浙东投的个人主页 - 老虎社区

浙东投

浙东投

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2021-10-08

$Faraday Future(FFIE)$我相信不是贾跃亭，相信的是吉利，相信的是中国工厂

2021-10-06

$Faraday Future(FFIE)$下跌逻辑是什么？

2021-07-30

$Faraday Future(FFIE)$现在的好多分析文章是真的搞笑，还一天到晚歪歪FF会因为老贾怎么样，怎么样？就想说你们是不是傻，FF的控制权还在老贾手上吗？他拥有决定权吗？现在老贾在FF就是个屁，就一纯美国车企，老把老贾的过去套在上面，能说明什么？一个已经被边缘化的快被踢出局的老贾在合伙人委员会控制的美国企业能有多大影响力？

2021-07-30

你们能不能认清一个现实，FF现在的实控人压根就不是老贾，老贾还有决定权吗？说得更白点FF现在就是一纯美国企业，无非是中国股东有一定的份额，老拿国内的三巨头比，真的合理吗？要比也是特斯拉，老说这个那个的，有意思？

FF上市，贾跃亭未来还没有来

2021-07-28

$好未来(TAL)$我的运气是该有多差，打个盹，睡了半个小时都没有就差点爆仓了

2020-07-27

$汇丰(HSBC)$各位朋友，趁早卖吧，失去了中国市场的汇丰，估计会跌到1元多，9成的利润是大陆和香港贡献的，你觉得它现在在中国还活得了吗？提醒一下，国内现在已经开始大量的关闭分行了，敢出卖客户，谁敢跟它合作，现在恐怕全球的人都知道了

2020-04-08

$虎牙(HUYA)$太南了

2020-01-01

$虎牙(HUYA)$直播第一股地位不保了

2019-12-04

$虎牙(HUYA)$我已经看出了空头的虚弱不堪，看来创新高都有可能了

2019-12-04

$虎牙(HUYA)$快了，空头已经很弱了，放量都砸不动了，过几天估计就打爆空头了

2019-12-03

$虎牙(HUYA)$真够可以的，烂到爆，一点都不稳健

2019-12-02

$虎牙(HUYA)$真是有毒啊，每次都能在最下面找到这狗一样的股

2019-11-26

$虎牙(HUYA)$很多人好奇，为什么涨不上去了，原因很简单，估值已经到顶了，所以任何利好也就这个价了。看看斗鱼估值才20亿，再看看虎牙，虎牙比斗鱼牛逼很多吗？既然高度雷同，那么，你也能选出来买哪个划算。

2019-11-22

$虎牙(HUYA)$斗鱼一上来，老美就知道标的不稀缺了，所以一直跌

2019-11-21

$虎牙(HUYA)$虎牙在我的自选股里被除名了

2019-11-21

$虎牙(HUYA)$虎牙市值比搜狗高了2倍多，真的合理吗？

2019-11-21

$虎牙(HUYA)$已经看透了，最后一波拉伸后，我要撤了，留下的发财

2019-11-21

$虎牙(HUYA)$更直白点就是一直播平台，标的不稀缺，想象空间太小了

2019-11-21

$虎牙(HUYA)$跟蔚来比，一个天，一个地，感觉虎牙跟搜狗差不多，有业绩，没人要，未来的路已经被看空了，所以一直跌

2019-11-18

$虎牙(HUYA)$看来虎牙的估值最多只能到22了

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19:05","market":"us","language":"zh","title":"FF上市，贾跃亭未来还没有来","url":"https://stock-news.laohu8.com/highlight/detail?id=1135585131","media":"BT财经","summary":"生产、销售、售后服务与保障的链条中，成立7年的法拉第未来还停在起点，它的未来，真的会来吗？\n\n同是欠钱的“老赖”，罗永浩选择直播带货清偿债务，贾跃亭则逃到国外钻研造车。\n北京时间7月22日，由贾跃亭一","content":"<blockquote>\n 生产、销售、售后服务与保障的链条中，成立7年的法拉第未来还停在起点，它的未来，真的会来吗？\n</blockquote>\n<p>同是欠钱的“老赖”，罗永浩选择直播带货清偿债务，贾跃亭则逃到国外钻研造车。</p>\n<p>北京时间7月22日，由贾跃亭一手创立的电动车企法拉第未来（<a href=\"https://laohu8.com/S/FFIE\">Faraday Future</a>，简称“FF”）完成与PSAC的合并交易，登陆美股，股票代码“FFIE”，发行价为13.78美元/ADS，开盘报16.8美元，总市值达45亿美元，合人民币290亿元。</p>\n<p>据36kr消息，盘前交易时段该股票一度暴涨近50%。当晚开盘后涨超22%，随后大幅跳水。最终收涨1.45%，报收13.98美元。</p>\n<p>对贾跃亭来说好消息后面还有坏消息，天眼查App显示，近日贾跃亭新增数则被执行信息，被执行总标的超40亿元，执行法院均为北京市第三中级人民法院。根据统计，目前贾跃亭累计被执行总额已超90亿元，如此巨大的债务仅靠FF上市能债还吗？</p>\n<p>作为贾跃亭翻身仗的关键，FF未来如何，相当程度上决定了他“下周回国”的诺言能否兑现。迄今为止，FF尚未实现量产，招股书显示目前仍在亏损，生产、销售、售后服务与保障的链条中，成立7年的法拉第未来还停在起点，它的未来，真的会来吗？</p>\n<p><b>在烧钱中疯狂</b></p>\n<p>资本市场上，最客观最公正的东西是钱，最无情最冷酷的也是钱。FF能够融资上市，说明了投资人对其发展前景的期许和认可，而大幅下降甚至一度破发的股价，又印证了投资人同时抱有的观望心态与疑虑。</p>\n<p>这种矛盾心理其实不难理解。根据FF招股书，自2014年成立以来，FF始终蒙受经营亏损，2019年净亏损1.42亿美元，2020年扩大到1.47亿美元，截至2020年12月31日，FF累计亏损23.9亿美元。公司给出的解释是疫情流行影响了筹资能力，这背后也隐藏着FF无法自身造血，无法依赖现有资源产生盈利的营收困境。</p>\n<p>此外，FF经营活动中产生的现金流同样为负，截至2019年12月31日和2020年12月31日，FF的营运资金赤字分别为6.88亿美元和8.35亿美元，PSAC披露的文件显示2020年底，FF的现金只有112.4万美元。</p>\n<p><img src=\"https://static.tigerbbs.com/2a46730d29925a8d22e5bfce8bcea070\" tg-width=\"996\" tg-height=\"663\" referrerpolicy=\"no-referrer\"></p>\n<p>尽管法拉第未来上市后面对媒体时贾跃亭喜悦之心溢于言表，表示资金是量产的唯一障碍，顺利上市解决此事给足了自己信心，但上市换来的10亿美元是否真的足够“烧”出品牌壁垒，BT财经认为还需留个问号。</p>\n<p>相比FF，造车新势力“蔚小理”先行一步，互联网大厂也在加入，对手忙于跑马圈地的紧要关头，慢半拍的节奏或许会步步错至擦身整个时代。业务发展早期，资本市场能够接受暂时亏损，但FF91在2017年1月发布之后经历多次跳票，一再延迟量产时间表，FF没有产品才是最大的问题来源，也将进一步扩大贾跃亭的信任危机。</p>\n<p>上市方式方面，FF选择了比较不同的SPAC方式，即特殊目的收购公司，以“间接注入”的形式造壳上市。这种方式主要面向资金短缺、可塑性强的创新型公司，瞄定的是上市融来的收入，有节省时间、节约资金等优势。从这个角度看，FF或许暂时不必关注股价，用充足的现金流开展业务才更为必要，这与贾跃亭所说对得上号。</p>\n<p>不过也有媒体提出质疑，SPAC上市是美化后的“赌未来”，二级市场投资人多数选择短期持有股票，企业给不出实质产品和盈利模式就迅速脱手。资本市场时间有限，对贾跃亭多半也欠奉信任，FF全球CEO毕福康接受采访时表示FF91定位顶级豪车市场，这意味着高净值人群很可能既是他们的股东，又是他们的消费者，这些人能等多久，资本又能等多久，答案不得而知。</p>\n<p><b>混战新能源汽车</b></p>\n<p>2014年，贾跃亭创立FF提出造车，可以称为新能源造车风潮第一波想吃螃蟹的人，同期加入的企业还有2014年成立的<a href=\"https://laohu8.com/S/NIO\">蔚来</a>、小鹏，2015年成立的<a href=\"https://laohu8.com/S/LI\">理想汽车</a>。</p>\n<p>2017年，贾跃亭出席FF91发布会，盛赞FF91“非常酷”、“不能归类于当下的任何车型”、“重构了汽车的核心价值”。那时的人们或许不会想到，FF91的量产遥遥无期，新能源造车却在数年后隐隐成为新的风口。小米、恒大、<a href=\"https://laohu8.com/S/BIDU\">百度</a>等玩家逐个下场，赛道中囊括房地产、互联网、手机、电池、家电各个行业的顶尖企业，不分背景地开始布局新能源汽车。</p>\n<p>新能源汽车确实值得看好。亿欧智库报告显示，2021年6月，中<a href=\"https://laohu8.com/S/600617\">国新能源</a>汽车销量为25.6万辆，创历史新高，同比增长139.3%，亿欧智库由此预计2021年中国新能源汽车市场将迎来大爆发，2025年销量将到达1137.6万辆。</p>\n<p>浦银国际研究也在研报中指出，新能源汽车行业的未来15年是黄金发展阶段，5年内有望接近<a href=\"https://laohu8.com/S/5RE.SI\">智能</a>手机规模，10年后新能源汽车行业市场规模将两倍于智能手机。销量增长率方面，浦银国际认为2020年到2025年新能源汽车销量复合增长率能够达到40%，造车新势力、智能手机、互联网巨头和传统车企四股势力都有望贡献力量、分享市场红利。</p>\n<p>IDG亚洲（国际数据<a href=\"https://laohu8.com/S/5CR.SI\">亚洲集团</a>）总裁朱东方预测智能汽车未来时曾表示：“整个生态动力电池的技术发展非常快和非常成熟，技术迅速的发展，对整个智能汽车的生态非常有帮助。”</p>\n<p>当然，收益与风险往往同期并存，行业势头良好，不代表参与者都能分一杯羹。陷入混战的赛道中一些企业长期被质疑“PPT造车”，龙头企业<a href=\"https://laohu8.com/S/TSLA\">特斯拉</a>也因安全问题被推至风口浪尖，新能源产业短板犹在，后来者更需谨慎。</p>\n<p>成本高额、低温续航缩水等问题有待解决，FF想杀出重围，核心竞争力和独特赢利点缺一不可。有限的创新里创造更高的价值无疑是所有科技企业的追求，而这一切的前提是实现量产，如期交付FF91是改变FF现状的唯一前提。</p>\n<p>按照贾跃亭的承诺，FF91有极高概率在12个月后准时、高质地达成量产，随后推进FF81、FF71生产。毕福康接受第一财经专访时也表示，30个月后，韩国工厂将会开工生产第二款车型、价格更为亲民的FF81。</p>\n<p>也就是说，FF计划中主要面向国内市场的FF81会在2023年底实现量产上市。对比国内的造车新势力“蔚小理”，三家均在6月实现单月销量新高，蔚来、小鹏、理想的2021年第一季度交付量分别为20060辆、12579辆、13340辆。时间不等人，我进敌亦攻的现在，FF落后的这段长途赛跑还得持续追赶。</p>\n<p><b>“美酒”虽好，不能贪杯</b></p>\n<p>智能电动汽车涉及设计、工程、制造、销售和服务等环节，属于毫无疑问的资本密集型业务，营销造势讲故事之外，业务水平才是核心。</p>\n<p>FF的难题除了成迷的未来，还有备受诟病的研发费用。</p>\n<p>尽管根据毕福康介绍，FF截至目前拥有880项全球专利，其中550项核心电动车技术已获得了授权，是目前唯一可以与特斯拉比拼技术的企业。但从FF招股书来看，2020年其研发费用仅为2018.6万美元，折合人民币约1.3亿元，同比下降28.6%。同期蔚来、小鹏、理想的研发费用分别为24.9亿、17.3亿、11.0亿人民币。</p>\n<p><img src=\"https://static.tigerbbs.com/5060e42af686c63452d3a1e6a903314b\" tg-width=\"802\" tg-height=\"602\" referrerpolicy=\"no-referrer\"></p>\n<p>毕福康对媒体表示：“预期FF可在豪车市场占据3%的市场份额，对应销量就是2400台，这并非是一个很难达成的目标。随着生产规模不断扩大，未来两年FF 91的销量将达4万台，五年内实现27万台的销量。”</p>\n<p>不过梳理产品信息会发现，相较特斯拉车型的价格，FF系汽车价位整体偏高，有行业分析师认为，特斯拉销量爆发于极具性价比的Model 3，特别是特斯拉2021年最新的二季报显示，Model 3和Model Y两款车二季度交付量已经达到19.9万辆，远远把竞争对手抛在身后。理性消费大势之下，平价车型更有利于企业开荒拓野。</p>\n<p><img src=\"https://static.tigerbbs.com/31d62bd499c6159590a2394a1be82558\" tg-width=\"821\" tg-height=\"255\" referrerpolicy=\"no-referrer\"></p>\n<p>关于贾跃亭是否回国有望的问题，结果也不尽乐观。</p>\n<p>经过整理招股书后发现FF股权分配比例有所调整，借壳交易完成后股权结构变更为原FF股东持有51.1%，基础投资者持股23%，原债权人转股持有17.2%，原壳公司PSAC股东持股6.8%。</p>\n<p>由此可见，FF上市和贾跃亭还清债务中间还存在一定距离。参照分析人士预估的50亿美元剩余债务，贾跃亭完全清偿债务需要FF市值达到300亿美元左右，“下周回国”的口号，也得等到那时才不算空口无凭。</p>\n<p>经济学中的第四生产要素是企业家才能，体现为合理争取资源、充分发挥效率的能力，常被调侃PPT造车的贾跃亭并不缺少这一项。演出值得托付的形象、树立风度翩翩的人设，让债主相信一个食言过的人能够东山再起，贾跃亭在人格魅力方面已经就位，接下来要看的是执行力。</p>\n<p>讲故事可能是好手段，但绝对不会是长远发展的唯一途径，足够好的产品、不断进取的野心、与之相配的团队和个人能力不管队内还是对外都缺一不可。</p>\n<p>量产只是开端，搭建销售渠道、抢夺用户心智、博取市场信任都需要不断支出，长征第一步将踏出，贾老板的困难和前途一样明朗。</p>","source":"lsy1588993976395","collect":0,"html":"<!DOCTYPE html>\n<html>\n<head>\n<meta http-equiv=\"Content-Type\" content=\"text/html; 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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\">\nFF上市，贾跃亭未来还没有来\n</h2>\n\n<h4 class=\"meta\">\n\n\n2021-07-29 19:05 北京时间&nbsp;&nbsp;&nbsp;<a href=https://mp.weixin.qq.com/s/dT9CVwWdbvrP8PbQjjC2mg><strong>BT财经</strong></a>\n\n\n</h4>\n\n</header>\n<article>\n<div>\n<p>生产、销售、售后服务与保障的链条中，成立7年的法拉第未来还停在起点，它的未来，真的会来吗？\n\n同是欠钱的“老赖”，罗永浩选择直播带货清偿债务，贾跃亭则逃到国外钻研造车。\n北京时间7月22日，由贾跃亭一手创立的电动车企法拉第未来（Faraday Future，简称“FF”）完成与PSAC的合并交易，登陆美股，股票代码“FFIE”，发行价为13.78美元/ADS，开盘报16.8美元，总市值达45亿美元...</p>\n\n<a href=\"https://mp.weixin.qq.com/s/dT9CVwWdbvrP8PbQjjC2mg\">Web Link</a>\n\n</div>\n\n\n</article>\n</div>\n</body>\n</html>\n","type":0,"thumbnail":"https://static.tigerbbs.com/df09c79c9e6073c0ec3cd02034b49ab5","relate_stocks":{"FFIE":"Faraday Future"},"source_url":"https://mp.weixin.qq.com/s/dT9CVwWdbvrP8PbQjjC2mg","is_english":false,"share_image_url":"https://static.laohu8.com/e9f99090a1c2ed51c021029395664489","article_id":"1135585131","content_text":"生产、销售、售后服务与保障的链条中，成立7年的法拉第未来还停在起点，它的未来，真的会来吗？\n\n同是欠钱的“老赖”，罗永浩选择直播带货清偿债务，贾跃亭则逃到国外钻研造车。\n北京时间7月22日，由贾跃亭一手创立的电动车企法拉第未来（Faraday Future，简称“FF”）完成与PSAC的合并交易，登陆美股，股票代码“FFIE”，发行价为13.78美元/ADS，开盘报16.8美元，总市值达45亿美元，合人民币290亿元。\n据36kr消息，盘前交易时段该股票一度暴涨近50%。当晚开盘后涨超22%，随后大幅跳水。最终收涨1.45%，报收13.98美元。\n对贾跃亭来说好消息后面还有坏消息，天眼查App显示，近日贾跃亭新增数则被执行信息，被执行总标的超40亿元，执行法院均为北京市第三中级人民法院。根据统计，目前贾跃亭累计被执行总额已超90亿元，如此巨大的债务仅靠FF上市能债还吗？\n作为贾跃亭翻身仗的关键，FF未来如何，相当程度上决定了他“下周回国”的诺言能否兑现。迄今为止，FF尚未实现量产，招股书显示目前仍在亏损，生产、销售、售后服务与保障的链条中，成立7年的法拉第未来还停在起点，它的未来，真的会来吗？\n在烧钱中疯狂\n资本市场上，最客观最公正的东西是钱，最无情最冷酷的也是钱。FF能够融资上市，说明了投资人对其发展前景的期许和认可，而大幅下降甚至一度破发的股价，又印证了投资人同时抱有的观望心态与疑虑。\n这种矛盾心理其实不难理解。根据FF招股书，自2014年成立以来，FF始终蒙受经营亏损，2019年净亏损1.42亿美元，2020年扩大到1.47亿美元，截至2020年12月31日，FF累计亏损23.9亿美元。公司给出的解释是疫情流行影响了筹资能力，这背后也隐藏着FF无法自身造血，无法依赖现有资源产生盈利的营收困境。\n此外，FF经营活动中产生的现金流同样为负，截至2019年12月31日和2020年12月31日，FF的营运资金赤字分别为6.88亿美元和8.35亿美元，PSAC披露的文件显示2020年底，FF的现金只有112.4万美元。\n\n尽管法拉第未来上市后面对媒体时贾跃亭喜悦之心溢于言表，表示资金是量产的唯一障碍，顺利上市解决此事给足了自己信心，但上市换来的10亿美元是否真的足够“烧”出品牌壁垒，BT财经认为还需留个问号。\n相比FF，造车新势力“蔚小理”先行一步，互联网大厂也在加入，对手忙于跑马圈地的紧要关头，慢半拍的节奏或许会步步错至擦身整个时代。业务发展早期，资本市场能够接受暂时亏损，但FF91在2017年1月发布之后经历多次跳票，一再延迟量产时间表，FF没有产品才是最大的问题来源，也将进一步扩大贾跃亭的信任危机。\n上市方式方面，FF选择了比较不同的SPAC方式，即特殊目的收购公司，以“间接注入”的形式造壳上市。这种方式主要面向资金短缺、可塑性强的创新型公司，瞄定的是上市融来的收入，有节省时间、节约资金等优势。从这个角度看，FF或许暂时不必关注股价，用充足的现金流开展业务才更为必要，这与贾跃亭所说对得上号。\n不过也有媒体提出质疑，SPAC上市是美化后的“赌未来”，二级市场投资人多数选择短期持有股票，企业给不出实质产品和盈利模式就迅速脱手。资本市场时间有限，对贾跃亭多半也欠奉信任，FF全球CEO毕福康接受采访时表示FF91定位顶级豪车市场，这意味着高净值人群很可能既是他们的股东，又是他们的消费者，这些人能等多久，资本又能等多久，答案不得而知。\n混战新能源汽车\n2014年，贾跃亭创立FF提出造车，可以称为新能源造车风潮第一波想吃螃蟹的人，同期加入的企业还有2014年成立的蔚来、小鹏，2015年成立的理想汽车。\n2017年，贾跃亭出席FF91发布会，盛赞FF91“非常酷”、“不能归类于当下的任何车型”、“重构了汽车的核心价值”。那时的人们或许不会想到，FF91的量产遥遥无期，新能源造车却在数年后隐隐成为新的风口。小米、恒大、百度等玩家逐个下场，赛道中囊括房地产、互联网、手机、电池、家电各个行业的顶尖企业，不分背景地开始布局新能源汽车。\n新能源汽车确实值得看好。亿欧智库报告显示，2021年6月，中国新能源汽车销量为25.6万辆，创历史新高，同比增长139.3%，亿欧智库由此预计2021年中国新能源汽车市场将迎来大爆发，2025年销量将到达1137.6万辆。\n浦银国际研究也在研报中指出，新能源汽车行业的未来15年是黄金发展阶段，5年内有望接近智能手机规模，10年后新能源汽车行业市场规模将两倍于智能手机。销量增长率方面，浦银国际认为2020年到2025年新能源汽车销量复合增长率能够达到40%，造车新势力、智能手机、互联网巨头和传统车企四股势力都有望贡献力量、分享市场红利。\nIDG亚洲（国际数据亚洲集团）总裁朱东方预测智能汽车未来时曾表示：“整个生态动力电池的技术发展非常快和非常成熟，技术迅速的发展，对整个智能汽车的生态非常有帮助。”\n当然，收益与风险往往同期并存，行业势头良好，不代表参与者都能分一杯羹。陷入混战的赛道中一些企业长期被质疑“PPT造车”，龙头企业特斯拉也因安全问题被推至风口浪尖，新能源产业短板犹在，后来者更需谨慎。\n成本高额、低温续航缩水等问题有待解决，FF想杀出重围，核心竞争力和独特赢利点缺一不可。有限的创新里创造更高的价值无疑是所有科技企业的追求，而这一切的前提是实现量产，如期交付FF91是改变FF现状的唯一前提。\n按照贾跃亭的承诺，FF91有极高概率在12个月后准时、高质地达成量产，随后推进FF81、FF71生产。毕福康接受第一财经专访时也表示，30个月后，韩国工厂将会开工生产第二款车型、价格更为亲民的FF81。\n也就是说，FF计划中主要面向国内市场的FF81会在2023年底实现量产上市。对比国内的造车新势力“蔚小理”，三家均在6月实现单月销量新高，蔚来、小鹏、理想的2021年第一季度交付量分别为20060辆、12579辆、13340辆。时间不等人，我进敌亦攻的现在，FF落后的这段长途赛跑还得持续追赶。\n“美酒”虽好，不能贪杯\n智能电动汽车涉及设计、工程、制造、销售和服务等环节，属于毫无疑问的资本密集型业务，营销造势讲故事之外，业务水平才是核心。\nFF的难题除了成迷的未来，还有备受诟病的研发费用。\n尽管根据毕福康介绍，FF截至目前拥有880项全球专利，其中550项核心电动车技术已获得了授权，是目前唯一可以与特斯拉比拼技术的企业。但从FF招股书来看，2020年其研发费用仅为2018.6万美元，折合人民币约1.3亿元，同比下降28.6%。同期蔚来、小鹏、理想的研发费用分别为24.9亿、17.3亿、11.0亿人民币。\n\n毕福康对媒体表示：“预期FF可在豪车市场占据3%的市场份额，对应销量就是2400台，这并非是一个很难达成的目标。随着生产规模不断扩大，未来两年FF 91的销量将达4万台，五年内实现27万台的销量。”\n不过梳理产品信息会发现，相较特斯拉车型的价格，FF系汽车价位整体偏高，有行业分析师认为，特斯拉销量爆发于极具性价比的Model 3，特别是特斯拉2021年最新的二季报显示，Model 3和Model Y两款车二季度交付量已经达到19.9万辆，远远把竞争对手抛在身后。理性消费大势之下，平价车型更有利于企业开荒拓野。\n\n关于贾跃亭是否回国有望的问题，结果也不尽乐观。\n经过整理招股书后发现FF股权分配比例有所调整，借壳交易完成后股权结构变更为原FF股东持有51.1%，基础投资者持股23%，原债权人转股持有17.2%，原壳公司PSAC股东持股6.8%。\n由此可见，FF上市和贾跃亭还清债务中间还存在一定距离。参照分析人士预估的50亿美元剩余债务，贾跃亭完全清偿债务需要FF市值达到300亿美元左右，“下周回国”的口号，也得等到那时才不算空口无凭。\n经济学中的第四生产要素是企业家才能，体现为合理争取资源、充分发挥效率的能力，常被调侃PPT造车的贾跃亭并不缺少这一项。演出值得托付的形象、树立风度翩翩的人设，让债主相信一个食言过的人能够东山再起，贾跃亭在人格魅力方面已经就位，接下来要看的是执行力。\n讲故事可能是好手段，但绝对不会是长远发展的唯一途径，足够好的产品、不断进取的野心、与之相配的团队和个人能力不管队内还是对外都缺一不可。\n量产只是开端，搭建销售渠道、抢夺用户心智、博取市场信任都需要不断支出，长征第一步将踏出，贾老板的困难和前途一样明朗。","news_type":1},"isVote":1,"tweetType":1,"viewCount":3861,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"CN","totalScore":0},{"id":803334237,"gmtCreate":1627412570829,"gmtModify":1627412570829,"author":{"id":"3492644408749639","authorId":"3492644408749639","name":"浙东投","avatar":"https://static.tigerbbs.com/98518e48b95cd8e5ebd2a8c59942e75c","crmLevel":1,"crmLevelSwitch":0,"followedFlag":false,"idStr":"3492644408749639","authorIdStr":"3492644408749639"},"themes":[],"htmlText":"<a 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