$蔚来(NIO)$如_老虎社区_美港股上老虎

2020-08-15

$蔚来(NIO)$如果你手上有2.35亿可转债（～6700W股稀释率～5.3%）你会什么时候抛？我们也看到了上一笔2月10号加起来1亿美金的可转债在李老板配合下完美8/11抛售后股价跳水～8%。这次3月5号的可转债马上就要到6个月期限了，按照约定时间就是9月5号开盘以后就能转成普通A股，问题来了，这笔巨额单一抛出来肯定10%以上跌幅，如果你拿着这比债你会怎么做？下面几种可能 ⬇️

1. 9月5到期后直接转股全抛到market。

2. 9月5到期后转股，缓抛。

3. 9月5到期后转股，持有，短期不抛。

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。

精彩评论

Nicooo
2020-08-15
Nicooo
想补充两点 1. 在二月十号和三月五号中间还有一笔1亿的可转债，当时的公告只说了是二月十九号前close, 所以理论上说下周二之前可能还有要解禁的。2. 可转债投资和股权投资有不同的目标和策略，半年4倍多的收益机构很可能是要尽快兑现的。
- 哇塞真的好大啊:
  按照这个走势我觉得9月5号前 NIO要回调到11左右了
- 哇塞真的好大啊:
  我觉得半年这收益可以了，有可能直接兑了
再见彩虹
2020-08-15
再见彩虹
对于饿狼一般的机构主力，会在第一时间全部套现，3.5的成本对他们而言，都是3、4倍的暴利，他们会对九月初的股价产生巨大的冲击，新增的5%的流通股卖盘，会产生让我们散户股票缩水10%以上！
- 哇塞真的好大啊:
  如果安情况1的话保守点15个点起跌了
Peter822100
2020-08-15
Peter822100
没必要过分恐慌啊，软银抛了几百亿阿里巴巴也没见大跌
- 哇塞真的好大啊回复Peter822100:
  那这回一碗肉汤平白多掺进去5%的水
- Peter822100回复哇塞真的好大啊:
  这倒不是
- 哇塞真的好大啊回复Peter822100:
  我意思软银有没有稀释股份？
- Peter822100回复哇塞真的好大啊:
  你得搞清楚啥是可转债啊，可转债的本质就是借款转股票，最后抛的还是股票，机构抛售也是慢慢的抛售，没有啥子一股脑砸个半死，毕竟砸下来少赚的是机构自己
- 哇塞真的好大啊:
  软银抛的是可转债么？
静静的百合May
2020-08-15
静静的百合May
量大可以通过dealer交易的，不用在市场上散卖，如果散卖，一般也会采用冰山单，一点点卖的
买啥啥涨涨不停
2020-08-15
买啥啥涨涨不停
为什么不能股价在上去点抛呢比如20 50 100
- 哇塞真的好大啊:
  它成本3.5一股，只要它一天不卖就是一天定时炸弹
睿策研究
2020-08-15
睿策研究
没有披露转换啊，发行新股美股不用披露的吗？

发表看法

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