对冲基金大佬Bill Miller：正在做空特斯拉，越涨越空

华尔街见闻2023-01-10

Miller认为，作为汽车制造商，特斯拉估值不应该超过全球五大汽车制造商的总和，而作为科技公司，它兜售的是个糟糕透顶的生意。连续15年战胜标普的传奇价值投资者Bill Miller表示，由于新能源汽车行业竞争日益激烈，他正在做空特斯拉的股票。“我最近做空了特斯拉，今天做空了更多。如果股价上涨，我会做空更多股票，”Miller上周五在接受媒体采访时表示。特斯拉统治新能源汽车行业已有十多年，但随着传统...

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精彩评论

垚垚爱看短剧
2023-01-10
垚垚爱看短剧
下来我继续抄底[得意]
魔鬼交易员
2023-01-10
魔鬼交易员
$特斯拉(TSLA)$ 当大佬开始公开看空，代表反转时机已到[财迷]
天空使者
2023-01-10
天空使者
看到这样的消息就放心了
奥龙
2023-01-10
奥龙
假如Bill Miller真敢这么做，估计会输得很惨。咱们拭目以待吧……
初生的牛犊
2023-01-10
初生的牛犊
你的意思是说，苹果的市值，亚马逊的市值，沃尔玛的市值，都不应该很高
- Pegasus__:
  ark还在做多
- 赵脑斧:
  他们竟扯淡

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the more empty he is","themeId":"","isJumpTheme":false,"ttsUrl":"https://static.tigerbbs.com/3fca8e8dbb15aa7e538f396bc5c33c7a","symbols_score_info":{"TSLA":0.9},"content_text":"Miller认为，作为汽车制造商，特斯拉估值不应该超过全球五大汽车制造商的总和，而作为科技公司，它兜售的是个糟糕透顶的生意。连续15年战胜标普的传奇价值投资者Bill Miller表示，由于新能源汽车行业竞争日益激烈，他正在做空特斯拉的股票。“我最近做空了特斯拉，今天做空了更多。如果股价上涨，我会做空更多股票，”Miller上周五在接受媒体采访时表示。特斯拉统治新能源汽车行业已有十多年，但随着传统汽车制造商纷纷押注电动汽车赛道，其他新势力强势崛起，特斯拉的领先地位正在被撼动。Miller表示：特斯拉现在正在失去市场份额。他们不得不降价。这是一家非凡的公司，但在我看来，它不值3800亿美元......我只是认为它的价值不应该超过全球五大汽车制造商的总和。而且所有这些（传统车企）都将生产电动汽车。根据最新收盘价计算，丰田、大众、奔驰、通用、福特目前总市值约为4700亿美元。隔夜美股收盘，特斯拉股价大涨近6%，但在过去1年累跌超过65%，市值较2021年年底高点蒸发9000亿美元，约等于5个丰田汽车的市值。由于销售疲态尽显，号称不会降价的特斯拉频频打脸，去年在中国、欧美市场开启数轮降价活动，又在2023年第一周开启了新一轮全球降价，在中国和日本市场的Model 3和Model Y的起售价均下调约10%。除了行业竞争，特斯拉本身的定位也是Miller看跌特斯拉的原因。一直以来，业界对于特斯拉的定位争议不断—— 特斯拉是一家科技公司还是一家汽车公司？Miller认为特斯拉属于后者。正因为它是一家汽车公司，现在的估值看起来太高了。他强调，特斯拉目前的估值是通用汽车500亿美元市值的7倍。我认为特斯拉太贵了。特斯拉盈利比现在的汽车公司都要多。它有大量的自由现金流。如果你认为它是一只科技股，那么它的市盈率应该与其主导电动汽车行业时的市盈率不相上下，这样才合理。若将其作为一个科技公司看待，特斯拉和其他科技公司有一个相当大的区别，那就是汽车业对投资者来说并不那么有吸引力。Miller说：特斯拉和其它科技股之间的区别在于，它兜售的是个糟糕透顶的生意。全球汽车工业是一个糟糕的行业，产能太大，而且资本回报率很低。对于特斯拉来说，它正在与一股糟糕的潮流作斗争。无论如何，Miller都承认了这家明星汽车制造商和前全球首富的过人之处。我认为特斯拉是一家非凡的公司。我认为埃隆•马斯克是个天才。现年72岁的Miller是风投公司Miller Value Partners创办人兼首席执行官，在投资界有着传奇一般的经历，当年他还是Legg Mason价值信托基金操盘手时，曾经连续15年打败标普500指数，成绩斐然。","kind":null,"is_publish_news":true,"is_publish_highlight":true,"is_publish_live":null,"is_publish_wemedia":null,"editions":null,"column":"","sentiment":"0","news_tag":"","news_rank":0,"symbols":[],"gpt_button":1},"commentList":[{"id":628555135,"gmtCreate":1673361898727,"gmtModify":1673361902576,"author":{"id":"3453158648648532","authorId":"3453158648648532","name":"垚垚爱看短剧","avatar":"https://static.laohu8.com/74629519e0a728690a3e67c9e7ccdde5","vip":1,"crmLevel":2,"crmLevelSwitch":1},"htmlText":"下来我继续抄底[得意]&nbsp;","listText":"下来我继续抄底[得意]&nbsp;","text":"下来我继续抄底[得意]","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":0,"commentSize":0,"repostSize":0,"link":"https://laohu8.com/post/628555135","repostId":2302271032,"repostType":2,"isVote":1,"likeStatus":false,"favoriteStatus":false,"reportStatus":false,"tweetType":1,"langContent":"CN"},{"id":628522598,"gmtCreate":1673358029015,"gmtModify":1673358031001,"author":{"id":"4131003813735020","authorId":"4131003813735020","name":"魔鬼交易员","avatar":"https://static.tigerbbs.com/6bb5d02afce2d2cbac539706c108896c","vip":1,"hat":"https://static.tigerbbs.com/b073a07f77dbe6b3bec6b12311fde6bd","crmLevel":9,"crmLevelSwitch":1},"htmlText":"<a href=\"https://laohu8.com/S/TSLA\">$特斯拉(TSLA)$&nbsp;</a><v-v data-views=\"1\"></v-v>当大佬开始公开看空，代表反转时机已到[财迷]&nbsp;","listText":"<a href=\"https://laohu8.com/S/TSLA\">$特斯拉(TSLA)$&nbsp;</a><v-v data-views=\"1\"></v-v>当大佬开始公开看空，代表反转时机已到[财迷]&nbsp;","text":"$特斯拉(TSLA)$ 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