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2023-07-26
脑子有水
期权大单 | 特斯拉要跌70%？这个业务或是“续命神器”
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14:36","market":"us","language":"zh","title":"期权大单 | 特斯拉要跌70%？这个业务或是“续命神器”","url":"https://stock-news.laohu8.com/highlight/detail?id=1197435124","media":"老虎资讯综合","summary":"周二美股期权市场总成交量33,212,994张合约。看涨期权占比56%，看跌期权占比44%。","content":"<html><head></head><body><h3 id=\"id_880334941\">周二市场概览</h3><p>周二，道指连续第12个交易日上涨，创下2017年以来最长连续上涨纪录。中概股延续涨势，纳斯达克中国金龙指数收涨0.34%，<a href=\"https://laohu8.com/S/PDD\">拼多多</a>以逾5%的涨幅领涨成分股。</p><p>当日美股期权市场总成交量33,212,994张合约。其中，看涨期权占比56%，看跌期权占比44%。</p><h3 id=\"id_680536718\">期权成交观察</h3><p>期权成交排行榜，特斯拉超越AMC院线，排在总榜单的第三位。AMC院线昨日大跌超12%，成交额维持高位。</p><p></p><p class=\"t-img-caption\"><img src=\"https://static.tigerbbs.com/6f54b903687cb6a5e3500e4ee5983e63\" title=\"\" tg-width=\"435\" tg-height=\"834\"/></p><p>关于特斯拉，现在一边是万千宠爱，一边又是争议不断。在年涨幅超115%之后，特斯拉的股价走势似乎已经陷入胶着。<strong>瑞银（UBS）周一将<a href=\"https://laohu8.com/S/TSLA\">特斯拉</a>的评级下调至“中性”。瑞银认为，基于特斯拉近9000亿美元的估值和今年的强劲涨幅，很多好消息已经被提前消化了。</strong></p><p>目前，特斯拉面临着很多风险：它将增加支出，以便在2024年提高电动皮卡Cybertruck的产量。并且还要不断投资其超级计算机Dojo，开发<a href=\"https://laohu8.com/S/NVDA\">英伟达</a>芯片的替代品。</p><p>简单说，特斯拉要想继续涨，就需要创造更多利润。但是，目前其毛利率已经降到近四年新低，还继续面临价格战及多方面投资的压力。</p><p>此前，市场研究机构DataTrek Research联合创始人Nicholas Colas认为：<strong>特斯拉9000亿美元的市值中，只有约2000亿-3000亿美元的市值对应的是其电动汽车业务，其余6000亿-7000亿美元均为“全自动驾驶看涨期权”。</strong>也就是说，<strong>如果特斯拉不能实现真正全自动驾驶，其股价可能暴跌约70%。</strong></p><p>从期权成交上看，本周到期的活跃交易多、空各半，缺乏一致性认知。</p><p></p><p class=\"t-img-caption\"><img src=\"https://static.tigerbbs.com/7ddd2ffdb03faa9b767e98ec7dad6439\" title=\"\" tg-width=\"599\" tg-height=\"404\"/></p><p><strong>关于特斯拉的未来，需要关注三个关键问题：</strong></p><p>1． 特斯拉能否实现50%的增长目标？</p><p>2023年可能不会，2024年不确定，2025年可能会。特斯拉应该能在2023年实现180万辆的交付目标，但要在2024年实现50%的增长，就需要电动皮卡的大规模投产。此外，从2025年起，特斯拉将推出首款2.5万美元级别的面向大众的电动汽车，这将改变整个行业的游戏规则。</p><p>2． 特斯拉能否保持在竞争中的领先地位？</p><p>除了<a href=\"https://laohu8.com/S/002594\">比亚迪</a>，似乎还没有其它车厂能接近特斯拉的成本优势和垂直整合能力。所以，特斯拉不仅可以继续扩大份额，还可以在价格上击败竞争对手。如果特斯拉能保持住这种优势，它的股价就有可能继续走高。</p><p>3．特斯拉能否在未来12个月内实现全自动驾驶？</p><p>可能还需要好几年才能实现完全自动驾驶。这项技术是最有希望改变特斯拉财务状况的杀手锏。</p><p>总之，如果现在有人押注特斯拉的看跌期权，小编表示可以理解他的选择。</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>期权大单 | 特斯拉要跌70%？这个业务或是“续命神器”</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期权大单 | 特斯拉要跌70%？这个业务或是“续命神器”\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\">2023-07-26 14:36</p>\n</div>\n\n</a>\n\n\n</h4>\n\n</header>\n<article>\n<html><head></head><body><h3 id=\"id_880334941\">周二市场概览</h3><p>周二，道指连续第12个交易日上涨，创下2017年以来最长连续上涨纪录。中概股延续涨势，纳斯达克中国金龙指数收涨0.34%，<a href=\"https://laohu8.com/S/PDD\">拼多多</a>以逾5%的涨幅领涨成分股。</p><p>当日美股期权市场总成交量33,212,994张合约。其中，看涨期权占比56%，看跌期权占比44%。</p><h3 id=\"id_680536718\">期权成交观察</h3><p>期权成交排行榜，特斯拉超越AMC院线，排在总榜单的第三位。AMC院线昨日大跌超12%，成交额维持高位。</p><p></p><p class=\"t-img-caption\"><img src=\"https://static.tigerbbs.com/6f54b903687cb6a5e3500e4ee5983e63\" title=\"\" tg-width=\"435\" tg-height=\"834\"/></p><p>关于特斯拉，现在一边是万千宠爱，一边又是争议不断。在年涨幅超115%之后，特斯拉的股价走势似乎已经陷入胶着。<strong>瑞银（UBS）周一将<a href=\"https://laohu8.com/S/TSLA\">特斯拉</a>的评级下调至“中性”。瑞银认为，基于特斯拉近9000亿美元的估值和今年的强劲涨幅，很多好消息已经被提前消化了。</strong></p><p>目前，特斯拉面临着很多风险：它将增加支出，以便在2024年提高电动皮卡Cybertruck的产量。并且还要不断投资其超级计算机Dojo，开发<a href=\"https://laohu8.com/S/NVDA\">英伟达</a>芯片的替代品。</p><p>简单说，特斯拉要想继续涨，就需要创造更多利润。但是，目前其毛利率已经降到近四年新低，还继续面临价格战及多方面投资的压力。</p><p>此前，市场研究机构DataTrek Research联合创始人Nicholas Colas认为：<strong>特斯拉9000亿美元的市值中，只有约2000亿-3000亿美元的市值对应的是其电动汽车业务，其余6000亿-7000亿美元均为“全自动驾驶看涨期权”。</strong>也就是说，<strong>如果特斯拉不能实现真正全自动驾驶，其股价可能暴跌约70%。</strong></p><p>从期权成交上看，本周到期的活跃交易多、空各半，缺乏一致性认知。</p><p></p><p class=\"t-img-caption\"><img src=\"https://static.tigerbbs.com/7ddd2ffdb03faa9b767e98ec7dad6439\" title=\"\" tg-width=\"599\" tg-height=\"404\"/></p><p><strong>关于特斯拉的未来，需要关注三个关键问题：</strong></p><p>1． 特斯拉能否实现50%的增长目标？</p><p>2023年可能不会，2024年不确定，2025年可能会。特斯拉应该能在2023年实现180万辆的交付目标，但要在2024年实现50%的增长，就需要电动皮卡的大规模投产。此外，从2025年起，特斯拉将推出首款2.5万美元级别的面向大众的电动汽车，这将改变整个行业的游戏规则。</p><p>2． 特斯拉能否保持在竞争中的领先地位？</p><p>除了<a href=\"https://laohu8.com/S/002594\">比亚迪</a>，似乎还没有其它车厂能接近特斯拉的成本优势和垂直整合能力。所以，特斯拉不仅可以继续扩大份额，还可以在价格上击败竞争对手。如果特斯拉能保持住这种优势，它的股价就有可能继续走高。</p><p>3．特斯拉能否在未来12个月内实现全自动驾驶？</p><p>可能还需要好几年才能实现完全自动驾驶。这项技术是最有希望改变特斯拉财务状况的杀手锏。</p><p>总之，如果现在有人押注特斯拉的看跌期权，小编表示可以理解他的选择。</p></body></html>\n\n</article>\n</div>\n</body>\n</html>\n","type":0,"thumbnail":"https://static.tigerbbs.com/340d3c04436bbba1df239d6d4a7e3fd2","relate_stocks":{"TSLA":"特斯拉"},"source_url":"","is_english":false,"share_image_url":"https://static.laohu8.com/e9f99090a1c2ed51c021029395664489","article_id":"1197435124","content_text":"周二市场概览周二，道指连续第12个交易日上涨，创下2017年以来最长连续上涨纪录。中概股延续涨势，纳斯达克中国金龙指数收涨0.34%，拼多多以逾5%的涨幅领涨成分股。当日美股期权市场总成交量33,212,994张合约。其中，看涨期权占比56%，看跌期权占比44%。期权成交观察期权成交排行榜，特斯拉超越AMC院线，排在总榜单的第三位。AMC院线昨日大跌超12%，成交额维持高位。关于特斯拉，现在一边是万千宠爱，一边又是争议不断。在年涨幅超115%之后，特斯拉的股价走势似乎已经陷入胶着。瑞银（UBS）周一将特斯拉的评级下调至“中性”。瑞银认为，基于特斯拉近9000亿美元的估值和今年的强劲涨幅，很多好消息已经被提前消化了。目前，特斯拉面临着很多风险：它将增加支出，以便在2024年提高电动皮卡Cybertruck的产量。并且还要不断投资其超级计算机Dojo，开发英伟达芯片的替代品。简单说，特斯拉要想继续涨，就需要创造更多利润。但是，目前其毛利率已经降到近四年新低，还继续面临价格战及多方面投资的压力。此前，市场研究机构DataTrek Research联合创始人Nicholas Colas认为：特斯拉9000亿美元的市值中，只有约2000亿-3000亿美元的市值对应的是其电动汽车业务，其余6000亿-7000亿美元均为“全自动驾驶看涨期权”。也就是说，如果特斯拉不能实现真正全自动驾驶，其股价可能暴跌约70%。从期权成交上看，本周到期的活跃交易多、空各半，缺乏一致性认知。关于特斯拉的未来，需要关注三个关键问题：1． 特斯拉能否实现50%的增长目标？2023年可能不会，2024年不确定，2025年可能会。特斯拉应该能在2023年实现180万辆的交付目标，但要在2024年实现50%的增长，就需要电动皮卡的大规模投产。此外，从2025年起，特斯拉将推出首款2.5万美元级别的面向大众的电动汽车，这将改变整个行业的游戏规则。2． 特斯拉能否保持在竞争中的领先地位？除了比亚迪，似乎还没有其它车厂能接近特斯拉的成本优势和垂直整合能力。所以，特斯拉不仅可以继续扩大份额，还可以在价格上击败竞争对手。如果特斯拉能保持住这种优势，它的股价就有可能继续走高。3．特斯拉能否在未来12个月内实现全自动驾驶？可能还需要好几年才能实现完全自动驾驶。这项技术是最有希望改变特斯拉财务状况的杀手锏。总之，如果现在有人押注特斯拉的看跌期权，小编表示可以理解他的选择。","news_type":1},"isVote":1,"tweetType":1,"viewCount":521,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"CN","totalScore":0}],"hots":[{"id":202079562235952,"gmtCreate":1690356474421,"gmtModify":1690356667526,"author":{"id":"3557661772576952","authorId":"3557661772576952","name":"拉拉拉拉","avatar":"https://static.laohu8.com/default-avatar.jpg","crmLevel":2,"crmLevelSwitch":0,"followedFlag":false,"idStr":"3557661772576952","authorIdStr":"3557661772576952"},"themes":[],"htmlText":"脑子有水","listText":"脑子有水","text":"脑子有水","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":1,"commentSize":0,"repostSize":0,"link":"https://laohu8.com/post/202079562235952","repostId":"1197435124","repostType":2,"isVote":1,"tweetType":1,"viewCount":521,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"CN","totalScore":0}],"lives":[]}
