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rongshao
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2022-02-06
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2022-01-05
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rongshao
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2022-01-05
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After Strong Q4 Deliveries, Does Tesla's Growth Hinge On These 2 Factors?
After Tesla Inc.'s strong fourth-quarter deliveries,the question in everyone's mind is whether the e
After Strong Q4 Deliveries, Does Tesla's Growth Hinge On These 2 Factors?
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2021-12-30
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2021-08-01
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2021-05-19
Wat capability japan hv in chip production?
Japan to boost spending to promote local chip production -Nikkei
TOKYO, May 19 (Reuters) - Japan is planning to increase spending to ramp up local production of adva
Japan to boost spending to promote local chip production -Nikkei
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John Murphy maintained a Neutral rating and a $1,200 price target for Tesla shares.</p><p><b>The Tesla Thesis:</b>Tesla's deliveries and production increased 71% and 70%, respectively year-over-year, but sequentially, the rate is less pronounced at 28% and 29%, Murphy said in a note.</p><p>Earlier this year, Tesla seemed to halt plans to add incremental capacity at its Gigafactory Shanghai, although reasons are less clear, the analyst said. The company has also pushed back the production start timeline for both its Cybertruck and Semi to 2022 from 2021, the analyst noted. This may have been due to supply constraints.</p><p>Going forward, Tesla's ability to drive accelerated growth will depend on its ability to introduce refreshed or all-new products and build out capacity, Murphy said. This, according to the analyst, may require incremental capital.</p><p>Many newer EV entrants are attempting to replicate Tesla's success by raising external capital to fund technology investment, product development, capacity installation, and other business initiatives, BofA said.</p><p>Combined with a significant ramp in efforts from incumbent automakers such as <b>General Motor Company</b> and <b>Volkswagen AG</b>, this dynamic is resulting in a competitive environment that is increasingly fierce, the firm said. This represents a risk for Tesla.</p><p>"TSLA does have a first-mover advantage in the EV revolution, but it is unclear whether the company will be dominant over the longer-term," Murphy said.</p><p>Nevertheless, as long as the company can keep funding outsized growth, with almost no-cost capital driving capacity expansion, its high stock price will be justified, the analyst said.</p><p><b>TSLA Price Action:</b>Tesla closed down 4.2% at $1,149.59.</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>After Strong Q4 Deliveries, Does Tesla's Growth Hinge On These 2 Factors?</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\">\nAfter Strong Q4 Deliveries, Does Tesla's Growth Hinge On These 2 Factors?\n</h2>\n\n<h4 class=\"meta\">\n\n\n<div class=\"head\" \">\n\n\n<div class=\"h-thumb\" style=\"background-image:url(https://static.tigerbbs.com/d08bf7808052c0ca9deb4e944cae32aa);background-size:cover;\"></div>\n\n<div class=\"h-content\">\n<p class=\"h-name\">Benzinga </p>\n<p class=\"h-time\">2022-01-05 08:12</p>\n</div>\n\n</div>\n\n\n</h4>\n\n</header>\n<article>\n<html><head></head><body><p>After <b>Tesla Inc.'s</b> strong fourth-quarter deliveries,the question in everyone's mind is whether the electric vehicle maker can maintain the scorching pace of growth amid supply constraints and intensifying competition.</p><p><b>The Tesla Analyst:</b>BofA Securities analyst John Murphy maintained a Neutral rating and a $1,200 price target for Tesla shares.</p><p><b>The Tesla Thesis:</b>Tesla's deliveries and production increased 71% and 70%, respectively year-over-year, but sequentially, the rate is less pronounced at 28% and 29%, Murphy said in a note.</p><p>Earlier this year, Tesla seemed to halt plans to add incremental capacity at its Gigafactory Shanghai, although reasons are less clear, the analyst said. The company has also pushed back the production start timeline for both its Cybertruck and Semi to 2022 from 2021, the analyst noted. This may have been due to supply constraints.</p><p>Going forward, Tesla's ability to drive accelerated growth will depend on its ability to introduce refreshed or all-new products and build out capacity, Murphy said. This, according to the analyst, may require incremental capital.</p><p>Many newer EV entrants are attempting to replicate Tesla's success by raising external capital to fund technology investment, product development, capacity installation, and other business initiatives, BofA said.</p><p>Combined with a significant ramp in efforts from incumbent automakers such as <b>General Motor Company</b> and <b>Volkswagen AG</b>, this dynamic is resulting in a competitive environment that is increasingly fierce, the firm said. This represents a risk for Tesla.</p><p>"TSLA does have a first-mover advantage in the EV revolution, but it is unclear whether the company will be dominant over the longer-term," Murphy said.</p><p>Nevertheless, as long as the company can keep funding outsized growth, with almost no-cost capital driving capacity expansion, its high stock price will be justified, the analyst said.</p><p><b>TSLA Price Action:</b>Tesla closed down 4.2% at $1,149.59.</p></body></html>\n\n</article>\n</div>\n</body>\n</html>\n","type":0,"thumbnail":"","relate_stocks":{"TSLA":"特斯拉"},"source_url":"","is_english":true,"share_image_url":"https://static.laohu8.com/e9f99090a1c2ed51c021029395664489","article_id":"1172288917","content_text":"After Tesla Inc.'s strong fourth-quarter deliveries,the question in everyone's mind is whether the electric vehicle maker can maintain the scorching pace of growth amid supply constraints and intensifying competition.The Tesla Analyst:BofA Securities analyst John Murphy maintained a Neutral rating and a $1,200 price target for Tesla shares.The Tesla Thesis:Tesla's deliveries and production increased 71% and 70%, respectively year-over-year, but sequentially, the rate is less pronounced at 28% and 29%, Murphy said in a note.Earlier this year, Tesla seemed to halt plans to add incremental capacity at its Gigafactory Shanghai, although reasons are less clear, the analyst said. The company has also pushed back the production start timeline for both its Cybertruck and Semi to 2022 from 2021, the analyst noted. This may have been due to supply constraints.Going forward, Tesla's ability to drive accelerated growth will depend on its ability to introduce refreshed or all-new products and build out capacity, Murphy said. This, according to the analyst, may require incremental capital.Many newer EV entrants are attempting to replicate Tesla's success by raising external capital to fund technology investment, product development, capacity installation, and other business initiatives, BofA said.Combined with a significant ramp in efforts from incumbent automakers such as General Motor Company and Volkswagen AG, this dynamic is resulting in a competitive environment that is increasingly fierce, the firm said. This represents a risk for Tesla.\"TSLA does have a first-mover advantage in the EV revolution, but it is unclear whether the company will be dominant over the longer-term,\" Murphy said.Nevertheless, as long as the company can keep funding outsized growth, with almost no-cost capital driving capacity expansion, its high stock price will be justified, the analyst said.TSLA Price Action:Tesla closed down 4.2% at $1,149.59.","news_type":1,"symbols_score_info":{"TSLA":0.9}},"isVote":1,"tweetType":1,"viewCount":3647,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"EN","totalScore":0},{"id":9003067752,"gmtCreate":1640827657350,"gmtModify":1676533545465,"author":{"id":"3555504670970232","authorId":"3555504670970232","name":"rongshao","avatar":"https://static.itradeup.com/news/7ab79a8718e65a20379abe0f8e66cd1f","crmLevel":12,"crmLevelSwitch":0,"followedFlag":false,"idStr":"3555504670970232","authorIdStr":"3555504670970232"},"themes":[],"htmlText":"Nice","listText":"Nice","text":"Nice","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":5,"commentSize":0,"repostSize":0,"link":"https://ttm.financial/post/9003067752","repostId":"1112468184","repostType":4,"isVote":1,"tweetType":1,"viewCount":3195,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"EN","totalScore":0},{"id":802443653,"gmtCreate":1627799453572,"gmtModify":1703496072761,"author":{"id":"3555504670970232","authorId":"3555504670970232","name":"rongshao","avatar":"https://static.itradeup.com/news/7ab79a8718e65a20379abe0f8e66cd1f","crmLevel":12,"crmLevelSwitch":0,"followedFlag":false,"idStr":"3555504670970232","authorIdStr":"3555504670970232"},"themes":[],"htmlText":"Ok","listText":"Ok","text":"Ok","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":5,"commentSize":0,"repostSize":0,"link":"https://ttm.financial/post/802443653","repostId":"1147877145","repostType":4,"isVote":1,"tweetType":1,"viewCount":3307,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"EN","totalScore":0},{"id":194570123,"gmtCreate":1621389326762,"gmtModify":1704356819574,"author":{"id":"3555504670970232","authorId":"3555504670970232","name":"rongshao","avatar":"https://static.itradeup.com/news/7ab79a8718e65a20379abe0f8e66cd1f","crmLevel":12,"crmLevelSwitch":0,"followedFlag":false,"idStr":"3555504670970232","authorIdStr":"3555504670970232"},"themes":[],"htmlText":"Wat capability japan hv in chip production?","listText":"Wat capability japan hv in chip production?","text":"Wat capability japan hv in chip production?","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":3,"commentSize":0,"repostSize":0,"link":"https://ttm.financial/post/194570123","repostId":"2136106994","repostType":4,"repost":{"id":"2136106994","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":1621383322,"share":"https://ttm.financial/m/news/2136106994?lang=&edition=fundamental","pubTime":"2021-05-19 08:15","market":"other","language":"en","title":"Japan to boost spending to promote local chip production -Nikkei","url":"https://stock-news.laohu8.com/highlight/detail?id=2136106994","media":"Reuters","summary":"TOKYO, May 19 (Reuters) - Japan is planning to increase spending to ramp up local production of adva","content":"<p>TOKYO, May 19 (Reuters) - Japan is planning to increase spending to ramp up local production of advanced semiconductors and batteries under this year's growth agenda, the Nikkei newspaper reported.</p><p>Under the draft growth blueprint set to be finalised as early as June, the government will also promote large-scale investment to develop batteries for electric vehicles, the paper said on Wednesday, without citing sources.</p><p>The plan would underscore Tokyo's concern over a global chip supply shortage that has caused output disruptions in Japanese automakers and threatens to hurt an export-reliant economy.</p><p>In the growth strategy, the government will pledge to expand a current 200 billion-yen ($1.84 billion) fund to support the domestic chipmaking industry and help boost output of advanced semiconductors, the paper said.</p><p>The plan would focus on efforts to promote capital expenditure, such as by inviting U.S. manufacturers to invest in Japan so the two countries can strengthen chip supply chains, the Nikkei said.</p><p>The draft strategy also calls for Japan to hold a 40% global share in next-generation power semiconductors, used in electric vehicles and other applications, by the end of the decade.</p><p>The growth strategy serves as a key platform for government efforts to boost Japan's long-term growth and competitiveness.</p>","collect":0,"html":"<!DOCTYPE html>\n<html>\n<head>\n<meta http-equiv=\"Content-Type\" content=\"text/html; charset=utf-8\" />\n<meta name=\"viewport\" content=\"width=device-width,initial-scale=1.0,minimum-scale=1.0,maximum-scale=1.0,user-scalable=no\"/>\n<meta name=\"format-detection\" content=\"telephone=no,email=no,address=no\" />\n<title>Japan to boost spending to promote local chip production -Nikkei</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\">\nJapan to boost spending to promote local chip production -Nikkei\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\">2021-05-19 08:15</p>\n</div>\n\n</a>\n\n\n</h4>\n\n</header>\n<article>\n<p>TOKYO, May 19 (Reuters) - Japan is planning to increase spending to ramp up local production of advanced semiconductors and batteries under this year's growth agenda, the Nikkei newspaper reported.</p><p>Under the draft growth blueprint set to be finalised as early as June, the government will also promote large-scale investment to develop batteries for electric vehicles, the paper said on Wednesday, without citing sources.</p><p>The plan would underscore Tokyo's concern over a global chip supply shortage that has caused output disruptions in Japanese automakers and threatens to hurt an export-reliant economy.</p><p>In the growth strategy, the government will pledge to expand a current 200 billion-yen ($1.84 billion) fund to support the domestic chipmaking industry and help boost output of advanced semiconductors, the paper said.</p><p>The plan would focus on efforts to promote capital expenditure, such as by inviting U.S. manufacturers to invest in Japan so the two countries can strengthen chip supply chains, the Nikkei said.</p><p>The draft strategy also calls for Japan to hold a 40% global share in next-generation power semiconductors, used in electric vehicles and other applications, by the end of the decade.</p><p>The growth strategy serves as a key platform for government efforts to boost Japan's long-term growth and competitiveness.</p>\n\n</article>\n</div>\n</body>\n</html>\n","type":0,"thumbnail":"","relate_stocks":{},"is_english":true,"share_image_url":"https://static.laohu8.com/e9f99090a1c2ed51c021029395664489","article_id":"2136106994","content_text":"TOKYO, May 19 (Reuters) - Japan is planning to increase spending to ramp up local production of advanced semiconductors and batteries under this year's growth agenda, the Nikkei newspaper reported.Under the draft growth blueprint set to be finalised as early as June, the government will also promote large-scale investment to develop batteries for electric vehicles, the paper said on Wednesday, without citing sources.The plan would underscore Tokyo's concern over a global chip supply shortage that has caused output disruptions in Japanese automakers and threatens to hurt an export-reliant economy.In the growth strategy, the government will pledge to expand a current 200 billion-yen ($1.84 billion) fund to support the domestic chipmaking industry and help boost output of advanced semiconductors, the paper said.The plan would focus on efforts to promote capital expenditure, such as by inviting U.S. manufacturers to invest in Japan so the two countries can strengthen chip supply chains, the Nikkei said.The draft strategy also calls for Japan to hold a 40% global share in next-generation power semiconductors, used in electric vehicles and other applications, by the end of the decade.The growth strategy serves as a key platform for government efforts to boost Japan's long-term growth and competitiveness.","news_type":1,"symbols_score_info":{}},"isVote":1,"tweetType":1,"viewCount":3364,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"EN","totalScore":0}],"defaultTab":"posts","isTTM":true}