APT9man的个人主页 - 老虎社区

APT9man

APT9man

股市警言：1. 贪婪与恐惧：2. 敬畏市场。

IP属地：广东

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0勋章

04-04

$特斯拉(TSLA)$ 巴老笑翻，遍地捡钱

04-01

$特斯拉(TSLA)$ 摆明了现在发布各种负面消息打压。等更新款接上力，robotaxi一出来，又是一波操作。

03-31

$特斯拉(TSLA)$ 巴菲特老爷子这几日应该开启了疯狂买货模式。闭眼买

03-24

$特斯拉(TSLA)$ 前期放了那么多打压的消息捞筹码。可惜特粉太多，价格很难跌破200。

03-24

$特斯拉(TSLA)$ 四百多的T不去空他，跌倒240左右还去空？别这么和自己过不去。洗个冷水脸。

03-13

$特斯拉(TSLA)$ 二次探底，大概率不会突破上次的210底价，在225-235左右吧

03-11

$特斯拉(TSLA)$ 盘后212接盘的同志们请举个爪。

03-10

$特斯拉(TSLA)$ 五折优惠，可以入场了

03-03

$特斯拉(TSLA)$ 老马一张嘴又把股价拉上来，连饼都不用画了

02-28

$特斯拉(TSLA)$ 直逼246这个关口了

02-12

法拉米上市对特斯拉销量的冲击影响拭目以待。所谓的出租车和机器人项目，现在完全处于画饼阶段，预期值已经算进了当前的股价。

抱歉，原内容已删除

2024-11-15

$特斯拉(TSLA)$ 大概率会回到260-280的区间了

2024-11-04

男的还是女的？

抱歉，原内容已删除

2024-10-25

$特斯拉(TSLA)$ 当前合理区间应该在240左右。现在特车的销量对中国市场依赖很大。明年有小米SUV等一众竞争车型的入局，对特的影响不小。现在的毛利率回升是售价不变，原料成本降低的原因，并非出现生产工艺等突破。FSD入华，技术pk华为远没有胜算，其价格更是个大坎。

2024-10-01

$特斯拉(TSLA)$ 多空交战激烈

2024-09-21

$Faraday Future(FFIE)$ 华人之耻，拿中国人的名声给他延续荒诞的表演

2024-09-18

收的好！

充电60元超时费1600元？特斯拉车主又遭遇充电刺客 | 次世代车研所

2024-09-18

最后一句完全错误。现在国内哪家公司不是在PPT中吊打特斯拉？

抱歉，原内容已删除

2024-07-26

$特斯拉(TSLA)$ 今天最红的就是你！

2024-07-12

瑞银应该是做空亏的剩下裤衩了吧

抱歉，原内容已删除

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四百多的T不去空他，跌倒240左右还去空？别这么和自己过不去。洗个冷水脸。","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":1,"commentSize":1,"repostSize":0,"link":"https://laohu8.com/post/416901900533848","isVote":1,"tweetType":1,"viewCount":772,"authorTweetTopStatus":1,"verified":2,"comments":[{"author":{"id":"3560418186602071","authorId":"3560418186602071","name":"画饼仙人马斯克","avatar":"https://static.tigerbbs.com/58bf1dddf2200bde0bbfcaedaadea959","crmLevel":9,"crmLevelSwitch":1,"idStr":"3560418186602071","authorIdStr":"3560418186602071"},"content":"全靠画饼，该洗脸的不是抄底的散户？现在还要政府出來出面保护","text":"全靠画饼，该洗脸的不是抄底的散户？现在还要政府出來出面保护","html":"全靠画饼，该洗脸的不是抄底的散户？现在还要政府出來出面保护"}],"imageCount":0,"langContent":"CN","totalScore":0},{"id":413054107840736,"gmtCreate":1741875123983,"gmtModify":1741875125344,"author":{"id":"3463638207582835","authorId":"3463638207582835","name":"APT9man","avatar":"https://static.tigerbbs.com/381907ed436a61d3c77e6b10f0cbe764","crmLevel":5,"crmLevelSwitch":0,"followedFlag":false,"idStr":"3463638207582835","authorIdStr":"3463638207582835"},"themes":[],"htmlText":"<a 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盘后212接盘的同志们请举个爪。","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":0,"commentSize":3,"repostSize":0,"link":"https://laohu8.com/post/412317389947160","isVote":1,"tweetType":1,"viewCount":1457,"authorTweetTopStatus":1,"verified":2,"comments":[{"author":{"id":"3443920403535211","authorId":"3443920403535211","name":"今晚不出门","avatar":"https://static.tigerbbs.com/7dd964864079a951d271315d82574d75","crmLevel":8,"crmLevelSwitch":1,"idStr":"3443920403535211","authorIdStr":"3443920403535211"},"content":"夜盘想接，恍惚一下就直线拉升了","text":"夜盘想接，恍惚一下就直线拉升了","html":"夜盘想接，恍惚一下就直线拉升了"}],"imageCount":0,"langContent":"CN","totalScore":0},{"id":412066398368184,"gmtCreate":1741622835224,"gmtModify":1741622836617,"author":{"id":"3463638207582835","authorId":"3463638207582835","name":"APT9man","avatar":"https://static.tigerbbs.com/381907ed436a61d3c77e6b10f0cbe764","crmLevel":5,"crmLevelSwitch":0,"followedFlag":false,"idStr":"3463638207582835","authorIdStr":"3463638207582835"},"themes":[],"htmlText":"<a 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当前合理区间应该在240左右。现在特车的销量对中国市场依赖很大。明年有小米SUV等一众竞争车型的入局，对特的影响不小。现在的毛利率回升是售价不变，原料成本降低的原因，并非出现生产工艺等突破。FSD入华，技术pk华为远没有胜算，其价格更是个大坎。","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":1,"commentSize":8,"repostSize":0,"link":"https://laohu8.com/post/363954644308200","isVote":1,"tweetType":1,"viewCount":3292,"authorTweetTopStatus":1,"verified":2,"comments":[{"author":{"id":"3558788711643304","authorId":"3558788711643304","name":"Appler","avatar":"https://static.laohu8.com/default-avatar.jpg","crmLevel":2,"crmLevelSwitch":0,"idStr":"3558788711643304","authorIdStr":"3558788711643304"},"content":"人家是高科技企业，跟这群追热点造车的苍蝇企业是一个行列的吗","text":"人家是高科技企业，跟这群追热点造车的苍蝇企业是一个行列的吗","html":"人家是高科技企业，跟这群追热点造车的苍蝇企业是一个行列的吗"}],"imageCount":0,"langContent":"CN","totalScore":0},{"id":355536307818776,"gmtCreate":1727802831812,"gmtModify":1727802833286,"author":{"id":"3463638207582835","authorId":"3463638207582835","name":"APT9man","avatar":"https://static.tigerbbs.com/381907ed436a61d3c77e6b10f0cbe764","crmLevel":5,"crmLevelSwitch":0,"followedFlag":false,"idStr":"3463638207582835","authorIdStr":"3463638207582835"},"themes":[],"htmlText":"<a href=\"https://laohu8.com/S/TSLA\">$特斯拉(TSLA)$&nbsp;</a> 多空交战激烈","listText":"<a href=\"https://laohu8.com/S/TSLA\">$特斯拉(TSLA)$&nbsp;</a> 多空交战激烈","text":"$特斯拉(TSLA)$ 多空交战激烈","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":0,"commentSize":0,"repostSize":0,"link":"https://laohu8.com/post/355536307818776","isVote":1,"tweetType":1,"viewCount":1641,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"CN","totalScore":0},{"id":351636763820056,"gmtCreate":1726887899757,"gmtModify":1726887901340,"author":{"id":"3463638207582835","authorId":"3463638207582835","name":"APT9man","avatar":"https://static.tigerbbs.com/381907ed436a61d3c77e6b10f0cbe764","crmLevel":5,"crmLevelSwitch":0,"followedFlag":false,"idStr":"3463638207582835","authorIdStr":"3463638207582835"},"themes":[],"htmlText":"<a href=\"https://laohu8.com/S/FFIE\">$Faraday Future(FFIE)$&nbsp;</a> 华人之耻，拿中国人的名声给他延续荒诞的表演","listText":"<a href=\"https://laohu8.com/S/FFIE\">$Faraday Future(FFIE)$&nbsp;</a> 华人之耻，拿中国人的名声给他延续荒诞的表演","text":"$Faraday Future(FFIE)$ 华人之耻，拿中国人的名声给他延续荒诞的表演","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":4,"commentSize":0,"repostSize":0,"link":"https://laohu8.com/post/351636763820056","isVote":1,"tweetType":1,"viewCount":1453,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"CN","totalScore":0},{"id":350812671676544,"gmtCreate":1726673587039,"gmtModify":1726673588709,"author":{"id":"3463638207582835","authorId":"3463638207582835","name":"APT9man","avatar":"https://static.tigerbbs.com/381907ed436a61d3c77e6b10f0cbe764","crmLevel":5,"crmLevelSwitch":0,"followedFlag":false,"idStr":"3463638207582835","authorIdStr":"3463638207582835"},"themes":[],"htmlText":"收的好！","listText":"收的好！","text":"收的好！","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":0,"commentSize":0,"repostSize":0,"link":"https://laohu8.com/post/350812671676544","repostId":"2468875310","repostType":2,"repost":{"id":"2468875310","kind":"news","pubTimestamp":1726619220,"share":"https://www.laohu8.com/m/news/2468875310?lang=&edition=full","pubTime":"2024-09-18 08:27","market":"other","language":"zh","title":"充电60元超时费1600元？ 特斯拉车主又遭遇充电刺客 | 次世代车研所","url":"https://stock-news.laohu8.com/highlight/detail?id=2468875310","media":"新浪科技","summary":"　　中秋假期是自驾出游的好时机，但充电时的超时占用费成为了一些新能源车主的烦心事。　　不过，不少特斯拉车主反馈，其充电桩的超时占用费标准过高，而且没有封顶上限。有车主直言，自己使用超级充电桩充电，充电费用60.7元，超时占用费867.2元，累计收取了900多元。还有车主晒出账单显示，充电和超时占用费共计1706.06元，其中充电费用仅为64.46元，超时占用费高达1641.6元……特斯拉手机应用程序能够帮助车主远程监控车辆的充电状态。","content":"<html><body><div>\n<div><img height=\"364\" src=\"http://n.sinaimg.cn/finance/transform/111/w550h361/20240918/8d53-02930d0f5813e4fa5716fd2be883409d.png\" width=\"554\"/><span></span></div>\n<p>　　文 | 新浪科技 张俊</p>\n<p>　　中秋假期是自驾出游的好时机，但充电时的超时占用费成为了一些新能源车主的烦心事。</p>\n<p>　　目前，越来越多车企的自建充电桩和第三方充电App纷纷开始收取超时占用费，收费标准在每分钟数角至数元不等，封顶一般在数十元左右。</p>\n<p>　　不过，不少<a href=\"https://laohu8.com/S/TSLA\">特斯拉</a>车主反馈，其充电桩的超时占用费标准过高，而且没有封顶上限。有车主直言，自己使用超级充电桩充电，充电费用60.7元，超时占用费867.2元，累计收取了900多元。还有车主晒出账单显示，充电和超时占用费共计1706.06元，其中充电费用仅为64.46元，超时占用费高达1641.6元……</p>\n<p>　　超时占用费到底该不该收？又该怎么收？不同的车主有着不同的看法。不过，一个大原则是超时占用费的初衷是优化充电站效率，而不应该成为变相的盈利工具。</p>\n<p>　　“充电刺客”来了？</p>\n<p>　　9月15日，中秋假期正式开启。交通运输部预计，全国交通出行客流较平日有明显增长，总体平稳有序。数据显示，公路方面，当日全国高速公路客车流量约3300万-3400万辆，返乡探亲、周边出游的中短途自驾是主要出行方式。</p>\n<p>　　不过，一些自驾出游的新能源车主却遇到了一些烦心事。不少车主发现，很多充电桩开始收取超时占用费，这让自己的充电成本大幅提升。</p>\n<p>　　新浪科技梳理发现，不同的车企、第三方充电App对超时占用费的收取标准不一，这也导致在总体价格上差异巨大。</p>\n<p>　　以第三方充电App为例，新浪科技在小桔充电上看到，不同的充电桩运营商在超时占用费上的收取标准在0.17元/分钟、0.2元/分钟、0.3元/分钟、0.5元/分钟不等，一般是在充电结束20分钟/30分钟后仍占用充电设备或车位时收取，单次封顶30元或者60元不等。</p>\n<p>　　小桔充电客服表示，此举主要是为了让更多车主高效地充电，超时占用费由充电站收取，收费前会短信和电话告知。另外，超时占用费和停车费为不同收费项。超时占用费是充电结束后长时间占用充电设施产生的费用，故两者独立计费和收取。</p>\n<p>　　相比第三方充电App，车企对自有充电桩的超时占用费收取标准则更高一些。</p>\n<p>　　小鹏的超时占用费为1元/分钟，在车辆处于非充电状态下累计占用车位或充电枪超过30分钟后收取，小鹏客服表示，单笔充电订单占位费上限100元；<a href=\"https://laohu8.com/S/NIO\">蔚来</a>的超时占用费为0.5元/分钟，在充电结束超过15分钟后抽取，封顶50元；<a href=\"https://laohu8.com/S/ZK\">极氪</a>的超时占用费为1元/分钟，在占位超30分钟后收取，封顶50元。</p>\n<div><img height=\"709\" src=\"http://n.sinaimg.cn/finance/transform/457/w548h709/20240918/d120-0715db0f80eefdf5780d1beab3a04e42.png\" width=\"548\"/><span></span></div>\n<p>　　而特斯拉的超时占用费收取标准则最高。特斯拉App显示，如车辆已完成充电但仍停在充电车位，则会产生超时占用费。倘若车辆在开始计费后的5分钟之内驶离充电车位，则不会被收取该次超时占用费。仅当所在超级充电站内的空闲车位小于或等于50%时，才会产生超时占用费。当所在超级充电站内没有空闲车位时，则会被收取双倍的超时占用费。超时占用费最高为6.4元/分钟。</p>\n<p>　　超时占用费到底该不该收？</p>\n<p>　　值得注意的是，有些车企对超时占用费并没有设置封顶上限，这也导致一些车主充电后一度面临了天价超时占用费。</p>\n<div><img height=\"474\" src=\"http://n.sinaimg.cn/finance/transform/220/w550h470/20240918/f5a9-9fbe747618a7f4caf1e805f91cadadb6.png\" width=\"554\"/><span></span></div>\n<p>　　有抖音网友表示，自己使用特斯拉超级充电桩充电，充电费用60.7元，超时占用费867.2元，累计收取了900多元。“瞬间感觉特斯拉不香了。”他吐槽道。</p>\n<div><img height=\"475\" src=\"http://n.sinaimg.cn/finance/transform/222/w550h472/20240918/3651-aa8269d6c3255ea61f0172317b0b08eb.png\" width=\"553\"/><span></span></div>\n<p>　　还有小红书网友晒出遭遇的天价超时占用费。账单显示，充电和超时占用费共计1706.06元，其中充电费用仅为64.46元，超时占用费高达1641.6元。“就是霸王条款，强行收费，非常不合理。”</p>\n<p>　　另外，还有车主在黑猫投诉 【下载黑猫投诉客户端】上反馈，曾被收取过1200元，甚至是2435元的超时占用费。车主们认为，完成充电后特斯拉应该通过App、手机短信和邮件自动多渠道通知客户，并且应该向其他品牌一样设置超时占用费的封顶上限，这样才更合理。</p>\n<p>　　针对超时占用费，特斯拉在官网上也给予了详细解释。特斯拉表示，为了使所有车主都能拥有良好的体验，决定通过收取超时占用费这一措施来提高充电站的利用率。特斯拉手机应用程序能够帮助车主远程监控车辆的充电状态。当车辆即将完成充电时，车主会收到一次提醒；当电量完全充满时，车主会再次收到提醒。“需要强调的是，我们推出此项措施的目的是提升客户满意度，而非借此营利。”</p>\n<p>　　实际上，不同的车主对于超时占用费也有着不同的看法。</p>\n<div><img height=\"353\" src=\"http://n.sinaimg.cn/finance/transform/101/w550h351/20240918/facb-a8fc74657ff74c5319fc58cb115d3147.png\" width=\"553\"/><span></span></div>\n<p>　　比如有车主认为，超时占用费应该在全国大力推广，没有超时费，一些素质低的司机会长期霸占充电桩；也有车主认为，超时占用费的收取标准还值得商榷，尤其是充电服务商要有明确的短信或者电话提醒。</p>\n<p>　　整体来看，通过收取超时占用费的方式，对于解决充电站的利用效率上无疑有着巨大的帮助。但同时也应该优化收取的具体标准和相关制度，增加透明度，以保护车主的个人权益，防止出现意外的天价账单现象。</p>\n<div>\n<div><img src=\"\"/></div>\n<div>海量资讯、精准解读，尽在新浪财经APP</div>\n</div>\n<p>责任编辑：尉旖涵 </p>\n</div></body></html>","source":"sina","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>充电60元超时费1600元？ 特斯拉车主又遭遇充电刺客 | 次世代车研所</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充电60元超时费1600元？ 特斯拉车主又遭遇充电刺客 | 次世代车研所\n</h2>\n\n<h4 class=\"meta\">\n\n\n2024-09-18 08:27 北京时间&nbsp;&nbsp;&nbsp;<a href=https://finance.sina.com.cn/tech/shenji/2024-09-18/doc-incpppey4885440.shtml><strong>新浪科技</strong></a>\n\n\n</h4>\n\n</header>\n<article>\n<div>\n<p>文 | 新浪科技 张俊\n　　中秋假期是自驾出游的好时机，但充电时的超时占用费成为了一些新能源车主的烦心事。\n　　目前，越来越多车企的自建充电桩和第三方充电App纷纷开始收取超时占用费，收费标准在每分钟数角至数元不等，封顶一般在数十元左右。\n　　不过，不少特斯拉车主反馈，其充电桩的超时占用费标准过高，而且没有封顶上限。有车主直言，自己使用超级充电桩充电，充电费用60.7元，超时占用费867.2元，...</p>\n\n<a href=\"https://finance.sina.com.cn/tech/shenji/2024-09-18/doc-incpppey4885440.shtml\">Web Link</a>\n\n</div>\n\n\n</article>\n</div>\n</body>\n</html>\n","type":0,"thumbnail":"","relate_stocks":{"LU0056508442.USD":"贝莱德世界科技基金A2","LU0943347566.SGD":"安联收益及增长平衡基金AM H2-SGD","LU0719512351.SGD":"JPMorgan Funds - US Technology A (acc) SGD","LU0820561818.USD":"安联收益及增长平衡基金Cl AM DIS","LU0198837287.USD":"UBS (LUX) EQUITY SICAV - USA GROWTH \"P\" (USD) ACC","LU2249611893.SGD":"BNP PARIBAS ENERGY TRANSITION \"CRH\" (SGD) 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ACC","BK4550":"红杉资本持仓","LU1861215975.USD":"贝莱德新一代科技基金 A2","IE00BSNM7G36.USD":"NEUBERGER BERMAN SYSTEMATIC GLOBAL SUSTAINABLE VALUE \"A\" (USD) ACC","LU1861220033.SGD":"Blackrock Next Generation Technology A2 SGD-H","LU2756315318.SGD":"ALLIANZ INCOME AND GROWTH \"AMG\" (SGDHDG) INC A","LU1861558580.USD":"日兴方舟颠覆性创新基金B","LU0234570918.USD":"高盛全球核心股票组合Acc Close","LU2357305700.SGD":"Allianz Global Artificial Intelligence ET H2-SGD","LU0823411888.USD":"法巴消费创新基金 Cap","BK4527":"明星科技股","SG9999015978.USD":"利安颠覆性创新基金A","LU1720051108.HKD":"ALLIANZ GLOBAL ARTIFICIAL INTELLIGENCE \"AT\" (HKD) ACC","IE00B1XK9C88.USD":"PINEBRIDGE US LARGE CAP RESEARCH ENHANCED \"A\" (USD) ACC","BK4574":"无人驾驶","LU0348723411.USD":"ALLIANZ GLOBAL HI-TECH GROWTH \"A\" (USD) INC","LU1839511570.USD":"WELLS FARGO GLOBAL FACTOR ENHANCED EQUITY \"I\" (USD) ACC","BK4099":"汽车制造商","LU0689472784.USD":"安联收益及增长基金Cl AM AT Acc","LU1548497426.USD":"安联环球人工智能AT Acc","LU0234572021.USD":"高盛美国核心股票组合Acc","LU2213496289.HKD":"ALLIANZ INCOME AND GROWTH \"AT\" (HKD) ACC","BK4585":"ETF&股票定投概念","LU2063271972.USD":"富兰克林创新领域基金","SG9999015952.SGD":"LIONGLOBAL DISRUPTIVE INNOVATION \"I\" (SGD) ACC","LU0964807845.USD":"ALLIANZ INCOME & GROWTH \"A\" (USD) INC"},"source_url":"https://finance.sina.com.cn/tech/shenji/2024-09-18/doc-incpppey4885440.shtml","is_english":false,"share_image_url":"https://static.laohu8.com/b0d1b7e8843deea78cc308b15114de44","article_id":"2468875310","content_text":"文 | 新浪科技 张俊\n　　中秋假期是自驾出游的好时机，但充电时的超时占用费成为了一些新能源车主的烦心事。\n　　目前，越来越多车企的自建充电桩和第三方充电App纷纷开始收取超时占用费，收费标准在每分钟数角至数元不等，封顶一般在数十元左右。\n　　不过，不少特斯拉车主反馈，其充电桩的超时占用费标准过高，而且没有封顶上限。有车主直言，自己使用超级充电桩充电，充电费用60.7元，超时占用费867.2元，累计收取了900多元。还有车主晒出账单显示，充电和超时占用费共计1706.06元，其中充电费用仅为64.46元，超时占用费高达1641.6元……\n　　超时占用费到底该不该收？又该怎么收？不同的车主有着不同的看法。不过，一个大原则是超时占用费的初衷是优化充电站效率，而不应该成为变相的盈利工具。\n　　“充电刺客”来了？\n　　9月15日，中秋假期正式开启。交通运输部预计，全国交通出行客流较平日有明显增长，总体平稳有序。数据显示，公路方面，当日全国高速公路客车流量约3300万-3400万辆，返乡探亲、周边出游的中短途自驾是主要出行方式。\n　　不过，一些自驾出游的新能源车主却遇到了一些烦心事。不少车主发现，很多充电桩开始收取超时占用费，这让自己的充电成本大幅提升。\n　　新浪科技梳理发现，不同的车企、第三方充电App对超时占用费的收取标准不一，这也导致在总体价格上差异巨大。\n　　以第三方充电App为例，新浪科技在小桔充电上看到，不同的充电桩运营商在超时占用费上的收取标准在0.17元/分钟、0.2元/分钟、0.3元/分钟、0.5元/分钟不等，一般是在充电结束20分钟/30分钟后仍占用充电设备或车位时收取，单次封顶30元或者60元不等。\n　　小桔充电客服表示，此举主要是为了让更多车主高效地充电，超时占用费由充电站收取，收费前会短信和电话告知。另外，超时占用费和停车费为不同收费项。超时占用费是充电结束后长时间占用充电设施产生的费用，故两者独立计费和收取。\n　　相比第三方充电App，车企对自有充电桩的超时占用费收取标准则更高一些。\n　　小鹏的超时占用费为1元/分钟，在车辆处于非充电状态下累计占用车位或充电枪超过30分钟后收取，小鹏客服表示，单笔充电订单占位费上限100元；蔚来的超时占用费为0.5元/分钟，在充电结束超过15分钟后抽取，封顶50元；极氪的超时占用费为1元/分钟，在占位超30分钟后收取，封顶50元。\n\n　　而特斯拉的超时占用费收取标准则最高。特斯拉App显示，如车辆已完成充电但仍停在充电车位，则会产生超时占用费。倘若车辆在开始计费后的5分钟之内驶离充电车位，则不会被收取该次超时占用费。仅当所在超级充电站内的空闲车位小于或等于50%时，才会产生超时占用费。当所在超级充电站内没有空闲车位时，则会被收取双倍的超时占用费。超时占用费最高为6.4元/分钟。\n　　超时占用费到底该不该收？\n　　值得注意的是，有些车企对超时占用费并没有设置封顶上限，这也导致一些车主充电后一度面临了天价超时占用费。\n\n　　有抖音网友表示，自己使用特斯拉超级充电桩充电，充电费用60.7元，超时占用费867.2元，累计收取了900多元。“瞬间感觉特斯拉不香了。”他吐槽道。\n\n　　还有小红书网友晒出遭遇的天价超时占用费。账单显示，充电和超时占用费共计1706.06元，其中充电费用仅为64.46元，超时占用费高达1641.6元。“就是霸王条款，强行收费，非常不合理。”\n　　另外，还有车主在黑猫投诉 【下载黑猫投诉客户端】上反馈，曾被收取过1200元，甚至是2435元的超时占用费。车主们认为，完成充电后特斯拉应该通过App、手机短信和邮件自动多渠道通知客户，并且应该向其他品牌一样设置超时占用费的封顶上限，这样才更合理。\n　　针对超时占用费，特斯拉在官网上也给予了详细解释。特斯拉表示，为了使所有车主都能拥有良好的体验，决定通过收取超时占用费这一措施来提高充电站的利用率。特斯拉手机应用程序能够帮助车主远程监控车辆的充电状态。当车辆即将完成充电时，车主会收到一次提醒；当电量完全充满时，车主会再次收到提醒。“需要强调的是，我们推出此项措施的目的是提升客户满意度，而非借此营利。”\n　　实际上，不同的车主对于超时占用费也有着不同的看法。\n\n　　比如有车主认为，超时占用费应该在全国大力推广，没有超时费，一些素质低的司机会长期霸占充电桩；也有车主认为，超时占用费的收取标准还值得商榷，尤其是充电服务商要有明确的短信或者电话提醒。\n　　整体来看，通过收取超时占用费的方式，对于解决充电站的利用效率上无疑有着巨大的帮助。但同时也应该优化收取的具体标准和相关制度，增加透明度，以保护车主的个人权益，防止出现意外的天价账单现象。\n\n\n海量资讯、精准解读，尽在新浪财经APP\n\n责任编辑：尉旖涵","news_type":1},"isVote":1,"tweetType":1,"viewCount":930,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"CN","totalScore":0},{"id":350813869519120,"gmtCreate":1726673403773,"gmtModify":1726673405879,"author":{"id":"3463638207582835","authorId":"3463638207582835","name":"APT9man","avatar":"https://static.tigerbbs.com/381907ed436a61d3c77e6b10f0cbe764","crmLevel":5,"crmLevelSwitch":0,"followedFlag":false,"idStr":"3463638207582835","authorIdStr":"3463638207582835"},"themes":[],"htmlText":"最后一句完全错误。现在国内哪家公司不是在PPT中吊打特斯拉？","listText":"最后一句完全错误。现在国内哪家公司不是在PPT中吊打特斯拉？","text":"最后一句完全错误。现在国内哪家公司不是在PPT中吊打特斯拉？","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":1,"commentSize":0,"repostSize":0,"link":"https://laohu8.com/post/350813869519120","repostId":"2468581189","repostType":2,"isVote":1,"tweetType":1,"viewCount":1027,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"CN","totalScore":0},{"id":331780683812976,"gmtCreate":1722007887162,"gmtModify":1722007888367,"author":{"id":"3463638207582835","authorId":"3463638207582835","name":"APT9man","avatar":"https://static.tigerbbs.com/381907ed436a61d3c77e6b10f0cbe764","crmLevel":5,"crmLevelSwitch":0,"followedFlag":false,"idStr":"3463638207582835","authorIdStr":"3463638207582835"},"themes":[],"htmlText":"<a 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在别人贪婪时恐惧，在别人恐惧时贪婪一纪念今年美股第三次股灾","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":4,"commentSize":2,"repostSize":0,"link":"https://laohu8.com/post/301753","isVote":1,"tweetType":1,"viewCount":2414,"authorTweetTopStatus":1,"verified":2,"comments":[{"author":{"id":"3502076393243887","authorId":"3502076393243887","name":"lifang","avatar":"https://static.laohu8.com/default-avatar.jpg","crmLevel":1,"crmLevelSwitch":0,"authorIdStr":"3502076393243887","idStr":"3502076393243887"},"content":"股灾？大兄弟不做A股吗，做过a股你就知道美股都是回调。或者你说癌股天天股灾也行。。","text":"股灾？大兄弟不做A股吗，做过a股你就知道美股都是回调。或者你说癌股天天股灾也行。。","html":"股灾？大兄弟不做A股吗，做过a股你就知道美股都是回调。或者你说癌股天天股灾也行。。"}],"imageCount":0,"langContent":"CN","totalScore":0},{"id":390344550,"gmtCreate":1605715378070,"gmtModify":1703839236743,"author":{"id":"3463638207582835","authorId":"3463638207582835","name":"APT9man","avatar":"https://static.tigerbbs.com/381907ed436a61d3c77e6b10f0cbe764","crmLevel":5,"crmLevelSwitch":0,"followedFlag":false,"authorIdStr":"3463638207582835","idStr":"3463638207582835"},"themes":[],"htmlText":"怎么也要等到明年6月以后拜登坐稳了再调整，注意是调整。可能会在9月前。","listText":"怎么也要等到明年6月以后拜登坐稳了再调整，注意是调整。可能会在9月前。","text":"怎么也要等到明年6月以后拜登坐稳了再调整，注意是调整。可能会在9月前。","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":3,"commentSize":2,"repostSize":0,"link":"https://laohu8.com/post/390344550","repostId":"1167810458","repostType":4,"repost":{"id":"1167810458","kind":"news","weMediaInfo":{"introduction":"华尔街见闻出品，专注于美股市场。为您提供最重要的资讯数据，最全面的市场动态和最深刻的解读分析。","home_visible":1,"media_name":"见闻IPO","id":"1083533104","head_image":"https://static.tigerbbs.com/0717bf7b1e5642e9827aeffbf11eb9ad"},"pubTimestamp":1605697854,"share":"https://www.laohu8.com/m/news/1167810458?lang=&edition=full","pubTime":"2020-11-18 19:10","market":"us","language":"zh","title":"孙正义：警惕雷曼式危机","url":"https://stock-news.laohu8.com/highlight/detail?id=1167810458","media":"见闻IPO","summary":"导读：孙正义说，今后两到三个月可能发生任何灾难我们要为最坏情形未雨绸缪；可能只要一家银行就能酿成雷曼兄弟式危机。有800亿美元现金在手，软银股价若下跌，他就可以更积极地回购股票，也可以继续投资企业。\n","content":"<blockquote>\n 导读：孙正义说，今后两到三个月可能发生任何灾难我们要为最坏情形未雨绸缪；可能只要一家银行就能酿成雷曼兄弟式危机。有800亿美元现金在手，软银股价若下跌，他就可以更积极地回购股票，也可以继续投资企业。\n</blockquote>\n<p>在本周二的线上活动中，软银创始人兼CEO孙正义亮出了软银的持现“家底”，为软银的科技业投资策略正名。</p>\n<p>孙正义称，为了让软银获得流动性应对全球范围的紧急状况，他决定软银出手资产。“今后两到三个月，可能发生任何灾难。所以我们要为最坏情形未雨绸缪。”据他所说，他最初的目标是今年出售400亿美元资产，但最终抛售了800亿美元。</p>\n<p>孙正义警告，可能出现像雷曼兄弟2008年倒闭那样的事件，引起大范围崩盘。他说，“在这种情况下任何事都可能发生。当然，疫苗就要来了，可谁知道今后两三个月会怎样？”</p>\n<p>孙正义称，可能有家大公司崩盘，制造全球“多米诺效应”的金融风暴。可能“只要一家银行”就能酿成“雷曼那样的危机”。“短期来看，我是悲观的。”</p>\n<p>这和孙正义此前的立场一致。今年8月的电话会议上，孙正义表示，新冠疫情改变了一切，软银正为经济长期低迷及可能的机会做准备，“现金是我们的防御手段”。</p>\n<p><b>01、拒绝置评私有化</b></p>\n<p>孙正义认为，有800亿美元现金在手，一旦软银股价下跌，他就可以更积极地回购更多的股票，也可以继续投资私营企业和公开上市公司。不过孙正义并未置评他是否会让软银私有化，从公开市场退市。</p>\n<p>媒体称，在软银内部，至少有五年都在讨论是否通过买断股票让公司私有化。</p>\n<p>今年3月，软银公布，将在此后四个季度出售至多价值4.5万亿日元（约合410亿美元）的资产，以此资助2.5万亿日元的创纪录规模股票回购计划，并偿还债务和回购债券。外界对软银私有化的猜测继续升温。</p>\n<p>8月软银公布，7月1日至8月3日间已斥资3980亿日元回购了6320万股，3月以来用于股票回购的总开支由此达到1万亿日元（约合95亿美元），10月软银披露，在9月约半个月的时间内，又投入401亿日元（约合3.8亿美元）回购617万股。</p>\n<p><b>02、坚持AI梦</b></p>\n<p>孙正义本周二为软银最近的公开上市股票投资辩护。他反问：“假如我觉得公开一些上市公司会在AI革命期间成为成功的企业，谁又能说我不应该投资它们？”</p>\n<p>孙正义重申，相信全球数字化转型和人工智能问世将给他的投资带来帮助。</p>\n<p>在孙正义表态前，软银最近几个月已经因为大举押注科技股的投资引发争议。</p>\n<p>今年9月，媒体爆出软银豪赌科技股的消息，称软银买入了与名义价值500亿美元股票挂钩的科技股期权，一度带来短期浮盈约40亿美元。这些期权被媒体称为“纳斯达克鲸”，因为它是二季度科技股高涨的幕后推手。由于投资者担心软银的衍生品交易可能带来巨大损失，软银的市值此后蒸发约90亿美元。</p>\n<p>10月媒体又传出消息称，虽然曾考虑削减持仓，但软银旗下公共股票交易部门已经将股票持仓规模扩大到200多亿美元。这可能已远超目标水平，因为今年8月爆出的软银目标是逾100亿美元。</p>\n<p>上周一软银公布财报显示，在截至9月的第二财季、即今年第三季度，软银 “在上市股票和其他工具上的投资”造成了1317亿日元（约合13亿美元）的亏损。</p>\n<p>孙正义在财报公布后的电话会议上称，“当你说到衍生品时，这听起来风险很大，但它只占我们所持资产总价值的1%。（如果这些投资失败），损失也只占软银总股本的1%-2%，所以只占整体情况的一小部分。”</p>\n<p>上周媒体消息还称，孙正义本人对软银交易股票和衍生品的部门持股三分之一。在上周一的电话会上，多名分析师和基金经理质疑孙正义，认为他的持股让人担心公司的管理。孙否认有利益冲突，称那是他通过投资专业知识取得的酬劳，别的基金经理也收费。</p>\n<p>值得一提的是，三季度软银的大型科技投资工具愿景基金（Vision Fund）斩获了创纪录的7844亿日元利润。媒体指出，这都要归功于该基金去年11月曾以13.5亿美元投资<a href=\"https://laohu8.com/S/BEKE\">贝壳</a>找房。自今年8月上市到9月30日，<a href=\"https://laohu8.com/S/BEKE\">贝壳</a>找房的股价飙升，软银的持股回报率高达375%。</p>\n<p><b>03、称赞WeWork创始人</b></p>\n<p>孙正义本周二还提到了共享办公空间独角兽WeWork的创始人Adam Neumann，称他是个聪明人，是个积极主动的人。“他是个出色的领导者，但他犯了些错。”</p>\n<p>WeWork近年来一直是软银备受诟病的一项科技业投资。去年9月末，WeWork撤回IPO申请，此后被爆出面临严重的现金流压力，并失去了大客户<a href=\"https://laohu8.com/S/GOOG\">谷歌</a>。</p>\n<p>去年10月，WeWork的创始人Adam Neumann辞去CEO职务。当月WeWork董事长透露，软银对该司的投资规模达到185亿美元。当月媒体消息称，为了换取Neumann离开WeWork的董事会并交出投票权，支持软银接手WeWork，软银提出向Neumann支付2亿美元。</p>\n<p>受新冠肺炎疫情影响，WeWork处境雪上加霜。今年4月软银宣布撤回30亿美元收购要约。当月末软银公布，在截至今年3月一财年，预计在WeWork上的投资损失高达约7000亿日元，约合66亿美元。</p>\n<p>5月孙正义称，软银对WeWork的投资是“愚蠢的”。当时媒体根据现金流贴现法估算，截至3月末，软银对WeWork的估值为29亿美元。而去年上市前WeWork的估值曾高达470亿美元。</p>\n<p>8月媒体称，软银同意，以优先担保债券的形式，向WeWork提供11亿美元，以此帮助WeWork解决二季度大量现金流出的问题。二季度WeWork烧钱6.71亿美元，环比增长近40%，当季销售额环比下滑20%。</p>","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>孙正义：警惕雷曼式危机</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孙正义：警惕雷曼式危机\n</h2>\n\n<h4 class=\"meta\">\n\n\n<a class=\"head\" href=\"https://laohu8.com/wemedia/1083533104\">\n\n\n<div class=\"h-thumb\" style=\"background-image:url(https://static.tigerbbs.com/0717bf7b1e5642e9827aeffbf11eb9ad);background-size:cover;\"></div>\n\n<div class=\"h-content\">\n<p class=\"h-name\">见闻IPO </p>\n<p class=\"h-time\">2020-11-18 19:10</p>\n</div>\n\n</a>\n\n\n</h4>\n\n</header>\n<article>\n<blockquote>\n 导读：孙正义说，今后两到三个月可能发生任何灾难我们要为最坏情形未雨绸缪；可能只要一家银行就能酿成雷曼兄弟式危机。有800亿美元现金在手，软银股价若下跌，他就可以更积极地回购股票，也可以继续投资企业。\n</blockquote>\n<p>在本周二的线上活动中，软银创始人兼CEO孙正义亮出了软银的持现“家底”，为软银的科技业投资策略正名。</p>\n<p>孙正义称，为了让软银获得流动性应对全球范围的紧急状况，他决定软银出手资产。“今后两到三个月，可能发生任何灾难。所以我们要为最坏情形未雨绸缪。”据他所说，他最初的目标是今年出售400亿美元资产，但最终抛售了800亿美元。</p>\n<p>孙正义警告，可能出现像雷曼兄弟2008年倒闭那样的事件，引起大范围崩盘。他说，“在这种情况下任何事都可能发生。当然，疫苗就要来了，可谁知道今后两三个月会怎样？”</p>\n<p>孙正义称，可能有家大公司崩盘，制造全球“多米诺效应”的金融风暴。可能“只要一家银行”就能酿成“雷曼那样的危机”。“短期来看，我是悲观的。”</p>\n<p>这和孙正义此前的立场一致。今年8月的电话会议上，孙正义表示，新冠疫情改变了一切，软银正为经济长期低迷及可能的机会做准备，“现金是我们的防御手段”。</p>\n<p><b>01、拒绝置评私有化</b></p>\n<p>孙正义认为，有800亿美元现金在手，一旦软银股价下跌，他就可以更积极地回购更多的股票，也可以继续投资私营企业和公开上市公司。不过孙正义并未置评他是否会让软银私有化，从公开市场退市。</p>\n<p>媒体称，在软银内部，至少有五年都在讨论是否通过买断股票让公司私有化。</p>\n<p>今年3月，软银公布，将在此后四个季度出售至多价值4.5万亿日元（约合410亿美元）的资产，以此资助2.5万亿日元的创纪录规模股票回购计划，并偿还债务和回购债券。外界对软银私有化的猜测继续升温。</p>\n<p>8月软银公布，7月1日至8月3日间已斥资3980亿日元回购了6320万股，3月以来用于股票回购的总开支由此达到1万亿日元（约合95亿美元），10月软银披露，在9月约半个月的时间内，又投入401亿日元（约合3.8亿美元）回购617万股。</p>\n<p><b>02、坚持AI梦</b></p>\n<p>孙正义本周二为软银最近的公开上市股票投资辩护。他反问：“假如我觉得公开一些上市公司会在AI革命期间成为成功的企业，谁又能说我不应该投资它们？”</p>\n<p>孙正义重申，相信全球数字化转型和人工智能问世将给他的投资带来帮助。</p>\n<p>在孙正义表态前，软银最近几个月已经因为大举押注科技股的投资引发争议。</p>\n<p>今年9月，媒体爆出软银豪赌科技股的消息，称软银买入了与名义价值500亿美元股票挂钩的科技股期权，一度带来短期浮盈约40亿美元。这些期权被媒体称为“纳斯达克鲸”，因为它是二季度科技股高涨的幕后推手。由于投资者担心软银的衍生品交易可能带来巨大损失，软银的市值此后蒸发约90亿美元。</p>\n<p>10月媒体又传出消息称，虽然曾考虑削减持仓，但软银旗下公共股票交易部门已经将股票持仓规模扩大到200多亿美元。这可能已远超目标水平，因为今年8月爆出的软银目标是逾100亿美元。</p>\n<p>上周一软银公布财报显示，在截至9月的第二财季、即今年第三季度，软银 “在上市股票和其他工具上的投资”造成了1317亿日元（约合13亿美元）的亏损。</p>\n<p>孙正义在财报公布后的电话会议上称，“当你说到衍生品时，这听起来风险很大，但它只占我们所持资产总价值的1%。（如果这些投资失败），损失也只占软银总股本的1%-2%，所以只占整体情况的一小部分。”</p>\n<p>上周媒体消息还称，孙正义本人对软银交易股票和衍生品的部门持股三分之一。在上周一的电话会上，多名分析师和基金经理质疑孙正义，认为他的持股让人担心公司的管理。孙否认有利益冲突，称那是他通过投资专业知识取得的酬劳，别的基金经理也收费。</p>\n<p>值得一提的是，三季度软银的大型科技投资工具愿景基金（Vision Fund）斩获了创纪录的7844亿日元利润。媒体指出，这都要归功于该基金去年11月曾以13.5亿美元投资<a href=\"https://laohu8.com/S/BEKE\">贝壳</a>找房。自今年8月上市到9月30日，<a href=\"https://laohu8.com/S/BEKE\">贝壳</a>找房的股价飙升，软银的持股回报率高达375%。</p>\n<p><b>03、称赞WeWork创始人</b></p>\n<p>孙正义本周二还提到了共享办公空间独角兽WeWork的创始人Adam Neumann，称他是个聪明人，是个积极主动的人。“他是个出色的领导者，但他犯了些错。”</p>\n<p>WeWork近年来一直是软银备受诟病的一项科技业投资。去年9月末，WeWork撤回IPO申请，此后被爆出面临严重的现金流压力，并失去了大客户<a href=\"https://laohu8.com/S/GOOG\">谷歌</a>。</p>\n<p>去年10月，WeWork的创始人Adam Neumann辞去CEO职务。当月WeWork董事长透露，软银对该司的投资规模达到185亿美元。当月媒体消息称，为了换取Neumann离开WeWork的董事会并交出投票权，支持软银接手WeWork，软银提出向Neumann支付2亿美元。</p>\n<p>受新冠肺炎疫情影响，WeWork处境雪上加霜。今年4月软银宣布撤回30亿美元收购要约。当月末软银公布，在截至今年3月一财年，预计在WeWork上的投资损失高达约7000亿日元，约合66亿美元。</p>\n<p>5月孙正义称，软银对WeWork的投资是“愚蠢的”。当时媒体根据现金流贴现法估算，截至3月末，软银对WeWork的估值为29亿美元。而去年上市前WeWork的估值曾高达470亿美元。</p>\n<p>8月媒体称，软银同意，以优先担保债券的形式，向WeWork提供11亿美元，以此帮助WeWork解决二季度大量现金流出的问题。二季度WeWork烧钱6.71亿美元，环比增长近40%，当季销售额环比下滑20%。</p>\n\n</article>\n</div>\n</body>\n</html>\n","type":0,"thumbnail":"https://static.tigerbbs.com/acb77b88f0e1500dd735d82182c9d65c","relate_stocks":{},"is_english":false,"share_image_url":"https://static.laohu8.com/e9f99090a1c2ed51c021029395664489","article_id":"1167810458","content_text":"导读：孙正义说，今后两到三个月可能发生任何灾难我们要为最坏情形未雨绸缪；可能只要一家银行就能酿成雷曼兄弟式危机。有800亿美元现金在手，软银股价若下跌，他就可以更积极地回购股票，也可以继续投资企业。\n\n在本周二的线上活动中，软银创始人兼CEO孙正义亮出了软银的持现“家底”，为软银的科技业投资策略正名。\n孙正义称，为了让软银获得流动性应对全球范围的紧急状况，他决定软银出手资产。“今后两到三个月，可能发生任何灾难。所以我们要为最坏情形未雨绸缪。”据他所说，他最初的目标是今年出售400亿美元资产，但最终抛售了800亿美元。\n孙正义警告，可能出现像雷曼兄弟2008年倒闭那样的事件，引起大范围崩盘。他说，“在这种情况下任何事都可能发生。当然，疫苗就要来了，可谁知道今后两三个月会怎样？”\n孙正义称，可能有家大公司崩盘，制造全球“多米诺效应”的金融风暴。可能“只要一家银行”就能酿成“雷曼那样的危机”。“短期来看，我是悲观的。”\n这和孙正义此前的立场一致。今年8月的电话会议上，孙正义表示，新冠疫情改变了一切，软银正为经济长期低迷及可能的机会做准备，“现金是我们的防御手段”。\n01、拒绝置评私有化\n孙正义认为，有800亿美元现金在手，一旦软银股价下跌，他就可以更积极地回购更多的股票，也可以继续投资私营企业和公开上市公司。不过孙正义并未置评他是否会让软银私有化，从公开市场退市。\n媒体称，在软银内部，至少有五年都在讨论是否通过买断股票让公司私有化。\n今年3月，软银公布，将在此后四个季度出售至多价值4.5万亿日元（约合410亿美元）的资产，以此资助2.5万亿日元的创纪录规模股票回购计划，并偿还债务和回购债券。外界对软银私有化的猜测继续升温。\n8月软银公布，7月1日至8月3日间已斥资3980亿日元回购了6320万股，3月以来用于股票回购的总开支由此达到1万亿日元（约合95亿美元），10月软银披露，在9月约半个月的时间内，又投入401亿日元（约合3.8亿美元）回购617万股。\n02、坚持AI梦\n孙正义本周二为软银最近的公开上市股票投资辩护。他反问：“假如我觉得公开一些上市公司会在AI革命期间成为成功的企业，谁又能说我不应该投资它们？”\n孙正义重申，相信全球数字化转型和人工智能问世将给他的投资带来帮助。\n在孙正义表态前，软银最近几个月已经因为大举押注科技股的投资引发争议。\n今年9月，媒体爆出软银豪赌科技股的消息，称软银买入了与名义价值500亿美元股票挂钩的科技股期权，一度带来短期浮盈约40亿美元。这些期权被媒体称为“纳斯达克鲸”，因为它是二季度科技股高涨的幕后推手。由于投资者担心软银的衍生品交易可能带来巨大损失，软银的市值此后蒸发约90亿美元。\n10月媒体又传出消息称，虽然曾考虑削减持仓，但软银旗下公共股票交易部门已经将股票持仓规模扩大到200多亿美元。这可能已远超目标水平，因为今年8月爆出的软银目标是逾100亿美元。\n上周一软银公布财报显示，在截至9月的第二财季、即今年第三季度，软银 “在上市股票和其他工具上的投资”造成了1317亿日元（约合13亿美元）的亏损。\n孙正义在财报公布后的电话会议上称，“当你说到衍生品时，这听起来风险很大，但它只占我们所持资产总价值的1%。（如果这些投资失败），损失也只占软银总股本的1%-2%，所以只占整体情况的一小部分。”\n上周媒体消息还称，孙正义本人对软银交易股票和衍生品的部门持股三分之一。在上周一的电话会上，多名分析师和基金经理质疑孙正义，认为他的持股让人担心公司的管理。孙否认有利益冲突，称那是他通过投资专业知识取得的酬劳，别的基金经理也收费。\n值得一提的是，三季度软银的大型科技投资工具愿景基金（Vision Fund）斩获了创纪录的7844亿日元利润。媒体指出，这都要归功于该基金去年11月曾以13.5亿美元投资贝壳找房。自今年8月上市到9月30日，贝壳找房的股价飙升，软银的持股回报率高达375%。\n03、称赞WeWork创始人\n孙正义本周二还提到了共享办公空间独角兽WeWork的创始人Adam Neumann，称他是个聪明人，是个积极主动的人。“他是个出色的领导者，但他犯了些错。”\nWeWork近年来一直是软银备受诟病的一项科技业投资。去年9月末，WeWork撤回IPO申请，此后被爆出面临严重的现金流压力，并失去了大客户谷歌。\n去年10月，WeWork的创始人Adam Neumann辞去CEO职务。当月WeWork董事长透露，软银对该司的投资规模达到185亿美元。当月媒体消息称，为了换取Neumann离开WeWork的董事会并交出投票权，支持软银接手WeWork，软银提出向Neumann支付2亿美元。\n受新冠肺炎疫情影响，WeWork处境雪上加霜。今年4月软银宣布撤回30亿美元收购要约。当月末软银公布，在截至今年3月一财年，预计在WeWork上的投资损失高达约7000亿日元，约合66亿美元。\n5月孙正义称，软银对WeWork的投资是“愚蠢的”。当时媒体根据现金流贴现法估算，截至3月末，软银对WeWork的估值为29亿美元。而去年上市前WeWork的估值曾高达470亿美元。\n8月媒体称，软银同意，以优先担保债券的形式，向WeWork提供11亿美元，以此帮助WeWork解决二季度大量现金流出的问题。二季度WeWork烧钱6.71亿美元，环比增长近40%，当季销售额环比下滑20%。","news_type":1},"isVote":1,"tweetType":1,"viewCount":1736,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"CN","totalScore":0},{"id":335819,"gmtCreate":1542723482394,"gmtModify":1704781451365,"author":{"id":"3463638207582835","authorId":"3463638207582835","name":"APT9man","avatar":"https://static.tigerbbs.com/381907ed436a61d3c77e6b10f0cbe764","crmLevel":5,"crmLevelSwitch":0,"followedFlag":false,"authorIdStr":"3463638207582835","idStr":"3463638207582835"},"themes":[],"htmlText":"$Facebook(FB)$ 从218跌到126，6折大甩卖！不要错过","listText":"$Facebook(FB)$ 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