两大多头狂抛售，特斯拉要凉了？

中国基金报2021-09-30

9月接近尾声之际，站多特斯拉的两大知名投资者Cathie Wood（“木头姐”）和硅谷风投家Chamath Palihapitiya相继抛售特斯拉，后者更是彻底清仓。市场对特斯拉的看法要逆转了吗？木头姐再抛2.64亿木头姐的方舟投资在周二美股大跌之际抛售了超过34万股特斯拉股票，价值约2.64亿美元，并买入85.6万股机器人流程自动化（RPA）领头羊UiPath股份。方舟投资披露的交易细节...

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精彩评论

So_1929
2021-09-30
So_1929
蛮有意思的，买了特斯拉的人是因为木头姐嘛？如果不是卖了又于我何干？
- 找真正值得尊重的好老板好:
  稀里糊涂的就让他们先下车
- Malison:
  赞你这句话，希望能点醒那些稀里糊涂的人
ChrisChen123
2021-09-30
ChrisChen123
空头们裤衩子都要保不住了，黔驴技穷只能靠收买三流媒体玩标题做空特斯拉了😂
- 小狮狮:
  👍🏻
Johnsonk
2021-09-30
Johnsonk
空头急了

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Palihapitiya也在周三表示，已经在特斯拉股价处于高位时清空了手中的持股。\n今年初，Chamath曾对投资者喊话“特斯拉一股也不要买”，并表示特斯拉的股价应该是当时股指的三倍。1月时，特斯拉股价最高曾达到883美元，但此后经历了漫长的震荡调整期，至今仍未回到年初高位。9月29日，特斯拉收盘价781.31美元，微涨0.48%。\n\nChamath表示他出售特斯拉是为了将资金投资于其他领域，他本人仍然看涨特斯拉，但对该公司的看法也发生了一些改变。他承认自己完全低估了电动汽车市场的规模有多大。\n供应链短缺\n去年，特斯拉的股价在一年之内上涨了743%，押注特斯拉，让不少美股投资者成为大赢家。\n但随着低息环境可能改变，市场对于包括特斯拉在内的成长股的看法开始转变，担忧利息水平走高在短期内会对成长股带来不利影响。Livy投资认为，特斯拉目前的股价已经反应了市场的忧虑，公司在电池和自动驾驶技术方面的研发和商业化进展是影响未来怪走势的关键因素。\n短期内，市场的关注点集中在特斯拉第三季度的交付量上，尤其是全球范围内芯片短缺是否会对特斯拉产生重大影响。9月初，马斯克曾表示由于供应链短缺问题，新款特斯拉跑车可能要到2023年才能上市，而且前提是2022年不会出现更大的戏剧性变化。\nWedbush预计特斯拉第三季度的交付量有望达到23万辆。Piper Sandler预计特斯拉第三季度有望交出有史以来的最佳季度业绩，并将2021年预期交付量从之前的84.6万辆上调至89.4万辆。","kind":null,"is_publish_news":true,"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":[{"id":865467723,"gmtCreate":1633011769901,"gmtModify":1633011769901,"author":{"id":"3554863204555822","authorId":"3554863204555822","name":"So_1929","avatar":"https://static.tigerbbs.com/4401b9beb2dc0e2688d07a45379f992a","vip":1,"crmLevel":5,"crmLevelSwitch":0,"authorIdStr":"3554863204555822","idStr":"3554863204555822"},"htmlText":"蛮有意思的，买了特斯拉的人是因为木头姐嘛？如果不是卖了又于我何干？","listText":"蛮有意思的，买了特斯拉的人是因为木头姐嘛？如果不是卖了又于我何干？","text":"蛮有意思的，买了特斯拉的人是因为木头姐嘛？如果不是卖了又于我何干？","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":5,"commentSize":2,"repostSize":0,"link":"https://laohu8.com/post/865467723","repostId":1155777582,"repostType":2,"isVote":1,"likeStatus":false,"favoriteStatus":false,"reportStatus":false,"tweetType":1,"comments":[{"id":6055911,"gmtCreate":1633053440829,"gmtModify":1633053440829,"authorId":3567892560018339,"author":{"id":3567892560018339,"idStr":"3567892560018339","authorId":3567892560018339,"name":"找真正值得尊重的好老板好","avatar":"https://static.tigerbbs.com/d545eb64c9d956d9257831b967ad8884","vip":1,"crmLevel":1,"crmLevelSwitch":0,"individualDisplayBadges":[]},"repliedAuthorId":0,"objectId":865467723,"type":1,"supId":6050925,"prevId":0,"content":"稀里糊涂的就让他们先下车","text":"稀里糊涂的就让他们先下车","html":"稀里糊涂的就让他们先下车"},{"id":6050925,"gmtCreate":1633012538558,"gmtModify":1633012538558,"authorId":43898359627567,"author":{"id":43898359627567,"idStr":"43898359627567","authorId":43898359627567,"name":"Malison","avatar":"https://static.tigerbbs.com/ed4752e07c0662570d740a149accea3f","vip":1,"currentWearingBadge":{"badgeId":"e50ce593bb40487ebfb542ca54f6a561-4","templateUuid":"e50ce593bb40487ebfb542ca54f6a561","name":"明星虎友","description":"加入老虎社区2000天","bigImgUrl":"https://static.tigerbbs.com/dddf24b906c7011de2617d4fb3f76987","smallImgUrl":"https://static.tigerbbs.com/53d58ad32c97254c6f74db8b97e6ec49","grayImgUrl":"https://static.tigerbbs.com/6304700d92ad91c7a33e2e92ec32ecc1","redirectLinkEnabled":0,"hasAllocated":1,"isWearing":1,"stampPosition":0,"hasStamp":0,"allocationCount":1,"allocatedDate":"2021.12.18","individualDisplayEnabled":0,"individualDisplaySort":0,"categoryType":1001},"crmLevel":8,"crmLevelSwitch":1,"individualDisplayBadges":[]},"repliedAuthorId":0,"objectId":865467723,"type":1,"supId":0,"prevId":0,"content":"赞你这句话，希望能点醒那些稀里糊涂的人","text":"赞你这句话，希望能点醒那些稀里糊涂的人","html":"赞你这句话，希望能点醒那些稀里糊涂的人"}],"langContent":"CN"},{"id":865413372,"gmtCreate":1633010391140,"gmtModify":1633010391347,"author":{"id":"3571264504108019","authorId":"3571264504108019","name":"ChrisChen123","avatar":"https://static.laohu8.com/default-avatar.jpg","vip":1,"crmLevel":5,"crmLevelSwitch":0,"authorIdStr":"3571264504108019","idStr":"3571264504108019"},"htmlText":"空头们裤衩子都要保不住了，黔驴技穷只能靠收买三流媒体玩标题做空特斯拉了😂","listText":"空头们裤衩子都要保不住了，黔驴技穷只能靠收买三流媒体玩标题做空特斯拉了😂","text":"空头们裤衩子都要保不住了，黔驴技穷只能靠收买三流媒体玩标题做空特斯拉了😂","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":3,"commentSize":1,"repostSize":0,"link":"https://laohu8.com/post/865413372","repostId":1155777582,"repostType":2,"isVote":1,"likeStatus":false,"favoriteStatus":false,"reportStatus":false,"tweetType":1,"comments":[{"id":6050744,"gmtCreate":1633011600583,"gmtModify":1634725564422,"authorId":3572937584115952,"author":{"id":3572937584115952,"idStr":"3572937584115952","authorId":3572937584115952,"name":"小狮狮","avatar":"https://static.tigerbbs.com/0060b8e3c2cee085b02939b78214607a","vip":1,"crmLevel":2,"crmLevelSwitch":0,"individualDisplayBadges":[]},"repliedAuthorId":0,"objectId":865413372,"type":1,"supId":0,"prevId":0,"content":"👍🏻","text":"👍🏻","html":"👍🏻"}],"langContent":"CN"},{"id":865673127,"gmtCreate":1632981548427,"gmtModify":1632981548427,"author":{"id":"3563357612600728","authorId":"3563357612600728","name":"Johnsonk","avatar":"https://static.tigerbbs.com/8d6ab73351a61f0c3e887a3cffcf2aa2","vip":1,"crmLevel":1,"crmLevelSwitch":0,"authorIdStr":"3563357612600728","idStr":"3563357612600728"},"htmlText":"空头急了","listText":"空头急了","text":"空头急了","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":2,"commentSize":0,"repostSize":0,"link":"https://laohu8.com/post/865673127","repostId":1155777582,"repostType":2,"isVote":1,"likeStatus":false,"favoriteStatus":false,"reportStatus":false,"tweetType":1,"langContent":"CN"}],"isCommentEnd":false,"newsSizeData":{"likeSize":11,"commentSize":3,"repostSize":0,"favoriteSize":3,"likeStatus":false,"favoriteStatus":false},"APP":{"userAgent":"Mozilla/5.0 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