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2021-06-06

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2021-08-13

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Foxconn's car-making landscape emerges

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09:01","market":"hk","language":"zh","title":"Foxconn's car-making landscape emerges","url":"https://stock-news.laohu8.com/highlight/detail?id=2164805312","media":"汽车商业评论","summary":"“苹果汽车就是带了四个轮子的iPhone，既然我们可以生产iPhone，自然也能生产电动车。”这是富士康创始人、前董事长郭台铭不止一次在公司的内部会议上说的话。\n富士康是世界上最大的消费电子代工商、苹","content":"<p>\"Apple cars are iPhones with four wheels. Since we can produce iPhones, we can naturally produce electric cars.\" This is what Foxconn founder and former chairman Terry Gou said more than once at the company's internal meetings.</p><p>Foxconn is the world's largest consumer electronics foundry and Apple's largest supplier. It has long dreamed of building cars.</p><p>In 2014, Terry Gou launched an electric vehicle project code-named \"A-Fu Initiative\". The project was not announced to the outside world at that time, and a precision instrument team of Foxconn was in charge.</p><p>A person familiar with the plan said that Guo Taiming promised to give shares to each project member as a reward if the project was successful.</p><p>Unfortunately, the A-Fu Initiative is only a flash in the pan, and building a car is still much more complicated than expected.</p><p>But Foxconn's heart of building cars has never changed.</p><p>Today, the automotive industry is at a critical juncture for a makeover. The pyramid supply chain model with automobile manufacturers at the top and suppliers at the bottom has become rigid. The company is re-pushing the development of electric vehicles.</p><p>Will it be more successful this time around?</p><p><b>An electric car is an iPhone with four wheels</b></p><p>Liu Yangwei, who succeeded Terry Gou two years ago, promised that by 2025, 5% of the world's electric vehicles will feature Foxconn designs, components, mechanical parts or software.</p><p>But the company's ambitions don't stop there.</p><p>It has announced plans to build factories in the United States and Thailand to assemble complete vehicles, and is siting in Europe for automobile manufacturing.</p><p>At the same time, Foxconn has changed its role to an advocate of electric vehicles, developing new technologies and setting new standards for electric vehicles to challenge traditional automakers.</p><p>On the one hand, Foxconn's electric vehicle progress bar is accelerating, while on the other hand, the profits of consumer electronics products are declining.</p><p>In 2020, Foxconn's sales grew just 0.3%, and its net income has been shrinking since 2017. If the company is to increase its gross profit margin from the current 6% to the target of 10%, electric vehicles are a crucial link.</p><p>The market's frenzy for electric vehicles sent Foxconn's stock price hitting a four-year high in March 2021, and the stock price has risen more than 15% since the beginning of the year.</p><p>If its electric vehicle operation fails again this time, the risk will be great.</p><p><img src=\"https://static.tigerbbs.com/1169239b354b79e8ad7b1dfb02d52502\" tg-width=\"480\" tg-height=\"691\" referrerpolicy=\"no-referrer\" width=\"100%\" height=\"auto\"></p><p><h2></h2>Foxconn's subsidiary is already working on<a href=\"https://laohu8.com/S/TSLA\">Tesla</a>Traditional and electric vehicle manufacturers such as BMW, BMW provide electronics, including dashboard displays, printed circuit boards, and a range of mechanical and plastic components.</p><p>In order to expand its product lineup and include more technologies, Liu Yangwei has signed a series of supply agreements and technology development partnerships over the past year and a half.</p><p>For example, it established a joint venture with Stellantis, the parent company of Fiat Chrysler and the world's fourth largest automaker, to develop the Internet of Vehicles<a href=\"https://laohu8.com/S/5RE.SI\">smart</a>Cockpit software,</p><p>Another example is the establishment of a joint venture with Geely to sell and sell intelligent drive systems, software platforms and even vehicle manufacturing and consulting services.<img src=\"https://static.tigerbbs.com/f56022d0d49f0e245f73086c7f7fe979\" tg-width=\"480\" tg-height=\"894\" referrerpolicy=\"no-referrer\" width=\"100%\" height=\"auto\">Foxconn has been trying to improve its professional skills in software. For a company famous for its hardware capabilities, it has no advantage in software.</p><p>In early August, the company acquired a semiconductor factory in Taiwan to gain more control over the supply of electric vehicle chips.</p><p><b>Bringing down the supply pyramid</b></p><p>Foxconn expects that excluding display panels for automotive telematics, the company's revenue from auto parts may exceed NT $10 billion (US $361 million) in 2021.</p><p>That's insignificant for a manufacturing empire with annual revenues of more than NT $5 trillion, but it's up 40% year-on-year, the company said.</p><p>\"The current revenue is mainly from mechanical and plastic components, but we will expand to the system and module level and start complete vehicle manufacturing in the near future.\" Liu Yangwei said at an investor conference in August.<img src=\"https://static.tigerbbs.com/e4036fce5a3fbbe501b41c7612b3e7d8\" tg-width=\"550\" tg-height=\"321\" referrerpolicy=\"no-referrer\" width=\"100%\" height=\"auto\">For decades, traditional car companies have invested heavily in engines, gearboxes and complex drivetrains, but now they have become an obstacle to entering the electric vehicle market, giving electric vehicle start-ups the opportunity to blossom everywhere.</p><p>Foxconn plans to replace the traditional first-tier suppliers and provide vehicle manufacturing services for new brands such as Fisker and BYTON, and Taiwan Province Yulon and other brands that hope to transform into old brands.</p><p>Different from the solidified traditional automobile market, the electric vehicle market is constantly experiencing an influx of new people.</p><p>Electronics manufacturer Xiaomi plans to launch smart electric vehicles by 2024. Internet giant<a href=\"https://laohu8.com/S/BIDU\">Baidu</a>Has a joint venture with Geely and plans to do the same.</p><p>More than 60% of the world's iPhones are assembled by Foxconn, which is widely believed to be the best candidate to produce Apple cars.</p><p>Currently, its fortunes are tied to several start-ups, and emerging automakers are more willing to work with emerging suppliers than established players.</p><p>On October 16, 2020, Foxconn demonstrated the interactive dashboard of the electric vehicle open platform framework at the HHTD Forum in Taipei ▼</p><p><img src=\"https://static.tigerbbs.com/b113d47c48d4ef2184c2b18fec0ddefa\" tg-width=\"550\" tg-height=\"367\" referrerpolicy=\"no-referrer\" width=\"100%\" height=\"auto\">Foxconn takes the lead in breaking down the pyramid of the traditional automotive supply chain.</p><p>In October 2020, Liu Yangwei launched the \"Open Electric Vehicle Alliance\" composed of software and hardware companies in the automotive industry. The MIH Alliance, MIH stands for \"Mobility in Harmony\", aims to set industry standards and develop \"kits\" that combine hardware and software for use by electric vehicle manufacturers, thereby reducing the development time and cost of new vehicles.</p><p>The alliance has attracted more than 1,800 companies, including<a href=\"https://laohu8.com/S/QCOM\">Qualcomm</a>、<a href=\"https://laohu8.com/S/MSFT\">Microsoft</a>And the world's largest battery manufacturer<a href=\"https://laohu8.com/S/300750\">Ningde era</a>。</p><p>Honghua, a joint venture between Foxconn and Yulon Motors, has designed an electric bus prototype for a Taiwanese transport operator using the MIH platform and will hit the road next year.</p><p>\"What MIH is going to do is build a similar chain of partners, just like traditional automakers build their supply chains,\" said Shinpei Kato, founder and CTO of Japanese autonomous driving software startup Tier IV. Tier IV is a key member of the consortium.</p><p>He added: \"In the traditional supply chain, only the automakers at the top of the pyramid have decision-making power. Things are different now.\"</p><p>In electric vehicles, key components such as motors and batteries are controlled by software, which is different from the mechanical engine at the top of the pyramid.</p><p>This suggests that components can be packaged into larger modules and integrated as subsystems, making them easier to assemble, just like today's smartphone development and production, possibly giving suppliers more say.</p><p>\"The participating companies can make decisions together.\" \"We may no longer need traditional auto giants to produce electric vehicles,\" Xinpei said.</p><p>Kato Nobui, founder and CTO of Japanese autonomous driving software startup Tier IV ▼</p><p><img src=\"https://static.tigerbbs.com/7fb5debe80f21ca6381a4c745b80e576\" tg-width=\"550\" tg-height=\"310\" referrerpolicy=\"no-referrer\" width=\"100%\" height=\"auto\"></p><p>There are questions about how MIH will evolve, how ultimately it will benefit Foxconn, and how much.</p><p>\"Parts suppliers can enter the electric vehicle supply chain faster through the MIH Alliance, and Foxconn can also acquire more suppliers to strengthen its competitiveness in the electric vehicle industry.\"</p><p>Chiu Shih-fang, an automotive electronics analyst at the Taiwan Economic Research Institute (TIER), who has long followed Foxconn, said, \"Whether MIH can work or not still depends on the real technical capabilities of the supplier.\"</p><p>MIH registered as a nonprofit foundation in August, meaning it no longer belongs to Foxconn and its members are not subordinate to the company.</p><p><b>Friend and enemy</b></p><p>As the automotive supply chain pyramid falls apart, it remains to be seen who Foxconn's partners and rivals will be.</p><p>Foxconn is not the only technology company that wants to seize the electrification trend of the automotive industry. Each technology company has its own exclusive position in the electric vehicle supply chain.</p><p>Nidec announced in July that it was in talks with Foxconn to form a joint venture in 2022.</p><p>The company is the largest motor manufacturer in the world, and its products are used in most fields such as computers, smartphones, refrigerators, etc. It aims to supply 45% of electric vehicle motors by 2030.</p><p>Quanta Computer and Pegatron have been supplying electronic control units to traditional and electric vehicle manufacturers.</p><p>Delta Electronics, the world's leading provider of power management solutions, has been focusing on providing power, charging, heat dissipation and motor management systems for electric vehicles for more than ten years.</p><p>Although none of these companies have shown Foxconn-like vehicle manufacturing ambitions. But South Korean giant LG Electronics has been deepening its relationship with Magna. Their joint venture is also a favourite to build an Apple car.</p><p>Open platform framework for electric vehicles ▼</p><p><img src=\"https://static.tigerbbs.com/787d5198bb81a344b2709acac6f645ae\" tg-width=\"550\" tg-height=\"367\" referrerpolicy=\"no-referrer\" width=\"100%\" height=\"auto\">Meanwhile, legacy automakers at the top of the old pyramid remain unshakable, and not just because of their brand awareness. They also possess skills and experience that others have difficulty replicating.</p><p>Building an electric car may be simpler than building a traditional car, but it must be more complicated than building an iPhone. There are at least 10 times more parts, and its safety performance requirements are much higher than those of mobile phones. After all, car safety is a matter of life and death.</p><p>\"How many pairs of eyes are staring at Foxconn's electric vehicle process, they may think that Foxconn doesn't understand how the industry works,\" said Sanshiro Fukao, a senior researcher at ITOCHU Research Institute.</p><p>He said: \"An automobile manufacturer has the ability to assemble parts together and ensure their safety. Foxconn may think that it can gain this ability by recruiting all the secondary suppliers on its own side. It is wrong to think so.\"</p><p>Foxconn: If you can build an iPhone, you can build an electric car ▼<img src=\"https://static.tigerbbs.com/827b8eae1b9907a0abdbca563973d5f7\" tg-width=\"550\" tg-height=\"367\" referrerpolicy=\"no-referrer\" width=\"100%\" height=\"auto\">Other analysts who are conservative about Foxconn believe that the development cycle of automobiles is much longer than that of consumer electronics products, and the construction of automobile production lines is different.</p><p>Raymond Tsang, a partner at consulting firm Bain in Shanghai, pointed out that there are more personalized customization options for cars. Customers can order specific colors, interiors, optional packages, etc., so compared with standardized smartphone assembly, cars built on the production line have to meet many unique specifications.</p><p>Qiu Shifang of TIER said that the automobile industry has experienced a transition from old technology to new technology, and there is still a lot of room to win.</p><p>She said: \"The era of electric vehicles has created new possibilities. The ways of making cars are different, and there are various business models. Both old brands and new brands will find their place. The market will be big enough to accommodate all the participants.\"</p><p>Soumen Mandal, research analyst for automotive and emerging technologies at Counterpoint Research, said, \"The cooperation agreement, especially with Stellantis, Geely and Fisker, will help Foxconn gain experience in automotive production, gain economies of scale, and ensure the safety of components such as batteries.\"</p><p>He said: \"With this wealth, the products Foxconn wants to launch must be first-class in order to establish a good reputation and gain the trust of big customers, including Apple.\"</p>","source":"sina_tech","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>Foxconn's car-making landscape emerges</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: 12.5px; color: #7E829C; margin: 0;}\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\">\nFoxconn's car-making landscape emerges\n</h2>\n<h4 class=\"meta\">\n<p class=\"head\">\n<strong class=\"h-name small\">汽车商业评论</strong><span class=\"h-time small\">2021-09-05 09:01</span>\n</p>\n</h4>\n</header>\n<article>\n<p>\"Apple cars are iPhones with four wheels. Since we can produce iPhones, we can naturally produce electric cars.\" This is what Foxconn founder and former chairman Terry Gou said more than once at the company's internal meetings.</p><p>Foxconn is the world's largest consumer electronics foundry and Apple's largest supplier. It has long dreamed of building cars.</p><p>In 2014, Terry Gou launched an electric vehicle project code-named \"A-Fu Initiative\". The project was not announced to the outside world at that time, and a precision instrument team of Foxconn was in charge.</p><p>A person familiar with the plan said that Guo Taiming promised to give shares to each project member as a reward if the project was successful.</p><p>Unfortunately, the A-Fu Initiative is only a flash in the pan, and building a car is still much more complicated than expected.</p><p>But Foxconn's heart of building cars has never changed.</p><p>Today, the automotive industry is at a critical juncture for a makeover. The pyramid supply chain model with automobile manufacturers at the top and suppliers at the bottom has become rigid. The company is re-pushing the development of electric vehicles.</p><p>Will it be more successful this time around?</p><p><b>An electric car is an iPhone with four wheels</b></p><p>Liu Yangwei, who succeeded Terry Gou two years ago, promised that by 2025, 5% of the world's electric vehicles will feature Foxconn designs, components, mechanical parts or software.</p><p>But the company's ambitions don't stop there.</p><p>It has announced plans to build factories in the United States and Thailand to assemble complete vehicles, and is siting in Europe for automobile manufacturing.</p><p>At the same time, Foxconn has changed its role to an advocate of electric vehicles, developing new technologies and setting new standards for electric vehicles to challenge traditional automakers.</p><p>On the one hand, Foxconn's electric vehicle progress bar is accelerating, while on the other hand, the profits of consumer electronics products are declining.</p><p>In 2020, Foxconn's sales grew just 0.3%, and its net income has been shrinking since 2017. If the company is to increase its gross profit margin from the current 6% to the target of 10%, electric vehicles are a crucial link.</p><p>The market's frenzy for electric vehicles sent Foxconn's stock price hitting a four-year high in March 2021, and the stock price has risen more than 15% since the beginning of the year.</p><p>If its electric vehicle operation fails again this time, the risk will be great.</p><p><img src=\"https://static.tigerbbs.com/1169239b354b79e8ad7b1dfb02d52502\" tg-width=\"480\" tg-height=\"691\" referrerpolicy=\"no-referrer\" width=\"100%\" height=\"auto\"></p><p><h2></h2>Foxconn's subsidiary is already working on<a href=\"https://laohu8.com/S/TSLA\">Tesla</a>Traditional and electric vehicle manufacturers such as BMW, BMW provide electronics, including dashboard displays, printed circuit boards, and a range of mechanical and plastic components.</p><p>In order to expand its product lineup and include more technologies, Liu Yangwei has signed a series of supply agreements and technology development partnerships over the past year and a half.</p><p>For example, it established a joint venture with Stellantis, the parent company of Fiat Chrysler and the world's fourth largest automaker, to develop the Internet of Vehicles<a href=\"https://laohu8.com/S/5RE.SI\">smart</a>Cockpit software,</p><p>Another example is the establishment of a joint venture with Geely to sell and sell intelligent drive systems, software platforms and even vehicle manufacturing and consulting services.<img src=\"https://static.tigerbbs.com/f56022d0d49f0e245f73086c7f7fe979\" tg-width=\"480\" tg-height=\"894\" referrerpolicy=\"no-referrer\" width=\"100%\" height=\"auto\">Foxconn has been trying to improve its professional skills in software. For a company famous for its hardware capabilities, it has no advantage in software.</p><p>In early August, the company acquired a semiconductor factory in Taiwan to gain more control over the supply of electric vehicle chips.</p><p><b>Bringing down the supply pyramid</b></p><p>Foxconn expects that excluding display panels for automotive telematics, the company's revenue from auto parts may exceed NT $10 billion (US $361 million) in 2021.</p><p>That's insignificant for a manufacturing empire with annual revenues of more than NT $5 trillion, but it's up 40% year-on-year, the company said.</p><p>\"The current revenue is mainly from mechanical and plastic components, but we will expand to the system and module level and start complete vehicle manufacturing in the near future.\" Liu Yangwei said at an investor conference in August.<img src=\"https://static.tigerbbs.com/e4036fce5a3fbbe501b41c7612b3e7d8\" tg-width=\"550\" tg-height=\"321\" referrerpolicy=\"no-referrer\" width=\"100%\" height=\"auto\">For decades, traditional car companies have invested heavily in engines, gearboxes and complex drivetrains, but now they have become an obstacle to entering the electric vehicle market, giving electric vehicle start-ups the opportunity to blossom everywhere.</p><p>Foxconn plans to replace the traditional first-tier suppliers and provide vehicle manufacturing services for new brands such as Fisker and BYTON, and Taiwan Province Yulon and other brands that hope to transform into old brands.</p><p>Different from the solidified traditional automobile market, the electric vehicle market is constantly experiencing an influx of new people.</p><p>Electronics manufacturer Xiaomi plans to launch smart electric vehicles by 2024. Internet giant<a href=\"https://laohu8.com/S/BIDU\">Baidu</a>Has a joint venture with Geely and plans to do the same.</p><p>More than 60% of the world's iPhones are assembled by Foxconn, which is widely believed to be the best candidate to produce Apple cars.</p><p>Currently, its fortunes are tied to several start-ups, and emerging automakers are more willing to work with emerging suppliers than established players.</p><p>On October 16, 2020, Foxconn demonstrated the interactive dashboard of the electric vehicle open platform framework at the HHTD Forum in Taipei ▼</p><p><img src=\"https://static.tigerbbs.com/b113d47c48d4ef2184c2b18fec0ddefa\" tg-width=\"550\" tg-height=\"367\" referrerpolicy=\"no-referrer\" width=\"100%\" height=\"auto\">Foxconn takes the lead in breaking down the pyramid of the traditional automotive supply chain.</p><p>In October 2020, Liu Yangwei launched the \"Open Electric Vehicle Alliance\" composed of software and hardware companies in the automotive industry. The MIH Alliance, MIH stands for \"Mobility in Harmony\", aims to set industry standards and develop \"kits\" that combine hardware and software for use by electric vehicle manufacturers, thereby reducing the development time and cost of new vehicles.</p><p>The alliance has attracted more than 1,800 companies, including<a href=\"https://laohu8.com/S/QCOM\">Qualcomm</a>、<a href=\"https://laohu8.com/S/MSFT\">Microsoft</a>And the world's largest battery manufacturer<a href=\"https://laohu8.com/S/300750\">Ningde era</a>。</p><p>Honghua, a joint venture between Foxconn and Yulon Motors, has designed an electric bus prototype for a Taiwanese transport operator using the MIH platform and will hit the road next year.</p><p>\"What MIH is going to do is build a similar chain of partners, just like traditional automakers build their supply chains,\" said Shinpei Kato, founder and CTO of Japanese autonomous driving software startup Tier IV. Tier IV is a key member of the consortium.</p><p>He added: \"In the traditional supply chain, only the automakers at the top of the pyramid have decision-making power. Things are different now.\"</p><p>In electric vehicles, key components such as motors and batteries are controlled by software, which is different from the mechanical engine at the top of the pyramid.</p><p>This suggests that components can be packaged into larger modules and integrated as subsystems, making them easier to assemble, just like today's smartphone development and production, possibly giving suppliers more say.</p><p>\"The participating companies can make decisions together.\" \"We may no longer need traditional auto giants to produce electric vehicles,\" Xinpei said.</p><p>Kato Nobui, founder and CTO of Japanese autonomous driving software startup Tier IV ▼</p><p><img src=\"https://static.tigerbbs.com/7fb5debe80f21ca6381a4c745b80e576\" tg-width=\"550\" tg-height=\"310\" referrerpolicy=\"no-referrer\" width=\"100%\" height=\"auto\"></p><p>There are questions about how MIH will evolve, how ultimately it will benefit Foxconn, and how much.</p><p>\"Parts suppliers can enter the electric vehicle supply chain faster through the MIH Alliance, and Foxconn can also acquire more suppliers to strengthen its competitiveness in the electric vehicle industry.\"</p><p>Chiu Shih-fang, an automotive electronics analyst at the Taiwan Economic Research Institute (TIER), who has long followed Foxconn, said, \"Whether MIH can work or not still depends on the real technical capabilities of the supplier.\"</p><p>MIH registered as a nonprofit foundation in August, meaning it no longer belongs to Foxconn and its members are not subordinate to the company.</p><p><b>Friend and enemy</b></p><p>As the automotive supply chain pyramid falls apart, it remains to be seen who Foxconn's partners and rivals will be.</p><p>Foxconn is not the only technology company that wants to seize the electrification trend of the automotive industry. Each technology company has its own exclusive position in the electric vehicle supply chain.</p><p>Nidec announced in July that it was in talks with Foxconn to form a joint venture in 2022.</p><p>The company is the largest motor manufacturer in the world, and its products are used in most fields such as computers, smartphones, refrigerators, etc. It aims to supply 45% of electric vehicle motors by 2030.</p><p>Quanta Computer and Pegatron have been supplying electronic control units to traditional and electric vehicle manufacturers.</p><p>Delta Electronics, the world's leading provider of power management solutions, has been focusing on providing power, charging, heat dissipation and motor management systems for electric vehicles for more than ten years.</p><p>Although none of these companies have shown Foxconn-like vehicle manufacturing ambitions. But South Korean giant LG Electronics has been deepening its relationship with Magna. Their joint venture is also a favourite to build an Apple car.</p><p>Open platform framework for electric vehicles ▼</p><p><img src=\"https://static.tigerbbs.com/787d5198bb81a344b2709acac6f645ae\" tg-width=\"550\" tg-height=\"367\" referrerpolicy=\"no-referrer\" width=\"100%\" height=\"auto\">Meanwhile, legacy automakers at the top of the old pyramid remain unshakable, and not just because of their brand awareness. They also possess skills and experience that others have difficulty replicating.</p><p>Building an electric car may be simpler than building a traditional car, but it must be more complicated than building an iPhone. There are at least 10 times more parts, and its safety performance requirements are much higher than those of mobile phones. After all, car safety is a matter of life and death.</p><p>\"How many pairs of eyes are staring at Foxconn's electric vehicle process, they may think that Foxconn doesn't understand how the industry works,\" said Sanshiro Fukao, a senior researcher at ITOCHU Research Institute.</p><p>He said: \"An automobile manufacturer has the ability to assemble parts together and ensure their safety. Foxconn may think that it can gain this ability by recruiting all the secondary suppliers on its own side. It is wrong to think so.\"</p><p>Foxconn: If you can build an iPhone, you can build an electric car ▼<img src=\"https://static.tigerbbs.com/827b8eae1b9907a0abdbca563973d5f7\" tg-width=\"550\" tg-height=\"367\" referrerpolicy=\"no-referrer\" width=\"100%\" height=\"auto\">Other analysts who are conservative about Foxconn believe that the development cycle of automobiles is much longer than that of consumer electronics products, and the construction of automobile production lines is different.</p><p>Raymond Tsang, a partner at consulting firm Bain in Shanghai, pointed out that there are more personalized customization options for cars. Customers can order specific colors, interiors, optional packages, etc., so compared with standardized smartphone assembly, cars built on the production line have to meet many unique specifications.</p><p>Qiu Shifang of TIER said that the automobile industry has experienced a transition from old technology to new technology, and there is still a lot of room to win.</p><p>She said: \"The era of electric vehicles has created new possibilities. The ways of making cars are different, and there are various business models. Both old brands and new brands will find their place. The market will be big enough to accommodate all the participants.\"</p><p>Soumen Mandal, research analyst for automotive and emerging technologies at Counterpoint Research, said, \"The cooperation agreement, especially with Stellantis, Geely and Fisker, will help Foxconn gain experience in automotive production, gain economies of scale, and ensure the safety of components such as batteries.\"</p><p>He said: \"With this wealth, the products Foxconn wants to launch must be first-class in order to establish a good reputation and gain the trust of big customers, including Apple.\"</p>\n<div class=\"bt-text\">\n\n\n<p> source：<a href=\"https://tech.sina.cn/it/2021-09-04/detail-iktzscyx2191509.d.html?vt=4\">汽车商业评论</a></p>\n\n\n</div>\n</article>\n</div>\n</body>\n</html>\n","type":0,"thumbnail":"https://static.tigerbbs.com/68c0d089cb9044afdb542c4739789af1","relate_stocks":{"601138":"工业富联","AAPL":"苹果"},"source_url":"https://tech.sina.cn/it/2021-09-04/detail-iktzscyx2191509.d.html?vt=4","is_english":false,"share_image_url":"https://static.laohu8.com/e9f99090a1c2ed51c021029395664489","article_id":"2164805312","content_text":"“苹果汽车就是带了四个轮子的iPhone，既然我们可以生产iPhone，自然也能生产电动车。”这是富士康创始人、前董事长郭台铭不止一次在公司的内部会议上说的话。\n富士康是世界上最大的消费电子代工商、苹果的最大供应商，长期以来一直梦想着能制造汽车。\n2014年，郭台铭发起了一个代号为“A-Fu Initiative”的电动车项目。该项目彼时未向外界公布，由富士康的一个精密仪器团队负责。\n一位熟悉该计划的人士说，郭台铭承诺，如果项目成功，将给每一位项目成员发放股份作为奖励。\n可惜A-Fu Initiative只是昙花一现，造车还是比预期的要复杂得多。\n但富士康那颗造车的心从未改变。\n如今，汽车行业处于改头换面的关键节点。汽车制造商在最上层，下面是一层一层供应商的金字塔供应链模式已经僵化不堪。该公司又在重新推动电动汽车的发展。\n这一次它会更成功吗？\n电动车是有四个轮子的iPhone\n两年前接替郭台铭的刘扬伟承诺，到2025年，全球5%的电动汽车将采用富士康的设计、部件、机械零件或软件。\n但该公司的野心不止于此。\n它已宣布计划在美国和泰国建造工厂，进行整车组装，并正在欧洲选址用于汽车制造。\n同时，富士康已将自己的角色转换为电动车的倡导者，为电动车开发新技术、制定新标准，以挑战传统汽车制造商。\n一边富士康的电动车进度条在加快，另一边消费电子产品的利润在下降。\n2020年，富士康的销售额仅增长了0.3%，自2017年以来，净利润一直在萎缩。如果该公司要将其毛利率从目前的6%提高到目标的10%，电动车是至关重要的一环。\n市场对电动车的狂热让富士康的股价在2021年3月份创下四年来的新高，自年初以来，股价上涨超过15%。\n如果这一次它的电动车行动又折戟了，那风险就很大了。\n\n\n富士康的子公司已经在为特斯拉、宝马等传统和电动汽车制造商提供电子产品，产品包括仪表盘显示器、印刷电路板以及一系列的机械和塑料部件。\n为了扩大其产品阵容和网罗更多技术，刘扬伟在过去一年半的时间里签署了一系列供应协议和技术开发伙伴关系。\n比如，与菲亚特克莱斯勒的母公司、世界第四大汽车制造商Stellantis建立合资企业，为车联网开发智能座舱软件，\n又比如与吉利成立合资企业，销售与智能驱动系统、软件平台甚至整车制造和咨询服务。富士康一直在努力提高自己在软件方面的专业技能，对于一家以硬件能力闻名于世的公司来说，软件方面它不占优势。\n8月初，该公司在台湾收购了一家半导体工厂，以获得对电动汽车芯片供应的更多控制权。\n推倒供应金字塔\n富士康预计，除开用于汽车远程信息处理的显示面板，2021年该公司来自汽车零部件的收入可能超过100亿新台币（3.61亿美元）。\n该公司称，这对于一个年收入超过5万亿新台币的制造帝国来说微不足道，但它同比增长了40%。\n“目前的收入主要来自机械和塑料部件，但我们将扩大到系统和模块层面，并在不久的将来开始整车制造。”刘扬伟在8月份的投资者会议上说。几十年来，传统汽车公司在发动机、变速箱和复杂的动力传动系统方面进行了大量投资，如今反而成了进入电动车市场的阻碍，给了电动汽车初创企业遍地开花的机会。\n富士康计划取代传统的一级供应商，为菲斯克、拜腾等新品牌，台湾裕隆等希望转型老品牌提供整车制造服务。\n与固化的传统汽车市场不同，电动汽车市场不断有新人涌入。\n电子产品制造商小米计划在2024年前推出智能电动车。互联网巨头百度与吉利有一家合资企业，也计划做同样的事。\n全球60%以上的iPhone都是富士康组装的，人们普遍认为，富士康才是生产苹果汽车的最佳候选企业。\n目前，它的命运与几家初创企业紧密相连，与老牌企业相比，新兴汽车制造商更愿意与新兴的供应商合作。\n2020年10月16日，富士康在台北的HHTD论坛上展示了电动车开放平台框架的互动仪表板▼\n富士康带头要击垮传统汽车供应链的金字塔。\n2020年10月，刘扬伟发起了由汽车行业的软件和硬件公司组成的“开放电动车联盟”。MIH联盟，MIH代表 “Mobility in Harmony”（和谐出行），旨在制定行业标准，并开发硬件和软件相结合的“套件”，供电动车制造商使用，从而减少新车的开发时间和成本。\n该联盟已经吸引了1800多家公司，包括高通、微软和世界上最大的电池制造商宁德时代。\n富士康和裕隆汽车的合资公司鸿华已经使用MIH平台为台湾一家交通运营商设计了一个电动巴士原型，并将于明年上路。\n日本自动驾驶软件初创公司Tier IV的创始人兼首席技术官加藤·信培（Shinpei Kato）说：“MIH要做的是建立一个类似的合作伙伴链，就像传统汽车制造商建立他们的供应链一样。” Tier IV是该联盟的一个重要成员。\n他补充说：“在传统的供应链中，只有处于金字塔顶端的汽车制造商才具有决策权。现在情况不一样了。”\n在电动车中，电机和电池等关键部件是由软件控制的，与金字塔顶端以机械为主的发动机是两码事。\n这表明零部件可以打包成更大的模块，并作为子系统集成，使它们更容易组装，就像今天的智能手机开发和生产一样，可能会供应商更多的话语权。\n“参与的公司可以一起做出决定。” 信培说，“我们可能不再需要传统汽车巨头来生产电动汽车。”\n日本自动驾驶软件初创公司Tier IV的创始人兼首席技术官加藤·信培▼\n\n有人质疑MIH将如何发展，最终它将如何让富士康受益，以及受益多少。\n“零部件供应商可以通过MIH联盟更快地进入电动车供应链，而富士康也可以获得更多供应商，加强在电动车行业的竞争力。”\n长期跟踪富士康的台湾经济研究所（TIER）汽车电子分析师邱世方（Chiu Shih-fang）说，“MIH是否能发挥作用，仍取决于供应商的真正技术能力。”\nMIH在8月份注册成为非营利性基金会，这意味着它不再属于富士康，其成员也不从属于该公司。\n亦敌亦友\n随着汽车供应链金字塔的瓦解，富士康的合作伙伴和对手会是谁，还有待观察。\n富士康不是唯一想抓住汽车行业电气化风口的科技公司，每家科技企业在电动车供应链中都有自己专有的位置。\n日本电产在7月宣布，它正在与富士康谈判在2022年组建合资企业的事宜。\n该公司是世界上最大的电机制造商，它的产品应用于电脑、智能手机、冰箱等大部分领域。它的目标是到2030年供应45%的电动车电机。\n广达电脑和和硕公司一直在为传统汽车和电动汽车制造商提供电子控制单元。\n而世界领先的电源管理解决方案供应商台达电子，十几年来一直专注于为电动汽车提供电源、充电、散热和电机管理系统。\n虽然这些公司都没有表现出富士康般整车制造的野心。但是韩国巨头LG电子一直在深化与麦格纳的关系。他们的合资企业也是制造苹果汽车的热门人选。\n电动车开放平台框架▼\n与此同时，位于旧金字塔顶端的传统汽车制造商仍保持着不可动摇的地位，这不仅仅是因为他们的品牌知名度。它们还拥有他人难以复制的技能和经验。\n制造电动车可能比制造传统汽车更简单，但它一定比制造iPhone复杂。零部件至少多了10倍，而且它的安全性能要求比手机高得多，毕竟汽车安全是关乎生死的。\n“多少双眼睛都在盯着富士康的电动车进程，他们可能认为富士康并不了解这个行业的运作方式。”伊藤忠商事研究所高级研究员深尾三四郎（Sanshiro Fukao）说。\n他说：“一个汽车制造商有能力把零部件组装到一起，并保证它的安全。而富士康可能认为，把二级供应商们都网罗到自己这边来，就可以获得这一能力，这样想是不对的。”\n富士康：能造iPhone就能造电动车▼其他对富士康造成持保守意见的分析人士认为，汽车的开发周期比消费电子产品长得多，而且建设汽车生产线也不一样。\n咨询公司贝恩驻上海的合伙人曾伟民（Raymond Tsang）指出，汽车的个性化定制选择更多一些。客户可以订购特定的颜色、内饰、选装包等，因此与标准化的智能手机组装相比，生产线上制造出来的汽车要符合许多特有规格。\nTIER的邱世方说，汽车行业经历了从旧技术到新技术的转变，赢的空间还有很多。\n她说：“电动车的时代创造了新的可能性。制造汽车的方式是不同的，有各种商业模式。无论是老牌子还是新牌子都将找到自己的位置。市场将大到足以容纳所有的参与者。”\nCounterpoint Research负责汽车和新兴技术的研究分析师苏门·曼达尔（Soumen Mandal）说，“合作协议，尤其是与Stellantis、吉利和菲斯克的合作，将帮助富士康获得汽车生产经验，获得规模经济效益，并确保电池等部件的安全性。”\n他说：“凭借这些财富，富士康要推出的产品必须是一流的，才能树立良好的信誉，以及取得大客户的信任，包括苹果。”","news_type":1,"symbols_score_info":{"601138":0.9,"AAPL":0.9}},"isVote":1,"tweetType":1,"viewCount":3445,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"EN","totalScore":0},{"id":894542862,"gmtCreate":1628842898856,"gmtModify":1676529871981,"author":{"id":"3575091991798366","authorId":"3575091991798366","name":"ongkianlee","avatar":"https://static.tigerbbs.com/af4ea72d329c61f3a8ed9226ee44cf3c","crmLevel":11,"crmLevelSwitch":0,"followedFlag":false,"authorIdStr":"3575091991798366","idStr":"3575091991798366"},"themes":[],"htmlText":"Nice","listText":"Nice","text":"Nice","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":8,"commentSize":1,"repostSize":0,"link":"https://ttm.financial/post/894542862","repostId":"1101202302","repostType":4,"repost":{"id":"1101202302","kind":"news","pubTimestamp":1628824140,"share":"https://ttm.financial/m/news/1101202302?lang=en_US&edition=fundamental","pubTime":"2021-08-13 11:09","market":"us","language":"en","title":"5 Buy-Rated Stocks That Top Fund Managers Are Loading Up On Now","url":"https://stock-news.laohu8.com/highlight/detail?id=1101202302","media":"24/7 wall street","summary":"To say that hedge fund and mutual fund managers tend to follow the herd is an incredible understatem","content":"<p>To say that hedge fund and mutual fund managers tend to follow the herd is an incredible understatement and always has been. While publicly they sometimes seem reluctant to discuss their holdings, especially stocks they are short sellers of, the reality is that managers tend to talk among themselves as they run in the same circles, and often the discussions are centered on their portfolios and what is in them.</p>\n<p>In a new research report, Savita Subramanian, the superb BofA Securities equity and quant strategist, and her team look at mutual fund and hedge fund holdings. As per usual, many of the top stocks are incredibly crowded. The report said this about current conditions:</p>\n<blockquote>\n Several of the largest stay-at-home beneficiaries are more crowded by funds today than a year ago: The world looks completely different than a year ago. A year ago, the consumer heavily relied on e-commerce and shifted their consumption from services to goods. But today, reopening is well underway and the consumer is increasing their services consumption (sometimes at the expense of goods), hitting e-commerce.We were interested in the stocks that fund managers with the highest relative overweight percentage in their portfolios, and the five stocks that lead that category are very strong ideas for growth investors with a degree of risk tolerance. Portfolio weight is the percentage of an investment portfolio that a particular holding or type of holding comprises. The most basic way to determine the weight of an asset is by dividing the dollar value of a security by the total dollar value of the portfolio.\n</blockquote>\n<p></p>\n<p>The five stocks are listed here in order of the highest relative weighting by fund managers, and they all have Buy ratings at top Wall Street firms. It is important to remember that no single analyst report should be used as a sole basis for any buying or selling decision.</p>\n<p><a href=\"https://laohu8.com/S/BHGE\">Baker Hughes</a></p>\n<p>This somewhat contrarian play makes sense for investors looking for quality energy exposure. <a href=\"https://laohu8.com/S/BHI\">Baker Hughes</a> Co. (NYSE: BKR) is an international industrial service company and <a href=\"https://laohu8.com/S/AONE.U\">one</a> of the world’s largest oil field services companies. It provides the oil and gas industry with products and services for oil drilling, formation evaluation, completion, production and reservoir consulting. It is the second-largest oilfield services and equipment company in the world by market cap.</p>\n<p><a href=\"https://laohu8.com/S/BKR\">Baker Hughes</a> prides itself on being a self-described energy technology company that provides solutions to energy and industrial customers worldwide. Built on a century of experience and with operations in over 120 countries, the firm’s innovative technologies and services are taking energy forward.</p>\n<p><a href=\"https://laohu8.com/S/GS\">Goldman Sachs</a> has a Buy rating and said this recently:</p>\n<blockquote>\n Baker Hughes is the core equipment provider and has 90%+ market share in the global LNG liquefaction development market, which we expect will drive EBITDA and margin growth.\n</blockquote>\n<p>Fund managers have a 3.35% relative weighting on this one. Shareholders receive a 3.05% dividend. The $29 Goldman Sachs price target for Baker Hughes stock compares with a $27.90 consensus target and a Wednesday’s closing print of $21.51.</p>\n<p><a href=\"https://laohu8.com/S/CMG\">Chipotle Mexican Grill</a></p>\n<p>The remains a favorite destination for those looking to eat out, and the stock is a top pick across Wall Street. Chipotle Mexican Grill Inc. (NYSE: CMG) operates more than 2,400 fast-casual Mexican restaurants offering freshly made burritos, tacos, burrito bowls and salads.</p>\n<p>It is 100% company-operated and runs average unit volumes much higher than peers. The company has established a strong foundation with a focus on operations, supply chain and marketing over the past two years. The digital transformation brought about by the pandemic allows Chipotle to leverage its digital ecosystem, the strong mobile app, a rapidly growing loyalty program with over 20 million members in just two years, and third-party delivery and digital drive-thrus continue to drive top-line growth and improving margins.</p>\n<p>Chipotle Mexican Grill posted incredible second-quarter results, beating Wall Street’s forecasts for both the top and bottom lines. Sales at restaurants open at least a year grew more than 31%, also coming in ahead of expectations. Many across Wall Street raised their price targets on the stock after the report.</p>\n<p>Fund managers have a 2.64% relative weighting. Baird has a price target of $2,150 for Chipotle Mexican Grill stock, while the consensus target is $1,769.72. Wednesday’s closing price was $1,855.46 a share.</p>\n<p><a href=\"https://laohu8.com/S/EOG\">EOG Resources</a></p>\n<p>This leading energy firm shows up well on many Wall Street screens. EOG Resources Inc. (NYSE: EOG) is one of the largest independent exploration and production companies operating in the <a href=\"https://laohu8.com/S/UBNK\">United</a> States, Canada, Trinidad, the <a href=\"https://laohu8.com/S/UBCP\">United</a> Kingdom and <a href=\"https://laohu8.com/S/CAAS\">China</a>.</p>\n<p>The stock was hit hard earlier this summer and offering an outstanding entry point for investors looking for quality ideas in the sector. EOG has secured four years of drilling permits, while retaining flexibility to reallocate resources to other parts of the portfolio and off federal property. EOG has 3000 locations not on federal lands, which most on Wall Street expect to expand through its exploration.</p>\n<p>Fund managers have a 2.55% relative weighting. Shareholders receive a 2.38% dividend. The price target at Piper Sandler is a whopping $110. The posted consensus target is $97.53, and EOG Resources stock closed at $69.46 on Tuesday.</p>\n<p>Carrier Global</p>\n<p>This huge corporation might be a big beneficiary of an infrastructure build-out. Carrier Global Corp. (NYSE: CARR) provides heating, ventilating and air conditioning (HVAC), as well as refrigeration, fire, security and building automation technologies, worldwide.</p>\n<p>The HVAC segment provides products, controls, services and solutions to meet the heating and cooling needs of residential and commercial customers.&nbsp;Its products include air conditioners, heating systems, controls and aftermarket components, as well as aftermarket repair and maintenance services and building automation solutions.</p>\n<p>The Refrigeration segment offers transport refrigeration products and services, including refrigeration and monitoring systems for trucks, trailers, shipping containers, intermodal and rail, as well as commercial refrigeration solutions, such as refrigerated cabinets, freezers, systems and controls.</p>\n<p>The Fire &amp; Security segment provides various residential and building systems, including fire, flame, gas, smoke and carbon monoxide detection; portable fire extinguishers; fire suppression systems; intruder alarms; access control systems; video management systems; and electronic controls. Its other fire and security service offerings comprise audit, design, installation and system integration, as well as aftermarket maintenance and repair and monitoring services.</p>\n<p>Fund managers have a 2.53% relative weighting here. Carrier Global stock investors receive a 0.84% dividend. The Stephens price target of $65 is well above the $52.06 consensus target. Wednesday’s closing share price was $56.89.</p>\n<p>Netflix</p>\n<p>This Wall Street darling and FANG constituent offers a great entry point after selling off from all-time highs back in January, and it is on the firm’s US 1 list.&nbsp;Netflix Inc. (NASDAQ: NFLX) is the world’s leading internet television network, with more than 120 million members in over 190 countries enjoying more than 125 million hours of TV shows and movies per day, including original series, documentaries and feature films.</p>\n<p>Members can watch as much as they want, anytime, anywhere, on nearly any internet-connected screen. Members can play, pause and resume watching, all without commercials or commitments.&nbsp;Netflix is available on virtually any device with an internet connection, including personal computers, tablets, smartphones, smart TVs and game consoles, and it automatically provides the best possible streaming quality based on the available bandwidth.</p>\n<p>Many titles, including Netflix original series and films, are available in high-definition with Dolby Digital Plus 5.1 surround sound and some in Ultra HD 4K. It appears Netflix may be cracking down on password sharing. Many on Wall Street view such crackdowns as a tailwind, and Netflix is in a strong position to continue price increases this year.</p>\n<p>Fund managers have a 2.52% relative weighting. The BofA Securities price target is $680. The consensus target is $613.68, and Netflix stock closed most recently at $512.40.</p>\n<p>These five stocks have the highest relative portfolio weightings for active fund managers. Given that the market continues to hit new all-time highs seemingly every other day, it may make sense to buy partial positions here and see if we get a pullback in the seasonally weak time of year.</p>","source":"lsy1620372341666","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>5 Buy-Rated Stocks That Top Fund Managers Are Loading Up On 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\">\n5 Buy-Rated Stocks That Top Fund Managers Are Loading Up On Now\n</h2>\n\n<h4 class=\"meta\">\n\n\n2021-08-13 11:09 GMT+8&nbsp;&nbsp;&nbsp;<a href=https://247wallst.com/investing/2021/08/12/5-buy-rated-stocks-that-top-fund-managers-are-loading-up-on-now/><strong>24/7 wall street</strong></a>\n\n\n</h4>\n\n</header>\n<article>\n<div>\n<p>To say that hedge fund and mutual fund managers tend to follow the herd is an incredible understatement and always has been. While publicly they sometimes seem reluctant to discuss their holdings, ...</p>\n\n<a href=\"https://247wallst.com/investing/2021/08/12/5-buy-rated-stocks-that-top-fund-managers-are-loading-up-on-now/\">Source Link</a>\n\n</div>\n\n\n</article>\n</div>\n</body>\n</html>\n","type":0,"thumbnail":"","relate_stocks":{"CMG":"墨式烧烤","NFLX":"奈飞","CARR":"开利全球","BKR":"Baker Hughes Co","EOG":"依欧格资源"},"source_url":"https://247wallst.com/investing/2021/08/12/5-buy-rated-stocks-that-top-fund-managers-are-loading-up-on-now/","is_english":true,"share_image_url":"https://static.laohu8.com/e9f99090a1c2ed51c021029395664489","article_id":"1101202302","content_text":"To say that hedge fund and mutual fund managers tend to follow the herd is an incredible understatement and always has been. While publicly they sometimes seem reluctant to discuss their holdings, especially stocks they are short sellers of, the reality is that managers tend to talk among themselves as they run in the same circles, and often the discussions are centered on their portfolios and what is in them.\nIn a new research report, Savita Subramanian, the superb BofA Securities equity and quant strategist, and her team look at mutual fund and hedge fund holdings. As per usual, many of the top stocks are incredibly crowded. The report said this about current conditions:\n\n Several of the largest stay-at-home beneficiaries are more crowded by funds today than a year ago: The world looks completely different than a year ago. A year ago, the consumer heavily relied on e-commerce and shifted their consumption from services to goods. But today, reopening is well underway and the consumer is increasing their services consumption (sometimes at the expense of goods), hitting e-commerce.We were interested in the stocks that fund managers with the highest relative overweight percentage in their portfolios, and the five stocks that lead that category are very strong ideas for growth investors with a degree of risk tolerance. Portfolio weight is the percentage of an investment portfolio that a particular holding or type of holding comprises. The most basic way to determine the weight of an asset is by dividing the dollar value of a security by the total dollar value of the portfolio.\n\n\nThe five stocks are listed here in order of the highest relative weighting by fund managers, and they all have Buy ratings at top Wall Street firms. It is important to remember that no single analyst report should be used as a sole basis for any buying or selling decision.\nBaker Hughes\nThis somewhat contrarian play makes sense for investors looking for quality energy exposure. Baker Hughes Co. (NYSE: BKR) is an international industrial service company and one of the world’s largest oil field services companies. It provides the oil and gas industry with products and services for oil drilling, formation evaluation, completion, production and reservoir consulting. It is the second-largest oilfield services and equipment company in the world by market cap.\nBaker Hughes prides itself on being a self-described energy technology company that provides solutions to energy and industrial customers worldwide. Built on a century of experience and with operations in over 120 countries, the firm’s innovative technologies and services are taking energy forward.\nGoldman Sachs has a Buy rating and said this recently:\n\n Baker Hughes is the core equipment provider and has 90%+ market share in the global LNG liquefaction development market, which we expect will drive EBITDA and margin growth.\n\nFund managers have a 3.35% relative weighting on this one. Shareholders receive a 3.05% dividend. The $29 Goldman Sachs price target for Baker Hughes stock compares with a $27.90 consensus target and a Wednesday’s closing print of $21.51.\nChipotle Mexican Grill\nThe remains a favorite destination for those looking to eat out, and the stock is a top pick across Wall Street. Chipotle Mexican Grill Inc. (NYSE: CMG) operates more than 2,400 fast-casual Mexican restaurants offering freshly made burritos, tacos, burrito bowls and salads.\nIt is 100% company-operated and runs average unit volumes much higher than peers. The company has established a strong foundation with a focus on operations, supply chain and marketing over the past two years. The digital transformation brought about by the pandemic allows Chipotle to leverage its digital ecosystem, the strong mobile app, a rapidly growing loyalty program with over 20 million members in just two years, and third-party delivery and digital drive-thrus continue to drive top-line growth and improving margins.\nChipotle Mexican Grill posted incredible second-quarter results, beating Wall Street’s forecasts for both the top and bottom lines. Sales at restaurants open at least a year grew more than 31%, also coming in ahead of expectations. Many across Wall Street raised their price targets on the stock after the report.\nFund managers have a 2.64% relative weighting. Baird has a price target of $2,150 for Chipotle Mexican Grill stock, while the consensus target is $1,769.72. Wednesday’s closing price was $1,855.46 a share.\nEOG Resources\nThis leading energy firm shows up well on many Wall Street screens. EOG Resources Inc. (NYSE: EOG) is one of the largest independent exploration and production companies operating in the United States, Canada, Trinidad, the United Kingdom and China.\nThe stock was hit hard earlier this summer and offering an outstanding entry point for investors looking for quality ideas in the sector. EOG has secured four years of drilling permits, while retaining flexibility to reallocate resources to other parts of the portfolio and off federal property. EOG has 3000 locations not on federal lands, which most on Wall Street expect to expand through its exploration.\nFund managers have a 2.55% relative weighting. Shareholders receive a 2.38% dividend. The price target at Piper Sandler is a whopping $110. The posted consensus target is $97.53, and EOG Resources stock closed at $69.46 on Tuesday.\nCarrier Global\nThis huge corporation might be a big beneficiary of an infrastructure build-out. Carrier Global Corp. (NYSE: CARR) provides heating, ventilating and air conditioning (HVAC), as well as refrigeration, fire, security and building automation technologies, worldwide.\nThe HVAC segment provides products, controls, services and solutions to meet the heating and cooling needs of residential and commercial customers. Its products include air conditioners, heating systems, controls and aftermarket components, as well as aftermarket repair and maintenance services and building automation solutions.\nThe Refrigeration segment offers transport refrigeration products and services, including refrigeration and monitoring systems for trucks, trailers, shipping containers, intermodal and rail, as well as commercial refrigeration solutions, such as refrigerated cabinets, freezers, systems and controls.\nThe Fire & Security segment provides various residential and building systems, including fire, flame, gas, smoke and carbon monoxide detection; portable fire extinguishers; fire suppression systems; intruder alarms; access control systems; video management systems; and electronic controls. Its other fire and security service offerings comprise audit, design, installation and system integration, as well as aftermarket maintenance and repair and monitoring services.\nFund managers have a 2.53% relative weighting here. Carrier Global stock investors receive a 0.84% dividend. The Stephens price target of $65 is well above the $52.06 consensus target. Wednesday’s closing share price was $56.89.\nNetflix\nThis Wall Street darling and FANG constituent offers a great entry point after selling off from all-time highs back in January, and it is on the firm’s US 1 list. Netflix Inc. (NASDAQ: NFLX) is the world’s leading internet television network, with more than 120 million members in over 190 countries enjoying more than 125 million hours of TV shows and movies per day, including original series, documentaries and feature films.\nMembers can watch as much as they want, anytime, anywhere, on nearly any internet-connected screen. Members can play, pause and resume watching, all without commercials or commitments. Netflix is available on virtually any device with an internet connection, including personal computers, tablets, smartphones, smart TVs and game consoles, and it automatically provides the best possible streaming quality based on the available bandwidth.\nMany titles, including Netflix original series and films, are available in high-definition with Dolby Digital Plus 5.1 surround sound and some in Ultra HD 4K. It appears Netflix may be cracking down on password sharing. Many on Wall Street view such crackdowns as a tailwind, and Netflix is in a strong position to continue price increases this year.\nFund managers have a 2.52% relative weighting. The BofA Securities price target is $680. The consensus target is $613.68, and Netflix stock closed most recently at $512.40.\nThese five stocks have the highest relative portfolio weightings for active fund managers. Given that the market continues to hit new all-time highs seemingly every other day, it may make sense to buy partial positions here and see if we get a pullback in the seasonally weak time of year.","news_type":1,"symbols_score_info":{"CMG":0.9,"EOG":0.9,"BKR":0.9,"NFLX":0.9,"CARR":0.9}},"isVote":1,"tweetType":1,"viewCount":3391,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"EN","totalScore":0},{"id":156075958,"gmtCreate":1625188622174,"gmtModify":1703737922666,"author":{"id":"3575091991798366","authorId":"3575091991798366","name":"ongkianlee","avatar":"https://static.tigerbbs.com/af4ea72d329c61f3a8ed9226ee44cf3c","crmLevel":11,"crmLevelSwitch":0,"followedFlag":false,"authorIdStr":"3575091991798366","idStr":"3575091991798366"},"themes":[],"htmlText":"Go go go&nbsp;","listText":"Go go go&nbsp;","text":"Go go go","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":10,"commentSize":1,"repostSize":0,"link":"https://ttm.financial/post/156075958","repostId":"2148820668","repostType":4,"repost":{"id":"2148820668","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":1625188500,"share":"https://ttm.financial/m/news/2148820668?lang=en_US&edition=fundamental","pubTime":"2021-07-02 09:15","market":"fut","language":"en","title":"Oil price spike would accelerate U.S. shift to electric vehicles: Kemp","url":"https://stock-news.laohu8.com/highlight/detail?id=2148820668","media":"Reuters","summary":"LONDON, July 2 (Reuters) - Oil prices have a complex impact on new vehicle purchases and fuel econom","content":"<p>LONDON, July 2 (Reuters) - Oil prices have a complex impact on new vehicle purchases and fuel economy in the United States that depends on the extent and expected duration of price changes.</p>\n<p>In general, periods of high and rising oil prices have resulted in consumers opting to buy more smaller, lighter and more fuel-efficient cars and trucks, reducing gasoline consumption growth compared with the previous trend.</p>\n<p>By contrast, periods of low and falling prices have resulted in consumers opting for larger, heavier, more powerful and less fuel-efficient vehicles, increasing gasoline consumption compared with the prior trend.</p>\n<p>The full impact of price changes on fuel consumption is often distributed over several years, across several changes in the economic cycle, which makes attribution and correlations difficult.</p>\n<p>In future, however, higher prices could have a much larger and faster impact on gasoline consumption because full-electric and hybrid vehicles have emerged as a viable alternative to gasoline-fuelled cars and light trucks.</p>\n<p>Gasoline-hybrid, full-electric and other alternative-powered vehicles accounted for 11% of all new vehicles produced in 2020, up from just 3% in 2015, according to the U.S. Environmental Protection Agency <a href=\"https://laohu8.com/S/EPA.AU\">$(EPA.AU)$</a>.</p>\n<p>High and rising prices are likely to accelerate the adoption of hybrid and electric vehicles as consumers attempt to reduce fuel bills and regulators push for a faster transition away from gasoline-fuelled powertrains.</p>\n<p>If oil prices surge again, as they did between 2005 and 2014, the result is likely to be a relatively rapid and permanent loss of consumption in the United States.</p>\n<p>ECONOMY CHOICES</p>\n<p>Vehicle fuel economy is the result of choices made by regulators (who set minimum legal standards); motor manufacturers (who make choices about development, production and marketing of model ranges within the envelop set by regulators); and consumers (who make choices about which models to purchase within available ranges).</p>\n<p>Over the last four decades, consumers have shown a clear preference for larger, heavier and more powerful vehicles, with a long-term trend towards more truck-based rather than car-based platforms.</p>\n<p>Between 1980 and 2020, the share of cars in new vehicles fell from 84% to 43%, while the share of light trucks grew from 16% to 57% (“Automotive trends report”, EPA, January 2021).</p>\n<p>Over the same period, the average weight of new vehicles increased by 949 pounds (29%) and average engine power increased by 143 horsepower (138%) ().</p>\n<p>Motor manufacturers have also generally preferred producing, marketing and selling larger, heavier, more powerful vehicles, and trucks rather than cars, since the profits are higher.</p>\n<p>But within this long-term trend, periods of high and rising oil prices have temporarily shifted the balance from heavier and more powerful vehicles to more fuel-efficient ones, with both short-term and long-term impacts.</p>\n<p>OIL PRICE IMPACT</p>\n<p>High and rising prices encourage greater fuel economy through two channels.</p>\n<p>First, when prices are high, consumers opt for smaller, lighter and more fuel-efficient vehicles within existing ranges. This impact is largely short-term and is quickly reversed if prices fall again.</p>\n<p>Second, high prices encourage regulators tighten fuel-economy standards for future ranges. This impact is long-term, playing out over multiple years, much stickier, and less likely to reverse if prices fall again.</p>\n<p>In contrast to consumers and motor manufacturers, regulators tend to favour greater fuel efficiency for economic, national security and environmental reasons.</p>\n<p>But their willingness to push for tougher fuel economy standards in the face of resistance from consumers and lobbying from manufacturers has largely been a function of prices.</p>\n<p>High and rising prices make regulators more willing to toughen fuel economy standards and consumers and manufacturers more willing to tolerate them.</p>\n<p>HIGH-PRICE DECADE</p>\n<p>The impact of high and rising oil prices on fuel economy was most evident between 2004 and 2014, when prices were well above long-term averages, except for a relatively brief period following the financial crisis in 2008/09.</p>\n<p>The median real price of Brent surged to $105 per barrel between 2005 and 2014, compared with just $40 between 2000 and 2004, and $61 between 2015 and 2021.</p>\n<p>In response, the federal government tightened fuel economy standards several times while consumers attached higher priority to fuel economy.</p>\n<p>From 2005 to about 2014, there was a shift back from trucks towards cars; vehicle weight, which had been increasing, was largely flat; and engine power increased slightly more slowly than before or afterwards.</p>\n<p>As a result, vehicle fuel economy increased at a compound annual rate of 2.25% over the ten high-priced years between 2004 and 2014, after declining 0.55% per year over the previous ten low-priced years from 1994 to 2004.</p>\n<p>U.S. gasoline consumption, which peaked in 2007, did not exceed this level again until 2016, according to the U.S. Energy Information Administration (“Petroleum supply monthly”, EIA, June 2021).</p>\n<p>DELAYED EFFECTS</p>\n<p>In the short term, the impact of oil price changes on whole-fleet fuel economy and gasoline consumption is relatively minor.</p>\n<p>New fuel-economy standards take years to draft and go into effect, new vehicles account for only a small share of the whole fleet, and older vehicles are retired slowly (less than 10% of the fleet turns over each year).</p>\n<p>But the impact of higher prices on fuel economy and gasoline consumption increases over time as new standards go into effect and apply to an increasing share of the fleet.</p>\n<p>The delayed impact of high prices between 2005 and 2014 is still boosting fuel economy and dampening gasoline consumption growth today.</p>\n<p>If prices spike again over the next few years, regulators, manufacturers and consumers are likely to switch to hybrid and all-electric vehicles much faster, resulting in a permanent loss of oil consumption.</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>Oil price spike would accelerate U.S. shift to electric vehicles: Kemp</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\">\nOil price spike would accelerate U.S. shift to electric vehicles: Kemp\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\">2021-07-02 09:15</p>\n</div>\n\n</a>\n\n\n</h4>\n\n</header>\n<article>\n<p>LONDON, July 2 (Reuters) - Oil prices have a complex impact on new vehicle purchases and fuel economy in the United States that depends on the extent and expected duration of price changes.</p>\n<p>In general, periods of high and rising oil prices have resulted in consumers opting to buy more smaller, lighter and more fuel-efficient cars and trucks, reducing gasoline consumption growth compared with the previous trend.</p>\n<p>By contrast, periods of low and falling prices have resulted in consumers opting for larger, heavier, more powerful and less fuel-efficient vehicles, increasing gasoline consumption compared with the prior trend.</p>\n<p>The full impact of price changes on fuel consumption is often distributed over several years, across several changes in the economic cycle, which makes attribution and correlations difficult.</p>\n<p>In future, however, higher prices could have a much larger and faster impact on gasoline consumption because full-electric and hybrid vehicles have emerged as a viable alternative to gasoline-fuelled cars and light trucks.</p>\n<p>Gasoline-hybrid, full-electric and other alternative-powered vehicles accounted for 11% of all new vehicles produced in 2020, up from just 3% in 2015, according to the U.S. Environmental Protection Agency <a href=\"https://laohu8.com/S/EPA.AU\">$(EPA.AU)$</a>.</p>\n<p>High and rising prices are likely to accelerate the adoption of hybrid and electric vehicles as consumers attempt to reduce fuel bills and regulators push for a faster transition away from gasoline-fuelled powertrains.</p>\n<p>If oil prices surge again, as they did between 2005 and 2014, the result is likely to be a relatively rapid and permanent loss of consumption in the United States.</p>\n<p>ECONOMY CHOICES</p>\n<p>Vehicle fuel economy is the result of choices made by regulators (who set minimum legal standards); motor manufacturers (who make choices about development, production and marketing of model ranges within the envelop set by regulators); and consumers (who make choices about which models to purchase within available ranges).</p>\n<p>Over the last four decades, consumers have shown a clear preference for larger, heavier and more powerful vehicles, with a long-term trend towards more truck-based rather than car-based platforms.</p>\n<p>Between 1980 and 2020, the share of cars in new vehicles fell from 84% to 43%, while the share of light trucks grew from 16% to 57% (“Automotive trends report”, EPA, January 2021).</p>\n<p>Over the same period, the average weight of new vehicles increased by 949 pounds (29%) and average engine power increased by 143 horsepower (138%) ().</p>\n<p>Motor manufacturers have also generally preferred producing, marketing and selling larger, heavier, more powerful vehicles, and trucks rather than cars, since the profits are higher.</p>\n<p>But within this long-term trend, periods of high and rising oil prices have temporarily shifted the balance from heavier and more powerful vehicles to more fuel-efficient ones, with both short-term and long-term impacts.</p>\n<p>OIL PRICE IMPACT</p>\n<p>High and rising prices encourage greater fuel economy through two channels.</p>\n<p>First, when prices are high, consumers opt for smaller, lighter and more fuel-efficient vehicles within existing ranges. This impact is largely short-term and is quickly reversed if prices fall again.</p>\n<p>Second, high prices encourage regulators tighten fuel-economy standards for future ranges. This impact is long-term, playing out over multiple years, much stickier, and less likely to reverse if prices fall again.</p>\n<p>In contrast to consumers and motor manufacturers, regulators tend to favour greater fuel efficiency for economic, national security and environmental reasons.</p>\n<p>But their willingness to push for tougher fuel economy standards in the face of resistance from consumers and lobbying from manufacturers has largely been a function of prices.</p>\n<p>High and rising prices make regulators more willing to toughen fuel economy standards and consumers and manufacturers more willing to tolerate them.</p>\n<p>HIGH-PRICE DECADE</p>\n<p>The impact of high and rising oil prices on fuel economy was most evident between 2004 and 2014, when prices were well above long-term averages, except for a relatively brief period following the financial crisis in 2008/09.</p>\n<p>The median real price of Brent surged to $105 per barrel between 2005 and 2014, compared with just $40 between 2000 and 2004, and $61 between 2015 and 2021.</p>\n<p>In response, the federal government tightened fuel economy standards several times while consumers attached higher priority to fuel economy.</p>\n<p>From 2005 to about 2014, there was a shift back from trucks towards cars; vehicle weight, which had been increasing, was largely flat; and engine power increased slightly more slowly than before or afterwards.</p>\n<p>As a result, vehicle fuel economy increased at a compound annual rate of 2.25% over the ten high-priced years between 2004 and 2014, after declining 0.55% per year over the previous ten low-priced years from 1994 to 2004.</p>\n<p>U.S. gasoline consumption, which peaked in 2007, did not exceed this level again until 2016, according to the U.S. Energy Information Administration (“Petroleum supply monthly”, EIA, June 2021).</p>\n<p>DELAYED EFFECTS</p>\n<p>In the short term, the impact of oil price changes on whole-fleet fuel economy and gasoline consumption is relatively minor.</p>\n<p>New fuel-economy standards take years to draft and go into effect, new vehicles account for only a small share of the whole fleet, and older vehicles are retired slowly (less than 10% of the fleet turns over each year).</p>\n<p>But the impact of higher prices on fuel economy and gasoline consumption increases over time as new standards go into effect and apply to an increasing share of the fleet.</p>\n<p>The delayed impact of high prices between 2005 and 2014 is still boosting fuel economy and dampening gasoline consumption growth today.</p>\n<p>If prices spike again over the next few years, regulators, manufacturers and consumers are likely to switch to hybrid and all-electric vehicles much faster, resulting in a permanent loss of oil consumption.</p>\n\n</article>\n</div>\n</body>\n</html>\n","type":0,"thumbnail":"","relate_stocks":{"UGAZ":"三倍做多天然气ETN(VelocityShares)","UNG":"美国天然气基金","DWT":"三倍做空原油ETN","DGAZ":"三倍做空天然气ETN(VelocityShares)","DUG":"二倍做空石油与天然气ETF(ProShares)","DDG":"ProShares做空石油与天然气ETF","SCO":"二倍做空彭博原油指数ETF","USO":"美国原油ETF","UCO":"二倍做多彭博原油ETF"},"is_english":true,"share_image_url":"https://static.laohu8.com/e9f99090a1c2ed51c021029395664489","article_id":"2148820668","content_text":"LONDON, July 2 (Reuters) - Oil prices have a complex impact on new vehicle purchases and fuel economy in the United States that depends on the extent and expected duration of price changes.\nIn general, periods of high and rising oil prices have resulted in consumers opting to buy more smaller, lighter and more fuel-efficient cars and trucks, reducing gasoline consumption growth compared with the previous trend.\nBy contrast, periods of low and falling prices have resulted in consumers opting for larger, heavier, more powerful and less fuel-efficient vehicles, increasing gasoline consumption compared with the prior trend.\nThe full impact of price changes on fuel consumption is often distributed over several years, across several changes in the economic cycle, which makes attribution and correlations difficult.\nIn future, however, higher prices could have a much larger and faster impact on gasoline consumption because full-electric and hybrid vehicles have emerged as a viable alternative to gasoline-fuelled cars and light trucks.\nGasoline-hybrid, full-electric and other alternative-powered vehicles accounted for 11% of all new vehicles produced in 2020, up from just 3% in 2015, according to the U.S. Environmental Protection Agency $(EPA.AU)$.\nHigh and rising prices are likely to accelerate the adoption of hybrid and electric vehicles as consumers attempt to reduce fuel bills and regulators push for a faster transition away from gasoline-fuelled powertrains.\nIf oil prices surge again, as they did between 2005 and 2014, the result is likely to be a relatively rapid and permanent loss of consumption in the United States.\nECONOMY CHOICES\nVehicle fuel economy is the result of choices made by regulators (who set minimum legal standards); motor manufacturers (who make choices about development, production and marketing of model ranges within the envelop set by regulators); and consumers (who make choices about which models to purchase within available ranges).\nOver the last four decades, consumers have shown a clear preference for larger, heavier and more powerful vehicles, with a long-term trend towards more truck-based rather than car-based platforms.\nBetween 1980 and 2020, the share of cars in new vehicles fell from 84% to 43%, while the share of light trucks grew from 16% to 57% (“Automotive trends report”, EPA, January 2021).\nOver the same period, the average weight of new vehicles increased by 949 pounds (29%) and average engine power increased by 143 horsepower (138%) ().\nMotor manufacturers have also generally preferred producing, marketing and selling larger, heavier, more powerful vehicles, and trucks rather than cars, since the profits are higher.\nBut within this long-term trend, periods of high and rising oil prices have temporarily shifted the balance from heavier and more powerful vehicles to more fuel-efficient ones, with both short-term and long-term impacts.\nOIL PRICE IMPACT\nHigh and rising prices encourage greater fuel economy through two channels.\nFirst, when prices are high, consumers opt for smaller, lighter and more fuel-efficient vehicles within existing ranges. This impact is largely short-term and is quickly reversed if prices fall again.\nSecond, high prices encourage regulators tighten fuel-economy standards for future ranges. This impact is long-term, playing out over multiple years, much stickier, and less likely to reverse if prices fall again.\nIn contrast to consumers and motor manufacturers, regulators tend to favour greater fuel efficiency for economic, national security and environmental reasons.\nBut their willingness to push for tougher fuel economy standards in the face of resistance from consumers and lobbying from manufacturers has largely been a function of prices.\nHigh and rising prices make regulators more willing to toughen fuel economy standards and consumers and manufacturers more willing to tolerate them.\nHIGH-PRICE DECADE\nThe impact of high and rising oil prices on fuel economy was most evident between 2004 and 2014, when prices were well above long-term averages, except for a relatively brief period following the financial crisis in 2008/09.\nThe median real price of Brent surged to $105 per barrel between 2005 and 2014, compared with just $40 between 2000 and 2004, and $61 between 2015 and 2021.\nIn response, the federal government tightened fuel economy standards several times while consumers attached higher priority to fuel economy.\nFrom 2005 to about 2014, there was a shift back from trucks towards cars; vehicle weight, which had been increasing, was largely flat; and engine power increased slightly more slowly than before or afterwards.\nAs a result, vehicle fuel economy increased at a compound annual rate of 2.25% over the ten high-priced years between 2004 and 2014, after declining 0.55% per year over the previous ten low-priced years from 1994 to 2004.\nU.S. gasoline consumption, which peaked in 2007, did not exceed this level again until 2016, according to the U.S. Energy Information Administration (“Petroleum supply monthly”, EIA, June 2021).\nDELAYED EFFECTS\nIn the short term, the impact of oil price changes on whole-fleet fuel economy and gasoline consumption is relatively minor.\nNew fuel-economy standards take years to draft and go into effect, new vehicles account for only a small share of the whole fleet, and older vehicles are retired slowly (less than 10% of the fleet turns over each year).\nBut the impact of higher prices on fuel economy and gasoline consumption increases over time as new standards go into effect and apply to an increasing share of the fleet.\nThe delayed impact of high prices between 2005 and 2014 is still boosting fuel economy and dampening gasoline consumption growth today.\nIf prices spike again over the next few years, regulators, manufacturers and consumers are likely to switch to hybrid and all-electric vehicles much faster, resulting in a permanent loss of oil consumption.","news_type":1,"symbols_score_info":{"DDG":0.9,"QGmain":0.9,"RBmain":0.9,"NGmain":0.9,"USO":0.9,"UCO":0.9,"CLmain":0.9,"UNG":0.9,"BZmain":0.9,"SCO":0.9,"DUG":0.9,"UGAZ":0.9,"DWT":0.9,"DGAZ":0.9,"QMmain":0.9}},"isVote":1,"tweetType":1,"viewCount":3348,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"EN","totalScore":0},{"id":156076972,"gmtCreate":1625188515596,"gmtModify":1703737919956,"author":{"id":"3575091991798366","authorId":"3575091991798366","name":"ongkianlee","avatar":"https://static.tigerbbs.com/af4ea72d329c61f3a8ed9226ee44cf3c","crmLevel":11,"crmLevelSwitch":0,"followedFlag":false,"authorIdStr":"3575091991798366","idStr":"3575091991798366"},"themes":[],"htmlText":"Nice&nbsp;","listText":"Nice&nbsp;","text":"Nice","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":2,"commentSize":0,"repostSize":0,"link":"https://ttm.financial/post/156076972","repostId":"1187472931","repostType":4,"isVote":1,"tweetType":1,"viewCount":2766,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"EN","totalScore":0},{"id":120283731,"gmtCreate":1624324702723,"gmtModify":1703833460286,"author":{"id":"3575091991798366","authorId":"3575091991798366","name":"ongkianlee","avatar":"https://static.tigerbbs.com/af4ea72d329c61f3a8ed9226ee44cf3c","crmLevel":11,"crmLevelSwitch":0,"followedFlag":false,"authorIdStr":"3575091991798366","idStr":"3575091991798366"},"themes":[],"htmlText":"Ok","listText":"Ok","text":"Ok","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":2,"commentSize":0,"repostSize":0,"link":"https://ttm.financial/post/120283731","repostId":"1162141331","repostType":4,"isVote":1,"tweetType":1,"viewCount":2929,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"EN","totalScore":0},{"id":166361118,"gmtCreate":1623992198134,"gmtModify":1703825966622,"author":{"id":"3575091991798366","authorId":"3575091991798366","name":"ongkianlee","avatar":"https://static.tigerbbs.com/af4ea72d329c61f3a8ed9226ee44cf3c","crmLevel":11,"crmLevelSwitch":0,"followedFlag":false,"authorIdStr":"3575091991798366","idStr":"3575091991798366"},"themes":[],"htmlText":"Go go go...","listText":"Go go go...","text":"Go go go...","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":1,"commentSize":0,"repostSize":0,"link":"https://ttm.financial/post/166361118","repostId":"1175693382","repostType":4,"repost":{"id":"1175693382","kind":"news","pubTimestamp":1623978463,"share":"https://ttm.financial/m/news/1175693382?lang=en_US&edition=fundamental","pubTime":"2021-06-18 09:07","market":"us","language":"en","title":"Alibaba Stock: The Bottoming Process Looks To Be Forming Already","url":"https://stock-news.laohu8.com/highlight/detail?id=1175693382","media":"seekingalpha","summary":"Alibaba is probably the most undervalued growth stock right now.The company’s multiple growth drivers within a rapidly expanding market made its valuations look even more baffling.The short term technical picture may be turning bullish with a potential double bottom price action signal.When we take things into clearer perspective by comparing China’s growth rate and size of its market to that of the U.S. e-commerce market, we could see the huge differences in their sizes and growth rates as the ","content":"<p><b>Summary</b></p>\n<ul>\n <li>Alibaba is probably the most undervalued growth stock right now.</li>\n <li>The company’s multiple growth drivers within a rapidly expanding market made its valuations look even more baffling.</li>\n <li>The short term technical picture may be turning bullish with a potential double bottom price action signal.</li>\n <li>We discuss the company’s multiple growth drivers and let investors judge for themselves.</li>\n</ul>\n<p class=\"t-img-caption\"><img src=\"https://static.tigerbbs.com/05e63c77d4f3f3dc3d618e43044638bb\" tg-width=\"768\" tg-height=\"512\"><span>Yongyuan Dai/iStock Unreleased via Getty Images</span></p>\n<p><b>The Technical Thesis</b></p>\n<p class=\"t-img-caption\"><img src=\"https://static.tigerbbs.com/7febf6ed056b0e3bc038321cdaad9b1c\" tg-width=\"1280\" tg-height=\"782\"><span>Source: TradingView</span></p>\n<p>Alibaba’s&nbsp;stock price has endured a terrible 8 months ever since its Ant Financial IPO was pulled in early Nov 20, with the stock languishing in the doldrums 34% off its high. When considering the health of its long term uptrend, it’s clear that BABA has a relatively strong uptrend bias and has generally been well supported along its key 50W MA. The only other time in the last 4 years that it lost its key 50W MA support level was during the 2018 bear market where BABA dropped about 40%, but was still well supported above the important 200W MA, which we usually consider as the “last line of defense”. Right now BABA is somewhat facing a similar situation again: down 34%, lost the 50W MA, but looks to be well supported above the 200W MA. In addition to that, one interesting observation in price action analysis may lead price action traders/investors to be especially bullish: a potential double bottom formation. BABA's price is seemingly going through a double bottom like it did during the 2018 bear market before it rallied strongly thereafter. As a result, BABA’s current level may offer a possible technical buy entry point now.</p>\n<p><b>BABA's Fundamental Thesis: Rapidly Expanding Growth Drivers</b></p>\n<p class=\"t-img-caption\"><img src=\"https://static.tigerbbs.com/eba49f5881708929949c30628eedc5d4\" tg-width=\"934\" tg-height=\"578\"><span>Annual GMV. Data source: Company filings</span></p>\n<p class=\"t-img-caption\"><img src=\"https://static.tigerbbs.com/a4d6c4ed3e2402f5af52b2dea8bab411\" tg-width=\"836\" tg-height=\"517\"><span>Annual e-commerce revenue. Data source: Company filings</span></p>\n<p>BABA’s GMV grew from 1.68T yuan to 7.49T yuan in just a matter of 7 years, which represented a CAGR of 23.8%, a truly amazing growth rate. We also saw its GMV growth being converted into revenue growth as its China commerce revenue grew from 7.67B yuan to 473.68B yuan, at a CAGR of 51% over the last 10 years. While its international footprint remains considerably smaller, it still grew at a CAGR of 30.42% over the last 10 years, which was by no means slow.</p>\n<p>Even though China’s e-commerce market is expected to grow considerably slower at a CAGR of 12.4% over the next three years, from 13.8T yuan, equivalent to $2.16T in 2021 to 19.6T yuan,equivalent to $3.06T by 2024, the massive size of the market still offers tremendous upside potential for BABA and its closest competitors to grow into.</p>\n<p class=\"t-img-caption\"><img src=\"https://static.tigerbbs.com/ffe2dee43f267e1d1399c68e3ca60f36\" tg-width=\"600\" tg-height=\"371\"><span>E-commerce revenue in the U.S. Data source: Statista</span></p>\n<p>When we take things into clearer perspective by comparing China’s growth rate and size of its market to that of the U.S. e-commerce market, we could see the huge differences in their sizes and growth rates as the U.S. e-commerce market is only expected to grow at a CAGR of 4.67% from 2021 to 2025, which is significantly slower than China’s 12.4%. In addition, the U.S. market is also expected to reach about $563B in total revenue, which is 18% of what the China market is expected to be worth by then.</p>\n<p class=\"t-img-caption\"><img src=\"https://static.tigerbbs.com/0d5a8d0d8a6a2dcdf667a6f33c6c9771\" tg-width=\"1280\" tg-height=\"702\"><span>Peers EBIT Margin and Projected EBIT Margin. Data source: S&amp;P Capital IQ</span></p>\n<p>Even though Alibaba has been facing increased competitive pressures from its fast growing key competitors: JD.com(NASDAQ:JD)and Pinduoduo(NASDAQ:PDD), BABA has already been operating a much more profitable business (both EBIT and FCF), and is expected to continue delivering strong profitability moving forward, which should give the company tremendous flexibility to compete head on with JD and PDD in its quest to extend its leadership. Investors may observe that BABA’s EBIT margin was affected by the one-off administrative penalty of $2,782M that was reflected in its SG&amp;A, and therefore skewed its EBIT margin to the downside.</p>\n<p>One important move was the company’s decision to further its investment in the Community Marketplace, which is PDD’s main e-commerce strategy that saw PDD gain a total of&nbsp;823M AAC&nbsp;in its latest quarter as compared to BABA’s 891M AAC. PDD’s AAC growth is truly phenomenal considering it had only&nbsp;100M AAC in Q2’C17&nbsp;as compared to BABA’s 466M AAC in the same period.</p>\n<p>Therefore, the momentum of growth has surely swung over to the Community Marketplace segment and BABA would need to pull out its big guns (which it has) to compete for dominance with PDD and JD.</p>\n<p class=\"t-img-caption\"><img src=\"https://static.tigerbbs.com/3b83b69b08b1f4b11a26393c8e6eead5\" tg-width=\"600\" tg-height=\"371\"><span>Market size of community group buying in China. Data source: iiMedia Research</span></p>\n<p>Even though the expected total market size of 102B yuan by 2022 represented only about 21.5% of BABA’s FY 21 China commerce revenue, the expected rapid CAGR of 44.22% over 3 years from 2019 to 2022 cannot be missed by BABA. Although the market is still relatively small, BABA cannot allow the current leader in this market: PDD to so easily dominate and gobble up the early high growth rates at the ignorance of everyone else. Certainly BABA must compete and fight for its place in this segment and strive for early leadership to prevent PDD from extending its lead.</p>\n<p class=\"t-img-caption\"><img src=\"https://static.tigerbbs.com/b97b2b4a8a182dc9846d8fb7e4039877\" tg-width=\"1280\" tg-height=\"770\"><span>PDD profitability metrics &amp; revenue growth forecast. Data source: S&amp;P Capital IQ</span></p>\n<p>We could observe from the above chart that PDD is expected to continue growing its revenue rapidly over the next few years, even though they are expected to normalize subsequently. More importantly, PDD is also expected to increasingly improve its EBIT and FCF profitability moving forward. This shows that the Community Marketplace segment is an highly important growth driver that BABA must use its strength to exploit in order to deny PDD’s claim to undisputed leadership so early on in the game.</p>\n<p class=\"t-img-caption\"><img src=\"https://static.tigerbbs.com/3aadc32155b4108426a1a982e3b5b1c2\" tg-width=\"640\" tg-height=\"360\"><span>China public cloud spending. Source:China Internet Watch; Canalys</span></p>\n<p class=\"t-img-caption\"><img src=\"https://static.tigerbbs.com/1c1538b9f7bdc8d6d35a72d9acf8ecbc\" tg-width=\"600\" tg-height=\"371\"><span>Size of China public cloud market. Data source: CAICT; Sina.com.cn</span></p>\n<p>BABA has a 40% share in China’s public cloud market, way ahead of its key competitors. However, it’s important to note that despite this leadership, BABA is still in heavy investment mode to continue growing its market share as China’s public cloud market is expected to grow from 26.48B yuan in 2017 to 230.74B yuan by 2023, which would represent a CAGR of 43.4%, an incredibly stellar growth rate. This is especially clear when we compare China’s growth rate to the worldwide growth rate (see below) as public cloud spending worldwide is expected to grow from $145B in 2017 to $397B by 2022, that would represent a CAGR of 22.3%.</p>\n<p class=\"t-img-caption\"><img src=\"https://static.tigerbbs.com/06198c569504bc303c34563041dfb294\" tg-width=\"600\" tg-height=\"371\"><span>Worldwide public cloud spending. Data source: Gartner</span></p>\n<p class=\"t-img-caption\"><img src=\"https://static.tigerbbs.com/8482037f60575f964053ab732496bee3\" tg-width=\"1176\" tg-height=\"700\"><span>Worldwide public cloud market share. Source:CnTechPost; Gartner</span></p>\n<p>Therefore, I don’t find it surprising that Ali Cloud has continued to extend its lead over Alphabet’s(NASDAQ:GOOGL)(NASDAQ:GOOG)GCP with a market share of 9.5% in 2020. While AMZN remains the clear leader in the market, its market share has been coming down considerably as public cloud spending continues to expand, indicating that there is a huge potential for growth for multiple players to exist. With BABA’s leadership in the rapidly expanding Chinese market, I’m increasingly bullish on the future profit and FCF contribution from this segment to BABA’s performance over time. Although BABA’s cloud segment has not been EBIT profitable yet (FY 21 EBIT margin: -15%, FY 20 EBIT margin: -17.5%), it’s also useful to note that GCP has also not been profitable for Alphabet as well (FY 20 EBIT margin: -42.9%, FY 19 EBIT margin: -52%). Therefore, we need to give BABA some time to scale up its cloud services in APAC and in China where it is expected to have stronger leadership to allow it to grow faster and investors should expect this to be a highly profitable segment over time.</p>\n<p><b>BABA's Valuations Look Highly Compelling</b></p>\n<p class=\"t-img-caption\"><img src=\"https://static.tigerbbs.com/62a087c4b3ef7efc2c5dde813e3b959d\" tg-width=\"1000\" tg-height=\"600\"><span>NTM TEV / EBIT 3Y range.</span></p>\n<p class=\"t-img-caption\"><img src=\"https://static.tigerbbs.com/b2605c0e5ad364a7a43929fef204595c\" tg-width=\"1280\" tg-height=\"687\"><span>EV / Fwd EBIT and EV / Fwd Rev trend. Data source: S&amp;P Capital IQ</span></p>\n<p>When we consider BABA's TEV / EBIT historical range, where the 3Y mean read 33.54x, BABA’s EV / Fwd EBIT trend certainly imply a hugely undervalued stock as BABA is still expected to grow its revenue and operating profits rapidly. However, as we wanted to obtain greater clarity over how its counterparts are also valued, we thought it would be useful if we value BABA’s EBIT over a set of benchmark companies that is presented below.</p>\n<p class=\"t-img-caption\"><img src=\"https://static.tigerbbs.com/d27873e676dfb23c98d4a69aa5861e02\" tg-width=\"1280\" tg-height=\"1117\"><span>Peers EV / EBIT Valuations. Data source: S&amp;P Capital IQ</span></p>\n<p>By using a blend of historical and forward EBIT, we could see that BABA’s EV / EBIT really looks undervalued when compared to the median value of the set of observed values from the benchmark companies. We derived a fair value range for BABA of $294.98 at the midpoint of the range, that represented a potential upside of 40.5% based on the current stock price of $210.</p>\n<p><b>Risks to Assumptions</b></p>\n<p>Now, it’s obviously baffling to watch how Mr. Market has decided to discount BABA to such an extent as if the company has lost all its key sources of growth, when in fact there is still so much potential upside coming from its commerce segment, the new marketplace initiatives and its growing Ali Cloud segment, among others. The main realistic reason that we identified for the stock's underperformance would simply be regulatory risk. We think investors should acknowledge that this risk is very real and at times huge Chinese companies have found themselves to be subjected to extra scrutiny (which is nothing new in fact) by the Chinese government. What’s critical here is that the Chinese government seemingly has significant clout over the behavior and actions of their tech behemoths that at times may be largely unpredictable. The market certainly hates unpredictability and therefore they may have significantly discounted BABA as a result of that. If investors are not able to handle uncertainty with regard to potentially unpredictable regulatory actions and their aftermath, then BABA may not be appropriate for you. However, if you believe that this is just a blip in BABA’s long journey, then you would surely find BABA's valuations extremely attractive right now, coupled with a long term mindset.</p>\n<p><b>Wrapping It All Up</b></p>\n<p>Alibaba has continued to deliver solid results that demonstrated the strong capability of the company to execute well. As the company continues to operate within a market with so many growth drivers that are expected to drive the company’s future growth, investors should find the current valuations highly attractive.</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>Alibaba Stock: The Bottoming Process Looks To Be Forming Already</title>\n<style type=\"text/css\">\na,abbr,acronym,address,applet,article,aside,audio,b,big,blockquote,body,canvas,caption,center,cite,code,dd,del,details,dfn,div,dl,dt,\nem,embed,fieldset,figcaption,figure,footer,form,h1,h2,h3,h4,h5,h6,header,hgroup,html,i,iframe,img,ins,kbd,label,legend,li,mark,menu,nav,\nobject,ol,output,p,pre,q,ruby,s,samp,section,small,span,strike,strong,sub,summary,sup,table,tbody,td,tfoot,th,thead,time,tr,tt,u,ul,var,video{ font:inherit;margin:0;padding:0;vertical-align:baseline;border:0 }\nbody{ font-size:16px; line-height:1.5; color:#999; background:transparent; }\n.wrapper{ overflow:hidden;word-break:break-all;padding:10px; }\nh1,h2{ font-weight:normal; line-height:1.35; margin-bottom:.6em; }\nh3,h4,h5,h6{ line-height:1.35; margin-bottom:1em; }\nh1{ font-size:24px; }\nh2{ font-size:20px; }\nh3{ font-size:18px; }\nh4{ font-size:16px; }\nh5{ font-size:14px; }\nh6{ font-size:12px; }\np,ul,ol,blockquote,dl,table{ margin:1.2em 0; }\nul,ol{ margin-left:2em; }\nul{ list-style:disc; }\nol{ list-style:decimal; }\nli,li p{ margin:10px 0;}\nimg{ max-width:100%;display:block;margin:0 auto 1em; }\nblockquote{ color:#B5B2B1; border-left:3px solid #aaa; padding:1em; }\nstrong,b{font-weight:bold;}\nem,i{font-style:italic;}\ntable{ width:100%;border-collapse:collapse;border-spacing:1px;margin:1em 0;font-size:.9em; }\nth,td{ padding:5px;text-align:left;border:1px solid #aaa; }\nth{ font-weight:bold;background:#5d5d5d; }\n.symbol-link{font-weight:bold;}\n/* header{ border-bottom:1px solid #494756; } */\n.title{ margin:0 0 8px;line-height:1.3;color:#ddd; }\n.meta {color:#5e5c6d;font-size:13px;margin:0 0 .5em; }\na{text-decoration:none; color:#2a4b87;}\n.meta .head { display: inline-block; overflow: hidden}\n.head .h-thumb { width: 30px; height: 30px; margin: 0; padding: 0; border-radius: 50%; float: left;}\n.head .h-content { margin: 0; padding: 0 0 0 9px; float: left;}\n.head .h-name {font-size: 13px; color: #eee; margin: 0;}\n.head .h-time {font-size: 11px; color: #7E829C; margin: 0;line-height: 11px;}\n.small {font-size: 12.5px; display: inline-block; transform: scale(0.9); -webkit-transform: scale(0.9); transform-origin: left; -webkit-transform-origin: left;}\n.smaller {font-size: 12.5px; display: inline-block; transform: scale(0.8); -webkit-transform: scale(0.8); transform-origin: left; -webkit-transform-origin: left;}\n.bt-text {font-size: 12px;margin: 1.5em 0 0 0}\n.bt-text p {margin: 0}\n</style>\n</head>\n<body>\n<div class=\"wrapper\">\n<header>\n<h2 class=\"title\">\nAlibaba Stock: The Bottoming Process Looks To Be Forming Already\n</h2>\n\n<h4 class=\"meta\">\n\n\n2021-06-18 09:07 GMT+8&nbsp;&nbsp;&nbsp;<a href=https://seekingalpha.com/article/4435297-alibaba-stock-bottoming-process-forming-buy-now><strong>seekingalpha</strong></a>\n\n\n</h4>\n\n</header>\n<article>\n<div>\n<p>Summary\n\nAlibaba is probably the most undervalued growth stock right now.\nThe company’s multiple growth drivers within a rapidly expanding market made its valuations look even more baffling.\nThe short...</p>\n\n<a href=\"https://seekingalpha.com/article/4435297-alibaba-stock-bottoming-process-forming-buy-now\">Source Link</a>\n\n</div>\n\n\n</article>\n</div>\n</body>\n</html>\n","type":0,"thumbnail":"","relate_stocks":{"09988":"阿里巴巴-W","BABA":"阿里巴巴"},"source_url":"https://seekingalpha.com/article/4435297-alibaba-stock-bottoming-process-forming-buy-now","is_english":true,"share_image_url":"https://static.laohu8.com/e9f99090a1c2ed51c021029395664489","article_id":"1175693382","content_text":"Summary\n\nAlibaba is probably the most undervalued growth stock right now.\nThe company’s multiple growth drivers within a rapidly expanding market made its valuations look even more baffling.\nThe short term technical picture may be turning bullish with a potential double bottom price action signal.\nWe discuss the company’s multiple growth drivers and let investors judge for themselves.\n\nYongyuan Dai/iStock Unreleased via Getty Images\nThe Technical Thesis\nSource: TradingView\nAlibaba’s stock price has endured a terrible 8 months ever since its Ant Financial IPO was pulled in early Nov 20, with the stock languishing in the doldrums 34% off its high. When considering the health of its long term uptrend, it’s clear that BABA has a relatively strong uptrend bias and has generally been well supported along its key 50W MA. The only other time in the last 4 years that it lost its key 50W MA support level was during the 2018 bear market where BABA dropped about 40%, but was still well supported above the important 200W MA, which we usually consider as the “last line of defense”. Right now BABA is somewhat facing a similar situation again: down 34%, lost the 50W MA, but looks to be well supported above the 200W MA. In addition to that, one interesting observation in price action analysis may lead price action traders/investors to be especially bullish: a potential double bottom formation. BABA's price is seemingly going through a double bottom like it did during the 2018 bear market before it rallied strongly thereafter. As a result, BABA’s current level may offer a possible technical buy entry point now.\nBABA's Fundamental Thesis: Rapidly Expanding Growth Drivers\nAnnual GMV. Data source: Company filings\nAnnual e-commerce revenue. Data source: Company filings\nBABA’s GMV grew from 1.68T yuan to 7.49T yuan in just a matter of 7 years, which represented a CAGR of 23.8%, a truly amazing growth rate. We also saw its GMV growth being converted into revenue growth as its China commerce revenue grew from 7.67B yuan to 473.68B yuan, at a CAGR of 51% over the last 10 years. While its international footprint remains considerably smaller, it still grew at a CAGR of 30.42% over the last 10 years, which was by no means slow.\nEven though China’s e-commerce market is expected to grow considerably slower at a CAGR of 12.4% over the next three years, from 13.8T yuan, equivalent to $2.16T in 2021 to 19.6T yuan,equivalent to $3.06T by 2024, the massive size of the market still offers tremendous upside potential for BABA and its closest competitors to grow into.\nE-commerce revenue in the U.S. Data source: Statista\nWhen we take things into clearer perspective by comparing China’s growth rate and size of its market to that of the U.S. e-commerce market, we could see the huge differences in their sizes and growth rates as the U.S. e-commerce market is only expected to grow at a CAGR of 4.67% from 2021 to 2025, which is significantly slower than China’s 12.4%. In addition, the U.S. market is also expected to reach about $563B in total revenue, which is 18% of what the China market is expected to be worth by then.\nPeers EBIT Margin and Projected EBIT Margin. Data source: S&P Capital IQ\nEven though Alibaba has been facing increased competitive pressures from its fast growing key competitors: JD.com(NASDAQ:JD)and Pinduoduo(NASDAQ:PDD), BABA has already been operating a much more profitable business (both EBIT and FCF), and is expected to continue delivering strong profitability moving forward, which should give the company tremendous flexibility to compete head on with JD and PDD in its quest to extend its leadership. Investors may observe that BABA’s EBIT margin was affected by the one-off administrative penalty of $2,782M that was reflected in its SG&A, and therefore skewed its EBIT margin to the downside.\nOne important move was the company’s decision to further its investment in the Community Marketplace, which is PDD’s main e-commerce strategy that saw PDD gain a total of 823M AAC in its latest quarter as compared to BABA’s 891M AAC. PDD’s AAC growth is truly phenomenal considering it had only 100M AAC in Q2’C17 as compared to BABA’s 466M AAC in the same period.\nTherefore, the momentum of growth has surely swung over to the Community Marketplace segment and BABA would need to pull out its big guns (which it has) to compete for dominance with PDD and JD.\nMarket size of community group buying in China. Data source: iiMedia Research\nEven though the expected total market size of 102B yuan by 2022 represented only about 21.5% of BABA’s FY 21 China commerce revenue, the expected rapid CAGR of 44.22% over 3 years from 2019 to 2022 cannot be missed by BABA. Although the market is still relatively small, BABA cannot allow the current leader in this market: PDD to so easily dominate and gobble up the early high growth rates at the ignorance of everyone else. Certainly BABA must compete and fight for its place in this segment and strive for early leadership to prevent PDD from extending its lead.\nPDD profitability metrics & revenue growth forecast. Data source: S&P Capital IQ\nWe could observe from the above chart that PDD is expected to continue growing its revenue rapidly over the next few years, even though they are expected to normalize subsequently. More importantly, PDD is also expected to increasingly improve its EBIT and FCF profitability moving forward. This shows that the Community Marketplace segment is an highly important growth driver that BABA must use its strength to exploit in order to deny PDD’s claim to undisputed leadership so early on in the game.\nChina public cloud spending. Source:China Internet Watch; Canalys\nSize of China public cloud market. Data source: CAICT; Sina.com.cn\nBABA has a 40% share in China’s public cloud market, way ahead of its key competitors. However, it’s important to note that despite this leadership, BABA is still in heavy investment mode to continue growing its market share as China’s public cloud market is expected to grow from 26.48B yuan in 2017 to 230.74B yuan by 2023, which would represent a CAGR of 43.4%, an incredibly stellar growth rate. This is especially clear when we compare China’s growth rate to the worldwide growth rate (see below) as public cloud spending worldwide is expected to grow from $145B in 2017 to $397B by 2022, that would represent a CAGR of 22.3%.\nWorldwide public cloud spending. Data source: Gartner\nWorldwide public cloud market share. Source:CnTechPost; Gartner\nTherefore, I don’t find it surprising that Ali Cloud has continued to extend its lead over Alphabet’s(NASDAQ:GOOGL)(NASDAQ:GOOG)GCP with a market share of 9.5% in 2020. While AMZN remains the clear leader in the market, its market share has been coming down considerably as public cloud spending continues to expand, indicating that there is a huge potential for growth for multiple players to exist. With BABA’s leadership in the rapidly expanding Chinese market, I’m increasingly bullish on the future profit and FCF contribution from this segment to BABA’s performance over time. Although BABA’s cloud segment has not been EBIT profitable yet (FY 21 EBIT margin: -15%, FY 20 EBIT margin: -17.5%), it’s also useful to note that GCP has also not been profitable for Alphabet as well (FY 20 EBIT margin: -42.9%, FY 19 EBIT margin: -52%). Therefore, we need to give BABA some time to scale up its cloud services in APAC and in China where it is expected to have stronger leadership to allow it to grow faster and investors should expect this to be a highly profitable segment over time.\nBABA's Valuations Look Highly Compelling\nNTM TEV / EBIT 3Y range.\nEV / Fwd EBIT and EV / Fwd Rev trend. Data source: S&P Capital IQ\nWhen we consider BABA's TEV / EBIT historical range, where the 3Y mean read 33.54x, BABA’s EV / Fwd EBIT trend certainly imply a hugely undervalued stock as BABA is still expected to grow its revenue and operating profits rapidly. However, as we wanted to obtain greater clarity over how its counterparts are also valued, we thought it would be useful if we value BABA’s EBIT over a set of benchmark companies that is presented below.\nPeers EV / EBIT Valuations. Data source: S&P Capital IQ\nBy using a blend of historical and forward EBIT, we could see that BABA’s EV / EBIT really looks undervalued when compared to the median value of the set of observed values from the benchmark companies. We derived a fair value range for BABA of $294.98 at the midpoint of the range, that represented a potential upside of 40.5% based on the current stock price of $210.\nRisks to Assumptions\nNow, it’s obviously baffling to watch how Mr. Market has decided to discount BABA to such an extent as if the company has lost all its key sources of growth, when in fact there is still so much potential upside coming from its commerce segment, the new marketplace initiatives and its growing Ali Cloud segment, among others. The main realistic reason that we identified for the stock's underperformance would simply be regulatory risk. We think investors should acknowledge that this risk is very real and at times huge Chinese companies have found themselves to be subjected to extra scrutiny (which is nothing new in fact) by the Chinese government. What’s critical here is that the Chinese government seemingly has significant clout over the behavior and actions of their tech behemoths that at times may be largely unpredictable. The market certainly hates unpredictability and therefore they may have significantly discounted BABA as a result of that. If investors are not able to handle uncertainty with regard to potentially unpredictable regulatory actions and their aftermath, then BABA may not be appropriate for you. However, if you believe that this is just a blip in BABA’s long journey, then you would surely find BABA's valuations extremely attractive right now, coupled with a long term mindset.\nWrapping It All Up\nAlibaba has continued to deliver solid results that demonstrated the strong capability of the company to execute well. As the company continues to operate within a market with so many growth drivers that are expected to drive the company’s future growth, investors should find the current valuations highly attractive.","news_type":1,"symbols_score_info":{"09988":0.9,"BABA":0.9}},"isVote":1,"tweetType":1,"viewCount":2668,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"EN","totalScore":0},{"id":184460981,"gmtCreate":1623721859243,"gmtModify":1704209542408,"author":{"id":"3575091991798366","authorId":"3575091991798366","name":"ongkianlee","avatar":"https://static.tigerbbs.com/af4ea72d329c61f3a8ed9226ee44cf3c","crmLevel":11,"crmLevelSwitch":0,"followedFlag":false,"authorIdStr":"3575091991798366","idStr":"3575091991798366"},"themes":[],"htmlText":"Like n comment pls&nbsp;","listText":"Like n comment pls&nbsp;","text":"Like n comment 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href=\"https://laohu8.com/S/.DJI\">$道瓊斯(.DJI)$</a>端午節吃點喝點看點，挺好！<a href=\"https://laohu8.com/S/.IXIC\">$納斯達克(.IXIC)$</a>","listText":"<a href=\"https://laohu8.com/S/.DJI\">$道瓊斯(.DJI)$</a>端午節吃點喝點看點，挺好！<a href=\"https://laohu8.com/S/.IXIC\">$納斯達克(.IXIC)$</a>","text":"$道瓊斯(.DJI)$端午節吃點喝點看點，挺好！$納斯達克(.IXIC)$","images":[{"img":"https://static.tigerbbs.com/fd8d8c9becc26d0db073f0904a2c11e1","width":"3024","height":"4032"},{"img":"https://static.tigerbbs.com/051d99507434c60de9403b2d33565e74","width":"4032","height":"3024"},{"img":"https://static.tigerbbs.com/098d779e396390d980fdfcb5a2815b17","width":"4032","height":"3024"}],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":0,"commentSize":0,"repostSize":0,"link":"https://ttm.financial/post/185642395","isVote":1,"tweetType":1,"viewCount":0,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":3,"langContent":"CN","totalScore":0},"isVote":1,"tweetType":1,"viewCount":2721,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"EN","totalScore":0},{"id":182933403,"gmtCreate":1623549975002,"gmtModify":1704205837048,"author":{"id":"3575091991798366","authorId":"3575091991798366","name":"ongkianlee","avatar":"https://static.tigerbbs.com/af4ea72d329c61f3a8ed9226ee44cf3c","crmLevel":11,"crmLevelSwitch":0,"followedFlag":false,"authorIdStr":"3575091991798366","idStr":"3575091991798366"},"themes":[],"htmlText":"Nice","listText":"Nice","text":"Nice","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":0,"commentSize":0,"repostSize":0,"link":"https://ttm.financial/post/182933403","repostId":"181754646","repostType":1,"repost":{"id":181754646,"gmtCreate":1623413563485,"gmtModify":1704202927476,"author":{"id":"3572079433999630","authorId":"3572079433999630","name":"奇偶派","avatar":"https://static.tigerbbs.com/45f332d3ec9daf6d671ff8477dea6956","crmLevel":1,"crmLevelSwitch":0,"followedFlag":false,"authorIdStr":"3572079433999630","idStr":"3572079433999630"},"themes":[],"title":"阿里老了？","htmlText":"過去的一年，堪稱阿里<a target=\"_blank\" href=\"https://laohu8.com/S/09988\">$阿里巴巴-SW(09988)$</a>&nbsp;的水逆，螞蟻金服觸發一系列反壟斷效應，被罰了182個億。自己的電商業務，被拼多多迎頭痛擊。阿里雲叫好卻不叫座，其他業務更是難以拿得出手。因爲這些原因，被罰的阿里也迎來了上市以來首次季度虧損。有人說，監管終於落地，阿里可以再度起飛了，但也有人說，更大的危機還在後面。不管怎樣，阿里受到重創是事實，但這絕不僅僅是監管的問題。真正的問題是，阿里在面對危機時似乎不夠敏銳了。曾經一直引領潮頭的阿里，現在卻處處受制於人。阿里真的老了嗎？“網絡超市”在消逝“三十年河東，三十年河西”。誕生之初的阿里，是個頗具傳奇色彩的公司，扛着共贏的大旗，先抗eBay，再戰亞馬遜，“讓天下沒有難做的生意”。2004年“淘寶+支付寶”的體系完善，也成功開啓了網購元年。那時阿里如同剛登陸新大陸的探險者一樣，開拓了一片富饒的處女地。這塊蛋糕足夠得大，所有的小生意人都能夠共享這份繁華。2017年，馬雲拍了一部電影《功守道》，在電影裏，馬雲拳打腳踢所有高手，儼然天下第一。這電影，似乎就像阿里的願景一樣，要做就得做到無人能敵。但理想很豐滿，現實太骨感，阿里的各項業務早已陷入了十面埋伏之中。核心電商，京東攻其上肢，拼多多殺其下盤；信用支付上，微信支付用“紅包”偷家後已經與支付寶江湖並立；餓了麼自從被收購後，一蹶不振，被美團壓着打；抖音，快手正在推動的“興趣電商”更是讓阿里愁眉難展。誕生於1999年的阿里已經22歲了，曾經號令天下誰敢不從，現在看着一羣后起之秀，卻陷入了“拔劍四顧心茫然”。截至2020年底，拼多多年活躍買家數達7.884億，超過淘寶，成爲中國用戶規模最大的電商平臺。2月12日，日活躍用戶數爲2.59億，史上首次超過手機淘寶的2.37","listText":"過去的一年，堪稱阿里<a target=\"_blank\" href=\"https://laohu8.com/S/09988\">$阿里巴巴-SW(09988)$</a>&nbsp;的水逆，螞蟻金服觸發一系列反壟斷效應，被罰了182個億。自己的電商業務，被拼多多迎頭痛擊。阿里雲叫好卻不叫座，其他業務更是難以拿得出手。因爲這些原因，被罰的阿里也迎來了上市以來首次季度虧損。有人說，監管終於落地，阿里可以再度起飛了，但也有人說，更大的危機還在後面。不管怎樣，阿里受到重創是事實，但這絕不僅僅是監管的問題。真正的問題是，阿里在面對危機時似乎不夠敏銳了。曾經一直引領潮頭的阿里，現在卻處處受制於人。阿里真的老了嗎？“網絡超市”在消逝“三十年河東，三十年河西”。誕生之初的阿里，是個頗具傳奇色彩的公司，扛着共贏的大旗，先抗eBay，再戰亞馬遜，“讓天下沒有難做的生意”。2004年“淘寶+支付寶”的體系完善，也成功開啓了網購元年。那時阿里如同剛登陸新大陸的探險者一樣，開拓了一片富饒的處女地。這塊蛋糕足夠得大，所有的小生意人都能夠共享這份繁華。2017年，馬雲拍了一部電影《功守道》，在電影裏，馬雲拳打腳踢所有高手，儼然天下第一。這電影，似乎就像阿里的願景一樣，要做就得做到無人能敵。但理想很豐滿，現實太骨感，阿里的各項業務早已陷入了十面埋伏之中。核心電商，京東攻其上肢，拼多多殺其下盤；信用支付上，微信支付用“紅包”偷家後已經與支付寶江湖並立；餓了麼自從被收購後，一蹶不振，被美團壓着打；抖音，快手正在推動的“興趣電商”更是讓阿里愁眉難展。誕生於1999年的阿里已經22歲了，曾經號令天下誰敢不從，現在看着一羣后起之秀，卻陷入了“拔劍四顧心茫然”。截至2020年底，拼多多年活躍買家數達7.884億，超過淘寶，成爲中國用戶規模最大的電商平臺。2月12日，日活躍用戶數爲2.59億，史上首次超過手機淘寶的2.37","text":"過去的一年，堪稱阿里$阿里巴巴-SW(09988)$ 的水逆，螞蟻金服觸發一系列反壟斷效應，被罰了182個億。自己的電商業務，被拼多多迎頭痛擊。阿里雲叫好卻不叫座，其他業務更是難以拿得出手。因爲這些原因，被罰的阿里也迎來了上市以來首次季度虧損。有人說，監管終於落地，阿里可以再度起飛了，但也有人說，更大的危機還在後面。不管怎樣，阿里受到重創是事實，但這絕不僅僅是監管的問題。真正的問題是，阿里在面對危機時似乎不夠敏銳了。曾經一直引領潮頭的阿里，現在卻處處受制於人。阿里真的老了嗎？“網絡超市”在消逝“三十年河東，三十年河西”。誕生之初的阿里，是個頗具傳奇色彩的公司，扛着共贏的大旗，先抗eBay，再戰亞馬遜，“讓天下沒有難做的生意”。2004年“淘寶+支付寶”的體系完善，也成功開啓了網購元年。那時阿里如同剛登陸新大陸的探險者一樣，開拓了一片富饒的處女地。這塊蛋糕足夠得大，所有的小生意人都能夠共享這份繁華。2017年，馬雲拍了一部電影《功守道》，在電影裏，馬雲拳打腳踢所有高手，儼然天下第一。這電影，似乎就像阿里的願景一樣，要做就得做到無人能敵。但理想很豐滿，現實太骨感，阿里的各項業務早已陷入了十面埋伏之中。核心電商，京東攻其上肢，拼多多殺其下盤；信用支付上，微信支付用“紅包”偷家後已經與支付寶江湖並立；餓了麼自從被收購後，一蹶不振，被美團壓着打；抖音，快手正在推動的“興趣電商”更是讓阿里愁眉難展。誕生於1999年的阿里已經22歲了，曾經號令天下誰敢不從，現在看着一羣后起之秀，卻陷入了“拔劍四顧心茫然”。截至2020年底，拼多多年活躍買家數達7.884億，超過淘寶，成爲中國用戶規模最大的電商平臺。2月12日，日活躍用戶數爲2.59億，史上首次超過手機淘寶的2.37","images":[{"img":"https://static.tigerbbs.com/dd0f898920ddec8cea1700b933707d05","width":"900","height":"608"}],"top":1,"highlighted":2,"essential":1,"paper":2,"likeSize":0,"commentSize":0,"repostSize":0,"link":"https://ttm.financial/post/181754646","isVote":1,"tweetType":1,"viewCount":0,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":11,"langContent":"CN","totalScore":0},"isVote":1,"tweetType":1,"viewCount":2162,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"EN","totalScore":0},{"id":186955304,"gmtCreate":1623470704108,"gmtModify":1704204560089,"author":{"id":"3575091991798366","authorId":"3575091991798366","name":"ongkianlee","avatar":"https://static.tigerbbs.com/af4ea72d329c61f3a8ed9226ee44cf3c","crmLevel":11,"crmLevelSwitch":0,"followedFlag":false,"authorIdStr":"3575091991798366","idStr":"3575091991798366"},"themes":[],"htmlText":"Nice","listText":"Nice","text":"Nice","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":1,"commentSize":1,"repostSize":0,"link":"https://ttm.financial/post/186955304","repostId":"186027414","repostType":1,"repost":{"id":186027414,"gmtCreate":1623466277334,"gmtModify":1704204415590,"author":{"id":"35433028694349","authorId":"35433028694349","name":"老虎专刊","avatar":"https://static.laohu8.com/e0b93d50cf0df54ce7b1b746f78db36c","crmLevel":1,"crmLevelSwitch":0,"followedFlag":false,"authorIdStr":"35433028694349","idStr":"35433028694349"},"themes":[],"title":"【老虎週刊】老虎社區一週十大精華文章","htmlText":"嗨，虎友們好~這裏是老虎社區每週更新的欄目“老虎週刊”。 “老虎週刊”精選老虎社區虎友們一週精華寫作，希望對您的投資有所助力。 最好發現認識志同道合的虎友，一起投資一起成長。感謝虎友們支持，祝您投資順利！ 下面進入一週榜單： <a href=\"https://laohu8.com/TW/https://laohu8.com/TW/180429371\" target=\"_blank\">電子煙行業是走出至暗時刻還是鈍刀子割頭呢？</a> 發佈者：<a target=\"_blank\" href=\"https://laohu8.com/U/3455010204124761\">@李歐成</a> 很多人說電子煙行業年增速翻倍，中國現在的滲透率還不到3%，RLX和思摩爾兩家超百億營收高達50%利潤率，你纔給10-20倍估值有沒有搞錯。對不起我沒搞錯，你看全球新型菸草老大PM,1500億美元市值才17倍pe，單拿HNB業務出來數據也是傲視羣雄。 爲啥菸草估值不高，那是因爲美股市場上有個ESG概念，菸草股被列入不道德名單所以不會有ETF持有，菸草股只能以高股息吸引投資者... <a href=\"https://laohu8.com/TW/https://laohu8.com/TW/117164484\" target=\"_blank\">【科普】一文了解美股增發</a> 發佈者：<a target=\"_blank\" href=\"https://laohu8.com/U/36989258284800\">@小虎老師</a> 近幾個月中有不少中概股進行增發，包括：蔚來，理想，小鵬，拼多多，再鼎醫藥，達達等。而美股增發是怎樣的過程，怎樣理解增發的專業詞彙？ 本文通過5個問題幫你解答。","listText":"嗨，虎友們好~這裏是老虎社區每週更新的欄目“老虎週刊”。 “老虎週刊”精選老虎社區虎友們一週精華寫作，希望對您的投資有所助力。 最好發現認識志同道合的虎友，一起投資一起成長。感謝虎友們支持，祝您投資順利！ 下面進入一週榜單： <a href=\"https://laohu8.com/TW/https://laohu8.com/TW/180429371\" target=\"_blank\">電子煙行業是走出至暗時刻還是鈍刀子割頭呢？</a> 發佈者：<a target=\"_blank\" href=\"https://laohu8.com/U/3455010204124761\">@李歐成</a> 很多人說電子煙行業年增速翻倍，中國現在的滲透率還不到3%，RLX和思摩爾兩家超百億營收高達50%利潤率，你纔給10-20倍估值有沒有搞錯。對不起我沒搞錯，你看全球新型菸草老大PM,1500億美元市值才17倍pe，單拿HNB業務出來數據也是傲視羣雄。 爲啥菸草估值不高，那是因爲美股市場上有個ESG概念，菸草股被列入不道德名單所以不會有ETF持有，菸草股只能以高股息吸引投資者... <a href=\"https://laohu8.com/TW/https://laohu8.com/TW/117164484\" target=\"_blank\">【科普】一文了解美股增發</a> 發佈者：<a target=\"_blank\" href=\"https://laohu8.com/U/36989258284800\">@小虎老師</a> 近幾個月中有不少中概股進行增發，包括：蔚來，理想，小鵬，拼多多，再鼎醫藥，達達等。而美股增發是怎樣的過程，怎樣理解增發的專業詞彙？ 本文通過5個問題幫你解答。","text":"嗨，虎友們好~這裏是老虎社區每週更新的欄目“老虎週刊”。 “老虎週刊”精選老虎社區虎友們一週精華寫作，希望對您的投資有所助力。 最好發現認識志同道合的虎友，一起投資一起成長。感謝虎友們支持，祝您投資順利！ 下面進入一週榜單： 電子煙行業是走出至暗時刻還是鈍刀子割頭呢？ 發佈者：@李歐成 很多人說電子煙行業年增速翻倍，中國現在的滲透率還不到3%，RLX和思摩爾兩家超百億營收高達50%利潤率，你纔給10-20倍估值有沒有搞錯。對不起我沒搞錯，你看全球新型菸草老大PM,1500億美元市值才17倍pe，單拿HNB業務出來數據也是傲視羣雄。 爲啥菸草估值不高，那是因爲美股市場上有個ESG概念，菸草股被列入不道德名單所以不會有ETF持有，菸草股只能以高股息吸引投資者... 【科普】一文了解美股增發 發佈者：@小虎老師 近幾個月中有不少中概股進行增發，包括：蔚來，理想，小鵬，拼多多，再鼎醫藥，達達等。而美股增發是怎樣的過程，怎樣理解增發的專業詞彙？ 本文通過5個問題幫你解答。","images":[{"img":"https://static.tigerbbs.com/79609576aefe428d0e88056c76065892","width":"1280","height":"2533"},{"img":"https://static.tigerbbs.com/86e8560557792e695791f1bd02f6590c","width":"660","height":"293"},{"img":"https://static.tigerbbs.com/d415a0601092f25450d3c83d3bf8b7eb","width":"1130","height":"298"}],"top":1,"highlighted":2,"essential":2,"paper":2,"likeSize":0,"commentSize":0,"repostSize":0,"link":"https://ttm.financial/post/186027414","isVote":1,"tweetType":1,"viewCount":0,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":8,"langContent":"CN","totalScore":0},"isVote":1,"tweetType":1,"viewCount":2966,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"EN","totalScore":0},{"id":181407356,"gmtCreate":1623405187375,"gmtModify":1704202702733,"author":{"id":"3575091991798366","authorId":"3575091991798366","name":"ongkianlee","avatar":"https://static.tigerbbs.com/af4ea72d329c61f3a8ed9226ee44cf3c","crmLevel":11,"crmLevelSwitch":0,"followedFlag":false,"authorIdStr":"3575091991798366","idStr":"3575091991798366"},"themes":[],"htmlText":"Great 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pls","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":2,"commentSize":2,"repostSize":0,"link":"https://ttm.financial/post/181369199","repostId":"2142787662","repostType":2,"repost":{"id":"2142787662","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":"T-Reuters","id":"1086160438","head_image":"https://static.tigerbbs.com/a113a995fbbc262262d15a5ce37e7bc5"},"pubTimestamp":1623369388,"share":"https://ttm.financial/m/news/2142787662?lang=en_US&edition=fundamental","pubTime":"2021-06-11 07:56","market":"us","language":"en","title":"Nvidia Says Has Agreed To Acquire Deepmap, A Startup Dedicated To Building High-Definition Maps For Autonomous Vehicles","url":"https://stock-news.laohu8.com/highlight/detail?id=2142787662","media":"T-Reuters","summary":"NVIDIA Corp:Says Has Agreed To Acquire Deepmap, A Startup Dedicated To Building High-Definition Maps For Autonomous Vehicles To Navigate The World Safely.Further Company Coverage: Nvda.O.","content":"<p>NVIDIA Corp:Says Has Agreed To Acquire Deepmap, A Startup Dedicated To Building High-Definition Maps For Autonomous Vehicles To Navigate The World Safely.Further Company Coverage: Nvda.O. </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>Nvidia Says Has Agreed To Acquire Deepmap, A Startup Dedicated To Building High-Definition Maps For Autonomous Vehicles</title>\n<style 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07:56</p>\n</div>\n\n</a>\n\n\n</h4>\n\n</header>\n<article>\n<p>NVIDIA Corp:Says Has Agreed To Acquire Deepmap, A Startup Dedicated To Building High-Definition Maps For Autonomous Vehicles To Navigate The World Safely.Further Company Coverage: Nvda.O. </p>\n\n</article>\n</div>\n</body>\n</html>\n","type":0,"thumbnail":"","relate_stocks":{"NVDA":"英伟达"},"is_english":true,"share_image_url":"https://static.laohu8.com/e9f99090a1c2ed51c021029395664489","article_id":"2142787662","content_text":"NVIDIA Corp:Says Has Agreed To Acquire Deepmap, A Startup Dedicated To Building High-Definition Maps For Autonomous Vehicles To Navigate The World Safely.Further Company Coverage: Nvda.O.","news_type":1,"symbols_score_info":{"NVDA":0.9}},"isVote":1,"tweetType":1,"viewCount":927,"authorTweetTopStatus":1,"verified":2,"comments":[{"author":{"id":"3575091991798366","authorId":"3575091991798366","name":"ongkianlee","avatar":"https://static.tigerbbs.com/af4ea72d329c61f3a8ed9226ee44cf3c","crmLevel":11,"crmLevelSwitch":0,"authorIdStr":"3575091991798366","idStr":"3575091991798366"},"content":"comment pls","text":"comment pls","html":"comment pls"}],"imageCount":0,"langContent":"EN","totalScore":0},{"id":181369039,"gmtCreate":1623374433521,"gmtModify":1704201938257,"author":{"id":"3575091991798366","authorId":"3575091991798366","name":"ongkianlee","avatar":"https://static.tigerbbs.com/af4ea72d329c61f3a8ed9226ee44cf3c","crmLevel":11,"crmLevelSwitch":0,"followedFlag":false,"authorIdStr":"3575091991798366","idStr":"3575091991798366"},"themes":[],"htmlText":"Wah... like n comment pls","listText":"Wah... like n comment pls","text":"Wah... like n comment pls","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":2,"commentSize":1,"repostSize":0,"link":"https://ttm.financial/post/181369039","repostId":"2142787662","repostType":2,"repost":{"id":"2142787662","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":"T-Reuters","id":"1086160438","head_image":"https://static.tigerbbs.com/a113a995fbbc262262d15a5ce37e7bc5"},"pubTimestamp":1623369388,"share":"https://ttm.financial/m/news/2142787662?lang=en_US&edition=fundamental","pubTime":"2021-06-11 07:56","market":"us","language":"en","title":"Nvidia Says Has Agreed To Acquire Deepmap, A Startup Dedicated To Building High-Definition Maps For Autonomous Vehicles","url":"https://stock-news.laohu8.com/highlight/detail?id=2142787662","media":"T-Reuters","summary":"NVIDIA Corp:Says Has Agreed To Acquire Deepmap, A Startup Dedicated To Building High-Definition Maps For Autonomous Vehicles To Navigate The World Safely.Further Company Coverage: Nvda.O.","content":"<p>NVIDIA Corp:Says Has Agreed To Acquire Deepmap, A Startup Dedicated To Building High-Definition Maps For Autonomous Vehicles To Navigate The World Safely.Further Company Coverage: Nvda.O. </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>Nvidia Says Has Agreed To Acquire Deepmap, A Startup Dedicated To Building High-Definition Maps For Autonomous Vehicles</title>\n<style type=\"text/css\">\na,abbr,acronym,address,applet,article,aside,audio,b,big,blockquote,body,canvas,caption,center,cite,code,dd,del,details,dfn,div,dl,dt,\nem,embed,fieldset,figcaption,figure,footer,form,h1,h2,h3,h4,h5,h6,header,hgroup,html,i,iframe,img,ins,kbd,label,legend,li,mark,menu,nav,\nobject,ol,output,p,pre,q,ruby,s,samp,section,small,span,strike,strong,sub,summary,sup,table,tbody,td,tfoot,th,thead,time,tr,tt,u,ul,var,video{ font:inherit;margin:0;padding:0;vertical-align:baseline;border:0 }\nbody{ font-size:16px; line-height:1.5; color:#999; background:transparent; }\n.wrapper{ overflow:hidden;word-break:break-all;padding:10px; }\nh1,h2{ font-weight:normal; line-height:1.35; margin-bottom:.6em; }\nh3,h4,h5,h6{ line-height:1.35; margin-bottom:1em; }\nh1{ font-size:24px; }\nh2{ font-size:20px; }\nh3{ font-size:18px; }\nh4{ font-size:16px; }\nh5{ font-size:14px; }\nh6{ font-size:12px; }\np,ul,ol,blockquote,dl,table{ margin:1.2em 0; }\nul,ol{ margin-left:2em; }\nul{ list-style:disc; }\nol{ list-style:decimal; }\nli,li p{ margin:10px 0;}\nimg{ max-width:100%;display:block;margin:0 auto 1em; }\nblockquote{ color:#B5B2B1; border-left:3px solid #aaa; padding:1em; }\nstrong,b{font-weight:bold;}\nem,i{font-style:italic;}\ntable{ width:100%;border-collapse:collapse;border-spacing:1px;margin:1em 0;font-size:.9em; }\nth,td{ padding:5px;text-align:left;border:1px solid #aaa; }\nth{ font-weight:bold;background:#5d5d5d; }\n.symbol-link{font-weight:bold;}\n/* header{ border-bottom:1px solid #494756; } */\n.title{ margin:0 0 8px;line-height:1.3;color:#ddd; }\n.meta {color:#5e5c6d;font-size:13px;margin:0 0 .5em; }\na{text-decoration:none; color:#2a4b87;}\n.meta .head { display: inline-block; overflow: hidden}\n.head .h-thumb { width: 30px; height: 30px; margin: 0; padding: 0; border-radius: 50%; float: left;}\n.head .h-content { margin: 0; padding: 0 0 0 9px; float: left;}\n.head .h-name {font-size: 13px; color: #eee; margin: 0;}\n.head .h-time {font-size: 11px; color: #7E829C; margin: 0;line-height: 11px;}\n.small {font-size: 12.5px; display: inline-block; transform: scale(0.9); -webkit-transform: scale(0.9); transform-origin: left; -webkit-transform-origin: left;}\n.smaller {font-size: 12.5px; display: inline-block; transform: scale(0.8); -webkit-transform: scale(0.8); transform-origin: left; -webkit-transform-origin: left;}\n.bt-text {font-size: 12px;margin: 1.5em 0 0 0}\n.bt-text p {margin: 0}\n</style>\n</head>\n<body>\n<div class=\"wrapper\">\n<header>\n<h2 class=\"title\">\nNvidia Says Has Agreed To Acquire Deepmap, A Startup Dedicated To Building High-Definition Maps For Autonomous Vehicles\n</h2>\n\n<h4 class=\"meta\">\n\n\n<a class=\"head\" href=\"https://laohu8.com/wemedia/1086160438\">\n\n\n<div class=\"h-thumb\" style=\"background-image:url(https://static.tigerbbs.com/a113a995fbbc262262d15a5ce37e7bc5);background-size:cover;\"></div>\n\n<div class=\"h-content\">\n<p class=\"h-name\">T-Reuters </p>\n<p class=\"h-time\">2021-06-11 07:56</p>\n</div>\n\n</a>\n\n\n</h4>\n\n</header>\n<article>\n<p>NVIDIA Corp:Says Has Agreed To Acquire Deepmap, A Startup Dedicated To Building High-Definition Maps For Autonomous Vehicles To Navigate The World Safely.Further Company Coverage: Nvda.O. </p>\n\n</article>\n</div>\n</body>\n</html>\n","type":0,"thumbnail":"","relate_stocks":{"NVDA":"英伟达"},"is_english":true,"share_image_url":"https://static.laohu8.com/e9f99090a1c2ed51c021029395664489","article_id":"2142787662","content_text":"NVIDIA Corp:Says Has Agreed To Acquire Deepmap, A Startup Dedicated To Building High-Definition Maps For Autonomous Vehicles To Navigate The World Safely.Further Company Coverage: Nvda.O.","news_type":1,"symbols_score_info":{"NVDA":0.9}},"isVote":1,"tweetType":1,"viewCount":1108,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"EN","totalScore":0},{"id":183971299,"gmtCreate":1623304010211,"gmtModify":1704200482934,"author":{"id":"3575091991798366","authorId":"3575091991798366","name":"ongkianlee","avatar":"https://static.tigerbbs.com/af4ea72d329c61f3a8ed9226ee44cf3c","crmLevel":11,"crmLevelSwitch":0,"followedFlag":false,"authorIdStr":"3575091991798366","idStr":"3575091991798366"},"themes":[],"htmlText":"Like n comment pls&nbsp;","listText":"Like n comment pls&nbsp;","text":"Like n comment pls","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":2,"commentSize":1,"repostSize":0,"link":"https://ttm.financial/post/183971299","repostId":"183041969","repostType":1,"repost":{"id":183041969,"gmtCreate":1623296535147,"gmtModify":1704200324918,"author":{"id":"3514329116425907","authorId":"3514329116425907","name":"小虎AV","avatar":"https://static.tigerbbs.com/91101bd3142b32495c3131036d5f8afa","crmLevel":1,"crmLevelSwitch":0,"followedFlag":false,"authorIdStr":"3514329116425907","idStr":"3514329116425907"},"themes":[],"title":"王傳福談雷軍造車：50億不算錢，時間比錢更重要，浪費了買不到","htmlText":"\n \n \n  比亞迪董事長兼總裁王傳福在亞布力論壇上表示，很多大咖進來造車，50億不算錢。比如說像雷軍準備投資1000個億。關鍵是浪費你三年的時間，這三年時間要值多少錢？拿錢是買不到的。[喲喲]<a href=\"https://laohu8.com/S/01211\">$比亞迪股份(01211)$</a> <a href=\"https://laohu8.com/S/01810\">$小米集團-W(01810)$</a>\n \n","listText":"比亞迪董事長兼總裁王傳福在亞布力論壇上表示，很多大咖進來造車，50億不算錢。比如說像雷軍準備投資1000個億。關鍵是浪費你三年的時間，這三年時間要值多少錢？拿錢是買不到的。[喲喲]<a href=\"https://laohu8.com/S/01211\">$比亞迪股份(01211)$</a> <a href=\"https://laohu8.com/S/01810\">$小米集團-W(01810)$</a>","text":"比亞迪董事長兼總裁王傳福在亞布力論壇上表示，很多大咖進來造車，50億不算錢。比如說像雷軍準備投資1000個億。關鍵是浪費你三年的時間，這三年時間要值多少錢？拿錢是買不到的。[喲喲]$比亞迪股份(01211)$ $小米集團-W(01810)$","images":[],"top":1,"highlighted":2,"essential":1,"paper":2,"likeSize":0,"commentSize":0,"repostSize":0,"link":"https://ttm.financial/post/183041969","isVote":1,"tweetType":2,"object":{"id":"a23ed02dbabe43f390eb97972d6de643","tweetId":"183041969","videoUrl":"https://1254107296.vod2.myqcloud.com/73ba5544vodgzp1254107296/1b4cf7ec3701925919139188515/TXvTMTzeZr8A.mp4","poster":"https://static.tigerbbs.com/2ed5526d51df2439615c077bb8409777"},"viewCount":0,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"CN","totalScore":0},"isVote":1,"tweetType":1,"viewCount":960,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"EN","totalScore":0},{"id":117950463,"gmtCreate":1623114425852,"gmtModify":1704196308218,"author":{"id":"3575091991798366","authorId":"3575091991798366","name":"ongkianlee","avatar":"https://static.tigerbbs.com/af4ea72d329c61f3a8ed9226ee44cf3c","crmLevel":11,"crmLevelSwitch":0,"followedFlag":false,"authorIdStr":"3575091991798366","idStr":"3575091991798366"},"themes":[],"htmlText":"Like n commemt","listText":"Like n commemt","text":"Like n commemt","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":3,"commentSize":2,"repostSize":0,"link":"https://ttm.financial/post/117950463","repostId":"2141258460","repostType":4,"isVote":1,"tweetType":1,"viewCount":1120,"authorTweetTopStatus":1,"verified":2,"comments":[{"author":{"id":"3577052009539184","authorId":"3577052009539184","name":"pinkishmin","avatar":"https://static.tigerbbs.com/2edb5254c2e93a4893c004e7ebc70557","crmLevel":11,"crmLevelSwitch":0,"authorIdStr":"3577052009539184","idStr":"3577052009539184"},"content":"done pls reply back","text":"done pls reply back","html":"done pls reply back"}],"imageCount":0,"langContent":"EN","totalScore":0},{"id":117927908,"gmtCreate":1623114369604,"gmtModify":1704196305772,"author":{"id":"3575091991798366","authorId":"3575091991798366","name":"ongkianlee","avatar":"https://static.tigerbbs.com/af4ea72d329c61f3a8ed9226ee44cf3c","crmLevel":11,"crmLevelSwitch":0,"followedFlag":false,"authorIdStr":"3575091991798366","idStr":"3575091991798366"},"themes":[],"htmlText":"Like n commemt pls&nbsp;","listText":"Like n commemt pls&nbsp;","text":"Like n commemt pls","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":0,"commentSize":0,"repostSize":0,"link":"https://ttm.financial/post/117927908","repostId":"2141258460","repostType":4,"isVote":1,"tweetType":1,"viewCount":800,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"EN","totalScore":0},{"id":115469730,"gmtCreate":1623027369020,"gmtModify":1704194492528,"author":{"id":"3575091991798366","authorId":"3575091991798366","name":"ongkianlee","avatar":"https://static.tigerbbs.com/af4ea72d329c61f3a8ed9226ee44cf3c","crmLevel":11,"crmLevelSwitch":0,"followedFlag":false,"authorIdStr":"3575091991798366","idStr":"3575091991798366"},"themes":[],"htmlText":"Like pls","listText":"Like pls","text":"Like 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like.&nbsp;","listText":"Like like.&nbsp;","text":"Like like.","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":4,"commentSize":5,"repostSize":0,"link":"https://ttm.financial/post/115957862","repostId":"1106312903","repostType":4,"repost":{"id":"1106312903","kind":"news","pubTimestamp":1622855773,"share":"https://ttm.financial/m/news/1106312903?lang=en_US&edition=fundamental","pubTime":"2021-06-05 09:16","market":"us","language":"en","title":"U.S. IPO Week Ahead: Digital Payments, Mental Health Services, And More In A Diverse 8 IPO","url":"https://stock-news.laohu8.com/highlight/detail?id=1106312903","media":"Renaissance Capital","summary":"Summary\n\nEight IPOs are currently slated to raise $3.7 billion, featuring digital payments, mental h","content":"<p><b>Summary</b></p>\n<ul>\n <li>Eight IPOs are currently slated to raise $3.7 billion, featuring digital payments, mental health services, and more.</li>\n <li>Payments platform Marqeta plans to raise $1.0 billion at a $12.4 billion market cap.</li>\n <li>Chinese online recruitment platform Kanzhun plans to raise $864 million at an $8.2 billion market cap.</li>\n</ul>\n<p>Eight IPOs are currently slated to raise $3.7 billion, featuring digital payments, mental health services, and more.</p>\n<p>Payments platform&nbsp;<b>Marqeta</b>(MQ) plans to raise $1.0 billion at a $12.4 billion market cap. The company's platform allows businesses to launch and manage their own card programs, issue cards to their customers or end users, and authorize and settle transactions. Marqeta is fast growing and counts names like Affirm (AFRM) and DoorDash (DASH) among its customers.</p>\n<p>Chinese online recruitment platform&nbsp;<b>Kanzhun</b>(BZ) plans to raise $864 million at an $8.2 billion market cap. Kanzhun's core product, BOSS Zhipin, is a mobile-native platform that promotes direct chats between job seekers and enterprise clients. The company claims it was the largest online recruitment platform in China by MAUs in 2020.</p>\n<p>Mental health services provider&nbsp;<b>LifeStance Health</b>(LFST) plans to raise $640 million at a $6.1 billion market cap. LifeStance states that it has built one of the nation's largest outpatient mental health platforms, employing over 3,300 licensed mental health clinicians across 73 MSAs in 27 states as of March 31, 2021. The company has demonstrated growth, though EBIT turned negative in the 1Q21.</p>\n<p>Israel’s&nbsp;<b>monday.com</b>(MNDY) plans to raise $490 million at a $6.8 billion market cap. monday.com allows organizations to easily build software applications and work management tools that fit their needs. As of March 31, 2021, it served nearly 128,000 customers across over 200 industries in more than 190 countries. Salesforce and Zoom plan to invest a combined $150 million in a concurrent private placement.</p>\n<p>BPO vendor&nbsp;<b>TaskUs</b>(TASK) plans to raise $304 million at a $2.5 billion market cap. TaskUs is a digital business services outsourcer, providing digital customer experience services, content security services, and artificial intelligence operations. Profitable with strong growth, the company had over 100 clients as of December 31, 2020.</p>\n<p>Data-driven marketing platform&nbsp;<b>Zeta Global</b>(ZETA) plans to raise $250 million at a $2.1 billion market cap. The company’s Zeta Marketing Platform uses identity data to target, connect, and engage consumers across email, social media, web, chat, connected TV, video, and other channels. Zeta is profitable and serves more than 1,000 customers, delivering roughly 500 million ad impressions in 2020.</p>\n<p>Online luxury goods marketplace&nbsp;<b>1stDibs</b>(DIBS) plans to raise $112 million at a $773 million market cap. 1stDibs connects buyers and sellers of vintage, antique, and contemporary furniture, home decor, jewelry, watches, art, and fashion. In 2020, the marketplace had more than 58,000 buyers who had made a purchase in the past year, with an average aggregate purchase per year of over $5,500.</p>\n<p>Chinese online tutoring platform&nbsp;<b>Zhangmen Education</b>(ZME) plans to raise $43 million at a $1.9 billion market cap. Zhangmen Education states that it has been the largest online K-12 tutoring service provider in China by revenue since 2017, claiming a 32% market share in 2020.</p>\n<p><img src=\"https://static.tigerbbs.com/d771f02e44d9d489ff772f1577280332\" tg-width=\"945\" tg-height=\"666\"></p>\n<p>Street research is expected for six companies, and lock-up periods will be expiring for up to 11 companies.</p>\n<p><b>IPO Market Snapshot</b></p>\n<p>The Renaissance IPO Indices are market cap weighted baskets of newly public companies. As of 6/3/21, the Renaissance IPO Index was down 6.0% year-to-date, while the S&amp;P 500 was up 11.6%. Renaissance Capital's IPO ETF (NYSE: IPO) tracks the index, and top ETF holdings include Zoom Video (ZM) and Uber (UBER). The Renaissance International IPO Index was down 1.1% year-to-date, while the ACWX was up 10.5%. Renaissance Capital’s International IPO ETF (NYSE: IPOS) tracks the index, and top ETF holdings include Nexi and EQT Partners.</p>","source":"lsy1603787993745","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>U.S. IPO Week Ahead: Digital Payments, Mental Health Services, And More In A Diverse 8 IPO</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\">\nU.S. IPO Week Ahead: Digital Payments, Mental Health Services, And More In A Diverse 8 IPO\n</h2>\n\n<h4 class=\"meta\">\n\n\n2021-06-05 09:16 GMT+8&nbsp;&nbsp;&nbsp;<a href=https://www.renaissancecapital.com/IPO-Center/News/82421/US-IPO-Week-Ahead-Digital-payments-mental-health-services-and-more-in-a-div><strong>Renaissance Capital</strong></a>\n\n\n</h4>\n\n</header>\n<article>\n<div>\n<p>Summary\n\nEight IPOs are currently slated to raise $3.7 billion, featuring digital payments, mental health services, and more.\nPayments platform Marqeta plans to raise $1.0 billion at a $12.4 billion ...</p>\n\n<a href=\"https://www.renaissancecapital.com/IPO-Center/News/82421/US-IPO-Week-Ahead-Digital-payments-mental-health-services-and-more-in-a-div\">Source Link</a>\n\n</div>\n\n\n</article>\n</div>\n</body>\n</html>\n","type":0,"thumbnail":"","relate_stocks":{"ZME":"掌门教育","ZETA":"Zeta Global Holdings Corp.",".SPX":"S&P 500 Index",".IXIC":"NASDAQ Composite","MQ":"Marqeta, Inc.","MNDY":"Monday.com Ltd.","BZ":"BOSS直聘","LFST":"LifeStance Health Group, Inc.","DIBS":"1stdibs.com Inc.","TASK":"TaskUs Inc.",".DJI":"道琼斯"},"source_url":"https://www.renaissancecapital.com/IPO-Center/News/82421/US-IPO-Week-Ahead-Digital-payments-mental-health-services-and-more-in-a-div","is_english":true,"share_image_url":"https://static.laohu8.com/e9f99090a1c2ed51c021029395664489","article_id":"1106312903","content_text":"Summary\n\nEight IPOs are currently slated to raise $3.7 billion, featuring digital payments, mental health services, and more.\nPayments platform Marqeta plans to raise $1.0 billion at a $12.4 billion market cap.\nChinese online recruitment platform Kanzhun plans to raise $864 million at an $8.2 billion market cap.\n\nEight IPOs are currently slated to raise $3.7 billion, featuring digital payments, mental health services, and more.\nPayments platform Marqeta(MQ) plans to raise $1.0 billion at a $12.4 billion market cap. The company's platform allows businesses to launch and manage their own card programs, issue cards to their customers or end users, and authorize and settle transactions. Marqeta is fast growing and counts names like Affirm (AFRM) and DoorDash (DASH) among its customers.\nChinese online recruitment platform Kanzhun(BZ) plans to raise $864 million at an $8.2 billion market cap. Kanzhun's core product, BOSS Zhipin, is a mobile-native platform that promotes direct chats between job seekers and enterprise clients. The company claims it was the largest online recruitment platform in China by MAUs in 2020.\nMental health services provider LifeStance Health(LFST) plans to raise $640 million at a $6.1 billion market cap. LifeStance states that it has built one of the nation's largest outpatient mental health platforms, employing over 3,300 licensed mental health clinicians across 73 MSAs in 27 states as of March 31, 2021. The company has demonstrated growth, though EBIT turned negative in the 1Q21.\nIsrael’s monday.com(MNDY) plans to raise $490 million at a $6.8 billion market cap. monday.com allows organizations to easily build software applications and work management tools that fit their needs. As of March 31, 2021, it served nearly 128,000 customers across over 200 industries in more than 190 countries. Salesforce and Zoom plan to invest a combined $150 million in a concurrent private placement.\nBPO vendor TaskUs(TASK) plans to raise $304 million at a $2.5 billion market cap. TaskUs is a digital business services outsourcer, providing digital customer experience services, content security services, and artificial intelligence operations. Profitable with strong growth, the company had over 100 clients as of December 31, 2020.\nData-driven marketing platform Zeta Global(ZETA) plans to raise $250 million at a $2.1 billion market cap. The company’s Zeta Marketing Platform uses identity data to target, connect, and engage consumers across email, social media, web, chat, connected TV, video, and other channels. Zeta is profitable and serves more than 1,000 customers, delivering roughly 500 million ad impressions in 2020.\nOnline luxury goods marketplace 1stDibs(DIBS) plans to raise $112 million at a $773 million market cap. 1stDibs connects buyers and sellers of vintage, antique, and contemporary furniture, home decor, jewelry, watches, art, and fashion. In 2020, the marketplace had more than 58,000 buyers who had made a purchase in the past year, with an average aggregate purchase per year of over $5,500.\nChinese online tutoring platform Zhangmen Education(ZME) plans to raise $43 million at a $1.9 billion market cap. Zhangmen Education states that it has been the largest online K-12 tutoring service provider in China by revenue since 2017, claiming a 32% market share in 2020.\n\nStreet research is expected for six companies, and lock-up periods will be expiring for up to 11 companies.\nIPO Market Snapshot\nThe Renaissance IPO Indices are market cap weighted baskets of newly public companies. As of 6/3/21, the Renaissance IPO Index was down 6.0% year-to-date, while the S&P 500 was up 11.6%. Renaissance Capital's IPO ETF (NYSE: IPO) tracks the index, and top ETF holdings include Zoom Video (ZM) and Uber (UBER). The Renaissance International IPO Index was down 1.1% year-to-date, while the ACWX was up 10.5%. Renaissance Capital’s International IPO ETF (NYSE: IPOS) tracks the index, and top ETF holdings include Nexi and EQT Partners.","news_type":1,"symbols_score_info":{"LFST":0.9,"TASK":0.9,"MQ":0.9,"ZME":0.9,".IXIC":0.9,"DIBS":0.9,".DJI":0.9,"ZETA":0.9,"MNDY":0.9,"BZ":0.9,".SPX":0.9}},"isVote":1,"tweetType":1,"viewCount":933,"authorTweetTopStatus":1,"verified":2,"comments":[{"author":{"id":"3579568139568178","authorId":"3579568139568178","name":"Gnoixed","avatar":"https://static.tigerbbs.com/02d7e2310e2259dc0abb6c8cd2e1a05b","crmLevel":13,"crmLevelSwitch":1,"authorIdStr":"3579568139568178","idStr":"3579568139568178"},"content":"pls reply","text":"pls reply","html":"pls reply"}],"imageCount":0,"langContent":"EN","totalScore":0},{"id":112321483,"gmtCreate":1622852320242,"gmtModify":1704192343973,"author":{"id":"3575091991798366","authorId":"3575091991798366","name":"ongkianlee","avatar":"https://static.tigerbbs.com/af4ea72d329c61f3a8ed9226ee44cf3c","crmLevel":11,"crmLevelSwitch":0,"followedFlag":false,"authorIdStr":"3575091991798366","idStr":"3575091991798366"},"themes":[],"htmlText":"Like n comment pls","listText":"Like n comment pls","text":"Like n comment pls","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":5,"commentSize":1,"repostSize":0,"link":"https://ttm.financial/post/112321483","repostId":"1198786025","repostType":4,"isVote":1,"tweetType":1,"viewCount":1021,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"EN","totalScore":0}],"hots":[{"id":115957862,"gmtCreate":1622947921356,"gmtModify":1704193596774,"author":{"id":"3575091991798366","authorId":"3575091991798366","name":"ongkianlee","avatar":"https://static.tigerbbs.com/af4ea72d329c61f3a8ed9226ee44cf3c","crmLevel":11,"crmLevelSwitch":0,"followedFlag":false,"authorIdStr":"3575091991798366","idStr":"3575091991798366"},"themes":[],"htmlText":"Like like.&nbsp;","listText":"Like like.&nbsp;","text":"Like like.","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":4,"commentSize":5,"repostSize":0,"link":"https://ttm.financial/post/115957862","repostId":"1106312903","repostType":4,"repost":{"id":"1106312903","kind":"news","pubTimestamp":1622855773,"share":"https://ttm.financial/m/news/1106312903?lang=en_US&edition=fundamental","pubTime":"2021-06-05 09:16","market":"us","language":"en","title":"U.S. IPO Week Ahead: Digital Payments, Mental Health Services, And More In A Diverse 8 IPO","url":"https://stock-news.laohu8.com/highlight/detail?id=1106312903","media":"Renaissance Capital","summary":"Summary\n\nEight IPOs are currently slated to raise $3.7 billion, featuring digital payments, mental h","content":"<p><b>Summary</b></p>\n<ul>\n <li>Eight IPOs are currently slated to raise $3.7 billion, featuring digital payments, mental health services, and more.</li>\n <li>Payments platform Marqeta plans to raise $1.0 billion at a $12.4 billion market cap.</li>\n <li>Chinese online recruitment platform Kanzhun plans to raise $864 million at an $8.2 billion market cap.</li>\n</ul>\n<p>Eight IPOs are currently slated to raise $3.7 billion, featuring digital payments, mental health services, and more.</p>\n<p>Payments platform&nbsp;<b>Marqeta</b>(MQ) plans to raise $1.0 billion at a $12.4 billion market cap. The company's platform allows businesses to launch and manage their own card programs, issue cards to their customers or end users, and authorize and settle transactions. Marqeta is fast growing and counts names like Affirm (AFRM) and DoorDash (DASH) among its customers.</p>\n<p>Chinese online recruitment platform&nbsp;<b>Kanzhun</b>(BZ) plans to raise $864 million at an $8.2 billion market cap. Kanzhun's core product, BOSS Zhipin, is a mobile-native platform that promotes direct chats between job seekers and enterprise clients. The company claims it was the largest online recruitment platform in China by MAUs in 2020.</p>\n<p>Mental health services provider&nbsp;<b>LifeStance Health</b>(LFST) plans to raise $640 million at a $6.1 billion market cap. LifeStance states that it has built one of the nation's largest outpatient mental health platforms, employing over 3,300 licensed mental health clinicians across 73 MSAs in 27 states as of March 31, 2021. The company has demonstrated growth, though EBIT turned negative in the 1Q21.</p>\n<p>Israel’s&nbsp;<b>monday.com</b>(MNDY) plans to raise $490 million at a $6.8 billion market cap. monday.com allows organizations to easily build software applications and work management tools that fit their needs. As of March 31, 2021, it served nearly 128,000 customers across over 200 industries in more than 190 countries. Salesforce and Zoom plan to invest a combined $150 million in a concurrent private placement.</p>\n<p>BPO vendor&nbsp;<b>TaskUs</b>(TASK) plans to raise $304 million at a $2.5 billion market cap. TaskUs is a digital business services outsourcer, providing digital customer experience services, content security services, and artificial intelligence operations. Profitable with strong growth, the company had over 100 clients as of December 31, 2020.</p>\n<p>Data-driven marketing platform&nbsp;<b>Zeta Global</b>(ZETA) plans to raise $250 million at a $2.1 billion market cap. The company’s Zeta Marketing Platform uses identity data to target, connect, and engage consumers across email, social media, web, chat, connected TV, video, and other channels. Zeta is profitable and serves more than 1,000 customers, delivering roughly 500 million ad impressions in 2020.</p>\n<p>Online luxury goods marketplace&nbsp;<b>1stDibs</b>(DIBS) plans to raise $112 million at a $773 million market cap. 1stDibs connects buyers and sellers of vintage, antique, and contemporary furniture, home decor, jewelry, watches, art, and fashion. In 2020, the marketplace had more than 58,000 buyers who had made a purchase in the past year, with an average aggregate purchase per year of over $5,500.</p>\n<p>Chinese online tutoring platform&nbsp;<b>Zhangmen Education</b>(ZME) plans to raise $43 million at a $1.9 billion market cap. Zhangmen Education states that it has been the largest online K-12 tutoring service provider in China by revenue since 2017, claiming a 32% market share in 2020.</p>\n<p><img src=\"https://static.tigerbbs.com/d771f02e44d9d489ff772f1577280332\" tg-width=\"945\" tg-height=\"666\"></p>\n<p>Street research is expected for six companies, and lock-up periods will be expiring for up to 11 companies.</p>\n<p><b>IPO Market Snapshot</b></p>\n<p>The Renaissance IPO Indices are market cap weighted baskets of newly public companies. As of 6/3/21, the Renaissance IPO Index was down 6.0% year-to-date, while the S&amp;P 500 was up 11.6%. Renaissance Capital's IPO ETF (NYSE: IPO) tracks the index, and top ETF holdings include Zoom Video (ZM) and Uber (UBER). The Renaissance International IPO Index was down 1.1% year-to-date, while the ACWX was up 10.5%. Renaissance Capital’s International IPO ETF (NYSE: IPOS) tracks the index, and top ETF holdings include Nexi and EQT Partners.</p>","source":"lsy1603787993745","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>U.S. IPO Week Ahead: Digital Payments, Mental Health Services, And More In A Diverse 8 IPO</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\">\nU.S. IPO Week Ahead: Digital Payments, Mental Health Services, And More In A Diverse 8 IPO\n</h2>\n\n<h4 class=\"meta\">\n\n\n2021-06-05 09:16 GMT+8&nbsp;&nbsp;&nbsp;<a href=https://www.renaissancecapital.com/IPO-Center/News/82421/US-IPO-Week-Ahead-Digital-payments-mental-health-services-and-more-in-a-div><strong>Renaissance Capital</strong></a>\n\n\n</h4>\n\n</header>\n<article>\n<div>\n<p>Summary\n\nEight IPOs are currently slated to raise $3.7 billion, featuring digital payments, mental health services, and more.\nPayments platform Marqeta plans to raise $1.0 billion at a $12.4 billion ...</p>\n\n<a href=\"https://www.renaissancecapital.com/IPO-Center/News/82421/US-IPO-Week-Ahead-Digital-payments-mental-health-services-and-more-in-a-div\">Source Link</a>\n\n</div>\n\n\n</article>\n</div>\n</body>\n</html>\n","type":0,"thumbnail":"","relate_stocks":{"ZME":"掌门教育","ZETA":"Zeta Global Holdings Corp.",".SPX":"S&P 500 Index",".IXIC":"NASDAQ Composite","MQ":"Marqeta, Inc.","MNDY":"Monday.com Ltd.","BZ":"BOSS直聘","LFST":"LifeStance Health Group, Inc.","DIBS":"1stdibs.com Inc.","TASK":"TaskUs Inc.",".DJI":"道琼斯"},"source_url":"https://www.renaissancecapital.com/IPO-Center/News/82421/US-IPO-Week-Ahead-Digital-payments-mental-health-services-and-more-in-a-div","is_english":true,"share_image_url":"https://static.laohu8.com/e9f99090a1c2ed51c021029395664489","article_id":"1106312903","content_text":"Summary\n\nEight IPOs are currently slated to raise $3.7 billion, featuring digital payments, mental health services, and more.\nPayments platform Marqeta plans to raise $1.0 billion at a $12.4 billion market cap.\nChinese online recruitment platform Kanzhun plans to raise $864 million at an $8.2 billion market cap.\n\nEight IPOs are currently slated to raise $3.7 billion, featuring digital payments, mental health services, and more.\nPayments platform Marqeta(MQ) plans to raise $1.0 billion at a $12.4 billion market cap. The company's platform allows businesses to launch and manage their own card programs, issue cards to their customers or end users, and authorize and settle transactions. Marqeta is fast growing and counts names like Affirm (AFRM) and DoorDash (DASH) among its customers.\nChinese online recruitment platform Kanzhun(BZ) plans to raise $864 million at an $8.2 billion market cap. Kanzhun's core product, BOSS Zhipin, is a mobile-native platform that promotes direct chats between job seekers and enterprise clients. The company claims it was the largest online recruitment platform in China by MAUs in 2020.\nMental health services provider LifeStance Health(LFST) plans to raise $640 million at a $6.1 billion market cap. LifeStance states that it has built one of the nation's largest outpatient mental health platforms, employing over 3,300 licensed mental health clinicians across 73 MSAs in 27 states as of March 31, 2021. The company has demonstrated growth, though EBIT turned negative in the 1Q21.\nIsrael’s monday.com(MNDY) plans to raise $490 million at a $6.8 billion market cap. monday.com allows organizations to easily build software applications and work management tools that fit their needs. As of March 31, 2021, it served nearly 128,000 customers across over 200 industries in more than 190 countries. Salesforce and Zoom plan to invest a combined $150 million in a concurrent private placement.\nBPO vendor TaskUs(TASK) plans to raise $304 million at a $2.5 billion market cap. TaskUs is a digital business services outsourcer, providing digital customer experience services, content security services, and artificial intelligence operations. Profitable with strong growth, the company had over 100 clients as of December 31, 2020.\nData-driven marketing platform Zeta Global(ZETA) plans to raise $250 million at a $2.1 billion market cap. The company’s Zeta Marketing Platform uses identity data to target, connect, and engage consumers across email, social media, web, chat, connected TV, video, and other channels. Zeta is profitable and serves more than 1,000 customers, delivering roughly 500 million ad impressions in 2020.\nOnline luxury goods marketplace 1stDibs(DIBS) plans to raise $112 million at a $773 million market cap. 1stDibs connects buyers and sellers of vintage, antique, and contemporary furniture, home decor, jewelry, watches, art, and fashion. In 2020, the marketplace had more than 58,000 buyers who had made a purchase in the past year, with an average aggregate purchase per year of over $5,500.\nChinese online tutoring platform Zhangmen Education(ZME) plans to raise $43 million at a $1.9 billion market cap. Zhangmen Education states that it has been the largest online K-12 tutoring service provider in China by revenue since 2017, claiming a 32% market share in 2020.\n\nStreet research is expected for six companies, and lock-up periods will be expiring for up to 11 companies.\nIPO Market Snapshot\nThe Renaissance IPO Indices are market cap weighted baskets of newly public companies. As of 6/3/21, the Renaissance IPO Index was down 6.0% year-to-date, while the S&P 500 was up 11.6%. Renaissance Capital's IPO ETF (NYSE: IPO) tracks the index, and top ETF holdings include Zoom Video (ZM) and Uber (UBER). The Renaissance International IPO Index was down 1.1% year-to-date, while the ACWX was up 10.5%. Renaissance Capital’s International IPO ETF (NYSE: IPOS) tracks the index, and top ETF holdings include Nexi and EQT Partners.","news_type":1,"symbols_score_info":{"LFST":0.9,"TASK":0.9,"MQ":0.9,"ZME":0.9,".IXIC":0.9,"DIBS":0.9,".DJI":0.9,"ZETA":0.9,"MNDY":0.9,"BZ":0.9,".SPX":0.9}},"isVote":1,"tweetType":1,"viewCount":933,"authorTweetTopStatus":1,"verified":2,"comments":[{"author":{"id":"3579568139568178","authorId":"3579568139568178","name":"Gnoixed","avatar":"https://static.tigerbbs.com/02d7e2310e2259dc0abb6c8cd2e1a05b","crmLevel":13,"crmLevelSwitch":1,"authorIdStr":"3579568139568178","idStr":"3579568139568178"},"content":"pls reply","text":"pls reply","html":"pls reply"}],"imageCount":0,"langContent":"EN","totalScore":0},{"id":156075958,"gmtCreate":1625188622174,"gmtModify":1703737922666,"author":{"id":"3575091991798366","authorId":"3575091991798366","name":"ongkianlee","avatar":"https://static.tigerbbs.com/af4ea72d329c61f3a8ed9226ee44cf3c","crmLevel":11,"crmLevelSwitch":0,"followedFlag":false,"authorIdStr":"3575091991798366","idStr":"3575091991798366"},"themes":[],"htmlText":"Go go go&nbsp;","listText":"Go go go&nbsp;","text":"Go go go","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":10,"commentSize":1,"repostSize":0,"link":"https://ttm.financial/post/156075958","repostId":"2148820668","repostType":4,"repost":{"id":"2148820668","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":1625188500,"share":"https://ttm.financial/m/news/2148820668?lang=en_US&edition=fundamental","pubTime":"2021-07-02 09:15","market":"fut","language":"en","title":"Oil price spike would accelerate U.S. shift to electric vehicles: Kemp","url":"https://stock-news.laohu8.com/highlight/detail?id=2148820668","media":"Reuters","summary":"LONDON, July 2 (Reuters) - Oil prices have a complex impact on new vehicle purchases and fuel econom","content":"<p>LONDON, July 2 (Reuters) - Oil prices have a complex impact on new vehicle purchases and fuel economy in the United States that depends on the extent and expected duration of price changes.</p>\n<p>In general, periods of high and rising oil prices have resulted in consumers opting to buy more smaller, lighter and more fuel-efficient cars and trucks, reducing gasoline consumption growth compared with the previous trend.</p>\n<p>By contrast, periods of low and falling prices have resulted in consumers opting for larger, heavier, more powerful and less fuel-efficient vehicles, increasing gasoline consumption compared with the prior trend.</p>\n<p>The full impact of price changes on fuel consumption is often distributed over several years, across several changes in the economic cycle, which makes attribution and correlations difficult.</p>\n<p>In future, however, higher prices could have a much larger and faster impact on gasoline consumption because full-electric and hybrid vehicles have emerged as a viable alternative to gasoline-fuelled cars and light trucks.</p>\n<p>Gasoline-hybrid, full-electric and other alternative-powered vehicles accounted for 11% of all new vehicles produced in 2020, up from just 3% in 2015, according to the U.S. Environmental Protection Agency <a href=\"https://laohu8.com/S/EPA.AU\">$(EPA.AU)$</a>.</p>\n<p>High and rising prices are likely to accelerate the adoption of hybrid and electric vehicles as consumers attempt to reduce fuel bills and regulators push for a faster transition away from gasoline-fuelled powertrains.</p>\n<p>If oil prices surge again, as they did between 2005 and 2014, the result is likely to be a relatively rapid and permanent loss of consumption in the United States.</p>\n<p>ECONOMY CHOICES</p>\n<p>Vehicle fuel economy is the result of choices made by regulators (who set minimum legal standards); motor manufacturers (who make choices about development, production and marketing of model ranges within the envelop set by regulators); and consumers (who make choices about which models to purchase within available ranges).</p>\n<p>Over the last four decades, consumers have shown a clear preference for larger, heavier and more powerful vehicles, with a long-term trend towards more truck-based rather than car-based platforms.</p>\n<p>Between 1980 and 2020, the share of cars in new vehicles fell from 84% to 43%, while the share of light trucks grew from 16% to 57% (“Automotive trends report”, EPA, January 2021).</p>\n<p>Over the same period, the average weight of new vehicles increased by 949 pounds (29%) and average engine power increased by 143 horsepower (138%) ().</p>\n<p>Motor manufacturers have also generally preferred producing, marketing and selling larger, heavier, more powerful vehicles, and trucks rather than cars, since the profits are higher.</p>\n<p>But within this long-term trend, periods of high and rising oil prices have temporarily shifted the balance from heavier and more powerful vehicles to more fuel-efficient ones, with both short-term and long-term impacts.</p>\n<p>OIL PRICE IMPACT</p>\n<p>High and rising prices encourage greater fuel economy through two channels.</p>\n<p>First, when prices are high, consumers opt for smaller, lighter and more fuel-efficient vehicles within existing ranges. This impact is largely short-term and is quickly reversed if prices fall again.</p>\n<p>Second, high prices encourage regulators tighten fuel-economy standards for future ranges. This impact is long-term, playing out over multiple years, much stickier, and less likely to reverse if prices fall again.</p>\n<p>In contrast to consumers and motor manufacturers, regulators tend to favour greater fuel efficiency for economic, national security and environmental reasons.</p>\n<p>But their willingness to push for tougher fuel economy standards in the face of resistance from consumers and lobbying from manufacturers has largely been a function of prices.</p>\n<p>High and rising prices make regulators more willing to toughen fuel economy standards and consumers and manufacturers more willing to tolerate them.</p>\n<p>HIGH-PRICE DECADE</p>\n<p>The impact of high and rising oil prices on fuel economy was most evident between 2004 and 2014, when prices were well above long-term averages, except for a relatively brief period following the financial crisis in 2008/09.</p>\n<p>The median real price of Brent surged to $105 per barrel between 2005 and 2014, compared with just $40 between 2000 and 2004, and $61 between 2015 and 2021.</p>\n<p>In response, the federal government tightened fuel economy standards several times while consumers attached higher priority to fuel economy.</p>\n<p>From 2005 to about 2014, there was a shift back from trucks towards cars; vehicle weight, which had been increasing, was largely flat; and engine power increased slightly more slowly than before or afterwards.</p>\n<p>As a result, vehicle fuel economy increased at a compound annual rate of 2.25% over the ten high-priced years between 2004 and 2014, after declining 0.55% per year over the previous ten low-priced years from 1994 to 2004.</p>\n<p>U.S. gasoline consumption, which peaked in 2007, did not exceed this level again until 2016, according to the U.S. Energy Information Administration (“Petroleum supply monthly”, EIA, June 2021).</p>\n<p>DELAYED EFFECTS</p>\n<p>In the short term, the impact of oil price changes on whole-fleet fuel economy and gasoline consumption is relatively minor.</p>\n<p>New fuel-economy standards take years to draft and go into effect, new vehicles account for only a small share of the whole fleet, and older vehicles are retired slowly (less than 10% of the fleet turns over each year).</p>\n<p>But the impact of higher prices on fuel economy and gasoline consumption increases over time as new standards go into effect and apply to an increasing share of the fleet.</p>\n<p>The delayed impact of high prices between 2005 and 2014 is still boosting fuel economy and dampening gasoline consumption growth today.</p>\n<p>If prices spike again over the next few years, regulators, manufacturers and consumers are likely to switch to hybrid and all-electric vehicles much faster, resulting in a permanent loss of oil consumption.</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>Oil price spike would accelerate U.S. shift to electric vehicles: Kemp</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\">\nOil price spike would accelerate U.S. shift to electric vehicles: Kemp\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\">2021-07-02 09:15</p>\n</div>\n\n</a>\n\n\n</h4>\n\n</header>\n<article>\n<p>LONDON, July 2 (Reuters) - Oil prices have a complex impact on new vehicle purchases and fuel economy in the United States that depends on the extent and expected duration of price changes.</p>\n<p>In general, periods of high and rising oil prices have resulted in consumers opting to buy more smaller, lighter and more fuel-efficient cars and trucks, reducing gasoline consumption growth compared with the previous trend.</p>\n<p>By contrast, periods of low and falling prices have resulted in consumers opting for larger, heavier, more powerful and less fuel-efficient vehicles, increasing gasoline consumption compared with the prior trend.</p>\n<p>The full impact of price changes on fuel consumption is often distributed over several years, across several changes in the economic cycle, which makes attribution and correlations difficult.</p>\n<p>In future, however, higher prices could have a much larger and faster impact on gasoline consumption because full-electric and hybrid vehicles have emerged as a viable alternative to gasoline-fuelled cars and light trucks.</p>\n<p>Gasoline-hybrid, full-electric and other alternative-powered vehicles accounted for 11% of all new vehicles produced in 2020, up from just 3% in 2015, according to the U.S. Environmental Protection Agency <a href=\"https://laohu8.com/S/EPA.AU\">$(EPA.AU)$</a>.</p>\n<p>High and rising prices are likely to accelerate the adoption of hybrid and electric vehicles as consumers attempt to reduce fuel bills and regulators push for a faster transition away from gasoline-fuelled powertrains.</p>\n<p>If oil prices surge again, as they did between 2005 and 2014, the result is likely to be a relatively rapid and permanent loss of consumption in the United States.</p>\n<p>ECONOMY CHOICES</p>\n<p>Vehicle fuel economy is the result of choices made by regulators (who set minimum legal standards); motor manufacturers (who make choices about development, production and marketing of model ranges within the envelop set by regulators); and consumers (who make choices about which models to purchase within available ranges).</p>\n<p>Over the last four decades, consumers have shown a clear preference for larger, heavier and more powerful vehicles, with a long-term trend towards more truck-based rather than car-based platforms.</p>\n<p>Between 1980 and 2020, the share of cars in new vehicles fell from 84% to 43%, while the share of light trucks grew from 16% to 57% (“Automotive trends report”, EPA, January 2021).</p>\n<p>Over the same period, the average weight of new vehicles increased by 949 pounds (29%) and average engine power increased by 143 horsepower (138%) ().</p>\n<p>Motor manufacturers have also generally preferred producing, marketing and selling larger, heavier, more powerful vehicles, and trucks rather than cars, since the profits are higher.</p>\n<p>But within this long-term trend, periods of high and rising oil prices have temporarily shifted the balance from heavier and more powerful vehicles to more fuel-efficient ones, with both short-term and long-term impacts.</p>\n<p>OIL PRICE IMPACT</p>\n<p>High and rising prices encourage greater fuel economy through two channels.</p>\n<p>First, when prices are high, consumers opt for smaller, lighter and more fuel-efficient vehicles within existing ranges. This impact is largely short-term and is quickly reversed if prices fall again.</p>\n<p>Second, high prices encourage regulators tighten fuel-economy standards for future ranges. This impact is long-term, playing out over multiple years, much stickier, and less likely to reverse if prices fall again.</p>\n<p>In contrast to consumers and motor manufacturers, regulators tend to favour greater fuel efficiency for economic, national security and environmental reasons.</p>\n<p>But their willingness to push for tougher fuel economy standards in the face of resistance from consumers and lobbying from manufacturers has largely been a function of prices.</p>\n<p>High and rising prices make regulators more willing to toughen fuel economy standards and consumers and manufacturers more willing to tolerate them.</p>\n<p>HIGH-PRICE DECADE</p>\n<p>The impact of high and rising oil prices on fuel economy was most evident between 2004 and 2014, when prices were well above long-term averages, except for a relatively brief period following the financial crisis in 2008/09.</p>\n<p>The median real price of Brent surged to $105 per barrel between 2005 and 2014, compared with just $40 between 2000 and 2004, and $61 between 2015 and 2021.</p>\n<p>In response, the federal government tightened fuel economy standards several times while consumers attached higher priority to fuel economy.</p>\n<p>From 2005 to about 2014, there was a shift back from trucks towards cars; vehicle weight, which had been increasing, was largely flat; and engine power increased slightly more slowly than before or afterwards.</p>\n<p>As a result, vehicle fuel economy increased at a compound annual rate of 2.25% over the ten high-priced years between 2004 and 2014, after declining 0.55% per year over the previous ten low-priced years from 1994 to 2004.</p>\n<p>U.S. gasoline consumption, which peaked in 2007, did not exceed this level again until 2016, according to the U.S. Energy Information Administration (“Petroleum supply monthly”, EIA, June 2021).</p>\n<p>DELAYED EFFECTS</p>\n<p>In the short term, the impact of oil price changes on whole-fleet fuel economy and gasoline consumption is relatively minor.</p>\n<p>New fuel-economy standards take years to draft and go into effect, new vehicles account for only a small share of the whole fleet, and older vehicles are retired slowly (less than 10% of the fleet turns over each year).</p>\n<p>But the impact of higher prices on fuel economy and gasoline consumption increases over time as new standards go into effect and apply to an increasing share of the fleet.</p>\n<p>The delayed impact of high prices between 2005 and 2014 is still boosting fuel economy and dampening gasoline consumption growth today.</p>\n<p>If prices spike again over the next few years, regulators, manufacturers and consumers are likely to switch to hybrid and all-electric vehicles much faster, resulting in a permanent loss of oil consumption.</p>\n\n</article>\n</div>\n</body>\n</html>\n","type":0,"thumbnail":"","relate_stocks":{"UGAZ":"三倍做多天然气ETN(VelocityShares)","UNG":"美国天然气基金","DWT":"三倍做空原油ETN","DGAZ":"三倍做空天然气ETN(VelocityShares)","DUG":"二倍做空石油与天然气ETF(ProShares)","DDG":"ProShares做空石油与天然气ETF","SCO":"二倍做空彭博原油指数ETF","USO":"美国原油ETF","UCO":"二倍做多彭博原油ETF"},"is_english":true,"share_image_url":"https://static.laohu8.com/e9f99090a1c2ed51c021029395664489","article_id":"2148820668","content_text":"LONDON, July 2 (Reuters) - Oil prices have a complex impact on new vehicle purchases and fuel economy in the United States that depends on the extent and expected duration of price changes.\nIn general, periods of high and rising oil prices have resulted in consumers opting to buy more smaller, lighter and more fuel-efficient cars and trucks, reducing gasoline consumption growth compared with the previous trend.\nBy contrast, periods of low and falling prices have resulted in consumers opting for larger, heavier, more powerful and less fuel-efficient vehicles, increasing gasoline consumption compared with the prior trend.\nThe full impact of price changes on fuel consumption is often distributed over several years, across several changes in the economic cycle, which makes attribution and correlations difficult.\nIn future, however, higher prices could have a much larger and faster impact on gasoline consumption because full-electric and hybrid vehicles have emerged as a viable alternative to gasoline-fuelled cars and light trucks.\nGasoline-hybrid, full-electric and other alternative-powered vehicles accounted for 11% of all new vehicles produced in 2020, up from just 3% in 2015, according to the U.S. Environmental Protection Agency $(EPA.AU)$.\nHigh and rising prices are likely to accelerate the adoption of hybrid and electric vehicles as consumers attempt to reduce fuel bills and regulators push for a faster transition away from gasoline-fuelled powertrains.\nIf oil prices surge again, as they did between 2005 and 2014, the result is likely to be a relatively rapid and permanent loss of consumption in the United States.\nECONOMY CHOICES\nVehicle fuel economy is the result of choices made by regulators (who set minimum legal standards); motor manufacturers (who make choices about development, production and marketing of model ranges within the envelop set by regulators); and consumers (who make choices about which models to purchase within available ranges).\nOver the last four decades, consumers have shown a clear preference for larger, heavier and more powerful vehicles, with a long-term trend towards more truck-based rather than car-based platforms.\nBetween 1980 and 2020, the share of cars in new vehicles fell from 84% to 43%, while the share of light trucks grew from 16% to 57% (“Automotive trends report”, EPA, January 2021).\nOver the same period, the average weight of new vehicles increased by 949 pounds (29%) and average engine power increased by 143 horsepower (138%) ().\nMotor manufacturers have also generally preferred producing, marketing and selling larger, heavier, more powerful vehicles, and trucks rather than cars, since the profits are higher.\nBut within this long-term trend, periods of high and rising oil prices have temporarily shifted the balance from heavier and more powerful vehicles to more fuel-efficient ones, with both short-term and long-term impacts.\nOIL PRICE IMPACT\nHigh and rising prices encourage greater fuel economy through two channels.\nFirst, when prices are high, consumers opt for smaller, lighter and more fuel-efficient vehicles within existing ranges. This impact is largely short-term and is quickly reversed if prices fall again.\nSecond, high prices encourage regulators tighten fuel-economy standards for future ranges. This impact is long-term, playing out over multiple years, much stickier, and less likely to reverse if prices fall again.\nIn contrast to consumers and motor manufacturers, regulators tend to favour greater fuel efficiency for economic, national security and environmental reasons.\nBut their willingness to push for tougher fuel economy standards in the face of resistance from consumers and lobbying from manufacturers has largely been a function of prices.\nHigh and rising prices make regulators more willing to toughen fuel economy standards and consumers and manufacturers more willing to tolerate them.\nHIGH-PRICE DECADE\nThe impact of high and rising oil prices on fuel economy was most evident between 2004 and 2014, when prices were well above long-term averages, except for a relatively brief period following the financial crisis in 2008/09.\nThe median real price of Brent surged to $105 per barrel between 2005 and 2014, compared with just $40 between 2000 and 2004, and $61 between 2015 and 2021.\nIn response, the federal government tightened fuel economy standards several times while consumers attached higher priority to fuel economy.\nFrom 2005 to about 2014, there was a shift back from trucks towards cars; vehicle weight, which had been increasing, was largely flat; and engine power increased slightly more slowly than before or afterwards.\nAs a result, vehicle fuel economy increased at a compound annual rate of 2.25% over the ten high-priced years between 2004 and 2014, after declining 0.55% per year over the previous ten low-priced years from 1994 to 2004.\nU.S. gasoline consumption, which peaked in 2007, did not exceed this level again until 2016, according to the U.S. Energy Information Administration (“Petroleum supply monthly”, EIA, June 2021).\nDELAYED EFFECTS\nIn the short term, the impact of oil price changes on whole-fleet fuel economy and gasoline consumption is relatively minor.\nNew fuel-economy standards take years to draft and go into effect, new vehicles account for only a small share of the whole fleet, and older vehicles are retired slowly (less than 10% of the fleet turns over each year).\nBut the impact of higher prices on fuel economy and gasoline consumption increases over time as new standards go into effect and apply to an increasing share of the fleet.\nThe delayed impact of high prices between 2005 and 2014 is still boosting fuel economy and dampening gasoline consumption growth today.\nIf prices spike again over the next few years, regulators, manufacturers and consumers are likely to switch to hybrid and all-electric vehicles much faster, resulting in a permanent loss of oil consumption.","news_type":1,"symbols_score_info":{"DDG":0.9,"QGmain":0.9,"RBmain":0.9,"NGmain":0.9,"USO":0.9,"UCO":0.9,"CLmain":0.9,"UNG":0.9,"BZmain":0.9,"SCO":0.9,"DUG":0.9,"UGAZ":0.9,"DWT":0.9,"DGAZ":0.9,"QMmain":0.9}},"isVote":1,"tweetType":1,"viewCount":3348,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"EN","totalScore":0},{"id":894542862,"gmtCreate":1628842898856,"gmtModify":1676529871981,"author":{"id":"3575091991798366","authorId":"3575091991798366","name":"ongkianlee","avatar":"https://static.tigerbbs.com/af4ea72d329c61f3a8ed9226ee44cf3c","crmLevel":11,"crmLevelSwitch":0,"followedFlag":false,"authorIdStr":"3575091991798366","idStr":"3575091991798366"},"themes":[],"htmlText":"Nice","listText":"Nice","text":"Nice","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":8,"commentSize":1,"repostSize":0,"link":"https://ttm.financial/post/894542862","repostId":"1101202302","repostType":4,"repost":{"id":"1101202302","kind":"news","pubTimestamp":1628824140,"share":"https://ttm.financial/m/news/1101202302?lang=en_US&edition=fundamental","pubTime":"2021-08-13 11:09","market":"us","language":"en","title":"5 Buy-Rated Stocks That Top Fund Managers Are Loading Up On Now","url":"https://stock-news.laohu8.com/highlight/detail?id=1101202302","media":"24/7 wall street","summary":"To say that hedge fund and mutual fund managers tend to follow the herd is an incredible understatem","content":"<p>To say that hedge fund and mutual fund managers tend to follow the herd is an incredible understatement and always has been. While publicly they sometimes seem reluctant to discuss their holdings, especially stocks they are short sellers of, the reality is that managers tend to talk among themselves as they run in the same circles, and often the discussions are centered on their portfolios and what is in them.</p>\n<p>In a new research report, Savita Subramanian, the superb BofA Securities equity and quant strategist, and her team look at mutual fund and hedge fund holdings. As per usual, many of the top stocks are incredibly crowded. The report said this about current conditions:</p>\n<blockquote>\n Several of the largest stay-at-home beneficiaries are more crowded by funds today than a year ago: The world looks completely different than a year ago. A year ago, the consumer heavily relied on e-commerce and shifted their consumption from services to goods. But today, reopening is well underway and the consumer is increasing their services consumption (sometimes at the expense of goods), hitting e-commerce.We were interested in the stocks that fund managers with the highest relative overweight percentage in their portfolios, and the five stocks that lead that category are very strong ideas for growth investors with a degree of risk tolerance. Portfolio weight is the percentage of an investment portfolio that a particular holding or type of holding comprises. The most basic way to determine the weight of an asset is by dividing the dollar value of a security by the total dollar value of the portfolio.\n</blockquote>\n<p></p>\n<p>The five stocks are listed here in order of the highest relative weighting by fund managers, and they all have Buy ratings at top Wall Street firms. It is important to remember that no single analyst report should be used as a sole basis for any buying or selling decision.</p>\n<p><a href=\"https://laohu8.com/S/BHGE\">Baker Hughes</a></p>\n<p>This somewhat contrarian play makes sense for investors looking for quality energy exposure. <a href=\"https://laohu8.com/S/BHI\">Baker Hughes</a> Co. (NYSE: BKR) is an international industrial service company and <a href=\"https://laohu8.com/S/AONE.U\">one</a> of the world’s largest oil field services companies. It provides the oil and gas industry with products and services for oil drilling, formation evaluation, completion, production and reservoir consulting. It is the second-largest oilfield services and equipment company in the world by market cap.</p>\n<p><a href=\"https://laohu8.com/S/BKR\">Baker Hughes</a> prides itself on being a self-described energy technology company that provides solutions to energy and industrial customers worldwide. Built on a century of experience and with operations in over 120 countries, the firm’s innovative technologies and services are taking energy forward.</p>\n<p><a href=\"https://laohu8.com/S/GS\">Goldman Sachs</a> has a Buy rating and said this recently:</p>\n<blockquote>\n Baker Hughes is the core equipment provider and has 90%+ market share in the global LNG liquefaction development market, which we expect will drive EBITDA and margin growth.\n</blockquote>\n<p>Fund managers have a 3.35% relative weighting on this one. Shareholders receive a 3.05% dividend. The $29 Goldman Sachs price target for Baker Hughes stock compares with a $27.90 consensus target and a Wednesday’s closing print of $21.51.</p>\n<p><a href=\"https://laohu8.com/S/CMG\">Chipotle Mexican Grill</a></p>\n<p>The remains a favorite destination for those looking to eat out, and the stock is a top pick across Wall Street. Chipotle Mexican Grill Inc. (NYSE: CMG) operates more than 2,400 fast-casual Mexican restaurants offering freshly made burritos, tacos, burrito bowls and salads.</p>\n<p>It is 100% company-operated and runs average unit volumes much higher than peers. The company has established a strong foundation with a focus on operations, supply chain and marketing over the past two years. The digital transformation brought about by the pandemic allows Chipotle to leverage its digital ecosystem, the strong mobile app, a rapidly growing loyalty program with over 20 million members in just two years, and third-party delivery and digital drive-thrus continue to drive top-line growth and improving margins.</p>\n<p>Chipotle Mexican Grill posted incredible second-quarter results, beating Wall Street’s forecasts for both the top and bottom lines. Sales at restaurants open at least a year grew more than 31%, also coming in ahead of expectations. Many across Wall Street raised their price targets on the stock after the report.</p>\n<p>Fund managers have a 2.64% relative weighting. Baird has a price target of $2,150 for Chipotle Mexican Grill stock, while the consensus target is $1,769.72. Wednesday’s closing price was $1,855.46 a share.</p>\n<p><a href=\"https://laohu8.com/S/EOG\">EOG Resources</a></p>\n<p>This leading energy firm shows up well on many Wall Street screens. EOG Resources Inc. (NYSE: EOG) is one of the largest independent exploration and production companies operating in the <a href=\"https://laohu8.com/S/UBNK\">United</a> States, Canada, Trinidad, the <a href=\"https://laohu8.com/S/UBCP\">United</a> Kingdom and <a href=\"https://laohu8.com/S/CAAS\">China</a>.</p>\n<p>The stock was hit hard earlier this summer and offering an outstanding entry point for investors looking for quality ideas in the sector. EOG has secured four years of drilling permits, while retaining flexibility to reallocate resources to other parts of the portfolio and off federal property. EOG has 3000 locations not on federal lands, which most on Wall Street expect to expand through its exploration.</p>\n<p>Fund managers have a 2.55% relative weighting. Shareholders receive a 2.38% dividend. The price target at Piper Sandler is a whopping $110. The posted consensus target is $97.53, and EOG Resources stock closed at $69.46 on Tuesday.</p>\n<p>Carrier Global</p>\n<p>This huge corporation might be a big beneficiary of an infrastructure build-out. Carrier Global Corp. (NYSE: CARR) provides heating, ventilating and air conditioning (HVAC), as well as refrigeration, fire, security and building automation technologies, worldwide.</p>\n<p>The HVAC segment provides products, controls, services and solutions to meet the heating and cooling needs of residential and commercial customers.&nbsp;Its products include air conditioners, heating systems, controls and aftermarket components, as well as aftermarket repair and maintenance services and building automation solutions.</p>\n<p>The Refrigeration segment offers transport refrigeration products and services, including refrigeration and monitoring systems for trucks, trailers, shipping containers, intermodal and rail, as well as commercial refrigeration solutions, such as refrigerated cabinets, freezers, systems and controls.</p>\n<p>The Fire &amp; Security segment provides various residential and building systems, including fire, flame, gas, smoke and carbon monoxide detection; portable fire extinguishers; fire suppression systems; intruder alarms; access control systems; video management systems; and electronic controls. Its other fire and security service offerings comprise audit, design, installation and system integration, as well as aftermarket maintenance and repair and monitoring services.</p>\n<p>Fund managers have a 2.53% relative weighting here. Carrier Global stock investors receive a 0.84% dividend. The Stephens price target of $65 is well above the $52.06 consensus target. Wednesday’s closing share price was $56.89.</p>\n<p>Netflix</p>\n<p>This Wall Street darling and FANG constituent offers a great entry point after selling off from all-time highs back in January, and it is on the firm’s US 1 list.&nbsp;Netflix Inc. (NASDAQ: NFLX) is the world’s leading internet television network, with more than 120 million members in over 190 countries enjoying more than 125 million hours of TV shows and movies per day, including original series, documentaries and feature films.</p>\n<p>Members can watch as much as they want, anytime, anywhere, on nearly any internet-connected screen. Members can play, pause and resume watching, all without commercials or commitments.&nbsp;Netflix is available on virtually any device with an internet connection, including personal computers, tablets, smartphones, smart TVs and game consoles, and it automatically provides the best possible streaming quality based on the available bandwidth.</p>\n<p>Many titles, including Netflix original series and films, are available in high-definition with Dolby Digital Plus 5.1 surround sound and some in Ultra HD 4K. It appears Netflix may be cracking down on password sharing. Many on Wall Street view such crackdowns as a tailwind, and Netflix is in a strong position to continue price increases this year.</p>\n<p>Fund managers have a 2.52% relative weighting. The BofA Securities price target is $680. The consensus target is $613.68, and Netflix stock closed most recently at $512.40.</p>\n<p>These five stocks have the highest relative portfolio weightings for active fund managers. Given that the market continues to hit new all-time highs seemingly every other day, it may make sense to buy partial positions here and see if we get a pullback in the seasonally weak time of year.</p>","source":"lsy1620372341666","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>5 Buy-Rated Stocks That Top Fund Managers Are Loading Up On 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\">\n5 Buy-Rated Stocks That Top Fund Managers Are Loading Up On Now\n</h2>\n\n<h4 class=\"meta\">\n\n\n2021-08-13 11:09 GMT+8&nbsp;&nbsp;&nbsp;<a href=https://247wallst.com/investing/2021/08/12/5-buy-rated-stocks-that-top-fund-managers-are-loading-up-on-now/><strong>24/7 wall street</strong></a>\n\n\n</h4>\n\n</header>\n<article>\n<div>\n<p>To say that hedge fund and mutual fund managers tend to follow the herd is an incredible understatement and always has been. While publicly they sometimes seem reluctant to discuss their holdings, ...</p>\n\n<a href=\"https://247wallst.com/investing/2021/08/12/5-buy-rated-stocks-that-top-fund-managers-are-loading-up-on-now/\">Source Link</a>\n\n</div>\n\n\n</article>\n</div>\n</body>\n</html>\n","type":0,"thumbnail":"","relate_stocks":{"CMG":"墨式烧烤","NFLX":"奈飞","CARR":"开利全球","BKR":"Baker Hughes Co","EOG":"依欧格资源"},"source_url":"https://247wallst.com/investing/2021/08/12/5-buy-rated-stocks-that-top-fund-managers-are-loading-up-on-now/","is_english":true,"share_image_url":"https://static.laohu8.com/e9f99090a1c2ed51c021029395664489","article_id":"1101202302","content_text":"To say that hedge fund and mutual fund managers tend to follow the herd is an incredible understatement and always has been. While publicly they sometimes seem reluctant to discuss their holdings, especially stocks they are short sellers of, the reality is that managers tend to talk among themselves as they run in the same circles, and often the discussions are centered on their portfolios and what is in them.\nIn a new research report, Savita Subramanian, the superb BofA Securities equity and quant strategist, and her team look at mutual fund and hedge fund holdings. As per usual, many of the top stocks are incredibly crowded. The report said this about current conditions:\n\n Several of the largest stay-at-home beneficiaries are more crowded by funds today than a year ago: The world looks completely different than a year ago. A year ago, the consumer heavily relied on e-commerce and shifted their consumption from services to goods. But today, reopening is well underway and the consumer is increasing their services consumption (sometimes at the expense of goods), hitting e-commerce.We were interested in the stocks that fund managers with the highest relative overweight percentage in their portfolios, and the five stocks that lead that category are very strong ideas for growth investors with a degree of risk tolerance. Portfolio weight is the percentage of an investment portfolio that a particular holding or type of holding comprises. The most basic way to determine the weight of an asset is by dividing the dollar value of a security by the total dollar value of the portfolio.\n\n\nThe five stocks are listed here in order of the highest relative weighting by fund managers, and they all have Buy ratings at top Wall Street firms. It is important to remember that no single analyst report should be used as a sole basis for any buying or selling decision.\nBaker Hughes\nThis somewhat contrarian play makes sense for investors looking for quality energy exposure. Baker Hughes Co. (NYSE: BKR) is an international industrial service company and one of the world’s largest oil field services companies. It provides the oil and gas industry with products and services for oil drilling, formation evaluation, completion, production and reservoir consulting. It is the second-largest oilfield services and equipment company in the world by market cap.\nBaker Hughes prides itself on being a self-described energy technology company that provides solutions to energy and industrial customers worldwide. Built on a century of experience and with operations in over 120 countries, the firm’s innovative technologies and services are taking energy forward.\nGoldman Sachs has a Buy rating and said this recently:\n\n Baker Hughes is the core equipment provider and has 90%+ market share in the global LNG liquefaction development market, which we expect will drive EBITDA and margin growth.\n\nFund managers have a 3.35% relative weighting on this one. Shareholders receive a 3.05% dividend. The $29 Goldman Sachs price target for Baker Hughes stock compares with a $27.90 consensus target and a Wednesday’s closing print of $21.51.\nChipotle Mexican Grill\nThe remains a favorite destination for those looking to eat out, and the stock is a top pick across Wall Street. Chipotle Mexican Grill Inc. (NYSE: CMG) operates more than 2,400 fast-casual Mexican restaurants offering freshly made burritos, tacos, burrito bowls and salads.\nIt is 100% company-operated and runs average unit volumes much higher than peers. The company has established a strong foundation with a focus on operations, supply chain and marketing over the past two years. The digital transformation brought about by the pandemic allows Chipotle to leverage its digital ecosystem, the strong mobile app, a rapidly growing loyalty program with over 20 million members in just two years, and third-party delivery and digital drive-thrus continue to drive top-line growth and improving margins.\nChipotle Mexican Grill posted incredible second-quarter results, beating Wall Street’s forecasts for both the top and bottom lines. Sales at restaurants open at least a year grew more than 31%, also coming in ahead of expectations. Many across Wall Street raised their price targets on the stock after the report.\nFund managers have a 2.64% relative weighting. Baird has a price target of $2,150 for Chipotle Mexican Grill stock, while the consensus target is $1,769.72. Wednesday’s closing price was $1,855.46 a share.\nEOG Resources\nThis leading energy firm shows up well on many Wall Street screens. EOG Resources Inc. (NYSE: EOG) is one of the largest independent exploration and production companies operating in the United States, Canada, Trinidad, the United Kingdom and China.\nThe stock was hit hard earlier this summer and offering an outstanding entry point for investors looking for quality ideas in the sector. EOG has secured four years of drilling permits, while retaining flexibility to reallocate resources to other parts of the portfolio and off federal property. EOG has 3000 locations not on federal lands, which most on Wall Street expect to expand through its exploration.\nFund managers have a 2.55% relative weighting. Shareholders receive a 2.38% dividend. The price target at Piper Sandler is a whopping $110. The posted consensus target is $97.53, and EOG Resources stock closed at $69.46 on Tuesday.\nCarrier Global\nThis huge corporation might be a big beneficiary of an infrastructure build-out. Carrier Global Corp. (NYSE: CARR) provides heating, ventilating and air conditioning (HVAC), as well as refrigeration, fire, security and building automation technologies, worldwide.\nThe HVAC segment provides products, controls, services and solutions to meet the heating and cooling needs of residential and commercial customers. Its products include air conditioners, heating systems, controls and aftermarket components, as well as aftermarket repair and maintenance services and building automation solutions.\nThe Refrigeration segment offers transport refrigeration products and services, including refrigeration and monitoring systems for trucks, trailers, shipping containers, intermodal and rail, as well as commercial refrigeration solutions, such as refrigerated cabinets, freezers, systems and controls.\nThe Fire & Security segment provides various residential and building systems, including fire, flame, gas, smoke and carbon monoxide detection; portable fire extinguishers; fire suppression systems; intruder alarms; access control systems; video management systems; and electronic controls. Its other fire and security service offerings comprise audit, design, installation and system integration, as well as aftermarket maintenance and repair and monitoring services.\nFund managers have a 2.53% relative weighting here. Carrier Global stock investors receive a 0.84% dividend. The Stephens price target of $65 is well above the $52.06 consensus target. Wednesday’s closing share price was $56.89.\nNetflix\nThis Wall Street darling and FANG constituent offers a great entry point after selling off from all-time highs back in January, and it is on the firm’s US 1 list. Netflix Inc. (NASDAQ: NFLX) is the world’s leading internet television network, with more than 120 million members in over 190 countries enjoying more than 125 million hours of TV shows and movies per day, including original series, documentaries and feature films.\nMembers can watch as much as they want, anytime, anywhere, on nearly any internet-connected screen. Members can play, pause and resume watching, all without commercials or commitments. Netflix is available on virtually any device with an internet connection, including personal computers, tablets, smartphones, smart TVs and game consoles, and it automatically provides the best possible streaming quality based on the available bandwidth.\nMany titles, including Netflix original series and films, are available in high-definition with Dolby Digital Plus 5.1 surround sound and some in Ultra HD 4K. It appears Netflix may be cracking down on password sharing. Many on Wall Street view such crackdowns as a tailwind, and Netflix is in a strong position to continue price increases this year.\nFund managers have a 2.52% relative weighting. The BofA Securities price target is $680. The consensus target is $613.68, and Netflix stock closed most recently at $512.40.\nThese five stocks have the highest relative portfolio weightings for active fund managers. Given that the market continues to hit new all-time highs seemingly every other day, it may make sense to buy partial positions here and see if we get a pullback in the seasonally weak time of year.","news_type":1,"symbols_score_info":{"CMG":0.9,"EOG":0.9,"BKR":0.9,"NFLX":0.9,"CARR":0.9}},"isVote":1,"tweetType":1,"viewCount":3391,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"EN","totalScore":0},{"id":115469730,"gmtCreate":1623027369020,"gmtModify":1704194492528,"author":{"id":"3575091991798366","authorId":"3575091991798366","name":"ongkianlee","avatar":"https://static.tigerbbs.com/af4ea72d329c61f3a8ed9226ee44cf3c","crmLevel":11,"crmLevelSwitch":0,"followedFlag":false,"authorIdStr":"3575091991798366","idStr":"3575091991798366"},"themes":[],"htmlText":"Like pls","listText":"Like pls","text":"Like pls","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":7,"commentSize":1,"repostSize":0,"link":"https://ttm.financial/post/115469730","repostId":"2141926289","repostType":4,"isVote":1,"tweetType":1,"viewCount":1343,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"EN","totalScore":0},{"id":184460981,"gmtCreate":1623721859243,"gmtModify":1704209542408,"author":{"id":"3575091991798366","authorId":"3575091991798366","name":"ongkianlee","avatar":"https://static.tigerbbs.com/af4ea72d329c61f3a8ed9226ee44cf3c","crmLevel":11,"crmLevelSwitch":0,"followedFlag":false,"authorIdStr":"3575091991798366","idStr":"3575091991798366"},"themes":[],"htmlText":"Like n comment pls&nbsp;","listText":"Like n comment pls&nbsp;","text":"Like n comment pls","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":4,"commentSize":2,"repostSize":0,"link":"https://ttm.financial/post/184460981","repostId":"1126626020","repostType":4,"isVote":1,"tweetType":1,"viewCount":3214,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"EN","totalScore":0},{"id":814256126,"gmtCreate":1630830780165,"gmtModify":1676530402835,"author":{"id":"3575091991798366","authorId":"3575091991798366","name":"ongkianlee","avatar":"https://static.tigerbbs.com/af4ea72d329c61f3a8ed9226ee44cf3c","crmLevel":11,"crmLevelSwitch":0,"followedFlag":false,"authorIdStr":"3575091991798366","idStr":"3575091991798366"},"themes":[],"htmlText":"Nice","listText":"Nice","text":"Nice","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":3,"commentSize":2,"repostSize":0,"link":"https://ttm.financial/post/814256126","repostId":"2164805312","repostType":2,"repost":{"id":"2164805312","kind":"news","pubTimestamp":1630803670,"share":"https://ttm.financial/m/news/2164805312?lang=en_US&edition=fundamental","pubTime":"2021-09-05 09:01","market":"hk","language":"zh","title":"Foxconn's car-making landscape emerges","url":"https://stock-news.laohu8.com/highlight/detail?id=2164805312","media":"汽车商业评论","summary":"“苹果汽车就是带了四个轮子的iPhone，既然我们可以生产iPhone，自然也能生产电动车。”这是富士康创始人、前董事长郭台铭不止一次在公司的内部会议上说的话。\n富士康是世界上最大的消费电子代工商、苹","content":"<p>\"Apple cars are iPhones with four wheels. Since we can produce iPhones, we can naturally produce electric cars.\" This is what Foxconn founder and former chairman Terry Gou said more than once at the company's internal meetings.</p><p>Foxconn is the world's largest consumer electronics foundry and Apple's largest supplier. It has long dreamed of building cars.</p><p>In 2014, Terry Gou launched an electric vehicle project code-named \"A-Fu Initiative\". The project was not announced to the outside world at that time, and a precision instrument team of Foxconn was in charge.</p><p>A person familiar with the plan said that Guo Taiming promised to give shares to each project member as a reward if the project was successful.</p><p>Unfortunately, the A-Fu Initiative is only a flash in the pan, and building a car is still much more complicated than expected.</p><p>But Foxconn's heart of building cars has never changed.</p><p>Today, the automotive industry is at a critical juncture for a makeover. The pyramid supply chain model with automobile manufacturers at the top and suppliers at the bottom has become rigid. The company is re-pushing the development of electric vehicles.</p><p>Will it be more successful this time around?</p><p><b>An electric car is an iPhone with four wheels</b></p><p>Liu Yangwei, who succeeded Terry Gou two years ago, promised that by 2025, 5% of the world's electric vehicles will feature Foxconn designs, components, mechanical parts or software.</p><p>But the company's ambitions don't stop there.</p><p>It has announced plans to build factories in the United States and Thailand to assemble complete vehicles, and is siting in Europe for automobile manufacturing.</p><p>At the same time, Foxconn has changed its role to an advocate of electric vehicles, developing new technologies and setting new standards for electric vehicles to challenge traditional automakers.</p><p>On the one hand, Foxconn's electric vehicle progress bar is accelerating, while on the other hand, the profits of consumer electronics products are declining.</p><p>In 2020, Foxconn's sales grew just 0.3%, and its net income has been shrinking since 2017. If the company is to increase its gross profit margin from the current 6% to the target of 10%, electric vehicles are a crucial link.</p><p>The market's frenzy for electric vehicles sent Foxconn's stock price hitting a four-year high in March 2021, and the stock price has risen more than 15% since the beginning of the year.</p><p>If its electric vehicle operation fails again this time, the risk will be great.</p><p><img src=\"https://static.tigerbbs.com/1169239b354b79e8ad7b1dfb02d52502\" tg-width=\"480\" tg-height=\"691\" referrerpolicy=\"no-referrer\" width=\"100%\" height=\"auto\"></p><p><h2></h2>Foxconn's subsidiary is already working on<a href=\"https://laohu8.com/S/TSLA\">Tesla</a>Traditional and electric vehicle manufacturers such as BMW, BMW provide electronics, including dashboard displays, printed circuit boards, and a range of mechanical and plastic components.</p><p>In order to expand its product lineup and include more technologies, Liu Yangwei has signed a series of supply agreements and technology development partnerships over the past year and a half.</p><p>For example, it established a joint venture with Stellantis, the parent company of Fiat Chrysler and the world's fourth largest automaker, to develop the Internet of Vehicles<a href=\"https://laohu8.com/S/5RE.SI\">smart</a>Cockpit software,</p><p>Another example is the establishment of a joint venture with Geely to sell and sell intelligent drive systems, software platforms and even vehicle manufacturing and consulting services.<img src=\"https://static.tigerbbs.com/f56022d0d49f0e245f73086c7f7fe979\" tg-width=\"480\" tg-height=\"894\" referrerpolicy=\"no-referrer\" width=\"100%\" height=\"auto\">Foxconn has been trying to improve its professional skills in software. For a company famous for its hardware capabilities, it has no advantage in software.</p><p>In early August, the company acquired a semiconductor factory in Taiwan to gain more control over the supply of electric vehicle chips.</p><p><b>Bringing down the supply pyramid</b></p><p>Foxconn expects that excluding display panels for automotive telematics, the company's revenue from auto parts may exceed NT $10 billion (US $361 million) in 2021.</p><p>That's insignificant for a manufacturing empire with annual revenues of more than NT $5 trillion, but it's up 40% year-on-year, the company said.</p><p>\"The current revenue is mainly from mechanical and plastic components, but we will expand to the system and module level and start complete vehicle manufacturing in the near future.\" Liu Yangwei said at an investor conference in August.<img src=\"https://static.tigerbbs.com/e4036fce5a3fbbe501b41c7612b3e7d8\" tg-width=\"550\" tg-height=\"321\" referrerpolicy=\"no-referrer\" width=\"100%\" height=\"auto\">For decades, traditional car companies have invested heavily in engines, gearboxes and complex drivetrains, but now they have become an obstacle to entering the electric vehicle market, giving electric vehicle start-ups the opportunity to blossom everywhere.</p><p>Foxconn plans to replace the traditional first-tier suppliers and provide vehicle manufacturing services for new brands such as Fisker and BYTON, and Taiwan Province Yulon and other brands that hope to transform into old brands.</p><p>Different from the solidified traditional automobile market, the electric vehicle market is constantly experiencing an influx of new people.</p><p>Electronics manufacturer Xiaomi plans to launch smart electric vehicles by 2024. Internet giant<a href=\"https://laohu8.com/S/BIDU\">Baidu</a>Has a joint venture with Geely and plans to do the same.</p><p>More than 60% of the world's iPhones are assembled by Foxconn, which is widely believed to be the best candidate to produce Apple cars.</p><p>Currently, its fortunes are tied to several start-ups, and emerging automakers are more willing to work with emerging suppliers than established players.</p><p>On October 16, 2020, Foxconn demonstrated the interactive dashboard of the electric vehicle open platform framework at the HHTD Forum in Taipei ▼</p><p><img src=\"https://static.tigerbbs.com/b113d47c48d4ef2184c2b18fec0ddefa\" tg-width=\"550\" tg-height=\"367\" referrerpolicy=\"no-referrer\" width=\"100%\" height=\"auto\">Foxconn takes the lead in breaking down the pyramid of the traditional automotive supply chain.</p><p>In October 2020, Liu Yangwei launched the \"Open Electric Vehicle Alliance\" composed of software and hardware companies in the automotive industry. The MIH Alliance, MIH stands for \"Mobility in Harmony\", aims to set industry standards and develop \"kits\" that combine hardware and software for use by electric vehicle manufacturers, thereby reducing the development time and cost of new vehicles.</p><p>The alliance has attracted more than 1,800 companies, including<a href=\"https://laohu8.com/S/QCOM\">Qualcomm</a>、<a href=\"https://laohu8.com/S/MSFT\">Microsoft</a>And the world's largest battery manufacturer<a href=\"https://laohu8.com/S/300750\">Ningde era</a>。</p><p>Honghua, a joint venture between Foxconn and Yulon Motors, has designed an electric bus prototype for a Taiwanese transport operator using the MIH platform and will hit the road next year.</p><p>\"What MIH is going to do is build a similar chain of partners, just like traditional automakers build their supply chains,\" said Shinpei Kato, founder and CTO of Japanese autonomous driving software startup Tier IV. Tier IV is a key member of the consortium.</p><p>He added: \"In the traditional supply chain, only the automakers at the top of the pyramid have decision-making power. Things are different now.\"</p><p>In electric vehicles, key components such as motors and batteries are controlled by software, which is different from the mechanical engine at the top of the pyramid.</p><p>This suggests that components can be packaged into larger modules and integrated as subsystems, making them easier to assemble, just like today's smartphone development and production, possibly giving suppliers more say.</p><p>\"The participating companies can make decisions together.\" \"We may no longer need traditional auto giants to produce electric vehicles,\" Xinpei said.</p><p>Kato Nobui, founder and CTO of Japanese autonomous driving software startup Tier IV ▼</p><p><img src=\"https://static.tigerbbs.com/7fb5debe80f21ca6381a4c745b80e576\" tg-width=\"550\" tg-height=\"310\" referrerpolicy=\"no-referrer\" width=\"100%\" height=\"auto\"></p><p>There are questions about how MIH will evolve, how ultimately it will benefit Foxconn, and how much.</p><p>\"Parts suppliers can enter the electric vehicle supply chain faster through the MIH Alliance, and Foxconn can also acquire more suppliers to strengthen its competitiveness in the electric vehicle industry.\"</p><p>Chiu Shih-fang, an automotive electronics analyst at the Taiwan Economic Research Institute (TIER), who has long followed Foxconn, said, \"Whether MIH can work or not still depends on the real technical capabilities of the supplier.\"</p><p>MIH registered as a nonprofit foundation in August, meaning it no longer belongs to Foxconn and its members are not subordinate to the company.</p><p><b>Friend and enemy</b></p><p>As the automotive supply chain pyramid falls apart, it remains to be seen who Foxconn's partners and rivals will be.</p><p>Foxconn is not the only technology company that wants to seize the electrification trend of the automotive industry. Each technology company has its own exclusive position in the electric vehicle supply chain.</p><p>Nidec announced in July that it was in talks with Foxconn to form a joint venture in 2022.</p><p>The company is the largest motor manufacturer in the world, and its products are used in most fields such as computers, smartphones, refrigerators, etc. It aims to supply 45% of electric vehicle motors by 2030.</p><p>Quanta Computer and Pegatron have been supplying electronic control units to traditional and electric vehicle manufacturers.</p><p>Delta Electronics, the world's leading provider of power management solutions, has been focusing on providing power, charging, heat dissipation and motor management systems for electric vehicles for more than ten years.</p><p>Although none of these companies have shown Foxconn-like vehicle manufacturing ambitions. But South Korean giant LG Electronics has been deepening its relationship with Magna. Their joint venture is also a favourite to build an Apple car.</p><p>Open platform framework for electric vehicles ▼</p><p><img src=\"https://static.tigerbbs.com/787d5198bb81a344b2709acac6f645ae\" tg-width=\"550\" tg-height=\"367\" referrerpolicy=\"no-referrer\" width=\"100%\" height=\"auto\">Meanwhile, legacy automakers at the top of the old pyramid remain unshakable, and not just because of their brand awareness. They also possess skills and experience that others have difficulty replicating.</p><p>Building an electric car may be simpler than building a traditional car, but it must be more complicated than building an iPhone. There are at least 10 times more parts, and its safety performance requirements are much higher than those of mobile phones. After all, car safety is a matter of life and death.</p><p>\"How many pairs of eyes are staring at Foxconn's electric vehicle process, they may think that Foxconn doesn't understand how the industry works,\" said Sanshiro Fukao, a senior researcher at ITOCHU Research Institute.</p><p>He said: \"An automobile manufacturer has the ability to assemble parts together and ensure their safety. Foxconn may think that it can gain this ability by recruiting all the secondary suppliers on its own side. It is wrong to think so.\"</p><p>Foxconn: If you can build an iPhone, you can build an electric car ▼<img src=\"https://static.tigerbbs.com/827b8eae1b9907a0abdbca563973d5f7\" tg-width=\"550\" tg-height=\"367\" referrerpolicy=\"no-referrer\" width=\"100%\" height=\"auto\">Other analysts who are conservative about Foxconn believe that the development cycle of automobiles is much longer than that of consumer electronics products, and the construction of automobile production lines is different.</p><p>Raymond Tsang, a partner at consulting firm Bain in Shanghai, pointed out that there are more personalized customization options for cars. Customers can order specific colors, interiors, optional packages, etc., so compared with standardized smartphone assembly, cars built on the production line have to meet many unique specifications.</p><p>Qiu Shifang of TIER said that the automobile industry has experienced a transition from old technology to new technology, and there is still a lot of room to win.</p><p>She said: \"The era of electric vehicles has created new possibilities. The ways of making cars are different, and there are various business models. Both old brands and new brands will find their place. The market will be big enough to accommodate all the participants.\"</p><p>Soumen Mandal, research analyst for automotive and emerging technologies at Counterpoint Research, said, \"The cooperation agreement, especially with Stellantis, Geely and Fisker, will help Foxconn gain experience in automotive production, gain economies of scale, and ensure the safety of components such as batteries.\"</p><p>He said: \"With this wealth, the products Foxconn wants to launch must be first-class in order to establish a good reputation and gain the trust of big customers, including Apple.\"</p>","source":"sina_tech","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>Foxconn's car-making landscape emerges</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: 12.5px; color: #7E829C; margin: 0;}\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\">\nFoxconn's car-making landscape emerges\n</h2>\n<h4 class=\"meta\">\n<p class=\"head\">\n<strong class=\"h-name small\">汽车商业评论</strong><span class=\"h-time small\">2021-09-05 09:01</span>\n</p>\n</h4>\n</header>\n<article>\n<p>\"Apple cars are iPhones with four wheels. Since we can produce iPhones, we can naturally produce electric cars.\" This is what Foxconn founder and former chairman Terry Gou said more than once at the company's internal meetings.</p><p>Foxconn is the world's largest consumer electronics foundry and Apple's largest supplier. It has long dreamed of building cars.</p><p>In 2014, Terry Gou launched an electric vehicle project code-named \"A-Fu Initiative\". The project was not announced to the outside world at that time, and a precision instrument team of Foxconn was in charge.</p><p>A person familiar with the plan said that Guo Taiming promised to give shares to each project member as a reward if the project was successful.</p><p>Unfortunately, the A-Fu Initiative is only a flash in the pan, and building a car is still much more complicated than expected.</p><p>But Foxconn's heart of building cars has never changed.</p><p>Today, the automotive industry is at a critical juncture for a makeover. The pyramid supply chain model with automobile manufacturers at the top and suppliers at the bottom has become rigid. The company is re-pushing the development of electric vehicles.</p><p>Will it be more successful this time around?</p><p><b>An electric car is an iPhone with four wheels</b></p><p>Liu Yangwei, who succeeded Terry Gou two years ago, promised that by 2025, 5% of the world's electric vehicles will feature Foxconn designs, components, mechanical parts or software.</p><p>But the company's ambitions don't stop there.</p><p>It has announced plans to build factories in the United States and Thailand to assemble complete vehicles, and is siting in Europe for automobile manufacturing.</p><p>At the same time, Foxconn has changed its role to an advocate of electric vehicles, developing new technologies and setting new standards for electric vehicles to challenge traditional automakers.</p><p>On the one hand, Foxconn's electric vehicle progress bar is accelerating, while on the other hand, the profits of consumer electronics products are declining.</p><p>In 2020, Foxconn's sales grew just 0.3%, and its net income has been shrinking since 2017. If the company is to increase its gross profit margin from the current 6% to the target of 10%, electric vehicles are a crucial link.</p><p>The market's frenzy for electric vehicles sent Foxconn's stock price hitting a four-year high in March 2021, and the stock price has risen more than 15% since the beginning of the year.</p><p>If its electric vehicle operation fails again this time, the risk will be great.</p><p><img src=\"https://static.tigerbbs.com/1169239b354b79e8ad7b1dfb02d52502\" tg-width=\"480\" tg-height=\"691\" referrerpolicy=\"no-referrer\" width=\"100%\" height=\"auto\"></p><p><h2></h2>Foxconn's subsidiary is already working on<a href=\"https://laohu8.com/S/TSLA\">Tesla</a>Traditional and electric vehicle manufacturers such as BMW, BMW provide electronics, including dashboard displays, printed circuit boards, and a range of mechanical and plastic components.</p><p>In order to expand its product lineup and include more technologies, Liu Yangwei has signed a series of supply agreements and technology development partnerships over the past year and a half.</p><p>For example, it established a joint venture with Stellantis, the parent company of Fiat Chrysler and the world's fourth largest automaker, to develop the Internet of Vehicles<a href=\"https://laohu8.com/S/5RE.SI\">smart</a>Cockpit software,</p><p>Another example is the establishment of a joint venture with Geely to sell and sell intelligent drive systems, software platforms and even vehicle manufacturing and consulting services.<img src=\"https://static.tigerbbs.com/f56022d0d49f0e245f73086c7f7fe979\" tg-width=\"480\" tg-height=\"894\" referrerpolicy=\"no-referrer\" width=\"100%\" height=\"auto\">Foxconn has been trying to improve its professional skills in software. For a company famous for its hardware capabilities, it has no advantage in software.</p><p>In early August, the company acquired a semiconductor factory in Taiwan to gain more control over the supply of electric vehicle chips.</p><p><b>Bringing down the supply pyramid</b></p><p>Foxconn expects that excluding display panels for automotive telematics, the company's revenue from auto parts may exceed NT $10 billion (US $361 million) in 2021.</p><p>That's insignificant for a manufacturing empire with annual revenues of more than NT $5 trillion, but it's up 40% year-on-year, the company said.</p><p>\"The current revenue is mainly from mechanical and plastic components, but we will expand to the system and module level and start complete vehicle manufacturing in the near future.\" Liu Yangwei said at an investor conference in August.<img src=\"https://static.tigerbbs.com/e4036fce5a3fbbe501b41c7612b3e7d8\" tg-width=\"550\" tg-height=\"321\" referrerpolicy=\"no-referrer\" width=\"100%\" height=\"auto\">For decades, traditional car companies have invested heavily in engines, gearboxes and complex drivetrains, but now they have become an obstacle to entering the electric vehicle market, giving electric vehicle start-ups the opportunity to blossom everywhere.</p><p>Foxconn plans to replace the traditional first-tier suppliers and provide vehicle manufacturing services for new brands such as Fisker and BYTON, and Taiwan Province Yulon and other brands that hope to transform into old brands.</p><p>Different from the solidified traditional automobile market, the electric vehicle market is constantly experiencing an influx of new people.</p><p>Electronics manufacturer Xiaomi plans to launch smart electric vehicles by 2024. Internet giant<a href=\"https://laohu8.com/S/BIDU\">Baidu</a>Has a joint venture with Geely and plans to do the same.</p><p>More than 60% of the world's iPhones are assembled by Foxconn, which is widely believed to be the best candidate to produce Apple cars.</p><p>Currently, its fortunes are tied to several start-ups, and emerging automakers are more willing to work with emerging suppliers than established players.</p><p>On October 16, 2020, Foxconn demonstrated the interactive dashboard of the electric vehicle open platform framework at the HHTD Forum in Taipei ▼</p><p><img src=\"https://static.tigerbbs.com/b113d47c48d4ef2184c2b18fec0ddefa\" tg-width=\"550\" tg-height=\"367\" referrerpolicy=\"no-referrer\" width=\"100%\" height=\"auto\">Foxconn takes the lead in breaking down the pyramid of the traditional automotive supply chain.</p><p>In October 2020, Liu Yangwei launched the \"Open Electric Vehicle Alliance\" composed of software and hardware companies in the automotive industry. The MIH Alliance, MIH stands for \"Mobility in Harmony\", aims to set industry standards and develop \"kits\" that combine hardware and software for use by electric vehicle manufacturers, thereby reducing the development time and cost of new vehicles.</p><p>The alliance has attracted more than 1,800 companies, including<a href=\"https://laohu8.com/S/QCOM\">Qualcomm</a>、<a href=\"https://laohu8.com/S/MSFT\">Microsoft</a>And the world's largest battery manufacturer<a href=\"https://laohu8.com/S/300750\">Ningde era</a>。</p><p>Honghua, a joint venture between Foxconn and Yulon Motors, has designed an electric bus prototype for a Taiwanese transport operator using the MIH platform and will hit the road next year.</p><p>\"What MIH is going to do is build a similar chain of partners, just like traditional automakers build their supply chains,\" said Shinpei Kato, founder and CTO of Japanese autonomous driving software startup Tier IV. Tier IV is a key member of the consortium.</p><p>He added: \"In the traditional supply chain, only the automakers at the top of the pyramid have decision-making power. Things are different now.\"</p><p>In electric vehicles, key components such as motors and batteries are controlled by software, which is different from the mechanical engine at the top of the pyramid.</p><p>This suggests that components can be packaged into larger modules and integrated as subsystems, making them easier to assemble, just like today's smartphone development and production, possibly giving suppliers more say.</p><p>\"The participating companies can make decisions together.\" \"We may no longer need traditional auto giants to produce electric vehicles,\" Xinpei said.</p><p>Kato Nobui, founder and CTO of Japanese autonomous driving software startup Tier IV ▼</p><p><img src=\"https://static.tigerbbs.com/7fb5debe80f21ca6381a4c745b80e576\" tg-width=\"550\" tg-height=\"310\" referrerpolicy=\"no-referrer\" width=\"100%\" height=\"auto\"></p><p>There are questions about how MIH will evolve, how ultimately it will benefit Foxconn, and how much.</p><p>\"Parts suppliers can enter the electric vehicle supply chain faster through the MIH Alliance, and Foxconn can also acquire more suppliers to strengthen its competitiveness in the electric vehicle industry.\"</p><p>Chiu Shih-fang, an automotive electronics analyst at the Taiwan Economic Research Institute (TIER), who has long followed Foxconn, said, \"Whether MIH can work or not still depends on the real technical capabilities of the supplier.\"</p><p>MIH registered as a nonprofit foundation in August, meaning it no longer belongs to Foxconn and its members are not subordinate to the company.</p><p><b>Friend and enemy</b></p><p>As the automotive supply chain pyramid falls apart, it remains to be seen who Foxconn's partners and rivals will be.</p><p>Foxconn is not the only technology company that wants to seize the electrification trend of the automotive industry. Each technology company has its own exclusive position in the electric vehicle supply chain.</p><p>Nidec announced in July that it was in talks with Foxconn to form a joint venture in 2022.</p><p>The company is the largest motor manufacturer in the world, and its products are used in most fields such as computers, smartphones, refrigerators, etc. It aims to supply 45% of electric vehicle motors by 2030.</p><p>Quanta Computer and Pegatron have been supplying electronic control units to traditional and electric vehicle manufacturers.</p><p>Delta Electronics, the world's leading provider of power management solutions, has been focusing on providing power, charging, heat dissipation and motor management systems for electric vehicles for more than ten years.</p><p>Although none of these companies have shown Foxconn-like vehicle manufacturing ambitions. But South Korean giant LG Electronics has been deepening its relationship with Magna. Their joint venture is also a favourite to build an Apple car.</p><p>Open platform framework for electric vehicles ▼</p><p><img src=\"https://static.tigerbbs.com/787d5198bb81a344b2709acac6f645ae\" tg-width=\"550\" tg-height=\"367\" referrerpolicy=\"no-referrer\" width=\"100%\" height=\"auto\">Meanwhile, legacy automakers at the top of the old pyramid remain unshakable, and not just because of their brand awareness. They also possess skills and experience that others have difficulty replicating.</p><p>Building an electric car may be simpler than building a traditional car, but it must be more complicated than building an iPhone. There are at least 10 times more parts, and its safety performance requirements are much higher than those of mobile phones. After all, car safety is a matter of life and death.</p><p>\"How many pairs of eyes are staring at Foxconn's electric vehicle process, they may think that Foxconn doesn't understand how the industry works,\" said Sanshiro Fukao, a senior researcher at ITOCHU Research Institute.</p><p>He said: \"An automobile manufacturer has the ability to assemble parts together and ensure their safety. Foxconn may think that it can gain this ability by recruiting all the secondary suppliers on its own side. It is wrong to think so.\"</p><p>Foxconn: If you can build an iPhone, you can build an electric car ▼<img src=\"https://static.tigerbbs.com/827b8eae1b9907a0abdbca563973d5f7\" tg-width=\"550\" tg-height=\"367\" referrerpolicy=\"no-referrer\" width=\"100%\" height=\"auto\">Other analysts who are conservative about Foxconn believe that the development cycle of automobiles is much longer than that of consumer electronics products, and the construction of automobile production lines is different.</p><p>Raymond Tsang, a partner at consulting firm Bain in Shanghai, pointed out that there are more personalized customization options for cars. Customers can order specific colors, interiors, optional packages, etc., so compared with standardized smartphone assembly, cars built on the production line have to meet many unique specifications.</p><p>Qiu Shifang of TIER said that the automobile industry has experienced a transition from old technology to new technology, and there is still a lot of room to win.</p><p>She said: \"The era of electric vehicles has created new possibilities. The ways of making cars are different, and there are various business models. Both old brands and new brands will find their place. The market will be big enough to accommodate all the participants.\"</p><p>Soumen Mandal, research analyst for automotive and emerging technologies at Counterpoint Research, said, \"The cooperation agreement, especially with Stellantis, Geely and Fisker, will help Foxconn gain experience in automotive production, gain economies of scale, and ensure the safety of components such as batteries.\"</p><p>He said: \"With this wealth, the products Foxconn wants to launch must be first-class in order to establish a good reputation and gain the trust of big customers, including Apple.\"</p>\n<div class=\"bt-text\">\n\n\n<p> source：<a href=\"https://tech.sina.cn/it/2021-09-04/detail-iktzscyx2191509.d.html?vt=4\">汽车商业评论</a></p>\n\n\n</div>\n</article>\n</div>\n</body>\n</html>\n","type":0,"thumbnail":"https://static.tigerbbs.com/68c0d089cb9044afdb542c4739789af1","relate_stocks":{"601138":"工业富联","AAPL":"苹果"},"source_url":"https://tech.sina.cn/it/2021-09-04/detail-iktzscyx2191509.d.html?vt=4","is_english":false,"share_image_url":"https://static.laohu8.com/e9f99090a1c2ed51c021029395664489","article_id":"2164805312","content_text":"“苹果汽车就是带了四个轮子的iPhone，既然我们可以生产iPhone，自然也能生产电动车。”这是富士康创始人、前董事长郭台铭不止一次在公司的内部会议上说的话。\n富士康是世界上最大的消费电子代工商、苹果的最大供应商，长期以来一直梦想着能制造汽车。\n2014年，郭台铭发起了一个代号为“A-Fu Initiative”的电动车项目。该项目彼时未向外界公布，由富士康的一个精密仪器团队负责。\n一位熟悉该计划的人士说，郭台铭承诺，如果项目成功，将给每一位项目成员发放股份作为奖励。\n可惜A-Fu Initiative只是昙花一现，造车还是比预期的要复杂得多。\n但富士康那颗造车的心从未改变。\n如今，汽车行业处于改头换面的关键节点。汽车制造商在最上层，下面是一层一层供应商的金字塔供应链模式已经僵化不堪。该公司又在重新推动电动汽车的发展。\n这一次它会更成功吗？\n电动车是有四个轮子的iPhone\n两年前接替郭台铭的刘扬伟承诺，到2025年，全球5%的电动汽车将采用富士康的设计、部件、机械零件或软件。\n但该公司的野心不止于此。\n它已宣布计划在美国和泰国建造工厂，进行整车组装，并正在欧洲选址用于汽车制造。\n同时，富士康已将自己的角色转换为电动车的倡导者，为电动车开发新技术、制定新标准，以挑战传统汽车制造商。\n一边富士康的电动车进度条在加快，另一边消费电子产品的利润在下降。\n2020年，富士康的销售额仅增长了0.3%，自2017年以来，净利润一直在萎缩。如果该公司要将其毛利率从目前的6%提高到目标的10%，电动车是至关重要的一环。\n市场对电动车的狂热让富士康的股价在2021年3月份创下四年来的新高，自年初以来，股价上涨超过15%。\n如果这一次它的电动车行动又折戟了，那风险就很大了。\n\n\n富士康的子公司已经在为特斯拉、宝马等传统和电动汽车制造商提供电子产品，产品包括仪表盘显示器、印刷电路板以及一系列的机械和塑料部件。\n为了扩大其产品阵容和网罗更多技术，刘扬伟在过去一年半的时间里签署了一系列供应协议和技术开发伙伴关系。\n比如，与菲亚特克莱斯勒的母公司、世界第四大汽车制造商Stellantis建立合资企业，为车联网开发智能座舱软件，\n又比如与吉利成立合资企业，销售与智能驱动系统、软件平台甚至整车制造和咨询服务。富士康一直在努力提高自己在软件方面的专业技能，对于一家以硬件能力闻名于世的公司来说，软件方面它不占优势。\n8月初，该公司在台湾收购了一家半导体工厂，以获得对电动汽车芯片供应的更多控制权。\n推倒供应金字塔\n富士康预计，除开用于汽车远程信息处理的显示面板，2021年该公司来自汽车零部件的收入可能超过100亿新台币（3.61亿美元）。\n该公司称，这对于一个年收入超过5万亿新台币的制造帝国来说微不足道，但它同比增长了40%。\n“目前的收入主要来自机械和塑料部件，但我们将扩大到系统和模块层面，并在不久的将来开始整车制造。”刘扬伟在8月份的投资者会议上说。几十年来，传统汽车公司在发动机、变速箱和复杂的动力传动系统方面进行了大量投资，如今反而成了进入电动车市场的阻碍，给了电动汽车初创企业遍地开花的机会。\n富士康计划取代传统的一级供应商，为菲斯克、拜腾等新品牌，台湾裕隆等希望转型老品牌提供整车制造服务。\n与固化的传统汽车市场不同，电动汽车市场不断有新人涌入。\n电子产品制造商小米计划在2024年前推出智能电动车。互联网巨头百度与吉利有一家合资企业，也计划做同样的事。\n全球60%以上的iPhone都是富士康组装的，人们普遍认为，富士康才是生产苹果汽车的最佳候选企业。\n目前，它的命运与几家初创企业紧密相连，与老牌企业相比，新兴汽车制造商更愿意与新兴的供应商合作。\n2020年10月16日，富士康在台北的HHTD论坛上展示了电动车开放平台框架的互动仪表板▼\n富士康带头要击垮传统汽车供应链的金字塔。\n2020年10月，刘扬伟发起了由汽车行业的软件和硬件公司组成的“开放电动车联盟”。MIH联盟，MIH代表 “Mobility in Harmony”（和谐出行），旨在制定行业标准，并开发硬件和软件相结合的“套件”，供电动车制造商使用，从而减少新车的开发时间和成本。\n该联盟已经吸引了1800多家公司，包括高通、微软和世界上最大的电池制造商宁德时代。\n富士康和裕隆汽车的合资公司鸿华已经使用MIH平台为台湾一家交通运营商设计了一个电动巴士原型，并将于明年上路。\n日本自动驾驶软件初创公司Tier IV的创始人兼首席技术官加藤·信培（Shinpei Kato）说：“MIH要做的是建立一个类似的合作伙伴链，就像传统汽车制造商建立他们的供应链一样。” Tier IV是该联盟的一个重要成员。\n他补充说：“在传统的供应链中，只有处于金字塔顶端的汽车制造商才具有决策权。现在情况不一样了。”\n在电动车中，电机和电池等关键部件是由软件控制的，与金字塔顶端以机械为主的发动机是两码事。\n这表明零部件可以打包成更大的模块，并作为子系统集成，使它们更容易组装，就像今天的智能手机开发和生产一样，可能会供应商更多的话语权。\n“参与的公司可以一起做出决定。” 信培说，“我们可能不再需要传统汽车巨头来生产电动汽车。”\n日本自动驾驶软件初创公司Tier IV的创始人兼首席技术官加藤·信培▼\n\n有人质疑MIH将如何发展，最终它将如何让富士康受益，以及受益多少。\n“零部件供应商可以通过MIH联盟更快地进入电动车供应链，而富士康也可以获得更多供应商，加强在电动车行业的竞争力。”\n长期跟踪富士康的台湾经济研究所（TIER）汽车电子分析师邱世方（Chiu Shih-fang）说，“MIH是否能发挥作用，仍取决于供应商的真正技术能力。”\nMIH在8月份注册成为非营利性基金会，这意味着它不再属于富士康，其成员也不从属于该公司。\n亦敌亦友\n随着汽车供应链金字塔的瓦解，富士康的合作伙伴和对手会是谁，还有待观察。\n富士康不是唯一想抓住汽车行业电气化风口的科技公司，每家科技企业在电动车供应链中都有自己专有的位置。\n日本电产在7月宣布，它正在与富士康谈判在2022年组建合资企业的事宜。\n该公司是世界上最大的电机制造商，它的产品应用于电脑、智能手机、冰箱等大部分领域。它的目标是到2030年供应45%的电动车电机。\n广达电脑和和硕公司一直在为传统汽车和电动汽车制造商提供电子控制单元。\n而世界领先的电源管理解决方案供应商台达电子，十几年来一直专注于为电动汽车提供电源、充电、散热和电机管理系统。\n虽然这些公司都没有表现出富士康般整车制造的野心。但是韩国巨头LG电子一直在深化与麦格纳的关系。他们的合资企业也是制造苹果汽车的热门人选。\n电动车开放平台框架▼\n与此同时，位于旧金字塔顶端的传统汽车制造商仍保持着不可动摇的地位，这不仅仅是因为他们的品牌知名度。它们还拥有他人难以复制的技能和经验。\n制造电动车可能比制造传统汽车更简单，但它一定比制造iPhone复杂。零部件至少多了10倍，而且它的安全性能要求比手机高得多，毕竟汽车安全是关乎生死的。\n“多少双眼睛都在盯着富士康的电动车进程，他们可能认为富士康并不了解这个行业的运作方式。”伊藤忠商事研究所高级研究员深尾三四郎（Sanshiro Fukao）说。\n他说：“一个汽车制造商有能力把零部件组装到一起，并保证它的安全。而富士康可能认为，把二级供应商们都网罗到自己这边来，就可以获得这一能力，这样想是不对的。”\n富士康：能造iPhone就能造电动车▼其他对富士康造成持保守意见的分析人士认为，汽车的开发周期比消费电子产品长得多，而且建设汽车生产线也不一样。\n咨询公司贝恩驻上海的合伙人曾伟民（Raymond Tsang）指出，汽车的个性化定制选择更多一些。客户可以订购特定的颜色、内饰、选装包等，因此与标准化的智能手机组装相比，生产线上制造出来的汽车要符合许多特有规格。\nTIER的邱世方说，汽车行业经历了从旧技术到新技术的转变，赢的空间还有很多。\n她说：“电动车的时代创造了新的可能性。制造汽车的方式是不同的，有各种商业模式。无论是老牌子还是新牌子都将找到自己的位置。市场将大到足以容纳所有的参与者。”\nCounterpoint Research负责汽车和新兴技术的研究分析师苏门·曼达尔（Soumen Mandal）说，“合作协议，尤其是与Stellantis、吉利和菲斯克的合作，将帮助富士康获得汽车生产经验，获得规模经济效益，并确保电池等部件的安全性。”\n他说：“凭借这些财富，富士康要推出的产品必须是一流的，才能树立良好的信誉，以及取得大客户的信任，包括苹果。”","news_type":1,"symbols_score_info":{"601138":0.9,"AAPL":0.9}},"isVote":1,"tweetType":1,"viewCount":3445,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"EN","totalScore":0},{"id":117950463,"gmtCreate":1623114425852,"gmtModify":1704196308218,"author":{"id":"3575091991798366","authorId":"3575091991798366","name":"ongkianlee","avatar":"https://static.tigerbbs.com/af4ea72d329c61f3a8ed9226ee44cf3c","crmLevel":11,"crmLevelSwitch":0,"followedFlag":false,"authorIdStr":"3575091991798366","idStr":"3575091991798366"},"themes":[],"htmlText":"Like n commemt","listText":"Like n commemt","text":"Like n commemt","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":3,"commentSize":2,"repostSize":0,"link":"https://ttm.financial/post/117950463","repostId":"2141258460","repostType":4,"isVote":1,"tweetType":1,"viewCount":1120,"authorTweetTopStatus":1,"verified":2,"comments":[{"author":{"id":"3577052009539184","authorId":"3577052009539184","name":"pinkishmin","avatar":"https://static.tigerbbs.com/2edb5254c2e93a4893c004e7ebc70557","crmLevel":11,"crmLevelSwitch":0,"authorIdStr":"3577052009539184","idStr":"3577052009539184"},"content":"done pls reply back","text":"done pls reply back","html":"done pls reply back"}],"imageCount":0,"langContent":"EN","totalScore":0},{"id":112321483,"gmtCreate":1622852320242,"gmtModify":1704192343973,"author":{"id":"3575091991798366","authorId":"3575091991798366","name":"ongkianlee","avatar":"https://static.tigerbbs.com/af4ea72d329c61f3a8ed9226ee44cf3c","crmLevel":11,"crmLevelSwitch":0,"followedFlag":false,"authorIdStr":"3575091991798366","idStr":"3575091991798366"},"themes":[],"htmlText":"Like n comment pls","listText":"Like n comment pls","text":"Like n comment pls","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":5,"commentSize":1,"repostSize":0,"link":"https://ttm.financial/post/112321483","repostId":"1198786025","repostType":4,"isVote":1,"tweetType":1,"viewCount":1021,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"EN","totalScore":0},{"id":113263614,"gmtCreate":1622620520938,"gmtModify":1704187454233,"author":{"id":"3575091991798366","authorId":"3575091991798366","name":"ongkianlee","avatar":"https://static.tigerbbs.com/af4ea72d329c61f3a8ed9226ee44cf3c","crmLevel":11,"crmLevelSwitch":0,"followedFlag":false,"authorIdStr":"3575091991798366","idStr":"3575091991798366"},"themes":[],"htmlText":"Like n comment pls","listText":"Like n comment pls","text":"Like n comment pls","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":3,"commentSize":2,"repostSize":0,"link":"https://ttm.financial/post/113263614","repostId":"1182886492","repostType":4,"isVote":1,"tweetType":1,"viewCount":760,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"EN","totalScore":0},{"id":191429199,"gmtCreate":1620900534311,"gmtModify":1704350127681,"author":{"id":"3575091991798366","authorId":"3575091991798366","name":"ongkianlee","avatar":"https://static.tigerbbs.com/af4ea72d329c61f3a8ed9226ee44cf3c","crmLevel":11,"crmLevelSwitch":0,"followedFlag":false,"authorIdStr":"3575091991798366","idStr":"3575091991798366"},"themes":[],"htmlText":"Like n comment pls","listText":"Like n comment pls","text":"Like n comment pls","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":3,"commentSize":2,"repostSize":0,"link":"https://ttm.financial/post/191429199","repostId":"2135617928","repostType":4,"repost":{"id":"2135617928","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":1620889920,"share":"https://ttm.financial/m/news/2135617928?lang=en_US&edition=fundamental","pubTime":"2021-05-13 15:12","market":"us","language":"en","title":"Coinbase earnings: The crypto platform's stock could see 65% skid as competition picks up, says one analyst","url":"https://stock-news.laohu8.com/highlight/detail?id=2135617928","media":"Dow Jones","summary":"Shares of Coinbase were nearly 5% lower Wednesday afternoon.Crypto platform Coinbase Global $(COIN)$","content":"<blockquote>Shares of Coinbase were nearly 5% lower Wednesday afternoon.</blockquote><p>Crypto platform Coinbase Global <a href=\"https://laohu8.com/S/COIN\">$(COIN)$</a> is set to issue highly anticipated quarterly results Thursday after the close of regular trading.</p><p>Although, there aren't expected to be a ton of surprises from the digital-asset company--it offered an early glimpse of its results --strategists are looking for more insights on how it manages fees and grows as competition increases in the nascent crypto space that seems in the midst of a boom.</p><p>\"While Coinbase has been able to rely on its first mover advantage and brand familiarity so far, margins will continue to compress from competition with both 'CeFi' brokerages like BlockFi and 'DeFi' alternatives like Uniswap,\" wrote Matthew Wheeler, global head of market research at Forex.com, referring to traditional centralized financial, or CeFi, and decentralized financial, DeFi, platforms.</p><p>Back in early April, Coinbase estimated that its first-quarter profit surged, exceeding its entire performance for 2020, on the back of rabid appetite for the No. 1 and 2 crypto in the world, bitcoin  and Ether .</p><p>\"Bulls are hopeful that these halcyon, high profit margin days can continue for a bit longer, so any signs that profit margins are already falling could lead to a selloff in the stock,\" Wheeler wrote.</p><p>Investors expect Coinbase to report earnings per share of $3.07 on revenue of $1.814 billion, according to a consensus of analysts estimates polled by FactSet, as of May 12.</p><p>Coinbase shares are down over 30% from its intraday peak of $429.54 on its debut on April 14. The company's stock is down by about 16% from its closing price on its first day of trading on the Nasdaq, bringing its market value to $57.3 billion.</p><p>Part of Coinbase's recent slump has been blamed on the threat of increased competition from the likes of traditional banks and other crypto exchanges offering similar services.</p><p>CNBC reported  has said that it intends to offer crypto services to its wealthy clients, and other firms appear ready to follow suit.</p><p>David Trainer, CEO of New Constructs, an investment research firm, speculated that Coinbase could see its shares fall by 65% from current levels due to new entrants.</p><p>\"Coinbase is not likely to fulfill the profit expectations baked into the stock's current valuation of $58 billion due to rising competition in the cryptocurrency trading space, which should reduce the company's market share and pricing power,\" the analysts wrote in a reported dated Tuesday.</p><p>MoffettNathanson analyst Lisa Ellis, who maintains a price target for Coinbase at $600, told MarketWatch that Coinbase bears will be looking for any signs that so-called price compression will eat into the exchange and trading platform's revenues.</p><p>\"It's extremely easy to be negative on Coinbase,\" she said. However, she said it was likely too early to think that competition would hurt the company's business soon.</p><p>She said lackluster user growth, however, could deliver a bigger hit to sentiment in the company's stock, at least in the near term.</p><p>Last month, Coinbase said it had 56 million verified users on its platform, including 6.1 \"monthly transacting users,\" or MTUs. Ellis said that the 6.1 million figure relates more to Coinbase's professional clientele but the MTUs could be damped by <a href=\"https://laohu8.com/S/PYPL\">PayPal</a> and other venues also offering basic crypto-trading services to average folk.</p><p>Oppenheimer's Owen Lau initiated coverage of Coinbase on Tuesday at outperform, the equivalent of a buy recommendation, and set a price target at $434, based on his view that the company is an \"enabler of crypto innovation.\"</p><p>BTIG analysts Mark Palmer and Andrew Harte, reaffirmed their \"buy\" rating for Coinbase and held their price target at $500. The BTIG analysts say that Coinbase pessimists have been too narrowly focused on the \"company's retail trading commissions\" and not focused enough on the potential for Coinbase to serve institutional investors and hedge funds.</p><p>Indeed, back in February, Coinbase's institutional trading wing handled electric vehicle-maker Tesla's<a href=\"https://laohu8.com/S/TSLA\">$(TSLA)$</a> $1.5 billion bitcoin investment, according to a report by The Block . The Block also noted that Coinbase has a number of corporate clients that use its platform for crypto purchases, a growing phenomenon as bitcoin prices strengthen.</p><p>However, bitcoin values have stalled after hitting a recent record at $64,829.14, with the No. 1 crypto down by about $10,000 since that peak.</p><p>Meanwhile, Ether prices were trading above $4,100 and had recently touched a record at $4,382.73, as the crypto known for its smart-contract protocols, gains more traction on the back of growing DeFi platforms and nonfungible tokens, or NFTs, which use Ethereum's blockchain as a platform.</p><p>Growing appetite for dogecoin  has reportedly fueled transaction volume in crypto brokerages but Coinbase doesn't offer doge on its platform.</p><p>Still, investors might looked to see how the company has performed in the face of increased volatility in alternatives to bitcoin, known also as altcoins.</p><p>Dogecoin prices have been unwinding steadily since hitting a peak on Saturday near 75 cents, but are still up over 9,500% so far in 2021. Dogecoin was trading hands, at last check, at 44 cents. Bitcoin prices are up 88% so far this year, but down 4% over the past 24 hours. Ether has gained 462% in the year to date.</p><p>By comparison, traditional assets are seeing far more muted returns this year. Gold prices  were down nearly 4% in 2021 thus far. The Dow Jones Industrial Average  was up 10.5%, the S&amp;P 500 index  was up 8.8% so far this year and the Nasdaq Composite Index  has gained 1.7% over the same period.</p><p>Shares of Coinbase were nearly 5% lower on Wednesday afternoon.</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>Coinbase earnings: The crypto platform's stock could see 65% skid as competition picks up, says one analyst</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\">\nCoinbase earnings: The crypto platform's stock could see 65% skid as competition picks up, says one analyst\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\">2021-05-13 15:12</p>\n</div>\n\n</div>\n\n\n</h4>\n\n</header>\n<article>\n<blockquote>Shares of Coinbase were nearly 5% lower Wednesday afternoon.</blockquote><p>Crypto platform Coinbase Global <a href=\"https://laohu8.com/S/COIN\">$(COIN)$</a> is set to issue highly anticipated quarterly results Thursday after the close of regular trading.</p><p>Although, there aren't expected to be a ton of surprises from the digital-asset company--it offered an early glimpse of its results --strategists are looking for more insights on how it manages fees and grows as competition increases in the nascent crypto space that seems in the midst of a boom.</p><p>\"While Coinbase has been able to rely on its first mover advantage and brand familiarity so far, margins will continue to compress from competition with both 'CeFi' brokerages like BlockFi and 'DeFi' alternatives like Uniswap,\" wrote Matthew Wheeler, global head of market research at Forex.com, referring to traditional centralized financial, or CeFi, and decentralized financial, DeFi, platforms.</p><p>Back in early April, Coinbase estimated that its first-quarter profit surged, exceeding its entire performance for 2020, on the back of rabid appetite for the No. 1 and 2 crypto in the world, bitcoin  and Ether .</p><p>\"Bulls are hopeful that these halcyon, high profit margin days can continue for a bit longer, so any signs that profit margins are already falling could lead to a selloff in the stock,\" Wheeler wrote.</p><p>Investors expect Coinbase to report earnings per share of $3.07 on revenue of $1.814 billion, according to a consensus of analysts estimates polled by FactSet, as of May 12.</p><p>Coinbase shares are down over 30% from its intraday peak of $429.54 on its debut on April 14. The company's stock is down by about 16% from its closing price on its first day of trading on the Nasdaq, bringing its market value to $57.3 billion.</p><p>Part of Coinbase's recent slump has been blamed on the threat of increased competition from the likes of traditional banks and other crypto exchanges offering similar services.</p><p>CNBC reported  has said that it intends to offer crypto services to its wealthy clients, and other firms appear ready to follow suit.</p><p>David Trainer, CEO of New Constructs, an investment research firm, speculated that Coinbase could see its shares fall by 65% from current levels due to new entrants.</p><p>\"Coinbase is not likely to fulfill the profit expectations baked into the stock's current valuation of $58 billion due to rising competition in the cryptocurrency trading space, which should reduce the company's market share and pricing power,\" the analysts wrote in a reported dated Tuesday.</p><p>MoffettNathanson analyst Lisa Ellis, who maintains a price target for Coinbase at $600, told MarketWatch that Coinbase bears will be looking for any signs that so-called price compression will eat into the exchange and trading platform's revenues.</p><p>\"It's extremely easy to be negative on Coinbase,\" she said. However, she said it was likely too early to think that competition would hurt the company's business soon.</p><p>She said lackluster user growth, however, could deliver a bigger hit to sentiment in the company's stock, at least in the near term.</p><p>Last month, Coinbase said it had 56 million verified users on its platform, including 6.1 \"monthly transacting users,\" or MTUs. Ellis said that the 6.1 million figure relates more to Coinbase's professional clientele but the MTUs could be damped by <a href=\"https://laohu8.com/S/PYPL\">PayPal</a> and other venues also offering basic crypto-trading services to average folk.</p><p>Oppenheimer's Owen Lau initiated coverage of Coinbase on Tuesday at outperform, the equivalent of a buy recommendation, and set a price target at $434, based on his view that the company is an \"enabler of crypto innovation.\"</p><p>BTIG analysts Mark Palmer and Andrew Harte, reaffirmed their \"buy\" rating for Coinbase and held their price target at $500. The BTIG analysts say that Coinbase pessimists have been too narrowly focused on the \"company's retail trading commissions\" and not focused enough on the potential for Coinbase to serve institutional investors and hedge funds.</p><p>Indeed, back in February, Coinbase's institutional trading wing handled electric vehicle-maker Tesla's<a href=\"https://laohu8.com/S/TSLA\">$(TSLA)$</a> $1.5 billion bitcoin investment, according to a report by The Block . The Block also noted that Coinbase has a number of corporate clients that use its platform for crypto purchases, a growing phenomenon as bitcoin prices strengthen.</p><p>However, bitcoin values have stalled after hitting a recent record at $64,829.14, with the No. 1 crypto down by about $10,000 since that peak.</p><p>Meanwhile, Ether prices were trading above $4,100 and had recently touched a record at $4,382.73, as the crypto known for its smart-contract protocols, gains more traction on the back of growing DeFi platforms and nonfungible tokens, or NFTs, which use Ethereum's blockchain as a platform.</p><p>Growing appetite for dogecoin  has reportedly fueled transaction volume in crypto brokerages but Coinbase doesn't offer doge on its platform.</p><p>Still, investors might looked to see how the company has performed in the face of increased volatility in alternatives to bitcoin, known also as altcoins.</p><p>Dogecoin prices have been unwinding steadily since hitting a peak on Saturday near 75 cents, but are still up over 9,500% so far in 2021. Dogecoin was trading hands, at last check, at 44 cents. Bitcoin prices are up 88% so far this year, but down 4% over the past 24 hours. Ether has gained 462% in the year to date.</p><p>By comparison, traditional assets are seeing far more muted returns this year. Gold prices  were down nearly 4% in 2021 thus far. The Dow Jones Industrial Average  was up 10.5%, the S&amp;P 500 index  was up 8.8% so far this year and the Nasdaq Composite Index  has gained 1.7% over the same period.</p><p>Shares of Coinbase were nearly 5% lower on Wednesday afternoon.</p>\n\n</article>\n</div>\n</body>\n</html>\n","type":0,"thumbnail":"","relate_stocks":{"MS":"摩根士丹利","TSLA":"特斯拉","GS":"高盛","COIN":"Coinbase Global, Inc."},"is_english":true,"share_image_url":"https://static.laohu8.com/e9f99090a1c2ed51c021029395664489","article_id":"2135617928","content_text":"Shares of Coinbase were nearly 5% lower Wednesday afternoon.Crypto platform Coinbase Global $(COIN)$ is set to issue highly anticipated quarterly results Thursday after the close of regular trading.Although, there aren't expected to be a ton of surprises from the digital-asset company--it offered an early glimpse of its results --strategists are looking for more insights on how it manages fees and grows as competition increases in the nascent crypto space that seems in the midst of a boom.\"While Coinbase has been able to rely on its first mover advantage and brand familiarity so far, margins will continue to compress from competition with both 'CeFi' brokerages like BlockFi and 'DeFi' alternatives like Uniswap,\" wrote Matthew Wheeler, global head of market research at Forex.com, referring to traditional centralized financial, or CeFi, and decentralized financial, DeFi, platforms.Back in early April, Coinbase estimated that its first-quarter profit surged, exceeding its entire performance for 2020, on the back of rabid appetite for the No. 1 and 2 crypto in the world, bitcoin  and Ether .\"Bulls are hopeful that these halcyon, high profit margin days can continue for a bit longer, so any signs that profit margins are already falling could lead to a selloff in the stock,\" Wheeler wrote.Investors expect Coinbase to report earnings per share of $3.07 on revenue of $1.814 billion, according to a consensus of analysts estimates polled by FactSet, as of May 12.Coinbase shares are down over 30% from its intraday peak of $429.54 on its debut on April 14. The company's stock is down by about 16% from its closing price on its first day of trading on the Nasdaq, bringing its market value to $57.3 billion.Part of Coinbase's recent slump has been blamed on the threat of increased competition from the likes of traditional banks and other crypto exchanges offering similar services.CNBC reported  has said that it intends to offer crypto services to its wealthy clients, and other firms appear ready to follow suit.David Trainer, CEO of New Constructs, an investment research firm, speculated that Coinbase could see its shares fall by 65% from current levels due to new entrants.\"Coinbase is not likely to fulfill the profit expectations baked into the stock's current valuation of $58 billion due to rising competition in the cryptocurrency trading space, which should reduce the company's market share and pricing power,\" the analysts wrote in a reported dated Tuesday.MoffettNathanson analyst Lisa Ellis, who maintains a price target for Coinbase at $600, told MarketWatch that Coinbase bears will be looking for any signs that so-called price compression will eat into the exchange and trading platform's revenues.\"It's extremely easy to be negative on Coinbase,\" she said. However, she said it was likely too early to think that competition would hurt the company's business soon.She said lackluster user growth, however, could deliver a bigger hit to sentiment in the company's stock, at least in the near term.Last month, Coinbase said it had 56 million verified users on its platform, including 6.1 \"monthly transacting users,\" or MTUs. Ellis said that the 6.1 million figure relates more to Coinbase's professional clientele but the MTUs could be damped by PayPal and other venues also offering basic crypto-trading services to average folk.Oppenheimer's Owen Lau initiated coverage of Coinbase on Tuesday at outperform, the equivalent of a buy recommendation, and set a price target at $434, based on his view that the company is an \"enabler of crypto innovation.\"BTIG analysts Mark Palmer and Andrew Harte, reaffirmed their \"buy\" rating for Coinbase and held their price target at $500. The BTIG analysts say that Coinbase pessimists have been too narrowly focused on the \"company's retail trading commissions\" and not focused enough on the potential for Coinbase to serve institutional investors and hedge funds.Indeed, back in February, Coinbase's institutional trading wing handled electric vehicle-maker Tesla's$(TSLA)$ $1.5 billion bitcoin investment, according to a report by The Block . The Block also noted that Coinbase has a number of corporate clients that use its platform for crypto purchases, a growing phenomenon as bitcoin prices strengthen.However, bitcoin values have stalled after hitting a recent record at $64,829.14, with the No. 1 crypto down by about $10,000 since that peak.Meanwhile, Ether prices were trading above $4,100 and had recently touched a record at $4,382.73, as the crypto known for its smart-contract protocols, gains more traction on the back of growing DeFi platforms and nonfungible tokens, or NFTs, which use Ethereum's blockchain as a platform.Growing appetite for dogecoin  has reportedly fueled transaction volume in crypto brokerages but Coinbase doesn't offer doge on its platform.Still, investors might looked to see how the company has performed in the face of increased volatility in alternatives to bitcoin, known also as altcoins.Dogecoin prices have been unwinding steadily since hitting a peak on Saturday near 75 cents, but are still up over 9,500% so far in 2021. Dogecoin was trading hands, at last check, at 44 cents. Bitcoin prices are up 88% so far this year, but down 4% over the past 24 hours. Ether has gained 462% in the year to date.By comparison, traditional assets are seeing far more muted returns this year. Gold prices  were down nearly 4% in 2021 thus far. The Dow Jones Industrial Average  was up 10.5%, the S&P 500 index  was up 8.8% so far this year and the Nasdaq Composite Index  has gained 1.7% over the same period.Shares of Coinbase were nearly 5% lower on Wednesday afternoon.","news_type":1,"symbols_score_info":{"GS":0.9,"AONE":0.9,"TSLA":0.9,"AONE.U":0.9,"MS":0.9,"COIN":0.9}},"isVote":1,"tweetType":1,"viewCount":881,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"EN","totalScore":0}],"lives":[]}