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杀涨追跌勿做反向小韭菜
八成仓位正股,期权半年以上
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杀涨追跌勿做反向小韭菜
2021-01-29
他怂了哈哈
香橼停止做空研究,专注于做多机会
杀涨追跌勿做反向小韭菜
2020-09-03
$特斯拉(TSLA)$
没到350别建仓,很多加满杠杠的新人还没爆仓。
杀涨追跌勿做反向小韭菜
2020-09-01
$特斯拉(TSLA)$
$蔚来(NIO)$
$苹果(AAPL)$
天天这么涨,还不来次回调为总统竞选连涨做准备?
杀涨追跌勿做反向小韭菜
2020-08-28
$小鹏汽车(XPEV)$
市值一百七十多亿,我买
$蔚来(NIO)$
他不香吗
杀涨追跌勿做反向小韭菜
2020-08-22
我笑了哈哈哈
特斯拉(TSLA.US)市值3万亿登顶,“后浪”恒大汽车复制市值神话?
去老虎APP查看更多动态
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21:54</p>\n</div>\n\n</a>\n\n\n</h4>\n\n</header>\n<article>\n<p>1月29日晚间,美国空头机构香橼在社交平台上发文称,将停止做空研究,专注于做多机会。</p><p>“有着20年的发布历史,我们将不再发布‘做空报告’”,香橼称,“此后将专注于为散户投资者提供长期的做多机会”。</p><p class=\"t-img-caption\"><img src=\"https://static.tigerbbs.com/d1e0479791c10bfadcd005c790714ac6\" tg-width=\"1978\" tg-height=\"1876\" referrerpolicy=\"no-referrer\"><span>香橼在Youtube上发布视频,称将停止做空研究,将专注于做多机会。</span></p><p>此前,香橼1月19日发布了一则针对GME(游戏驿站)的做空视频,认为散户们热爱的GME只值20美元。这激发了大量散户的逆反心理。1月22日,由于账号受到太多人攻击,香橼最终不堪其扰,认怂出局,挂出了“免战牌”。</p>\n\n</article>\n</div>\n</body>\n</html>\n","type":0,"thumbnail":"https://static.tigerbbs.com/d858ab277f6ff1e884395cde10096a99","relate_stocks":{".SPX":"S&P 500 Index",".IXIC":"NASDAQ 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href=\"https://laohu8.com/S/AAPL\">$苹果(AAPL)$</a>天天这么涨,还不来次回调为总统竞选连涨做准备?","text":"$特斯拉(TSLA)$$蔚来(NIO)$$苹果(AAPL)$天天这么涨,还不来次回调为总统竞选连涨做准备?","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":3,"commentSize":0,"repostSize":0,"link":"https://laohu8.com/post/971676164","isVote":1,"tweetType":1,"viewCount":2553,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"CN","totalScore":0},{"id":973594373,"gmtCreate":1598547540192,"gmtModify":1704219580063,"author":{"id":"3558619055336596","authorId":"3558619055336596","name":"杀涨追跌勿做反向小韭菜","avatar":"https://static.tigerbbs.com/912b96dab9ba9fb4aa744d50cd21f729","crmLevel":1,"crmLevelSwitch":0,"followedFlag":false,"idStr":"3558619055336596","authorIdStr":"3558619055336596"},"themes":[],"htmlText":"<a href=\"https://laohu8.com/S/XPEV\">$小鹏汽车(XPEV)$</a>市值一百七十多亿,我买<a href=\"https://laohu8.com/S/NIO\">$蔚来(NIO)$</a>他不香吗","listText":"<a href=\"https://laohu8.com/S/XPEV\">$小鹏汽车(XPEV)$</a>市值一百七十多亿,我买<a 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20:17","market":"hk","language":"zh","title":"特斯拉(TSLA.US)市值3万亿登顶,“后浪”恒大汽车复制市值神话?","url":"https://stock-news.laohu8.com/highlight/detail?id=2061092939","media":"智通财经网","summary":"年销量尚不及传统巨头,市值却遥遥领先,特斯拉靠的是什么?谁又能成为下一个“特斯拉”?","content":"<html><body><article> <p>十余年间,<a href=\"https://laohu8.com/S/TSLA\">特斯拉</a>在破产边缘徘徊过,在量产泥潭中挣扎过,不过如今已脱胎换骨,成为全球资本疯狂热捧的电动汽车巨头。</p><p>今年以来,特斯拉股价持续大涨。截至8月22日美股收盘,收报于2049.98美元,市值达3820亿美元(接近3万亿港元),相当于2个丰田、8个<a href=\"https://laohu8.com/S/RACE\">法拉利</a>、9个通用、14个福特,稳坐全球最高市值车企的宝座。</p><p><img src=\"http://img.zhitongcaijing.com/images/contentformat/bdc47df2efa68803aae3eb4731f7ee39.jpg\" title=\"\"/></p><p><img src=\"http://img.zhitongcaijing.com/images/contentformat/9ddde149409cb6a6420cdccb853c8179.jpg\" title=\"\"/></p><p>年销量尚不及传统巨头,市值却遥遥领先,特斯拉靠的是什么?谁又能成为下一个“特斯拉”?</p><p>坐收中国市场红利</p><p>无可否认,特斯拉已成为全球汽车产业的颠覆者。但成立15年以来,特斯拉在大多数时间都处于“至暗时刻”,连年亏损、深陷产能困境、如期交付困难等问题层出不穷。</p><p>押注中国市场,成为特斯拉发展历程的重大转折。2019年,特斯拉超级工厂落户上海。在上海市政府的支持下,上海工厂仅用一年时间就实现了从开工到量产。要知道,正常汽车工厂建设周期是一年半。</p><p>今年1月,国产特斯拉Model 3开始对外交付。在国产Model 3交付仪式上,马斯克难掩兴奋,跳起了舞。此后,特斯拉在中国市场“翩翩起舞”,经营出现了翻天覆地的变化。</p><p>乘联会统计数据显示,今年上半年我<a href=\"https://laohu8.com/S/600617\">国新能源</a>汽车销售大幅下降44%。然而,特斯拉Model 3却逆市大增,其中6月销量几乎达第二至第六名的总和,横扫国内新能源汽车市场。</p><p>中国市场销量持续向好,也让特斯拉在盈利和现金流方面不断改善。截至2020年二季度,特斯拉实现净利润1.04亿美元,已连续四个季度实现盈利。</p><p>与之相对,自2019年以来,特斯拉股价累计涨幅超570%,中国市场成为投资者追捧特斯拉股票的重要原因。正如一位汽车行业分析师所言:“没有中国,就没有特斯拉的今天”。</p><p>最新消息显示,上海超级工厂正在扩建,完成后将会量产Model Y车型,预计2021年上半年交付,有望成为特斯拉业绩增长又一强大的驱动力。</p><p>谁是最强挑战者</p><p>尽管优势明显,但特斯拉的霸主地位并非牢不可破。一方面,包括广汽、吉利等国内传统车企正加快电动化转型,像<a href=\"https://laohu8.com/S/NIO\">蔚来</a>、小鹏这样的造车新势力也在涌现。另一方面,也有像恒大这样的“跨界者”大举进入。谁能成为特斯拉最强的挑战者,无疑备受行业关注。</p><p>上述分析师认为,传统车企由于背负燃油车“包袱”,转型缓慢无法建立优势。造型新势力普遍缺乏资本与量产实力,仅靠“烧钱”难以实现持续发展。相对而言,类似恒大这种没有燃油车“包袱”、又拥有雄厚资本实力的跨界者,有望成为特斯拉的最强挑战者。</p><p>事实上,无论是“六车齐发”、还是上海广州基地亮相,恒大最近一系列动作都暗藏着挑战特斯拉的野心。</p><p>成立17年的特斯拉,至今只有4款车型,虽然有利于特斯拉能更聚焦打造爆款,但单薄的产品线难以满足消费者的不同需求。恒大此前同时发布六款恒驰,全面覆盖了从A到D所有级别,以及轿车、轿跑、SUV、MPV、跨界车等乘用车车型,意味着恒大不仅能在SUV、轿车这样的主战场向特斯拉发起攻势,也能迅速抢占特斯拉无法覆盖的细分市场。</p><p><img src=\"http://img.zhitongcaijing.com/images/contentformat/56e1eb4c7871e9f5fce34d2f08ac2b1d.jpg\" title=\"\"/></p><p>除了产品线单薄,特斯拉的造型及品质一直备受争议,即便是定价最高的Model X,被诟病最多的就是缺乏“<a href=\"https://laohu8.com/S/DLX\">豪华</a>感”。此前亮相的6款恒驰,均由全球顶级造型大师操刀设计,且均按豪车标准打造,无论是造型还是豪华感上均明显优于特斯拉同级别产品。</p><p><img src=\"http://img.zhitongcaijing.com/images/contentformat/8f598d7a9a1f3beb56aedf3680a5ee54.jpg\" title=\"\"/></p><p>此外,目前特斯拉在全球拥有3个工厂,但产能瓶颈仍没有解决。恒大在上海、广州、沈阳、郑州等地建设世界最先进的汽车生产基地,实现生产效率、产品合格率及品质的大幅提升。可以预见,通过在中国市场布局巨大产能,恒大将拥有更强大的量产及成本优势。</p><p><img src=\"http://img.zhitongcaijing.com/images/contentformat/9cf1bb3adc7a9435fcb87421eaad7b6f.jpg\" title=\"\"/></p><p>由此可见,虽然特斯拉目前暂时领先,但背靠庞大中国市场的恒大,如果能抓住产品及产能作为突破口,步步为营进行反攻,改写行业格局并非不可能。</p><p>值得注意的是,日前恒大健康宣布更名“恒大汽车”,似乎在向资本市场传递其“换挡提速”的决心。目前市值不足特斯拉1/10的恒大汽车,能否复制特斯拉的市值神话,同样值得期待。</p><p>(<strong>本文转载自锐眼财经</strong>)</p> </article></body></html>","source":"highlight_zhitongcaijin","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>特斯拉(TSLA.US)市值3万亿登顶,“后浪”恒大汽车复制市值神话?</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特斯拉(TSLA.US)市值3万亿登顶,“后浪”恒大汽车复制市值神话?\n</h2>\n\n<h4 class=\"meta\">\n\n\n2020-08-22 20:17 北京时间 <a href=http://www.zhitongcaijing.com/content/detail/329741.html><strong>智通财经网</strong></a>\n\n\n</h4>\n\n</header>\n<article>\n<div>\n<p>十余年间,特斯拉在破产边缘徘徊过,在量产泥潭中挣扎过,不过如今已脱胎换骨,成为全球资本疯狂热捧的电动汽车巨头。今年以来,特斯拉股价持续大涨。截至8月22日美股收盘,收报于2049.98美元,市值达3820亿美元(接近3万亿港元),相当于2个丰田、8个法拉利、9个通用、14个福特,稳坐全球最高市值车企的宝座。年销量尚不及传统巨头,市值却遥遥领先,特斯拉靠的是什么?谁又能成为下一个“特斯拉”?坐收...</p>\n\n<a href=\"http://www.zhitongcaijing.com/content/detail/329741.html\">Web Link</a>\n\n</div>\n\n\n</article>\n</div>\n</body>\n</html>\n","type":0,"thumbnail":"https://img.zhitongcaijing.com/image/20200822/20200822201901_10310.png?x-oss-process=image/format,jpg/quality,Q_80","relate_stocks":{"03333":"中国恒大","TSLA":"特斯拉"},"source_url":"http://www.zhitongcaijing.com/content/detail/329741.html","is_english":false,"share_image_url":"https://static.laohu8.com/6ca2dcdccfa2217fb20a0351f4efe814","article_id":"2061092939","content_text":"十余年间,特斯拉在破产边缘徘徊过,在量产泥潭中挣扎过,不过如今已脱胎换骨,成为全球资本疯狂热捧的电动汽车巨头。今年以来,特斯拉股价持续大涨。截至8月22日美股收盘,收报于2049.98美元,市值达3820亿美元(接近3万亿港元),相当于2个丰田、8个法拉利、9个通用、14个福特,稳坐全球最高市值车企的宝座。年销量尚不及传统巨头,市值却遥遥领先,特斯拉靠的是什么?谁又能成为下一个“特斯拉”?坐收中国市场红利无可否认,特斯拉已成为全球汽车产业的颠覆者。但成立15年以来,特斯拉在大多数时间都处于“至暗时刻”,连年亏损、深陷产能困境、如期交付困难等问题层出不穷。押注中国市场,成为特斯拉发展历程的重大转折。2019年,特斯拉超级工厂落户上海。在上海市政府的支持下,上海工厂仅用一年时间就实现了从开工到量产。要知道,正常汽车工厂建设周期是一年半。今年1月,国产特斯拉Model 3开始对外交付。在国产Model 3交付仪式上,马斯克难掩兴奋,跳起了舞。此后,特斯拉在中国市场“翩翩起舞”,经营出现了翻天覆地的变化。乘联会统计数据显示,今年上半年我国新能源汽车销售大幅下降44%。然而,特斯拉Model 3却逆市大增,其中6月销量几乎达第二至第六名的总和,横扫国内新能源汽车市场。中国市场销量持续向好,也让特斯拉在盈利和现金流方面不断改善。截至2020年二季度,特斯拉实现净利润1.04亿美元,已连续四个季度实现盈利。与之相对,自2019年以来,特斯拉股价累计涨幅超570%,中国市场成为投资者追捧特斯拉股票的重要原因。正如一位汽车行业分析师所言:“没有中国,就没有特斯拉的今天”。最新消息显示,上海超级工厂正在扩建,完成后将会量产Model Y车型,预计2021年上半年交付,有望成为特斯拉业绩增长又一强大的驱动力。谁是最强挑战者尽管优势明显,但特斯拉的霸主地位并非牢不可破。一方面,包括广汽、吉利等国内传统车企正加快电动化转型,像蔚来、小鹏这样的造车新势力也在涌现。另一方面,也有像恒大这样的“跨界者”大举进入。谁能成为特斯拉最强的挑战者,无疑备受行业关注。上述分析师认为,传统车企由于背负燃油车“包袱”,转型缓慢无法建立优势。造型新势力普遍缺乏资本与量产实力,仅靠“烧钱”难以实现持续发展。相对而言,类似恒大这种没有燃油车“包袱”、又拥有雄厚资本实力的跨界者,有望成为特斯拉的最强挑战者。事实上,无论是“六车齐发”、还是上海广州基地亮相,恒大最近一系列动作都暗藏着挑战特斯拉的野心。成立17年的特斯拉,至今只有4款车型,虽然有利于特斯拉能更聚焦打造爆款,但单薄的产品线难以满足消费者的不同需求。恒大此前同时发布六款恒驰,全面覆盖了从A到D所有级别,以及轿车、轿跑、SUV、MPV、跨界车等乘用车车型,意味着恒大不仅能在SUV、轿车这样的主战场向特斯拉发起攻势,也能迅速抢占特斯拉无法覆盖的细分市场。除了产品线单薄,特斯拉的造型及品质一直备受争议,即便是定价最高的Model 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21:54</p>\n</div>\n\n</a>\n\n\n</h4>\n\n</header>\n<article>\n<p>1月29日晚间,美国空头机构香橼在社交平台上发文称,将停止做空研究,专注于做多机会。</p><p>“有着20年的发布历史,我们将不再发布‘做空报告’”,香橼称,“此后将专注于为散户投资者提供长期的做多机会”。</p><p class=\"t-img-caption\"><img src=\"https://static.tigerbbs.com/d1e0479791c10bfadcd005c790714ac6\" tg-width=\"1978\" tg-height=\"1876\" referrerpolicy=\"no-referrer\"><span>香橼在Youtube上发布视频,称将停止做空研究,将专注于做多机会。</span></p><p>此前,香橼1月19日发布了一则针对GME(游戏驿站)的做空视频,认为散户们热爱的GME只值20美元。这激发了大量散户的逆反心理。1月22日,由于账号受到太多人攻击,香橼最终不堪其扰,认怂出局,挂出了“免战牌”。</p>\n\n</article>\n</div>\n</body>\n</html>\n","type":0,"thumbnail":"https://static.tigerbbs.com/d858ab277f6ff1e884395cde10096a99","relate_stocks":{".SPX":"S&P 500 Index",".IXIC":"NASDAQ 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