Jeffrey____
2020-11-16
SB香橼，看到中国车企好了开始搞事情，我们买的就是NIO的未来发展，自己想上车了就直说，就算没看空，也无非是打打脸，普通人赔的却是真金白银，只想说大家顶住！
香橼为何看空蔚来？
免责声明：上述内容仅代表发帖人个人观点，不构成本平台的任何投资建议。
分享至
微信
复制链接
精彩评论
我们需要你的真知灼见来填补这片空白
打开APP，发表看法
APP内打开
发表看法
{"i18n":{"language":"zh_CN"},"detailType":1,"isChannel":false,"data":{"magic":2,"id":307337436,"tweetId":"307337436","gmtCreate":1605474282225,"gmtModify":1703837759224,"author":{"id":3560248303017454,"idStr":"3560248303017454","authorId":3560248303017454,"authorIdStr":"3560248303017454","name":"Jeffrey____","avatar":"https://static.tigerbbs.com/0d79d21abdc78e33d81b8f0ef2ff8a3b","vip":1,"userType":1,"introduction":"","boolIsFan":false,"boolIsHead":false,"crmLevel":1,"crmLevelSwitch":0,"individualDisplayBadges":[],"fanSize":1,"starInvestorFlag":false},"themes":[],"images":[],"coverImages":[],"extraTitle":"","html":"<html><head></head><body><p>SB香橼，看到中国车企好了开始搞事情，我们买的就是NIO的未来发展，自己想上车了就直说，就算没看空，也无非是打打脸，普通人赔的却是真金白银，只想说大家顶住！</p></body></html>","htmlText":"<html><head></head><body><p>SB香橼，看到中国车企好了开始搞事情，我们买的就是NIO的未来发展，自己想上车了就直说，就算没看空，也无非是打打脸，普通人赔的却是真金白银，只想说大家顶住！</p></body></html>","text":"SB香橼，看到中国车企好了开始搞事情，我们买的就是NIO的未来发展，自己想上车了就直说，就算没看空，也无非是打打脸，普通人赔的却是真金白银，只想说大家顶住！","highlighted":1,"essential":1,"paper":1,"likeSize":0,"commentSize":0,"repostSize":0,"favoriteSize":0,"link":"https://laohu8.com/post/307337436","repostId":2083248244,"repostType":2,"repost":{"id":"2083248244","weMediaInfo":{"introduction":"中国智能硬件第一媒体","home_visible":1,"media_name":"雷峰网","id":"1035809132","head_image":"https://static.tigerbbs.com/e82b7d80628947a3824c7ea172002b74"},"pubTimestamp":1605434280,"share":"https://www.laohu8.com/m/news/2083248244?lang=&edition=full","pubTime":"2020-11-15 17:58","market":"hk","language":"zh","title":"香橼为何看空蔚来？","url":"https://stock-news.laohu8.com/highlight/detail?id=2083248244","media":"雷峰网","summary":"美国时间本周五，蔚来狂飙突进的势头却遭到了阻击，知名做空机构香橼的一篇做空报告直接导致蔚来股价狂泻，最高时跌幅达到 15%。香橼在做空报告中写道：现在买蔚来股票的人买的不是一家公司或其未来预期，而是买了屏幕上滚动的三个字母。考虑到 Model Y 将成为蔚来 EC6 和 ES6 的直接竞争对手，这可能会损害用户的购买欲望，并减缓蔚来的订单上涨势头。对于香橼的做空报告，蔚来并未做出回应。","content":"<html><body><div>\n<p><img src=\"https://static.tigerbbs.com/dccf6b210d5f493f917c6f8236f1c208\"/></p><h3></h3><p mpa-from-tpl=\"t\"><span>短短半年内，<a href=\"https://laohu8.com/S/NIO\">蔚来</a>的股价从3美元一度飙到50美元以上。</span></p><span mpa-none-contnet=\"t\">”</span><p><span arial=\"\" gb=\"\" helvetica=\"\" neue=\"\" rgb=\"\" sans=\"\" sans-serif=\"\" sc=\"\" ui=\"\" yahei=\"\">作者 | 大壮旅</span></p><p><span arial=\"\" gb=\"\" helvetica=\"\" neue=\"\" sans=\"\" sans-serif=\"\" sc=\"\" ui=\"\" yahei=\"\">雷锋网按，对电动车新创公司而言，2020 年可是个大年。一方面，许多公司高调借壳上市（SPAC），另一方面，上市后它们大杀四方，让老巨头们感觉无颜见江东父老。 </span></p><p><span arial=\"\" gb=\"\" helvetica=\"\" neue=\"\" sans=\"\" sans-serif=\"\" sc=\"\" ui=\"\" yahei=\"\">投资者们谁也不想错过大赚一笔的机会，大家都等着这些新面孔复制<a href=\"https://laohu8.com/S/TSLA\">特斯拉</a>的成功呢。</span></p><p><strong><span arial=\"\" gb=\"\" helvetica=\"\" neue=\"\" sans=\"\" sans-serif=\"\" sc=\"\" ui=\"\" yahei=\"\">在这造车新势力中，蔚来绝对算得上是佼佼者。随着产能问题的解决，蔚来基本上已经在高端电动车市场站稳了脚跟——截止本周二收盘，蔚来股价相比去年同期增长超过 1100%。</span></strong></p><p><strong><span arial=\"\" gb=\"\" helvetica=\"\" neue=\"\" sans=\"\" sans-serif=\"\" sc=\"\" ui=\"\" yahei=\"\">美国时间本周五，蔚来狂飙突进的势头却遭到了阻击，知名做空机构香橼的一篇做空报告直接导致蔚来股价狂泻，最高时跌幅达到 15%。</span></strong></p><p><strong><span arial=\"\" gb=\"\" helvetica=\"\" neue=\"\" sans=\"\" sans-serif=\"\" sc=\"\" ui=\"\" yahei=\"\">香橼的 Andrew Left 断言，蔚来股价还得跌，25 美元才较为合理（比做空报告发出前低了 48%）。香橼在做空报告中写道：</span></strong><span arial=\"\" gb=\"\" helvetica=\"\" neue=\"\" sans=\"\" sans-serif=\"\" sc=\"\" ui=\"\" yahei=\"\"></span></p><blockquote><p>现在买蔚来股票的人买的不是一家公司或其未来预期，而是买了屏幕上滚动的三个字母（NIO）。</p></blockquote><p><span arial=\"\" gb=\"\" helvetica=\"\" neue=\"\" sans=\"\" sans-serif=\"\" sc=\"\" ui=\"\" yahei=\"\">Andrew Left 认为，来自特斯拉的竞争会抑制蔚来的发展，毕竟国产化 Model Y 即将下线，而 Elon Musk 能提供一个相当有竞争力的价格。别<strong>忘了，在中国市场，特斯拉已经经历了多轮降价，目的就是抢占市场。 </strong></span></p><p><strong><span arial=\"\" gb=\"\" helvetica=\"\" neue=\"\" sans=\"\" sans-serif=\"\" sc=\"\" ui=\"\" yahei=\"\">对于 Model Y，香橼的做空报告中论述如下：</span></strong><span arial=\"\" gb=\"\" helvetica=\"\" neue=\"\" sans=\"\" sans-serif=\"\" sc=\"\" ui=\"\" yahei=\"\"></span></p><p><span arial=\"\" gb=\"\" helvetica=\"\" neue=\"\" sans=\"\" sans-serif=\"\" sc=\"\" ui=\"\" yahei=\"\">更糟糕的是，凡是买股票的人，显然没有关注特斯拉和 Model Y 在中国的定价策略。</span></p><p><span arial=\"\" gb=\"\" helvetica=\"\" neue=\"\" sans=\"\" sans-serif=\"\" sc=\"\" ui=\"\" yahei=\"\">我们认为，特斯拉可能会将上海工厂制造的 Model Y 价格从 48.8 万人民币（7.3 万美元）降至中高配 30 万元区间（5.6-5.8万美元）。考虑到 Model Y 将成为蔚来 EC6 和 ES6 的直接竞争对手，这可能会损害用户的购买欲望，并减缓蔚来的订单上涨势头。</span></p><p><span arial=\"\" gb=\"\" helvetica=\"\" neue=\"\" sans=\"\" sans-serif=\"\" sc=\"\" ui=\"\" yahei=\"\">中国本土分析师甚至认为，Model Y 国产版起售价甚至会定在 27.5 万元人民币。彭博社则指出：“中国高端电动车市场的另一波降价潮可能即将到来，到时竞争会相当激烈。”而且别忘了，特斯拉现在在中国的月销量可是蔚来的两倍多。</span></p><p><span arial=\"\" gb=\"\" helvetica=\"\" neue=\"\" sans=\"\" sans-serif=\"\" sc=\"\" ui=\"\" yahei=\"\">简言之，蔚来现在面对的市场可不像当年的特斯拉，而且是独享和瓜分的差别。</span></p><p><strong><span arial=\"\" gb=\"\" helvetica=\"\" neue=\"\" sans=\"\" sans-serif=\"\" sc=\"\" ui=\"\" yahei=\"\">Andrew Left 说道： </span></strong></p><blockquote><p><strong>蔚来已经进入了未知领域，拿现在的中国电动车市场或短期情况做锚点完全不合理。</strong></p></blockquote><p><span arial=\"\" gb=\"\" helvetica=\"\" neue=\"\" sans=\"\" sans-serif=\"\" sc=\"\" ui=\"\" yahei=\"\">本月早些时候，借助 10 月份创纪录的交付量和 6 万台累计销量，蔚来市值成功超越通用，而 700 亿美元的市值直接让蔚来成了汽车行业老四，仅次于大众、丰田和特斯拉。 </span></p><p><span arial=\"\" gb=\"\" helvetica=\"\" neue=\"\" sans=\"\" sans-serif=\"\" sc=\"\" ui=\"\" yahei=\"\">不过，蔚来股价能否持续走高主要还得看业绩，一旦它们停下增长脚步，恐怕投资者就不愿买账了，这一定律同样适用于特斯拉或其它高调的电动车公司——就特斯拉而言，其一直在提高产量以满足不断扩大的产品线的需求，但现在看来还远远不够。</span></p><p><span arial=\"\" gb=\"\" helvetica=\"\" neue=\"\" sans=\"\" sans-serif=\"\" sc=\"\" ui=\"\" yahei=\"\">对于香橼的做空报告，蔚来并未做出回应。</span></p><p arial=\"\" center=\"\" gb=\"\" helvetica=\"\" neue=\"\" normal=\"\" rgb=\"\" sans=\"\" sans-serif=\"\" sc=\"\" ui=\"\" yahei=\"\"><img src=\"https://static.tigerbbs.com/292e8e0c3a344bacb11f79e73473711c\"/></p><p><span><strong>往期推荐</strong></span></p><p arial=\"\" gb=\"\" helvetica=\"\" neue=\"\" normal=\"\" rgb=\"\" sans=\"\" sans-serif=\"\" sc=\"\" ui=\"\" yahei=\"\"><span>▎拜登当选总统，美国科技圈沸腾了！</span></p><p arial=\"\" gb=\"\" helvetica=\"\" neue=\"\" normal=\"\" rgb=\"\" sans=\"\" sans-serif=\"\" sc=\"\" ui=\"\" yahei=\"\"><span>▎鸿蒙之后，Vela请战</span></p><p arial=\"\" gb=\"\" helvetica=\"\" neue=\"\" normal=\"\" rgb=\"\" sans=\"\" sans-serif=\"\" sc=\"\" ui=\"\" yahei=\"\"><span>▎<a href=\"https://laohu8.com/S/00700\">腾讯</a>存储技术背后的十五年往事</span></p><p arial=\"\" gb=\"\" helvetica=\"\" neue=\"\" normal=\"\" rgb=\"\" sans=\"\" sans-serif=\"\" sc=\"\" ui=\"\" yahei=\"\"><span>▎天猫11天成交4982亿，<a href=\"https://laohu8.com/S/JD\">京东</a>成交2715亿；消息称荣耀独立后办公地点确定；国内互联网巨头股价集体暴跌</span></p><p><img src=\"https://static.tigerbbs.com/92ce8298124b48cdb2d491334e834265\"/></p>\n</div></body></html>","source":"weixin_highlight","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>香橼为何看空蔚来？</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香橼为何看空蔚来？\n</h2>\n\n<h4 class=\"meta\">\n\n\n<a class=\"head\" href=\"https://laohu8.com/wemedia/1035809132\">\n\n\n<div class=\"h-thumb\" style=\"background-image:url(https://static.tigerbbs.com/e82b7d80628947a3824c7ea172002b74);background-size:cover;\"></div>\n\n<div class=\"h-content\">\n<p class=\"h-name\">雷峰网 </p>\n<p class=\"h-time\">2020-11-15 17:58</p>\n</div>\n\n</a>\n\n\n</h4>\n\n</header>\n<article>\n<html><body><div>\n<p><img src=\"https://static.tigerbbs.com/dccf6b210d5f493f917c6f8236f1c208\"/></p><h3></h3><p mpa-from-tpl=\"t\"><span>短短半年内，<a href=\"https://laohu8.com/S/NIO\">蔚来</a>的股价从3美元一度飙到50美元以上。</span></p><span mpa-none-contnet=\"t\">”</span><p><span arial=\"\" gb=\"\" helvetica=\"\" neue=\"\" rgb=\"\" sans=\"\" sans-serif=\"\" sc=\"\" ui=\"\" yahei=\"\">作者 | 大壮旅</span></p><p><span arial=\"\" gb=\"\" helvetica=\"\" neue=\"\" sans=\"\" sans-serif=\"\" sc=\"\" ui=\"\" yahei=\"\">雷锋网按，对电动车新创公司而言，2020 年可是个大年。一方面，许多公司高调借壳上市（SPAC），另一方面，上市后它们大杀四方，让老巨头们感觉无颜见江东父老。 </span></p><p><span arial=\"\" gb=\"\" helvetica=\"\" neue=\"\" sans=\"\" sans-serif=\"\" sc=\"\" ui=\"\" yahei=\"\">投资者们谁也不想错过大赚一笔的机会，大家都等着这些新面孔复制<a href=\"https://laohu8.com/S/TSLA\">特斯拉</a>的成功呢。</span></p><p><strong><span arial=\"\" gb=\"\" helvetica=\"\" neue=\"\" sans=\"\" sans-serif=\"\" sc=\"\" ui=\"\" yahei=\"\">在这造车新势力中，蔚来绝对算得上是佼佼者。随着产能问题的解决，蔚来基本上已经在高端电动车市场站稳了脚跟——截止本周二收盘，蔚来股价相比去年同期增长超过 1100%。</span></strong></p><p><strong><span arial=\"\" gb=\"\" helvetica=\"\" neue=\"\" sans=\"\" sans-serif=\"\" sc=\"\" ui=\"\" yahei=\"\">美国时间本周五，蔚来狂飙突进的势头却遭到了阻击，知名做空机构香橼的一篇做空报告直接导致蔚来股价狂泻，最高时跌幅达到 15%。</span></strong></p><p><strong><span arial=\"\" gb=\"\" helvetica=\"\" neue=\"\" sans=\"\" sans-serif=\"\" sc=\"\" ui=\"\" yahei=\"\">香橼的 Andrew Left 断言，蔚来股价还得跌，25 美元才较为合理（比做空报告发出前低了 48%）。香橼在做空报告中写道：</span></strong><span arial=\"\" gb=\"\" helvetica=\"\" neue=\"\" sans=\"\" sans-serif=\"\" sc=\"\" ui=\"\" yahei=\"\"></span></p><blockquote><p>现在买蔚来股票的人买的不是一家公司或其未来预期，而是买了屏幕上滚动的三个字母（NIO）。</p></blockquote><p><span arial=\"\" gb=\"\" helvetica=\"\" neue=\"\" sans=\"\" sans-serif=\"\" sc=\"\" ui=\"\" yahei=\"\">Andrew Left 认为，来自特斯拉的竞争会抑制蔚来的发展，毕竟国产化 Model Y 即将下线，而 Elon Musk 能提供一个相当有竞争力的价格。别<strong>忘了，在中国市场，特斯拉已经经历了多轮降价，目的就是抢占市场。 </strong></span></p><p><strong><span arial=\"\" gb=\"\" helvetica=\"\" neue=\"\" sans=\"\" sans-serif=\"\" sc=\"\" ui=\"\" yahei=\"\">对于 Model Y，香橼的做空报告中论述如下：</span></strong><span arial=\"\" gb=\"\" helvetica=\"\" neue=\"\" sans=\"\" sans-serif=\"\" sc=\"\" ui=\"\" yahei=\"\"></span></p><p><span arial=\"\" gb=\"\" helvetica=\"\" neue=\"\" sans=\"\" sans-serif=\"\" sc=\"\" ui=\"\" yahei=\"\">更糟糕的是，凡是买股票的人，显然没有关注特斯拉和 Model Y 在中国的定价策略。</span></p><p><span arial=\"\" gb=\"\" helvetica=\"\" neue=\"\" sans=\"\" sans-serif=\"\" sc=\"\" ui=\"\" yahei=\"\">我们认为，特斯拉可能会将上海工厂制造的 Model Y 价格从 48.8 万人民币（7.3 万美元）降至中高配 30 万元区间（5.6-5.8万美元）。考虑到 Model Y 将成为蔚来 EC6 和 ES6 的直接竞争对手，这可能会损害用户的购买欲望，并减缓蔚来的订单上涨势头。</span></p><p><span arial=\"\" gb=\"\" helvetica=\"\" neue=\"\" sans=\"\" sans-serif=\"\" sc=\"\" ui=\"\" yahei=\"\">中国本土分析师甚至认为，Model Y 国产版起售价甚至会定在 27.5 万元人民币。彭博社则指出：“中国高端电动车市场的另一波降价潮可能即将到来，到时竞争会相当激烈。”而且别忘了，特斯拉现在在中国的月销量可是蔚来的两倍多。</span></p><p><span arial=\"\" gb=\"\" helvetica=\"\" neue=\"\" sans=\"\" sans-serif=\"\" sc=\"\" ui=\"\" yahei=\"\">简言之，蔚来现在面对的市场可不像当年的特斯拉，而且是独享和瓜分的差别。</span></p><p><strong><span arial=\"\" gb=\"\" helvetica=\"\" neue=\"\" sans=\"\" sans-serif=\"\" sc=\"\" ui=\"\" yahei=\"\">Andrew Left 说道： </span></strong></p><blockquote><p><strong>蔚来已经进入了未知领域，拿现在的中国电动车市场或短期情况做锚点完全不合理。</strong></p></blockquote><p><span arial=\"\" gb=\"\" helvetica=\"\" neue=\"\" sans=\"\" sans-serif=\"\" sc=\"\" ui=\"\" yahei=\"\">本月早些时候，借助 10 月份创纪录的交付量和 6 万台累计销量，蔚来市值成功超越通用，而 700 亿美元的市值直接让蔚来成了汽车行业老四，仅次于大众、丰田和特斯拉。 </span></p><p><span arial=\"\" gb=\"\" helvetica=\"\" neue=\"\" sans=\"\" sans-serif=\"\" sc=\"\" ui=\"\" yahei=\"\">不过，蔚来股价能否持续走高主要还得看业绩，一旦它们停下增长脚步，恐怕投资者就不愿买账了，这一定律同样适用于特斯拉或其它高调的电动车公司——就特斯拉而言，其一直在提高产量以满足不断扩大的产品线的需求，但现在看来还远远不够。</span></p><p><span arial=\"\" gb=\"\" helvetica=\"\" neue=\"\" sans=\"\" sans-serif=\"\" sc=\"\" ui=\"\" yahei=\"\">对于香橼的做空报告，蔚来并未做出回应。</span></p><p arial=\"\" center=\"\" gb=\"\" helvetica=\"\" neue=\"\" normal=\"\" rgb=\"\" sans=\"\" sans-serif=\"\" sc=\"\" ui=\"\" yahei=\"\"><img src=\"https://static.tigerbbs.com/292e8e0c3a344bacb11f79e73473711c\"/></p><p><span><strong>往期推荐</strong></span></p><p arial=\"\" gb=\"\" helvetica=\"\" neue=\"\" normal=\"\" rgb=\"\" sans=\"\" sans-serif=\"\" sc=\"\" ui=\"\" yahei=\"\"><span>▎拜登当选总统，美国科技圈沸腾了！</span></p><p arial=\"\" gb=\"\" helvetica=\"\" neue=\"\" normal=\"\" rgb=\"\" sans=\"\" sans-serif=\"\" sc=\"\" ui=\"\" yahei=\"\"><span>▎鸿蒙之后，Vela请战</span></p><p arial=\"\" gb=\"\" helvetica=\"\" neue=\"\" normal=\"\" rgb=\"\" sans=\"\" sans-serif=\"\" sc=\"\" ui=\"\" yahei=\"\"><span>▎<a href=\"https://laohu8.com/S/00700\">腾讯</a>存储技术背后的十五年往事</span></p><p arial=\"\" gb=\"\" helvetica=\"\" neue=\"\" normal=\"\" rgb=\"\" sans=\"\" sans-serif=\"\" sc=\"\" ui=\"\" yahei=\"\"><span>▎天猫11天成交4982亿，<a href=\"https://laohu8.com/S/JD\">京东</a>成交2715亿；消息称荣耀独立后办公地点确定；国内互联网巨头股价集体暴跌</span></p><p><img src=\"https://static.tigerbbs.com/92ce8298124b48cdb2d491334e834265\"/></p>\n</div></body></html>\n\n</article>\n</div>\n</body>\n</html>\n","type":0,"thumbnail":"https://static.tigerbbs.com/eebab619623966f6e7115434f653b888","relate_stocks":{"NIO":"蔚来"},"source_url":"http://mp.weixin.qq.com/s?__biz=MTM2ODM0ODYyMQ==&mid=2651490769&idx=3&sn=af89cc7aff1e872c762c66f77ad3e883&chksm=624e897355390065adc4f1d8887cc366d821715cd21d33e07ac8f52b1b1d0d3609537da94667&scene=0#rd","is_english":false,"share_image_url":"https://static.laohu8.com/ecd74548980bc5b366aa8f4b37ed0bd5","article_id":"2083248244","content_text":"短短半年内，蔚来的股价从3美元一度飙到50美元以上。”作者 | 大壮旅雷锋网按，对电动车新创公司而言，2020 年可是个大年。一方面，许多公司高调借壳上市（SPAC），另一方面，上市后它们大杀四方，让老巨头们感觉无颜见江东父老。 投资者们谁也不想错过大赚一笔的机会，大家都等着这些新面孔复制特斯拉的成功呢。在这造车新势力中，蔚来绝对算得上是佼佼者。随着产能问题的解决，蔚来基本上已经在高端电动车市场站稳了脚跟——截止本周二收盘，蔚来股价相比去年同期增长超过 1100%。美国时间本周五，蔚来狂飙突进的势头却遭到了阻击，知名做空机构香橼的一篇做空报告直接导致蔚来股价狂泻，最高时跌幅达到 15%。香橼的 Andrew Left 断言，蔚来股价还得跌，25 美元才较为合理（比做空报告发出前低了 48%）。香橼在做空报告中写道：现在买蔚来股票的人买的不是一家公司或其未来预期，而是买了屏幕上滚动的三个字母（NIO）。Andrew Left 认为，来自特斯拉的竞争会抑制蔚来的发展，毕竟国产化 Model Y 即将下线，而 Elon Musk 能提供一个相当有竞争力的价格。别忘了，在中国市场，特斯拉已经经历了多轮降价，目的就是抢占市场。 对于 Model Y，香橼的做空报告中论述如下：更糟糕的是，凡是买股票的人，显然没有关注特斯拉和 Model Y 在中国的定价策略。我们认为，特斯拉可能会将上海工厂制造的 Model Y 价格从 48.8 万人民币（7.3 万美元）降至中高配 30 万元区间（5.6-5.8万美元）。考虑到 Model Y 将成为蔚来 EC6 和 ES6 的直接竞争对手，这可能会损害用户的购买欲望，并减缓蔚来的订单上涨势头。中国本土分析师甚至认为，Model Y 国产版起售价甚至会定在 27.5 万元人民币。彭博社则指出：“中国高端电动车市场的另一波降价潮可能即将到来，到时竞争会相当激烈。”而且别忘了，特斯拉现在在中国的月销量可是蔚来的两倍多。简言之，蔚来现在面对的市场可不像当年的特斯拉，而且是独享和瓜分的差别。Andrew Left 说道： 蔚来已经进入了未知领域，拿现在的中国电动车市场或短期情况做锚点完全不合理。本月早些时候，借助 10 月份创纪录的交付量和 6 万台累计销量，蔚来市值成功超越通用，而 700 亿美元的市值直接让蔚来成了汽车行业老四，仅次于大众、丰田和特斯拉。 不过，蔚来股价能否持续走高主要还得看业绩，一旦它们停下增长脚步，恐怕投资者就不愿买账了，这一定律同样适用于特斯拉或其它高调的电动车公司——就特斯拉而言，其一直在提高产量以满足不断扩大的产品线的需求，但现在看来还远远不够。对于香橼的做空报告，蔚来并未做出回应。往期推荐▎拜登当选总统，美国科技圈沸腾了！▎鸿蒙之后，Vela请战▎腾讯存储技术背后的十五年往事▎天猫11天成交4982亿，京东成交2715亿；消息称荣耀独立后办公地点确定；国内互联网巨头股价集体暴跌","news_type":1},"isVote":1,"tweetType":1,"viewCount":1734,"commentLimit":10,"likeStatus":false,"favoriteStatus":false,"reportStatus":false,"symbols":[],"verified":2,"subType":0,"readableState":1,"langContent":"CN","currentLanguage":"CN","warmUpFlag":false,"orderFlag":false,"shareable":true,"causeOfNotShareable":"","featuresForAnalytics":[],"commentAndTweetFlag":false,"andRepostAutoSelectedFlag":false,"upFlag":false,"length":143,"xxTargetLangEnum":"ZH_CN"},"commentList":[],"isCommentEnd":true,"isTiger":false,"isWeiXinMini":false,"url":"/m/post/307337436"}
精彩评论