回心转意的个人主页 - 老虎社区

回心转意

回心转意

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IP属地：上海

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10-11

发布会上所有的新玩意儿，消费者明年都摸不到。这饼太大了，投资者不买账

抱歉，原内容已删除

09-29

韭菜们快来入场[开心]

上交所成功完成测试，竞价系统接收报单为历史峰值2倍

08-28

我都是自愿的[开心]

阿里巴巴：于香港联交所双重主要上市的转换于今日生效

08-16

就是那个说创业公司可以先偷后处理的，[弱]

抱歉，原内容已删除

08-02

$英特尔(INTC)$ 13，14代CPU蓝屏都整不明白，intel真是没希望了

07-30

“如果做基础研发，是没有捷径可以走的。我经常说，把车子做大一点，多做个10厘米，就是一千多块钱的事，但是要加一颗芯片，要花很多钱，这个芯片5年后、10年后才能发挥作用。”我为什么不是5年后再加芯片，性能更好。预留借口就行了，为什么一定要装一个5年后才能用的芯片？现在的手机，车机，看看5年前都是什么性能，你确定今天能用？

抱歉，原内容已删除

07-26

一天到晚就这些逼事，烦不烦[生气]

港股异动 | 董宇辉离职东方甄选一度跌近30%，将于下午3时召开股东交流会

07-12

$特斯拉(TSLA)$ 8月8的发布会有ppt就可以了，又不会拿真的产品出来，有必要推迟吗？假消息吧

05-13

咋不说人家60多亿美元和解税务局的调查？

抱歉，原内容已删除

05-01

环比呢？

抱歉，原内容已删除

04-27

玩似的[汗颜]

抱歉，原内容已删除

04-21

希望如此，我238入场的[捂脸]

马斯克回复投资者：特斯拉依然可以做到5倍、10倍增长

04-06

超预期是多少？

抱歉，原内容已删除

04-06

如果真停止研发低成本汽车，集体诉讼免不了，之前都说了好多次了。

抱歉，原内容已删除

04-01

论保持新闻热度，没人搞得过特斯拉[开心] 价格一升一降，大家都免费帮宣传了

特斯拉中国Model Y全系涨价5000元

03-21

没认识到问题

抱歉，原内容已删除

03-06

初代换电站什么时候升级？感觉有点落后还占地方

抱歉，原内容已删除

03-03

看空，4.9

03-03

50多万买个电车，属实有胆量

抱歉，原内容已删除

02-05

$特斯拉(TSLA)$ 过年了，山上的风有点冷啊🥶

去老虎APP查看更多动态

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17:31</p>\n</div>\n\n</a>\n\n\n</h4>\n\n</header>\n<article>\n<html><head></head><body><p>上海交易所今日上午9:00-11:30启动竞价、综合业务等平台相关业务测试。目前测试已经全部结束。据悉，本次测试中，上交所竞价交易系统累计接收申报2.7亿笔订单，是历史峰值的2倍，是上周五(9月27日)申报的3倍。</p><p>交易所测试结果系统整体表现正常，符合预期。</p><p></p><p class=\"t-img-caption\"><img src=\"https://static.tigerbbs.com/38d03c08b8018b261d1233c100c93366\" title=\"\" tg-width=\"560\" 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08:07</p>\n</div>\n\n</a>\n\n\n</h4>\n\n</header>\n<article>\n<html><head></head><body><p>8月28日，<a href=\"https://laohu8.com/S/09988\">阿里巴巴-W</a>公布，公司此前宣布自愿将公司于香港联交所第二上市地位变更为主要上市地位的转换于今日生效。公司现为于香港联交所及纽约证券交易所双重主要上市的公司。</p><p>公司于香港联交所上市的普通股及于纽约证券交易所上市的美国存托股持续可予转换。</p><p class=\"t-img-caption\"><img src=\"https://static.tigerbbs.com/43896cedcc5f0da61c940b33f3c7581d\" title=\"\" tg-width=\"820\" tg-height=\"747\"/></p></body></html>\n\n</article>\n</div>\n</body>\n</html>\n","type":0,"thumbnail":"https://static.tigerbbs.com/05ddeb1f7be03fe06014ae549a8abe22","relate_stocks":{"89988":"阿里巴巴-WR","LU0029875118.USD":"TEMPLETON ASIAN GROWTH \"A\" INC","LU0164872284.USD":"HSBC GIF GLOBAL EMERGING MARKETS EQUITY \"A\" (USD) ACC","BK4526":"热门中概股","LU0029874905.USD":"TEMPLETON EMERGING MARKETS \"A\" INC","LU0164880469.USD":"HSBC GIF HONG KONG EQUITY \"AC\" ACC","IE00BPRC5H50.USD":"NEUBERGER BERMAN CHINA EQUITY \"A\" (USD) INC","LU0052750758.USD":"富兰克林中国基金A Acc","LU0261950983.USD":"FIDELITY ASIAN 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INC"},"source_url":"http://www.zhitongcaijing.com/content/detail/1172767.html","is_english":false,"share_image_url":"https://static.laohu8.com/e9f99090a1c2ed51c021029395664489","article_id":"2462124757","content_text":"8月28日，阿里巴巴-W公布，公司此前宣布自愿将公司于香港联交所第二上市地位变更为主要上市地位的转换于今日生效。公司现为于香港联交所及纽约证券交易所双重主要上市的公司。公司于香港联交所上市的普通股及于纽约证券交易所上市的美国存托股持续可予转换。","news_type":1},"isVote":1,"tweetType":1,"viewCount":341,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"CN","totalScore":0},{"id":339148504113312,"gmtCreate":1723804084816,"gmtModify":1723804086836,"author":{"id":"3472640255046348","authorId":"3472640255046348","name":"回心转意","avatar":"https://static.tigerbbs.com/53f698175ab5e3e0270c3904f255ce30","crmLevel":6,"crmLevelSwitch":0,"followedFlag":false,"idStr":"3472640255046348","authorIdStr":"3472640255046348"},"themes":[],"htmlText":"就是那个说创业公司可以先偷后处理的，[弱]&nbsp;&nbsp;","listText":"就是那个说创业公司可以先偷后处理的，[弱]&nbsp;&nbsp;","text":"就是那个说创业公司可以先偷后处理的，[弱]","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":0,"commentSize":0,"repostSize":0,"link":"https://laohu8.com/post/339148504113312","repostId":"1173063369","repostType":4,"isVote":1,"tweetType":1,"viewCount":606,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"CN","totalScore":0},{"id":334150389923888,"gmtCreate":1722612729013,"gmtModify":1722612730734,"author":{"id":"3472640255046348","authorId":"3472640255046348","name":"回心转意","avatar":"https://static.tigerbbs.com/53f698175ab5e3e0270c3904f255ce30","crmLevel":6,"crmLevelSwitch":0,"followedFlag":false,"idStr":"3472640255046348","authorIdStr":"3472640255046348"},"themes":[],"htmlText":"<a href=\"https://laohu8.com/S/INTC\">$英特尔(INTC)$&nbsp;</a> 13，14代CPU蓝屏都整不明白，intel真是没希望了","listText":"<a href=\"https://laohu8.com/S/INTC\">$英特尔(INTC)$&nbsp;</a> 13，14代CPU蓝屏都整不明白，intel真是没希望了","text":"$英特尔(INTC)$ 13，14代CPU蓝屏都整不明白，intel真是没希望了","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":1,"commentSize":0,"repostSize":0,"link":"https://laohu8.com/post/334150389923888","isVote":1,"tweetType":1,"viewCount":1036,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"CN","totalScore":0},{"id":332935489278032,"gmtCreate":1722309239912,"gmtModify":1722309242347,"author":{"id":"3472640255046348","authorId":"3472640255046348","name":"回心转意","avatar":"https://static.tigerbbs.com/53f698175ab5e3e0270c3904f255ce30","crmLevel":6,"crmLevelSwitch":0,"followedFlag":false,"idStr":"3472640255046348","authorIdStr":"3472640255046348"},"themes":[],"htmlText":"“如果做基础研发，是没有捷径可以走的。我经常说，把车子做大一点，多做个10厘米，就是一千多块钱的事，但是要加一颗芯片，要花很多钱，这个芯片5年后、10年后才能发挥作用。”我为什么不是5年后再加芯片，性能更好。预留借口就行了，为什么一定要装一个5年后才能用的芯片？现在的手机，车机，看看5年前都是什么性能，你确定今天能用？","listText":"“如果做基础研发，是没有捷径可以走的。我经常说，把车子做大一点，多做个10厘米，就是一千多块钱的事，但是要加一颗芯片，要花很多钱，这个芯片5年后、10年后才能发挥作用。”我为什么不是5年后再加芯片，性能更好。预留借口就行了，为什么一定要装一个5年后才能用的芯片？现在的手机，车机，看看5年前都是什么性能，你确定今天能用？","text":"“如果做基础研发，是没有捷径可以走的。我经常说，把车子做大一点，多做个10厘米，就是一千多块钱的事，但是要加一颗芯片，要花很多钱，这个芯片5年后、10年后才能发挥作用。”我为什么不是5年后再加芯片，性能更好。预留借口就行了，为什么一定要装一个5年后才能用的芯片？现在的手机，车机，看看5年前都是什么性能，你确定今天能用？","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":0,"commentSize":0,"repostSize":0,"link":"https://laohu8.com/post/332935489278032","repostId":"2455647353","repostType":2,"isVote":1,"tweetType":1,"viewCount":637,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"CN","totalScore":0},{"id":331598171877592,"gmtCreate":1721963602418,"gmtModify":1721964674702,"author":{"id":"3472640255046348","authorId":"3472640255046348","name":"回心转意","avatar":"https://static.tigerbbs.com/53f698175ab5e3e0270c3904f255ce30","crmLevel":6,"crmLevelSwitch":0,"followedFlag":false,"idStr":"3472640255046348","authorIdStr":"3472640255046348"},"themes":[],"htmlText":"一天到晚就这些逼事，烦不烦[生气]&nbsp;&nbsp;","listText":"一天到晚就这些逼事，烦不烦[生气]&nbsp;&nbsp;","text":"一天到晚就这些逼事，烦不烦[生气]","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":1,"commentSize":0,"repostSize":0,"link":"https://laohu8.com/post/331598171877592","repostId":"1126629574","repostType":4,"repost":{"id":"1126629574","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":1721957660,"share":"https://www.laohu8.com/m/news/1126629574?lang=&edition=full","pubTime":"2024-07-26 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tg-height=\"240\"/></p><p>公司早间在港交所发布公告称，将于7月26日下午3时举行股东交流电话会议，旨在向股东及潜在投资者提供有关公司最新发展的资料并回答提问。</p><p>此前公司宣布，集团旗下知名主播董宇辉经友好讨论后，已决定离任。公司并同意向其出售运营董宇辉个人直播间的“与辉同行”公司100%股权。</p><p>东方甄选称，董宇辉已决定不再担任该公司僱员及该公司一个合併联属实体的高级管理层。该离任乃由于董宇辉的职业抱负、对彼其他事业的投入及个人时间安排，并于7月25日生效。</p><p>该公司同意出售与辉同行(北京)科技有限公司100%股权给董宇辉，代价为7658.55万元人民币。董宇辉目前是与辉同行公司的董事及总经理。</p></body></html>","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>港股异动 | 董宇辉离职东方甄选一度跌近30%，将于下午3时召开股东交流会</title>\n<style 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10:23</p>\n</div>\n\n</a>\n\n\n</h4>\n\n</header>\n<article>\n<html><head></head><body><p>德国工程师和特斯拉投资者AlexAvoigt在X平台发帖称：“投资特斯拉已10年，我可以证明，当每个人怀疑最多之时，也是最大飞跃之时。这是一种可靠的重复模式，最近又在重复。”</p><p>马斯克回应称：“是的。”</p><p>另一位用户分享了马斯克此前一次采访的录音，他当时说：“我对特斯拉的长期价值非常有信心。我真的看到了公司价值增长5倍，甚至10倍的途径。”</p><p>马斯克回应称：“要做到这一点需要做很多工作，但是是的。”</p></body></html>\n\n</article>\n</div>\n</body>\n</html>\n","type":0,"thumbnail":"https://static.tigerbbs.com/f6a2d85f5e8cd12b5acb8ead395b91e6","relate_stocks":{"TSLA":"特斯拉"},"source_url":"","is_english":false,"share_image_url":"https://static.laohu8.com/e9f99090a1c2ed51c021029395664489","article_id":"1180691096","content_text":"德国工程师和特斯拉投资者AlexAvoigt在X平台发帖称：“投资特斯拉已10年，我可以证明，当每个人怀疑最多之时，也是最大飞跃之时。这是一种可靠的重复模式，最近又在重复。”马斯克回应称：“是的。”另一位用户分享了马斯克此前一次采访的录音，他当时说：“我对特斯拉的长期价值非常有信心。我真的看到了公司价值增长5倍，甚至10倍的途径。”马斯克回应称：“要做到这一点需要做很多工作，但是是的。”","news_type":1},"isVote":1,"tweetType":1,"viewCount":933,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"CN","totalScore":0},{"id":292078282985648,"gmtCreate":1712334193630,"gmtModify":1712334196247,"author":{"id":"3472640255046348","authorId":"3472640255046348","name":"回心转意","avatar":"https://static.tigerbbs.com/53f698175ab5e3e0270c3904f255ce30","crmLevel":6,"crmLevelSwitch":0,"followedFlag":false,"idStr":"3472640255046348","authorIdStr":"3472640255046348"},"themes":[],"htmlText":"超预期是多少？","listText":"超预期是多少？","text":"超预期是多少？","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":0,"commentSize":0,"repostSize":0,"link":"https://laohu8.com/post/292078282985648","repostId":"1169978494","repostType":4,"isVote":1,"tweetType":1,"viewCount":659,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"CN","totalScore":0},{"id":292078657544448,"gmtCreate":1712334152335,"gmtModify":1712334154186,"author":{"id":"3472640255046348","authorId":"3472640255046348","name":"回心转意","avatar":"https://static.tigerbbs.com/53f698175ab5e3e0270c3904f255ce30","crmLevel":6,"crmLevelSwitch":0,"followedFlag":false,"idStr":"3472640255046348","authorIdStr":"3472640255046348"},"themes":[],"htmlText":"如果真停止研发低成本汽车，集体诉讼免不了，之前都说了好多次了。","listText":"如果真停止研发低成本汽车，集体诉讼免不了，之前都说了好多次了。","text":"如果真停止研发低成本汽车，集体诉讼免不了，之前都说了好多次了。","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":0,"commentSize":0,"repostSize":0,"link":"https://laohu8.com/post/292078657544448","repostId":"1120918019","repostType":4,"isVote":1,"tweetType":1,"viewCount":730,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"CN","totalScore":0},{"id":290582077399152,"gmtCreate":1711949423418,"gmtModify":1711949425661,"author":{"id":"3472640255046348","authorId":"3472640255046348","name":"回心转意","avatar":"https://static.tigerbbs.com/53f698175ab5e3e0270c3904f255ce30","crmLevel":6,"crmLevelSwitch":0,"followedFlag":false,"idStr":"3472640255046348","authorIdStr":"3472640255046348"},"themes":[],"htmlText":"论保持新闻热度，没人搞得过特斯拉[开心]&nbsp;&nbsp; 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href=\"https://laohu8.com/S/TSLA\">特斯拉</a>中国官网显示，Model Y 后轮驱动版售价上调至263,900元，Model Y长续航版售价上调至304,900元，Model Y高性能版售价上调至368,900元，涨价幅度均为5000元。</p><p class=\"t-img-caption\"><img src=\"https://static.tigerbbs.com/8fa741a407f9102440bbfe857ab0ded2\" tg-width=\"1788\" tg-height=\"970\"/></p><p></p></body></html>\n\n</article>\n</div>\n</body>\n</html>\n","type":0,"thumbnail":"https://static.tigerbbs.com/8350896f4f33c86bc28f200b67ab82b4","relate_stocks":{"LU0823411888.USD":"法巴消费创新基金 Cap","LU1435385759.SGD":"Natixis Loomis Sayles US Growth Equity RA SGD-H","LU1839511570.USD":"WELLS FARGO GLOBAL FACTOR ENHANCED EQUITY \"I\" (USD) ACC","LU0053666078.USD":"摩根大通基金-美国股票A（离岸）美元","LU1861559042.SGD":"日兴方舟颠覆性创新基金B SGD","TSLA":"特斯拉","LU1429558221.USD":"Natixis Loomis Sayles US Growth Equity RA USD","LU0082616367.USD":"摩根大通美国科技A（dist）","TSLL":"Direxion Daily TSLA Bull 2X Shares","BK4574":"无人驾驶","BK4551":"寇图资本持仓","BK4581":"高盛持仓","BK4511":"特斯拉概念","LU0348723411.USD":"ALLIANZ GLOBAL HI-TECH GROWTH \"A\" (USD) 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Y高性能版售价上调至368,900元，涨价幅度均为5000元。","news_type":1},"isVote":1,"tweetType":1,"viewCount":1080,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"CN","totalScore":0},{"id":286763798732944,"gmtCreate":1711030731286,"gmtModify":1711030732884,"author":{"id":"3472640255046348","authorId":"3472640255046348","name":"回心转意","avatar":"https://static.tigerbbs.com/53f698175ab5e3e0270c3904f255ce30","crmLevel":6,"crmLevelSwitch":0,"followedFlag":false,"idStr":"3472640255046348","authorIdStr":"3472640255046348"},"themes":[],"htmlText":"没认识到问题","listText":"没认识到问题","text":"没认识到问题","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":0,"commentSize":0,"repostSize":0,"link":"https://laohu8.com/post/286763798732944","repostId":"1121595064","repostType":4,"isVote":1,"tweetType":1,"viewCount":882,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"CN","totalScore":0},{"id":281259007856744,"gmtCreate":1709697266464,"gmtModify":1709697268335,"author":{"id":"3472640255046348","authorId":"3472640255046348","name":"回心转意","avatar":"https://static.tigerbbs.com/53f698175ab5e3e0270c3904f255ce30","crmLevel":6,"crmLevelSwitch":0,"followedFlag":false,"idStr":"3472640255046348","authorIdStr":"3472640255046348"},"themes":[],"htmlText":"初代换电站什么时候升级？感觉有点落后还占地方","listText":"初代换电站什么时候升级？感觉有点落后还占地方","text":"初代换电站什么时候升级？感觉有点落后还占地方","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":0,"commentSize":0,"repostSize":0,"link":"https://laohu8.com/post/281259007856744","repostId":"1135287460","repostType":4,"isVote":1,"tweetType":1,"viewCount":1288,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"CN","totalScore":0},{"id":280303623700792,"gmtCreate":1709454992126,"gmtModify":1709454993990,"author":{"id":"3472640255046348","authorId":"3472640255046348","name":"回心转意","avatar":"https://static.tigerbbs.com/53f698175ab5e3e0270c3904f255ce30","crmLevel":6,"crmLevelSwitch":0,"followedFlag":false,"idStr":"3472640255046348","authorIdStr":"3472640255046348"},"themes":[],"htmlText":"看空，4.9","listText":"看空，4.9","text":"看空，4.9","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":0,"commentSize":0,"repostSize":0,"link":"https://laohu8.com/post/280303623700792","isVote":1,"tweetType":1,"viewCount":999,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"CN","totalScore":0},{"id":280255330689136,"gmtCreate":1709443208996,"gmtModify":1709443210801,"author":{"id":"3472640255046348","authorId":"3472640255046348","name":"回心转意","avatar":"https://static.tigerbbs.com/53f698175ab5e3e0270c3904f255ce30","crmLevel":6,"crmLevelSwitch":0,"followedFlag":false,"idStr":"3472640255046348","authorIdStr":"3472640255046348"},"themes":[],"htmlText":"50多万买个电车，属实有胆量","listText":"50多万买个电车，属实有胆量","text":"50多万买个电车，属实有胆量","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":0,"commentSize":0,"repostSize":0,"link":"https://laohu8.com/post/280255330689136","repostId":"1167385247","repostType":4,"isVote":1,"tweetType":1,"viewCount":968,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"CN","totalScore":0},{"id":270787529363576,"gmtCreate":1707148093990,"gmtModify":1707148214848,"author":{"id":"3472640255046348","authorId":"3472640255046348","name":"回心转意","avatar":"https://static.tigerbbs.com/53f698175ab5e3e0270c3904f255ce30","crmLevel":6,"crmLevelSwitch":0,"followedFlag":false,"idStr":"3472640255046348","authorIdStr":"3472640255046348"},"themes":[],"htmlText":"<a 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pro，1399元4+64gb的荣耀9x，和1399元的6+128g红米，我认为荣耀9x完胜，除了充电功率。在天猫平台，智能机按销量排序，前面十位中，大部分是华为和荣耀，小米仅占一个位置。这和前几年小米着重线上营销形成对比。华为真的起来了，高端和高通苹果还是有差距，但是技术下放到中低端，小米赖以生存的性价比几乎被打败。我认为麒麟810是一颗非常不错的芯片，华为的中端几乎全面铺货麒麟810。小米的高端被OPPO，vivo追击，分出来的红米现在被荣耀按在地上不能动。麒麟980今年二月份开始铺货，麒麟810今年7月份开始铺货，高通下一代旗舰CPU还没有影子。我在旗舰店买的荣耀9x当天发货，可见其技术已经成熟，产能不是问题。2019年剩下的时间，小米很难拿的出对标荣耀的机型。红米k20pro已经降价（卢本伟说没有降价空间，价格一步到位），麒麟980的机型也有相同价位。除非高通爸爸在骁龙855上砍一刀，否则小米下半年的出货量很成问题。这让我想起了当年小米4之后发布不了旗舰机型，因为高通的骁龙810出了问题。然后小米搞了个什么松果澎湃处理器，迄今仅有一款CPU，一款机型。没有核心技术，性价比都","listText":"<a href=\"https://laohu8.com/S/01810\">$小米集团-W(01810)$</a><a href=\"https://laohu8.com/S/QCOM\">$高通(QCOM)$</a>今天买了一部荣耀9x给家人用。我试用了下，麒麟810真的可以。后台切换不是很慢，王者荣耀也很流畅，机身温度也不高，内存管理也可以。4gb的内存，大部分后台都可以挂住。麒麟810使用了和麒麟980相同的架构，但是功耗却大幅下降。我看了下性能对比，无论是单核、多核、gpu性能都高于高通的中端处理器，包括骁龙660，骁龙710，骁龙675，骁龙730，骁龙730g。对比相同价位的红米note7 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👍👍👍","listText":"“在坚持中展示着愤世嫉俗：他憎恶精英财阀操纵的社会系统，一无所知的普通人却被割韭菜，而兴登堡的使命就是揭露并依靠人民的力量推倒那些幕后主使。” 👍👍👍","text":"“在坚持中展示着愤世嫉俗：他憎恶精英财阀操纵的社会系统，一无所知的普通人却被割韭菜，而兴登堡的使命就是揭露并依靠人民的力量推倒那些幕后主使。” 👍👍👍","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":15,"commentSize":6,"repostSize":0,"link":"https://laohu8.com/post/653251298","repostId":"1179566283","repostType":4,"repost":{"id":"1179566283","pubTimestamp":1680846654,"share":"https://www.laohu8.com/m/news/1179566283?lang=&edition=full","pubTime":"2023-04-07 13:50","market":"us","language":"zh","title":"空头兴登堡：站在首富的对立面","url":"https://stock-news.laohu8.com/highlight/detail?id=1179566283","media":"远川投资评论","summary":"成立于2017年的兴登堡，无疑是近些年华尔街最炙手可热的做空新秀。","content":"<html><head></head><body><p>2023年3月23日，做空新秀兴登堡（Hindenburg Research）突然狙击木头姐（Cathie Wood）的重仓股Block，股价瞬间重挫15%。</p><p style=\"text-align: justify;\">美国支付宝Block不仅是推特创始人杰克·多西（Jack Dorsey)切入币圈的利剑，更是木头姐除了特斯拉之外最看好的股票。过去一年多木头姐旗舰产品ARKK从高点跌去70%，如梦一场。</p><p style=\"text-align: justify;\">木头姐有多爱它？Block被兴登堡空袭当天，作为回应，她罕见减仓了2680万美元的心头爱特斯拉，转头又打了2090万美元到Block的头寸上。</p><p style=\"text-align: justify;\">兴登堡指控Block涉嫌欺诈，严重夸大用户数量、低估获客成本，月活用户中有40%-75%虚假账户，大量幽灵挂着「埃隆·马斯克」和「唐纳德·特朗普」的名号。</p><p style=\"text-align: justify;\">兴登堡团队发现用「特朗普」的名字注册账号，不仅可以正常收付款，还能愉快地以美国前总统的名字办出信用卡。</p><p class=\"t-img-caption\"><img src=\"https://static.tigerbbs.com/904f4be203330a7e6b0e5c39736c1641\" alt=\"\" title=\"\" tg-width=\"640\" tg-height=\"382\"/></p><p style=\"text-align: justify;\">Block功能强大，小额贷款、股票买卖，甚至还能用比特币闪电交易，接入的功能之多，比支付宝+微信支付加起来还会玩。</p><p style=\"text-align: justify;\">但它的使用场景却显得非常「有限」——「Block的Cash APP时常出现在说唱歌曲中，但用它的都是诈骗犯、毒贩和杀手」，兴登堡创始人内森·安德森嘲讽道。依据多方数据显示，Cash也是美国一夜情使用率最高的支付方式。</p><p style=\"text-align: justify;\">安德森向世人宣告Block还有65%-75%的下跌空间，这是继兴登堡扳倒印度首富之后，重新杀回加密市场开启回马枪。</p><p style=\"text-align: justify;\">成立于2017年的兴登堡，无疑是近些年华尔街最炙手可热的做空新秀，自2020年以来，只要被他盯上的公司，做空当日平均跌幅高达15%。无论是「卡车界特斯拉」Nikola，还是马斯克宣布收购时的推特，兴登堡的每次成功狙击，都能成为纽约时报的重磅头条。</p><p style=\"text-align: justify;\">这个以二战时期「德国气球」在美国上空起火的空难命名的做空机构，把自己的瞄准镜对向世界上所有的问题公司。</p><p class=\"t-img-caption\"><img src=\"https://static.tigerbbs.com/9d89a4008ccf2db5032a48825a3b37e2\" alt=\"\" title=\"\" tg-width=\"980\" tg-height=\"1280\"/></p><p>安德森认为兴登堡空难是可以完全避免的认为灾难</p><p style=\"text-align: justify;\">和许多做空机构一样，兴登堡的账号是美国著名财经大V，坐拥57万推特粉，时常发表各式各样的危险言论。与同样令投资者心肝乱颤的杀人鲸（BLUE ORCA CAPITAL）、灰熊（Grizzly Research）和群狼（Wolfpack Research）等做空练习生死咬中概股不同，兴登堡更喜欢以小博大，干掉体量远超自己的庞然大物，不管是国家首富，还是市场龙头。</p><p style=\"text-align: justify;\">如此年轻的一家做空机构，正以一种黑暗势力模样，快速席卷华尔街，大有取代香橼、浑水、J Capital等老牌空头的势头，宛如气球悬浮在华尔街30000米的高空，凝视金融市场所有阴暗角落的蝇营狗苟。</p><p><strong>01、漆黑的追踪者</strong></p><p>很多时候，比起经典的对冲精英男，安德森看起来更像一名调查记者。</p><p>他于小镇长大，家境一般，在康涅狄格大学就读时，不仅协助联合国大使进行中东政治问题研究，还跑去耶路撒冷做过400个小时的救护车医生。毕业后，安德森加入FactSet为投资公司提供咨询服务，依靠上班的摸鱼时间，他悄然开启了副业——在网上搜索基金黑幕，并在美国雪球Seeking Alpha上匿名散布卖空消息。</p><p>毕竟，他的偶像是举报了麦道夫公司旁氏骗局的马科波洛斯（Harry Markopolos），寻找骗局是他最大的爱好。</p><p class=\"t-img-caption\"><img src=\"https://static.tigerbbs.com/65b1903288ef004781c70bcbc1aa72e9\" alt=\"马科波洛斯（Harry Markopolos）\" title=\"马科波洛斯（Harry Markopolos）\" tg-width=\"800\" tg-height=\"450\"/><span>马科波洛斯（Harry Markopolos）</span></p><p>长时间的划水引起了雇主的不满，安德森在FactSet待了三年就跳去蓝鹭资本，不久又因为同样的原因跳去正切资本，最后发现打工不利于展开调查，不如自己当老板，于是创立Clarity Spring，希望通过给悬赏来开展业务。</p><p>因为在美国，任何发现公司欺诈行为并向证监会举报的，最高可获得罚金的30%，其中5%-10%作为酬劳给爆料者。</p><p>2017年，成立了兴登堡研究后，安德森的日子没有好过起来。起先主要做空冷门小票，但软柿子没有想象的那么好捏。</p><p>兴登堡做空了一家主营兽药的公司，发现公司不务正业，改行炒币，但没想到反而开启第二增长曲线，股价涨了两倍。安德森的钱，亏的寥寥无几，以至于他与怀孕的女友差点被轰出曼哈顿中城的出租屋。</p><p>为了保住房子，安德森潜心研究了市场上拉高出货的手法，尝试揪出一些不规范的小公司，甚至为了听到可以生物科技公司的报告，假装受伤潜入一次销售会议。很快公司迎来了转机，兴登堡狙击了一家大麻公司，做空报告发布后暴跌30%。</p><p class=\"t-img-caption\"><img src=\"https://static.tigerbbs.com/9e1119942c183aa16cd55497abbe5b94\" alt=\"\" title=\"\" tg-width=\"1066\" tg-height=\"1280\"/></p><p>安德森感觉自己跑通了商业模式，来支持他的欺诈研究成瘾。只要股票崩盘，他的空头头寸就会变成一台自动取款机。</p><p>起先兴登堡只有安德森一个人，现在他雇佣了大约10名员工，包括彭博社和 CNN 等机构的前记者。他们需要六个月或更长时间才能完成一份做空报告，这需要查阅大量资料、与公司员工交谈，甚至寻找私家侦探。大约有 10 名神秘金主，为兴登堡提供了调研经费，并入金一起做空。</p><p>安德森对揭露公司骗局近乎狂热，在坚持中展示着愤世嫉俗：他憎恶精英财阀操纵的社会系统，一无所知的普通人却被割韭菜，而兴登堡的使命就是揭露并依靠人民的力量推倒那些幕后主使。</p><p>「你必须走遍世界，才能找到人们忽视的东西。」安德森告诉《纽约时报》记者。</p><p>很奇怪的是，兴登堡作为大空头，却避讳与股票投机扯上关系，他想他官网变成一个金融调查新闻平台。</p><p>安德森明白，无论是掀翻安然的Chanos，还是做空次贷危机的Michael Burry，想在空头上名垂千史，必须搞一个大新闻——成为巨人杀手，用纷繁错杂的细节取证将其肢解。</p><p>就在那时，沐浴在新能源泡沫中的Nikola，从安德森的面前呼啸而过。</p><p><strong>02、刺泡泡的针头</strong></p><p>2020年2月9日，标普500指数创下历史新高，安德森却时刻注释着疫情，感到十分焦虑。</p><p>「当有10个确诊病例时我会离开纽约，」他回忆道。「我想我是出现第7个病例时离开的。」</p><p>安德森撤退到他康涅狄格州老家附近的一个Airbnb民宿里。随后疫情开始冲击经济，美股创下了自1987年以来最大单日跌幅。美联储打开了宏观世界的阀门，印刷了数万亿美元，股指很快突破前高，无数散户涌入Robinhood,在家炒股。</p><p>牛市，除了是人们亏钱的主因，同样也是掩盖骗局的温床。</p><p class=\"t-img-caption\"><img src=\"https://static.tigerbbs.com/7ef149eeb0786f8938efaf77a985079e\" alt=\"兴登堡创始人内森·安德森（Nathan Anderson）\" title=\"兴登堡创始人内森·安德森（Nathan Anderson）\" tg-width=\"600\" tg-height=\"337\"/><span>兴登堡创始人内森·安德森（Nathan Anderson）</span></p><p style=\"text-align: justify;\">乡下隔离期间，安德森刷到Nikola创始人米尔顿的一条推文：「新能源卡车公司Nikola市值，超越福特和菲亚特克莱斯勒，紧跟着通用汽车…」基本上就是在说，他战胜了历史上最大的两家汽车制造商，后者生产了数百万辆汽车，而Nikola尚未出售过一辆车。</p><p style=\"text-align: justify;\">米尔顿把牛吹的比贾老师更天花乱坠，Nikola依靠氢燃料电池发电，号称能够在不停车加油的情况托运36吨的货物超过1900公里。</p><p style=\"text-align: justify;\">「这个世界上只有两个人比任何人更了解电动车，」米尔顿曾经说过，「那就是埃隆和我自己。」2020年前9个月，米尔顿发送了2283条推文，平均每天8-9条推文[1]，无时不刻蛊惑散户来买自己。</p><p style=\"text-align: justify;\">这种孜孜不倦的分享欲，除了微博的但老师，很难联想起他人。米尔顿种种行为引起了安德森的怀疑，他暗中与一位的拥有Nikola内幕消息的律师建立联系。</p><p style=\"text-align: justify;\">他得知Nikola技术负责人是米尔顿的弟弟，在加入Nikola之前，只是夏威夷铺地板的民工；又得知Nikola one亮相前，因为缺乏齿轮和马达，工人们争先恐后地用五金店现成零部件组装；直到Nikola one登场时，车里既没有电池也没有氢能源，只是个空壳，连亮灯的澎湃电力都是舞台下方的插头提供。</p><p style=\"text-align: justify;\">最刺激的是推特ID为「Nikola内幕」的前雇员向兴登堡拆解Nikola在公路上奔驰的诡异视频: 卡车在一个长下坡路上滑行乡下，只用调整一下拍摄角度就能让车看上去是在平路，甚至是上坡路自动驾驶，一辆挂空挡的车去那条路上也能达到时速 56 英里/小时。</p><p style=\"text-align: justify;\">对了，连车门都是糊在车体上的。</p><p class=\"t-img-caption\"><img src=\"https://static.tigerbbs.com/514bd3cbe15843dc5088754b801d9db0\" alt=\"\" title=\"\" tg-width=\"500\" tg-height=\"257\"/></p><p style=\"text-align: justify;\">在兴登堡的卖空行为呼之欲出之时，一位自称「俄罗斯间谍」的女记者想向安德森一行人爆料Nikola的欺诈行为，在线下会面时被安德森当场识破为米尔顿的人，同时安德森雇佣的情报人员也锁定了远处偷拍的纽约警察局前侦探。</p><p style=\"text-align: justify;\">他们受雇于米尔顿，为了将调查者挨个揪出来，但很不幸，他们都落入了安德森的圈套。</p><p style=\"text-align: justify;\">一幕幕辛辣的调查新闻细节，被汇聚到兴登堡的做空报告，或许安德森本人也不知道，美国电新暴政即将被自己终结。</p><p style=\"text-align: justify;\">2020年，凭借SPAC借壳上市的Nikola股价半年内涨幅近900%，癫狂的股价被中国股民形容为美国「天山生物」。但这一切的欢愉，都被兴登堡一份做空报告而抹去——米尔顿辞职，美国证监会坐实其欺诈罪名，Nikola股价从高点跌去了98.6%。</p><p style=\"text-align: justify;\">经此一役，华尔街顶级空头浑水（Muddy Waters）创始人布洛克对后辈高度赞许：「兴登堡发现了Nikola我一直在寻找，但是没有找到的问题。他只是低着头，不断学习，不断进步，不得不佩服他的毅力。」</p><p><strong>03、掀翻印度首富</strong></p><p>摧毁了美国「与特斯拉并列」的新能源巨头后，安德森没有停止做空的步伐，兴登堡的齐柏林飞艇悄悄飞跃太平洋，降临在印度旧能源霸主阿达尼集团之上。</p><p>没遇到兴登堡之前，阿达尼财富的增长超过了地球上任何亿万富翁，他的净资产在6个月内暴增700亿美元，达到1580亿美元，成为世界第二富豪。</p><p>他的产业触角渗透至印度能源、港口和物流等方方面面，阿达尼与莫迪私交甚笃——阿达尼的商业帝国不停帮莫迪刷政绩上位，而莫迪又不时为阿达尼的扩张开绿灯。</p><p class=\"t-img-caption\"><img src=\"https://static.tigerbbs.com/e2007ee1a7d3c53478cd0981bf0c80b0\" alt=\"阿达尼（左一）与莫迪（右一）在私人飞机上\" title=\"阿达尼（左一）与莫迪（右一）在私人飞机上\" tg-width=\"1080\" tg-height=\"631\"/><span>阿达尼（左一）与莫迪（右一）在私人飞机上</span></p><p>2022年，煤炭生意成为了阿达尼的印钞机，印度国内煤炭价格一年内从50美元/吨飙升至400美元/吨，受益于煤炭涨幅7倍，阿达尼旗下的部分上市公司，自2020年以来累计涨幅超过1000%。</p><p>看似强大到不可撼动的印度李嘉诚，却在安德森眼里千疮百孔，光Google一下，就能发现不少漏洞：</p><p>阿达尼集团7家上市公司，其中5家流动比率低于1，4家自由现金流为负，甚至有1家在8年内换了5名CFO。明明阿达尼子公司多达578个，却没有知名可靠的审计公司核查财务数据，任命二三十岁的菜鸟审计师处理上市公司工作。</p><p>越查安德森越兴奋，首先他就发现了集团公司大多违反印度证监会SEBI的规则——公共持股不足规定的25%。</p><p>换句话说，阿达尼的公司大部分都是庄股。</p><p class=\"t-img-caption\"><img src=\"https://static.tigerbbs.com/3599e8164945acadbb51f9d516895ad0\" alt=\"数据截至2023年1月24日\" title=\"数据截至2023年1月24日\" tg-width=\"1080\" tg-height=\"841\"/><span>数据截至2023年1月24日</span></p><p>阿达尼管辖的离岸空壳基金蒙蔽了SEBI的双眼，这些空壳的作用是扮演公共股东，大多是「三无」基金：没有基本信息，没有新闻报道，没有分散投资，长期大量持有阿达尼股份。</p><p>更加可疑的是，安德森发现，2007年SEBI就起诉阿达尼与印度徐翔Ketan Parekh打交道，可Ketan Parekh进去了，而阿达尼只交了26000美元便和解。2021年，SEBI再度审查离岸基金与阿达尼的关系，也不过只是走个过场。</p><p>于是，安德森与毛里求斯前交易员沟通，得知毛里求斯的几家空壳基金公司与SEBI的官员紧密合作，SEBI不仅知道一切，还是参与者。抽丝剥茧到最后，安德森又顺藤摸瓜从阿达尼的推特道贺帖里，发现空壳基金掌权人中38个是阿达尼的亲朋好友。</p><p>在积累了一个个细致的调查证据之后，安德森基本可以确定阿达尼集团几十年来一直参与操纵股票、境外洗钱和财务造假，营造印度股市的虚假繁荣。</p><p>随后，兴登堡祭出100页的做空报告，宣称阿达尼旗下公司，单从基本面看就有85%的下行空间。</p><p>报告发出仅一周，阿达尼集团市值蒸发千亿，阿达尼本人财富缩水一半。</p><p class=\"t-img-caption\"><img src=\"https://static.tigerbbs.com/30642e6d98ad81a83cdc0464ea0f8177\" alt=\"兴登堡称阿达尼集团为企业史上最大骗局\" title=\"兴登堡称阿达尼集团为企业史上最大骗局\" tg-width=\"1080\" tg-height=\"397\"/><span>兴登堡称阿达尼集团为企业史上最大骗局</span></p><p>令人悲伤的是，安德森列出阿达尼早先的丑闻，尽管每次指控都有详细的调查记录，包括银行对账单、电子邮件，证人证词和发票，但几乎所有的抓捕行动都被神秘力量阻挠和驳回。</p><p>安德森在报告中无奈表示：「阿达尼集团之所以能够在光天化日之下进行大规模、明目张胆的欺诈，在很大程度上是因为投资者、记者、公民甚至政客都因为害怕遭到报复而不敢发声。」</p><p>他心里明白，他对抗的不只是庞大的阿达尼帝国，更是SEBI，甚至是印度高层。</p><p>果不其然，印度内政部准备调查兴登堡及其印度幕僚，印度媒体把安德森列为反印度人士，把兴登堡做空行为，比作索罗斯1997年做空泰铢的运动，依靠「洗劫」印度公民来获利。</p><p>安德森或许也已经知道，在这顶大帽子之下，一切很可能是一场没有终点，也没有胜利的恶战。</p><p><strong>04、尾声</strong></p><p>近些年国内耳熟能详的做空机构，其实远没有人们想象的那么成功。</p><p>灰熊（Grizzly Research）做空中通，杀人鲸（BLUE ORCA CAPITAL）做空飞鹤，群狼（Wolfpack Research）做空爱奇艺……都十分草率。</p><p>有的忽视了部分企业外包员工不交社保的问题，有的忽视了央视一套与央视九、十四套单位时长广告费的差别，还有的在报告里把我国四大直辖市，写成了北上广深。</p><p>从某种程度上说，华尔街许多做空新秀不仅对中国国情缺乏了解，还缺乏基本的职业操守。</p><p>要知道，浑水瑞幸的报告可是调动了瑞幸的 92 名全职员工和1418 名兼职员工提供内部信息，并且成功拿到了 981 个门店的监控，视频证据时长 11260 个小时；兴登堡像做调查新闻式地挖掘阿达尼与政府的裙带关系，「无间道」式地搜罗Nikola的造假证据。</p><p>同为做空新秀，兴登堡与「动物园」朋友们最大的区别在于，当其他人都在中丐股的鸡蛋里挑石头，兴登堡却专注地在做空一些显而易见的错误。</p><p>无论是Nikola，还是阿达尼集团，它时常扮演着那个在皇帝面前「不知天高地厚」的孩子，并其他人更有勇气说出那一句：「他实在没有穿什么衣服呀！」</p><p>或许这世界上本没有想要做空的人，只不过骗的人多了，也就有了做空他们的人。</p></body></html>","source":"lsy1583835599575","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>空头兴登堡：站在首富的对立面</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空头兴登堡：站在首富的对立面\n</h2>\n\n<h4 class=\"meta\">\n\n\n2023-04-07 13:50 北京时间&nbsp;&nbsp;&nbsp;<a href=https://mp.weixin.qq.com/s/AtpoToSNCQYVTKW9wsqEcg><strong>远川投资评论</strong></a>\n\n\n</h4>\n\n</header>\n<article>\n<div>\n<p>2023年3月23日，做空新秀兴登堡（Hindenburg Research）突然狙击木头姐（Cathie Wood）的重仓股Block，股价瞬间重挫15%。美国支付宝Block不仅是推特创始人杰克·多西（Jack Dorsey)切入币圈的利剑，更是木头姐除了特斯拉之外最看好的股票。过去一年多木头姐旗舰产品ARKK从高点跌去70%，如梦一场。木头姐有多爱它？Block被兴登堡空袭当天，作为回应，她...</p>\n\n<a href=\"https://mp.weixin.qq.com/s/AtpoToSNCQYVTKW9wsqEcg\">Web Link</a>\n\n</div>\n\n\n</article>\n</div>\n</body>\n</html>\n","type":0,"thumbnail":"https://static.tigerbbs.com/ffdbdb4f5df085201dff372860961c47","relate_stocks":{"SQ":"Block"},"source_url":"https://mp.weixin.qq.com/s/AtpoToSNCQYVTKW9wsqEcg","is_english":false,"share_image_url":"https://static.laohu8.com/e9f99090a1c2ed51c021029395664489","article_id":"1179566283","content_text":"2023年3月23日，做空新秀兴登堡（Hindenburg Research）突然狙击木头姐（Cathie Wood）的重仓股Block，股价瞬间重挫15%。美国支付宝Block不仅是推特创始人杰克·多西（Jack Dorsey)切入币圈的利剑，更是木头姐除了特斯拉之外最看好的股票。过去一年多木头姐旗舰产品ARKK从高点跌去70%，如梦一场。木头姐有多爱它？Block被兴登堡空袭当天，作为回应，她罕见减仓了2680万美元的心头爱特斯拉，转头又打了2090万美元到Block的头寸上。兴登堡指控Block涉嫌欺诈，严重夸大用户数量、低估获客成本，月活用户中有40%-75%虚假账户，大量幽灵挂着「埃隆·马斯克」和「唐纳德·特朗普」的名号。兴登堡团队发现用「特朗普」的名字注册账号，不仅可以正常收付款，还能愉快地以美国前总统的名字办出信用卡。Block功能强大，小额贷款、股票买卖，甚至还能用比特币闪电交易，接入的功能之多，比支付宝+微信支付加起来还会玩。但它的使用场景却显得非常「有限」——「Block的Cash APP时常出现在说唱歌曲中，但用它的都是诈骗犯、毒贩和杀手」，兴登堡创始人内森·安德森嘲讽道。依据多方数据显示，Cash也是美国一夜情使用率最高的支付方式。安德森向世人宣告Block还有65%-75%的下跌空间，这是继兴登堡扳倒印度首富之后，重新杀回加密市场开启回马枪。成立于2017年的兴登堡，无疑是近些年华尔街最炙手可热的做空新秀，自2020年以来，只要被他盯上的公司，做空当日平均跌幅高达15%。无论是「卡车界特斯拉」Nikola，还是马斯克宣布收购时的推特，兴登堡的每次成功狙击，都能成为纽约时报的重磅头条。这个以二战时期「德国气球」在美国上空起火的空难命名的做空机构，把自己的瞄准镜对向世界上所有的问题公司。安德森认为兴登堡空难是可以完全避免的认为灾难和许多做空机构一样，兴登堡的账号是美国著名财经大V，坐拥57万推特粉，时常发表各式各样的危险言论。与同样令投资者心肝乱颤的杀人鲸（BLUE ORCA CAPITAL）、灰熊（Grizzly Research）和群狼（Wolfpack Research）等做空练习生死咬中概股不同，兴登堡更喜欢以小博大，干掉体量远超自己的庞然大物，不管是国家首富，还是市场龙头。如此年轻的一家做空机构，正以一种黑暗势力模样，快速席卷华尔街，大有取代香橼、浑水、J Capital等老牌空头的势头，宛如气球悬浮在华尔街30000米的高空，凝视金融市场所有阴暗角落的蝇营狗苟。01、漆黑的追踪者很多时候，比起经典的对冲精英男，安德森看起来更像一名调查记者。他于小镇长大，家境一般，在康涅狄格大学就读时，不仅协助联合国大使进行中东政治问题研究，还跑去耶路撒冷做过400个小时的救护车医生。毕业后，安德森加入FactSet为投资公司提供咨询服务，依靠上班的摸鱼时间，他悄然开启了副业——在网上搜索基金黑幕，并在美国雪球Seeking Alpha上匿名散布卖空消息。毕竟，他的偶像是举报了麦道夫公司旁氏骗局的马科波洛斯（Harry Markopolos），寻找骗局是他最大的爱好。马科波洛斯（Harry Markopolos）长时间的划水引起了雇主的不满，安德森在FactSet待了三年就跳去蓝鹭资本，不久又因为同样的原因跳去正切资本，最后发现打工不利于展开调查，不如自己当老板，于是创立Clarity Spring，希望通过给悬赏来开展业务。因为在美国，任何发现公司欺诈行为并向证监会举报的，最高可获得罚金的30%，其中5%-10%作为酬劳给爆料者。2017年，成立了兴登堡研究后，安德森的日子没有好过起来。起先主要做空冷门小票，但软柿子没有想象的那么好捏。兴登堡做空了一家主营兽药的公司，发现公司不务正业，改行炒币，但没想到反而开启第二增长曲线，股价涨了两倍。安德森的钱，亏的寥寥无几，以至于他与怀孕的女友差点被轰出曼哈顿中城的出租屋。为了保住房子，安德森潜心研究了市场上拉高出货的手法，尝试揪出一些不规范的小公司，甚至为了听到可以生物科技公司的报告，假装受伤潜入一次销售会议。很快公司迎来了转机，兴登堡狙击了一家大麻公司，做空报告发布后暴跌30%。安德森感觉自己跑通了商业模式，来支持他的欺诈研究成瘾。只要股票崩盘，他的空头头寸就会变成一台自动取款机。起先兴登堡只有安德森一个人，现在他雇佣了大约10名员工，包括彭博社和 CNN 等机构的前记者。他们需要六个月或更长时间才能完成一份做空报告，这需要查阅大量资料、与公司员工交谈，甚至寻找私家侦探。大约有 10 名神秘金主，为兴登堡提供了调研经费，并入金一起做空。安德森对揭露公司骗局近乎狂热，在坚持中展示着愤世嫉俗：他憎恶精英财阀操纵的社会系统，一无所知的普通人却被割韭菜，而兴登堡的使命就是揭露并依靠人民的力量推倒那些幕后主使。「你必须走遍世界，才能找到人们忽视的东西。」安德森告诉《纽约时报》记者。很奇怪的是，兴登堡作为大空头，却避讳与股票投机扯上关系，他想他官网变成一个金融调查新闻平台。安德森明白，无论是掀翻安然的Chanos，还是做空次贷危机的Michael Burry，想在空头上名垂千史，必须搞一个大新闻——成为巨人杀手，用纷繁错杂的细节取证将其肢解。就在那时，沐浴在新能源泡沫中的Nikola，从安德森的面前呼啸而过。02、刺泡泡的针头2020年2月9日，标普500指数创下历史新高，安德森却时刻注释着疫情，感到十分焦虑。「当有10个确诊病例时我会离开纽约，」他回忆道。「我想我是出现第7个病例时离开的。」安德森撤退到他康涅狄格州老家附近的一个Airbnb民宿里。随后疫情开始冲击经济，美股创下了自1987年以来最大单日跌幅。美联储打开了宏观世界的阀门，印刷了数万亿美元，股指很快突破前高，无数散户涌入Robinhood,在家炒股。牛市，除了是人们亏钱的主因，同样也是掩盖骗局的温床。兴登堡创始人内森·安德森（Nathan Anderson）乡下隔离期间，安德森刷到Nikola创始人米尔顿的一条推文：「新能源卡车公司Nikola市值，超越福特和菲亚特克莱斯勒，紧跟着通用汽车…」基本上就是在说，他战胜了历史上最大的两家汽车制造商，后者生产了数百万辆汽车，而Nikola尚未出售过一辆车。米尔顿把牛吹的比贾老师更天花乱坠，Nikola依靠氢燃料电池发电，号称能够在不停车加油的情况托运36吨的货物超过1900公里。「这个世界上只有两个人比任何人更了解电动车，」米尔顿曾经说过，「那就是埃隆和我自己。」2020年前9个月，米尔顿发送了2283条推文，平均每天8-9条推文[1]，无时不刻蛊惑散户来买自己。这种孜孜不倦的分享欲，除了微博的但老师，很难联想起他人。米尔顿种种行为引起了安德森的怀疑，他暗中与一位的拥有Nikola内幕消息的律师建立联系。他得知Nikola技术负责人是米尔顿的弟弟，在加入Nikola之前，只是夏威夷铺地板的民工；又得知Nikola one亮相前，因为缺乏齿轮和马达，工人们争先恐后地用五金店现成零部件组装；直到Nikola one登场时，车里既没有电池也没有氢能源，只是个空壳，连亮灯的澎湃电力都是舞台下方的插头提供。最刺激的是推特ID为「Nikola内幕」的前雇员向兴登堡拆解Nikola在公路上奔驰的诡异视频: 卡车在一个长下坡路上滑行乡下，只用调整一下拍摄角度就能让车看上去是在平路，甚至是上坡路自动驾驶，一辆挂空挡的车去那条路上也能达到时速 56 英里/小时。对了，连车门都是糊在车体上的。在兴登堡的卖空行为呼之欲出之时，一位自称「俄罗斯间谍」的女记者想向安德森一行人爆料Nikola的欺诈行为，在线下会面时被安德森当场识破为米尔顿的人，同时安德森雇佣的情报人员也锁定了远处偷拍的纽约警察局前侦探。他们受雇于米尔顿，为了将调查者挨个揪出来，但很不幸，他们都落入了安德森的圈套。一幕幕辛辣的调查新闻细节，被汇聚到兴登堡的做空报告，或许安德森本人也不知道，美国电新暴政即将被自己终结。2020年，凭借SPAC借壳上市的Nikola股价半年内涨幅近900%，癫狂的股价被中国股民形容为美国「天山生物」。但这一切的欢愉，都被兴登堡一份做空报告而抹去——米尔顿辞职，美国证监会坐实其欺诈罪名，Nikola股价从高点跌去了98.6%。经此一役，华尔街顶级空头浑水（Muddy Waters）创始人布洛克对后辈高度赞许：「兴登堡发现了Nikola我一直在寻找，但是没有找到的问题。他只是低着头，不断学习，不断进步，不得不佩服他的毅力。」03、掀翻印度首富摧毁了美国「与特斯拉并列」的新能源巨头后，安德森没有停止做空的步伐，兴登堡的齐柏林飞艇悄悄飞跃太平洋，降临在印度旧能源霸主阿达尼集团之上。没遇到兴登堡之前，阿达尼财富的增长超过了地球上任何亿万富翁，他的净资产在6个月内暴增700亿美元，达到1580亿美元，成为世界第二富豪。他的产业触角渗透至印度能源、港口和物流等方方面面，阿达尼与莫迪私交甚笃——阿达尼的商业帝国不停帮莫迪刷政绩上位，而莫迪又不时为阿达尼的扩张开绿灯。阿达尼（左一）与莫迪（右一）在私人飞机上2022年，煤炭生意成为了阿达尼的印钞机，印度国内煤炭价格一年内从50美元/吨飙升至400美元/吨，受益于煤炭涨幅7倍，阿达尼旗下的部分上市公司，自2020年以来累计涨幅超过1000%。看似强大到不可撼动的印度李嘉诚，却在安德森眼里千疮百孔，光Google一下，就能发现不少漏洞：阿达尼集团7家上市公司，其中5家流动比率低于1，4家自由现金流为负，甚至有1家在8年内换了5名CFO。明明阿达尼子公司多达578个，却没有知名可靠的审计公司核查财务数据，任命二三十岁的菜鸟审计师处理上市公司工作。越查安德森越兴奋，首先他就发现了集团公司大多违反印度证监会SEBI的规则——公共持股不足规定的25%。换句话说，阿达尼的公司大部分都是庄股。数据截至2023年1月24日阿达尼管辖的离岸空壳基金蒙蔽了SEBI的双眼，这些空壳的作用是扮演公共股东，大多是「三无」基金：没有基本信息，没有新闻报道，没有分散投资，长期大量持有阿达尼股份。更加可疑的是，安德森发现，2007年SEBI就起诉阿达尼与印度徐翔Ketan Parekh打交道，可Ketan Parekh进去了，而阿达尼只交了26000美元便和解。2021年，SEBI再度审查离岸基金与阿达尼的关系，也不过只是走个过场。于是，安德森与毛里求斯前交易员沟通，得知毛里求斯的几家空壳基金公司与SEBI的官员紧密合作，SEBI不仅知道一切，还是参与者。抽丝剥茧到最后，安德森又顺藤摸瓜从阿达尼的推特道贺帖里，发现空壳基金掌权人中38个是阿达尼的亲朋好友。在积累了一个个细致的调查证据之后，安德森基本可以确定阿达尼集团几十年来一直参与操纵股票、境外洗钱和财务造假，营造印度股市的虚假繁荣。随后，兴登堡祭出100页的做空报告，宣称阿达尼旗下公司，单从基本面看就有85%的下行空间。报告发出仅一周，阿达尼集团市值蒸发千亿，阿达尼本人财富缩水一半。兴登堡称阿达尼集团为企业史上最大骗局令人悲伤的是，安德森列出阿达尼早先的丑闻，尽管每次指控都有详细的调查记录，包括银行对账单、电子邮件，证人证词和发票，但几乎所有的抓捕行动都被神秘力量阻挠和驳回。安德森在报告中无奈表示：「阿达尼集团之所以能够在光天化日之下进行大规模、明目张胆的欺诈，在很大程度上是因为投资者、记者、公民甚至政客都因为害怕遭到报复而不敢发声。」他心里明白，他对抗的不只是庞大的阿达尼帝国，更是SEBI，甚至是印度高层。果不其然，印度内政部准备调查兴登堡及其印度幕僚，印度媒体把安德森列为反印度人士，把兴登堡做空行为，比作索罗斯1997年做空泰铢的运动，依靠「洗劫」印度公民来获利。安德森或许也已经知道，在这顶大帽子之下，一切很可能是一场没有终点，也没有胜利的恶战。04、尾声近些年国内耳熟能详的做空机构，其实远没有人们想象的那么成功。灰熊（Grizzly Research）做空中通，杀人鲸（BLUE ORCA CAPITAL）做空飞鹤，群狼（Wolfpack Research）做空爱奇艺……都十分草率。有的忽视了部分企业外包员工不交社保的问题，有的忽视了央视一套与央视九、十四套单位时长广告费的差别，还有的在报告里把我国四大直辖市，写成了北上广深。从某种程度上说，华尔街许多做空新秀不仅对中国国情缺乏了解，还缺乏基本的职业操守。要知道，浑水瑞幸的报告可是调动了瑞幸的 92 名全职员工和1418 名兼职员工提供内部信息，并且成功拿到了 981 个门店的监控，视频证据时长 11260 个小时；兴登堡像做调查新闻式地挖掘阿达尼与政府的裙带关系，「无间道」式地搜罗Nikola的造假证据。同为做空新秀，兴登堡与「动物园」朋友们最大的区别在于，当其他人都在中丐股的鸡蛋里挑石头，兴登堡却专注地在做空一些显而易见的错误。无论是Nikola，还是阿达尼集团，它时常扮演着那个在皇帝面前「不知天高地厚」的孩子，并其他人更有勇气说出那一句：「他实在没有穿什么衣服呀！」或许这世界上本没有想要做空的人，只不过骗的人多了，也就有了做空他们的人。","news_type":1},"isVote":1,"tweetType":1,"viewCount":1011,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"CN","totalScore":0},{"id":376356574,"gmtCreate":1619092924298,"gmtModify":1619092924298,"author":{"id":"3472640255046348","authorId":"3472640255046348","name":"回心转意","avatar":"https://static.tigerbbs.com/53f698175ab5e3e0270c3904f255ce30","crmLevel":6,"crmLevelSwitch":0,"followedFlag":false,"authorIdStr":"3472640255046348","idStr":"3472640255046348"},"themes":[],"htmlText":"<a href=\"https://laohu8.com/S/TSLA\">$特斯拉(TSLA)$</a>特斯拉的数据显示，这位大爷在飙车。前面30分钟里，多次干到100再干到0，最后一下没反应过来，撞了。为什么现在才公布数据？之前特斯拉已经说了，司机超速，开到118，女的不信。既然大家都不相信，就没必要公开全部数据了。现在是逼不得已，那就公开吧。等到后面更多数据公开，路边监控什么的。我相信特斯拉这么一搞，知名度上升了，大家的信任也更高了。特斯拉赚了。","listText":"<a href=\"https://laohu8.com/S/TSLA\">$特斯拉(TSLA)$</a>特斯拉的数据显示，这位大爷在飙车。前面30分钟里，多次干到100再干到0，最后一下没反应过来，撞了。为什么现在才公布数据？之前特斯拉已经说了，司机超速，开到118，女的不信。既然大家都不相信，就没必要公开全部数据了。现在是逼不得已，那就公开吧。等到后面更多数据公开，路边监控什么的。我相信特斯拉这么一搞，知名度上升了，大家的信任也更高了。特斯拉赚了。","text":"$特斯拉(TSLA)$特斯拉的数据显示，这位大爷在飙车。前面30分钟里，多次干到100再干到0，最后一下没反应过来，撞了。为什么现在才公布数据？之前特斯拉已经说了，司机超速，开到118，女的不信。既然大家都不相信，就没必要公开全部数据了。现在是逼不得已，那就公开吧。等到后面更多数据公开，路边监控什么的。我相信特斯拉这么一搞，知名度上升了，大家的信任也更高了。特斯拉赚了。","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":5,"commentSize":5,"repostSize":1,"link":"https://laohu8.com/post/376356574","isVote":1,"tweetType":1,"viewCount":4748,"authorTweetTopStatus":1,"verified":2,"comments":[{"author":{"id":"3485324447450835","authorId":"3485324447450835","name":"maxq","avatar":"https://static.laohu8.com/default-avatar.jpg","crmLevel":4,"crmLevelSwitch":0,"authorIdStr":"3485324447450835","idStr":"3485324447450835"},"content":"我觉得下次那个女车主可以跳到车顶上喊，特斯拉数据造假😄","text":"我觉得下次那个女车主可以跳到车顶上喊，特斯拉数据造假😄","html":"我觉得下次那个女车主可以跳到车顶上喊，特斯拉数据造假😄"}],"imageCount":0,"langContent":"CN","totalScore":0},{"id":838948257,"gmtCreate":1629368934279,"gmtModify":1629368934279,"author":{"id":"3472640255046348","authorId":"3472640255046348","name":"回心转意","avatar":"https://static.tigerbbs.com/53f698175ab5e3e0270c3904f255ce30","crmLevel":6,"crmLevelSwitch":0,"followedFlag":false,"authorIdStr":"3472640255046348","idStr":"3472640255046348"},"themes":[],"htmlText":"<a href=\"https://laohu8.com/S/NIO\">$蔚来(NIO)$</a>我感觉这起事故很简单啊。首先，是蔚来的错。自动驾驶系统没能识别出这些物体，未能采取正确的避让措施。这么大物体，这么明显，很容易识别的。然后，责任是车主的。蔚来已经告知这只是辅助驾驶，还有不完善的地方，不能处理所有情况。车主自己过分依赖自动驾驶，没有观察路面并采取措施。总结就是，蔚来技术差，客户付出代价。","listText":"<a 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