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锁定
2023-01-05
$特斯拉(TSLA)$
为啥购入订单被拒绝
锁定
2021-11-12
$特斯拉(TSLA)$
机构护盘出货
锁定
2021-04-20
$特斯拉(TSLA)$
华为发布自动驾驶之后,我对特斯拉信仰有些迟疑了。反复问自己,特斯拉靠什么优势支撑后续这么高市值。
锁定
2021-01-26
然后百度盘前跌了[笑哭]
抱歉,原内容已删除
锁定
2021-01-14
库克离职?
抱歉,原内容已删除
锁定
2021-01-10
$苹果(AAPL)$
消化估值
锁定
2021-01-10
$特斯拉(TSLA)$
下一阶段目标市值超过苹果,开启下一个时代
锁定
2021-01-08
$百度(BIDU)$
盘前看感觉还是弱
锁定
2021-01-08
$特斯拉(TSLA)$
能源、汽车、自动驾驶、软件生态、充电、保险完整的生态闭环。真的是牛市不言顶
锁定
2021-01-07
$特斯拉(TSLA)$
软硬一体化公司,会是稀缺投资标的。全世界三家,苹果、特斯拉、华为。
锁定
2020-11-06
$蔚来(NIO)$
赶上去年特斯拉的市值了,那会儿特斯拉卖了多少车,蔚来现在卖多少。蔚来技术可以跟那会儿的特斯拉比么
锁定
2020-09-05
$特斯拉(TSLA)$
这几天的大跌,肯定是有人提前知道消息。
锁定
2020-09-02
$特斯拉(TSLA)$
看今天盘面,股票增发价格应该是前一天收盘日的95%以上价格
锁定
2020-03-19
$特斯拉(TSLA)$
还好550没拿住
锁定
2020-03-13
$优步(UBER)$
没人敢打uber这段时间
锁定
2020-02-06
可以不看好,做空就是赌博
抱歉,原内容已删除
锁定
2020-02-05
$特斯拉(TSLA)$
不怕天天涨,就怕每天10-20个点得涨,总算跌了
锁定
2020-02-05
**
抱歉,原内容已删除
去老虎APP查看更多动态
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href=http://gu.qq.com/resources/shy/news/detail-v2/index.html#/?id=nesSN202101261702007e5ec1a3&s=b><strong>腾讯自选股</strong></a>\n\n\n</h4>\n\n</header>\n<article>\n<div>\n<p>黑莓盘前涨超20%,黑莓宣布与百度合作开发下一代自动驾驶技术。</p>\n\n<a href=\"http://gu.qq.com/resources/shy/news/detail-v2/index.html#/?id=nesSN202101261702007e5ec1a3&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/620fa6b7643be76ed489cf4a9bb97db7","relate_stocks":{"BB":"黑莓","QNETCN":"纳斯达克中美互联网老虎指数","BIDU":"百度"},"source_url":"http://gu.qq.com/resources/shy/news/detail-v2/index.html#/?id=nesSN202101261702007e5ec1a3&s=b","is_english":false,"share_image_url":"https://static.laohu8.com/9a95c1376e76363c1401fee7d3717173","article_id":"2106475678","content_text":"黑莓盘前涨超20%,黑莓宣布与百度合作开发下一代自动驾驶技术。","news_type":1},"isVote":1,"tweetType":1,"viewCount":1212,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"CN","totalScore":0},{"id":336119770,"gmtCreate":1610034190690,"gmtModify":1703742268179,"author":{"id":"3470170053099949","authorId":"3470170053099949","name":"锁定","avatar":"https://static.tigerbbs.com/8c1508589b38bd9471e0792440e49fb9","crmLevel":7,"crmLevelSwitch":0,"followedFlag":false,"idStr":"3470170053099949","authorIdStr":"3470170053099949"},"themes":[],"htmlText":"<a 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href=\"https://laohu8.com/S/TSLA\">$特斯拉(TSLA)$</a>下一阶段目标市值超过苹果,开启下一个时代","text":"$特斯拉(TSLA)$下一阶段目标市值超过苹果,开启下一个时代","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":0,"commentSize":1,"repostSize":0,"link":"https://laohu8.com/post/332022233","isVote":1,"tweetType":1,"viewCount":1873,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"CN","totalScore":0},{"id":335605023,"gmtCreate":1610577120762,"gmtModify":1703745349871,"author":{"id":"3470170053099949","authorId":"3470170053099949","name":"锁定","avatar":"https://static.tigerbbs.com/8c1508589b38bd9471e0792440e49fb9","crmLevel":7,"crmLevelSwitch":0,"followedFlag":false,"idStr":"3470170053099949","authorIdStr":"3470170053099949"},"themes":[],"htmlText":"库克离职?","listText":"库克离职?","text":"库克离职?","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":0,"commentSize":0,"repostSize":0,"link":"https://laohu8.com/post/335605023","repostId":"2103927621","repostType":2,"repost":{"id":"2103927621","kind":"news","pubTimestamp":1610493355,"share":"https://www.laohu8.com/m/news/2103927621?lang=&edition=full","pubTime":"2021-01-13 07:15","market":"us","language":"zh","title":"苹果CEO蒂姆·库克明天将宣布“重大消息”","url":"https://stock-news.laohu8.com/highlight/detail?id=2103927621","media":"IT之家","summary":"IT之家1月13日消息 外媒 9to5 Mac 报道,苹果公司 CEO 蒂姆 · 库克 今天参加了 CBS This Morning 的采访,主持人 Gayle King 还预告说,明天将播出更多的采访内容,因为预计苹果公司将发布一个 “重大消息”,但这 “不是新产品”。公告的一种可能是苹果宣布推出计划中的 iOS 14 隐私标签变更。此外,这一消息通常在一年一度的 CES 期间宣布。IT之家获悉,苹果已经养成了习惯,即在 CES 展会的同一周内强调对隐私的关注。","content":"<html><body><p>IT之家1月13日消息 外媒 9to5 Mac 报道,<a href=\"https://laohu8.com/S/AAPL\">苹果</a>公司 CEO 蒂姆 · 库克(Tim Cook)今天参加了 CBS This Morning(CBS 今日早报) 的采访,主持人 Gayle King 还预告说,明天将播出更多的采访内容,因为预计苹果公司将发布一个 “重大消息”,但这 “不是新产品”。</p><p><img src=\"https://x0.ifengimg.com/res/2021/608B4DBD1CAA51D48F82C4346F7507229653A1DC_size166_w1440_h720.jpeg\"/></p><p>Gayle King 表示,《CBS 今日早报》明天将对蒂姆 · 库克进行全面采访。King 没有暗示苹果的 “大消息”可能是什么,但她澄清说,这 “不是一个新产品”。</p><p>公告的一种可能是苹果宣布推出计划中的 iOS 14 隐私标签变更。</p><p>苹果已经表示,它将在 2021 年初的某个时候推出新的应用跟踪透明功能。应用追踪透明功能要求应用在跨其他网站和应用追踪用户之前,必须获得用户的同意。苹果原本希望在去年 9 月份与 iOS 14 一起推出,但最终还是推迟了该功能,以给开发者更多的准备时间。</p><p>此外,这一消息通常在一年一度的 CES 期间宣布。</p><p>IT之家获悉,苹果已经养成了习惯,即在 CES 展会的同一周内强调对隐私的关注。去年,苹果几十年来首次重返 CES 展会,与 <a href=\"https://laohu8.com/S/FB\">Facebook</a> 和其他公司一起参加了隐私圆桌会议。</p><p>两年前,苹果在拉斯维加斯周围竖起广告牌,宣传 “在你的 iPhone 上发生的事情,会留在你的 iPhone 上”。</p></body></html>","source":"fenghuang_stock","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>苹果CEO蒂姆·库克明天将宣布“重大消息”</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苹果CEO蒂姆·库克明天将宣布“重大消息”\n</h2>\n\n<h4 class=\"meta\">\n\n\n2021-01-13 07:15 北京时间 <a href=https://tech.ifeng.com/c/82zUMtPnH5w><strong>IT之家</strong></a>\n\n\n</h4>\n\n</header>\n<article>\n<div>\n<p>IT之家1月13日消息 外媒 9to5 Mac 报道,苹果公司 CEO 蒂姆 · 库克(Tim Cook)今天参加了 CBS This Morning(CBS 今日早报) 的采访,主持人 Gayle King 还预告说,明天将播出更多的采访内容,因为预计苹果公司将发布一个 “重大消息”,但这 “不是新产品”。Gayle King 表示,《CBS 今日早报》明天将对蒂姆 · 库克进行全面采访。...</p>\n\n<a href=\"https://tech.ifeng.com/c/82zUMtPnH5w\">Web Link</a>\n\n</div>\n\n\n</article>\n</div>\n</body>\n</html>\n","type":0,"thumbnail":"https://d.ifengimg.com/w144_h80_q90/x0.ifengimg.com/ucms/2021_03/EF1ABD08BC84EA74AE7812EF5E79E8CB1EBDC676_size28_w528_h299.jpg","relate_stocks":{"03086":"华夏纳指","AAPL":"苹果","09086":"华夏纳指-U"},"source_url":"https://tech.ifeng.com/c/82zUMtPnH5w","is_english":false,"share_image_url":"https://static.laohu8.com/e9f99090a1c2ed51c021029395664489","article_id":"2103927621","content_text":"IT之家1月13日消息 外媒 9to5 Mac 报道,苹果公司 CEO 蒂姆 · 库克(Tim Cook)今天参加了 CBS This Morning(CBS 今日早报) 的采访,主持人 Gayle King 还预告说,明天将播出更多的采访内容,因为预计苹果公司将发布一个 “重大消息”,但这 “不是新产品”。Gayle King 表示,《CBS 今日早报》明天将对蒂姆 · 库克进行全面采访。King 没有暗示苹果的 “大消息”可能是什么,但她澄清说,这 “不是一个新产品”。公告的一种可能是苹果宣布推出计划中的 iOS 14 隐私标签变更。苹果已经表示,它将在 2021 年初的某个时候推出新的应用跟踪透明功能。应用追踪透明功能要求应用在跨其他网站和应用追踪用户之前,必须获得用户的同意。苹果原本希望在去年 9 月份与 iOS 14 一起推出,但最终还是推迟了该功能,以给开发者更多的准备时间。此外,这一消息通常在一年一度的 CES 期间宣布。IT之家获悉,苹果已经养成了习惯,即在 CES 展会的同一周内强调对隐私的关注。去年,苹果几十年来首次重返 CES 展会,与 Facebook 和其他公司一起参加了隐私圆桌会议。两年前,苹果在拉斯维加斯周围竖起广告牌,宣传 “在你的 iPhone 上发生的事情,会留在你的 iPhone 上”。","news_type":1},"isVote":1,"tweetType":1,"viewCount":1335,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"CN","totalScore":0},{"id":336896151,"gmtCreate":1610054949973,"gmtModify":1703742383552,"author":{"id":"3470170053099949","authorId":"3470170053099949","name":"锁定","avatar":"https://static.tigerbbs.com/8c1508589b38bd9471e0792440e49fb9","crmLevel":7,"crmLevelSwitch":0,"followedFlag":false,"idStr":"3470170053099949","authorIdStr":"3470170053099949"},"themes":[],"htmlText":"<a href=\"https://laohu8.com/S/TSLA\">$特斯拉(TSLA)$</a>能源、汽车、自动驾驶、软件生态、充电、保险完整的生态闭环。真的是牛市不言顶","listText":"<a href=\"https://laohu8.com/S/TSLA\">$特斯拉(TSLA)$</a>能源、汽车、自动驾驶、软件生态、充电、保险完整的生态闭环。真的是牛市不言顶","text":"$特斯拉(TSLA)$能源、汽车、自动驾驶、软件生态、充电、保险完整的生态闭环。真的是牛市不言顶","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":0,"commentSize":0,"repostSize":0,"link":"https://laohu8.com/post/336896151","isVote":1,"tweetType":1,"viewCount":1007,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"CN","totalScore":0},{"id":967811302,"gmtCreate":1584555651306,"gmtModify":1704355005283,"author":{"id":"3470170053099949","authorId":"3470170053099949","name":"锁定","avatar":"https://static.tigerbbs.com/8c1508589b38bd9471e0792440e49fb9","crmLevel":7,"crmLevelSwitch":0,"followedFlag":false,"idStr":"3470170053099949","authorIdStr":"3470170053099949"},"themes":[],"htmlText":"<a href=\"https://laohu8.com/S/TSLA\">$特斯拉(TSLA)$</a>还好550没拿住","listText":"<a href=\"https://laohu8.com/S/TSLA\">$特斯拉(TSLA)$</a>还好550没拿住","text":"$特斯拉(TSLA)$还好550没拿住","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":0,"commentSize":0,"repostSize":0,"link":"https://laohu8.com/post/967811302","isVote":1,"tweetType":1,"viewCount":409,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"CN","totalScore":0},{"id":965420115,"gmtCreate":1584042269537,"gmtModify":1704352793841,"author":{"id":"3470170053099949","authorId":"3470170053099949","name":"锁定","avatar":"https://static.tigerbbs.com/8c1508589b38bd9471e0792440e49fb9","crmLevel":7,"crmLevelSwitch":0,"followedFlag":false,"idStr":"3470170053099949","authorIdStr":"3470170053099949"},"themes":[],"htmlText":"<a href=\"https://laohu8.com/S/UBER\">$优步(UBER)$</a>没人敢打uber这段时间","listText":"<a href=\"https://laohu8.com/S/UBER\">$优步(UBER)$</a>没人敢打uber这段时间","text":"$优步(UBER)$没人敢打uber这段时间","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":0,"commentSize":0,"repostSize":0,"link":"https://laohu8.com/post/965420115","isVote":1,"tweetType":1,"viewCount":277,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"CN","totalScore":0},{"id":914057839,"gmtCreate":1580993873621,"gmtModify":1704343148843,"author":{"id":"3470170053099949","authorId":"3470170053099949","name":"锁定","avatar":"https://static.tigerbbs.com/8c1508589b38bd9471e0792440e49fb9","crmLevel":7,"crmLevelSwitch":0,"followedFlag":false,"idStr":"3470170053099949","authorIdStr":"3470170053099949"},"themes":[],"htmlText":"可以不看好,做空就是赌博","listText":"可以不看好,做空就是赌博","text":"可以不看好,做空就是赌博","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":0,"commentSize":0,"repostSize":0,"link":"https://laohu8.com/post/914057839","repostId":"2009256615","repostType":2,"repost":{"id":"2009256615","kind":"news","pubTimestamp":1580990561,"share":"https://www.laohu8.com/m/news/2009256615?lang=&edition=full","pubTime":"2020-02-06 20:02","market":"us","language":"zh","title":"癫狂,是时候做空特斯拉了?","url":"https://stock-news.laohu8.com/highlight/detail?id=2009256615","media":"牛牛圈","summary":"来源:牛牛圈 作者:花大虫周一、周二连着两天暴涨,让特斯拉股价呈抛物线,市值更来到1600亿美元。空头不断回补、市场做多情绪空前高涨,大多头甚至喊出7000美元目标价,这么癫狂的氛围,让我联系到20","content":"<html><body><article><p>来源:牛牛圈 作者:花大虫</p><p>周一、周二连着两天暴涨,让<a href=\"https://laohu8.com/S/TSLA\">特斯拉</a>股价呈抛物线,市值更来到1600亿美元。</p><p>空头不断回补、市场做多情绪空前高涨,大多头甚至喊出7000美元目标价,这么癫狂的氛围,让我联系到2017年的比特币。</p><img src=\"https://fid-75186.picgzc.qpic.cn/20200206200247197v2354bhyfq5ja2n\"/><p>特斯拉股价暴涨类似2017年的比特币</p><p><strong>是蓝图,还是泡沫?</strong></p><p>特斯拉2020年将实现全年盈利,这是共识,它在三电领域领先传统车企一个身位,这也是共识,它的自动驾驶、直营模式冲击了传统对手,拥有广阔前景,这些都是事实,但这些优势,真能撑起高达1600亿美元市值?</p><p>2015-2019年,特斯拉平均亏损8-10亿美元。彭博预测,公司2020年约能盈利6亿美元,2021年盈利20亿美元,按周二收盘市值1600亿美元计,分别对应266、80倍PE,按周三收盘市值1300亿美元计,也对应216、60倍PE。</p><p><strong>行业平均只有10</strong><strong>倍估值,特斯拉却动辄60</strong><strong>、80</strong><strong>倍,它优秀在哪?</strong>2019年,丰田、大众的汽车销量都在1000万台上下,营收2800亿美元、盈利数百亿美元级别。相比之下,特斯拉去年仅交付36.7万台。也就是说,特斯拉以大众1/27的销量,就超越后者948亿美元的市值、直逼丰田,甚至还没开始赚钱?</p><img src=\"https://fid-75186.picgzc.qpic.cn/20200206200247754v2351bxh89dtv7c\"/><p>特斯拉市值跃居全球车企第二</p><p><strong>市场上另一个似乎无法辩驳的解释是:特斯拉是汽车界的<a href=\"https://laohu8.com/S/AAPL\">苹果</a>,万亿市值可期。</strong>特斯拉具备自动驾驶、OTA软硬件整合能力,是科技公司,理应享有高估值。但这一逻辑同样站不住脚,因为在2009-2019年这段黄金发展期,苹果市值从数百亿直奔万亿,市盈率却从未超过30倍。</p><img src=\"https://fid-75186.picgzc.qpic.cn/20200206200248795v235khd84ujh3n7\"/><p>苹果历史市盈率未超过30x</p><p>从估值角度无法找到合理解释,那么近期股价的疯狂表现只能归结于两大因素:空头补进、投资者情绪的癫狂。</p><p>不管是对比同行,还是苹果,<strong>特斯拉当前的市值都已经脱离基本面,成了一个「大泡沫」。</strong></p><p>在目前价格,许多人却还夸夸其谈、信誓旦旦喊出万亿市值,这种人看似机灵,其实是赌性上头,非蠢即坏。赌性,应该就是最难克服的,赌过,赢过,最后输光。</p><p><strong>飞得再高,也难免坠落</strong></p><p>除比特币外,市场近期对特斯拉的狂热还和过去一些其他著名泡沫类似,比如21世纪初的互联网泡沫。</p><p>1999年全球移动通信迎来3G时代,手机芯片这条广阔赛道被打开,而芯片制造商<a href=\"https://laohu8.com/S/QCOM\">高通</a>正是代表这一趋势最纯粹的概念股。高通是一家十分优秀的企业,但它在1999年的股价涨幅已经远超过其长期价值,目前特斯拉也处在类似氛围中,说句难听的,1999年的高通或许是特斯拉的前车之鉴。</p><p>特斯拉该如何正确估值,是否参照车企/苹果,每个人有不同理解。但<strong>当下借着癫狂情绪、市场先生助力,是时候做空特斯拉!</strong></p><img src=\"https://fid-75186.picgzc.qpic.cn/20200206200249600v2350isiqvrthd9\"/><p>高通历史股价</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\" 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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癫狂,是时候做空特斯拉了?\n</h2>\n\n<h4 class=\"meta\">\n\n\n2020-02-06 20:02 北京时间 <a href=http://gu.qq.com/resources/shy/news/detail-v2/index.html#/?id=nesSN202002062003047a3ed17f&s=b><strong>牛牛圈</strong></a>\n\n\n</h4>\n\n</header>\n<article>\n<div>\n<p>来源:牛牛圈 作者:花大虫周一、周二连着两天暴涨,让特斯拉股价呈抛物线,市值更来到1600亿美元。空头不断回补、市场做多情绪空前高涨,大多头甚至喊出7000美元目标价,这么癫狂的氛围,让我联系到2017年的比特币。特斯拉股价暴涨类似2017年的比特币是蓝图,还是泡沫?特斯拉2020年将实现全年盈利,这是共识,它在三电领域领先传统车企一个身位,这也是共识,它的自动驾驶、直营模式冲击了传统对手,拥有...</p>\n\n<a href=\"http://gu.qq.com/resources/shy/news/detail-v2/index.html#/?id=nesSN202002062003047a3ed17f&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/577e499e898d722a6d935282f36956a3","relate_stocks":{"TSLA":"特斯拉"},"source_url":"http://gu.qq.com/resources/shy/news/detail-v2/index.html#/?id=nesSN202002062003047a3ed17f&s=b","is_english":false,"share_image_url":"https://static.laohu8.com/9a95c1376e76363c1401fee7d3717173","article_id":"2009256615","content_text":"来源:牛牛圈 作者:花大虫周一、周二连着两天暴涨,让特斯拉股价呈抛物线,市值更来到1600亿美元。空头不断回补、市场做多情绪空前高涨,大多头甚至喊出7000美元目标价,这么癫狂的氛围,让我联系到2017年的比特币。特斯拉股价暴涨类似2017年的比特币是蓝图,还是泡沫?特斯拉2020年将实现全年盈利,这是共识,它在三电领域领先传统车企一个身位,这也是共识,它的自动驾驶、直营模式冲击了传统对手,拥有广阔前景,这些都是事实,但这些优势,真能撑起高达1600亿美元市值?2015-2019年,特斯拉平均亏损8-10亿美元。彭博预测,公司2020年约能盈利6亿美元,2021年盈利20亿美元,按周二收盘市值1600亿美元计,分别对应266、80倍PE,按周三收盘市值1300亿美元计,也对应216、60倍PE。行业平均只有10倍估值,特斯拉却动辄60、80倍,它优秀在哪?2019年,丰田、大众的汽车销量都在1000万台上下,营收2800亿美元、盈利数百亿美元级别。相比之下,特斯拉去年仅交付36.7万台。也就是说,特斯拉以大众1/27的销量,就超越后者948亿美元的市值、直逼丰田,甚至还没开始赚钱?特斯拉市值跃居全球车企第二市场上另一个似乎无法辩驳的解释是:特斯拉是汽车界的苹果,万亿市值可期。特斯拉具备自动驾驶、OTA软硬件整合能力,是科技公司,理应享有高估值。但这一逻辑同样站不住脚,因为在2009-2019年这段黄金发展期,苹果市值从数百亿直奔万亿,市盈率却从未超过30倍。苹果历史市盈率未超过30x从估值角度无法找到合理解释,那么近期股价的疯狂表现只能归结于两大因素:空头补进、投资者情绪的癫狂。不管是对比同行,还是苹果,特斯拉当前的市值都已经脱离基本面,成了一个「大泡沫」。在目前价格,许多人却还夸夸其谈、信誓旦旦喊出万亿市值,这种人看似机灵,其实是赌性上头,非蠢即坏。赌性,应该就是最难克服的,赌过,赢过,最后输光。飞得再高,也难免坠落除比特币外,市场近期对特斯拉的狂热还和过去一些其他著名泡沫类似,比如21世纪初的互联网泡沫。1999年全球移动通信迎来3G时代,手机芯片这条广阔赛道被打开,而芯片制造商高通正是代表这一趋势最纯粹的概念股。高通是一家十分优秀的企业,但它在1999年的股价涨幅已经远超过其长期价值,目前特斯拉也处在类似氛围中,说句难听的,1999年的高通或许是特斯拉的前车之鉴。特斯拉该如何正确估值,是否参照车企/苹果,每个人有不同理解。但当下借着癫狂情绪、市场先生助力,是时候做空特斯拉!高通历史股价","news_type":1},"isVote":1,"tweetType":1,"viewCount":550,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"CN","totalScore":0},{"id":915258129,"gmtCreate":1580840647661,"gmtModify":1704342595714,"author":{"id":"3470170053099949","authorId":"3470170053099949","name":"锁定","avatar":"https://static.tigerbbs.com/8c1508589b38bd9471e0792440e49fb9","crmLevel":7,"crmLevelSwitch":0,"followedFlag":false,"idStr":"3470170053099949","authorIdStr":"3470170053099949"},"themes":[],"htmlText":"**","listText":"**","text":"**","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":0,"commentSize":0,"repostSize":0,"link":"https://laohu8.com/post/915258129","repostId":"2009647155","repostType":2,"repost":{"id":"2009647155","kind":"news","pubTimestamp":1580839787,"share":"https://www.laohu8.com/m/news/2009647155?lang=&edition=full","pubTime":"2020-02-05 02:09","market":"us","language":"zh","title":"沙特公共投资基金2019年四季度几乎清仓特斯拉","url":"https://stock-news.laohu8.com/highlight/detail?id=2009647155","media":"腾讯证券","summary":"腾讯证券2月5日讯,据CNBC报道,一份最新提交的文件显示,沙特公共投资基金(Saudi Arabia Public Investment Fund)在2019年第四季度卖出了39000股特斯拉的股票","content":"<html><body><article><img src=\"http://inews.gtimg.com/newsapp_match/0/10437355948/0\"/><p><a href=\"https://laohu8.com/S/00700\">腾讯</a>证券2月5日讯,据CNBC报道,一份最新提交的文件显示,沙特公共投资基金(Saudi Arabia Public Investment Fund)在2019年第四季度卖出了39000股<a href=\"https://laohu8.com/S/TSLA\">特斯拉</a>的股票。</p><p>根据InsiderScore.com的数据,这相当于该基金持有的特斯拉的股票的99.5%。</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\" 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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沙特公共投资基金2019年四季度几乎清仓特斯拉\n</h2>\n\n<h4 class=\"meta\">\n\n\n2020-02-05 02:09 北京时间 <a href=http://gu.qq.com/resources/shy/news/detail-v2/index.html#/?id=nesSN202002050210527a3dfd14&s=b><strong>腾讯证券</strong></a>\n\n\n</h4>\n\n</header>\n<article>\n<div>\n<p>腾讯证券2月5日讯,据CNBC报道,一份最新提交的文件显示,沙特公共投资基金(Saudi Arabia Public Investment Fund)在2019年第四季度卖出了39000股特斯拉的股票。根据InsiderScore.com的数据,这相当于该基金持有的特斯拉的股票的99.5%。</p>\n\n<a href=\"http://gu.qq.com/resources/shy/news/detail-v2/index.html#/?id=nesSN202002050210527a3dfd14&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/70e102e507c2847f752c0a95880de78e","relate_stocks":{"TSLA":"特斯拉"},"source_url":"http://gu.qq.com/resources/shy/news/detail-v2/index.html#/?id=nesSN202002050210527a3dfd14&s=b","is_english":false,"share_image_url":"https://static.laohu8.com/9a95c1376e76363c1401fee7d3717173","article_id":"2009647155","content_text":"腾讯证券2月5日讯,据CNBC报道,一份最新提交的文件显示,沙特公共投资基金(Saudi Arabia Public Investment Fund)在2019年第四季度卖出了39000股特斯拉的股票。根据InsiderScore.com的数据,这相当于该基金持有的特斯拉的股票的99.5%。","news_type":1},"isVote":1,"tweetType":1,"viewCount":674,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"EN","totalScore":0}],"lives":[]}