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哲学在投资中体现
2022-08-01
我们应该感谢这些造谣者,让投资一些好公司有认知门槛,如果每个人都是理性的那投资的认知差就没有多少,那里面就不会有财富的转移。所以应该感谢这些造谣者,让我们才有机会赚取认知利润。
抱歉,原内容已删除
哲学在投资中体现
2021-05-21
中国还敢在大?就分了一点小蛋糕就刹车失灵了。而且大部分都出口了
马斯克称特斯拉将在俄罗斯建立业务,正考虑开设Gigafactory工厂
哲学在投资中体现
2021-05-21
$特斯拉(TSLA)$
狗狗币才叫牛逼
哲学在投资中体现
2021-05-18
最好的广告就是火星专用车!看登陆火星的时间了
特斯拉要凉凉了?08年大空头大举做空特斯拉
哲学在投资中体现
2021-05-14
$蔚来(NIO)$
$小鹏汽车(XPEV)$
$特斯拉(TSLA)$
我之前反复强调,特斯拉才是中国电动三傻的救命绳,华为才是电动三傻的对手,这次看到了吧!特斯拉在中国一旦受阻,谁还是华为对手?蔚来你也罢小鹏也好,都用国外的芯片,小米就是前车之鉴!逻辑搞清楚一些,华为车载芯片可是完全国产,望你们好自为之、卖国贼的帽子谁顶得住!
哲学在投资中体现
2021-05-12
$特斯拉(TSLA)$
最近貌似舆论极速降温,貌似不报道特斯拉负面新闻了。全球制造中心也给搅黄了!哈哈义和团干的漂亮!本来model3后期打算全放中国产的[开心]
哲学在投资中体现
2021-05-11
$特斯拉(TSLA)$
特斯拉4月出口了15000多辆,国内也才售出了25000台。中国产的特斯拉刹车失灵新闻在国外大肆报道!搞不懂中国是希望出口增长呢!还是希望不出口了[开心] !是希望大家买中国制造呢!还是外国制造,我被目前的舆论搞糊涂了
哲学在投资中体现
2021-04-27
$特斯拉(TSLA)$
$蔚来(NIO)$
国内市场动荡,自动驾驶落地又推后,各种因素叠加,我们只要一直最低成本就好了。只要价格买的底,想赔钱也难啊!之前我一直强调卖出看跌期权,上一个周又让大家买入远期看涨期权,卖出近期看涨,有没有跟着赚钱的!
哲学在投资中体现
2021-04-27
$特斯拉(TSLA)$
我上一个周,包括昨天强调波动率涨起来了,买入远期看涨期权,卖出近期的看涨期权。财报过后波动率迅速下降。两头都赚了!
哲学在投资中体现
2021-04-27
$特斯拉(TSLA)$
特斯拉自动驾驶实现时间延后了,虽然财报不错。但是支撑目前股价的自动驾驶兑现时间充满不确定性。加之中国市场的不确定性!很难对上涨有支撑。建议卖出看涨期权对冲持有的股票!估计明年市场会明朗化,自动驾驶肯定没这么快到来。
哲学在投资中体现
2021-04-26
$特斯拉(TSLA)$
但
哲学在投资中体现
2021-04-26
$特斯拉(TSLA)$
uhuoiuijijiiiikkookjhhudewwwqqwefcvgui
哲学在投资中体现
2021-04-24
$特斯拉(TSLA)$
国内公司为什么没有学习造火箭的呢?华为应该造火箭这样就能吊打国内其他公司了!
哲学在投资中体现
2021-04-24
$特斯拉(TSLA)$
为什么总有些人拿2000年互联网泡沫来比喻特斯拉的股价,一点经济生活常识都没有,2000年的时候大宗商品是什么价格?2000年的时候房价又是什么价格,2000年的时候货币总量才是多少?世界上没有绝对值的东西,首先要选取参照物!如果倒回到1940年股市泡沫那不是冲上宇宙了,哪21年前的经济数据和现在比,我真是醉了
哲学在投资中体现
2021-04-22
$特斯拉(TSLA)$
当事人说了,她有10年赛车经验!把国道当跑道开。我觉得特斯拉确实错了,要出一款国道赛车。也许这样就不会撞车了
哲学在投资中体现
2021-04-22
$特斯拉(TSLA)$
好好鼓励飞车党,给飞车党撑腰索赔,让飞车来的更猛烈一些吧[捂脸]
哲学在投资中体现
2021-04-22
$特斯拉(TSLA)$
其实把没什么好纠结的,智能汽车系统可靠性肯定比以前的上一代可靠性差,这是自然规律,以前马车时代每年因为车祸死亡人数肯定远少于现在汽车。以前诺基亚肯定不容易卡机,问题是也没见你们在用马车,也没用诺基亚。诺基亚到倒闭的时候也没人说他差啊!为什么一定要把不同的物种放一起比较无聊!
哲学在投资中体现
2021-04-22
$特斯拉(TSLA)$
特斯拉的刹车系统是博世的刹车系统,博世给全球上千万辆汽车提供刹车系统,那估计都有问题。这个没什么值得考虑的!我倒是希望特斯拉股价能被无脑黑黑下来!因为我高估了黑子的力量,卖出看涨期权要亏损了。希望你们给点力!把股价黑下来!
哲学在投资中体现
2021-04-21
$特斯拉(TSLA)$
昨天我就说了,波动率涨上来了,可以买入实质的远期期权,卖出近期的看涨期权。涨跌都能接受。不涨不是更好
哲学在投资中体现
2021-04-21
$特斯拉(TSLA)$
当年尼古拉特斯拉发明交流电的时候,被爱迪生妖魔化,还利用自己的影响力把死刑弄成交流电刑,还在电视上播放用交流电点死马的视频,直到今天电击的意外事故一直在发生,只是大家都觉得那是正常的而已!
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src=\"http://inews.gtimg.com/newsapp_match/0/13551958729/0\"/><p>马斯克称,特斯拉正考虑将俄罗斯作为其欧洲第二家Gigafactory工厂的潜在地点。此外,特斯拉也希望尽快在哈萨克斯坦和独联体国家等其他邻国开展业务。</p><p>他说:“我认为,我们很快就会在俄罗斯建立业务,这将是令人惊叹的。此外,我们也需要更广泛地关注哈萨克斯坦和其他独联体国家。这对我们来说很重要。”</p><p>此外,马斯克今日在俄罗斯还表示,未来的汽车将实现自动驾驶。除了火箭,将来所有的交通工具都将是电动的。他还表示,合理的下一步是在月球上建立永久基地,并最终在火星上建立城市。</p></article></body></html>","source":"tencent","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>马斯克称特斯拉将在俄罗斯建立业务,正考虑开设Gigafactory工厂</title>\n<style 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}\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马斯克称特斯拉将在俄罗斯建立业务,正考虑开设Gigafactory工厂\n</h2>\n\n<h4 class=\"meta\">\n\n\n2021-05-21 17:26 北京时间 <a href=http://gu.qq.com/resources/shy/news/detail-v2/index.html#/?id=nesSN2021052117272179957bc8&s=b><strong>美股研究社</strong></a>\n\n\n</h4>\n\n</header>\n<article>\n<div>\n<p>美股研究社消息,据新浪科技报道,特斯拉CEO埃隆·马斯克(Elon Musk)今日表示,特斯拉即将在俄罗斯建立业务,并正在考虑是否可以在那里开设工厂。斯克在一次活动上称,特斯拉在中国和美国已经拥有生产基地,目前正考虑在世界其他地区开设工厂。马斯克称,特斯拉正考虑将俄罗斯作为其欧洲第二家Gigafactory工厂的潜在地点。此外,特斯拉也希望尽快在哈萨克斯坦和独联体国家等其他邻国开展业务。他说:“我...</p>\n\n<a href=\"http://gu.qq.com/resources/shy/news/detail-v2/index.html#/?id=nesSN2021052117272179957bc8&s=b\">Web Link</a>\n\n</div>\n\n\n</article>\n</div>\n</body>\n</html>\n","type":0,"thumbnail":"https://static.tigerbbs.com/072c968b365f388646563804246ec367","relate_stocks":{"TSLA":"特斯拉"},"source_url":"http://gu.qq.com/resources/shy/news/detail-v2/index.html#/?id=nesSN2021052117272179957bc8&s=b","is_english":false,"share_image_url":"https://static.laohu8.com/9a95c1376e76363c1401fee7d3717173","article_id":"2137059309","content_text":"美股研究社消息,据新浪科技报道,特斯拉CEO埃隆·马斯克(Elon Musk)今日表示,特斯拉即将在俄罗斯建立业务,并正在考虑是否可以在那里开设工厂。斯克在一次活动上称,特斯拉在中国和美国已经拥有生产基地,目前正考虑在世界其他地区开设工厂。马斯克称,特斯拉正考虑将俄罗斯作为其欧洲第二家Gigafactory工厂的潜在地点。此外,特斯拉也希望尽快在哈萨克斯坦和独联体国家等其他邻国开展业务。他说:“我认为,我们很快就会在俄罗斯建立业务,这将是令人惊叹的。此外,我们也需要更广泛地关注哈萨克斯坦和其他独联体国家。这对我们来说很重要。”此外,马斯克今日在俄罗斯还表示,未来的汽车将实现自动驾驶。除了火箭,将来所有的交通工具都将是电动的。他还表示,合理的下一步是在月球上建立永久基地,并最终在火星上建立城市。","news_type":1},"isVote":1,"tweetType":1,"viewCount":1662,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"CN","totalScore":0},{"id":139976304,"gmtCreate":1621588293508,"gmtModify":1621589620460,"author":{"id":"3441841033612845","authorId":"3441841033612845","name":"哲学在投资中体现","avatar":"https://static.laohu8.com/ecc3b40fc52ee65156d5fa37cfc1fd35","crmLevel":6,"crmLevelSwitch":0,"followedFlag":false,"idStr":"3441841033612845","authorIdStr":"3441841033612845"},"themes":[],"htmlText":"<a href=\"https://laohu8.com/S/TSLA\">$特斯拉(TSLA)$</a>狗狗币才叫牛逼","listText":"<a href=\"https://laohu8.com/S/TSLA\">$特斯拉(TSLA)$</a>狗狗币才叫牛逼","text":"$特斯拉(TSLA)$狗狗币才叫牛逼","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":0,"commentSize":0,"repostSize":0,"link":"https://laohu8.com/post/139976304","isVote":1,"tweetType":1,"viewCount":1687,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"CN","totalScore":0},{"id":194937054,"gmtCreate":1621332874078,"gmtModify":1621332874078,"author":{"id":"3441841033612845","authorId":"3441841033612845","name":"哲学在投资中体现","avatar":"https://static.laohu8.com/ecc3b40fc52ee65156d5fa37cfc1fd35","crmLevel":6,"crmLevelSwitch":0,"followedFlag":false,"idStr":"3441841033612845","authorIdStr":"3441841033612845"},"themes":[],"htmlText":"最好的广告就是火星专用车!看登陆火星的时间了","listText":"最好的广告就是火星专用车!看登陆火星的时间了","text":"最好的广告就是火星专用车!看登陆火星的时间了","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":5,"commentSize":0,"repostSize":0,"link":"https://laohu8.com/post/194937054","repostId":"1129099395","repostType":2,"repost":{"id":"1129099395","kind":"news","pubTimestamp":1621309498,"share":"https://www.laohu8.com/m/news/1129099395?lang=&edition=full","pubTime":"2021-05-18 11:44","market":"us","language":"zh","title":"特斯拉要凉凉了?08年大空头大举做空特斯拉","url":"https://stock-news.laohu8.com/highlight/detail?id=1129099395","media":" 灰岩国际咨询 ","summary":"相信很多读者都看过著名的好莱坞电影,“Big Short\",大空头这部电影描述了两批人马提前预知到金融危机的爆发,因此决心做空次级贷款。而其中大赚一笔的就是这个Dr Burry,他创建的Scion C","content":"<p><img src=\"https://static.tigerbbs.com/fedbe23fcacb34a2128a7f2bf745ac5c\" tg-width=\"1080\" tg-height=\"699\" referrerpolicy=\"no-referrer\">相信很多读者都看过著名的好莱坞电影,“Big Short\",大空头这部电影描述了两批人马提前预知到金融危机的爆发,因此决心做空次级贷款。</p><p>而其中大赚一笔的就是这个Dr Burry,他创建的Scion Capital大举做空次级贷款(subprime mortgages) 同时 Michael Burry也通过这次战役一战封神,经过了痛苦的三年亏损(这期间由于基金要不断的支付CDS的premium蒙受了更大规模的亏损,因此他的投资者不断威胁他要求赎回基金份额),最终他为投资者取得了近500%的回报(扣去所有的基金开支以及成本)</p><p>期间Michael Burry个人也收获了1亿美金的财富,因此决定将Scion Capital的所有投资者资金连同利润返还,最终以管理个人财富的方式解散他一手创办的基金,成为了一间为Burry本人服务的家族办公室。</p><p>Burry作为著名的价值投资者,他不光擅长做多,也非常善于做空股票标的。</p><p><b>是罕见的多空交易都能够获利的投资者。而先前他在Gamestop游戏驿站的获利颇丰,现在他决定继续加大对于TSLA特斯拉的做空仓位。</b></p><p><b>Scion Capital 在TSLA这只股票上有近800000张的认沽期权(puts)</b></p><p><b>从2021年1月26日开始,TSLA股价近期大暴跌,跌至35%,</b></p><p><img src=\"https://static.tigerbbs.com/d66367af4dfd34e575d86d836c4f2390\" tg-width=\"1080\" tg-height=\"714\" referrerpolicy=\"no-referrer\"></p><p><b>投资者迈克尔·伯瑞(Michael Burry)因在金融危机期间对抵押证券进行数十亿美元的押注而声名,起,对埃隆·马斯克(ElonMusk)的特斯拉公司(Tesla Inc.)投入了相当大的空头赌注。</b></p><p>从周一提交给监管机构的文件显示,截至3月31日,巴里的Scion资产管理公司持有认沽权大量的认沽期权(合800000股的空头,这也使Scion有权在未来的不明日期或之前出售特斯拉股票。</p><p>特斯拉股价在一年的涨势推动该股上涨近700%之后,于1月26日收于883.09美元的历史新高。到三月底,它的价值缩水了四分之一,比周一收盘时的高点下跌了35%。</p><p><b>大家都知道特斯拉之所以能够续命,谷底反弹的非常重要的原因是上海特斯拉厂以及巨大的中国消费力的支持。从一月的特斯拉股票价格来看,更多是像类似GME游戏驿站的案例一样,由于空头仓位过于拥挤而导致的更大规模的逼空(short squeeze)而这个情况下特斯拉的股价非但没有跌下来甚至创了新高。</b></p><p>对特斯拉的押注不是Burry的第一次做空尝试,他之前在做空TSLA的交易中也亏损不少。而另一个看空TLSA的大空头James Chanos的做空TSLA的股票敞口也不得不在1月底打止损,来停止基金的亏损。</p><p>Burry在12月初的一条被删除的推文中说,他持有大量电动车制造商的空头敞口。其中最大的空头敞口自然是特斯拉。Burry 甚至建议马斯克出售股票以筹集资金来救特斯拉,而当时TSLA股票的股价处于疯狂的泡沫中,亦处于当时处于Burry所说的“荒谬”的泡沫水平。</p><p>特斯拉在四月下旬的财报显示,其第一季度获利创纪录,避免了行业芯片短缺,提高了汽车厂的制造水平,其中从特斯拉的财报中我们可以看到,TSLA的财报中,有四分之一的利润来自于销售比特币。另外四分之一来自于出售碳Credit,从侧面我们可以看到特斯拉本身的利润构成。</p><p><b>然而,股价下跌标志着该公司现在所抗衡的崇高期望。在分析师的质疑中:特斯拉没有提供2021年车辆交付的具体估计。也就是核心的交付产能问题如何解决。</b></p><p><b>我们无法知道Burry的Scion何时对特斯拉下了赌注,或是Scion Capital所持有的看跌期权的价格以及成本是多少以及公司为其付了多少钱。</b>从13F文件来看,其空头头寸价值5.34亿美元,这可能是特斯拉在3月31日的股价乘以Scion所押注的股票数量而得出的。</p><p>近期特斯拉仍然面对危机以及挑战。随着中国市场特斯拉车辆的质量堪忧以及产能问题逐渐爆发,而这关乎于特斯拉的最终命运。因为和其他的车商不同,特斯拉的业绩以及市场太过于依赖中国市场以及营收,在上海GIGA厂这张牌以及虚拟货币打完之后,TSLA究竟何去何从,从现在公司的运营策略来讲,我个人是偏悲观的。</p><p>从特斯拉现在的营收结构来看,我很难对TSLA过度乐观。虽然短期特斯拉的确会进入一个巨大的股价调整期,但是毕竟特斯拉仍然拥有大量的粉丝以及消费者,这意味着超跌之后仍然会出现短期的买入套利机会。</p><p>而这将很大程度上取决于Musk本人对于中国市场消费者的态度。如果产能这个老大难问题都迟迟拖着无法解决,那么900美金很可能将成为特斯拉的最高点。<b>而疯狂执着与狗狗币的马斯克也最终成为狗头军师?</b></p><p><img src=\"https://static.tigerbbs.com/0dbabf6f4375df87b9326fad3042e641\" tg-width=\"922\" tg-height=\"596\" referrerpolicy=\"no-referrer\"></p><p><b>随着加密货币的狂热,如果你经常登Twitter看Elon Musk的动态,你会发现他越来越不务正业了。这并不是件好事,与其天天去给什么狗狗币doge coin坐庄成为一个所谓币圈的“心灵导师”,倒不如扎实好好把特斯拉车主的权益保障了,把产能扎实地做好,才能把公司运作好,你们说呢?</b></p>","source":"lsy1613474250850","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>特斯拉要凉凉了?08年大空头大举做空特斯拉</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{ 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0}\n</style>\n</head>\n<body>\n<div class=\"wrapper\">\n<header>\n<h2 class=\"title\">\n特斯拉要凉凉了?08年大空头大举做空特斯拉\n</h2>\n\n<h4 class=\"meta\">\n\n\n2021-05-18 11:44 北京时间 <a href=https://mp.weixin.qq.com/s/p5UwsZjRKUNJdvvSE1PCaA><strong> 灰岩国际咨询 </strong></a>\n\n\n</h4>\n\n</header>\n<article>\n<div>\n<p>相信很多读者都看过著名的好莱坞电影,“Big Short\",大空头这部电影描述了两批人马提前预知到金融危机的爆发,因此决心做空次级贷款。而其中大赚一笔的就是这个Dr Burry,他创建的Scion Capital大举做空次级贷款(subprime mortgages) 同时 Michael Burry也通过这次战役一战封神,经过了痛苦的三年亏损(这期间由于基金要不断的支付CDS的premium蒙受...</p>\n\n<a href=\"https://mp.weixin.qq.com/s/p5UwsZjRKUNJdvvSE1PCaA\">Web Link</a>\n\n</div>\n\n\n</article>\n</div>\n</body>\n</html>\n","type":0,"thumbnail":"https://static.tigerbbs.com/fedbe23fcacb34a2128a7f2bf745ac5c","relate_stocks":{"TSLA":"特斯拉"},"source_url":"https://mp.weixin.qq.com/s/p5UwsZjRKUNJdvvSE1PCaA","is_english":false,"share_image_url":"https://static.laohu8.com/e9f99090a1c2ed51c021029395664489","article_id":"1129099395","content_text":"相信很多读者都看过著名的好莱坞电影,“Big Short\",大空头这部电影描述了两批人马提前预知到金融危机的爆发,因此决心做空次级贷款。而其中大赚一笔的就是这个Dr Burry,他创建的Scion Capital大举做空次级贷款(subprime mortgages) 同时 Michael Burry也通过这次战役一战封神,经过了痛苦的三年亏损(这期间由于基金要不断的支付CDS的premium蒙受了更大规模的亏损,因此他的投资者不断威胁他要求赎回基金份额),最终他为投资者取得了近500%的回报(扣去所有的基金开支以及成本)期间Michael Burry个人也收获了1亿美金的财富,因此决定将Scion Capital的所有投资者资金连同利润返还,最终以管理个人财富的方式解散他一手创办的基金,成为了一间为Burry本人服务的家族办公室。Burry作为著名的价值投资者,他不光擅长做多,也非常善于做空股票标的。是罕见的多空交易都能够获利的投资者。而先前他在Gamestop游戏驿站的获利颇丰,现在他决定继续加大对于TSLA特斯拉的做空仓位。Scion Capital 在TSLA这只股票上有近800000张的认沽期权(puts)从2021年1月26日开始,TSLA股价近期大暴跌,跌至35%,投资者迈克尔·伯瑞(Michael Burry)因在金融危机期间对抵押证券进行数十亿美元的押注而声名,起,对埃隆·马斯克(ElonMusk)的特斯拉公司(Tesla Inc.)投入了相当大的空头赌注。从周一提交给监管机构的文件显示,截至3月31日,巴里的Scion资产管理公司持有认沽权大量的认沽期权(合800000股的空头,这也使Scion有权在未来的不明日期或之前出售特斯拉股票。特斯拉股价在一年的涨势推动该股上涨近700%之后,于1月26日收于883.09美元的历史新高。到三月底,它的价值缩水了四分之一,比周一收盘时的高点下跌了35%。大家都知道特斯拉之所以能够续命,谷底反弹的非常重要的原因是上海特斯拉厂以及巨大的中国消费力的支持。从一月的特斯拉股票价格来看,更多是像类似GME游戏驿站的案例一样,由于空头仓位过于拥挤而导致的更大规模的逼空(short squeeze)而这个情况下特斯拉的股价非但没有跌下来甚至创了新高。对特斯拉的押注不是Burry的第一次做空尝试,他之前在做空TSLA的交易中也亏损不少。而另一个看空TLSA的大空头James Chanos的做空TSLA的股票敞口也不得不在1月底打止损,来停止基金的亏损。Burry在12月初的一条被删除的推文中说,他持有大量电动车制造商的空头敞口。其中最大的空头敞口自然是特斯拉。Burry 甚至建议马斯克出售股票以筹集资金来救特斯拉,而当时TSLA股票的股价处于疯狂的泡沫中,亦处于当时处于Burry所说的“荒谬”的泡沫水平。特斯拉在四月下旬的财报显示,其第一季度获利创纪录,避免了行业芯片短缺,提高了汽车厂的制造水平,其中从特斯拉的财报中我们可以看到,TSLA的财报中,有四分之一的利润来自于销售比特币。另外四分之一来自于出售碳Credit,从侧面我们可以看到特斯拉本身的利润构成。然而,股价下跌标志着该公司现在所抗衡的崇高期望。在分析师的质疑中:特斯拉没有提供2021年车辆交付的具体估计。也就是核心的交付产能问题如何解决。我们无法知道Burry的Scion何时对特斯拉下了赌注,或是Scion Capital所持有的看跌期权的价格以及成本是多少以及公司为其付了多少钱。从13F文件来看,其空头头寸价值5.34亿美元,这可能是特斯拉在3月31日的股价乘以Scion所押注的股票数量而得出的。近期特斯拉仍然面对危机以及挑战。随着中国市场特斯拉车辆的质量堪忧以及产能问题逐渐爆发,而这关乎于特斯拉的最终命运。因为和其他的车商不同,特斯拉的业绩以及市场太过于依赖中国市场以及营收,在上海GIGA厂这张牌以及虚拟货币打完之后,TSLA究竟何去何从,从现在公司的运营策略来讲,我个人是偏悲观的。从特斯拉现在的营收结构来看,我很难对TSLA过度乐观。虽然短期特斯拉的确会进入一个巨大的股价调整期,但是毕竟特斯拉仍然拥有大量的粉丝以及消费者,这意味着超跌之后仍然会出现短期的买入套利机会。而这将很大程度上取决于Musk本人对于中国市场消费者的态度。如果产能这个老大难问题都迟迟拖着无法解决,那么900美金很可能将成为特斯拉的最高点。而疯狂执着与狗狗币的马斯克也最终成为狗头军师?随着加密货币的狂热,如果你经常登Twitter看Elon Musk的动态,你会发现他越来越不务正业了。这并不是件好事,与其天天去给什么狗狗币doge coin坐庄成为一个所谓币圈的“心灵导师”,倒不如扎实好好把特斯拉车主的权益保障了,把产能扎实地做好,才能把公司运作好,你们说呢?","news_type":1},"isVote":1,"tweetType":1,"viewCount":1791,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"CN","totalScore":0},{"id":198116582,"gmtCreate":1620946050446,"gmtModify":1620946050446,"author":{"id":"3441841033612845","authorId":"3441841033612845","name":"哲学在投资中体现","avatar":"https://static.laohu8.com/ecc3b40fc52ee65156d5fa37cfc1fd35","crmLevel":6,"crmLevelSwitch":0,"followedFlag":false,"idStr":"3441841033612845","authorIdStr":"3441841033612845"},"themes":[],"htmlText":"<a href=\"https://laohu8.com/S/NIO\">$蔚来(NIO)$</a><a href=\"https://laohu8.com/S/XPEV\">$小鹏汽车(XPEV)$</a><a href=\"https://laohu8.com/S/TSLA\">$特斯拉(TSLA)$</a>我之前反复强调,特斯拉才是中国电动三傻的救命绳,华为才是电动三傻的对手,这次看到了吧!特斯拉在中国一旦受阻,谁还是华为对手?蔚来你也罢小鹏也好,都用国外的芯片,小米就是前车之鉴!逻辑搞清楚一些,华为车载芯片可是完全国产,望你们好自为之、卖国贼的帽子谁顶得住!","listText":"<a href=\"https://laohu8.com/S/NIO\">$蔚来(NIO)$</a><a href=\"https://laohu8.com/S/XPEV\">$小鹏汽车(XPEV)$</a><a href=\"https://laohu8.com/S/TSLA\">$特斯拉(TSLA)$</a>我之前反复强调,特斯拉才是中国电动三傻的救命绳,华为才是电动三傻的对手,这次看到了吧!特斯拉在中国一旦受阻,谁还是华为对手?蔚来你也罢小鹏也好,都用国外的芯片,小米就是前车之鉴!逻辑搞清楚一些,华为车载芯片可是完全国产,望你们好自为之、卖国贼的帽子谁顶得住!","text":"$蔚来(NIO)$$小鹏汽车(XPEV)$$特斯拉(TSLA)$我之前反复强调,特斯拉才是中国电动三傻的救命绳,华为才是电动三傻的对手,这次看到了吧!特斯拉在中国一旦受阻,谁还是华为对手?蔚来你也罢小鹏也好,都用国外的芯片,小米就是前车之鉴!逻辑搞清楚一些,华为车载芯片可是完全国产,望你们好自为之、卖国贼的帽子谁顶得住!","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":4,"commentSize":2,"repostSize":0,"link":"https://laohu8.com/post/198116582","isVote":1,"tweetType":1,"viewCount":6531,"authorTweetTopStatus":1,"verified":2,"comments":[{"author":{"id":"3521353871016651","authorId":"3521353871016651","name":"顺盈","avatar":"https://static.laohu8.com/default-avatar.jpg","crmLevel":1,"crmLevelSwitch":0,"idStr":"3521353871016651","authorIdStr":"3521353871016651"},"content":"华为被婴儿般呵护,都不干芯片,改造车,养猪","text":"华为被婴儿般呵护,都不干芯片,改造车,养猪","html":"华为被婴儿般呵护,都不干芯片,改造车,养猪"}],"imageCount":0,"langContent":"CN","totalScore":0},{"id":191029090,"gmtCreate":1620828736710,"gmtModify":1620828736710,"author":{"id":"3441841033612845","authorId":"3441841033612845","name":"哲学在投资中体现","avatar":"https://static.laohu8.com/ecc3b40fc52ee65156d5fa37cfc1fd35","crmLevel":6,"crmLevelSwitch":0,"followedFlag":false,"idStr":"3441841033612845","authorIdStr":"3441841033612845"},"themes":[],"htmlText":"<a href=\"https://laohu8.com/S/TSLA\">$特斯拉(TSLA)$</a>最近貌似舆论极速降温,貌似不报道特斯拉负面新闻了。全球制造中心也给搅黄了!哈哈义和团干的漂亮!本来model3后期打算全放中国产的[开心] ","listText":"<a href=\"https://laohu8.com/S/TSLA\">$特斯拉(TSLA)$</a>最近貌似舆论极速降温,貌似不报道特斯拉负面新闻了。全球制造中心也给搅黄了!哈哈义和团干的漂亮!本来model3后期打算全放中国产的[开心] ","text":"$特斯拉(TSLA)$最近貌似舆论极速降温,貌似不报道特斯拉负面新闻了。全球制造中心也给搅黄了!哈哈义和团干的漂亮!本来model3后期打算全放中国产的[开心]","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":5,"commentSize":3,"repostSize":1,"link":"https://laohu8.com/post/191029090","isVote":1,"tweetType":1,"viewCount":2785,"authorTweetTopStatus":1,"verified":2,"comments":[{"author":{"id":"3474273072027739","authorId":"3474273072027739","name":"卡尔洋","avatar":"https://static.tigerbbs.com/b5bb61521c38f41b9c93c2497a4237ef","crmLevel":8,"crmLevelSwitch":0,"idStr":"3474273072027739","authorIdStr":"3474273072027739"},"content":"对特斯拉来说是好事,以免越陷越深。墙国这地方只适合干一炮就跑,越早离开越好","text":"对特斯拉来说是好事,以免越陷越深。墙国这地方只适合干一炮就跑,越早离开越好","html":"对特斯拉来说是好事,以免越陷越深。墙国这地方只适合干一炮就跑,越早离开越好"}],"imageCount":0,"langContent":"CN","totalScore":0},{"id":199533401,"gmtCreate":1620715833703,"gmtModify":1620716220676,"author":{"id":"3441841033612845","authorId":"3441841033612845","name":"哲学在投资中体现","avatar":"https://static.laohu8.com/ecc3b40fc52ee65156d5fa37cfc1fd35","crmLevel":6,"crmLevelSwitch":0,"followedFlag":false,"idStr":"3441841033612845","authorIdStr":"3441841033612845"},"themes":[],"htmlText":"<a href=\"https://laohu8.com/S/TSLA\">$特斯拉(TSLA)$</a>特斯拉4月出口了15000多辆,国内也才售出了25000台。中国产的特斯拉刹车失灵新闻在国外大肆报道!搞不懂中国是希望出口增长呢!还是希望不出口了[开心] !是希望大家买中国制造呢!还是外国制造,我被目前的舆论搞糊涂了","listText":"<a href=\"https://laohu8.com/S/TSLA\">$特斯拉(TSLA)$</a>特斯拉4月出口了15000多辆,国内也才售出了25000台。中国产的特斯拉刹车失灵新闻在国外大肆报道!搞不懂中国是希望出口增长呢!还是希望不出口了[开心] !是希望大家买中国制造呢!还是外国制造,我被目前的舆论搞糊涂了","text":"$特斯拉(TSLA)$特斯拉4月出口了15000多辆,国内也才售出了25000台。中国产的特斯拉刹车失灵新闻在国外大肆报道!搞不懂中国是希望出口增长呢!还是希望不出口了[开心] !是希望大家买中国制造呢!还是外国制造,我被目前的舆论搞糊涂了","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":3,"commentSize":4,"repostSize":0,"link":"https://laohu8.com/post/199533401","isVote":1,"tweetType":1,"viewCount":4405,"authorTweetTopStatus":1,"verified":2,"comments":[{"author":{"id":"3562068570016187","authorId":"3562068570016187","name":"BerryRocket","avatar":"https://static.tigerbbs.com/6043d317fe3878f7456319cac20e8923","crmLevel":8,"crmLevelSwitch":1,"idStr":"3562068570016187","authorIdStr":"3562068570016187"},"content":"特斯拉自带的流量属性罢了 不可能都是吹的没有黑的。这点负面影响和流量带给特斯拉的益处相比不值一提。没有流量的热度 光凭特斯拉的销量和财报 股价拦腰砍都还是过高。","text":"特斯拉自带的流量属性罢了 不可能都是吹的没有黑的。这点负面影响和流量带给特斯拉的益处相比不值一提。没有流量的热度 光凭特斯拉的销量和财报 股价拦腰砍都还是过高。","html":"特斯拉自带的流量属性罢了 不可能都是吹的没有黑的。这点负面影响和流量带给特斯拉的益处相比不值一提。没有流量的热度 光凭特斯拉的销量和财报 股价拦腰砍都还是过高。"}],"imageCount":0,"langContent":"CN","totalScore":0},{"id":377263724,"gmtCreate":1619531100768,"gmtModify":1619531100768,"author":{"id":"3441841033612845","authorId":"3441841033612845","name":"哲学在投资中体现","avatar":"https://static.laohu8.com/ecc3b40fc52ee65156d5fa37cfc1fd35","crmLevel":6,"crmLevelSwitch":0,"followedFlag":false,"idStr":"3441841033612845","authorIdStr":"3441841033612845"},"themes":[],"htmlText":"<a href=\"https://laohu8.com/S/TSLA\">$特斯拉(TSLA)$</a><a href=\"https://laohu8.com/S/NIO\">$蔚来(NIO)$</a>国内市场动荡,自动驾驶落地又推后,各种因素叠加,我们只要一直最低成本就好了。只要价格买的底,想赔钱也难啊!之前我一直强调卖出看跌期权,上一个周又让大家买入远期看涨期权,卖出近期看涨,有没有跟着赚钱的!","listText":"<a href=\"https://laohu8.com/S/TSLA\">$特斯拉(TSLA)$</a><a 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href=\"https://laohu8.com/S/TSLA\">$特斯拉(TSLA)$</a>当年尼古拉特斯拉发明交流电的时候,被爱迪生妖魔化,还利用自己的影响力把死刑弄成交流电刑,还在电视上播放用交流电点死马的视频,直到今天电击的意外事故一直在发生,只是大家都觉得那是正常的而已!","text":"$特斯拉(TSLA)$当年尼古拉特斯拉发明交流电的时候,被爱迪生妖魔化,还利用自己的影响力把死刑弄成交流电刑,还在电视上播放用交流电点死马的视频,直到今天电击的意外事故一直在发生,只是大家都觉得那是正常的而已!","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":5,"commentSize":1,"repostSize":0,"link":"https://laohu8.com/post/378396762","isVote":1,"tweetType":1,"viewCount":3215,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"CN","totalScore":0}],"hots":[{"id":950007002,"gmtCreate":1589103093506,"gmtModify":1704179286313,"author":{"id":"3441841033612845","authorId":"3441841033612845","name":"哲学在投资中体现","avatar":"https://static.laohu8.com/ecc3b40fc52ee65156d5fa37cfc1fd35","crmLevel":6,"crmLevelSwitch":0,"followedFlag":false,"idStr":"3441841033612845","authorIdStr":"3441841033612845"},"themes":[],"htmlText":"<a href=\"https://laohu8.com/S/TSLA\">$特斯拉(TSLA)$</a>我看了老虎社区里铺天盖地都是分析公司前景,以及模棱两可的市场信息。就像上学的时候,父母总是说你好好学习,肯定会有前途,都是宽泛的道理,我今天分享一下我的实际操作,就是卖出特斯拉的380看跌期权,如果9月特斯拉股票高于380我就赚了全部的权力金,如果低于380我正好抄底。","listText":"<a href=\"https://laohu8.com/S/TSLA\">$特斯拉(TSLA)$</a>我看了老虎社区里铺天盖地都是分析公司前景,以及模棱两可的市场信息。就像上学的时候,父母总是说你好好学习,肯定会有前途,都是宽泛的道理,我今天分享一下我的实际操作,就是卖出特斯拉的380看跌期权,如果9月特斯拉股票高于380我就赚了全部的权力金,如果低于380我正好抄底。","text":"$特斯拉(TSLA)$我看了老虎社区里铺天盖地都是分析公司前景,以及模棱两可的市场信息。就像上学的时候,父母总是说你好好学习,肯定会有前途,都是宽泛的道理,我今天分享一下我的实际操作,就是卖出特斯拉的380看跌期权,如果9月特斯拉股票高于380我就赚了全部的权力金,如果低于380我正好抄底。","images":[{"img":"https://static.tigerbbs.com/d90c21364dd4ee2c5620a4476ad98c89","width":"1125","height":"2189"}],"top":1,"highlighted":2,"essential":1,"paper":1,"likeSize":43,"commentSize":42,"repostSize":6,"link":"https://laohu8.com/post/950007002","isVote":1,"tweetType":1,"viewCount":12441,"authorTweetTopStatus":1,"verified":2,"comments":[{"author":{"id":"3441841033612845","authorId":"3441841033612845","name":"哲学在投资中体现","avatar":"https://static.laohu8.com/ecc3b40fc52ee65156d5fa37cfc1fd35","crmLevel":6,"crmLevelSwitch":0,"idStr":"3441841033612845","authorIdStr":"3441841033612845"},"content":"如果跌下去就行权啊!就是380买入正股啊","text":"如果跌下去就行权啊!就是380买入正股啊","html":"如果跌下去就行权啊!就是380买入正股啊"}],"imageCount":1,"langContent":"CN","totalScore":0},{"id":924700543,"gmtCreate":1588600089082,"gmtModify":1704367867625,"author":{"id":"3441841033612845","authorId":"3441841033612845","name":"哲学在投资中体现","avatar":"https://static.laohu8.com/ecc3b40fc52ee65156d5fa37cfc1fd35","crmLevel":6,"crmLevelSwitch":0,"followedFlag":false,"idStr":"3441841033612845","authorIdStr":"3441841033612845"},"themes":[],"htmlText":"<a 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href=\"https://laohu8.com/S/TSLA\">$特斯拉(TSLA)$</a>当事人说了,她有10年赛车经验!把国道当跑道开。我觉得特斯拉确实错了,要出一款国道赛车。也许这样就不会撞车了","listText":"<a href=\"https://laohu8.com/S/TSLA\">$特斯拉(TSLA)$</a>当事人说了,她有10年赛车经验!把国道当跑道开。我觉得特斯拉确实错了,要出一款国道赛车。也许这样就不会撞车了","text":"$特斯拉(TSLA)$当事人说了,她有10年赛车经验!把国道当跑道开。我觉得特斯拉确实错了,要出一款国道赛车。也许这样就不会撞车了","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":8,"commentSize":8,"repostSize":0,"link":"https://laohu8.com/post/376356493","isVote":1,"tweetType":1,"viewCount":3288,"authorTweetTopStatus":1,"verified":2,"comments":[{"author":{"id":"3500501721534624","authorId":"3500501721534624","name":"韭菜叶","avatar":"https://static.tigerbbs.com/4045406c8ef7d4cfbd540c0bb15faed0","crmLevel":1,"crmLevelSwitch":1,"idStr":"3500501721534624","authorIdStr":"3500501721534624"},"content":"赚啥啊,没看一堆做空的眼巴巴看着特斯拉像三星一样败走中国呢[笑哭] 眼巴巴期待着改革开放的大门关上,内卷![捂脸]","text":"赚啥啊,没看一堆做空的眼巴巴看着特斯拉像三星一样败走中国呢[笑哭] 眼巴巴期待着改革开放的大门关上,内卷![捂脸]","html":"赚啥啊,没看一堆做空的眼巴巴看着特斯拉像三星一样败走中国呢[笑哭] 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href=\"https://laohu8.com/S/TSLA\">$特斯拉(TSLA)$</a>特斯拉4月出口了15000多辆,国内也才售出了25000台。中国产的特斯拉刹车失灵新闻在国外大肆报道!搞不懂中国是希望出口增长呢!还是希望不出口了[开心] !是希望大家买中国制造呢!还是外国制造,我被目前的舆论搞糊涂了","listText":"<a href=\"https://laohu8.com/S/TSLA\">$特斯拉(TSLA)$</a>特斯拉4月出口了15000多辆,国内也才售出了25000台。中国产的特斯拉刹车失灵新闻在国外大肆报道!搞不懂中国是希望出口增长呢!还是希望不出口了[开心] !是希望大家买中国制造呢!还是外国制造,我被目前的舆论搞糊涂了","text":"$特斯拉(TSLA)$特斯拉4月出口了15000多辆,国内也才售出了25000台。中国产的特斯拉刹车失灵新闻在国外大肆报道!搞不懂中国是希望出口增长呢!还是希望不出口了[开心] !是希望大家买中国制造呢!还是外国制造,我被目前的舆论搞糊涂了","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":3,"commentSize":4,"repostSize":0,"link":"https://laohu8.com/post/199533401","isVote":1,"tweetType":1,"viewCount":4405,"authorTweetTopStatus":1,"verified":2,"comments":[{"author":{"id":"3562068570016187","authorId":"3562068570016187","name":"BerryRocket","avatar":"https://static.tigerbbs.com/6043d317fe3878f7456319cac20e8923","crmLevel":8,"crmLevelSwitch":1,"idStr":"3562068570016187","authorIdStr":"3562068570016187"},"content":"特斯拉自带的流量属性罢了 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href=\"https://laohu8.com/S/TSLA\">$特斯拉(TSLA)$</a>我之前反复强调,特斯拉才是中国电动三傻的救命绳,华为才是电动三傻的对手,这次看到了吧!特斯拉在中国一旦受阻,谁还是华为对手?蔚来你也罢小鹏也好,都用国外的芯片,小米就是前车之鉴!逻辑搞清楚一些,华为车载芯片可是完全国产,望你们好自为之、卖国贼的帽子谁顶得住!","text":"$蔚来(NIO)$$小鹏汽车(XPEV)$$特斯拉(TSLA)$我之前反复强调,特斯拉才是中国电动三傻的救命绳,华为才是电动三傻的对手,这次看到了吧!特斯拉在中国一旦受阻,谁还是华为对手?蔚来你也罢小鹏也好,都用国外的芯片,小米就是前车之鉴!逻辑搞清楚一些,华为车载芯片可是完全国产,望你们好自为之、卖国贼的帽子谁顶得住!","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":4,"commentSize":2,"repostSize":0,"link":"https://laohu8.com/post/198116582","isVote":1,"tweetType":1,"viewCount":6531,"authorTweetTopStatus":1,"verified":2,"comments":[{"author":{"id":"3521353871016651","authorId":"3521353871016651","name":"顺盈","avatar":"https://static.laohu8.com/default-avatar.jpg","crmLevel":1,"crmLevelSwitch":0,"idStr":"3521353871016651","authorIdStr":"3521353871016651"},"content":"华为被婴儿般呵护,都不干芯片,改造车,养猪","text":"华为被婴儿般呵护,都不干芯片,改造车,养猪","html":"华为被婴儿般呵护,都不干芯片,改造车,养猪"}],"imageCount":0,"langContent":"CN","totalScore":0},{"id":375056351,"gmtCreate":1619264549373,"gmtModify":1619264549373,"author":{"id":"3441841033612845","authorId":"3441841033612845","name":"哲学在投资中体现","avatar":"https://static.laohu8.com/ecc3b40fc52ee65156d5fa37cfc1fd35","crmLevel":6,"crmLevelSwitch":0,"followedFlag":false,"idStr":"3441841033612845","authorIdStr":"3441841033612845"},"themes":[],"htmlText":"<a 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