初生的牛犊的个人主页 - 老虎社区

初生的牛犊

初生的牛犊

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IP属地：北京

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初生的牛犊

2023-03-17

$恒生科技指数(HSTECH)$

初生的牛犊

2023-03-06

这篇文章不错，转发给大家看看

@直击业绩会:哔哩哔哩2022Q4业绩电话会分析师问答

初生的牛犊

2023-03-02

$哔哩哔哩-W(09626)$ 到底什么情况啊？估值高了吗？一直探底，业绩没有亮眼的表现啊

初生的牛犊

2023-01-11

$特斯拉(TSLA)$ 大赚中国老百姓的钱啊

初生的牛犊

2023-01-10

你的意思是说，苹果的市值，亚马逊的市值，沃尔玛的市值，都不应该很高

抱歉，原内容已删除

初生的牛犊

2023-01-07

$特斯拉(TSLA)$

初生的牛犊

2022-12-22

$特斯拉(TSLA)$ 就这都不涨，这么大的交易量，看来真特么要完犊子！

初生的牛犊

2021-10-22

$WeWork(WE)$没人关注吗？

初生的牛犊

2021-10-18

$优客工场(UK)$是开始反弹了吗

初生的牛犊

2021-07-09

$滴滴(DIDI)$该特么的缓过来了吧！！

初生的牛犊

2021-05-25

$老虎证券(TIGR)$今晚富途应该是被老虎的气势带起来的吧？

初生的牛犊

2021-05-24

$老虎证券(TIGR)$又是这种深V的割韭菜套路[愤怒]

初生的牛犊

2021-05-14

$优客工场(UK)$现在是中美关系，国际关系，国际疫情的高度负面期，股价特别是中概股面临集体下跌，压力很大，相信长远的未来一定会好起来的，大家千万留住手中的资产。

初生的牛犊

2021-04-16

$优客工场(UK)$财报还是可观的，先持有，相信优客工场

初生的牛犊

2021-04-15

$优客工场(UK)$反转了，来吧！

初生的牛犊

2021-04-09

$老虎证券(TIGR)$W底了吧？

初生的牛犊

2020-11-24

氪空间的金主发这样充满诋毁的报道，未免有点儿太不尽人意了吧！

优客工场借壳登陆纳斯达克，又一只垃圾股流血上市？

初生的牛犊

2020-11-23

$优客工场(UK)$空间业务绝对是未来最有前景的业务之一，相信优客工场能深耕空间运营，做好企业服务，为更多会员赋能，创造空间新价值！

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大赚中国老百姓的钱啊","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":0,"commentSize":0,"repostSize":0,"link":"https://laohu8.com/post/628440839","isVote":1,"tweetType":1,"viewCount":632,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"CN","totalScore":0},{"id":628564107,"gmtCreate":1673351272209,"gmtModify":1673351279417,"author":{"id":"3540865998061630","authorId":"3540865998061630","name":"初生的牛犊","avatar":"https://static.tigerbbs.com/6f6471eaddb6eb1ee2fb805221f88257","crmLevel":1,"crmLevelSwitch":0,"followedFlag":false,"authorIdStr":"3540865998061630","idStr":"3540865998061630"},"themes":[],"htmlText":"你的意思是说，苹果的市值，亚马逊的市值，沃尔玛的市值，都不应该很高","listText":"你的意思是说，苹果的市值，亚马逊的市值，沃尔玛的市值，都不应该很高","text":"你的意思是说，苹果的市值，亚马逊的市值，沃尔玛的市值，都不应该很高","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":1,"commentSize":2,"repostSize":0,"link":"https://laohu8.com/post/628564107","repostId":"2302271032","repostType":2,"isVote":1,"tweetType":1,"viewCount":5968,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"CN","totalScore":0},{"id":628848546,"gmtCreate":1673057855785,"gmtModify":1673057856490,"author":{"id":"3540865998061630","authorId":"3540865998061630","name":"初生的牛犊","avatar":"https://static.tigerbbs.com/6f6471eaddb6eb1ee2fb805221f88257","crmLevel":1,"crmLevelSwitch":0,"followedFlag":false,"authorIdStr":"3540865998061630","idStr":"3540865998061630"},"themes":[],"htmlText":"<a 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16:31","market":"hk","language":"zh","title":"优客工场借壳登陆纳斯达克，又一只垃圾股流血上市？","url":"https://stock-news.laohu8.com/highlight/detail?id=2085581462","media":"智通财经网","summary":"简言之，优客工场通过SPAC的方式登陆美股，超越WeWork成为“联合办公第一股”。","content":"<html><body><article> <p><strong>本文来自 微信公众号“BT财经”（ID:btcjv1），作者：BT财经，<a href=\"https://laohu8.com/S/KRKR\">36氪</a>经授权发布。</strong></p><p><a href=\"https://laohu8.com/S/UK\">优客工场</a>近日宣布，正式完成与特殊目的收购公司<a href=\"https://laohu8.com/S/ORSN\">Orisun Acquisition</a> Corp.的业务合并，合并后的公司或Ucommune International Ltd.仍是公开交易主体，A类普通股和权证已于11月18日分别以“UK”和“UKOMW”为交易代码开始在纳斯达克市场开始交易。</p><p>简言之，优客工场通过SPAC的方式登陆美股，超越<a href=\"https://laohu8.com/S/WE\">WeWork</a>成为“联合办公第一股”。</p><p>值得一提的是，优客工场去年就曾谋求上市，失败后<a href=\"https://laohu8.com/S/C\">花旗</a>、瑞信都甩手不干。优客工场还曾在D轮融资后一度达到30亿美金的估值。</p><p>这次虽然重启上市，估值却缩水了超过7成，仅为7.69亿美元。事实证明，这一估值还算高了。</p><p>上市首日，优客工场以每股8.56美元的价格报收，当日涨幅4.77%。截至11月19日收盘，总市值只有惨淡的4944.67万美元，约合人民币3.25亿元。</p><p>还是那个配方</p><p>创立于2015年的优客工场，曾是中国联合办公空间的先驱运营商之一。在几年前共享经济概念横空出世的黄金时代，红杉资本、真格基金等顶级私募风投都曾在这些概念上押下筹码。</p><p>根据Deal Street Asia 网站信息，截至2019年，优客工场总营收超11亿元人民币，照比去年同期涨幅达160%。</p><p>而优客工场管理层预期其2021年营收为13.5亿元人民币，而2022年将达到21亿元人民币。其平台目前拥有超过70万会员，并在大中华及新加坡地区部署了超过200个办公空间。</p><p>回顾共享办公企业的创业之路，不难发现，每一家企业都爱主打“创新”这两个字。可事实上，一个并不陌生的概念，渗透进一些科技、网络元素，就可以用“创新企业”的面孔重现面市。</p><p>2019年12月，正值优客工场准备在纽交所上市时期，Business Insider网站就曾经发表文章指出，估值$26亿美金的中国版WeWork要上市了——连对盈利模式的描述都和WeWork几乎一模一样。</p><p>戏虐的标题下，也暗含了“共享办公”这一概念距离通过资本市场的公开考验，还有很远的路要走。</p><p>彼时，上市失败的WeWork已近乎成为笑谈：</p><p>同年8月，WeWork首次公开了其上市计划。然而，随着潜在投资者对其财务数据和公司运营状况展开深入分析，一个月内，WeWork的估值从$470亿美金缩水至$100亿，CEO被革职，并决定无限期推迟上市。</p><p>包裹着精美创新理念的共享办公巨头，在市场的推敲下一层一层的卸去了光芒，而其运转的内核除了一个并不时髦的“二房东”生意模型和CEO个人作风的难堪过往之外，没有丝毫盈利能力，甚至在飞速烧钱。</p><p>至此，创始人Neumann已卸任CEO，带着17亿美金离开了董事会。这一曾在风口浪尖备受追捧的共享办公独角兽，就这样，在通往IPO的路上，走下了神坛。</p><p>不是科技公司</p><p>美国共享办公巨头WeWork在2019年曾计划发行IPO，但彼时其高达470亿美金的市场估值非但没有获得潜在投资者叫好，却反而引起了市场的普遍担忧。</p><p>市场的担忧不无道理：WeWork虽然在以每年86%的速度持续扩张，但漂亮的18亿美金营收背后，却是高达16亿美金的亏损。</p><p>初创团队的愿景，往往赢不到资本市场的耐心。在讲求利润、资本效率的股市，WeWork的运营及财务状况显然配不上独角兽这一标签。</p><p>但也正式因为WeWork的IPO滑铁卢，让资本市场在天花乱坠的创新理念中依然聚焦于盈利能力，也刨析了“共享办公”的真面目：纵然在招股说明书里写了超过100次“科技”属性，抱歉，WeWork仍然不是一家科技公司。而如开卷考试般炮制WeWork的优客工场，自然也不是。</p><p>只有业务大部分来自互联网，才能叫做互联网公司，否则只能是“互联网化”公司，本质上依然是传统企业。既然如此，那就不能享受互联网公司的优待，就得对标传统企业，实实在在地以盈利说话。</p><p>要知道，在美国，一家公司是否为科技公司，往往是可以直接影响其估值的。一旦打上“科技公司”的属性，就近乎于拥有了EBITDA式估值的特权。</p><p>什么是EBITDA估值呢？该方法考察的是在利息、折旧、税前的营收。也就是说，折旧、税收、利息等一概不计去算利润。</p><p>但是，对一家二房东属性的房地产公司运用科技股估值，在一定程度上将资产折旧等巨额费用抛掷脑后，这也算是看不见的手和WeWork开的最大玩笑了吧。</p><p>2019年8月21日，《哈佛商业评论》的一篇文章对WeWork是否为科技公司进行了深度解析。</p><p>该文章认为，一家公司若想符合现代科技企业的衡量标准，应拥有5项特质——低可变成本、低资本投资、大量用户数据及用户黏度、拥有网络效应、且可以用极少成本大幅扩张其商业生态系统。</p><p>如果哈佛商业评论指出的五项特质是五门考试，WeWork和优客工场的成绩近乎不及格。</p><p>作为办公环境租赁企业，除了扮演房东外，WeWork 还拿了网吧、零食店、健身房、咖啡店的剧本。看似高档摩登的理念背后，是巨额的运营成本。</p><p>虽然WeWork 和优客工场这一类型的共享办公企业不断强调自家公司是轻资产运营，但只把买楼算作“重资产”运行，怕是对资产二字有什么误解。</p><p>把高档、现代的办公环境当卖点，就势必要把真金白银花在装潢、文娱设备的初次采购和更新换代上。相比于一家真正可以轻装上阵的科技创新公司，WeWork和优客工场这些花销的规模，和重资产也有得一拼。</p><p>另一方面，该文章指出，由于其主营业务属性，共享办公企业也很难在商业运行的环境中获取客户数据，并像脸书、<a href=\"https://laohu8.com/S/GOOG\">谷歌</a>等科技巨头那样利用这些数据来创造营收。</p><p>至于网络效应、生态系统扩张，对WeWork和优客工场这类公司来说，这些概念还过于高级和不切实际。</p><p>无法利用商业生态圈为其赋能，无法靠租金实现快速扩张，加上其自身运营天文数字的开销，在黑天鹅事件频发、集体远程办公的2020年，共享办公二房东想要实现迅猛扩张，意味着势必要不断地用投资人的资金补血。毕竟<a href=\"https://laohu8.com/S/V03.SI\">创业公司</a>可以不租办公室了，但手握长期租赁合同的明星二房东，还得付大东家钱。</p><p>看清了共享办公概念下的巨头企业运营模式，也就理解了其高增长、高亏损的财务状况。</p><p>但在放眼不谈愿景只谈收益的资本市场，便不禁让隔岸观望的潜在投资人唏嘘：疫情过后租个工位去享受？可以。投资WeWork股票？算了。</p><p>为了上市而上市</p><p>受疫情影响，人们出行、办公仿佛进入了一个新时代——甚至没有留给共享办公这一板块一个“回过神”的时间。大规模远程办公、创业公司倒闭、租金违约……和生产消费、旅行娱乐一起低迷的，还有共享办公空间。</p><p>对于优客工场来说，在中国推行共享办公，任重而道远。</p><p>中国共享办公的市场有多大呢？</p><p>市场调研公司Frost &amp; Sullivan曾发表行研报告，指出截至2019年，共享办公理念在中国的目标市场规模为1320亿人民币，并且在2013至2018年表现出了高达72% 的复合增长率。2018年至2023年之间，该公司预计这一市场仍将以50%的速度增长。</p><p>但显然，这一报告成文时，还没有新冠疫情这个黑天鹅的出现。</p><p>而且，市场需求不与供给方盈利情况绝对正相关。</p><p>不论此时此刻的优客工场上市意图如何复杂，主营业务和副业交互进行的蓝图设计得多么壮阔，都改变不了市场上现存共享办公企业的一个尴尬现状——自身主营业务的营收现金流不足以满足其日常运营和版图扩张的需求。</p><p>根据招股书中披露的财务数据，2019年前9个月，优客工场亏损5.73亿元，较上年同期扩大112%。在2017年至2019年前九个月，优客工场的经营活动现金流一直为负。</p><p>虽然2020年上半年经营性现金流已经转正，净流入241.8万元人民币，但仍然亏损1.89亿元。</p><p>这说明优客工场亟需资金注入，否则岌岌可危。这或许说明了为什么优客工场在正常上市途径宣告失败后，要选择被收购的SPAC方式继续谋求上市。</p><p>据透露，优客工场还与Orisun签了对赌协议，约定2020年-2022年这三年的净收入符合某些特定条件，或在达到某些特定目标之前达到一定的股价门槛。</p><p>但这场豪赌胜算恐怕不大。</p><p>精明的资本市场不会在短期内将资金大幅注入一个没有盈利能力的企业，即便它有改变世界的愿景也不会。有个信号值得注意，就在优客工场登陆前两天（11月16日），持股10%以上的股东GLAZER CAPITAL，LLC以10.2美元的价格（高于上市当天开盘价9.4美元），净卖出70万股。</p><p>对于资本而言，漂亮的资产负债表才是值得亲近和进一步了解的敲门砖，没有这般美貌，投资人没有理由也没有渠道去读懂一家公司。</p><p>当然，优客工场纯粹是为了上市而上市，恐怕也是投资方寻求退出的一种路径。据悉，创始人毛大庆目前已将工作重心放在了下一个创业项目，不再担任CEO一职。</p><p>看看同样以SPAC方式登陆美股的<a href=\"https://laohu8.com/S/KXIN\">开心汽车</a>的表现吧，股价常年徘徊在临近退市的一美元附近。</p><p>这样的垃圾中概股，真的有必要再多一个吗？</p><p>（编辑：文文）</p> </article></body></html>","source":"highlight_zhitongcaijin","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>优客工场借壳登陆纳斯达克，又一只垃圾股流血上市？</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; 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class=\"title\">\n优客工场借壳登陆纳斯达克，又一只垃圾股流血上市？\n</h2>\n\n<h4 class=\"meta\">\n\n\n2020-11-21 16:31 北京时间&nbsp;&nbsp;&nbsp;<a href=http://www.zhitongcaijing.com/content/detail/366056.html><strong>智通财经网</strong></a>\n\n\n</h4>\n\n</header>\n<article>\n<div>\n<p>本文来自 微信公众号“BT财经”（ID:btcjv1），作者：BT财经，36氪经授权发布。优客工场近日宣布，正式完成与特殊目的收购公司Orisun Acquisition Corp.的业务合并，合并后的公司或Ucommune International Ltd.仍是公开交易主体，A类普通股和权证已于11月18日分别以“UK”和“UKOMW”为交易代码开始在纳斯达克市场开始交易。简言之，优客工场通过...</p>\n\n<a href=\"http://www.zhitongcaijing.com/content/detail/366056.html\">Web Link</a>\n\n</div>\n\n\n</article>\n</div>\n</body>\n</html>\n","type":0,"thumbnail":"https://img.zhitongcaijing.com/image/20201121/20201121163153_83654.png?x-oss-process=image/format,jpg/quality,Q_80","relate_stocks":{"SQQQ":"纳指三倍做空ETF",".IXIC":"NASDAQ Composite","QQQ":"纳指100ETF","TQQQ":"纳指三倍做多ETF","UK":"优客工场","QID":"纳指两倍做空ETF","PSQ":"纳指反向ETF","03086":"华夏纳指","QLD":"纳指两倍做多ETF"},"source_url":"http://www.zhitongcaijing.com/content/detail/366056.html","is_english":false,"share_image_url":"https://static.laohu8.com/6ca2dcdccfa2217fb20a0351f4efe814","article_id":"2085581462","content_text":"本文来自 微信公众号“BT财经”（ID:btcjv1），作者：BT财经，36氪经授权发布。优客工场近日宣布，正式完成与特殊目的收购公司Orisun Acquisition Corp.的业务合并，合并后的公司或Ucommune International Ltd.仍是公开交易主体，A类普通股和权证已于11月18日分别以“UK”和“UKOMW”为交易代码开始在纳斯达克市场开始交易。简言之，优客工场通过SPAC的方式登陆美股，超越WeWork成为“联合办公第一股”。值得一提的是，优客工场去年就曾谋求上市，失败后花旗、瑞信都甩手不干。优客工场还曾在D轮融资后一度达到30亿美金的估值。这次虽然重启上市，估值却缩水了超过7成，仅为7.69亿美元。事实证明，这一估值还算高了。上市首日，优客工场以每股8.56美元的价格报收，当日涨幅4.77%。截至11月19日收盘，总市值只有惨淡的4944.67万美元，约合人民币3.25亿元。还是那个配方创立于2015年的优客工场，曾是中国联合办公空间的先驱运营商之一。在几年前共享经济概念横空出世的黄金时代，红杉资本、真格基金等顶级私募风投都曾在这些概念上押下筹码。根据Deal Street Asia 网站信息，截至2019年，优客工场总营收超11亿元人民币，照比去年同期涨幅达160%。而优客工场管理层预期其2021年营收为13.5亿元人民币，而2022年将达到21亿元人民币。其平台目前拥有超过70万会员，并在大中华及新加坡地区部署了超过200个办公空间。回顾共享办公企业的创业之路，不难发现，每一家企业都爱主打“创新”这两个字。可事实上，一个并不陌生的概念，渗透进一些科技、网络元素，就可以用“创新企业”的面孔重现面市。2019年12月，正值优客工场准备在纽交所上市时期，Business Insider网站就曾经发表文章指出，估值$26亿美金的中国版WeWork要上市了——连对盈利模式的描述都和WeWork几乎一模一样。戏虐的标题下，也暗含了“共享办公”这一概念距离通过资本市场的公开考验，还有很远的路要走。彼时，上市失败的WeWork已近乎成为笑谈：同年8月，WeWork首次公开了其上市计划。然而，随着潜在投资者对其财务数据和公司运营状况展开深入分析，一个月内，WeWork的估值从$470亿美金缩水至$100亿，CEO被革职，并决定无限期推迟上市。包裹着精美创新理念的共享办公巨头，在市场的推敲下一层一层的卸去了光芒，而其运转的内核除了一个并不时髦的“二房东”生意模型和CEO个人作风的难堪过往之外，没有丝毫盈利能力，甚至在飞速烧钱。至此，创始人Neumann已卸任CEO，带着17亿美金离开了董事会。这一曾在风口浪尖备受追捧的共享办公独角兽，就这样，在通往IPO的路上，走下了神坛。不是科技公司美国共享办公巨头WeWork在2019年曾计划发行IPO，但彼时其高达470亿美金的市场估值非但没有获得潜在投资者叫好，却反而引起了市场的普遍担忧。市场的担忧不无道理：WeWork虽然在以每年86%的速度持续扩张，但漂亮的18亿美金营收背后，却是高达16亿美金的亏损。初创团队的愿景，往往赢不到资本市场的耐心。在讲求利润、资本效率的股市，WeWork的运营及财务状况显然配不上独角兽这一标签。但也正式因为WeWork的IPO滑铁卢，让资本市场在天花乱坠的创新理念中依然聚焦于盈利能力，也刨析了“共享办公”的真面目：纵然在招股说明书里写了超过100次“科技”属性，抱歉，WeWork仍然不是一家科技公司。而如开卷考试般炮制WeWork的优客工场，自然也不是。只有业务大部分来自互联网，才能叫做互联网公司，否则只能是“互联网化”公司，本质上依然是传统企业。既然如此，那就不能享受互联网公司的优待，就得对标传统企业，实实在在地以盈利说话。要知道，在美国，一家公司是否为科技公司，往往是可以直接影响其估值的。一旦打上“科技公司”的属性，就近乎于拥有了EBITDA式估值的特权。什么是EBITDA估值呢？该方法考察的是在利息、折旧、税前的营收。也就是说，折旧、税收、利息等一概不计去算利润。但是，对一家二房东属性的房地产公司运用科技股估值，在一定程度上将资产折旧等巨额费用抛掷脑后，这也算是看不见的手和WeWork开的最大玩笑了吧。2019年8月21日，《哈佛商业评论》的一篇文章对WeWork是否为科技公司进行了深度解析。该文章认为，一家公司若想符合现代科技企业的衡量标准，应拥有5项特质——低可变成本、低资本投资、大量用户数据及用户黏度、拥有网络效应、且可以用极少成本大幅扩张其商业生态系统。如果哈佛商业评论指出的五项特质是五门考试，WeWork和优客工场的成绩近乎不及格。作为办公环境租赁企业，除了扮演房东外，WeWork 还拿了网吧、零食店、健身房、咖啡店的剧本。看似高档摩登的理念背后，是巨额的运营成本。虽然WeWork 和优客工场这一类型的共享办公企业不断强调自家公司是轻资产运营，但只把买楼算作“重资产”运行，怕是对资产二字有什么误解。把高档、现代的办公环境当卖点，就势必要把真金白银花在装潢、文娱设备的初次采购和更新换代上。相比于一家真正可以轻装上阵的科技创新公司，WeWork和优客工场这些花销的规模，和重资产也有得一拼。另一方面，该文章指出，由于其主营业务属性，共享办公企业也很难在商业运行的环境中获取客户数据，并像脸书、谷歌等科技巨头那样利用这些数据来创造营收。至于网络效应、生态系统扩张，对WeWork和优客工场这类公司来说，这些概念还过于高级和不切实际。无法利用商业生态圈为其赋能，无法靠租金实现快速扩张，加上其自身运营天文数字的开销，在黑天鹅事件频发、集体远程办公的2020年，共享办公二房东想要实现迅猛扩张，意味着势必要不断地用投资人的资金补血。毕竟创业公司可以不租办公室了，但手握长期租赁合同的明星二房东，还得付大东家钱。看清了共享办公概念下的巨头企业运营模式，也就理解了其高增长、高亏损的财务状况。但在放眼不谈愿景只谈收益的资本市场，便不禁让隔岸观望的潜在投资人唏嘘：疫情过后租个工位去享受？可以。投资WeWork股票？算了。为了上市而上市受疫情影响，人们出行、办公仿佛进入了一个新时代——甚至没有留给共享办公这一板块一个“回过神”的时间。大规模远程办公、创业公司倒闭、租金违约……和生产消费、旅行娱乐一起低迷的，还有共享办公空间。对于优客工场来说，在中国推行共享办公，任重而道远。中国共享办公的市场有多大呢？市场调研公司Frost & Sullivan曾发表行研报告，指出截至2019年，共享办公理念在中国的目标市场规模为1320亿人民币，并且在2013至2018年表现出了高达72% 的复合增长率。2018年至2023年之间，该公司预计这一市场仍将以50%的速度增长。但显然，这一报告成文时，还没有新冠疫情这个黑天鹅的出现。而且，市场需求不与供给方盈利情况绝对正相关。不论此时此刻的优客工场上市意图如何复杂，主营业务和副业交互进行的蓝图设计得多么壮阔，都改变不了市场上现存共享办公企业的一个尴尬现状——自身主营业务的营收现金流不足以满足其日常运营和版图扩张的需求。根据招股书中披露的财务数据，2019年前9个月，优客工场亏损5.73亿元，较上年同期扩大112%。在2017年至2019年前九个月，优客工场的经营活动现金流一直为负。虽然2020年上半年经营性现金流已经转正，净流入241.8万元人民币，但仍然亏损1.89亿元。这说明优客工场亟需资金注入，否则岌岌可危。这或许说明了为什么优客工场在正常上市途径宣告失败后，要选择被收购的SPAC方式继续谋求上市。据透露，优客工场还与Orisun签了对赌协议，约定2020年-2022年这三年的净收入符合某些特定条件，或在达到某些特定目标之前达到一定的股价门槛。但这场豪赌胜算恐怕不大。精明的资本市场不会在短期内将资金大幅注入一个没有盈利能力的企业，即便它有改变世界的愿景也不会。有个信号值得注意，就在优客工场登陆前两天（11月16日），持股10%以上的股东GLAZER CAPITAL，LLC以10.2美元的价格（高于上市当天开盘价9.4美元），净卖出70万股。对于资本而言，漂亮的资产负债表才是值得亲近和进一步了解的敲门砖，没有这般美貌，投资人没有理由也没有渠道去读懂一家公司。当然，优客工场纯粹是为了上市而上市，恐怕也是投资方寻求退出的一种路径。据悉，创始人毛大庆目前已将工作重心放在了下一个创业项目，不再担任CEO一职。看看同样以SPAC方式登陆美股的开心汽车的表现吧，股价常年徘徊在临近退市的一美元附近。这样的垃圾中概股，真的有必要再多一个吗？（编辑：文文）","news_type":1},"isVote":1,"tweetType":1,"viewCount":995,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"CN","totalScore":0},{"id":399256133,"gmtCreate":1606143756022,"gmtModify":1703841157038,"author":{"id":"3540865998061630","authorId":"3540865998061630","name":"初生的牛犊","avatar":"https://static.tigerbbs.com/6f6471eaddb6eb1ee2fb805221f88257","crmLevel":1,"crmLevelSwitch":0,"followedFlag":false,"authorIdStr":"3540865998061630","idStr":"3540865998061630"},"themes":[],"htmlText":"<a href=\"https://laohu8.com/S/UK\">$优客工场(UK)$</a>空间业务绝对是未来最有前景的业务之一，相信优客工场能深耕空间运营，做好企业服务，为更多会员赋能，创造空间新价值！","listText":"<a href=\"https://laohu8.com/S/UK\">$优客工场(UK)$</a>空间业务绝对是未来最有前景的业务之一，相信优客工场能深耕空间运营，做好企业服务，为更多会员赋能，创造空间新价值！","text":"$优客工场(UK)$空间业务绝对是未来最有前景的业务之一，相信优客工场能深耕空间运营，做好企业服务，为更多会员赋能，创造空间新价值！","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":3,"commentSize":1,"repostSize":0,"link":"https://laohu8.com/post/399256133","isVote":1,"tweetType":1,"viewCount":595,"authorTweetTopStatus":1,"verified":2,"comments":[{"author":{"id":"3527667803686145","authorId":"3527667803686145","name":"社区成长助手","avatar":"https://static.tigerbbs.com/2b7c7106b5c0c8b0037faa67439d898f","crmLevel":1,"crmLevelSwitch":0,"authorIdStr":"3527667803686145","idStr":"3527667803686145"},"content":"终于等到了您的初发帖[比心][比心]发帖时关联相关股票或者相关话题，可以获得更多曝光哦～如果您想创作优质文章，请查看老虎社区创作指引","text":"终于等到了您的初发帖[比心][比心]发帖时关联相关股票或者相关话题，可以获得更多曝光哦～如果您想创作优质文章，请查看老虎社区创作指引","html":"终于等到了您的初发帖[比心][比心]发帖时关联相关股票或者相关话题，可以获得更多曝光哦～如果您想创作优质文章，请查看老虎社区创作指引"}],"imageCount":0,"langContent":"CN","totalScore":0}],"hots":[{"id":850945581,"gmtCreate":1634548696555,"gmtModify":1634548696555,"author":{"id":"3540865998061630","authorId":"3540865998061630","name":"初生的牛犊","avatar":"https://static.tigerbbs.com/6f6471eaddb6eb1ee2fb805221f88257","crmLevel":1,"crmLevelSwitch":0,"followedFlag":false,"authorIdStr":"3540865998061630","idStr":"3540865998061630"},"themes":[],"htmlText":"<a href=\"https://laohu8.com/S/UK\">$优客工场(UK)$</a>是开始反弹了吗","listText":"<a href=\"https://laohu8.com/S/UK\">$优客工场(UK)$</a>是开始反弹了吗","text":"$优客工场(UK)$是开始反弹了吗","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":6,"commentSize":0,"repostSize":0,"link":"https://laohu8.com/post/850945581","isVote":1,"tweetType":1,"viewCount":981,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"CN","totalScore":0},{"id":628564107,"gmtCreate":1673351272209,"gmtModify":1673351279417,"author":{"id":"3540865998061630","authorId":"3540865998061630","name":"初生的牛犊","avatar":"https://static.tigerbbs.com/6f6471eaddb6eb1ee2fb805221f88257","crmLevel":1,"crmLevelSwitch":0,"followedFlag":false,"authorIdStr":"3540865998061630","idStr":"3540865998061630"},"themes":[],"htmlText":"你的意思是说，苹果的市值，亚马逊的市值，沃尔玛的市值，都不应该很高","listText":"你的意思是说，苹果的市值，亚马逊的市值，沃尔玛的市值，都不应该很高","text":"你的意思是说，苹果的市值，亚马逊的市值，沃尔玛的市值，都不应该很高","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":1,"commentSize":2,"repostSize":0,"link":"https://laohu8.com/post/628564107","repostId":"2302271032","repostType":2,"repost":{"id":"2302271032","pubTimestamp":1673328619,"share":"https://www.laohu8.com/m/news/2302271032?lang=&edition=full","pubTime":"2023-01-10 13:30","market":"us","language":"zh","title":"对冲基金大佬Bill Miller：正在做空特斯拉，越涨越空","url":"https://stock-news.laohu8.com/highlight/detail?id=2302271032","media":"华尔街见闻","summary":"Miller认为，作为汽车制造商，特斯拉估值不应该超过全球五大汽车制造商的总和，而作为科技公司，它兜售的是个糟糕透顶的生意。连续15年战胜标普的传奇价值投资者Bill Miller表示，由于新能源汽车","content":"<html><head></head><body><blockquote><b>Miller认为，作为汽车制造商，特斯拉估值不应该超过全球五大汽车制造商的总和，而作为科技公司，它兜售的是个糟糕透顶的生意。</b></blockquote><p>连续15年战胜标普的传奇价值投资者Bill Miller表示，由于新能源汽车行业竞争日益激烈，他正在做空<a href=\"https://laohu8.com/S/TSLA\">特斯拉</a>的股票。</p><p>“<b>我最近做空了特斯拉，今天做空了更多。如果股价上涨，我会做空更多股票</b>，”Miller上周五在接受媒体采访时表示。</p><p>特斯拉统治新能源汽车行业已有十多年，但随着传统汽车制造商纷纷押注电动汽车赛道，其他新势力强势崛起，特斯拉的领先地位正在被撼动。</p><p>Miller表示：</p><p><b>特斯拉现在正在失去市场份额。</b>他们不得不降价。这是一家非凡的公司，但在我看来，它不值3800亿美元......<b>我只是认为它的价值不应该超过全球五大汽车制造商的总和。</b>而且所有这些（传统车企）都将生产电动汽车。</p><p>根据最新收盘价计算，丰田、大众、奔驰、通用、福特目前总市值约为4700亿美元。隔夜美股收盘，特斯拉股价大涨近6%，但在过去1年累跌超过65%，市值较2021年年底高点蒸发9000亿美元，约等于5个<a href=\"https://laohu8.com/S/TM\">丰田汽车</a>的市值。</p><p><img src=\"https://static.tigerbbs.com/64ef12fca1b7ecf4d0e66fe02b7a7623\" tg-width=\"840\" tg-height=\"470\" width=\"100%\" height=\"auto\"/></p><p>由于销售疲态尽显，号称不会降价的特斯拉频频打脸，去年在中国、欧美市场开启数轮降价活动，又在2023年第一周开启了新一轮全球降价，在中国和日本市场的Model 3和Model Y的起售价均下调约10%。</p><p>除了行业竞争，特斯拉本身的定位也是Miller看跌特斯拉的原因。一直以来，业界对于特斯拉的定位争议不断—— 特斯拉是一家科技公司还是一家汽车公司？Miller认为特斯拉属于后者。</p><p>正因为它是一家汽车公司，现在的估值看起来太高了。他强调，<b>特斯拉目前的估值是<a href=\"https://laohu8.com/S/GM\">通用汽车</a>500亿美元市值的7倍。</b></p><p>我认为特斯拉太贵了。特斯拉盈利比现在的汽车公司都要多。它有大量的自由现金流。<b>如果你认为它是一只科技股，那么它的市盈率应该与其主导电动汽车行业时的市盈率不相上下，这样才合理。</b></p><p>若将其作为一个科技公司看待，特斯拉和其他科技公司有一个相当大的区别，那就是汽车业对投资者来说并不那么有吸引力。Miller说：</p><p>特斯拉和其它科技股之间的区别在于，<b>它兜售的是个糟糕透顶的生意。</b>全球汽车工业是一个糟糕的行业，产能太大，而且资本回报率很低。对于特斯拉来说，它正在与一股糟糕的潮流作斗争。</p><p>无论如何，Miller都承认了这家明星汽车制造商和前全球首富的过人之处。</p><p>我认为特斯拉是一家非凡的公司。我认为埃隆•马斯克是个天才。</p><p>现年72岁的Miller是风投公司Miller Value Partners创办人兼首席执行官，在投资界有着传奇一般的经历，当年他还是Legg Mason价值信托基金操盘手时，曾经连续15年打败标普500指数，成绩斐然。</p></body></html>","source":"wallstreetcn_api","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>对冲基金大佬Bill Miller：正在做空特斯拉，越涨越空</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{ 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{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对冲基金大佬Bill Miller：正在做空特斯拉，越涨越空\n</h2>\n\n<h4 class=\"meta\">\n\n\n2023-01-10 13:30 北京时间&nbsp;&nbsp;&nbsp;<a href=https://wallstreetcn.com/articles/3679455><strong>华尔街见闻</strong></a>\n\n\n</h4>\n\n</header>\n<article>\n<div>\n<p>Miller认为，作为汽车制造商，特斯拉估值不应该超过全球五大汽车制造商的总和，而作为科技公司，它兜售的是个糟糕透顶的生意。连续15年战胜标普的传奇价值投资者Bill Miller表示，由于新能源汽车行业竞争日益激烈，他正在做空特斯拉的股票。“我最近做空了特斯拉，今天做空了更多。如果股价上涨，我会做空更多股票，”Miller上周五在接受媒体采访时表示。特斯拉统治新能源汽车行业已有十多年，但随着传统...</p>\n\n<a href=\"https://wallstreetcn.com/articles/3679455\">Web Link</a>\n\n</div>\n\n\n</article>\n</div>\n</body>\n</html>\n","type":0,"thumbnail":"https://static.tigerbbs.com/968c7f56416ea450ba452ed25e324d2e","relate_stocks":{"LU1551013425.SGD":"Allianz Income and Growth Cl AMg2 DIS H2-SGD","LU1861220033.SGD":"Blackrock Next Generation Technology A2 SGD-H","LU0348723411.USD":"ALLIANZ GLOBAL HI-TECH GROWTH \"A\" (USD) INC","LU1720051108.HKD":"ALLIANZ GLOBAL ARTIFICIAL INTELLIGENCE \"AT\" (HKD) ACC","LU0943347566.SGD":"安联收益及增长平衡基金AM H2-SGD","LU0234570918.USD":"高盛全球核心股票组合Acc 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Acc","LU1861558580.USD":"日兴方舟颠覆性创新基金B","TSLA":"特斯拉","BK4548":"巴美列捷福持仓"},"source_url":"https://wallstreetcn.com/articles/3679455","is_english":false,"share_image_url":"https://static.laohu8.com/e9f99090a1c2ed51c021029395664489","article_id":"2302271032","content_text":"Miller认为，作为汽车制造商，特斯拉估值不应该超过全球五大汽车制造商的总和，而作为科技公司，它兜售的是个糟糕透顶的生意。连续15年战胜标普的传奇价值投资者Bill Miller表示，由于新能源汽车行业竞争日益激烈，他正在做空特斯拉的股票。“我最近做空了特斯拉，今天做空了更多。如果股价上涨，我会做空更多股票，”Miller上周五在接受媒体采访时表示。特斯拉统治新能源汽车行业已有十多年，但随着传统汽车制造商纷纷押注电动汽车赛道，其他新势力强势崛起，特斯拉的领先地位正在被撼动。Miller表示：特斯拉现在正在失去市场份额。他们不得不降价。这是一家非凡的公司，但在我看来，它不值3800亿美元......我只是认为它的价值不应该超过全球五大汽车制造商的总和。而且所有这些（传统车企）都将生产电动汽车。根据最新收盘价计算，丰田、大众、奔驰、通用、福特目前总市值约为4700亿美元。隔夜美股收盘，特斯拉股价大涨近6%，但在过去1年累跌超过65%，市值较2021年年底高点蒸发9000亿美元，约等于5个丰田汽车的市值。由于销售疲态尽显，号称不会降价的特斯拉频频打脸，去年在中国、欧美市场开启数轮降价活动，又在2023年第一周开启了新一轮全球降价，在中国和日本市场的Model 3和Model Y的起售价均下调约10%。除了行业竞争，特斯拉本身的定位也是Miller看跌特斯拉的原因。一直以来，业界对于特斯拉的定位争议不断—— 特斯拉是一家科技公司还是一家汽车公司？Miller认为特斯拉属于后者。正因为它是一家汽车公司，现在的估值看起来太高了。他强调，特斯拉目前的估值是通用汽车500亿美元市值的7倍。我认为特斯拉太贵了。特斯拉盈利比现在的汽车公司都要多。它有大量的自由现金流。如果你认为它是一只科技股，那么它的市盈率应该与其主导电动汽车行业时的市盈率不相上下，这样才合理。若将其作为一个科技公司看待，特斯拉和其他科技公司有一个相当大的区别，那就是汽车业对投资者来说并不那么有吸引力。Miller说：特斯拉和其它科技股之间的区别在于，它兜售的是个糟糕透顶的生意。全球汽车工业是一个糟糕的行业，产能太大，而且资本回报率很低。对于特斯拉来说，它正在与一股糟糕的潮流作斗争。无论如何，Miller都承认了这家明星汽车制造商和前全球首富的过人之处。我认为特斯拉是一家非凡的公司。我认为埃隆•马斯克是个天才。现年72岁的Miller是风投公司Miller Value Partners创办人兼首席执行官，在投资界有着传奇一般的经历，当年他还是Legg 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