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山那边的英英子
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山那边的英英子
山那边的英英子
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2022-02-09
h
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山那边的英英子
山那边的英英子
·
2021-10-10
J
被做空后,贾跃亭创办的法拉第未来再遭律所调查
调查的重点,是法拉第未来是否向投资者披露了关于其生产电动汽车能力的误导性信息。
被做空后,贾跃亭创办的法拉第未来再遭律所调查
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山那边的英英子
山那边的英英子
·
2021-10-08
j
饿了么:坚决不从事“二选一”行为,坚持依法合规经营
饿了么公告:饿了么关注到国家市场监督管理总局对美团滥用市场支配地位的垄断行为作出处罚。饿了么坚决支持国家市场监督管理总局等相关行政部门对外卖行业公平竞争和长期健康发展的监管和指导,也将以此为鉴,坚决不
饿了么:坚决不从事“二选一”行为,坚持依法合规经营
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山那边的英英子
山那边的英英子
·
2021-10-07
b
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山那边的英英子
山那边的英英子
·
2021-10-06
j
被“女股神”多次减持股份,特斯拉还“香”吗?
9月29日晨间,根据《福布斯》实时富豪榜数据,埃隆·马斯克以2003亿美元净资产成为世界首富。之后马斯克在回应媒体时,还不忘拿贝索斯开刷,称将给他的老对手颁发一枚银牌和送他一个大大的“2”的雕像。
被“女股神”多次减持股份,特斯拉还“香”吗?
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山那边的英英子
山那边的英英子
·
2021-10-05
j
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山那边的英英子
山那边的英英子
·
2021-10-04
b
美国8月工厂订单月率:1.2%,大幅超过预期
美国8月工厂订单月率:1.2%,预期:0.5%,前值:0.4%。 财经网站Forexlive评美国8月工厂订单数据:数据显示出订单已经到位,但由于供应链问题受到严重冲击,积压订单预计继续增加。
美国8月工厂订单月率:1.2%,大幅超过预期
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山那边的英英子
山那边的英英子
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2021-10-03
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山那边的英英子
山那边的英英子
·
2021-10-01
F
【异动】机构“唱空”,阿里巴巴跌超2%
10月1日,阿里巴巴盘初跌超2%。此前花旗、KeyBanc、瑞杰金融等投行下调阿里巴巴美股目标价。 花旗分析师将阿里巴巴美股的目标价从300美元下调至240美元,并维持买入评级。该分析师称,受到限电和
【异动】机构“唱空”,阿里巴巴跌超2%
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山那边的英英子
山那边的英英子
·
2021-09-30
B
鲍威尔:高通胀将在2022年上半年出现一定程度上的改观
美联储主席鲍威尔:在通货膨胀和就业之间的紧张关系上,美联储发现自己的处境非常困难。我们远远没有实现充分就业。预计美国当前的高通胀现象将消退,高通胀系供给侧瓶颈问题所致,预计问题将在2022年上半年出现
鲍威尔:高通胀将在2022年上半年出现一定程度上的改观
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margin: 0;line-height: 11px;}\n.small {font-size: 12.5px; display: inline-block; transform: scale(0.9); -webkit-transform: scale(0.9); transform-origin: left; -webkit-transform-origin: left;}\n.smaller {font-size: 12.5px; display: inline-block; transform: scale(0.8); -webkit-transform: scale(0.8); transform-origin: left; -webkit-transform-origin: left;}\n.bt-text {font-size: 12px;margin: 1.5em 0 0 0}\n.bt-text p {margin: 0}\n</style>\n</head>\n<body>\n<div class=\"wrapper\">\n<header>\n<h2 class=\"title\">\n被做空后,贾跃亭创办的法拉第未来再遭律所调查\n</h2>\n\n<h4 class=\"meta\">\n\n\n2021-10-10 10:57 北京时间 <a href=https://www.thepaper.cn/newsDetail_forward_14826558><strong>澎湃新闻</strong></a>\n\n\n</h4>\n\n</header>\n<article>\n<div>\n<p>外媒报道称,律师事务所Bernstein Litowitz Berger & Grossmann LLP(以下简称“BLB&G”)将对法拉第未来是否触犯美国联邦证券法律展开调查。\nBLB&G调查的重点,是法拉第未来是否向投资者披露了关于其生产电动汽车能力的误导性信息。而BLB&G进行这次调查的起因,是做空机构美奇金投资(J Capital Research)当地时间10月7日发布的一份报告,这份...</p>\n\n<a href=\"https://www.thepaper.cn/newsDetail_forward_14826558\">Web Link</a>\n\n</div>\n\n\n</article>\n</div>\n</body>\n</html>\n","type":0,"thumbnail":"https://static.tigerbbs.com/1a3754f388f30b5f7e5d59651613a82b","relate_stocks":{},"source_url":"https://www.thepaper.cn/newsDetail_forward_14826558","is_english":false,"share_image_url":"https://static.laohu8.com/e9f99090a1c2ed51c021029395664489","article_id":"1124588293","content_text":"外媒报道称,律师事务所Bernstein Litowitz Berger & Grossmann LLP(以下简称“BLB&G”)将对法拉第未来是否触犯美国联邦证券法律展开调查。\nBLB&G调查的重点,是法拉第未来是否向投资者披露了关于其生产电动汽车能力的误导性信息。而BLB&G进行这次调查的起因,是做空机构美奇金投资(J Capital Research)当地时间10月7日发布的一份报告,这份长达28页的报告称,法拉第未来不大可能卖出去一辆汽车。报告指出,成立8 年,法拉第未来“没有能交付一辆汽车”,“没有能兑现在中美5个地方建设生产工厂的承诺”,“因未支付货款遭到数十家供应商起诉”,“没有披露在中国的资产被法院冻结的信息”。\n法拉第未来股价在这期间由逾20美元大幅下跌到8美元左右。\n贾跃亭\n对此,贾跃亭在个人社交平台回应称,“J Capital Research请小心,你们已经不是第一次被打脸了,冷饭热炒,无稽之谈。”除了回怼,贾跃亭还公开了新车型的量产时间,“2022年7月,加州汉福德,新物种诞生日见。”其指出的新物种,很可能是将要量产的FF 91车型。此前,贾跃亭曾公开表示,FF 91将在未来一年左右开始交付,FF将全力准备交付事宜。\nFF相关人士也对相关媒体表示,J Capital Research的报告充满大量误导性信息,缺乏逻辑和事实依据,FF将对这种不负责任的指控保留法律追诉权利。\n不过,这些回应没有打消资本市场的质疑,截至10月8日FF股价较发行价13.78美元,已跌41.58%,上市不到三个月股价已近腰斩。","news_type":1},"isVote":1,"tweetType":1,"viewCount":2362,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"CN","totalScore":0},{"id":821106849,"gmtCreate":1633703067290,"gmtModify":1633703067393,"author":{"id":"3581939067431343","authorId":"3581939067431343","name":"山那边的英英子","avatar":"https://static.tigerbbs.com/8c8a7304c7112e9c83de3d44c85ec252","crmLevel":2,"crmLevelSwitch":0,"followedFlag":false,"idStr":"3581939067431343","authorIdStr":"3581939067431343"},"themes":[],"htmlText":"j","listText":"j","text":"j","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":2,"commentSize":1,"repostSize":0,"link":"https://laohu8.com/post/821106849","repostId":"1120121510","repostType":4,"repost":{"id":"1120121510","kind":"news","weMediaInfo":{"introduction":"为用户提供金融资讯、行情、数据,旨在帮助投资者理解世界,做投资决策。","home_visible":1,"media_name":"老虎资讯综合","id":"102","head_image":"https://static.tigerbbs.com/8274c5b9d4c2852bfb1c4d6ce16c68ba"},"pubTimestamp":1633701347,"share":"https://www.laohu8.com/m/news/1120121510?lang=&edition=full","pubTime":"2021-10-08 21:55","market":"hk","language":"zh","title":"饿了么:坚决不从事“二选一”行为,坚持依法合规经营","url":"https://stock-news.laohu8.com/highlight/detail?id=1120121510","media":"老虎资讯综合","summary":"饿了么公告:饿了么关注到国家市场监督管理总局对美团滥用市场支配地位的垄断行为作出处罚。饿了么坚决支持国家市场监督管理总局等相关行政部门对外卖行业公平竞争和长期健康发展的监管和指导,也将以此为鉴,坚决不","content":"<p>饿了么公告:饿了么关注到国家市场监督管理总局对美团滥用市场支配地位的垄断行为作出处罚。饿了么坚决支持国家市场监督管理总局等相关行政部门对外卖行业公平竞争和长期健康发展的监管和指导,也将以此为鉴,坚决不从事“二选一”行为,坚持依法合规经营,自觉维护外卖行业公平良性的竞争环境。</p>\n<p><img src=\"https://static.tigerbbs.com/e4f7b00715f69cf17d73b04ad0b007e9\" tg-width=\"1126\" tg-height=\"455\" width=\"100%\" height=\"auto\"></p>\n<p></p>\n<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>饿了么:坚决不从事“二选一”行为,坚持依法合规经营</title>\n<style 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margin: 0;line-height: 11px;}\n.small {font-size: 12.5px; display: inline-block; transform: scale(0.9); -webkit-transform: scale(0.9); transform-origin: left; -webkit-transform-origin: left;}\n.smaller {font-size: 12.5px; display: inline-block; transform: scale(0.8); -webkit-transform: scale(0.8); transform-origin: left; -webkit-transform-origin: left;}\n.bt-text {font-size: 12px;margin: 1.5em 0 0 0}\n.bt-text p {margin: 0}\n</style>\n</head>\n<body>\n<div class=\"wrapper\">\n<header>\n<h2 class=\"title\">\n饿了么:坚决不从事“二选一”行为,坚持依法合规经营\n</h2>\n\n<h4 class=\"meta\">\n\n\n<a class=\"head\" href=\"https://laohu8.com/wemedia/102\">\n\n\n<div class=\"h-thumb\" style=\"background-image:url(https://static.tigerbbs.com/8274c5b9d4c2852bfb1c4d6ce16c68ba);background-size:cover;\"></div>\n\n<div class=\"h-content\">\n<p class=\"h-name\">老虎资讯综合 </p>\n<p class=\"h-time\">2021-10-08 21:55</p>\n</div>\n\n</a>\n\n\n</h4>\n\n</header>\n<article>\n<p>饿了么公告:饿了么关注到国家市场监督管理总局对美团滥用市场支配地位的垄断行为作出处罚。饿了么坚决支持国家市场监督管理总局等相关行政部门对外卖行业公平竞争和长期健康发展的监管和指导,也将以此为鉴,坚决不从事“二选一”行为,坚持依法合规经营,自觉维护外卖行业公平良性的竞争环境。</p>\n<p><img src=\"https://static.tigerbbs.com/e4f7b00715f69cf17d73b04ad0b007e9\" tg-width=\"1126\" tg-height=\"455\" width=\"100%\" height=\"auto\"></p>\n<p></p>\n<p></p>\n\n</article>\n</div>\n</body>\n</html>\n","type":0,"thumbnail":"https://static.tigerbbs.com/a7b9fbaa315649c7bb197a564df6d76e","relate_stocks":{},"is_english":false,"share_image_url":"https://static.laohu8.com/e9f99090a1c2ed51c021029395664489","article_id":"1120121510","content_text":"饿了么公告:饿了么关注到国家市场监督管理总局对美团滥用市场支配地位的垄断行为作出处罚。饿了么坚决支持国家市场监督管理总局等相关行政部门对外卖行业公平竞争和长期健康发展的监管和指导,也将以此为鉴,坚决不从事“二选一”行为,坚持依法合规经营,自觉维护外卖行业公平良性的竞争环境。","news_type":1},"isVote":1,"tweetType":1,"viewCount":1326,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"CN","totalScore":0},{"id":823661019,"gmtCreate":1633618714977,"gmtModify":1633618715104,"author":{"id":"3581939067431343","authorId":"3581939067431343","name":"山那边的英英子","avatar":"https://static.tigerbbs.com/8c8a7304c7112e9c83de3d44c85ec252","crmLevel":2,"crmLevelSwitch":0,"followedFlag":false,"idStr":"3581939067431343","authorIdStr":"3581939067431343"},"themes":[],"htmlText":"b","listText":"b","text":"b","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":2,"commentSize":2,"repostSize":0,"link":"https://laohu8.com/post/823661019","repostId":"1182571437","repostType":4,"isVote":1,"tweetType":1,"viewCount":1649,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"CN","totalScore":0},{"id":829500908,"gmtCreate":1633523110962,"gmtModify":1633523111091,"author":{"id":"3581939067431343","authorId":"3581939067431343","name":"山那边的英英子","avatar":"https://static.tigerbbs.com/8c8a7304c7112e9c83de3d44c85ec252","crmLevel":2,"crmLevelSwitch":0,"followedFlag":false,"idStr":"3581939067431343","authorIdStr":"3581939067431343"},"themes":[],"htmlText":"j","listText":"j","text":"j","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":1,"commentSize":1,"repostSize":0,"link":"https://laohu8.com/post/829500908","repostId":"1170068385","repostType":4,"repost":{"id":"1170068385","kind":"news","pubTimestamp":1633519204,"share":"https://www.laohu8.com/m/news/1170068385?lang=&edition=full","pubTime":"2021-10-06 19:20","market":"us","language":"zh","title":"被“女股神”多次减持股份,特斯拉还“香”吗?","url":"https://stock-news.laohu8.com/highlight/detail?id=1170068385","media":"美股研究社","summary":"9月29日晨间,根据《福布斯》实时富豪榜数据,埃隆·马斯克以2003亿美元净资产成为世界首富。之后马斯克在回应媒体时,还不忘拿贝索斯开刷,称将给他的老对手颁发一枚银牌和送他一个大大的“2”的雕像。\n\n","content":"<p>9月29日晨间,根据《福布斯》实时富豪榜数据,埃隆·马斯克以2003亿美元净资产成为世界首富。之后马斯克在回应媒体时,还不忘拿贝索斯开刷,称将给他的老对手颁发一枚银牌和送他一个大大的“2”的雕像。</p>\n<p><img src=\"https://static.tigerbbs.com/2d779344f351380aaa43ad197c01e3a2\" tg-width=\"554\" tg-height=\"448\" referrerpolicy=\"no-referrer\"></p>\n<p>身为特斯拉的CEO,马斯克能够成为世界首富,当然和特斯拉的股价有关。据数据显示,2020年特斯拉股价上涨约720%,且今年迄今为止,TSLA已上涨逾10%,高盛等机构也发出了看好评论,将特斯拉称为行业的领导者,给予其买入评级。</p>\n<p>从上来看,TSLA似乎是一只值得长期持有的蓝筹股。但就在9月28日,“女股神”凯茜-伍德又一次减持特斯拉,包括本次出售在内,这是伍德本月第七次减持特斯拉股份。为什么伍德的方舟投资公司要进一步减持TSLA?特斯拉真的不香了吗?</p>\n<p><b>七次减持股份,木头姐称仍看好特斯拉</b></p>\n<p>截止至9月28日,木头姐旗下方舟基金共七次减持特斯拉股份,总计套现了约3.3亿美元。</p>\n<p>虽然没有给出具体的出售原因,但凯茜-伍德此前曾表示,她喜欢围绕特斯拉股票的波动性进行交易,例如在股价下跌时逢低买入,在股价上涨时卖出获利。且据近期报道,伍德认为美股没有被高估,对特斯拉也表示了赞赏,并认为TSLA可以涨到每股3000美元。</p>\n<p>而且需要注意的是,即便多次减持,伍德的三只基金——方舟自动化技术和机器人ETF、方舟创新ETF与方舟下一代互联网ETF,仍旧将特斯拉作为最大重仓股,目前持仓数超过405万股股票,价值约32亿美元。</p>\n<p>但随着10年期美债收益率续创逾三个月高位,美股各项指数惨遭重创,科技股也受到了严重打击,微软、苹果等科技巨头股价均有下跌,特斯拉的股价在28日也收跌于1.74。且较高期限的公司容易受到利率上升的影响。在进行DCF评估时,所有未来的现金流都要进行折现,以计算出一个公司今天的价值,由此可见,在这种大环境背景下,特斯拉股价更容易受到影响,或将再次下跌。</p>\n<p><b>二季度收入暴涨,Semi电动卡车却“遥遥无期”?</b></p>\n<p>为何木头姐如此看好特斯拉,可能和特斯拉近几年的表现有关。从2017年底到现在,特斯拉的市场份额不仅在上涨,并且涨幅偏大。且在过去十年中,特斯拉的收入从4.133亿美元增长到418.6亿美元,增长了10128.72%,同时实现了盈利。</p>\n<p>再从最新一季度的财报来看,据数据显示,特斯拉Q2营收达到119.58亿美元,同比增长98%;净收入为11.4亿美元,是去年同期收入的十倍之多;全球产量达到了206421辆,同比增长151%,其中交付辆达到了201304辆,同比增长121%。</p>\n<p>这份数据出色点不仅在于创下了季度新高,更在于特斯拉还面临着芯片和汽车零部件短缺的问题却依旧取得了不错的成果。同时全球疫情影响着运输、供应链和旅游等服务业,这对于特斯拉来说,也是个不小的挑战。</p>\n<p>出于以上的原因,我认为特斯拉可以说是一家成功的公司,但并非是一家伟大的公司。</p>\n<p>在发布财报的同时,特斯拉也透露了一条坏消息,由于电池和供应链等原因,特斯拉Semi卡车项目将会被推迟至2022年推出。而在此前,特斯拉曾对外表示,Semi电动卡车将会在2021年投产,并陆续向客户交付。此外,这不是Semi电动卡车第一次被推迟。</p>\n<p><img src=\"https://static.tigerbbs.com/1dbc51ec863cdb4fb4ebedc20fa1f209\" tg-width=\"593\" tg-height=\"591\" referrerpolicy=\"no-referrer\"></p>\n<p>图源百度</p>\n<p>追溯到2017年,特斯拉就已公开了电动卡车Semi的量产车型,并在发布会上,特斯拉宣布该产品将于2019年登陆市场。此后到了2019年,特斯拉表示因产能问题无法交付而将日期推迟到2020年,2020年又推到了2021年,现在则推迟到了2022年。</p>\n<p>一想到今年3月份传出来的有关Semi电动卡车工厂将正式开启的消息,在对比7月份的推迟申明,不知道从2017年开始就期待这款车的客户们心里是否五味杂陈。</p>\n<p><b>Lucid Motors们虎视眈眈,“老大哥”特斯拉或将面临更大竞争</b></p>\n<p>美国电动汽车初创公司Lucid Motors在28号对外宣称,开始生产Lucid Air电动汽车,并预计将于10月末进行交付高配版Lucid Air Dream Edition。早前该公司就表示过Lucid Air Dream Edition是迄今为止续航里程最长的电动汽车,将会超过特斯拉最好的车型。</p>\n<p>Lucid Motors将旗下产品与特斯拉的产品做对比,听起来就像是挑战,而这也并不是特斯拉第一次面对这种情况。此前小鹏汽车正式发布了新款车型——P5,其使用激光雷达进行自动驾驶,这与特斯拉使用摄像头创建“视觉”的方法有所不同,且P5将直接与特斯拉的Model 3竞争,因为它提供类似范围的更低价格。</p>\n<p>除此之外,通用汽车和大众汽车等传统汽车制造商已宣布计划到2035年只销售电动汽车。即使特斯拉具有先发优势并制定了将电动汽车作为日常用车的标准,但竞争已经开始加剧,不管是传统车企还是新型初创公司,又或者想要进入造成行业而下场的其他公司,他们都希望重新定义特斯拉建立的电动汽车标准,从而占据更多的市场份额。</p>\n<p>因此随着世界各地的汽车制造商都在加快电气化计划,未来特斯拉的市场份额可能会减少,面临的挑战也会越来越大。</p>\n<p><b>结语</b></p>\n<p>尽管新能源汽车发展因售价高和充电难而受到限制,但其市场前景却不容忽视。据全国乘用车联席会发布8月数据,其中新能源乘用车的零售销量达到了24.9万辆,同比增长167.74%。且预计电动车销量将从2020年的300万辆上升到2040年的6600万辆,并占到汽车总销量的三分之二。</p>\n<p>而按照当前全球的市场份额来算,特斯拉可以说是全球最大的电动汽车制造商。21年上半年,全球电动汽车销量总计265万辆,同比增长168%,其中特斯拉以14.55%的份额成为电动汽车销量的全球领导者。这也是各大机构看好特斯拉的原因之一。尽管供应链问题依旧存在,华尔街分析师却预计特斯拉Q3将交付约23万辆汽车,甚至认为这将是特斯拉表现最好的一个季度。并且特斯拉现在仍然处于行业非常有利的位置,可以继续收集数据并构建最佳人工智能软件,这将使特斯拉能够扩大其收入来源。</p>\n<p>但也因为特斯拉站在了行业顶端,加之随着电动汽车在全球范围内迅速普及,所以现在他正面临着多方面的竞争,无论是我国的“造车三傻蔚小理”,还是传统汽车制造商福特汽车、通用汽车,又或者初创公司Lucid Motors等。再加之电池起火等安全交通事故,“风口浪尖”上的特斯拉无疑是被虎视眈眈的对象。</p>\n<p>和早期的苹果、亚马逊等科技公司一样,特斯拉的故事才刚刚开始,时间会证明TSLA到底香不香。</p>","source":"mgyjs","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>被“女股神”多次减持股份,特斯拉还“香”吗?</title>\n<style type=\"text/css\">\na,abbr,acronym,address,applet,article,aside,audio,b,big,blockquote,body,canvas,caption,center,cite,code,dd,del,details,dfn,div,dl,dt,\nem,embed,fieldset,figcaption,figure,footer,form,h1,h2,h3,h4,h5,h6,header,hgroup,html,i,iframe,img,ins,kbd,label,legend,li,mark,menu,nav,\nobject,ol,output,p,pre,q,ruby,s,samp,section,small,span,strike,strong,sub,summary,sup,table,tbody,td,tfoot,th,thead,time,tr,tt,u,ul,var,video{ font:inherit;margin:0;padding:0;vertical-align:baseline;border:0 }\nbody{ font-size:16px; line-height:1.5; color:#999; background:transparent; }\n.wrapper{ overflow:hidden;word-break:break-all;padding:10px; }\nh1,h2{ font-weight:normal; line-height:1.35; margin-bottom:.6em; }\nh3,h4,h5,h6{ line-height:1.35; margin-bottom:1em; }\nh1{ font-size:24px; }\nh2{ font-size:20px; }\nh3{ font-size:18px; }\nh4{ font-size:16px; }\nh5{ font-size:14px; }\nh6{ font-size:12px; }\np,ul,ol,blockquote,dl,table{ margin:1.2em 0; }\nul,ol{ margin-left:2em; }\nul{ list-style:disc; }\nol{ list-style:decimal; }\nli,li p{ margin:10px 0;}\nimg{ max-width:100%;display:block;margin:0 auto 1em; }\nblockquote{ color:#B5B2B1; border-left:3px solid #aaa; padding:1em; }\nstrong,b{font-weight:bold;}\nem,i{font-style:italic;}\ntable{ width:100%;border-collapse:collapse;border-spacing:1px;margin:1em 0;font-size:.9em; }\nth,td{ padding:5px;text-align:left;border:1px solid #aaa; }\nth{ font-weight:bold;background:#5d5d5d; }\n.symbol-link{font-weight:bold;}\n/* header{ border-bottom:1px solid #494756; } */\n.title{ margin:0 0 8px;line-height:1.3;color:#ddd; }\n.meta {color:#5e5c6d;font-size:13px;margin:0 0 .5em; }\na{text-decoration:none; color:#2a4b87;}\n.meta .head { display: inline-block; overflow: hidden}\n.head .h-thumb { width: 30px; height: 30px; margin: 0; padding: 0; border-radius: 50%; float: left;}\n.head .h-content { margin: 0; padding: 0 0 0 9px; float: left;}\n.head .h-name {font-size: 13px; color: #eee; margin: 0;}\n.head .h-time {font-size: 11px; color: #7E829C; margin: 0;line-height: 11px;}\n.small {font-size: 12.5px; display: inline-block; transform: scale(0.9); -webkit-transform: scale(0.9); transform-origin: left; -webkit-transform-origin: left;}\n.smaller {font-size: 12.5px; display: inline-block; transform: scale(0.8); -webkit-transform: scale(0.8); transform-origin: left; -webkit-transform-origin: left;}\n.bt-text {font-size: 12px;margin: 1.5em 0 0 0}\n.bt-text p {margin: 0}\n</style>\n</head>\n<body>\n<div class=\"wrapper\">\n<header>\n<h2 class=\"title\">\n被“女股神”多次减持股份,特斯拉还“香”吗?\n</h2>\n\n<h4 class=\"meta\">\n\n\n2021-10-06 19:20 北京时间 <a href=https://mp.weixin.qq.com/s/135CdA9V5E1fkaFZTTc7Vw><strong>美股研究社</strong></a>\n\n\n</h4>\n\n</header>\n<article>\n<div>\n<p>9月29日晨间,根据《福布斯》实时富豪榜数据,埃隆·马斯克以2003亿美元净资产成为世界首富。之后马斯克在回应媒体时,还不忘拿贝索斯开刷,称将给他的老对手颁发一枚银牌和送他一个大大的“2”的雕像。\n\n身为特斯拉的CEO,马斯克能够成为世界首富,当然和特斯拉的股价有关。据数据显示,2020年特斯拉股价上涨约720%,且今年迄今为止,TSLA已上涨逾10%,高盛等机构也发出了看好评论,将特斯拉称为行业...</p>\n\n<a href=\"https://mp.weixin.qq.com/s/135CdA9V5E1fkaFZTTc7Vw\">Web Link</a>\n\n</div>\n\n\n</article>\n</div>\n</body>\n</html>\n","type":0,"thumbnail":"https://static.tigerbbs.com/894b094eb32ac5072648613b2fa7f36e","relate_stocks":{},"source_url":"https://mp.weixin.qq.com/s/135CdA9V5E1fkaFZTTc7Vw","is_english":false,"share_image_url":"https://static.laohu8.com/e9f99090a1c2ed51c021029395664489","article_id":"1170068385","content_text":"9月29日晨间,根据《福布斯》实时富豪榜数据,埃隆·马斯克以2003亿美元净资产成为世界首富。之后马斯克在回应媒体时,还不忘拿贝索斯开刷,称将给他的老对手颁发一枚银牌和送他一个大大的“2”的雕像。\n\n身为特斯拉的CEO,马斯克能够成为世界首富,当然和特斯拉的股价有关。据数据显示,2020年特斯拉股价上涨约720%,且今年迄今为止,TSLA已上涨逾10%,高盛等机构也发出了看好评论,将特斯拉称为行业的领导者,给予其买入评级。\n从上来看,TSLA似乎是一只值得长期持有的蓝筹股。但就在9月28日,“女股神”凯茜-伍德又一次减持特斯拉,包括本次出售在内,这是伍德本月第七次减持特斯拉股份。为什么伍德的方舟投资公司要进一步减持TSLA?特斯拉真的不香了吗?\n七次减持股份,木头姐称仍看好特斯拉\n截止至9月28日,木头姐旗下方舟基金共七次减持特斯拉股份,总计套现了约3.3亿美元。\n虽然没有给出具体的出售原因,但凯茜-伍德此前曾表示,她喜欢围绕特斯拉股票的波动性进行交易,例如在股价下跌时逢低买入,在股价上涨时卖出获利。且据近期报道,伍德认为美股没有被高估,对特斯拉也表示了赞赏,并认为TSLA可以涨到每股3000美元。\n而且需要注意的是,即便多次减持,伍德的三只基金——方舟自动化技术和机器人ETF、方舟创新ETF与方舟下一代互联网ETF,仍旧将特斯拉作为最大重仓股,目前持仓数超过405万股股票,价值约32亿美元。\n但随着10年期美债收益率续创逾三个月高位,美股各项指数惨遭重创,科技股也受到了严重打击,微软、苹果等科技巨头股价均有下跌,特斯拉的股价在28日也收跌于1.74。且较高期限的公司容易受到利率上升的影响。在进行DCF评估时,所有未来的现金流都要进行折现,以计算出一个公司今天的价值,由此可见,在这种大环境背景下,特斯拉股价更容易受到影响,或将再次下跌。\n二季度收入暴涨,Semi电动卡车却“遥遥无期”?\n为何木头姐如此看好特斯拉,可能和特斯拉近几年的表现有关。从2017年底到现在,特斯拉的市场份额不仅在上涨,并且涨幅偏大。且在过去十年中,特斯拉的收入从4.133亿美元增长到418.6亿美元,增长了10128.72%,同时实现了盈利。\n再从最新一季度的财报来看,据数据显示,特斯拉Q2营收达到119.58亿美元,同比增长98%;净收入为11.4亿美元,是去年同期收入的十倍之多;全球产量达到了206421辆,同比增长151%,其中交付辆达到了201304辆,同比增长121%。\n这份数据出色点不仅在于创下了季度新高,更在于特斯拉还面临着芯片和汽车零部件短缺的问题却依旧取得了不错的成果。同时全球疫情影响着运输、供应链和旅游等服务业,这对于特斯拉来说,也是个不小的挑战。\n出于以上的原因,我认为特斯拉可以说是一家成功的公司,但并非是一家伟大的公司。\n在发布财报的同时,特斯拉也透露了一条坏消息,由于电池和供应链等原因,特斯拉Semi卡车项目将会被推迟至2022年推出。而在此前,特斯拉曾对外表示,Semi电动卡车将会在2021年投产,并陆续向客户交付。此外,这不是Semi电动卡车第一次被推迟。\n\n图源百度\n追溯到2017年,特斯拉就已公开了电动卡车Semi的量产车型,并在发布会上,特斯拉宣布该产品将于2019年登陆市场。此后到了2019年,特斯拉表示因产能问题无法交付而将日期推迟到2020年,2020年又推到了2021年,现在则推迟到了2022年。\n一想到今年3月份传出来的有关Semi电动卡车工厂将正式开启的消息,在对比7月份的推迟申明,不知道从2017年开始就期待这款车的客户们心里是否五味杂陈。\nLucid Motors们虎视眈眈,“老大哥”特斯拉或将面临更大竞争\n美国电动汽车初创公司Lucid Motors在28号对外宣称,开始生产Lucid Air电动汽车,并预计将于10月末进行交付高配版Lucid Air Dream Edition。早前该公司就表示过Lucid Air Dream Edition是迄今为止续航里程最长的电动汽车,将会超过特斯拉最好的车型。\nLucid Motors将旗下产品与特斯拉的产品做对比,听起来就像是挑战,而这也并不是特斯拉第一次面对这种情况。此前小鹏汽车正式发布了新款车型——P5,其使用激光雷达进行自动驾驶,这与特斯拉使用摄像头创建“视觉”的方法有所不同,且P5将直接与特斯拉的Model 3竞争,因为它提供类似范围的更低价格。\n除此之外,通用汽车和大众汽车等传统汽车制造商已宣布计划到2035年只销售电动汽车。即使特斯拉具有先发优势并制定了将电动汽车作为日常用车的标准,但竞争已经开始加剧,不管是传统车企还是新型初创公司,又或者想要进入造成行业而下场的其他公司,他们都希望重新定义特斯拉建立的电动汽车标准,从而占据更多的市场份额。\n因此随着世界各地的汽车制造商都在加快电气化计划,未来特斯拉的市场份额可能会减少,面临的挑战也会越来越大。\n结语\n尽管新能源汽车发展因售价高和充电难而受到限制,但其市场前景却不容忽视。据全国乘用车联席会发布8月数据,其中新能源乘用车的零售销量达到了24.9万辆,同比增长167.74%。且预计电动车销量将从2020年的300万辆上升到2040年的6600万辆,并占到汽车总销量的三分之二。\n而按照当前全球的市场份额来算,特斯拉可以说是全球最大的电动汽车制造商。21年上半年,全球电动汽车销量总计265万辆,同比增长168%,其中特斯拉以14.55%的份额成为电动汽车销量的全球领导者。这也是各大机构看好特斯拉的原因之一。尽管供应链问题依旧存在,华尔街分析师却预计特斯拉Q3将交付约23万辆汽车,甚至认为这将是特斯拉表现最好的一个季度。并且特斯拉现在仍然处于行业非常有利的位置,可以继续收集数据并构建最佳人工智能软件,这将使特斯拉能够扩大其收入来源。\n但也因为特斯拉站在了行业顶端,加之随着电动汽车在全球范围内迅速普及,所以现在他正面临着多方面的竞争,无论是我国的“造车三傻蔚小理”,还是传统汽车制造商福特汽车、通用汽车,又或者初创公司Lucid Motors等。再加之电池起火等安全交通事故,“风口浪尖”上的特斯拉无疑是被虎视眈眈的对象。\n和早期的苹果、亚马逊等科技公司一样,特斯拉的故事才刚刚开始,时间会证明TSLA到底香不香。","news_type":1},"isVote":1,"tweetType":1,"viewCount":1345,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"CN","totalScore":0},{"id":829016450,"gmtCreate":1633442489420,"gmtModify":1633442489550,"author":{"id":"3581939067431343","authorId":"3581939067431343","name":"山那边的英英子","avatar":"https://static.tigerbbs.com/8c8a7304c7112e9c83de3d44c85ec252","crmLevel":2,"crmLevelSwitch":0,"followedFlag":false,"idStr":"3581939067431343","authorIdStr":"3581939067431343"},"themes":[],"htmlText":"j","listText":"j","text":"j","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":3,"commentSize":1,"repostSize":0,"link":"https://laohu8.com/post/829016450","repostId":"1183567292","repostType":4,"isVote":1,"tweetType":1,"viewCount":1181,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"CN","totalScore":0},{"id":820188898,"gmtCreate":1633358859749,"gmtModify":1633358859841,"author":{"id":"3581939067431343","authorId":"3581939067431343","name":"山那边的英英子","avatar":"https://static.tigerbbs.com/8c8a7304c7112e9c83de3d44c85ec252","crmLevel":2,"crmLevelSwitch":0,"followedFlag":false,"idStr":"3581939067431343","authorIdStr":"3581939067431343"},"themes":[],"htmlText":"b","listText":"b","text":"b","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":2,"commentSize":1,"repostSize":0,"link":"https://laohu8.com/post/820188898","repostId":"1111011610","repostType":4,"repost":{"id":"1111011610","kind":"news","weMediaInfo":{"introduction":"为用户提供金融资讯、行情、数据,旨在帮助投资者理解世界,做投资决策。","home_visible":1,"media_name":"老虎资讯综合","id":"102","head_image":"https://static.tigerbbs.com/8274c5b9d4c2852bfb1c4d6ce16c68ba"},"pubTimestamp":1633356065,"share":"https://www.laohu8.com/m/news/1111011610?lang=&edition=full","pubTime":"2021-10-04 22:01","market":"us","language":"zh","title":"美国8月工厂订单月率:1.2%,大幅超过预期","url":"https://stock-news.laohu8.com/highlight/detail?id=1111011610","media":"老虎资讯综合","summary":"美国8月工厂订单月率:1.2%,预期:0.5%,前值:0.4%。\n财经网站Forexlive评美国8月工厂订单数据:数据显示出订单已经到位,但由于供应链问题受到严重冲击,积压订单预计继续增加。","content":"<p>美国8月工厂订单月率:<b>1.2%</b>,预期:0.5%,前值:0.4%。</p>\n<p>财经网站Forexlive评美国8月工厂订单数据:数据显示出订单已经到位,但由于供应链问题受到严重冲击,积压订单预计继续增加。</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>美国8月工厂订单月率:1.2%,大幅超过预期</title>\n<style 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22:01</p>\n</div>\n\n</a>\n\n\n</h4>\n\n</header>\n<article>\n<p>美国8月工厂订单月率:<b>1.2%</b>,预期:0.5%,前值:0.4%。</p>\n<p>财经网站Forexlive评美国8月工厂订单数据:数据显示出订单已经到位,但由于供应链问题受到严重冲击,积压订单预计继续增加。</p>\n\n</article>\n</div>\n</body>\n</html>\n","type":0,"thumbnail":"https://static.tigerbbs.com/0ec0788ac39d1110dfe10b0a2501ed24","relate_stocks":{},"is_english":false,"share_image_url":"https://static.laohu8.com/e9f99090a1c2ed51c021029395664489","article_id":"1111011610","content_text":"美国8月工厂订单月率:1.2%,预期:0.5%,前值:0.4%。\n财经网站Forexlive评美国8月工厂订单数据:数据显示出订单已经到位,但由于供应链问题受到严重冲击,积压订单预计继续增加。","news_type":1},"isVote":1,"tweetType":1,"viewCount":1580,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"CN","totalScore":0},{"id":867253196,"gmtCreate":1633275947946,"gmtModify":1633275948062,"author":{"id":"3581939067431343","authorId":"3581939067431343","name":"山那边的英英子","avatar":"https://static.tigerbbs.com/8c8a7304c7112e9c83de3d44c85ec252","crmLevel":2,"crmLevelSwitch":0,"followedFlag":false,"idStr":"3581939067431343","authorIdStr":"3581939067431343"},"themes":[],"htmlText":"I","listText":"I","text":"I","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":1,"commentSize":1,"repostSize":0,"link":"https://laohu8.com/post/867253196","repostId":"2172964283","repostType":4,"isVote":1,"tweetType":1,"viewCount":1133,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"CN","totalScore":0},{"id":864645195,"gmtCreate":1633100390469,"gmtModify":1633100390557,"author":{"id":"3581939067431343","authorId":"3581939067431343","name":"山那边的英英子","avatar":"https://static.tigerbbs.com/8c8a7304c7112e9c83de3d44c85ec252","crmLevel":2,"crmLevelSwitch":0,"followedFlag":false,"idStr":"3581939067431343","authorIdStr":"3581939067431343"},"themes":[],"htmlText":" 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href=\"https://laohu8.com/S/RJF\">瑞杰金融</a>等投行下调阿里巴巴美股目标价。</p>\n<p>花旗分析师将阿里巴巴美股的目标价从300美元下调至240美元,并维持买入评级。该分析师称,受到限电和新冠肺炎疫情等 \"若干不利因素 \"影响,非必需品需求疲软的情况可能会持续到9月份以及今年剩余的时间。阿里巴巴越来越难达到其2022财年收入同比增长30%的指引,且 下调全年指引的可能性越来越大。<img src=\"https://static.tigerbbs.com/fdec54b204f4b6c0436d91abf2881d91\" tg-width=\"840\" tg-height=\"470\" referrerpolicy=\"no-referrer\"></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>【异动】机构“唱空”,阿里巴巴跌超2%</title>\n<style 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href=\"https://laohu8.com/S/BABA\">阿里巴巴</a>盘初跌超2%。此前花旗、KeyBanc、<a href=\"https://laohu8.com/S/RJF\">瑞杰金融</a>等投行下调阿里巴巴美股目标价。</p>\n<p>花旗分析师将阿里巴巴美股的目标价从300美元下调至240美元,并维持买入评级。该分析师称,受到限电和新冠肺炎疫情等 \"若干不利因素 \"影响,非必需品需求疲软的情况可能会持续到9月份以及今年剩余的时间。阿里巴巴越来越难达到其2022财年收入同比增长30%的指引,且 下调全年指引的可能性越来越大。<img src=\"https://static.tigerbbs.com/fdec54b204f4b6c0436d91abf2881d91\" tg-width=\"840\" tg-height=\"470\" referrerpolicy=\"no-referrer\"></p>\n\n</article>\n</div>\n</body>\n</html>\n","type":0,"thumbnail":"https://static.tigerbbs.com/05ddeb1f7be03fe06014ae549a8abe22","relate_stocks":{"09988":"阿里巴巴-W","BABA":"阿里巴巴","QNETCN":"纳斯达克中美互联网老虎指数"},"is_english":false,"share_image_url":"https://static.laohu8.com/e9f99090a1c2ed51c021029395664489","article_id":"1171551162","content_text":"10月1日,阿里巴巴盘初跌超2%。此前花旗、KeyBanc、瑞杰金融等投行下调阿里巴巴美股目标价。\n花旗分析师将阿里巴巴美股的目标价从300美元下调至240美元,并维持买入评级。该分析师称,受到限电和新冠肺炎疫情等 \"若干不利因素 \"影响,非必需品需求疲软的情况可能会持续到9月份以及今年剩余的时间。阿里巴巴越来越难达到其2022财年收入同比增长30%的指引,且 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23:03","market":"us","language":"zh","title":"鲍威尔:高通胀将在2022年上半年出现一定程度上的改观","url":"https://stock-news.laohu8.com/highlight/detail?id=1100279403","media":"老虎资讯综合","summary":"美联储主席鲍威尔:在通货膨胀和就业之间的紧张关系上,美联储发现自己的处境非常困难。我们远远没有实现充分就业。预计美国当前的高通胀现象将消退,高通胀系供给侧瓶颈问题所致,预计问题将在2022年上半年出现","content":"<p>美联储主席鲍威尔:在通货膨胀和就业之间的紧张关系上,美联储发现自己的处境非常困难。我们远远没有实现充分就业。预计美国当前的高通胀现象将消退,高通胀系供给侧瓶颈问题所致,预计问题将在2022年上半年出现一定程度上的改观。美国国会山有必要上调债务上限。否则,一系列后果将相当严重。</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>鲍威尔:高通胀将在2022年上半年出现一定程度上的改观</title>\n<style 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margin: 0;line-height: 11px;}\n.small {font-size: 12.5px; display: inline-block; transform: scale(0.9); -webkit-transform: scale(0.9); transform-origin: left; -webkit-transform-origin: left;}\n.smaller {font-size: 12.5px; display: inline-block; transform: scale(0.8); -webkit-transform: scale(0.8); transform-origin: left; -webkit-transform-origin: left;}\n.bt-text {font-size: 12px;margin: 1.5em 0 0 0}\n.bt-text p {margin: 0}\n</style>\n</head>\n<body>\n<div class=\"wrapper\">\n<header>\n<h2 class=\"title\">\n鲍威尔:高通胀将在2022年上半年出现一定程度上的改观\n</h2>\n\n<h4 class=\"meta\">\n\n\n<a class=\"head\" href=\"https://laohu8.com/wemedia/102\">\n\n\n<div class=\"h-thumb\" style=\"background-image:url(https://static.tigerbbs.com/8274c5b9d4c2852bfb1c4d6ce16c68ba);background-size:cover;\"></div>\n\n<div class=\"h-content\">\n<p class=\"h-name\">老虎资讯综合 </p>\n<p class=\"h-time\">2021-09-30 23:03</p>\n</div>\n\n</a>\n\n\n</h4>\n\n</header>\n<article>\n<p>美联储主席鲍威尔:在通货膨胀和就业之间的紧张关系上,美联储发现自己的处境非常困难。我们远远没有实现充分就业。预计美国当前的高通胀现象将消退,高通胀系供给侧瓶颈问题所致,预计问题将在2022年上半年出现一定程度上的改观。美国国会山有必要上调债务上限。否则,一系列后果将相当严重。</p>\n\n</article>\n</div>\n</body>\n</html>\n","type":0,"thumbnail":"https://static.tigerbbs.com/d92849ddf94d54bf9e6af60671fe1ef1","relate_stocks":{".DJI":"道琼斯"},"is_english":false,"share_image_url":"https://static.laohu8.com/e9f99090a1c2ed51c021029395664489","article_id":"1100279403","content_text":"美联储主席鲍威尔:在通货膨胀和就业之间的紧张关系上,美联储发现自己的处境非常困难。我们远远没有实现充分就业。预计美国当前的高通胀现象将消退,高通胀系供给侧瓶颈问题所致,预计问题将在2022年上半年出现一定程度上的改观。美国国会山有必要上调债务上限。否则,一系列后果将相当严重。","news_type":1},"isVote":1,"tweetType":1,"viewCount":1386,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"CN","totalScore":0}],"defaultTab":"following","isTTM":false}