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pkl
pkl
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2022-05-23
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Financial Report Preview | Whether Nvidia can make a triumphant comeback depends on the Q1 earnings report!
英伟达计划于美东时间5月25日美股收盘后公布截至4月30日的2023财年Q1业绩。在上一季度财报中，英伟达预估本季度（2023财年Q1）营收为81.0亿美元（上下波动2%），高于预期72.2亿美元；预
Financial Report Preview | Whether Nvidia can make a triumphant comeback depends on the Q1 earnings report!
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pkl
pkl
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2022-05-23
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How much impact will a comprehensive reduction in mortgage rates have on the capital market and residents?
在刚刚对新增的首套房贷利率下限下调了20个基点后，存量房贷也迎来重大利好。5月20日，央行公布LPR报价，一年期LPR维持不变仍为3.7%。但对于房贷人群影响重大的5年期以上LPR，从4.6%大幅下调
How much impact will a comprehensive reduction in mortgage rates have on the capital market and residents?
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pkl
pkl
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2022-05-23
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With steady revenue and persistent premiums, will Zoom continue to cut losses?
概括：ZM股票从2020年10月的高点急剧下跌，但其仍具有显著的增长溢价。尽管溢价需要消化，但市场并未给Zoom投资者任何喘息的机会。我们将评级从买入调整为卖出，估计在达到显著底部之前可能存在27%的
With steady revenue and persistent premiums, will Zoom continue to cut losses?
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pkl
pkl
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2022-05-23
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Sorry, this post has been deleted
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pkl
pkl
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2022-05-23
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Sorry, this post has been deleted
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pkl
pkl
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2022-05-17
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pkl
pkl
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2022-05-17
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Who is the second Tesla? Soros bet heavily on this company
现在说起电动车，全球投资者头脑中浮现的第一个品牌基本都是特斯拉。随着电动车产业的发展，除特斯拉之外还有400多个大大小小的品牌，这其中一定会出现一家或几家可以和特斯拉相抗衡的企业，索罗斯就重金押注其中
Who is the second Tesla? Soros bet heavily on this company
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pkl
pkl
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2022-05-06
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pkl
pkl
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2022-04-28
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Teladoc Health was suspended from trading during trading, after its share price fell more than 44% before the suspension.
4月28日，Teladoc Health盘中停牌，停牌前股价跌逾44%，报31.23美元。
Teladoc Health was suspended from trading during trading, after its share price fell more than 44% before the suspension.
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pkl
pkl
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2022-04-28
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Most of the new energy vehicle sector in U.S. stocks fell lower, with Tesla falling nearly 4%
4月28日，美股新能源车板块多数走低，福特汽车跌超5%，特斯拉跌近4%，Rivian跌2.2%，蔚来跌近2%。
Most of the new energy vehicle sector in U.S. stocks fell lower, with Tesla falling nearly 4%
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18:29","market":"us","language":"zh","title":"Financial Report Preview | Whether Nvidia can make a triumphant comeback depends on the Q1 earnings report!","url":"https://stock-news.laohu8.com/highlight/detail?id=2237286827","media":"老虎资讯综合","summary":"英伟达计划于美东时间5月25日美股收盘后公布截至4月30日的2023财年Q1业绩。在上一季度财报中，英伟达预估本季度（2023财年Q1）营收为81.0亿美元（上下波动2%），高于预期72.2亿美元；预","content":"<p><html><head></head><body><a href=\"https://laohu8.com/S/NVDA\">NVIDIA</a>The company plans to release its Q1 results for fiscal year 2023, ending April 30, after the U.S. stock market closes on May 25, Eastern Time.<img src=\"https://static.tigerbbs.com/0bcf0217d1952bf8213351c45058c163\" tg-width=\"1800\" tg-height=\"1430\" width=\"100%\" height=\"auto\"/>In the previous quarterly financial report,<b>Nvidia forecasts this quarter (</b>FY2023 Q1<b>Revenue was $8.10 billion (up or down 2%), exceeding the expected $7.22 billion; The estimated adjusted gross profit margin for the first quarter is 67.0% (fluctuation 0.5%). Adjusted operating expenses are expected to be $1.6 billion, higher than the forecast of $1.46 billion.</b></p><p>The market generally expects the company to report total revenue of $8.09 billion and earnings per share (EPS) of $1.29 in Q1, compared to total revenue of $5.66 billion and earnings per share of $0.92 in the same period last year.<b>Historically, Nvidia's total revenue and EPS have exceeded market expectations for 12 consecutive quarters.</b><img src=\"https://static.tigerbbs.com/72b8471534ea7cbf42bf3e0014e3a9ad\" tg-width=\"1524\" tg-height=\"593\" referrerpolicy=\"no-referrer\"/></p><p><img src=\"https://static.tigerbbs.com/b4501b7b3af70f7391780ecbb8d2a4be\" tg-width=\"1507\" tg-height=\"591\" referrerpolicy=\"no-referrer\"/><b>With its market capitalization halved, can Nvidia \"buy at the bottom\"?</b></p><p>Nvidia hit an all-time high of $346.47 last November, sparked by strong demand and a global chip shortage. Since then, concerns about an economic slowdown and the outlook for rate hike have weighed on the stock price, which is now down nearly 50% from its all-time high reached at the end of last year, and 40% this year alone.<img src=\"https://static.tigerbbs.com/497d3d251c9e30cdcc2f07e12a9e32f4\" tg-width=\"840\" tg-height=\"470\" referrerpolicy=\"no-referrer\"/><b>From</b><b><b>From a valuation perspective, it is gradually becoming</b></b></p><p>In terms of valuation, Nvidia still has a \"best-in-class\" premium over its relatively smaller competitors. In terms of expected P/E, Nvidia's figure remains at 30x. In comparison, its competitor AMD expects P/E at 22x, while other competitors also expect P/E to be relatively low.<a href=\"https://laohu8.com/S/TXN\">Texas Instruments</a>is 19x,<a href=\"https://laohu8.com/S/INTC\">Intel</a>is 12x,<a href=\"https://laohu8.com/S/QCOM\">Qualcomm</a>is 10x,<a href=\"https://laohu8.com/S/MU\">Micron Technology</a>It is 6x.</p><p>Currently, Nvidia's one-year stock valuation is significantly lower than the average, placing it at its lowest level in the one-year period. Some analysts believe this indicates that<span style=\"color:rgba(236,31,15,1);\"><b>If the latest earnings and guidance meet or even exceed market expectations, it would be an excellent opportunity for long-term investors to buy the company's stock at a reasonable valuation.</b></span><img src=\"https://static.tigerbbs.com/207b753f81610ea29fae2accce1ef43d\" tg-width=\"443\" tg-height=\"316\" referrerpolicy=\"no-referrer\"/><b>Wall Street is bullish, is Q1 secure?</b></p><p>Market expectations for Nvidia's first fiscal quarter remain high, with analysts expecting revenue and profit to grow by more than 40% year-on-year. However, the global chip shortage may affect Nvidia, as it is an upstream Fab (chip designer) and heavily reliant on the production capacity of wafer foundries. Last month, Nvidia indicated that it was increasing its efforts to replenish its inventory of graphics processing products (GPU products), suggesting that the worst of the company's chip shortage may be over.</p><p>Some analysts pointed out that while this is a good sign of sales growth, the average selling price (ASP) of the company's products may decrease due to declining demand, which could harm the company's profit margin figures, which have consistently amazed the market in the past. Analysts generally say,<b>We will closely monitor any signals from the latest quarterly earnings report regarding changes in the chip supply and demand balance.</b></p><p><b>According to Oppenheimer, Nvidia's first-quarter earnings report may be better than expected due to strong demand, with its data center business expected to grow by 75% year-over-year.</b></p><p>Oppenheimer analysts predict that,<span style=\"color:rgba(235,34,19,1);\">First-quarter earnings per share and sales will exceed Wall Street expectations of $1.30 and $8.1 billion, respectively.</span>The company expects,<span style=\"color:rgba(242,34,18,1);\">Earnings per share and sales for the second fiscal quarter will exceed market consensus expectations of $1.36 and $8.4 billion, respectively.</span></p><p>Oppenheimer stated that supply chain constraints should ease in the second half of this year, which is expected to drive up performance. “Our long-term argument remains unchanged, as Nvidia’s core leading gaming and AI strengths will remain poised for massive structural growth,” the analyst said. “We remain bullish on Nvidia in the long term.”</p><p>Oppenheimer lowered his price target for Nvidia from $350 to $300, while reiterating its outperform rating. The new target price shows that,<b>Nvidia's stock price has 77% upside potential.</b></p><p>Of the 44 analysts surveyed by Seeking Alpha, 27 gave them a \"strong buy\" rating. Eight other companies marked it as a \"buy\". Meanwhile, only one analyst listed Nvidia as \"sell,\" while eight other analysts listed it as \"hold.\"<img src=\"https://static.tigerbbs.com/7095d79d9ef83e42e91f4456852ad50b\" tg-width=\"827\" tg-height=\"214\" referrerpolicy=\"no-referrer\"/>The article concludes by pouring cold water on investors who are optimistic about Nvidia.<b>If market risk appetite continues to decline, coupled with the latest earnings report disappointing the market, the stock's $165 support level could be broken, and it could fall further towards $150 or even slide further near the low of May 2021.</b></p><p></body></html></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>Financial Report Preview | Whether Nvidia can make a triumphant comeback depends on the Q1 earnings report!</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\">\nFinancial Report Preview | Whether Nvidia can make a triumphant comeback depends on the Q1 earnings report!\n</h2>\n<h4 class=\"meta\">\n<a class=\"head\" href=\"https://laohu8.com/wemedia/102\">\n\n<div class=\"h-thumb\" style=\"background-image:url(https://static.tigerbbs.com/8274c5b9d4c2852bfb1c4d6ce16c68ba);background-size:cover;\"></div>\n\n<div class=\"h-content\">\n<p class=\"h-name\">老虎资讯综合 </p>\n<p class=\"h-time smaller\">2022-05-23 18:29</p>\n</div>\n</a>\n</h4>\n</header>\n<article>\n<p><html><head></head><body><a href=\"https://laohu8.com/S/NVDA\">NVIDIA</a>The company plans to release its Q1 results for fiscal year 2023, ending April 30, after the U.S. stock market closes on May 25, Eastern Time.<img src=\"https://static.tigerbbs.com/0bcf0217d1952bf8213351c45058c163\" tg-width=\"1800\" tg-height=\"1430\" width=\"100%\" height=\"auto\"/>In the previous quarterly financial report,<b>Nvidia forecasts this quarter (</b>FY2023 Q1<b>Revenue was $8.10 billion (up or down 2%), exceeding the expected $7.22 billion; The estimated adjusted gross profit margin for the first quarter is 67.0% (fluctuation 0.5%). Adjusted operating expenses are expected to be $1.6 billion, higher than the forecast of $1.46 billion.</b></p><p>The market generally expects the company to report total revenue of $8.09 billion and earnings per share (EPS) of $1.29 in Q1, compared to total revenue of $5.66 billion and earnings per share of $0.92 in the same period last year.<b>Historically, Nvidia's total revenue and EPS have exceeded market expectations for 12 consecutive quarters.</b><img src=\"https://static.tigerbbs.com/72b8471534ea7cbf42bf3e0014e3a9ad\" tg-width=\"1524\" tg-height=\"593\" referrerpolicy=\"no-referrer\"/></p><p><img src=\"https://static.tigerbbs.com/b4501b7b3af70f7391780ecbb8d2a4be\" tg-width=\"1507\" tg-height=\"591\" referrerpolicy=\"no-referrer\"/><b>With its market capitalization halved, can Nvidia \"buy at the bottom\"?</b></p><p>Nvidia hit an all-time high of $346.47 last November, sparked by strong demand and a global chip shortage. Since then, concerns about an economic slowdown and the outlook for rate hike have weighed on the stock price, which is now down nearly 50% from its all-time high reached at the end of last year, and 40% this year alone.<img src=\"https://static.tigerbbs.com/497d3d251c9e30cdcc2f07e12a9e32f4\" tg-width=\"840\" tg-height=\"470\" referrerpolicy=\"no-referrer\"/><b>From</b><b><b>From a valuation perspective, it is gradually becoming</b></b></p><p>In terms of valuation, Nvidia still has a \"best-in-class\" premium over its relatively smaller competitors. In terms of expected P/E, Nvidia's figure remains at 30x. In comparison, its competitor AMD expects P/E at 22x, while other competitors also expect P/E to be relatively low.<a href=\"https://laohu8.com/S/TXN\">Texas Instruments</a>is 19x,<a href=\"https://laohu8.com/S/INTC\">Intel</a>is 12x,<a href=\"https://laohu8.com/S/QCOM\">Qualcomm</a>is 10x,<a href=\"https://laohu8.com/S/MU\">Micron Technology</a>It is 6x.</p><p>Currently, Nvidia's one-year stock valuation is significantly lower than the average, placing it at its lowest level in the one-year period. Some analysts believe this indicates that<span style=\"color:rgba(236,31,15,1);\"><b>If the latest earnings and guidance meet or even exceed market expectations, it would be an excellent opportunity for long-term investors to buy the company's stock at a reasonable valuation.</b></span><img src=\"https://static.tigerbbs.com/207b753f81610ea29fae2accce1ef43d\" tg-width=\"443\" tg-height=\"316\" referrerpolicy=\"no-referrer\"/><b>Wall Street is bullish, is Q1 secure?</b></p><p>Market expectations for Nvidia's first fiscal quarter remain high, with analysts expecting revenue and profit to grow by more than 40% year-on-year. However, the global chip shortage may affect Nvidia, as it is an upstream Fab (chip designer) and heavily reliant on the production capacity of wafer foundries. Last month, Nvidia indicated that it was increasing its efforts to replenish its inventory of graphics processing products (GPU products), suggesting that the worst of the company's chip shortage may be over.</p><p>Some analysts pointed out that while this is a good sign of sales growth, the average selling price (ASP) of the company's products may decrease due to declining demand, which could harm the company's profit margin figures, which have consistently amazed the market in the past. Analysts generally say,<b>We will closely monitor any signals from the latest quarterly earnings report regarding changes in the chip supply and demand balance.</b></p><p><b>According to Oppenheimer, Nvidia's first-quarter earnings report may be better than expected due to strong demand, with its data center business expected to grow by 75% year-over-year.</b></p><p>Oppenheimer analysts predict that,<span style=\"color:rgba(235,34,19,1);\">First-quarter earnings per share and sales will exceed Wall Street expectations of $1.30 and $8.1 billion, respectively.</span>The company expects,<span style=\"color:rgba(242,34,18,1);\">Earnings per share and sales for the second fiscal quarter will exceed market consensus expectations of $1.36 and $8.4 billion, respectively.</span></p><p>Oppenheimer stated that supply chain constraints should ease in the second half of this year, which is expected to drive up performance. “Our long-term argument remains unchanged, as Nvidia’s core leading gaming and AI strengths will remain poised for massive structural growth,” the analyst said. “We remain bullish on Nvidia in the long term.”</p><p>Oppenheimer lowered his price target for Nvidia from $350 to $300, while reiterating its outperform rating. The new target price shows that,<b>Nvidia's stock price has 77% upside potential.</b></p><p>Of the 44 analysts surveyed by Seeking Alpha, 27 gave them a \"strong buy\" rating. Eight other companies marked it as a \"buy\". Meanwhile, only one analyst listed Nvidia as \"sell,\" while eight other analysts listed it as \"hold.\"<img src=\"https://static.tigerbbs.com/7095d79d9ef83e42e91f4456852ad50b\" tg-width=\"827\" tg-height=\"214\" referrerpolicy=\"no-referrer\"/>The article concludes by pouring cold water on investors who are optimistic about Nvidia.<b>If market risk appetite continues to decline, coupled with the latest earnings report disappointing the market, the stock's $165 support level could be broken, and it could fall further towards $150 or even slide further near the low of May 2021.</b></p><p></body></html></p>\n</article>\n</div>\n</body>\n</html>\n","type":0,"thumbnail":"https://static.tigerbbs.com/92a41d20711c9fa4b2aa3cc62ea62948","relate_stocks":{"NVDA":"英伟达"},"source_url":"","is_english":false,"share_image_url":"https://static.laohu8.com/e9f99090a1c2ed51c021029395664489","article_id":"2237286827","content_text":"英伟达计划于美东时间5月25日美股收盘后公布截至4月30日的2023财年Q1业绩。在上一季度财报中，英伟达预估本季度（2023财年Q1）营收为81.0亿美元（上下波动2%），高于预期72.2亿美元；预估第一季度调整后的毛利率为67.0%（上下波动0.5%）；预计调整后的运营支出为16.0亿美元，高于预期值14.6亿美元。目前市场普遍预计，该公司Q1总营收为80.9亿美元，每股收益(EPS)为1.29美元，相比之下，上年同期总营收为56.6亿美元，每股收益为0.92美元。从历史数据来看，英伟达总营收与EPS已连续12个季度超出市场预期。市值腰斩，英伟达能“抄底”吗？英伟达去年11月曾触及346.47美元的历史高位，因需求旺盛和全球芯片短缺引发市场对该股的兴趣。自那以来，对经济放缓和加息前景的担忧一直令股价承压，与去年年底创下的历史高点相比，目前该股已下跌近50%，仅今年以来就下跌了40%。从估值看，逐渐合理估值方面，英伟达仍比规模相对其较小的竞争对手拥有“同类最佳”溢价。从预期市盈率来看，英伟达该项数值仍为30x，相比之下，其竞争对手AMD为22x预期市盈率，其他竞争对手预期市盈率同样相对较低，德州仪器为19x、英特尔为12x、高通为10x，美光科技为6x。目前，英伟达股票1年期估值已明显低于均值水平，处于1年期的最低水平区域。有分析人士认为，这表明，如果最新业绩和业绩指引能够持平甚至超过市场预期，那么这将是长期投资者以合理估值买入该公司股票的绝佳时机。华尔街看多，Q1稳了？市场对英伟达第一财季的预期仍然较高，分析师们预计营收和利润将同比增长40%以上，但是，全球芯片短缺可能将波及英伟达，毕竟英伟达属于上游Fab(芯片设计商)，非常依赖晶圆代工厂的产能。在上个月，英伟达曾指出，其正在加大力度补充图形处理产品(GPU产品)库存，暗示该公司芯片短缺最严重的时期可能已经过去。有分析师指出，虽然这是销售额增长的好兆头，但公司旗下产品的平均销售价格(ASP)可能因需求有所下滑而降低，并可能损害该公司过去持续令市场惊艳的利润率数值。分析师普遍表示，将密切关注最新季度业绩报告中有关任何芯片供需平衡发生变化的信号。机构奥本海默表示，由于需求强劲，英伟达第一季度财报可能好于预期，其数据中心业务预计同比增长75%。奥本海默分析师预计，第一财季每股收益和销售额将分别超过华尔街预期的1.30美元和81亿美元。该公司预计，第二财季每股收益和销售额将分别超过市场普遍预期的 1.36 美元和 84 亿美元。奥本海默表示，供应链限制应该会在今年下半年缓解，预计这将推动业绩上行。“我们的长期论点保持不变，因为英伟达的核心领先的游戏和 AI 优势仍将为超大的结构性增长做好准备，“分析师表示。” 我们仍长期看多英伟达。“奥本海默将英伟达的目标价从 350 美元下调至 300 美元，同时重申其表现优于大盘的评级。新的目标价显示，英伟达的股价有 77%的上行空间。在Seeking Alpha调查的44位分析师中，有27位给出了“强烈买入”的评级。另有8家公司将其标记为“购买”。与此同时，只有一名分析师将英伟达列为“卖出”，另有八名分析师将其列为“持有”。文末，在给看好英伟达的投资者“泼盆冷水”，如果市场风险偏好继续下行，加上最新财报令市场感到失望，可能导致该股165美元支撑水平被打破，并有可能进一步跌向150美元甚至有可能进一步滑向2021年5月低点附近。","news_type":1,"symbols_score_info":{"NVDA":1}},"isVote":1,"tweetType":1,"viewCount":5147,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"EN","totalScore":0},{"id":9026991736,"gmtCreate":1653310153325,"gmtModify":1676535257559,"author":{"id":"4090282032864880","authorId":"4090282032864880","name":"pkl","avatar":"https://static.tigerbbs.com/1e774fafbe3985365e6e79f4f083da4a","crmLevel":11,"crmLevelSwitch":0,"followedFlag":false,"idStr":"4090282032864880","authorIdStr":"4090282032864880"},"themes":[],"title":"","htmlText":"👍👍👍","listText":"👍👍👍","text":"👍👍👍","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":0,"commentSize":0,"repostSize":0,"link":"https://ttm.financial/post/9026991736","repostId":"1101749478","repostType":4,"repost":{"id":"1101749478","kind":"news","pubTimestamp":1653304230,"share":"https://ttm.financial/m/news/1101749478?lang=en_US&edition=fundamental","pubTime":"2022-05-23 19:10","market":"sh","language":"zh","title":"How much impact will a comprehensive reduction in mortgage rates have on the capital market and residents?","url":"https://stock-news.laohu8.com/highlight/detail?id=1101749478","media":"星图金融研究院","summary":"在刚刚对新增的首套房贷利率下限下调了20个基点后，存量房贷也迎来重大利好。5月20日，央行公布LPR报价，一年期LPR维持不变仍为3.7%。但对于房贷人群影响重大的5年期以上LPR，从4.6%大幅下调","content":"<p><html><head></head><body>Following the recent 20 basis point reduction in the lower limit for newly added first-time home mortgage rates, existing mortgage loans have also received significant benefits. On May 20, the People's Bank of China released its LPR quote, leaving the one-year LPR unchanged at 3.7%. However, the LPR for terms of 5 years or more, which has a significant impact on mortgage borrowers, was significantly reduced by 15 basis points from 4.6% to 4.45%, far exceeding market expectations.</p><p>The real estate market is a matter of people's livelihood, and every policy related to real estate, whether one owns a house or not, is closely related to it. Despite the impact of the pandemic, numerous stimulus policies have been implemented, but those related to real estate have always easily made headlines.</p><p>Since the beginning of this year, hundreds of cities and prefectures have introduced various measures, including but not limited to adjusting purchase restrictions, reducing down payment ratios, issuing housing subsidies, modifying resale restriction policies, encouraging families with multiple children to buy homes, and providing financial support to real estate companies. The policy support is undeniably strong, but judging from real estate sales data, the effect is clearly very limited.</p><p>With the increasing emphasis on \"housing is for living in, not for speculation,\" why are various regions relaxing their real estate markets and the central bank also introducing a major policy of \"lowering interest rates\"? What impact will this have on the stock market, real estate market, and individuals?</p><p><b>Why are interest rates for both new and existing mortgage loans being reduced?</b></p><p>After the Politburo meeting in April reiterated the economic goal of \"stabilizing growth\" this year, how to achieve \"stabilizing growth\" has become a concern for the market.</p><p>Looking at the three drivers of investment, consumption, and net exports, although consumption accounts for the largest share, residents' expectations have weakened, and coupled with the impact of the pandemic, it is difficult to boost them. In April, total retail sales of consumer goods fell by 11.1% year-on-year. On the net export side, policies in Europe and the United States are gradually tightening, and the University of Michigan Consumer Confidence Index, which represents US consumer expectations, has fallen to its lowest level in more than 10 years, making it difficult for external demand to continue to grow. In terms of investment, among the three investments in infrastructure, real estate, and manufacturing, manufacturing investment accounts for a small proportion and is affected by the current pandemic. Therefore, infrastructure and real estate have become important tools for \"stabilizing growth\".<b>To \"stabilize growth,\" under the current economic situation, it is necessary to stabilize the real estate market and focus on infrastructure construction, which are precisely the main themes of the capital market in the first quarter.</b></p><p>The real estate sector has become a weak link in the current \"stabilizing growth\" strategy. Faced with the weakness of the real estate industry, although local governments across the country have begun to relax real estate policies since April this year, boosting real estate sales by reducing down payment ratios, providing housing subsidies, and lifting resale restrictions. However, facts show that small-scale regional stimulus policies are unlikely to boost real estate market expectations. Meanwhile, the recent pandemic has further increased the difficulty of recovering real estate sales, requiring further efforts from nationwide stimulus policies to break the continuous negative feedback from the market. Given that the real estate sector contributes nearly 20% to GDP, it is essential to appropriately reduce mortgage interest rates for new housing demand, reverse residents' housing expectations, and thus achieve the goal of \"stabilizing growth\".</p><p><img src=\"https://static.tigerbbs.com/2f4d06202d676cd782a5289d856ebe25\" tg-width=\"803\" tg-height=\"552\" referrerpolicy=\"no-referrer\"/></p><p>For the real estate industry, alleviating the pressure of abandoning financing also requires policy support. The frequent defaults on bonds issued by private real estate companies have put enormous pressure on financial stability. Although policies have continuously released positive news about private enterprise financing this year, the \"ghost stories\" of real estate companies have terrified the capital market, and the path for real estate companies to refinance has been almost frozen. By adjusting mortgage interest rates and guiding residents to purchase homes to increase real estate companies' sales revenue, it can greatly improve real estate companies' cash flow and further enhance their financing capabilities.</p><p><img src=\"https://static.tigerbbs.com/94bae5d1a285d153a82286faa69bea6c\" tg-width=\"803\" tg-height=\"578\" referrerpolicy=\"no-referrer\"/></p><p>If these are all \"slow factors,\" then the precipitous drop in social financing data in April is the button to trigger a nationwide real estate stimulus policy. According to the social financing data released by the People's Bank of China on May 13, new credit was halved year-on-year. In particular, housing loans to residents decreased by 60.5 billion yuan in April, a decrease of 402.2 billion yuan year-on-year, contributing nearly half of the year-on-year decline in credit. This indicates that residents are not only unwilling to buy houses, but would even rather pay off their mortgages than take out new loans. The trending topic of \"feeling relieved when paying off a mortgage\" has, to some extent, proven the current psychological expectations and state of people with mortgages. If the current expectation that residents will continue to reduce leverage cannot be reversed, then real estate sales data may deteriorate further, which will undoubtedly pose a great challenge to \"stabilizing economic growth\".</p><p><img src=\"https://static.tigerbbs.com/34a94cc6e2c31bd183ae74e4256e4c9f\" tg-width=\"814\" tg-height=\"341\" referrerpolicy=\"no-referrer\"/></p><p>Therefore, after releasing social financing data on May 13, the People's Bank of China quickly introduced the first national real estate stimulus policy of the year on May 15, namely lowering the lower limit of mortgage interest rates for first-time homebuyers. This is a real preferential policy for those with genuine housing needs but no housing. Without considering other constraints, it can indeed stimulate purchasing demand from those with genuine housing needs. Of course, in real life, mortgage rates are not the core contradiction constraining consumers' home purchases, nor are they the primary consideration in consumers' home-buying decisions. Lowering mortgage rates has limited effect on reversing expectations. However, this at least represents the regulator's attitude of protecting the current real estate market, which is of great significance for real estate financial policies at the national level.</p><p>After adjusting the lower limit of mortgage interest rates for first-time homebuyers, the market generally expects that the 5-year LPR will not be further adjusted on May 20, the date of the LPR quote announcement. After all, the impact of the previous policy has not yet materialized, and the current monetary policy is still under internal and external pressure from the inverted interest rate differential between China and the United States and domestic inflation. Therefore, the market generally expects that the central bank will not further lower the LPR quote. However, this is precisely why the 15 basis point reduction in the 5-year LPR far exceeded market expectations, and is also the largest drop since the LPR reform.</p><p>However, given the current market and economic situation, lowering the 5-year LPR is necessary. One aspect lies in policy strength. As mentioned earlier, the policy of \"lowering the lower limit of mortgage loan interest rates for first-time homebuyers\" on May 13 had far greater signal significance than substantive significance. It was more out of the necessity of resolving real estate risks, implementing the Politburo's easing signal, offsetting the \"bad news\" of sluggish financial data, and boosting market expectations. However, the market is generally not optimistic about boosting real estate sales. After all, a truly capable first-time homebuyer will not decide to buy or not buy just because mortgage interest rates decrease or increase by 0.2%. Since the effectiveness of policies is limited, in order to stabilize the real estate market and economic growth, stronger policies are inevitably needed to further reverse expectations.</p><p>Secondly, compared to the incremental real estate market, the existing mortgage market is larger and the policy leverage is stronger. Following the May 3 policy, many people reported online that their incomes have decreased significantly due to the impact of the pandemic, and they also need to lower interest rates to alleviate residents' loan repayment pressure. The increasing number of people defaulting on their mortgages and the substantial increase in the number of foreclosed properties following the pandemic all indicate, to some extent, the financial pressure on current borrowers. At the same time, alleviating the pressure on residents' interest expenses by lowering the 5-year LPR can also stimulate residents' consumption to some extent, which is also an inherent meaning of stabilizing growth.</p><p><b>What will be the subsequent impact?</b></p><p>First, let's talk about the impact on the capital market. Whether it's lowering the minimum interest rate for first-time homebuyers by 20 basis points or lowering the 5-year LPR by 15 basis points, these are rare major national real estate stimulus policies since 2016. They have a huge signal and will inevitably cause a huge wave of speculation in the capital market. Following the policy release on May 13, the Wind Real Estate Index surged 4.37%, and opened 4.3% higher on a narrow trading day. However, the capital market has always valued expectations and is most afraid of a \"final decision\". Following the release of the LPR on May 20, the real estate index fell by 1.2% instead of rising. For listed real estate companies, policy objectives may have reached a turning point, but for those that have already collapsed or are about to collapse, whether they can persevere to the end remains to be seen. Therefore, there is indeed value in the current speculation by listed real estate companies, but the long-term investment value remains a big question mark. After all, policy is not a panacea, and it is powerless for terminally ill patients.</p><p>Secondly, there is the impact on the real estate sales market. Currently, real estate sales have experienced negative year-on-year growth for 10 consecutive months since July last year, and the decline has continued to increase recently due to the impact of the pandemic. According to CRIC statistics, in April 2022, more than 90% of the top 50 real estate companies saw a year-on-year decline in monthly total sales, with the year-on-year decline generally exceeding 30%. If we take into account the recovery of disruptive factors from the pandemic after May, real estate sales data is highly likely to continue to recover in the second half of this year. Meanwhile, based on historical experience in real estate regulation, the improvement in sales data will lag behind the decline in mortgage rates by about six months. However, considering the impact of the pandemic on sales and the normalization of offline consumption activities, the improvement in real estate sales may still take a considerable amount of time.</p><p>Finally, there is the impact on newly purchased homes and those currently paying off loans. First, for first-time homebuyers, according to the policies after May 13 and May 20, the interest rate for first-time homebuyers can be as low as 4.25%, and the interest rate for second-time homebuyers can be as low as 5.05%. For those with genuine housing needs, this should be a very attractive interest rate. As for the questions that many people are concerned about, such as \"Should we get on board now or wait and see?\", no one can buy at an absolute low. For those with genuine housing needs, the room for further LPR reductions in the short term is very small, and the room for mortgage interest rates to decline is limited, making it a relatively good time. Of course, opinions vary when it comes to buying a house, and there is no absolute correct answer; it is more about personal needs.</p><p>Another group that is significantly affected is people who are currently making loan repayments. Generally speaking, banks use the 5-year LPR as the benchmark, with a certain markup, and agree on the interest rate with homebuyers in the contract, which is adjusted annually. If the interest rate adjustment date is after May 20, the adjusted interest rate will be 0.15% lower than before the adjustment. As for many companies that agree to adjust their interest rates on January 1st each year, they will have to wait until next year to enjoy the preferential interest rates. According to estimates, if a loan of 500,000 yuan is taken out and repaid over 30 years in equal principal and interest installments, the interest expense can be reduced by approximately 16,000 yuan.</p><p></body></html></p>","source":"lsy1653304243615","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>How much impact will a comprehensive reduction in mortgage rates have on the capital market and residents?</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\">\nHow much impact will a comprehensive reduction in mortgage rates have on the capital market and residents?\n</h2>\n<h4 class=\"meta\">\n<p class=\"head\">\n<strong class=\"h-name small\">星图金融研究院</strong><span class=\"h-time small\">2022-05-23 19:10</span>\n</p>\n</h4>\n</header>\n<article>\n<p><html><head></head><body>Following the recent 20 basis point reduction in the lower limit for newly added first-time home mortgage rates, existing mortgage loans have also received significant benefits. On May 20, the People's Bank of China released its LPR quote, leaving the one-year LPR unchanged at 3.7%. However, the LPR for terms of 5 years or more, which has a significant impact on mortgage borrowers, was significantly reduced by 15 basis points from 4.6% to 4.45%, far exceeding market expectations.</p><p>The real estate market is a matter of people's livelihood, and every policy related to real estate, whether one owns a house or not, is closely related to it. Despite the impact of the pandemic, numerous stimulus policies have been implemented, but those related to real estate have always easily made headlines.</p><p>Since the beginning of this year, hundreds of cities and prefectures have introduced various measures, including but not limited to adjusting purchase restrictions, reducing down payment ratios, issuing housing subsidies, modifying resale restriction policies, encouraging families with multiple children to buy homes, and providing financial support to real estate companies. The policy support is undeniably strong, but judging from real estate sales data, the effect is clearly very limited.</p><p>With the increasing emphasis on \"housing is for living in, not for speculation,\" why are various regions relaxing their real estate markets and the central bank also introducing a major policy of \"lowering interest rates\"? What impact will this have on the stock market, real estate market, and individuals?</p><p><b>Why are interest rates for both new and existing mortgage loans being reduced?</b></p><p>After the Politburo meeting in April reiterated the economic goal of \"stabilizing growth\" this year, how to achieve \"stabilizing growth\" has become a concern for the market.</p><p>Looking at the three drivers of investment, consumption, and net exports, although consumption accounts for the largest share, residents' expectations have weakened, and coupled with the impact of the pandemic, it is difficult to boost them. In April, total retail sales of consumer goods fell by 11.1% year-on-year. On the net export side, policies in Europe and the United States are gradually tightening, and the University of Michigan Consumer Confidence Index, which represents US consumer expectations, has fallen to its lowest level in more than 10 years, making it difficult for external demand to continue to grow. In terms of investment, among the three investments in infrastructure, real estate, and manufacturing, manufacturing investment accounts for a small proportion and is affected by the current pandemic. Therefore, infrastructure and real estate have become important tools for \"stabilizing growth\".<b>To \"stabilize growth,\" under the current economic situation, it is necessary to stabilize the real estate market and focus on infrastructure construction, which are precisely the main themes of the capital market in the first quarter.</b></p><p>The real estate sector has become a weak link in the current \"stabilizing growth\" strategy. Faced with the weakness of the real estate industry, although local governments across the country have begun to relax real estate policies since April this year, boosting real estate sales by reducing down payment ratios, providing housing subsidies, and lifting resale restrictions. However, facts show that small-scale regional stimulus policies are unlikely to boost real estate market expectations. Meanwhile, the recent pandemic has further increased the difficulty of recovering real estate sales, requiring further efforts from nationwide stimulus policies to break the continuous negative feedback from the market. Given that the real estate sector contributes nearly 20% to GDP, it is essential to appropriately reduce mortgage interest rates for new housing demand, reverse residents' housing expectations, and thus achieve the goal of \"stabilizing growth\".</p><p><img src=\"https://static.tigerbbs.com/2f4d06202d676cd782a5289d856ebe25\" tg-width=\"803\" tg-height=\"552\" referrerpolicy=\"no-referrer\"/></p><p>For the real estate industry, alleviating the pressure of abandoning financing also requires policy support. The frequent defaults on bonds issued by private real estate companies have put enormous pressure on financial stability. Although policies have continuously released positive news about private enterprise financing this year, the \"ghost stories\" of real estate companies have terrified the capital market, and the path for real estate companies to refinance has been almost frozen. By adjusting mortgage interest rates and guiding residents to purchase homes to increase real estate companies' sales revenue, it can greatly improve real estate companies' cash flow and further enhance their financing capabilities.</p><p><img src=\"https://static.tigerbbs.com/94bae5d1a285d153a82286faa69bea6c\" tg-width=\"803\" tg-height=\"578\" referrerpolicy=\"no-referrer\"/></p><p>If these are all \"slow factors,\" then the precipitous drop in social financing data in April is the button to trigger a nationwide real estate stimulus policy. According to the social financing data released by the People's Bank of China on May 13, new credit was halved year-on-year. In particular, housing loans to residents decreased by 60.5 billion yuan in April, a decrease of 402.2 billion yuan year-on-year, contributing nearly half of the year-on-year decline in credit. This indicates that residents are not only unwilling to buy houses, but would even rather pay off their mortgages than take out new loans. The trending topic of \"feeling relieved when paying off a mortgage\" has, to some extent, proven the current psychological expectations and state of people with mortgages. If the current expectation that residents will continue to reduce leverage cannot be reversed, then real estate sales data may deteriorate further, which will undoubtedly pose a great challenge to \"stabilizing economic growth\".</p><p><img src=\"https://static.tigerbbs.com/34a94cc6e2c31bd183ae74e4256e4c9f\" tg-width=\"814\" tg-height=\"341\" referrerpolicy=\"no-referrer\"/></p><p>Therefore, after releasing social financing data on May 13, the People's Bank of China quickly introduced the first national real estate stimulus policy of the year on May 15, namely lowering the lower limit of mortgage interest rates for first-time homebuyers. This is a real preferential policy for those with genuine housing needs but no housing. Without considering other constraints, it can indeed stimulate purchasing demand from those with genuine housing needs. Of course, in real life, mortgage rates are not the core contradiction constraining consumers' home purchases, nor are they the primary consideration in consumers' home-buying decisions. Lowering mortgage rates has limited effect on reversing expectations. However, this at least represents the regulator's attitude of protecting the current real estate market, which is of great significance for real estate financial policies at the national level.</p><p>After adjusting the lower limit of mortgage interest rates for first-time homebuyers, the market generally expects that the 5-year LPR will not be further adjusted on May 20, the date of the LPR quote announcement. After all, the impact of the previous policy has not yet materialized, and the current monetary policy is still under internal and external pressure from the inverted interest rate differential between China and the United States and domestic inflation. Therefore, the market generally expects that the central bank will not further lower the LPR quote. However, this is precisely why the 15 basis point reduction in the 5-year LPR far exceeded market expectations, and is also the largest drop since the LPR reform.</p><p>However, given the current market and economic situation, lowering the 5-year LPR is necessary. One aspect lies in policy strength. As mentioned earlier, the policy of \"lowering the lower limit of mortgage loan interest rates for first-time homebuyers\" on May 13 had far greater signal significance than substantive significance. It was more out of the necessity of resolving real estate risks, implementing the Politburo's easing signal, offsetting the \"bad news\" of sluggish financial data, and boosting market expectations. However, the market is generally not optimistic about boosting real estate sales. After all, a truly capable first-time homebuyer will not decide to buy or not buy just because mortgage interest rates decrease or increase by 0.2%. Since the effectiveness of policies is limited, in order to stabilize the real estate market and economic growth, stronger policies are inevitably needed to further reverse expectations.</p><p>Secondly, compared to the incremental real estate market, the existing mortgage market is larger and the policy leverage is stronger. Following the May 3 policy, many people reported online that their incomes have decreased significantly due to the impact of the pandemic, and they also need to lower interest rates to alleviate residents' loan repayment pressure. The increasing number of people defaulting on their mortgages and the substantial increase in the number of foreclosed properties following the pandemic all indicate, to some extent, the financial pressure on current borrowers. At the same time, alleviating the pressure on residents' interest expenses by lowering the 5-year LPR can also stimulate residents' consumption to some extent, which is also an inherent meaning of stabilizing growth.</p><p><b>What will be the subsequent impact?</b></p><p>First, let's talk about the impact on the capital market. Whether it's lowering the minimum interest rate for first-time homebuyers by 20 basis points or lowering the 5-year LPR by 15 basis points, these are rare major national real estate stimulus policies since 2016. They have a huge signal and will inevitably cause a huge wave of speculation in the capital market. Following the policy release on May 13, the Wind Real Estate Index surged 4.37%, and opened 4.3% higher on a narrow trading day. However, the capital market has always valued expectations and is most afraid of a \"final decision\". Following the release of the LPR on May 20, the real estate index fell by 1.2% instead of rising. For listed real estate companies, policy objectives may have reached a turning point, but for those that have already collapsed or are about to collapse, whether they can persevere to the end remains to be seen. Therefore, there is indeed value in the current speculation by listed real estate companies, but the long-term investment value remains a big question mark. After all, policy is not a panacea, and it is powerless for terminally ill patients.</p><p>Secondly, there is the impact on the real estate sales market. Currently, real estate sales have experienced negative year-on-year growth for 10 consecutive months since July last year, and the decline has continued to increase recently due to the impact of the pandemic. According to CRIC statistics, in April 2022, more than 90% of the top 50 real estate companies saw a year-on-year decline in monthly total sales, with the year-on-year decline generally exceeding 30%. If we take into account the recovery of disruptive factors from the pandemic after May, real estate sales data is highly likely to continue to recover in the second half of this year. Meanwhile, based on historical experience in real estate regulation, the improvement in sales data will lag behind the decline in mortgage rates by about six months. However, considering the impact of the pandemic on sales and the normalization of offline consumption activities, the improvement in real estate sales may still take a considerable amount of time.</p><p>Finally, there is the impact on newly purchased homes and those currently paying off loans. First, for first-time homebuyers, according to the policies after May 13 and May 20, the interest rate for first-time homebuyers can be as low as 4.25%, and the interest rate for second-time homebuyers can be as low as 5.05%. For those with genuine housing needs, this should be a very attractive interest rate. As for the questions that many people are concerned about, such as \"Should we get on board now or wait and see?\", no one can buy at an absolute low. For those with genuine housing needs, the room for further LPR reductions in the short term is very small, and the room for mortgage interest rates to decline is limited, making it a relatively good time. Of course, opinions vary when it comes to buying a house, and there is no absolute correct answer; it is more about personal needs.</p><p>Another group that is significantly affected is people who are currently making loan repayments. Generally speaking, banks use the 5-year LPR as the benchmark, with a certain markup, and agree on the interest rate with homebuyers in the contract, which is adjusted annually. If the interest rate adjustment date is after May 20, the adjusted interest rate will be 0.15% lower than before the adjustment. As for many companies that agree to adjust their interest rates on January 1st each year, they will have to wait until next year to enjoy the preferential interest rates. According to estimates, if a loan of 500,000 yuan is taken out and repaid over 30 years in equal principal and interest installments, the interest expense can be reduced by approximately 16,000 yuan.</p><p></body></html></p>\n<div class=\"bt-text\">\n\n\n<p> source：<a href=\"https://mp.weixin.qq.com/s/ytImsNQymGtnI0HjrLsPcA\">星图金融研究院</a></p>\n\n\n</div>\n</article>\n</div>\n</body>\n</html>\n","type":0,"thumbnail":"https://static.tigerbbs.com/c3c5822c22b6cfd1d0ae2625b7bc085e","relate_stocks":{},"source_url":"https://mp.weixin.qq.com/s/ytImsNQymGtnI0HjrLsPcA","is_english":false,"share_image_url":"https://static.laohu8.com/e9f99090a1c2ed51c021029395664489","article_id":"1101749478","content_text":"在刚刚对新增的首套房贷利率下限下调了20个基点后，存量房贷也迎来重大利好。5月20日，央行公布LPR报价，一年期LPR维持不变仍为3.7%。但对于房贷人群影响重大的5年期以上LPR，从4.6%大幅下调15个基点至4.45%，大超市场预期。房地产市场事关民生，无论是有房的还是没房的，都非常关房地产的每一项政策。疫情冲击之下，刺激政策繁多，但事关房地产的政策总是能够轻而易举地冲上热搜头条。今年以来，有上百个地市出台了各种包括但不限于调整限购政策、降低首付比例、发放购房补贴、限售政策修改、鼓励多孩家庭购房、为房企提供资金支持等方面。政策力度不可谓不大，但从房地产销售数据来看，效果显然十分有限。在不断强调“房住不炒”的当下，为何各地纷纷放松楼市，央行也出了“下调利率”这一重磅政策？后续对于股市、房地产市场以及个人来说，又有何影响呢？为何要对新增及存量房贷利率双降？在4月政治局会议再次强调确认今年“稳增长”的经济目标后，怎样才能做到“稳增长”成为市场担忧的问题。分别从投资、消费、净出口这三驾马车来看，消费虽然占比最大，但居民预期转弱，再叠加疫情的影响，难以提振，4月社会消费品零售总额更是同比下降11.1%。净出口方面，欧美等国家政策逐渐收缩，代表美国消费预期密歇根大学消费者信心指数降至10年多来最低水平，外需也同样难以继续增长。而投资方面，在基建、房地产、制造业投资三项中，制造业投资占比小且受当前疫情影响，基建与房地产就成为“稳增长”的重要抓手。要想“稳增长”，在当前的经济形势下，就必须要稳住房地产，发力基建，而这二者，也恰恰是一季度资本市场的主线行情。房地产已经成了当前“稳增长”的短板，面对地产行业的弱势，虽然从今年4月以来，各地的地方政府已纷纷开始放松地产政策，通过降低首付比例、提供购房补贴、取消限售等政策来提振地产销售。但事实表明，区域性小幅度的刺激政策难以提振房地产市场预期。同时，近期的疫情又进一步加大房地产销售修复的难度，需要全国性的刺激政策进一步发力来打破市场不断的负反馈。以房地产上下游贡献近20%的GDP来看，适当地降低新增购房需求的房贷利率，扭转居民购房预期，从而实现“稳增长”的目标，十分有必要。而对于房地产行业而言，缓解放弃融资压力也同样需要政策支持。民营房企债券的纷纷暴雷，给金融稳定带来了极大的压力。虽然今年以来政策不断释放民企融资的利好消息，但房企的“鬼故事”已经吓坏了资本市场，房企再融资的路径几乎冰封。通过调整房贷利率，引导居民购房增长房企销售收入，能够很好地改善房企的现金流，更进一步也有利于房企融资能力的改善。如果说这些都是“慢因素”，那四月社融数据的断崖式下跌，则是触发全国意义上的地产刺激政策的按键。根据央行在5月13日公布的4月社融数据，新增信贷同比“腰斩”，尤其是4月居民部门住房贷款减少了605亿元，同比少增4022亿元，贡献近半的信贷同比降幅。这表明，居民不仅不愿意买房子了，甚至宁愿还掉房贷，也不愿意新增贷款。冲上热搜的“还房贷觉得一身轻松”一定程度上已经证明了当前房贷人群的心理预期和状态。如果不能扭转当前这种居民不断降杠杆的预期，那么房地产销售数据可能会进一步恶化，这对于经济的“稳增长”而言，毫无疑问是极大的挑战。因此，在5月13日公布社融数据后，央行很快的就在5月15日出台了今年首个全国意义的上的房地产刺激政策，即降低首套住房按揭贷款利率下限，这对于刚需无房者而言，是一个确确实实的优惠政策。在不考虑其他约束条件下，也确实能够刺激刚需的购买需求。当然，在现实生活中，房贷利率并非约束消费者购房的核心矛盾，也非消费者购房决策的首要考虑因素，下调房贷利率对扭转预期的作用有限。但这最起码代表了监管对当前房地产市场呵护的态度，对于全国层面对房地产金融政策来说，意义重大。在调整了首套住房按揭贷款利率下限，市场其实普遍预期在5月20日的LPR报价公布日，5年期LPR不会做进一步调整，毕竟前一个政策的影响尚未显现，而且当前货币政策还受到中美利差倒挂与国内通胀的内外部压力，因此市场普遍预计央行不会进一步的下调LPR的报价。不过也正是因此，本次5年期LPR15个基点的下调幅度大超市场预期，同时也是LPR改革后最大降幅。不过如果从当前市场与经济的情况看，5年期LPR的调降又有必要性。其一在于政策力度，如前所述，5月13日“降低首套住房按揭贷款利率下限”的政策，信号意义要远大于实质意义，更多的是出于化解房地产风险的必要性、落实政治局宽松信号、对冲金融数据低迷的“坏消息”、提振市场预期等，但对于提振房地产销售方面，市场普遍并不报以乐观态度，毕竟对于一个真正有能力的刚需购房者而言，并不会因为房贷利率降低或提升了0.2%就因此而决定买或不买。既然政策有效性有限，为了稳房地产、稳经济增长，势必就需要更强力的政策出台，更进一步地扭转预期。其二在于相对于房地产增量市场而言，存量房贷的市场更大，政策的杠杆性更强。很多人在5月3日政策后，在网上反映现在受到疫情的影响，收入大幅度降低，也需要降低利率缓解居民的还贷压力。疫情后断供者越来越多、法拍房数量大幅度增长，这些都一定程度上表明了当前还款人的供贷压力。同时，通过调降5年期LPR缓解居民的利息支出压力，也能一定程度上从侧面刺激居民消费，这也是稳增长中的应有之意。后续有何影响？首先说对于资本市场的影响。无论是下调个人首套住房贷款利率下限20BP，还是下调5年期LPR15BP，这些可以说是在2016年之后鲜有的全国意义上的重磅房地产刺激政策，信号意义巨大，所以必然会引起资本市场一波巨大的炒作。5月13日政策发布后，万得房地产指数暴涨4.37%，狭义交易日又开盘大涨4.3%。但资本市场向来看重预期，最怕“靴子落地”。5月20日公布LPR后，房地产指数不涨反跌1.2%。对于房地产上市公司而言，政策目标或许已经来到了拐点，但对于那些已经暴雷和马上暴雷的房地产上市企业而言，能否坚持到最后，仍然是尚未可知。因此当前上市房企炒作的价值确实有，至于长期投资价值，则需要打上一个大大的问号。毕竟政策不是万能药，对于病入膏肓的病人来说，也是无能为力的。其次是对于房地产销售市场的影响。目前来看，房地产销售自去年7月以来已连续10个月同比负增长，而且近期受到疫情的影响，跌幅仍在加大。根据克而瑞统计，2022年4月，TOP50房企中超9成房企单月全口径销售额同比下滑，同比降幅基本在30%以上。如果可考虑到5月后疫情的扰动因素修复，今年下半年大概率房地产销售数据会持续的修复。同时，根据历史上房地产调控的经验来看，销售数据的改善会滞后于房贷利率下降约半年左右，但同时考虑到疫情对于销售的影响，以及线下消费活动的正常化，房地产销售的改善可能仍需要不短的时日。最后是对于居民新购房以及正在还贷款的人的影响。先说对于刚需购房者，按照5月13日和5月20日之后的政策来看，首套房的利率最低可以到4.25%，二套房利率最低可以达到5.05%。对于刚需来说，应该是一个非常具有吸引力的利率。至于说很多人关心的“现在要不要上车，要不要等等看”这类的问题，没有人能够买在绝对的低点，对于刚需者而言，短期后续LPR调降的空间已经非常小，房贷利率下降的空间有限，已经是一个相对不错的时点。当然，对于买房这件事，仁者见仁智者见智，没有绝对的正确，更多是个人的需求。另一类受到比较大影响的则是正在还贷的人群。一般来说，银行都是以5年期LPR作为基准，并进行一定的加点，与购房者在合同中约定利率，并每年调整一次。如果利率调整日期在5月20日之后的，那调整后的利率将比调整前低0.15%。至于很多约定在每年1月1日调整利率的，就只能等待到明年后才能享受到优惠的利率。而按照估算，如果贷款50万元，等额本息方式还款30年，大约一共能够减少利息支出1.6万元。","news_type":1,"symbols_score_info":{}},"isVote":1,"tweetType":1,"viewCount":3715,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"EN","totalScore":0},{"id":9026991880,"gmtCreate":1653310078140,"gmtModify":1676535257512,"author":{"id":"4090282032864880","authorId":"4090282032864880","name":"pkl","avatar":"https://static.tigerbbs.com/1e774fafbe3985365e6e79f4f083da4a","crmLevel":11,"crmLevelSwitch":0,"followedFlag":false,"idStr":"4090282032864880","authorIdStr":"4090282032864880"},"themes":[],"title":"","htmlText":"👍👍👍","listText":"👍👍👍","text":"👍👍👍","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":0,"commentSize":0,"repostSize":0,"link":"https://ttm.financial/post/9026991880","repostId":"1115112944","repostType":4,"repost":{"id":"1115112944","kind":"news","pubTimestamp":1653306175,"share":"https://ttm.financial/m/news/1115112944?lang=en_US&edition=fundamental","pubTime":"2022-05-23 19:42","market":"us","language":"zh","title":"With steady revenue and persistent premiums, will Zoom continue to cut losses?","url":"https://stock-news.laohu8.com/highlight/detail?id=1115112944","media":"华尔街大事件","summary":"概括：ZM股票从2020年10月的高点急剧下跌，但其仍具有显著的增长溢价。尽管溢价需要消化，但市场并未给Zoom投资者任何喘息的机会。我们将评级从买入调整为卖出，估计在达到显著底部之前可能存在27%的","content":"<p><html><head></head><body><b>Summary:</b>ZM stock has fallen sharply from its October 2020 high, but it still has a significant growth premium. Although the premium needs to be absorbed, the market has not given it.<a href=\"https://laohu8.com/S/ZM\">Zoom</a>Investors have no chance to catch their breath. We revised our rating from buy to sell, estimating that there could be 27% potential downside before reaching a significant bottom. We highlighted in a previous article that the Zoom Video (ZM) bubble has burst. However, we find it interesting that the market continues to digest its valuation, even though it is profitable under GAAP.</p><p>Furthermore, the most conservative price target of $100 does not protect ZM stock from further price declines.</p><p>We re-examined our paper to try to understand why the market remained so brutal despite the sell-off in ZM stock being GAAP profitable. At that time, we realized that the market might be pricing the stock below expected earnings per share growth, while the stock was still priced at a premium.</p><p>The market is continuing to digest its growth premium during a slow distribution process, dragging down bargain buying before further declines.</p><p>Therefore, we believe the sell-off in ZM shares may continue. Despite possessing massive cash reserves of over $5.4 billion (approximately 21% of its market capitalization), ZM investors have not been given any respite since October 2020.</p><p>Finally, we revised our rating on ZM stock from buy to sell. Given the significant normalization of ZM's earnings per share growth, we suspect that the current allocation process is intended to make ZM's stock valuation more in line with the normalization of the overall market.</p><p><b>ZM shares are still priced at a premium.</b></p><p>Zoom's median P/E is 15.6 times, significantly lower than its 10-year median of 17.7 times. Therefore, it is clear that the market is pricing in a slowdown in Zoom's future growth, a situation exacerbated by aggressive rate hike and rising inflation.</p><p><img src=\"https://static.tigerbbs.com/543e27cd21bea297034626ff1a6e9730\" tg-width=\"554\" tg-height=\"332\" referrerpolicy=\"no-referrer\"/></p><p>ZM Stock NTM Standardized P/E and NTM FCF Yield</p><p>It is worth noting that ZM shares last traded at 23.67 times the NTM Standardized P/E.<b>Therefore, ZM still has a significant growth premium, although its earnings growth may decline significantly in the coming years.</b></p><p>We believe that the market's pricing for fiscal year 2023 is lower than management's guidance in the fourth quarter.</p><p>Zoom's guidance for the most recent quarter was $1.07 billion, and its upcoming FQ1'23 earnings card rose 11.9% (compared to the generally expected $10.73, up 12.3% year-over-year).</p><p>In addition, management guided FY23 revenue to be $4.54 billion, a year-over-year increase of 10.7%, in line with market expectations.</p><p><img src=\"https://static.tigerbbs.com/a203f730936df773281837cec135f3ba\" tg-width=\"554\" tg-height=\"343\" referrerpolicy=\"no-referrer\"/></p><p>Zoom Revenue Consensus Estimate (S&P Capital IQ)</p><p><img src=\"https://static.tigerbbs.com/dc080fbc8680762c511d850c75a4b492\" tg-width=\"554\" tg-height=\"343\" referrerpolicy=\"no-referrer\"/></p><p>Zoom GAAP EPS Consensus Estimate (S&P Capital IQ)</p><p><b>However, we believe that management and Wall Street may have underestimated the extent of the recovery in business travel.</b>We believe that Zoom's argument is undoubtedly still relevant. However, being able to accurately predict the growth rate of its reopening remains a major challenge.</p><p>Bloomberg reports that as the economy reopens to travelers, businesses believe the global travel recovery is stronger than expected. For example, FCM Travel emphasizes: \"Business growth is 80% of what it was in 2019, and in some places it has exceeded pre-pandemic levels. Its return is much stronger than anyone expected.\"</p><p>Therefore, we are concerned that management may miss its guidance for FY23, which will impact its GAAP earnings per share.</p><p>Wall Street consensus estimates suggest that Zoom's earnings per share in fiscal year 2023 could decline by 60% year-over-year before rebounding in fiscal year 2023.</p><p><b>Therefore, ZM stock needs to digest its pandemic bubble growth before it can find a bottom. However, if Zoom lowers its revenue guidance for fiscal year 2023 or even fiscal year 2024, its earnings per share estimates are at risk of being further reduced.</b></p><p><b>epilogue</b></p><p>We believe the market has been pricing Zoom's FY23 guidance. It is worth noting that we did not observe market makers urgently dumping their chips.</p><p>Instead, as shown in the figure, they were simply a slow, deliberate distribution that kept holders losing money for the past two years.</p><p><img src=\"https://static.tigerbbs.com/f1ca1aad9c8fa81c8e22880023ace78a\" tg-width=\"554\" tg-height=\"308\" referrerpolicy=\"no-referrer\"/></p><p>ZM Stock Chart (TradingView)</p><p>Although ZM shares have fallen sharply from their October 2020 high, they are still trading at a premium.</p><p>Therefore, we believe that it may continue to show a downward trend thereafter to normalize its valuation. A more reasonable P/E would be around 17 times, which means Zoom still has 27.4% potential downside. Therefore, we adjusted our rating on ZM stock from buy to sell.</p><p></body></html></p>","source":"lsy1643368503284","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>With steady revenue and persistent premiums, will Zoom continue to cut losses?</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\">\nWith steady revenue and persistent premiums, will Zoom continue to cut losses?\n</h2>\n<h4 class=\"meta\">\n<p class=\"head\">\n<strong class=\"h-name small\">华尔街大事件</strong><span class=\"h-time small\">2022-05-23 19:42</span>\n</p>\n</h4>\n</header>\n<article>\n<p><html><head></head><body><b>Summary:</b>ZM stock has fallen sharply from its October 2020 high, but it still has a significant growth premium. Although the premium needs to be absorbed, the market has not given it.<a href=\"https://laohu8.com/S/ZM\">Zoom</a>Investors have no chance to catch their breath. We revised our rating from buy to sell, estimating that there could be 27% potential downside before reaching a significant bottom. We highlighted in a previous article that the Zoom Video (ZM) bubble has burst. However, we find it interesting that the market continues to digest its valuation, even though it is profitable under GAAP.</p><p>Furthermore, the most conservative price target of $100 does not protect ZM stock from further price declines.</p><p>We re-examined our paper to try to understand why the market remained so brutal despite the sell-off in ZM stock being GAAP profitable. At that time, we realized that the market might be pricing the stock below expected earnings per share growth, while the stock was still priced at a premium.</p><p>The market is continuing to digest its growth premium during a slow distribution process, dragging down bargain buying before further declines.</p><p>Therefore, we believe the sell-off in ZM shares may continue. Despite possessing massive cash reserves of over $5.4 billion (approximately 21% of its market capitalization), ZM investors have not been given any respite since October 2020.</p><p>Finally, we revised our rating on ZM stock from buy to sell. Given the significant normalization of ZM's earnings per share growth, we suspect that the current allocation process is intended to make ZM's stock valuation more in line with the normalization of the overall market.</p><p><b>ZM shares are still priced at a premium.</b></p><p>Zoom's median P/E is 15.6 times, significantly lower than its 10-year median of 17.7 times. Therefore, it is clear that the market is pricing in a slowdown in Zoom's future growth, a situation exacerbated by aggressive rate hike and rising inflation.</p><p><img src=\"https://static.tigerbbs.com/543e27cd21bea297034626ff1a6e9730\" tg-width=\"554\" tg-height=\"332\" referrerpolicy=\"no-referrer\"/></p><p>ZM Stock NTM Standardized P/E and NTM FCF Yield</p><p>It is worth noting that ZM shares last traded at 23.67 times the NTM Standardized P/E.<b>Therefore, ZM still has a significant growth premium, although its earnings growth may decline significantly in the coming years.</b></p><p>We believe that the market's pricing for fiscal year 2023 is lower than management's guidance in the fourth quarter.</p><p>Zoom's guidance for the most recent quarter was $1.07 billion, and its upcoming FQ1'23 earnings card rose 11.9% (compared to the generally expected $10.73, up 12.3% year-over-year).</p><p>In addition, management guided FY23 revenue to be $4.54 billion, a year-over-year increase of 10.7%, in line with market expectations.</p><p><img src=\"https://static.tigerbbs.com/a203f730936df773281837cec135f3ba\" tg-width=\"554\" tg-height=\"343\" referrerpolicy=\"no-referrer\"/></p><p>Zoom Revenue Consensus Estimate (S&P Capital IQ)</p><p><img src=\"https://static.tigerbbs.com/dc080fbc8680762c511d850c75a4b492\" tg-width=\"554\" tg-height=\"343\" referrerpolicy=\"no-referrer\"/></p><p>Zoom GAAP EPS Consensus Estimate (S&P Capital IQ)</p><p><b>However, we believe that management and Wall Street may have underestimated the extent of the recovery in business travel.</b>We believe that Zoom's argument is undoubtedly still relevant. However, being able to accurately predict the growth rate of its reopening remains a major challenge.</p><p>Bloomberg reports that as the economy reopens to travelers, businesses believe the global travel recovery is stronger than expected. For example, FCM Travel emphasizes: \"Business growth is 80% of what it was in 2019, and in some places it has exceeded pre-pandemic levels. Its return is much stronger than anyone expected.\"</p><p>Therefore, we are concerned that management may miss its guidance for FY23, which will impact its GAAP earnings per share.</p><p>Wall Street consensus estimates suggest that Zoom's earnings per share in fiscal year 2023 could decline by 60% year-over-year before rebounding in fiscal year 2023.</p><p><b>Therefore, ZM stock needs to digest its pandemic bubble growth before it can find a bottom. However, if Zoom lowers its revenue guidance for fiscal year 2023 or even fiscal year 2024, its earnings per share estimates are at risk of being further reduced.</b></p><p><b>epilogue</b></p><p>We believe the market has been pricing Zoom's FY23 guidance. It is worth noting that we did not observe market makers urgently dumping their chips.</p><p>Instead, as shown in the figure, they were simply a slow, deliberate distribution that kept holders losing money for the past two years.</p><p><img src=\"https://static.tigerbbs.com/f1ca1aad9c8fa81c8e22880023ace78a\" tg-width=\"554\" tg-height=\"308\" referrerpolicy=\"no-referrer\"/></p><p>ZM Stock Chart (TradingView)</p><p>Although ZM shares have fallen sharply from their October 2020 high, they are still trading at a premium.</p><p>Therefore, we believe that it may continue to show a downward trend thereafter to normalize its valuation. A more reasonable P/E would be around 17 times, which means Zoom still has 27.4% potential downside. Therefore, we adjusted our rating on ZM stock from buy to sell.</p><p></body></html></p>\n<div class=\"bt-text\">\n\n\n<p> source：<a href=\"https://mp.weixin.qq.com/s/bhMOrKwTsJc-v8zTd9WhQg\">华尔街大事件</a></p>\n\n\n</div>\n</article>\n</div>\n</body>\n</html>\n","type":0,"thumbnail":"https://static.tigerbbs.com/68ecabaf0839ef091b4b154187e60fd4","relate_stocks":{"ZM":"Zoom"},"source_url":"https://mp.weixin.qq.com/s/bhMOrKwTsJc-v8zTd9WhQg","is_english":false,"share_image_url":"https://static.laohu8.com/e9f99090a1c2ed51c021029395664489","article_id":"1115112944","content_text":"概括：ZM股票从2020年10月的高点急剧下跌，但其仍具有显著的增长溢价。尽管溢价需要消化，但市场并未给Zoom投资者任何喘息的机会。我们将评级从买入调整为卖出，估计在达到显著底部之前可能存在27%的潜在下行空间。我们在之前的文章中强调了Zoom Video（ZM）的泡沫已经破裂。然而，我们发现有趣的是市场继续消化其估值，尽管其按公认会计准则计算是有利可图的。此外，100美元的最保守价格目标并不能保护ZM股票免受进一步价格下跌的影响。我们重新审视了我们的论文，试图了解为什么尽管ZM股票的抛售具有 GAAP盈利能力，但市场仍然如此残酷。那时我们意识到市场的定价可能低于预期的每股收益增长，而该股的定价仍处于溢价状态。市场正在缓慢的分销过程中继续消化其增长溢价，在进一步下跌之前拖累了逢低买盘。因此，我们认为ZM股票的抛售可能会进一步持续。尽管拥有超过54亿美元的巨额现金储备（约占其市值的21%），但自2020年10月以来，ZM投资者一直没有得到任何喘息的机会。最后，我们将 ZM 股票的评级从买入调整为卖出。鉴于ZM的每股收益增长显著正常化，我们怀疑当前的分配过程旨在使ZM股票估值更符合整体市场的正常化。ZM股票仍处于溢价定价Zoom的市盈率中值为15.6倍，明显低于其10年中值17.7倍。因此，很明显，市场正在为Zoom未来的增长放缓定价，激进的加息和通胀加剧加剧了这种情况。ZM股票NTM标准化P/E和NTM FCF收益率值得注意的是，ZM股票的最后交易价格为23.67倍的NTM标准化市盈率。因此，ZM仍有显著的增长溢价，尽管其盈利增长在未来几年可能会显著下降。我们认为，市场对23财年的定价低于管理层在第四季度的指导。Zoom最近一季的指引为 10.7亿美元，其即将推出的FQ1'23收益卡上涨11.9%（与普遍预期的10.73美元相比，同比上涨12.3%）。此外，管理层指导FY23收入为45.4亿美元，同比增长10.7%，符合市场普遍预期。Zoom收入共识估计（S&P Capital IQ）Zoom GAAP EPS共识估计（S&P Capital IQ）然而，我们认为管理层和华尔街可能低估了商务旅行的复苏程度。我们相信，Zoom 的论点毫无疑问仍然具有相关性。但是，能够准确预测其重新开放的增长率仍然是一项重大挑战。彭博社报道称，随着经济重新向旅行者开放，企业认为全球旅行复苏比预期更加强劲。例如，FCM Travel强调：“业务增长速度是 2019 年的 80%，并且在某些地方已经超过了大流行前的水平。它的回归比任何人预期的都要强大得多。”因此，我们担心管理层可能会错过其对 23 财年的指导，这将影响其 GAAP 每股收益。华尔街的共识估计表明，Zoom 的 23 财年每股收益可能会同比下降 60%，然后在 23 财年反弹。因此，ZM 股票需要消化其大流行的泡沫增长才能找到底部。但是，如果 Zoom 将 23 财年甚至 24 财年的收入下调，其每股收益估计将面临进一步下调的风险。结语我们认为市场一直在定价 Zoom 的23 财年的指引。值得注意的是，我们没有观察到做市商迫切地抛出筹码。相反，如图所示，它们只是缓慢的、蓄意的分发，在过去两年中让持有者持续亏损。ZM股价走势图（TradingView）尽管ZM股票从2020年10月的高点大幅下跌，但其交易价格仍处于溢价状态。因此，我们认为随后可能会持续呈现下跌趋势以使其估值正常化。更合理的市盈率将在17倍左右，这意味着Zoom仍有27.4%的潜在下行空间。所以，我们将ZM股票的评级从买入调整为卖出。","news_type":1,"symbols_score_info":{"ZM":0.9}},"isVote":1,"tweetType":1,"viewCount":4149,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"EN","totalScore":0},{"id":9026991102,"gmtCreate":1653310058106,"gmtModify":1676535257513,"author":{"id":"4090282032864880","authorId":"4090282032864880","name":"pkl","avatar":"https://static.tigerbbs.com/1e774fafbe3985365e6e79f4f083da4a","crmLevel":11,"crmLevelSwitch":0,"followedFlag":false,"idStr":"4090282032864880","authorIdStr":"4090282032864880"},"themes":[],"title":"","htmlText":"👍👍👍","listText":"👍👍👍","text":"👍👍👍","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":0,"commentSize":0,"repostSize":0,"link":"https://ttm.financial/post/9026991102","repostId":"1126290013","repostType":4,"isVote":1,"tweetType":1,"viewCount":4525,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"EN","totalScore":0},{"id":9026991917,"gmtCreate":1653310038939,"gmtModify":1676535257505,"author":{"id":"4090282032864880","authorId":"4090282032864880","name":"pkl","avatar":"https://static.tigerbbs.com/1e774fafbe3985365e6e79f4f083da4a","crmLevel":11,"crmLevelSwitch":0,"followedFlag":false,"idStr":"4090282032864880","authorIdStr":"4090282032864880"},"themes":[],"title":"","htmlText":"👍👍👍","listText":"👍👍👍","text":"👍👍👍","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":0,"commentSize":0,"repostSize":0,"link":"https://ttm.financial/post/9026991917","repostId":"1164195300","repostType":4,"isVote":1,"tweetType":1,"viewCount":3919,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"EN","totalScore":0},{"id":9029511380,"gmtCreate":1652797619740,"gmtModify":1676535163590,"author":{"id":"4090282032864880","authorId":"4090282032864880","name":"pkl","avatar":"https://static.tigerbbs.com/1e774fafbe3985365e6e79f4f083da4a","crmLevel":11,"crmLevelSwitch":0,"followedFlag":false,"idStr":"4090282032864880","authorIdStr":"4090282032864880"},"themes":[],"title":"","htmlText":"👍👍👍","listText":"👍👍👍","text":"👍👍👍","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":0,"commentSize":0,"repostSize":0,"link":"https://ttm.financial/post/9029511380","repostId":"1165989215","repostType":4,"isVote":1,"tweetType":1,"viewCount":4201,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"EN","totalScore":0},{"id":9029513963,"gmtCreate":1652797531552,"gmtModify":1676535163566,"author":{"id":"4090282032864880","authorId":"4090282032864880","name":"pkl","avatar":"https://static.tigerbbs.com/1e774fafbe3985365e6e79f4f083da4a","crmLevel":11,"crmLevelSwitch":0,"followedFlag":false,"idStr":"4090282032864880","authorIdStr":"4090282032864880"},"themes":[],"title":"","htmlText":"👍👍👍","listText":"👍👍👍","text":"👍👍👍","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":1,"commentSize":0,"repostSize":0,"link":"https://ttm.financial/post/9029513963","repostId":"1105191089","repostType":4,"repost":{"id":"1105191089","kind":"news","weMediaInfo":{"introduction":"中国大陆领先的金融数据、信息和软件服务企业，总部位于上海陆家嘴金融中心。","home_visible":1,"media_name":"Wind万得","id":"99","head_image":"https://static.tigerbbs.com/c71e30d1317b4a5cb20a41998e10ac68"},"pubTimestamp":1652758592,"share":"https://ttm.financial/m/news/1105191089?lang=en_US&edition=fundamental","pubTime":"2022-05-17 11:36","market":"us","language":"zh","title":"Who is the second Tesla? Soros bet heavily on this company","url":"https://stock-news.laohu8.com/highlight/detail?id=1105191089","media":"Wind万得","summary":"现在说起电动车，全球投资者头脑中浮现的第一个品牌基本都是特斯拉。随着电动车产业的发展，除特斯拉之外还有400多个大大小小的品牌，这其中一定会出现一家或几家可以和特斯拉相抗衡的企业，索罗斯就重金押注其中","content":"<p><html><head></head><body>When it comes to electric vehicles these days, the first brand that comes to mind for global investors is basically...<a href=\"https://laohu8.com/S/TSLA\">Tesla</a>。 With the development of the electric vehicle industry, there are more than 400 brands of all sizes besides Tesla. Among them, there will inevitably be one or more companies that can compete with Tesla, and Soros is betting heavily on one of them.</p><p>With the development of the past decade or so, the electric vehicle market has become increasingly mature, and more and more brands have emerged. Tesla has consistently held the largest market share thanks to the best-selling Model 3 and Model Y. Its market share increased from 21% in 2017 to 28% in 2020, but declined to 26% last year.</p><p><img src=\"https://static.tigerbbs.com/49a0af26df2ce148f6c10ecf34f487ac\" tg-width=\"796\" tg-height=\"397\" referrerpolicy=\"no-referrer\"/></p><p>According to incomplete statistics, in the first quarter of 2022, a total of 417 electric vehicle models were sold in the global market, with 264 models produced in the Chinese market. With so many brands fiercely competing, it will be difficult for Tesla to maintain its leading edge indefinitely, and investment tycoons are also looking for \"the next Tesla\". Soros has always been fond of the American electric pickup truck brand Rivian.</p><p>According to the 13F holdings report disclosed last week, Rivian remains the largest holding of Soros's Quantum Fund, with approximately 19.84 million shares and a market value of approximately $997 million, accounting for 15.16% of the portfolio. Rivian was a new stock that George Soros established in the fourth quarter of last year. After establishing the position, it became his largest holding. By the first quarter of this year, the number of holdings had remained unchanged compared to the previous quarter, but its market value had shrunk significantly because Rivian had fallen by nearly 80% since the beginning of the year.</p><p><img src=\"https://static.tigerbbs.com/8570e93d4ecfa96dc6e387203f2bea3d\" tg-width=\"840\" tg-height=\"470\" width=\"100%\" height=\"auto\"/></p><p>Soros not only heavily invested in Rivian stock, but judging from the changes in his holdings, the highest purchase in Q1 was Rivian's call options.</p><p>Founded in 2009, later than Tesla, Rivian is an American manufacturer of electric vehicles and autonomous driving technology. Unlike Tesla, Rivian chose a highly popular track in the United States from the very beginning – electric pickup trucks. Even before its IPO, Rivian was sought after by capital. In 2019 alone, Rivian conducted four rounds of financing, raising $2.85 billion. Its investors include<a href=\"https://laohu8.com/S/AMZN\">Amazon</a>、<a href=\"https://laohu8.com/S/F\">Ford Motor</a>、<a href=\"https://laohu8.com/S/BLK\">BlackRock</a>Well-known companies and institutions, including investors such as Amazon and BlackRock, have even participated in it multiple times. However, before its official launch, Rivian did not deliver a single truly mass-produced vehicle to ordinary users.</p><p>Although Soros holds a significant stake, Rivian's operating data is not impressive. The Q1 financial report shows that Rivian's revenue was $95 million, lower than the $131.2 million generally expected by the market. The company reported a net loss of $1.593 billion, compared to $414 million in the same period last year; Adjusted loss per share was $1.43, slightly better than the market expectation of $1.45. Rivian had previously halved its planned production for 2022 to 25,000 vehicles, just half of what the company had promised investors during its IPO roadshow last year.</p><p>Since production began in the third quarter of last year, Rivian had produced 1,015 vehicles and delivered 920 by the end of 2021. If production in the first quarter of this year is included, the total production reaches 3,568 vehicles.</p><p>Rivian's Normal, Illinois plant currently has an annual capacity of 150,000 vehicles, and the company says it plans to increase the plant's annual capacity to 200,000 vehicles by 2023. Rivian's other factory is scheduled to go into operation in 2024, eventually producing 400,000 vehicles and batteries annually.</p><p>Not only Soros is optimistic,<a href=\"https://laohu8.com/S/MS\">Morgan Stanley</a>We also maintain our \"overweight\" rating on Rivian. Analyst Adam Jonas stated, \"After taking into account various adverse factors, even with the current overall stock market downturn, we believe the company's current stock price is still slightly low. Based on estimates, the current stock price is insufficient to reflect the company's annual sales forecast of 200,000 electric vehicles by 2030.\"</p><p></body></html></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>Who is the second Tesla? Soros bet heavily on this company</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\">\nWho is the second Tesla? Soros bet heavily on this company\n</h2>\n<h4 class=\"meta\">\n<a class=\"head\" href=\"https://laohu8.com/wemedia/99\">\n\n<div class=\"h-thumb\" style=\"background-image:url(https://static.tigerbbs.com/c71e30d1317b4a5cb20a41998e10ac68);background-size:cover;\"></div>\n\n<div class=\"h-content\">\n<p class=\"h-name\">Wind万得 </p>\n<p class=\"h-time smaller\">2022-05-17 11:36</p>\n</div>\n</a>\n</h4>\n</header>\n<article>\n<p><html><head></head><body>When it comes to electric vehicles these days, the first brand that comes to mind for global investors is basically...<a href=\"https://laohu8.com/S/TSLA\">Tesla</a>。 With the development of the electric vehicle industry, there are more than 400 brands of all sizes besides Tesla. Among them, there will inevitably be one or more companies that can compete with Tesla, and Soros is betting heavily on one of them.</p><p>With the development of the past decade or so, the electric vehicle market has become increasingly mature, and more and more brands have emerged. Tesla has consistently held the largest market share thanks to the best-selling Model 3 and Model Y. Its market share increased from 21% in 2017 to 28% in 2020, but declined to 26% last year.</p><p><img src=\"https://static.tigerbbs.com/49a0af26df2ce148f6c10ecf34f487ac\" tg-width=\"796\" tg-height=\"397\" referrerpolicy=\"no-referrer\"/></p><p>According to incomplete statistics, in the first quarter of 2022, a total of 417 electric vehicle models were sold in the global market, with 264 models produced in the Chinese market. With so many brands fiercely competing, it will be difficult for Tesla to maintain its leading edge indefinitely, and investment tycoons are also looking for \"the next Tesla\". Soros has always been fond of the American electric pickup truck brand Rivian.</p><p>According to the 13F holdings report disclosed last week, Rivian remains the largest holding of Soros's Quantum Fund, with approximately 19.84 million shares and a market value of approximately $997 million, accounting for 15.16% of the portfolio. Rivian was a new stock that George Soros established in the fourth quarter of last year. After establishing the position, it became his largest holding. By the first quarter of this year, the number of holdings had remained unchanged compared to the previous quarter, but its market value had shrunk significantly because Rivian had fallen by nearly 80% since the beginning of the year.</p><p><img src=\"https://static.tigerbbs.com/8570e93d4ecfa96dc6e387203f2bea3d\" tg-width=\"840\" tg-height=\"470\" width=\"100%\" height=\"auto\"/></p><p>Soros not only heavily invested in Rivian stock, but judging from the changes in his holdings, the highest purchase in Q1 was Rivian's call options.</p><p>Founded in 2009, later than Tesla, Rivian is an American manufacturer of electric vehicles and autonomous driving technology. Unlike Tesla, Rivian chose a highly popular track in the United States from the very beginning – electric pickup trucks. Even before its IPO, Rivian was sought after by capital. In 2019 alone, Rivian conducted four rounds of financing, raising $2.85 billion. Its investors include<a href=\"https://laohu8.com/S/AMZN\">Amazon</a>、<a href=\"https://laohu8.com/S/F\">Ford Motor</a>、<a href=\"https://laohu8.com/S/BLK\">BlackRock</a>Well-known companies and institutions, including investors such as Amazon and BlackRock, have even participated in it multiple times. However, before its official launch, Rivian did not deliver a single truly mass-produced vehicle to ordinary users.</p><p>Although Soros holds a significant stake, Rivian's operating data is not impressive. The Q1 financial report shows that Rivian's revenue was $95 million, lower than the $131.2 million generally expected by the market. The company reported a net loss of $1.593 billion, compared to $414 million in the same period last year; Adjusted loss per share was $1.43, slightly better than the market expectation of $1.45. Rivian had previously halved its planned production for 2022 to 25,000 vehicles, just half of what the company had promised investors during its IPO roadshow last year.</p><p>Since production began in the third quarter of last year, Rivian had produced 1,015 vehicles and delivered 920 by the end of 2021. If production in the first quarter of this year is included, the total production reaches 3,568 vehicles.</p><p>Rivian's Normal, Illinois plant currently has an annual capacity of 150,000 vehicles, and the company says it plans to increase the plant's annual capacity to 200,000 vehicles by 2023. Rivian's other factory is scheduled to go into operation in 2024, eventually producing 400,000 vehicles and batteries annually.</p><p>Not only Soros is optimistic,<a href=\"https://laohu8.com/S/MS\">Morgan Stanley</a>We also maintain our \"overweight\" rating on Rivian. Analyst Adam Jonas stated, \"After taking into account various adverse factors, even with the current overall stock market downturn, we believe the company's current stock price is still slightly low. Based on estimates, the current stock price is insufficient to reflect the company's annual sales forecast of 200,000 electric vehicles by 2030.\"</p><p></body></html></p>\n</article>\n</div>\n</body>\n</html>\n","type":0,"thumbnail":"https://static.tigerbbs.com/845e27845a0aca10a09a5e12cdfb276e","relate_stocks":{"RIVN":"Rivian Automotive, Inc."},"source_url":"","is_english":false,"share_image_url":"https://static.laohu8.com/e9f99090a1c2ed51c021029395664489","article_id":"1105191089","content_text":"现在说起电动车，全球投资者头脑中浮现的第一个品牌基本都是特斯拉。随着电动车产业的发展，除特斯拉之外还有400多个大大小小的品牌，这其中一定会出现一家或几家可以和特斯拉相抗衡的企业，索罗斯就重金押注其中一个。随着近十几年的发展，电动车市场越来越成熟，涌现出的品牌也越来越多，特斯拉凭借着Model 3和Model Y的畅销一直占据市场最大销售份额。从2017年的21%提升到2020年的28%，去年其市场份额出现下滑，下降至26%。据不完全统计，2022年第一季度，全球市场共417种电动车型号在销售，中国市场产出了264款。这么多品牌厮杀，特斯拉很难一直保持领先优势，投资大佬也在寻找“下一个特斯拉”。索罗斯一直钟情于美国电动皮卡品牌Rivian。根据上周披露的13F持仓报告，索罗斯旗下量子基金第一大重仓股依然是Rivian，持仓约1984万股，持仓市值约9.97亿美元，占投资组合比例为15.16%。Rivian是索罗斯去年第四季度新建仓个股，建仓后即为第一重仓股，到今年一季度持仓数量环比无任何变化，但市值已大幅缩水，因为Rivian年初至今已下跌近80%。索罗斯不仅重仓Rivian个股，从持仓比例变化来看，Q1买入最高的是Rivian的看涨期权。Rivian成立于2009年，较特斯拉要晚，是美国的一家电动汽车和自动驾驶技术厂商。Rivian与特斯拉不同，其从一开始就选择了一条在美国极其讨喜的赛道——电动皮卡车。上市前，Rivian就受到资本追捧。仅在2019年，Rivian就进行了4轮融资，筹集到了28.5亿美元的资金。其投资方包括亚马逊、福特汽车、贝莱德等知名企业及机构，其中亚马逊、贝莱德等投资方甚至多次参与其中。不过，在正式上市前，Rivian没有一款真正意义上的量产车交付给普通用户。虽然索罗斯重仓，但Rivian的经营数据并不好看，Q1财报显示，Rivian营收为9500万美元，低于市场普遍预期的1.312亿美元；净亏损为15.93亿美元，上年同期为4.14亿美元；调整后每股亏损为1.43美元，略好于市场预期的1.45美元。此前Rivian将其2022年的计划产量削减了一半至2.5万辆，仅是该公司去年在IPO路演中向投资者承诺的一半。自去年第三季度开始生产以来，Rivian到2021年底已生产了1015辆汽车，交付了920辆。若加上今年第一季度的产量，总产量达到了3,568辆。Rivian伊利诺伊州Normal工厂目前的年产能为15万辆，公司表示，计划在2023年前将该厂年产能提高到20万辆。Rivian另一家工厂定于2024年投产，最终将年产40万辆汽车，并生产电池。不仅索罗斯看好，摩根士丹利也维持对Rivian的“增持”评级。分析师Adam Jonas表示:“在将各种不良因素考虑进去后，即使目前整体股市低迷，但我们认为该公司目前的股价依然略低。通过估算，目前的股价并不足以反映该公司在2030年的20万辆电车年销量预期”。","news_type":1,"symbols_score_info":{"RIVN":0.9}},"isVote":1,"tweetType":1,"viewCount":5006,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"EN","totalScore":0},{"id":9066312522,"gmtCreate":1651849466666,"gmtModify":1676534983758,"author":{"id":"4090282032864880","authorId":"4090282032864880","name":"pkl","avatar":"https://static.tigerbbs.com/1e774fafbe3985365e6e79f4f083da4a","crmLevel":11,"crmLevelSwitch":0,"followedFlag":false,"idStr":"4090282032864880","authorIdStr":"4090282032864880"},"themes":[],"title":"","htmlText":"👍👍👍","listText":"👍👍👍","text":"👍👍👍","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":0,"commentSize":0,"repostSize":0,"link":"https://ttm.financial/post/9066312522","repostId":"1169210876","repostType":4,"isVote":1,"tweetType":1,"viewCount":3653,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"EN","totalScore":0},{"id":9060224538,"gmtCreate":1651156692284,"gmtModify":1676534860606,"author":{"id":"4090282032864880","authorId":"4090282032864880","name":"pkl","avatar":"https://static.tigerbbs.com/1e774fafbe3985365e6e79f4f083da4a","crmLevel":11,"crmLevelSwitch":0,"followedFlag":false,"idStr":"4090282032864880","authorIdStr":"4090282032864880"},"themes":[],"title":"","htmlText":"👍👍👍","listText":"👍👍👍","text":"👍👍👍","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":0,"commentSize":0,"repostSize":0,"link":"https://ttm.financial/post/9060224538","repostId":"1159795060","repostType":4,"repost":{"id":"1159795060","kind":"news","weMediaInfo":{"introduction":"为用户提供金融资讯、行情、数据，旨在帮助投资者理解世界，做投资决策。","home_visible":1,"media_name":"老虎资讯综合","id":"102","head_image":"https://static.tigerbbs.com/8274c5b9d4c2852bfb1c4d6ce16c68ba"},"pubTimestamp":1651154063,"share":"https://ttm.financial/m/news/1159795060?lang=en_US&edition=fundamental","pubTime":"2022-04-28 21:54","market":"us","language":"zh","title":"Teladoc Health was suspended from trading during trading, after its share price fell more than 44% before the suspension.","url":"https://stock-news.laohu8.com/highlight/detail?id=1159795060","media":"老虎资讯综合","summary":"4月28日，Teladoc Health盘中停牌，停牌前股价跌逾44%，报31.23美元。","content":"<p><html><head></head><body>On April 28,<a href=\"https://laohu8.com/S/TDOC\">Teladoc Health</a>Trading was suspended during the session, and the stock price fell more than 44% to $31.23 before the suspension.</p><p><img src=\"https://static.tigerbbs.com/2f19b2d605f93b3dcd8ea03bc008db23\" tg-width=\"840\" tg-height=\"470\" referrerpolicy=\"no-referrer\"/></p><p></body></html></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>Teladoc Health was suspended from trading during trading, after its share price fell more than 44% before the suspension.</title>\n<style type=\"text/css\">\na,abbr,acronym,address,applet,article,aside,audio,b,big,blockquote,body,canvas,caption,center,cite,code,dd,del,details,dfn,div,dl,dt,\nem,embed,fieldset,figcaption,figure,footer,form,h1,h2,h3,h4,h5,h6,header,hgroup,html,i,iframe,img,ins,kbd,label,legend,li,mark,menu,nav,\nobject,ol,output,p,pre,q,ruby,s,samp,section,small,span,strike,strong,sub,summary,sup,table,tbody,td,tfoot,th,thead,time,tr,tt,u,ul,var,video{ font:inherit;margin:0;padding:0;vertical-align:baseline;border:0 }\nbody{ font-size:16px; line-height:1.5; color:#999; background:transparent; }\n.wrapper{ overflow:hidden;word-break:break-all;padding:10px; 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color:#2a4b87;}\n.meta .head { display: inline-block; overflow: hidden}\n.head .h-thumb { width: 30px; height: 30px; margin: 0; padding: 0; border-radius: 50%; float: left;}\n.head .h-content { margin: 0; padding: 0 0 0 9px; float: left;}\n.head .h-name {font-size: 13px; color: #eee; margin: 0;}\n.head .h-time {font-size: 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\">\nTeladoc Health was suspended from trading during trading, after its share price fell more than 44% before the suspension.\n</h2>\n<h4 class=\"meta\">\n<a class=\"head\" href=\"https://laohu8.com/wemedia/102\">\n\n<div class=\"h-thumb\" style=\"background-image:url(https://static.tigerbbs.com/8274c5b9d4c2852bfb1c4d6ce16c68ba);background-size:cover;\"></div>\n\n<div class=\"h-content\">\n<p class=\"h-name\">老虎资讯综合 </p>\n<p class=\"h-time smaller\">2022-04-28 21:54</p>\n</div>\n</a>\n</h4>\n</header>\n<article>\n<p><html><head></head><body>On April 28,<a href=\"https://laohu8.com/S/TDOC\">Teladoc Health</a>Trading was suspended during the session, and the stock price fell more than 44% to $31.23 before the suspension.</p><p><img src=\"https://static.tigerbbs.com/2f19b2d605f93b3dcd8ea03bc008db23\" tg-width=\"840\" tg-height=\"470\" referrerpolicy=\"no-referrer\"/></p><p></body></html></p>\n</article>\n</div>\n</body>\n</html>\n","type":0,"thumbnail":"https://static.tigerbbs.com/c7da52addfd52fb216bcf87283f43750","relate_stocks":{"BK4534":"瑞士信贷持仓","BK4548":"巴美列捷福持仓","BK4167":"医疗保健技术","BK4504":"桥水持仓","TDOC":"Teladoc Health Inc.","BK4567":"ESG概念"},"source_url":"","is_english":false,"share_image_url":"https://static.laohu8.com/e9f99090a1c2ed51c021029395664489","article_id":"1159795060","content_text":"4月28日，Teladoc Health盘中停牌，停牌前股价跌逾44%，报31.23美元。","news_type":1,"symbols_score_info":{"TDOC":0.9}},"isVote":1,"tweetType":1,"viewCount":3954,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"EN","totalScore":0},{"id":9060224190,"gmtCreate":1651156619442,"gmtModify":1676534860590,"author":{"id":"4090282032864880","authorId":"4090282032864880","name":"pkl","avatar":"https://static.tigerbbs.com/1e774fafbe3985365e6e79f4f083da4a","crmLevel":11,"crmLevelSwitch":0,"followedFlag":false,"idStr":"4090282032864880","authorIdStr":"4090282032864880"},"themes":[],"title":"","htmlText":"👍👍👍","listText":"👍👍👍","text":"👍👍👍","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":1,"commentSize":0,"repostSize":0,"link":"https://ttm.financial/post/9060224190","repostId":"1123914915","repostType":4,"repost":{"id":"1123914915","kind":"news","weMediaInfo":{"introduction":"为用户提供金融资讯、行情、数据，旨在帮助投资者理解世界，做投资决策。","home_visible":1,"media_name":"老虎资讯综合","id":"102","head_image":"https://static.tigerbbs.com/8274c5b9d4c2852bfb1c4d6ce16c68ba"},"pubTimestamp":1651153597,"share":"https://ttm.financial/m/news/1123914915?lang=en_US&edition=fundamental","pubTime":"2022-04-28 21:46","market":"us","language":"zh","title":"Most of the new energy vehicle sector in U.S. stocks fell lower, with Tesla falling nearly 4%","url":"https://stock-news.laohu8.com/highlight/detail?id=1123914915","media":"老虎资讯综合","summary":"4月28日，美股新能源车板块多数走低，福特汽车跌超5%，特斯拉跌近4%，Rivian跌2.2%，蔚来跌近2%。","content":"<p><html><head></head><body>On April 28th, most of the new energy vehicle sectors in U.S. stocks fell.<a href=\"https://laohu8.com/S/F\">Ford Motor</a>fell by more than 5%,<a href=\"https://laohu8.com/S/TSLA\">Tesla</a>Down nearly 4%,<a href=\"https://laohu8.com/S/RIVN\">Rivian</a>down 2.2%,<a href=\"https://laohu8.com/S/NIO\">Nio</a>It fell nearly 2%.</p><p><img src=\"https://static.tigerbbs.com/70964b41ebcc4ef7a7923eb9fa972abc\" tg-width=\"840\" tg-height=\"470\" referrerpolicy=\"no-referrer\"/></p><p></body></html></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>Most of the new energy vehicle sector in U.S. stocks fell lower, with Tesla falling nearly 4%</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\">\nMost of the new energy vehicle sector in U.S. stocks fell lower, with Tesla falling nearly 4%\n</h2>\n<h4 class=\"meta\">\n<a class=\"head\" href=\"https://laohu8.com/wemedia/102\">\n\n<div class=\"h-thumb\" style=\"background-image:url(https://static.tigerbbs.com/8274c5b9d4c2852bfb1c4d6ce16c68ba);background-size:cover;\"></div>\n\n<div class=\"h-content\">\n<p class=\"h-name\">老虎资讯综合 </p>\n<p class=\"h-time smaller\">2022-04-28 21:46</p>\n</div>\n</a>\n</h4>\n</header>\n<article>\n<p><html><head></head><body>On April 28th, most of the new energy vehicle sectors in U.S. stocks fell.<a href=\"https://laohu8.com/S/F\">Ford Motor</a>fell by more than 5%,<a href=\"https://laohu8.com/S/TSLA\">Tesla</a>Down nearly 4%,<a href=\"https://laohu8.com/S/RIVN\">Rivian</a>down 2.2%,<a href=\"https://laohu8.com/S/NIO\">Nio</a>It fell nearly 2%.</p><p><img src=\"https://static.tigerbbs.com/70964b41ebcc4ef7a7923eb9fa972abc\" tg-width=\"840\" tg-height=\"470\" referrerpolicy=\"no-referrer\"/></p><p></body></html></p>\n</article>\n</div>\n</body>\n</html>\n","type":0,"thumbnail":"https://static.tigerbbs.com/a530a2a17bc301499c9e286759c5657e","relate_stocks":{"161028":"新能源车","399417":"新能源车","BK4527":"明星科技股","BK4511":"特斯拉概念","TSLA":"特斯拉","BK4533":"AQR资本管理(全球第二大对冲基金)","BK4574":"无人驾驶","BK4548":"巴美列捷福持仓","RIVN":"Rivian Automotive, Inc.","BK4581":"高盛持仓","BK4555":"新能源车","BK4534":"瑞士信贷持仓","BK4550":"红杉资本持仓","BK4099":"汽车制造商","BK4551":"寇图资本持仓"},"source_url":"","is_english":false,"share_image_url":"https://static.laohu8.com/e9f99090a1c2ed51c021029395664489","article_id":"1123914915","content_text":"4月28日，美股新能源车板块多数走低，福特汽车跌超5%，特斯拉跌近4%，Rivian跌2.2%，蔚来跌近2%。","news_type":1,"symbols_score_info":{"161028":0.9,"399417":0.9,"RIVN":0.9,"TSLA":0.9}},"isVote":1,"tweetType":1,"viewCount":4464,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"EN","totalScore":0}],"defaultTab":"posts","isTTM":true}