破蔚来没未来的个人主页 - 老虎社区

破蔚来没未来

破蔚来没未来

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破蔚来没未来

11-05

前几天才出清80%的

再次“超配”中国股市！高盛最新预测：A股、港股未来一年潜在回报率将达20%

破蔚来没未来

02-17

$20+年以上美国国债ETF-iShares(TLT)$

破蔚来没未来

02-11

$小米集团-W(01810)$

破蔚来没未来

01-19

订阅了

破蔚来没未来

2021-03-03

$蔚来(NIO)$破蔚来，没未来了，故事结束了

破蔚来没未来

2021-02-18

$NQ100指数主连(NQmain)$ 又跳水

破蔚来没未来

2021-02-18

$哔哩哔哩(BILI)$刚买就跳水，再跌补仓了

破蔚来没未来

2021-02-18

$Palantir Technologies Inc.(PLTR)$加到没子弹，别再跌了

破蔚来没未来

2021-02-17

宇宙第一交易所

抱歉，原内容已删除

破蔚来没未来

2021-02-17

$纳斯达克(.IXIC)$v起来

破蔚来没未来

2021-02-17

$NQ100指数主连(NQmain)$ 给我v起来

破蔚来没未来

2021-02-17

$Sundial Growers Inc.(SNDL)$把股民当提款机

破蔚来没未来

2021-02-17

$Palantir Technologies Inc.(PLTR)$[流泪] 抄在半山腰

破蔚来没未来

2021-02-17

$Palantir Technologies Inc.(PLTR)$跌够没

破蔚来没未来

2021-02-16

$纳斯达克(.IXIC)$一天要跳水几次。才开了1小时多

破蔚来没未来

2021-02-16

$容联云(RAAS)$到今天我都不清楚这公司干啥的

破蔚来没未来

2021-02-16

等你

字节跳动回应在美上市传闻：此消息不实

破蔚来没未来

2021-02-16

$Palantir Technologies Inc.(PLTR)$什么鬼，

破蔚来没未来

2021-02-16

$1.5倍做多波动率指数短期期货ETF-ProShares(UVXY)$不是逼空vix期货吗

破蔚来没未来

2021-02-12

$Synthetic Biologics Inc(SYN)$我还以为停牌就

去老虎APP查看更多动态

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18:09","market":"sh","language":"zh","title":"再次“超配”中国股市！高盛最新预测：A股、港股未来一年潜在回报率将达20%","url":"https://stock-news.laohu8.com/highlight/detail?id=2481102547","media":"sina","summary":"外资“唱多中国”的音量越来越强。","content":"<html><head></head><body><p>9月24日以来出台的一系列增量政策正不断助推中国资产的重估，在这一背景下，外资“唱多中国”的音量越来越强。在10月5日将中国股市上调至“超配”的一个月后，<a href=\"https://laohu8.com/S/GS\">高盛</a>再度发布研报“唱多”中国资产。</p><p>高盛研究部首席中国股票策略师刘劲津（Kinger Lau）及团队在落款日期为11月4日（周一）的研报中，维持了对中国A股和H股的“超配（Overweight）”评级，并预计未来12个月这两个市场的潜在回报率在20%左右。</p><p>刘劲津团队表示，从行业上看，他们更青睐消费导向型行业，而非制造业。</p><p>此外，高盛在日前发布的另一份资金流向研报中指出，在截至10月30日的四周内，A股市场获得243.85亿美元（约合人民币1700亿元）净流入。该机构指出，新兴市场基金在过去一个月一直在增加对中国和北亚市场的敞口，一旦美国大选结束，笼罩在市场上的不确定性解除，这种敞口可能会迅速增加。</p><p>在周一发布的研报中，刘劲津团队维持了对中国A股和H股的“超配（Overweight）”评级，并预计未来12个月这两个市场的潜在回报率在20%左右。</p><p>刘劲津团队认为，在宽松措施的推动下，第四季度中国宏观经济增长将进一步增强，这有利于（A股和H股上市公司）在今年剩余几个月中营收增长和盈利能力的恢复。从行业来看，中国互联网仍是盈利上调趋势的关键因素。近期，非银行金融公司在资本市场活动和股市表现复苏的背景下获得了强劲的评级上调。</p><p>“我们维持2024年（A股和H股上市公司）每股收益增长12%的预期，部分原因是2023年第四季度的基数较低，预计2025年每股收益将继续增长12%。目前，高盛对2025年盈利预测的风险是平衡的，下行风险可能集中在出口敏感行业，但上行风险可能存在于消费相关股票，这些股票可能会从日益关注需求侧刺激的政策中受益。”该团队补充道。</p><p>谈及投资策略，刘劲津团队表示，“我们最近将策略偏好从离岸股票转向了在岸股票，原因是后者将更直接地受到中国人民银行的支持措施、国内散户投资者参与度上升的影响，以及过去3个月A股较H股的表现仍落后3%。”</p><p>“从行业看，出于增长性和政策原因，我们更青睐消费导向型行业，而非制造业，因此我们对（A股和H股）互联网行业（消费科技）、服务业和餐饮业持‘超配’评级。从主题上看，我们主张杠铃策略（注：barbell strategy，指投资者购买短期和长期债券，但不购买中期债券）。”</p><p>另外，该团队在研报中提到，目前100多家A股公司已获得（或已申请）商业银行贷款，总额达1100亿元人民币，用于回购股票。高盛认为，这可能有助于延续A股和H股市场以创纪录速度进行的强劲回购趋势。</p><p>除了上述最新观点外，高盛近日发布的另一份全球资金流向报告还显示，在截至10月30日的四周内，全球资金合计净流入股票市场636.28亿美元。其中，美股获得372.28亿美元净流入，A股市场获得243.85亿美元（约合人民币1700亿元）净流入。同期，日股和印度股市分别净流出60.63亿美元和2.84亿美元。</p><p>近期“唱多”中国资产的外资机构显然不只有高盛一家。</p><p>多家外资机构公开表示，以一系列增量政策出台为标志，近期中国经济政策持续加力，有力提振了社会预期和信心。同时，中国扩大高水平开放的态度明确且坚定，中长期看，中国市场、中国资产对全球投资者吸引力有望增强。</p><p>在积极“落子”中国的同时，众多外资机构和投资人也正在重新审视A股市场的投资机会，加大对中国资产的配置。</p><p><a href=\"https://laohu8.com/S/MS\">摩根士丹利</a>亚洲首席经济学家陈艾亚认为，当前中国推出的一系列政策会给经济发展带来积极的影响，如稳定房地产价格、提振市场信心等。</p><p>《每日经济新闻》记者注意到，<a href=\"https://laohu8.com/S/HSBC\">汇丰</a>中国获批证券投资基金托管资格、华泰保兴基金“变身”外资系公募……这都是外资积极布局中国资产的积极变化。联博基金认为，从近期资金大量流入中国股票型基金等可看出端倪，全球资金的挪移或已开始。</p><p>业内人士预计，未来一系列开放政策将转化为更强的吸引力，外资机构对中国资产的配置热情有望持续提升。</p><p>中国人民银行副行长、国家外汇管理局局长朱鹤新在10月中旬举行的2024金融街论坛年会上明确表示，将研究制定外商直接投资（FDI）外汇便利化中期改革方案，着力提升外商直接投资汇兑便利，优化外汇登记、账户、资金使用等管理要求，简化业务流程，缩减管理链条，为外资企业在华展业兴业营造良好环境。</p></body></html>","source":"sina","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>再次“超配”中国股市！高盛最新预测：A股、港股未来一年潜在回报率将达20%</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再次“超配”中国股市！高盛最新预测：A股、港股未来一年潜在回报率将达20%\n</h2>\n\n<h4 class=\"meta\">\n\n\n2024-11-05 18:09 北京时间&nbsp;&nbsp;&nbsp;<a href=https://finance.sina.com.cn/roll/2024-11-05/doc-incuyzvi9595586.shtml><strong>sina</strong></a>\n\n\n</h4>\n\n</header>\n<article>\n<div>\n<p>9月24日以来出台的一系列增量政策正不断助推中国资产的重估，在这一背景下，外资“唱多中国”的音量越来越强。在10月5日将中国股市上调至“超配”的一个月后，高盛再度发布研报“唱多”中国资产。高盛研究部首席中国股票策略师刘劲津（Kinger Lau）及团队在落款日期为11月4日（周一）的研报中，维持了对中国A股和H股的“超配（Overweight）”评级，并预计未来12个月这两个市场的潜在回报率在...</p>\n\n<a href=\"https://finance.sina.com.cn/roll/2024-11-05/doc-incuyzvi9595586.shtml\">Web Link</a>\n\n</div>\n\n\n</article>\n</div>\n</body>\n</html>\n","type":0,"thumbnail":"https://static.tigerbbs.com/63dbbae84820ebcf51be5f5ff9419a13","relate_stocks":{"KWEB":"中国海外互联网ETF-KraneShares","YINN":"三倍做多富时中国ETF-Direxion","YANG":"三倍做空富时中国ETF-Direxion"},"source_url":"https://finance.sina.com.cn/roll/2024-11-05/doc-incuyzvi9595586.shtml","is_english":false,"share_image_url":"https://static.laohu8.com/b0d1b7e8843deea78cc308b15114de44","article_id":"2481102547","content_text":"9月24日以来出台的一系列增量政策正不断助推中国资产的重估，在这一背景下，外资“唱多中国”的音量越来越强。在10月5日将中国股市上调至“超配”的一个月后，高盛再度发布研报“唱多”中国资产。高盛研究部首席中国股票策略师刘劲津（Kinger Lau）及团队在落款日期为11月4日（周一）的研报中，维持了对中国A股和H股的“超配（Overweight）”评级，并预计未来12个月这两个市场的潜在回报率在20%左右。刘劲津团队表示，从行业上看，他们更青睐消费导向型行业，而非制造业。此外，高盛在日前发布的另一份资金流向研报中指出，在截至10月30日的四周内，A股市场获得243.85亿美元（约合人民币1700亿元）净流入。该机构指出，新兴市场基金在过去一个月一直在增加对中国和北亚市场的敞口，一旦美国大选结束，笼罩在市场上的不确定性解除，这种敞口可能会迅速增加。在周一发布的研报中，刘劲津团队维持了对中国A股和H股的“超配（Overweight）”评级，并预计未来12个月这两个市场的潜在回报率在20%左右。刘劲津团队认为，在宽松措施的推动下，第四季度中国宏观经济增长将进一步增强，这有利于（A股和H股上市公司）在今年剩余几个月中营收增长和盈利能力的恢复。从行业来看，中国互联网仍是盈利上调趋势的关键因素。近期，非银行金融公司在资本市场活动和股市表现复苏的背景下获得了强劲的评级上调。“我们维持2024年（A股和H股上市公司）每股收益增长12%的预期，部分原因是2023年第四季度的基数较低，预计2025年每股收益将继续增长12%。目前，高盛对2025年盈利预测的风险是平衡的，下行风险可能集中在出口敏感行业，但上行风险可能存在于消费相关股票，这些股票可能会从日益关注需求侧刺激的政策中受益。”该团队补充道。谈及投资策略，刘劲津团队表示，“我们最近将策略偏好从离岸股票转向了在岸股票，原因是后者将更直接地受到中国人民银行的支持措施、国内散户投资者参与度上升的影响，以及过去3个月A股较H股的表现仍落后3%。”“从行业看，出于增长性和政策原因，我们更青睐消费导向型行业，而非制造业，因此我们对（A股和H股）互联网行业（消费科技）、服务业和餐饮业持‘超配’评级。从主题上看，我们主张杠铃策略（注：barbell strategy，指投资者购买短期和长期债券，但不购买中期债券）。”另外，该团队在研报中提到，目前100多家A股公司已获得（或已申请）商业银行贷款，总额达1100亿元人民币，用于回购股票。高盛认为，这可能有助于延续A股和H股市场以创纪录速度进行的强劲回购趋势。除了上述最新观点外，高盛近日发布的另一份全球资金流向报告还显示，在截至10月30日的四周内，全球资金合计净流入股票市场636.28亿美元。其中，美股获得372.28亿美元净流入，A股市场获得243.85亿美元（约合人民币1700亿元）净流入。同期，日股和印度股市分别净流出60.63亿美元和2.84亿美元。近期“唱多”中国资产的外资机构显然不只有高盛一家。多家外资机构公开表示，以一系列增量政策出台为标志，近期中国经济政策持续加力，有力提振了社会预期和信心。同时，中国扩大高水平开放的态度明确且坚定，中长期看，中国市场、中国资产对全球投资者吸引力有望增强。在积极“落子”中国的同时，众多外资机构和投资人也正在重新审视A股市场的投资机会，加大对中国资产的配置。摩根士丹利亚洲首席经济学家陈艾亚认为，当前中国推出的一系列政策会给经济发展带来积极的影响，如稳定房地产价格、提振市场信心等。《每日经济新闻》记者注意到，汇丰中国获批证券投资基金托管资格、华泰保兴基金“变身”外资系公募……这都是外资积极布局中国资产的积极变化。联博基金认为，从近期资金大量流入中国股票型基金等可看出端倪，全球资金的挪移或已开始。业内人士预计，未来一系列开放政策将转化为更强的吸引力，外资机构对中国资产的配置热情有望持续提升。中国人民银行副行长、国家外汇管理局局长朱鹤新在10月中旬举行的2024金融街论坛年会上明确表示，将研究制定外商直接投资（FDI）外汇便利化中期改革方案，着力提升外商直接投资汇兑便利，优化外汇登记、账户、资金使用等管理要求，简化业务流程，缩减管理链条，为外资企业在华展业兴业营造良好环境。","news_type":1},"isVote":1,"tweetType":1,"viewCount":47,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"CN","totalScore":0},{"id":274850460958832,"gmtCreate":1708153922487,"gmtModify":1708153924846,"author":{"id":"3564110161385806","authorId":"3564110161385806","name":"破蔚来没未来","avatar":"https://static.tigerbbs.com/7ee5b157d4c505ac119dae72f12a2b05","crmLevel":6,"crmLevelSwitch":1,"followedFlag":false,"idStr":"3564110161385806","authorIdStr":"3564110161385806"},"themes":[],"htmlText":"<a 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TikTok（抖音海外版），但抖音贡献了字节跳动2/3的广告收入。抖音于2016年上线，如今下载量已超过10亿次。</p><p>相比之下，拥有6.89亿日活跃用户的TikTok，在2020年为字节跳动贡献了10亿美元的营收。2020年，字节跳动营收约为370亿美元。</p><p>另一位知情人士称，抖音IPO对字节跳动来说是一个合乎逻辑的选择，因为这款App在营收源和利润方面更加成熟。字节跳动创始人兼CEO张一鸣也愿意等待最好的结果，而不希望TikTok以较低的估值过早上市。这位知情人士曾与张一鸣共事。</p><p>事实上，字节跳动一直在考虑剥离业务的不同选项。字节跳动成立于2012年，是中国最具价值的科技“独角兽”之一，估值接近1800亿美元，投资者包括一些全球最大的风险投资基金，如老虎环球、KKR、软银的愿景基金和红杉资本中国等。</p><p>当前，中国企业正争相吸引投资者的兴趣。有数据显示，去年多达30家中国注册公司，通过赴美IPO筹集了117亿美元资金，这是自2014年阿里巴巴IPO以来的最高纪录。</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\" 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>字节跳动回应在美上市传闻：此消息不实</title>\n<style 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23:07</p>\n</div>\n\n</a>\n\n\n</h4>\n\n</header>\n<article>\n<p>2月16日晚，<b>有媒体援引消息人士称字节跳动正就抖音在纽约上市进行初步商谈。对此，字节跳动回复称：此消息不实。</b></p><p>知情人士称，抖音赴美上市相关讨论仍处于早期阶段，但字节跳动的投资者对该计划持支持态度。知情人士称：“字节跳动投资者的普遍反应是‘为什么不呢？’”</p><p>毫无疑问，香港会为抖音上市而疯狂，这一点可以从快手上市中略窥一斑。但同样，抖音在美国上市也会很火爆，中国科技股近期的股价飙升就是最好的证明。</p><p>分析人士称，抖音在美国上市，与在香港上市并不相互排斥，因为字节跳动可以效仿<a href=\"https://laohu8.com/S/BABA\">阿里巴巴</a>、<a href=\"https://laohu8.com/S/JD\">京东</a>和<a href=\"https://laohu8.com/S/NTES\">网易</a>等其他科技公司，在香港进行二次上市。如果抖音成功在美国上市，则将成为首家在美国IPO（首次公开招股）的中国社交媒体网络。</p><p>去年10月曾有报道称，字节跳动计划让抖音在香港上市。11月又有报道称，字节跳动计划将抖音与其新闻聚合应用“今日头条”和视频平台“西瓜视频”打包，在香港上市。</p><p>有数据显示，截至2020年8月，抖音的日活跃用户约为6亿。虽然用户数量略低于姊妹版App TikTok（抖音海外版），但抖音贡献了字节跳动2/3的广告收入。抖音于2016年上线，如今下载量已超过10亿次。</p><p>相比之下，拥有6.89亿日活跃用户的TikTok，在2020年为字节跳动贡献了10亿美元的营收。2020年，字节跳动营收约为370亿美元。</p><p>另一位知情人士称，抖音IPO对字节跳动来说是一个合乎逻辑的选择，因为这款App在营收源和利润方面更加成熟。字节跳动创始人兼CEO张一鸣也愿意等待最好的结果，而不希望TikTok以较低的估值过早上市。这位知情人士曾与张一鸣共事。</p><p>事实上，字节跳动一直在考虑剥离业务的不同选项。字节跳动成立于2012年，是中国最具价值的科技“独角兽”之一，估值接近1800亿美元，投资者包括一些全球最大的风险投资基金，如老虎环球、KKR、软银的愿景基金和红杉资本中国等。</p><p>当前，中国企业正争相吸引投资者的兴趣。有数据显示，去年多达30家中国注册公司，通过赴美IPO筹集了117亿美元资金，这是自2014年阿里巴巴IPO以来的最高纪录。</p>\n\n</article>\n</div>\n</body>\n</html>\n","type":0,"thumbnail":"https://static.tigerbbs.com/1bf636ec8cc0b56a010568ee2f383262","relate_stocks":{},"is_english":false,"share_image_url":"https://static.laohu8.com/e9f99090a1c2ed51c021029395664489","article_id":"1135826374","content_text":"2月16日晚，有媒体援引消息人士称字节跳动正就抖音在纽约上市进行初步商谈。对此，字节跳动回复称：此消息不实。知情人士称，抖音赴美上市相关讨论仍处于早期阶段，但字节跳动的投资者对该计划持支持态度。知情人士称：“字节跳动投资者的普遍反应是‘为什么不呢？’”毫无疑问，香港会为抖音上市而疯狂，这一点可以从快手上市中略窥一斑。但同样，抖音在美国上市也会很火爆，中国科技股近期的股价飙升就是最好的证明。分析人士称，抖音在美国上市，与在香港上市并不相互排斥，因为字节跳动可以效仿阿里巴巴、京东和网易等其他科技公司，在香港进行二次上市。如果抖音成功在美国上市，则将成为首家在美国IPO（首次公开招股）的中国社交媒体网络。去年10月曾有报道称，字节跳动计划让抖音在香港上市。11月又有报道称，字节跳动计划将抖音与其新闻聚合应用“今日头条”和视频平台“西瓜视频”打包，在香港上市。有数据显示，截至2020年8月，抖音的日活跃用户约为6亿。虽然用户数量略低于姊妹版App 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href=\"https://laohu8.com/S/NIO\">蔚来</a>汽车目标价应为25美元。</b></p><p>香橼资本表示，两年前，本机构在蔚来汽车股价还在7美元水平的时候推荐买入该股，那时候我们为CEO李斌独特的个人魅力所吸引。经过这两年的坎坷之路，蔚来现在已在一个未知领域中，无论从目前在中国电动汽车市场的地位还是短期前景来看，这都无法证明目前股价的合理性。</p><p><img src=\"https://static.tigerbbs.com/834f89ea21c5803976091bcef371c2b7\" tg-width=\"1125\" tg-height=\"1830\"></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\" 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>大空头香橼突然发声：蔚来目标价应为25美元</title>\n<style 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href=\"https://laohu8.com/S/LI\">理想汽车</a>涨13%，此前一度涨近30%，<a href=\"https://laohu8.com/S/XPEV\">小鹏汽车</a>、<a href=\"https://laohu8.com/S/NIO\">蔚来</a>现涨逾4%。</p><p><img src=\"https://static.tigerbbs.com/2b1ce3bd37648fd9ecd2fad8365b1a4e\" tg-width=\"840\" tg-height=\"470\"></p><p><img src=\"https://static.tigerbbs.com/240eef3cfd83701c7d35689a35a47f86\" tg-width=\"840\" tg-height=\"470\"></p><p>此前，<b>做空机构香橼资本发表推文，称<a href=\"https://laohu8.com/S/NIO\">蔚来</a>汽车目标价应为25美元。</b></p><p>香橼资本表示，两年前，本机构在蔚来汽车股价还在7美元水平的时候推荐买入该股，那时候我们为CEO李斌独特的个人魅力所吸引。经过这两年的坎坷之路，蔚来现在已在一个未知领域中，无论从目前在中国电动汽车市场的地位还是短期前景来看，这都无法证明目前股价的合理性。</p><p><img src=\"https://static.tigerbbs.com/834f89ea21c5803976091bcef371c2b7\" tg-width=\"1125\" 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