“越南特斯拉”盘中暴涨35%，市值突破2100亿美元，相当于两个高盛_老虎社区_美港股上老虎

“越南特斯拉”盘中暴涨35%，市值突破2100亿美元，相当于两个高盛

华尔街见闻2023-08-29

与VinFast对比，波音市值约1400亿美元，高盛约1070亿美元。VinFast市值突破2000亿美元的速度，也远超美股市场两大热门股特斯拉和英伟达：特斯拉花了3600个交易日才达到这一市值规模，而英伟达花了7700个交易日。流通股稀少、散户疯炒，是VinFast股价异动的原因。越南电动汽车生产商VinFast Auto周一盘中一度上涨35%，刷新历史高位至93美元，盘中市值达到约2160...

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Auto周一盘中一度上涨35%，刷新历史高位至93美元，盘中市值达到约2160亿美元。VinFast周一收涨19.75%，报82.35美元，连续第六个交易日上涨，继续创收盘历史新高，收盘市值超过1900亿美元。VinFast的暴涨令一众老牌企业市值汗颜。VinFast的市值超过道指成份股中一半的公司。与之对比，波音市值大约1400亿美元，高盛大约1070亿美元。VinFast市值突破2000亿美元的速度，也远超美股市场两大热门股特斯拉和英伟达。特斯拉花了3600个交易日才达到2000亿美元这一市值规模，而人工智能宠儿英伟达则花费了超过7700个交易日。8月15日，VinFast完成与一家特殊目的收购公司（SPAC）Black Spade Acquisition的合并，在纳斯达克交易。当日其股价一路高歌，盘中最高触及38.78美元，报收37.06美元，收盘涨幅达254.64%。接下来的交易日里，VinFast股价演绎着疯狂的过山车。事实上，VinFast股价的大幅波动是可以预料到的。Pham Nhat Vuong董事长兼创始人、持有VinFast绝大多数股票的越南首富潘日旺，主要通过他的企业集团Vingroup JSC控制着VinFast 99%的股票，这仅留下了一小部分股票供其他投资者进行交易，这意味着即使相对较小规模的交易，也可能对股价产生重大影响。媒体援引Vanda研究的数据称，散户们对VinFast的兴趣从上周开始回升。散户的这股热情曾在过去帮助推动Nikola和Rivian等同类电动汽车公司的股价飙升。VinFast的个股期权于周一开始交易，这令交易者有机会对其上涨进行杠杆式押注。在期权市场，VinFast于9月15日到期的100美元看涨期权的交投最为活跃。VinFast股票的炒作正值美股整体走势降温之际，这表明市场的疯狂尚未完全平息，仍然存在大量泡沫。有分析人士指出，标普500指数较夏季高点仅下跌了约4%，并没有引发太大的投资者恐惧。该指数需要下跌10%左右，才能让真正的恐惧回到市场。VinFast成立于2017年，是越南最大上市企业之一Vingroup的控股子公司。VinFast成立之初，便肩负着越南民族汽车产业的希望，老板越南首富潘日旺更是放出豪言，将特斯拉设为对标企业。不过该公司截至目前业绩平庸。招股书披露的数据显示，公司近来在收入有所下滑的同时，亏损规模仍在扩大。此外，VinFast还面临着产品评论不佳、运营上有困扰的局面。VinFast迄今为止已从越南向美国出口了约2100辆电动汽车，并向加拿大出口了近800辆电动汽车，其今年的预期销量不足通用汽车公司一周的销量。做空VinFast似乎合乎逻辑，不过分析师此前就警告说，这是一项冒险的尝试。做空流动性匮乏的股票，有时候需要支付年化超过100%的利息。","kind":null,"is_publish_news":false,"is_publish_highlight":true,"is_publish_live":false,"is_publish_wemedia":null,"editions":null,"column":"","sentiment":"0","news_tag":"","news_rank":0,"symbols":[],"gpt_button":1},"commentList":[],"hasMoreComments":false,"newsSizeData":{"likeSize":0,"commentSize":0,"repostSize":0,"favoriteSize":0,"likeStatus":false,"favoriteStatus":false}}