning it due to its need for resources, grid dependency, and physical footprints, while other automakers in China and Europe continue to test the waters… but to a much smaller extent.</p>\n<p>To date, battery swaps have found great success in the micromobilty segment around the world and are starting to pop up in the US to support rideshare EVs. During that time however, NIO has continued to grow and develop its network of battery swap stations, despite all the naysayers along the way.</p>\n<p>As the automaker has expanded out of China and into Europe the past two years, it has stuck with its plan to include battery leases supported by swap station installations, while also considering licensing the technology to others on the continent.</p>\n<p>To date, NIO has over 1,900 swap stations operating in China and Europe, offering a unique alternative to BEVs being sold by its competitors. While the technology may have seemed like more trouble than it was worth at first, NIO’s progress tells an entirely different tale that could soon enable swaps as a genuine option for global EV consumers when they order their next vehicle.</p>\n<figure><img decoding=\"async\" fetchpriority=\"high\" height=\"700\" sizes=\"(max-width: 1400px) 100vw, 1400px\" src=\"https://electrek.co/wp-content/uploads/sites/3/2023/10/NIO-battery-swap-EV.jpg?quality=82&amp;strip=all&amp;w=1024\" srcset=\"https://electrek.co/wp-content/uploads/sites/3/2023/10/NIO-battery-swap-EV.jpg 1400w, https://electrek.co/wp-content/uploads/sites/3/2023/10/NIO-battery-swap-EV.jpg?resize=150,75 150w, https://electrek.co/wp-content/uploads/sites/3/2023/10/NIO-battery-swap-EV.jpg?resize=300,150 300w, https://electrek.co/wp-content/uploads/sites/3/2023/10/NIO-battery-swap-EV.jpg?resize=768,384 768w, https://electrek.co/wp-content/uploads/sites/3/2023/10/NIO-battery-swap-EV.jpg?resize=1024,512 1024w, https://electrek.co/wp-content/uploads/sites/3/2023/10/NIO-battery-swap-EV.jpg?resize=350,175 350w, https://electrek.co/wp-content/uploads/sites/3/2023/10/NIO-battery-swap-EV.jpg?resize=140,70 140w, https://electrek.co/wp-content/uploads/sites/3/2023/10/NIO-battery-swap-EV.jpg?resize=290,145 290w\" width=\"1400\"/><figcaption>Credit: NIO</figcaption></figure>\n<h2>NIO proves battery swaps a viable option for EVs</h2>\n<p>Earlier today in China, a group of NIO employees gathered around a live stream of its battery swap tally as the unique recharging process reached 30 million swaps to date. A milestone in it of itself, but the time it took to get to this point truly encapsulates how successful adoption is becoming.</p>\n<p>For example, it took NIO four years to reach 10 million swaps, then a mere nine months to double that figure. Since then, the automaker has reached the 30 million milestone in only six months. Just last week during the National Day holiday in China, NIO completed a record 78,233 battery swap services as local consumers have accepted the technology and its benefits.</p>\n<p>According to the vice president of NIO Power, Shen Fei in a recent <em>Weibo</em> post by the automaker, battery swaps are superior solution for EVs for long-distance trips as the process is much more quick (9-10 minutes) than sitting at a charger.</p>\n<p>Looking ahead, NIO intends to have at least 2,300 swap stations in operation in China by the end of 2023 – part of its goal to implement 1,000 new stations this year. As swaps continue to snowball in China, it will be interesting to see how quickly NIO can now hit the 40 million milestone, especially as it continues to grow its footprint in Europe.</p>\n<h2>Electrek’s Take</h2>\n<p>Say what you want about battery swaps, but NIO is genuinely proving they work. Perhaps not as an end-all-be-all option, no – but as a viable alternative to owning your EV’s battery outright and relaying solely on charging.</p>\n<p>I think this could eventually serve as a nice one-two punch for consumers – who doesn’t like options right? Swaps make a lot of sense for long trips, rideshare vehicles who want to get back on the road quickly, and perhaps commercial EVs like last mile delivery trucks – although they don’t need that much range.</p>\n<p>The financial benefits could serve consumers as well as a customer may save money up front by leasing their battery. Lots of things to consider for sure, but there is no denying the fact that NIO has successfully proven that battery swaps work and EV drivers will adopt the technology if there is enough infrastructure to support it.</p>\n</div></body></html>","source":"electrek_highlight","collect":0,"html":"<!DOCTYPE html>\n<html>\n<head>\n<meta http-equiv=\"Content-Type\" content=\"text/html; charset=utf-8\" />\n<meta name=\"viewport\" content=\"width=device-width,initial-scale=1.0,minimum-scale=1.0,maximum-scale=1.0,user-scalable=no\"/>\n<meta name=\"format-detection\" content=\"telephone=no,email=no,address=no\" />\n<title>NIO completes 30 million global battery swaps, further proving the process’s viability</title>\n<style type=\"text/css\">\na,abbr,acronym,address,applet,article,aside,audio,b,big,blockquote,body,canvas,caption,center,cite,code,dd,del,details,dfn,div,dl,dt,\nem,embed,fieldset,figcaption,figure,footer,form,h1,h2,h3,h4,h5,h6,header,hgroup,html,i,iframe,img,ins,kbd,label,legend,li,mark,menu,nav,\nobject,ol,output,p,pre,q,ruby,s,samp,section,small,span,strike,strong,sub,summary,sup,table,tbody,td,tfoot,th,thead,time,tr,tt,u,ul,var,video{ font:inherit;margin:0;padding:0;vertical-align:baseline;border:0 }\nbody{ font-size:16px; line-height:1.5; color:#999; background:transparent; }\n.wrapper{ overflow:hidden;word-break:break-all;padding:10px; }\nh1,h2{ font-weight:normal; line-height:1.35; margin-bottom:.6em; }\nh3,h4,h5,h6{ line-height:1.35; margin-bottom:1em; }\nh1{ font-size:24px; }\nh2{ font-size:20px; }\nh3{ font-size:18px; }\nh4{ font-size:16px; }\nh5{ font-size:14px; }\nh6{ font-size:12px; }\np,ul,ol,blockquote,dl,table{ margin:1.2em 0; }\nul,ol{ margin-left:2em; }\nul{ list-style:disc; }\nol{ list-style:decimal; }\nli,li p{ margin:10px 0;}\nimg{ max-width:100%;display:block;margin:0 auto 1em; }\nblockquote{ color:#B5B2B1; border-left:3px solid #aaa; padding:1em; }\nstrong,b{font-weight:bold;}\nem,i{font-style:italic;}\ntable{ width:100%;border-collapse:collapse;border-spacing:1px;margin:1em 0;font-size:.9em; }\nth,td{ padding:5px;text-align:left;border:1px solid #aaa; }\nth{ font-weight:bold;background:#5d5d5d; }\n.symbol-link{font-weight:bold;}\n/* header{ border-bottom:1px solid #494756; } */\n.title{ margin:0 0 8px;line-height:1.3;color:#ddd; }\n.meta {color:#5e5c6d;font-size:13px;margin:0 0 .5em; }\na{text-decoration:none; color:#2a4b87;}\n.meta .head { display: inline-block; overflow: hidden}\n.head .h-thumb { width: 30px; height: 30px; margin: 0; padding: 0; border-radius: 50%; float: left;}\n.head .h-content { margin: 0; padding: 0 0 0 9px; float: left;}\n.head .h-name {font-size: 13px; color: #eee; margin: 0;}\n.head .h-time {font-size: 11px; color: #7E829C; margin: 0;line-height: 11px;}\n.small {font-size: 12.5px; display: inline-block; transform: scale(0.9); -webkit-transform: scale(0.9); transform-origin: left; -webkit-transform-origin: left;}\n.smaller {font-size: 12.5px; display: inline-block; transform: scale(0.8); -webkit-transform: scale(0.8); transform-origin: left; -webkit-transform-origin: left;}\n.bt-text {font-size: 12px;margin: 1.5em 0 0 0}\n.bt-text p {margin: 0}\n</style>\n</head>\n<body>\n<div class=\"wrapper\">\n<header>\n<h2 class=\"title\">\nNIO completes 30 million global battery swaps, further proving the process’s viability\n</h2>\n\n<h4 class=\"meta\">\n\n\n2023-10-09 22:23 GMT+8&nbsp;&nbsp;&nbsp;<a href=https://electrek.co/2023/10/09/nio-completes-30-million-global-battery-swaps-proving-viability/><strong>Electrek</strong></a>\n\n\n</h4>\n\n</header>\n<article>\n<div>\n<p>EV automaker NIO continues to be the only passenger vehicle manufacturer to demonstrate the true potential of battery swap stations. Earlier today, the company live streamed its 30 millionth battery ...</p>\n\n<a href=\"https://electrek.co/2023/10/09/nio-completes-30-million-global-battery-swaps-proving-viability/\">Web Link</a>\n\n</div>\n\n\n</article>\n</div>\n</body>\n</html>\n","type":0,"thumbnail":"https://electrek.co/wp-content/uploads/sites/3/2023/10/NIO-battery-swap-30-million.jpg?quality=82&strip=all&w=1400","relate_stocks":{},"source_url":"https://electrek.co/2023/10/09/nio-completes-30-million-global-battery-swaps-proving-viability/","is_english":true,"share_image_url":"https://static.laohu8.com/e9f99090a1c2ed51c021029395664489","article_id":"2374718549","content_text":"EV automaker NIO continues to be the only passenger vehicle manufacturer to demonstrate the true potential of battery swap stations. Earlier today, the company live streamed its 30 millionth battery swap, hitting a milestone for the nascent technology, but also providing further evidence of how quickly NIO’s battery swap process is catching on amongst EV drivers.\n\nNIO ($NIO) remains a veteran EV automaker and one of the leading automotive technology brands in China. In addition to delivering a lineup of some of the most impressive electric vehicles on the planet, NIO has introduced adjacent technologies to the segment such as a mobile phone and battery swap stations.\nBattery swaps were by no means invented by NIO, but the Chinese automaker has been the most prominent passenger vehicle developer in embracing the technology and has spent over half a decade trying to prove its benefits.\nAutomakers like Tesla explored battery swaps early on before quickly abandoning it due to its need for resources, grid dependency, and physical footprints, while other automakers in China and Europe continue to test the waters… but to a much smaller extent.\nTo date, battery swaps have found great success in the micromobilty segment around the world and are starting to pop up in the US to support rideshare EVs. During that time however, NIO has continued to grow and develop its network of battery swap stations, despite all the naysayers along the way.\nAs the automaker has expanded out of China and into Europe the past two years, it has stuck with its plan to include battery leases supported by swap station installations, while also considering licensing the technology to others on the continent.\nTo date, NIO has over 1,900 swap stations operating in China and Europe, offering a unique alternative to BEVs being sold by its competitors. While the technology may have seemed like more trouble than it was worth at first, NIO’s progress tells an entirely different tale that could soon enable swaps as a genuine option for global EV consumers when they order their next vehicle.\nCredit: NIO\nNIO proves battery swaps a viable option for EVs\nEarlier today in China, a group of NIO employees gathered around a live stream of its battery swap tally as the unique recharging process reached 30 million swaps to date. A milestone in it of itself, but the time it took to get to this point truly encapsulates how successful adoption is becoming.\nFor example, it took NIO four years to reach 10 million swaps, then a mere nine months to double that figure. Since then, the automaker has reached the 30 million milestone in only six months. Just last week during the National Day holiday in China, NIO completed a record 78,233 battery swap services as local consumers have accepted the technology and its benefits.\nAccording to the vice president of NIO Power, Shen Fei in a recent Weibo post by the automaker, battery swaps are superior solution for EVs for long-distance trips as the process is much more quick (9-10 minutes) than sitting at a charger.\nLooking ahead, NIO intends to have at least 2,300 swap stations in operation in China by the end of 2023 – part of its goal to implement 1,000 new stations this year. As swaps continue to snowball in China, it will be interesting to see how quickly NIO can now hit the 40 million milestone, especially as it continues to grow its footprint in Europe.\nElectrek’s Take\nSay what you want about battery swaps, but NIO is genuinely proving they work. Perhaps not as an end-all-be-all option, no – but as a viable alternative to owning your EV’s battery outright and relaying solely on charging.\nI think this could eventually serve as a nice one-two punch for consumers – who doesn’t like options right? Swaps make a lot of sense for long trips, rideshare vehicles who want to get back on the road quickly, and perhaps commercial EVs like last mile delivery trucks – although they don’t need that much range.\nThe financial benefits could serve consumers as well as a customer may save money up front by leasing their battery. Lots of things to consider for sure, but there is no denying the fact that NIO has successfully proven that battery swaps work and EV drivers will adopt the technology if there is enough infrastructure to support it.","news_type":1},"isVote":1,"tweetType":1,"viewCount":142,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"EN","totalScore":0},{"id":215177794212080,"gmtCreate":1693550072222,"gmtModify":1693550077465,"author":{"id":"3584079457608282","authorId":"3584079457608282","name":"FGP","avatar":"https://community-static.tradeup.com/news/4f96275867e9fcc09f90747c0edcd143","crmLevel":9,"crmLevelSwitch":1,"followedFlag":false,"idStr":"3584079457608282","authorIdStr":"3584079457608282"},"themes":[],"htmlText":"GM Ford Volkswagen BMW Merc BYD NiO Honda Toyota Kia Hyundai all snoozing? Still In Techno land? 🤭","listText":"GM Ford Volkswagen BMW Merc BYD NiO Honda Toyota Kia Hyundai all snoozing? Still In Techno land? 🤭","text":"GM Ford Volkswagen BMW Merc BYD NiO Honda Toyota Kia Hyundai all snoozing? Still In Techno land? 🤭","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":1,"commentSize":0,"repostSize":0,"link":"https://ttm.financial/post/215177794212080","repostId":"2363162264","repostType":4,"repost":{"id":"2363162264","kind":"highlight","pubTimestamp":1693545521,"share":"https://ttm.financial/m/news/2363162264?lang=&edition=fundamental","pubTime":"2023-09-01 13:18","market":"us","language":"en","title":"Tesla Stock Could Soar 1,025% to Achieve a $9 Trillion Valuation, According to Elon Musk","url":"https://stock-news.laohu8.com/highlight/detail?id=2363162264","media":"Motley Fool","summary":"Elon Musk claims Tesla shareholders who buy and hold could see monster returns in the years ahead.","content":"<html><head></head><body><p><strong>Tesla</strong> CEO Elon Musk has never shied away from bold predictions. Last year, he said Tesla would eventually eclipse the combined value of <strong>Apple</strong> and oil giant Saudi Aramco, which implied a valuation north of $4 trillion at the time. But Musk dialed up his conviction during the latest earnings call with the pronouncement that Tesla could grow fivefold or even tenfold in value.</p><p>Here&#39;s how that breaks down: Tesla was worth $924 billion on the day of the earnings call, so Musk implied a future valuation of as high as $9.24 trillion. But shares have slipped about 12% since the call took place, so if Musk is reading the tea leaves correctly, Tesla stock could soar about 1,025% from its current price.</p><p>Is the stock worth buying?</p><h2 id=\"id_3090676106\">Tesla is prioritizing vehicle volume over margins</h2><p>Tesla topped expectations on the top and bottom lines in the second quarter. Revenue climbed 47% year over year to $24.9 billion, and generally accepted accounting principles (GAAP) net income increased 20% to $2.7 billion.</p><p>But Wall Street fixated on margin compression. Tesla reported an operating margin of 16.8% last year, the highest among volume carmakers, but that metric fell to 9.6% in the second quarter as the company cut vehicle prices to stimulate demand amid challenging economic conditions.</p><p>Given the choice, management would make the same decision again, rationalizing that it makes sense to prioritize volume right now because autonomous driving technology will ultimately be the primary source of profitability. To quote Musk, &#34;It&#39;s better to ship a large number of cars at a lower margin, and subsequently harvest that margin in the future as we perfect autonomy.&#34;</p><p>Going forward, the bull case for Tesla centers on two large opportunities: electric vehicles and autonomous driving technology (which includes full self-driving (FSD) software and robotaxi services).</p><h2 id=\"id_1936821485\">Tesla is the market leader in battery electric vehicles</h2><p>Tesla gained market share in battery electric vehicles (BEVs) through the first half of 2023, due in part to the Model Y becoming the best-selling vehicle of any kind in the first quarter. The company accounted for 21.8% of BEV sales through June, up from 19% in the same period last year, and nearly seven percentage points ahead of its closest competitor.</p><p>Better yet, Tesla still has one of the highest operating margins in the auto industry, and Musk attributes that success to manufacturing prowess and innovation. For example, Tesla produces battery packs (the most expensive component of an electric car) at a lower cost per kilowatt-hour than other automakers, and its leadership is expected to last through the decade, according to Cairn Energy Research Advisors.</p><p>Tesla plans to press its advantage with a potentially revolutionary assembly process at Gigafactory Mexico, where vehicle production will begin in 2025. The so-called &#34;unboxed&#34; assembly process could cut manufacturing costs in half and reduce factory footprint by 40%, according to Reuters.</p><p>Suffice it to say, Tesla has a strong foothold in the electric car market, which bodes well for shareholders. Precedence Research says electric vehicle sales will increase by 23% annually to reach $1.7 trillion by 2032.</p><h2 id=\"id_2698458838\">Tesla is a front-runner in autonomous driving technology</h2><p>Tesla is arguably a leader in the race to build a truly autonomous car. The company has far more autopilot-enabled vehicles on the road today, so its autonomous driving data eclipses that of all other automakers combined. And more data theoretically means superior artificial intelligence (AI) software.</p><p>In this case, that means FSD software, a product that creates three new revenue streams for Tesla. First, FSD can already be sold directly to drivers, and demand should increase as the product improves. Second, FSD can be licensed to other automakers, and Musk says the company is currently discussing that option with a major manufacturer. Third, once perfected, FSD software will power the dedicated robotaxi Tesla plans to mass-produce next year.</p><p>For context, Precedence Research says the autonomous vehicle market will increase at 35% annually to hit $2.4 trillion by 2032, and Cathie Wood&#39;s Ark Invest says robotaxi taxi platforms could generate $9 trillion in annual revenue by the end of the decade. Those revenue streams could have a profound impact on profitability. Musk recently told CNBC&#39;s David Faber that robotaxis could boost gross margin to 70%, an astonishing leap from 18.2% in the most recent quarter.</p><h2 id=\"id_3257728034\">Elon Musk is not alone in making bold predictions about Tesla</h2><p>Earlier this year, Ark Invest published a valuation model positing colossal returns for Tesla shareholders. It detailed a bear scenario and a bull scenario, valuing the company at $4.4 trillion and $7.9 trillion, respectively, by 2027.</p><p>Similarly, tech analyst Gene Munster recently told CNBC that Tesla and <strong>Alphabet</strong>&#39;s Waymo were the two companies best positioned to benefit from self-driving cars. That bullish take aligns with past commentary, including his prediction that Tesla could be worth $2.5 trillion by 2026.</p><p>So Musk is not alone in making bold predictions, but investors should never put too much weight on such prognostications. They will be better off focusing on hard facts. Tesla has a strong competitive position in several multitrillion-dollar markets, and its valuation could rise substantially if all goes according to plan in the future. Investors simply need to answer this question: Can Tesla successfully pivot into FSD software and robotaxi services?</p><p>Those who find that idea farfetched should avoid the stock. But those who believe Tesla could disrupt the transportation and mobility industries with autonomy should feel comfortable buying the stock today. Shares currently trade at 9.5 times sales, a discount to the three-year average of 16 times sales, and a very reasonable multiple for a software and services company.</p></body></html>","source":"fool_stock","collect":0,"html":"<!DOCTYPE html>\n<html>\n<head>\n<meta http-equiv=\"Content-Type\" content=\"text/html; charset=utf-8\" />\n<meta name=\"viewport\" content=\"width=device-width,initial-scale=1.0,minimum-scale=1.0,maximum-scale=1.0,user-scalable=no\"/>\n<meta name=\"format-detection\" content=\"telephone=no,email=no,address=no\" />\n<title>Tesla Stock Could Soar 1,025% to Achieve a $9 Trillion Valuation, According to Elon Musk</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 Could Soar 1,025% to Achieve a $9 Trillion Valuation, According to Elon Musk\n</h2>\n\n<h4 class=\"meta\">\n\n\n2023-09-01 13:18 GMT+8&nbsp;&nbsp;&nbsp;<a href=https://www.fool.com/investing/2023/08/31/tesla-stock-can-soar-1025-to-9-trillion-elon-musk/><strong>Motley Fool</strong></a>\n\n\n</h4>\n\n</header>\n<article>\n<div>\n<p>Tesla CEO Elon Musk has never shied away from bold predictions. Last year, he said Tesla would eventually eclipse the combined value of Apple and oil giant Saudi Aramco, which implied a valuation ...</p>\n\n<a href=\"https://www.fool.com/investing/2023/08/31/tesla-stock-can-soar-1025-to-9-trillion-elon-musk/\">Web Link</a>\n\n</div>\n\n\n</article>\n</div>\n</body>\n</html>\n","type":0,"thumbnail":"","relate_stocks":{"BK4534":"瑞士信贷持仓","LU0689472784.USD":"安联收益及增长基金Cl AM AT Acc","LU2087621335.USD":"ALLSPRING GLOBAL FACTOR ENHANCED EQUITY \"A\" (USD) ACC","LU2326559502.SGD":"Natixis Loomis Sayles US Growth Equity P/A SGD-H","LU0097036916.USD":"贝莱德美国增长A2 USD","LU1720051017.SGD":"Allianz Global Artificial Intelligence AT Acc H2-SGD","LU1852331112.SGD":"Blackrock World Technology Fund A2 SGD-H","BK4548":"巴美列捷福持仓","LU0198837287.USD":"UBS (LUX) EQUITY SICAV - USA GROWTH \"P\" (USD) ACC","BK4592":"伊斯兰概念","LU0316494557.USD":"FRANKLIN GLOBAL FUNDAMENTAL STRATEGIES \"A\" ACC","LU1548497426.USD":"安联环球人工智能AT Acc","LU1861558580.USD":"日兴方舟颠覆性创新基金B","LU0820561818.USD":"安联收益及增长平衡基金Cl AM DIS","TSLL":"Direxion Daily TSLA Bull 2X Shares","BK4585":"ETF&股票定投概念","LU0348723411.USD":"ALLIANZ GLOBAL HI-TECH GROWTH \"A\" (USD) INC","LU1720051108.HKD":"ALLIANZ GLOBAL ARTIFICIAL INTELLIGENCE \"AT\" (HKD) ACC","BK4533":"AQR资本管理(全球第二大对冲基金)","LU0943347566.SGD":"安联收益及增长平衡基金AM H2-SGD","BK4527":"明星科技股","LU1429558221.USD":"Natixis Loomis Sayles US Growth Equity RA USD","LU0234570918.USD":"高盛全球核心股票组合Acc Close","LU2357305700.SGD":"Allianz Global Artificial Intelligence ET H2-SGD","BK4550":"红杉资本持仓","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","BK4588":"碎股","LU0823411888.USD":"法巴消费创新基金 Cap","LU0053666078.USD":"摩根大通基金-美国股票A（离岸）美元","LU1435385759.SGD":"Natixis Loomis Sayles US Growth Equity RA SGD-H","LU0082616367.USD":"摩根大通美国科技A（dist）","LU1551013342.USD":"Allianz Income and Growth Cl AMg2 DIS USD","LU0056508442.USD":"贝莱德世界科技基金A2","BK4574":"无人驾驶","LU0719512351.SGD":"JPMorgan Funds - US Technology A (acc) SGD","IE00B1XK9C88.USD":"PINEBRIDGE US LARGE CAP RESEARCH ENHANCED \"A\" (USD) ACC","BK4581":"高盛持仓","IE00BSNM7G36.USD":"NEUBERGER BERMAN SYSTEMATIC GLOBAL SUSTAINABLE VALUE \"A\" (USD) ACC","BK4099":"汽车制造商","LU2249611893.SGD":"BNP PARIBAS ENERGY TRANSITION \"CRH\" (SGD) ACC","TSLA":"特斯拉","LU0820561909.HKD":"ALLIANZ INCOME AND GROWTH \"AM\" (HKD) INC","BK4551":"寇图资本持仓","LU0234572021.USD":"高盛美国核心股票组合Acc","LU2063271972.USD":"富兰克林创新领域基金","BK4511":"特斯拉概念","LU0823414478.USD":"法巴经典能源转换基金","IE00BWXC8680.SGD":"PINEBRIDGE US LARGE CAP RESEARCH ENHANCED \"A5\" (SGD) ACC"},"source_url":"https://www.fool.com/investing/2023/08/31/tesla-stock-can-soar-1025-to-9-trillion-elon-musk/","is_english":true,"share_image_url":"https://static.laohu8.com/e9f99090a1c2ed51c021029395664489","article_id":"2363162264","content_text":"Tesla CEO Elon Musk has never shied away from bold predictions. Last year, he said Tesla would eventually eclipse the combined value of Apple and oil giant Saudi Aramco, which implied a valuation north of $4 trillion at the time. But Musk dialed up his conviction during the latest earnings call with the pronouncement that Tesla could grow fivefold or even tenfold in value.Here's how that breaks down: Tesla was worth $924 billion on the day of the earnings call, so Musk implied a future valuation of as high as $9.24 trillion. But shares have slipped about 12% since the call took place, so if Musk is reading the tea leaves correctly, Tesla stock could soar about 1,025% from its current price.Is the stock worth buying?Tesla is prioritizing vehicle volume over marginsTesla topped expectations on the top and bottom lines in the second quarter. Revenue climbed 47% year over year to $24.9 billion, and generally accepted accounting principles (GAAP) net income increased 20% to $2.7 billion.But Wall Street fixated on margin compression. Tesla reported an operating margin of 16.8% last year, the highest among volume carmakers, but that metric fell to 9.6% in the second quarter as the company cut vehicle prices to stimulate demand amid challenging economic conditions.Given the choice, management would make the same decision again, rationalizing that it makes sense to prioritize volume right now because autonomous driving technology will ultimately be the primary source of profitability. To quote Musk, \"It's better to ship a large number of cars at a lower margin, and subsequently harvest that margin in the future as we perfect autonomy.\"Going forward, the bull case for Tesla centers on two large opportunities: electric vehicles and autonomous driving technology (which includes full self-driving (FSD) software and robotaxi services).Tesla is the market leader in battery electric vehiclesTesla gained market share in battery electric vehicles (BEVs) through the first half of 2023, due in part to the Model Y becoming the best-selling vehicle of any kind in the first quarter. The company accounted for 21.8% of BEV sales through June, up from 19% in the same period last year, and nearly seven percentage points ahead of its closest competitor.Better yet, Tesla still has one of the highest operating margins in the auto industry, and Musk attributes that success to manufacturing prowess and innovation. For example, Tesla produces battery packs (the most expensive component of an electric car) at a lower cost per kilowatt-hour than other automakers, and its leadership is expected to last through the decade, according to Cairn Energy Research Advisors.Tesla plans to press its advantage with a potentially revolutionary assembly process at Gigafactory Mexico, where vehicle production will begin in 2025. The so-called \"unboxed\" assembly process could cut manufacturing costs in half and reduce factory footprint by 40%, according to Reuters.Suffice it to say, Tesla has a strong foothold in the electric car market, which bodes well for shareholders. Precedence Research says electric vehicle sales will increase by 23% annually to reach $1.7 trillion by 2032.Tesla is a front-runner in autonomous driving technologyTesla is arguably a leader in the race to build a truly autonomous car. The company has far more autopilot-enabled vehicles on the road today, so its autonomous driving data eclipses that of all other automakers combined. And more data theoretically means superior artificial intelligence (AI) software.In this case, that means FSD software, a product that creates three new revenue streams for Tesla. First, FSD can already be sold directly to drivers, and demand should increase as the product improves. Second, FSD can be licensed to other automakers, and Musk says the company is currently discussing that option with a major manufacturer. Third, once perfected, FSD software will power the dedicated robotaxi Tesla plans to mass-produce next year.For context, Precedence Research says the autonomous vehicle market will increase at 35% annually to hit $2.4 trillion by 2032, and Cathie Wood's Ark Invest says robotaxi taxi platforms could generate $9 trillion in annual revenue by the end of the decade. Those revenue streams could have a profound impact on profitability. Musk recently told CNBC's David Faber that robotaxis could boost gross margin to 70%, an astonishing leap from 18.2% in the most recent quarter.Elon Musk is not alone in making bold predictions about TeslaEarlier this year, Ark Invest published a valuation model positing colossal returns for Tesla shareholders. It detailed a bear scenario and a bull scenario, valuing the company at $4.4 trillion and $7.9 trillion, respectively, by 2027.Similarly, tech analyst Gene Munster recently told CNBC that Tesla and Alphabet's Waymo were the two companies best positioned to benefit from self-driving cars. That bullish take aligns with past commentary, including his prediction that Tesla could be worth $2.5 trillion by 2026.So Musk is not alone in making bold predictions, but investors should never put too much weight on such prognostications. They will be better off focusing on hard facts. Tesla has a strong competitive position in several multitrillion-dollar markets, and its valuation could rise substantially if all goes according to plan in the future. Investors simply need to answer this question: Can Tesla successfully pivot into FSD software and robotaxi services?Those who find that idea farfetched should avoid the stock. But those who believe Tesla could disrupt the transportation and mobility industries with autonomy should feel comfortable buying the stock today. Shares currently trade at 9.5 times sales, a discount to the three-year average of 16 times sales, and a very reasonable multiple for a software and services company.","news_type":1},"isVote":1,"tweetType":1,"viewCount":41,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"EN","totalScore":0},{"id":198475463753768,"gmtCreate":1689490283604,"gmtModify":1689490288044,"author":{"id":"3584079457608282","authorId":"3584079457608282","name":"FGP","avatar":"https://community-static.tradeup.com/news/4f96275867e9fcc09f90747c0edcd143","crmLevel":9,"crmLevelSwitch":1,"followedFlag":false,"idStr":"3584079457608282","authorIdStr":"3584079457608282"},"themes":[],"htmlText":"Why NiO delivered 10707 on June and asking investors to sell? Obviously on the opposite. Investors' take this as leisure reading. But writer is correct for Lucid and Rivian 👍","listText":"Why NiO delivered 10707 on June and asking investors to sell? Obviously on the opposite. Investors' take this as leisure reading. But writer is correct for Lucid and Rivian 👍","text":"Why NiO delivered 10707 on June and asking investors to sell? Obviously on the opposite. Investors' take this as leisure reading. But writer is correct for Lucid and Rivian 👍","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":16,"commentSize":0,"repostSize":0,"link":"https://ttm.financial/post/198475463753768","repostId":"2351261972","repostType":4,"repost":{"id":"2351261972","kind":"highlight","pubTimestamp":1689487615,"share":"https://ttm.financial/m/news/2351261972?lang=&edition=fundamental","pubTime":"2023-07-16 14:06","market":"us","language":"en","title":"3 EV Stocks to Sell in July","url":"https://stock-news.laohu8.com/highlight/detail?id=2351261972","media":"InvestorPlace","summary":"For investors looking to sell EV stocks in July, these three companies should top their list thanks to their risky, unsustainable businesses.","content":"<html><head></head><body><ul><li><p>The EV market is heavily saturated, and with only a handful of quality picks, July could be the time to sell EV stocks.</p></li><li><p><strong>Lucid (<u>LCID</u>): </strong>The company is already down more than 50% this year and could fall further if demand doesn’t pick up.</p></li><li><p><strong>Nio (<u>NIO</u>): </strong>This EV maker was a promising Chinese EV play, but supply chain issues and stagnant demand has made it a risky choice.</p></li><li><p><strong>Rivian (<u>RIVN</u>): </strong>This firm has become a cash-burning machine that is worth abandoning as soon as possible. </p></li></ul><p class=\"t-img-caption\"><img src=\"https://community-static.tradeup.com/news/22e88555c9a0379914eac5df01bc4783\" tg-width=\"768\" tg-height=\"432\"/></p><p>Source: Marco Allasio / Shutterstock.com</p><p>No one doubts that electric vehicles are the next big shift. But not all companies who make them are created equally. In fact, it’s best to avoid plenty of EV stocks.</p><p>We’ve known for quite some time that EVs would be an integral part in the push toward net zero. And that’s meant plenty of EV makers have sprung up around the world.</p><p>Trouble is, there won’t be room for everyone at the table. We can also anticipate some duds falling off a cliff. But a clear path to profitability is key. If cash is tight, demand needs to be strong as an indication the company can make it. </p><p>However, the current economic conditions suggest carmakers of any kind could be in trouble, prompting some to sell EV stocks in July. While many people are keen to trim their carbon footprint, splashing out on an expensive new car isn’t going to be a top priority.</p><p>Shaky market plus tons of competition doesn’t bode well for EV makers that haven’t quite figured out how profit at scale. With that in mind, now’s a good time to dump risky EV stocks that may not make it through this period of instability. </p><h2 id=\"id_559979343\">Lucid (NASDAQ:LCID)</h2><p class=\"t-img-caption\"><img src=\"https://static.tigerbbs.com/31132b82f46dcfb38b51b5e8c6f8a8c1\" tg-width=\"300\" tg-height=\"169\"/></p><p>Source: T. Schneider / Shutterstock</p><p>For investors who want to sell EV stocks in July, <strong>Lucid <u>(NASDAQ:LCID)</u></strong> probably ranks toward the top of the list.</p><p>Lucid is a Saudi Arabian-backed startup that had promising growth prospects once upon a time. But the current market conditions have all but crushed the group’s potential. The most recent results showed a decline in production thanks to ongoing supply chain issues. At the same time, deliveries remained flat as a result of lackluster demand.</p><p>Lucid positioned itself as a luxury-car maker with its sedans starting just shy of $88,000. That puts the group squarely in Tesla’s market, and it’s struggling to compete. Many believe the company will need to trim its prices in order to prop up demand. But doing so would erode both margins and brand power.</p><p>In a bid to create new revenue streams, the group’s inked a deal with Aston Martin to license its EV technology. This is a strong move, but not necessarily a lifeline. Aston Martin is light-years behind in building electric offerings. </p><h2 id=\"id_667283884\">Nio (NYSE:NIO)</h2><p class=\"t-img-caption\"><img src=\"https://community-static.tradeup.com/news/7f1d28cbadc487e2171c6bfc6575ffde\" tg-width=\"300\" tg-height=\"169\"/></p><p>Source: J1TTO / Shutterstock.com</p><p>EV maker <strong>Nio</strong> (<strong><u>NYSE:NIO</u></strong>) is facing a difficult position because of China’s zero-Covid-19 policy over the past few years. It clearly <strong>put of a damper on its growth</strong>.</p><p>China is home to some of the riskier EV stocks, though there are many reasons that being a Chinese EV stock is an advantage. China’s air quality issues mean the country is a leader when it comes to EV adoption, so the home market is strong. The nation’s middle class is growing, so the addressable market has been steadily increasing.</p><p>Nio has seen its production growth start to falter and <strong>deliveries have been relatively flat</strong> for about a year. This disappointed  investors who had seen Nio’s wide array of SUVs and sedans supporting strong production growth post-Covid.</p><p>While Chinese Covid-19 policy has eased, it’s still a risky place to operate. The zero-Covid strategy meaningfully damaged economic growth. No one knows whether similar restrictions could crop up again. Plus, the ongoing tension between the U.S. and China has many worried that Nio could <strong>eventually be delisted.</strong> This would only add another significant layer of risk.</p><h2 id=\"id_3221693324\">Rivian (NASDAQ:RIVN)</h2><p class=\"t-img-caption\"><img src=\"https://static.tigerbbs.com/83927f5ed085b0a9c4b09090a988f5f2\" tg-width=\"300\" tg-height=\"169\"/></p><p>Source: Frank Briend / Shutterstock.com</p><p>For those looking to sell EV stocks in July, <strong>Rivian (<u>NASDAQ:RIVN</u>)</strong> should be somewhere near the top of the list.</p><p>Rivian is a classic example of an unsustainable business model that’s been buoyed by the era of cheap capital. In some cases, this easy access to cash can get a new business off the ground and put it in a position to stand on its own two feet. But as the economic cycle turns toward a more difficult era, Rivian isn’t quite there. </p><p>Rivian’s been plagued by supply chain issues that meant its production volume has fallen far short of estimates. But there are deeper issues as well. The company’s ambition was to rush out a host of different EV models, including a platform of lower-cost vehicles. While access to a ton of cash would have propelled this plan, the manufacturing know-how can only be earned over time.</p><p>Ultimately, Rivian is contending with a complex supply chain full of pitfalls. So it’s hard to imagine that as we head into a more challenging economic cycle that Rivian will have the continuing cash to burn. </p></body></html>","source":"investorplace_stock_picks","collect":0,"html":"<!DOCTYPE html>\n<html>\n<head>\n<meta http-equiv=\"Content-Type\" content=\"text/html; charset=utf-8\" />\n<meta name=\"viewport\" content=\"width=device-width,initial-scale=1.0,minimum-scale=1.0,maximum-scale=1.0,user-scalable=no\"/>\n<meta name=\"format-detection\" content=\"telephone=no,email=no,address=no\" />\n<title>3 EV Stocks to Sell in July</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\">\n3 EV Stocks to Sell in July\n</h2>\n\n<h4 class=\"meta\">\n\n\n2023-07-16 14:06 GMT+8&nbsp;&nbsp;&nbsp;<a href=https://investorplace.com/2023/07/3-ev-stocks-to-sell-in-july/><strong>InvestorPlace</strong></a>\n\n\n</h4>\n\n</header>\n<article>\n<div>\n<p>The EV market is heavily saturated, and with only a handful of quality picks, July could be the time to sell EV stocks.Lucid (LCID): The company is already down more than 50% this year and could fall ...</p>\n\n<a href=\"https://investorplace.com/2023/07/3-ev-stocks-to-sell-in-july/\">Web Link</a>\n\n</div>\n\n\n</article>\n</div>\n</body>\n</html>\n","type":0,"thumbnail":"","relate_stocks":{"LCID":"Lucid Group Inc","BK4099":"汽车制造商","BK4548":"巴美列捷福持仓","BK6125":"汽车制造商",".IXIC":"NASDAQ Composite","BK4532":"文艺复兴科技持仓","BK4531":"中概回港概念","LU0052750758.USD":"富兰克林中国基金A Acc","LU0320764599.SGD":"FTIF - Templeton China A Acc SGD","BK4585":"ETF&股票定投概念","QQQ":"纳指100ETF","BK4534":"瑞士信贷持仓","BK4555":"新能源车","QID":"纳指两倍做空ETF","TQQQ":"纳指三倍做多ETF","BK4509":"腾讯概念","EVS.SI":"MSCI China Electric Vehicles and Future Mobility ETF-NikkoAM","BK4526":"热门中概股","BK4588":"碎股","NIO":"蔚来","LU0708995583.HKD":"TEMPLETON CHINA \"A\" (HKD) ACC","PSQ":"纳指反向ETF","BK4551":"寇图资本持仓","09866":"蔚来-SW","BK4581":"高盛持仓","BK4574":"无人驾驶","SQQQ":"纳指三倍做空ETF","BK4505":"高瓴资本持仓","RIVN":"Rivian Automotive, Inc.","NIO.SI":"蔚来","QLD":"纳指两倍做多ETF","BK4504":"桥水持仓"},"source_url":"https://investorplace.com/2023/07/3-ev-stocks-to-sell-in-july/","is_english":true,"share_image_url":"https://static.laohu8.com/e9f99090a1c2ed51c021029395664489","article_id":"2351261972","content_text":"The EV market is heavily saturated, and with only a handful of quality picks, July could be the time to sell EV stocks.Lucid (LCID): The company is already down more than 50% this year and could fall further if demand doesn’t pick up.Nio (NIO): This EV maker was a promising Chinese EV play, but supply chain issues and stagnant demand has made it a risky choice.Rivian (RIVN): This firm has become a cash-burning machine that is worth abandoning as soon as possible. Source: Marco Allasio / Shutterstock.comNo one doubts that electric vehicles are the next big shift. But not all companies who make them are created equally. In fact, it’s best to avoid plenty of EV stocks.We’ve known for quite some time that EVs would be an integral part in the push toward net zero. And that’s meant plenty of EV makers have sprung up around the world.Trouble is, there won’t be room for everyone at the table. We can also anticipate some duds falling off a cliff. But a clear path to profitability is key. If cash is tight, demand needs to be strong as an indication the company can make it. However, the current economic conditions suggest carmakers of any kind could be in trouble, prompting some to sell EV stocks in July. While many people are keen to trim their carbon footprint, splashing out on an expensive new car isn’t going to be a top priority.Shaky market plus tons of competition doesn’t bode well for EV makers that haven’t quite figured out how profit at scale. With that in mind, now’s a good time to dump risky EV stocks that may not make it through this period of instability. Lucid (NASDAQ:LCID)Source: T. Schneider / ShutterstockFor investors who want to sell EV stocks in July, Lucid (NASDAQ:LCID) probably ranks toward the top of the list.Lucid is a Saudi Arabian-backed startup that had promising growth prospects once upon a time. But the current market conditions have all but crushed the group’s potential. The most recent results showed a decline in production thanks to ongoing supply chain issues. At the same time, deliveries remained flat as a result of lackluster demand.Lucid positioned itself as a luxury-car maker with its sedans starting just shy of $88,000. That puts the group squarely in Tesla’s market, and it’s struggling to compete. Many believe the company will need to trim its prices in order to prop up demand. But doing so would erode both margins and brand power.In a bid to create new revenue streams, the group’s inked a deal with Aston Martin to license its EV technology. This is a strong move, but not necessarily a lifeline. Aston Martin is light-years behind in building electric offerings. Nio (NYSE:NIO)Source: J1TTO / Shutterstock.comEV maker Nio (NYSE:NIO) is facing a difficult position because of China’s zero-Covid-19 policy over the past few years. It clearly put of a damper on its growth.China is home to some of the riskier EV stocks, though there are many reasons that being a Chinese EV stock is an advantage. China’s air quality issues mean the country is a leader when it comes to EV adoption, so the home market is strong. The nation’s middle class is growing, so the addressable market has been steadily increasing.Nio has seen its production growth start to falter and deliveries have been relatively flat for about a year. This disappointed  investors who had seen Nio’s wide array of SUVs and sedans supporting strong production growth post-Covid.While Chinese Covid-19 policy has eased, it’s still a risky place to operate. The zero-Covid strategy meaningfully damaged economic growth. No one knows whether similar restrictions could crop up again. Plus, the ongoing tension between the U.S. and China has many worried that Nio could eventually be delisted. This would only add another significant layer of risk.Rivian (NASDAQ:RIVN)Source: Frank Briend / Shutterstock.comFor those looking to sell EV stocks in July, Rivian (NASDAQ:RIVN) should be somewhere near the top of the list.Rivian is a classic example of an unsustainable business model that’s been buoyed by the era of cheap capital. In some cases, this easy access to cash can get a new business off the ground and put it in a position to stand on its own two feet. But as the economic cycle turns toward a more difficult era, Rivian isn’t quite there. Rivian’s been plagued by supply chain issues that meant its production volume has fallen far short of estimates. But there are deeper issues as well. The company’s ambition was to rush out a host of different EV models, including a platform of lower-cost vehicles. While access to a ton of cash would have propelled this plan, the manufacturing know-how can only be earned over time.Ultimately, Rivian is contending with a complex supply chain full of pitfalls. So it’s hard to imagine that as we head into a more challenging economic cycle that Rivian will have the continuing cash to burn.","news_type":1},"isVote":1,"tweetType":1,"viewCount":164,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"EN","totalScore":0},{"id":9964184516,"gmtCreate":1670111112236,"gmtModify":1676538302528,"author":{"id":"3584079457608282","authorId":"3584079457608282","name":"FGP","avatar":"https://community-static.tradeup.com/news/4f96275867e9fcc09f90747c0edcd143","crmLevel":9,"crmLevelSwitch":1,"followedFlag":false,"idStr":"3584079457608282","authorIdStr":"3584079457608282"},"themes":[],"htmlText":"This is a good example of&nbsp;writer's&nbsp;graphical/numerical facts investors should digest. The comparisons and reasons stated make sense and will positively&nbsp;advise&nbsp;you which stock heading for the best longterm haul. 👍","listText":"This is a good example of&nbsp;writer's&nbsp;graphical/numerical facts investors should digest. The comparisons and reasons stated make sense and will positively&nbsp;advise&nbsp;you which stock heading for the best longterm haul. 👍","text":"This is a good example of writer's graphical/numerical facts investors should digest. The comparisons and reasons stated make sense and will positively advise you which stock heading for the best longterm haul. 👍","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":12,"commentSize":2,"repostSize":0,"link":"https://ttm.financial/post/9964184516","repostId":"2288925832","repostType":2,"repost":{"id":"2288925832","kind":"highlight","pubTimestamp":1670121245,"share":"https://ttm.financial/m/news/2288925832?lang=&edition=fundamental","pubTime":"2022-12-04 10:34","market":"us","language":"en","title":"NIO And XPeng: Don't Choose The One Getting Squeezed Out","url":"https://stock-news.laohu8.com/highlight/detail?id=2288925832","media":"seekingalpha","summary":"ThesisLeading Chinese pure-play EV makers NIO Inc. (NYSE:NIO) and XPeng Inc. (NYSE:XPEV) enjoyed a solid recovery in November. XPEV posted a 1M total return of 55.5% as the market forced bearish inves","content":"<html><head></head><body><p><img src=\"https://static.tigerbbs.com/0148afb1415d9966a462d316514fd0e2\" tg-width=\"750\" tg-height=\"500\" referrerpolicy=\"no-referrer\" width=\"100%\" height=\"auto\"/></p><h2>Thesis</h2><p>Leading Chinese pure-play EV makers NIO Inc. (NYSE:NIO) and XPeng Inc. (NYSE:XPEV) enjoyed a solid recovery in November. XPEV posted a 1M total return of 55.5% as the market forced bearish investors/weak holders to flee at its October lows. In contrast, NIO posted a 1M total return of 24.5%, as buying sentiments returned strongly to China&#39;s embattled pure-play BEV makers.</p><p>Notwithstanding, Chinese EV bears will point out that both stocks remain well below their starting point in 2022. Accordingly, XPEV&#39;s YTD total return of -80% suggests buyers have been decimated, while NIO posted a better YTD performance of -62%.</p><p>Hence, we believe it&#39;s opportune to update investors on whether the buying opportunity on the recent rally still has legs, as China seems to be progressively easing its COVID restrictions.</p><p>Our assessment indicates that one company has executed much better as China&#39;s economy worsened in 2022. China&#39;s stringent COVID restrictions and harsh property cooling measures have weakened its GDP growth significantly. Accordingly, China&#39;s manufacturing PMI also came below consensus estimates, behooving China to accelerate its reopening moves.</p><p>Coupled with heightened competition, higher input costs, supply chain disruptions, and a weaker economy, NIO has proved its mettle against XPeng. However, both companies remain unprofitable. With a narrowed route toward external financing, given the current market conditions, we believe investors will likely focus on the company that has executed better, with clearer visibility toward reaching profitability.</p><p>We believe the competitive landscape would likely intensify further. Legacy OEMs such as General Motors (GM), Ford (F), and Volkswagen (OTCPK:VWAGY) have telegraphed ambitious plans to assume EV leadership by 2025/26. In addition, China&#39;s NEV leader BYD Company (OTCPK:BYDDY) has continued to penetrate the EV market further, consolidating its position as the global NEV leader (including hybrids) in Q3&#39;22, ahead of Tesla (TSLA).</p><p>Therefore, we urge investors to consider the business models and execution prowess of NIO and XPeng carefully as they take on profitable leading auto behemoths as they chart their path to profitability.</p><p>We discuss why we continue to put our bet in NIO as a potential multi-bagger speculative opportunity ahead of XPEV.</p><p>Maintain Speculative Buy on NIO and Hold on XPEV.</p><h2>Competition In China Has Intensified</h2><p>China&#39;s economic malaise has battered its consumer discretionary spending, including automobiles. Yet, China&#39;s leading NEV makers have made robust progress in 2022.</p><p>For instance, BYD delivered more than 230K of NEV in November, notching another monthly record, up nearly 153% YoY. Notably, BYD has continued to post consistent MoM gains since April 2022, corroborating the resilience of its highly vertically-integrated operating model.</p><p>Moreover, Volkswagen has continued to invest heavily in its prized Chinese market. General Motors have also stepped up on its endeavor, looking to introduce 15 EV models for the Chinese market by 2025.</p><p>Hence, we postulate that the competitive landscape in China could indicate that some unprofitable/less profitable upstarts could be squeezed out of the leading pack subsequently. With NIO and XPeng continuing to struggle for profitability, it&#39;s vital to assess which company could emerge as the stronger competitor to take on these behemoths.</p><p>Furthermore, China&#39;s NEV subsidies are due to be eliminated by 2023, even though Chinese media reported that there could be some revisions. Notwithstanding, it could neutralize/lessen a constructive tailwind that has driven sales over the past few years.</p><p>Therefore the market outlook remains uncertain while competition has intensified. As such, nothing short of excellent execution is required to navigate these challenges. And it&#39;s one that XPeng has fallen short in 2022.</p><h2>XPeng Restructures</h2><p></p><p class=\"t-img-caption\"><img src=\"https://static.tigerbbs.com/61e462b6ef38ba6c0893c716ae23dcdc\" tg-width=\"640\" tg-height=\"396\" width=\"100%\" height=\"auto\"/><span>XPeng Vehicle margins % (Company filings)</span></p><p>Given XPeng&#39;s low vehicle margins operating model, it&#39;s imperative for the company to continue posting robust production and deliveries growth to benefit significantly from fixed costs leverage.</p><p>However, XPeng&#39;s massive Q3 deliveries disappointment highlighted the execution weakness in a challenging macro and supply chain environment, in which leaders BYD and NIO performed admirably.</p><p>With a vehicle margin of just 11.6% in Q3 (up from Q2&#39;s 9.1%), XPeng&#39;s profitability has improved QoQ.</p><p class=\"t-img-caption\"><img src=\"https://static.tigerbbs.com/5e172d47aa15683ff6c89cf5c9e8dbd2\" tg-width=\"640\" tg-height=\"396\" width=\"100%\" height=\"auto\"/><span>XPeng Deliveries (Company filings)</span></p><p>However, the company posted deliveries growth of just 15% in FQ3; a massive downshift from FQ2&#39;s 98%. As such, we believe it triggered a rethinking of its strategies, leading the company to announce an organizational restructuring, as CEO He Xiaoping emphasized:</p><blockquote>Frankly, we&#39;re going through a very challenging period in pursuing our long-term goals. In response, we recently conducted an in-depth strategic review and implemented organizational restructure. As market competition intensifies, we&#39;ll sharpen our marketing to highlight the great value in our industry-leading smart and electrification technologies and further enhance our branding, sales, and service capabilities. (XPeng FQ3&#39;22 earnings call)</blockquote><p>Hence, we believe there&#39;s little doubt that the increasingly competitive landscape hammered XPeng&#39;s execution. Therefore, moving forward, we think it&#39;s better to watch the action from the sidelines unless you have a very high conviction in XPeng&#39;s management.</p><p>XPeng announced October and November deliveries of 5.1K and 5.81K, respectively. As such, the company needs to deliver about 9.59K of NEV (midpoint) in Q4, predicated on the ramp of its G9. XPeng emphasized: &#34;The Company expects that deliveries will significantly increase in December 2022 as G9&#39;s production ramp-up accelerates under normalized operating conditions.&#34;</p><p>We believe that XPEV&#39;s battering toward its October lows has likely reflected significant pessimism. But, we don&#39;t think the recent rally is sustainable, as its price action suggests a massive covering rally.</p><p>As such, we urge investors thinking of cutting exposure to leverage on the recent recovery to take some risks off the table and rotate.</p><h2>Rotate To NIO<p class=\"t-img-caption\"><img src=\"https://static.tigerbbs.com/b388563a2b413a07256e586ffbaa59a0\" tg-width=\"640\" tg-height=\"395\" width=\"100%\" height=\"auto\"/><span>NIO Deliveries (Company filings)</span></p></h2><p>NIO posted 14.18K in NEV deliveries for November, up nearly 41% MoM. As such, NIO demonstrated that its premium EV strategy is working well, despite China&#39;s economic malaise.</p><p>While China&#39;s COVID restrictions have impacted its production cadence, we believe it could be less material moving forward as China progressively eases.</p><p>Hence, NIO should be able to focus primarily on its execution as it looks to deliver its Q4 guidance of 45.5K NEVs (midpoint). The company appears confident in its recent deliveries outlook as NIO emphasized: &#34;NIO will further accelerate the production and delivery in December 2022.&#34;</p><p>NIO CEO William Li also telegraphed recently why it&#39;s critical for NIO to remain deeply entrenched as one of China&#39;s leading NEV leaders, given intensifying competition. Li accentuated:</p><blockquote>If a company is squeezed into the second tier in the final round [of competition in 2024/25], it is basically impossible for it to catch up to the first tier if it wants to. You can only be a second-tier languishing, barely alive person. - CnEVPost</blockquote><p>Therefore, we believe it&#39;s no surprise that the timeline aligns well with the milestones indicated by the legacy OEMs makers as they transform into EV companies.</p><p>Don&#39;t assume these OEM makers are &#34;dead&#34; yet, as they invest profits from their ICE segments to take on unprofitable EV makers. The battle is far from over, and we believe only the fittest EV makers could survive the increasingly competitive landscape.</p><h2>Is NIO Or XPEV Stock A Buy, Sell, Or Hold?</h2><p><i>Maintain Speculative Buy on NIO and Hold on XPEV.</i></p><p class=\"t-img-caption\"><img src=\"https://static.tigerbbs.com/fbee3aba450db5a7c84dee25b0094d59\" tg-width=\"640\" tg-height=\"340\" width=\"100%\" height=\"auto\"/><span>XPEV price chart (weekly) (TradingView)</span></p><p>The market had gotten XPEV spot on, knowing that it could face significant competitive pressures that could impact its operating model considerably.</p><p>As such, the market&#39;s battering from its June highs has likely reflected its positioning. Hence, the recent sharp rally from its October lows resembled a covering move from bearish investors taking profit and cutting exposure.</p><p>As such, we urge investors not to join this rally but consider taking the opportunity to take some risks off the table.</p><p class=\"t-img-caption\"><img src=\"https://static.tigerbbs.com/315a624b01e18068ea47037b78f4f8b6\" tg-width=\"640\" tg-height=\"340\" width=\"100%\" height=\"auto\"/><span>NIO price chart (weekly) (TradingView)</span></p><p>NIO&#39;s price action looks much more robust than XPEV, with no clear signs of a massive covering rally. Therefore, buyers are likely accumulating, trapping bearish investors at its long-term support and holding that defense line constructively.</p><p>Hence, we believe the opportunity for a mean-reversion rally for NIO is still attractive at these levels. XPEV investors who decide to cut exposure can consider rotating some exposure to NIO to take them toward the next stage of the competition in China&#39;s increasingly competitive EV market.</p></body></html>","source":"seekingalpha","collect":0,"html":"<!DOCTYPE html>\n<html>\n<head>\n<meta http-equiv=\"Content-Type\" content=\"text/html; charset=utf-8\" />\n<meta name=\"viewport\" content=\"width=device-width,initial-scale=1.0,minimum-scale=1.0,maximum-scale=1.0,user-scalable=no\"/>\n<meta name=\"format-detection\" content=\"telephone=no,email=no,address=no\" />\n<title>NIO And XPeng: Don't Choose The One Getting Squeezed Out</title>\n<style type=\"text/css\">\na,abbr,acronym,address,applet,article,aside,audio,b,big,blockquote,body,canvas,caption,center,cite,code,dd,del,details,dfn,div,dl,dt,\nem,embed,fieldset,figcaption,figure,footer,form,h1,h2,h3,h4,h5,h6,header,hgroup,html,i,iframe,img,ins,kbd,label,legend,li,mark,menu,nav,\nobject,ol,output,p,pre,q,ruby,s,samp,section,small,span,strike,strong,sub,summary,sup,table,tbody,td,tfoot,th,thead,time,tr,tt,u,ul,var,video{ font:inherit;margin:0;padding:0;vertical-align:baseline;border:0 }\nbody{ font-size:16px; line-height:1.5; color:#999; background:transparent; }\n.wrapper{ overflow:hidden;word-break:break-all;padding:10px; }\nh1,h2{ font-weight:normal; line-height:1.35; margin-bottom:.6em; }\nh3,h4,h5,h6{ line-height:1.35; margin-bottom:1em; }\nh1{ font-size:24px; }\nh2{ font-size:20px; }\nh3{ font-size:18px; }\nh4{ font-size:16px; }\nh5{ font-size:14px; }\nh6{ font-size:12px; }\np,ul,ol,blockquote,dl,table{ margin:1.2em 0; }\nul,ol{ margin-left:2em; }\nul{ list-style:disc; }\nol{ list-style:decimal; }\nli,li p{ margin:10px 0;}\nimg{ max-width:100%;display:block;margin:0 auto 1em; }\nblockquote{ color:#B5B2B1; border-left:3px solid #aaa; padding:1em; }\nstrong,b{font-weight:bold;}\nem,i{font-style:italic;}\ntable{ width:100%;border-collapse:collapse;border-spacing:1px;margin:1em 0;font-size:.9em; }\nth,td{ padding:5px;text-align:left;border:1px solid #aaa; }\nth{ font-weight:bold;background:#5d5d5d; }\n.symbol-link{font-weight:bold;}\n/* header{ border-bottom:1px solid #494756; } */\n.title{ margin:0 0 8px;line-height:1.3;color:#ddd; }\n.meta {color:#5e5c6d;font-size:13px;margin:0 0 .5em; }\na{text-decoration:none; color:#2a4b87;}\n.meta .head { display: inline-block; overflow: hidden}\n.head .h-thumb { width: 30px; height: 30px; margin: 0; padding: 0; border-radius: 50%; float: left;}\n.head .h-content { margin: 0; padding: 0 0 0 9px; float: left;}\n.head .h-name {font-size: 13px; color: #eee; margin: 0;}\n.head .h-time {font-size: 11px; color: #7E829C; margin: 0;line-height: 11px;}\n.small {font-size: 12.5px; display: inline-block; transform: scale(0.9); -webkit-transform: scale(0.9); transform-origin: left; -webkit-transform-origin: left;}\n.smaller {font-size: 12.5px; display: inline-block; transform: scale(0.8); -webkit-transform: scale(0.8); transform-origin: left; -webkit-transform-origin: left;}\n.bt-text {font-size: 12px;margin: 1.5em 0 0 0}\n.bt-text p {margin: 0}\n</style>\n</head>\n<body>\n<div class=\"wrapper\">\n<header>\n<h2 class=\"title\">\nNIO And XPeng: Don't Choose The One Getting Squeezed Out\n</h2>\n\n<h4 class=\"meta\">\n\n\n2022-12-04 10:34 GMT+8&nbsp;&nbsp;&nbsp;<a href=https://seekingalpha.com/article/4562162-nio-vs-xpeng-dont-choose-one-getting-squeezed-out><strong>seekingalpha</strong></a>\n\n\n</h4>\n\n</header>\n<article>\n<div>\n<p>ThesisLeading Chinese pure-play EV makers NIO Inc. (NYSE:NIO) and XPeng Inc. (NYSE:XPEV) enjoyed a solid recovery in November. XPEV posted a 1M total return of 55.5% as the market forced bearish ...</p>\n\n<a href=\"https://seekingalpha.com/article/4562162-nio-vs-xpeng-dont-choose-one-getting-squeezed-out\">Web Link</a>\n\n</div>\n\n\n</article>\n</div>\n</body>\n</html>\n","type":0,"thumbnail":"","relate_stocks":{"BK4509":"腾讯概念","BK4526":"热门中概股","NIO":"蔚来","LU0708995583.HKD":"TEMPLETON CHINA \"A\" (HKD) ACC","BK4574":"无人驾驶","BK4505":"高瓴资本持仓","BK4581":"高盛持仓","BK4504":"桥水持仓","BK4099":"汽车制造商","BK4548":"巴美列捷福持仓","EVS.SI":"MSCI China Electric Vehicles and Future Mobility ETF-NikkoAM","BK4532":"文艺复兴科技持仓","NIO.SI":"蔚来","BK4531":"中概回港概念","09866":"蔚来-SW","LU0052750758.USD":"富兰克林中国基金A Acc","BK4534":"瑞士信贷持仓","LU0320764599.SGD":"FTIF - Templeton China A Acc SGD","BK4555":"新能源车"},"source_url":"https://seekingalpha.com/article/4562162-nio-vs-xpeng-dont-choose-one-getting-squeezed-out","is_english":true,"share_image_url":"https://static.laohu8.com/5a36db9d73b4222bc376d24ccc48c8a4","article_id":"2288925832","content_text":"ThesisLeading Chinese pure-play EV makers NIO Inc. (NYSE:NIO) and XPeng Inc. (NYSE:XPEV) enjoyed a solid recovery in November. XPEV posted a 1M total return of 55.5% as the market forced bearish investors/weak holders to flee at its October lows. In contrast, NIO posted a 1M total return of 24.5%, as buying sentiments returned strongly to China's embattled pure-play BEV makers.Notwithstanding, Chinese EV bears will point out that both stocks remain well below their starting point in 2022. Accordingly, XPEV's YTD total return of -80% suggests buyers have been decimated, while NIO posted a better YTD performance of -62%.Hence, we believe it's opportune to update investors on whether the buying opportunity on the recent rally still has legs, as China seems to be progressively easing its COVID restrictions.Our assessment indicates that one company has executed much better as China's economy worsened in 2022. China's stringent COVID restrictions and harsh property cooling measures have weakened its GDP growth significantly. Accordingly, China's manufacturing PMI also came below consensus estimates, behooving China to accelerate its reopening moves.Coupled with heightened competition, higher input costs, supply chain disruptions, and a weaker economy, NIO has proved its mettle against XPeng. However, both companies remain unprofitable. With a narrowed route toward external financing, given the current market conditions, we believe investors will likely focus on the company that has executed better, with clearer visibility toward reaching profitability.We believe the competitive landscape would likely intensify further. Legacy OEMs such as General Motors (GM), Ford (F), and Volkswagen (OTCPK:VWAGY) have telegraphed ambitious plans to assume EV leadership by 2025/26. In addition, China's NEV leader BYD Company (OTCPK:BYDDY) has continued to penetrate the EV market further, consolidating its position as the global NEV leader (including hybrids) in Q3'22, ahead of Tesla (TSLA).Therefore, we urge investors to consider the business models and execution prowess of NIO and XPeng carefully as they take on profitable leading auto behemoths as they chart their path to profitability.We discuss why we continue to put our bet in NIO as a potential multi-bagger speculative opportunity ahead of XPEV.Maintain Speculative Buy on NIO and Hold on XPEV.Competition In China Has IntensifiedChina's economic malaise has battered its consumer discretionary spending, including automobiles. Yet, China's leading NEV makers have made robust progress in 2022.For instance, BYD delivered more than 230K of NEV in November, notching another monthly record, up nearly 153% YoY. Notably, BYD has continued to post consistent MoM gains since April 2022, corroborating the resilience of its highly vertically-integrated operating model.Moreover, Volkswagen has continued to invest heavily in its prized Chinese market. General Motors have also stepped up on its endeavor, looking to introduce 15 EV models for the Chinese market by 2025.Hence, we postulate that the competitive landscape in China could indicate that some unprofitable/less profitable upstarts could be squeezed out of the leading pack subsequently. With NIO and XPeng continuing to struggle for profitability, it's vital to assess which company could emerge as the stronger competitor to take on these behemoths.Furthermore, China's NEV subsidies are due to be eliminated by 2023, even though Chinese media reported that there could be some revisions. Notwithstanding, it could neutralize/lessen a constructive tailwind that has driven sales over the past few years.Therefore the market outlook remains uncertain while competition has intensified. As such, nothing short of excellent execution is required to navigate these challenges. And it's one that XPeng has fallen short in 2022.XPeng RestructuresXPeng Vehicle margins % (Company filings)Given XPeng's low vehicle margins operating model, it's imperative for the company to continue posting robust production and deliveries growth to benefit significantly from fixed costs leverage.However, XPeng's massive Q3 deliveries disappointment highlighted the execution weakness in a challenging macro and supply chain environment, in which leaders BYD and NIO performed admirably.With a vehicle margin of just 11.6% in Q3 (up from Q2's 9.1%), XPeng's profitability has improved QoQ.XPeng Deliveries (Company filings)However, the company posted deliveries growth of just 15% in FQ3; a massive downshift from FQ2's 98%. As such, we believe it triggered a rethinking of its strategies, leading the company to announce an organizational restructuring, as CEO He Xiaoping emphasized:Frankly, we're going through a very challenging period in pursuing our long-term goals. In response, we recently conducted an in-depth strategic review and implemented organizational restructure. As market competition intensifies, we'll sharpen our marketing to highlight the great value in our industry-leading smart and electrification technologies and further enhance our branding, sales, and service capabilities. (XPeng FQ3'22 earnings call)Hence, we believe there's little doubt that the increasingly competitive landscape hammered XPeng's execution. Therefore, moving forward, we think it's better to watch the action from the sidelines unless you have a very high conviction in XPeng's management.XPeng announced October and November deliveries of 5.1K and 5.81K, respectively. As such, the company needs to deliver about 9.59K of NEV (midpoint) in Q4, predicated on the ramp of its G9. XPeng emphasized: \"The Company expects that deliveries will significantly increase in December 2022 as G9's production ramp-up accelerates under normalized operating conditions.\"We believe that XPEV's battering toward its October lows has likely reflected significant pessimism. But, we don't think the recent rally is sustainable, as its price action suggests a massive covering rally.As such, we urge investors thinking of cutting exposure to leverage on the recent recovery to take some risks off the table and rotate.Rotate To NIONIO Deliveries (Company filings)NIO posted 14.18K in NEV deliveries for November, up nearly 41% MoM. As such, NIO demonstrated that its premium EV strategy is working well, despite China's economic malaise.While China's COVID restrictions have impacted its production cadence, we believe it could be less material moving forward as China progressively eases.Hence, NIO should be able to focus primarily on its execution as it looks to deliver its Q4 guidance of 45.5K NEVs (midpoint). The company appears confident in its recent deliveries outlook as NIO emphasized: \"NIO will further accelerate the production and delivery in December 2022.\"NIO CEO William Li also telegraphed recently why it's critical for NIO to remain deeply entrenched as one of China's leading NEV leaders, given intensifying competition. Li accentuated:If a company is squeezed into the second tier in the final round [of competition in 2024/25], it is basically impossible for it to catch up to the first tier if it wants to. You can only be a second-tier languishing, barely alive person. - CnEVPostTherefore, we believe it's no surprise that the timeline aligns well with the milestones indicated by the legacy OEMs makers as they transform into EV companies.Don't assume these OEM makers are \"dead\" yet, as they invest profits from their ICE segments to take on unprofitable EV makers. The battle is far from over, and we believe only the fittest EV makers could survive the increasingly competitive landscape.Is NIO Or XPEV Stock A Buy, Sell, Or Hold?Maintain Speculative Buy on NIO and Hold on XPEV.XPEV price chart (weekly) (TradingView)The market had gotten XPEV spot on, knowing that it could face significant competitive pressures that could impact its operating model considerably.As such, the market's battering from its June highs has likely reflected its positioning. Hence, the recent sharp rally from its October lows resembled a covering move from bearish investors taking profit and cutting exposure.As such, we urge investors not to join this rally but consider taking the opportunity to take some risks off the table.NIO price chart (weekly) (TradingView)NIO's price action looks much more robust than XPEV, with no clear signs of a massive covering rally. Therefore, buyers are likely accumulating, trapping bearish investors at its long-term support and holding that defense line constructively.Hence, we believe the opportunity for a mean-reversion rally for NIO is still attractive at these levels. XPEV investors who decide to cut exposure can consider rotating some exposure to NIO to take them toward the next stage of the competition in China's increasingly competitive EV market.","news_type":1},"isVote":1,"tweetType":1,"viewCount":86,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"EN","totalScore":0},{"id":9005304598,"gmtCreate":1642167261426,"gmtModify":1676533688132,"author":{"id":"3584079457608282","authorId":"3584079457608282","name":"FGP","avatar":"https://community-static.tradeup.com/news/4f96275867e9fcc09f90747c0edcd143","crmLevel":9,"crmLevelSwitch":1,"followedFlag":false,"idStr":"3584079457608282","authorIdStr":"3584079457608282"},"themes":[],"htmlText":"Pls 👍&nbsp;","listText":"Pls 👍&nbsp;","text":"Pls 👍","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":8,"commentSize":0,"repostSize":0,"link":"https://ttm.financial/post/9005304598","repostId":"1165442006","repostType":4,"repost":{"id":"1165442006","kind":"news","weMediaInfo":{"introduction":"Providing stock market headlines, business news, financials and earnings ","home_visible":1,"media_name":"Tiger Newspress","id":"1079075236","head_image":"https://static.tigerbbs.com/8274c5b9d4c2852bfb1c4d6ce16c68ba"},"pubTimestamp":1642165215,"share":"https://ttm.financial/m/news/1165442006?lang=&edition=fundamental","pubTime":"2022-01-14 21:00","market":"us","language":"en","title":"Toplines Before US Market Open on Friday","url":"https://stock-news.laohu8.com/highlight/detail?id=1165442006","media":"Tiger Newspress","summary":"U.S. stock index futures edged lower on Friday as big lenders including JPMorgan and Wells Fargo kic","content":"<html><head></head><body><p>U.S. stock index futures edged lower on Friday as big lenders including JPMorgan and Wells Fargo kicked off the fourth-quarter earnings season with a mixed batch of results, while big technology companies extended declines after a bruising selloff.</p><p>At 8:00 a.m. ET, Dow E-minis were down 195 points, or 0.54%, S&amp;P 500 E-minis were down 30.25 points, or 0.65% and Nasdaq 100 E-minis were down 161.5 points, or 1.04%.</p><p><img src=\"https://static.tigerbbs.com/eb595de4e575fc2a7aa0d91e8ce48c2d\" tg-width=\"1033\" tg-height=\"361\" width=\"100%\" height=\"auto\"/><a href=\"https://laohu8.com/S/JPM\">JPMorgan Chase &amp; Co</a> tumbled 3.0% in premarket trading on reporting weaker performance at its trading arm, even as it beat earnings expectations for the fourth quarter.</p><p><a href=\"https://laohu8.com/S/WFC\">Wells Fargo &amp; Co</a> , on the other hand, gained 1.8% after posting a greater-than-expected rise in fourth-quarter profit.</p><p>Asset manager <a href=\"https://laohu8.com/S/BLK\">BlackRock Inc</a> posted a fourth-quarter profit above estimates. However, its shares fell 0.1%.</p><p>Year-over-year earnings growth from S&amp;P 500 companies was expected to be lower in the fourth quarter compared with the first three quarters but still strong at 22.4%, according to IBES data from Refinitiv.</p><p><b>Stocks making the biggest moves in the premarket:</b></p><p><a href=\"https://laohu8.com/S/BLK\">BlackRock</a>– BlackRock earned an adjusted $10.42 per share for the fourth quarter, beating the consensus estimate of $10.16, although revenue for the asset manager was slightly below forecasts. Assets under management rose above the $10 trillion mark for the first time.</p><p><a href=\"https://laohu8.com/S/JPM\">JPMorgan Chase</a> – JPMorgan beat estimates by 32 cents with quarterly earnings of $3.33 per share, while revenue topped forecasts as well. The bank was helped by strong performance at its investment banking unit, but results at its trading operation slowed. JPMorgan shares fell 2.7% in the premarket.</p><p><a href=\"https://laohu8.com/S/WFC\">Wells Fargo</a>  – Wells Fargo gained 2.3% in the premarket after beating estimates on the top and bottom lines for the fourth quarter. Wells Fargo earned an adjusted $1.25 per share, 12 cents above estimates. Overall profit was boosted by the release of loan loss provisions and improving loan demand.</p><p><a href=\"https://laohu8.com/S/SHW\">Sherwin-Williams</a> – The paint company’s stock fell 3.3% in premarket action after it cut its full year forecast amid supply chain issues that it expects to persist through the current quarter. Sherwin-Williams did say demand remains strong in most of its end markets.</p><p>Macau casino stocks –<a href=\"https://laohu8.com/S/LVS\">Las Vegas Sands</a> ,,Melco Entertainment(MLCO) andMGM Resorts(MGM) rallied in premarket trading after Macau’s government said it would limit the number of casino licenses to six. These companies are among the six operating in Macau, with their current licenses due to expire this year. Las Vegas Sands rocketed 10.7%, Wynn surged 10%, Melco soared 12.9% and MGM added 4%.</p><p><a href=\"https://laohu8.com/S/DIS\">Walt Disney</a>  – Disney lost 1.6% in premarket trading after Guggenheim downgraded the stock to “neutral” from “buy,” reflecting lowered predictions for Disney’s direct-to-consumer and parks businesses.</p><p><a href=\"https://laohu8.com/S/SAM\">Boston Beer</a>  – Boston Beer tumbled 8% in the premarket after the brewer cut its annual earnings outlook. The company is being hit by supply chain issues as well as waning growth for its Truly hard seltzer brand.</p><p><a href=\"https://laohu8.com/S/VORB\">Virgin Orbit Holdings Inc.</a>  – Virgin Orbit successfully launched seven small satellites Thursday, the first launch since the company went public last month. Shares gained 1.1% in premarket trading.</p><p><a href=\"https://laohu8.com/S/BJ\">BJ&#39;s Wholesale Club Holdings Inc.</a>  – BJ’s shares lost 3% in premarket action after J.P. Morgan Securities downgraded the warehouse retailer’s stock to “underweight” from “neutral,” reflecting concerns about inflation and a pullback in stimulus measures for consumers.</p><p><a href=\"https://laohu8.com/S/BHC\">Bausch Health Companies Inc</a> – Bausch Health rallied 3.2% in the premarket following news that its Bausch + Lomb eyecare unit filed to go public and that the unit reported a jump in sales for the nine months ended in September. Bausch Health will remain a majority owner of Bausch + Lomb.</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>Toplines Before US Market Open on Friday</title>\n<style type=\"text/css\">\na,abbr,acronym,address,applet,article,aside,audio,b,big,blockquote,body,canvas,caption,center,cite,code,dd,del,details,dfn,div,dl,dt,\nem,embed,fieldset,figcaption,figure,footer,form,h1,h2,h3,h4,h5,h6,header,hgroup,html,i,iframe,img,ins,kbd,label,legend,li,mark,menu,nav,\nobject,ol,output,p,pre,q,ruby,s,samp,section,small,span,strike,strong,sub,summary,sup,table,tbody,td,tfoot,th,thead,time,tr,tt,u,ul,var,video{ font:inherit;margin:0;padding:0;vertical-align:baseline;border:0 }\nbody{ font-size:16px; line-height:1.5; color:#999; background:transparent; }\n.wrapper{ overflow:hidden;word-break:break-all;padding:10px; }\nh1,h2{ font-weight:normal; line-height:1.35; margin-bottom:.6em; }\nh3,h4,h5,h6{ line-height:1.35; margin-bottom:1em; }\nh1{ font-size:24px; }\nh2{ font-size:20px; }\nh3{ font-size:18px; }\nh4{ font-size:16px; }\nh5{ font-size:14px; }\nh6{ font-size:12px; }\np,ul,ol,blockquote,dl,table{ margin:1.2em 0; }\nul,ol{ margin-left:2em; }\nul{ list-style:disc; }\nol{ list-style:decimal; }\nli,li p{ margin:10px 0;}\nimg{ max-width:100%;display:block;margin:0 auto 1em; }\nblockquote{ color:#B5B2B1; border-left:3px solid #aaa; padding:1em; }\nstrong,b{font-weight:bold;}\nem,i{font-style:italic;}\ntable{ width:100%;border-collapse:collapse;border-spacing:1px;margin:1em 0;font-size:.9em; }\nth,td{ padding:5px;text-align:left;border:1px solid #aaa; }\nth{ font-weight:bold;background:#5d5d5d; }\n.symbol-link{font-weight:bold;}\n/* header{ border-bottom:1px solid #494756; } */\n.title{ margin:0 0 8px;line-height:1.3;color:#ddd; }\n.meta {color:#5e5c6d;font-size:13px;margin:0 0 .5em; }\na{text-decoration:none; color:#2a4b87;}\n.meta .head { display: inline-block; overflow: hidden}\n.head .h-thumb { width: 30px; height: 30px; margin: 0; padding: 0; border-radius: 50%; float: left;}\n.head .h-content { margin: 0; padding: 0 0 0 9px; float: left;}\n.head .h-name {font-size: 13px; color: #eee; margin: 0;}\n.head .h-time {font-size: 11px; color: #7E829C; margin: 0;line-height: 11px;}\n.small {font-size: 12.5px; display: inline-block; transform: scale(0.9); -webkit-transform: scale(0.9); transform-origin: left; -webkit-transform-origin: left;}\n.smaller {font-size: 12.5px; display: inline-block; transform: scale(0.8); -webkit-transform: scale(0.8); transform-origin: left; -webkit-transform-origin: left;}\n.bt-text {font-size: 12px;margin: 1.5em 0 0 0}\n.bt-text p {margin: 0}\n</style>\n</head>\n<body>\n<div class=\"wrapper\">\n<header>\n<h2 class=\"title\">\nToplines Before US Market Open on Friday\n</h2>\n\n<h4 class=\"meta\">\n\n\n<a class=\"head\" href=\"https://laohu8.com/wemedia/1079075236\">\n\n\n<div class=\"h-thumb\" style=\"background-image:url(https://static.tigerbbs.com/8274c5b9d4c2852bfb1c4d6ce16c68ba);background-size:cover;\"></div>\n\n<div class=\"h-content\">\n<p class=\"h-name\">Tiger Newspress </p>\n<p class=\"h-time\">2022-01-14 21:00</p>\n</div>\n\n</a>\n\n\n</h4>\n\n</header>\n<article>\n<html><head></head><body><p>U.S. stock index futures edged lower on Friday as big lenders including JPMorgan and Wells Fargo kicked off the fourth-quarter earnings season with a mixed batch of results, while big technology companies extended declines after a bruising selloff.</p><p>At 8:00 a.m. ET, Dow E-minis were down 195 points, or 0.54%, S&amp;P 500 E-minis were down 30.25 points, or 0.65% and Nasdaq 100 E-minis were down 161.5 points, or 1.04%.</p><p><img src=\"https://static.tigerbbs.com/eb595de4e575fc2a7aa0d91e8ce48c2d\" tg-width=\"1033\" tg-height=\"361\" width=\"100%\" height=\"auto\"/><a href=\"https://laohu8.com/S/JPM\">JPMorgan Chase &amp; Co</a> tumbled 3.0% in premarket trading on reporting weaker performance at its trading arm, even as it beat earnings expectations for the fourth quarter.</p><p><a href=\"https://laohu8.com/S/WFC\">Wells Fargo &amp; Co</a> , on the other hand, gained 1.8% after posting a greater-than-expected rise in fourth-quarter profit.</p><p>Asset manager <a href=\"https://laohu8.com/S/BLK\">BlackRock Inc</a> posted a fourth-quarter profit above estimates. However, its shares fell 0.1%.</p><p>Year-over-year earnings growth from S&amp;P 500 companies was expected to be lower in the fourth quarter compared with the first three quarters but still strong at 22.4%, according to IBES data from Refinitiv.</p><p><b>Stocks making the biggest moves in the premarket:</b></p><p><a href=\"https://laohu8.com/S/BLK\">BlackRock</a>– BlackRock earned an adjusted $10.42 per share for the fourth quarter, beating the consensus estimate of $10.16, although revenue for the asset manager was slightly below forecasts. Assets under management rose above the $10 trillion mark for the first time.</p><p><a href=\"https://laohu8.com/S/JPM\">JPMorgan Chase</a> – JPMorgan beat estimates by 32 cents with quarterly earnings of $3.33 per share, while revenue topped forecasts as well. The bank was helped by strong performance at its investment banking unit, but results at its trading operation slowed. JPMorgan shares fell 2.7% in the premarket.</p><p><a href=\"https://laohu8.com/S/WFC\">Wells Fargo</a>  – Wells Fargo gained 2.3% in the premarket after beating estimates on the top and bottom lines for the fourth quarter. Wells Fargo earned an adjusted $1.25 per share, 12 cents above estimates. Overall profit was boosted by the release of loan loss provisions and improving loan demand.</p><p><a href=\"https://laohu8.com/S/SHW\">Sherwin-Williams</a> – The paint company’s stock fell 3.3% in premarket action after it cut its full year forecast amid supply chain issues that it expects to persist through the current quarter. Sherwin-Williams did say demand remains strong in most of its end markets.</p><p>Macau casino stocks –<a href=\"https://laohu8.com/S/LVS\">Las Vegas Sands</a> ,,Melco Entertainment(MLCO) andMGM Resorts(MGM) rallied in premarket trading after Macau’s government said it would limit the number of casino licenses to six. These companies are among the six operating in Macau, with their current licenses due to expire this year. Las Vegas Sands rocketed 10.7%, Wynn surged 10%, Melco soared 12.9% and MGM added 4%.</p><p><a href=\"https://laohu8.com/S/DIS\">Walt Disney</a>  – Disney lost 1.6% in premarket trading after Guggenheim downgraded the stock to “neutral” from “buy,” reflecting lowered predictions for Disney’s direct-to-consumer and parks businesses.</p><p><a href=\"https://laohu8.com/S/SAM\">Boston Beer</a>  – Boston Beer tumbled 8% in the premarket after the brewer cut its annual earnings outlook. The company is being hit by supply chain issues as well as waning growth for its Truly hard seltzer brand.</p><p><a href=\"https://laohu8.com/S/VORB\">Virgin Orbit Holdings Inc.</a>  – Virgin Orbit successfully launched seven small satellites Thursday, the first launch since the company went public last month. Shares gained 1.1% in premarket trading.</p><p><a href=\"https://laohu8.com/S/BJ\">BJ&#39;s Wholesale Club Holdings Inc.</a>  – BJ’s shares lost 3% in premarket action after J.P. Morgan Securities downgraded the warehouse retailer’s stock to “underweight” from “neutral,” reflecting concerns about inflation and a pullback in stimulus measures for consumers.</p><p><a href=\"https://laohu8.com/S/BHC\">Bausch Health Companies Inc</a> – Bausch Health rallied 3.2% in the premarket following news that its Bausch + Lomb eyecare unit filed to go public and that the unit reported a jump in sales for the nine months ended in September. Bausch Health will remain a majority owner of Bausch + Lomb.</p></body></html>\n\n</article>\n</div>\n</body>\n</html>\n","type":0,"thumbnail":"","relate_stocks":{},"source_url":"","is_english":true,"share_image_url":"https://static.laohu8.com/e9f99090a1c2ed51c021029395664489","article_id":"1165442006","content_text":"U.S. stock index futures edged lower on Friday as big lenders including JPMorgan and Wells Fargo kicked off the fourth-quarter earnings season with a mixed batch of results, while big technology companies extended declines after a bruising selloff.At 8:00 a.m. ET, Dow E-minis were down 195 points, or 0.54%, S&P 500 E-minis were down 30.25 points, or 0.65% and Nasdaq 100 E-minis were down 161.5 points, or 1.04%.JPMorgan Chase & Co tumbled 3.0% in premarket trading on reporting weaker performance at its trading arm, even as it beat earnings expectations for the fourth quarter.Wells Fargo & Co , on the other hand, gained 1.8% after posting a greater-than-expected rise in fourth-quarter profit.Asset manager BlackRock Inc posted a fourth-quarter profit above estimates. However, its shares fell 0.1%.Year-over-year earnings growth from S&P 500 companies was expected to be lower in the fourth quarter compared with the first three quarters but still strong at 22.4%, according to IBES data from Refinitiv.Stocks making the biggest moves in the premarket:BlackRock– BlackRock earned an adjusted $10.42 per share for the fourth quarter, beating the consensus estimate of $10.16, although revenue for the asset manager was slightly below forecasts. Assets under management rose above the $10 trillion mark for the first time.JPMorgan Chase – JPMorgan beat estimates by 32 cents with quarterly earnings of $3.33 per share, while revenue topped forecasts as well. The bank was helped by strong performance at its investment banking unit, but results at its trading operation slowed. JPMorgan shares fell 2.7% in the premarket.Wells Fargo  – Wells Fargo gained 2.3% in the premarket after beating estimates on the top and bottom lines for the fourth quarter. Wells Fargo earned an adjusted $1.25 per share, 12 cents above estimates. Overall profit was boosted by the release of loan loss provisions and improving loan demand.Sherwin-Williams – The paint company’s stock fell 3.3% in premarket action after it cut its full year forecast amid supply chain issues that it expects to persist through the current quarter. Sherwin-Williams did say demand remains strong in most of its end markets.Macau casino stocks –Las Vegas Sands ,,Melco Entertainment(MLCO) andMGM Resorts(MGM) rallied in premarket trading after Macau’s government said it would limit the number of casino licenses to six. These companies are among the six operating in Macau, with their current licenses due to expire this year. Las Vegas Sands rocketed 10.7%, Wynn surged 10%, Melco soared 12.9% and MGM added 4%.Walt Disney  – Disney lost 1.6% in premarket trading after Guggenheim downgraded the stock to “neutral” from “buy,” reflecting lowered predictions for Disney’s direct-to-consumer and parks businesses.Boston Beer  – Boston Beer tumbled 8% in the premarket after the brewer cut its annual earnings outlook. The company is being hit by supply chain issues as well as waning growth for its Truly hard seltzer brand.Virgin Orbit Holdings Inc.  – Virgin Orbit successfully launched seven small satellites Thursday, the first launch since the company went public last month. Shares gained 1.1% in premarket trading.BJ's Wholesale Club Holdings Inc.  – BJ’s shares lost 3% in premarket action after J.P. Morgan Securities downgraded the warehouse retailer’s stock to “underweight” from “neutral,” reflecting concerns about inflation and a pullback in stimulus measures for consumers.Bausch Health Companies Inc – Bausch Health rallied 3.2% in the premarket following news that its Bausch + Lomb eyecare unit filed to go public and that the unit reported a jump in sales for the nine months ended in September. Bausch Health will remain a majority owner of Bausch + Lomb.","news_type":1},"isVote":1,"tweetType":1,"viewCount":274,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"EN","totalScore":0},{"id":202089183228080,"gmtCreate":1690371608958,"gmtModify":1690371613219,"author":{"id":"3584079457608282","authorId":"3584079457608282","name":"FGP","avatar":"https://community-static.tradeup.com/news/4f96275867e9fcc09f90747c0edcd143","crmLevel":9,"crmLevelSwitch":1,"followedFlag":false,"idStr":"3584079457608282","authorIdStr":"3584079457608282"},"themes":[],"htmlText":"Really unbelievable article by investorplace. Very powerful analyzing of companies. Simple, since written so poorly of NiO then dont buy...instead please load up Mullen Lucid Fisker Rivian lor 🤭🤭🤭😂","listText":"Really unbelievable article by investorplace. Very powerful analyzing of companies. Simple, since written so poorly of NiO then dont buy...instead please load up Mullen Lucid Fisker Rivian lor 🤭🤭🤭😂","text":"Really unbelievable article by investorplace. Very powerful analyzing of companies. Simple, since written so poorly of NiO then dont buy...instead please load up Mullen Lucid Fisker Rivian lor 🤭🤭🤭😂","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":10,"commentSize":2,"repostSize":0,"link":"https://ttm.financial/post/202089183228080","repostId":"2354471307","repostType":2,"repost":{"id":"2354471307","kind":"highlight","pubTimestamp":1690472281,"share":"https://ttm.financial/m/news/2354471307?lang=&edition=fundamental","pubTime":"2023-07-27 23:38","market":"hk","language":"en","title":"Don’t Read Too Much Into the Latest NIO Stock News","url":"https://stock-news.laohu8.com/highlight/detail?id=2354471307","media":"InvestorPlace","summary":"If you currently own NIO stock, take advantage of the battery swap rally, and sell into strength. Otherwise, avoid.","content":"<html><head></head><body><ul><li><p>The latest revving up in price for <strong>Nio</strong> (<strong>NIO</strong>) has to do with news both directly and indirectly related to the EV maker.</p></li><li><p>Recent developments admittedly could make this early-stage name in the space a more formidable competitor.</p></li><li><p>However, said benefits likely will not arrive in time, as NIO still seems doomed to disappoint later this year.</p></li></ul><p>Among electric vehicle stocks, <strong>Nio</strong> (NYSE:<strong>NIO</strong>) is one that makes big moves, on news both directly and indirectly tied to the China-based EV maker’s potential prospects. A prime example of this is with the reason behind the latest spike in price for NIO stock.</p><p>Already trending since the start of the month, NIO stock made a double-digit bolt higher on July 24. If you just saw the stock chart, and had seen no headlines, you would assume that the EV maker had released some promising fiscal results/delivery numbers.</p><p>However, that wasn’t what drove its most recent rally. Rather, it was on news that, while positive for the company’s efforts to become a leading brand in its home market, likely won’t have an impact in time to prevent big investor disappointment that is likely to arrive later this year. Let’s dive in, and see why.</p><h2 id=\"id_650720646\">NIO Stock and its Latest Rally</h2><p>So, what was it that sent Nio stock up by nearly 11% on July 24?</p><p>As <em>InvestorPlace’s</em> Eddie Pan reported, a key driver was news from China’s National Development and Reform Commission regarding its plans to provide support to private investments in various sectors of the Chinese economy.</p><p>According to Pan, this announcement bodes well for the EV maker’s efforts to build out its battery swap station network. One way this EV contender is trying to set itself apart from the competition is by offering customers the ability to swap out batteries in their Nio vehicles.</p><p>The ability to swap instead of having to recharge batteries has its advantages. It’s a workaround for the limited range issue, one of the main pain points with EVs.</p><p>Swappable batteries also enable Nio to offer its vehicles at a lower price. In short, it’s not illogical for investors to view both developments as positives.</p><p>The issue, however, is whether they are overreacting to these headlines. Taking a look at other factors, this is arguably the case.</p><h2 id=\"id_919165008\">Not Enough Time to Prevent Lackluster Results</h2><p>It’s safe to say I am a skeptic of NIO stock. I’m skeptical that Nio is another <strong>Tesla</strong> (NASDAQ:<strong>TSLA</strong>). I also believe that this fledgling EV firm has questionable chances of becoming a big player in its home market, much less globally. That said, Mr. Market is taking a much different stance.</p><p>Although the stock trades well below the lofty price levels hit during the 2021 “EV stock bubble,” investors have again been bidding it up. The prevailing view is that a much-anticipated re-acceleration of revenue growth will occur later this year.</p><p>However, my take could soon finally be vindicated.</p><p>The company may ramp up production/introducing new vehicle models, but competition is rising.</p><p>As I have argued before, in order to increase demand in tandem with its increased output, Nio may need to aggressively slash prices, leading to higher-than-expected losses.</p><p>The above developments could eventually strengthen the appeal of Nio’s swappable battery feature, helping to boost demand without hurting margins.</p><p>However, this will probably not happen in time to prevent lackluster results in the near-term. Disappointment with results during this quarter and the next could shift sentiment for NIO back to bearish.</p><h2 id=\"id_3326763435\">Bottom Line: Sell Into Strength/Avoid</h2><p>While maintaining a downbeat view on NIO, I’ll admit that my bear case is not ironclad. Even as I believe that factors that could work in the company’s favor, like its battery swap efforts, will only start to pay off down the road.</p><p>Recent reports point to Chinese EV sales growth staying strong, despite China’s sluggish post-Covid recovery, and this year’s reductions to purchase subsidies provided by the Chinese government.</p><p>Delivery data for the current month could also suggest that the growth re-acceleration is emerging.</p><p>Yet while Nio could prove skeptics such as myself wrong in the coming months, much of the upside from this happening may already be factored into its stock price. Downside risk may be high, if Nio skeptics are proven correct.</p><p>With this, if you currently own NIO stock, take advantage of the battery swap rally, and sell into strength. Otherwise, avoid.</p></body></html>","source":"investorplace_stock_picks","collect":0,"html":"<!DOCTYPE html>\n<html>\n<head>\n<meta http-equiv=\"Content-Type\" content=\"text/html; charset=utf-8\" />\n<meta name=\"viewport\" content=\"width=device-width,initial-scale=1.0,minimum-scale=1.0,maximum-scale=1.0,user-scalable=no\"/>\n<meta name=\"format-detection\" content=\"telephone=no,email=no,address=no\" />\n<title>Don’t Read Too Much Into the Latest NIO Stock News</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\">\nDon’t Read Too Much Into the Latest NIO Stock News\n</h2>\n\n<h4 class=\"meta\">\n\n\n2023-07-27 23:38 GMT+8&nbsp;&nbsp;&nbsp;<a href=https://investorplace.com/2023/07/nio-stock-investors-are-reading-too-much-into-the-latest-news/><strong>InvestorPlace</strong></a>\n\n\n</h4>\n\n</header>\n<article>\n<div>\n<p>The latest revving up in price for Nio (NIO) has to do with news both directly and indirectly related to the EV maker.Recent developments admittedly could make this early-stage name in the space a ...</p>\n\n<a href=\"https://investorplace.com/2023/07/nio-stock-investors-are-reading-too-much-into-the-latest-news/\">Web Link</a>\n\n</div>\n\n\n</article>\n</div>\n</body>\n</html>\n","type":0,"thumbnail":"","relate_stocks":{"NIO.SI":"蔚来","09866":"蔚来-SW","NIO":"蔚来"},"source_url":"https://investorplace.com/2023/07/nio-stock-investors-are-reading-too-much-into-the-latest-news/","is_english":true,"share_image_url":"https://static.laohu8.com/e9f99090a1c2ed51c021029395664489","article_id":"2354471307","content_text":"The latest revving up in price for Nio (NIO) has to do with news both directly and indirectly related to the EV maker.Recent developments admittedly could make this early-stage name in the space a more formidable competitor.However, said benefits likely will not arrive in time, as NIO still seems doomed to disappoint later this year.Among electric vehicle stocks, Nio (NYSE:NIO) is one that makes big moves, on news both directly and indirectly tied to the China-based EV maker’s potential prospects. A prime example of this is with the reason behind the latest spike in price for NIO stock.Already trending since the start of the month, NIO stock made a double-digit bolt higher on July 24. If you just saw the stock chart, and had seen no headlines, you would assume that the EV maker had released some promising fiscal results/delivery numbers.However, that wasn’t what drove its most recent rally. Rather, it was on news that, while positive for the company’s efforts to become a leading brand in its home market, likely won’t have an impact in time to prevent big investor disappointment that is likely to arrive later this year. Let’s dive in, and see why.NIO Stock and its Latest RallySo, what was it that sent Nio stock up by nearly 11% on July 24?As InvestorPlace’s Eddie Pan reported, a key driver was news from China’s National Development and Reform Commission regarding its plans to provide support to private investments in various sectors of the Chinese economy.According to Pan, this announcement bodes well for the EV maker’s efforts to build out its battery swap station network. One way this EV contender is trying to set itself apart from the competition is by offering customers the ability to swap out batteries in their Nio vehicles.The ability to swap instead of having to recharge batteries has its advantages. It’s a workaround for the limited range issue, one of the main pain points with EVs.Swappable batteries also enable Nio to offer its vehicles at a lower price. In short, it’s not illogical for investors to view both developments as positives.The issue, however, is whether they are overreacting to these headlines. Taking a look at other factors, this is arguably the case.Not Enough Time to Prevent Lackluster ResultsIt’s safe to say I am a skeptic of NIO stock. I’m skeptical that Nio is another Tesla (NASDAQ:TSLA). I also believe that this fledgling EV firm has questionable chances of becoming a big player in its home market, much less globally. That said, Mr. Market is taking a much different stance.Although the stock trades well below the lofty price levels hit during the 2021 “EV stock bubble,” investors have again been bidding it up. The prevailing view is that a much-anticipated re-acceleration of revenue growth will occur later this year.However, my take could soon finally be vindicated.The company may ramp up production/introducing new vehicle models, but competition is rising.As I have argued before, in order to increase demand in tandem with its increased output, Nio may need to aggressively slash prices, leading to higher-than-expected losses.The above developments could eventually strengthen the appeal of Nio’s swappable battery feature, helping to boost demand without hurting margins.However, this will probably not happen in time to prevent lackluster results in the near-term. Disappointment with results during this quarter and the next could shift sentiment for NIO back to bearish.Bottom Line: Sell Into Strength/AvoidWhile maintaining a downbeat view on NIO, I’ll admit that my bear case is not ironclad. Even as I believe that factors that could work in the company’s favor, like its battery swap efforts, will only start to pay off down the road.Recent reports point to Chinese EV sales growth staying strong, despite China’s sluggish post-Covid recovery, and this year’s reductions to purchase subsidies provided by the Chinese government.Delivery data for the current month could also suggest that the growth re-acceleration is emerging.Yet while Nio could prove skeptics such as myself wrong in the coming months, much of the upside from this happening may already be factored into its stock price. Downside risk may be high, if Nio skeptics are proven correct.With this, if you currently own NIO stock, take advantage of the battery swap rally, and sell into strength. Otherwise, avoid.","news_type":1},"isVote":1,"tweetType":1,"viewCount":270,"authorTweetTopStatus":1,"verified":2,"comments":[{"author":{"id":"3575708827969002","authorId":"3575708827969002","name":"Diadem","avatar":"https://static.tigerbbs.com/fa00adf5918bb0b33a9181bba4430da7","crmLevel":8,"crmLevelSwitch":1,"idStr":"3575708827969002","authorIdStr":"3575708827969002"},"content":"Their masters has to cover shorts. so they have to obey n to write nasty criticizing bs 😀","text":"Their masters has to cover shorts. so they have to obey n to write nasty criticizing bs 😀","html":"Their masters has to cover shorts. so they have to obey n to write nasty criticizing bs 😀"}],"imageCount":0,"langContent":"EN","totalScore":0},{"id":9970313642,"gmtCreate":1683906526087,"gmtModify":1683906531304,"author":{"id":"3584079457608282","authorId":"3584079457608282","name":"FGP","avatar":"https://community-static.tradeup.com/news/4f96275867e9fcc09f90747c0edcd143","crmLevel":9,"crmLevelSwitch":1,"followedFlag":false,"idStr":"3584079457608282","authorIdStr":"3584079457608282"},"themes":[],"htmlText":"Turn to NiO or Li, both will do well domestically while NiO expanding&nbsp;EU market too.","listText":"Turn to NiO or Li, both will do well domestically while NiO expanding&nbsp;EU market too.","text":"Turn to NiO or Li, both will do well domestically while NiO expanding EU market too.","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":14,"commentSize":0,"repostSize":0,"link":"https://ttm.financial/post/9970313642","repostId":"2334476018","repostType":4,"repost":{"id":"2334476018","kind":"highlight","pubTimestamp":1683903460,"share":"https://ttm.financial/m/news/2334476018?lang=&edition=fundamental","pubTime":"2023-05-12 22:57","market":"us","language":"en","title":"2 Risky Stocks to Avoid Right Now","url":"https://stock-news.laohu8.com/highlight/detail?id=2334476018","media":"Motley Fool","summary":"Carnival and Lucid Group have challenging roads ahead.","content":"<html><head></head><body><p>While the stock market generally moves upward over the long term, some companies lag behind their peers. This underperformance can happen for several reasons, including unsustainable cash burn and weak balance sheets. Let&#39;s discuss why <strong>Carnival Corporation</strong> (CCL -2.38%) (CUK -2.45%) and <strong>Lucid Group</strong> (LCID -1.40%) could hurt your portfolio this week and beyond.  </p><h2>Carnival Corporation</h2><p>Founded in 1972, Carnival helped popularize the vacation cruise industry in the United States and other countries. But while it has richly rewarded investors for decades, that all ended with the COVID-19 pandemic, which shut down operations and continues to haunt its balance sheet. The company is still far from bouncing back. </p><p>With first-quarter revenue of $4.4 billion (95% of 2019 levels) and adjusted earnings before interest, taxes, depreciation, and amortization (EBITDA) of $382 million, it is tempting to assume Carnival is close to recovering from the impacts of the COVID-19 pandemic, but this is far from the case. With $32.7 billion in long-term debt, the company&#39;s biggest challenge is nowhere near resolution. </p><p>While the positive adjusted EBITDA looks great on paper, it doesn&#39;t even defray the $539 million paid out in interest expense that quarter alone, not to mention other outflows like debt principle pay-down or capital expenditures -- expected to total a whopping $3.2 billion in 2023 before jumping $4.1 billion in 2024. With Carnival burning through this much cash just to stay afloat, investors shouldn&#39;t expect the company to have much left over for shareholders. </p><h2>Lucid Group </h2><p>Analysts at <strong>Goldman Sachs</strong> expect electric cars to represent a whopping 61% of global car sales by 2040. This forecast suggests companies like Lucid could have a bright future if they survive that long. But with relentless cash burn and competition from better-capitalized rivals, the struggling car company faces a difficult road ahead. </p><p class=\"t-img-caption\"><img src=\"https://static.tigerbbs.com/3aad9432b9cda82258ee8c027b3c38f6\" tg-width=\"700\" tg-height=\"466\"/></p><p>Image source: Getty Images.</p><p>First-quarter earnings highlight these challenges. While revenue more than doubled to $149 million, it fell below analysts&#39; expectations of $210 million and actually represents a sequential decline compared to the previous quarter&#39;s revenue of $257 million. For Lucid, this boils down to weakening demand for its vehicles. And this trend likely results from competition as rivals like <strong>Tesla</strong> cut prices to capture market share. </p><p>Lucid is not well positioned to compete based on price because it isn&#39;t profitable. First-quarter operating losses ballooned almost 30% to $774.1 million. And the cash burn looks unlikely to reverse anytime soon because Lucid has a negative gross margin -- meaning it costs the company more to manufacture and distribute its cars than can be recouped by selling them, before even accounting for overhead costs. </p><p>With a price-to-sales multiple of 24, Lucid shares still trade at a substantial premium over the <strong>S&amp;P 500</strong> average of 2.4, which suggests the stock price still has plenty of room to fall. </p><h2>Could the situation change?</h2><p>While Carnival Corporation and Lucid are risky investments, they won&#39;t necessarily underperform forever if they manage to overcome their current challenges with debt and cash burn. That said, both stocks look poised to lose a lot of value in the foreseeable future, and it&#39;s probably too early for investors to bet on a turnaround.</p></body></html>","source":"fool_stock","collect":0,"html":"<!DOCTYPE html>\n<html>\n<head>\n<meta http-equiv=\"Content-Type\" content=\"text/html; charset=utf-8\" />\n<meta name=\"viewport\" content=\"width=device-width,initial-scale=1.0,minimum-scale=1.0,maximum-scale=1.0,user-scalable=no\"/>\n<meta name=\"format-detection\" content=\"telephone=no,email=no,address=no\" />\n<title>2 Risky Stocks to Avoid Right Now</title>\n<style type=\"text/css\">\na,abbr,acronym,address,applet,article,aside,audio,b,big,blockquote,body,canvas,caption,center,cite,code,dd,del,details,dfn,div,dl,dt,\nem,embed,fieldset,figcaption,figure,footer,form,h1,h2,h3,h4,h5,h6,header,hgroup,html,i,iframe,img,ins,kbd,label,legend,li,mark,menu,nav,\nobject,ol,output,p,pre,q,ruby,s,samp,section,small,span,strike,strong,sub,summary,sup,table,tbody,td,tfoot,th,thead,time,tr,tt,u,ul,var,video{ font:inherit;margin:0;padding:0;vertical-align:baseline;border:0 }\nbody{ font-size:16px; line-height:1.5; color:#999; background:transparent; }\n.wrapper{ overflow:hidden;word-break:break-all;padding:10px; }\nh1,h2{ font-weight:normal; line-height:1.35; margin-bottom:.6em; }\nh3,h4,h5,h6{ line-height:1.35; margin-bottom:1em; }\nh1{ font-size:24px; }\nh2{ font-size:20px; }\nh3{ font-size:18px; }\nh4{ font-size:16px; }\nh5{ font-size:14px; }\nh6{ font-size:12px; }\np,ul,ol,blockquote,dl,table{ margin:1.2em 0; }\nul,ol{ margin-left:2em; }\nul{ list-style:disc; }\nol{ list-style:decimal; }\nli,li p{ margin:10px 0;}\nimg{ max-width:100%;display:block;margin:0 auto 1em; }\nblockquote{ color:#B5B2B1; border-left:3px solid #aaa; padding:1em; }\nstrong,b{font-weight:bold;}\nem,i{font-style:italic;}\ntable{ width:100%;border-collapse:collapse;border-spacing:1px;margin:1em 0;font-size:.9em; }\nth,td{ padding:5px;text-align:left;border:1px solid #aaa; }\nth{ font-weight:bold;background:#5d5d5d; }\n.symbol-link{font-weight:bold;}\n/* header{ border-bottom:1px solid #494756; } */\n.title{ margin:0 0 8px;line-height:1.3;color:#ddd; }\n.meta {color:#5e5c6d;font-size:13px;margin:0 0 .5em; }\na{text-decoration:none; color:#2a4b87;}\n.meta .head { display: inline-block; overflow: hidden}\n.head .h-thumb { width: 30px; height: 30px; margin: 0; padding: 0; border-radius: 50%; float: left;}\n.head .h-content { margin: 0; padding: 0 0 0 9px; float: left;}\n.head .h-name {font-size: 13px; color: #eee; margin: 0;}\n.head .h-time {font-size: 11px; color: #7E829C; margin: 0;line-height: 11px;}\n.small {font-size: 12.5px; display: inline-block; transform: scale(0.9); -webkit-transform: scale(0.9); transform-origin: left; -webkit-transform-origin: left;}\n.smaller {font-size: 12.5px; display: inline-block; transform: scale(0.8); -webkit-transform: scale(0.8); transform-origin: left; -webkit-transform-origin: left;}\n.bt-text {font-size: 12px;margin: 1.5em 0 0 0}\n.bt-text p {margin: 0}\n</style>\n</head>\n<body>\n<div class=\"wrapper\">\n<header>\n<h2 class=\"title\">\n2 Risky Stocks to Avoid Right Now\n</h2>\n\n<h4 class=\"meta\">\n\n\n2023-05-12 22:57 GMT+8&nbsp;&nbsp;&nbsp;<a href=https://www.fool.com/investing/2023/05/12/2-risky-stocks-to-avoid-right-now/><strong>Motley Fool</strong></a>\n\n\n</h4>\n\n</header>\n<article>\n<div>\n<p>While the stock market generally moves upward over the long term, some companies lag behind their peers. This underperformance can happen for several reasons, including unsustainable cash burn and ...</p>\n\n<a href=\"https://www.fool.com/investing/2023/05/12/2-risky-stocks-to-avoid-right-now/\">Web Link</a>\n\n</div>\n\n\n</article>\n</div>\n</body>\n</html>\n","type":0,"thumbnail":"","relate_stocks":{"BK4142":"酒店、度假村与豪华游轮","BK4551":"寇图资本持仓","BK4517":"邮轮概念","BK4585":"ETF&股票定投概念","CCL":"嘉年华邮轮","BK4555":"新能源车","BK4588":"碎股","LCID":"Lucid Group Inc","BK4099":"汽车制造商"},"source_url":"https://www.fool.com/investing/2023/05/12/2-risky-stocks-to-avoid-right-now/","is_english":true,"share_image_url":"https://static.laohu8.com/e9f99090a1c2ed51c021029395664489","article_id":"2334476018","content_text":"While the stock market generally moves upward over the long term, some companies lag behind their peers. This underperformance can happen for several reasons, including unsustainable cash burn and weak balance sheets. Let's discuss why Carnival Corporation (CCL -2.38%) (CUK -2.45%) and Lucid Group (LCID -1.40%) could hurt your portfolio this week and beyond.  Carnival CorporationFounded in 1972, Carnival helped popularize the vacation cruise industry in the United States and other countries. But while it has richly rewarded investors for decades, that all ended with the COVID-19 pandemic, which shut down operations and continues to haunt its balance sheet. The company is still far from bouncing back. With first-quarter revenue of $4.4 billion (95% of 2019 levels) and adjusted earnings before interest, taxes, depreciation, and amortization (EBITDA) of $382 million, it is tempting to assume Carnival is close to recovering from the impacts of the COVID-19 pandemic, but this is far from the case. With $32.7 billion in long-term debt, the company's biggest challenge is nowhere near resolution. While the positive adjusted EBITDA looks great on paper, it doesn't even defray the $539 million paid out in interest expense that quarter alone, not to mention other outflows like debt principle pay-down or capital expenditures -- expected to total a whopping $3.2 billion in 2023 before jumping $4.1 billion in 2024. With Carnival burning through this much cash just to stay afloat, investors shouldn't expect the company to have much left over for shareholders. Lucid Group Analysts at Goldman Sachs expect electric cars to represent a whopping 61% of global car sales by 2040. This forecast suggests companies like Lucid could have a bright future if they survive that long. But with relentless cash burn and competition from better-capitalized rivals, the struggling car company faces a difficult road ahead. Image source: Getty Images.First-quarter earnings highlight these challenges. While revenue more than doubled to $149 million, it fell below analysts' expectations of $210 million and actually represents a sequential decline compared to the previous quarter's revenue of $257 million. For Lucid, this boils down to weakening demand for its vehicles. And this trend likely results from competition as rivals like Tesla cut prices to capture market share. Lucid is not well positioned to compete based on price because it isn't profitable. First-quarter operating losses ballooned almost 30% to $774.1 million. And the cash burn looks unlikely to reverse anytime soon because Lucid has a negative gross margin -- meaning it costs the company more to manufacture and distribute its cars than can be recouped by selling them, before even accounting for overhead costs. With a price-to-sales multiple of 24, Lucid shares still trade at a substantial premium over the S&P 500 average of 2.4, which suggests the stock price still has plenty of room to fall. Could the situation change?While Carnival Corporation and Lucid are risky investments, they won't necessarily underperform forever if they manage to overcome their current challenges with debt and cash burn. That said, both stocks look poised to lose a lot of value in the foreseeable future, and it's probably too early for investors to bet on a turnaround.","news_type":1},"isVote":1,"tweetType":1,"viewCount":123,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"EN","totalScore":0},{"id":9948119669,"gmtCreate":1680649583452,"gmtModify":1680649586964,"author":{"id":"3584079457608282","authorId":"3584079457608282","name":"FGP","avatar":"https://community-static.tradeup.com/news/4f96275867e9fcc09f90747c0edcd143","crmLevel":9,"crmLevelSwitch":1,"followedFlag":false,"idStr":"3584079457608282","authorIdStr":"3584079457608282"},"themes":[],"htmlText":"Economy bad???? U sure? thought inflation now 🤔🤭??? wall🤮","listText":"Economy bad???? U sure? thought inflation now 🤔🤭??? wall🤮","text":"Economy bad???? U sure? thought inflation now 🤔🤭??? wall🤮","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":14,"commentSize":0,"repostSize":0,"link":"https://ttm.financial/post/9948119669","repostId":"2325438792","repostType":4,"repost":{"id":"2325438792","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":1680648766,"share":"https://ttm.financial/m/news/2325438792?lang=&edition=fundamental","pubTime":"2023-04-05 06:52","market":"us","language":"en","title":"Wall Street Ends Down As Weak Economic Data Fuels Recession Fears","url":"https://stock-news.laohu8.com/highlight/detail?id=2325438792","media":"Reuters","summary":"*U.S. factory orders, job openings fall in February*Virgin Orbit slumps after filing for bankruptcy*","content":"<html><head></head><body><p>*U.S. factory orders, job openings fall in February</p><p>*Virgin Orbit slumps after filing for bankruptcy</p><p>*AMC Entertainment falls after litigation deal</p><p>*Indexes: S&amp;P 500 -0.58%, Nasdaq -0.52%, Dow -0.59%</p><p>April 4 (Reuters) - Wall Street closed lower on Tuesday after evidence of a cooling economy exacerbated worries that the Federal Reserve&#39;s campaign to rein in decades-high inflation may cause a deep downturn.</p><p>All three major indexes fell as data showed U.S. job openings in February dropped to the lowest level in nearly two years, suggesting that the labor market was cooling, while factory orders fell for a second straight month.</p><p>Data on Monday had also pointed to weakening U.S. manufacturing activity.</p><p>&#34;The number of job openings has decreased, which makes people worry that hiring is going too slow, and that will be bad for the economy. That feeds into recessionary fears,&#34; said Sal Bruno, Chief Investment Officer at IndexIQ in New York.</p><p>Bank stocks took a hit after JPMorgan Chase &amp; Co CEO Jaime Dimon warned in a letter to shareholders that the U.S. banking crisis is ongoing and that its impact will be felt for years.</p><p>Bank of America and Wells Fargo &amp; Co dropped more than 2%, and the S&amp;P 500 banks index fell 1.9%.</p><p>Of the 11 S&amp;P 500 sector indexes, seven declined, led lower by industrials , down 2.25%, followed by a 1.72% loss in energy.</p><p>The S&amp;P 500 declined 0.58% to end the session at 4,100.68 points, closing lower for the first time in a week.</p><p>The Nasdaq declined 0.52% to 12,126.33 points, while the Dow Jones Industrial Average declined 0.59% to 33,402.38 points.</p><p>Caterpillar Inc, viewed as bellwether for the industrial sector, fell 5.4%.</p><p>Heavyweight chipmaker Nvidia lost 1.8%, weighing more than any other stock on the S&amp;P 500&#39;s decline.</p><p>Healthcare and utilities , which many investors expect to hold up better during an economic slowdown, were among the few S&amp;P 500 sector indexes gaining on Tuesday.</p><p>Trading in interest rate futures shows bets are now tilted toward a pause by the Fed in May, with odds of a 25-basis point rate hike at 42%, compared with nearly 60% before the data, according to CME Group&#39;s Fedwatch tool.</p><p>So far in 2023, the S&amp;P 500 has gained nearly 7% and it remains down about 15% from its record high close in January 2022.</p><p>Virgin Orbit Holdings Inc slumped 23.2% after the satellite launch company filed for Chapter 11 bankruptcy on failing to secure long-term funding.</p><p>AMC Entertainment Holdings Inc shares tumbled 23.5% after the movie theater chain said it agreed to settle litigation and proceed with converting its preferred stock into common shares.</p><p>Shares of <a href=\"https://laohu8.com/S/DWAC\">Digital World Acquisition Corp</a> fell 8% after the SPAC linked to former U.S. President Donald Trump delayed the filing of its annual financial report.</p><p>Volume on U.S. exchanges was relatively light, with 10.3 billion shares traded, compared to an average of 12.8 billion shares over the previous 20 sessions.</p><p>Across the U.S. stock market , declining stocks outnumbered rising ones by a 2.2-to-one ratio.</p><p>The S&amp;P 500 posted 14 new highs and one new lows; the Nasdaq recorded 64 new highs and 238 new lows.</p></body></html>","collect":0,"html":"<!DOCTYPE html>\n<html>\n<head>\n<meta http-equiv=\"Content-Type\" content=\"text/html; charset=utf-8\" />\n<meta name=\"viewport\" content=\"width=device-width,initial-scale=1.0,minimum-scale=1.0,maximum-scale=1.0,user-scalable=no\"/>\n<meta name=\"format-detection\" content=\"telephone=no,email=no,address=no\" />\n<title>Wall Street Ends Down As Weak Economic Data Fuels Recession Fears</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\">\nWall Street Ends Down As Weak Economic Data Fuels Recession Fears\n</h2>\n\n<h4 class=\"meta\">\n\n\n<a class=\"head\" href=\"https://laohu8.com/wemedia/1036604489\">\n\n\n<div class=\"h-thumb\" style=\"background-image:url(https://static.tigerbbs.com/443ce19704621c837795676028cec868);background-size:cover;\"></div>\n\n<div class=\"h-content\">\n<p class=\"h-name\">Reuters </p>\n<p class=\"h-time\">2023-04-05 06:52</p>\n</div>\n\n</a>\n\n\n</h4>\n\n</header>\n<article>\n<html><head></head><body><p>*U.S. factory orders, job openings fall in February</p><p>*Virgin Orbit slumps after filing for bankruptcy</p><p>*AMC Entertainment falls after litigation deal</p><p>*Indexes: S&amp;P 500 -0.58%, Nasdaq -0.52%, Dow -0.59%</p><p>April 4 (Reuters) - Wall Street closed lower on Tuesday after evidence of a cooling economy exacerbated worries that the Federal Reserve&#39;s campaign to rein in decades-high inflation may cause a deep downturn.</p><p>All three major indexes fell as data showed U.S. job openings in February dropped to the lowest level in nearly two years, suggesting that the labor market was cooling, while factory orders fell for a second straight month.</p><p>Data on Monday had also pointed to weakening U.S. manufacturing activity.</p><p>&#34;The number of job openings has decreased, which makes people worry that hiring is going too slow, and that will be bad for the economy. That feeds into recessionary fears,&#34; said Sal Bruno, Chief Investment Officer at IndexIQ in New York.</p><p>Bank stocks took a hit after JPMorgan Chase &amp; Co CEO Jaime Dimon warned in a letter to shareholders that the U.S. banking crisis is ongoing and that its impact will be felt for years.</p><p>Bank of America and Wells Fargo &amp; Co dropped more than 2%, and the S&amp;P 500 banks index fell 1.9%.</p><p>Of the 11 S&amp;P 500 sector indexes, seven declined, led lower by industrials , down 2.25%, followed by a 1.72% loss in energy.</p><p>The S&amp;P 500 declined 0.58% to end the session at 4,100.68 points, closing lower for the first time in a week.</p><p>The Nasdaq declined 0.52% to 12,126.33 points, while the Dow Jones Industrial Average declined 0.59% to 33,402.38 points.</p><p>Caterpillar Inc, viewed as bellwether for the industrial sector, fell 5.4%.</p><p>Heavyweight chipmaker Nvidia lost 1.8%, weighing more than any other stock on the S&amp;P 500&#39;s decline.</p><p>Healthcare and utilities , which many investors expect to hold up better during an economic slowdown, were among the few S&amp;P 500 sector indexes gaining on Tuesday.</p><p>Trading in interest rate futures shows bets are now tilted toward a pause by the Fed in May, with odds of a 25-basis point rate hike at 42%, compared with nearly 60% before the data, according to CME Group&#39;s Fedwatch tool.</p><p>So far in 2023, the S&amp;P 500 has gained nearly 7% and it remains down about 15% from its record high close in January 2022.</p><p>Virgin Orbit Holdings Inc slumped 23.2% after the satellite launch company filed for Chapter 11 bankruptcy on failing to secure long-term funding.</p><p>AMC Entertainment Holdings Inc shares tumbled 23.5% after the movie theater chain said it agreed to settle litigation and proceed with converting its preferred stock into common shares.</p><p>Shares of <a href=\"https://laohu8.com/S/DWAC\">Digital World Acquisition Corp</a> fell 8% after the SPAC linked to former U.S. President Donald Trump delayed the filing of its annual financial report.</p><p>Volume on U.S. exchanges was relatively light, with 10.3 billion shares traded, compared to an average of 12.8 billion shares over the previous 20 sessions.</p><p>Across the U.S. stock market , declining stocks outnumbered rising ones by a 2.2-to-one ratio.</p><p>The S&amp;P 500 posted 14 new highs and one new lows; the Nasdaq recorded 64 new highs and 238 new lows.</p></body></html>\n\n</article>\n</div>\n</body>\n</html>\n","type":0,"thumbnail":"","relate_stocks":{},"source_url":"","is_english":true,"share_image_url":"https://static.laohu8.com/e9f99090a1c2ed51c021029395664489","article_id":"2325438792","content_text":"*U.S. factory orders, job openings fall in February*Virgin Orbit slumps after filing for bankruptcy*AMC Entertainment falls after litigation deal*Indexes: S&P 500 -0.58%, Nasdaq -0.52%, Dow -0.59%April 4 (Reuters) - Wall Street closed lower on Tuesday after evidence of a cooling economy exacerbated worries that the Federal Reserve's campaign to rein in decades-high inflation may cause a deep downturn.All three major indexes fell as data showed U.S. job openings in February dropped to the lowest level in nearly two years, suggesting that the labor market was cooling, while factory orders fell for a second straight month.Data on Monday had also pointed to weakening U.S. manufacturing activity.\"The number of job openings has decreased, which makes people worry that hiring is going too slow, and that will be bad for the economy. That feeds into recessionary fears,\" said Sal Bruno, Chief Investment Officer at IndexIQ in New York.Bank stocks took a hit after JPMorgan Chase & Co CEO Jaime Dimon warned in a letter to shareholders that the U.S. banking crisis is ongoing and that its impact will be felt for years.Bank of America and Wells Fargo & Co dropped more than 2%, and the S&P 500 banks index fell 1.9%.Of the 11 S&P 500 sector indexes, seven declined, led lower by industrials , down 2.25%, followed by a 1.72% loss in energy.The S&P 500 declined 0.58% to end the session at 4,100.68 points, closing lower for the first time in a week.The Nasdaq declined 0.52% to 12,126.33 points, while the Dow Jones Industrial Average declined 0.59% to 33,402.38 points.Caterpillar Inc, viewed as bellwether for the industrial sector, fell 5.4%.Heavyweight chipmaker Nvidia lost 1.8%, weighing more than any other stock on the S&P 500's decline.Healthcare and utilities , which many investors expect to hold up better during an economic slowdown, were among the few S&P 500 sector indexes gaining on Tuesday.Trading in interest rate futures shows bets are now tilted toward a pause by the Fed in May, with odds of a 25-basis point rate hike at 42%, compared with nearly 60% before the data, according to CME Group's Fedwatch tool.So far in 2023, the S&P 500 has gained nearly 7% and it remains down about 15% from its record high close in January 2022.Virgin Orbit Holdings Inc slumped 23.2% after the satellite launch company filed for Chapter 11 bankruptcy on failing to secure long-term funding.AMC Entertainment Holdings Inc shares tumbled 23.5% after the movie theater chain said it agreed to settle litigation and proceed with converting its preferred stock into common shares.Shares of Digital World Acquisition Corp fell 8% after the SPAC linked to former U.S. President Donald Trump delayed the filing of its annual financial report.Volume on U.S. exchanges was relatively light, with 10.3 billion shares traded, compared to an average of 12.8 billion shares over the previous 20 sessions.Across the U.S. stock market , declining stocks outnumbered rising ones by a 2.2-to-one ratio.The S&P 500 posted 14 new highs and one new lows; the Nasdaq recorded 64 new highs and 238 new lows.","news_type":1},"isVote":1,"tweetType":1,"viewCount":129,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"EN","totalScore":0},{"id":229448112152688,"gmtCreate":1697059446376,"gmtModify":1697059450842,"author":{"id":"3584079457608282","authorId":"3584079457608282","name":"FGP","avatar":"https://community-static.tradeup.com/news/4f96275867e9fcc09f90747c0edcd143","crmLevel":9,"crmLevelSwitch":1,"followedFlag":false,"idStr":"3584079457608282","authorIdStr":"3584079457608282"},"themes":[],"htmlText":"Goldmine 🤩","listText":"Goldmine 🤩","text":"Goldmine 🤩","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":2,"commentSize":0,"repostSize":0,"link":"https://ttm.financial/post/229448112152688","repostId":"1182876992","repostType":2,"repost":{"id":"1182876992","kind":"news","pubTimestamp":1697008678,"share":"https://ttm.financial/m/news/1182876992?lang=&edition=fundamental","pubTime":"2023-10-11 15:17","market":"hk","language":"en","title":"Nio Hits 30M Battery Swaps, Looks To Add 2,300 Stations By Year-End","url":"https://stock-news.laohu8.com/highlight/detail?id=1182876992","media":"Benzinga","summary":"Nio Inc has hit a new milestone with its power swap technology.What Happened: Nio said in an X post that the company achieved 30 million battery swaps as of Monday.“30 Million Battery Swaps, 30 Million Joyful Trips,” Nio wrote on X, formerly Twitter.The company said that it delivers over 60,000 swaps every day with a fully charged NIO car leaving a power swap station every 1.4 seconds.Why It Matters: As of Sept. 30, Nio delivered a total of 399,549 vehicles.By the end of the year, Nio intends to","content":"<html><head></head><body><p><strong>Nio Inc </strong>has hit a new milestone with its power swap technology.</p><p style=\"text-align: start;\"><strong>What Happened:</strong> Nio said in an X post that the company achieved 30 million battery swaps as of Monday.</p><p style=\"text-align: start;\">“30 Million Battery Swaps, 30 Million Joyful Trips,” Nio wrote on X, formerly Twitter.</p><p style=\"text-align: start;\">The company said that it delivers over 60,000 swaps every day with a fully charged NIO car leaving a power swap station every 1.4 seconds.</p><p><strong>Why It Matters:</strong> As of Sept. 30, Nio delivered a total of 399,549 vehicles.</p><p style=\"text-align: start;\">By the end of the year, Nio intends to put up 2,300 power swap stations to cater to its fleet in China. In September alone, the company added 155 power swap stations.</p><p style=\"text-align: start;\">The Chinese EV maker is a proponent of the battery-swapping service over battery charging and claims that it takes just 3 minutes to swap a fully charged battery. The continuous deployment of power swap stations will provide a charging experience beyond refueling, says Nio.</p><p style=\"text-align: start;\">This is in contrast to most EV players including giant <strong>Tesla</strong>, <strong>Volkswagen</strong>,<strong> </strong>and <strong>General Motors </strong>who rely on charging for their EVs.</p></body></html>","source":"lsy1606299360108","collect":0,"html":"<!DOCTYPE html>\n<html>\n<head>\n<meta http-equiv=\"Content-Type\" content=\"text/html; charset=utf-8\" />\n<meta name=\"viewport\" content=\"width=device-width,initial-scale=1.0,minimum-scale=1.0,maximum-scale=1.0,user-scalable=no\"/>\n<meta name=\"format-detection\" content=\"telephone=no,email=no,address=no\" />\n<title>Nio Hits 30M Battery Swaps, Looks To Add 2,300 Stations By Year-End</title>\n<style type=\"text/css\">\na,abbr,acronym,address,applet,article,aside,audio,b,big,blockquote,body,canvas,caption,center,cite,code,dd,del,details,dfn,div,dl,dt,\nem,embed,fieldset,figcaption,figure,footer,form,h1,h2,h3,h4,h5,h6,header,hgroup,html,i,iframe,img,ins,kbd,label,legend,li,mark,menu,nav,\nobject,ol,output,p,pre,q,ruby,s,samp,section,small,span,strike,strong,sub,summary,sup,table,tbody,td,tfoot,th,thead,time,tr,tt,u,ul,var,video{ font:inherit;margin:0;padding:0;vertical-align:baseline;border:0 }\nbody{ font-size:16px; line-height:1.5; color:#999; background:transparent; }\n.wrapper{ overflow:hidden;word-break:break-all;padding:10px; }\nh1,h2{ font-weight:normal; line-height:1.35; margin-bottom:.6em; }\nh3,h4,h5,h6{ line-height:1.35; margin-bottom:1em; }\nh1{ font-size:24px; }\nh2{ font-size:20px; }\nh3{ font-size:18px; }\nh4{ font-size:16px; }\nh5{ font-size:14px; }\nh6{ font-size:12px; }\np,ul,ol,blockquote,dl,table{ margin:1.2em 0; }\nul,ol{ margin-left:2em; }\nul{ list-style:disc; }\nol{ list-style:decimal; }\nli,li p{ margin:10px 0;}\nimg{ max-width:100%;display:block;margin:0 auto 1em; }\nblockquote{ color:#B5B2B1; border-left:3px solid #aaa; padding:1em; }\nstrong,b{font-weight:bold;}\nem,i{font-style:italic;}\ntable{ width:100%;border-collapse:collapse;border-spacing:1px;margin:1em 0;font-size:.9em; }\nth,td{ padding:5px;text-align:left;border:1px solid #aaa; }\nth{ font-weight:bold;background:#5d5d5d; }\n.symbol-link{font-weight:bold;}\n/* header{ border-bottom:1px solid #494756; } */\n.title{ margin:0 0 8px;line-height:1.3;color:#ddd; }\n.meta {color:#5e5c6d;font-size:13px;margin:0 0 .5em; }\na{text-decoration:none; color:#2a4b87;}\n.meta .head { display: inline-block; overflow: hidden}\n.head .h-thumb { width: 30px; height: 30px; margin: 0; padding: 0; border-radius: 50%; float: left;}\n.head .h-content { margin: 0; padding: 0 0 0 9px; float: left;}\n.head .h-name {font-size: 13px; color: #eee; margin: 0;}\n.head .h-time {font-size: 11px; color: #7E829C; margin: 0;line-height: 11px;}\n.small {font-size: 12.5px; display: inline-block; transform: scale(0.9); -webkit-transform: scale(0.9); transform-origin: left; -webkit-transform-origin: left;}\n.smaller {font-size: 12.5px; display: inline-block; transform: scale(0.8); -webkit-transform: scale(0.8); transform-origin: left; -webkit-transform-origin: left;}\n.bt-text {font-size: 12px;margin: 1.5em 0 0 0}\n.bt-text p {margin: 0}\n</style>\n</head>\n<body>\n<div class=\"wrapper\">\n<header>\n<h2 class=\"title\">\nNio Hits 30M Battery Swaps, Looks To Add 2,300 Stations By Year-End\n</h2>\n\n<h4 class=\"meta\">\n\n\n2023-10-11 15:17 GMT+8&nbsp;&nbsp;&nbsp;<a href=https://www.benzinga.com/news/23/10/35181026/nios-latest-milestone-ev-maker-hits-30m-battery-swaps-looks-to-add-more-stations-by-year-end><strong>Benzinga</strong></a>\n\n\n</h4>\n\n</header>\n<article>\n<div>\n<p>Nio Inc has hit a new milestone with its power swap technology.What Happened: Nio said in an X post that the company achieved 30 million battery swaps as of Monday.“30 Million Battery Swaps, 30 ...</p>\n\n<a href=\"https://www.benzinga.com/news/23/10/35181026/nios-latest-milestone-ev-maker-hits-30m-battery-swaps-looks-to-add-more-stations-by-year-end\">Web Link</a>\n\n</div>\n\n\n</article>\n</div>\n</body>\n</html>\n","type":0,"thumbnail":"","relate_stocks":{},"source_url":"https://www.benzinga.com/news/23/10/35181026/nios-latest-milestone-ev-maker-hits-30m-battery-swaps-looks-to-add-more-stations-by-year-end","is_english":true,"share_image_url":"https://static.laohu8.com/e9f99090a1c2ed51c021029395664489","article_id":"1182876992","content_text":"Nio Inc has hit a new milestone with its power swap technology.What Happened: Nio said in an X post that the company achieved 30 million battery swaps as of Monday.“30 Million Battery Swaps, 30 Million Joyful Trips,” Nio wrote on X, formerly Twitter.The company said that it delivers over 60,000 swaps every day with a fully charged NIO car leaving a power swap station every 1.4 seconds.Why It Matters: As of Sept. 30, Nio delivered a total of 399,549 vehicles.By the end of the year, Nio intends to put up 2,300 power swap stations to cater to its fleet in China. In September alone, the company added 155 power swap stations.The Chinese EV maker is a proponent of the battery-swapping service over battery charging and claims that it takes just 3 minutes to swap a fully charged battery. The continuous deployment of power swap stations will provide a charging experience beyond refueling, says Nio.This is in contrast to most EV players including giant Tesla, Volkswagen, and General Motors who rely on charging for their EVs.","news_type":1},"isVote":1,"tweetType":1,"viewCount":161,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"EN","totalScore":0},{"id":9970643598,"gmtCreate":1684419083614,"gmtModify":1684419088168,"author":{"id":"3584079457608282","authorId":"3584079457608282","name":"FGP","avatar":"https://community-static.tradeup.com/news/4f96275867e9fcc09f90747c0edcd143","crmLevel":9,"crmLevelSwitch":1,"followedFlag":false,"idStr":"3584079457608282","authorIdStr":"3584079457608282"},"themes":[],"htmlText":"All these articles for leisure reading. Unable to predict end year or next year therefore 10yrs lor 🤭","listText":"All these articles for leisure reading. Unable to predict end year or next year therefore 10yrs lor 🤭","text":"All these articles for leisure reading. Unable to predict end year or next year therefore 10yrs lor 🤭","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":11,"commentSize":1,"repostSize":0,"link":"https://ttm.financial/post/9970643598","repostId":"2336395804","repostType":4,"repost":{"id":"2336395804","kind":"highlight","pubTimestamp":1684423500,"share":"https://ttm.financial/m/news/2336395804?lang=&edition=fundamental","pubTime":"2023-05-18 23:25","market":"us","language":"en","title":"Prediction: 2 Growth Stocks Will Be Worth $2 Trillion by 2033 (Besides Apple and Microsoft)","url":"https://stock-news.laohu8.com/highlight/detail?id=2336395804","media":"Motley Fool","summary":"These growth stocks could join Apple and Microsoft in the $2 trillion club by 2033.","content":"<html><head></head><body><h2 style=\"text-align: start;\">KEY POINTS</h2><ul><li><p>Apple and Microsoft are the two most valuable companies in the world, and both have already crossed the $2 trillion threshold.</p></li><li><p>Tesla’s strong competitive position in electric vehicles and autonomous vehicles could propel the company to a $2 trillion valuation by 2033.</p></li><li><p>Alphabet’s dominance in digital advertising and its growing cloud computing business could help the company achieve a $2 trillion valuation by 2033.</p></li></ul><p>A decade ago, <strong>Apple </strong>and <strong>ExxonMobil</strong> were the most valuable companies in the world, but neither had a market cap exceeding $600 billion. Today, Apple and <strong>Microsoft</strong> are the most valuable companies in the world, and both have a market cap exceeding $2 trillion. Investors should ask themselves what changes the next decade will bring.</p><p>Here are two growth stocks that could join Apple and Microsoft in the $2 trillion club by 2033.</p><h2>1. Tesla</h2><p><strong>Tesla</strong>&#39;s current market cap of $535 billion would need to increase about 3.7-fold over the next decade, or 14% annually, to reach $2 trillion. But some analysts expect the company to blow by that figure well before 2033. For instance, Ark Invest believes Tesla will have a market cap between $4.4 trillion and $7.9 trillion by 2027. That may be optimistic -- although Ark has been right about Tesla in the past -- but that forecast makes $2 trillion look easy.</p><p>Tesla led the industry last year in battery electric vehicle sales, with an 18.2% market share, and management expects to grow deliveries by 50% annually over the long term. The company also reported the highest operating margin among volume carmakers last year, meaning Tesla is more profitable than its peers, and management says its margins will remain the highest in the industry. Collectively, those predictions put Tesla in a good position. Electric vehicle (EV) sales are forecast to grow at 23% annually through 2032, but Tesla believes it will outpace that figure while maintaining higher margins than its competition.</p><p>Investors have good reason to believe that narrative. CEO Elon Musk says Tesla has the most advanced manufacturing technology on the planet, and Cairn Energy Research Advisors says Tesla will be able to produce battery packs (the most expensive part of an EV) at a lower cost per kilowatt-hour than any other automaker through the end of the decade. But management expects full self-driving (FSD) software to be a real profit driver in the long run.</p><p>Tesla has a big advantage when it comes to autonomous vehicles. Data is the foundation of artificial intelligence (AI), and Tesla has more autopilot-enabled cars on the road than any competitor, meaning it has more data to train the AI models that power its FSD platform. Musk also believes the in-car supercomputer that runs Tesla&#39;s FSD software is the most efficient inference computer in the world. Collectively, those advantages position Tesla as an early leader in the autonomous vehicle market, and Precedence Research expects that market to grow at 39% annually through 2030.</p><p>Here&#39;s the bottom line: Given Tesla&#39;s strong position in two quickly expanding markets, investors can reasonably expect annualized sales growth of at least 25% over the next decade. That estimate is conservative compared to its annualized sales growth of 47% over the last five years. Assuming Tesla hits that mark, its market cap could increase 3.7-fold to $2 trillion while its price-to-sales ratio falls to 2.5 times sales, a discount to the current 6.9 times sales.</p><h2>2. Alphabet</h2><p><strong>Alphabet</strong> is much closer than Tesla to the $2 trillion milestone. Its current market cap of $1.4 trillion falls just 43% shy of that threshold, meaning it needs to grow at just 3.6% annually over the next decade.</p><p>The investment thesis for Alphabet is simple: Google Search is the most popular search engine, and YouTube is the most popular streaming service, and their popularity makes Alphabet an irreplaceable advertising partner for many brands. In fact, the company accounted for nearly 30% of global digital ad spending last year, according to eMarketer. Alphabet may lose some market share in the coming years, but it will likely maintain its leadership position. That puts the company in a good spot because the ad tech market is expected to grow at 14% annually through 2030.</p><p>Alphabet is also gaining ground in cloud computing. Google Cloud Platform held a 10% market share in cloud infrastructure and platform services in the first quarter, up from 8% last year, and its expertise in AI could be a significant growth driver in the coming years. Alphabet may not have a viral application like ChatGPT yet, but experts have recognized the company as a leader in AI infrastructure, conversational AI platforms, and AI-powered document analytics. That bodes well for the company because the AI software market could grow as fast as 42% annually through 2030, and the broader cloud computing market is expected to grow at 14% annually through the end of the decade.</p><p>Here&#39;s the bottom line: Alphabet has a strong competitive position in digital advertising and cloud computing, two markets expected to grow at 14% annually through the end of the decade. Shares currently trade at a reasonable 5.1 times sales, but if Alphabet grows revenue at 10% annually over the next decade -- a conservative estimate given its annualized revenue growth of 19% over the last five years -- its market cap could reach $2 trillion while its valuation multiple falls to an even more reasonable 2.7 times sales.</p><p>Of course, Alphabet may grow revenue more quickly than 10% annually given its strong presence in several quickly expanding markets, so its market cap could top $2 trillion long before 2033.</p></body></html>","source":"fool_stock","collect":0,"html":"<!DOCTYPE html>\n<html>\n<head>\n<meta http-equiv=\"Content-Type\" content=\"text/html; charset=utf-8\" />\n<meta name=\"viewport\" content=\"width=device-width,initial-scale=1.0,minimum-scale=1.0,maximum-scale=1.0,user-scalable=no\"/>\n<meta name=\"format-detection\" content=\"telephone=no,email=no,address=no\" />\n<title>Prediction: 2 Growth Stocks Will Be Worth $2 Trillion by 2033 (Besides Apple and Microsoft)</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\">\nPrediction: 2 Growth Stocks Will Be Worth $2 Trillion by 2033 (Besides Apple and Microsoft)\n</h2>\n\n<h4 class=\"meta\">\n\n\n2023-05-18 23:25 GMT+8&nbsp;&nbsp;&nbsp;<a href=https://www.fool.com/investing/2023/05/17/2-growth-stocks-worth-2-trillion-besides-apple/><strong>Motley Fool</strong></a>\n\n\n</h4>\n\n</header>\n<article>\n<div>\n<p>KEY POINTSApple and Microsoft are the two most valuable companies in the world, and both have already crossed the $2 trillion threshold.Tesla’s strong competitive position in electric vehicles and ...</p>\n\n<a href=\"https://www.fool.com/investing/2023/05/17/2-growth-stocks-worth-2-trillion-besides-apple/\">Web Link</a>\n\n</div>\n\n\n</article>\n</div>\n</body>\n</html>\n","type":0,"thumbnail":"","relate_stocks":{"IE00BWXC8680.SGD":"PINEBRIDGE US LARGE CAP RESEARCH ENHANCED \"A5\" (SGD) ACC","LU0648000940.SGD":"Natixis Harris Associates Global Equity RA SGD","LU0097036916.USD":"贝莱德美国增长A2 USD","GOOGL":"谷歌A","BK4528":"SaaS概念","LU0320765059.SGD":"FTIF - Franklin US Opportunities A Acc SGD","LU0158827948.USD":"ALLIANZ GLOBAL SUSTAINABILITY \"A\" (USD) INC","LU2326559502.SGD":"Natixis Loomis Sayles US Growth Equity P/A SGD-H","LU1852331112.SGD":"Blackrock World Technology Fund A2 SGD-H","GOOG":"谷歌","LU0672654240.SGD":"FTIF - Franklin US Opportunities A Acc SGD-H1","BK4532":"文艺复兴科技持仓","LU1691799644.USD":"Amundi Funds Polen Capital Global Growth A2 (C) USD","LU0061475181.USD":"THREADNEEDLE (LUX) AMERICAN \"AU\" (USD) ACC","LU1861215975.USD":"贝莱德新一代科技基金 A2","LU0289961442.SGD":"SUSTAINABLE GLOBAL THEMATIC PORTFOLIO \"AX\" (SGD) ACC","IE00BFSS8Q28.SGD":"Janus Henderson Balanced A Inc SGD-H","BK4571":"数字音乐概念","IE0034235188.USD":"PINEBRIDGE GLOBAL FOCUS EQUITY \"A\" (USD) ACC","LU0708994859.HKD":"TEMPLETON GLOBAL \"A\" (HKD) ACC","IE00BKVL7J92.USD":"Legg Mason ClearBridge - US Equity Sustainability Leaders A Acc USD","SG9999014906.USD":"大华全球优质成长基金Acc USD","LU0882574139.USD":"富达环球消费行业基金A ACC","LU0957791311.USD":"THREADNEEDLE (LUX) GLOBAL FOCUS \"ZU\" (USD) ACC","LU0256863811.USD":"ALLIANZ US EQUITY \"A\" INC","LU1316542783.SGD":"Janus Henderson Horizon Global Technology Leaders A2 SGD","LU0557290698.USD":"施罗德环球可持续增长基金","LU0943347566.SGD":"安联收益及增长平衡基金AM H2-SGD","LU1720051108.HKD":"ALLIANZ GLOBAL ARTIFICIAL INTELLIGENCE \"AT\" (HKD) ACC","TSLA":"特斯拉","IE00B3S45H60.SGD":"Neuberger Berman US Multicap Opportunities A Acc SGD-H","SG9999018865.SGD":"United Global Quality Growth Fd Cl Dist SGD-H","BK4527":"明星科技股","LU0170899867.USD":"EASTSPRING INVESTMENTS WORLD VALUE EQUITY  \"A\" (USD) ACC","LU1839511570.USD":"WELLS FARGO GLOBAL FACTOR ENHANCED EQUITY \"I\" (USD) ACC","LU0053666078.USD":"摩根大通基金-美国股票A（离岸）美元","LU0417517546.SGD":"Allianz US Equity Cl AT Acc SGD","LU0052756011.USD":"TEMPLETON GLOBAL BALANCED \"A\" (USD) INC","LU2237443382.USD":"Aberdeen Standard SICAV I - Global Dynamic Dividend A MIncA USD","LU0079474960.USD":"联博美国增长基金A","LU0082616367.USD":"摩根大通美国科技A（dist）","BK4574":"无人驾驶","LU2237443549.SGD":"Aberdeen Standard SICAV I - Global Dynamic Dividend A MIncA SGD-H","LU0080751232.USD":"富达环球多元动力基金A","LU1803068979.SGD":"FTIF - Franklin Technology A (acc) SGD-H1","BK4505":"高瓴资本持仓","BK4512":"苹果概念","LU0128525689.USD":"TEMPLETON GLOBAL BALANCED \"A\"(USD) ACC","LU1914381329.SGD":"Allianz Best Styles Global Equity Cl ET Acc H2-SGD","IE00BZ1G4Q59.USD":"LEGG MASON CLEARBRIDGE US EQUITY SUSTAINABILITY LEADER \"A\"(USD) INC (A)","BK4514":"搜索引擎","BK4170":"电脑硬件、储存设备及电脑周边"},"source_url":"https://www.fool.com/investing/2023/05/17/2-growth-stocks-worth-2-trillion-besides-apple/","is_english":true,"share_image_url":"https://static.laohu8.com/e9f99090a1c2ed51c021029395664489","article_id":"2336395804","content_text":"KEY POINTSApple and Microsoft are the two most valuable companies in the world, and both have already crossed the $2 trillion threshold.Tesla’s strong competitive position in electric vehicles and autonomous vehicles could propel the company to a $2 trillion valuation by 2033.Alphabet’s dominance in digital advertising and its growing cloud computing business could help the company achieve a $2 trillion valuation by 2033.A decade ago, Apple and ExxonMobil were the most valuable companies in the world, but neither had a market cap exceeding $600 billion. Today, Apple and Microsoft are the most valuable companies in the world, and both have a market cap exceeding $2 trillion. Investors should ask themselves what changes the next decade will bring.Here are two growth stocks that could join Apple and Microsoft in the $2 trillion club by 2033.1. TeslaTesla's current market cap of $535 billion would need to increase about 3.7-fold over the next decade, or 14% annually, to reach $2 trillion. But some analysts expect the company to blow by that figure well before 2033. For instance, Ark Invest believes Tesla will have a market cap between $4.4 trillion and $7.9 trillion by 2027. That may be optimistic -- although Ark has been right about Tesla in the past -- but that forecast makes $2 trillion look easy.Tesla led the industry last year in battery electric vehicle sales, with an 18.2% market share, and management expects to grow deliveries by 50% annually over the long term. The company also reported the highest operating margin among volume carmakers last year, meaning Tesla is more profitable than its peers, and management says its margins will remain the highest in the industry. Collectively, those predictions put Tesla in a good position. Electric vehicle (EV) sales are forecast to grow at 23% annually through 2032, but Tesla believes it will outpace that figure while maintaining higher margins than its competition.Investors have good reason to believe that narrative. CEO Elon Musk says Tesla has the most advanced manufacturing technology on the planet, and Cairn Energy Research Advisors says Tesla will be able to produce battery packs (the most expensive part of an EV) at a lower cost per kilowatt-hour than any other automaker through the end of the decade. But management expects full self-driving (FSD) software to be a real profit driver in the long run.Tesla has a big advantage when it comes to autonomous vehicles. Data is the foundation of artificial intelligence (AI), and Tesla has more autopilot-enabled cars on the road than any competitor, meaning it has more data to train the AI models that power its FSD platform. Musk also believes the in-car supercomputer that runs Tesla's FSD software is the most efficient inference computer in the world. Collectively, those advantages position Tesla as an early leader in the autonomous vehicle market, and Precedence Research expects that market to grow at 39% annually through 2030.Here's the bottom line: Given Tesla's strong position in two quickly expanding markets, investors can reasonably expect annualized sales growth of at least 25% over the next decade. That estimate is conservative compared to its annualized sales growth of 47% over the last five years. Assuming Tesla hits that mark, its market cap could increase 3.7-fold to $2 trillion while its price-to-sales ratio falls to 2.5 times sales, a discount to the current 6.9 times sales.2. AlphabetAlphabet is much closer than Tesla to the $2 trillion milestone. Its current market cap of $1.4 trillion falls just 43% shy of that threshold, meaning it needs to grow at just 3.6% annually over the next decade.The investment thesis for Alphabet is simple: Google Search is the most popular search engine, and YouTube is the most popular streaming service, and their popularity makes Alphabet an irreplaceable advertising partner for many brands. In fact, the company accounted for nearly 30% of global digital ad spending last year, according to eMarketer. Alphabet may lose some market share in the coming years, but it will likely maintain its leadership position. That puts the company in a good spot because the ad tech market is expected to grow at 14% annually through 2030.Alphabet is also gaining ground in cloud computing. Google Cloud Platform held a 10% market share in cloud infrastructure and platform services in the first quarter, up from 8% last year, and its expertise in AI could be a significant growth driver in the coming years. Alphabet may not have a viral application like ChatGPT yet, but experts have recognized the company as a leader in AI infrastructure, conversational AI platforms, and AI-powered document analytics. That bodes well for the company because the AI software market could grow as fast as 42% annually through 2030, and the broader cloud computing market is expected to grow at 14% annually through the end of the decade.Here's the bottom line: Alphabet has a strong competitive position in digital advertising and cloud computing, two markets expected to grow at 14% annually through the end of the decade. Shares currently trade at a reasonable 5.1 times sales, but if Alphabet grows revenue at 10% annually over the next decade -- a conservative estimate given its annualized revenue growth of 19% over the last five years -- its market cap could reach $2 trillion while its valuation multiple falls to an even more reasonable 2.7 times sales.Of course, Alphabet may grow revenue more quickly than 10% annually given its strong presence in several quickly expanding markets, so its market cap could top $2 trillion long before 2033.","news_type":1},"isVote":1,"tweetType":1,"viewCount":123,"authorTweetTopStatus":1,"verified":2,"comments":[{"author":{"id":"3575712158925738","authorId":"3575712158925738","name":"JP24","avatar":"https://static.laohu8.com/default-avatar.jpg","crmLevel":2,"crmLevelSwitch":0,"idStr":"3575712158925738","authorIdStr":"3575712158925738"},"content":"We don't even know whether what will happen tomorrow.. and still predict 10 years from now.","text":"We don't even know whether what will happen tomorrow.. and still predict 10 years from now.","html":"We don't even know whether what will happen tomorrow.. and still predict 10 years from now."}],"imageCount":0,"langContent":"EN","totalScore":0},{"id":9957033130,"gmtCreate":1676726978821,"gmtModify":1676726983422,"author":{"id":"3584079457608282","authorId":"3584079457608282","name":"FGP","avatar":"https://community-static.tradeup.com/news/4f96275867e9fcc09f90747c0edcd143","crmLevel":9,"crmLevelSwitch":1,"followedFlag":false,"idStr":"3584079457608282","authorIdStr":"3584079457608282"},"themes":[],"htmlText":"Bulls will come back on 21Feb 🙏","listText":"Bulls will come back on 21Feb 🙏","text":"Bulls will come back on 21Feb 🙏","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":11,"commentSize":1,"repostSize":0,"link":"https://ttm.financial/post/9957033130","repostId":"1100725481","repostType":4,"repost":{"id":"1100725481","kind":"news","weMediaInfo":{"introduction":"Providing stock market headlines, business news, financials and earnings ","home_visible":1,"media_name":"Tiger Newspress","id":"1079075236","head_image":"https://static.tigerbbs.com/8274c5b9d4c2852bfb1c4d6ce16c68ba"},"pubTimestamp":1676779312,"share":"https://ttm.financial/m/news/1100725481?lang=&edition=fundamental","pubTime":"2023-02-19 12:01","market":"us","language":"en","title":"Reminder: U.S. Market Will Be Closed for Washington's Birthday on Monday, Feb. 20, 2023","url":"https://stock-news.laohu8.com/highlight/detail?id=1100725481","media":"Tiger Newspress","summary":"Washington's Birthday (Presidents Day) is around the corner. The U.S. market will be closed on Monda","content":"<html><head></head><body><p>Washington&#39;s Birthday (Presidents Day) is around the corner. The U.S. market will be closed on Monday, February 20, 2023. Please take note of the trading arrangements during the holiday period and make the necessary preparations in advance.</p><p><b>About Presidents&#39; Day</b></p><p><b>Presidents&#39; Day</b>, also called <b>Washington&#39;s Birthday</b> at the federal governmental level, is a holiday in the United States celebrated on the third Monday of February to honor all people who served as presidents of the United States and, since 1879, has been the federal holiday honoring George Washington, who led the Continental Army to victory in the American Revolutionary War, presided at the Constitutional Convention of 1787, and was the first U.S. president.</p><p class=\"t-img-caption\"><img src=\"https://static.tigerbbs.com/9f9465ca4610b5c38f13638edda32b36\" tg-width=\"1024\" tg-height=\"576\" referrerpolicy=\"no-referrer\"/><span>George Washington with Flag</span></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>Reminder: U.S. Market Will Be Closed for Washington's Birthday on Monday, Feb. 20, 2023</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\">\nReminder: U.S. Market Will Be Closed for Washington's Birthday on Monday, Feb. 20, 2023\n</h2>\n\n<h4 class=\"meta\">\n\n\n<a class=\"head\" href=\"https://laohu8.com/wemedia/1079075236\">\n\n\n<div class=\"h-thumb\" style=\"background-image:url(https://static.tigerbbs.com/8274c5b9d4c2852bfb1c4d6ce16c68ba);background-size:cover;\"></div>\n\n<div class=\"h-content\">\n<p class=\"h-name\">Tiger Newspress </p>\n<p class=\"h-time\">2023-02-19 12:01</p>\n</div>\n\n</a>\n\n\n</h4>\n\n</header>\n<article>\n<html><head></head><body><p>Washington&#39;s Birthday (Presidents Day) is around the corner. The U.S. market will be closed on Monday, February 20, 2023. Please take note of the trading arrangements during the holiday period and make the necessary preparations in advance.</p><p><b>About Presidents&#39; Day</b></p><p><b>Presidents&#39; Day</b>, also called <b>Washington&#39;s Birthday</b> at the federal governmental level, is a holiday in the United States celebrated on the third Monday of February to honor all people who served as presidents of the United States and, since 1879, has been the federal holiday honoring George Washington, who led the Continental Army to victory in the American Revolutionary War, presided at the Constitutional Convention of 1787, and was the first U.S. president.</p><p class=\"t-img-caption\"><img src=\"https://static.tigerbbs.com/9f9465ca4610b5c38f13638edda32b36\" tg-width=\"1024\" tg-height=\"576\" referrerpolicy=\"no-referrer\"/><span>George Washington with Flag</span></p></body></html>\n\n</article>\n</div>\n</body>\n</html>\n","type":0,"thumbnail":"","relate_stocks":{".DJI":"道琼斯",".IXIC":"NASDAQ Composite",".SPX":"S&P 500 Index"},"source_url":"","is_english":true,"share_image_url":"https://static.laohu8.com/e9f99090a1c2ed51c021029395664489","article_id":"1100725481","content_text":"Washington's Birthday (Presidents Day) is around the corner. The U.S. market will be closed on Monday, February 20, 2023. Please take note of the trading arrangements during the holiday period and make the necessary preparations in advance.About Presidents' DayPresidents' Day, also called Washington's Birthday at the federal governmental level, is a holiday in the United States celebrated on the third Monday of February to honor all people who served as presidents of the United States and, since 1879, has been the federal holiday honoring George Washington, who led the Continental Army to victory in the American Revolutionary War, presided at the Constitutional Convention of 1787, and was the first U.S. president.George Washington with Flag","news_type":1},"isVote":1,"tweetType":1,"viewCount":116,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"EN","totalScore":0}],"lives":[]}