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Jason_liu
02-14
车主都是租的 美国叫lease 之前看财报都知道没人买是租 不开了还给公司 最后保值率多少看4S店自己定价回收 如果因为保值率涨 那就是诱多
保值率76%!首台法拉第未来FF 91二手车诞生:卖了23.5万美元
Jason_liu
2024-12-31
Replying to
@一路走一路看
:为啥还pltr公司债?老贾欠pltr公司钱嘛//
@一路走一路看
:那个是为了还债给的股票
Jason_liu
2024-05-29
$Faraday Future(FFIE)$
很多人xhs发表看涨ffie 现在都把帖子删了 账户都注销了 这不是顾得托是啥
Jason_liu
2024-05-17
$Faraday Future(FFIE)$
老贾收割套路 说了没人信 小红薯个个平台 突然出来很多看涨营销 现在这些帖子在暴跌前一瞬间集体删帖子 这就是老贾的力量 respect
Jason_liu
2024-05-17
$Faraday Future(FFIE)$
快买 再不买买不到了
Jason_liu
2024-01-25
$Faraday Future(FFIE)$
2月会议中的五个提议 都不怎么好 你们觉的呢?
Jason_liu
2024-01-02
$Faraday Future(FFIE)$
老贾已经投资了一个摄影公司 以他的宣传布置 绝对可以成为行业第一
Jason_liu
2023-11-28
$Faraday Future(FFIE)$
十月之前一直特别高的做空率 以为会轧空 十一月从57做空比到0.8 这是真心要黄了 真窒息
Jason_liu
2023-11-17
精神接近崩溃 吃点维生素d3 不然容易焦虑抑郁
@NO1宇宙股神降龙23掌:
$Faraday Future(FFIE)$
老贾在下一盘大棋,快赢了!兄弟们,不能再说了,好自为之吧!
Jason_liu
2023-11-05
$Faraday Future(FFIE)$
ffie公司现在看来很像华尔街最爱的《金矿》这个电影 公司没有发现金矿 造假财务 造假工厂 吸引股民 拉高股价 被发现造假 股价一落千丈 老板在最高点套现出局(ffie 是高点做空)股民倾家荡产 公司赚的盆满钵满 老贾不会复刻一遍电影嘛
Jason_liu
2023-09-27
$Faraday Future(FFIE)$
真正的全ai 全hyper 现在一想真的是丢人 咋能夸的出来
Jason_liu
2022-07-21
$Snap Inc(SNAP)$
看走势 财报后一定会跌
Jason_liu
2021-12-10
$Bit Digital, Inc.(BTBT)$
破位 而且反弹无力 阴跌开始 温水煮青蛙手法 等清醒时候早已套牢 拭目以待
Jason_liu
2021-09-21
$Clover Health Corp(CLOV)$
下降三角形 下跌趋势大于上涨 一旦破位 下跌形成 不信拭目以待
Jason_liu
2021-09-17
$Clover Health Corp(CLOV)$
怎么突然间这里这么多托在同一时间发信息 这是什么征兆
Jason_liu
2021-09-16
刚涨的时候没见的发 都涨那么多了才发
突然飙涨140%!全球资金又盯上"新猎物"
Jason_liu
2021-08-18
$Tilray Inc.(TLRY)$
一个个在做梦 不可能飞了 每只股票只会在没人关注的时候飞 每次高开低走 明显出货 一次比一次低 公司缺钱要增发 每次拉升机会只能是出货 不可能为散户抬轿子
Jason_liu
2021-07-20
$Property Solutions Acquisition Corp(PSAC)$
股东们都投票了吗
Jason_liu
2021-07-18
这个凤凰汽车 就是个二手车店 就一家小店 还合作电动汽车?晕死 这是割韭菜节奏
抱歉,原内容已删除
Jason_liu
2021-07-14
$Tilray Inc.(TLRY)$
8元见
去老虎APP查看更多动态
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91二手车诞生:卖了23.5万美元,保值率76%。法拉第未来官宣,北京时间2025年2月13日,一辆2023款 FF 91 2.0 Futurist Alliance成功拍卖,最终以23.5万美元的价格成交。截至2025年1月14日 ,法拉第未来官方社交媒体账号公布信息显示,法拉第未来已交付17台FF 91 2.0 Futurist Alliance新车,其中包括创始人贾跃亭的一台。","content":"<html><head></head><body><p>2月14日,法拉第未来美股盘前飙涨近30%!首台法拉第未来FF 91二手车诞生:卖了23.5万美元,保值率76%。</p><p class=\"t-img-caption\"><img src=\"https://static.tigerbbs.com/2c5cf4582e16900847ee0468955c7a20\" title=\"\" tg-width=\"865\" tg-height=\"835\"/></p><p>法拉第未来官宣,北京时间2025年2月13日,一辆2023款 FF 91 2.0 Futurist Alliance成功拍卖,最终以23.5万美元的价格成交。</p><p class=\"t-img-caption\"><img src=\"https://static.tigerbbs.com/c26933750582b29047101a69726e2607\" title=\"\" tg-width=\"751\" tg-height=\"741\"/></p><p style=\"text-align: justify;\">据悉,目前该车前行驶里程约6200英里(9920公里),相较于其30.9万美元的新车厂商建议零售价(MSRP),保值率达76%。</p><p style=\"text-align: justify;\">FF 91是法拉第未来公司设计打造的首款量产车,于2017年1月4日(北京时间)在美国拉斯维加斯全球首发,但直到6年后,也就是2023年3月30日开启生产,4月15日首辆量产车下线。</p><p style=\"text-align: justify;\">2023年8月16日交付首台,首位用户是南加州较大的豪华汽车经销商之一 “Private Collection Motors” 。</p><p style=\"text-align: justify;\">后续在2023年9月到2024年12月期间,陆续向不同身份的车主进行交付,包括房产经纪大亨、开发者共创官、长期投资人、全球巨星、汽车爱好者、慈善家、法拉第未来公司高管、知名KOL等。</p><p style=\"text-align: justify;\">截至2025年1月14日 ,法拉第未来官方社交媒体账号公布信息显示,法拉第未来已交付17台FF 91 2.0 Futurist Alliance新车,其中包括创始人贾跃亭的一台。</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>保值率76%!首台法拉第未来FF 91二手车诞生:卖了23.5万美元</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保值率76%!首台法拉第未来FF 91二手车诞生:卖了23.5万美元\n</h2>\n\n<h4 class=\"meta\">\n\n\n<a class=\"head\" href=\"https://laohu8.com/wemedia/102\">\n\n\n<div class=\"h-thumb\" style=\"background-image:url(https://static.tigerbbs.com/8274c5b9d4c2852bfb1c4d6ce16c68ba);background-size:cover;\"></div>\n\n<div class=\"h-content\">\n<p class=\"h-name\">老虎资讯综合 </p>\n<p class=\"h-time\">2025-02-14 17:48</p>\n</div>\n\n</a>\n\n\n</h4>\n\n</header>\n<article>\n<html><head></head><body><p>2月14日,法拉第未来美股盘前飙涨近30%!首台法拉第未来FF 91二手车诞生:卖了23.5万美元,保值率76%。</p><p class=\"t-img-caption\"><img src=\"https://static.tigerbbs.com/2c5cf4582e16900847ee0468955c7a20\" title=\"\" tg-width=\"865\" tg-height=\"835\"/></p><p>法拉第未来官宣,北京时间2025年2月13日,一辆2023款 FF 91 2.0 Futurist Alliance成功拍卖,最终以23.5万美元的价格成交。</p><p class=\"t-img-caption\"><img src=\"https://static.tigerbbs.com/c26933750582b29047101a69726e2607\" title=\"\" tg-width=\"751\" tg-height=\"741\"/></p><p style=\"text-align: justify;\">据悉,目前该车前行驶里程约6200英里(9920公里),相较于其30.9万美元的新车厂商建议零售价(MSRP),保值率达76%。</p><p style=\"text-align: justify;\">FF 91是法拉第未来公司设计打造的首款量产车,于2017年1月4日(北京时间)在美国拉斯维加斯全球首发,但直到6年后,也就是2023年3月30日开启生产,4月15日首辆量产车下线。</p><p style=\"text-align: justify;\">2023年8月16日交付首台,首位用户是南加州较大的豪华汽车经销商之一 “Private Collection Motors” 。</p><p style=\"text-align: justify;\">后续在2023年9月到2024年12月期间,陆续向不同身份的车主进行交付,包括房产经纪大亨、开发者共创官、长期投资人、全球巨星、汽车爱好者、慈善家、法拉第未来公司高管、知名KOL等。</p><p style=\"text-align: justify;\">截至2025年1月14日 ,法拉第未来官方社交媒体账号公布信息显示,法拉第未来已交付17台FF 91 2.0 Futurist Alliance新车,其中包括创始人贾跃亭的一台。</p></body></html>\n\n</article>\n</div>\n</body>\n</html>\n","type":0,"thumbnail":"https://static.tigerbbs.com/da02b327d14fbb528d302ef2b9995bf1","relate_stocks":{"BK4087":"商业印刷"},"source_url":"","is_english":false,"share_image_url":"https://static.laohu8.com/e9f99090a1c2ed51c021029395664489","article_id":"1107232252","content_text":"2月14日,法拉第未来美股盘前飙涨近30%!首台法拉第未来FF 91二手车诞生:卖了23.5万美元,保值率76%。法拉第未来官宣,北京时间2025年2月13日,一辆2023款 FF 91 2.0 Futurist Alliance成功拍卖,最终以23.5万美元的价格成交。据悉,目前该车前行驶里程约6200英里(9920公里),相较于其30.9万美元的新车厂商建议零售价(MSRP),保值率达76%。FF 91是法拉第未来公司设计打造的首款量产车,于2017年1月4日(北京时间)在美国拉斯维加斯全球首发,但直到6年后,也就是2023年3月30日开启生产,4月15日首辆量产车下线。2023年8月16日交付首台,首位用户是南加州较大的豪华汽车经销商之一 “Private Collection Motors” 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Corp(CLOV)$</a>怎么突然间这里这么多托在同一时间发信息 这是什么征兆[捂脸] [捂脸] [捂脸] ","listText":"<a href=\"https://laohu8.com/S/CLOV\">$Clover Health Corp(CLOV)$</a>怎么突然间这里这么多托在同一时间发信息 这是什么征兆[捂脸] [捂脸] [捂脸] ","text":"$Clover Health Corp(CLOV)$怎么突然间这里这么多托在同一时间发信息 这是什么征兆[捂脸] [捂脸] [捂脸]","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":0,"commentSize":2,"repostSize":0,"link":"https://laohu8.com/post/884271297","isVote":1,"tweetType":1,"viewCount":1899,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"CN","totalScore":0},{"id":885182129,"gmtCreate":1631765240161,"gmtModify":1631765240161,"author":{"id":"3517185892869828","authorId":"3517185892869828","name":"Jason_liu","avatar":"https://static.tigerbbs.com/a8a5702cc71f916730fac905556e0e45","crmLevel":1,"crmLevelSwitch":0,"followedFlag":false,"idStr":"3517185892869828","authorIdStr":"3517185892869828"},"themes":[],"htmlText":"刚涨的时候没见的发 都涨那么多了才发[喷血] ","listText":"刚涨的时候没见的发 都涨那么多了才发[喷血] ","text":"刚涨的时候没见的发 都涨那么多了才发[喷血]","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":3,"commentSize":0,"repostSize":0,"link":"https://laohu8.com/post/885182129","repostId":"2167518303","repostType":4,"repost":{"id":"2167518303","kind":"highlight","weMediaInfo":{"introduction":"致力于提供最及时的财经资讯,最专业的解读分析,覆盖宏观经济、金融机构、A股市场、上市公司、投资理财等财经领域。","home_visible":1,"media_name":"券商中国","id":"9","head_image":"https://static.tigerbbs.com/d482d56459984e8c86a6a137295b3c4f"},"pubTimestamp":1631751185,"share":"https://www.laohu8.com/m/news/2167518303?lang=&edition=full","pubTime":"2021-09-16 08:13","market":"hk","language":"zh","title":"突然飙涨140%!全球资金又盯上\"新猎物\"","url":"https://stock-news.laohu8.com/highlight/detail?id=2167518303","media":"券商中国","summary":"全世界的资金似乎都在疯炒“元素周期表”。","content":"<p>全世界的资金似乎都在疯炒“元素周期表”。</p>\n<p>这一次轮到了铀(U),首先是美国散户疯狂爆炒全球第二大铀矿生产商Cameco (卡梅科),短短16个交易日股价飙涨超73%;另外,全球铀相关的上市公司都被遭到了资金爆炒,在港股上市的<a href=\"https://laohu8.com/S/01164\">中广核矿业</a>更是暴涨超140%。</p>\n<p>现货市场上的铀也遭到资金疯抢,加拿大的一只实体铀信托基金(Sprott Physical Uranium Trust)在现货市场大肆购买铀,截至目前,该基金已累计购买了近2500万磅铀,相当于全球铀消费量的14%左右,净资产价值已突破10亿美元。</p>\n<p>铀矿上市公司被爆炒的本质原因是,全球铀资源的供需格局正在发生巨变,铀价已经蠢蠢欲动。自8月份以来,铀价格从低点累计上涨已超40%,纽约市场交易的铀期货价格近期一度升至每磅43.55美元,创下了7年来的新高。</p>\n<p>分析人士指出,在全球“碳中和”的蓝图之下,核能作为清洁能源的重要性开始凸显,全球铀资源的供需格局正在发生变化,未来需求增长是大概率事件,而供给端却在下降,铀价格或将继续走牛,这是近期全球市场资金疯狂炒铀的根本原因。</p>\n<p>突然飙涨140%,市场为何盯上了铀?</p>\n<p>美国散户们又盯上了“新猎物”,也来自于元素周期表。</p>\n<p>近日,在美国散户“大本营”——WallStreetBets论坛中,一家不知名的上市公司——卡梅科的热度迅速飙升,当前的热度已经超越<a href=\"https://laohu8.com/S/AAPL\">苹果</a>、<a href=\"https://laohu8.com/S/TSLA\">特斯拉</a>和<a href=\"https://laohu8.com/S/BABA\">阿里巴巴</a>,成为了美国散户讨论最激烈的个股。</p>\n<p>据资料显示,卡梅科是全球第二大铀矿生厂商,占世界铀产量的16%,总部位于加拿大萨斯。</p>\n<p>在WSB论坛上,美国散户直接将铀矿及相关上市公司比拟为“下一个<a href=\"https://laohu8.com/S/GME\">游戏驿站</a>”,又是一次暴富的机会,相关话题的讨论非常激烈。与此同时,卡梅科的股票已提前被资金爆炒,8月19日至9月13日期间,股价最大涨幅已超过73%,9月13日盘中,一度突破了2011年8月以来的最高点。</p>\n<p><img src=\"https://static.tigerbbs.com/e631f0010ef4feacfac2834ac6ce9185\" tg-width=\"840\" tg-height=\"470\" referrerpolicy=\"no-referrer\"></p>\n<p>在论坛上,美国散户们认同的一条逻辑是,中、美、英国等大部分国家正在努力推动核能在全球气候变化、碳中和的努力中发挥作用,这将刺激全球对铀矿的需求,进而扩大铀对投资者的吸引力。</p>\n<p>其实,除了卡梅科以外,全球铀交易相关上市公司的股价都在上涨,9月13日,在悉尼期货交易所交易的半岛能源公司、澳大利亚能源有限公司、Bannerman能源的股价均大涨超25%,在英国上市的Aura Energy能源的股价上涨超过35%,铀矿ETF基金公司Yellow Cake股价上涨了13%。</p>\n<p><b>在港股上市的中广核矿业(01164.HK)的股价表现也非常强劲,9月13日暴涨超34%,9月15日再度刷新新高,而自7月27日以来,股价累计涨幅更是超过140%。</b></p>\n<p><img src=\"https://static.tigerbbs.com/e1d1a1b3d468dd6f61a8c9fb19393d44\" tg-width=\"840\" tg-height=\"470\" referrerpolicy=\"no-referrer\"></p>\n<p>据资料介绍,中广核矿业是亚太地区唯一一家纯铀业上市公司,也是背靠核电集团的纯铀业上市企业。今年7月,中广核矿业在行业底部完成了对优质铀矿资源,即哈萨克斯坦奥尔塔雷克49%股权的收购,使得公司拥有权<a href=\"https://laohu8.com/S/EB5.SI\">益资源</a>量增长87%提升至4.3万吨,且2021年预计天然铀产品总包销量将达到980吨,同比2020年增长近70%。</p>\n<p>市场预期,至2025年时,若该公司旗下的矿山均达产,中广核矿业的年度权益产能将增至1935吨,是2020年的3.3倍。在“量价齐升”的双轮驱动下,最具弹性的中广核矿业或成此轮天然铀大牛市中的最大受益者。</p>\n<p>那么,为何沉寂多年的铀矿突然引起市场关注,被资金爆炒?</p>\n<p><b>主要原因或许有2个,首先是,来自于加拿大的一只实体铀信托基金在现货市场上抢购铀,累计买入量已接近2500万磅,相当于全球铀消费量的14%左右,引起全球市场关注;另外,更深层的原因是,全球铀矿的供需格局正在发生巨变,铀价已经提前大涨。</b></p>\n<p>导火索:基金疯狂囤货</p>\n<p>铀矿上市公司被资金追捧的导火索,或许来自于一只基金在现货市场上对铀进行疯狂扫货。</p>\n<p>自8月中旬开始,加拿大投资公司Sprott发行的一只实体铀信托基金(Sprott Physical Uranium Trust)在现货市场大肆购买铀,并实时披露具体购买情况。据Sprott网站数据显示,截至目前,该基金已累计购买了近2500万磅铀,相当于全球铀消费量的14%左右,上周仅一天就曾买入85万镑之多,净资产价值突破10亿美元。</p>\n<p><img src=\"https://static.tigerbbs.com/8efcd920452f4a44988041d259071bcb\" tg-width=\"831\" tg-height=\"446\" referrerpolicy=\"no-referrer\"></p>\n<p>与此同时,生产商为了锁定低价大量购买,大量资金开始流入Sprott基金。上周五,Sprott基金将其实物铀购买量扩大10亿美元至13亿美元。</p>\n<p>该基金的大量买入,持续引发市场关注,进而导致全球铀价格和铀相关的股票价格持续上涨,Horizons ETFs投资经理Nick Piquard预计,未来几个月铀价格将飙升至每磅60美元以上,比目前在纽约交易的期货价格高出约40%。</p>\n<p>铀市场体量本就不大,突然涌现出如此庞大的购买力,直接引爆了铀价。自8月份以来,铀价格从低点累计上涨已超40%,纽约市场交易的铀期货价格近期一度升至每磅43.55美元,创下了7年来的新高。</p>\n<p><img src=\"https://static.tigerbbs.com/bbe89bdd03b24ff3bfb06da50303748b\" tg-width=\"831\" tg-height=\"839\" referrerpolicy=\"no-referrer\"></p>\n<p>实际上,自今年3月以来,已有嗅觉敏锐的资金开始流入了天然铀行业,包括英国Yellow Cake Plc、加拿大Denison Mines、美国Uranium Energy和enCore Energy、澳大利亚Boss Energy等公司均直接从市场中购买现货铀。据不完全统计,上述公司合计至少买入了超1215.5万磅的现货铀。</p>\n<p>Sprott在7月发布的公开市场文件中也强调,从历史上来看大量非公用事业的买家涌入会推动铀价走高,而2021年预期将会是过去十年来投资卖家入场最凶猛的一年。</p>\n<p><a href=\"https://laohu8.com/S/MS\">摩根士丹利</a>的一份报告指出,国际投资者对铀重新产生了浓厚兴趣(主要是通过Sprott的实物铀信托基金),是该行业眼下复苏的主要推动力,这显然已不是秘密。</p>\n<p>全球铀的供需格局巨变</p>\n<p>铀矿上市公司被爆炒的本质原因是,全球铀资源的供需格局正在发生巨变,铀价已经蠢蠢欲动。</p>\n<p>首先来看需求端,铀作为核燃料,其需求量直接取决于全球核能的发展,在全球“碳中和”的蓝图之下,各国都面临着碳减排的压力,核能作为清洁能源的重要性开始凸显。</p>\n<p>在2021年的《政府工作报告》中,首提了积极发展核电,到2035年,中国在运与在建的核电总装机容量将达到2亿千瓦。而中国目前只有51座核反应堆正在运行,装机总容量为0.53亿千瓦,照此推算,中国核反应堆的建设将以每年6-8台的速度推进;</p>\n<p>再看美国,对核电的发展也十分积极。此前,美国参议院通过1.2万亿美元的基建法案,其中将有60亿美元在未来几年以财政补贴的方式面向核电产业,提高现有在运机组的营利性,缓解机组关停情况;</p>\n<p>另外,日本也大概率将重启核电站。日本行政改革大臣河野太郎(Taro Kano)表示,日本需要重启封存的核电站,以落实在2050年实现碳中和的目标。</p>\n<p>而除中国、美国和日本外,全球其他的主要国家亦给出了“碳中和”时间表,减排目标明确,核能作为清洁能源迎来加速发展已是大势所趋。</p>\n<p>部分市场人士表示,全球对核能态度的转变可能将标志着核工业的巨大变化,并导致未来几年铀需求激增,生产商将寻求尽快购买以锁定库存。</p>\n<p><b>据世界核能协会预计,铀需求将从2021年的1.62亿磅上涨至2030年的2.06亿磅,到2040年还将进一步攀升至2.92亿磅。</b></p>\n<p>在市场需求前景向好的情况下,铀矿的供给端情况又如何呢?</p>\n<p>据统计,2011年之前活跃的铀矿公司超过500家,现在已经减少到20多家,其中最大的铀矿Pure player CCJ最大的铀矿还停产了。同时,由于在过去几年中铀价持续低迷,各公司投入到矿山建设的资金极少。</p>\n<p>而天然铀矿山的开发周期是48-60个月,意味着,在未来较长的时间内,铀矿供给大幅增长的难度较大,且新矿山的建设必须有更高的铀价做支撑才有可能开启,这将使供给与需求的剪刀差将不断拉大。</p>\n<p>根据预计,铀供应在2025年将下降15%,到2030年甚至会下降50%。在需求持续增长,供给不足的情况下,供需差将越来越大,刺激铀价持续上涨。</p>\n<p>业内人士指出,全球铀资源的供需格局正在发生变化,未来需求增长是大概率事件,而供给端却在显著下降,铀价格或将继续走牛,这是近期全球市场资金疯狂炒铀的根本原因。</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>突然飙涨140%!全球资金又盯上\"新猎物\"</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突然飙涨140%!全球资金又盯上\"新猎物\"\n</h2>\n\n<h4 class=\"meta\">\n\n\n<a class=\"head\" href=\"https://laohu8.com/wemedia/9\">\n\n\n<div class=\"h-thumb\" style=\"background-image:url(https://static.tigerbbs.com/d482d56459984e8c86a6a137295b3c4f);background-size:cover;\"></div>\n\n<div class=\"h-content\">\n<p class=\"h-name\">券商中国 </p>\n<p class=\"h-time\">2021-09-16 08:13</p>\n</div>\n\n</a>\n\n\n</h4>\n\n</header>\n<article>\n<p>全世界的资金似乎都在疯炒“元素周期表”。</p>\n<p>这一次轮到了铀(U),首先是美国散户疯狂爆炒全球第二大铀矿生产商Cameco (卡梅科),短短16个交易日股价飙涨超73%;另外,全球铀相关的上市公司都被遭到了资金爆炒,在港股上市的<a href=\"https://laohu8.com/S/01164\">中广核矿业</a>更是暴涨超140%。</p>\n<p>现货市场上的铀也遭到资金疯抢,加拿大的一只实体铀信托基金(Sprott Physical Uranium Trust)在现货市场大肆购买铀,截至目前,该基金已累计购买了近2500万磅铀,相当于全球铀消费量的14%左右,净资产价值已突破10亿美元。</p>\n<p>铀矿上市公司被爆炒的本质原因是,全球铀资源的供需格局正在发生巨变,铀价已经蠢蠢欲动。自8月份以来,铀价格从低点累计上涨已超40%,纽约市场交易的铀期货价格近期一度升至每磅43.55美元,创下了7年来的新高。</p>\n<p>分析人士指出,在全球“碳中和”的蓝图之下,核能作为清洁能源的重要性开始凸显,全球铀资源的供需格局正在发生变化,未来需求增长是大概率事件,而供给端却在下降,铀价格或将继续走牛,这是近期全球市场资金疯狂炒铀的根本原因。</p>\n<p>突然飙涨140%,市场为何盯上了铀?</p>\n<p>美国散户们又盯上了“新猎物”,也来自于元素周期表。</p>\n<p>近日,在美国散户“大本营”——WallStreetBets论坛中,一家不知名的上市公司——卡梅科的热度迅速飙升,当前的热度已经超越<a href=\"https://laohu8.com/S/AAPL\">苹果</a>、<a href=\"https://laohu8.com/S/TSLA\">特斯拉</a>和<a href=\"https://laohu8.com/S/BABA\">阿里巴巴</a>,成为了美国散户讨论最激烈的个股。</p>\n<p>据资料显示,卡梅科是全球第二大铀矿生厂商,占世界铀产量的16%,总部位于加拿大萨斯。</p>\n<p>在WSB论坛上,美国散户直接将铀矿及相关上市公司比拟为“下一个<a href=\"https://laohu8.com/S/GME\">游戏驿站</a>”,又是一次暴富的机会,相关话题的讨论非常激烈。与此同时,卡梅科的股票已提前被资金爆炒,8月19日至9月13日期间,股价最大涨幅已超过73%,9月13日盘中,一度突破了2011年8月以来的最高点。</p>\n<p><img src=\"https://static.tigerbbs.com/e631f0010ef4feacfac2834ac6ce9185\" tg-width=\"840\" tg-height=\"470\" referrerpolicy=\"no-referrer\"></p>\n<p>在论坛上,美国散户们认同的一条逻辑是,中、美、英国等大部分国家正在努力推动核能在全球气候变化、碳中和的努力中发挥作用,这将刺激全球对铀矿的需求,进而扩大铀对投资者的吸引力。</p>\n<p>其实,除了卡梅科以外,全球铀交易相关上市公司的股价都在上涨,9月13日,在悉尼期货交易所交易的半岛能源公司、澳大利亚能源有限公司、Bannerman能源的股价均大涨超25%,在英国上市的Aura Energy能源的股价上涨超过35%,铀矿ETF基金公司Yellow Cake股价上涨了13%。</p>\n<p><b>在港股上市的中广核矿业(01164.HK)的股价表现也非常强劲,9月13日暴涨超34%,9月15日再度刷新新高,而自7月27日以来,股价累计涨幅更是超过140%。</b></p>\n<p><img src=\"https://static.tigerbbs.com/e1d1a1b3d468dd6f61a8c9fb19393d44\" tg-width=\"840\" tg-height=\"470\" referrerpolicy=\"no-referrer\"></p>\n<p>据资料介绍,中广核矿业是亚太地区唯一一家纯铀业上市公司,也是背靠核电集团的纯铀业上市企业。今年7月,中广核矿业在行业底部完成了对优质铀矿资源,即哈萨克斯坦奥尔塔雷克49%股权的收购,使得公司拥有权<a href=\"https://laohu8.com/S/EB5.SI\">益资源</a>量增长87%提升至4.3万吨,且2021年预计天然铀产品总包销量将达到980吨,同比2020年增长近70%。</p>\n<p>市场预期,至2025年时,若该公司旗下的矿山均达产,中广核矿业的年度权益产能将增至1935吨,是2020年的3.3倍。在“量价齐升”的双轮驱动下,最具弹性的中广核矿业或成此轮天然铀大牛市中的最大受益者。</p>\n<p>那么,为何沉寂多年的铀矿突然引起市场关注,被资金爆炒?</p>\n<p><b>主要原因或许有2个,首先是,来自于加拿大的一只实体铀信托基金在现货市场上抢购铀,累计买入量已接近2500万磅,相当于全球铀消费量的14%左右,引起全球市场关注;另外,更深层的原因是,全球铀矿的供需格局正在发生巨变,铀价已经提前大涨。</b></p>\n<p>导火索:基金疯狂囤货</p>\n<p>铀矿上市公司被资金追捧的导火索,或许来自于一只基金在现货市场上对铀进行疯狂扫货。</p>\n<p>自8月中旬开始,加拿大投资公司Sprott发行的一只实体铀信托基金(Sprott Physical Uranium Trust)在现货市场大肆购买铀,并实时披露具体购买情况。据Sprott网站数据显示,截至目前,该基金已累计购买了近2500万磅铀,相当于全球铀消费量的14%左右,上周仅一天就曾买入85万镑之多,净资产价值突破10亿美元。</p>\n<p><img src=\"https://static.tigerbbs.com/8efcd920452f4a44988041d259071bcb\" tg-width=\"831\" tg-height=\"446\" referrerpolicy=\"no-referrer\"></p>\n<p>与此同时,生产商为了锁定低价大量购买,大量资金开始流入Sprott基金。上周五,Sprott基金将其实物铀购买量扩大10亿美元至13亿美元。</p>\n<p>该基金的大量买入,持续引发市场关注,进而导致全球铀价格和铀相关的股票价格持续上涨,Horizons ETFs投资经理Nick Piquard预计,未来几个月铀价格将飙升至每磅60美元以上,比目前在纽约交易的期货价格高出约40%。</p>\n<p>铀市场体量本就不大,突然涌现出如此庞大的购买力,直接引爆了铀价。自8月份以来,铀价格从低点累计上涨已超40%,纽约市场交易的铀期货价格近期一度升至每磅43.55美元,创下了7年来的新高。</p>\n<p><img src=\"https://static.tigerbbs.com/bbe89bdd03b24ff3bfb06da50303748b\" tg-width=\"831\" tg-height=\"839\" referrerpolicy=\"no-referrer\"></p>\n<p>实际上,自今年3月以来,已有嗅觉敏锐的资金开始流入了天然铀行业,包括英国Yellow Cake Plc、加拿大Denison Mines、美国Uranium Energy和enCore Energy、澳大利亚Boss Energy等公司均直接从市场中购买现货铀。据不完全统计,上述公司合计至少买入了超1215.5万磅的现货铀。</p>\n<p>Sprott在7月发布的公开市场文件中也强调,从历史上来看大量非公用事业的买家涌入会推动铀价走高,而2021年预期将会是过去十年来投资卖家入场最凶猛的一年。</p>\n<p><a href=\"https://laohu8.com/S/MS\">摩根士丹利</a>的一份报告指出,国际投资者对铀重新产生了浓厚兴趣(主要是通过Sprott的实物铀信托基金),是该行业眼下复苏的主要推动力,这显然已不是秘密。</p>\n<p>全球铀的供需格局巨变</p>\n<p>铀矿上市公司被爆炒的本质原因是,全球铀资源的供需格局正在发生巨变,铀价已经蠢蠢欲动。</p>\n<p>首先来看需求端,铀作为核燃料,其需求量直接取决于全球核能的发展,在全球“碳中和”的蓝图之下,各国都面临着碳减排的压力,核能作为清洁能源的重要性开始凸显。</p>\n<p>在2021年的《政府工作报告》中,首提了积极发展核电,到2035年,中国在运与在建的核电总装机容量将达到2亿千瓦。而中国目前只有51座核反应堆正在运行,装机总容量为0.53亿千瓦,照此推算,中国核反应堆的建设将以每年6-8台的速度推进;</p>\n<p>再看美国,对核电的发展也十分积极。此前,美国参议院通过1.2万亿美元的基建法案,其中将有60亿美元在未来几年以财政补贴的方式面向核电产业,提高现有在运机组的营利性,缓解机组关停情况;</p>\n<p>另外,日本也大概率将重启核电站。日本行政改革大臣河野太郎(Taro Kano)表示,日本需要重启封存的核电站,以落实在2050年实现碳中和的目标。</p>\n<p>而除中国、美国和日本外,全球其他的主要国家亦给出了“碳中和”时间表,减排目标明确,核能作为清洁能源迎来加速发展已是大势所趋。</p>\n<p>部分市场人士表示,全球对核能态度的转变可能将标志着核工业的巨大变化,并导致未来几年铀需求激增,生产商将寻求尽快购买以锁定库存。</p>\n<p><b>据世界核能协会预计,铀需求将从2021年的1.62亿磅上涨至2030年的2.06亿磅,到2040年还将进一步攀升至2.92亿磅。</b></p>\n<p>在市场需求前景向好的情况下,铀矿的供给端情况又如何呢?</p>\n<p>据统计,2011年之前活跃的铀矿公司超过500家,现在已经减少到20多家,其中最大的铀矿Pure player CCJ最大的铀矿还停产了。同时,由于在过去几年中铀价持续低迷,各公司投入到矿山建设的资金极少。</p>\n<p>而天然铀矿山的开发周期是48-60个月,意味着,在未来较长的时间内,铀矿供给大幅增长的难度较大,且新矿山的建设必须有更高的铀价做支撑才有可能开启,这将使供给与需求的剪刀差将不断拉大。</p>\n<p>根据预计,铀供应在2025年将下降15%,到2030年甚至会下降50%。在需求持续增长,供给不足的情况下,供需差将越来越大,刺激铀价持续上涨。</p>\n<p>业内人士指出,全球铀资源的供需格局正在发生变化,未来需求增长是大概率事件,而供给端却在显著下降,铀价格或将继续走牛,这是近期全球市场资金疯狂炒铀的根本原因。</p>\n\n</article>\n</div>\n</body>\n</html>\n","type":0,"thumbnail":"https://static.tigerbbs.com/1b1db83e5cc5c5ae0145135c801ca227","relate_stocks":{"01164":"中广核矿业"},"is_english":false,"share_image_url":"https://static.laohu8.com/e9f99090a1c2ed51c021029395664489","article_id":"2167518303","content_text":"全世界的资金似乎都在疯炒“元素周期表”。\n这一次轮到了铀(U),首先是美国散户疯狂爆炒全球第二大铀矿生产商Cameco (卡梅科),短短16个交易日股价飙涨超73%;另外,全球铀相关的上市公司都被遭到了资金爆炒,在港股上市的中广核矿业更是暴涨超140%。\n现货市场上的铀也遭到资金疯抢,加拿大的一只实体铀信托基金(Sprott Physical Uranium Trust)在现货市场大肆购买铀,截至目前,该基金已累计购买了近2500万磅铀,相当于全球铀消费量的14%左右,净资产价值已突破10亿美元。\n铀矿上市公司被爆炒的本质原因是,全球铀资源的供需格局正在发生巨变,铀价已经蠢蠢欲动。自8月份以来,铀价格从低点累计上涨已超40%,纽约市场交易的铀期货价格近期一度升至每磅43.55美元,创下了7年来的新高。\n分析人士指出,在全球“碳中和”的蓝图之下,核能作为清洁能源的重要性开始凸显,全球铀资源的供需格局正在发生变化,未来需求增长是大概率事件,而供给端却在下降,铀价格或将继续走牛,这是近期全球市场资金疯狂炒铀的根本原因。\n突然飙涨140%,市场为何盯上了铀?\n美国散户们又盯上了“新猎物”,也来自于元素周期表。\n近日,在美国散户“大本营”——WallStreetBets论坛中,一家不知名的上市公司——卡梅科的热度迅速飙升,当前的热度已经超越苹果、特斯拉和阿里巴巴,成为了美国散户讨论最激烈的个股。\n据资料显示,卡梅科是全球第二大铀矿生厂商,占世界铀产量的16%,总部位于加拿大萨斯。\n在WSB论坛上,美国散户直接将铀矿及相关上市公司比拟为“下一个游戏驿站”,又是一次暴富的机会,相关话题的讨论非常激烈。与此同时,卡梅科的股票已提前被资金爆炒,8月19日至9月13日期间,股价最大涨幅已超过73%,9月13日盘中,一度突破了2011年8月以来的最高点。\n\n在论坛上,美国散户们认同的一条逻辑是,中、美、英国等大部分国家正在努力推动核能在全球气候变化、碳中和的努力中发挥作用,这将刺激全球对铀矿的需求,进而扩大铀对投资者的吸引力。\n其实,除了卡梅科以外,全球铀交易相关上市公司的股价都在上涨,9月13日,在悉尼期货交易所交易的半岛能源公司、澳大利亚能源有限公司、Bannerman能源的股价均大涨超25%,在英国上市的Aura Energy能源的股价上涨超过35%,铀矿ETF基金公司Yellow Cake股价上涨了13%。\n在港股上市的中广核矿业(01164.HK)的股价表现也非常强劲,9月13日暴涨超34%,9月15日再度刷新新高,而自7月27日以来,股价累计涨幅更是超过140%。\n\n据资料介绍,中广核矿业是亚太地区唯一一家纯铀业上市公司,也是背靠核电集团的纯铀业上市企业。今年7月,中广核矿业在行业底部完成了对优质铀矿资源,即哈萨克斯坦奥尔塔雷克49%股权的收购,使得公司拥有权益资源量增长87%提升至4.3万吨,且2021年预计天然铀产品总包销量将达到980吨,同比2020年增长近70%。\n市场预期,至2025年时,若该公司旗下的矿山均达产,中广核矿业的年度权益产能将增至1935吨,是2020年的3.3倍。在“量价齐升”的双轮驱动下,最具弹性的中广核矿业或成此轮天然铀大牛市中的最大受益者。\n那么,为何沉寂多年的铀矿突然引起市场关注,被资金爆炒?\n主要原因或许有2个,首先是,来自于加拿大的一只实体铀信托基金在现货市场上抢购铀,累计买入量已接近2500万磅,相当于全球铀消费量的14%左右,引起全球市场关注;另外,更深层的原因是,全球铀矿的供需格局正在发生巨变,铀价已经提前大涨。\n导火索:基金疯狂囤货\n铀矿上市公司被资金追捧的导火索,或许来自于一只基金在现货市场上对铀进行疯狂扫货。\n自8月中旬开始,加拿大投资公司Sprott发行的一只实体铀信托基金(Sprott Physical Uranium Trust)在现货市场大肆购买铀,并实时披露具体购买情况。据Sprott网站数据显示,截至目前,该基金已累计购买了近2500万磅铀,相当于全球铀消费量的14%左右,上周仅一天就曾买入85万镑之多,净资产价值突破10亿美元。\n\n与此同时,生产商为了锁定低价大量购买,大量资金开始流入Sprott基金。上周五,Sprott基金将其实物铀购买量扩大10亿美元至13亿美元。\n该基金的大量买入,持续引发市场关注,进而导致全球铀价格和铀相关的股票价格持续上涨,Horizons ETFs投资经理Nick Piquard预计,未来几个月铀价格将飙升至每磅60美元以上,比目前在纽约交易的期货价格高出约40%。\n铀市场体量本就不大,突然涌现出如此庞大的购买力,直接引爆了铀价。自8月份以来,铀价格从低点累计上涨已超40%,纽约市场交易的铀期货价格近期一度升至每磅43.55美元,创下了7年来的新高。\n\n实际上,自今年3月以来,已有嗅觉敏锐的资金开始流入了天然铀行业,包括英国Yellow Cake Plc、加拿大Denison Mines、美国Uranium Energy和enCore Energy、澳大利亚Boss Energy等公司均直接从市场中购买现货铀。据不完全统计,上述公司合计至少买入了超1215.5万磅的现货铀。\nSprott在7月发布的公开市场文件中也强调,从历史上来看大量非公用事业的买家涌入会推动铀价走高,而2021年预期将会是过去十年来投资卖家入场最凶猛的一年。\n摩根士丹利的一份报告指出,国际投资者对铀重新产生了浓厚兴趣(主要是通过Sprott的实物铀信托基金),是该行业眼下复苏的主要推动力,这显然已不是秘密。\n全球铀的供需格局巨变\n铀矿上市公司被爆炒的本质原因是,全球铀资源的供需格局正在发生巨变,铀价已经蠢蠢欲动。\n首先来看需求端,铀作为核燃料,其需求量直接取决于全球核能的发展,在全球“碳中和”的蓝图之下,各国都面临着碳减排的压力,核能作为清洁能源的重要性开始凸显。\n在2021年的《政府工作报告》中,首提了积极发展核电,到2035年,中国在运与在建的核电总装机容量将达到2亿千瓦。而中国目前只有51座核反应堆正在运行,装机总容量为0.53亿千瓦,照此推算,中国核反应堆的建设将以每年6-8台的速度推进;\n再看美国,对核电的发展也十分积极。此前,美国参议院通过1.2万亿美元的基建法案,其中将有60亿美元在未来几年以财政补贴的方式面向核电产业,提高现有在运机组的营利性,缓解机组关停情况;\n另外,日本也大概率将重启核电站。日本行政改革大臣河野太郎(Taro Kano)表示,日本需要重启封存的核电站,以落实在2050年实现碳中和的目标。\n而除中国、美国和日本外,全球其他的主要国家亦给出了“碳中和”时间表,减排目标明确,核能作为清洁能源迎来加速发展已是大势所趋。\n部分市场人士表示,全球对核能态度的转变可能将标志着核工业的巨大变化,并导致未来几年铀需求激增,生产商将寻求尽快购买以锁定库存。\n据世界核能协会预计,铀需求将从2021年的1.62亿磅上涨至2030年的2.06亿磅,到2040年还将进一步攀升至2.92亿磅。\n在市场需求前景向好的情况下,铀矿的供给端情况又如何呢?\n据统计,2011年之前活跃的铀矿公司超过500家,现在已经减少到20多家,其中最大的铀矿Pure player 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