日月神剑的个人主页 - 老虎社区

日月神剑

日月神剑

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IP属地：江西

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2022-06-28

疫情终于快过去了

市场综述 | 超重磅！隔离政策调整，这些板块涨疯了

2022-06-10

马斯克是人类希望，拜登没啥卵用

骑虎难下的马斯克，守株待兔的推特

2022-02-24

非军事化，等着挨打

抱歉，原内容已删除

2022-01-04

泡泡苹果

抱歉，原内容已删除

2021-08-03

$新东方(EDU)$还不如私有化

2021-08-03

$网易(NTES)$文件强国，法律一边放

2021-07-28

文件治国猛于虎！一张纸可以锤死中丐！

中概股跌幅持续扩大，小鹏汽车跌超15%

2021-07-28

$阿里巴巴(BABA)$中国人打自己最狠。

2021-07-28

$阿里巴巴(BABA)$文件强国！老美都看傻了。

2021-07-27

有些地方人满为患，严重拉低了生活水平和人口素质。

抱歉，原内容已删除

2021-06-20

$Dionics, Inc.(DION)$仙股

2021-06-08

利好

抱歉，原内容已删除

2021-04-21

$富途控股(FUTU)$天天跟闹着玩似的

2021-04-21

$特斯拉(TSLA)$功夫再高也怕菜刀！！

2021-04-16

$特斯拉(TSLA)$都去买狗币了？

2021-03-12

$蔚来(NIO)$不要怂，拿出前两天的势头来

2021-03-12

微信商家号手续费收的太狠的下场

抱歉，原内容已删除

2021-03-10

$蔚来(NIO)$要跑？

2021-03-09

$百度(BIDU)$还不回购？

2021-03-09

$拼多多(PDD)$今年在拼多多平台消费两万多

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16:34","market":"sh","language":"zh","title":"市场综述 | 超重磅！隔离政策调整，这些板块涨疯了","url":"https://stock-news.laohu8.com/highlight/detail?id=1131569096","media":"老虎资讯综合","summary":"港股新冠隔离政策有所放宽，港股主要指数午后直线拉升转涨，恒指涨0.85%，国指涨0.98%，恒生科技指数涨0.61%，三者均连涨4日且续刷反弹新高。盘面上，以旅游、消费、航空、博彩、酒店住宿为首的概念","content":"<html><head></head><body><p><b>港股</b></p><p>新冠隔离政策有所放宽，港股主要指数午后直线拉升转涨，恒指涨0.85%，国指涨0.98%，恒生科技指数涨0.61%，三者均连涨4日且续刷反弹新高。</p><p><img src=\"https://static.tigerbbs.com/2e135190b201d134ddff9516c5fc762c\" tg-width=\"840\" tg-height=\"470\" referrerpolicy=\"no-referrer\"/></p><p>盘面上，以旅游、消费、航空、博彩、酒店住宿为首的概念股均大涨，<a href=\"https://laohu8.com/S/09961\">携程集团-S</a>与<a href=\"https://laohu8.com/S/01179\">华住集团-S</a>盘中均涨超20%，<a href=\"https://laohu8.com/S/00753\">中国国航</a>、<a href=\"https://laohu8.com/S/01928\">金沙中国有限公司</a>等多只个股涨幅超10%，消息面：第九版新冠病毒肺炎防控方案发布，密接和入境人员隔离14加7改为7加3；此外，上海<a href=\"https://laohu8.com/S/DIS\">迪士尼</a>将于6月30日恢复运营。</p><p><img src=\"https://static.tigerbbs.com/39c2c659fb3f71a86a354d3ee277ad10\" tg-width=\"840\" tg-height=\"470\" referrerpolicy=\"no-referrer\"/><img src=\"https://static.tigerbbs.com/c62e23db5b3c2b32dd7d491db4cb5413\" tg-width=\"840\" tg-height=\"470\" referrerpolicy=\"no-referrer\"/></p><p>燃气股、锂电池、<a href=\"https://laohu8.com/S/TSLA\">特斯拉</a>概念股、风电股等纷纷跟涨；大型科技股部分转涨，<a href=\"https://laohu8.com/S/01810\">小米集团-W</a>、<a href=\"https://laohu8.com/S/03690\">美团-W</a>、<a href=\"https://laohu8.com/S/09888\">百度集团-SW</a>均上涨，<a href=\"https://laohu8.com/S/00700\">腾讯控股</a>跌超3%，<a href=\"https://laohu8.com/S/09999\">网易-S</a>、<a href=\"https://laohu8.com/S/09618\">京东集团-SW</a>继续收跌。另一方面，在线教育股、手游股全天表现弱势，医美、元宇宙板块走低明显。</p><p><b>A股</b></p><p>指数早盘弱势震荡，午后随着入境隔离放宽消息公布，指数一路走高，沪指自3月7日以来首次站上3400点，录得四连升。截止收盘，沪指涨0.89%报3409点，深成指涨1.23%，创业板指涨0.35%。两市3600股上涨，约140股涨停，成交额连续四个交易日在万亿上方，北上资金净买入46.48亿。</p><p><img src=\"https://static.tigerbbs.com/1a8b29a891a71a19bc69017ace10f840\" tg-width=\"840\" tg-height=\"470\" referrerpolicy=\"no-referrer\"/></p><p>两市个股多数上涨，题材概念整体表现活跃，旅游、酒店餐饮、航空等经济复苏主题股闻讯大涨，<a href=\"https://laohu8.com/S/000610\">西安旅游</a>、<a href=\"https://laohu8.com/S/000721\">西安饮食</a>等股涨停；芯片、5G、消费电子、虚拟现实等科技题材午后大幅走高，<a href=\"https://laohu8.com/S/600745\">闻泰科技</a>等多股涨停，<a href=\"https://laohu8.com/S/603501\">韦尔股份</a>涨5%；汽车方向个股表现强劲，汽车整车股大涨，<a href=\"https://laohu8.com/S/000625\">长安汽车</a>涨停再创新高，汽配股现涨停潮，<a href=\"https://laohu8.com/S/002454\">松芝股份</a>8连板，<a href=\"https://laohu8.com/S/002703\">浙江世宝</a>12日11板；<a href=\"https://laohu8.com/S/5RE.SI\">智能</a>机器概念股批量涨停，军工、有机硅、元宇宙等概念大涨靠前。</p><p><b>美股</b></p><p>美股三大股指期货小幅走高，截至发稿，道指期货涨0.44%，纳斯达克100指数期货涨0.37%，标普500指数期货涨0.42%。</p><p><img src=\"https://static.tigerbbs.com/1bf96b6f783c52edccdc92970c7a985a\" tg-width=\"385\" tg-height=\"185\" referrerpolicy=\"no-referrer\"/></p><p>携程盘前涨超16%，此前国家卫健委发布第九版新冠肺炎防控方案，将密切接触者、入境人员隔离管控时间从“14+7”调整为“7+3”。</p><p><a href=\"https://laohu8.com/S/NKE\">耐克</a>盘前跌2.4%，2022财年第四财季<a href=\"https://laohu8.com/S/NKE\">耐克</a>大中华区营收为15.61亿美元，同比下降19%。</p><p><a href=\"https://laohu8.com/S/OXY\">西方石油</a>盘前涨近2%，巴菲特旗下公司<a href=\"https://laohu8.com/S/BRK.A\">伯克希尔</a>哈撒韦再斥资4400万美元增持<a href=\"https://laohu8.com/S/OXY\">西方石油</a>股票，持股比例提升至16.4%。</p><p><b>欧股</b></p><p>欧洲主要指数全线上涨，德国DAX30涨0.69%，<a href=\"https://laohu8.com/S/VUKE.UK\">英国富时100</a>涨1.07%，法国CAC40涨1.11%。</p><p><img src=\"https://static.tigerbbs.com/67dffa281cb9db3e2dd152e015089ea4\" tg-width=\"822\" tg-height=\"289\" referrerpolicy=\"no-referrer\"/></p><p><b>原油</b></p><p>原油期货走高，截止发稿，WTI原油报110.7美元/桶，涨1.03%；布油现报112.12美元/桶，涨1.03%。</p><p>由于供应紧张，原油价格上涨。不过，七国集团(G7)领导人称要在降低能源价格的同时向俄罗斯施压。七国集团称“只要需要”就会与乌克兰站在一起，并提议限制俄罗斯石油价格。</p><p><img src=\"https://static.tigerbbs.com/7b78e382a4fe7a05f31d223331528953\" tg-width=\"889\" tg-height=\"824\" referrerpolicy=\"no-referrer\"/><img src=\"https://static.tigerbbs.com/61b5bf26a7511e61c92c116c8975d1ea\" tg-width=\"889\" tg-height=\"823\" referrerpolicy=\"no-referrer\"/></p><p><b>黄金</b></p><p>黄金期货小幅走高，现涨0.22%，报1828.9美元/盎司。</p><p>国际金价小幅上涨，因美债收益率和美元走弱，但由于缺乏任何新的催化剂推动市场走势，投资者仍持观望态度。金价料很难跌破1798美元。在市场被注入新的活力之前，区间交易策略仍是首选。</p><p><img src=\"https://static.tigerbbs.com/8d4fffc8fe3137cc0d699b1a10cfa4dc\" tg-width=\"889\" tg-height=\"822\" referrerpolicy=\"no-referrer\"/></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>市场综述 | 超重磅！隔离政策调整，这些板块涨疯了</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; margin-bottom:.6em; }\nh3,h4,h5,h6{ line-height:1.35; margin-bottom:1em; }\nh1{ font-size:24px; }\nh2{ font-size:20px; }\nh3{ font-size:18px; }\nh4{ font-size:16px; }\nh5{ font-size:14px; }\nh6{ font-size:12px; }\np,ul,ol,blockquote,dl,table{ margin:1.2em 0; }\nul,ol{ margin-left:2em; }\nul{ list-style:disc; 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margin: 0;line-height: 11px;}\n.small {font-size: 12.5px; display: inline-block; transform: scale(0.9); -webkit-transform: scale(0.9); transform-origin: left; -webkit-transform-origin: left;}\n.smaller {font-size: 12.5px; display: inline-block; transform: scale(0.8); -webkit-transform: scale(0.8); transform-origin: left; -webkit-transform-origin: left;}\n.bt-text {font-size: 12px;margin: 1.5em 0 0 0}\n.bt-text p {margin: 0}\n</style>\n</head>\n<body>\n<div class=\"wrapper\">\n<header>\n<h2 class=\"title\">\n市场综述 | 超重磅！隔离政策调整，这些板块涨疯了\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\">2022-06-28 16:34</p>\n</div>\n\n</a>\n\n\n</h4>\n\n</header>\n<article>\n<html><head></head><body><p><b>港股</b></p><p>新冠隔离政策有所放宽，港股主要指数午后直线拉升转涨，恒指涨0.85%，国指涨0.98%，恒生科技指数涨0.61%，三者均连涨4日且续刷反弹新高。</p><p><img src=\"https://static.tigerbbs.com/2e135190b201d134ddff9516c5fc762c\" tg-width=\"840\" tg-height=\"470\" referrerpolicy=\"no-referrer\"/></p><p>盘面上，以旅游、消费、航空、博彩、酒店住宿为首的概念股均大涨，<a href=\"https://laohu8.com/S/09961\">携程集团-S</a>与<a href=\"https://laohu8.com/S/01179\">华住集团-S</a>盘中均涨超20%，<a href=\"https://laohu8.com/S/00753\">中国国航</a>、<a href=\"https://laohu8.com/S/01928\">金沙中国有限公司</a>等多只个股涨幅超10%，消息面：第九版新冠病毒肺炎防控方案发布，密接和入境人员隔离14加7改为7加3；此外，上海<a href=\"https://laohu8.com/S/DIS\">迪士尼</a>将于6月30日恢复运营。</p><p><img src=\"https://static.tigerbbs.com/39c2c659fb3f71a86a354d3ee277ad10\" tg-width=\"840\" tg-height=\"470\" referrerpolicy=\"no-referrer\"/><img src=\"https://static.tigerbbs.com/c62e23db5b3c2b32dd7d491db4cb5413\" tg-width=\"840\" tg-height=\"470\" referrerpolicy=\"no-referrer\"/></p><p>燃气股、锂电池、<a href=\"https://laohu8.com/S/TSLA\">特斯拉</a>概念股、风电股等纷纷跟涨；大型科技股部分转涨，<a href=\"https://laohu8.com/S/01810\">小米集团-W</a>、<a href=\"https://laohu8.com/S/03690\">美团-W</a>、<a href=\"https://laohu8.com/S/09888\">百度集团-SW</a>均上涨，<a href=\"https://laohu8.com/S/00700\">腾讯控股</a>跌超3%，<a href=\"https://laohu8.com/S/09999\">网易-S</a>、<a href=\"https://laohu8.com/S/09618\">京东集团-SW</a>继续收跌。另一方面，在线教育股、手游股全天表现弱势，医美、元宇宙板块走低明显。</p><p><b>A股</b></p><p>指数早盘弱势震荡，午后随着入境隔离放宽消息公布，指数一路走高，沪指自3月7日以来首次站上3400点，录得四连升。截止收盘，沪指涨0.89%报3409点，深成指涨1.23%，创业板指涨0.35%。两市3600股上涨，约140股涨停，成交额连续四个交易日在万亿上方，北上资金净买入46.48亿。</p><p><img src=\"https://static.tigerbbs.com/1a8b29a891a71a19bc69017ace10f840\" tg-width=\"840\" tg-height=\"470\" referrerpolicy=\"no-referrer\"/></p><p>两市个股多数上涨，题材概念整体表现活跃，旅游、酒店餐饮、航空等经济复苏主题股闻讯大涨，<a href=\"https://laohu8.com/S/000610\">西安旅游</a>、<a href=\"https://laohu8.com/S/000721\">西安饮食</a>等股涨停；芯片、5G、消费电子、虚拟现实等科技题材午后大幅走高，<a href=\"https://laohu8.com/S/600745\">闻泰科技</a>等多股涨停，<a href=\"https://laohu8.com/S/603501\">韦尔股份</a>涨5%；汽车方向个股表现强劲，汽车整车股大涨，<a href=\"https://laohu8.com/S/000625\">长安汽车</a>涨停再创新高，汽配股现涨停潮，<a href=\"https://laohu8.com/S/002454\">松芝股份</a>8连板，<a href=\"https://laohu8.com/S/002703\">浙江世宝</a>12日11板；<a href=\"https://laohu8.com/S/5RE.SI\">智能</a>机器概念股批量涨停，军工、有机硅、元宇宙等概念大涨靠前。</p><p><b>美股</b></p><p>美股三大股指期货小幅走高，截至发稿，道指期货涨0.44%，纳斯达克100指数期货涨0.37%，标普500指数期货涨0.42%。</p><p><img src=\"https://static.tigerbbs.com/1bf96b6f783c52edccdc92970c7a985a\" tg-width=\"385\" tg-height=\"185\" referrerpolicy=\"no-referrer\"/></p><p>携程盘前涨超16%，此前国家卫健委发布第九版新冠肺炎防控方案，将密切接触者、入境人员隔离管控时间从“14+7”调整为“7+3”。</p><p><a href=\"https://laohu8.com/S/NKE\">耐克</a>盘前跌2.4%，2022财年第四财季<a href=\"https://laohu8.com/S/NKE\">耐克</a>大中华区营收为15.61亿美元，同比下降19%。</p><p><a href=\"https://laohu8.com/S/OXY\">西方石油</a>盘前涨近2%，巴菲特旗下公司<a href=\"https://laohu8.com/S/BRK.A\">伯克希尔</a>哈撒韦再斥资4400万美元增持<a href=\"https://laohu8.com/S/OXY\">西方石油</a>股票，持股比例提升至16.4%。</p><p><b>欧股</b></p><p>欧洲主要指数全线上涨，德国DAX30涨0.69%，<a href=\"https://laohu8.com/S/VUKE.UK\">英国富时100</a>涨1.07%，法国CAC40涨1.11%。</p><p><img src=\"https://static.tigerbbs.com/67dffa281cb9db3e2dd152e015089ea4\" tg-width=\"822\" tg-height=\"289\" referrerpolicy=\"no-referrer\"/></p><p><b>原油</b></p><p>原油期货走高，截止发稿，WTI原油报110.7美元/桶，涨1.03%；布油现报112.12美元/桶，涨1.03%。</p><p>由于供应紧张，原油价格上涨。不过，七国集团(G7)领导人称要在降低能源价格的同时向俄罗斯施压。七国集团称“只要需要”就会与乌克兰站在一起，并提议限制俄罗斯石油价格。</p><p><img src=\"https://static.tigerbbs.com/7b78e382a4fe7a05f31d223331528953\" tg-width=\"889\" tg-height=\"824\" referrerpolicy=\"no-referrer\"/><img src=\"https://static.tigerbbs.com/61b5bf26a7511e61c92c116c8975d1ea\" tg-width=\"889\" tg-height=\"823\" referrerpolicy=\"no-referrer\"/></p><p><b>黄金</b></p><p>黄金期货小幅走高，现涨0.22%，报1828.9美元/盎司。</p><p>国际金价小幅上涨，因美债收益率和美元走弱，但由于缺乏任何新的催化剂推动市场走势，投资者仍持观望态度。金价料很难跌破1798美元。在市场被注入新的活力之前，区间交易策略仍是首选。</p><p><img src=\"https://static.tigerbbs.com/8d4fffc8fe3137cc0d699b1a10cfa4dc\" tg-width=\"889\" tg-height=\"822\" referrerpolicy=\"no-referrer\"/></p></body></html>\n\n</article>\n</div>\n</body>\n</html>\n","type":0,"thumbnail":"https://static.tigerbbs.com/fd680cd945fd32917c8ece66ec685e5f","relate_stocks":{"399001":"深证成指","399006":"创业板指",".SPX":"S&P 500 Index","HSTECH":"恒生科技指数","HSCCI":"红筹指数",".DJI":"道琼斯","HSCEI":"国企指数","HSI":"恒生指数",".IXIC":"NASDAQ Composite","000001.SH":"上证指数"},"source_url":"","is_english":false,"share_image_url":"https://static.laohu8.com/e9f99090a1c2ed51c021029395664489","article_id":"1131569096","content_text":"港股新冠隔离政策有所放宽，港股主要指数午后直线拉升转涨，恒指涨0.85%，国指涨0.98%，恒生科技指数涨0.61%，三者均连涨4日且续刷反弹新高。盘面上，以旅游、消费、航空、博彩、酒店住宿为首的概念股均大涨，携程集团-S与华住集团-S盘中均涨超20%，中国国航、金沙中国有限公司等多只个股涨幅超10%，消息面：第九版新冠病毒肺炎防控方案发布，密接和入境人员隔离14加7改为7加3；此外，上海迪士尼将于6月30日恢复运营。燃气股、锂电池、特斯拉概念股、风电股等纷纷跟涨；大型科技股部分转涨，小米集团-W、美团-W、百度集团-SW均上涨，腾讯控股跌超3%，网易-S、京东集团-SW继续收跌。另一方面，在线教育股、手游股全天表现弱势，医美、元宇宙板块走低明显。A股指数早盘弱势震荡，午后随着入境隔离放宽消息公布，指数一路走高，沪指自3月7日以来首次站上3400点，录得四连升。截止收盘，沪指涨0.89%报3409点，深成指涨1.23%，创业板指涨0.35%。两市3600股上涨，约140股涨停，成交额连续四个交易日在万亿上方，北上资金净买入46.48亿。两市个股多数上涨，题材概念整体表现活跃，旅游、酒店餐饮、航空等经济复苏主题股闻讯大涨，西安旅游、西安饮食等股涨停；芯片、5G、消费电子、虚拟现实等科技题材午后大幅走高，闻泰科技等多股涨停，韦尔股份涨5%；汽车方向个股表现强劲，汽车整车股大涨，长安汽车涨停再创新高，汽配股现涨停潮，松芝股份8连板，浙江世宝12日11板；智能机器概念股批量涨停，军工、有机硅、元宇宙等概念大涨靠前。美股美股三大股指期货小幅走高，截至发稿，道指期货涨0.44%，纳斯达克100指数期货涨0.37%，标普500指数期货涨0.42%。携程盘前涨超16%，此前国家卫健委发布第九版新冠肺炎防控方案，将密切接触者、入境人员隔离管控时间从“14+7”调整为“7+3”。耐克盘前跌2.4%，2022财年第四财季耐克大中华区营收为15.61亿美元，同比下降19%。西方石油盘前涨近2%，巴菲特旗下公司伯克希尔哈撒韦再斥资4400万美元增持西方石油股票，持股比例提升至16.4%。欧股欧洲主要指数全线上涨，德国DAX30涨0.69%，英国富时100涨1.07%，法国CAC40涨1.11%。原油原油期货走高，截止发稿，WTI原油报110.7美元/桶，涨1.03%；布油现报112.12美元/桶，涨1.03%。由于供应紧张，原油价格上涨。不过，七国集团(G7)领导人称要在降低能源价格的同时向俄罗斯施压。七国集团称“只要需要”就会与乌克兰站在一起，并提议限制俄罗斯石油价格。黄金黄金期货小幅走高，现涨0.22%，报1828.9美元/盎司。国际金价小幅上涨，因美债收益率和美元走弱，但由于缺乏任何新的催化剂推动市场走势，投资者仍持观望态度。金价料很难跌破1798美元。在市场被注入新的活力之前，区间交易策略仍是首选。","news_type":1},"isVote":1,"tweetType":1,"viewCount":1478,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"CN","totalScore":0},{"id":680897092,"gmtCreate":1654865398719,"gmtModify":1704860717972,"author":{"id":"3541418626425703","authorId":"3541418626425703","name":"日月神剑","avatar":"https://static.tigerbbs.com/6dfd6faf74e13fe3bb58f1cd5888c0f5","crmLevel":1,"crmLevelSwitch":0,"followedFlag":false,"idStr":"3541418626425703","authorIdStr":"3541418626425703"},"themes":[],"htmlText":"马斯克是人类希望，拜登没啥卵用","listText":"马斯克是人类希望，拜登没啥卵用","text":"马斯克是人类希望，拜登没啥卵用","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":3,"commentSize":0,"repostSize":0,"link":"https://laohu8.com/post/680897092","repostId":"1138188737","repostType":2,"repost":{"id":"1138188737","pubTimestamp":1654824302,"share":"https://www.laohu8.com/m/news/1138188737?lang=&edition=full","pubTime":"2022-06-10 09:25","market":"us","language":"zh","title":"骑虎难下的马斯克，守株待兔的推特","url":"https://stock-news.laohu8.com/highlight/detail?id=1138188737","media":"新浪科技","summary":"这笔收购交易，就像是一波三折的肥皂剧，注定要写进商学院教程。每每看似已成定局，却又总是新生变数；双方来回接招推手，前景依然难言确定。僵持数周之后，推特董事会本周再次做出重大让步，同意授权马斯克团队查看","content":"<html><head></head><body><blockquote>这笔收购交易，就像是一波三折的肥皂剧，注定要写进商学院教程。每每看似已成定局，却又总是新生变数；双方来回接招推手，前景依然难言确定。</blockquote><p>僵持数周之后，推特董事会本周再次做出重大让步，同意授权马斯克团队查看推特内部运营数据，以便判别平台上的虚假账号规模。这已经是双方在过去两个月的第N次过招，马斯克再一次看似占据了上风。</p><p>这笔收购交易，就像是一波三折的肥皂剧，注定要写进商学院教程。每每看似已成定局，却又总是新生变数；双方来回接招推手，前景依然难言确定。但如果马斯克可以回到4月25日，他可能会劝当时志得意满的自己签协议之前谨慎而行，因为他跳进了一个“大坑”。</p><p><b>上半场步步为营</b></p><p>这起交易的上半场是马斯克的步步为营，势在必得。从1月底到3月底，马斯克斥资26亿美元在公开市场悄悄收购了推特9.2%的股份，一举成为推特的最大股东。收购足够股份之后，马斯克3月底开始在推特平台造势，私下接洽推特董事会了解意向，最终在4月4日公布持股信息。</p><p>打着“捍卫言论自由”的旗帜，马斯克4月14日向推特董事会提出440亿美元收购要约。尽管遭到推特董事会的“毒丸计划”抵制，但全球首富却看准了董事会投票权匮乏的致命软肋，联合诸多机构投资者筹集收购资金公开施压，迫使推特董事会改变态度，最终在4月25日与马斯克签下了收购协议。</p><p>在那个时候，马斯克看似志得意满，推特已成囊中之物。外界更为关注的是他将推特收入帐下后，会怎样对这家社交媒体平台进行改造，美国社会关注的焦点是马斯克是否会推翻推特目前的内容管制政策，让前总统特朗普以及诸多右翼人士回归推特。</p><p>但春风得意的全球首富或许不会想到，这起收购较量还有下半场，而且形势会风云突变。随着5月份宏观经济形势开始降温，股市急转直下大幅走低，马斯克的个人财富随着<a href=\"https://laohu8.com/S/TSLA\">特斯拉</a>一道急剧缩水。围绕着这笔收购的真正较量这才刚刚开始，各种商业和政治力量暗自角逐。</p><p>从4月25日签署收购协议到5月初，马斯克在按部就班地推进收购融资工作。他对440亿美元收购资金的最初规划是自己从银行贷款130亿美元，用特斯拉股权抵押贷款125亿美元(需要抵押价值650亿美元的特斯拉股票)，再筹集210亿美元现金。</p><p>马斯克一方面在4月底抛售特斯拉股份套现了85亿美元，另一方面积极引入其他投资者，从近20个亿万富翁和机构投资者中筹集了超过70亿美元资金。其中，他的好友、<a href=\"https://laohu8.com/S/ORCL\">甲骨文</a>创始人埃里森个人出资10亿美元。</p><p><img src=\"https://static.tigerbbs.com/4acd768200b0b3560188021642345a35\" tg-width=\"840\" tg-height=\"470\" referrerpolicy=\"no-referrer\"/></p><p><b>下半场风云突变</b></p><p>重大转变出现在5月4日，在处于40年高点的严峻通货膨胀压力下，美联储宣布一次性加息50个基点，是2000年以来最大幅度的加息举措。此外，美联储还宣布开始缩减资产组合，试图通过双管齐下的方式降低通胀。</p><p>随着投资者纷纷开始寻求避险，过去两年领涨股市的科技类股成为了下挫最惨重的板块。特斯拉股价次日就暴跌了8%，随后更从952美元一路狂泻到5月24日的625美元，市值蒸发了三分之一。虽然过去两周缓慢回升到目前的725美元价位，但距离今年4月初的1145美元依然有巨大差距。</p><p>换句话说，从马斯克宣布持股推特以及发起恶意收购以来，特斯拉市值已经蒸发了超过三分之一，马斯克的个人财富同期也缩水了600多亿美元。这或许可以解释马斯克为何公开与前全球首富盖茨撕破脸发飙。</p><p><img src=\"https://static.tigerbbs.com/9f4de4c2fdb9002945101b5c0cc8747d\" tg-width=\"1080\" tg-height=\"608\" referrerpolicy=\"no-referrer\"/></p><p>盖茨不仅投入5亿美元做空特斯拉股价，更公开发声和出资反对马斯克收购推特。在马斯克宣布收购推特之后，美国26家非政府组织公开呼吁广告商抵制马斯克收购推特，其中有11家组织是盖茨基金会的长期支持对象，他们总计获得了盖茨基金会的4.6亿美元资助。</p><p>特斯拉股价下跌还给马斯克带来了更大的麻烦。马斯克此前用特斯拉股权抵押的保证金贷款设定的补仓线是740美元，即如果特斯拉股价跌破这一价位，意味着马斯克用于抵押的特斯拉股权已经价值不足，他需要抵押更多的股权，或者出售股权套现补仓。5月中旬，特斯拉股价已经跌破这一补仓线。</p><p>此外，特斯拉高管最多只能质抵他们所持股份的至多25%。马斯克目前持有1.7亿股特斯拉股份以及7300万股期权。虽然他不能出售期权套现，但却可以拿来抵押贷款。截至去年年底，马斯克已经抵押了超过8000万股特斯拉股票用于保证金贷款，逼近了股票抵押额度，这意味着他已经无法抵押更多的股份来补仓。</p><p>受特斯拉股价大跌影响，马斯克不得不降低收购推特交易中的股权保证金贷款部分。5月26日，马斯克提交监管文件，计划将440亿美元融资中的个人融资部分提高到335亿美元，并寻求额外的融资保证，从而彻底放弃在收购推特交易中使用保证金贷款。</p><p><img src=\"https://static.tigerbbs.com/c5e1b1a01fce88d17c21159895811355\" tg-width=\"1080\" tg-height=\"608\" referrerpolicy=\"no-referrer\"/></p><p><b>以水军问题压价</b></p><p>尽管解决了保证金贷款问题，马斯克收购推特还有更为烦心的事情。在特斯拉股价大跌的同时，推特股价同样没有幸免。马斯克4月14日提出的收购报价是440亿美元，当时推特市值是400美元，但一个月后推特市值就已经跌到了300亿美元，这意味着马斯克要溢价140亿美元收购推特。换句话说，推特股价跌得越多，马斯克亏得越多。</p><p>如果说此前推特股东或许还犹豫接受马斯克报价的话，那么随着推特股价大跌，以马斯克承诺的高价位卖给全球首富，成为了推特股东们现在最好的选择。现在不满意收购合同的一方，变成了之前的收购战胜利者马斯克。而此前推出毒丸计划抵制马斯克的推特董事会却在不断强调，计划以“商定的价格和执行条款完成出售交易”。</p><p>马斯克显然不愿意当冤大头。随着特斯拉和推特股价持续大跌，他又使出了新的施压手段。从5月13日开始(特斯拉股价跌破740美元补仓线)，他不断在推特平台公开发炮：质疑推特的用户数据存在水军，质疑虚假<a href=\"https://laohu8.com/S/300024\">机器人</a>账号的真实规模，要求推特证明自己的真实用户数据，否则就威胁退出收购交易。</p><p>推特平台上的虚假账号是马斯克过去几年一直抨击的问题。2013年推特申请上市时，就在招股书中的风险陈述提到，根据内部抽样评估，虚假账号不到平台月活的5%。在过去九年时间，推特一直声称自己平台虚假账号比例不到5%。</p><p>然而，马斯克在签署收购协议的时候并没有对这一数据提出异议，也没有要求获取推特内部数据。但特斯拉和推特股价双双大跌，意味着他收购推特的成本双向提升；马斯克在此时搬出虚假账号问题，显然是想以此为理由，施压推特董事会重新议定收购价格甚至是放弃收购交易。</p><p>但对马斯克不利的是，4月底他和推特董事会签下收购合同的时候，或许是太志得意满，马斯克并没有要求进行尽职调查，放弃了查看推特财务和内部数据的权利。按照收购合同，除非马斯克证明推特董事会存在误导欺诈或是重大事件影响推特估值，否则马斯克就必须按合同完成440亿美元的收购交易。</p><p><b>送推特CEO一坨屎</b></p><p>虽然收购合同设定的毁约金规模是10亿美元，但这并不代表着马斯克交出10亿美元就可以直接止损走人。推特董事会依然有权在注册地特拉华州提出诉讼，迫使马斯克完成收购交易，或者寻求超过交易金额15%的赔偿金(相当于60多亿美元)。这在特拉华州法院有过先例。</p><p>2001年1月，美国最大鸡肉供应商<a href=\"https://laohu8.com/S/TSN\">泰森食品</a>(Tyson Foods)达成协议，斥资32亿美元收购牛肉包装厂IBP。但仅仅1个月后，泰森食品就以在IBP审计中发现问题为由要求取消收购。IBP随后向特拉华州法院提起诉讼，诉称泰森食品在签署收购协议时就被告知过相关问题，要求法院强制泰森食品完成收购交易。</p><p>最终法院支持了IBP的诉求，认为双方签署的收购协议是合法且应执行的，下令泰森食品必须完成这一交易。泰森食品被迫完成了收购交易。二十多年过去了，现在IBP是泰森食品旗下的猪肉和牛肉子公司。</p><p>过去几个星期，马斯克一直在和推特董事会就虚假账号问题大打口水战。5月17日，在推特CEO阿格拉瓦尔(Parag Agrawal)公开在推特上表示，拒绝外部调查推特虚假账号规模时，马斯克毫不掩饰地直接回复了他“一坨屎”。</p><p>本周一，马斯克再次威胁，如果推特不给他查看内部数据权限，相当于构成违约行为，他将取消对推特440亿美元的收购交易。与此同时，他的律师团队致函推特首席法律顾问，要求获得推特内部数据流的全面查看权限。他们提出，这是了解推特平台上水军与欺诈账号规模的必要手段。</p><p>经过持续数周的僵持，推特董事会周三再次做出让步，决定允许马斯克团队全面查看推特内部原数据。马斯克的收购团队最快可能本周就可以获得推特的全面数据，评估虚假欺诈账号的真实数量。目前外界还无法预知推特平台上虚假账号的真实规模，但有外部研究预计，虚假账号的真实占比可能超过10%甚至高达15%。</p><p><img src=\"https://static.tigerbbs.com/7d3705f2b67cae96a3053816ffb9de3e\" tg-width=\"1080\" tg-height=\"608\" referrerpolicy=\"no-referrer\"/></p><p><b>主动跳政治火坑</b></p><p>尽管推特是全球最具影响力的社交媒体平台，但其营收业绩和股价市值却与其他社交平台相去甚远。这种影响力和商业价值倒挂的状况，让推特股东长期以来心存不满，更让管理层和董事会承受重压。推特并没有设置超级投票权，董事会持股所占投票权甚至不到2.5%，也让董事会根本无力抵御大股东和机构投资者的施压。</p><p>然而，推特的价值却不是市值和营收所能衡量的。这不是一家普通的消费互联网公司，而是一个政治能量巨大的网络平台。在过去的数年时间，<a href=\"https://laohu8.com/S/DIS\">迪士尼</a>和<a href=\"https://laohu8.com/S/CRM\">Salesforce</a>都曾经认真洽购过推特，但最终都选择了放弃。或许他们同样是考虑到收购推特可能引发的政治风险。</p><p>但马斯克却是主动跳进这个“大坑”的。由于亿万富翁财富税、新冠疫苗以及工会政策等问题，马斯克与民主党拜登政府的关系异常冷淡，更与沃伦等民主党激进派参议员多次隔空互怼。马斯克和特斯拉从深蓝的加州搬到深红的德州，也被视为是他对共和党轻税收与轻监管政策的公开支持。</p><p>过去一年时间，民主党总统拜登频频拜访底特律传统汽车企业，争取五大湖区蓝领工人的支持，同时对马斯克明显态度冷淡，甚至不愿意在支持电动车发展的公开活动中邀请或者提到特斯拉与马斯克(主要是因为特斯拉的反工会立场)。这种故意的忽视让全球电动车和新能源领军人物马斯克备受冷落与牢骚不断。</p><p>而此次马斯克以“维护言论自由”的理由收购推特，公开支持特朗普回归，计划推翻推特的内容审核标准，无异于将自己置身于美国左右两派的舆论风波前沿，选择了在美国政治斗争中站队红方。</p><p>在5月初特斯拉股价大跌之后，马斯克将自己对民主党政府的怒火直接宣泄在了推特上，连续抨击拜登“只会念提词器，经济政策糟糕，美国经济可能陷入衰退”，指责民主党已经变成“分裂与仇恨的政党”；这一连串公开言论相当于马斯克宣告自己支持共和党。</p><p>5月20日，马斯克突然暗示“自己因为支持共和党，会成为政治攻击目标。”第二天，美国媒体曝光马斯克2016年曾经在私人飞机上性骚扰女空乘，SpaceX为此支付了25万美元的封口费。马斯克对此完全否认，斥责对方甚至说不出自己的身体特征，并指责这是出于政治目的的泼脏水。</p><p><img src=\"https://static.tigerbbs.com/a2c22dcc5dbd8140dd289297c74ab1f9\" tg-width=\"1080\" tg-height=\"608\" referrerpolicy=\"no-referrer\"/></p><p><b>前景依然不明朗</b></p><p>经历了过去两个月的各种变故，马斯克虽然得偿所愿达成了收购协议，但这笔交易的前景始终没有尘埃落定。在获准查看推特内部原数据之后，马斯克团队会对虚假账户规模得出怎样的结论，是否要求大幅压低交易价格，或是直接退出收购协议，依然是个未知数。</p><p>如果时间可以倒退一个月，马斯克可能会劝4月25日的自己在签署收购协议之前慎重考虑，至少应当完成尽职调查。比起后悔签字太快的马斯克，推特股东现在更希望按原协议推进这一交易。推特首席法律顾问表示，公司正在等待SEC批准委托书文件，计划7月底或8月初就收购协议进行股东投票。6月3日，这一收购交易已经过了美国监管部门的审核评估期。</p><p>或许未来一个月，马斯克和推特董事会还会持续推手，甚至不排除诉讼解决以及遭致更多股东诉讼的可能性。前美国联邦通信委员会(FCC)主席帕伊(Ajit Pai)公开建议推特董事会尽快与马斯克解决目前的分歧，甚至可以做出让步。</p><p>与此同时，马斯克收购推特的交易也面临着来自左派社会组织的联手抵制。得到盖茨等亿万富翁支持的十多家左派NGO组成了“Stop The Deal”(阻止交易)的舆论攻势，希望施压SEC、广告主以及其他机构，并通过集体诉讼等方式阻止这一交易。</p><p>全球首富个人出资330亿美元，以440亿美元的总价收购全球最具影响力的社交媒体。这笔交易不仅创下了杠杆收购的金额记录，更搅动着美国社会的敏感神经。马斯克本人也已经公开站队共和党，站在了两党政治斗争的前沿。</p><p><b>马斯克收购推特重要时间节点：</b></p><p>1月31日，马斯克开始在公开市场悄悄收购推特股份。</p><p>3月14日，马斯克在推特持股比例超过5%。按照规定，他应该在10天之内提交文件披露持股，但马斯克却直到21天之后才披露。在此期间他一直在增持股份。这一严重违规行为已经引发了投资者诉讼和SEC的调查，马斯克显然要为此付出代价。</p><p>3月24日，马斯克开始为收购推特进行舆论预热。他公开施压要求推特公布自己的算法，并质疑推特没有遵守言论自由原则。</p><p>3月26日，马斯克接洽两位推特董事：联合创始人多西以及银湖资本CEO杜尔班(Egon Durban)，讨论社交媒体的未来发展方向以及他加入推特董事会的可能性。</p><p>3月27日和31日，马斯克两次会见推特董事长泰勒以及CEO阿格加瓦尔，讨论他对推特的兴趣以及是否加入推特董事会事宜。</p><p>4月4日，马斯克提交监管文件披露自己已经成为推特最大股东。外界开始猜测他的意图，推特股价飙升25%。</p><p>4月5日，推特公开宣布邀请马斯克加入董事会，条件是不增持股份超过15%。这一邀请被认为是推特化解收购威胁的手段。</p><p>4月10日，就在马斯克正式加入推特董事会的当天，推特宣布马斯克已经拒绝董事邀请。外界开始确定马斯克可能会收购推特。</p><p>4月14日，马斯克正式发出收购要约，拟议以440亿美元收购推特，较4月1日马斯克披露持股推特之前的交易日股价溢价38%。</p><p>4月15日，推特董事会推出毒丸计划，以此表明对马斯克收购的拒绝态度。</p><p>4月21日，马斯克拿出465亿美元的融资凭证，包括130亿美元银行贷款、210亿美元现金融资以及125亿美元特斯拉股票的保证金贷款。</p><p>4月25日，推特董事会与马斯克达成440亿美元的收购协议。</p><p>4月29日，马斯克抛售特斯拉股票套现85亿美元，为收购推特筹集资金。</p><p>5月4日，马斯克提交文件，已从埃里森、币安、红衫资本等亿万富翁及机构投资者筹集了70亿美元资金。特斯拉股价大幅下挫8.4%。</p><p>5月6日，马斯克向投资者表示，计划将推特营收从2021年的50亿美元增长到2028年的264亿美元。他的营收计划包括推出订阅付费和支付业务，以及减少对广告营收依赖等等。</p><p>5月10日，马斯克承认收购推特之后会恢复前总统特朗普的账号，表示封杀特朗普是个错误。</p><p>5月11日，特斯拉股价大幅下跌8.3%，跌破了740美元的马斯克保证金贷款补仓线。</p><p>5月13日，马斯克公开质疑推特虚假账号比例，威胁要暂停收购交易。三天后，马斯克给推特CEO阿格加瓦尔的推文回复了“一坨屎”。</p><p>5月17日，马斯克再次威胁中止收购推特，除非自己了解推特虚假账号规模。他表示推特虚假账号比例可能高达20%，呼吁SEC展开调查。</p><p>5月18日，马斯克宣布自己支持共和党，指责民主党已经成为“分裂与仇恨”的政党。</p><p>5月21日，媒体曝光马斯克2016年曾经在私人飞机上性骚扰空乘，并在事后给了25万美元封口费。马斯克否认性骚扰指控，称这是出于政治目的报复。特斯拉股价跌破700美元。</p><p>5月26日，马斯克提交监管文件，计划将440亿美元融资中的股权融资部分提高到335亿美元，并寻求额外的融资保证，从而彻底放弃在收购推特交易中使用保证金贷款。</p><p>5月26日，推特投资者向马斯克提出集体诉讼，认为马斯克故意延迟披露自己在推特持股比例达到5%，以低价继续增持股份，从中获得了实际收益，存在故意操纵股价的行为。</p><p>6月3日，马斯克收购推特的交易过了美国监管部门的审核评估期。FTC并没有对此采取措施，这意味着马斯克可以推进对推特的收购。</p><p>6月3日，马斯克突然发送内部邮件，表示因为自己对经济预期糟糕，特斯拉需要裁员10%。当天特斯拉股价再度大跌9%。一天后他又收回了自己言论，表示特斯拉员工总数还会继续增加，员工数量不会有变化。</p><p>6月6日，马斯克再度威胁取消收购推特。他的律师团队致函推特首席法律顾问，要求授权马斯克团队审查推特内部数据，以判定虚假账号规模。同一天，德州共和党司法部长宣布对推特虚假账户问题展开调查。</p><p>6月8日，推特董事会同意允许马斯克全面查看内部信息数据。</p></body></html>","source":"sina_tech","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>骑虎难下的马斯克，守株待兔的推特</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{ 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}\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骑虎难下的马斯克，守株待兔的推特\n</h2>\n\n<h4 class=\"meta\">\n\n\n2022-06-10 09:25 北京时间&nbsp;&nbsp;&nbsp;<a href=https://mp.weixin.qq.com/s/njfI5qhLHXxBZOW8aiJY3Q><strong>新浪科技</strong></a>\n\n\n</h4>\n\n</header>\n<article>\n<div>\n<p>这笔收购交易，就像是一波三折的肥皂剧，注定要写进商学院教程。每每看似已成定局，却又总是新生变数；双方来回接招推手，前景依然难言确定。僵持数周之后，推特董事会本周再次做出重大让步，同意授权马斯克团队查看推特内部运营数据，以便判别平台上的虚假账号规模。这已经是双方在过去两个月的第N次过招，马斯克再一次看似占据了上风。这笔收购交易，就像是一波三折的肥皂剧，注定要写进商学院教程。每每看似已成定局，却又总是...</p>\n\n<a href=\"https://mp.weixin.qq.com/s/njfI5qhLHXxBZOW8aiJY3Q\">Web Link</a>\n\n</div>\n\n\n</article>\n</div>\n</body>\n</html>\n","type":0,"thumbnail":"https://static.tigerbbs.com/a2553dcdef823dd181c9c016771f7b0b","relate_stocks":{"BK4555":"新能源车","BK4581":"高盛持仓","TSLA":"特斯拉","BK4550":"红杉资本持仓","BK4099":"汽车制造商","BK4511":"特斯拉概念","BK4548":"巴美列捷福持仓","BK4551":"寇图资本持仓","BK4574":"无人驾驶","BK4527":"明星科技股","TWTR":"Twitter","BK4534":"瑞士信贷持仓"},"source_url":"https://mp.weixin.qq.com/s/njfI5qhLHXxBZOW8aiJY3Q","is_english":false,"share_image_url":"https://static.laohu8.com/e9f99090a1c2ed51c021029395664489","article_id":"1138188737","content_text":"这笔收购交易，就像是一波三折的肥皂剧，注定要写进商学院教程。每每看似已成定局，却又总是新生变数；双方来回接招推手，前景依然难言确定。僵持数周之后，推特董事会本周再次做出重大让步，同意授权马斯克团队查看推特内部运营数据，以便判别平台上的虚假账号规模。这已经是双方在过去两个月的第N次过招，马斯克再一次看似占据了上风。这笔收购交易，就像是一波三折的肥皂剧，注定要写进商学院教程。每每看似已成定局，却又总是新生变数；双方来回接招推手，前景依然难言确定。但如果马斯克可以回到4月25日，他可能会劝当时志得意满的自己签协议之前谨慎而行，因为他跳进了一个“大坑”。上半场步步为营这起交易的上半场是马斯克的步步为营，势在必得。从1月底到3月底，马斯克斥资26亿美元在公开市场悄悄收购了推特9.2%的股份，一举成为推特的最大股东。收购足够股份之后，马斯克3月底开始在推特平台造势，私下接洽推特董事会了解意向，最终在4月4日公布持股信息。打着“捍卫言论自由”的旗帜，马斯克4月14日向推特董事会提出440亿美元收购要约。尽管遭到推特董事会的“毒丸计划”抵制，但全球首富却看准了董事会投票权匮乏的致命软肋，联合诸多机构投资者筹集收购资金公开施压，迫使推特董事会改变态度，最终在4月25日与马斯克签下了收购协议。在那个时候，马斯克看似志得意满，推特已成囊中之物。外界更为关注的是他将推特收入帐下后，会怎样对这家社交媒体平台进行改造，美国社会关注的焦点是马斯克是否会推翻推特目前的内容管制政策，让前总统特朗普以及诸多右翼人士回归推特。但春风得意的全球首富或许不会想到，这起收购较量还有下半场，而且形势会风云突变。随着5月份宏观经济形势开始降温，股市急转直下大幅走低，马斯克的个人财富随着特斯拉一道急剧缩水。围绕着这笔收购的真正较量这才刚刚开始，各种商业和政治力量暗自角逐。从4月25日签署收购协议到5月初，马斯克在按部就班地推进收购融资工作。他对440亿美元收购资金的最初规划是自己从银行贷款130亿美元，用特斯拉股权抵押贷款125亿美元(需要抵押价值650亿美元的特斯拉股票)，再筹集210亿美元现金。马斯克一方面在4月底抛售特斯拉股份套现了85亿美元，另一方面积极引入其他投资者，从近20个亿万富翁和机构投资者中筹集了超过70亿美元资金。其中，他的好友、甲骨文创始人埃里森个人出资10亿美元。下半场风云突变重大转变出现在5月4日，在处于40年高点的严峻通货膨胀压力下，美联储宣布一次性加息50个基点，是2000年以来最大幅度的加息举措。此外，美联储还宣布开始缩减资产组合，试图通过双管齐下的方式降低通胀。随着投资者纷纷开始寻求避险，过去两年领涨股市的科技类股成为了下挫最惨重的板块。特斯拉股价次日就暴跌了8%，随后更从952美元一路狂泻到5月24日的625美元，市值蒸发了三分之一。虽然过去两周缓慢回升到目前的725美元价位，但距离今年4月初的1145美元依然有巨大差距。换句话说，从马斯克宣布持股推特以及发起恶意收购以来，特斯拉市值已经蒸发了超过三分之一，马斯克的个人财富同期也缩水了600多亿美元。这或许可以解释马斯克为何公开与前全球首富盖茨撕破脸发飙。盖茨不仅投入5亿美元做空特斯拉股价，更公开发声和出资反对马斯克收购推特。在马斯克宣布收购推特之后，美国26家非政府组织公开呼吁广告商抵制马斯克收购推特，其中有11家组织是盖茨基金会的长期支持对象，他们总计获得了盖茨基金会的4.6亿美元资助。特斯拉股价下跌还给马斯克带来了更大的麻烦。马斯克此前用特斯拉股权抵押的保证金贷款设定的补仓线是740美元，即如果特斯拉股价跌破这一价位，意味着马斯克用于抵押的特斯拉股权已经价值不足，他需要抵押更多的股权，或者出售股权套现补仓。5月中旬，特斯拉股价已经跌破这一补仓线。此外，特斯拉高管最多只能质抵他们所持股份的至多25%。马斯克目前持有1.7亿股特斯拉股份以及7300万股期权。虽然他不能出售期权套现，但却可以拿来抵押贷款。截至去年年底，马斯克已经抵押了超过8000万股特斯拉股票用于保证金贷款，逼近了股票抵押额度，这意味着他已经无法抵押更多的股份来补仓。受特斯拉股价大跌影响，马斯克不得不降低收购推特交易中的股权保证金贷款部分。5月26日，马斯克提交监管文件，计划将440亿美元融资中的个人融资部分提高到335亿美元，并寻求额外的融资保证，从而彻底放弃在收购推特交易中使用保证金贷款。以水军问题压价尽管解决了保证金贷款问题，马斯克收购推特还有更为烦心的事情。在特斯拉股价大跌的同时，推特股价同样没有幸免。马斯克4月14日提出的收购报价是440亿美元，当时推特市值是400美元，但一个月后推特市值就已经跌到了300亿美元，这意味着马斯克要溢价140亿美元收购推特。换句话说，推特股价跌得越多，马斯克亏得越多。如果说此前推特股东或许还犹豫接受马斯克报价的话，那么随着推特股价大跌，以马斯克承诺的高价位卖给全球首富，成为了推特股东们现在最好的选择。现在不满意收购合同的一方，变成了之前的收购战胜利者马斯克。而此前推出毒丸计划抵制马斯克的推特董事会却在不断强调，计划以“商定的价格和执行条款完成出售交易”。马斯克显然不愿意当冤大头。随着特斯拉和推特股价持续大跌，他又使出了新的施压手段。从5月13日开始(特斯拉股价跌破740美元补仓线)，他不断在推特平台公开发炮：质疑推特的用户数据存在水军，质疑虚假机器人账号的真实规模，要求推特证明自己的真实用户数据，否则就威胁退出收购交易。推特平台上的虚假账号是马斯克过去几年一直抨击的问题。2013年推特申请上市时，就在招股书中的风险陈述提到，根据内部抽样评估，虚假账号不到平台月活的5%。在过去九年时间，推特一直声称自己平台虚假账号比例不到5%。然而，马斯克在签署收购协议的时候并没有对这一数据提出异议，也没有要求获取推特内部数据。但特斯拉和推特股价双双大跌，意味着他收购推特的成本双向提升；马斯克在此时搬出虚假账号问题，显然是想以此为理由，施压推特董事会重新议定收购价格甚至是放弃收购交易。但对马斯克不利的是，4月底他和推特董事会签下收购合同的时候，或许是太志得意满，马斯克并没有要求进行尽职调查，放弃了查看推特财务和内部数据的权利。按照收购合同，除非马斯克证明推特董事会存在误导欺诈或是重大事件影响推特估值，否则马斯克就必须按合同完成440亿美元的收购交易。送推特CEO一坨屎虽然收购合同设定的毁约金规模是10亿美元，但这并不代表着马斯克交出10亿美元就可以直接止损走人。推特董事会依然有权在注册地特拉华州提出诉讼，迫使马斯克完成收购交易，或者寻求超过交易金额15%的赔偿金(相当于60多亿美元)。这在特拉华州法院有过先例。2001年1月，美国最大鸡肉供应商泰森食品(Tyson Foods)达成协议，斥资32亿美元收购牛肉包装厂IBP。但仅仅1个月后，泰森食品就以在IBP审计中发现问题为由要求取消收购。IBP随后向特拉华州法院提起诉讼，诉称泰森食品在签署收购协议时就被告知过相关问题，要求法院强制泰森食品完成收购交易。最终法院支持了IBP的诉求，认为双方签署的收购协议是合法且应执行的，下令泰森食品必须完成这一交易。泰森食品被迫完成了收购交易。二十多年过去了，现在IBP是泰森食品旗下的猪肉和牛肉子公司。过去几个星期，马斯克一直在和推特董事会就虚假账号问题大打口水战。5月17日，在推特CEO阿格拉瓦尔(Parag Agrawal)公开在推特上表示，拒绝外部调查推特虚假账号规模时，马斯克毫不掩饰地直接回复了他“一坨屎”。本周一，马斯克再次威胁，如果推特不给他查看内部数据权限，相当于构成违约行为，他将取消对推特440亿美元的收购交易。与此同时，他的律师团队致函推特首席法律顾问，要求获得推特内部数据流的全面查看权限。他们提出，这是了解推特平台上水军与欺诈账号规模的必要手段。经过持续数周的僵持，推特董事会周三再次做出让步，决定允许马斯克团队全面查看推特内部原数据。马斯克的收购团队最快可能本周就可以获得推特的全面数据，评估虚假欺诈账号的真实数量。目前外界还无法预知推特平台上虚假账号的真实规模，但有外部研究预计，虚假账号的真实占比可能超过10%甚至高达15%。主动跳政治火坑尽管推特是全球最具影响力的社交媒体平台，但其营收业绩和股价市值却与其他社交平台相去甚远。这种影响力和商业价值倒挂的状况，让推特股东长期以来心存不满，更让管理层和董事会承受重压。推特并没有设置超级投票权，董事会持股所占投票权甚至不到2.5%，也让董事会根本无力抵御大股东和机构投资者的施压。然而，推特的价值却不是市值和营收所能衡量的。这不是一家普通的消费互联网公司，而是一个政治能量巨大的网络平台。在过去的数年时间，迪士尼和Salesforce都曾经认真洽购过推特，但最终都选择了放弃。或许他们同样是考虑到收购推特可能引发的政治风险。但马斯克却是主动跳进这个“大坑”的。由于亿万富翁财富税、新冠疫苗以及工会政策等问题，马斯克与民主党拜登政府的关系异常冷淡，更与沃伦等民主党激进派参议员多次隔空互怼。马斯克和特斯拉从深蓝的加州搬到深红的德州，也被视为是他对共和党轻税收与轻监管政策的公开支持。过去一年时间，民主党总统拜登频频拜访底特律传统汽车企业，争取五大湖区蓝领工人的支持，同时对马斯克明显态度冷淡，甚至不愿意在支持电动车发展的公开活动中邀请或者提到特斯拉与马斯克(主要是因为特斯拉的反工会立场)。这种故意的忽视让全球电动车和新能源领军人物马斯克备受冷落与牢骚不断。而此次马斯克以“维护言论自由”的理由收购推特，公开支持特朗普回归，计划推翻推特的内容审核标准，无异于将自己置身于美国左右两派的舆论风波前沿，选择了在美国政治斗争中站队红方。在5月初特斯拉股价大跌之后，马斯克将自己对民主党政府的怒火直接宣泄在了推特上，连续抨击拜登“只会念提词器，经济政策糟糕，美国经济可能陷入衰退”，指责民主党已经变成“分裂与仇恨的政党”；这一连串公开言论相当于马斯克宣告自己支持共和党。5月20日，马斯克突然暗示“自己因为支持共和党，会成为政治攻击目标。”第二天，美国媒体曝光马斯克2016年曾经在私人飞机上性骚扰女空乘，SpaceX为此支付了25万美元的封口费。马斯克对此完全否认，斥责对方甚至说不出自己的身体特征，并指责这是出于政治目的的泼脏水。前景依然不明朗经历了过去两个月的各种变故，马斯克虽然得偿所愿达成了收购协议，但这笔交易的前景始终没有尘埃落定。在获准查看推特内部原数据之后，马斯克团队会对虚假账户规模得出怎样的结论，是否要求大幅压低交易价格，或是直接退出收购协议，依然是个未知数。如果时间可以倒退一个月，马斯克可能会劝4月25日的自己在签署收购协议之前慎重考虑，至少应当完成尽职调查。比起后悔签字太快的马斯克，推特股东现在更希望按原协议推进这一交易。推特首席法律顾问表示，公司正在等待SEC批准委托书文件，计划7月底或8月初就收购协议进行股东投票。6月3日，这一收购交易已经过了美国监管部门的审核评估期。或许未来一个月，马斯克和推特董事会还会持续推手，甚至不排除诉讼解决以及遭致更多股东诉讼的可能性。前美国联邦通信委员会(FCC)主席帕伊(Ajit Pai)公开建议推特董事会尽快与马斯克解决目前的分歧，甚至可以做出让步。与此同时，马斯克收购推特的交易也面临着来自左派社会组织的联手抵制。得到盖茨等亿万富翁支持的十多家左派NGO组成了“Stop The Deal”(阻止交易)的舆论攻势，希望施压SEC、广告主以及其他机构，并通过集体诉讼等方式阻止这一交易。全球首富个人出资330亿美元，以440亿美元的总价收购全球最具影响力的社交媒体。这笔交易不仅创下了杠杆收购的金额记录，更搅动着美国社会的敏感神经。马斯克本人也已经公开站队共和党，站在了两党政治斗争的前沿。马斯克收购推特重要时间节点：1月31日，马斯克开始在公开市场悄悄收购推特股份。3月14日，马斯克在推特持股比例超过5%。按照规定，他应该在10天之内提交文件披露持股，但马斯克却直到21天之后才披露。在此期间他一直在增持股份。这一严重违规行为已经引发了投资者诉讼和SEC的调查，马斯克显然要为此付出代价。3月24日，马斯克开始为收购推特进行舆论预热。他公开施压要求推特公布自己的算法，并质疑推特没有遵守言论自由原则。3月26日，马斯克接洽两位推特董事：联合创始人多西以及银湖资本CEO杜尔班(Egon 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23:24","market":"us","language":"zh","title":"中概股跌幅持续扩大，小鹏汽车跌超15%","url":"https://stock-news.laohu8.com/highlight/detail?id=1191522112","media":"老虎资讯综合","summary":"7月27日，中概股跌幅持续扩大，小鹏汽车跌超15%，理想汽车跌超11%，拼多多跌超10%，蔚来、哔哩哔哩跌超9%，阿里巴巴、京东、百度跌超5%.","content":"<p>7月27日，中概股跌幅持续扩大，<a href=\"https://laohu8.com/S/XPEV\">小鹏汽车</a>跌超15%，<a href=\"https://laohu8.com/S/LI\">理想汽车</a>跌超11%，<a href=\"https://laohu8.com/S/PDD\">拼多多</a>跌超10%，<a href=\"https://laohu8.com/S/NIO\">蔚来</a>、<a href=\"https://laohu8.com/S/BILI\">哔哩哔哩</a>跌超9%，<a href=\"https://laohu8.com/S/BABA\">阿里巴巴</a>、<a href=\"https://laohu8.com/S/JD\">京东</a>、<a href=\"https://laohu8.com/S/BIDU\">百度</a>跌超5%.</p>\n<p><img src=\"https://static.tigerbbs.com/fa78e3c7e10ba06edbd438da6686c91d\" tg-width=\"840\" tg-height=\"470\" referrerpolicy=\"no-referrer\"></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\" 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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\">2021-07-27 23:24</p>\n</div>\n\n</a>\n\n\n</h4>\n\n</header>\n<article>\n<p>7月27日，中概股跌幅持续扩大，<a href=\"https://laohu8.com/S/XPEV\">小鹏汽车</a>跌超15%，<a href=\"https://laohu8.com/S/LI\">理想汽车</a>跌超11%，<a href=\"https://laohu8.com/S/PDD\">拼多多</a>跌超10%，<a href=\"https://laohu8.com/S/NIO\">蔚来</a>、<a href=\"https://laohu8.com/S/BILI\">哔哩哔哩</a>跌超9%，<a href=\"https://laohu8.com/S/BABA\">阿里巴巴</a>、<a href=\"https://laohu8.com/S/JD\">京东</a>、<a href=\"https://laohu8.com/S/BIDU\">百度</a>跌超5%.</p>\n<p><img src=\"https://static.tigerbbs.com/fa78e3c7e10ba06edbd438da6686c91d\" tg-width=\"840\" tg-height=\"470\" 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