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2021-04-24

hmmm

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2021-03-17

Stimulus not so stimulus to markets?

Why $40 billion in stimulus won’t go ‘into’ stocks

2021-03-17

VW OR TESLA?

Tesla 'Going Down' In 2021 As Investors Wake Up To Reality On Incumbents' Potential, Says Fund Manager

2021-03-17

interesting

Volkswagen Is Coming After Tesla. What It Means for Both Stocks.

Go to Tiger App to see more news

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not so stimulus to markets?","listText":"Stimulus not so stimulus to markets?","text":"Stimulus not so stimulus to markets?","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":0,"commentSize":0,"repostSize":0,"link":"https://ttm.financial/post/324112838","repostId":"1149837805","repostType":4,"repost":{"id":"1149837805","kind":"news","pubTimestamp":1615971667,"share":"https://ttm.financial/m/news/1149837805?lang=en_US&edition=fundamental","pubTime":"2021-03-17 17:01","market":"us","language":"en","title":"Why $40 billion in stimulus won’t go ‘into’ stocks","url":"https://stock-news.laohu8.com/highlight/detail?id=1149837805","media":"MarketWatch","summary":"It’s a simple logical error\n\nIf you’re planning to take extra risk in your retirement accounts becau","content":"<p>It’s a simple logical error</p>\n<p><img src=\"https://static.tigerbbs.com/7a82b8df4254390b71a4ce4488e33d21\" tg-width=\"1259\" tg-height=\"1092\"></p>\n<p>If you’re planning to take extra risk in your retirement accounts because of all the stimulus money about to be “poured into stocks”—don’t.</p>\n<p>The same goes for bitcoin.</p>\n<p>Mizuho Securities is the latest to push this idea, with a survey suggesting that 10% of the $380 billion in stimulus windfalls will be invested in stocks and bitcoin.</p>\n<p>That,according to Wall Street, means that about $40 billion in extra money will “come into the stock market,” driving it higher.</p>\n<p>Recently Deutsche Bank&nbsp;estimated&nbsp;young individual investors were ready to pour $170 billion into the market.</p>\n<p>And the Wall Street hucksters made the same argument.</p>\n<p>But it’s the old “money on the sidelines” fallacy. (Incidentally this raises, yet again, the question of why we don’t teach logic as Topic No. 1 in the public education system—a failure whose devastating costs are apparent every day.)</p>\n<p>It’s a simple logical error, and it doesn’t matter who points it out—me, your broker, the Man in the Moon. It’s basic logic.</p>\n<p>Stimulus money, or money “on the sidelines,” cannot “come into the market” for one very simple reason that gets ignored time and time and time again when this comes up.</p>\n<p>Every time a security is bought, one must be sold.</p>\n<p>Pretty obvious, right? If I buy your Apple&nbsp;stock, then you…er…have to sell it to me. I buy, you sell.</p>\n<p>Imagine if you bought a house and tried to move in, and the previous owner figured he’d hang on to it, as well as banking the check.</p>\n<p>If investors plunge $40 billion of their stimulus windfalls “into” stocks (and bitcoin), guess how much current investors will simultaneously “take out” of stocks (and bitcoin).</p>\n<p>Er…$40 billion.</p>\n<p>And if eager young investors rush out and pour $170 billion of their cash into these investments, current investors will…er…take $170 billion out.</p>\n<p>It is not a coincidence that the figures match.</p>\n<p>I have $10, you have a share. I buy your share. Now I have your share…and you have my $10.</p>\n<p>None of this means the stock market is a bad investment (or a good one), merely that this particular argument has no force.</p>\n<p>The more interesting question is whether or not this hot stimulus money will spark even greater animal spirits among investors — especially among those who have the least experience of investing.</p>\n<p>Is that possible? Obviously.</p>\n<p>Is it likely? Maybe.</p>\n<p>On the other hand, $40 billion is about 0.07% of the value of the U.S. stocks market and $170 billion is 0.3%, so you have to wonder how much this additional euphoria is going to be worth.</p>\n<p>You might also reasonably wonder how much extra exuberance the market can handle, given — as the chart above shows — it looks pretty exuberant already.</p>\n<p>For those following trends the more important short-term issue is that the U.S. market—as measured for example by the Vanguard Total Stock Market ETF—is (just) above its 50-day moving average and well above its 200 day moving average. So the trend remains bullish.</p>\n<p>Whether that remains the case as inflation forecasts break above 8-year highs, and the White House looks at a 25% hike in corporate tax rates, is going to be another matter.</p>\n<p>Meanwhile those of a curious disposition might wonder why, if new and inexperienced investors are so eager to plunge $40 billion or even $170 billion “into” the market, current (and possibly more experienced) investors are so willing to take the same amount out.</p>","source":"market_watch","collect":0,"html":"<!DOCTYPE html>\n<html>\n<head>\n<meta http-equiv=\"Content-Type\" content=\"text/html; charset=utf-8\" />\n<meta name=\"viewport\" content=\"width=device-width,initial-scale=1.0,minimum-scale=1.0,maximum-scale=1.0,user-scalable=no\"/>\n<meta name=\"format-detection\" content=\"telephone=no,email=no,address=no\" />\n<title>Why $40 billion in stimulus won’t go ‘into’ stocks</title>\n<style type=\"text/css\">\na,abbr,acronym,address,applet,article,aside,audio,b,big,blockquote,body,canvas,caption,center,cite,code,dd,del,details,dfn,div,dl,dt,\nem,embed,fieldset,figcaption,figure,footer,form,h1,h2,h3,h4,h5,h6,header,hgroup,html,i,iframe,img,ins,kbd,label,legend,li,mark,menu,nav,\nobject,ol,output,p,pre,q,ruby,s,samp,section,small,span,strike,strong,sub,summary,sup,table,tbody,td,tfoot,th,thead,time,tr,tt,u,ul,var,video{ font:inherit;margin:0;padding:0;vertical-align:baseline;border:0 }\nbody{ font-size:16px; line-height:1.5; color:#999; background:transparent; }\n.wrapper{ overflow:hidden;word-break:break-all;padding:10px; }\nh1,h2{ font-weight:normal; line-height:1.35; margin-bottom:.6em; }\nh3,h4,h5,h6{ line-height:1.35; margin-bottom:1em; }\nh1{ font-size:24px; }\nh2{ font-size:20px; }\nh3{ font-size:18px; }\nh4{ font-size:16px; }\nh5{ font-size:14px; }\nh6{ font-size:12px; }\np,ul,ol,blockquote,dl,table{ margin:1.2em 0; }\nul,ol{ margin-left:2em; }\nul{ list-style:disc; }\nol{ list-style:decimal; }\nli,li p{ margin:10px 0;}\nimg{ max-width:100%;display:block;margin:0 auto 1em; }\nblockquote{ color:#B5B2B1; border-left:3px solid #aaa; padding:1em; }\nstrong,b{font-weight:bold;}\nem,i{font-style:italic;}\ntable{ width:100%;border-collapse:collapse;border-spacing:1px;margin:1em 0;font-size:.9em; }\nth,td{ padding:5px;text-align:left;border:1px solid #aaa; }\nth{ font-weight:bold;background:#5d5d5d; }\n.symbol-link{font-weight:bold;}\n/* header{ border-bottom:1px solid #494756; } */\n.title{ margin:0 0 8px;line-height:1.3;color:#ddd; }\n.meta {color:#5e5c6d;font-size:13px;margin:0 0 .5em; }\na{text-decoration:none; color:#2a4b87;}\n.meta .head { display: inline-block; overflow: hidden}\n.head .h-thumb { width: 30px; height: 30px; margin: 0; padding: 0; border-radius: 50%; float: left;}\n.head .h-content { margin: 0; padding: 0 0 0 9px; float: left;}\n.head .h-name {font-size: 13px; color: #eee; margin: 0;}\n.head .h-time {font-size: 11px; color: #7E829C; margin: 0;line-height: 11px;}\n.small {font-size: 12.5px; display: inline-block; transform: scale(0.9); -webkit-transform: scale(0.9); transform-origin: left; -webkit-transform-origin: left;}\n.smaller {font-size: 12.5px; display: inline-block; transform: scale(0.8); -webkit-transform: scale(0.8); transform-origin: left; -webkit-transform-origin: left;}\n.bt-text {font-size: 12px;margin: 1.5em 0 0 0}\n.bt-text p {margin: 0}\n</style>\n</head>\n<body>\n<div class=\"wrapper\">\n<header>\n<h2 class=\"title\">\nWhy $40 billion in stimulus won’t go ‘into’ stocks\n</h2>\n\n<h4 class=\"meta\">\n\n\n2021-03-17 17:01 GMT+8&nbsp;&nbsp;&nbsp;<a href=https://www.marketwatch.com/story/why-40-billion-in-stimulus-wont-go-into-stocks-11615842577?mod=home-page><strong>MarketWatch</strong></a>\n\n\n</h4>\n\n</header>\n<article>\n<div>\n<p>It’s a simple logical error\n\nIf you’re planning to take extra risk in your retirement accounts because of all the stimulus money about to be “poured into stocks”—don’t.\nThe same goes for bitcoin.\n...</p>\n\n<a href=\"https://www.marketwatch.com/story/why-40-billion-in-stimulus-wont-go-into-stocks-11615842577?mod=home-page\">Source Link</a>\n\n</div>\n\n\n</article>\n</div>\n</body>\n</html>\n","type":0,"thumbnail":"","relate_stocks":{".SPX":"S&P 500 Index","VTI":"大盘指数ETF-Vanguard MSCI",".DJI":"道琼斯","AAPL":"苹果",".IXIC":"NASDAQ Composite"},"source_url":"https://www.marketwatch.com/story/why-40-billion-in-stimulus-wont-go-into-stocks-11615842577?mod=home-page","is_english":true,"share_image_url":"https://static.laohu8.com/599a65733b8245fcf7868668ef9ad712","article_id":"1149837805","content_text":"It’s a simple logical error\n\nIf you’re planning to take extra risk in your retirement accounts because of all the stimulus money about to be “poured into stocks”—don’t.\nThe same goes for bitcoin.\nMizuho Securities is the latest to push this idea, with a survey suggesting that 10% of the $380 billion in stimulus windfalls will be invested in stocks and bitcoin.\nThat,according to Wall Street, means that about $40 billion in extra money will “come into the stock market,” driving it higher.\nRecently Deutsche Bank estimated young individual investors were ready to pour $170 billion into the market.\nAnd the Wall Street hucksters made the same argument.\nBut it’s the old “money on the sidelines” fallacy. (Incidentally this raises, yet again, the question of why we don’t teach logic as Topic No. 1 in the public education system—a failure whose devastating costs are apparent every day.)\nIt’s a simple logical error, and it doesn’t matter who points it out—me, your broker, the Man in the Moon. It’s basic logic.\nStimulus money, or money “on the sidelines,” cannot “come into the market” for one very simple reason that gets ignored time and time and time again when this comes up.\nEvery time a security is bought, one must be sold.\nPretty obvious, right? If I buy your Apple stock, then you…er…have to sell it to me. I buy, you sell.\nImagine if you bought a house and tried to move in, and the previous owner figured he’d hang on to it, as well as banking the check.\nIf investors plunge $40 billion of their stimulus windfalls “into” stocks (and bitcoin), guess how much current investors will simultaneously “take out” of stocks (and bitcoin).\nEr…$40 billion.\nAnd if eager young investors rush out and pour $170 billion of their cash into these investments, current investors will…er…take $170 billion out.\nIt is not a coincidence that the figures match.\nI have $10, you have a share. I buy your share. Now I have your share…and you have my $10.\nNone of this means the stock market is a bad investment (or a good one), merely that this particular argument has no force.\nThe more interesting question is whether or not this hot stimulus money will spark even greater animal spirits among investors — especially among those who have the least experience of investing.\nIs that possible? Obviously.\nIs it likely? Maybe.\nOn the other hand, $40 billion is about 0.07% of the value of the U.S. stocks market and $170 billion is 0.3%, so you have to wonder how much this additional euphoria is going to be worth.\nYou might also reasonably wonder how much extra exuberance the market can handle, given — as the chart above shows — it looks pretty exuberant already.\nFor those following trends the more important short-term issue is that the U.S. market—as measured for example by the Vanguard Total Stock Market ETF—is (just) above its 50-day moving average and well above its 200 day moving average. So the trend remains bullish.\nWhether that remains the case as inflation forecasts break above 8-year highs, and the White House looks at a 25% hike in corporate tax rates, is going to be another matter.\nMeanwhile those of a curious disposition might wonder why, if new and inexperienced investors are so eager to plunge $40 billion or even $170 billion “into” the market, current (and possibly more experienced) investors are so willing to take the same amount out.","news_type":1,"symbols_score_info":{".IXIC":0.9,"AAPL":0.9,"VTI":0.9,".SPX":0.9,".DJI":0.9}},"isVote":1,"tweetType":1,"viewCount":1909,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"EN","totalScore":0},{"id":324118959,"gmtCreate":1615973761171,"gmtModify":1704789119546,"author":{"id":"3575929684948138","authorId":"3575929684948138","name":"wilo621","avatar":"https://static.laohu8.com/default-avatar.jpg","crmLevel":11,"crmLevelSwitch":0,"followedFlag":false,"idStr":"3575929684948138","authorIdStr":"3575929684948138"},"themes":[],"htmlText":"VW OR TESLA?","listText":"VW OR TESLA?","text":"VW OR TESLA?","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":1,"commentSize":0,"repostSize":0,"link":"https://ttm.financial/post/324118959","repostId":"1109882540","repostType":4,"repost":{"id":"1109882540","kind":"news","pubTimestamp":1615972313,"share":"https://ttm.financial/m/news/1109882540?lang=en_US&edition=fundamental","pubTime":"2021-03-17 17:11","market":"us","language":"en","title":"Tesla 'Going Down' In 2021 As Investors Wake Up To Reality On Incumbents' Potential, Says Fund Manager","url":"https://stock-news.laohu8.com/highlight/detail?id=1109882540","media":"Benzinga","summary":"Tesla Inc TSLA shares are going to take a sharp dive as interest rates rise in the aftermath of the ","content":"<div>\n<p>Tesla Inc TSLA shares are going to take a sharp dive as interest rates rise in the aftermath of the COVID-19 pandemic, Lansdowne Partners fund manager Per Lekandertold CNBCon Tuesday.\nWhat Happened: ...</p>\n\n<a href=\"https://www.benzinga.com/analyst-ratings/analyst-color/21/03/20207869/tesla-going-down-in-2021-as-investors-wake-up-to-reality-on-incumbents-potential-sa\">Source Link</a>\n\n</div>\n","source":"lsy1606299360108","collect":0,"html":"<!DOCTYPE html>\n<html>\n<head>\n<meta http-equiv=\"Content-Type\" content=\"text/html; charset=utf-8\" />\n<meta name=\"viewport\" content=\"width=device-width,initial-scale=1.0,minimum-scale=1.0,maximum-scale=1.0,user-scalable=no\"/>\n<meta name=\"format-detection\" content=\"telephone=no,email=no,address=no\" />\n<title>Tesla 'Going Down' In 2021 As Investors Wake Up To Reality On Incumbents' Potential, Says Fund Manager</title>\n<style type=\"text/css\">\na,abbr,acronym,address,applet,article,aside,audio,b,big,blockquote,body,canvas,caption,center,cite,code,dd,del,details,dfn,div,dl,dt,\nem,embed,fieldset,figcaption,figure,footer,form,h1,h2,h3,h4,h5,h6,header,hgroup,html,i,iframe,img,ins,kbd,label,legend,li,mark,menu,nav,\nobject,ol,output,p,pre,q,ruby,s,samp,section,small,span,strike,strong,sub,summary,sup,table,tbody,td,tfoot,th,thead,time,tr,tt,u,ul,var,video{ font:inherit;margin:0;padding:0;vertical-align:baseline;border:0 }\nbody{ font-size:16px; line-height:1.5; color:#999; background:transparent; }\n.wrapper{ overflow:hidden;word-break:break-all;padding:10px; }\nh1,h2{ font-weight:normal; 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overflow: hidden}\n.head .h-thumb { width: 30px; height: 30px; margin: 0; padding: 0; border-radius: 50%; float: left;}\n.head .h-content { margin: 0; padding: 0 0 0 9px; float: left;}\n.head .h-name {font-size: 13px; color: #eee; margin: 0;}\n.head .h-time {font-size: 11px; color: #7E829C; margin: 0;line-height: 11px;}\n.small {font-size: 12.5px; display: inline-block; transform: scale(0.9); -webkit-transform: scale(0.9); transform-origin: left; -webkit-transform-origin: left;}\n.smaller {font-size: 12.5px; display: inline-block; transform: scale(0.8); -webkit-transform: scale(0.8); transform-origin: left; -webkit-transform-origin: left;}\n.bt-text {font-size: 12px;margin: 1.5em 0 0 0}\n.bt-text p {margin: 0}\n</style>\n</head>\n<body>\n<div class=\"wrapper\">\n<header>\n<h2 class=\"title\">\nTesla 'Going Down' In 2021 As Investors Wake Up To Reality On Incumbents' Potential, Says Fund Manager\n</h2>\n\n<h4 class=\"meta\">\n\n\n2021-03-17 17:11 GMT+8&nbsp;&nbsp;&nbsp;<a href=https://www.benzinga.com/analyst-ratings/analyst-color/21/03/20207869/tesla-going-down-in-2021-as-investors-wake-up-to-reality-on-incumbents-potential-sa><strong>Benzinga</strong></a>\n\n\n</h4>\n\n</header>\n<article>\n<div>\n<p>Tesla Inc TSLA shares are going to take a sharp dive as interest rates rise in the aftermath of the COVID-19 pandemic, Lansdowne Partners fund manager Per Lekandertold CNBCon Tuesday.\nWhat Happened: ...</p>\n\n<a href=\"https://www.benzinga.com/analyst-ratings/analyst-color/21/03/20207869/tesla-going-down-in-2021-as-investors-wake-up-to-reality-on-incumbents-potential-sa\">Source Link</a>\n\n</div>\n\n\n</article>\n</div>\n</body>\n</html>\n","type":0,"thumbnail":"","relate_stocks":{"TSLA":"特斯拉"},"source_url":"https://www.benzinga.com/analyst-ratings/analyst-color/21/03/20207869/tesla-going-down-in-2021-as-investors-wake-up-to-reality-on-incumbents-potential-sa","is_english":true,"share_image_url":"https://static.laohu8.com/e9f99090a1c2ed51c021029395664489","article_id":"1109882540","content_text":"Tesla Inc TSLA shares are going to take a sharp dive as interest rates rise in the aftermath of the COVID-19 pandemic, Lansdowne Partners fund manager Per Lekandertold CNBCon Tuesday.\nWhat Happened: Lekander has a short position on the Tesla stock and is bullish on German automakerVolkswagen AGVWAGY.\nThe market value of Elon Musk’s electric vehicle company jumped to over $800 billion in January, before dropping to less than $600 billion in February and is now up again at about $649.7 billion.\nLekander believes there is an opportunity for incumbents to make a comeback in 2021.\n“There are a few golden nuggets, which I think are going to be long-term winners,” Lekander told CNBC’s Squawk Box Europe.\n“But in the short term, my guess if I’m right on the macro call that interest rates go up and the market wakes up to (the fact that) the incumbents are not as badly positioned as they think, then yes, I think Tesla is going down.”\nDrawing comparisons with the dot-com boom of 1999, he pointed out howCisco Systems IncCSCO, a poster child in 2000 has a much higher market value today than it had then.\n“It didn’t stop it from going down 80% first,” Lekander said.\nWhy It Matters: Earlier this week, Volkswagenrevealed plansto build half a dozen battery cell plants in Europe and expand charging infrastructure for electric vehicles as it aims to overtake Tesla in the race to speed up mass adoption of electric vehicles.\nUBS analysts earlier this month said Volkswagen will emerge asa prime rivalto Tesla by 2025 in the EV segment over newer EV-exclusive rivals likeNio IncNIO 0.02%orXpeng IncXPEV 0.13%.\nPrice Action: Tesla shares were down 0.5% at $673.25 in early pre-market trading session on Wednesday.","news_type":1,"symbols_score_info":{"TSLA":0.9}},"isVote":1,"tweetType":1,"viewCount":1746,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"EN","totalScore":0},{"id":324130561,"gmtCreate":1615972309853,"gmtModify":1704789101723,"author":{"id":"3575929684948138","authorId":"3575929684948138","name":"wilo621","avatar":"https://static.laohu8.com/default-avatar.jpg","crmLevel":11,"crmLevelSwitch":0,"followedFlag":false,"idStr":"3575929684948138","authorIdStr":"3575929684948138"},"themes":[],"htmlText":"interesting","listText":"interesting","text":"interesting","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":2,"commentSize":0,"repostSize":0,"link":"https://ttm.financial/post/324130561","repostId":"1170182904","repostType":4,"repost":{"id":"1170182904","kind":"news","pubTimestamp":1615971241,"share":"https://ttm.financial/m/news/1170182904?lang=en_US&edition=fundamental","pubTime":"2021-03-17 16:54","market":"us","language":"en","title":"Volkswagen Is Coming After Tesla. What It Means for Both Stocks.","url":"https://stock-news.laohu8.com/highlight/detail?id=1170182904","media":"Barrons","summary":"Volkswagen wants to be the leader in electric vehicles around the world. It isn’t satisfied playing Pepsi to Tesla’sCoca-Cola.The German auto-making giant laid outupdated EV ambitionsover the past couple of days, at an investor event and a shareholder meeting.Volkswagen has always had big EV goals, but the company is doubling down on an all-electric personal transportation future.VW, for context, delivered about 11 million vehicles in 2019, the year before the pandemic hit industry sales. In 202","content":"<p>Volkswagen&nbsp;wants to be&nbsp;the leader&nbsp;in electric vehicles around the world. It isn’t satisfied playing Pepsi to Tesla’sCoca-Cola.</p><p>The German auto-making giant laid outupdated EV ambitionsover the past couple of days, at an investor event and a shareholder meeting.Volkswagen(ticker: VOW.Germany) has always had big EV goals, but the company is doubling down on an all-electric personal transportation future.</p><p>In particular, the company announced plans to build six gigafactories by 2030. A gigafactory has become industry jargon for a battery plant, thanks to&nbsp;Tesla(TSLA). Gigafactory is what Tesla called its huge Nevada battery facility&nbsp;built&nbsp;with&nbsp;Panasonic&nbsp;(6752.Japan).</p><p>Volkswagen’s battery plants should have the capacity to manufacture 240 gigawatt hours of batteries each year. Giga is short for a billion, but what investors need to know is that that level of manufacturing capacity can power, very roughly, four to five million EVs annually.</p><p>Battery plants are becoming the new engine plants of the automotive industry.</p><p>Volkswagen, of course, will continue to buy batteries for the existing industry, and the company also has a sizeable investment in&nbsp;QuantumScape(QS). Quantum is&nbsp;pioneering&nbsp;solid-state, lithium anode batteries that promise lower costs, better safety, longer ranges, and faster charge times than today’s lithium-ion EV battery technology.</p><p>VW, for context, delivered about 11 million vehicles in 2019, the year before the pandemic hit industry sales. In 2020, Volkswagen sold about 230,000 all-electric vehicles and more than 400,000 electrified vehicles, including hybrids and plug-in hybrid options. Tesla sold about 500,000 EVs in 2020.</p><p>Wall Street projects Tesla will deliver about 840,000 EVs in 2021. Volkswagen’s goal is to sell 1 million electrified vehicles this year. Volkswagen also doubled its goal for European EV sales by 2030. The German auto maker wants 70% of European sales by then to be electrified vehicles, double the previous target of 35%.</p><p>“In 2030, we foresee a 50% [battery-electric vehicle] share in our global deliveries,” said CEO Herbert Diess in his Tuesday talk with shareholders. “In Europe we expect around 60 percent.”</p><p>It all very ambitious. Falling costs will help the company get there. Volkswagen also believes it will drive down the cost of batteries by about 50% between now and 2030, but the absolute level of costs wasn’t disclosed. Batteries are a big part of the overall cost of an EV, so a 50% reduction would go a long way to making an EV’s sticker price equivalent to a gasoline-powered car.</p><p>More competition isn’t the death knell for Tesla though. It is, more likely, the death knell for gasoline-powered cars, however. “VW Power Day confirms EVs are set to become the standard,” wrote Baird analyst&nbsp;Ben Kalloin a Monday research report. Kallo covers Tesla, not Volkswagen, and sees the VW event as a signal that EV penetration of the overall auto market will go faster than investors currently expect. He expects Tesla, however, to remain the leader.</p><p>Kallo rates Tesla stock Buy and has a $736 price target for shares. Wedbush analystDan Ivescovers Tesla, not VW, too. He rates Tesla shares Hold. Ives’ price target, however, is higher than Kallo’s at $950 a share.</p><p>Ives is getting asked by his clients if new competition is the reason for Tesla stock’s recent sell-off. Tesla shares have slumped 21% from their January high. His answer is an emphatic no.</p><p>“The EV party is just beginning,” writes Ives. Higher interest rates have dinged the high-growth EV sector, but he isn’t worried. “The…. transformation&nbsp;is just beginning&nbsp;as this industry is on the cusp of a $5 trillion market opportunity over the next decade.” That’s huge number, but achievable, considering global auto sales easily top $2 trillion each year.</p><p>That’s enough space for many winners and losers: VW and Tesla can both succeed.</p>","source":"lsy1601382232898","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>Volkswagen Is Coming After Tesla. What It Means for Both Stocks.</title>\n<style type=\"text/css\">\na,abbr,acronym,address,applet,article,aside,audio,b,big,blockquote,body,canvas,caption,center,cite,code,dd,del,details,dfn,div,dl,dt,\nem,embed,fieldset,figcaption,figure,footer,form,h1,h2,h3,h4,h5,h6,header,hgroup,html,i,iframe,img,ins,kbd,label,legend,li,mark,menu,nav,\nobject,ol,output,p,pre,q,ruby,s,samp,section,small,span,strike,strong,sub,summary,sup,table,tbody,td,tfoot,th,thead,time,tr,tt,u,ul,var,video{ font:inherit;margin:0;padding:0;vertical-align:baseline;border:0 }\nbody{ font-size:16px; line-height:1.5; color:#999; background:transparent; }\n.wrapper{ overflow:hidden;word-break:break-all;padding:10px; }\nh1,h2{ font-weight:normal; line-height:1.35; margin-bottom:.6em; }\nh3,h4,h5,h6{ line-height:1.35; margin-bottom:1em; }\nh1{ font-size:24px; }\nh2{ font-size:20px; }\nh3{ font-size:18px; }\nh4{ font-size:16px; }\nh5{ font-size:14px; }\nh6{ font-size:12px; }\np,ul,ol,blockquote,dl,table{ margin:1.2em 0; }\nul,ol{ margin-left:2em; }\nul{ list-style:disc; }\nol{ list-style:decimal; }\nli,li p{ margin:10px 0;}\nimg{ max-width:100%;display:block;margin:0 auto 1em; }\nblockquote{ color:#B5B2B1; border-left:3px solid #aaa; padding:1em; }\nstrong,b{font-weight:bold;}\nem,i{font-style:italic;}\ntable{ width:100%;border-collapse:collapse;border-spacing:1px;margin:1em 0;font-size:.9em; }\nth,td{ padding:5px;text-align:left;border:1px solid #aaa; }\nth{ font-weight:bold;background:#5d5d5d; }\n.symbol-link{font-weight:bold;}\n/* header{ border-bottom:1px solid #494756; } */\n.title{ margin:0 0 8px;line-height:1.3;color:#ddd; }\n.meta {color:#5e5c6d;font-size:13px;margin:0 0 .5em; }\na{text-decoration:none; color:#2a4b87;}\n.meta .head { display: inline-block; overflow: hidden}\n.head .h-thumb { width: 30px; height: 30px; margin: 0; padding: 0; border-radius: 50%; float: left;}\n.head .h-content { margin: 0; padding: 0 0 0 9px; float: left;}\n.head .h-name {font-size: 13px; color: #eee; margin: 0;}\n.head .h-time {font-size: 11px; color: #7E829C; margin: 0;line-height: 11px;}\n.small {font-size: 12.5px; display: inline-block; transform: scale(0.9); -webkit-transform: scale(0.9); transform-origin: left; -webkit-transform-origin: left;}\n.smaller {font-size: 12.5px; display: inline-block; transform: scale(0.8); -webkit-transform: scale(0.8); transform-origin: left; -webkit-transform-origin: left;}\n.bt-text {font-size: 12px;margin: 1.5em 0 0 0}\n.bt-text p {margin: 0}\n</style>\n</head>\n<body>\n<div class=\"wrapper\">\n<header>\n<h2 class=\"title\">\nVolkswagen Is Coming After Tesla. What It Means for Both Stocks.\n</h2>\n\n<h4 class=\"meta\">\n\n\n2021-03-17 16:54 GMT+8&nbsp;&nbsp;&nbsp;<a href=https://www.barrons.com/articles/volkswagen-ev-goals-tesla-stock-51615901639?mod=RTA><strong>Barrons</strong></a>\n\n\n</h4>\n\n</header>\n<article>\n<div>\n<p>Volkswagen wants to be the leader in electric vehicles around the world. It isn’t satisfied playing Pepsi to Tesla’sCoca-Cola.The German auto-making giant laid outupdated EV ambitionsover the past ...</p>\n\n<a href=\"https://www.barrons.com/articles/volkswagen-ev-goals-tesla-stock-51615901639?mod=RTA\">Source Link</a>\n\n</div>\n\n\n</article>\n</div>\n</body>\n</html>\n","type":0,"thumbnail":"","relate_stocks":{"TSLA":"特斯拉","VLKAY":"大众汽车","VLKAF":"Volkswagen AG","VWAGY":"大众汽车ADR"},"source_url":"https://www.barrons.com/articles/volkswagen-ev-goals-tesla-stock-51615901639?mod=RTA","is_english":true,"share_image_url":"https://static.laohu8.com/e9f99090a1c2ed51c021029395664489","article_id":"1170182904","content_text":"Volkswagen wants to be the leader in electric vehicles around the world. It isn’t satisfied playing Pepsi to Tesla’sCoca-Cola.The German auto-making giant laid outupdated EV ambitionsover the past couple of days, at an investor event and a shareholder meeting.Volkswagen(ticker: VOW.Germany) has always had big EV goals, but the company is doubling down on an all-electric personal transportation future.In particular, the company announced plans to build six gigafactories by 2030. A gigafactory has become industry jargon for a battery plant, thanks to Tesla(TSLA). Gigafactory is what Tesla called its huge Nevada battery facility built with Panasonic (6752.Japan).Volkswagen’s battery plants should have the capacity to manufacture 240 gigawatt hours of batteries each year. Giga is short for a billion, but what investors need to know is that that level of manufacturing capacity can power, very roughly, four to five million EVs annually.Battery plants are becoming the new engine plants of the automotive industry.Volkswagen, of course, will continue to buy batteries for the existing industry, and the company also has a sizeable investment in QuantumScape(QS). Quantum is pioneering solid-state, lithium anode batteries that promise lower costs, better safety, longer ranges, and faster charge times than today’s lithium-ion EV battery technology.VW, for context, delivered about 11 million vehicles in 2019, the year before the pandemic hit industry sales. In 2020, Volkswagen sold about 230,000 all-electric vehicles and more than 400,000 electrified vehicles, including hybrids and plug-in hybrid options. Tesla sold about 500,000 EVs in 2020.Wall Street projects Tesla will deliver about 840,000 EVs in 2021. Volkswagen’s goal is to sell 1 million electrified vehicles this year. Volkswagen also doubled its goal for European EV sales by 2030. The German auto maker wants 70% of European sales by then to be electrified vehicles, double the previous target of 35%.“In 2030, we foresee a 50% [battery-electric vehicle] share in our global deliveries,” said CEO Herbert Diess in his Tuesday talk with shareholders. “In Europe we expect around 60 percent.”It all very ambitious. Falling costs will help the company get there. Volkswagen also believes it will drive down the cost of batteries by about 50% between now and 2030, but the absolute level of costs wasn’t disclosed. Batteries are a big part of the overall cost of an EV, so a 50% reduction would go a long way to making an EV’s sticker price equivalent to a gasoline-powered car.More competition isn’t the death knell for Tesla though. It is, more likely, the death knell for gasoline-powered cars, however. “VW Power Day confirms EVs are set to become the standard,” wrote Baird analyst Ben Kalloin a Monday research report. Kallo covers Tesla, not Volkswagen, and sees the VW event as a signal that EV penetration of the overall auto market will go faster than investors currently expect. He expects Tesla, however, to remain the leader.Kallo rates Tesla stock Buy and has a $736 price target for shares. Wedbush analystDan Ivescovers Tesla, not VW, too. He rates Tesla shares Hold. Ives’ price target, however, is higher than Kallo’s at $950 a share.Ives is getting asked by his clients if new competition is the reason for Tesla stock’s recent sell-off. Tesla shares have slumped 21% from their January high. His answer is an emphatic no.“The EV party is just beginning,” writes Ives. Higher interest rates have dinged the high-growth EV sector, but he isn’t worried. “The…. transformation is just beginning as this industry is on the cusp of a $5 trillion market opportunity over the next decade.” That’s huge number, but achievable, considering global auto sales easily top $2 trillion each year.That’s enough space for many winners and losers: VW and Tesla can both succeed.","news_type":1,"symbols_score_info":{"TSLA":0.9,"VLKAY":0.9,"VLKAF":0.9,"VWAGY":0.9}},"isVote":1,"tweetType":1,"viewCount":1542,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"EN","totalScore":0}],"hots":[{"id":324130561,"gmtCreate":1615972309853,"gmtModify":1704789101723,"author":{"id":"3575929684948138","authorId":"3575929684948138","name":"wilo621","avatar":"https://static.laohu8.com/default-avatar.jpg","crmLevel":11,"crmLevelSwitch":0,"followedFlag":false,"idStr":"3575929684948138","authorIdStr":"3575929684948138"},"themes":[],"htmlText":"interesting","listText":"interesting","text":"interesting","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":2,"commentSize":0,"repostSize":0,"link":"https://ttm.financial/post/324130561","repostId":"1170182904","repostType":4,"repost":{"id":"1170182904","kind":"news","pubTimestamp":1615971241,"share":"https://ttm.financial/m/news/1170182904?lang=en_US&edition=fundamental","pubTime":"2021-03-17 16:54","market":"us","language":"en","title":"Volkswagen Is Coming After Tesla. What It Means for Both Stocks.","url":"https://stock-news.laohu8.com/highlight/detail?id=1170182904","media":"Barrons","summary":"Volkswagen wants to be the leader in electric vehicles around the world. It isn’t satisfied playing Pepsi to Tesla’sCoca-Cola.The German auto-making giant laid outupdated EV ambitionsover the past couple of days, at an investor event and a shareholder meeting.Volkswagen has always had big EV goals, but the company is doubling down on an all-electric personal transportation future.VW, for context, delivered about 11 million vehicles in 2019, the year before the pandemic hit industry sales. In 202","content":"<p>Volkswagen&nbsp;wants to be&nbsp;the leader&nbsp;in electric vehicles around the world. It isn’t satisfied playing Pepsi to Tesla’sCoca-Cola.</p><p>The German auto-making giant laid outupdated EV ambitionsover the past couple of days, at an investor event and a shareholder meeting.Volkswagen(ticker: VOW.Germany) has always had big EV goals, but the company is doubling down on an all-electric personal transportation future.</p><p>In particular, the company announced plans to build six gigafactories by 2030. A gigafactory has become industry jargon for a battery plant, thanks to&nbsp;Tesla(TSLA). Gigafactory is what Tesla called its huge Nevada battery facility&nbsp;built&nbsp;with&nbsp;Panasonic&nbsp;(6752.Japan).</p><p>Volkswagen’s battery plants should have the capacity to manufacture 240 gigawatt hours of batteries each year. Giga is short for a billion, but what investors need to know is that that level of manufacturing capacity can power, very roughly, four to five million EVs annually.</p><p>Battery plants are becoming the new engine plants of the automotive industry.</p><p>Volkswagen, of course, will continue to buy batteries for the existing industry, and the company also has a sizeable investment in&nbsp;QuantumScape(QS). Quantum is&nbsp;pioneering&nbsp;solid-state, lithium anode batteries that promise lower costs, better safety, longer ranges, and faster charge times than today’s lithium-ion EV battery technology.</p><p>VW, for context, delivered about 11 million vehicles in 2019, the year before the pandemic hit industry sales. In 2020, Volkswagen sold about 230,000 all-electric vehicles and more than 400,000 electrified vehicles, including hybrids and plug-in hybrid options. Tesla sold about 500,000 EVs in 2020.</p><p>Wall Street projects Tesla will deliver about 840,000 EVs in 2021. Volkswagen’s goal is to sell 1 million electrified vehicles this year. Volkswagen also doubled its goal for European EV sales by 2030. The German auto maker wants 70% of European sales by then to be electrified vehicles, double the previous target of 35%.</p><p>“In 2030, we foresee a 50% [battery-electric vehicle] share in our global deliveries,” said CEO Herbert Diess in his Tuesday talk with shareholders. “In Europe we expect around 60 percent.”</p><p>It all very ambitious. Falling costs will help the company get there. Volkswagen also believes it will drive down the cost of batteries by about 50% between now and 2030, but the absolute level of costs wasn’t disclosed. Batteries are a big part of the overall cost of an EV, so a 50% reduction would go a long way to making an EV’s sticker price equivalent to a gasoline-powered car.</p><p>More competition isn’t the death knell for Tesla though. It is, more likely, the death knell for gasoline-powered cars, however. “VW Power Day confirms EVs are set to become the standard,” wrote Baird analyst&nbsp;Ben Kalloin a Monday research report. Kallo covers Tesla, not Volkswagen, and sees the VW event as a signal that EV penetration of the overall auto market will go faster than investors currently expect. He expects Tesla, however, to remain the leader.</p><p>Kallo rates Tesla stock Buy and has a $736 price target for shares. Wedbush analystDan Ivescovers Tesla, not VW, too. He rates Tesla shares Hold. Ives’ price target, however, is higher than Kallo’s at $950 a share.</p><p>Ives is getting asked by his clients if new competition is the reason for Tesla stock’s recent sell-off. Tesla shares have slumped 21% from their January high. His answer is an emphatic no.</p><p>“The EV party is just beginning,” writes Ives. Higher interest rates have dinged the high-growth EV sector, but he isn’t worried. “The…. transformation&nbsp;is just beginning&nbsp;as this industry is on the cusp of a $5 trillion market opportunity over the next decade.” That’s huge number, but achievable, considering global auto sales easily top $2 trillion each year.</p><p>That’s enough space for many winners and losers: VW and Tesla can both succeed.</p>","source":"lsy1601382232898","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>Volkswagen Is Coming After Tesla. What It Means for Both Stocks.</title>\n<style type=\"text/css\">\na,abbr,acronym,address,applet,article,aside,audio,b,big,blockquote,body,canvas,caption,center,cite,code,dd,del,details,dfn,div,dl,dt,\nem,embed,fieldset,figcaption,figure,footer,form,h1,h2,h3,h4,h5,h6,header,hgroup,html,i,iframe,img,ins,kbd,label,legend,li,mark,menu,nav,\nobject,ol,output,p,pre,q,ruby,s,samp,section,small,span,strike,strong,sub,summary,sup,table,tbody,td,tfoot,th,thead,time,tr,tt,u,ul,var,video{ font:inherit;margin:0;padding:0;vertical-align:baseline;border:0 }\nbody{ font-size:16px; line-height:1.5; color:#999; background:transparent; }\n.wrapper{ overflow:hidden;word-break:break-all;padding:10px; }\nh1,h2{ font-weight:normal; line-height:1.35; margin-bottom:.6em; }\nh3,h4,h5,h6{ line-height:1.35; margin-bottom:1em; }\nh1{ font-size:24px; }\nh2{ font-size:20px; }\nh3{ font-size:18px; }\nh4{ font-size:16px; }\nh5{ font-size:14px; }\nh6{ font-size:12px; }\np,ul,ol,blockquote,dl,table{ margin:1.2em 0; }\nul,ol{ margin-left:2em; }\nul{ list-style:disc; }\nol{ list-style:decimal; }\nli,li p{ margin:10px 0;}\nimg{ max-width:100%;display:block;margin:0 auto 1em; }\nblockquote{ color:#B5B2B1; border-left:3px solid #aaa; padding:1em; }\nstrong,b{font-weight:bold;}\nem,i{font-style:italic;}\ntable{ width:100%;border-collapse:collapse;border-spacing:1px;margin:1em 0;font-size:.9em; }\nth,td{ padding:5px;text-align:left;border:1px solid #aaa; }\nth{ font-weight:bold;background:#5d5d5d; }\n.symbol-link{font-weight:bold;}\n/* header{ border-bottom:1px solid #494756; } */\n.title{ margin:0 0 8px;line-height:1.3;color:#ddd; }\n.meta {color:#5e5c6d;font-size:13px;margin:0 0 .5em; }\na{text-decoration:none; color:#2a4b87;}\n.meta .head { display: inline-block; overflow: hidden}\n.head .h-thumb { width: 30px; height: 30px; margin: 0; padding: 0; border-radius: 50%; float: left;}\n.head .h-content { margin: 0; padding: 0 0 0 9px; float: left;}\n.head .h-name {font-size: 13px; color: #eee; margin: 0;}\n.head .h-time {font-size: 11px; color: #7E829C; margin: 0;line-height: 11px;}\n.small {font-size: 12.5px; display: inline-block; transform: scale(0.9); -webkit-transform: scale(0.9); transform-origin: left; -webkit-transform-origin: left;}\n.smaller {font-size: 12.5px; display: inline-block; transform: scale(0.8); -webkit-transform: scale(0.8); transform-origin: left; -webkit-transform-origin: left;}\n.bt-text {font-size: 12px;margin: 1.5em 0 0 0}\n.bt-text p {margin: 0}\n</style>\n</head>\n<body>\n<div class=\"wrapper\">\n<header>\n<h2 class=\"title\">\nVolkswagen Is Coming After Tesla. What It Means for Both Stocks.\n</h2>\n\n<h4 class=\"meta\">\n\n\n2021-03-17 16:54 GMT+8&nbsp;&nbsp;&nbsp;<a href=https://www.barrons.com/articles/volkswagen-ev-goals-tesla-stock-51615901639?mod=RTA><strong>Barrons</strong></a>\n\n\n</h4>\n\n</header>\n<article>\n<div>\n<p>Volkswagen wants to be the leader in electric vehicles around the world. It isn’t satisfied playing Pepsi to Tesla’sCoca-Cola.The German auto-making giant laid outupdated EV ambitionsover the past ...</p>\n\n<a href=\"https://www.barrons.com/articles/volkswagen-ev-goals-tesla-stock-51615901639?mod=RTA\">Source Link</a>\n\n</div>\n\n\n</article>\n</div>\n</body>\n</html>\n","type":0,"thumbnail":"","relate_stocks":{"TSLA":"特斯拉","VLKAY":"大众汽车","VLKAF":"Volkswagen AG","VWAGY":"大众汽车ADR"},"source_url":"https://www.barrons.com/articles/volkswagen-ev-goals-tesla-stock-51615901639?mod=RTA","is_english":true,"share_image_url":"https://static.laohu8.com/e9f99090a1c2ed51c021029395664489","article_id":"1170182904","content_text":"Volkswagen wants to be the leader in electric vehicles around the world. It isn’t satisfied playing Pepsi to Tesla’sCoca-Cola.The German auto-making giant laid outupdated EV ambitionsover the past couple of days, at an investor event and a shareholder meeting.Volkswagen(ticker: VOW.Germany) has always had big EV goals, but the company is doubling down on an all-electric personal transportation future.In particular, the company announced plans to build six gigafactories by 2030. A gigafactory has become industry jargon for a battery plant, thanks to Tesla(TSLA). Gigafactory is what Tesla called its huge Nevada battery facility built with Panasonic (6752.Japan).Volkswagen’s battery plants should have the capacity to manufacture 240 gigawatt hours of batteries each year. Giga is short for a billion, but what investors need to know is that that level of manufacturing capacity can power, very roughly, four to five million EVs annually.Battery plants are becoming the new engine plants of the automotive industry.Volkswagen, of course, will continue to buy batteries for the existing industry, and the company also has a sizeable investment in QuantumScape(QS). Quantum is pioneering solid-state, lithium anode batteries that promise lower costs, better safety, longer ranges, and faster charge times than today’s lithium-ion EV battery technology.VW, for context, delivered about 11 million vehicles in 2019, the year before the pandemic hit industry sales. In 2020, Volkswagen sold about 230,000 all-electric vehicles and more than 400,000 electrified vehicles, including hybrids and plug-in hybrid options. Tesla sold about 500,000 EVs in 2020.Wall Street projects Tesla will deliver about 840,000 EVs in 2021. Volkswagen’s goal is to sell 1 million electrified vehicles this year. Volkswagen also doubled its goal for European EV sales by 2030. The German auto maker wants 70% of European sales by then to be electrified vehicles, double the previous target of 35%.“In 2030, we foresee a 50% [battery-electric vehicle] share in our global deliveries,” said CEO Herbert Diess in his Tuesday talk with shareholders. “In Europe we expect around 60 percent.”It all very ambitious. Falling costs will help the company get there. Volkswagen also believes it will drive down the cost of batteries by about 50% between now and 2030, but the absolute level of costs wasn’t disclosed. Batteries are a big part of the overall cost of an EV, so a 50% reduction would go a long way to making an EV’s sticker price equivalent to a gasoline-powered car.More competition isn’t the death knell for Tesla though. It is, more likely, the death knell for gasoline-powered cars, however. “VW Power Day confirms EVs are set to become the standard,” wrote Baird analyst Ben Kalloin a Monday research report. Kallo covers Tesla, not Volkswagen, and sees the VW event as a signal that EV penetration of the overall auto market will go faster than investors currently expect. He expects Tesla, however, to remain the leader.Kallo rates Tesla stock Buy and has a $736 price target for shares. Wedbush analystDan Ivescovers Tesla, not VW, too. He rates Tesla shares Hold. Ives’ price target, however, is higher than Kallo’s at $950 a share.Ives is getting asked by his clients if new competition is the reason for Tesla stock’s recent sell-off. Tesla shares have slumped 21% from their January high. His answer is an emphatic no.“The EV party is just beginning,” writes Ives. Higher interest rates have dinged the high-growth EV sector, but he isn’t worried. “The…. transformation is just beginning as this industry is on the cusp of a $5 trillion market opportunity over the next decade.” That’s huge number, but achievable, considering global auto sales easily top $2 trillion each year.That’s enough space for many winners and losers: VW and Tesla can both succeed.","news_type":1,"symbols_score_info":{"TSLA":0.9,"VLKAY":0.9,"VLKAF":0.9,"VWAGY":0.9}},"isVote":1,"tweetType":1,"viewCount":1542,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"EN","totalScore":0},{"id":372410809,"gmtCreate":1619232831501,"gmtModify":1704721621964,"author":{"id":"3575929684948138","authorId":"3575929684948138","name":"wilo621","avatar":"https://static.laohu8.com/default-avatar.jpg","crmLevel":11,"crmLevelSwitch":0,"followedFlag":false,"idStr":"3575929684948138","authorIdStr":"3575929684948138"},"themes":[],"htmlText":"hmmm","listText":"hmmm","text":"hmmm","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":1,"commentSize":0,"repostSize":0,"link":"https://ttm.financial/post/372410809","repostId":"2129350497","repostType":4,"isVote":1,"tweetType":1,"viewCount":1336,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"EN","totalScore":0},{"id":324118959,"gmtCreate":1615973761171,"gmtModify":1704789119546,"author":{"id":"3575929684948138","authorId":"3575929684948138","name":"wilo621","avatar":"https://static.laohu8.com/default-avatar.jpg","crmLevel":11,"crmLevelSwitch":0,"followedFlag":false,"idStr":"3575929684948138","authorIdStr":"3575929684948138"},"themes":[],"htmlText":"VW OR TESLA?","listText":"VW OR TESLA?","text":"VW OR TESLA?","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":1,"commentSize":0,"repostSize":0,"link":"https://ttm.financial/post/324118959","repostId":"1109882540","repostType":4,"repost":{"id":"1109882540","kind":"news","pubTimestamp":1615972313,"share":"https://ttm.financial/m/news/1109882540?lang=en_US&edition=fundamental","pubTime":"2021-03-17 17:11","market":"us","language":"en","title":"Tesla 'Going Down' In 2021 As Investors Wake Up To Reality On Incumbents' Potential, Says Fund Manager","url":"https://stock-news.laohu8.com/highlight/detail?id=1109882540","media":"Benzinga","summary":"Tesla Inc TSLA shares are going to take a sharp dive as interest rates rise in the aftermath of the ","content":"<div>\n<p>Tesla Inc TSLA shares are going to take a sharp dive as interest rates rise in the aftermath of the COVID-19 pandemic, Lansdowne Partners fund manager Per Lekandertold CNBCon Tuesday.\nWhat Happened: ...</p>\n\n<a href=\"https://www.benzinga.com/analyst-ratings/analyst-color/21/03/20207869/tesla-going-down-in-2021-as-investors-wake-up-to-reality-on-incumbents-potential-sa\">Source Link</a>\n\n</div>\n","source":"lsy1606299360108","collect":0,"html":"<!DOCTYPE html>\n<html>\n<head>\n<meta http-equiv=\"Content-Type\" content=\"text/html; charset=utf-8\" />\n<meta name=\"viewport\" content=\"width=device-width,initial-scale=1.0,minimum-scale=1.0,maximum-scale=1.0,user-scalable=no\"/>\n<meta name=\"format-detection\" content=\"telephone=no,email=no,address=no\" />\n<title>Tesla 'Going Down' In 2021 As Investors Wake Up To Reality On Incumbents' Potential, Says Fund Manager</title>\n<style type=\"text/css\">\na,abbr,acronym,address,applet,article,aside,audio,b,big,blockquote,body,canvas,caption,center,cite,code,dd,del,details,dfn,div,dl,dt,\nem,embed,fieldset,figcaption,figure,footer,form,h1,h2,h3,h4,h5,h6,header,hgroup,html,i,iframe,img,ins,kbd,label,legend,li,mark,menu,nav,\nobject,ol,output,p,pre,q,ruby,s,samp,section,small,span,strike,strong,sub,summary,sup,table,tbody,td,tfoot,th,thead,time,tr,tt,u,ul,var,video{ font:inherit;margin:0;padding:0;vertical-align:baseline;border:0 }\nbody{ font-size:16px; line-height:1.5; color:#999; background:transparent; }\n.wrapper{ overflow:hidden;word-break:break-all;padding:10px; }\nh1,h2{ font-weight:normal; line-height:1.35; margin-bottom:.6em; }\nh3,h4,h5,h6{ line-height:1.35; margin-bottom:1em; }\nh1{ font-size:24px; }\nh2{ font-size:20px; }\nh3{ font-size:18px; }\nh4{ font-size:16px; }\nh5{ font-size:14px; }\nh6{ font-size:12px; }\np,ul,ol,blockquote,dl,table{ margin:1.2em 0; }\nul,ol{ margin-left:2em; }\nul{ list-style:disc; }\nol{ list-style:decimal; }\nli,li p{ margin:10px 0;}\nimg{ max-width:100%;display:block;margin:0 auto 1em; }\nblockquote{ color:#B5B2B1; border-left:3px solid #aaa; padding:1em; }\nstrong,b{font-weight:bold;}\nem,i{font-style:italic;}\ntable{ width:100%;border-collapse:collapse;border-spacing:1px;margin:1em 0;font-size:.9em; }\nth,td{ padding:5px;text-align:left;border:1px solid #aaa; }\nth{ font-weight:bold;background:#5d5d5d; }\n.symbol-link{font-weight:bold;}\n/* header{ border-bottom:1px solid #494756; } */\n.title{ margin:0 0 8px;line-height:1.3;color:#ddd; }\n.meta {color:#5e5c6d;font-size:13px;margin:0 0 .5em; }\na{text-decoration:none; color:#2a4b87;}\n.meta .head { display: inline-block; overflow: hidden}\n.head .h-thumb { width: 30px; height: 30px; margin: 0; padding: 0; border-radius: 50%; float: left;}\n.head .h-content { margin: 0; padding: 0 0 0 9px; float: left;}\n.head .h-name {font-size: 13px; color: #eee; margin: 0;}\n.head .h-time {font-size: 11px; color: #7E829C; margin: 0;line-height: 11px;}\n.small {font-size: 12.5px; display: inline-block; transform: scale(0.9); -webkit-transform: scale(0.9); transform-origin: left; -webkit-transform-origin: left;}\n.smaller {font-size: 12.5px; display: inline-block; transform: scale(0.8); -webkit-transform: scale(0.8); transform-origin: left; -webkit-transform-origin: left;}\n.bt-text {font-size: 12px;margin: 1.5em 0 0 0}\n.bt-text p {margin: 0}\n</style>\n</head>\n<body>\n<div class=\"wrapper\">\n<header>\n<h2 class=\"title\">\nTesla 'Going Down' In 2021 As Investors Wake Up To Reality On Incumbents' Potential, Says Fund Manager\n</h2>\n\n<h4 class=\"meta\">\n\n\n2021-03-17 17:11 GMT+8&nbsp;&nbsp;&nbsp;<a href=https://www.benzinga.com/analyst-ratings/analyst-color/21/03/20207869/tesla-going-down-in-2021-as-investors-wake-up-to-reality-on-incumbents-potential-sa><strong>Benzinga</strong></a>\n\n\n</h4>\n\n</header>\n<article>\n<div>\n<p>Tesla Inc TSLA shares are going to take a sharp dive as interest rates rise in the aftermath of the COVID-19 pandemic, Lansdowne Partners fund manager Per Lekandertold CNBCon Tuesday.\nWhat Happened: ...</p>\n\n<a href=\"https://www.benzinga.com/analyst-ratings/analyst-color/21/03/20207869/tesla-going-down-in-2021-as-investors-wake-up-to-reality-on-incumbents-potential-sa\">Source Link</a>\n\n</div>\n\n\n</article>\n</div>\n</body>\n</html>\n","type":0,"thumbnail":"","relate_stocks":{"TSLA":"特斯拉"},"source_url":"https://www.benzinga.com/analyst-ratings/analyst-color/21/03/20207869/tesla-going-down-in-2021-as-investors-wake-up-to-reality-on-incumbents-potential-sa","is_english":true,"share_image_url":"https://static.laohu8.com/e9f99090a1c2ed51c021029395664489","article_id":"1109882540","content_text":"Tesla Inc TSLA shares are going to take a sharp dive as interest rates rise in the aftermath of the COVID-19 pandemic, Lansdowne Partners fund manager Per Lekandertold CNBCon Tuesday.\nWhat Happened: Lekander has a short position on the Tesla stock and is bullish on German automakerVolkswagen AGVWAGY.\nThe market value of Elon Musk’s electric vehicle company jumped to over $800 billion in January, before dropping to less than $600 billion in February and is now up again at about $649.7 billion.\nLekander believes there is an opportunity for incumbents to make a comeback in 2021.\n“There are a few golden nuggets, which I think are going to be long-term winners,” Lekander told CNBC’s Squawk Box Europe.\n“But in the short term, my guess if I’m right on the macro call that interest rates go up and the market wakes up to (the fact that) the incumbents are not as badly positioned as they think, then yes, I think Tesla is going down.”\nDrawing comparisons with the dot-com boom of 1999, he pointed out howCisco Systems IncCSCO, a poster child in 2000 has a much higher market value today than it had then.\n“It didn’t stop it from going down 80% first,” Lekander said.\nWhy It Matters: Earlier this week, Volkswagenrevealed plansto build half a dozen battery cell plants in Europe and expand charging infrastructure for electric vehicles as it aims to overtake Tesla in the race to speed up mass adoption of electric vehicles.\nUBS analysts earlier this month said Volkswagen will emerge asa prime rivalto Tesla by 2025 in the EV segment over newer EV-exclusive rivals likeNio IncNIO 0.02%orXpeng IncXPEV 0.13%.\nPrice Action: Tesla shares were down 0.5% at $673.25 in early pre-market trading session on Wednesday.","news_type":1,"symbols_score_info":{"TSLA":0.9}},"isVote":1,"tweetType":1,"viewCount":1746,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"EN","totalScore":0},{"id":324112838,"gmtCreate":1615973920924,"gmtModify":1704789122960,"author":{"id":"3575929684948138","authorId":"3575929684948138","name":"wilo621","avatar":"https://static.laohu8.com/default-avatar.jpg","crmLevel":11,"crmLevelSwitch":0,"followedFlag":false,"idStr":"3575929684948138","authorIdStr":"3575929684948138"},"themes":[],"htmlText":"Stimulus not so stimulus to markets?","listText":"Stimulus not so stimulus to markets?","text":"Stimulus not so stimulus to markets?","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":0,"commentSize":0,"repostSize":0,"link":"https://ttm.financial/post/324112838","repostId":"1149837805","repostType":4,"repost":{"id":"1149837805","kind":"news","pubTimestamp":1615971667,"share":"https://ttm.financial/m/news/1149837805?lang=en_US&edition=fundamental","pubTime":"2021-03-17 17:01","market":"us","language":"en","title":"Why $40 billion in stimulus won’t go ‘into’ stocks","url":"https://stock-news.laohu8.com/highlight/detail?id=1149837805","media":"MarketWatch","summary":"It’s a simple logical error\n\nIf you’re planning to take extra risk in your retirement accounts becau","content":"<p>It’s a simple logical error</p>\n<p><img src=\"https://static.tigerbbs.com/7a82b8df4254390b71a4ce4488e33d21\" tg-width=\"1259\" tg-height=\"1092\"></p>\n<p>If you’re planning to take extra risk in your retirement accounts because of all the stimulus money about to be “poured into stocks”—don’t.</p>\n<p>The same goes for bitcoin.</p>\n<p>Mizuho Securities is the latest to push this idea, with a survey suggesting that 10% of the $380 billion in stimulus windfalls will be invested in stocks and bitcoin.</p>\n<p>That,according to Wall Street, means that about $40 billion in extra money will “come into the stock market,” driving it higher.</p>\n<p>Recently Deutsche Bank&nbsp;estimated&nbsp;young individual investors were ready to pour $170 billion into the market.</p>\n<p>And the Wall Street hucksters made the same argument.</p>\n<p>But it’s the old “money on the sidelines” fallacy. (Incidentally this raises, yet again, the question of why we don’t teach logic as Topic No. 1 in the public education system—a failure whose devastating costs are apparent every day.)</p>\n<p>It’s a simple logical error, and it doesn’t matter who points it out—me, your broker, the Man in the Moon. It’s basic logic.</p>\n<p>Stimulus money, or money “on the sidelines,” cannot “come into the market” for one very simple reason that gets ignored time and time and time again when this comes up.</p>\n<p>Every time a security is bought, one must be sold.</p>\n<p>Pretty obvious, right? If I buy your Apple&nbsp;stock, then you…er…have to sell it to me. I buy, you sell.</p>\n<p>Imagine if you bought a house and tried to move in, and the previous owner figured he’d hang on to it, as well as banking the check.</p>\n<p>If investors plunge $40 billion of their stimulus windfalls “into” stocks (and bitcoin), guess how much current investors will simultaneously “take out” of stocks (and bitcoin).</p>\n<p>Er…$40 billion.</p>\n<p>And if eager young investors rush out and pour $170 billion of their cash into these investments, current investors will…er…take $170 billion out.</p>\n<p>It is not a coincidence that the figures match.</p>\n<p>I have $10, you have a share. I buy your share. Now I have your share…and you have my $10.</p>\n<p>None of this means the stock market is a bad investment (or a good one), merely that this particular argument has no force.</p>\n<p>The more interesting question is whether or not this hot stimulus money will spark even greater animal spirits among investors — especially among those who have the least experience of investing.</p>\n<p>Is that possible? Obviously.</p>\n<p>Is it likely? Maybe.</p>\n<p>On the other hand, $40 billion is about 0.07% of the value of the U.S. stocks market and $170 billion is 0.3%, so you have to wonder how much this additional euphoria is going to be worth.</p>\n<p>You might also reasonably wonder how much extra exuberance the market can handle, given — as the chart above shows — it looks pretty exuberant already.</p>\n<p>For those following trends the more important short-term issue is that the U.S. market—as measured for example by the Vanguard Total Stock Market ETF—is (just) above its 50-day moving average and well above its 200 day moving average. So the trend remains bullish.</p>\n<p>Whether that remains the case as inflation forecasts break above 8-year highs, and the White House looks at a 25% hike in corporate tax rates, is going to be another matter.</p>\n<p>Meanwhile those of a curious disposition might wonder why, if new and inexperienced investors are so eager to plunge $40 billion or even $170 billion “into” the market, current (and possibly more experienced) investors are so willing to take the same amount out.</p>","source":"market_watch","collect":0,"html":"<!DOCTYPE html>\n<html>\n<head>\n<meta http-equiv=\"Content-Type\" content=\"text/html; charset=utf-8\" />\n<meta name=\"viewport\" content=\"width=device-width,initial-scale=1.0,minimum-scale=1.0,maximum-scale=1.0,user-scalable=no\"/>\n<meta name=\"format-detection\" content=\"telephone=no,email=no,address=no\" />\n<title>Why $40 billion in stimulus won’t go ‘into’ stocks</title>\n<style type=\"text/css\">\na,abbr,acronym,address,applet,article,aside,audio,b,big,blockquote,body,canvas,caption,center,cite,code,dd,del,details,dfn,div,dl,dt,\nem,embed,fieldset,figcaption,figure,footer,form,h1,h2,h3,h4,h5,h6,header,hgroup,html,i,iframe,img,ins,kbd,label,legend,li,mark,menu,nav,\nobject,ol,output,p,pre,q,ruby,s,samp,section,small,span,strike,strong,sub,summary,sup,table,tbody,td,tfoot,th,thead,time,tr,tt,u,ul,var,video{ font:inherit;margin:0;padding:0;vertical-align:baseline;border:0 }\nbody{ font-size:16px; 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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\">\nWhy $40 billion in stimulus won’t go ‘into’ stocks\n</h2>\n\n<h4 class=\"meta\">\n\n\n2021-03-17 17:01 GMT+8&nbsp;&nbsp;&nbsp;<a href=https://www.marketwatch.com/story/why-40-billion-in-stimulus-wont-go-into-stocks-11615842577?mod=home-page><strong>MarketWatch</strong></a>\n\n\n</h4>\n\n</header>\n<article>\n<div>\n<p>It’s a simple logical error\n\nIf you’re planning to take extra risk in your retirement accounts because of all the stimulus money about to be “poured into stocks”—don’t.\nThe same goes for bitcoin.\n...</p>\n\n<a href=\"https://www.marketwatch.com/story/why-40-billion-in-stimulus-wont-go-into-stocks-11615842577?mod=home-page\">Source Link</a>\n\n</div>\n\n\n</article>\n</div>\n</body>\n</html>\n","type":0,"thumbnail":"","relate_stocks":{".SPX":"S&P 500 Index","VTI":"大盘指数ETF-Vanguard MSCI",".DJI":"道琼斯","AAPL":"苹果",".IXIC":"NASDAQ Composite"},"source_url":"https://www.marketwatch.com/story/why-40-billion-in-stimulus-wont-go-into-stocks-11615842577?mod=home-page","is_english":true,"share_image_url":"https://static.laohu8.com/599a65733b8245fcf7868668ef9ad712","article_id":"1149837805","content_text":"It’s a simple logical error\n\nIf you’re planning to take extra risk in your retirement accounts because of all the stimulus money about to be “poured into stocks”—don’t.\nThe same goes for bitcoin.\nMizuho Securities is the latest to push this idea, with a survey suggesting that 10% of the $380 billion in stimulus windfalls will be invested in stocks and bitcoin.\nThat,according to Wall Street, means that about $40 billion in extra money will “come into the stock market,” driving it higher.\nRecently Deutsche Bank estimated young individual investors were ready to pour $170 billion into the market.\nAnd the Wall Street hucksters made the same argument.\nBut it’s the old “money on the sidelines” fallacy. (Incidentally this raises, yet again, the question of why we don’t teach logic as Topic No. 1 in the public education system—a failure whose devastating costs are apparent every day.)\nIt’s a simple logical error, and it doesn’t matter who points it out—me, your broker, the Man in the Moon. It’s basic logic.\nStimulus money, or money “on the sidelines,” cannot “come into the market” for one very simple reason that gets ignored time and time and time again when this comes up.\nEvery time a security is bought, one must be sold.\nPretty obvious, right? If I buy your Apple stock, then you…er…have to sell it to me. I buy, you sell.\nImagine if you bought a house and tried to move in, and the previous owner figured he’d hang on to it, as well as banking the check.\nIf investors plunge $40 billion of their stimulus windfalls “into” stocks (and bitcoin), guess how much current investors will simultaneously “take out” of stocks (and bitcoin).\nEr…$40 billion.\nAnd if eager young investors rush out and pour $170 billion of their cash into these investments, current investors will…er…take $170 billion out.\nIt is not a coincidence that the figures match.\nI have $10, you have a share. I buy your share. Now I have your share…and you have my $10.\nNone of this means the stock market is a bad investment (or a good one), merely that this particular argument has no force.\nThe more interesting question is whether or not this hot stimulus money will spark even greater animal spirits among investors — especially among those who have the least experience of investing.\nIs that possible? Obviously.\nIs it likely? Maybe.\nOn the other hand, $40 billion is about 0.07% of the value of the U.S. stocks market and $170 billion is 0.3%, so you have to wonder how much this additional euphoria is going to be worth.\nYou might also reasonably wonder how much extra exuberance the market can handle, given — as the chart above shows — it looks pretty exuberant already.\nFor those following trends the more important short-term issue is that the U.S. market—as measured for example by the Vanguard Total Stock Market ETF—is (just) above its 50-day moving average and well above its 200 day moving average. So the trend remains bullish.\nWhether that remains the case as inflation forecasts break above 8-year highs, and the White House looks at a 25% hike in corporate tax rates, is going to be another matter.\nMeanwhile those of a curious disposition might wonder why, if new and inexperienced investors are so eager to plunge $40 billion or even $170 billion “into” the market, current (and possibly more experienced) investors are so willing to take the same amount out.","news_type":1,"symbols_score_info":{".IXIC":0.9,"AAPL":0.9,"VTI":0.9,".SPX":0.9,".DJI":0.9}},"isVote":1,"tweetType":1,"viewCount":1909,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"EN","totalScore":0}],"lives":[]}