疯狂咖啡的个人主页 - 老虎社区

疯狂咖啡

疯狂咖啡

瞎玩玩

IP属地：江苏

19关注

165粉丝

2主题

0勋章

12-23 22:58

我平仓了5手$TSLA 20241227 480.0 CALL$ ,来看看我最新分享的订单！

12-22 12:20

我平仓了5手$TSLA 20241220 455.0 CALL$ ,来看看我最新分享的订单！

12-21 07:29

我开仓了5手$TSLA 20241220 455.0 CALL$ ,来看看我最新分享的订单！

12-21 07:29

我开仓了5手$TSLA 20241227 480.0 CALL$ ,来看看我最新分享的订单！

12-21 07:29

我平仓了2手$TSLA 20250103 500.0 CALL$ ,来看看我最新分享的订单！

12-19

我平仓了3手$TSLA 20241227 500.0 CALL$ ,来看看我最新分享的订单！

12-18

我平仓了3.0组$特斯拉 CALENDAR 241220/241227 CALL 500.0/CALL 500.0$ ,来看看我最新分享的订单！

12-16

我开仓了3手$TSLA 20241220 500.0 CALL$ ,来看看我最新分享的订单！

12-08

我平仓了2手$TSLA 20241206 500.0 CALL$ ,来看看我最新分享的订单！

12-08

我平仓了5手$TSLA 20241206 400.0 CALL$ ,来看看我最新分享的订单！

12-06

$特斯拉(TSLA)$ 并没有创新高，如果投机就别追，如果投资可以追

12-03

我开仓了5手$TSLA 20241206 400.0 CALL$ ,来看看我最新分享的订单！

11-29

我开仓了150.0股$特斯拉(TSLA)$ ,冲

11-25

我开仓了$沃尔玛(WMT)$ ,来看看我最新分享的订单！

11-24

fsd 在25年Q1 进入中国，肯定会破新高

11-24

我平仓了2手$TSLA 20241122 400.0 CALL$ ,来看看我最新分享的订单！

11-24

我平仓了3手$TSLA 20241122 370.0 CALL$ ,来看看我最新分享的订单！

11-21

我开仓了3手$TSLA 20241122 370.0 CALL$ ,来看看我最新分享的订单！

11-16

我平仓了6手$TSLA 20241115 350.0 CALL$ ,来看看我最新分享的订单！

11-14

我开仓了1手$TSLA 20241115 350.0 CALL$ ,来看看我最新分享的订单！

去老虎APP查看更多动态

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,来看看我最新分享的订单！","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":0,"commentSize":0,"repostSize":0,"link":"https://laohu8.com/post/382945591488832","isVote":1,"tweetType":1,"viewCount":67,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"CN","totalScore":0},{"id":382220241183104,"gmtCreate":1734359585914,"gmtModify":1734534813527,"author":{"id":"3544667524171910","authorId":"3544667524171910","name":"疯狂咖啡","avatar":"https://static.tigerbbs.com/a2d9228bfa235ee378e49eba9581bcbc","crmLevel":7,"crmLevelSwitch":1,"followedFlag":false,"idStr":"3544667524171910","authorIdStr":"3544667524171910"},"themes":[],"htmlText":"我开仓了3手<a href=\"https://laohu8.com/OPT/TSLA 20241220 500.0 CALL\">$TSLA 20241220 500.0 CALL$&nbsp;</a>,来看看我最新分享的订单！","listText":"我开仓了3手<a href=\"https://laohu8.com/OPT/TSLA 20241220 500.0 CALL\">$TSLA 20241220 500.0 CALL$&nbsp;</a>,来看看我最新分享的订单！","text":"我开仓了3手$TSLA 20241220 500.0 CALL$ ,来看看我最新分享的订单！","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":1,"commentSize":0,"repostSize":0,"link":"https://laohu8.com/post/382220241183104","isVote":1,"tweetType":1,"viewCount":193,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"CN","totalScore":0},{"id":379231084040632,"gmtCreate":1733619901915,"gmtModify":1733621357663,"author":{"id":"3544667524171910","authorId":"3544667524171910","name":"疯狂咖啡","avatar":"https://static.tigerbbs.com/a2d9228bfa235ee378e49eba9581bcbc","crmLevel":7,"crmLevelSwitch":1,"followedFlag":false,"idStr":"3544667524171910","authorIdStr":"3544667524171910"},"themes":[],"htmlText":"我平仓了2手<a href=\"https://laohu8.com/OPT/TSLA 20241206 500.0 CALL\">$TSLA 20241206 500.0 CALL$&nbsp;</a>,来看看我最新分享的订单！","listText":"我平仓了2手<a href=\"https://laohu8.com/OPT/TSLA 20241206 500.0 CALL\">$TSLA 20241206 500.0 CALL$&nbsp;</a>,来看看我最新分享的订单！","text":"我平仓了2手$TSLA 20241206 500.0 CALL$ 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,来看看我最新分享的订单！","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":0,"commentSize":0,"repostSize":1,"link":"https://laohu8.com/post/358508808765584","isVote":1,"tweetType":1,"viewCount":240,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"CN","totalScore":0},{"id":374328177385904,"gmtCreate":1732429179876,"gmtModify":1732432023972,"author":{"id":"3544667524171910","authorId":"3544667524171910","name":"疯狂咖啡","avatar":"https://static.tigerbbs.com/a2d9228bfa235ee378e49eba9581bcbc","crmLevel":7,"crmLevelSwitch":1,"followedFlag":false,"idStr":"3544667524171910","authorIdStr":"3544667524171910"},"themes":[],"htmlText":"我平仓了3手<a href=\"https://laohu8.com/OPT/TSLA 20241122 370.0 CALL\">$TSLA 20241122 370.0 CALL$&nbsp;</a>,来看看我最新分享的订单！","listText":"我平仓了3手<a href=\"https://laohu8.com/OPT/TSLA 20241122 370.0 CALL\">$TSLA 20241122 370.0 CALL$&nbsp;</a>,来看看我最新分享的订单！","text":"我平仓了3手$TSLA 20241122 370.0 CALL$ ,来看看我最新分享的订单！","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":2,"commentSize":0,"repostSize":0,"link":"https://laohu8.com/post/374328177385904","isVote":1,"tweetType":1,"viewCount":1262,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"CN","totalScore":0},{"id":623822721,"gmtCreate":1671202360863,"gmtModify":1671202362474,"author":{"id":"3544667524171910","authorId":"3544667524171910","name":"疯狂咖啡","avatar":"https://static.tigerbbs.com/a2d9228bfa235ee378e49eba9581bcbc","crmLevel":7,"crmLevelSwitch":1,"followedFlag":false,"idStr":"3544667524171910","authorIdStr":"3544667524171910"},"themes":[],"htmlText":"5万亿？哪来的数字","listText":"5万亿？哪来的数字","text":"5万亿？哪来的数字","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":0,"commentSize":1,"repostSize":0,"link":"https://laohu8.com/post/623822721","repostId":"2291401484","repostType":2,"repost":{"id":"2291401484","kind":"news","pubTimestamp":1671116580,"share":"https://www.laohu8.com/m/news/2291401484?lang=&edition=full","pubTime":"2022-12-15 23:03","market":"hk","language":"zh","title":"特斯拉年内市值蒸发5万亿！马斯克痛失世界首富，分析师：股价或再跌8成","url":"https://stock-news.laohu8.com/highlight/detail?id=2291401484","media":"时代周报猛犸工...","summary":"特斯拉股价年内累计跌幅已达60%。随着股价大跌，马斯克从世界首富宝座上跌落。今年以来，特斯拉股价“跌跌不休”。截至当地时间12月14日美股收盘，特斯拉再跌2.58%，报156.8美元，年内累计跌幅已经达60%；总市值仅剩4913.28亿美元，较年初跌去约7442亿美元。这也是其市值自2020年11月以来首次跌破5000亿美元大关。换言之，按其预计，特斯拉股价或还有超85%的跌幅。","content":"<html><body><p><a href=\"https://laohu8.com/S/TSLA\">特斯拉</a>股价年内累计跌幅已达60%。</p>\n<p>随着股价大跌，马斯克从世界首富宝座上跌落。</p>\n<p>今年以来，特斯拉股价“跌跌不休”。截至当地时间12月14日美股收盘，特斯拉再跌2.58%，报156.8美元，年内累计跌幅已经达60%；总市值仅剩4913.28亿美元，较年初跌去约7442亿美元（约合人民币51813亿元）。这也是其市值自2020年11月以来首次跌破5000亿美元大关。</p>\n<p>特斯拉大空头、GLJ Research分析师Gordon Johnson更是语出惊人：预计特斯拉股价到明年年底将跌至其23美元的目标价。换言之，按其预计，特斯拉股价或还有超85%的跌幅。</p>\n<figure>\n<img h=\"600\" src=\"http://n.sinaimg.cn/spider20221215/166/w1166h600/20221215/5888-38dece54e30ce456cdd98588f437d8cb.jpg\" w=\"1166\"/>\n<h2>图片来源：特斯拉</h2>\n</figure>\n<p>Johnson在一次采访中表示：“我们发现特斯拉只是一家普通的汽车公司，产能超过了他们的销售能力。”他认为，特斯拉不是一家科技公司，不应像科技公司那样定价，并补充说，他预计特斯拉的股票将继续面临抛售压力。</p>\n<p>空头和多头谁将取胜，还言之尚早，但这场股价暴跌，马斯克或是目前的最大输家。</p>\n<p>痛失“世界首富”宝座</p>\n<p>尽管特斯拉股价全年基本都在下滑，但过去几个月跌势进一步加剧。</p>\n<p>自10月27日入主推特以来，特斯拉股价已经下跌了29%，远逊于同期标准普尔500指数6.6%的涨幅。在特斯拉市值持续缩水的情况下，马斯克也失去了全球首富的宝座。</p>\n<p>《福布斯》数据显示，目前全球首富是奢侈品巨头LVMH集团董事长Bernard Arnault，身价1909亿美元，马斯克凭借1740亿美元身价位居第二。</p>\n<figure>\n<img h=\"958\" src=\"http://n.sinaimg.cn/spider20221215/606/w2048h958/20221215/ffa9-34ffd56ea19ace772a1c5f876a1192b4.jpg\" w=\"2048\"/>\n<h2>图片来源：福布斯官网</h2>\n</figure>\n<p>受伤的不止马斯克，还有一众投资者。美国知名财经媒体《投资者商业日报》对<a href=\"https://laohu8.com/S/SPGI\">标普全球</a>市场情报和MarketSmith的数据分析发现，自4月25日推特董事会接受马斯克的收购报价以来，包括ETF 巨头先锋、<a href=\"https://laohu8.com/S/BLK\">贝莱德</a> （BlackRock） 和马斯克本人在内的特斯拉10大投资者，损失高达1325亿美元。</p>\n<p>收购推特引麻烦？</p>\n<p>今年4月以来，马斯克在收购推特这件事上来回拉扯，终于在10月斥资440亿美元成功入主。在收购推特背后，马斯克还多次抛售特斯拉股票。</p>\n<p>美国证券交易委员会文件显示，马斯克于12月12日-14日共计售出2200万股的特斯拉股票，价值35.8亿美元。此前马斯克约持有4.462亿股特斯拉，以此计算，本周抛售的股票数占其持股总数近5%，比例较高。此外，据BBC统计，在过去一年中，他出售的特斯拉股票总额近400亿美元。</p>\n<p>但业界对于这门生意并不看好。自马斯克于10月27日正式收购推特以来，整顿管理层、裁员、推特转型等掀起一轮轮话题，但这对于特斯拉股价毫无帮助。从收购至今，特斯拉股价已经跌去三成。</p>\n<figure>\n<img h=\"1101\" src=\"http://n.sinaimg.cn/spider20221215/329/w828h1101/20221215/d657-09e5798d5a246b2d77d9522644b6a465.jpg\" w=\"828\"/>\n</figure>\n<p>美国证监会文件。</p>\n<div sax-type=\"proxy\"></div><p>据外媒报道，为推进推特改革，马斯克还调动旗下公司提供支援，授权SpaceX、特斯拉和Boring Company的高管来推特工作。投资者担心，马斯克收购推特可能会影响到他在特斯拉的工作，还可能会抛售更多特斯拉股票来支持推特。</p>\n<p>特斯拉股价不断下跌，曾自称马斯克“粉丝”的特斯拉最大散户股东廖凯原呼吁，公司应该通过回购股票的方式来拉高股价。12月12日，廖凯原更是发文抱怨：“马斯克放弃了特斯拉，特斯拉没有首席执行官。”</p>\n<p>此外，马斯克的的推文处处树敌，招致不少批评。Nia Impact Capital创始人兼特斯拉股东Kristin Hull在推特上批评说：“特斯拉品牌存在很多问题，董事会无法控制CEO。”</p>\n<p>“埃隆是一位杰出的商业领袖。但他很快会意识到，他两极分化的政治观点正在损害客户对特斯拉的看法，”特斯拉多头Gary Black在周三的推文中写道，“客户不希望他们的汽车有争议，他们驾驶时想要的是自豪，而非尴尬。”</p>\n<p>看多看空，机构观点不一</p>\n<p>从种种迹象来看，投资者的担忧不无道理。销量方面，今年特斯拉已经被<a href=\"https://laohu8.com/S/002594\">比亚迪</a>超越，失去了新能源汽车全球销冠的宝座。</p>\n<p>新车量产也并不顺利，发布于2019年的特斯拉电动皮卡Cybertruck凭借其科幻造型，两年多的时间收获了超100万辆订单。但交付时间却一再跳票，被竞争对手Rivian R1T和福特F-150闪电皮卡超越。</p>\n<p>今年以来，特斯拉股价表现落后于<a href=\"https://laohu8.com/S/GM\">通用汽车</a>、福特、<a href=\"https://laohu8.com/S/AAPL\">苹果</a>和<a href=\"https://laohu8.com/S/AMZN\">亚马逊</a>等主要汽车制造商和科技公司。</p>\n<p>目前，部分投行对特斯拉的前景感到悲观。<a href=\"https://laohu8.com/S/RY\">加拿大皇家银行</a>将特斯拉目标价从325美元下调至225美元。<a href=\"https://laohu8.com/S/GS\">高盛</a>在最新报告中，将特斯拉的目标股价从305美元下调至235美元，理由是需求疲软。此外，高盛还下调了特斯拉第四季度的交付预期。</p>\n<p><a href=\"https://laohu8.com/S/MSTLW\">Morgan Stanley</a>分析师Adam Jonas在最新报告中也表示，未来几年美国电动汽车的普及速度将比此前预期的慢得多。Jonas目前预计，2025年电动汽车将占美国汽车市场的11%，2030年将达到26%。这低于他之前预测的美国电动汽车普及率分别为13%和32%。</p>\n<p>不过，Jonas表示，特斯拉的股票仍是其2023年的首选。他表示：“特斯拉是唯一一家能够以如此高的利润率销售电动汽车的公司，并且在电池供应链中拥有前所未有的地位。随着赛博卡车和Semi在2023年的推出，该公司正在扩大其汽车产品阵容。”</p>\n<figure>\n<img h=\"834\" src=\"http://n.sinaimg.cn/spider20221215/482/w2048h834/20221215/09ca-257a40beca7a7b4cde1a9f963b1765f9.jpg\" w=\"2048\"/>\n<h2>Cybertruck，图片来自特斯拉官网</h2>\n</figure>\n<p>也有部分投资人认为目前是抄底特斯拉股票的好机会。12月14日，方舟投资管理公司的创始人兼首席执行官“木头姐”Cathie Wood买入了近7.5万股特斯拉股票。</p>\n<p>以投资大胆著称的Wood自10月起就开始抄底特斯拉的股票，11月以来又在不断加仓币圈资产。她一直强调，电动汽车和加密市场是未来主流之势。特斯拉股票是方舟主要基金的重仓股之一，目前方舟持有特斯拉公司约0.13%的股份。</p>\n<p>此外，公开资料显示，截至今年9月30日，特斯拉的主要机构投资者包括先锋集团、<a href=\"https://laohu8.com/S/BX\">黑石</a>、<a href=\"https://laohu8.com/S/STT\">道富银行</a>、北方信托和<a href=\"https://laohu8.com/S/JPM\">摩根大通</a>等，并且第三季度这些机构还在增持特斯拉的股票。</p>\n<p>对于特斯拉股价跌跌不休，盘古智库高级研究员江瀚向时代财经表示，此前特斯拉股价是被高估的，市场看好的是其背后的新能源赛道，同时也存在一定盲目性。与丰田等传统车企相比，特斯拉的业绩基本面相对不足，只有用持续的高增长，才能支撑起被高估的股价。</p>\n<p>“从长期的角度来看，特斯拉的发展需要一个价值回归的过程，股价泡沫进一步被挤出，可以推动特斯拉发展的整体向好。但特斯拉也需要注意，如果股价进一步下跌，一定程度上会损害其融资能力，给公司带来风险。”</p>\n<div>\n<img src=\"http://n.sinaimg.cn/default/2fb77759/20151125/320X320.png\"/>\n</div>\n</body></html>","source":"sina_tech","collect":0,"html":"<!DOCTYPE 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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特斯拉年内市值蒸发5万亿！马斯克痛失世界首富，分析师：股价或再跌8成\n</h2>\n\n<h4 class=\"meta\">\n\n\n2022-12-15 23:03 北京时间&nbsp;&nbsp;&nbsp;<a href=https://tech.sina.cn/it/2022-12-16/detail-imxwuqpm9909573.d.html?vt=4><strong>时代周报猛犸工...</strong></a>\n\n\n</h4>\n\n</header>\n<article>\n<div>\n<p>特斯拉股价年内累计跌幅已达60%。\n随着股价大跌，马斯克从世界首富宝座上跌落。\n今年以来，特斯拉股价“跌跌不休”。截至当地时间12月14日美股收盘，特斯拉再跌2.58%，报156.8美元，年内累计跌幅已经达60%；总市值仅剩4913.28亿美元，较年初跌去约7442亿美元（约合人民币51813亿元）。这也是其市值自2020年11月以来首次跌破5000亿美元大关。\n特斯拉大空头、GLJ ...</p>\n\n<a href=\"https://tech.sina.cn/it/2022-12-16/detail-imxwuqpm9909573.d.html?vt=4\">Web Link</a>\n\n</div>\n\n\n</article>\n</div>\n</body>\n</html>\n","type":0,"thumbnail":"https://k.sinaimg.cn/n/finance/transform/667/w400h267/20221216/4afc-47050d78c40756c9bd927f3baba84ecf.jpg/w120h90l50t1ffd.jpg","relate_stocks":{"BK4551":"寇图资本持仓","IE00BWXC8680.SGD":"PINEBRIDGE US LARGE CAP RESEARCH ENHANCED \"A5\" (SGD) ACC","LU0097036916.USD":"贝莱德美国增长A2 USD","LU0689472784.USD":"安联收益及增长基金Cl AM AT Acc","BK4581":"高盛持仓","LU2087621335.USD":"ALLSPRING GLOBAL FACTOR ENHANCED EQUITY \"A\" 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INC","BK4550":"红杉资本持仓","LU2063271972.USD":"富兰克林创新领域基金","BK4574":"无人驾驶"},"source_url":"https://tech.sina.cn/it/2022-12-16/detail-imxwuqpm9909573.d.html?vt=4","is_english":false,"share_image_url":"https://static.laohu8.com/e9f99090a1c2ed51c021029395664489","article_id":"2291401484","content_text":"特斯拉股价年内累计跌幅已达60%。\n随着股价大跌，马斯克从世界首富宝座上跌落。\n今年以来，特斯拉股价“跌跌不休”。截至当地时间12月14日美股收盘，特斯拉再跌2.58%，报156.8美元，年内累计跌幅已经达60%；总市值仅剩4913.28亿美元，较年初跌去约7442亿美元（约合人民币51813亿元）。这也是其市值自2020年11月以来首次跌破5000亿美元大关。\n特斯拉大空头、GLJ Research分析师Gordon Johnson更是语出惊人：预计特斯拉股价到明年年底将跌至其23美元的目标价。换言之，按其预计，特斯拉股价或还有超85%的跌幅。\n\n\n图片来源：特斯拉\n\nJohnson在一次采访中表示：“我们发现特斯拉只是一家普通的汽车公司，产能超过了他们的销售能力。”他认为，特斯拉不是一家科技公司，不应像科技公司那样定价，并补充说，他预计特斯拉的股票将继续面临抛售压力。\n空头和多头谁将取胜，还言之尚早，但这场股价暴跌，马斯克或是目前的最大输家。\n痛失“世界首富”宝座\n尽管特斯拉股价全年基本都在下滑，但过去几个月跌势进一步加剧。\n自10月27日入主推特以来，特斯拉股价已经下跌了29%，远逊于同期标准普尔500指数6.6%的涨幅。在特斯拉市值持续缩水的情况下，马斯克也失去了全球首富的宝座。\n《福布斯》数据显示，目前全球首富是奢侈品巨头LVMH集团董事长Bernard Arnault，身价1909亿美元，马斯克凭借1740亿美元身价位居第二。\n\n\n图片来源：福布斯官网\n\n受伤的不止马斯克，还有一众投资者。美国知名财经媒体《投资者商业日报》对标普全球市场情报和MarketSmith的数据分析发现，自4月25日推特董事会接受马斯克的收购报价以来，包括ETF 巨头先锋、贝莱德 （BlackRock） 和马斯克本人在内的特斯拉10大投资者，损失高达1325亿美元。\n收购推特引麻烦？\n今年4月以来，马斯克在收购推特这件事上来回拉扯，终于在10月斥资440亿美元成功入主。在收购推特背后，马斯克还多次抛售特斯拉股票。\n美国证券交易委员会文件显示，马斯克于12月12日-14日共计售出2200万股的特斯拉股票，价值35.8亿美元。此前马斯克约持有4.462亿股特斯拉，以此计算，本周抛售的股票数占其持股总数近5%，比例较高。此外，据BBC统计，在过去一年中，他出售的特斯拉股票总额近400亿美元。\n但业界对于这门生意并不看好。自马斯克于10月27日正式收购推特以来，整顿管理层、裁员、推特转型等掀起一轮轮话题，但这对于特斯拉股价毫无帮助。从收购至今，特斯拉股价已经跌去三成。\n\n\n\n美国证监会文件。\n据外媒报道，为推进推特改革，马斯克还调动旗下公司提供支援，授权SpaceX、特斯拉和Boring Company的高管来推特工作。投资者担心，马斯克收购推特可能会影响到他在特斯拉的工作，还可能会抛售更多特斯拉股票来支持推特。\n特斯拉股价不断下跌，曾自称马斯克“粉丝”的特斯拉最大散户股东廖凯原呼吁，公司应该通过回购股票的方式来拉高股价。12月12日，廖凯原更是发文抱怨：“马斯克放弃了特斯拉，特斯拉没有首席执行官。”\n此外，马斯克的的推文处处树敌，招致不少批评。Nia Impact Capital创始人兼特斯拉股东Kristin Hull在推特上批评说：“特斯拉品牌存在很多问题，董事会无法控制CEO。”\n“埃隆是一位杰出的商业领袖。但他很快会意识到，他两极分化的政治观点正在损害客户对特斯拉的看法，”特斯拉多头Gary Black在周三的推文中写道，“客户不希望他们的汽车有争议，他们驾驶时想要的是自豪，而非尴尬。”\n看多看空，机构观点不一\n从种种迹象来看，投资者的担忧不无道理。销量方面，今年特斯拉已经被比亚迪超越，失去了新能源汽车全球销冠的宝座。\n新车量产也并不顺利，发布于2019年的特斯拉电动皮卡Cybertruck凭借其科幻造型，两年多的时间收获了超100万辆订单。但交付时间却一再跳票，被竞争对手Rivian R1T和福特F-150闪电皮卡超越。\n今年以来，特斯拉股价表现落后于通用汽车、福特、苹果和亚马逊等主要汽车制造商和科技公司。\n目前，部分投行对特斯拉的前景感到悲观。加拿大皇家银行将特斯拉目标价从325美元下调至225美元。高盛在最新报告中，将特斯拉的目标股价从305美元下调至235美元，理由是需求疲软。此外，高盛还下调了特斯拉第四季度的交付预期。\nMorgan Stanley分析师Adam Jonas在最新报告中也表示，未来几年美国电动汽车的普及速度将比此前预期的慢得多。Jonas目前预计，2025年电动汽车将占美国汽车市场的11%，2030年将达到26%。这低于他之前预测的美国电动汽车普及率分别为13%和32%。\n不过，Jonas表示，特斯拉的股票仍是其2023年的首选。他表示：“特斯拉是唯一一家能够以如此高的利润率销售电动汽车的公司，并且在电池供应链中拥有前所未有的地位。随着赛博卡车和Semi在2023年的推出，该公司正在扩大其汽车产品阵容。”\n\n\nCybertruck，图片来自特斯拉官网\n\n也有部分投资人认为目前是抄底特斯拉股票的好机会。12月14日，方舟投资管理公司的创始人兼首席执行官“木头姐”Cathie Wood买入了近7.5万股特斯拉股票。\n以投资大胆著称的Wood自10月起就开始抄底特斯拉的股票，11月以来又在不断加仓币圈资产。她一直强调，电动汽车和加密市场是未来主流之势。特斯拉股票是方舟主要基金的重仓股之一，目前方舟持有特斯拉公司约0.13%的股份。\n此外，公开资料显示，截至今年9月30日，特斯拉的主要机构投资者包括先锋集团、黑石、道富银行、北方信托和摩根大通等，并且第三季度这些机构还在增持特斯拉的股票。\n对于特斯拉股价跌跌不休，盘古智库高级研究员江瀚向时代财经表示，此前特斯拉股价是被高估的，市场看好的是其背后的新能源赛道，同时也存在一定盲目性。与丰田等传统车企相比，特斯拉的业绩基本面相对不足，只有用持续的高增长，才能支撑起被高估的股价。\n“从长期的角度来看，特斯拉的发展需要一个价值回归的过程，股价泡沫进一步被挤出，可以推动特斯拉发展的整体向好。但特斯拉也需要注意，如果股价进一步下跌，一定程度上会损害其融资能力，给公司带来风险。”","news_type":1},"isVote":1,"tweetType":1,"viewCount":2399,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"CN","totalScore":0},{"id":917673628,"gmtCreate":1581813518164,"gmtModify":1704345200500,"author":{"id":"3544667524171910","authorId":"3544667524171910","name":"疯狂咖啡","avatar":"https://static.tigerbbs.com/a2d9228bfa235ee378e49eba9581bcbc","crmLevel":7,"crmLevelSwitch":1,"followedFlag":false,"idStr":"3544667524171910","authorIdStr":"3544667524171910"},"themes":[],"htmlText":"慢慢等吧","listText":"慢慢等吧","text":"慢慢等吧","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":0,"commentSize":1,"repostSize":0,"link":"https://laohu8.com/post/917673628","repostId":"914262188","repostType":1,"repost":{"id":914262188,"gmtCreate":1581350234344,"gmtModify":1704343926912,"author":{"id":"74125836878304","authorId":"74125836878304","name":"空军大队长","avatar":"https://static.tigerbbs.com/491ac6b2de4e6f00b0c07853ca1c186b","crmLevel":5,"crmLevelSwitch":0,"followedFlag":false,"idStr":"74125836878304","authorIdStr":"74125836878304"},"themes":[],"htmlText":"<a 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