撸主牛年好运的个人主页 - 老虎社区

撸主牛年好运

撸主牛年好运

我回来了

IP属地：江苏

28关注

12粉丝

1主题

0勋章

撸主牛年好运

10-18

其实身后都是大魅力，外表看起来有远有近罢了，我认为在美市值越大，和美资本距离越近

撸主牛年好运

09-13

$英伟达(NVDA)$ 300都是少的

撸主牛年好运

03-19

Replying to @海虹99:深耕莆田医院吧？前几年吹的物联网，也没消息了//@海虹99:AI爆发，深耕AI的大百度怎么可能缺席？ $百度集团-SW(09888)$

撸主牛年好运

03-19

贾跃亭前来膜拜 [得意]

美股异动 | 首款国产“空中的士”淘宝开售！亿航智能盘前涨超12%

撸主牛年好运

2023-10-21

$Faraday Future(FFIE)$ 时隔一年，回来看看老贾割的第二批韭菜，简直超出我的认知……这股是从1600+跌到1块钱的？……

撸主牛年好运

2023-10-20

$三倍做多半导体ETF-Direxion Daily(SOXL)$ 芯片股全涨，就你不涨

撸主牛年好运

2022-10-06

为高点抛特斯拉股票，找个好理由（防止践踏拉低出售价格）！另外还能帮朋友推特公司拉一波股价

老虎锐评：马斯克戏剧性反转，他到底要干什么？

撸主牛年好运

2022-06-07

$滴滴(DIDI)$这消息就是为了掩护一些人跑路的吗[贱笑]

撸主牛年好运

2022-04-26

$Digital World Acquisition Corp(DWAC)$是不是特朗普下次竞选，已经有马斯克给他买的推特支持了，推这个价值不大了？

撸主牛年好运

2022-03-16

还天天骂人家

国务院金融委：中国政府继续支持各类企业到境外上市

撸主牛年好运

2022-03-11

$谷歌(GOOG)$我来等你拆股哈哈

撸主牛年好运

2022-01-28

$纳斯达克(.IXIC)$波动太小，做空做多都没肉吃，吃瓜先

撸主牛年好运

2022-01-27

$道琼斯(.DJI)$高台跳水？

撸主牛年好运

2022-01-27

$NQ100指数主连 2203(NQmain)$ 数据更新真慢

撸主牛年好运

2022-01-13

$伯克希尔(BRK.A)$长线持有，加油

撸主牛年好运

2022-01-01

$LS 5X LONG QQQ ETP(QQQ5.UK)$这个够狠，5倍做多哈哈

撸主牛年好运

2021-11-01

$老虎证券(TIGR)$做空还抢得到吗

撸主牛年好运

2021-11-01

我在国内啊，为什么说我在海外哈哈

老虎证券回应：目前80%以上的增量入金客户来自海外服从各级监管要求

撸主牛年好运

2021-10-29

$Meta Platforms(FB)$今晚应该3个点以上，因为换了名字，不涨点，小扎不要face的吗 [龇牙]

撸主牛年好运

2021-10-29

$Meta Platforms(FB)$小扎这次真的是不要Face哈哈

去老虎APP查看更多动态

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$百度集团-SW(09888)$","images":[{"img":"https://static.tigerbbs.com/f9d698eaa40fbdc3c700587560019862"}],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":0,"commentSize":0,"repostSize":0,"link":"https://laohu8.com/post/286079272534248","isVote":1,"tweetType":1,"viewCount":879,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":1,"langContent":"CN","totalScore":0},{"id":285808371556584,"gmtCreate":1710795750828,"gmtModify":1710795752673,"author":{"id":"3441957095792623","authorId":"3441957095792623","name":"撸主牛年好运","avatar":"https://static.tigerbbs.com/0e82af94b0e2870407ea450ad849a0c1","crmLevel":1,"crmLevelSwitch":0,"followedFlag":false,"idStr":"3441957095792623","authorIdStr":"3441957095792623"},"themes":[],"htmlText":"贾跃亭前来膜拜 &nbsp;[得意]&nbsp;&nbsp;","listText":"贾跃亭前来膜拜 &nbsp;[得意]&nbsp;&nbsp;","text":"贾跃亭前来膜拜 [得意]","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":0,"commentSize":0,"repostSize":0,"link":"https://laohu8.com/post/285808371556584","repostId":"1115159564","repostType":2,"repost":{"id":"1115159564","weMediaInfo":{"introduction":"为用户提供金融资讯、行情、数据，旨在帮助投资者理解世界，做投资决策。","home_visible":1,"media_name":"老虎资讯综合","id":"102","head_image":"https://static.tigerbbs.com/8274c5b9d4c2852bfb1c4d6ce16c68ba"},"pubTimestamp":1710752146,"share":"https://www.laohu8.com/m/news/1115159564?lang=&edition=full","pubTime":"2024-03-18 16:55","market":"us","language":"zh","title":"美股异动 | 首款国产“空中的士”淘宝开售！亿航智能盘前涨超12%","url":"https://stock-news.laohu8.com/highlight/detail?id=1115159564","media":"老虎资讯综合","summary":"3月18日，亿航智能盘前涨超12%，消息面上，今日全球首个获得适航认证的国产自研“空中的士”亿航EH216-S在淘宝上架，标价239万元。据悉，该“空中的士”为全智能无人驾驶航空器，可搭载两人，能够全智能低空飞行和垂直起降，完全不需要跑道。行业人士分析，作为新质生产力的代表，低空经济正走向落地普惠的阶段，“空中的士”的上架迈出了向低空自由飞行的坚实一步。","content":"<html><head></head><body><p>3月18日，<a href=\"https://laohu8.com/S/EH\">亿航智能</a>盘前涨超12%，消息面上，今日全球首个获得适航认证的国产自研“空中的士”亿航EH216-S在淘宝上架，标价239万元。</p><p>据悉，该“空中的士”为全智能无人驾驶航空器，可搭载两人，能够全智能低空飞行和垂直起降，完全不需要跑道。行业人士分析，作为新质生产力的代表，低空经济正走向落地普惠的阶段，“空中的士”的上架迈出了向低空自由飞行的坚实一步。</p><p class=\"t-img-caption\"><img src=\"https://static.tigerbbs.com/650d6b35d017e1b4ac0d6846cba2d938\" title=\"\" tg-width=\"327\" tg-height=\"148\"/></p><p>科幻片中，在城市上空穿梭的“空中的士”正在逐渐走进现实。 </p><p style=\"text-align: start;\">今日，<strong>全球首个获得适航认证的国产自研“空中的士”亿航EH216-S在淘宝上架，标价239万元</strong>。目前，亿航淘宝店关注人数已过万。</p><p style=\"text-align: start;\">根据商品页面显示，该产品为预售状态，下单后30天内发货。最新已售数量为0，系统显示“已拍完，但还有人未付款”。记者询问客服库存数量，但截至发稿，尚未获得回复。</p><p class=\"t-img-caption\"><img src=\"https://static.tigerbbs.com/d2b11ee576a8523948c75a9cb55fe15e\" title=\"image\" tg-width=\"923\" tg-height=\"1357\"/><span>image</span></p><p style=\"text-align: start;\">EH216-S为全<a href=\"https://laohu8.com/S/5RE.SI\">智能</a>无人驾驶航空器，可搭载两人，能实现全智能低空飞行，完全无需跑道。去年12月，该产品已获得由中国民航局颁发的标准适航证，成为<strong>全球首个获得适航证的无人驾驶载人电动垂直起降（eVTOL）航空器</strong>。其国内官方指导价239万元人民币，海外官方指导价41万美元。</p><p style=\"text-align: start;\">亿航智能为eVTOL龙头。公司刚于3月15日晚披露业绩，<strong>2023年四季度营收达5660万元，同比大增261%</strong>；归母净利润-7226万元，同比减亏34.23%。其预计2024年一季度营收约5800万元，同比增长约160%。</p><p style=\"text-align: start;\">公司表示，四季度EH216-S获得全球首张无人驾驶载人eVTOL航空器的型号合格证和标准适航证，<strong>客户对EH216-S的需求激增，市场反应积极，推动2023财年第四季度和年度收入强劲增长</strong>——2023年四季度，亿航智能共交付23架EH216系列产品，全年共交付52架，较2022年的21架呈现明显增长。</p></body></html>","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>美股异动 | 首款国产“空中的士”淘宝开售！亿航智能盘前涨超12%</title>\n<style 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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美股异动 | 首款国产“空中的士”淘宝开售！亿航智能盘前涨超12%\n</h2>\n\n<h4 class=\"meta\">\n\n\n<a class=\"head\" href=\"https://laohu8.com/wemedia/102\">\n\n\n<div class=\"h-thumb\" style=\"background-image:url(https://static.tigerbbs.com/8274c5b9d4c2852bfb1c4d6ce16c68ba);background-size:cover;\"></div>\n\n<div class=\"h-content\">\n<p class=\"h-name\">老虎资讯综合 </p>\n<p class=\"h-time\">2024-03-18 16:55</p>\n</div>\n\n</a>\n\n\n</h4>\n\n</header>\n<article>\n<html><head></head><body><p>3月18日，<a href=\"https://laohu8.com/S/EH\">亿航智能</a>盘前涨超12%，消息面上，今日全球首个获得适航认证的国产自研“空中的士”亿航EH216-S在淘宝上架，标价239万元。</p><p>据悉，该“空中的士”为全智能无人驾驶航空器，可搭载两人，能够全智能低空飞行和垂直起降，完全不需要跑道。行业人士分析，作为新质生产力的代表，低空经济正走向落地普惠的阶段，“空中的士”的上架迈出了向低空自由飞行的坚实一步。</p><p class=\"t-img-caption\"><img src=\"https://static.tigerbbs.com/650d6b35d017e1b4ac0d6846cba2d938\" title=\"\" tg-width=\"327\" tg-height=\"148\"/></p><p>科幻片中，在城市上空穿梭的“空中的士”正在逐渐走进现实。 </p><p style=\"text-align: start;\">今日，<strong>全球首个获得适航认证的国产自研“空中的士”亿航EH216-S在淘宝上架，标价239万元</strong>。目前，亿航淘宝店关注人数已过万。</p><p style=\"text-align: start;\">根据商品页面显示，该产品为预售状态，下单后30天内发货。最新已售数量为0，系统显示“已拍完，但还有人未付款”。记者询问客服库存数量，但截至发稿，尚未获得回复。</p><p class=\"t-img-caption\"><img src=\"https://static.tigerbbs.com/d2b11ee576a8523948c75a9cb55fe15e\" title=\"image\" tg-width=\"923\" tg-height=\"1357\"/><span>image</span></p><p style=\"text-align: start;\">EH216-S为全<a href=\"https://laohu8.com/S/5RE.SI\">智能</a>无人驾驶航空器，可搭载两人，能实现全智能低空飞行，完全无需跑道。去年12月，该产品已获得由中国民航局颁发的标准适航证，成为<strong>全球首个获得适航证的无人驾驶载人电动垂直起降（eVTOL）航空器</strong>。其国内官方指导价239万元人民币，海外官方指导价41万美元。</p><p style=\"text-align: start;\">亿航智能为eVTOL龙头。公司刚于3月15日晚披露业绩，<strong>2023年四季度营收达5660万元，同比大增261%</strong>；归母净利润-7226万元，同比减亏34.23%。其预计2024年一季度营收约5800万元，同比增长约160%。</p><p style=\"text-align: start;\">公司表示，四季度EH216-S获得全球首张无人驾驶载人eVTOL航空器的型号合格证和标准适航证，<strong>客户对EH216-S的需求激增，市场反应积极，推动2023财年第四季度和年度收入强劲增长</strong>——2023年四季度，亿航智能共交付23架EH216系列产品，全年共交付52架，较2022年的21架呈现明显增长。</p></body></html>\n\n</article>\n</div>\n</body>\n</html>\n","type":0,"thumbnail":"https://static.tigerbbs.com/d62a26ccd98c58a29917f1e756807cd8","relate_stocks":{"LU0918141887.USD":"安联亚洲实际收益股票基金","LU0128522744.USD":"TEMPLETON EMERGING MARKETS \"A\" ACC","EH":"亿航智能","LU0106959298.USD":"UBS (LUX) EQUITY FUND - EMERGING MARKETS SUSTAINABLE LEADERS (USD) \"P\" (USD) ACC","IE00B3M56506.USD":"NEUBERGER BERMAN EMERGING MARKETS EQUITY \"A\" (USD) ACC","IE00B543WZ88.USD":"NEUBERGER BERMAN CHINA EQUITY \"A\" (USD) ACC","LU0348816934.USD":"ALLIANZ TOTAL RETURN ASIAN EQUITY \"AT\" (USD)","LU0326950275.SGD":"Schroder ISF China Opportunities A Acc SGD-H","BK1502":"双十一","LU0229945570.USD":"TEMPLETON BRIC \"A\" (USD) ACC","LU0181495838.USD":"施罗德新兴亚洲A Acc","LU0251143458.SGD":"Fidelity Emerging Markets A-SGD","LU1046422090.SGD":"Fidelity Pacific A-SGD","LU0039217434.USD":"HSBC GIF CHINESE EQUITY \"AD\" INC","LU0052750758.USD":"富兰克林中国基金A Acc","LU0130103400.USD":"Natixis Harris Associates Global Equity RA USD","BK1501":"阿里概念股","LU0320764599.SGD":"FTIF - Templeton China A Acc SGD"},"source_url":"","is_english":false,"share_image_url":"https://static.laohu8.com/e9f99090a1c2ed51c021029395664489","article_id":"1115159564","content_text":"3月18日，亿航智能盘前涨超12%，消息面上，今日全球首个获得适航认证的国产自研“空中的士”亿航EH216-S在淘宝上架，标价239万元。据悉，该“空中的士”为全智能无人驾驶航空器，可搭载两人，能够全智能低空飞行和垂直起降，完全不需要跑道。行业人士分析，作为新质生产力的代表，低空经济正走向落地普惠的阶段，“空中的士”的上架迈出了向低空自由飞行的坚实一步。科幻片中，在城市上空穿梭的“空中的士”正在逐渐走进现实。 今日，全球首个获得适航认证的国产自研“空中的士”亿航EH216-S在淘宝上架，标价239万元。目前，亿航淘宝店关注人数已过万。根据商品页面显示，该产品为预售状态，下单后30天内发货。最新已售数量为0，系统显示“已拍完，但还有人未付款”。记者询问客服库存数量，但截至发稿，尚未获得回复。imageEH216-S为全智能无人驾驶航空器，可搭载两人，能实现全智能低空飞行，完全无需跑道。去年12月，该产品已获得由中国民航局颁发的标准适航证，成为全球首个获得适航证的无人驾驶载人电动垂直起降（eVTOL）航空器。其国内官方指导价239万元人民币，海外官方指导价41万美元。亿航智能为eVTOL龙头。公司刚于3月15日晚披露业绩，2023年四季度营收达5660万元，同比大增261%；归母净利润-7226万元，同比减亏34.23%。其预计2024年一季度营收约5800万元，同比增长约160%。公司表示，四季度EH216-S获得全球首张无人驾驶载人eVTOL航空器的型号合格证和标准适航证，客户对EH216-S的需求激增，市场反应积极，推动2023财年第四季度和年度收入强劲增长——2023年四季度，亿航智能共交付23架EH216系列产品，全年共交付52架，较2022年的21架呈现明显增长。","news_type":1},"isVote":1,"tweetType":1,"viewCount":783,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"CN","totalScore":0},{"id":232566484840584,"gmtCreate":1697822029196,"gmtModify":1697822030998,"author":{"id":"3441957095792623","authorId":"3441957095792623","name":"撸主牛年好运","avatar":"https://static.tigerbbs.com/0e82af94b0e2870407ea450ad849a0c1","crmLevel":1,"crmLevelSwitch":0,"followedFlag":false,"idStr":"3441957095792623","authorIdStr":"3441957095792623"},"themes":[],"htmlText":"<a href=\"https://laohu8.com/S/FFIE\">$Faraday Future(FFIE)$&nbsp;</a>时隔一年，回来看看老贾割的第二批韭菜，简直超出我的认知……这股是从1600+跌到1块钱的？……","listText":"<a href=\"https://laohu8.com/S/FFIE\">$Faraday Future(FFIE)$&nbsp;</a>时隔一年，回来看看老贾割的第二批韭菜，简直超出我的认知……这股是从1600+跌到1块钱的？……","text":"$Faraday Future(FFIE)$ 时隔一年，回来看看老贾割的第二批韭菜，简直超出我的认知……这股是从1600+跌到1块钱的？……","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":1,"commentSize":1,"repostSize":0,"link":"https://laohu8.com/post/232566484840584","isVote":1,"tweetType":1,"viewCount":2017,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"CN","totalScore":0},{"id":232245527232776,"gmtCreate":1697736756473,"gmtModify":1697736757541,"author":{"id":"3441957095792623","authorId":"3441957095792623","name":"撸主牛年好运","avatar":"https://static.tigerbbs.com/0e82af94b0e2870407ea450ad849a0c1","crmLevel":1,"crmLevelSwitch":0,"followedFlag":false,"idStr":"3441957095792623","authorIdStr":"3441957095792623"},"themes":[],"htmlText":"<a href=\"https://laohu8.com/S/SOXL\">$三倍做多半导体ETF-Direxion Daily(SOXL)$&nbsp;</a>芯片股全涨，就你不涨","listText":"<a href=\"https://laohu8.com/S/SOXL\">$三倍做多半导体ETF-Direxion Daily(SOXL)$&nbsp;</a>芯片股全涨，就你不涨","text":"$三倍做多半导体ETF-Direxion Daily(SOXL)$ 芯片股全涨，就你不涨","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":2,"commentSize":0,"repostSize":0,"link":"https://laohu8.com/post/232245527232776","isVote":1,"tweetType":1,"viewCount":1093,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"CN","totalScore":0},{"id":668573737,"gmtCreate":1664991843429,"gmtModify":1664991846065,"author":{"id":"3441957095792623","authorId":"3441957095792623","name":"撸主牛年好运","avatar":"https://static.tigerbbs.com/0e82af94b0e2870407ea450ad849a0c1","crmLevel":1,"crmLevelSwitch":0,"followedFlag":false,"idStr":"3441957095792623","authorIdStr":"3441957095792623"},"themes":[],"htmlText":"为高点抛特斯拉股票，找个好理由（防止践踏拉低出售价格）！另外还能帮朋友推特公司拉一波股价","listText":"为高点抛特斯拉股票，找个好理由（防止践踏拉低出售价格）！另外还能帮朋友推特公司拉一波股价","text":"为高点抛特斯拉股票，找个好理由（防止践踏拉低出售价格）！另外还能帮朋友推特公司拉一波股价","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":1,"commentSize":0,"repostSize":0,"link":"https://laohu8.com/post/668573737","repostId":"1197886521","repostType":2,"repost":{"id":"1197886521","weMediaInfo":{"introduction":"老虎社区精选助您了解全球市场趋势，把握投资机会","home_visible":1,"media_name":"老虎锐评","id":"1044785273","head_image":"https://static.tigerbbs.com/12742089e62446e49dd6fd102af60d04"},"pubTimestamp":1664930750,"share":"https://www.laohu8.com/m/news/1197886521?lang=&edition=full","pubTime":"2022-10-05 08:45","market":"us","language":"zh","title":"老虎锐评：马斯克戏剧性反转，他到底要干什么？","url":"https://stock-news.laohu8.com/highlight/detail?id=1197886521","media":"老虎锐评","summary":"即使双方配合再加上监管不阻拦，要结束收购也是1年甚至更长时间。","content":"<html><head></head><body><p>马斯克和推特的事情我写了不少。首次看到马斯克买入推特股票，我的反应是马斯克绝对不会甘愿做一个被动投资人，必将对推特董事会发起进攻；后来马斯克正式抛出了收购要约，我的反应就是立刻离场或者做空推特股票，经过一些列计算，我算出马斯克的钱不够；再到后来马斯克开始在推特上挑刺机器人的消息，我的反应就是马斯克要耍赖了…可以说，每一次马斯克有任何动作，我都能精准算出他的意图和他的下一步。但是今天马斯克突然给推特发信，宣布将按照原价收购推特，我看不懂了。</p><p>今天推特股价受此消息影响，大涨22%，收盘价$52.00，离收购价$54.20一步之遥（下图）。在这个价位又有一个套利机会产生，做空推特，用收入去买美国国债。</p><p><img src=\"https://static.tigerbbs.com/c74be9b9d4e66dc190eb9f9eae07561a\" tg-width=\"695\" tg-height=\"295\" referrerpolicy=\"no-referrer\"/></p><p>别看现在马斯克又愿意重新收购推特，即使双方配合再加上监管不阻拦，要结束收购也是1年甚至更长时间。要知道，马斯克首次提出收购要约的时候，正好是4月4日，距今已经半年了，收购的时间是很容易拖得很长的。</p><p>假设最后收购成功（假设1年），那么做空的损失是年化2.2/52 = 4.2%。但是把做空的收入直接拿去买1年期国债，那么1年的收益差不多是3.9%。也就是说，这个组合最大的损失就是4.2%- 3.9% = 0.3%，可以忽略不计，唯一需要考虑的是融券的成本（今天的融券成本差不多是0.25%，也可以忽略不计）。但向上的收益就很大了，万一马斯克又反悔了呢？或者监管跳出来阻拦呢？或者马斯克的银行们突然不愿意借贷了呢？或者<a href=\"https://laohu8.com/S/TSLA\">特斯拉</a>股价暴跌导致马斯克钱不够呢？……有太多可能性这个收购案不能成功了。</p><p>每次看到股价逼近收购价，其实都是暗示做空的机会来了。我是真的看不懂为何有买家会愿意在这个时候用$52买入，还不如去买美国国债。</p><p>说回马斯克，这是他今天给SEC发的信，一副非常愿意配合收购的样子。</p><p>On October 3, 2022, the Reporting Person’s advisors sent a letter to <a href=\"https://laohu8.com/S/TWTR\">Twitter</a> (on the Reporting Person’s behalf) notifying <a href=\"https://laohu8.com/S/TWTR\">Twitter</a> that the Reporting Person intends to proceed to closing of the transaction contemplated by the April 25, 2022 Merger Agreement, on the terms and subject to the conditions set forth therein and pending receipt of the proceeds of the debt financing contemplated thereby, provided that the Delaware Chancery Court enter an immediate stay of the action, Twitter vs. Musk, et al. (C.A. No. 202-0613-KSJM), and adjourn the trial and all other proceedings related thereto pending such closing or further order of the court. The foregoing description of the letter is qualified in its entirety by reference to the full text of the letter, a copy of which is attached hereto as Exhibit S and incorporated herein by reference.</p><p>比较吊诡的是，一向喜欢在推特上解释自己动机的马斯克（卖股票的动机，收购推特的动机，俄乌和平协议提出的动机），对于这件事情居然一个推特没发。我虽然说我看不懂马斯克，但心中还是有几个解释，先把问题抛在这里，这件事究竟怎么解读？任何一个看上去很难的分析，后面都是机会。</p></body></html>","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>老虎锐评：马斯克戏剧性反转，他到底要干什么？</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; 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}\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老虎锐评：马斯克戏剧性反转，他到底要干什么？\n</h2>\n\n<h4 class=\"meta\">\n\n\n<a class=\"head\" href=\"https://laohu8.com/wemedia/1044785273\">\n\n\n<div class=\"h-thumb\" style=\"background-image:url(https://static.tigerbbs.com/12742089e62446e49dd6fd102af60d04);background-size:cover;\"></div>\n\n<div class=\"h-content\">\n<p class=\"h-name\">老虎锐评 </p>\n<p class=\"h-time\">2022-10-05 08:45</p>\n</div>\n\n</a>\n\n\n</h4>\n\n</header>\n<article>\n<html><head></head><body><p>马斯克和推特的事情我写了不少。首次看到马斯克买入推特股票，我的反应是马斯克绝对不会甘愿做一个被动投资人，必将对推特董事会发起进攻；后来马斯克正式抛出了收购要约，我的反应就是立刻离场或者做空推特股票，经过一些列计算，我算出马斯克的钱不够；再到后来马斯克开始在推特上挑刺机器人的消息，我的反应就是马斯克要耍赖了…可以说，每一次马斯克有任何动作，我都能精准算出他的意图和他的下一步。但是今天马斯克突然给推特发信，宣布将按照原价收购推特，我看不懂了。</p><p>今天推特股价受此消息影响，大涨22%，收盘价$52.00，离收购价$54.20一步之遥（下图）。在这个价位又有一个套利机会产生，做空推特，用收入去买美国国债。</p><p><img src=\"https://static.tigerbbs.com/c74be9b9d4e66dc190eb9f9eae07561a\" tg-width=\"695\" tg-height=\"295\" referrerpolicy=\"no-referrer\"/></p><p>别看现在马斯克又愿意重新收购推特，即使双方配合再加上监管不阻拦，要结束收购也是1年甚至更长时间。要知道，马斯克首次提出收购要约的时候，正好是4月4日，距今已经半年了，收购的时间是很容易拖得很长的。</p><p>假设最后收购成功（假设1年），那么做空的损失是年化2.2/52 = 4.2%。但是把做空的收入直接拿去买1年期国债，那么1年的收益差不多是3.9%。也就是说，这个组合最大的损失就是4.2%- 3.9% = 0.3%，可以忽略不计，唯一需要考虑的是融券的成本（今天的融券成本差不多是0.25%，也可以忽略不计）。但向上的收益就很大了，万一马斯克又反悔了呢？或者监管跳出来阻拦呢？或者马斯克的银行们突然不愿意借贷了呢？或者<a href=\"https://laohu8.com/S/TSLA\">特斯拉</a>股价暴跌导致马斯克钱不够呢？……有太多可能性这个收购案不能成功了。</p><p>每次看到股价逼近收购价，其实都是暗示做空的机会来了。我是真的看不懂为何有买家会愿意在这个时候用$52买入，还不如去买美国国债。</p><p>说回马斯克，这是他今天给SEC发的信，一副非常愿意配合收购的样子。</p><p>On October 3, 2022, the Reporting Person’s advisors sent a letter to <a href=\"https://laohu8.com/S/TWTR\">Twitter</a> (on the Reporting Person’s behalf) notifying <a href=\"https://laohu8.com/S/TWTR\">Twitter</a> that the Reporting Person intends to proceed to closing of the transaction contemplated by the April 25, 2022 Merger Agreement, on the terms and subject to the conditions set forth therein and pending receipt of the proceeds of the debt financing contemplated thereby, provided that the Delaware Chancery Court enter an immediate stay of the action, Twitter vs. Musk, et al. (C.A. No. 202-0613-KSJM), and adjourn the trial and all other proceedings related thereto pending such closing or further order of the court. The foregoing description of the letter is qualified in its entirety by reference to the full text of the letter, a copy of which is attached hereto as Exhibit S and incorporated herein by reference.</p><p>比较吊诡的是，一向喜欢在推特上解释自己动机的马斯克（卖股票的动机，收购推特的动机，俄乌和平协议提出的动机），对于这件事情居然一个推特没发。我虽然说我看不懂马斯克，但心中还是有几个解释，先把问题抛在这里，这件事究竟怎么解读？任何一个看上去很难的分析，后面都是机会。</p></body></html>\n\n</article>\n</div>\n</body>\n</html>\n","type":0,"thumbnail":"https://static.tigerbbs.com/a2c0b8b70e62c31099a0930308087d87","relate_stocks":{"TSLA":"特斯拉","TWTR":"Twitter"},"source_url":"","is_english":false,"share_image_url":"https://static.laohu8.com/e9f99090a1c2ed51c021029395664489","article_id":"1197886521","content_text":"马斯克和推特的事情我写了不少。首次看到马斯克买入推特股票，我的反应是马斯克绝对不会甘愿做一个被动投资人，必将对推特董事会发起进攻；后来马斯克正式抛出了收购要约，我的反应就是立刻离场或者做空推特股票，经过一些列计算，我算出马斯克的钱不够；再到后来马斯克开始在推特上挑刺机器人的消息，我的反应就是马斯克要耍赖了…可以说，每一次马斯克有任何动作，我都能精准算出他的意图和他的下一步。但是今天马斯克突然给推特发信，宣布将按照原价收购推特，我看不懂了。今天推特股价受此消息影响，大涨22%，收盘价$52.00，离收购价$54.20一步之遥（下图）。在这个价位又有一个套利机会产生，做空推特，用收入去买美国国债。别看现在马斯克又愿意重新收购推特，即使双方配合再加上监管不阻拦，要结束收购也是1年甚至更长时间。要知道，马斯克首次提出收购要约的时候，正好是4月4日，距今已经半年了，收购的时间是很容易拖得很长的。假设最后收购成功（假设1年），那么做空的损失是年化2.2/52 = 4.2%。但是把做空的收入直接拿去买1年期国债，那么1年的收益差不多是3.9%。也就是说，这个组合最大的损失就是4.2%- 3.9% = 0.3%，可以忽略不计，唯一需要考虑的是融券的成本（今天的融券成本差不多是0.25%，也可以忽略不计）。但向上的收益就很大了，万一马斯克又反悔了呢？或者监管跳出来阻拦呢？或者马斯克的银行们突然不愿意借贷了呢？或者特斯拉股价暴跌导致马斯克钱不够呢？……有太多可能性这个收购案不能成功了。每次看到股价逼近收购价，其实都是暗示做空的机会来了。我是真的看不懂为何有买家会愿意在这个时候用$52买入，还不如去买美国国债。说回马斯克，这是他今天给SEC发的信，一副非常愿意配合收购的样子。On October 3, 2022, the Reporting Person’s advisors sent a letter to Twitter (on the Reporting Person’s behalf) notifying Twitter that the Reporting Person intends to proceed to closing of the transaction contemplated by the April 25, 2022 Merger Agreement, on the terms and subject to the conditions set forth therein and pending receipt of the proceeds of the debt financing contemplated thereby, provided that the Delaware Chancery Court enter an immediate stay of the action, Twitter vs. Musk, et al. (C.A. No. 202-0613-KSJM), and adjourn the trial and all other proceedings related thereto pending such closing or further order of the court. The foregoing description of the letter is qualified in its entirety by reference to the full text of the letter, a copy of which is attached hereto as Exhibit S and incorporated herein by reference.比较吊诡的是，一向喜欢在推特上解释自己动机的马斯克（卖股票的动机，收购推特的动机，俄乌和平协议提出的动机），对于这件事情居然一个推特没发。我虽然说我看不懂马斯克，但心中还是有几个解释，先把问题抛在这里，这件事究竟怎么解读？任何一个看上去很难的分析，后面都是机会。","news_type":1},"isVote":1,"tweetType":1,"viewCount":2837,"authorTweetTopStatus":1,"verified":2,"comments":[{"author":{"id":"3550658518879434","authorId":"3550658518879434","name":"疯狂虫虫","avatar":"https://static.tigerbbs.com/1f4672adf3fdd1f20650204e83be693c","crmLevel":1,"crmLevelSwitch":0,"idStr":"3550658518879434","authorIdStr":"3550658518879434"},"content":"就是为了套现，他还能干啥。现在的特斯拉贵的一逼，不割一波韭菜，怎么对得起\"大忽悠“这个title","text":"就是为了套现，他还能干啥。现在的特斯拉贵的一逼，不割一波韭菜，怎么对得起\"大忽悠“这个title","html":"就是为了套现，他还能干啥。现在的特斯拉贵的一逼，不割一波韭菜，怎么对得起\"大忽悠“这个title"}],"imageCount":0,"langContent":"CN","totalScore":0},{"id":617406344,"gmtCreate":1654534988192,"gmtModify":1704859662469,"author":{"id":"3441957095792623","authorId":"3441957095792623","name":"撸主牛年好运","avatar":"https://static.tigerbbs.com/0e82af94b0e2870407ea450ad849a0c1","crmLevel":1,"crmLevelSwitch":0,"followedFlag":false,"idStr":"3441957095792623","authorIdStr":"3441957095792623"},"themes":[],"htmlText":"<a href=\"https://laohu8.com/S/DIDI\">$滴滴(DIDI)$</a>这消息就是为了掩护一些人跑路的吗[贱笑]&nbsp;","listText":"<a href=\"https://laohu8.com/S/DIDI\">$滴滴(DIDI)$</a>这消息就是为了掩护一些人跑路的吗[贱笑]&nbsp;","text":"$滴滴(DIDI)$这消息就是为了掩护一些人跑路的吗[贱笑]","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":7,"commentSize":1,"repostSize":1,"link":"https://laohu8.com/post/617406344","isVote":1,"tweetType":1,"viewCount":2174,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"CN","totalScore":0},{"id":618846028,"gmtCreate":1650979394873,"gmtModify":1650979900526,"author":{"id":"3441957095792623","authorId":"3441957095792623","name":"撸主牛年好运","avatar":"https://static.tigerbbs.com/0e82af94b0e2870407ea450ad849a0c1","crmLevel":1,"crmLevelSwitch":0,"followedFlag":false,"idStr":"3441957095792623","authorIdStr":"3441957095792623"},"themes":[],"htmlText":"<a href=\"https://laohu8.com/S/DWAC\">$Digital World Acquisition Corp(DWAC)$</a>是不是特朗普下次竞选，已经有马斯克给他买的推特支持了，推这个价值不大了？","listText":"<a href=\"https://laohu8.com/S/DWAC\">$Digital World Acquisition Corp(DWAC)$</a>是不是特朗普下次竞选，已经有马斯克给他买的推特支持了，推这个价值不大了？","text":"$Digital World Acquisition Corp(DWAC)$是不是特朗普下次竞选，已经有马斯克给他买的推特支持了，推这个价值不大了？","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":0,"commentSize":1,"repostSize":0,"link":"https://laohu8.com/post/618846028","isVote":1,"tweetType":1,"viewCount":2245,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"CN","totalScore":0},{"id":634603818,"gmtCreate":1647445744834,"gmtModify":1647445744834,"author":{"id":"3441957095792623","authorId":"3441957095792623","name":"撸主牛年好运","avatar":"https://static.tigerbbs.com/0e82af94b0e2870407ea450ad849a0c1","crmLevel":1,"crmLevelSwitch":0,"followedFlag":false,"idStr":"3441957095792623","authorIdStr":"3441957095792623"},"themes":[],"htmlText":"还天天骂人家","listText":"还天天骂人家","text":"还天天骂人家","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":0,"commentSize":0,"repostSize":0,"link":"https://laohu8.com/post/634603818","repostId":"1152125415","repostType":2,"repost":{"id":"1152125415","pubTimestamp":1647410270,"share":"https://www.laohu8.com/m/news/1152125415?lang=&edition=full","pubTime":"2022-03-16 13:57","market":"us","language":"zh","title":"国务院金融委：中国政府继续支持各类企业到境外上市","url":"https://stock-news.laohu8.com/highlight/detail?id=1152125415","media":"央广网","summary":"3月16日，国务院金融稳定发展委员会召开专题会议，研究当前经济形势和资本市场问题。会议研究了相关问题。关于中概股，目前中美双方监管机构保持了良好沟通，已取得积极进展，正在致力于形成具体合作方案。中国政","content":"<div>\n<p>3月16日，国务院金融稳定发展委员会召开专题会议，研究当前经济形势和资本市场问题。会议研究了相关问题。关于中概股，目前中美双方监管机构保持了良好沟通，已取得积极进展，正在致力于形成具体合作方案。中国政府继续支持各类企业到境外上市。关于平台经济治理，有关部门要按照市场化、法治化、国际化的方针完善既定方案，坚持稳中求进，通过规范、透明、可预期的监管，稳妥推进并尽快完成大型平台公司整改工作，红灯、绿灯都...</p>\n\n<a href=\"https://view.inews.qq.com/a/20220316A05M0800\">Web Link</a>\n\n</div>\n","source":"ygw","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>国务院金融委：中国政府继续支持各类企业到境外上市</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/a11c79e33d35029994815fe11ebc60b8","relate_stocks":{"TIGR":"老虎证券"},"source_url":"http://finance.cnr.cn/2014jingji/djbd/20211028/t20211028_525645277.shtml","is_english":false,"share_image_url":"https://static.laohu8.com/e9f99090a1c2ed51c021029395664489","article_id":"1136968023","content_text":"10月28日，就媒体报道跨境券商业务范畴问题，老虎证券回应称，集团一直视合法合规运营为生命线，目前80%以上的增量入金客户来自海外，将积极和全球的监管机构保持沟通，坚守合规底线，服从各级监管要求。其表示，老虎证券和其他美国、中国香港券商业务模式一样，严格遵守全球各地监管规定要求，并没有任何法律合规上的变化和创新，只是通过中国科技力量提升用户体验。目前，集团在中国香港地区、新加坡、新西兰、澳大利亚、美国等多地持有证券牌照，始终严格遵守相关的监管要求，保障客户资产安全。","news_type":1},"isVote":1,"tweetType":1,"viewCount":1345,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"CN","totalScore":0},{"id":857160027,"gmtCreate":1635514496524,"gmtModify":1635514496524,"author":{"id":"3441957095792623","authorId":"3441957095792623","name":"撸主牛年好运","avatar":"https://static.tigerbbs.com/0e82af94b0e2870407ea450ad849a0c1","crmLevel":1,"crmLevelSwitch":0,"followedFlag":false,"idStr":"3441957095792623","authorIdStr":"3441957095792623"},"themes":[],"htmlText":"<a 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