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CN大空头

CN大空头

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05-29

$中国中免(01880)$ 病态企业

05-18

$Faraday Future(FFIE)$ 转移阵地Vfs了兄弟们，用不了多久你会见证另一个奇迹。

03-13

$Faraday Future(FFIE)$ 贾骗子祖宗十八代都被骂了吧

03-07

$Faraday Future(FFIE)$ 骗子贾继续行骗，没意思啊底线和良知。估计继续合骨然后退市能骗一点是一点谁信谁倒霉

03-02

$Faraday Future(FFIE)$ 据说贾骗子在帮别人把马内洗到海外去，你们觉得是真的吗？顺便吸收了咱们这群小散户的，到时候乡绅富豪的钱完璧归赵，小三的钱对半平分？贾骗子真的是黑

03-01

王八贾！你咋好意思说呢？

大错误！贾跃亭评苹果放弃造车

02-22

$Faraday Future(FFIE)$ 老贾个王九蛋

02-08

真无敌老贾大骗子

又交付一台！奥斯卡奖得主喜提FF 91 贾跃亭：FF重要里程碑

02-08

$Faraday Future(FFIE)$ 喂了狗了真牛👍

02-07

$Faraday Future(FFIE)$ 老贾真王八蛋

2023-12-15

$Faraday Future(FFIE)$ 是不是已经快到30天连续低于1美元了，触发退市条件了吧？哪天退市退市后你怎么怎能办？

2023-12-09

$Faraday Future(FFIE)$ 来来来大家一起砸！知行合一看空做空

2023-12-09

笑死跌下90%和再翻倍能一样吗？你是看百分比炒股的吗

@跑慢慢:$Faraday Future(FFIE)$ 之前下跌这么多人骂，现在涨了，怎么不出来夸一下

2023-12-08

$Faraday Future(FFIE)$ 怎么不跌了？？？到0.11抄底呢

2023-12-06

笑死😆 这人是真不值得信任，可是问题来了，他为什么总能圈到钱[笑哭]

@江山美如画:$Faraday Future(FFIE)$ 到贾跃亭拼人品的时刻了

2023-11-30

$VinFast Auto(VFS)$ 笑死😆 这位五星上将顶级分析师公开喊单，是亏急眼了嘛？肯定是90那波买下来的哈哈哈

2023-11-27

$Faraday Future(FFIE)$ 老贾不愧是割韭菜大王，大小韭菜老贾所过之处寸草不生！

2023-10-26

$VinFast Auto(VFS)$ 直接翻个倍干到10+？

2023-10-17

vinfast的技术是买的宝马老一代生产线吧？东南亚市场还是有的

“越南许家印”的造车梦还没醒来

2023-10-04

$Coinbase Global, Inc.(COIN)$ ct崩盘了啊……

去老虎APP查看更多动态

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继续行骗，没意思啊底线和良知。估计继续合骨 然后退市 能骗一点是一点 谁信谁倒霉","text":"$Faraday Future(FFIE)$ 骗子贾 继续行骗，没意思啊底线和良知。估计继续合骨 然后退市 能骗一点是一点 谁信谁倒霉","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":3,"commentSize":0,"repostSize":0,"link":"https://laohu8.com/post/281784205963416","isVote":1,"tweetType":1,"viewCount":1242,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"CN","totalScore":0},{"id":279721532285136,"gmtCreate":1709312807241,"gmtModify":1709312808718,"author":{"id":"3492641226929564","authorId":"3492641226929564","name":"CN大空头","avatar":"https://static.tigerbbs.com/7456760c7e584fab60a8338cdd2aa3e0","crmLevel":8,"crmLevelSwitch":0,"followedFlag":false,"authorIdStr":"3492641226929564","idStr":"3492641226929564"},"themes":[],"htmlText":"<a href=\"https://laohu8.com/S/FFIE\">$Faraday Future(FFIE)$&nbsp;</a><v-v data-views=\"0\"></v-v>据说贾骗子在帮别人把马内洗到海外去，你们觉得是真的吗？顺便吸收了咱们这群小散户的，到时候乡绅富豪的钱完璧归赵，小三的钱对半平分？ 贾骗子真的是黑","listText":"<a href=\"https://laohu8.com/S/FFIE\">$Faraday Future(FFIE)$&nbsp;</a><v-v data-views=\"0\"></v-v>据说贾骗子在帮别人把马内洗到海外去，你们觉得是真的吗？顺便吸收了咱们这群小散户的，到时候乡绅富豪的钱完璧归赵，小三的钱对半平分？ 贾骗子真的是黑","text":"$Faraday Future(FFIE)$ 据说贾骗子在帮别人把马内洗到海外去，你们觉得是真的吗？顺便吸收了咱们这群小散户的，到时候乡绅富豪的钱完璧归赵，小三的钱对半平分？ 贾骗子真的是黑","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":1,"commentSize":1,"repostSize":0,"link":"https://laohu8.com/post/279721532285136","isVote":1,"tweetType":1,"viewCount":2003,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"CN","totalScore":0},{"id":279651253244184,"gmtCreate":1709295709293,"gmtModify":1709298297443,"author":{"id":"3492641226929564","authorId":"3492641226929564","name":"CN大空头","avatar":"https://static.tigerbbs.com/7456760c7e584fab60a8338cdd2aa3e0","crmLevel":8,"crmLevelSwitch":0,"followedFlag":false,"authorIdStr":"3492641226929564","idStr":"3492641226929564"},"themes":[],"htmlText":"王八贾！你咋好意思说呢？","listText":"王八贾！你咋好意思说呢？","text":"王八贾！你咋好意思说呢？","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":0,"commentSize":0,"repostSize":0,"link":"https://laohu8.com/post/279651253244184","repostId":"2416880638","repostType":2,"repost":{"id":"2416880638","kind":"highlight","pubTimestamp":1709254697,"share":"https://www.laohu8.com/m/news/2416880638?lang=&edition=full","pubTime":"2024-03-01 08:58","market":"hk","language":"zh","title":"大错误！贾跃亭评苹果放弃造车","url":"https://stock-news.laohu8.com/highlight/detail?id=2416880638","media":"金融界","summary":"2月29日，法拉第未来创始人、乐视创始人贾跃亭发表文章评价称“库克终究不是乔布斯，苹果放弃造车是个大错误。”贾跃亭写道，“苹果公司决定放弃投入长达十年的造车项目，我其实非常失望。”他认为，苹果放弃造车是苹果生态系统中AI终端侧的最大缺失，苹果将失去通过AI垂直整合汽车生态的历史机遇，对于用户和产业也将是个遗憾。在2023年FF 91 Futurist量产发布会上，贾跃亭表示自己为梦想窒息了9年。","content":"<html><body><div>\n<p>2月29日，法拉第未来（FF）创始人、乐视创始人贾跃亭发表文章评价称“库克终究不是乔布斯，<a href=\"https://laohu8.com/S/AAPL\">苹果</a>放弃造车是个大错误。”贾跃亭写道，“苹果公司决定放弃投入长达十年的造车项目，我其实非常失望。”他认为，苹果放弃造车是苹果生态系统中AI（人工智能）终端侧的最大缺失，苹果将失去通过AI垂直整合汽车生态的历史机遇，对于用户和产业也将是个遗憾。同时，贾跃亭还抨击苹果公司CEO蒂姆·库克称，“库克终究不是我心目中的乔布斯，他可以守住乔布斯打下的iPhone江山，但却似乎无法开创AI电动出行未来，这是顶尖职业经理人和伟大创始人的差别。”此外，他还表示自己将坚持造车，“坚持造车10年的FF对这一过程感同身受，然而我们却一直坚信FF的独特价值和战略方向，即使苹果放弃造车，我们也永不放弃，直到成功。”</p><p>公开资料显示，FF于2014年成立，但其第一辆量产车FF 91历时九年才下线。在2023年FF 91 Futurist量产发布会上，贾跃亭表示自己为梦想窒息了9年。不过，根据官方数据，2023年FF总共完成了10台FF 91的交付。</p>\n<div>\n<div>\r\n            责任编辑：李欣\r\n          </div>\n</div>\n</div></body></html>","source":"jinrongjie_highlight","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>大错误！贾跃亭评苹果放弃造车</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; 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class=\"title\">\n大错误！贾跃亭评苹果放弃造车\n</h2>\n\n<h4 class=\"meta\">\n\n\n2024-03-01 08:58 北京时间&nbsp;&nbsp;&nbsp;<a href=https://usstock.jrj.com.cn/2024/03/01085839694016.shtml><strong>金融界</strong></a>\n\n\n</h4>\n\n</header>\n<article>\n<div>\n<p>2月29日，法拉第未来（FF）创始人、乐视创始人贾跃亭发表文章评价称“库克终究不是乔布斯，苹果放弃造车是个大错误。”贾跃亭写道，“苹果公司决定放弃投入长达十年的造车项目，我其实非常失望。”他认为，苹果放弃造车是苹果生态系统中AI（人工智能）终端侧的最大缺失，苹果将失去通过AI垂直整合汽车生态的历史机遇，对于用户和产业也将是个遗憾。同时，贾跃亭还抨击苹果公司CEO蒂姆·库克称，“库克终究不是我心目中...</p>\n\n<a href=\"https://usstock.jrj.com.cn/2024/03/01085839694016.shtml\">Web Link</a>\n\n</div>\n\n\n</article>\n</div>\n</body>\n</html>\n","type":0,"thumbnail":"","relate_stocks":{"BK4527":"明星科技股","LU0234572021.USD":"高盛美国核心股票组合Acc","BK4501":"段永平概念","LU0109392836.USD":"富兰克林科技股A","BK4579":"人工智能","LU0353189763.USD":"ALLSPRING  US ALL CAP GROWTH FUND \"I\" (USD) ACC","BK4588":"碎股","IE00BZ1G4Q59.USD":"LEGG MASON CLEARBRIDGE US EQUITY SUSTAINABILITY LEADER \"A\"(USD) INC (A)","LU0011850046.USD":"贝莱德全球长线股票 A2 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ACC"},"source_url":"https://usstock.jrj.com.cn/2024/03/01085839694016.shtml","is_english":false,"share_image_url":"https://static.laohu8.com/e9f99090a1c2ed51c021029395664489","article_id":"2416880638","content_text":"2月29日，法拉第未来（FF）创始人、乐视创始人贾跃亭发表文章评价称“库克终究不是乔布斯，苹果放弃造车是个大错误。”贾跃亭写道，“苹果公司决定放弃投入长达十年的造车项目，我其实非常失望。”他认为，苹果放弃造车是苹果生态系统中AI（人工智能）终端侧的最大缺失，苹果将失去通过AI垂直整合汽车生态的历史机遇，对于用户和产业也将是个遗憾。同时，贾跃亭还抨击苹果公司CEO蒂姆·库克称，“库克终究不是我心目中的乔布斯，他可以守住乔布斯打下的iPhone江山，但却似乎无法开创AI电动出行未来，这是顶尖职业经理人和伟大创始人的差别。”此外，他还表示自己将坚持造车，“坚持造车10年的FF对这一过程感同身受，然而我们却一直坚信FF的独特价值和战略方向，即使苹果放弃造车，我们也永不放弃，直到成功。”公开资料显示，FF于2014年成立，但其第一辆量产车FF 91历时九年才下线。在2023年FF 91 Futurist量产发布会上，贾跃亭表示自己为梦想窒息了9年。不过，根据官方数据，2023年FF总共完成了10台FF 91的交付。\n\n\r\n            责任编辑：李欣","news_type":1},"isVote":1,"tweetType":1,"viewCount":825,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"CN","totalScore":0},{"id":276541864464456,"gmtCreate":1708543486106,"gmtModify":1708543487077,"author":{"id":"3492641226929564","authorId":"3492641226929564","name":"CN大空头","avatar":"https://static.tigerbbs.com/7456760c7e584fab60a8338cdd2aa3e0","crmLevel":8,"crmLevelSwitch":0,"followedFlag":false,"authorIdStr":"3492641226929564","idStr":"3492641226929564"},"themes":[],"htmlText":"<a href=\"https://laohu8.com/S/FFIE\">$Faraday Future(FFIE)$&nbsp;</a>老贾个王九蛋","listText":"<a href=\"https://laohu8.com/S/FFIE\">$Faraday Future(FFIE)$&nbsp;</a>老贾个王九蛋","text":"$Faraday Future(FFIE)$ 老贾个王九蛋","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":1,"commentSize":0,"repostSize":0,"link":"https://laohu8.com/post/276541864464456","isVote":1,"tweetType":1,"viewCount":1293,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"CN","totalScore":0},{"id":271759410028712,"gmtCreate":1707385274915,"gmtModify":1707385276695,"author":{"id":"3492641226929564","authorId":"3492641226929564","name":"CN大空头","avatar":"https://static.tigerbbs.com/7456760c7e584fab60a8338cdd2aa3e0","crmLevel":8,"crmLevelSwitch":0,"followedFlag":false,"authorIdStr":"3492641226929564","idStr":"3492641226929564"},"themes":[],"htmlText":"真无敌 老贾大骗子","listText":"真无敌 老贾大骗子","text":"真无敌 老贾大骗子","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":0,"commentSize":0,"repostSize":0,"link":"https://laohu8.com/post/271759410028712","repostId":"2409840597","repostType":2,"repost":{"id":"2409840597","kind":"news","pubTimestamp":1707350171,"share":"https://www.laohu8.com/m/news/2409840597?lang=&edition=full","pubTime":"2024-02-08 07:56","market":"hk","language":"zh","title":"又交付一台！奥斯卡奖得主喜提FF 91  贾跃亭：FF重要里程碑","url":"https://stock-news.laohu8.com/highlight/detail?id=2409840597","media":"快科技","summary":"快科技2月8日消息，日前，法拉第未来 宣布向Motev公司交付FF 91 2.0 Futurist Alliance。据介绍，FF 91 2.0 Futurist Alliance将加入Motev车队，参与VIP专车运营。“Motev是FF首个B2B企业级客户和共创伙伴，此次交付是FF共创共享价值观和商业理念2B和2C全面推进的重要里程碑。”根据FF数据，2023年FF完成10台FF 91 2.0 Futurist Alliance的交付，这意味着贾跃亭造车9年仅交付了10台车，其中有一台还是贾跃亭自己的。","content":"<html><body><p>快科技2月8日消息，日前，<strong>法拉第未来（FaradayFuture，即“FF”）宣布向Motev公司交付FF 91 2.0 Futurist Alliance（未来主义者联盟版）。</strong></p><p>据悉，Motev是一家可持续<a href=\"https://laohu8.com/S/DLX\">豪华</a>运输服务的企业，由奥斯卡金像奖得主摩根·弗里曼（Morgan Freeman）和罗伯特·加斯基尔（Robert Gaskill）共同创立。</p><p><img src=\"https://x0.ifengimg.com/ucms/2024_06/FBE91EAF179E57247FC77B7BEDD853CE7B96066A_size148_w600_h414.jpg\"/></p><p>据介绍，FF 91 2.0 Futurist Alliance将加入Motev车队，参与VIP专车运营。</p><p>FF创始人贾跃亭表示，“随着FF 91 2.0加入Motev的豪华车队，投入到日常接送好莱坞明星的服务中，更多塔尖用户和名人明星将有机会体验到FF 的极智科技顶奢的产品和品牌，这也将通过共创持续提升FF 91 2.0产品力和技术力，并保持行业领先地位。”</p><p><strong>“Motev是FF首个B2B企业级客户和共创伙伴，此次交付是FF共创共享价值观和商业理念2B和2C全面推进的重要里程碑。”</strong>贾跃亭说。</p><p><img src=\"https://x0.ifengimg.com/ucms/2024_06/B4C59CFB03E8FAEDC17D7E0AB60F046C1C57106E_size371_w600_h628.png\"/></p><p>根据FF数据，<strong>2023年FF完成10台FF 91 2.0 Futurist Alliance的交付，</strong>这意味着贾跃亭造车9年仅交付了10台车，其中有一台还是贾跃亭自己的。</p><p><img src=\"https://x0.ifengimg.com/ucms/2024_06/C2F985F93A17425C13DE4114037E1EC36C072E8D_size207_w600_h448.jpg\"/></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>又交付一台！奥斯卡奖得主喜提FF 91  贾跃亭：FF重要里程碑</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; 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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又交付一台！奥斯卡奖得主喜提FF 91  贾跃亭：FF重要里程碑\n</h2>\n\n<h4 class=\"meta\">\n\n\n2024-02-08 07:56 北京时间&nbsp;&nbsp;&nbsp;<a href=https://tech.ifeng.com/c/8X03bNzlt6J><strong>快科技</strong></a>\n\n\n</h4>\n\n</header>\n<article>\n<div>\n<p>快科技2月8日消息，日前，法拉第未来（FaradayFuture，即“FF”）宣布向Motev公司交付FF 91 2.0 Futurist Alliance（未来主义者联盟版）。据悉，Motev是一家可持续豪华运输服务的企业，由奥斯卡金像奖得主摩根·弗里曼（Morgan Freeman）和罗伯特·加斯基尔（Robert Gaskill）共同创立。据介绍，FF 91 2.0 Futurist ...</p>\n\n<a href=\"https://tech.ifeng.com/c/8X03bNzlt6J\">Web Link</a>\n\n</div>\n\n\n</article>\n</div>\n</body>\n</html>\n","type":0,"thumbnail":"","relate_stocks":{"FF":"FutureFuel Corporation","BK4555":"新能源车","FFIE":"Faraday Future","BK4099":"汽车制造商","BK4109":"特种化学制品","BK4138":"石油与天然气的炼制和营销"},"source_url":"https://tech.ifeng.com/c/8X03bNzlt6J","is_english":false,"share_image_url":"https://static.laohu8.com/e9f99090a1c2ed51c021029395664489","article_id":"2409840597","content_text":"快科技2月8日消息，日前，法拉第未来（FaradayFuture，即“FF”）宣布向Motev公司交付FF 91 2.0 Futurist Alliance（未来主义者联盟版）。据悉，Motev是一家可持续豪华运输服务的企业，由奥斯卡金像奖得主摩根·弗里曼（Morgan Freeman）和罗伯特·加斯基尔（Robert Gaskill）共同创立。据介绍，FF 91 2.0 Futurist 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直接翻个倍干到10+？","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":0,"commentSize":0,"repostSize":0,"link":"https://laohu8.com/post/234409111863328","isVote":1,"tweetType":1,"viewCount":1456,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"CN","totalScore":0},{"id":231619340709960,"gmtCreate":1697556434552,"gmtModify":1697556436087,"author":{"id":"3492641226929564","authorId":"3492641226929564","name":"CN大空头","avatar":"https://static.tigerbbs.com/7456760c7e584fab60a8338cdd2aa3e0","crmLevel":8,"crmLevelSwitch":0,"followedFlag":false,"authorIdStr":"3492641226929564","idStr":"3492641226929564"},"themes":[],"htmlText":"vinfast的技术是买的宝马老一代生产线吧？东南亚市场还是有的","listText":"vinfast的技术是买的宝马老一代生产线吧？东南亚市场还是有的","text":"vinfast的技术是买的宝马老一代生产线吧？东南亚市场还是有的","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":0,"commentSize":0,"repostSize":0,"link":"https://laohu8.com/post/231619340709960","repostId":"1140719803","repostType":2,"repost":{"id":"1140719803","kind":"news","weMediaInfo":{"introduction":"甲子光年是一家科技智库，包含智库、媒体、社群、企业服务版块，立足于中国科技创新前沿阵地，动态跟踪头部科技企业发展和传统产业技术升级案例，致力于推动人工智能、大数据、物联网、云计算、信息安全、金融科技、大健康等科技创新在产业之中的应用与落地。","home_visible":1,"media_name":"甲子光年","id":"1060712205","head_image":"https://static.tigerbbs.com/d8d8917446074b2faa502a5c7b6e804c"},"pubTimestamp":1697541329,"share":"https://www.laohu8.com/m/news/1140719803?lang=&edition=full","pubTime":"2023-10-17 19:15","market":"us","language":"zh","title":"“越南许家印”的造车梦还没醒来","url":"https://stock-news.laohu8.com/highlight/detail?id=1140719803","media":"甲子光年","summary":"潘日旺是否会走出一条不同于许家印的路。一场华尔街资本的泡沫，快速破灭，但“越南许家印”潘日旺的造车梦还没有醒来。VinFast股价的骤升骤落，创造了近年来最大的电动汽车泡沫。类似的话许家印也说过，那时恒大还没倒下。","content":"<html><head></head><body><blockquote><p>潘日旺是否会走出一条不同于许家印的路。</p></blockquote><p style=\"text-align: justify;\">越南首富潘日旺是有造车梦的。</p><p style=\"text-align: justify;\">创办新能源车公司VinFast、进入美国市场、登陆纳斯达克、股价暴涨、成为全球市值第三车企、吸引全球目光。</p><p style=\"text-align: justify;\">这种爽文主人公的剧情，真实发生了。</p><p style=\"text-align: justify;\">但是，好景不长，不到一个月，VinFast就跌破了发行价。如今，VinFast市值仅剩152.29亿美元，相较最高点已蒸发1900多亿美元——超过了一个英特尔的市值（约1531亿美元）。</p><p style=\"text-align: justify;\">在电影《华尔街2：金钱永不眠》中，投行大佬詹姆斯身边总跟着一位拄着拐杖的年迈老人——他的招牌动作是吹口哨，用手比划空气中的风。这个动作就像是在说，市值和股价“随风而来，又随风而去”。</p><p style=\"text-align: justify;\">同样出身普通家庭，同样是房地产起家，同样是造车，同样有着宏伟梦想，同样是市值蒸发，这很难不让人把潘日旺和许家印联想起来。</p><p style=\"text-align: justify;\">10月16日，VinFast首席执行官黎氏秋水表示，该公司计划从印尼开始大举进军东南亚市场，并预计最终将筹集“大量资金”，以推动其全球扩张计划。</p><p style=\"text-align: justify;\">一场华尔街资本的泡沫，快速破灭，但“越南许家印”潘日旺的造车梦还没有醒来。</p><p style=\"text-align: justify;\"><strong>1.华尔街资本造梦</strong></p><p class=\"t-img-caption\"><img src=\"https://static.tigerbbs.com/51bf76b216efa898ffb0f585906e04c5\" alt=\"VinFast上市，图片来源：纳斯达克\" title=\"VinFast上市，图片来源：纳斯达克\" tg-width=\"750\" tg-height=\"420\"/><span>VinFast上市，图片来源：纳斯达克</span></p><p style=\"text-align: justify;\">2023年8月15日，越南第一家新能源车品牌VinFast以SPAC（特殊目的收购公司）的形式登陆纳斯达克。这家公司成立于2017年，是越南最大上市企业之一Vingroup的控股子公司，可以说肩负着越南民族汽车产业的希望。当时，作为公司创始人的潘日旺放出豪言，将特斯拉设为对标企业。</p><p style=\"text-align: justify;\">但是，VinFast在二级市场上并未完全按照特斯拉的“剧本”来演。</p><p style=\"text-align: justify;\">上市第一天，VinFast股价大涨254.64%，收盘总市值约为857.9亿美元，超越通用汽车、宝马汽车等一批传统汽车龙头企业。</p><p style=\"text-align: justify;\">9个交易日后，VinFast公司进一步创造纪录，8月28日收盘总市值超过1900亿美元，盘中市值一度超过2100亿美元。上市仅10天，VinFast一跃成为全球第三大市值车企，仅次于特斯拉和丰田汽车。</p><p style=\"text-align: justify;\">VinFast市值突破2000亿美元的速度有多夸张？特斯拉花了3600个交易日才达到2000亿美元市值，而英伟达花了超过7700个交易日。</p><p style=\"text-align: justify;\">然后，就是“震惊”市场的暴跌。</p><p class=\"t-img-caption\"><img src=\"https://static.tigerbbs.com/643e911221bdd5ef62c2072c2789f25c\" alt=\"VinFast股价走势\" title=\"VinFast股价走势\" tg-width=\"560\" tg-height=\"240\"/><span>VinFast股价走势</span></p><p style=\"text-align: justify;\">历经了过山车式的股价波动后，10月5日，VinFast交出了上市后首份财报。</p><p style=\"text-align: justify;\">财报显示，2023年上半年公司营收为4.17亿美元，净亏损为11.2亿美元。VinFast在2023年二季报电话会议上表示，截止今年上半年，公司仅交付了11315辆汽车，甚至其中的7100辆还是卖给了母公司Vingroup控股的出租车子公司Green and Smart Mobility。VinFast预计2023年交付4万辆车到5万辆车，但目前实际进展还不及计划的四分之一。</p><p style=\"text-align: justify;\">魔幻的资本故事背后，离不开创始人潘日旺（Pham Nhat Vuong）的“神来之笔”。因为潘日旺主要通过他的企业集团Vingroup JSC控制着VinFast 99%的股票，仅留下了一小部分流通股供其他投资者进行交易。这意味着即使潘日旺本人操作相对较小规模的交易，都有可能对股价产生重大影响。</p><p style=\"text-align: justify;\">这1%的流通股饶有意味。促成股价大涨的直接原因，与VinFast不到1%的流通股数量密切有关，这意味在几乎没有做空压力下的情况下，大大提升了炒作股价的容易度。</p><p style=\"text-align: justify;\">但这同时也为潘日旺本人带来了巨额的收益。潘日旺拥有该公司99%的股份，身家飙升了390亿美元，使他一跃成为世界第16大富豪、亚洲第5大富豪。</p><p style=\"text-align: justify;\">财富来的也快，去的也快。VinFast股价的骤升骤落，创造了近年来最大的电动汽车泡沫。Poise Investment的经济学家谢里夫·奥斯曼表示：“VinFast公司的股价所经历的变化，与特斯拉、尼古拉等电动汽车公司的股价在几年前所经历的变化并无不同。我们看到的是，股价因人们对电动汽车行业的热情而出现投机性的大幅上涨。”</p><p style=\"text-align: justify;\">美国某投资银行人士高凯向「甲子光年」表示，VinFast突然变成了稀缺品的原因主要有：低流通量、散户投资者的涌入、华尔街缺乏成长性资产投资主题过久，并且越南当地制造业水平仍然贫瘠，过于透支了越南当地汽车市场的想象力。</p><p style=\"text-align: justify;\">另一家电动汽车制造商Lucid和VinFast如出一辙，同样在打击华尔街投资者的信心，过去，Lucid和Rivian一度被视为特斯拉最大的竞争对手。但如今，Lucid已从2022年11月时55美元/股的高点，又跌至目前仅5美元/股的水平。</p><p style=\"text-align: justify;\">尽管剧本不太一样，但资本造梦的本质是相通的。</p><p style=\"text-align: justify;\"><strong>2.重走许家印来时的路</strong></p><p style=\"text-align: justify;\">潘日旺的“别称”有很多，“越南许家印”“越南李嘉诚”“越南王健林”，还有他最喜欢的“越南马斯克”，但如今来看，“越南许家印”的标签更符合他。</p><p class=\"t-img-caption\"><img src=\"https://static.tigerbbs.com/01476cfaf811ffde1455f701de3e1204\" alt=\"VinFast创始人潘日旺，图片来源：Yahoo\" title=\"VinFast创始人潘日旺，图片来源：Yahoo\" tg-width=\"640\" tg-height=\"430\"/><span>VinFast创始人潘日旺，图片来源：Yahoo</span></p><p style=\"text-align: justify;\">潘日旺出生在越南一个普通家庭，常年旅居俄罗斯的莫斯科和乌克兰的哈尔科夫。当时，潘日旺凑了1万美元，开了一家越南餐馆。之后，他靠创办一家名为Technocom的食品公司，并推出速食品牌Mivina——这个业务后来被雀巢以1亿美元的价格收购，由此，潘日旺赚到了人生中的第一桶金。</p><p style=\"text-align: justify;\">在房地产这一块，潘日旺要比许家印更早躬身入局。2002年，潘日旺回到越南，在河内创办了Vincom——从事大型购物广场、高端写字楼和公寓开发的企业；此后又创办了Vinpear——专注于酒店、豪华度假村、海滩别墅、水上乐园和高尔夫球场等旅游娱乐的地产项目。2012年，Vincom和Vinpear合并，Vingroup（温纳集团）由此诞生。</p><p style=\"text-align: justify;\">2012年时的越南经济并不景气，彼时的GDP增长率只有5.03%，远低于年初6%至6.5%的目标。可潘日旺不以为然，他在越南各地的豪华房地产开发中继续投入了近40亿美元的流动资金，这是当时越南其他房地产商都不敢想的事。</p><p style=\"text-align: justify;\">潘日旺对此的回应更是令人咋舌：“就算现在给我100亿美元，我也会全部投在建设里，越南的需求太多，我要盖的房子也很多。”</p><p style=\"text-align: justify;\">潘日旺想要的远不止这些，如同Vingroup一位高管描述的，实现了“从摇篮到坟墓的全商业景图”。目光所及越南之处，几乎都有潘日旺的商业版图。Vingroup的迅猛发展，如同不断长出的藤蔓枝条一样，将商业触角逐渐伸到地产、工业、农业、零售、汽车......</p><p style=\"text-align: justify;\">潘日旺和许家印一同开启造车计划的时间线相近，如同许家印一样，潘日旺也信奉“买买买、大大大、好好好、圈圈圈、合合合”的大手笔输血造车策略。成立当年便花费15亿美元建造工厂和研发大楼，并发布了两款车型，但反响平平。首战失利后，潘日旺很快走起了贴牌路线。2019年6月，Vingroup就与通用汽车签订合作协议，获得了通用在越南的生产线。</p><p style=\"text-align: justify;\">为了全部布局VinFast汽车事业，潘日旺从通用、博世、特斯拉挖来了专家和高管，招兵买马组建了团队。潘日旺当时是这样说的：“按照国际常规标准，造一辆汽车需要27-54个月，我们只需要18个月。不是因为删减了细节或流程，而是我们大量招募专家，与数十家科技公司合作。”</p><p style=\"text-align: justify;\">类似的话许家印也说过，那时恒大还没倒下。他在4年前称，恒大造车要用3年到5年的时间，成为全世界规模最大、实力最强的新能源汽车集团。</p><blockquote><p>潘日旺：“我的目标是建立一个全球瞩目的工业品牌，现代和丰田都做到了，为什么越南的公司不行？即便我们不能做到世界最好，至少也要有一个世界排名前五或前十的公司。”</p><p>许家印：“恒大是做房地产的，在造车方面‘一无所有’。我们要实施换道超车，就要走一条不寻常的路，走一条世界历史上所有汽车企业都没有走过的一条路。”</p></blockquote><p style=\"text-align: justify;\">潘日旺的造车愿景像极了许家印，恒大作为前车之鉴，高举高打的激进策略让恒大债务缠身，昔日许家印的首富风光不再，如今处境也让人唏嘘。这让人很难不产生联想，潘日旺会不会是下一个许家印？</p><p style=\"text-align: justify;\">比方说，成立6年至今，潘日旺带领VinFast走上了一条烧钱道路。至今，Vingroup在VinFast上的总投入超过了66亿美元。但潘日旺却认为这种烧钱行为是“明智之举”和“计划中的亏损”，直言不在乎利润，他会更想专注于打市场份额。他还表态，“当我们看到电动汽车领域的机会时，我们全心全意投入其中。”</p><p style=\"text-align: justify;\">恒大在烧光了钱后，走到了变卖资产的结局，潘日旺不会不知道。</p><p style=\"text-align: justify;\">潘日旺和许家印也有一些不同。潘日旺素来低调，公开消息不多，也很少接受媒体采访，甚至是位节俭的首富。有消息称，他有一条皮带用了29年，不过后来他在一次采访中纠正说：“不可能那么长时间，也就10年左右。”</p><p style=\"text-align: justify;\">潘日旺并不避讳去谈失败，他曾在受访时讲到自己在学生时期失败的经商经历：夹克衫进口的生意最初让他赚了很多钱，但越到后来损失越多，最终让他背上了4万美元的“巨额债务”。</p><p style=\"text-align: justify;\">倘若潘日旺的VinFast最后沦为了第二个恒大，折戟于造车的汪洋，不知道他会不会还像谈及之前那次失败那样说：“要对市场变化做出快速反应，虽然经历了很多打击，但是每一次都让我变得更聪明。”</p><p style=\"text-align: justify;\">如果再去翻看2013年时的全球亿万富豪榜，除了宗庆后、李彦宏这些耳熟能详的中国企业家，你或许未曾料到，榜单中第974位的潘日旺，会成为首位上榜的越南人，这甚至要比许家印还要早4年登顶所在国家的首富位置。直到2022年，潘日旺继续以62亿美元的身家霸榜，在越南首富这个位置蝉联了9年。</p><p style=\"text-align: justify;\">他或许会走出一条不一样的路。</p><p style=\"text-align: justify;\"><strong>3.未到“梦醒时分”</strong></p><p style=\"text-align: justify;\">“企业家的道路不是一条直线，会有起伏，但你需要致力于正在做的事情，才会成功。我们的使命是让每个人都能使用电动汽车，与价格相似的同类车辆相比，我们的车辆拥有更多的功能和技术。”</p><p style=\"text-align: justify;\">在纳斯达克敲钟仪式后，VinFast首席执行官黎氏秋水如是说道。</p><p style=\"text-align: justify;\">黎氏秋水当时很动情，“这正是美国的精神，你总是拥抱创业，拥抱挑战现状，拥抱创新和创造力。这就是为什么我们觉得自己非常适合这个市场，我们认为这里的消费者会喜欢我们的。”</p><p style=\"text-align: justify;\">虽然后面发生的股价大幅波动以及财报透露的负面信息，让这些话显得有些格格不入，但从这些话中，也可以感受到潘日旺造车梦之切。</p><p style=\"text-align: justify;\">按照潘日旺的规划，VinFast当下已经来到了进军全球市场的阶段。因此，VinFast在2022年时豪掷了40亿美元，宣布要在北卡罗来纳州建立汽车工厂，计划年产数十万辆电动车。美国当地政府很开心，认为VinFast提供了大量就业机会，就为VinFast争取到了在当地销售电动汽车的许可。现在，VinFast已在美国开始销售两款纯电动SUV——VF8和VF9。</p><p class=\"t-img-caption\"><img src=\"https://static.tigerbbs.com/295fd960bfef32cb019313f0a911b51c\" alt=\"VinFast专卖店与展示车辆，来源：VinFast\" title=\"VinFast专卖店与展示车辆，来源：VinFast\" tg-width=\"600\" tg-height=\"400\"/><span>VinFast专卖店与展示车辆，来源：VinFast</span></p><p style=\"text-align: justify;\">VinFast在加州销售的VF8车型起售价为46000美元，而这与特斯拉或者Lucid等主要竞争对手的汽车售价相比，并未便宜多少。所以不少专家会认为，VinFast要实现其在未来打入美国市场的计划，的确存在一定的难度。</p><p style=\"text-align: justify;\">还需要指出的是，特斯拉汽车的购买者有资格获得价值7500美元的联邦税收抵免，而VinFast汽车的购买者则无法享受此项优惠，因为它并非美国制造的。</p><p style=\"text-align: justify;\">VinFast成为首家向美国出口汽车的越南公司的同时，由于受到业界的差评，并因潜在的安全问题召回了车辆。</p><p style=\"text-align: justify;\">比如在美国销售的第一款电动汽车VF8，3月份在美国加州开始销售，5月就开始召回。原因包括中控荧幕存在软件错误，导致开车时荧幕一片空白。且VF8没有设置仪表板，仅有一片中央荧幕和抬头显示器。</p><p style=\"text-align: justify;\">一位美国车评人评价驾驶体验就像“一辆距离推出还有一年的原型车，它需要大量的改进工作。最令我震惊的是，这是一辆已经开始上市销售的、车主们得自己掏钱去买的汽车”。</p><p style=\"text-align: justify;\">同时，与潘日旺造车愿景相悖的，是越南贫瘠的制造业生态。 在VinFast成立之前，越南甚至没有汽车工业，直到1991年越南汽车工业才真正形成，并从此开始集中发展。如果硬要对比，这确实要比东南亚其他国家晚了大约30年，所以，Vinfast成立初期一度不被看好。</p><p style=\"text-align: justify;\">由于2022年全球经济的不确定性，所以VinFast才将公司上市时间推迟到了2023年，但它是否能完成所说的全球6.5万份预购订单，并在2026年之前每年销售75万辆电动汽车，目前尚不清楚。</p><p style=\"text-align: justify;\">这样来看，潘日旺的造车梦很难圆满。危机已经浮现，潘日旺又该如何应对？</p><p style=\"text-align: justify;\">而VinFast首席执行官黎氏秋水最新给出应对方案是——继续扩张。她认为，东南亚市场有很大的潜力，各国政府正在积极推动电动汽车的普及， “我们打算积极进入东盟，从印尼开始。”据彭博社报道，VinFast将于今年第四季度进入欧洲市场。</p><p style=\"text-align: justify;\">这背后，没有潘日旺的支持是不可能的。</p><p style=\"text-align: justify;\">在经历了“鲜花着锦，烈火烹油”之盛后，潘日旺自然不希望未来的结局是“忽喇喇似大厦倾，昏惨惨似灯将尽”，他的造车梦还在持续。</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>“越南许家印”的造车梦还没醒来</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.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“越南许家印”的造车梦还没醒来\n</h2>\n\n<h4 class=\"meta\">\n\n\n<a class=\"head\" href=\"https://laohu8.com/wemedia/1060712205\">\n\n\n<div class=\"h-thumb\" style=\"background-image:url(https://static.tigerbbs.com/d8d8917446074b2faa502a5c7b6e804c);background-size:cover;\"></div>\n\n<div class=\"h-content\">\n<p class=\"h-name\">甲子光年 </p>\n<p class=\"h-time\">2023-10-17 19:15</p>\n</div>\n\n</a>\n\n\n</h4>\n\n</header>\n<article>\n<html><head></head><body><blockquote><p>潘日旺是否会走出一条不同于许家印的路。</p></blockquote><p style=\"text-align: justify;\">越南首富潘日旺是有造车梦的。</p><p style=\"text-align: justify;\">创办新能源车公司VinFast、进入美国市场、登陆纳斯达克、股价暴涨、成为全球市值第三车企、吸引全球目光。</p><p style=\"text-align: justify;\">这种爽文主人公的剧情，真实发生了。</p><p style=\"text-align: justify;\">但是，好景不长，不到一个月，VinFast就跌破了发行价。如今，VinFast市值仅剩152.29亿美元，相较最高点已蒸发1900多亿美元——超过了一个英特尔的市值（约1531亿美元）。</p><p style=\"text-align: justify;\">在电影《华尔街2：金钱永不眠》中，投行大佬詹姆斯身边总跟着一位拄着拐杖的年迈老人——他的招牌动作是吹口哨，用手比划空气中的风。这个动作就像是在说，市值和股价“随风而来，又随风而去”。</p><p style=\"text-align: justify;\">同样出身普通家庭，同样是房地产起家，同样是造车，同样有着宏伟梦想，同样是市值蒸发，这很难不让人把潘日旺和许家印联想起来。</p><p style=\"text-align: justify;\">10月16日，VinFast首席执行官黎氏秋水表示，该公司计划从印尼开始大举进军东南亚市场，并预计最终将筹集“大量资金”，以推动其全球扩张计划。</p><p style=\"text-align: justify;\">一场华尔街资本的泡沫，快速破灭，但“越南许家印”潘日旺的造车梦还没有醒来。</p><p style=\"text-align: justify;\"><strong>1.华尔街资本造梦</strong></p><p class=\"t-img-caption\"><img src=\"https://static.tigerbbs.com/51bf76b216efa898ffb0f585906e04c5\" alt=\"VinFast上市，图片来源：纳斯达克\" title=\"VinFast上市，图片来源：纳斯达克\" tg-width=\"750\" tg-height=\"420\"/><span>VinFast上市，图片来源：纳斯达克</span></p><p style=\"text-align: justify;\">2023年8月15日，越南第一家新能源车品牌VinFast以SPAC（特殊目的收购公司）的形式登陆纳斯达克。这家公司成立于2017年，是越南最大上市企业之一Vingroup的控股子公司，可以说肩负着越南民族汽车产业的希望。当时，作为公司创始人的潘日旺放出豪言，将特斯拉设为对标企业。</p><p style=\"text-align: justify;\">但是，VinFast在二级市场上并未完全按照特斯拉的“剧本”来演。</p><p style=\"text-align: justify;\">上市第一天，VinFast股价大涨254.64%，收盘总市值约为857.9亿美元，超越通用汽车、宝马汽车等一批传统汽车龙头企业。</p><p style=\"text-align: justify;\">9个交易日后，VinFast公司进一步创造纪录，8月28日收盘总市值超过1900亿美元，盘中市值一度超过2100亿美元。上市仅10天，VinFast一跃成为全球第三大市值车企，仅次于特斯拉和丰田汽车。</p><p style=\"text-align: justify;\">VinFast市值突破2000亿美元的速度有多夸张？特斯拉花了3600个交易日才达到2000亿美元市值，而英伟达花了超过7700个交易日。</p><p style=\"text-align: justify;\">然后，就是“震惊”市场的暴跌。</p><p class=\"t-img-caption\"><img src=\"https://static.tigerbbs.com/643e911221bdd5ef62c2072c2789f25c\" alt=\"VinFast股价走势\" title=\"VinFast股价走势\" tg-width=\"560\" tg-height=\"240\"/><span>VinFast股价走势</span></p><p style=\"text-align: justify;\">历经了过山车式的股价波动后，10月5日，VinFast交出了上市后首份财报。</p><p style=\"text-align: justify;\">财报显示，2023年上半年公司营收为4.17亿美元，净亏损为11.2亿美元。VinFast在2023年二季报电话会议上表示，截止今年上半年，公司仅交付了11315辆汽车，甚至其中的7100辆还是卖给了母公司Vingroup控股的出租车子公司Green and Smart Mobility。VinFast预计2023年交付4万辆车到5万辆车，但目前实际进展还不及计划的四分之一。</p><p style=\"text-align: justify;\">魔幻的资本故事背后，离不开创始人潘日旺（Pham Nhat Vuong）的“神来之笔”。因为潘日旺主要通过他的企业集团Vingroup JSC控制着VinFast 99%的股票，仅留下了一小部分流通股供其他投资者进行交易。这意味着即使潘日旺本人操作相对较小规模的交易，都有可能对股价产生重大影响。</p><p style=\"text-align: justify;\">这1%的流通股饶有意味。促成股价大涨的直接原因，与VinFast不到1%的流通股数量密切有关，这意味在几乎没有做空压力下的情况下，大大提升了炒作股价的容易度。</p><p style=\"text-align: justify;\">但这同时也为潘日旺本人带来了巨额的收益。潘日旺拥有该公司99%的股份，身家飙升了390亿美元，使他一跃成为世界第16大富豪、亚洲第5大富豪。</p><p style=\"text-align: justify;\">财富来的也快，去的也快。VinFast股价的骤升骤落，创造了近年来最大的电动汽车泡沫。Poise Investment的经济学家谢里夫·奥斯曼表示：“VinFast公司的股价所经历的变化，与特斯拉、尼古拉等电动汽车公司的股价在几年前所经历的变化并无不同。我们看到的是，股价因人们对电动汽车行业的热情而出现投机性的大幅上涨。”</p><p style=\"text-align: justify;\">美国某投资银行人士高凯向「甲子光年」表示，VinFast突然变成了稀缺品的原因主要有：低流通量、散户投资者的涌入、华尔街缺乏成长性资产投资主题过久，并且越南当地制造业水平仍然贫瘠，过于透支了越南当地汽车市场的想象力。</p><p style=\"text-align: justify;\">另一家电动汽车制造商Lucid和VinFast如出一辙，同样在打击华尔街投资者的信心，过去，Lucid和Rivian一度被视为特斯拉最大的竞争对手。但如今，Lucid已从2022年11月时55美元/股的高点，又跌至目前仅5美元/股的水平。</p><p style=\"text-align: justify;\">尽管剧本不太一样，但资本造梦的本质是相通的。</p><p style=\"text-align: justify;\"><strong>2.重走许家印来时的路</strong></p><p style=\"text-align: justify;\">潘日旺的“别称”有很多，“越南许家印”“越南李嘉诚”“越南王健林”，还有他最喜欢的“越南马斯克”，但如今来看，“越南许家印”的标签更符合他。</p><p class=\"t-img-caption\"><img src=\"https://static.tigerbbs.com/01476cfaf811ffde1455f701de3e1204\" alt=\"VinFast创始人潘日旺，图片来源：Yahoo\" title=\"VinFast创始人潘日旺，图片来源：Yahoo\" tg-width=\"640\" tg-height=\"430\"/><span>VinFast创始人潘日旺，图片来源：Yahoo</span></p><p style=\"text-align: justify;\">潘日旺出生在越南一个普通家庭，常年旅居俄罗斯的莫斯科和乌克兰的哈尔科夫。当时，潘日旺凑了1万美元，开了一家越南餐馆。之后，他靠创办一家名为Technocom的食品公司，并推出速食品牌Mivina——这个业务后来被雀巢以1亿美元的价格收购，由此，潘日旺赚到了人生中的第一桶金。</p><p style=\"text-align: justify;\">在房地产这一块，潘日旺要比许家印更早躬身入局。2002年，潘日旺回到越南，在河内创办了Vincom——从事大型购物广场、高端写字楼和公寓开发的企业；此后又创办了Vinpear——专注于酒店、豪华度假村、海滩别墅、水上乐园和高尔夫球场等旅游娱乐的地产项目。2012年，Vincom和Vinpear合并，Vingroup（温纳集团）由此诞生。</p><p style=\"text-align: justify;\">2012年时的越南经济并不景气，彼时的GDP增长率只有5.03%，远低于年初6%至6.5%的目标。可潘日旺不以为然，他在越南各地的豪华房地产开发中继续投入了近40亿美元的流动资金，这是当时越南其他房地产商都不敢想的事。</p><p style=\"text-align: justify;\">潘日旺对此的回应更是令人咋舌：“就算现在给我100亿美元，我也会全部投在建设里，越南的需求太多，我要盖的房子也很多。”</p><p style=\"text-align: justify;\">潘日旺想要的远不止这些，如同Vingroup一位高管描述的，实现了“从摇篮到坟墓的全商业景图”。目光所及越南之处，几乎都有潘日旺的商业版图。Vingroup的迅猛发展，如同不断长出的藤蔓枝条一样，将商业触角逐渐伸到地产、工业、农业、零售、汽车......</p><p style=\"text-align: justify;\">潘日旺和许家印一同开启造车计划的时间线相近，如同许家印一样，潘日旺也信奉“买买买、大大大、好好好、圈圈圈、合合合”的大手笔输血造车策略。成立当年便花费15亿美元建造工厂和研发大楼，并发布了两款车型，但反响平平。首战失利后，潘日旺很快走起了贴牌路线。2019年6月，Vingroup就与通用汽车签订合作协议，获得了通用在越南的生产线。</p><p style=\"text-align: justify;\">为了全部布局VinFast汽车事业，潘日旺从通用、博世、特斯拉挖来了专家和高管，招兵买马组建了团队。潘日旺当时是这样说的：“按照国际常规标准，造一辆汽车需要27-54个月，我们只需要18个月。不是因为删减了细节或流程，而是我们大量招募专家，与数十家科技公司合作。”</p><p style=\"text-align: justify;\">类似的话许家印也说过，那时恒大还没倒下。他在4年前称，恒大造车要用3年到5年的时间，成为全世界规模最大、实力最强的新能源汽车集团。</p><blockquote><p>潘日旺：“我的目标是建立一个全球瞩目的工业品牌，现代和丰田都做到了，为什么越南的公司不行？即便我们不能做到世界最好，至少也要有一个世界排名前五或前十的公司。”</p><p>许家印：“恒大是做房地产的，在造车方面‘一无所有’。我们要实施换道超车，就要走一条不寻常的路，走一条世界历史上所有汽车企业都没有走过的一条路。”</p></blockquote><p style=\"text-align: justify;\">潘日旺的造车愿景像极了许家印，恒大作为前车之鉴，高举高打的激进策略让恒大债务缠身，昔日许家印的首富风光不再，如今处境也让人唏嘘。这让人很难不产生联想，潘日旺会不会是下一个许家印？</p><p style=\"text-align: justify;\">比方说，成立6年至今，潘日旺带领VinFast走上了一条烧钱道路。至今，Vingroup在VinFast上的总投入超过了66亿美元。但潘日旺却认为这种烧钱行为是“明智之举”和“计划中的亏损”，直言不在乎利润，他会更想专注于打市场份额。他还表态，“当我们看到电动汽车领域的机会时，我们全心全意投入其中。”</p><p style=\"text-align: justify;\">恒大在烧光了钱后，走到了变卖资产的结局，潘日旺不会不知道。</p><p style=\"text-align: justify;\">潘日旺和许家印也有一些不同。潘日旺素来低调，公开消息不多，也很少接受媒体采访，甚至是位节俭的首富。有消息称，他有一条皮带用了29年，不过后来他在一次采访中纠正说：“不可能那么长时间，也就10年左右。”</p><p style=\"text-align: justify;\">潘日旺并不避讳去谈失败，他曾在受访时讲到自己在学生时期失败的经商经历：夹克衫进口的生意最初让他赚了很多钱，但越到后来损失越多，最终让他背上了4万美元的“巨额债务”。</p><p style=\"text-align: justify;\">倘若潘日旺的VinFast最后沦为了第二个恒大，折戟于造车的汪洋，不知道他会不会还像谈及之前那次失败那样说：“要对市场变化做出快速反应，虽然经历了很多打击，但是每一次都让我变得更聪明。”</p><p style=\"text-align: justify;\">如果再去翻看2013年时的全球亿万富豪榜，除了宗庆后、李彦宏这些耳熟能详的中国企业家，你或许未曾料到，榜单中第974位的潘日旺，会成为首位上榜的越南人，这甚至要比许家印还要早4年登顶所在国家的首富位置。直到2022年，潘日旺继续以62亿美元的身家霸榜，在越南首富这个位置蝉联了9年。</p><p style=\"text-align: justify;\">他或许会走出一条不一样的路。</p><p style=\"text-align: justify;\"><strong>3.未到“梦醒时分”</strong></p><p style=\"text-align: justify;\">“企业家的道路不是一条直线，会有起伏，但你需要致力于正在做的事情，才会成功。我们的使命是让每个人都能使用电动汽车，与价格相似的同类车辆相比，我们的车辆拥有更多的功能和技术。”</p><p style=\"text-align: justify;\">在纳斯达克敲钟仪式后，VinFast首席执行官黎氏秋水如是说道。</p><p style=\"text-align: justify;\">黎氏秋水当时很动情，“这正是美国的精神，你总是拥抱创业，拥抱挑战现状，拥抱创新和创造力。这就是为什么我们觉得自己非常适合这个市场，我们认为这里的消费者会喜欢我们的。”</p><p style=\"text-align: justify;\">虽然后面发生的股价大幅波动以及财报透露的负面信息，让这些话显得有些格格不入，但从这些话中，也可以感受到潘日旺造车梦之切。</p><p style=\"text-align: justify;\">按照潘日旺的规划，VinFast当下已经来到了进军全球市场的阶段。因此，VinFast在2022年时豪掷了40亿美元，宣布要在北卡罗来纳州建立汽车工厂，计划年产数十万辆电动车。美国当地政府很开心，认为VinFast提供了大量就业机会，就为VinFast争取到了在当地销售电动汽车的许可。现在，VinFast已在美国开始销售两款纯电动SUV——VF8和VF9。</p><p class=\"t-img-caption\"><img src=\"https://static.tigerbbs.com/295fd960bfef32cb019313f0a911b51c\" alt=\"VinFast专卖店与展示车辆，来源：VinFast\" title=\"VinFast专卖店与展示车辆，来源：VinFast\" tg-width=\"600\" tg-height=\"400\"/><span>VinFast专卖店与展示车辆，来源：VinFast</span></p><p style=\"text-align: justify;\">VinFast在加州销售的VF8车型起售价为46000美元，而这与特斯拉或者Lucid等主要竞争对手的汽车售价相比，并未便宜多少。所以不少专家会认为，VinFast要实现其在未来打入美国市场的计划，的确存在一定的难度。</p><p style=\"text-align: justify;\">还需要指出的是，特斯拉汽车的购买者有资格获得价值7500美元的联邦税收抵免，而VinFast汽车的购买者则无法享受此项优惠，因为它并非美国制造的。</p><p style=\"text-align: justify;\">VinFast成为首家向美国出口汽车的越南公司的同时，由于受到业界的差评，并因潜在的安全问题召回了车辆。</p><p style=\"text-align: justify;\">比如在美国销售的第一款电动汽车VF8，3月份在美国加州开始销售，5月就开始召回。原因包括中控荧幕存在软件错误，导致开车时荧幕一片空白。且VF8没有设置仪表板，仅有一片中央荧幕和抬头显示器。</p><p style=\"text-align: justify;\">一位美国车评人评价驾驶体验就像“一辆距离推出还有一年的原型车，它需要大量的改进工作。最令我震惊的是，这是一辆已经开始上市销售的、车主们得自己掏钱去买的汽车”。</p><p style=\"text-align: justify;\">同时，与潘日旺造车愿景相悖的，是越南贫瘠的制造业生态。 在VinFast成立之前，越南甚至没有汽车工业，直到1991年越南汽车工业才真正形成，并从此开始集中发展。如果硬要对比，这确实要比东南亚其他国家晚了大约30年，所以，Vinfast成立初期一度不被看好。</p><p style=\"text-align: justify;\">由于2022年全球经济的不确定性，所以VinFast才将公司上市时间推迟到了2023年，但它是否能完成所说的全球6.5万份预购订单，并在2026年之前每年销售75万辆电动汽车，目前尚不清楚。</p><p style=\"text-align: justify;\">这样来看，潘日旺的造车梦很难圆满。危机已经浮现，潘日旺又该如何应对？</p><p style=\"text-align: justify;\">而VinFast首席执行官黎氏秋水最新给出应对方案是——继续扩张。她认为，东南亚市场有很大的潜力，各国政府正在积极推动电动汽车的普及， “我们打算积极进入东盟，从印尼开始。”据彭博社报道，VinFast将于今年第四季度进入欧洲市场。</p><p style=\"text-align: justify;\">这背后，没有潘日旺的支持是不可能的。</p><p style=\"text-align: justify;\">在经历了“鲜花着锦，烈火烹油”之盛后，潘日旺自然不希望未来的结局是“忽喇喇似大厦倾，昏惨惨似灯将尽”，他的造车梦还在持续。</p></body></html>\n\n</article>\n</div>\n</body>\n</html>\n","type":0,"thumbnail":"https://static.tigerbbs.com/51bf76b216efa898ffb0f585906e04c5","relate_stocks":{"VFS":"VinFast Auto"},"source_url":"","is_english":false,"share_image_url":"https://static.laohu8.com/e9f99090a1c2ed51c021029395664489","article_id":"1140719803","content_text":"潘日旺是否会走出一条不同于许家印的路。越南首富潘日旺是有造车梦的。创办新能源车公司VinFast、进入美国市场、登陆纳斯达克、股价暴涨、成为全球市值第三车企、吸引全球目光。这种爽文主人公的剧情，真实发生了。但是，好景不长，不到一个月，VinFast就跌破了发行价。如今，VinFast市值仅剩152.29亿美元，相较最高点已蒸发1900多亿美元——超过了一个英特尔的市值（约1531亿美元）。在电影《华尔街2：金钱永不眠》中，投行大佬詹姆斯身边总跟着一位拄着拐杖的年迈老人——他的招牌动作是吹口哨，用手比划空气中的风。这个动作就像是在说，市值和股价“随风而来，又随风而去”。同样出身普通家庭，同样是房地产起家，同样是造车，同样有着宏伟梦想，同样是市值蒸发，这很难不让人把潘日旺和许家印联想起来。10月16日，VinFast首席执行官黎氏秋水表示，该公司计划从印尼开始大举进军东南亚市场，并预计最终将筹集“大量资金”，以推动其全球扩张计划。一场华尔街资本的泡沫，快速破灭，但“越南许家印”潘日旺的造车梦还没有醒来。1.华尔街资本造梦VinFast上市，图片来源：纳斯达克2023年8月15日，越南第一家新能源车品牌VinFast以SPAC（特殊目的收购公司）的形式登陆纳斯达克。这家公司成立于2017年，是越南最大上市企业之一Vingroup的控股子公司，可以说肩负着越南民族汽车产业的希望。当时，作为公司创始人的潘日旺放出豪言，将特斯拉设为对标企业。但是，VinFast在二级市场上并未完全按照特斯拉的“剧本”来演。上市第一天，VinFast股价大涨254.64%，收盘总市值约为857.9亿美元，超越通用汽车、宝马汽车等一批传统汽车龙头企业。9个交易日后，VinFast公司进一步创造纪录，8月28日收盘总市值超过1900亿美元，盘中市值一度超过2100亿美元。上市仅10天，VinFast一跃成为全球第三大市值车企，仅次于特斯拉和丰田汽车。VinFast市值突破2000亿美元的速度有多夸张？特斯拉花了3600个交易日才达到2000亿美元市值，而英伟达花了超过7700个交易日。然后，就是“震惊”市场的暴跌。VinFast股价走势历经了过山车式的股价波动后，10月5日，VinFast交出了上市后首份财报。财报显示，2023年上半年公司营收为4.17亿美元，净亏损为11.2亿美元。VinFast在2023年二季报电话会议上表示，截止今年上半年，公司仅交付了11315辆汽车，甚至其中的7100辆还是卖给了母公司Vingroup控股的出租车子公司Green and Smart Mobility。VinFast预计2023年交付4万辆车到5万辆车，但目前实际进展还不及计划的四分之一。魔幻的资本故事背后，离不开创始人潘日旺（Pham Nhat Vuong）的“神来之笔”。因为潘日旺主要通过他的企业集团Vingroup JSC控制着VinFast 99%的股票，仅留下了一小部分流通股供其他投资者进行交易。这意味着即使潘日旺本人操作相对较小规模的交易，都有可能对股价产生重大影响。这1%的流通股饶有意味。促成股价大涨的直接原因，与VinFast不到1%的流通股数量密切有关，这意味在几乎没有做空压力下的情况下，大大提升了炒作股价的容易度。但这同时也为潘日旺本人带来了巨额的收益。潘日旺拥有该公司99%的股份，身家飙升了390亿美元，使他一跃成为世界第16大富豪、亚洲第5大富豪。财富来的也快，去的也快。VinFast股价的骤升骤落，创造了近年来最大的电动汽车泡沫。Poise Investment的经济学家谢里夫·奥斯曼表示：“VinFast公司的股价所经历的变化，与特斯拉、尼古拉等电动汽车公司的股价在几年前所经历的变化并无不同。我们看到的是，股价因人们对电动汽车行业的热情而出现投机性的大幅上涨。”美国某投资银行人士高凯向「甲子光年」表示，VinFast突然变成了稀缺品的原因主要有：低流通量、散户投资者的涌入、华尔街缺乏成长性资产投资主题过久，并且越南当地制造业水平仍然贫瘠，过于透支了越南当地汽车市场的想象力。另一家电动汽车制造商Lucid和VinFast如出一辙，同样在打击华尔街投资者的信心，过去，Lucid和Rivian一度被视为特斯拉最大的竞争对手。但如今，Lucid已从2022年11月时55美元/股的高点，又跌至目前仅5美元/股的水平。尽管剧本不太一样，但资本造梦的本质是相通的。2.重走许家印来时的路潘日旺的“别称”有很多，“越南许家印”“越南李嘉诚”“越南王健林”，还有他最喜欢的“越南马斯克”，但如今来看，“越南许家印”的标签更符合他。VinFast创始人潘日旺，图片来源：Yahoo潘日旺出生在越南一个普通家庭，常年旅居俄罗斯的莫斯科和乌克兰的哈尔科夫。当时，潘日旺凑了1万美元，开了一家越南餐馆。之后，他靠创办一家名为Technocom的食品公司，并推出速食品牌Mivina——这个业务后来被雀巢以1亿美元的价格收购，由此，潘日旺赚到了人生中的第一桶金。在房地产这一块，潘日旺要比许家印更早躬身入局。2002年，潘日旺回到越南，在河内创办了Vincom——从事大型购物广场、高端写字楼和公寓开发的企业；此后又创办了Vinpear——专注于酒店、豪华度假村、海滩别墅、水上乐园和高尔夫球场等旅游娱乐的地产项目。2012年，Vincom和Vinpear合并，Vingroup（温纳集团）由此诞生。2012年时的越南经济并不景气，彼时的GDP增长率只有5.03%，远低于年初6%至6.5%的目标。可潘日旺不以为然，他在越南各地的豪华房地产开发中继续投入了近40亿美元的流动资金，这是当时越南其他房地产商都不敢想的事。潘日旺对此的回应更是令人咋舌：“就算现在给我100亿美元，我也会全部投在建设里，越南的需求太多，我要盖的房子也很多。”潘日旺想要的远不止这些，如同Vingroup一位高管描述的，实现了“从摇篮到坟墓的全商业景图”。目光所及越南之处，几乎都有潘日旺的商业版图。Vingroup的迅猛发展，如同不断长出的藤蔓枝条一样，将商业触角逐渐伸到地产、工业、农业、零售、汽车......潘日旺和许家印一同开启造车计划的时间线相近，如同许家印一样，潘日旺也信奉“买买买、大大大、好好好、圈圈圈、合合合”的大手笔输血造车策略。成立当年便花费15亿美元建造工厂和研发大楼，并发布了两款车型，但反响平平。首战失利后，潘日旺很快走起了贴牌路线。2019年6月，Vingroup就与通用汽车签订合作协议，获得了通用在越南的生产线。为了全部布局VinFast汽车事业，潘日旺从通用、博世、特斯拉挖来了专家和高管，招兵买马组建了团队。潘日旺当时是这样说的：“按照国际常规标准，造一辆汽车需要27-54个月，我们只需要18个月。不是因为删减了细节或流程，而是我们大量招募专家，与数十家科技公司合作。”类似的话许家印也说过，那时恒大还没倒下。他在4年前称，恒大造车要用3年到5年的时间，成为全世界规模最大、实力最强的新能源汽车集团。潘日旺：“我的目标是建立一个全球瞩目的工业品牌，现代和丰田都做到了，为什么越南的公司不行？即便我们不能做到世界最好，至少也要有一个世界排名前五或前十的公司。”许家印：“恒大是做房地产的，在造车方面‘一无所有’。我们要实施换道超车，就要走一条不寻常的路，走一条世界历史上所有汽车企业都没有走过的一条路。”潘日旺的造车愿景像极了许家印，恒大作为前车之鉴，高举高打的激进策略让恒大债务缠身，昔日许家印的首富风光不再，如今处境也让人唏嘘。这让人很难不产生联想，潘日旺会不会是下一个许家印？比方说，成立6年至今，潘日旺带领VinFast走上了一条烧钱道路。至今，Vingroup在VinFast上的总投入超过了66亿美元。但潘日旺却认为这种烧钱行为是“明智之举”和“计划中的亏损”，直言不在乎利润，他会更想专注于打市场份额。他还表态，“当我们看到电动汽车领域的机会时，我们全心全意投入其中。”恒大在烧光了钱后，走到了变卖资产的结局，潘日旺不会不知道。潘日旺和许家印也有一些不同。潘日旺素来低调，公开消息不多，也很少接受媒体采访，甚至是位节俭的首富。有消息称，他有一条皮带用了29年，不过后来他在一次采访中纠正说：“不可能那么长时间，也就10年左右。”潘日旺并不避讳去谈失败，他曾在受访时讲到自己在学生时期失败的经商经历：夹克衫进口的生意最初让他赚了很多钱，但越到后来损失越多，最终让他背上了4万美元的“巨额债务”。倘若潘日旺的VinFast最后沦为了第二个恒大，折戟于造车的汪洋，不知道他会不会还像谈及之前那次失败那样说：“要对市场变化做出快速反应，虽然经历了很多打击，但是每一次都让我变得更聪明。”如果再去翻看2013年时的全球亿万富豪榜，除了宗庆后、李彦宏这些耳熟能详的中国企业家，你或许未曾料到，榜单中第974位的潘日旺，会成为首位上榜的越南人，这甚至要比许家印还要早4年登顶所在国家的首富位置。直到2022年，潘日旺继续以62亿美元的身家霸榜，在越南首富这个位置蝉联了9年。他或许会走出一条不一样的路。3.未到“梦醒时分”“企业家的道路不是一条直线，会有起伏，但你需要致力于正在做的事情，才会成功。我们的使命是让每个人都能使用电动汽车，与价格相似的同类车辆相比，我们的车辆拥有更多的功能和技术。”在纳斯达克敲钟仪式后，VinFast首席执行官黎氏秋水如是说道。黎氏秋水当时很动情，“这正是美国的精神，你总是拥抱创业，拥抱挑战现状，拥抱创新和创造力。这就是为什么我们觉得自己非常适合这个市场，我们认为这里的消费者会喜欢我们的。”虽然后面发生的股价大幅波动以及财报透露的负面信息，让这些话显得有些格格不入，但从这些话中，也可以感受到潘日旺造车梦之切。按照潘日旺的规划，VinFast当下已经来到了进军全球市场的阶段。因此，VinFast在2022年时豪掷了40亿美元，宣布要在北卡罗来纳州建立汽车工厂，计划年产数十万辆电动车。美国当地政府很开心，认为VinFast提供了大量就业机会，就为VinFast争取到了在当地销售电动汽车的许可。现在，VinFast已在美国开始销售两款纯电动SUV——VF8和VF9。VinFast专卖店与展示车辆，来源：VinFastVinFast在加州销售的VF8车型起售价为46000美元，而这与特斯拉或者Lucid等主要竞争对手的汽车售价相比，并未便宜多少。所以不少专家会认为，VinFast要实现其在未来打入美国市场的计划，的确存在一定的难度。还需要指出的是，特斯拉汽车的购买者有资格获得价值7500美元的联邦税收抵免，而VinFast汽车的购买者则无法享受此项优惠，因为它并非美国制造的。VinFast成为首家向美国出口汽车的越南公司的同时，由于受到业界的差评，并因潜在的安全问题召回了车辆。比如在美国销售的第一款电动汽车VF8，3月份在美国加州开始销售，5月就开始召回。原因包括中控荧幕存在软件错误，导致开车时荧幕一片空白。且VF8没有设置仪表板，仅有一片中央荧幕和抬头显示器。一位美国车评人评价驾驶体验就像“一辆距离推出还有一年的原型车，它需要大量的改进工作。最令我震惊的是，这是一辆已经开始上市销售的、车主们得自己掏钱去买的汽车”。同时，与潘日旺造车愿景相悖的，是越南贫瘠的制造业生态。 在VinFast成立之前，越南甚至没有汽车工业，直到1991年越南汽车工业才真正形成，并从此开始集中发展。如果硬要对比，这确实要比东南亚其他国家晚了大约30年，所以，Vinfast成立初期一度不被看好。由于2022年全球经济的不确定性，所以VinFast才将公司上市时间推迟到了2023年，但它是否能完成所说的全球6.5万份预购订单，并在2026年之前每年销售75万辆电动汽车，目前尚不清楚。这样来看，潘日旺的造车梦很难圆满。危机已经浮现，潘日旺又该如何应对？而VinFast首席执行官黎氏秋水最新给出应对方案是——继续扩张。她认为，东南亚市场有很大的潜力，各国政府正在积极推动电动汽车的普及， “我们打算积极进入东盟，从印尼开始。”据彭博社报道，VinFast将于今年第四季度进入欧洲市场。这背后，没有潘日旺的支持是不可能的。在经历了“鲜花着锦，烈火烹油”之盛后，潘日旺自然不希望未来的结局是“忽喇喇似大厦倾，昏惨惨似灯将尽”，他的造车梦还在持续。","news_type":1},"isVote":1,"tweetType":1,"viewCount":578,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"CN","totalScore":0},{"id":227000850067704,"gmtCreate":1696428198216,"gmtModify":1696428199116,"author":{"id":"3492641226929564","authorId":"3492641226929564","name":"CN大空头","avatar":"https://static.tigerbbs.com/7456760c7e584fab60a8338cdd2aa3e0","crmLevel":8,"crmLevelSwitch":0,"followedFlag":false,"authorIdStr":"3492641226929564","idStr":"3492641226929564"},"themes":[],"htmlText":"<a href=\"https://laohu8.com/S/COIN\">$Coinbase 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病态企业","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":0,"commentSize":0,"repostSize":0,"link":"https://laohu8.com/post/311111550353616","isVote":1,"tweetType":1,"viewCount":781,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"CN","totalScore":0},{"id":279651253244184,"gmtCreate":1709295709293,"gmtModify":1709298297443,"author":{"id":"3492641226929564","authorId":"3492641226929564","name":"CN大空头","avatar":"https://static.tigerbbs.com/7456760c7e584fab60a8338cdd2aa3e0","crmLevel":8,"crmLevelSwitch":0,"followedFlag":false,"idStr":"3492641226929564","authorIdStr":"3492641226929564"},"themes":[],"htmlText":"王八贾！你咋好意思说呢？","listText":"王八贾！你咋好意思说呢？","text":"王八贾！你咋好意思说呢？","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":0,"commentSize":0,"repostSize":0,"link":"https://laohu8.com/post/279651253244184","repostId":"2416880638","repostType":2,"repost":{"id":"2416880638","kind":"highlight","pubTimestamp":1709254697,"share":"https://www.laohu8.com/m/news/2416880638?lang=&edition=full","pubTime":"2024-03-01 08:58","market":"hk","language":"zh","title":"大错误！贾跃亭评苹果放弃造车","url":"https://stock-news.laohu8.com/highlight/detail?id=2416880638","media":"金融界","summary":"2月29日，法拉第未来创始人、乐视创始人贾跃亭发表文章评价称“库克终究不是乔布斯，苹果放弃造车是个大错误。”贾跃亭写道，“苹果公司决定放弃投入长达十年的造车项目，我其实非常失望。”他认为，苹果放弃造车是苹果生态系统中AI终端侧的最大缺失，苹果将失去通过AI垂直整合汽车生态的历史机遇，对于用户和产业也将是个遗憾。在2023年FF 91 Futurist量产发布会上，贾跃亭表示自己为梦想窒息了9年。","content":"<html><body><div>\n<p>2月29日，法拉第未来（FF）创始人、乐视创始人贾跃亭发表文章评价称“库克终究不是乔布斯，<a href=\"https://laohu8.com/S/AAPL\">苹果</a>放弃造车是个大错误。”贾跃亭写道，“苹果公司决定放弃投入长达十年的造车项目，我其实非常失望。”他认为，苹果放弃造车是苹果生态系统中AI（人工智能）终端侧的最大缺失，苹果将失去通过AI垂直整合汽车生态的历史机遇，对于用户和产业也将是个遗憾。同时，贾跃亭还抨击苹果公司CEO蒂姆·库克称，“库克终究不是我心目中的乔布斯，他可以守住乔布斯打下的iPhone江山，但却似乎无法开创AI电动出行未来，这是顶尖职业经理人和伟大创始人的差别。”此外，他还表示自己将坚持造车，“坚持造车10年的FF对这一过程感同身受，然而我们却一直坚信FF的独特价值和战略方向，即使苹果放弃造车，我们也永不放弃，直到成功。”</p><p>公开资料显示，FF于2014年成立，但其第一辆量产车FF 91历时九年才下线。在2023年FF 91 Futurist量产发布会上，贾跃亭表示自己为梦想窒息了9年。不过，根据官方数据，2023年FF总共完成了10台FF 91的交付。</p>\n<div>\n<div>\r\n            责任编辑：李欣\r\n          </div>\n</div>\n</div></body></html>","source":"jinrongjie_highlight","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>大错误！贾跃亭评苹果放弃造车</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; 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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大错误！贾跃亭评苹果放弃造车\n</h2>\n\n<h4 class=\"meta\">\n\n\n2024-03-01 08:58 北京时间&nbsp;&nbsp;&nbsp;<a href=https://usstock.jrj.com.cn/2024/03/01085839694016.shtml><strong>金融界</strong></a>\n\n\n</h4>\n\n</header>\n<article>\n<div>\n<p>2月29日，法拉第未来（FF）创始人、乐视创始人贾跃亭发表文章评价称“库克终究不是乔布斯，苹果放弃造车是个大错误。”贾跃亭写道，“苹果公司决定放弃投入长达十年的造车项目，我其实非常失望。”他认为，苹果放弃造车是苹果生态系统中AI（人工智能）终端侧的最大缺失，苹果将失去通过AI垂直整合汽车生态的历史机遇，对于用户和产业也将是个遗憾。同时，贾跃亭还抨击苹果公司CEO蒂姆·库克称，“库克终究不是我心目中...</p>\n\n<a href=\"https://usstock.jrj.com.cn/2024/03/01085839694016.shtml\">Web Link</a>\n\n</div>\n\n\n</article>\n</div>\n</body>\n</html>\n","type":0,"thumbnail":"","relate_stocks":{"BK4527":"明星科技股","LU0234572021.USD":"高盛美国核心股票组合Acc","BK4501":"段永平概念","LU0109392836.USD":"富兰克林科技股A","BK4579":"人工智能","LU0353189763.USD":"ALLSPRING  US ALL CAP GROWTH FUND \"I\" (USD) ACC","BK4588":"碎股","IE00BZ1G4Q59.USD":"LEGG MASON CLEARBRIDGE US EQUITY SUSTAINABILITY LEADER \"A\"(USD) INC (A)","LU0011850046.USD":"贝莱德全球长线股票 A2 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ACC"},"source_url":"https://usstock.jrj.com.cn/2024/03/01085839694016.shtml","is_english":false,"share_image_url":"https://static.laohu8.com/e9f99090a1c2ed51c021029395664489","article_id":"2416880638","content_text":"2月29日，法拉第未来（FF）创始人、乐视创始人贾跃亭发表文章评价称“库克终究不是乔布斯，苹果放弃造车是个大错误。”贾跃亭写道，“苹果公司决定放弃投入长达十年的造车项目，我其实非常失望。”他认为，苹果放弃造车是苹果生态系统中AI（人工智能）终端侧的最大缺失，苹果将失去通过AI垂直整合汽车生态的历史机遇，对于用户和产业也将是个遗憾。同时，贾跃亭还抨击苹果公司CEO蒂姆·库克称，“库克终究不是我心目中的乔布斯，他可以守住乔布斯打下的iPhone江山，但却似乎无法开创AI电动出行未来，这是顶尖职业经理人和伟大创始人的差别。”此外，他还表示自己将坚持造车，“坚持造车10年的FF对这一过程感同身受，然而我们却一直坚信FF的独特价值和战略方向，即使苹果放弃造车，我们也永不放弃，直到成功。”公开资料显示，FF于2014年成立，但其第一辆量产车FF 91历时九年才下线。在2023年FF 91 Futurist量产发布会上，贾跃亭表示自己为梦想窒息了9年。不过，根据官方数据，2023年FF总共完成了10台FF 91的交付。\n\n\r\n            责任编辑：李欣","news_type":1},"isVote":1,"tweetType":1,"viewCount":825,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"CN","totalScore":0},{"id":271759410028712,"gmtCreate":1707385274915,"gmtModify":1707385276695,"author":{"id":"3492641226929564","authorId":"3492641226929564","name":"CN大空头","avatar":"https://static.tigerbbs.com/7456760c7e584fab60a8338cdd2aa3e0","crmLevel":8,"crmLevelSwitch":0,"followedFlag":false,"idStr":"3492641226929564","authorIdStr":"3492641226929564"},"themes":[],"htmlText":"真无敌 老贾大骗子","listText":"真无敌 老贾大骗子","text":"真无敌 老贾大骗子","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":0,"commentSize":0,"repostSize":0,"link":"https://laohu8.com/post/271759410028712","repostId":"2409840597","repostType":2,"repost":{"id":"2409840597","kind":"news","pubTimestamp":1707350171,"share":"https://www.laohu8.com/m/news/2409840597?lang=&edition=full","pubTime":"2024-02-08 07:56","market":"hk","language":"zh","title":"又交付一台！奥斯卡奖得主喜提FF 91  贾跃亭：FF重要里程碑","url":"https://stock-news.laohu8.com/highlight/detail?id=2409840597","media":"快科技","summary":"快科技2月8日消息，日前，法拉第未来 宣布向Motev公司交付FF 91 2.0 Futurist Alliance。据介绍，FF 91 2.0 Futurist Alliance将加入Motev车队，参与VIP专车运营。“Motev是FF首个B2B企业级客户和共创伙伴，此次交付是FF共创共享价值观和商业理念2B和2C全面推进的重要里程碑。”根据FF数据，2023年FF完成10台FF 91 2.0 Futurist Alliance的交付，这意味着贾跃亭造车9年仅交付了10台车，其中有一台还是贾跃亭自己的。","content":"<html><body><p>快科技2月8日消息，日前，<strong>法拉第未来（FaradayFuture，即“FF”）宣布向Motev公司交付FF 91 2.0 Futurist Alliance（未来主义者联盟版）。</strong></p><p>据悉，Motev是一家可持续<a href=\"https://laohu8.com/S/DLX\">豪华</a>运输服务的企业，由奥斯卡金像奖得主摩根·弗里曼（Morgan Freeman）和罗伯特·加斯基尔（Robert Gaskill）共同创立。</p><p><img src=\"https://x0.ifengimg.com/ucms/2024_06/FBE91EAF179E57247FC77B7BEDD853CE7B96066A_size148_w600_h414.jpg\"/></p><p>据介绍，FF 91 2.0 Futurist Alliance将加入Motev车队，参与VIP专车运营。</p><p>FF创始人贾跃亭表示，“随着FF 91 2.0加入Motev的豪华车队，投入到日常接送好莱坞明星的服务中，更多塔尖用户和名人明星将有机会体验到FF 的极智科技顶奢的产品和品牌，这也将通过共创持续提升FF 91 2.0产品力和技术力，并保持行业领先地位。”</p><p><strong>“Motev是FF首个B2B企业级客户和共创伙伴，此次交付是FF共创共享价值观和商业理念2B和2C全面推进的重要里程碑。”</strong>贾跃亭说。</p><p><img src=\"https://x0.ifengimg.com/ucms/2024_06/B4C59CFB03E8FAEDC17D7E0AB60F046C1C57106E_size371_w600_h628.png\"/></p><p>根据FF数据，<strong>2023年FF完成10台FF 91 2.0 Futurist Alliance的交付，</strong>这意味着贾跃亭造车9年仅交付了10台车，其中有一台还是贾跃亭自己的。</p><p><img src=\"https://x0.ifengimg.com/ucms/2024_06/C2F985F93A17425C13DE4114037E1EC36C072E8D_size207_w600_h448.jpg\"/></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>又交付一台！奥斯卡奖得主喜提FF 91  贾跃亭：FF重要里程碑</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又交付一台！奥斯卡奖得主喜提FF 91  贾跃亭：FF重要里程碑\n</h2>\n\n<h4 class=\"meta\">\n\n\n2024-02-08 07:56 北京时间&nbsp;&nbsp;&nbsp;<a href=https://tech.ifeng.com/c/8X03bNzlt6J><strong>快科技</strong></a>\n\n\n</h4>\n\n</header>\n<article>\n<div>\n<p>快科技2月8日消息，日前，法拉第未来（FaradayFuture，即“FF”）宣布向Motev公司交付FF 91 2.0 Futurist Alliance（未来主义者联盟版）。据悉，Motev是一家可持续豪华运输服务的企业，由奥斯卡金像奖得主摩根·弗里曼（Morgan Freeman）和罗伯特·加斯基尔（Robert Gaskill）共同创立。据介绍，FF 91 2.0 Futurist ...</p>\n\n<a href=\"https://tech.ifeng.com/c/8X03bNzlt6J\">Web Link</a>\n\n</div>\n\n\n</article>\n</div>\n</body>\n</html>\n","type":0,"thumbnail":"","relate_stocks":{"FF":"FutureFuel Corporation","BK4555":"新能源车","FFIE":"Faraday Future","BK4099":"汽车制造商","BK4109":"特种化学制品","BK4138":"石油与天然气的炼制和营销"},"source_url":"https://tech.ifeng.com/c/8X03bNzlt6J","is_english":false,"share_image_url":"https://static.laohu8.com/e9f99090a1c2ed51c021029395664489","article_id":"2409840597","content_text":"快科技2月8日消息，日前，法拉第未来（FaradayFuture，即“FF”）宣布向Motev公司交付FF 91 2.0 Futurist Alliance（未来主义者联盟版）。据悉，Motev是一家可持续豪华运输服务的企业，由奥斯卡金像奖得主摩根·弗里曼（Morgan Freeman）和罗伯特·加斯基尔（Robert Gaskill）共同创立。据介绍，FF 91 2.0 Futurist Alliance将加入Motev车队，参与VIP专车运营。FF创始人贾跃亭表示，“随着FF 91 2.0加入Motev的豪华车队，投入到日常接送好莱坞明星的服务中，更多塔尖用户和名人明星将有机会体验到FF 的极智科技顶奢的产品和品牌，这也将通过共创持续提升FF 91 2.0产品力和技术力，并保持行业领先地位。”“Motev是FF首个B2B企业级客户和共创伙伴，此次交付是FF共创共享价值观和商业理念2B和2C全面推进的重要里程碑。”贾跃亭说。根据FF数据，2023年FF完成10台FF 91 2.0 Futurist Alliance的交付，这意味着贾跃亭造车9年仅交付了10台车，其中有一台还是贾跃亭自己的。","news_type":1},"isVote":1,"tweetType":1,"viewCount":633,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"CN","totalScore":0},{"id":250020907335728,"gmtCreate":1702057417198,"gmtModify":1702057419244,"author":{"id":"3492641226929564","authorId":"3492641226929564","name":"CN大空头","avatar":"https://static.tigerbbs.com/7456760c7e584fab60a8338cdd2aa3e0","crmLevel":8,"crmLevelSwitch":0,"followedFlag":false,"idStr":"3492641226929564","authorIdStr":"3492641226929564"},"themes":[],"htmlText":"笑死 跌下90%和 再翻倍能一样吗？你是看百分比炒股的吗","listText":"笑死 跌下90%和 再翻倍能一样吗？你是看百分比炒股的吗","text":"笑死 跌下90%和 再翻倍能一样吗？你是看百分比炒股的吗","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":0,"commentSize":0,"repostSize":0,"link":"https://laohu8.com/post/250020907335728","repostId":"250001937989848","repostType":1,"repost":{"id":250001937989848,"gmtCreate":1702052668192,"gmtModify":1702052669384,"author":{"id":"3513985747613425","authorId":"3513985747613425","name":"跑慢慢","avatar":"https://static.tigerbbs.com/899541d3af83d1dd88b83ae6c6f68331","crmLevel":1,"crmLevelSwitch":0,"followedFlag":false,"idStr":"3513985747613425","authorIdStr":"3513985747613425"},"themes":[],"htmlText":"<a href=\"https://laohu8.com/S/FFIE\">$Faraday Future(FFIE)$&nbsp;</a>之前下跌这么多人骂，现在涨了，怎么不出来夸一下","listText":"<a href=\"https://laohu8.com/S/FFIE\">$Faraday Future(FFIE)$&nbsp;</a>之前下跌这么多人骂，现在涨了，怎么不出来夸一下","text":"$Faraday Future(FFIE)$ 之前下跌这么多人骂，现在涨了，怎么不出来夸一下","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":0,"commentSize":0,"repostSize":0,"link":"https://laohu8.com/post/250001937989848","isVote":1,"tweetType":1,"viewCount":0,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"CN","totalScore":0},"isVote":1,"tweetType":1,"viewCount":312,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"CN","totalScore":0}],"lives":[]}