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寒月客
2021-02-26
$天演药业(ADAG)$
最近股市有点惨啊!
寒月客
2021-08-23
$恒大汽车(00708)$
再跌个95%我仍然觉得贵,啥都没有就是个骗子。
寒月客
2021-02-02
$蓝月亮集团(06993)$
这个一直放手上应该没问题。
寒月客
2021-03-22
$天演药业(ADAG)$
凉了啊!
寒月客
2021-02-04
$快手科技(01024)$
没有中签,看到富途暗盘380,果断304买入,321卖出,小赚几顿火锅。
寒月客
2021-02-05
$南网能源(003035)$
这股票谁接盘套牢一辈子吧[开心]
寒月客
2021-02-25
$RLX科技(RLX)$
心痛,不过大街小巷到处都是实体店,本人非常看好。
寒月客
2021-09-09
$恒大汽车(00708)$
不会炒股的最近专门做空恒大汽车就好了,到年底翻倍没问题。
寒月客
2021-03-12
$加科思-B(01167)$
从打新一直拿到现在,感觉还是打新一开始就卖掉比较靠谱。
寒月客
2021-07-22
$恒大汽车(00708)$
每一次起飞都是做空的好机会。
寒月客
2021-06-01
不用自己🉐真金白银去做多那就是吹牛逼。
抱歉,原内容已删除
寒月客
2020-12-28
$泡泡玛特(09992)$
不改成长逻辑,绝佳补仓机会。
寒月客
2021-09-17
$中国恒大(03333)$
每一次反弹都是做空的好时机
寒月客
2021-03-16
$恒生科技ETF(03032)$
春天,韭菜成长的季节。
寒月客
2021-02-09
$容联云(RAAS)$
800中5,好过没有。
寒月客
2021-01-26
$恒大汽车(00708)$
恒大这么多债务,还得靠韭菜接盘来化解。
寒月客
2021-01-26
$恒大汽车(00708)$
这个ppt有人做空么,44块做空
寒月客
2020-11-25
下周回国贾跃亭
如果贾跃亭的FF上市,市值会超过4000亿的蔚来吗?
寒月客
2022-01-24
装装样子罢了,个个都是影帝。
抱歉,原内容已删除
去老虎APP查看更多动态
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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中消协批腾讯单方面取消充值优惠:让会员用户肉疼心冷\n</h2>\n\n<h4 class=\"meta\">\n\n\n2022-05-12 15:31 北京时间 <a href=https://www.thepaper.cn/newsDetail_forward_18051876><strong>澎湃新闻</strong></a>\n\n\n</h4>\n\n</header>\n<article>\n<div>\n<p>5月12日,中消协发布的“五一”消费维权舆情分析报告指出,Q币充值大面积取消97折优惠引发网友吐槽,腾讯“坦然”回复“基于业务发展需求和为给用户提供更好使用体验”,而会员与用户却愤而质疑“购买会员时约定的折扣并未到期”、“未征求付费会员用户意见单方面取消优惠无异于强制涨价”。腾讯此次营销策略调整的重点,到底是“业务发展”的迫切需求,还是对用户使用体验的“优化升级”;取消优惠、调整折扣的“节日礼包”...</p>\n\n<a href=\"https://www.thepaper.cn/newsDetail_forward_18051876\">Web Link</a>\n\n</div>\n\n\n</article>\n</div>\n</body>\n</html>\n","type":0,"thumbnail":"https://static.tigerbbs.com/e7799eeb7043b8caaf3d109c3b13109e","relate_stocks":{"00700":"腾讯控股"},"source_url":"https://www.thepaper.cn/newsDetail_forward_18051876","is_english":false,"share_image_url":"https://static.laohu8.com/e9f99090a1c2ed51c021029395664489","article_id":"1116896099","content_text":"5月12日,中消协发布的“五一”消费维权舆情分析报告指出,Q币充值大面积取消97折优惠引发网友吐槽,腾讯“坦然”回复“基于业务发展需求和为给用户提供更好使用体验”,而会员与用户却愤而质疑“购买会员时约定的折扣并未到期”、“未征求付费会员用户意见单方面取消优惠无异于强制涨价”。腾讯此次营销策略调整的重点,到底是“业务发展”的迫切需求,还是对用户使用体验的“优化升级”;取消优惠、调整折扣的“节日礼包”,是腾讯作为游戏服务供给方的“法定权利”,还是已然涉及“预付费服务合同”的单方面强行变更,或许还有商榷讨论的空间,但腾讯游戏“吸金利器”的牙齿尖利,却实实在在的让会员用户肉疼心冷。","news_type":1},"isVote":1,"tweetType":1,"viewCount":1559,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"CN","totalScore":0},{"id":613376307,"gmtCreate":1649740462625,"gmtModify":1649740462625,"author":{"id":"3556615869128849","authorId":"3556615869128849","name":"寒月客","avatar":"https://static.tigerbbs.com/cffec01ace9f33c10106451edbed054b","crmLevel":5,"crmLevelSwitch":0,"followedFlag":false,"idStr":"3556615869128849","authorIdStr":"3556615869128849"},"themes":[],"htmlText":"<a href=\"https://laohu8.com/S/06860\">$指尖悦动(06860)$</a>不知道的还以为是个足浴店[开心] ","listText":"<a href=\"https://laohu8.com/S/06860\">$指尖悦动(06860)$</a>不知道的还以为是个足浴店[开心] ","text":"$指尖悦动(06860)$不知道的还以为是个足浴店[开心]","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":0,"commentSize":0,"repostSize":0,"link":"https://laohu8.com/post/613376307","isVote":1,"tweetType":1,"viewCount":2392,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"CN","totalScore":0},{"id":635449064,"gmtCreate":1647229486641,"gmtModify":1647229486641,"author":{"id":"3556615869128849","authorId":"3556615869128849","name":"寒月客","avatar":"https://static.tigerbbs.com/cffec01ace9f33c10106451edbed054b","crmLevel":5,"crmLevelSwitch":0,"followedFlag":false,"idStr":"3556615869128849","authorIdStr":"3556615869128849"},"themes":[],"htmlText":"期货109%还是不要拿出来搞我们了。","listText":"期货109%还是不要拿出来搞我们了。","text":"期货109%还是不要拿出来搞我们了。","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":0,"commentSize":0,"repostSize":0,"link":"https://laohu8.com/post/635449064","repostId":"2219226770","repostType":4,"isVote":1,"tweetType":1,"viewCount":1853,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"CN","totalScore":0},{"id":635957365,"gmtCreate":1646811512958,"gmtModify":1646811512958,"author":{"id":"3556615869128849","authorId":"3556615869128849","name":"寒月客","avatar":"https://static.tigerbbs.com/cffec01ace9f33c10106451edbed054b","crmLevel":5,"crmLevelSwitch":0,"followedFlag":false,"idStr":"3556615869128849","authorIdStr":"3556615869128849"},"themes":[],"htmlText":"买点出现","listText":"买点出现","text":"买点出现","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":0,"commentSize":0,"repostSize":0,"link":"https://laohu8.com/post/635957365","repostId":"1168370384","repostType":4,"repost":{"id":"1168370384","kind":"news","weMediaInfo":{"introduction":"为用户提供金融资讯、行情、数据,旨在帮助投资者理解世界,做投资决策。","home_visible":1,"media_name":"老虎资讯综合","id":"102","head_image":"https://static.tigerbbs.com/8274c5b9d4c2852bfb1c4d6ce16c68ba"},"pubTimestamp":1646804921,"share":"https://www.laohu8.com/m/news/1168370384?lang=&edition=full","pubTime":"2022-03-09 13:48","market":"sh","language":"zh","title":"A股三大指数均跌逾4%,恒生指数、恒生科技指数均跌超3%","url":"https://stock-news.laohu8.com/highlight/detail?id=1168370384","media":"老虎资讯综合","summary":"3月9日,指数走弱,沪指下挫跌逾4.02%,深成指跌4.83%,创业板指跌4.27%。富时中国A50指数期货跌幅迅速扩大至4%。有色镍概念股大跌宁波联合、华友钴业、恒立实业跌停,青岛中程跌超19%,盛","content":"<html><head></head><body><p>3月9日,指数走弱,沪指下挫跌逾4.02%,深成指跌4.83%,创业板指跌4.27%。富时中国A50指数期货跌幅迅速扩大至4%。<img src=\"https://static.tigerbbs.com/1122126cf0bcde0ca684c01ab5037304\" tg-width=\"840\" tg-height=\"470\" referrerpolicy=\"no-referrer\"/>有色镍概念股大跌</p><p><a href=\"https://laohu8.com/S/600051\">宁波联合</a>、<a href=\"https://laohu8.com/S/603799\">华友钴业</a>、<a href=\"https://laohu8.com/S/000622\">恒立实业</a>跌停,<a href=\"https://laohu8.com/S/300208\">青岛中程</a>跌超19%,<a href=\"https://laohu8.com/S/600711\">盛屯矿业</a>、<a href=\"https://laohu8.com/S/300477\">合纵科技</a>等跌幅居前。</p><p>有色板块开盘走弱</p><p><a href=\"https://laohu8.com/S/002114\">罗平锌电</a>跌停,<a href=\"https://laohu8.com/S/000751\">锌业股份</a>、金徽股份、<a href=\"https://laohu8.com/S/600497\">驰宏锌锗</a>、<a href=\"https://laohu8.com/S/600331\">宏达股份</a>、<a href=\"https://laohu8.com/S/600531\">豫光金铅</a>等大跌。</p><p>油气股开盘走低</p><p>准油股份、<a href=\"https://laohu8.com/S/300164\">通源石油</a>、恒泰艾普、海默科技、仁智股份、贝肯能源等跌幅居前。</p><p><b>港股恒生指数、恒生科技指数均下跌超3%。</b><img src=\"https://static.tigerbbs.com/f8e9cb54dfefde742a5a954f5fa77cd3\" tg-width=\"840\" tg-height=\"470\" referrerpolicy=\"no-referrer\"/>科技股表现疲软</p><p><a href=\"https://laohu8.com/S/BABA\">阿里巴巴</a>、快手跌超4%,<a href=\"https://laohu8.com/S/00700\">腾讯</a>、美团跌超3%,<a href=\"https://laohu8.com/S/BIDU\">百度</a>、<a href=\"https://laohu8.com/S/JD\">京东</a>跌超2%。</p><p>体育用品股重挫</p><p><a href=\"https://laohu8.com/S/02331\">李宁</a>跌超10%,<a href=\"https://laohu8.com/S/02020\">安踏体育</a>跌逾9%,<a href=\"https://laohu8.com/S/01368\">特步国际</a>跌逾8%。</p><p>医药外包股下行</p><p><a href=\"https://laohu8.com/S/WX\">药明康德</a>跌近9%,<a href=\"https://laohu8.com/S/02269\">药明生物</a>跌超9%。</p></body></html>","collect":0,"html":"<!DOCTYPE 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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\">2022-03-09 13:48</p>\n</div>\n\n</a>\n\n\n</h4>\n\n</header>\n<article>\n<html><head></head><body><p>3月9日,指数走弱,沪指下挫跌逾4.02%,深成指跌4.83%,创业板指跌4.27%。富时中国A50指数期货跌幅迅速扩大至4%。<img src=\"https://static.tigerbbs.com/1122126cf0bcde0ca684c01ab5037304\" tg-width=\"840\" tg-height=\"470\" referrerpolicy=\"no-referrer\"/>有色镍概念股大跌</p><p><a href=\"https://laohu8.com/S/600051\">宁波联合</a>、<a href=\"https://laohu8.com/S/603799\">华友钴业</a>、<a href=\"https://laohu8.com/S/000622\">恒立实业</a>跌停,<a href=\"https://laohu8.com/S/300208\">青岛中程</a>跌超19%,<a href=\"https://laohu8.com/S/600711\">盛屯矿业</a>、<a href=\"https://laohu8.com/S/300477\">合纵科技</a>等跌幅居前。</p><p>有色板块开盘走弱</p><p><a href=\"https://laohu8.com/S/002114\">罗平锌电</a>跌停,<a href=\"https://laohu8.com/S/000751\">锌业股份</a>、金徽股份、<a href=\"https://laohu8.com/S/600497\">驰宏锌锗</a>、<a href=\"https://laohu8.com/S/600331\">宏达股份</a>、<a href=\"https://laohu8.com/S/600531\">豫光金铅</a>等大跌。</p><p>油气股开盘走低</p><p>准油股份、<a href=\"https://laohu8.com/S/300164\">通源石油</a>、恒泰艾普、海默科技、仁智股份、贝肯能源等跌幅居前。</p><p><b>港股恒生指数、恒生科技指数均下跌超3%。</b><img src=\"https://static.tigerbbs.com/f8e9cb54dfefde742a5a954f5fa77cd3\" tg-width=\"840\" tg-height=\"470\" referrerpolicy=\"no-referrer\"/>科技股表现疲软</p><p><a href=\"https://laohu8.com/S/BABA\">阿里巴巴</a>、快手跌超4%,<a href=\"https://laohu8.com/S/00700\">腾讯</a>、美团跌超3%,<a href=\"https://laohu8.com/S/BIDU\">百度</a>、<a href=\"https://laohu8.com/S/JD\">京东</a>跌超2%。</p><p>体育用品股重挫</p><p><a href=\"https://laohu8.com/S/02331\">李宁</a>跌超10%,<a href=\"https://laohu8.com/S/02020\">安踏体育</a>跌逾9%,<a href=\"https://laohu8.com/S/01368\">特步国际</a>跌逾8%。</p><p>医药外包股下行</p><p><a href=\"https://laohu8.com/S/WX\">药明康德</a>跌近9%,<a 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16:49","market":"us","language":"zh","title":"如果贾跃亭的FF上市,市值会超过4000亿的蔚来吗?","url":"https://stock-news.laohu8.com/highlight/detail?id=1133210605","media":"深潜 ","summary":"按照2019胡润全球独角兽榜来分析,全球共有15家新能源汽车企业上榜,企业总市值占比2%。贾跃亭打造的FF估值就高达300亿元,在行业独角兽排名中高居全球第二。贾跃亭到底能不能回来,已经是个玄学问题了","content":"<p>按照2019胡润全球独角兽榜来分析,全球共有15家新能源汽车企业上榜,企业总市值占比2%。贾跃亭打造的FF估值就高达300亿元,在行业独角兽排名中高居全球第二。</p><p>贾跃亭到底能不能回来,已经是个玄学问题了。但在下坠的过程中,他始终不愿意放弃的,却是FF。伴随着燃油车禁售时间的陆续出台,以及全球量化宽松政策的刺激,资本也在加速寻找各种优质资产。</p><p>最近几个月,蔚来、小鹏、理想在资本市场的一路狂奔,就是这种合力下的结果。涨幅之大,也刺激着每一位投资人,也刺激着所有的造车企业。</p><p>在这种背景下,忍不住会问,<b>如果贾跃亭的FF上市,那么它的市值会不会超过4000亿的蔚来?</b>他会不会翻盘?</p><p>11月13日,这位因梦想奔赴美国造车的“贾布斯”转发了一条关于FF技术领先的微博,并表示:<b>产品和技术创新力是下一代汽车产业变革的核心价值和驱动力,FF会继续集中资源专注投入,持续为行业发挥引领作用。</b></p><p>贾跃亭在这个时间节点的发声更像是在提醒外界,论造车,我是他们的前辈;梦想,我还未放弃。</p><p>按照2019胡润全球独角兽榜来分析,全球共有15家新能源汽车企业上榜,企业总市值占比2%。贾跃亭打造的<b>FF估值就高达300亿元,在行业独角兽排名中高居全球第二。</b></p><p>可惜的是,在眼下这场造车新势力的资本盛宴中,和贾跃亭以及他身后的FF并没有太大关系。横亘在贾跃亭面前最大的两个疑问是,FF什么时候量产交付?FF还有多少钱可以烧?</p><p><b>01</b></p><p><b>FF是生不逢时,还是PPT造车?</b></p><p>在大众的视野里,贾跃亭≈下周回国,<b>FF≈PPT造车,但客观来说,FF确实拥有一些世界领先的技术专利,</b>不然也不会吸引认真造车的恒大许老板、更不会吸引那么多的车界大咖加盟。</p><p>一份来自专利数据分析公司RSIP报告证实,FF的多元化专利组合在同类技术上比包括丰田、福特和本田在内的OEM厂商更加强大。<b>RSIP认定FF的电动汽车专利组合,在关键技术上与特斯拉不相上下。</b>FF已获授权的专利有530项,大部分都与互联网、自动驾驶和智能有关。</p><p>依稀记得当年,FF 91车型亮相的时候,是多么颠覆大家的认知,无敌科幻的外观造型设计、11块液晶显示屏、反重力座椅,在那个中控大屏还未大行其道的年代,FF 91绝对是那个时代的“新物种”。</p><p>公开资料显示,FF成立于2014年4月,在2017年1月的CES上便展示了FF 91的样车。事实上,贾跃亭布局新能源汽车并不晚,在技术、生态布局等方面也一度领先。从最初手握几十亿美元,到全部烧光难以为继。FF在筹钱的路上一直磕磕碰碰,资金一次又一次的告急,FF 91始终还是没能量产落地,而这几年新能源汽车江湖已经更为复杂多变。</p><p>一方面,与FF同在2014年成立的蔚来、小鹏等造车新势力已经推出了数代量产车并成功上市。另一方面,国内外的传统车企也在全面向电动领域转型。众多新能源汽车对标的特斯拉已经在中国建立工厂,市值比大众、丰田这些百年车企之和还要多。</p><p>贾跃亭多次将FF 91的进展描述为“距离交付仅剩临门一脚”。根据贾跃亭给出的数字,自成立至今,<b>6年来,各方已累计为FF投入20亿美金,没有量产就意味着成本无从收回。</b></p><p>但即便量产,FF 91也已经错过了最好的时机,想要追赶上来真的比登天还难。作为FF 91心目中最大的“竞争对手”特斯拉来说,单从销量这一点来说,FF 91已经没有什么可比性了,当初的那些豪言壮语现在看来,也被造车新势力的后辈们一个一个去实现了。</p><p>去年,FF新任CEO毕福康曾宣称,首款车型FF 91将在2020年9月开启交付,首批交付量数百辆,售价超过20万美元。这个承诺如今看来又只能呵呵了。</p><p>最近,FF 从美国传来了好消息,公开宣布获得了美国两大金融机构提供的4500万美金(超3亿元人民币)债权融资贷款。同时,FF正在筹备以SPAC(特殊目的并购)的方式寻求美股IPO。这些利好消息的到来,真的意味着FF 91 汽车马上就能实现量产了吗?当然不是!</p><p>FF方面曾在2019年明确表示,<b>要量产还需要筹措8亿至8.5亿美元。</b>相比之下,这次的4500万美金只不过是杯水车薪罢了。如果 FF 不能尽快完成 IPO,那么加上过去积累的众多债务,FF的运营危机只会继续延续下去。</p><p><b>02</b></p><p><b>贾跃亭还能等到生命中下一个贵人吗?</b></p><p>雷军曾说过,风口上猪都能飞上天。掌舵乐视网时,贾跃亭就是风口上的猪。很可惜,贾跃亭步子跨的太大,最终拖死了乐视网,也拖垮了自己。</p><p>当然,贾跃亭成功之处在于玩砸了乐视网之后,市场对于他的评价依然不是一边倒,而是褒贬不一。</p><p>实际上,在中国的企业家圈子里对贾跃亭的评价也并非全是批评,也有一部分人选择相信并支持他,其中数融创孙宏斌最为慷慨,真金白银的掏了150亿之后,还接手了乐视网的烂摊子。贾跃亭与孙宏斌同为晋商出身,不过,“中国好老乡”的故事并没有一个圆满的结局。最终,孙宏斌承认接盘失败、“愿赌服输”。</p><p>对于接手乐视,<b>孙宏斌曾公开表示,“人有时候要敢叫日月换新天,有时候也要愿赌服输”。</b>孙宏斌表示,自己对乐视网关联交易知情,但错判之处在于,关联方欠上市公司的债务无法得到有效偿还。2018年3月14日,乐视董事长孙宏斌宣布辞职退出董事会,不再担任乐视任何职务。乐视网因巨亏于2019年5月11日暂停上市。</p><p>其次就是许家印,当贾跃亭的FF并未量产时,<b>许家印也同样花费巨资同他进行合作,但不到3个月后,两人“不合”传闻随即传来</b>。最终,2018年12月31日,贾跃亭跟恒大集团、许家印几方达成和解,最终拟定“分手细节”。而分手后的许老板则自建恒驰品牌,开启了全球“买买买”模式,今年一口气推出了六款车型,并计划明年量产上市。</p><p><b>从资本的角度而言,不存在无缘无故的投资,</b>任何一项投资,利益都是最重要的方面,所以愿意给贾跃亭这笔钱,证明市场对于他还是有最基础的认可。</p><p>但不可否认的是,大部分人、特别是投资人认为贾跃亭是阻碍FF融资的最大因素。去年9月,FF宣布,贾跃亭辞去CEO职务,出任CPUO(首席产品和用户官),由毕福康接任全球CEO。但FF依然笼罩在“贾跃亭”的阴影下,毕福康对此回应也多少显得无可奈何,“因为历史的原因,和偶尔一些坏消息,并不是所有人能够相信我们。”,“大家希望看到我们成为一家稳定的公司。”</p><p>在今年3月份,据FF官方宣布,已与美国混合动力公司US Hybrid Corporation正式达成协议,双方将在US Hybrid目前正在开发的新能源产品中合作,后者将使用FF方面所提供的电力总成系统。</p><p>在没有新的贵人雪中送炭,融资迟迟未见踪影,FF91量产又遥遥无期的背景之下,利用之前几年所拥有的部分新能源电驱动、底盘、电子架构、智能网联方面的技术积累,将它们“卖”给更多有资金、有需求的车企,及时止损实现“自我造血”。<b>从整车制造企业转型成为一家新能源工程解决方案提供商,对于当下的FF而言,或许已经成为它最好且唯一的出路。</b></p><p>造车是场既“烧钱”又残酷的资本游戏,梦想与情怀无法完全支撑起贾跃亭在这一赛道中立足。回归正题,我们还能见到贾跃亭回国的那一天吗?</p>","source":"lsy1594870105111","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>如果贾跃亭的FF上市,市值会超过4000亿的蔚来吗?</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; }\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如果贾跃亭的FF上市,市值会超过4000亿的蔚来吗?\n</h2>\n\n<h4 class=\"meta\">\n\n\n2020-11-25 16:49 北京时间 <a href=https://mp.weixin.qq.com/s/AlmJ8q4onHAHfleRmIxu-A><strong>深潜 </strong></a>\n\n\n</h4>\n\n</header>\n<article>\n<div>\n<p>按照2019胡润全球独角兽榜来分析,全球共有15家新能源汽车企业上榜,企业总市值占比2%。贾跃亭打造的FF估值就高达300亿元,在行业独角兽排名中高居全球第二。贾跃亭到底能不能回来,已经是个玄学问题了。但在下坠的过程中,他始终不愿意放弃的,却是FF。伴随着燃油车禁售时间的陆续出台,以及全球量化宽松政策的刺激,资本也在加速寻找各种优质资产。最近几个月,蔚来、小鹏、理想在资本市场的一路狂奔,就是这种...</p>\n\n<a href=\"https://mp.weixin.qq.com/s/AlmJ8q4onHAHfleRmIxu-A\">Web Link</a>\n\n</div>\n\n\n</article>\n</div>\n</body>\n</html>\n","type":0,"thumbnail":"https://static.tigerbbs.com/1a3754f388f30b5f7e5d59651613a82b","relate_stocks":{"NIO":"蔚来"},"source_url":"https://mp.weixin.qq.com/s/AlmJ8q4onHAHfleRmIxu-A","is_english":false,"share_image_url":"https://static.laohu8.com/e9f99090a1c2ed51c021029395664489","article_id":"1133210605","content_text":"按照2019胡润全球独角兽榜来分析,全球共有15家新能源汽车企业上榜,企业总市值占比2%。贾跃亭打造的FF估值就高达300亿元,在行业独角兽排名中高居全球第二。贾跃亭到底能不能回来,已经是个玄学问题了。但在下坠的过程中,他始终不愿意放弃的,却是FF。伴随着燃油车禁售时间的陆续出台,以及全球量化宽松政策的刺激,资本也在加速寻找各种优质资产。最近几个月,蔚来、小鹏、理想在资本市场的一路狂奔,就是这种合力下的结果。涨幅之大,也刺激着每一位投资人,也刺激着所有的造车企业。在这种背景下,忍不住会问,如果贾跃亭的FF上市,那么它的市值会不会超过4000亿的蔚来?他会不会翻盘?11月13日,这位因梦想奔赴美国造车的“贾布斯”转发了一条关于FF技术领先的微博,并表示:产品和技术创新力是下一代汽车产业变革的核心价值和驱动力,FF会继续集中资源专注投入,持续为行业发挥引领作用。贾跃亭在这个时间节点的发声更像是在提醒外界,论造车,我是他们的前辈;梦想,我还未放弃。按照2019胡润全球独角兽榜来分析,全球共有15家新能源汽车企业上榜,企业总市值占比2%。贾跃亭打造的FF估值就高达300亿元,在行业独角兽排名中高居全球第二。可惜的是,在眼下这场造车新势力的资本盛宴中,和贾跃亭以及他身后的FF并没有太大关系。横亘在贾跃亭面前最大的两个疑问是,FF什么时候量产交付?FF还有多少钱可以烧?01FF是生不逢时,还是PPT造车?在大众的视野里,贾跃亭≈下周回国,FF≈PPT造车,但客观来说,FF确实拥有一些世界领先的技术专利,不然也不会吸引认真造车的恒大许老板、更不会吸引那么多的车界大咖加盟。一份来自专利数据分析公司RSIP报告证实,FF的多元化专利组合在同类技术上比包括丰田、福特和本田在内的OEM厂商更加强大。RSIP认定FF的电动汽车专利组合,在关键技术上与特斯拉不相上下。FF已获授权的专利有530项,大部分都与互联网、自动驾驶和智能有关。依稀记得当年,FF 91车型亮相的时候,是多么颠覆大家的认知,无敌科幻的外观造型设计、11块液晶显示屏、反重力座椅,在那个中控大屏还未大行其道的年代,FF 91绝对是那个时代的“新物种”。公开资料显示,FF成立于2014年4月,在2017年1月的CES上便展示了FF 91的样车。事实上,贾跃亭布局新能源汽车并不晚,在技术、生态布局等方面也一度领先。从最初手握几十亿美元,到全部烧光难以为继。FF在筹钱的路上一直磕磕碰碰,资金一次又一次的告急,FF 91始终还是没能量产落地,而这几年新能源汽车江湖已经更为复杂多变。一方面,与FF同在2014年成立的蔚来、小鹏等造车新势力已经推出了数代量产车并成功上市。另一方面,国内外的传统车企也在全面向电动领域转型。众多新能源汽车对标的特斯拉已经在中国建立工厂,市值比大众、丰田这些百年车企之和还要多。贾跃亭多次将FF 91的进展描述为“距离交付仅剩临门一脚”。根据贾跃亭给出的数字,自成立至今,6年来,各方已累计为FF投入20亿美金,没有量产就意味着成本无从收回。但即便量产,FF 91也已经错过了最好的时机,想要追赶上来真的比登天还难。作为FF 91心目中最大的“竞争对手”特斯拉来说,单从销量这一点来说,FF 91已经没有什么可比性了,当初的那些豪言壮语现在看来,也被造车新势力的后辈们一个一个去实现了。去年,FF新任CEO毕福康曾宣称,首款车型FF 91将在2020年9月开启交付,首批交付量数百辆,售价超过20万美元。这个承诺如今看来又只能呵呵了。最近,FF 从美国传来了好消息,公开宣布获得了美国两大金融机构提供的4500万美金(超3亿元人民币)债权融资贷款。同时,FF正在筹备以SPAC(特殊目的并购)的方式寻求美股IPO。这些利好消息的到来,真的意味着FF 91 汽车马上就能实现量产了吗?当然不是!FF方面曾在2019年明确表示,要量产还需要筹措8亿至8.5亿美元。相比之下,这次的4500万美金只不过是杯水车薪罢了。如果 FF 不能尽快完成 IPO,那么加上过去积累的众多债务,FF的运营危机只会继续延续下去。02贾跃亭还能等到生命中下一个贵人吗?雷军曾说过,风口上猪都能飞上天。掌舵乐视网时,贾跃亭就是风口上的猪。很可惜,贾跃亭步子跨的太大,最终拖死了乐视网,也拖垮了自己。当然,贾跃亭成功之处在于玩砸了乐视网之后,市场对于他的评价依然不是一边倒,而是褒贬不一。实际上,在中国的企业家圈子里对贾跃亭的评价也并非全是批评,也有一部分人选择相信并支持他,其中数融创孙宏斌最为慷慨,真金白银的掏了150亿之后,还接手了乐视网的烂摊子。贾跃亭与孙宏斌同为晋商出身,不过,“中国好老乡”的故事并没有一个圆满的结局。最终,孙宏斌承认接盘失败、“愿赌服输”。对于接手乐视,孙宏斌曾公开表示,“人有时候要敢叫日月换新天,有时候也要愿赌服输”。孙宏斌表示,自己对乐视网关联交易知情,但错判之处在于,关联方欠上市公司的债务无法得到有效偿还。2018年3月14日,乐视董事长孙宏斌宣布辞职退出董事会,不再担任乐视任何职务。乐视网因巨亏于2019年5月11日暂停上市。其次就是许家印,当贾跃亭的FF并未量产时,许家印也同样花费巨资同他进行合作,但不到3个月后,两人“不合”传闻随即传来。最终,2018年12月31日,贾跃亭跟恒大集团、许家印几方达成和解,最终拟定“分手细节”。而分手后的许老板则自建恒驰品牌,开启了全球“买买买”模式,今年一口气推出了六款车型,并计划明年量产上市。从资本的角度而言,不存在无缘无故的投资,任何一项投资,利益都是最重要的方面,所以愿意给贾跃亭这笔钱,证明市场对于他还是有最基础的认可。但不可否认的是,大部分人、特别是投资人认为贾跃亭是阻碍FF融资的最大因素。去年9月,FF宣布,贾跃亭辞去CEO职务,出任CPUO(首席产品和用户官),由毕福康接任全球CEO。但FF依然笼罩在“贾跃亭”的阴影下,毕福康对此回应也多少显得无可奈何,“因为历史的原因,和偶尔一些坏消息,并不是所有人能够相信我们。”,“大家希望看到我们成为一家稳定的公司。”在今年3月份,据FF官方宣布,已与美国混合动力公司US Hybrid Corporation正式达成协议,双方将在US Hybrid目前正在开发的新能源产品中合作,后者将使用FF方面所提供的电力总成系统。在没有新的贵人雪中送炭,融资迟迟未见踪影,FF91量产又遥遥无期的背景之下,利用之前几年所拥有的部分新能源电驱动、底盘、电子架构、智能网联方面的技术积累,将它们“卖”给更多有资金、有需求的车企,及时止损实现“自我造血”。从整车制造企业转型成为一家新能源工程解决方案提供商,对于当下的FF而言,或许已经成为它最好且唯一的出路。造车是场既“烧钱”又残酷的资本游戏,梦想与情怀无法完全支撑起贾跃亭在这一赛道中立足。回归正题,我们还能见到贾跃亭回国的那一天吗?","news_type":1},"isVote":1,"tweetType":1,"viewCount":350,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"CN","totalScore":0},{"id":630447353,"gmtCreate":1643032444027,"gmtModify":1643032444027,"author":{"id":"3556615869128849","authorId":"3556615869128849","name":"寒月客","avatar":"https://static.tigerbbs.com/cffec01ace9f33c10106451edbed054b","crmLevel":5,"crmLevelSwitch":0,"followedFlag":false,"idStr":"3556615869128849","authorIdStr":"3556615869128849"},"themes":[],"htmlText":"装装样子罢了,个个都是影帝。","listText":"装装样子罢了,个个都是影帝。","text":"装装样子罢了,个个都是影帝。","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":1,"commentSize":0,"repostSize":0,"link":"https://laohu8.com/post/630447353","repostId":"1100909012","repostType":4,"isVote":1,"tweetType":1,"viewCount":1385,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"CN","totalScore":0}],"lives":[]}