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ys2
ys2
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2021-09-18
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ys2
ys2
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2021-09-09
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ys2
ys2
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2021-09-08
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Tesla Stock Rose On Tuesday for an Odd Reason<blockquote>特斯拉股价周二因奇怪原因上涨</blockquote>
It’s a down day for the market, but Tesla stock continues its recent run. Figuring out exactly why i
Tesla Stock Rose On Tuesday for an Odd Reason<blockquote>特斯拉股价周二因奇怪原因上涨</blockquote>
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ys2
ys2
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2021-09-04
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ys2
ys2
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2021-08-28
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ys2
ys2
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2021-08-20
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5 Stocks To Watch For August 20, 2021<blockquote>2021年8月20日值得关注的5只股票</blockquote>
Some of the stocks that may grab investor focus today are: Wall Street expects & John Deere Company
5 Stocks To Watch For August 20, 2021<blockquote>2021年8月20日值得关注的5只股票</blockquote>
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ys2
ys2
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2021-08-19
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Apple Seeing Surging China iPhone Demand, Analyst Says<blockquote>分析师称苹果看到中国iPhone需求激增</blockquote>
Apple is seeing huge demand for iPhones in China, a positive sign as the company heads into the expe
Apple Seeing Surging China iPhone Demand, Analyst Says<blockquote>分析师称苹果看到中国iPhone需求激增</blockquote>
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ys2
ys2
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2021-08-18
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Palantir: Lord Of Growth, ARK Invest, And Becoming Lord Of The Market<blockquote>Palantir:增长之王、方舟投资并成为市场之王</blockquote>
Summary Palantir increased its full-year 2021 adjusted free cash flow outlook by 100% and is now pr
Palantir: Lord Of Growth, ARK Invest, And Becoming Lord Of The Market<blockquote>Palantir:增长之王、方舟投资并成为市场之王</blockquote>
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ys2
ys2
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2021-08-14
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Chasing Tesla: Here are the current electric vehicle plans of every major car maker<blockquote>追逐特斯拉:以下是各大车厂目前的电动汽车计划</blockquote>
At President Joe Biden's urging, the auto industry pledged to boost production of electric vehicles
Chasing Tesla: Here are the current electric vehicle plans of every major car maker<blockquote>追逐特斯拉:以下是各大车厂目前的电动汽车计划</blockquote>
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ys2
ys2
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2021-08-13
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Figuring out exactly why i","content":"<p>It’s a down day for the market, but Tesla stock continues its recent run. Figuring out exactly why isn’t easy.</p><p><blockquote>对于市场来说,这是下跌的一天,但特斯拉股票继续近期的上涨。找出确切的原因并不容易。</blockquote></p><p> The S&P 500 lost 0.3% Tuesday. The Dow Jones Industrial Average gave up about 0.8%. Tesla (ticker: TSLA) stock, on the other hand, gained 2.6%. What gives?</p><p><blockquote>标普500周二下跌0.3%。道琼斯工业平均指数下跌约0.8%。另一方面,特斯拉(股票代码:TSLA)股价上涨2.6%。什么给?</blockquote></p><p> The biggest reason doesn’t seem to be a new bullish analyst or an official statement from the company. The reason seems to be a new one—even for Tesla. Rising optimism is based on tweets about an email that may or may not be real.</p><p><blockquote>最大的原因似乎不是新的看涨分析师或公司的官方声明。原因似乎是一个新的——即使对特斯拉来说也是如此。乐观情绪的上升是基于关于一封可能是真实的也可能不是真实的电子邮件的推文。</blockquote></p><p> It seems that CEO Elon Musk may have written an email to employees endorsing Cathie Wood’s $3,000 price target for Tesla stock. ARK Invest’s Wood believes that target can be hit by 2025. Musk believes that price is possible if Tesla executes “really well,” according to the email.</p><p><blockquote>看来首席执行官Elon Musk可能已经给员工写了一封电子邮件,支持Cathie Wood对特斯拉股票3000美元的目标价。ARK Invest的Wood认为,到2025年可以实现这一目标。根据邮件,马斯克认为,如果特斯拉执行得“非常好”,price是可能的。</blockquote></p><p> <img src=\"https://static.tigerbbs.com/1782ffe0eea2b6afe954b95d4248de13\" tg-width=\"501\" tg-height=\"745\" width=\"100%\" height=\"auto\"></p><p><blockquote></blockquote></p><p> Whether or not the email was sent by Musk isn’t known. Tesla didn’t respond to a request for comment. If it was, or wasn’t, is moot for investors Tuesday. Shares are rising again as the story circulates.</p><p><blockquote>目前尚不清楚这封电子邮件是否是马斯克发送的。特斯拉没有回应置评请求。周二,对于投资者来说,这是否是没有意义的。随着故事的流传,股价再次上涨。</blockquote></p><p> Solid execution for Tesla likely means opening up new manufacturing and battery capacity on schedule. Tesla is opening two plants—one in Texas and one in Germany—this year. The company wants to grow unit volumes at 50% for the foreseeable future. Part of that growth will be expanding product lines into more vehicle segments. Tesla has hinted at a $25,000 vehicle for a while. That would likely arrive around 2023.</p><p><blockquote>特斯拉的扎实执行可能意味着按计划开放新的制造和电池产能。特斯拉今年将开设两家工厂——一家在德克萨斯,一家在德国。该公司希望在可预见的未来将单位销量增长50%。这一增长的一部分将是将产品线扩展到更多的汽车领域。一段时间以来,特斯拉一直暗示将推出一款售价25,000美元的汽车。这可能会在2023年左右到来。</blockquote></p><p> Tesla would also need to make significant progress with its autonomous driving software.Wood believes that Tesla can have a fleet of self driving robotaxis by 2025. That business is a big reason for her bullish price target.</p><p><blockquote>特斯拉还需要在其自动驾驶软件方面取得重大进展。伍德认为,到2025年,特斯拉可以拥有一支自动驾驶机器人出租车车队。这项业务是她看涨价格目标的一个重要原因。</blockquote></p><p> Achieving full self driving technology—to the level that would allow driverless cabs—isn’t a given though. And other car companies are developing self driving technology too. And other technology companies—such as Waymo and the Motional joint venture between Hyundai Motor(005380.Korea) and Aptiv(APTV) — are working on robotaxis.</p><p><blockquote>然而,实现全自动驾驶技术——达到无人驾驶出租车的水平——并不是必然的。其他汽车公司也在开发自动驾驶技术。其他科技公司——例如Waymo以及现代汽车(005380.Korea)和Aptiv(APTV)之间的Motional合资企业——正在开发机器人出租车。</blockquote></p><p> Tesla stock is up about 7% year to date. But shares have recovered recently, rising more than 25% over the past three months. Strong demand for EVs across the globe as well as interest rate rises not being as bad as feared are two reasons for the recovery.</p><p><blockquote>特斯拉股价今年迄今已上涨约7%。但最近股价有所回升,过去三个月上涨了25%以上。全球对电动汽车的强劲需求以及利率上升并不像人们担心的那么糟糕是经济复苏的两个原因。</blockquote></p><p></p>","source":"lsy1601382232898","collect":0,"html":"<!DOCTYPE html>\n<html>\n<head>\n<meta http-equiv=\"Content-Type\" content=\"text/html; charset=utf-8\" />\n<meta name=\"viewport\" content=\"width=device-width,initial-scale=1.0,minimum-scale=1.0,maximum-scale=1.0,user-scalable=no\"/>\n<meta name=\"format-detection\" content=\"telephone=no,email=no,address=no\" />\n<title>Tesla Stock Rose On Tuesday for an Odd Reason<blockquote>特斯拉股价周二因奇怪原因上涨</blockquote></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\">\nTesla Stock Rose On Tuesday for an Odd Reason<blockquote>特斯拉股价周二因奇怪原因上涨</blockquote>\n</h2>\n<h4 class=\"meta\">\n<p class=\"head\">\n<strong class=\"h-name small\">Barrons</strong><span class=\"h-time small\">2021-09-08 09:59</span>\n</p>\n</h4>\n</header>\n<article>\n<p>It’s a down day for the market, but Tesla stock continues its recent run. Figuring out exactly why isn’t easy.</p><p><blockquote>对于市场来说,这是下跌的一天,但特斯拉股票继续近期的上涨。找出确切的原因并不容易。</blockquote></p><p> The S&P 500 lost 0.3% Tuesday. The Dow Jones Industrial Average gave up about 0.8%. Tesla (ticker: TSLA) stock, on the other hand, gained 2.6%. What gives?</p><p><blockquote>标普500周二下跌0.3%。道琼斯工业平均指数下跌约0.8%。另一方面,特斯拉(股票代码:TSLA)股价上涨2.6%。什么给?</blockquote></p><p> The biggest reason doesn’t seem to be a new bullish analyst or an official statement from the company. The reason seems to be a new one—even for Tesla. Rising optimism is based on tweets about an email that may or may not be real.</p><p><blockquote>最大的原因似乎不是新的看涨分析师或公司的官方声明。原因似乎是一个新的——即使对特斯拉来说也是如此。乐观情绪的上升是基于关于一封可能是真实的也可能不是真实的电子邮件的推文。</blockquote></p><p> It seems that CEO Elon Musk may have written an email to employees endorsing Cathie Wood’s $3,000 price target for Tesla stock. ARK Invest’s Wood believes that target can be hit by 2025. Musk believes that price is possible if Tesla executes “really well,” according to the email.</p><p><blockquote>看来首席执行官Elon Musk可能已经给员工写了一封电子邮件,支持Cathie Wood对特斯拉股票3000美元的目标价。ARK Invest的Wood认为,到2025年可以实现这一目标。根据邮件,马斯克认为,如果特斯拉执行得“非常好”,price是可能的。</blockquote></p><p> <img src=\"https://static.tigerbbs.com/1782ffe0eea2b6afe954b95d4248de13\" tg-width=\"501\" tg-height=\"745\" width=\"100%\" height=\"auto\"></p><p><blockquote></blockquote></p><p> Whether or not the email was sent by Musk isn’t known. Tesla didn’t respond to a request for comment. If it was, or wasn’t, is moot for investors Tuesday. Shares are rising again as the story circulates.</p><p><blockquote>目前尚不清楚这封电子邮件是否是马斯克发送的。特斯拉没有回应置评请求。周二,对于投资者来说,这是否是没有意义的。随着故事的流传,股价再次上涨。</blockquote></p><p> Solid execution for Tesla likely means opening up new manufacturing and battery capacity on schedule. Tesla is opening two plants—one in Texas and one in Germany—this year. The company wants to grow unit volumes at 50% for the foreseeable future. Part of that growth will be expanding product lines into more vehicle segments. Tesla has hinted at a $25,000 vehicle for a while. That would likely arrive around 2023.</p><p><blockquote>特斯拉的扎实执行可能意味着按计划开放新的制造和电池产能。特斯拉今年将开设两家工厂——一家在德克萨斯,一家在德国。该公司希望在可预见的未来将单位销量增长50%。这一增长的一部分将是将产品线扩展到更多的汽车领域。一段时间以来,特斯拉一直暗示将推出一款售价25,000美元的汽车。这可能会在2023年左右到来。</blockquote></p><p> Tesla would also need to make significant progress with its autonomous driving software.Wood believes that Tesla can have a fleet of self driving robotaxis by 2025. That business is a big reason for her bullish price target.</p><p><blockquote>特斯拉还需要在其自动驾驶软件方面取得重大进展。伍德认为,到2025年,特斯拉可以拥有一支自动驾驶机器人出租车车队。这项业务是她看涨价格目标的一个重要原因。</blockquote></p><p> Achieving full self driving technology—to the level that would allow driverless cabs—isn’t a given though. And other car companies are developing self driving technology too. And other technology companies—such as Waymo and the Motional joint venture between Hyundai Motor(005380.Korea) and Aptiv(APTV) — are working on robotaxis.</p><p><blockquote>然而,实现全自动驾驶技术——达到无人驾驶出租车的水平——并不是必然的。其他汽车公司也在开发自动驾驶技术。其他科技公司——例如Waymo以及现代汽车(005380.Korea)和Aptiv(APTV)之间的Motional合资企业——正在开发机器人出租车。</blockquote></p><p> Tesla stock is up about 7% year to date. But shares have recovered recently, rising more than 25% over the past three months. Strong demand for EVs across the globe as well as interest rate rises not being as bad as feared are two reasons for the recovery.</p><p><blockquote>特斯拉股价今年迄今已上涨约7%。但最近股价有所回升,过去三个月上涨了25%以上。全球对电动汽车的强劲需求以及利率上升并不像人们担心的那么糟糕是经济复苏的两个原因。</blockquote></p><p></p>\n<div class=\"bt-text\">\n\n\n<p> 来源:<a href=\"https://www.barrons.com/articles/tesla-stock-price-cathie-wood-51631030195?mod=hp_DAY_Theme_1_1\">Barrons</a></p>\n<p>为提升您的阅读体验,我们对本页面进行了排版优化</p>\n\n\n</div>\n</article>\n</div>\n</body>\n</html>\n","type":0,"thumbnail":"","relate_stocks":{"TSLA":"特斯拉"},"source_url":"https://www.barrons.com/articles/tesla-stock-price-cathie-wood-51631030195?mod=hp_DAY_Theme_1_1","is_english":true,"share_image_url":"https://static.laohu8.com/e9f99090a1c2ed51c021029395664489","article_id":"1180373758","content_text":"It’s a down day for the market, but Tesla stock continues its recent run. Figuring out exactly why isn’t easy.\nThe S&P 500 lost 0.3% Tuesday. The Dow Jones Industrial Average gave up about 0.8%. Tesla (ticker: TSLA) stock, on the other hand, gained 2.6%. What gives?\nThe biggest reason doesn’t seem to be a new bullish analyst or an official statement from the company. The reason seems to be a new one—even for Tesla. Rising optimism is based on tweets about an email that may or may not be real.\nIt seems that CEO Elon Musk may have written an email to employees endorsing Cathie Wood’s $3,000 price target for Tesla stock. ARK Invest’s Wood believes that target can be hit by 2025. Musk believes that price is possible if Tesla executes “really well,” according to the email.\n\nWhether or not the email was sent by Musk isn’t known. Tesla didn’t respond to a request for comment. If it was, or wasn’t, is moot for investors Tuesday. Shares are rising again as the story circulates.\nSolid execution for Tesla likely means opening up new manufacturing and battery capacity on schedule. Tesla is opening two plants—one in Texas and one in Germany—this year. The company wants to grow unit volumes at 50% for the foreseeable future. Part of that growth will be expanding product lines into more vehicle segments. Tesla has hinted at a $25,000 vehicle for a while. That would likely arrive around 2023.\nTesla would also need to make significant progress with its autonomous driving software.Wood believes that Tesla can have a fleet of self driving robotaxis by 2025. That business is a big reason for her bullish price target.\nAchieving full self driving technology—to the level that would allow driverless cabs—isn’t a given though. And other car companies are developing self driving technology too. And other technology companies—such as Waymo and the Motional joint venture between Hyundai Motor(005380.Korea) and Aptiv(APTV) — are working on robotaxis.\nTesla stock is up about 7% year to date. But shares have recovered recently, rising more than 25% over the past three months. Strong demand for EVs across the globe as well as interest rate rises not being as bad as feared are two reasons for the recovery.","news_type":1,"symbols_score_info":{"TSLA":0.9}},"isVote":1,"tweetType":1,"viewCount":1339,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"EN","totalScore":0},{"id":814000226,"gmtCreate":1630723741865,"gmtModify":1632906179288,"author":{"id":"4089032478443890","authorId":"4089032478443890","name":"ys2","avatar":"https://static.laohu8.com/default-avatar.jpg","crmLevel":12,"crmLevelSwitch":0,"followedFlag":false,"authorIdStr":"4089032478443890","idStr":"4089032478443890"},"themes":[],"htmlText":"👍","listText":"👍","text":"👍","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":7,"commentSize":0,"repostSize":0,"link":"https://laohu8.com/post/814000226","repostId":"2164803413","repostType":4,"isVote":1,"tweetType":1,"viewCount":1363,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"EN","totalScore":0},{"id":813984986,"gmtCreate":1630121475545,"gmtModify":1704956279286,"author":{"id":"4089032478443890","authorId":"4089032478443890","name":"ys2","avatar":"https://static.laohu8.com/default-avatar.jpg","crmLevel":12,"crmLevelSwitch":0,"followedFlag":false,"authorIdStr":"4089032478443890","idStr":"4089032478443890"},"themes":[],"htmlText":"👍🏼","listText":"👍🏼","text":"👍🏼","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":5,"commentSize":0,"repostSize":0,"link":"https://laohu8.com/post/813984986","repostId":"2162733980","repostType":4,"isVote":1,"tweetType":1,"viewCount":3031,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"EN","totalScore":0},{"id":836338895,"gmtCreate":1629453653917,"gmtModify":1633684735362,"author":{"id":"4089032478443890","authorId":"4089032478443890","name":"ys2","avatar":"https://static.laohu8.com/default-avatar.jpg","crmLevel":12,"crmLevelSwitch":0,"followedFlag":false,"authorIdStr":"4089032478443890","idStr":"4089032478443890"},"themes":[],"htmlText":"👍🏼","listText":"👍🏼","text":"👍🏼","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":4,"commentSize":0,"repostSize":0,"link":"https://laohu8.com/post/836338895","repostId":"1157072234","repostType":4,"repost":{"id":"1157072234","kind":"news","weMediaInfo":{"introduction":"Stock Market Quotes, Business News, Financial News, Trading Ideas, and Stock Research by Professionals","home_visible":0,"media_name":"Benzinga","id":"1052270027","head_image":"https://static.tigerbbs.com/d08bf7808052c0ca9deb4e944cae32aa"},"pubTimestamp":1629451322,"share":"https://www.laohu8.com/m/news/1157072234?lang=zh_CN&edition=full","pubTime":"2021-08-20 17:22","market":"us","language":"en","title":"5 Stocks To Watch For August 20, 2021<blockquote>2021年8月20日值得关注的5只股票</blockquote>","url":"https://stock-news.laohu8.com/highlight/detail?id=1157072234","media":"Benzinga","summary":"Some of the stocks that may grab investor focus today are:\n\nWall Street expects & John Deere Company","content":"<p>Some of the stocks that may grab investor focus today are:</p><p><blockquote>今天可能引起投资者关注的一些股票包括:</blockquote></p><p> <ul> <li>Wall Street expects <b>& <a href=\"https://laohu8.com/S/DE\">John Deere</a> Company</b> to report quarterly earnings at $4.57 per share on revenue of $10.30 billion before the opening bell. Deere shares rose 0.1% to $359.40 in after-hours trading.</li> <li><b><a href=\"https://laohu8.com/S/AMAT\">Applied Materials</a>, Inc.</b> reported better-than-expected results for its third quarter and issued strong forecast for the current quarter. Applied Materials shares, however, slipped 1.1% to $127.80 in the after-hours trading session.</li> <li>Analysts are expecting <b><a href=\"https://laohu8.com/S/FL\">Foot Locker</a>, Inc.</b> to have earned $1.00 per share on revenue of $2.09 billion for the latest quarter. The company will release earnings before the markets open. Foot Locker shares rose 2.4% to $55.70 in after-hours trading.</li> <li><b><a href=\"https://laohu8.com/S/ROST\">Ross</a> Stores, Inc.</b> reported stronger-than-expected results for its second quarter. The company said its sees Q3 earnings of $0.61 to $0.69 per share. Ross Stores shares fell 4.7% to $120.60 in the after-hours trading session.</li> <li>Analysts expect <b><a href=\"https://laohu8.com/S/BKE\">Buckle</a> Inc</b> to report quarterly earnings at $0.56 per share on revenue of $226.00 million before the opening bell. Buckle shares gained 3.1% to $44.38 in after-hours trading.</li> </ul></p><p><blockquote><ul><li>华尔街预计<b>&<a href=\"https://laohu8.com/S/DE\">约翰·Deere</a>公司</b>开盘前公布季度收益为每股4.57美元,营收为103亿美元。Deere股价在盘后交易中上涨0.1%,至359.40美元。</li><li><b><a href=\"https://laohu8.com/S/AMAT\">应用材料</a>,公司。</b>报告了好于预期的第三季度业绩,并发布了对本季度的强劲预测。然而,应用材料公司股价在盘后交易时段下跌1.1%,至127.80美元。</li><li>分析师预计<b><a href=\"https://laohu8.com/S/FL\">脚锁</a>,公司。</b>最近一个季度的营收为20.9亿美元,每股收益为1.00美元。该公司将在开市前发布财报。Foot Locker股价在盘后交易中上涨2.4%至55.70美元。</li><li><b><a href=\"https://laohu8.com/S/ROST\">罗斯</a>商店公司。</b>公布的第二季度业绩强于预期。该公司表示,预计第三季度每股收益为0.61美元至0.69美元。Ross Stores股价在盘后交易时段下跌4.7%,至120.60美元。</li><li>分析师预计<b><a href=\"https://laohu8.com/S/BKE\">扣</a>Inc</b>开盘前公布季度收益为每股0.56美元,营收为2.26亿美元。Buckle股价在盘后交易中上涨3.1%,至44.38美元。</li></ul></blockquote></p><p></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>5 Stocks To Watch For August 20, 2021<blockquote>2021年8月20日值得关注的5只股票</blockquote></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\">\n5 Stocks To Watch For August 20, 2021<blockquote>2021年8月20日值得关注的5只股票</blockquote>\n</h2>\n<h4 class=\"meta\">\n<div class=\"head\" \">\n\n<div class=\"h-thumb\" style=\"background-image:url(https://static.tigerbbs.com/d08bf7808052c0ca9deb4e944cae32aa);background-size:cover;\"></div>\n\n<div class=\"h-content\">\n<p class=\"h-name\">Benzinga </p>\n<p class=\"h-time smaller\">2021-08-20 17:22</p>\n</div>\n</div>\n</h4>\n</header>\n<article>\n<p>Some of the stocks that may grab investor focus today are:</p><p><blockquote>今天可能引起投资者关注的一些股票包括:</blockquote></p><p> <ul> <li>Wall Street expects <b>& <a href=\"https://laohu8.com/S/DE\">John Deere</a> Company</b> to report quarterly earnings at $4.57 per share on revenue of $10.30 billion before the opening bell. Deere shares rose 0.1% to $359.40 in after-hours trading.</li> <li><b><a href=\"https://laohu8.com/S/AMAT\">Applied Materials</a>, Inc.</b> reported better-than-expected results for its third quarter and issued strong forecast for the current quarter. Applied Materials shares, however, slipped 1.1% to $127.80 in the after-hours trading session.</li> <li>Analysts are expecting <b><a href=\"https://laohu8.com/S/FL\">Foot Locker</a>, Inc.</b> to have earned $1.00 per share on revenue of $2.09 billion for the latest quarter. The company will release earnings before the markets open. Foot Locker shares rose 2.4% to $55.70 in after-hours trading.</li> <li><b><a href=\"https://laohu8.com/S/ROST\">Ross</a> Stores, Inc.</b> reported stronger-than-expected results for its second quarter. The company said its sees Q3 earnings of $0.61 to $0.69 per share. Ross Stores shares fell 4.7% to $120.60 in the after-hours trading session.</li> <li>Analysts expect <b><a href=\"https://laohu8.com/S/BKE\">Buckle</a> Inc</b> to report quarterly earnings at $0.56 per share on revenue of $226.00 million before the opening bell. Buckle shares gained 3.1% to $44.38 in after-hours trading.</li> </ul></p><p><blockquote><ul><li>华尔街预计<b>&<a href=\"https://laohu8.com/S/DE\">约翰·Deere</a>公司</b>开盘前公布季度收益为每股4.57美元,营收为103亿美元。Deere股价在盘后交易中上涨0.1%,至359.40美元。</li><li><b><a href=\"https://laohu8.com/S/AMAT\">应用材料</a>,公司。</b>报告了好于预期的第三季度业绩,并发布了对本季度的强劲预测。然而,应用材料公司股价在盘后交易时段下跌1.1%,至127.80美元。</li><li>分析师预计<b><a href=\"https://laohu8.com/S/FL\">脚锁</a>,公司。</b>最近一个季度的营收为20.9亿美元,每股收益为1.00美元。该公司将在开市前发布财报。Foot Locker股价在盘后交易中上涨2.4%至55.70美元。</li><li><b><a href=\"https://laohu8.com/S/ROST\">罗斯</a>商店公司。</b>公布的第二季度业绩强于预期。该公司表示,预计第三季度每股收益为0.61美元至0.69美元。Ross Stores股价在盘后交易时段下跌4.7%,至120.60美元。</li><li>分析师预计<b><a href=\"https://laohu8.com/S/BKE\">扣</a>Inc</b>开盘前公布季度收益为每股0.56美元,营收为2.26亿美元。Buckle股价在盘后交易中上涨3.1%,至44.38美元。</li></ul></blockquote></p><p></p>\n</article>\n</div>\n</body>\n</html>\n","type":0,"thumbnail":"","relate_stocks":{"DE":"迪尔股份有限公司","ROST":"罗斯百货有限公司","AMAT":"应用材料","BKE":"巴克尔"},"is_english":true,"share_image_url":"https://static.laohu8.com/e9f99090a1c2ed51c021029395664489","article_id":"1157072234","content_text":"Some of the stocks that may grab investor focus today are:\n\nWall Street expects & John Deere Company to report quarterly earnings at $4.57 per share on revenue of $10.30 billion before the opening bell. Deere shares rose 0.1% to $359.40 in after-hours trading.\nApplied Materials, Inc. reported better-than-expected results for its third quarter and issued strong forecast for the current quarter. Applied Materials shares, however, slipped 1.1% to $127.80 in the after-hours trading session.\nAnalysts are expecting Foot Locker, Inc. to have earned $1.00 per share on revenue of $2.09 billion for the latest quarter. The company will release earnings before the markets open. Foot Locker shares rose 2.4% to $55.70 in after-hours trading.\nRoss Stores, Inc. reported stronger-than-expected results for its second quarter. The company said its sees Q3 earnings of $0.61 to $0.69 per share. Ross Stores shares fell 4.7% to $120.60 in the after-hours trading session.\nAnalysts expect Buckle Inc to report quarterly earnings at $0.56 per share on revenue of $226.00 million before the opening bell. Buckle shares gained 3.1% to $44.38 in after-hours trading.","news_type":1,"symbols_score_info":{"BKE":0.9,"DE":0.9,"FL":0.9,"ROST":0.9,"AMAT":0.9}},"isVote":1,"tweetType":1,"viewCount":2679,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"EN","totalScore":0},{"id":831732908,"gmtCreate":1629347582804,"gmtModify":1633685495991,"author":{"id":"4089032478443890","authorId":"4089032478443890","name":"ys2","avatar":"https://static.laohu8.com/default-avatar.jpg","crmLevel":12,"crmLevelSwitch":0,"followedFlag":false,"authorIdStr":"4089032478443890","idStr":"4089032478443890"},"themes":[],"htmlText":"👍🏼","listText":"👍🏼","text":"👍🏼","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":5,"commentSize":0,"repostSize":0,"link":"https://laohu8.com/post/831732908","repostId":"1118856541","repostType":4,"repost":{"id":"1118856541","kind":"news","pubTimestamp":1629345442,"share":"https://www.laohu8.com/m/news/1118856541?lang=zh_CN&edition=full","pubTime":"2021-08-19 11:57","market":"us","language":"en","title":"Apple Seeing Surging China iPhone Demand, Analyst Says<blockquote>分析师称苹果看到中国iPhone需求激增</blockquote>","url":"https://stock-news.laohu8.com/highlight/detail?id=1118856541","media":"Barrons","summary":"Apple is seeing huge demand for iPhones in China, a positive sign as the company heads into the expe","content":"<p>Apple is seeing huge demand for iPhones in China, a positive sign as the company heads into the expected launch of a new version of its flagship product sometime in September.</p><p><blockquote>苹果看到了中国对iPhone的巨大需求,这是一个积极的迹象,因为该公司预计将于9月某个时候推出其旗舰产品的新版本。</blockquote></p><p> In a research note, Morgan Stanley analyst Katy Huberty writes that based on disclosures from China’s Academy for Information and Communications Technology, she estimates Apple’s (ticker: AAPL) iPhone shipments in China in July were up 79% on a year-over-year basis, while China’s own handset vendors saw just a 27% increase over the same period. She also estimates that Apple grew its share of the installed base of smartphones in China by 90 basis points in the latest month to 20.7%, a 27-month high. (A basis point is 1/100th of a percentage point.)</p><p><blockquote>摩根士丹利分析师Katy Huberty在一份研究报告中写道,根据中国信息通信研究院的披露,她估计苹果(股票代码:AAPL)7月份在中国的iPhone出货量同比增长79%,而同期中国自己的手机供应商仅增长了27%。她还估计,最近一个月,苹果在中国智能手机装机量中的份额增长了90个基点,达到20.7%,创27个月来新高。(一个基点是百分之一。)</blockquote></p><p> Huberty estimates that both Samsung Electronics and Huawei Technologies lost market share in China in the latest month, with small market-share gains for the domestic phone makers Oppo, Vivo, and Xiaomi.</p><p><blockquote>休伯蒂估计,三星电子和华为技术公司最近一个月在中国的市场份额都有所下降,而国内手机制造商Oppo、Vivo和小米的市场份额略有增长。</blockquote></p><p> She says that the iPhone 12 and iPhone 12 Pro Max are the most popular models in China, but that iPhone 11 sales remain “resilient.”</p><p><blockquote>她表示,iPhone 12和iPhone 12 Pro Max是中国最受欢迎的机型,但iPhone 11的销售仍然“有弹性”。</blockquote></p><p> “We believe these data points support our view that the iPhone can see continued shipment strength after the launch of the new iPhone 13 model” this fall, she writes.</p><p><blockquote>她写道,“我们相信这些数据点支持了我们的观点,即在今年秋天推出新款iPhone 13机型后,iPhone的出货量将持续强劲”。</blockquote></p><p></p>","source":"lsy1601382232898","collect":0,"html":"<!DOCTYPE html>\n<html>\n<head>\n<meta http-equiv=\"Content-Type\" content=\"text/html; charset=utf-8\" />\n<meta name=\"viewport\" content=\"width=device-width,initial-scale=1.0,minimum-scale=1.0,maximum-scale=1.0,user-scalable=no\"/>\n<meta name=\"format-detection\" content=\"telephone=no,email=no,address=no\" />\n<title>Apple Seeing Surging China iPhone Demand, Analyst Says<blockquote>分析师称苹果看到中国iPhone需求激增</blockquote></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\">\nApple Seeing Surging China iPhone Demand, Analyst Says<blockquote>分析师称苹果看到中国iPhone需求激增</blockquote>\n</h2>\n<h4 class=\"meta\">\n<p class=\"head\">\n<strong class=\"h-name small\">Barrons</strong><span class=\"h-time small\">2021-08-19 11:57</span>\n</p>\n</h4>\n</header>\n<article>\n<p>Apple is seeing huge demand for iPhones in China, a positive sign as the company heads into the expected launch of a new version of its flagship product sometime in September.</p><p><blockquote>苹果看到了中国对iPhone的巨大需求,这是一个积极的迹象,因为该公司预计将于9月某个时候推出其旗舰产品的新版本。</blockquote></p><p> In a research note, Morgan Stanley analyst Katy Huberty writes that based on disclosures from China’s Academy for Information and Communications Technology, she estimates Apple’s (ticker: AAPL) iPhone shipments in China in July were up 79% on a year-over-year basis, while China’s own handset vendors saw just a 27% increase over the same period. She also estimates that Apple grew its share of the installed base of smartphones in China by 90 basis points in the latest month to 20.7%, a 27-month high. (A basis point is 1/100th of a percentage point.)</p><p><blockquote>摩根士丹利分析师Katy Huberty在一份研究报告中写道,根据中国信息通信研究院的披露,她估计苹果(股票代码:AAPL)7月份在中国的iPhone出货量同比增长79%,而同期中国自己的手机供应商仅增长了27%。她还估计,最近一个月,苹果在中国智能手机装机量中的份额增长了90个基点,达到20.7%,创27个月来新高。(一个基点是百分之一。)</blockquote></p><p> Huberty estimates that both Samsung Electronics and Huawei Technologies lost market share in China in the latest month, with small market-share gains for the domestic phone makers Oppo, Vivo, and Xiaomi.</p><p><blockquote>休伯蒂估计,三星电子和华为技术公司最近一个月在中国的市场份额都有所下降,而国内手机制造商Oppo、Vivo和小米的市场份额略有增长。</blockquote></p><p> She says that the iPhone 12 and iPhone 12 Pro Max are the most popular models in China, but that iPhone 11 sales remain “resilient.”</p><p><blockquote>她表示,iPhone 12和iPhone 12 Pro Max是中国最受欢迎的机型,但iPhone 11的销售仍然“有弹性”。</blockquote></p><p> “We believe these data points support our view that the iPhone can see continued shipment strength after the launch of the new iPhone 13 model” this fall, she writes.</p><p><blockquote>她写道,“我们相信这些数据点支持了我们的观点,即在今年秋天推出新款iPhone 13机型后,iPhone的出货量将持续强劲”。</blockquote></p><p></p>\n<div class=\"bt-text\">\n\n\n<p> 来源:<a href=\"https://www.barrons.com/articles/apple-seeing-surging-china-iphone-demand-analyst-says-51629302575?mod=RTA\">Barrons</a></p>\n<p>为提升您的阅读体验,我们对本页面进行了排版优化</p>\n\n\n</div>\n</article>\n</div>\n</body>\n</html>\n","type":0,"thumbnail":"","relate_stocks":{"AAPL":"苹果"},"source_url":"https://www.barrons.com/articles/apple-seeing-surging-china-iphone-demand-analyst-says-51629302575?mod=RTA","is_english":true,"share_image_url":"https://static.laohu8.com/e9f99090a1c2ed51c021029395664489","article_id":"1118856541","content_text":"Apple is seeing huge demand for iPhones in China, a positive sign as the company heads into the expected launch of a new version of its flagship product sometime in September.\nIn a research note, Morgan Stanley analyst Katy Huberty writes that based on disclosures from China’s Academy for Information and Communications Technology, she estimates Apple’s (ticker: AAPL) iPhone shipments in China in July were up 79% on a year-over-year basis, while China’s own handset vendors saw just a 27% increase over the same period. She also estimates that Apple grew its share of the installed base of smartphones in China by 90 basis points in the latest month to 20.7%, a 27-month high. (A basis point is 1/100th of a percentage point.)\nHuberty estimates that both Samsung Electronics and Huawei Technologies lost market share in China in the latest month, with small market-share gains for the domestic phone makers Oppo, Vivo, and Xiaomi.\nShe says that the iPhone 12 and iPhone 12 Pro Max are the most popular models in China, but that iPhone 11 sales remain “resilient.”\n“We believe these data points support our view that the iPhone can see continued shipment strength after the launch of the new iPhone 13 model” this fall, she writes.","news_type":1,"symbols_score_info":{"AAPL":0.9}},"isVote":1,"tweetType":1,"viewCount":2485,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"EN","totalScore":0},{"id":833708505,"gmtCreate":1629260034807,"gmtModify":1633686141163,"author":{"id":"4089032478443890","authorId":"4089032478443890","name":"ys2","avatar":"https://static.laohu8.com/default-avatar.jpg","crmLevel":12,"crmLevelSwitch":0,"followedFlag":false,"authorIdStr":"4089032478443890","idStr":"4089032478443890"},"themes":[],"htmlText":"👍🏼","listText":"👍🏼","text":"👍🏼","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":7,"commentSize":1,"repostSize":0,"link":"https://laohu8.com/post/833708505","repostId":"1195810252","repostType":4,"repost":{"id":"1195810252","kind":"news","pubTimestamp":1629258706,"share":"https://www.laohu8.com/m/news/1195810252?lang=zh_CN&edition=full","pubTime":"2021-08-18 11:51","market":"us","language":"en","title":"Palantir: Lord Of Growth, ARK Invest, And Becoming Lord Of The Market<blockquote>Palantir:增长之王、方舟投资并成为市场之王</blockquote>","url":"https://stock-news.laohu8.com/highlight/detail?id=1195810252","media":"seekingalpha","summary":"Summary\n\nPalantir increased its full-year 2021 adjusted free cash flow outlook by 100% and is now pr","content":"<p><b>Summary</b></p><p><blockquote><b>总结</b></blockquote></p><p> <ul> <li>Palantir increased its full-year 2021 adjusted free cash flow outlook by 100% and is now projecting $300+ million while maintaining its 30%+ annual revenue growth through 2025.</li> <li>Palantir added 20 new customers in Q2 2021, its average revenue per customer increased 19% to $7.9 million, and average revenue per top 20 customers grew 36% to $39 million.</li> <li>Palantir ended Q2 2021 with $3.4 billion in total remaining deal value, which was an increase of 63% YoY.</li> <li>I believe Palantir is being conservative, and based on its growth rates, will exceed $400 million in Q3 2021 revenue and produce another earnings beat.</li> </ul> <p class=\"t-img-caption\"><img src=\"https://static.tigerbbs.com/83b3fc1e0f8404557baa075b9aa8d122\" tg-width=\"768\" tg-height=\"516\" width=\"100%\" height=\"auto\"><span>Scott Olson/Getty Images News</span></p><p><blockquote><ul><li>Palantir将2021年全年调整后自由现金流预期提高了100%,目前预计将达到3亿美元以上,同时到2025年保持30%以上的年收入增长。</li><li>Palantir在2021年第二季度增加了20个新客户,每个客户的平均收入增长了19%,达到790万美元,前20名客户的平均收入增长了36%,达到3900万美元。</li><li>截至2021年第二季度,Palantir的剩余交易总额为34亿美元,同比增长63%。</li><li>我认为Palantir是保守的,根据其增长率,2021年第三季度的收入将超过4亿美元,并再次实现盈利增长。</li></ul><p class=\"t-img-caption\"><span>斯科特·奥尔森/盖蒂图片社新闻</span></p></blockquote></p><p> Only time will tell if the bears concede and reverse their stance on Palantir(NYSE:PLTR). It's been a tug of war, and commentators have made statements such as \"I think it's too much of a black box to get a real read on the business.\"PLTR is coming out of earnings season as the lord of the earnings as revenue increased by 49% YoY, and PLTR raises its 2021 full-year outlook.ARK Invest took the opportunity to add 5.2 million shares on Thursday after earnings were announced through six individual purchases throughout the day. I continuously become more bullish on PLTR after each earnings report, and Q2 2021 didn't disappoint.</p><p><blockquote>只有时间才能证明空头是否会让步并改变对Palantir(纽约证券交易所股票代码:PLTR)的立场。这是一场拉锯战,评论员们发表了诸如“我认为这是一个太多的黑匣子,无法真正了解该业务。”PLTR即将结束财报季,成为财报之王,营收同比增长49%,PLTR上调了2021年全年预期。周四,ARK Invest趁机增持了520万股全天六次单独购买。每份收益报告发布后,我不断更加看好PLTR,2021年第二季度也没有让人失望。</blockquote></p><p> Over the last decade, software companies have experienced an extraordinary bull market as the evolution of technology transformed the business landscape. Regardless of the sector, evolution never stops, and in 2021, technology has become the backbone of enterprise. I wish the bears would get past the fact that PLTR can't discuss part of its business as it's a matter of national security. Being a top vendor with the United States government is positive, and all that matters are the numbers being reported. As investors, we don't need the details of what PLTR is doing with the military. The United States Government and PLTR both report what entities are doing business with PLTR, the contract duration, and the monetary value of the contract. The second jab bears would make against PLTR was the lack of commercial contracts. After the first six months of 2021, PLTR has put this to bed as its commercial customer count grew by 20% QoQ while commercial revenue increased 28% YoY. PLTR is becoming one of the most important software companies of the decade, and we have only begun to scratch the surface.</p><p><blockquote>在过去的十年里,随着技术的发展改变了商业格局,软件公司经历了一场非同寻常的牛市。无论哪个领域,进化从未停止,2021年,技术已经成为企业的支柱。我希望看空者能够忘记PLTR不能讨论其部分业务的事实,因为这关系到国家安全。成为美国政府的顶级供应商是积极的,重要的是报告的数字。作为投资者,我们不需要PLTR与军方合作的细节。美国政府和PLTR都报告了哪些实体与PLTR开展业务、合同期限和合同的货币价值。空头对PLTR的第二个攻击是缺乏商业合同。2021年前六个月后,PLTR已经解决了这一问题,其商业客户数量环比增长20%,而商业收入同比增长28%。PLTR正在成为十年来最重要的软件公司之一,而我们才刚刚开始触及表面。</blockquote></p><p> <p class=\"t-img-caption\"><img src=\"https://static.tigerbbs.com/99232f45d9109619c997717e11f2cba2\" tg-width=\"640\" tg-height=\"362\" width=\"100%\" height=\"auto\"><span>(Source: Palantir)</span></p><p><blockquote><p class=\"t-img-caption\"><span>(来源:Palantir)</span></p></blockquote></p><p> <b>Palantir continues to strengthen its government business</b></p><p><blockquote><b>Palantir继续加强其政府业务</b></blockquote></p><p> As an American, I am proud to be a shareholder of PLTR. We need more companies aligned with providing the best solutions possible to our government agencies. PLTR continues to strengthen its relationship with the most powerful government globally, which is mutually beneficial. The United States Government gets the most sophisticated software applications while PLTR generates millions in additional revenue each quarter. Going back to PLTR's previous quarterly presentations, I mapped out the government business sector's growth. I would ask why the stigma of being a \"black box\" diminishes PLTR as the numbers are reported, and that's what matters?</p><p><blockquote>作为一名美国人,我很自豪能成为PLTR的股东。我们需要更多的公司为我们的政府机构提供最佳解决方案。PLTR继续加强与全球最强大政府的关系,这是互利的。美国政府获得最复杂的软件应用程序,而PLTR每季度产生数百万美元的额外收入。回到PLTR之前的季度演示,我描绘了政府商业部门的增长情况。我会问,为什么当数字被报道时,作为“黑匣子”的耻辱会削弱PLTR,这才是最重要的?</blockquote></p><p> <p class=\"t-img-caption\"><img src=\"https://static.tigerbbs.com/7325d0dd43a97bbc6426a6f2bda7b460\" tg-width=\"640\" tg-height=\"373\" width=\"100%\" height=\"auto\"><span>(Source: Steven Fiorillo) (Data Source: Palantir)</span></p><p><blockquote><p class=\"t-img-caption\"><span>(来源:Steven Fiorillo)(数据来源:Palantir)</span></p></blockquote></p><p> Over the past seven quarters, PLTR has increased its quarterly revenue from its government contracts by 139.18% ($135 million). PLTR's average quarterly growth rate has been 13.24% as they have added an average of $19.29 million in government contract value to its revenue since Q3 2019. When looking at the trailing twelve months (TTM) quarterly, PLTR has increased its TTM government revenue by $335 million (73.14%) over the past year. PLTR's TTM revenue at the end of Q2 2021 has grown to $793 million from $458 million in Q2 2020. Over the past four quarters, PLTR's government revenue TTM has grown by an average of $83.75 million with an average growth rate of 18.29% QoQ.</p><p><blockquote>在过去的七个季度中,PLTR来自政府合同的季度收入增长了139.18%(1.35亿美元)。PLTR的平均季度增长率为13.24%,自2019年第三季度以来,他们的收入平均增加了1929万美元的政府合同价值。从过去12个月(TTM)季度来看,PLTR的TTM政府收入在过去一年中增加了3.35亿美元(73.14%)。PLTR截至2021年第二季度末的TTM收入已从2020年第二季度的4.58亿美元增长至7.93亿美元。过去四个季度,PLTR的政府收入TTM平均增长8375万美元,环比平均增长率为18.29%。</blockquote></p><p></p><p> It's perplexing how individuals neglect to give PLTR's government business the credit it deserves. InQ2 2021, PLTR signed new deals with the U.S. Army, Air Force, and Coast Guard, including a two-year $100 million deal with SOCOM. PLTR also signed new contracts with HHS and the CDC. This included expanding PLTR's efforts to help the U.S. manage vaccine production, distribution, and administration. Using the Federal Procurement Data System as a source of reference, PLTR had inked 17 government contracts that had been uploaded. Reading through the agencies PLTR supports, including the U.S. Coast Guard, the Securities and Exchange Commission, the Internal Revenue Service, the Federal Aviation Administration, and the Food and Drug Administration, PLTR continues to solidify itself as one of the premier vendors to good old Uncle Sam.</p><p><blockquote>令人费解的是,个人如何忽视给予PLTR的政府业务应有的信任。2021年第二季度,PLTR与美国陆军、空军和海岸警卫队签署了新协议,其中包括与SOCOM签订的为期两年、价值1亿美元的协议。PLTR还与HHS和CDC签署了新合同。这包括扩大PLTR帮助美国管理疫苗生产、分销和管理的努力。PLTR以联邦采购数据系统为参考来源,签署了17份已上传的政府合同。通过阅读PLTR支持的机构,包括美国海岸警卫队、证券交易委员会、国税局、联邦航空管理局和食品药品监督管理局,PLTR继续巩固自己作为优秀供应商之一的地位。老山姆大叔。</blockquote></p><p> <p class=\"t-img-caption\"><img src=\"https://static.tigerbbs.com/89cfe7d516eccbc1e388ce2c9d9bf22d\" tg-width=\"624\" tg-height=\"239\" width=\"100%\" height=\"auto\"><span>(Source: Steven Fiorillo) (Data Source: Federal Procurement Data System)</span></p><p><blockquote><p class=\"t-img-caption\"><span>(来源:Steven Fiorillo)(数据来源:联邦采购数据系统)</span></p></blockquote></p><p> <b>Palantir's commercial business is becoming larger</b></p><p><blockquote><b>Palantir的商业业务规模越来越大</b></blockquote></p><p> One of the major complaints and criticisms from the bears has been the lack of commercial business PLTR generated. Many had subscribed to the logic that building the rapport on the commercial side would be challenging because PLTR was a black box, and nobody knew what they did. Many had indicated that this wouldn't be a worthwhile investment unless PLTR could prove that their software could be utilized and implemented on the commercial side. It turns out that PLTR continues to blow holes directly through this theory as the commercial side continues to grow.</p><p><blockquote>空头的主要抱怨和批评之一是PLTR产生的商业业务的缺乏。许多人赞同这样的逻辑,即在商业方面建立融洽的关系将具有挑战性,因为PLTR是一个黑匣子,没有人知道他们在做什么。许多人表示,除非PLTR能够证明他们的软件可以在商业方面得到利用和实施,否则这不是一项值得的投资。事实证明,随着商业方面的不断增长,PLTR继续直接突破这一理论。</blockquote></p><p> <p class=\"t-img-caption\"><img src=\"https://static.tigerbbs.com/46599961a2896393d62866415c1041ab\" tg-width=\"640\" tg-height=\"362\" width=\"100%\" height=\"auto\"><span>(Source: Palantir)</span></p><p><blockquote><p class=\"t-img-caption\"><span>(来源:Palantir)</span></p></blockquote></p><p> At the end of Q2 2021, PLTR had increased their commercial revenue quarterly by $50 million (53.2%) over the past seven quarters. PLTR has experienced QoQ growth at an average rate of $7.14 million or 7.6%. At the end of Q2 2020, PLTR had generated $443 million in revenue from its commercial business contracts for the TTM. Over the past year, this had increased by $93 million or 21%, as commercial accounted for $536 million of PLTR's revenue in the TTM. Over the past four quarters, PLTR's commercial TTM revenue has increased at an average of $23.25 million or 4.91% QoQ.</p><p><blockquote>截至2021年第二季度末,PLTR的商业收入在过去七个季度中每季度增加了5000万美元(53.2%)。PLTR的平均环比增长为714万美元,即7.6%。截至2020年第二季度末,PLTR已从TTM商业业务合同中创造了4.43亿美元的收入。在过去的一年里,这一数字增加了9300万美元,即21%,因为商业收入占PLTR在TTM收入的5.36亿美元。过去四个季度,PLTR的商业TTM收入平均增长2325万美元,环比增长4.91%。</blockquote></p><p> <p class=\"t-img-caption\"><img src=\"https://static.tigerbbs.com/451518a91166bccfcbbc7d6207923cb1\" tg-width=\"640\" tg-height=\"373\" width=\"100%\" height=\"auto\"><span>(Source: Steven Fiorillo) (Data Source: Palantir)</span></p><p><blockquote><p class=\"t-img-caption\"><span>(来源:Steven Fiorillo)(数据来源:Palantir)</span></p></blockquote></p><p> <b>Palantir continues to be a growth machine from contracts down to its customers</b></p><p><blockquote><b>Palantir继续成为从合同到客户的增长机器</b></blockquote></p><p> Business is flourishing at PLTR as its Q2 and first half 2021 revenue both increased by 49% YoY. In Q2 2021, PLTR's overall revenue increased from $252 million ($112 million commercial, $140 million government) to $376 million ($144 million commercial, $232 million government). For the first half of 2021, PLTR has generated $717 million in revenue compared to $481 million for the same period in 2020, increasing $236 million. Over the past seven quarters, PLTR's total revenue has increased at an average rate of $26.43 million or 10.32% QoQ.</p><p><blockquote>PLTR业务蓬勃发展,2021年第二季度和上半年收入均同比增长49%。2021年第二季度,PLTR的总收入从2.52亿美元(商业1.12亿美元,政府1.4亿美元)增加到3.76亿美元(商业1.44亿美元,政府2.32亿美元)。2021年上半年,PLTR创造了7.17亿美元的收入,而2020年同期为4.81亿美元,增加了2.36亿美元。过去七个季度,PLTR的总收入平均增长2643万美元,环比增长10.32%。</blockquote></p><p> <p class=\"t-img-caption\"><img src=\"https://static.tigerbbs.com/3c45075d03249129a54c5e54c77da358\" tg-width=\"640\" tg-height=\"373\" width=\"100%\" height=\"auto\"><span>(Source: Steven Fiorillo) (Data Source: Palantir)</span></p><p><blockquote><p class=\"t-img-caption\"><span>(来源:Steven Fiorillo)(数据来源:Palantir)</span></p></blockquote></p><p> Every important metric is increasing for PLTR, and the bears should pay attention to these metrics. In Q2, PLTR added 20 new customers as their total commercial customer count increased 13% QoQ to 169. Since the close of 2020, in the first half of 2021, PLTR has increased its commercial customers by 21.58%. PLTR closed Q2 with $3.4 billion in total remaining deal value, which was an increase of 63% YoY, growing from $2.1 billion at the end of Q2 2020. PLTR's average revenue generated per customer has increased 19% from $6.6 million to $7.9 million for the TTM at the end of Q2 2021, compared to Q2 2020. What's more impressive is the growth throughout PLTR's largest customers. PLTR's average revenue per top 20 customers has increased by 36%, from $29 million to $39 million YoY for the TTM.</p><p><blockquote>PLTR的每一个重要指标都在增加,空头应该关注这些指标。第二季度,PLTR增加了20个新客户,其商业客户总数环比增长13%至169个。自2020年底以来,2021年上半年,PLTR的商业客户增长了21.58%。PLTR在第二季度结束时的剩余交易总额为34亿美元,同比增长63%,较2020年第二季度末的21亿美元有所增长。与2020年第二季度相比,截至2021年第二季度末,PLTR TTM每位客户的平均收入增长了19%,从660万美元增至790万美元。更令人印象深刻的是PLTR最大客户的增长。PLTR每前20名客户的平均收入同比增长了36%,从2900万美元增至3900万美元。</blockquote></p><p></p><p> Many companies that are considered growth companies have impressive revenue gains, but what separates PLTR from others is their increasing margins and adjusted free cash flow. As PLTR gains customers and signed contracts, their margins have been improving, which has led to positive free cash flow. PLTR's adjusted gross margin is 82%, and its contribution margin is 58%. In Q2 2021, PLTR produced $117 million in adjusted operating income, which increased $88 million (303.45%) YoY. PLTR's adjusted operating margin came in at 31% compared to their 23% guidance level. In the first half of 2020, PLTR reported -$232 million of adjusted free cash flow. Over the past year, PLTR has made tremendous progress as their adjusted free cash flow in the first half of 2021 was $201 million, which represented a margin of 28%.</p><p><blockquote>许多被认为是成长型公司的公司都有令人印象深刻的收入增长,但PLTR与其他公司的区别在于其不断增长的利润率和调整后的自由现金流。随着PLTR赢得客户并签署合同,他们的利润率一直在提高,从而带来了正的自由现金流。PLTR调整后毛利率为82%,贡献率为58%。2021年第二季度,PLTR调整后营业收入为1.17亿美元,同比增长8800万美元(303.45%)。PLTR调整后的营业利润率为31%,而指导水平为23%。2020年上半年,PLTR报告调整后自由现金流为-2.32亿美元。在过去的一年里,PLTR取得了巨大进展,2021年上半年调整后的自由现金流为2.01亿美元,利润率为28%。</blockquote></p><p> PLTR is growing its commercial customers, gaining government contracts, increasing its revenue quarterly, and is free cash flow positive. PLTR raised its 2021 full-year guidance and confirmed the theory by many PLTR bulls that their guidance was conservative. PLTR increased its adjusted free cash flow guidance by 100% as it increased from $150 million to $300 million for 2021. PLTR is still projecting a 30% revenue growth rate for 2021 and on an annual basis through 2025. PLTR has set the bar for Q3 2021 at $385 million for total revenue, which would be a QoQ increase of $9 million (2.4%) and a YoY increase of $95 million (32.76%).</p><p><blockquote>PLTR正在增加其商业客户,获得政府合同,增加季度收入,并且自由现金流为正。PLTR上调了2021年全年指引,并证实了许多PLTR多头的理论,即他们的指引是保守的。PLTR将调整后的自由现金流指引从2021年的1.5亿美元增加到3亿美元,提高了100%。PLTR仍预计2021年收入增长率为30%,到2025年每年增长率为30%。PLTR将2021年第三季度的总收入设定为3.85亿美元,环比增长900万美元(2.4%),同比增长9500万美元(32.76%)。</blockquote></p><p> <p class=\"t-img-caption\"><img src=\"https://static.tigerbbs.com/28cf6fb10eaa83fcdee57a7faa0f478e\" tg-width=\"640\" tg-height=\"728\" width=\"100%\" height=\"auto\"><span>(Source: Palantir)</span></p><p><blockquote><p class=\"t-img-caption\"><span>(来源:Palantir)</span></p></blockquote></p><p> <b>Palantir is most likely understating Q3 2021 revenue estimates</b></p><p><blockquote><b>Palantir很可能低估了2021年第三季度的收入预期</b></blockquote></p><p> PLTR guided for $385 million revenue in Q3 2021. I will make an educated prediction and say this is low, and the actual number will be closer to $406 million. Going back to Q3 2019, PLTR has grown its commercial customer quarterly revenue at an average rate of 7.14% QoQ. PLTR's government revenue has increased at an average rate of 13.34% QoQ since Q3 2019. Putting these growth rates to the side for a moment, PLTR has inked five new contracts in Q3 2021 according to the Federal Procurement Data System for a total contract value of $102.82 million, of which $14.78 million are current action obligations. This indicates that growth will be similar to previous quarters on the government side as this is on pace with Q2 2021.</p><p><blockquote>PLTR预计2021年第三季度收入为3.85亿美元。我会做一个有根据的预测,说这个数字很低,实际数字会更接近4.06亿美元。回到2019年第三季度,PLTR的商业客户季度收入平均环比增长7.14%。自2019年第三季度以来,PLTR的政府收入平均环比增长13.34%。暂时抛开这些增长率不谈,根据联邦采购数据系统的数据,PLTR在2021年第三季度签署了五份新合同,合同总价值为1.0282亿美元,其中1,478万美元是当前行动义务。这表明政府方面的增长将与前几个季度相似,因为这与Q2 2021保持同步。</blockquote></p><p> <p class=\"t-img-caption\"><img src=\"https://static.tigerbbs.com/c231bdbc525594bc8fec4ab79cf996cb\" tg-width=\"624\" tg-height=\"96\" width=\"100%\" height=\"auto\"><span>(Source: Steven Fiorillo) (Data Source: Federal Procurement Data System)</span></p><p><blockquote><p class=\"t-img-caption\"><span>(来源:Steven Fiorillo)(数据来源:联邦采购数据系统)</span></p></blockquote></p><p> Assuming that PLTR's growth rates follow its previous trend and I use a conservative estimate of 5% on the commercial side and 10% on the government side, PLTR would generate $151.20 million in revenue from the commercial business and $255.20 million from the government business for a total of $406.40 million in total Q3 revenue. Using the same methodology, PLTR would generate $439.48 million in Q4 2021 total revenue placing their total annual revenue for 2021 at $1.562.88 billion. If this works out, PLTR's prediction of 30% plus revenue growth in 2021 would be an understatement as its revenue would grow by $469.88 million YoY or 42.99%. I would also assume that the increased guidance for the adjusted free cash flow of $300+ million would be on the low end.</p><p><blockquote>假设PLTR的增长率遵循之前的趋势,我保守估计商业方面为5%,政府方面为10%,PLTR将从商业业务中产生1.512亿美元的收入,从政府业务中产生2.552亿美元的收入,第三季度总收入为4.064亿美元。使用相同的方法,PLTR将在2021年第四季度产生4.3948亿美元的总收入,使其2021年的总收入达到15.628.8亿美元。如果实现这一目标,PLTR对2021年收入增长30%以上的预测将是一种保守的说法,因为其收入将同比增长4.6988亿美元,即42.99%。我还假设调整后自由现金流3亿美元以上的增加指导将处于低端。</blockquote></p><p> <p class=\"t-img-caption\"><img src=\"https://static.tigerbbs.com/30733619dbdb3bff53f3348208a9d46c\" tg-width=\"624\" tg-height=\"247\" width=\"100%\" height=\"auto\"><span>(Source: Steven Fiorillo) (Data Source: Palantir)</span></p><p><blockquote><p class=\"t-img-caption\"><span>(来源:Steven Fiorillo)(数据来源:Palantir)</span></p></blockquote></p><p> <b>ARK Invest loaded the boat and purchased 5.2 million shares after Thursday's earnings were released</b></p><p><blockquote><b>ARK Invest在周四财报发布后买入520万股</b></blockquote></p><p> I know that some readers dislike when I discuss the trades over at ARK Invest regarding PLTR, so I will apologize in advance. I apologize to anyone who I offend. Personally, I love when ARK Invest buys shares because Cathie Wood and her team have tremendous foresight when spotting future trends. The email notification I received from ARK Invest Thursday trades made my jaw drop. PLTR was added across the board to theirsix active ETFswith the following allocations:</p><p><blockquote>我知道有些读者不喜欢我在ARK Invest讨论有关PLTR的交易,所以我提前道歉。我向我冒犯的任何人道歉。就我个人而言,我喜欢ARK Invest购买股票,因为Cathie Wood和她的团队在发现未来趋势时具有巨大的远见。我从ARK Invest周四交易收到的电子邮件通知让我瞠目结舌。PLTR被全面添加到他们的六只主动ETF中,分配如下:</blockquote></p><p> <ul> <li>ARK Innovation ETF(NYSEARCA:ARKK)2.29 million shares</li> <li>ARK Genomic Revolution Multi-Sector ETF(BATS:ARKG)1.72 million shares</li> <li>ARK Next Generation Internet ETF(NYSEARCA:ARKW)587,000 shares</li> <li>ARK Autonomous Technology & Robotics ETF(BATS:ARKQ)559,000 shares</li> <li>ARK Fintech Innovation ETF(NYSEARCA:ARKF)370,000 shares</li> <li>ARK Space Exploration ETF(BATS:ARKX)61,000 shares</li> </ul> <p class=\"t-img-caption\"><img src=\"https://static.tigerbbs.com/d3bdea6effd5d278e32854efcca02047\" tg-width=\"640\" tg-height=\"1165\" width=\"100%\" height=\"auto\"><span>(Source: ARK Invest)</span></p><p><blockquote><ul><li>ARK Innovation ETF(NYSEARCA:ARKK)229万股</li><li>方舟基因组革命多板块ETF(BATS:ARKG)172万股</li><li>ARK下一代互联网ETF(NYSEARCA:ARKW)587,000股</li><li>ARK自主技术与机器人ETF(BATS:ARKQ)559,000股</li><li>方舟金融科技创新ETF(NYSEARCA:ARKF)370,000股</li><li>方舟太空探索ETF(BATS:ARKX)61,000股</li></ul><p class=\"t-img-caption\"><span>(来源:方舟投资)</span></p></blockquote></p><p></p><p> PLTR is now the 15th largest holding in ARKK, 40th in ARKQ, 17th in ARKQ, 45th in ARKG, 44th in ARKF, and 38th in ARKX. Collectively, ARK Invest holds 32,080,168 shares across these funds, which is a market value of $798.8 million. I view this as very bullish, and I am happy to add to my position along with ARK Invest.</p><p><blockquote>PLTR目前是ARKK第15大控股公司、ARKQ第40大控股公司、ARKQ第17大控股公司、ARKG第45大控股公司、ARKF第44大控股公司和ARKX第38大控股公司。ARK Invest总共持有这些基金的32,080,168股股票,市值为7.988亿美元。我认为这非常乐观,我很高兴与ARK Invest一起增持我的头寸。</blockquote></p><p> <b>Conclusion</b></p><p><blockquote><b>结论</b></blockquote></p><p> I continuously increase how bullish I am on PLTR. I have purchased shares under $10, above $28, and I plan on continuing to purchase shares in the future. I honestly believe PLTR is going to become one of the most important software companies of the decade. I want to say that they will become the most important software company, but it's hard to say that considering Microsoft(NASDAQ:MSFT). In Q2 2021, revenue grew 49% YoY, total contract value booked increased 175% YoY, Q2 commercial customer count increased 61% in the first half of 2021, and 62 deals were closed that were at least $1 million in revenue while 30 were at least $5 million, and 21 were at least $10 million. PLTR raised its 2021 guidance for adjusted free cash flow by 100%, and I think they're staying conservative. PLTR continues to create the software of tomorrow, and I believe their meta-constellation project could become their most important project to date. PLTR isn't a trade, it's a long-term investment, and if you have time on your side, I believe this will become a multi-bagger.</p><p><blockquote>我不断增加我对PLTR的看好程度。我已经购买了10美元以下、28美元以上的股票,并计划在未来继续购买股票。我真诚地相信PLTR将成为十年来最重要的软件公司之一。我想说他们将成为最重要的软件公司,但考虑到微软(纳斯达克:MSFT),就很难说了。2021年第二季度,收入同比增长49%,预订合同总价值同比增长175%,2021年上半年第二季度商业客户数量增长61%,完成62笔交易,收入至少为100万美元,其中30笔交易至少为100万美元。500万美元,21笔至少为1000万美元。PLTR将2021年调整后自由现金流指引提高了100%,我认为他们仍然保持保守。PLTR继续创造未来的软件,我相信他们的元星座项目可能会成为他们迄今为止最重要的项目。PLTR不是一项交易,而是一项长期投资,如果你有时间,我相信这将成为一个多方投资者。</blockquote></p><p></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>Palantir: Lord Of Growth, ARK Invest, And Becoming Lord Of The Market<blockquote>Palantir:增长之王、方舟投资并成为市场之王</blockquote></title>\n<style type=\"text/css\">\na,abbr,acronym,address,applet,article,aside,audio,b,big,blockquote,body,canvas,caption,center,cite,code,dd,del,details,dfn,div,dl,dt,\nem,embed,fieldset,figcaption,figure,footer,form,h1,h2,h3,h4,h5,h6,header,hgroup,html,i,iframe,img,ins,kbd,label,legend,li,mark,menu,nav,\nobject,ol,output,p,pre,q,ruby,s,samp,section,small,span,strike,strong,sub,summary,sup,table,tbody,td,tfoot,th,thead,time,tr,tt,u,ul,var,video{ font:inherit;margin:0;padding:0;vertical-align:baseline;border:0 }\nbody{ font-size:16px; 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}\n.meta {color:#5e5c6d;font-size:13px;margin:0 0 .5em; }\na{text-decoration:none; color:#2a4b87;}\n.meta .head { display: inline-block; overflow: hidden}\n.head .h-thumb { width: 30px; height: 30px; margin: 0; padding: 0; border-radius: 50%; float: left;}\n.head .h-content { margin: 0; padding: 0 0 0 9px; float: left;}\n.head .h-name {font-size: 13px; color: #eee; margin: 0;}\n.head .h-time {font-size: 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\">\nPalantir: Lord Of Growth, ARK Invest, And Becoming Lord Of The Market<blockquote>Palantir:增长之王、方舟投资并成为市场之王</blockquote>\n</h2>\n<h4 class=\"meta\">\n<p class=\"head\">\n<strong class=\"h-name small\">seekingalpha</strong><span class=\"h-time small\">2021-08-18 11:51</span>\n</p>\n</h4>\n</header>\n<article>\n<p><b>Summary</b></p><p><blockquote><b>总结</b></blockquote></p><p> <ul> <li>Palantir increased its full-year 2021 adjusted free cash flow outlook by 100% and is now projecting $300+ million while maintaining its 30%+ annual revenue growth through 2025.</li> <li>Palantir added 20 new customers in Q2 2021, its average revenue per customer increased 19% to $7.9 million, and average revenue per top 20 customers grew 36% to $39 million.</li> <li>Palantir ended Q2 2021 with $3.4 billion in total remaining deal value, which was an increase of 63% YoY.</li> <li>I believe Palantir is being conservative, and based on its growth rates, will exceed $400 million in Q3 2021 revenue and produce another earnings beat.</li> </ul> <p class=\"t-img-caption\"><img src=\"https://static.tigerbbs.com/83b3fc1e0f8404557baa075b9aa8d122\" tg-width=\"768\" tg-height=\"516\" width=\"100%\" height=\"auto\"><span>Scott Olson/Getty Images News</span></p><p><blockquote><ul><li>Palantir将2021年全年调整后自由现金流预期提高了100%,目前预计将达到3亿美元以上,同时到2025年保持30%以上的年收入增长。</li><li>Palantir在2021年第二季度增加了20个新客户,每个客户的平均收入增长了19%,达到790万美元,前20名客户的平均收入增长了36%,达到3900万美元。</li><li>截至2021年第二季度,Palantir的剩余交易总额为34亿美元,同比增长63%。</li><li>我认为Palantir是保守的,根据其增长率,2021年第三季度的收入将超过4亿美元,并再次实现盈利增长。</li></ul><p class=\"t-img-caption\"><span>斯科特·奥尔森/盖蒂图片社新闻</span></p></blockquote></p><p> Only time will tell if the bears concede and reverse their stance on Palantir(NYSE:PLTR). It's been a tug of war, and commentators have made statements such as \"I think it's too much of a black box to get a real read on the business.\"PLTR is coming out of earnings season as the lord of the earnings as revenue increased by 49% YoY, and PLTR raises its 2021 full-year outlook.ARK Invest took the opportunity to add 5.2 million shares on Thursday after earnings were announced through six individual purchases throughout the day. I continuously become more bullish on PLTR after each earnings report, and Q2 2021 didn't disappoint.</p><p><blockquote>只有时间才能证明空头是否会让步并改变对Palantir(纽约证券交易所股票代码:PLTR)的立场。这是一场拉锯战,评论员们发表了诸如“我认为这是一个太多的黑匣子,无法真正了解该业务。”PLTR即将结束财报季,成为财报之王,营收同比增长49%,PLTR上调了2021年全年预期。周四,ARK Invest趁机增持了520万股全天六次单独购买。每份收益报告发布后,我不断更加看好PLTR,2021年第二季度也没有让人失望。</blockquote></p><p> Over the last decade, software companies have experienced an extraordinary bull market as the evolution of technology transformed the business landscape. Regardless of the sector, evolution never stops, and in 2021, technology has become the backbone of enterprise. I wish the bears would get past the fact that PLTR can't discuss part of its business as it's a matter of national security. Being a top vendor with the United States government is positive, and all that matters are the numbers being reported. As investors, we don't need the details of what PLTR is doing with the military. The United States Government and PLTR both report what entities are doing business with PLTR, the contract duration, and the monetary value of the contract. The second jab bears would make against PLTR was the lack of commercial contracts. After the first six months of 2021, PLTR has put this to bed as its commercial customer count grew by 20% QoQ while commercial revenue increased 28% YoY. PLTR is becoming one of the most important software companies of the decade, and we have only begun to scratch the surface.</p><p><blockquote>在过去的十年里,随着技术的发展改变了商业格局,软件公司经历了一场非同寻常的牛市。无论哪个领域,进化从未停止,2021年,技术已经成为企业的支柱。我希望看空者能够忘记PLTR不能讨论其部分业务的事实,因为这关系到国家安全。成为美国政府的顶级供应商是积极的,重要的是报告的数字。作为投资者,我们不需要PLTR与军方合作的细节。美国政府和PLTR都报告了哪些实体与PLTR开展业务、合同期限和合同的货币价值。空头对PLTR的第二个攻击是缺乏商业合同。2021年前六个月后,PLTR已经解决了这一问题,其商业客户数量环比增长20%,而商业收入同比增长28%。PLTR正在成为十年来最重要的软件公司之一,而我们才刚刚开始触及表面。</blockquote></p><p> <p class=\"t-img-caption\"><img src=\"https://static.tigerbbs.com/99232f45d9109619c997717e11f2cba2\" tg-width=\"640\" tg-height=\"362\" width=\"100%\" height=\"auto\"><span>(Source: Palantir)</span></p><p><blockquote><p class=\"t-img-caption\"><span>(来源:Palantir)</span></p></blockquote></p><p> <b>Palantir continues to strengthen its government business</b></p><p><blockquote><b>Palantir继续加强其政府业务</b></blockquote></p><p> As an American, I am proud to be a shareholder of PLTR. We need more companies aligned with providing the best solutions possible to our government agencies. PLTR continues to strengthen its relationship with the most powerful government globally, which is mutually beneficial. The United States Government gets the most sophisticated software applications while PLTR generates millions in additional revenue each quarter. Going back to PLTR's previous quarterly presentations, I mapped out the government business sector's growth. I would ask why the stigma of being a \"black box\" diminishes PLTR as the numbers are reported, and that's what matters?</p><p><blockquote>作为一名美国人,我很自豪能成为PLTR的股东。我们需要更多的公司为我们的政府机构提供最佳解决方案。PLTR继续加强与全球最强大政府的关系,这是互利的。美国政府获得最复杂的软件应用程序,而PLTR每季度产生数百万美元的额外收入。回到PLTR之前的季度演示,我描绘了政府商业部门的增长情况。我会问,为什么当数字被报道时,作为“黑匣子”的耻辱会削弱PLTR,这才是最重要的?</blockquote></p><p> <p class=\"t-img-caption\"><img src=\"https://static.tigerbbs.com/7325d0dd43a97bbc6426a6f2bda7b460\" tg-width=\"640\" tg-height=\"373\" width=\"100%\" height=\"auto\"><span>(Source: Steven Fiorillo) (Data Source: Palantir)</span></p><p><blockquote><p class=\"t-img-caption\"><span>(来源:Steven Fiorillo)(数据来源:Palantir)</span></p></blockquote></p><p> Over the past seven quarters, PLTR has increased its quarterly revenue from its government contracts by 139.18% ($135 million). PLTR's average quarterly growth rate has been 13.24% as they have added an average of $19.29 million in government contract value to its revenue since Q3 2019. When looking at the trailing twelve months (TTM) quarterly, PLTR has increased its TTM government revenue by $335 million (73.14%) over the past year. PLTR's TTM revenue at the end of Q2 2021 has grown to $793 million from $458 million in Q2 2020. Over the past four quarters, PLTR's government revenue TTM has grown by an average of $83.75 million with an average growth rate of 18.29% QoQ.</p><p><blockquote>在过去的七个季度中,PLTR来自政府合同的季度收入增长了139.18%(1.35亿美元)。PLTR的平均季度增长率为13.24%,自2019年第三季度以来,他们的收入平均增加了1929万美元的政府合同价值。从过去12个月(TTM)季度来看,PLTR的TTM政府收入在过去一年中增加了3.35亿美元(73.14%)。PLTR截至2021年第二季度末的TTM收入已从2020年第二季度的4.58亿美元增长至7.93亿美元。过去四个季度,PLTR的政府收入TTM平均增长8375万美元,环比平均增长率为18.29%。</blockquote></p><p></p><p> It's perplexing how individuals neglect to give PLTR's government business the credit it deserves. InQ2 2021, PLTR signed new deals with the U.S. Army, Air Force, and Coast Guard, including a two-year $100 million deal with SOCOM. PLTR also signed new contracts with HHS and the CDC. This included expanding PLTR's efforts to help the U.S. manage vaccine production, distribution, and administration. Using the Federal Procurement Data System as a source of reference, PLTR had inked 17 government contracts that had been uploaded. Reading through the agencies PLTR supports, including the U.S. Coast Guard, the Securities and Exchange Commission, the Internal Revenue Service, the Federal Aviation Administration, and the Food and Drug Administration, PLTR continues to solidify itself as one of the premier vendors to good old Uncle Sam.</p><p><blockquote>令人费解的是,个人如何忽视给予PLTR的政府业务应有的信任。2021年第二季度,PLTR与美国陆军、空军和海岸警卫队签署了新协议,其中包括与SOCOM签订的为期两年、价值1亿美元的协议。PLTR还与HHS和CDC签署了新合同。这包括扩大PLTR帮助美国管理疫苗生产、分销和管理的努力。PLTR以联邦采购数据系统为参考来源,签署了17份已上传的政府合同。通过阅读PLTR支持的机构,包括美国海岸警卫队、证券交易委员会、国税局、联邦航空管理局和食品药品监督管理局,PLTR继续巩固自己作为优秀供应商之一的地位。老山姆大叔。</blockquote></p><p> <p class=\"t-img-caption\"><img src=\"https://static.tigerbbs.com/89cfe7d516eccbc1e388ce2c9d9bf22d\" tg-width=\"624\" tg-height=\"239\" width=\"100%\" height=\"auto\"><span>(Source: Steven Fiorillo) (Data Source: Federal Procurement Data System)</span></p><p><blockquote><p class=\"t-img-caption\"><span>(来源:Steven Fiorillo)(数据来源:联邦采购数据系统)</span></p></blockquote></p><p> <b>Palantir's commercial business is becoming larger</b></p><p><blockquote><b>Palantir的商业业务规模越来越大</b></blockquote></p><p> One of the major complaints and criticisms from the bears has been the lack of commercial business PLTR generated. Many had subscribed to the logic that building the rapport on the commercial side would be challenging because PLTR was a black box, and nobody knew what they did. Many had indicated that this wouldn't be a worthwhile investment unless PLTR could prove that their software could be utilized and implemented on the commercial side. It turns out that PLTR continues to blow holes directly through this theory as the commercial side continues to grow.</p><p><blockquote>空头的主要抱怨和批评之一是PLTR产生的商业业务的缺乏。许多人赞同这样的逻辑,即在商业方面建立融洽的关系将具有挑战性,因为PLTR是一个黑匣子,没有人知道他们在做什么。许多人表示,除非PLTR能够证明他们的软件可以在商业方面得到利用和实施,否则这不是一项值得的投资。事实证明,随着商业方面的不断增长,PLTR继续直接突破这一理论。</blockquote></p><p> <p class=\"t-img-caption\"><img src=\"https://static.tigerbbs.com/46599961a2896393d62866415c1041ab\" tg-width=\"640\" tg-height=\"362\" width=\"100%\" height=\"auto\"><span>(Source: Palantir)</span></p><p><blockquote><p class=\"t-img-caption\"><span>(来源:Palantir)</span></p></blockquote></p><p> At the end of Q2 2021, PLTR had increased their commercial revenue quarterly by $50 million (53.2%) over the past seven quarters. PLTR has experienced QoQ growth at an average rate of $7.14 million or 7.6%. At the end of Q2 2020, PLTR had generated $443 million in revenue from its commercial business contracts for the TTM. Over the past year, this had increased by $93 million or 21%, as commercial accounted for $536 million of PLTR's revenue in the TTM. Over the past four quarters, PLTR's commercial TTM revenue has increased at an average of $23.25 million or 4.91% QoQ.</p><p><blockquote>截至2021年第二季度末,PLTR的商业收入在过去七个季度中每季度增加了5000万美元(53.2%)。PLTR的平均环比增长为714万美元,即7.6%。截至2020年第二季度末,PLTR已从TTM商业业务合同中创造了4.43亿美元的收入。在过去的一年里,这一数字增加了9300万美元,即21%,因为商业收入占PLTR在TTM收入的5.36亿美元。过去四个季度,PLTR的商业TTM收入平均增长2325万美元,环比增长4.91%。</blockquote></p><p> <p class=\"t-img-caption\"><img src=\"https://static.tigerbbs.com/451518a91166bccfcbbc7d6207923cb1\" tg-width=\"640\" tg-height=\"373\" width=\"100%\" height=\"auto\"><span>(Source: Steven Fiorillo) (Data Source: Palantir)</span></p><p><blockquote><p class=\"t-img-caption\"><span>(来源:Steven Fiorillo)(数据来源:Palantir)</span></p></blockquote></p><p> <b>Palantir continues to be a growth machine from contracts down to its customers</b></p><p><blockquote><b>Palantir继续成为从合同到客户的增长机器</b></blockquote></p><p> Business is flourishing at PLTR as its Q2 and first half 2021 revenue both increased by 49% YoY. In Q2 2021, PLTR's overall revenue increased from $252 million ($112 million commercial, $140 million government) to $376 million ($144 million commercial, $232 million government). For the first half of 2021, PLTR has generated $717 million in revenue compared to $481 million for the same period in 2020, increasing $236 million. Over the past seven quarters, PLTR's total revenue has increased at an average rate of $26.43 million or 10.32% QoQ.</p><p><blockquote>PLTR业务蓬勃发展,2021年第二季度和上半年收入均同比增长49%。2021年第二季度,PLTR的总收入从2.52亿美元(商业1.12亿美元,政府1.4亿美元)增加到3.76亿美元(商业1.44亿美元,政府2.32亿美元)。2021年上半年,PLTR创造了7.17亿美元的收入,而2020年同期为4.81亿美元,增加了2.36亿美元。过去七个季度,PLTR的总收入平均增长2643万美元,环比增长10.32%。</blockquote></p><p> <p class=\"t-img-caption\"><img src=\"https://static.tigerbbs.com/3c45075d03249129a54c5e54c77da358\" tg-width=\"640\" tg-height=\"373\" width=\"100%\" height=\"auto\"><span>(Source: Steven Fiorillo) (Data Source: Palantir)</span></p><p><blockquote><p class=\"t-img-caption\"><span>(来源:Steven Fiorillo)(数据来源:Palantir)</span></p></blockquote></p><p> Every important metric is increasing for PLTR, and the bears should pay attention to these metrics. In Q2, PLTR added 20 new customers as their total commercial customer count increased 13% QoQ to 169. Since the close of 2020, in the first half of 2021, PLTR has increased its commercial customers by 21.58%. PLTR closed Q2 with $3.4 billion in total remaining deal value, which was an increase of 63% YoY, growing from $2.1 billion at the end of Q2 2020. PLTR's average revenue generated per customer has increased 19% from $6.6 million to $7.9 million for the TTM at the end of Q2 2021, compared to Q2 2020. What's more impressive is the growth throughout PLTR's largest customers. PLTR's average revenue per top 20 customers has increased by 36%, from $29 million to $39 million YoY for the TTM.</p><p><blockquote>PLTR的每一个重要指标都在增加,空头应该关注这些指标。第二季度,PLTR增加了20个新客户,其商业客户总数环比增长13%至169个。自2020年底以来,2021年上半年,PLTR的商业客户增长了21.58%。PLTR在第二季度结束时的剩余交易总额为34亿美元,同比增长63%,较2020年第二季度末的21亿美元有所增长。与2020年第二季度相比,截至2021年第二季度末,PLTR TTM每位客户的平均收入增长了19%,从660万美元增至790万美元。更令人印象深刻的是PLTR最大客户的增长。PLTR每前20名客户的平均收入同比增长了36%,从2900万美元增至3900万美元。</blockquote></p><p></p><p> Many companies that are considered growth companies have impressive revenue gains, but what separates PLTR from others is their increasing margins and adjusted free cash flow. As PLTR gains customers and signed contracts, their margins have been improving, which has led to positive free cash flow. PLTR's adjusted gross margin is 82%, and its contribution margin is 58%. In Q2 2021, PLTR produced $117 million in adjusted operating income, which increased $88 million (303.45%) YoY. PLTR's adjusted operating margin came in at 31% compared to their 23% guidance level. In the first half of 2020, PLTR reported -$232 million of adjusted free cash flow. Over the past year, PLTR has made tremendous progress as their adjusted free cash flow in the first half of 2021 was $201 million, which represented a margin of 28%.</p><p><blockquote>许多被认为是成长型公司的公司都有令人印象深刻的收入增长,但PLTR与其他公司的区别在于其不断增长的利润率和调整后的自由现金流。随着PLTR赢得客户并签署合同,他们的利润率一直在提高,从而带来了正的自由现金流。PLTR调整后毛利率为82%,贡献率为58%。2021年第二季度,PLTR调整后营业收入为1.17亿美元,同比增长8800万美元(303.45%)。PLTR调整后的营业利润率为31%,而指导水平为23%。2020年上半年,PLTR报告调整后自由现金流为-2.32亿美元。在过去的一年里,PLTR取得了巨大进展,2021年上半年调整后的自由现金流为2.01亿美元,利润率为28%。</blockquote></p><p> PLTR is growing its commercial customers, gaining government contracts, increasing its revenue quarterly, and is free cash flow positive. PLTR raised its 2021 full-year guidance and confirmed the theory by many PLTR bulls that their guidance was conservative. PLTR increased its adjusted free cash flow guidance by 100% as it increased from $150 million to $300 million for 2021. PLTR is still projecting a 30% revenue growth rate for 2021 and on an annual basis through 2025. PLTR has set the bar for Q3 2021 at $385 million for total revenue, which would be a QoQ increase of $9 million (2.4%) and a YoY increase of $95 million (32.76%).</p><p><blockquote>PLTR正在增加其商业客户,获得政府合同,增加季度收入,并且自由现金流为正。PLTR上调了2021年全年指引,并证实了许多PLTR多头的理论,即他们的指引是保守的。PLTR将调整后的自由现金流指引从2021年的1.5亿美元增加到3亿美元,提高了100%。PLTR仍预计2021年收入增长率为30%,到2025年每年增长率为30%。PLTR将2021年第三季度的总收入设定为3.85亿美元,环比增长900万美元(2.4%),同比增长9500万美元(32.76%)。</blockquote></p><p> <p class=\"t-img-caption\"><img src=\"https://static.tigerbbs.com/28cf6fb10eaa83fcdee57a7faa0f478e\" tg-width=\"640\" tg-height=\"728\" width=\"100%\" height=\"auto\"><span>(Source: Palantir)</span></p><p><blockquote><p class=\"t-img-caption\"><span>(来源:Palantir)</span></p></blockquote></p><p> <b>Palantir is most likely understating Q3 2021 revenue estimates</b></p><p><blockquote><b>Palantir很可能低估了2021年第三季度的收入预期</b></blockquote></p><p> PLTR guided for $385 million revenue in Q3 2021. I will make an educated prediction and say this is low, and the actual number will be closer to $406 million. Going back to Q3 2019, PLTR has grown its commercial customer quarterly revenue at an average rate of 7.14% QoQ. PLTR's government revenue has increased at an average rate of 13.34% QoQ since Q3 2019. Putting these growth rates to the side for a moment, PLTR has inked five new contracts in Q3 2021 according to the Federal Procurement Data System for a total contract value of $102.82 million, of which $14.78 million are current action obligations. This indicates that growth will be similar to previous quarters on the government side as this is on pace with Q2 2021.</p><p><blockquote>PLTR预计2021年第三季度收入为3.85亿美元。我会做一个有根据的预测,说这个数字很低,实际数字会更接近4.06亿美元。回到2019年第三季度,PLTR的商业客户季度收入平均环比增长7.14%。自2019年第三季度以来,PLTR的政府收入平均环比增长13.34%。暂时抛开这些增长率不谈,根据联邦采购数据系统的数据,PLTR在2021年第三季度签署了五份新合同,合同总价值为1.0282亿美元,其中1,478万美元是当前行动义务。这表明政府方面的增长将与前几个季度相似,因为这与Q2 2021保持同步。</blockquote></p><p> <p class=\"t-img-caption\"><img src=\"https://static.tigerbbs.com/c231bdbc525594bc8fec4ab79cf996cb\" tg-width=\"624\" tg-height=\"96\" width=\"100%\" height=\"auto\"><span>(Source: Steven Fiorillo) (Data Source: Federal Procurement Data System)</span></p><p><blockquote><p class=\"t-img-caption\"><span>(来源:Steven Fiorillo)(数据来源:联邦采购数据系统)</span></p></blockquote></p><p> Assuming that PLTR's growth rates follow its previous trend and I use a conservative estimate of 5% on the commercial side and 10% on the government side, PLTR would generate $151.20 million in revenue from the commercial business and $255.20 million from the government business for a total of $406.40 million in total Q3 revenue. Using the same methodology, PLTR would generate $439.48 million in Q4 2021 total revenue placing their total annual revenue for 2021 at $1.562.88 billion. If this works out, PLTR's prediction of 30% plus revenue growth in 2021 would be an understatement as its revenue would grow by $469.88 million YoY or 42.99%. I would also assume that the increased guidance for the adjusted free cash flow of $300+ million would be on the low end.</p><p><blockquote>假设PLTR的增长率遵循之前的趋势,我保守估计商业方面为5%,政府方面为10%,PLTR将从商业业务中产生1.512亿美元的收入,从政府业务中产生2.552亿美元的收入,第三季度总收入为4.064亿美元。使用相同的方法,PLTR将在2021年第四季度产生4.3948亿美元的总收入,使其2021年的总收入达到15.628.8亿美元。如果实现这一目标,PLTR对2021年收入增长30%以上的预测将是一种保守的说法,因为其收入将同比增长4.6988亿美元,即42.99%。我还假设调整后自由现金流3亿美元以上的增加指导将处于低端。</blockquote></p><p> <p class=\"t-img-caption\"><img src=\"https://static.tigerbbs.com/30733619dbdb3bff53f3348208a9d46c\" tg-width=\"624\" tg-height=\"247\" width=\"100%\" height=\"auto\"><span>(Source: Steven Fiorillo) (Data Source: Palantir)</span></p><p><blockquote><p class=\"t-img-caption\"><span>(来源:Steven Fiorillo)(数据来源:Palantir)</span></p></blockquote></p><p> <b>ARK Invest loaded the boat and purchased 5.2 million shares after Thursday's earnings were released</b></p><p><blockquote><b>ARK Invest在周四财报发布后买入520万股</b></blockquote></p><p> I know that some readers dislike when I discuss the trades over at ARK Invest regarding PLTR, so I will apologize in advance. I apologize to anyone who I offend. Personally, I love when ARK Invest buys shares because Cathie Wood and her team have tremendous foresight when spotting future trends. The email notification I received from ARK Invest Thursday trades made my jaw drop. PLTR was added across the board to theirsix active ETFswith the following allocations:</p><p><blockquote>我知道有些读者不喜欢我在ARK Invest讨论有关PLTR的交易,所以我提前道歉。我向我冒犯的任何人道歉。就我个人而言,我喜欢ARK Invest购买股票,因为Cathie Wood和她的团队在发现未来趋势时具有巨大的远见。我从ARK Invest周四交易收到的电子邮件通知让我瞠目结舌。PLTR被全面添加到他们的六只主动ETF中,分配如下:</blockquote></p><p> <ul> <li>ARK Innovation ETF(NYSEARCA:ARKK)2.29 million shares</li> <li>ARK Genomic Revolution Multi-Sector ETF(BATS:ARKG)1.72 million shares</li> <li>ARK Next Generation Internet ETF(NYSEARCA:ARKW)587,000 shares</li> <li>ARK Autonomous Technology & Robotics ETF(BATS:ARKQ)559,000 shares</li> <li>ARK Fintech Innovation ETF(NYSEARCA:ARKF)370,000 shares</li> <li>ARK Space Exploration ETF(BATS:ARKX)61,000 shares</li> </ul> <p class=\"t-img-caption\"><img src=\"https://static.tigerbbs.com/d3bdea6effd5d278e32854efcca02047\" tg-width=\"640\" tg-height=\"1165\" width=\"100%\" height=\"auto\"><span>(Source: ARK Invest)</span></p><p><blockquote><ul><li>ARK Innovation ETF(NYSEARCA:ARKK)229万股</li><li>方舟基因组革命多板块ETF(BATS:ARKG)172万股</li><li>ARK下一代互联网ETF(NYSEARCA:ARKW)587,000股</li><li>ARK自主技术与机器人ETF(BATS:ARKQ)559,000股</li><li>方舟金融科技创新ETF(NYSEARCA:ARKF)370,000股</li><li>方舟太空探索ETF(BATS:ARKX)61,000股</li></ul><p class=\"t-img-caption\"><span>(来源:方舟投资)</span></p></blockquote></p><p></p><p> PLTR is now the 15th largest holding in ARKK, 40th in ARKQ, 17th in ARKQ, 45th in ARKG, 44th in ARKF, and 38th in ARKX. Collectively, ARK Invest holds 32,080,168 shares across these funds, which is a market value of $798.8 million. I view this as very bullish, and I am happy to add to my position along with ARK Invest.</p><p><blockquote>PLTR目前是ARKK第15大控股公司、ARKQ第40大控股公司、ARKQ第17大控股公司、ARKG第45大控股公司、ARKF第44大控股公司和ARKX第38大控股公司。ARK Invest总共持有这些基金的32,080,168股股票,市值为7.988亿美元。我认为这非常乐观,我很高兴与ARK Invest一起增持我的头寸。</blockquote></p><p> <b>Conclusion</b></p><p><blockquote><b>结论</b></blockquote></p><p> I continuously increase how bullish I am on PLTR. I have purchased shares under $10, above $28, and I plan on continuing to purchase shares in the future. I honestly believe PLTR is going to become one of the most important software companies of the decade. I want to say that they will become the most important software company, but it's hard to say that considering Microsoft(NASDAQ:MSFT). In Q2 2021, revenue grew 49% YoY, total contract value booked increased 175% YoY, Q2 commercial customer count increased 61% in the first half of 2021, and 62 deals were closed that were at least $1 million in revenue while 30 were at least $5 million, and 21 were at least $10 million. PLTR raised its 2021 guidance for adjusted free cash flow by 100%, and I think they're staying conservative. PLTR continues to create the software of tomorrow, and I believe their meta-constellation project could become their most important project to date. PLTR isn't a trade, it's a long-term investment, and if you have time on your side, I believe this will become a multi-bagger.</p><p><blockquote>我不断增加我对PLTR的看好程度。我已经购买了10美元以下、28美元以上的股票,并计划在未来继续购买股票。我真诚地相信PLTR将成为十年来最重要的软件公司之一。我想说他们将成为最重要的软件公司,但考虑到微软(纳斯达克:MSFT),就很难说了。2021年第二季度,收入同比增长49%,预订合同总价值同比增长175%,2021年上半年第二季度商业客户数量增长61%,完成62笔交易,收入至少为100万美元,其中30笔交易至少为100万美元。500万美元,21笔至少为1000万美元。PLTR将2021年调整后自由现金流指引提高了100%,我认为他们仍然保持保守。PLTR继续创造未来的软件,我相信他们的元星座项目可能会成为他们迄今为止最重要的项目。PLTR不是一项交易,而是一项长期投资,如果你有时间,我相信这将成为一个多方投资者。</blockquote></p><p></p>\n<div class=\"bt-text\">\n\n\n<p> 来源:<a href=\"https://seekingalpha.com/article/4449478-palantir-lord-of-growth-ark-invest-lord-of-market\">seekingalpha</a></p>\n<p>为提升您的阅读体验,我们对本页面进行了排版优化</p>\n\n\n</div>\n</article>\n</div>\n</body>\n</html>\n","type":0,"thumbnail":"","relate_stocks":{"PLTR":"Palantir Technologies Inc."},"source_url":"https://seekingalpha.com/article/4449478-palantir-lord-of-growth-ark-invest-lord-of-market","is_english":true,"share_image_url":"https://static.laohu8.com/e9f99090a1c2ed51c021029395664489","article_id":"1195810252","content_text":"Summary\n\nPalantir increased its full-year 2021 adjusted free cash flow outlook by 100% and is now projecting $300+ million while maintaining its 30%+ annual revenue growth through 2025.\nPalantir added 20 new customers in Q2 2021, its average revenue per customer increased 19% to $7.9 million, and average revenue per top 20 customers grew 36% to $39 million.\nPalantir ended Q2 2021 with $3.4 billion in total remaining deal value, which was an increase of 63% YoY.\nI believe Palantir is being conservative, and based on its growth rates, will exceed $400 million in Q3 2021 revenue and produce another earnings beat.\n\nScott Olson/Getty Images News\nOnly time will tell if the bears concede and reverse their stance on Palantir(NYSE:PLTR). It's been a tug of war, and commentators have made statements such as \"I think it's too much of a black box to get a real read on the business.\"PLTR is coming out of earnings season as the lord of the earnings as revenue increased by 49% YoY, and PLTR raises its 2021 full-year outlook.ARK Invest took the opportunity to add 5.2 million shares on Thursday after earnings were announced through six individual purchases throughout the day. I continuously become more bullish on PLTR after each earnings report, and Q2 2021 didn't disappoint.\nOver the last decade, software companies have experienced an extraordinary bull market as the evolution of technology transformed the business landscape. Regardless of the sector, evolution never stops, and in 2021, technology has become the backbone of enterprise. I wish the bears would get past the fact that PLTR can't discuss part of its business as it's a matter of national security. Being a top vendor with the United States government is positive, and all that matters are the numbers being reported. As investors, we don't need the details of what PLTR is doing with the military. The United States Government and PLTR both report what entities are doing business with PLTR, the contract duration, and the monetary value of the contract. The second jab bears would make against PLTR was the lack of commercial contracts. After the first six months of 2021, PLTR has put this to bed as its commercial customer count grew by 20% QoQ while commercial revenue increased 28% YoY. PLTR is becoming one of the most important software companies of the decade, and we have only begun to scratch the surface.\n(Source: Palantir)\nPalantir continues to strengthen its government business\nAs an American, I am proud to be a shareholder of PLTR. We need more companies aligned with providing the best solutions possible to our government agencies. PLTR continues to strengthen its relationship with the most powerful government globally, which is mutually beneficial. The United States Government gets the most sophisticated software applications while PLTR generates millions in additional revenue each quarter. Going back to PLTR's previous quarterly presentations, I mapped out the government business sector's growth. I would ask why the stigma of being a \"black box\" diminishes PLTR as the numbers are reported, and that's what matters?\n(Source: Steven Fiorillo) (Data Source: Palantir)\nOver the past seven quarters, PLTR has increased its quarterly revenue from its government contracts by 139.18% ($135 million). PLTR's average quarterly growth rate has been 13.24% as they have added an average of $19.29 million in government contract value to its revenue since Q3 2019. When looking at the trailing twelve months (TTM) quarterly, PLTR has increased its TTM government revenue by $335 million (73.14%) over the past year. PLTR's TTM revenue at the end of Q2 2021 has grown to $793 million from $458 million in Q2 2020. Over the past four quarters, PLTR's government revenue TTM has grown by an average of $83.75 million with an average growth rate of 18.29% QoQ.\nIt's perplexing how individuals neglect to give PLTR's government business the credit it deserves. InQ2 2021, PLTR signed new deals with the U.S. Army, Air Force, and Coast Guard, including a two-year $100 million deal with SOCOM. PLTR also signed new contracts with HHS and the CDC. This included expanding PLTR's efforts to help the U.S. manage vaccine production, distribution, and administration. Using the Federal Procurement Data System as a source of reference, PLTR had inked 17 government contracts that had been uploaded. Reading through the agencies PLTR supports, including the U.S. Coast Guard, the Securities and Exchange Commission, the Internal Revenue Service, the Federal Aviation Administration, and the Food and Drug Administration, PLTR continues to solidify itself as one of the premier vendors to good old Uncle Sam.\n(Source: Steven Fiorillo) (Data Source: Federal Procurement Data System)\nPalantir's commercial business is becoming larger\nOne of the major complaints and criticisms from the bears has been the lack of commercial business PLTR generated. Many had subscribed to the logic that building the rapport on the commercial side would be challenging because PLTR was a black box, and nobody knew what they did. Many had indicated that this wouldn't be a worthwhile investment unless PLTR could prove that their software could be utilized and implemented on the commercial side. It turns out that PLTR continues to blow holes directly through this theory as the commercial side continues to grow.\n(Source: Palantir)\nAt the end of Q2 2021, PLTR had increased their commercial revenue quarterly by $50 million (53.2%) over the past seven quarters. PLTR has experienced QoQ growth at an average rate of $7.14 million or 7.6%. At the end of Q2 2020, PLTR had generated $443 million in revenue from its commercial business contracts for the TTM. Over the past year, this had increased by $93 million or 21%, as commercial accounted for $536 million of PLTR's revenue in the TTM. Over the past four quarters, PLTR's commercial TTM revenue has increased at an average of $23.25 million or 4.91% QoQ.\n(Source: Steven Fiorillo) (Data Source: Palantir)\nPalantir continues to be a growth machine from contracts down to its customers\nBusiness is flourishing at PLTR as its Q2 and first half 2021 revenue both increased by 49% YoY. In Q2 2021, PLTR's overall revenue increased from $252 million ($112 million commercial, $140 million government) to $376 million ($144 million commercial, $232 million government). For the first half of 2021, PLTR has generated $717 million in revenue compared to $481 million for the same period in 2020, increasing $236 million. Over the past seven quarters, PLTR's total revenue has increased at an average rate of $26.43 million or 10.32% QoQ.\n(Source: Steven Fiorillo) (Data Source: Palantir)\nEvery important metric is increasing for PLTR, and the bears should pay attention to these metrics. In Q2, PLTR added 20 new customers as their total commercial customer count increased 13% QoQ to 169. Since the close of 2020, in the first half of 2021, PLTR has increased its commercial customers by 21.58%. PLTR closed Q2 with $3.4 billion in total remaining deal value, which was an increase of 63% YoY, growing from $2.1 billion at the end of Q2 2020. PLTR's average revenue generated per customer has increased 19% from $6.6 million to $7.9 million for the TTM at the end of Q2 2021, compared to Q2 2020. What's more impressive is the growth throughout PLTR's largest customers. PLTR's average revenue per top 20 customers has increased by 36%, from $29 million to $39 million YoY for the TTM.\nMany companies that are considered growth companies have impressive revenue gains, but what separates PLTR from others is their increasing margins and adjusted free cash flow. As PLTR gains customers and signed contracts, their margins have been improving, which has led to positive free cash flow. PLTR's adjusted gross margin is 82%, and its contribution margin is 58%. In Q2 2021, PLTR produced $117 million in adjusted operating income, which increased $88 million (303.45%) YoY. PLTR's adjusted operating margin came in at 31% compared to their 23% guidance level. In the first half of 2020, PLTR reported -$232 million of adjusted free cash flow. Over the past year, PLTR has made tremendous progress as their adjusted free cash flow in the first half of 2021 was $201 million, which represented a margin of 28%.\nPLTR is growing its commercial customers, gaining government contracts, increasing its revenue quarterly, and is free cash flow positive. PLTR raised its 2021 full-year guidance and confirmed the theory by many PLTR bulls that their guidance was conservative. PLTR increased its adjusted free cash flow guidance by 100% as it increased from $150 million to $300 million for 2021. PLTR is still projecting a 30% revenue growth rate for 2021 and on an annual basis through 2025. PLTR has set the bar for Q3 2021 at $385 million for total revenue, which would be a QoQ increase of $9 million (2.4%) and a YoY increase of $95 million (32.76%).\n(Source: Palantir)\nPalantir is most likely understating Q3 2021 revenue estimates\nPLTR guided for $385 million revenue in Q3 2021. I will make an educated prediction and say this is low, and the actual number will be closer to $406 million. Going back to Q3 2019, PLTR has grown its commercial customer quarterly revenue at an average rate of 7.14% QoQ. PLTR's government revenue has increased at an average rate of 13.34% QoQ since Q3 2019. Putting these growth rates to the side for a moment, PLTR has inked five new contracts in Q3 2021 according to the Federal Procurement Data System for a total contract value of $102.82 million, of which $14.78 million are current action obligations. This indicates that growth will be similar to previous quarters on the government side as this is on pace with Q2 2021.\n(Source: Steven Fiorillo) (Data Source: Federal Procurement Data System)\nAssuming that PLTR's growth rates follow its previous trend and I use a conservative estimate of 5% on the commercial side and 10% on the government side, PLTR would generate $151.20 million in revenue from the commercial business and $255.20 million from the government business for a total of $406.40 million in total Q3 revenue. Using the same methodology, PLTR would generate $439.48 million in Q4 2021 total revenue placing their total annual revenue for 2021 at $1.562.88 billion. If this works out, PLTR's prediction of 30% plus revenue growth in 2021 would be an understatement as its revenue would grow by $469.88 million YoY or 42.99%. I would also assume that the increased guidance for the adjusted free cash flow of $300+ million would be on the low end.\n(Source: Steven Fiorillo) (Data Source: Palantir)\nARK Invest loaded the boat and purchased 5.2 million shares after Thursday's earnings were released\nI know that some readers dislike when I discuss the trades over at ARK Invest regarding PLTR, so I will apologize in advance. I apologize to anyone who I offend. Personally, I love when ARK Invest buys shares because Cathie Wood and her team have tremendous foresight when spotting future trends. The email notification I received from ARK Invest Thursday trades made my jaw drop. PLTR was added across the board to theirsix active ETFswith the following allocations:\n\nARK Innovation ETF(NYSEARCA:ARKK)2.29 million shares\nARK Genomic Revolution Multi-Sector ETF(BATS:ARKG)1.72 million shares\nARK Next Generation Internet ETF(NYSEARCA:ARKW)587,000 shares\nARK Autonomous Technology & Robotics ETF(BATS:ARKQ)559,000 shares\nARK Fintech Innovation ETF(NYSEARCA:ARKF)370,000 shares\nARK Space Exploration ETF(BATS:ARKX)61,000 shares\n\n(Source: ARK Invest)\nPLTR is now the 15th largest holding in ARKK, 40th in ARKQ, 17th in ARKQ, 45th in ARKG, 44th in ARKF, and 38th in ARKX. Collectively, ARK Invest holds 32,080,168 shares across these funds, which is a market value of $798.8 million. I view this as very bullish, and I am happy to add to my position along with ARK Invest.\nConclusion\nI continuously increase how bullish I am on PLTR. I have purchased shares under $10, above $28, and I plan on continuing to purchase shares in the future. I honestly believe PLTR is going to become one of the most important software companies of the decade. I want to say that they will become the most important software company, but it's hard to say that considering Microsoft(NASDAQ:MSFT). In Q2 2021, revenue grew 49% YoY, total contract value booked increased 175% YoY, Q2 commercial customer count increased 61% in the first half of 2021, and 62 deals were closed that were at least $1 million in revenue while 30 were at least $5 million, and 21 were at least $10 million. PLTR raised its 2021 guidance for adjusted free cash flow by 100%, and I think they're staying conservative. PLTR continues to create the software of tomorrow, and I believe their meta-constellation project could become their most important project to date. PLTR isn't a trade, it's a long-term investment, and if you have time on your side, I believe this will become a multi-bagger.","news_type":1,"symbols_score_info":{"PLTR":0.9}},"isVote":1,"tweetType":1,"viewCount":1502,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"EN","totalScore":0},{"id":897850487,"gmtCreate":1628907228649,"gmtModify":1633688594152,"author":{"id":"4089032478443890","authorId":"4089032478443890","name":"ys2","avatar":"https://static.laohu8.com/default-avatar.jpg","crmLevel":12,"crmLevelSwitch":0,"followedFlag":false,"authorIdStr":"4089032478443890","idStr":"4089032478443890"},"themes":[],"htmlText":"👍🏼","listText":"👍🏼","text":"👍🏼","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":6,"commentSize":0,"repostSize":0,"link":"https://laohu8.com/post/897850487","repostId":"2159521376","repostType":4,"repost":{"id":"2159521376","kind":"highlight","pubTimestamp":1628906786,"share":"https://www.laohu8.com/m/news/2159521376?lang=zh_CN&edition=full","pubTime":"2021-08-14 10:06","market":"us","language":"en","title":"Chasing Tesla: Here are the current electric vehicle plans of every major car maker<blockquote>追逐特斯拉:以下是各大车厂目前的电动汽车计划</blockquote>","url":"https://stock-news.laohu8.com/highlight/detail?id=2159521376","media":"MarketWatch","summary":"At President Joe Biden's urging, the auto industry pledged to boost production of electric vehicles ","content":"<p>At President Joe Biden's urging, the auto industry pledged to boost production of electric vehicles to the point that they account for about half of total U.S. sales by 2030, a plan that raises hopes that EVs can shift from niche to normal.</p><p><blockquote>在总统乔·拜登的敦促下,汽车行业承诺到2030年将电动汽车产量提高到约占美国总销量的一半,这一计划让人们燃起了电动汽车从小众转向主流的希望。</blockquote></p><p> EVs accounted for 2.4% of U.S. cars sold in 2020, up from 0.7% five years ago, according to BloombergNEF. The research provider expects that share to increase to 11% in 2025; by 2030, it expects that slightly over a third of vehicles sold in the U.S. will be electric.</p><p><blockquote>根据彭博新能源财经的数据,2020年电动汽车占美国汽车销量的2.4%,高于五年前的0.7%。该研究提供商预计,到2025年,这一份额将增至11%;预计到2030年,美国销售的汽车中有三分之一以上将是电动汽车。</blockquote></p><p> Several auto makers had already announced bigger EV ambitions even before the White House call.</p><p><blockquote>甚至在白宫看涨期权之前,几家汽车制造商就已经宣布了更大的电动汽车雄心。</blockquote></p><p> Here are each major car maker's stated plans for EVs, including, when available, investment amounts and the range of models they hope to bring to market.</p><p><blockquote>以下是各主要汽车制造商对电动汽车的既定计划,包括(如果有)投资金额以及他们希望推向市场的车型范围。</blockquote></p><p> This information was collated from company sites, previous reports, and BloombergNEF projections, and will be updated regularly.</p><p><blockquote>这些信息是根据公司网站、之前的报告和彭博新能源财经的预测整理而成,并将定期更新。</blockquote></p><p> <b>Audi</b></p><p><blockquote><b>奥迪</b></blockquote></p><p> Audi, a brand known for its luxury cars and owned by Germany's Volkswagen AG , has promised to have battery-electric vehicles comprise 35% of its sales by 2025. By that time, Audi buyers will choose from about 20 EV models.</p><p><blockquote>德国大众汽车公司旗下以豪华汽车闻名的奥迪品牌承诺,到2025年,纯电动汽车将占其销量的35%。届时,奥迪买家将有约20款电动车型可供选择。</blockquote></p><p> <b>BMW</b></p><p><blockquote><b>宝马</b></blockquote></p><p> BMW AG , a luxury-car maker from Germany, was among the first EV innovators. It launched its i3 compact EV eight years ago, then as $one of the few serious competitors to Tesla Inc.'s vehicles.</p><p><blockquote>德国豪华汽车制造商宝马公司是最早的电动汽车创新者之一。八年前,该公司推出了i3紧凑型电动汽车,当时是特斯拉汽车为数不多的有力竞争对手之一。</blockquote></p><p> BMW's EV pipeline has slowed, but the auto maker has promised that 25% of its European sales will be all-electric and hybrid vehicles this year, and that all sales of its Mini brand will be battery electric by 2030. It expects to launch more than 10 battery EVs models in the next couple of years.</p><p><blockquote>宝马的电动汽车产品线已经放缓,但该汽车制造商承诺,今年其欧洲销量的25%将是全电动和混合动力汽车,到2030年,其Mini品牌的所有销量都将是纯电动汽车。预计未来几年将推出10多种电池电动汽车车型。</blockquote></p><p> <b>Daimler/Mercedes-Benz</b></p><p><blockquote><b>戴姆勒/奔驰</b></blockquote></p><p> Mercedes-Benz, owned by Daimler AG , expects that between 15% and 25% of its sales will be comprised of EV sales by 2025; by 2030, that percentage is expected to grow to 50%. Mercedes-Benz is slated to end 2021 offering three new electric passenger car models and more to come in 2022.</p><p><blockquote>戴姆勒股份公司旗下的梅赛德斯-奔驰预计,到2025年,其销量的15%至25%将来自电动汽车销量;到2030年,这一比例预计将增长至50%。梅赛德斯-奔驰计划在2021年底推出三款新的电动乘用车车型,并在2022年推出更多车型。</blockquote></p><p> <p class=\"t-img-caption\"><img src=\"https://static.tigerbbs.com/ec4b2abd59e5b19c9eec0034342af25e\" tg-width=\"700\" tg-height=\"413\" width=\"100%\" height=\"auto\"><span>SOURCE: MERCEDES</span></p><p><blockquote><p class=\"t-img-caption\"><span>资料来源:梅赛德斯</span></p></blockquote></p><p> <b>Ford</b></p><p><blockquote><b>福特</b></blockquote></p><p> Ford Motor Co. <a href=\"https://laohu8.com/S/F\">$(F)$</a> has said that 40% of its global sales by 2030 will be sales of EVs . Ford is aiming to have dozens of electrified models by 2022, the year that will also mark the debut of its much-awaited all-electric F-150 Lightning pickup truck.</p><p><blockquote>福特汽车公司。<a href=\"https://laohu8.com/S/F\">$(F)$</a>曾表示,到2030年,其全球销量的40%将是电动汽车。福特的目标是到2022年推出数十款电动车型,这一年也将标志着其备受期待的全电动F-150 Lightning皮卡的首次亮相。</blockquote></p><p> <p class=\"t-img-caption\"><img src=\"https://static.tigerbbs.com/3a44fec36dac046911679a2ba769cb2b\" tg-width=\"700\" tg-height=\"450\" width=\"100%\" height=\"auto\"><span>The Ford F-150 Lightning o JEFF KOWALSKY/AGENCE FRANCE-PRESSE/GETTY IMAGES</span></p><p><blockquote><p class=\"t-img-caption\"><span>福特F-150 Lightning作者:杰夫·科瓦尔斯基/法新社/盖蒂图片社</span></p></blockquote></p><p> Ford has called the Lightning the \"pillar\" of its more than $22 billion bet on EVs, which includes EV models for other best-selling vehicles such as the Mustang and its Transit van.</p><p><blockquote>福特称Lightning是其超过220亿美元电动汽车押注的“支柱”,其中包括野马及其全顺货车等其他畅销汽车的电动汽车车型。</blockquote></p><p> <p class=\"t-img-caption\"><img src=\"https://static.tigerbbs.com/87df52ddef1af1d1342d685897e83652\" tg-width=\"700\" tg-height=\"392\" width=\"100%\" height=\"auto\"><span>SOURCE: FORD</span></p><p><blockquote><p class=\"t-img-caption\"><span>资料来源:福特</span></p></blockquote></p><p> <b>GM</b></p><p><blockquote><b>GM</b></blockquote></p><p> General Motors Co. <a href=\"https://laohu8.com/S/GM\">$(GM)$</a> surprised Wall Street in January by saying it aims to phase out all of its internal combustion engine vehicles by 2035 and only sell zero-emission vehicles by then. The auto maker also promises to be carbon-neutral by 2040.</p><p><blockquote>通用汽车公司。<a href=\"https://laohu8.com/S/GM\">$(GM)$</a>一月份,该公司表示计划到2035年逐步淘汰所有内燃机汽车,届时只销售零排放汽车,令华尔街感到惊讶。该汽车制造商还承诺到2040年实现碳中和。</blockquote></p><p> GM has said that it will offer 30 all-electric models globally by mid-decade, and that 40% percent of the company's U.S. models will be battery electric vehicles by the end of 2025. Its Hummer electric is expected for next year, with production starting this fall.</p><p><blockquote>通用汽车表示,到本世纪中期,将在全球范围内提供30款全电动车型,到2025年底,该公司40%的美国车型将是纯电动汽车。其悍马电动车预计将于明年上市,并于今年秋季开始生产。</blockquote></p><p> <b>Honda</b></p><p><blockquote><b>本田</b></blockquote></p><p> The Japanese maker (7267.TO), which owns the namesake Honda brand and also the luxury-car brand Acura, is projected to derive 40% of its sales from EVs and fuel-cell electric cars by 2030. In April 2020, Honda and GM announced a partnership to develop Honda electric cars using GM's Ultium batteries.</p><p><blockquote>这家日本制造商(7267.TO)拥有同名本田品牌和豪华汽车品牌讴歌,预计到2030年其销售额的40%将来自电动汽车和燃料电池电动汽车。2020年4月,本田和通用汽车宣布合作开发使用通用汽车Ultium电池的本田电动汽车。</blockquote></p><p> <b>Hyundai</b></p><p><blockquote><b>现代</b></blockquote></p><p> The Korean car maker , which also owns Kia, is aiming to have 40% of its Kia and Hyundai brands sales to be of EVs and fuel-cell electric vehicles by 2025. Its Hyundai brand plans on more than 30 electric passenger vehicles by then.</p><p><blockquote>这家还拥有起亚的韩国汽车制造商的目标是到2025年,其起亚和现代品牌销量的40%来自电动汽车和燃料电池电动汽车。其现代品牌计划届时推出30多款电动乘用车。</blockquote></p><p> <b>Mazda</b></p><p><blockquote><b>马自达</b></blockquote></p><p> Mazda plans to offer 5% of its vehicles as battery electric by 2030, but EV sales targets as a percentage of total sales are unknown at the moment. Mazda does not offer EVs in the U.S., but sells a few EV and hybrid models elsewhere.</p><p><blockquote>马自达计划到2030年提供5%的汽车为纯电动汽车,但电动汽车销量占总销量的百分比目标目前尚不清楚。马自达不在美国提供电动汽车,但在其他地方销售一些电动汽车和混合动力车型。</blockquote></p><p> <b>Nissan</b></p><p><blockquote><b>日产</b></blockquote></p><p> Nissan Motor Co. Ltd. was among the first auto makers to offer an all-electric vehicle, and its the Nissan Leaf for years was one of the few options available for those without the deep pockets needed for a Tesla Inc. <a href=\"https://laohu8.com/S/TSLA\">$(TSLA)$</a> Model S.</p><p><blockquote>日产汽车有限公司是最早提供全电动汽车的汽车制造商之一,多年来,对于那些没有足够财力购买特斯拉公司的人来说,日产聆风是为数不多的选择之一。<a href=\"https://laohu8.com/S/TSLA\">$(TSLA)$</a>S型。</blockquote></p><p></p><p> Nissan plans to offer 20 EV models in China by next year, and for the U.S. the company recently said it plans that more than 40% of its U.S. vehicle sales by 2030 will be fully electric.</p><p><blockquote>日产计划明年在中国推出20款电动汽车车型,而在美国,该公司最近表示,计划到2030年,其美国汽车销量的40%以上将是全电动汽车。</blockquote></p><p> <p class=\"t-img-caption\"><img src=\"https://static.tigerbbs.com/5cbdfabce43725b3d966cf5db5b820f6\" tg-width=\"700\" tg-height=\"466\" width=\"100%\" height=\"auto\"><span>The Nissan Leaf NISSAN</span></p><p><blockquote><p class=\"t-img-caption\"><span>日产聆风日产</span></p></blockquote></p><p> <b>Porsche</b></p><p><blockquote><b>保时捷</b></blockquote></p><p> The car maker and almost synonym of sports cars is aiming to have half of its sales be of EV vehicles by 2025.</p><p><blockquote>这家汽车制造商几乎是跑车的代名词,其目标是到2025年让电动汽车占其销量的一半。</blockquote></p><p> <b>Stellantis</b></p><p><blockquote><b>Stellantis</b></blockquote></p><p> <a href=\"https://laohu8.com/S/STLA\">Stellantis NV</a> (STLA.MI), the global auto maker formed earlier this year through the merger of Fiat Chrysler Automobiles NV and France's PSA Group, said in July it was investing $35 billion in EVs and adjacent technologies through 2025.</p><p><blockquote><a href=\"https://laohu8.com/S/STLA\">斯特兰蒂斯公司</a>(STLA.MI)是今年早些时候由菲亚特克莱斯勒汽车公司(Fiat Chrysler Automobiles NV)和法国PSA集团合并而成的全球汽车制造商,该公司7月份表示,到2025年,将在电动汽车和相关技术上投资350亿美元。</blockquote></p><p> By that year, Stellantis is expected to derive 31% of its U.S. sales and 38% of its European sales from EVs, percentages that are seen growing to 35% of U.S. sales and 70% of European sales by 2030.</p><p><blockquote>到那一年,Stellantis预计其美国销售额的31%和欧洲销售额的38%将来自电动汽车,预计到2030年,这一比例将增长到美国销售额的35%和欧洲销售额的70%。</blockquote></p><p> <b>Subaru</b></p><p><blockquote><b>斯巴鲁</b></blockquote></p><p> The Japanese maker is expected to derive 40% of its sales from EVs and hybrid electric vehicles by 2030.</p><p><blockquote>预计到2030年,这家日本制造商40%的销售额将来自电动汽车和混合动力电动汽车。</blockquote></p><p> <b>Toyota</b></p><p><blockquote><b>丰田</b></blockquote></p><p> Some 70% of sales for the world's No. 1 car maker (7203.TO) are expected to come from EVs and fuel-cell electric vehicles by 2030. Toyota plans to offer 15 battery EV models by 2025. The car maker, of course, broke ground with its hybrid Toyota Prius two decades ago.</p><p><blockquote>预计到2030年,这家全球第一汽车制造商(7203.TO)约70%的销售额将来自电动汽车和燃料电池电动汽车。丰田计划到2025年提供15款纯电动汽车车型。当然,这家汽车制造商在二十年前就推出了混合动力丰田普锐斯。</blockquote></p><p> <b>Volkswagen</b></p><p><blockquote><b>大众汽车</b></blockquote></p><p> The car maker is expected to derive 70% of its European sales from EVs and 50% of its U.S. sales from EVs by 2030. Volkswagen has pledged to spend about $40 billion through 2025 on EVs.</p><p><blockquote>预计到2030年,该汽车制造商70%的欧洲销量来自电动汽车,50%的美国销量来自电动汽车。大众汽车承诺到2025年在电动汽车上花费约400亿美元。</blockquote></p><p></p>","source":"lsy1603348471595","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>Chasing Tesla: Here are the current electric vehicle plans of every major car maker<blockquote>追逐特斯拉:以下是各大车厂目前的电动汽车计划</blockquote></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\">\nChasing Tesla: Here are the current electric vehicle plans of every major car maker<blockquote>追逐特斯拉:以下是各大车厂目前的电动汽车计划</blockquote>\n</h2>\n<h4 class=\"meta\">\n<p class=\"head\">\n<strong class=\"h-name small\">MarketWatch</strong><span class=\"h-time small\">2021-08-14 10:06</span>\n</p>\n</h4>\n</header>\n<article>\n<p>At President Joe Biden's urging, the auto industry pledged to boost production of electric vehicles to the point that they account for about half of total U.S. sales by 2030, a plan that raises hopes that EVs can shift from niche to normal.</p><p><blockquote>在总统乔·拜登的敦促下,汽车行业承诺到2030年将电动汽车产量提高到约占美国总销量的一半,这一计划让人们燃起了电动汽车从小众转向主流的希望。</blockquote></p><p> EVs accounted for 2.4% of U.S. cars sold in 2020, up from 0.7% five years ago, according to BloombergNEF. The research provider expects that share to increase to 11% in 2025; by 2030, it expects that slightly over a third of vehicles sold in the U.S. will be electric.</p><p><blockquote>根据彭博新能源财经的数据,2020年电动汽车占美国汽车销量的2.4%,高于五年前的0.7%。该研究提供商预计,到2025年,这一份额将增至11%;预计到2030年,美国销售的汽车中有三分之一以上将是电动汽车。</blockquote></p><p> Several auto makers had already announced bigger EV ambitions even before the White House call.</p><p><blockquote>甚至在白宫看涨期权之前,几家汽车制造商就已经宣布了更大的电动汽车雄心。</blockquote></p><p> Here are each major car maker's stated plans for EVs, including, when available, investment amounts and the range of models they hope to bring to market.</p><p><blockquote>以下是各主要汽车制造商对电动汽车的既定计划,包括(如果有)投资金额以及他们希望推向市场的车型范围。</blockquote></p><p> This information was collated from company sites, previous reports, and BloombergNEF projections, and will be updated regularly.</p><p><blockquote>这些信息是根据公司网站、之前的报告和彭博新能源财经的预测整理而成,并将定期更新。</blockquote></p><p> <b>Audi</b></p><p><blockquote><b>奥迪</b></blockquote></p><p> Audi, a brand known for its luxury cars and owned by Germany's Volkswagen AG , has promised to have battery-electric vehicles comprise 35% of its sales by 2025. By that time, Audi buyers will choose from about 20 EV models.</p><p><blockquote>德国大众汽车公司旗下以豪华汽车闻名的奥迪品牌承诺,到2025年,纯电动汽车将占其销量的35%。届时,奥迪买家将有约20款电动车型可供选择。</blockquote></p><p> <b>BMW</b></p><p><blockquote><b>宝马</b></blockquote></p><p> BMW AG , a luxury-car maker from Germany, was among the first EV innovators. It launched its i3 compact EV eight years ago, then as $one of the few serious competitors to Tesla Inc.'s vehicles.</p><p><blockquote>德国豪华汽车制造商宝马公司是最早的电动汽车创新者之一。八年前,该公司推出了i3紧凑型电动汽车,当时是特斯拉汽车为数不多的有力竞争对手之一。</blockquote></p><p> BMW's EV pipeline has slowed, but the auto maker has promised that 25% of its European sales will be all-electric and hybrid vehicles this year, and that all sales of its Mini brand will be battery electric by 2030. It expects to launch more than 10 battery EVs models in the next couple of years.</p><p><blockquote>宝马的电动汽车产品线已经放缓,但该汽车制造商承诺,今年其欧洲销量的25%将是全电动和混合动力汽车,到2030年,其Mini品牌的所有销量都将是纯电动汽车。预计未来几年将推出10多种电池电动汽车车型。</blockquote></p><p> <b>Daimler/Mercedes-Benz</b></p><p><blockquote><b>戴姆勒/奔驰</b></blockquote></p><p> Mercedes-Benz, owned by Daimler AG , expects that between 15% and 25% of its sales will be comprised of EV sales by 2025; by 2030, that percentage is expected to grow to 50%. Mercedes-Benz is slated to end 2021 offering three new electric passenger car models and more to come in 2022.</p><p><blockquote>戴姆勒股份公司旗下的梅赛德斯-奔驰预计,到2025年,其销量的15%至25%将来自电动汽车销量;到2030年,这一比例预计将增长至50%。梅赛德斯-奔驰计划在2021年底推出三款新的电动乘用车车型,并在2022年推出更多车型。</blockquote></p><p> <p class=\"t-img-caption\"><img src=\"https://static.tigerbbs.com/ec4b2abd59e5b19c9eec0034342af25e\" tg-width=\"700\" tg-height=\"413\" width=\"100%\" height=\"auto\"><span>SOURCE: MERCEDES</span></p><p><blockquote><p class=\"t-img-caption\"><span>资料来源:梅赛德斯</span></p></blockquote></p><p> <b>Ford</b></p><p><blockquote><b>福特</b></blockquote></p><p> Ford Motor Co. <a href=\"https://laohu8.com/S/F\">$(F)$</a> has said that 40% of its global sales by 2030 will be sales of EVs . Ford is aiming to have dozens of electrified models by 2022, the year that will also mark the debut of its much-awaited all-electric F-150 Lightning pickup truck.</p><p><blockquote>福特汽车公司。<a href=\"https://laohu8.com/S/F\">$(F)$</a>曾表示,到2030年,其全球销量的40%将是电动汽车。福特的目标是到2022年推出数十款电动车型,这一年也将标志着其备受期待的全电动F-150 Lightning皮卡的首次亮相。</blockquote></p><p> <p class=\"t-img-caption\"><img src=\"https://static.tigerbbs.com/3a44fec36dac046911679a2ba769cb2b\" tg-width=\"700\" tg-height=\"450\" width=\"100%\" height=\"auto\"><span>The Ford F-150 Lightning o JEFF KOWALSKY/AGENCE FRANCE-PRESSE/GETTY IMAGES</span></p><p><blockquote><p class=\"t-img-caption\"><span>福特F-150 Lightning作者:杰夫·科瓦尔斯基/法新社/盖蒂图片社</span></p></blockquote></p><p> Ford has called the Lightning the \"pillar\" of its more than $22 billion bet on EVs, which includes EV models for other best-selling vehicles such as the Mustang and its Transit van.</p><p><blockquote>福特称Lightning是其超过220亿美元电动汽车押注的“支柱”,其中包括野马及其全顺货车等其他畅销汽车的电动汽车车型。</blockquote></p><p> <p class=\"t-img-caption\"><img src=\"https://static.tigerbbs.com/87df52ddef1af1d1342d685897e83652\" tg-width=\"700\" tg-height=\"392\" width=\"100%\" height=\"auto\"><span>SOURCE: FORD</span></p><p><blockquote><p class=\"t-img-caption\"><span>资料来源:福特</span></p></blockquote></p><p> <b>GM</b></p><p><blockquote><b>GM</b></blockquote></p><p> General Motors Co. <a href=\"https://laohu8.com/S/GM\">$(GM)$</a> surprised Wall Street in January by saying it aims to phase out all of its internal combustion engine vehicles by 2035 and only sell zero-emission vehicles by then. The auto maker also promises to be carbon-neutral by 2040.</p><p><blockquote>通用汽车公司。<a href=\"https://laohu8.com/S/GM\">$(GM)$</a>一月份,该公司表示计划到2035年逐步淘汰所有内燃机汽车,届时只销售零排放汽车,令华尔街感到惊讶。该汽车制造商还承诺到2040年实现碳中和。</blockquote></p><p> GM has said that it will offer 30 all-electric models globally by mid-decade, and that 40% percent of the company's U.S. models will be battery electric vehicles by the end of 2025. Its Hummer electric is expected for next year, with production starting this fall.</p><p><blockquote>通用汽车表示,到本世纪中期,将在全球范围内提供30款全电动车型,到2025年底,该公司40%的美国车型将是纯电动汽车。其悍马电动车预计将于明年上市,并于今年秋季开始生产。</blockquote></p><p> <b>Honda</b></p><p><blockquote><b>本田</b></blockquote></p><p> The Japanese maker (7267.TO), which owns the namesake Honda brand and also the luxury-car brand Acura, is projected to derive 40% of its sales from EVs and fuel-cell electric cars by 2030. In April 2020, Honda and GM announced a partnership to develop Honda electric cars using GM's Ultium batteries.</p><p><blockquote>这家日本制造商(7267.TO)拥有同名本田品牌和豪华汽车品牌讴歌,预计到2030年其销售额的40%将来自电动汽车和燃料电池电动汽车。2020年4月,本田和通用汽车宣布合作开发使用通用汽车Ultium电池的本田电动汽车。</blockquote></p><p> <b>Hyundai</b></p><p><blockquote><b>现代</b></blockquote></p><p> The Korean car maker , which also owns Kia, is aiming to have 40% of its Kia and Hyundai brands sales to be of EVs and fuel-cell electric vehicles by 2025. Its Hyundai brand plans on more than 30 electric passenger vehicles by then.</p><p><blockquote>这家还拥有起亚的韩国汽车制造商的目标是到2025年,其起亚和现代品牌销量的40%来自电动汽车和燃料电池电动汽车。其现代品牌计划届时推出30多款电动乘用车。</blockquote></p><p> <b>Mazda</b></p><p><blockquote><b>马自达</b></blockquote></p><p> Mazda plans to offer 5% of its vehicles as battery electric by 2030, but EV sales targets as a percentage of total sales are unknown at the moment. Mazda does not offer EVs in the U.S., but sells a few EV and hybrid models elsewhere.</p><p><blockquote>马自达计划到2030年提供5%的汽车为纯电动汽车,但电动汽车销量占总销量的百分比目标目前尚不清楚。马自达不在美国提供电动汽车,但在其他地方销售一些电动汽车和混合动力车型。</blockquote></p><p> <b>Nissan</b></p><p><blockquote><b>日产</b></blockquote></p><p> Nissan Motor Co. Ltd. was among the first auto makers to offer an all-electric vehicle, and its the Nissan Leaf for years was one of the few options available for those without the deep pockets needed for a Tesla Inc. <a href=\"https://laohu8.com/S/TSLA\">$(TSLA)$</a> Model S.</p><p><blockquote>日产汽车有限公司是最早提供全电动汽车的汽车制造商之一,多年来,对于那些没有足够财力购买特斯拉公司的人来说,日产聆风是为数不多的选择之一。<a href=\"https://laohu8.com/S/TSLA\">$(TSLA)$</a>S型。</blockquote></p><p></p><p> Nissan plans to offer 20 EV models in China by next year, and for the U.S. the company recently said it plans that more than 40% of its U.S. vehicle sales by 2030 will be fully electric.</p><p><blockquote>日产计划明年在中国推出20款电动汽车车型,而在美国,该公司最近表示,计划到2030年,其美国汽车销量的40%以上将是全电动汽车。</blockquote></p><p> <p class=\"t-img-caption\"><img src=\"https://static.tigerbbs.com/5cbdfabce43725b3d966cf5db5b820f6\" tg-width=\"700\" tg-height=\"466\" width=\"100%\" height=\"auto\"><span>The Nissan Leaf NISSAN</span></p><p><blockquote><p class=\"t-img-caption\"><span>日产聆风日产</span></p></blockquote></p><p> <b>Porsche</b></p><p><blockquote><b>保时捷</b></blockquote></p><p> The car maker and almost synonym of sports cars is aiming to have half of its sales be of EV vehicles by 2025.</p><p><blockquote>这家汽车制造商几乎是跑车的代名词,其目标是到2025年让电动汽车占其销量的一半。</blockquote></p><p> <b>Stellantis</b></p><p><blockquote><b>Stellantis</b></blockquote></p><p> <a href=\"https://laohu8.com/S/STLA\">Stellantis NV</a> (STLA.MI), the global auto maker formed earlier this year through the merger of Fiat Chrysler Automobiles NV and France's PSA Group, said in July it was investing $35 billion in EVs and adjacent technologies through 2025.</p><p><blockquote><a href=\"https://laohu8.com/S/STLA\">斯特兰蒂斯公司</a>(STLA.MI)是今年早些时候由菲亚特克莱斯勒汽车公司(Fiat Chrysler Automobiles NV)和法国PSA集团合并而成的全球汽车制造商,该公司7月份表示,到2025年,将在电动汽车和相关技术上投资350亿美元。</blockquote></p><p> By that year, Stellantis is expected to derive 31% of its U.S. sales and 38% of its European sales from EVs, percentages that are seen growing to 35% of U.S. sales and 70% of European sales by 2030.</p><p><blockquote>到那一年,Stellantis预计其美国销售额的31%和欧洲销售额的38%将来自电动汽车,预计到2030年,这一比例将增长到美国销售额的35%和欧洲销售额的70%。</blockquote></p><p> <b>Subaru</b></p><p><blockquote><b>斯巴鲁</b></blockquote></p><p> The Japanese maker is expected to derive 40% of its sales from EVs and hybrid electric vehicles by 2030.</p><p><blockquote>预计到2030年,这家日本制造商40%的销售额将来自电动汽车和混合动力电动汽车。</blockquote></p><p> <b>Toyota</b></p><p><blockquote><b>丰田</b></blockquote></p><p> Some 70% of sales for the world's No. 1 car maker (7203.TO) are expected to come from EVs and fuel-cell electric vehicles by 2030. Toyota plans to offer 15 battery EV models by 2025. The car maker, of course, broke ground with its hybrid Toyota Prius two decades ago.</p><p><blockquote>预计到2030年,这家全球第一汽车制造商(7203.TO)约70%的销售额将来自电动汽车和燃料电池电动汽车。丰田计划到2025年提供15款纯电动汽车车型。当然,这家汽车制造商在二十年前就推出了混合动力丰田普锐斯。</blockquote></p><p> <b>Volkswagen</b></p><p><blockquote><b>大众汽车</b></blockquote></p><p> The car maker is expected to derive 70% of its European sales from EVs and 50% of its U.S. sales from EVs by 2030. Volkswagen has pledged to spend about $40 billion through 2025 on EVs.</p><p><blockquote>预计到2030年,该汽车制造商70%的欧洲销量来自电动汽车,50%的美国销量来自电动汽车。大众汽车承诺到2025年在电动汽车上花费约400亿美元。</blockquote></p><p></p>\n<div class=\"bt-text\">\n\n\n<p> 来源:<a href=\"https://www.marketwatch.com/story/chasing-tesla-here-are-the-current-electric-vehicle-plans-of-every-major-car-maker-11628876816?mod=home-page\">MarketWatch</a></p>\n<p>为提升您的阅读体验,我们对本页面进行了排版优化</p>\n\n\n</div>\n</article>\n</div>\n</body>\n</html>\n","type":0,"thumbnail":"","relate_stocks":{"NSANY":"日产汽车","TSLA":"特斯拉","DDAIF":"戴姆勒汽车","HMC":"本田汽车","HYEVF":"Hyundai Elevator Co Ltd.","F":"福特汽车","TM":"丰田汽车","VLKAF":"Volkswagen AG","GM":"通用汽车","FUJHF":"Subaru Corporation ","STLA":"Stellantis NV"},"source_url":"https://www.marketwatch.com/story/chasing-tesla-here-are-the-current-electric-vehicle-plans-of-every-major-car-maker-11628876816?mod=home-page","is_english":true,"share_image_url":"https://static.laohu8.com/e9f99090a1c2ed51c021029395664489","article_id":"2159521376","content_text":"At President Joe Biden's urging, the auto industry pledged to boost production of electric vehicles to the point that they account for about half of total U.S. sales by 2030, a plan that raises hopes that EVs can shift from niche to normal.\nEVs accounted for 2.4% of U.S. cars sold in 2020, up from 0.7% five years ago, according to BloombergNEF. The research provider expects that share to increase to 11% in 2025; by 2030, it expects that slightly over a third of vehicles sold in the U.S. will be electric.\nSeveral auto makers had already announced bigger EV ambitions even before the White House call.\nHere are each major car maker's stated plans for EVs, including, when available, investment amounts and the range of models they hope to bring to market.\nThis information was collated from company sites, previous reports, and BloombergNEF projections, and will be updated regularly.\nAudi\nAudi, a brand known for its luxury cars and owned by Germany's Volkswagen AG , has promised to have battery-electric vehicles comprise 35% of its sales by 2025. By that time, Audi buyers will choose from about 20 EV models.\nBMW\nBMW AG , a luxury-car maker from Germany, was among the first EV innovators. It launched its i3 compact EV eight years ago, then as $one of the few serious competitors to Tesla Inc.'s vehicles.\nBMW's EV pipeline has slowed, but the auto maker has promised that 25% of its European sales will be all-electric and hybrid vehicles this year, and that all sales of its Mini brand will be battery electric by 2030. It expects to launch more than 10 battery EVs models in the next couple of years.\nDaimler/Mercedes-Benz\nMercedes-Benz, owned by Daimler AG , expects that between 15% and 25% of its sales will be comprised of EV sales by 2025; by 2030, that percentage is expected to grow to 50%. Mercedes-Benz is slated to end 2021 offering three new electric passenger car models and more to come in 2022.\nSOURCE: MERCEDES\nFord\nFord Motor Co. $(F)$ has said that 40% of its global sales by 2030 will be sales of EVs . Ford is aiming to have dozens of electrified models by 2022, the year that will also mark the debut of its much-awaited all-electric F-150 Lightning pickup truck.\nThe Ford F-150 Lightning o JEFF KOWALSKY/AGENCE FRANCE-PRESSE/GETTY IMAGES\nFord has called the Lightning the \"pillar\" of its more than $22 billion bet on EVs, which includes EV models for other best-selling vehicles such as the Mustang and its Transit van.\nSOURCE: FORD\nGM\nGeneral Motors Co. $(GM)$ surprised Wall Street in January by saying it aims to phase out all of its internal combustion engine vehicles by 2035 and only sell zero-emission vehicles by then. The auto maker also promises to be carbon-neutral by 2040.\nGM has said that it will offer 30 all-electric models globally by mid-decade, and that 40% percent of the company's U.S. models will be battery electric vehicles by the end of 2025. Its Hummer electric is expected for next year, with production starting this fall.\nHonda\nThe Japanese maker (7267.TO), which owns the namesake Honda brand and also the luxury-car brand Acura, is projected to derive 40% of its sales from EVs and fuel-cell electric cars by 2030. In April 2020, Honda and GM announced a partnership to develop Honda electric cars using GM's Ultium batteries.\nHyundai\nThe Korean car maker , which also owns Kia, is aiming to have 40% of its Kia and Hyundai brands sales to be of EVs and fuel-cell electric vehicles by 2025. Its Hyundai brand plans on more than 30 electric passenger vehicles by then.\nMazda\nMazda plans to offer 5% of its vehicles as battery electric by 2030, but EV sales targets as a percentage of total sales are unknown at the moment. Mazda does not offer EVs in the U.S., but sells a few EV and hybrid models elsewhere.\nNissan\nNissan Motor Co. Ltd. was among the first auto makers to offer an all-electric vehicle, and its the Nissan Leaf for years was one of the few options available for those without the deep pockets needed for a Tesla Inc. $(TSLA)$ Model S.\nNissan plans to offer 20 EV models in China by next year, and for the U.S. the company recently said it plans that more than 40% of its U.S. vehicle sales by 2030 will be fully electric.\nThe Nissan Leaf NISSAN\nPorsche\nThe car maker and almost synonym of sports cars is aiming to have half of its sales be of EV vehicles by 2025.\nStellantis\nStellantis NV (STLA.MI), the global auto maker formed earlier this year through the merger of Fiat Chrysler Automobiles NV and France's PSA Group, said in July it was investing $35 billion in EVs and adjacent technologies through 2025.\nBy that year, Stellantis is expected to derive 31% of its U.S. sales and 38% of its European sales from EVs, percentages that are seen growing to 35% of U.S. sales and 70% of European sales by 2030.\nSubaru\nThe Japanese maker is expected to derive 40% of its sales from EVs and hybrid electric vehicles by 2030.\nToyota\nSome 70% of sales for the world's No. 1 car maker (7203.TO) are expected to come from EVs and fuel-cell electric vehicles by 2030. Toyota plans to offer 15 battery EV models by 2025. The car maker, of course, broke ground with its hybrid Toyota Prius two decades ago.\nVolkswagen\nThe car maker is expected to derive 70% of its European sales from EVs and 50% of its U.S. sales from EVs by 2030. 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