子不语
2022-12-23
不买推特 能这样?
买推特导致特斯拉下跌?马斯克不同意:宏观环境惹的祸
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href=\"https://laohu8.com/S/F\">福特汽车</a>跌26%,<a href=\"https://laohu8.com/S/GM\">通用汽车</a>跌12%。</blockquote><p><a href=\"https://laohu8.com/S/TSLA\">特斯拉</a>股价周二再度重挫,大跌8%,创下52周新低。面对跌跌不休的股价,马斯克在推特上回应,他将特斯拉的下跌,归咎于宏观经济因素。</p><p>马斯克在推文中表示,<b>随着(收益)有保证的银行储蓄账户利率开始接近(收益)没有保证的股市回报率,人们将越来越多地将资金从股票转移到现金,从而导致股市下跌。</b></p><p>有推文指出,马斯克不会接受他的行为会影响股价的说法。马斯克对此回复说,<b>也许吧,这种情况下,买入的机会!</b>他再度抨击美联储的政策:<b>“我一直说美联储的利率很疯狂,因为我看到的数据表明我们已经处于通缩状态。如果是真的,那么美国国债的实际回报率大致等于标普500指数的回报率。我今天聊天过的一位非常聪明的投资者说,他正在做空标普(美股大盘)。”</b></p><p>批评人士们指出,马斯克收购推特分散了他的精力,是股价下跌的推手。自从马斯克4月份宣布收购推特的交易以来,特斯拉股票的表现一直不及标普500指数,也不敌其它汽车股同行。也就是说,不论是整体股票市场还是汽车行业的大环境,都无法解释特斯拉为何今年下跌如此之多。</p><p><b>数据是最好的证明。特斯拉年内跌约60%,标普500指数跌约14%,<a href=\"https://laohu8.com/S/F\">福特汽车</a>跌约26%,<a href=\"https://laohu8.com/S/GM\">通用汽车</a>跌约12%。</b></p><p>此外,为了给推特提供资金,马斯克还出售了大量特斯拉股票。无论是从抛售本身还是投资者信心来说,都对特斯拉股价构成压力。单单12月12日-14日共计售出2200万股的特斯拉股票,价值35.8亿美元(约合人民币249亿元),今年累计出售特斯拉股票总额达到近400亿美元。</p><p>媒体援引曾在美国证券交易委员会(SEC)担任经济学家的现Vanderbilt大学助理教授Joshua White的话说,特斯拉的下跌只能部分归咎于利率问题。<a href=\"https://laohu8.com/S/TWTR\">Twitter</a>问题是一个重要的因素。此外,马斯克4月份表示,他不打算出售更多特斯拉股票,但是他随后继续卖股票,这可能已经失去了股东的信任。</p><p>对于特斯拉投资者的好消息是,在马斯克分心问题上,他们有望看到曙光。在前几日民调认为马斯克应辞去推特CEO后,马斯克表示,一找到“傻子”接班,就辞去推特CEO。他说,在找到继任者后,他将只负责软件和服务器团队的管理。</p><p>事实上,当前就特斯拉本身,其在全球就面临着各种各样的挑战。例如,在中国通过提供折扣和激励措施来提高销量;在美国得克萨斯州和德国的新工厂,努力提高效率;在欧洲,面临供应链和能源价格飙升的问题,能源价格高企令电动车吸引力下降。</p></body></html>","source":"wallstreetcn_api","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>买推特导致特斯拉下跌?马斯克不同意:宏观环境惹的祸</title>\n<style 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Link</a>\n\n</div>\n\n\n</article>\n</div>\n</body>\n</html>\n","type":0,"thumbnail":"https://static.tigerbbs.com/ccdc174894b0adc5de004b92718f3714","relate_stocks":{"LU1720051108.HKD":"ALLIANZ GLOBAL ARTIFICIAL INTELLIGENCE \"AT\" (HKD) ACC","BK4581":"高盛持仓","LU0943347566.SGD":"安联收益及增长平衡基金AM H2-SGD","BK4099":"汽车制造商","QNETCN":"纳斯达克中美互联网老虎指数","LU0234570918.USD":"高盛全球核心股票组合Acc Close","BK4511":"特斯拉概念","LU2357305700.SGD":"Allianz Global Artificial Intelligence ET H2-SGD","LU1839511570.USD":"WELLS FARGO GLOBAL FACTOR ENHANCED EQUITY \"I\" (USD) ACC","LU1861559042.SGD":"日兴方舟颠覆性创新基金B SGD","BK4548":"巴美列捷福持仓","LU0823411888.USD":"法巴消费创新基金 Cap","LU0053666078.USD":"摩根大通基金-美国股票A(离岸)美元","LU0082616367.USD":"摩根大通美国科技A(dist)","LU0719512351.SGD":"JPMorgan Funds - US Technology A (acc) SGD","LU0056508442.USD":"贝莱德世界科技基金A2","IE00B1XK9C88.USD":"PINEBRIDGE US LARGE CAP RESEARCH ENHANCED \"A\" (USD) ACC","BK4516":"特朗普概念","IE00BSNM7G36.USD":"NEUBERGER BERMAN SYSTEMATIC GLOBAL SUSTAINABLE VALUE \"A\" (USD) 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White的话说,特斯拉的下跌只能部分归咎于利率问题。Twitter问题是一个重要的因素。此外,马斯克4月份表示,他不打算出售更多特斯拉股票,但是他随后继续卖股票,这可能已经失去了股东的信任。对于特斯拉投资者的好消息是,在马斯克分心问题上,他们有望看到曙光。在前几日民调认为马斯克应辞去推特CEO后,马斯克表示,一找到“傻子”接班,就辞去推特CEO。他说,在找到继任者后,他将只负责软件和服务器团队的管理。事实上,当前就特斯拉本身,其在全球就面临着各种各样的挑战。例如,在中国通过提供折扣和激励措施来提高销量;在美国得克萨斯州和德国的新工厂,努力提高效率;在欧洲,面临供应链和能源价格飙升的问题,能源价格高企令电动车吸引力下降。","news_type":1},"isVote":1,"tweetType":1,"viewCount":1042,"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":15,"xxTargetLangEnum":"ZH_CN"},"commentList":[],"isCommentEnd":true,"isTiger":false,"isWeiXinMini":false,"url":"/m/post/621010394"}
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