燕子_7569的个人主页 - 老虎社区

燕子_7569

燕子_7569

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IP属地：上海

11关注

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2主题

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2022-11-08

扯瞎

抱歉，原内容已删除

2022-06-23

胡说八道，你怎么不说别人炒股财富自由了时候可以增加消费，促进了流通呢？消费也是三驾马车之一啊！

抱歉，原内容已删除

2022-06-23

扯淡！

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2022-04-01

蔚来分心了

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2022-04-01

完了完了，蔚来分心了

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2022-02-09

看呗

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2021-11-24

还不如做rivn

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2021-11-24

只能说两个字：哈哈！

视频丨李斌称创办蔚来之前不知道特斯拉

2021-11-24

说说你对这篇新闻的看法...

视频丨李斌称创办蔚来之前不知道特斯拉

2021-11-22

说说你对这篇新闻的看法...

抱歉，原内容已删除

2021-08-15

此文标题不严谨，遇到这种情况，更应该客观报道，虽然标题对自动驾驶打了引号，但仍有误导作用。看来小编要加强职业操守！

抱歉，原内容已删除

2021-08-15

首先为死者哀悼。其次想问的是，开启自动驾驶辅助功能了还追尾了？？车子前面还撞成这样，那速度是多少？别傻了，这只会哄那些不懂的人。电脑比人闹更守规矩，自动辅助一开启，车辆会谨遵当时的路段限速行驶，而且肯定遇到前车会刹车，一般都会刹死，不会追尾。就怕驾驶员心理素质不好帮着一脚踩上去，帮了倒忙。如果踩到油门，那可想而知，如果踩了刹车，自动驾驶辅助功能会取消退出，所以，我是不相信是此功能造成的车祸，应该还是驾驶员自己操作问题。

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Link</a>\n\n</div>\n\n\n</article>\n</div>\n</body>\n</html>\n","type":0,"thumbnail":"https://static.tigerbbs.com/608c0ca7f544a93854339353ff5e9ae1","relate_stocks":{"BK4527":"明星科技股","BK4505":"高瓴资本持仓","BK4534":"瑞士信贷持仓","BK4555":"新能源车","BK4533":"AQR资本管理(全球第二大对冲基金)","BK4550":"红杉资本持仓","TSLA":"特斯拉","BITA":"易车","BK4526":"热门中概股","BK4548":"巴美列捷福持仓","BK4504":"桥水持仓","BK4509":"腾讯概念","BK4099":"汽车制造商","BK4532":"文艺复兴科技持仓","BK4531":"中概回港概念","BK4551":"寇图资本持仓","NIO":"蔚来"},"source_url":"https://finance.sina.com.cn/chanjing/dygc/2021-11-24/doc-iktzqtyu9318018.shtml","is_english":false,"share_image_url":"https://static.laohu8.com/b0d1b7e8843deea78cc308b15114de44","article_id":"2185535473","content_text":"海量资讯、精准解读，尽在新浪财经APP\n\n责任编辑：仇泽程","news_type":1},"isVote":1,"tweetType":1,"viewCount":1190,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"CN","totalScore":0},{"id":874874686,"gmtCreate":1637763894734,"gmtModify":1637763984351,"author":{"id":"3570535252525656","authorId":"3570535252525656","name":"燕子_7569","avatar":"https://static.tigerbbs.com/25e3325e8a174a57c7dead50981bf534","crmLevel":1,"crmLevelSwitch":0,"followedFlag":false},"themes":[],"htmlText":"说说你对这篇新闻的看法...","listText":"说说你对这篇新闻的看法...","text":"说说你对这篇新闻的看法...","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":0,"commentSize":0,"repostSize":0,"link":"https://laohu8.com/post/874874686","repostId":"2185535473","repostType":2,"repost":{"id":"2185535473","pubTimestamp":1637759220,"share":"https://www.laohu8.com/m/news/2185535473?lang=&edition=full","pubTime":"2021-11-24 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Link</a>\n\n</div>\n\n\n</article>\n</div>\n</body>\n</html>\n","type":0,"thumbnail":"https://static.tigerbbs.com/608c0ca7f544a93854339353ff5e9ae1","relate_stocks":{"BK4527":"明星科技股","BK4505":"高瓴资本持仓","BK4534":"瑞士信贷持仓","BK4555":"新能源车","BK4533":"AQR资本管理(全球第二大对冲基金)","BK4550":"红杉资本持仓","TSLA":"特斯拉","BITA":"易车","BK4526":"热门中概股","BK4548":"巴美列捷福持仓","BK4504":"桥水持仓","BK4509":"腾讯概念","BK4099":"汽车制造商","BK4532":"文艺复兴科技持仓","BK4531":"中概回港概念","BK4551":"寇图资本持仓","NIO":"蔚来"},"source_url":"https://finance.sina.com.cn/chanjing/dygc/2021-11-24/doc-iktzqtyu9318018.shtml","is_english":false,"share_image_url":"https://static.laohu8.com/b0d1b7e8843deea78cc308b15114de44","article_id":"2185535473","content_text":"海量资讯、精准解读，尽在新浪财经APP\n\n责任编辑：仇泽程","news_type":1},"isVote":1,"tweetType":1,"viewCount":1024,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"CN","totalScore":0},{"id":875062300,"gmtCreate":1637589727407,"gmtModify":1637590708409,"author":{"id":"3570535252525656","authorId":"3570535252525656","name":"燕子_7569","avatar":"https://static.tigerbbs.com/25e3325e8a174a57c7dead50981bf534","crmLevel":1,"crmLevelSwitch":0,"followedFlag":false},"themes":[],"htmlText":"说说你对这篇新闻的看法...","listText":"说说你对这篇新闻的看法...","text":"说说你对这篇新闻的看法...","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":0,"commentSize":0,"repostSize":0,"link":"https://laohu8.com/post/875062300","repostId":"2185825613","repostType":2,"isVote":1,"tweetType":1,"viewCount":791,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"CN","totalScore":0},{"id":830934062,"gmtCreate":1628999160056,"gmtModify":1629005544902,"author":{"id":"3570535252525656","authorId":"3570535252525656","name":"燕子_7569","avatar":"https://static.tigerbbs.com/25e3325e8a174a57c7dead50981bf534","crmLevel":1,"crmLevelSwitch":0,"followedFlag":false},"themes":[],"htmlText":"此文标题不严谨，遇到这种情况，更应该客观报道，虽然标题对自动驾驶打了引号，但仍有误导作用。看来小编要加强职业操守！","listText":"此文标题不严谨，遇到这种情况，更应该客观报道，虽然标题对自动驾驶打了引号，但仍有误导作用。看来小编要加强职业操守！","text":"此文标题不严谨，遇到这种情况，更应该客观报道，虽然标题对自动驾驶打了引号，但仍有误导作用。看来小编要加强职业操守！","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":3,"commentSize":0,"repostSize":0,"link":"https://laohu8.com/post/830934062","repostId":"2159521292","repostType":4,"isVote":1,"tweetType":1,"viewCount":769,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"CN","totalScore":0},{"id":830938833,"gmtCreate":1628998930522,"gmtModify":1629005544901,"author":{"id":"3570535252525656","authorId":"3570535252525656","name":"燕子_7569","avatar":"https://static.tigerbbs.com/25e3325e8a174a57c7dead50981bf534","crmLevel":1,"crmLevelSwitch":0,"followedFlag":false},"themes":[],"htmlText":"首先为死者哀悼。其次想问的是，开启自动驾驶辅助功能了还追尾了？？车子前面还撞成这样，那速度是多少？别傻了，这只会哄那些不懂的人。电脑比人闹更守规矩，自动辅助一开启，车辆会谨遵当时的路段限速行驶，而且肯定遇到前车会刹车，一般都会刹死，不会追尾。就怕驾驶员心理素质不好帮着一脚踩上去，帮了倒忙。如果踩到油门，那可想而知，如果踩了刹车，自动驾驶辅助功能会取消退出，所以，我是不相信是此功能造成的车祸，应该还是驾驶员自己操作问题。","listText":"首先为死者哀悼。其次想问的是，开启自动驾驶辅助功能了还追尾了？？车子前面还撞成这样，那速度是多少？别傻了，这只会哄那些不懂的人。电脑比人闹更守规矩，自动辅助一开启，车辆会谨遵当时的路段限速行驶，而且肯定遇到前车会刹车，一般都会刹死，不会追尾。就怕驾驶员心理素质不好帮着一脚踩上去，帮了倒忙。如果踩到油门，那可想而知，如果踩了刹车，自动驾驶辅助功能会取消退出，所以，我是不相信是此功能造成的车祸，应该还是驾驶员自己操作问题。","text":"首先为死者哀悼。其次想问的是，开启自动驾驶辅助功能了还追尾了？？车子前面还撞成这样，那速度是多少？别傻了，这只会哄那些不懂的人。电脑比人闹更守规矩，自动辅助一开启，车辆会谨遵当时的路段限速行驶，而且肯定遇到前车会刹车，一般都会刹死，不会追尾。就怕驾驶员心理素质不好帮着一脚踩上去，帮了倒忙。如果踩到油门，那可想而知，如果踩了刹车，自动驾驶辅助功能会取消退出，所以，我是不相信是此功能造成的车祸，应该还是驾驶员自己操作问题。","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":0,"commentSize":9,"repostSize":0,"link":"https://laohu8.com/post/830938833","repostId":"2159521292","repostType":4,"isVote":1,"tweetType":1,"viewCount":708,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"CN","totalScore":0}],"hots":[{"id":830938833,"gmtCreate":1628998930522,"gmtModify":1629005544901,"author":{"id":"3570535252525656","authorId":"3570535252525656","name":"燕子_7569","avatar":"https://static.tigerbbs.com/25e3325e8a174a57c7dead50981bf534","crmLevel":1,"crmLevelSwitch":0,"followedFlag":false},"themes":[],"htmlText":"首先为死者哀悼。其次想问的是，开启自动驾驶辅助功能了还追尾了？？车子前面还撞成这样，那速度是多少？别傻了，这只会哄那些不懂的人。电脑比人闹更守规矩，自动辅助一开启，车辆会谨遵当时的路段限速行驶，而且肯定遇到前车会刹车，一般都会刹死，不会追尾。就怕驾驶员心理素质不好帮着一脚踩上去，帮了倒忙。如果踩到油门，那可想而知，如果踩了刹车，自动驾驶辅助功能会取消退出，所以，我是不相信是此功能造成的车祸，应该还是驾驶员自己操作问题。","listText":"首先为死者哀悼。其次想问的是，开启自动驾驶辅助功能了还追尾了？？车子前面还撞成这样，那速度是多少？别傻了，这只会哄那些不懂的人。电脑比人闹更守规矩，自动辅助一开启，车辆会谨遵当时的路段限速行驶，而且肯定遇到前车会刹车，一般都会刹死，不会追尾。就怕驾驶员心理素质不好帮着一脚踩上去，帮了倒忙。如果踩到油门，那可想而知，如果踩了刹车，自动驾驶辅助功能会取消退出，所以，我是不相信是此功能造成的车祸，应该还是驾驶员自己操作问题。","text":"首先为死者哀悼。其次想问的是，开启自动驾驶辅助功能了还追尾了？？车子前面还撞成这样，那速度是多少？别傻了，这只会哄那些不懂的人。电脑比人闹更守规矩，自动辅助一开启，车辆会谨遵当时的路段限速行驶，而且肯定遇到前车会刹车，一般都会刹死，不会追尾。就怕驾驶员心理素质不好帮着一脚踩上去，帮了倒忙。如果踩到油门，那可想而知，如果踩了刹车，自动驾驶辅助功能会取消退出，所以，我是不相信是此功能造成的车祸，应该还是驾驶员自己操作问题。","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":0,"commentSize":9,"repostSize":0,"link":"https://laohu8.com/post/830938833","repostId":"2159521292","repostType":4,"isVote":1,"tweetType":1,"viewCount":708,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"CN","totalScore":0},{"id":6839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22:34","market":"us","language":"zh","title":"美联储为何不敢救美股？","url":"https://stock-news.laohu8.com/highlight/detail?id=1122450899","media":"见闻VIP会员","summary":"股市下跌的确推动了劳动力返回劳动力市场。","content":"<html><head></head><body><p>长期以来美股的持续、较快上涨，令美国劳动参与率持续降低，降幅较为明显。显示出包括股票投资、养老金在内的资产增值，令越来越多的美国劳动力离开劳动力市场，或财务自由，或压力减轻提前退休。</p><p>目前美股暴跌，虽令美股居民资产缩水，但也有好处——&#34;帮助&#34;劳动力加速返回劳动力市场。这有助于扭转劳动力离开劳动力市场的趋势，帮助改善劳动力供给短缺；而如果维护美股，则可能加剧劳动力供给短缺。这可能也是美联储不敢救美股的原因之一。</p><p><b>美股一直涨也是有副作用的？</b></p><p>在6月份美国CPI数据创40年新高，加息预期升温后，美股再度大幅跳水，截至6月17日，标普500、道指、纳指年内跌幅分别达到22.90%、17.75%和30.98%。</p><p>纳斯达克自本轮高点最大回撤幅度达到35%，已经超过了2020年新冠疫情时期的最大回撤。而且，与彼时不同，美联储已不可能再&#34;大放水&#34;救市了，美股的下行周期似乎仍未结束。</p><p>见闻VIP此前提到，由于美国家庭资产与养老金深度&#34;绑定&#34;，美股暴跌令美国家庭财富缩水。根据美联储数据显示，一季度房地产等资产价格上涨，但公司股票带来的权益类资产缩水较为严重。</p><p class=\"t-img-caption\"><img src=\"https://static.tigerbbs.com/ea2128b9ff440a2cd6f75fe3cba8f8f2\" tg-width=\"1089\" tg-height=\"521\" referrerpolicy=\"no-referrer\"/><span>图：美国家庭和非盈利组织净资产变化（来源：美联储）</span></p><p>考虑到2季度美股跌的比1季度更凶，2季度该项缩水还会继续加大。</p><p>此前市场一直认为由于美股与养老金深度绑定，美联储有&#34;看跌期权&#34;，不会放任美股下跌。但随着通胀上升、劳动力市场紧俏，美股上涨的副作用已经显现，美联储放弃&#34;看跌期权&#34;也另有深意。</p><p><b>美股涨太多，都没人愿意干活了？</b></p><p>根据美联储数据显示，美国富人的资产中比例最大的部分为公司股票、共同基金，而中产财富主要集中于股票、基金和养老金当中。</p><p><img src=\"https://static.tigerbbs.com/7c6fff708501e31bfde5fcbf666ef1ed\" tg-width=\"1098\" tg-height=\"511\" referrerpolicy=\"no-referrer\"/></p><p>而美国的养老金与美股&#34;深度绑定&#34;，养老金中超过60%的比例配置在权益市场。</p><p>美股的长牛吸引了更大比例的养老金入市，为养老金带来了丰厚的回报。但问题也随之而来，当养老金赚的&#34;太多了&#34;，这可能让更多人，尤其是中产阶级摸到了&#34;财务自由&#34;门槛、或者说&#34;养老无忧&#34;。</p><p>而这也会降低居民参与劳动的意愿。从美国的劳动参与率和股市的走势来看，20多年来，在&#34;科技互联网&#34;高速发展的红利之下，美股涨幅巨大，尤其以纳斯达克为首，20年间最大涨幅超过十倍。股票投资、养老金快速增值带来的巨大财富增值效应也令美国的劳动参与率显著下滑。从2000年的67%降至目前的62%附近。</p><p><img src=\"https://static.tigerbbs.com/b7ae51f632b488b5e3ae2fefd15f0b22\" tg-width=\"1107\" tg-height=\"755\" referrerpolicy=\"no-referrer\"/></p><p>需要注意的是，劳动参与率统计的是愿意参与劳动的人口（包括就业和在找工作的失业人数）相对适龄劳动人口（16-64岁人口）的比例。该数值主要反应适龄劳动力的工作意愿，受人口结构变化、尤其是人口老龄化的影响并不显著。</p><p>可以看出，<b>由于财富增值效应显著，近20年来，尤其是08年金融危机后，全球&#34;大放水&#34;导致美股加速上涨，劳动参与率也快速下滑，意味着这一轮财富增值令更多的人选择不工作或提前退休。</b></p><p>这就加剧了近期美国劳动力市场紧俏的局面，加速了美国薪资的增长，为通胀进一步上升&#34;添砖加瓦&#34;。</p><p>另外，从长期数据来看，这种趋势除了降低了美国居民的劳动意愿，也扭曲了经济数据的参考意义。美国的经济增速从2000年前的5%左右，降至疫情前2%左右水平，但失业率低点却更低了。</p><p><img src=\"https://static.tigerbbs.com/5a8b6cf636e99116ca7a0ff2f039e030\" tg-width=\"1109\" tg-height=\"756\" referrerpolicy=\"no-referrer\"/></p><p>在由供需不平衡引发的通胀上行时期，这种变化就令劳动力市场的供求关系更加紧俏，从而更易于涨薪，进而形成&#34;薪资-物价&#34;螺旋式上升循环。</p><p><b>给美股降温，也是在</b>&#34;<b>帮助</b>&#34;<b>劳动力加速返岗</b></p><p>由于美股过去20年的财富效应令越来越多的人选择不工作，在当前大通胀、劳动力供给短缺的背景下，美联储如果在行使「看跌期权」保卫美国居民养老金利益，可能会反而加剧劳动力远离劳动力市场的趋势。</p><p>从美国的劳动参与率与非劳动者比例（1-劳动参与率）来看，除了新冠疫情的特殊影响外，2018年及2022年的美股下跌，都造成了二者阶段性走阔——劳动人口增加、非劳动人口减少。</p><p><img src=\"https://static.tigerbbs.com/5be719aaba590412cc9c8f6b0b1b4071\" tg-width=\"1110\" tg-height=\"752\" referrerpolicy=\"no-referrer\"/></p><p>这很可能说明，股市下跌的确推动了劳动力返回劳动力市场。</p><p><b>因此，本轮美联储不仅不敢让美股走强，甚至还需要借助美股下跌的力量来&#34;帮助&#34;劳动力加速返岗，以改善劳动力供给不足的困境。</b></p></body></html>","source":"lsy1646046088746","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>美联储为何不敢救美股？</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美联储为何不敢救美股？\n</h2>\n\n<h4 class=\"meta\">\n\n\n2022-06-22 22:34 北京时间&nbsp;&nbsp;&nbsp;<a href=https://mp.weixin.qq.com/s/urRTjpdQp6P3QNKued-zAg><strong>见闻VIP会员</strong></a>\n\n\n</h4>\n\n</header>\n<article>\n<div>\n<p>长期以来美股的持续、较快上涨，令美国劳动参与率持续降低，降幅较为明显。显示出包括股票投资、养老金在内的资产增值，令越来越多的美国劳动力离开劳动力市场，或财务自由，或压力减轻提前退休。目前美股暴跌，虽令美股居民资产缩水，但也有好处——\"帮助\"劳动力加速返回劳动力市场。这有助于扭转劳动力离开劳动力市场的趋势，帮助改善劳动力供给短缺；而如果维护美股，则可能加剧劳动力供给短缺。这可能也是美联储不敢救美股的...</p>\n\n<a href=\"https://mp.weixin.qq.com/s/urRTjpdQp6P3QNKued-zAg\">Web Link</a>\n\n</div>\n\n\n</article>\n</div>\n</body>\n</html>\n","type":0,"thumbnail":"https://static.tigerbbs.com/5c7529fdbb41cb6b3c19bcb2904f4970","relate_stocks":{".DJI":"道琼斯"},"source_url":"https://mp.weixin.qq.com/s/urRTjpdQp6P3QNKued-zAg","is_english":false,"share_image_url":"https://static.laohu8.com/e9f99090a1c2ed51c021029395664489","article_id":"1122450899","content_text":"长期以来美股的持续、较快上涨，令美国劳动参与率持续降低，降幅较为明显。显示出包括股票投资、养老金在内的资产增值，令越来越多的美国劳动力离开劳动力市场，或财务自由，或压力减轻提前退休。目前美股暴跌，虽令美股居民资产缩水，但也有好处——\"帮助\"劳动力加速返回劳动力市场。这有助于扭转劳动力离开劳动力市场的趋势，帮助改善劳动力供给短缺；而如果维护美股，则可能加剧劳动力供给短缺。这可能也是美联储不敢救美股的原因之一。美股一直涨也是有副作用的？在6月份美国CPI数据创40年新高，加息预期升温后，美股再度大幅跳水，截至6月17日，标普500、道指、纳指年内跌幅分别达到22.90%、17.75%和30.98%。纳斯达克自本轮高点最大回撤幅度达到35%，已经超过了2020年新冠疫情时期的最大回撤。而且，与彼时不同，美联储已不可能再\"大放水\"救市了，美股的下行周期似乎仍未结束。见闻VIP此前提到，由于美国家庭资产与养老金深度\"绑定\"，美股暴跌令美国家庭财富缩水。根据美联储数据显示，一季度房地产等资产价格上涨，但公司股票带来的权益类资产缩水较为严重。图：美国家庭和非盈利组织净资产变化（来源：美联储）考虑到2季度美股跌的比1季度更凶，2季度该项缩水还会继续加大。此前市场一直认为由于美股与养老金深度绑定，美联储有\"看跌期权\"，不会放任美股下跌。但随着通胀上升、劳动力市场紧俏，美股上涨的副作用已经显现，美联储放弃\"看跌期权\"也另有深意。美股涨太多，都没人愿意干活了？根据美联储数据显示，美国富人的资产中比例最大的部分为公司股票、共同基金，而中产财富主要集中于股票、基金和养老金当中。而美国的养老金与美股\"深度绑定\"，养老金中超过60%的比例配置在权益市场。美股的长牛吸引了更大比例的养老金入市，为养老金带来了丰厚的回报。但问题也随之而来，当养老金赚的\"太多了\"，这可能让更多人，尤其是中产阶级摸到了\"财务自由\"门槛、或者说\"养老无忧\"。而这也会降低居民参与劳动的意愿。从美国的劳动参与率和股市的走势来看，20多年来，在\"科技互联网\"高速发展的红利之下，美股涨幅巨大，尤其以纳斯达克为首，20年间最大涨幅超过十倍。股票投资、养老金快速增值带来的巨大财富增值效应也令美国的劳动参与率显著下滑。从2000年的67%降至目前的62%附近。需要注意的是，劳动参与率统计的是愿意参与劳动的人口（包括就业和在找工作的失业人数）相对适龄劳动人口（16-64岁人口）的比例。该数值主要反应适龄劳动力的工作意愿，受人口结构变化、尤其是人口老龄化的影响并不显著。可以看出，由于财富增值效应显著，近20年来，尤其是08年金融危机后，全球\"大放水\"导致美股加速上涨，劳动参与率也快速下滑，意味着这一轮财富增值令更多的人选择不工作或提前退休。这就加剧了近期美国劳动力市场紧俏的局面，加速了美国薪资的增长，为通胀进一步上升\"添砖加瓦\"。另外，从长期数据来看，这种趋势除了降低了美国居民的劳动意愿，也扭曲了经济数据的参考意义。美国的经济增速从2000年前的5%左右，降至疫情前2%左右水平，但失业率低点却更低了。在由供需不平衡引发的通胀上行时期，这种变化就令劳动力市场的供求关系更加紧俏，从而更易于涨薪，进而形成\"薪资-物价\"螺旋式上升循环。给美股降温，也是在\"帮助\"劳动力加速返岗由于美股过去20年的财富效应令越来越多的人选择不工作，在当前大通胀、劳动力供给短缺的背景下，美联储如果在行使「看跌期权」保卫美国居民养老金利益，可能会反而加剧劳动力远离劳动力市场的趋势。从美国的劳动参与率与非劳动者比例（1-劳动参与率）来看，除了新冠疫情的特殊影响外，2018年及2022年的美股下跌，都造成了二者阶段性走阔——劳动人口增加、非劳动人口减少。这很可能说明，股市下跌的确推动了劳动力返回劳动力市场。因此，本轮美联储不仅不敢让美股走强，甚至还需要借助美股下跌的力量来\"帮助\"劳动力加速返岗，以改善劳动力供给不足的困境。","news_type":1},"isVote":1,"tweetType":1,"viewCount":1326,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"CN","totalScore":0},{"id":830934062,"gmtCreate":1628999160056,"gmtModify":1629005544902,"author":{"id":"3570535252525656","authorId":"3570535252525656","name":"燕子_7569","avatar":"https://static.tigerbbs.com/25e3325e8a174a57c7dead50981bf534","crmLevel":1,"crmLevelSwitch":0,"followedFlag":false},"themes":[],"htmlText":"此文标题不严谨，遇到这种情况，更应该客观报道，虽然标题对自动驾驶打了引号，但仍有误导作用。看来小编要加强职业操守！","listText":"此文标题不严谨，遇到这种情况，更应该客观报道，虽然标题对自动驾驶打了引号，但仍有误导作用。看来小编要加强职业操守！","text":"此文标题不严谨，遇到这种情况，更应该客观报道，虽然标题对自动驾驶打了引号，但仍有误导作用。看来小编要加强职业操守！","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":3,"commentSize":0,"repostSize":0,"link":"https://laohu8.com/post/830934062","repostId":"2159521292","repostType":4,"isVote":1,"tweetType":1,"viewCount":769,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"CN","totalScore":0},{"id":610755600,"gmtCreate":1648797499473,"gmtModify":1648797582191,"author":{"id":"3570535252525656","authorId":"3570535252525656","name":"燕子_7569","avatar":"https://static.tigerbbs.com/25e3325e8a174a57c7dead50981bf534","crmLevel":1,"crmLevelSwitch":0,"followedFlag":false},"themes":[],"htmlText":"蔚来分心了","listText":"蔚来分心了","text":"蔚来分心了","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":1,"commentSize":0,"repostSize":0,"link":"https://laohu8.com/post/610755600","repostId":"1182636963","repostType":2,"repost":{"id":"1182636963","pubTimestamp":1648796664,"share":"https://www.laohu8.com/m/news/1182636963?lang=&edition=full","pubTime":"2022-04-01 15:04","market":"us","language":"zh","title":"蔚来入局手机后，又曝申请注册多个酒类商标","url":"https://stock-news.laohu8.com/highlight/detail?id=1182636963","media":"AI财经社","summary":"上海蔚来汽车有限公司曾申请“蔚来微醺俱乐部”等商标。","content":"<html><head></head><body><p>4月1日消息，天眼查显示，上海<a href=\"https://laohu8.com/S/NIO\">蔚来</a>汽车有限公司申请注册商标“光之子”，国际分类为酒，商标状态为等待实质审查。</p><p><img src=\"https://static.tigerbbs.com/73ec40db027d013855d0f5bfbf572cb3\" tg-width=\"550\" tg-height=\"165\" referrerpolicy=\"no-referrer\"/></p><p>此前，上海蔚来汽车有限公司曾申请多个“蔚来微醺俱乐部”、“微醺俱乐部”、“NIO BAR”、“BLUE SKY LAB”商标，国际分类包括酒、啤酒饮料、餐饮住宿、食品等。目前“蔚来微醺俱乐部”、“NIO BAR”、“BLUE SKY LAB”的状态为“商标已注册”，而多个“微醺俱乐部”商标的状态为“驳回复审中”或“等待实质审查”。</p><p>2020年11月，<a href=\"https://laohu8.com/S/TSLA\">特斯拉</a>曾在官网出售龙舌兰酒“Tesla Tequila”，每瓶容量750毫升，价格为250美元/瓶。</p><p>此外，蔚来创始人、董事长兼CEO李斌近日在参加一档访谈栏目时回应了蔚来造手机的传闻，他表示，蔚来造手机仍处于调研阶段，即使要造手机，也不是从商业成功的角度去思考，而是用户是否需要一部蔚来的手机，这部手机是否能够提升蔚来车主的体验。（文 |《财经天下》周刊 郑浩钧）</p></body></html>","source":"AI财经社","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>蔚来入局手机后，又曝申请注册多个酒类商标</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; 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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蔚来入局手机后，又曝申请注册多个酒类商标\n</h2>\n\n<h4 class=\"meta\">\n\n\n2022-04-01 15:04 北京时间&nbsp;&nbsp;&nbsp;<a href=https://www.aicaijing.com.cn/article/13011><strong>AI财经社</strong></a>\n\n\n</h4>\n\n</header>\n<article>\n<div>\n<p>4月1日消息，天眼查显示，上海蔚来汽车有限公司申请注册商标“光之子”，国际分类为酒，商标状态为等待实质审查。此前，上海蔚来汽车有限公司曾申请多个“蔚来微醺俱乐部”、“微醺俱乐部”、“NIO BAR”、“BLUE SKY LAB”商标，国际分类包括酒、啤酒饮料、餐饮住宿、食品等。目前“蔚来微醺俱乐部”、“NIO BAR”、“BLUE SKY LAB”的状态为“商标已注册”，而多个“微醺俱乐部”商标的...</p>\n\n<a href=\"https://www.aicaijing.com.cn/article/13011\">Web Link</a>\n\n</div>\n\n\n</article>\n</div>\n</body>\n</html>\n","type":0,"thumbnail":"https://static.tigerbbs.com/a3b92523152bd36c422721756606e549","relate_stocks":{"09866":"蔚来-SW","NIO":"蔚来"},"source_url":"https://www.aicaijing.com.cn/article/13011","is_english":false,"share_image_url":"https://static.laohu8.com/e9f99090a1c2ed51c021029395664489","article_id":"1182636963","content_text":"4月1日消息，天眼查显示，上海蔚来汽车有限公司申请注册商标“光之子”，国际分类为酒，商标状态为等待实质审查。此前，上海蔚来汽车有限公司曾申请多个“蔚来微醺俱乐部”、“微醺俱乐部”、“NIO BAR”、“BLUE SKY LAB”商标，国际分类包括酒、啤酒饮料、餐饮住宿、食品等。目前“蔚来微醺俱乐部”、“NIO BAR”、“BLUE SKY LAB”的状态为“商标已注册”，而多个“微醺俱乐部”商标的状态为“驳回复审中”或“等待实质审查”。2020年11月，特斯拉曾在官网出售龙舌兰酒“Tesla Tequila”，每瓶容量750毫升，价格为250美元/瓶。此外，蔚来创始人、董事长兼CEO李斌近日在参加一档访谈栏目时回应了蔚来造手机的传闻，他表示，蔚来造手机仍处于调研阶段，即使要造手机，也不是从商业成功的角度去思考，而是用户是否需要一部蔚来的手机，这部手机是否能够提升蔚来车主的体验。（文 |《财经天下》周刊 郑浩钧）","news_type":1},"isVote":1,"tweetType":1,"viewCount":810,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"CN","totalScore":0},{"id":664898072,"gmtCreate":1667904984596,"gmtModify":1667906025426,"author":{"id":"3570535252525656","authorId":"3570535252525656","name":"燕子_7569","avatar":"https://static.tigerbbs.com/25e3325e8a174a57c7dead50981bf534","crmLevel":1,"crmLevelSwitch":0,"followedFlag":false},"themes":[],"htmlText":"扯瞎","listText":"扯瞎","text":"扯瞎","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":0,"commentSize":0,"repostSize":0,"link":"https://laohu8.com/post/664898072","repostId":"1184151461","repostType":2,"repost":{"id":"1184151461","pubTimestamp":1667904450,"share":"https://www.laohu8.com/m/news/1184151461?lang=&edition=full","pubTime":"2022-11-08 18:47","market":"sh","language":"zh","title":"乘联会秘书长：特斯拉之后不会出现降价潮","url":"https://stock-news.laohu8.com/highlight/detail?id=1184151461","media":"澎湃新闻","summary":"或有小范围促销。","content":"<div>\n<p>记者/吴遇利10月份的中国车市经历了不小的挑战。据乘联会11月8日消息，2022年10月乘用车市场零售达到184万辆，同比增长7.3%，环比下降4.3%，这也是自2013年以来首次出现“金九银十”环比下降的特征；1-10月，累计零售量为1671.6万辆，同比增长3%，同比净增48.2万辆。其中，新能源乘用车零售销量为55.6万辆，同比增长75.2%，环比降9%； 1-10月新能源乘用车国内零售销量...</p>\n\n<a href=\"https://www.thepaper.cn/newsDetail_forward_20644296\">Web Link</a>\n\n</div>\n","source":"lsy1666763662595","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>乘联会秘书长：特斯拉之后不会出现降价潮</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乘联会秘书长：特斯拉之后不会出现降价潮\n</h2>\n\n<h4 class=\"meta\">\n\n\n2022-11-08 18:47 北京时间&nbsp;&nbsp;&nbsp;<a href=https://www.thepaper.cn/newsDetail_forward_20644296><strong>澎湃新闻</strong></a>\n\n\n</h4>\n\n</header>\n<article>\n<div>\n<p>记者/吴遇利10月份的中国车市经历了不小的挑战。据乘联会11月8日消息，2022年10月乘用车市场零售达到184万辆，同比增长7.3%，环比下降4.3%，这也是自2013年以来首次出现“金九银十”环比下降的特征；1-10月，累计零售量为1671.6万辆，同比增长3%，同比净增48.2万辆。其中，新能源乘用车零售销量为55.6万辆，同比增长75.2%，环比降9%； 1-10月新能源乘用车国内零售销量...</p>\n\n<a href=\"https://www.thepaper.cn/newsDetail_forward_20644296\">Web Link</a>\n\n</div>\n\n\n</article>\n</div>\n</body>\n</html>\n","type":0,"thumbnail":"https://static.tigerbbs.com/6ef438c9fe438fca6fc47880dd89ad2e","relate_stocks":{"TSLA":"特斯拉"},"source_url":"https://www.thepaper.cn/newsDetail_forward_20644296","is_english":false,"share_image_url":"https://static.laohu8.com/e9f99090a1c2ed51c021029395664489","article_id":"1184151461","content_text":"记者/吴遇利10月份的中国车市经历了不小的挑战。据乘联会11月8日消息，2022年10月乘用车市场零售达到184万辆，同比增长7.3%，环比下降4.3%，这也是自2013年以来首次出现“金九银十”环比下降的特征；1-10月，累计零售量为1671.6万辆，同比增长3%，同比净增48.2万辆。其中，新能源乘用车零售销量为55.6万辆，同比增长75.2%，环比降9%； 1-10月新能源乘用车国内零售销量为443.2万辆，同比增长107.5%。乘联会秘书长崔东树认为，新能源车供给改善叠加油价上浮预期，带动电动车订单表现持续较强。从新能源车月度国内零售份额看，主流自主品牌新能源车零售份额为63%，同比增加2.1个百分点；合资品牌新能源车份额为3.9%，同比下降2.5个百分点；新势力份额为11.4%，同比下降2.9个百分点；特斯拉份额为2.5%，下降1.2个百分点。10月下旬，特斯拉国产全系车型开启降价，降幅从1.4万元到3.7万元不等；11月8日，特斯拉官方微博宣布了高达8000元的现车限时提车保险补贴方案。对于其他车企是否将跟随特斯拉降价一事，崔东树认为，今年年末不仅不会出现大范围的新能源车降价潮，反而有可能出现一轮涨价潮。他表示，明年新能源国补即将退出，车企降价之后，若届时再提价，反而会处于被动位置，不利于销售的开展。崔东树提到，目前虽然主流市场销售较好，但是新能源车，尤其是新势力品牌的商超店，正面临着商场客流下降的挑战，在销量方面大幅承压。他表示，这些品牌需要及时采取集客和促销措施，会推出小型优惠活动，但不会出现大范围的降价行为。此外，乘联会还提到，近几个月美联储持续加息，或将带来世界经济的波动以及较大的不确定性，中国车市仍需要政策给予持续的促消费支持。","news_type":1},"isVote":1,"tweetType":1,"viewCount":867,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"CN","totalScore":0},{"id":683982674,"gmtCreate":1655957660301,"gmtModify":1704863682400,"author":{"id":"3570535252525656","authorId":"3570535252525656","name":"燕子_7569","avatar":"https://static.tigerbbs.com/25e3325e8a174a57c7dead50981bf534","crmLevel":1,"crmLevelSwitch":0,"followedFlag":false},"themes":[],"htmlText":"扯淡！","listText":"扯淡！","text":"扯淡！","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":0,"commentSize":0,"repostSize":0,"link":"https://laohu8.com/post/683982674","repostId":"1122450899","repostType":2,"isVote":1,"tweetType":1,"viewCount":720,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"CN","totalScore":0},{"id":610755806,"gmtCreate":1648797475837,"gmtModify":1648797582189,"author":{"id":"3570535252525656","authorId":"3570535252525656","name":"燕子_7569","avatar":"https://static.tigerbbs.com/25e3325e8a174a57c7dead50981bf534","crmLevel":1,"crmLevelSwitch":0,"followedFlag":false},"themes":[],"htmlText":"完了完了，蔚来分心了","listText":"完了完了，蔚来分心了","text":"完了完了，蔚来分心了","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":0,"commentSize":0,"repostSize":0,"link":"https://laohu8.com/post/610755806","repostId":"1182636963","repostType":2,"isVote":1,"tweetType":1,"viewCount":1030,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"CN","totalScore":0},{"id":631042763,"gmtCreate":1644403197671,"gmtModify":1644403254105,"author":{"id":"3570535252525656","authorId":"3570535252525656","name":"燕子_7569","avatar":"https://static.tigerbbs.com/25e3325e8a174a57c7dead50981bf534","crmLevel":1,"crmLevelSwitch":0,"followedFlag":false},"themes":[],"htmlText":"看呗","listText":"看呗","text":"看呗","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":0,"commentSize":0,"repostSize":0,"link":"https://laohu8.com/post/631042763","repostId":"1194908559","repostType":2,"repost":{"id":"1194908559","pubTimestamp":1644402858,"share":"https://www.laohu8.com/m/news/1194908559?lang=&edition=full","pubTime":"2022-02-09 18:34","market":"us","language":"zh","title":"FF官方回应数据造假风波：超1.4万份预订为免费预订单","url":"https://stock-news.laohu8.com/highlight/detail?id=1194908559","media":"每日经济新闻","summary":"FF方面称，J Capital Research对公司的做空报告严重失实。","content":"<div>\n<p>记者 李星日前，FF宣布，由公司独立董事会组成的特别委员会已完成对J Capital Research（美奇金投资咨询公司）做空公司此前不准确指控调查。特别委员会向美国证券交易委员会（SEC）提交的8-K文件显示，公司投资者所发布的信息存在某些和事实不一致的地方，公司治理和合规化方面也存在一些弱点，但没有证据能证实J Capital Research做空报告中所提到的其他问题。FF方面称，J ...</p>\n\n<a href=\"http://www.nbd.com.cn/articles/2022-02-09/2117957.html\">Web Link</a>\n\n</div>\n","source":"mrjjxw","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>FF官方回应数据造假风波：超1.4万份预订为免费预订单</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\">\nFF官方回应数据造假风波：超1.4万份预订为免费预订单\n</h2>\n\n<h4 class=\"meta\">\n\n\n2022-02-09 18:34 北京时间&nbsp;&nbsp;&nbsp;<a href=http://www.nbd.com.cn/articles/2022-02-09/2117957.html><strong>每日经济新闻</strong></a>\n\n\n</h4>\n\n</header>\n<article>\n<div>\n<p>记者 李星日前，FF宣布，由公司独立董事会组成的特别委员会已完成对J Capital Research（美奇金投资咨询公司）做空公司此前不准确指控调查。特别委员会向美国证券交易委员会（SEC）提交的8-K文件显示，公司投资者所发布的信息存在某些和事实不一致的地方，公司治理和合规化方面也存在一些弱点，但没有证据能证实J Capital Research做空报告中所提到的其他问题。FF方面称，J ...</p>\n\n<a href=\"http://www.nbd.com.cn/articles/2022-02-09/2117957.html\">Web Link</a>\n\n</div>\n\n\n</article>\n</div>\n</body>\n</html>\n","type":0,"thumbnail":"https://static.tigerbbs.com/78ac86bdab506d9898920e00d5d818b2","relate_stocks":{"FFIE":"Faraday Future"},"source_url":"http://www.nbd.com.cn/articles/2022-02-09/2117957.html","is_english":false,"share_image_url":"https://static.laohu8.com/e9f99090a1c2ed51c021029395664489","article_id":"1194908559","content_text":"记者 李星日前，FF宣布，由公司独立董事会组成的特别委员会已完成对J Capital Research（美奇金投资咨询公司）做空公司此前不准确指控调查。特别委员会向美国证券交易委员会（SEC）提交的8-K文件显示，公司投资者所发布的信息存在某些和事实不一致的地方，公司治理和合规化方面也存在一些弱点，但没有证据能证实J Capital Research做空报告中所提到的其他问题。FF方面称，J Capital Research对公司的做空报告严重失实。不过，特别委员会在文件中提出，调查发现FF在业务合并前的声明中称，已收到超过1.4万份FF91车辆的预订，其中只有数百份预订已支付，而其他（总计1.4万份）是未支付的。2月9日，FF相关负责人在接受《每日经济新闻》记者采访时解释称：“公司发布的预订单包含收费预订单和免费预订单两个种类，其中公司收集到超1.4万份FF 91预订，拥有所有预订用户的信息，这一部分是免费预订数据；而公司对外公布的全球300辆邀约制限量版FF 91，这一部分是收费预订单。”上述FF相关负责人还表示：“目前，独立董事会组成的特别委员会调查后认为，公司之前对外宣布的1.4万份预订可能存在误导性，但并没有说是虚假信息。”“虽在此次自查报告中证明了自身没有财务造假，但也显露出公司在一些流程和公司管理制度上的瑕疵。”FF方面表示。针对上述调查结果，FF也做出了一系列补救措施。如董事会任命Susan Swenson为执行董事长，FF全球CEO毕福康、贾跃亭将直接向执行董事长Susan Swenson汇报，且两人年度基本工资均下调25%。同时，FF方面还表示，公司将聘请一名首席合规官（CCO），虚线报告提交给审计委员会主席，提高公司合规政策和程序。而因公司在控制和文化方面存在某些弱点，Brian Krolicki将辞去董事长一职。“按照美国上市公司董事会治理公司的架构，这次自查报告中显示的一些流程和公司管理制度的瑕疵等问题，董事长应该承担第一责任。”FF方面解释称。值得一提的是，受J Capital Research做空报告影响，FF的2021年Q3财报至今未公布。为此，FF收到了纳斯达克警示函，要求其在60天内提交截至2021年9月30日的季报，否则将很有可能被摘牌退市。同时，FF还因此并被列入纳斯达克违规公司名单。对于2021年Q3财报对外发布时间，上述FF中国相关工作人员仅表示：“目前公司还没有确定发布时间，仍待公司董事会敲定。公司将在今年7月份完成FF 91量产车型的交付。”不过，FF在其提交的8-K文件中称，公司计划在特别委员会完成审查后尽快提交2021年Q3财报。","news_type":1},"isVote":1,"tweetType":1,"viewCount":1039,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"CN","totalScore":0},{"id":874608563,"gmtCreate":1637764391219,"gmtModify":1637764893336,"author":{"id":"3570535252525656","authorId":"3570535252525656","name":"燕子_7569","avatar":"https://static.tigerbbs.com/25e3325e8a174a57c7dead50981bf534","crmLevel":1,"crmLevelSwitch":0,"followedFlag":false},"themes":[],"htmlText":"还不如做rivn","listText":"还不如做rivn","text":"还不如做rivn","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":0,"commentSize":0,"repostSize":0,"link":"https://laohu8.com/post/874608563","repostId":"1141588815","repostType":2,"repost":{"id":"1141588815","pubTimestamp":1637756919,"share":"https://www.laohu8.com/m/news/1141588815?lang=&edition=full","pubTime":"2021-11-24 20:28","market":"us","language":"zh","title":"法拉第未来财报延期，市场还买贾跃亭的账吗？","url":"https://stock-news.laohu8.com/highlight/detail?id=1141588815","media":"锌刻度","summary":"惊喜未至，惊讶先来\n\n贾跃亭，又有麻烦了。\n日前，法拉第未来（英文简称为FF）发布了一份《季报未按时提交声明》文件，宣称推迟公开其2021年第三季度的财报，理由为需要对做空机构J Capital Re","content":"<blockquote>\n <b>惊喜未至，惊讶先来</b>\n</blockquote>\n<p>贾跃亭，又有麻烦了。</p>\n<p>日前，法拉第未来（英文简称为FF）发布了一份《季报未按时提交声明》文件，宣称推迟公开其2021年第三季度的财报，理由为需要对做空机构J Capital Research（美奇金投资）指责的内容进行核实。</p>\n<p>这意味着，尽管成功上市，但质疑法拉第未来的声音依然不断。</p>\n<p>那么，财报延期的法拉第未来，当下状况到底如何？被做空机构瞄准，到底冤不冤？贾跃亭渴望回国建厂，这个故事资本市场买账吗？</p>\n<p><b>预亏2.8亿美元，钱都花到哪儿？</b></p>\n<p>眼下，法拉第未来的处境有了微妙的变化。</p>\n<p>尽管2021年第三季度财报推迟了，但官方仍透露了盈利状况的核心数据，截至2021年9月30日净亏损高达2.8亿美元，而去年同期不过净亏损了3300万美元，亏损幅度放大了748.48%。</p>\n<p><img src=\"https://static.tigerbbs.com/6f69746f87742e10c2571c17a78dc44d\" tg-width=\"752\" tg-height=\"465\" referrerpolicy=\"no-referrer\"></p>\n<p>净亏损放大</p>\n<p>亏损放大的背后，则是加大了位于加利福尼亚州汉福德制造工厂的投资力度。</p>\n<p>加码之下，该工厂在近期已获得最终生产使用资质，为2022年7月前量产交付FF 91创造了先决条件。</p>\n<p>对此，法拉第未来表示：“这使得FF能够在大规模量产交付前生产更多的预量产车，并进行最后的测试和验证工作。”</p>\n<p>这意味着，FF91距离量产又近了一步。</p>\n<p>事实上，资本大佬提前嗅到了气息，全球知名公募基金Vanguard（先锋领航）已于2021年中秋节之夜建仓，总共买入53.90万股，成为法拉第未来第5大股东。</p>\n<blockquote>\n 据公开资料显示，先锋领航为全球第二大公募基金，管理的资产规模高达7.5万亿美元，既为<a href=\"https://laohu8.com/S/AAPL\">苹果</a>第一大股东，持股比例为7.83%；也为<a href=\"https://laohu8.com/S/MSFT\">微软</a>第一大股，持股比例为7.80%；还为<a href=\"https://laohu8.com/S/GOOG\">谷歌</a>（C类）第一大股东，持股比例为6.59%；另外，<a href=\"https://laohu8.com/S/AMZN\">亚马逊</a>、Facebook与<a href=\"https://laohu8.com/S/TSLA\">特斯拉</a>的第二大股东均为先锋领航，持股比例分别为6.40%、 6.44%与6.02%。\n</blockquote>\n<p>不过，先锋领航的加持，并未扭转法拉第未来在资本市场的颓势。</p>\n<p>法拉第未来于2021年7月登陆美国纳斯达克，发行价为13.78美元，最高触及20.75美元，之后开启了绵绵不绝的下跌之路，截止2021年11月17日股价为8.44元，与历史高点相比缩水了59.33%。</p>\n<p>此背景下，投资者的信心颇为不足。</p>\n<p>一名法拉第未来的投资者“同轴线”公开表示：“赛道是对的，方向也没错，时间也不晚，但自从出事后，关键支柱没了，如果不能找到一个持续出资的后台很难发展，看看几年后的结局吧，大不了亏光。”</p>\n<p><b>惨遭做空，危机未解除</b></p>\n<p>更为糟糕的是，法拉第未来的惊喜未至，惊讶却先一步到来。</p>\n<p>华尔街做空机构J Capital Research于2020年10月发布了一份针对法拉第未来的28页沽空报告，质疑其为骗局，并给出“我们不认为FF公司能卖出哪怕一辆汽车”的结论。</p>\n<p>J Capital Research的名气远不如浑水公司，却也并非泛泛之辈，<a href=\"https://laohu8.com/S/UXIN\">优信</a>二手车、比特数字、<a href=\"https://laohu8.com/S/GDS\">万国数据</a>、<a href=\"https://laohu8.com/S/BGNE\">百济神州</a>等都遭其狙击过，而据爱企查数据显示，其也进入了中国市场。</p>\n<p><img src=\"https://static.tigerbbs.com/1d1f350607274ab31d4c7415d2b84593\" tg-width=\"773\" tg-height=\"477\" referrerpolicy=\"no-referrer\"></p>\n<p>图源：爱企查</p>\n<p>因而，其质疑引发舆论高度关注。</p>\n<p>据沽空报告显示，J Capital Research发现汉福德工厂门窗紧闭，甚至看不到一个工作人员，从而认为量产没有进展。</p>\n<p><b>更为关键的是，贾跃亭宣称收获14000万个订单，却仅有14.4万美元的订金入账，一个订单的订金只有10美元多，不合常理。</b></p>\n<p>“经过8年的经营，FF公司未能交付一辆汽车并一再表示‘明年交付’，此外公司违背了在美国及中国五个地方建厂的承诺，对于第六个工厂建设也一再推迟。”J Capital Research如是说。</p>\n<p>面对质疑，法拉第未来并不认可，为了自证清白成立了“独立董事特别委员会”，并聘请了一家律师事务所进行调查。</p>\n<p>而贾跃亭直接在朋友圈冷嘲热讽：“冷饭热炒，无稽之谈。请小心，你们已经不是第一次打脸了。”</p>\n<p>事情的真伪尚不明朗，唯一可以确定的是法拉第未来的财务状况有所改善。</p>\n<p>截至2021年6月30日，法拉第未来的资产为2.8亿美元，这其中现金及现金等价物仅有62.77万美元，现金储备枯竭肉眼可见。</p>\n<p>经营活动现金流为-136.62万元，现金流绷紧；投资活动现金流为13.47亿美元，难以支撑工厂的建设；筹措活动现金流为70万元，借钱颇为困难。</p>\n<p>一言以蔽之，彼时的法拉第未来处于崩溃的边缘。</p>\n<p>所幸成功借壳上市，获得超10亿美元的融资，从而获得了喘息的机会。</p>\n<p>截至2021年9月30日，法拉第未来的资产为11亿美元，环比第二季度增加了8.2亿美元，这其中现金及现金等价物为6.67亿美元，现金储备充实了起来。</p>\n<p>某私募投资部经理陈听涛告诉锌刻度：“按照这个亏损速度，挺到明年7月问题不大，但量产不意味着危机结束，提速阶段反而需要消耗更多的资金，再进行巨额融资在所难免，留给贾跃亭筹措的时间不多了。”</p>\n<p>换而言之，法拉第未来依然在钢丝上跳舞。</p>\n<p><b>回国“内卷”，是一个好主意吗？</b></p>\n<p>尽管如此，贾跃亭依然没有放弃，其将破局的目光瞄向了国内。</p>\n<blockquote>\n 据多家媒体报道，由国勤资本有限公司邀请，法拉第未来（中国）有限公司与山西长治高新区管委会进行了线上工作会议，双方就法拉第未来中国生产基地落户山西长治进行全方位探讨。\n</blockquote>\n<p>对此，法拉第未来表示不予置评。</p>\n<p>不过，也有消息显示法拉第未来中国生产基地或落户湖北省，不管最终落户国内何处，法拉第未来都必须面对激烈的市场竞争势态。</p>\n<p><img src=\"https://static.tigerbbs.com/5b1017874f6dd686c390f0b6949a38cd\" tg-width=\"1080\" tg-height=\"720\" referrerpolicy=\"no-referrer\"></p>\n<p>贾跃亭</p>\n<p>当下，国内新能源汽车已成红海市场，造车新势力经过一轮洗牌，<a href=\"https://laohu8.com/S/NIO\">蔚来</a>、小鹏、理想成为第一梯队。</p>\n<p>一名互联网观察人士告诉锌刻度：“造车新势力仍在不断冒出，但有黑马之姿的少之又少，多数都叫好不叫座，类似哪吒这种后发先至的案例极为少见，哪吒好歹有360、<a href=\"https://laohu8.com/S/300750\">宁德时代</a>站队，法拉第未来的盟友在哪儿？”</p>\n<p>上述互联网观察人士进一步表示，全球第三大新能源汽车公司Lucid也计划进入中国，其定位与法拉第未来一样为高端<a href=\"https://laohu8.com/S/DLX\">豪华</a>，这意味法拉第未来的竞争压力更大。</p>\n<p>造车新势力之外，传统车企也在突进，不再甘心在新能源汽车赛道扮演“陪跑”的角色，这其中奔驰、宝马、奥迪、凯迪拉克等均瞄准高端豪华新能源汽车。</p>\n<p><b>传统车企合围之下，造车新势力也受到冲击。</b></p>\n<p>譬如，五菱宏光MINI EV连续13个月霸榜中<a href=\"https://laohu8.com/S/600617\">国新能源</a>汽车第一，4度登顶全球销冠；而特斯拉在中国、美国和欧洲等的市场占有率均出现了下降，以美国为例，据Experian数据显示，2021年上半年，特斯拉在美国新注册的电动车中比例为66.3%，去年同期为79.5%。</p>\n<p>此背景下，迟到的法拉第未来何以突围？</p>\n<p>须知，时隔多年，法拉第未来的科技感荡然无存，其最大的卖点激光雷达，在2017年还是<a href=\"https://laohu8.com/S/BJZ.SI\">高大</a>上的概念，如今激光雷达早已成为各大车企争夺的制高点，当FF91量产落地时或已是行业的标配。</p>\n<p>换而言之，FF91虽还有一些技术参数值得称道，却难扭转其竞争力减弱的趋势。</p>\n<p>如此一来，法拉第未来能否赢得消费者的认可、能否在市场站稳脚跟、能否向造车新势力第一梯队发起挑战，还是未知数。</p>\n<p>那么，贾跃亭的故事，还得打一个大大的问号。</p>","source":"lsy1568158634801","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>法拉第未来财报延期，市场还买贾跃亭的账吗？</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法拉第未来财报延期，市场还买贾跃亭的账吗？\n</h2>\n\n<h4 class=\"meta\">\n\n\n2021-11-24 20:28 北京时间&nbsp;&nbsp;&nbsp;<a href=https://mp.weixin.qq.com/s/thQK95H3dZN_eTkot-xvpg><strong>锌刻度</strong></a>\n\n\n</h4>\n\n</header>\n<article>\n<div>\n<p>惊喜未至，惊讶先来\n\n贾跃亭，又有麻烦了。\n日前，法拉第未来（英文简称为FF）发布了一份《季报未按时提交声明》文件，宣称推迟公开其2021年第三季度的财报，理由为需要对做空机构J Capital Research（美奇金投资）指责的内容进行核实。\n这意味着，尽管成功上市，但质疑法拉第未来的声音依然不断。\n那么，财报延期的法拉第未来，当下状况到底如何？被做空机构瞄准，到底冤不冤？贾跃亭渴望回国建厂，...</p>\n\n<a href=\"https://mp.weixin.qq.com/s/thQK95H3dZN_eTkot-xvpg\">Web Link</a>\n\n</div>\n\n\n</article>\n</div>\n</body>\n</html>\n","type":0,"thumbnail":"https://static.tigerbbs.com/98cd38eab0df7168c26e4c792ab2e94b","relate_stocks":{"FFIE":"Faraday Future"},"source_url":"https://mp.weixin.qq.com/s/thQK95H3dZN_eTkot-xvpg","is_english":false,"share_image_url":"https://static.laohu8.com/e9f99090a1c2ed51c021029395664489","article_id":"1141588815","content_text":"惊喜未至，惊讶先来\n\n贾跃亭，又有麻烦了。\n日前，法拉第未来（英文简称为FF）发布了一份《季报未按时提交声明》文件，宣称推迟公开其2021年第三季度的财报，理由为需要对做空机构J Capital Research（美奇金投资）指责的内容进行核实。\n这意味着，尽管成功上市，但质疑法拉第未来的声音依然不断。\n那么，财报延期的法拉第未来，当下状况到底如何？被做空机构瞄准，到底冤不冤？贾跃亭渴望回国建厂，这个故事资本市场买账吗？\n预亏2.8亿美元，钱都花到哪儿？\n眼下，法拉第未来的处境有了微妙的变化。\n尽管2021年第三季度财报推迟了，但官方仍透露了盈利状况的核心数据，截至2021年9月30日净亏损高达2.8亿美元，而去年同期不过净亏损了3300万美元，亏损幅度放大了748.48%。\n\n净亏损放大\n亏损放大的背后，则是加大了位于加利福尼亚州汉福德制造工厂的投资力度。\n加码之下，该工厂在近期已获得最终生产使用资质，为2022年7月前量产交付FF 91创造了先决条件。\n对此，法拉第未来表示：“这使得FF能够在大规模量产交付前生产更多的预量产车，并进行最后的测试和验证工作。”\n这意味着，FF91距离量产又近了一步。\n事实上，资本大佬提前嗅到了气息，全球知名公募基金Vanguard（先锋领航）已于2021年中秋节之夜建仓，总共买入53.90万股，成为法拉第未来第5大股东。\n\n 据公开资料显示，先锋领航为全球第二大公募基金，管理的资产规模高达7.5万亿美元，既为苹果第一大股东，持股比例为7.83%；也为微软第一大股，持股比例为7.80%；还为谷歌（C类）第一大股东，持股比例为6.59%；另外，亚马逊、Facebook与特斯拉的第二大股东均为先锋领航，持股比例分别为6.40%、 6.44%与6.02%。\n\n不过，先锋领航的加持，并未扭转法拉第未来在资本市场的颓势。\n法拉第未来于2021年7月登陆美国纳斯达克，发行价为13.78美元，最高触及20.75美元，之后开启了绵绵不绝的下跌之路，截止2021年11月17日股价为8.44元，与历史高点相比缩水了59.33%。\n此背景下，投资者的信心颇为不足。\n一名法拉第未来的投资者“同轴线”公开表示：“赛道是对的，方向也没错，时间也不晚，但自从出事后，关键支柱没了，如果不能找到一个持续出资的后台很难发展，看看几年后的结局吧，大不了亏光。”\n惨遭做空，危机未解除\n更为糟糕的是，法拉第未来的惊喜未至，惊讶却先一步到来。\n华尔街做空机构J Capital Research于2020年10月发布了一份针对法拉第未来的28页沽空报告，质疑其为骗局，并给出“我们不认为FF公司能卖出哪怕一辆汽车”的结论。\nJ Capital Research的名气远不如浑水公司，却也并非泛泛之辈，优信二手车、比特数字、万国数据、百济神州等都遭其狙击过，而据爱企查数据显示，其也进入了中国市场。\n\n图源：爱企查\n因而，其质疑引发舆论高度关注。\n据沽空报告显示，J Capital Research发现汉福德工厂门窗紧闭，甚至看不到一个工作人员，从而认为量产没有进展。\n更为关键的是，贾跃亭宣称收获14000万个订单，却仅有14.4万美元的订金入账，一个订单的订金只有10美元多，不合常理。\n“经过8年的经营，FF公司未能交付一辆汽车并一再表示‘明年交付’，此外公司违背了在美国及中国五个地方建厂的承诺，对于第六个工厂建设也一再推迟。”J Capital Research如是说。\n面对质疑，法拉第未来并不认可，为了自证清白成立了“独立董事特别委员会”，并聘请了一家律师事务所进行调查。\n而贾跃亭直接在朋友圈冷嘲热讽：“冷饭热炒，无稽之谈。请小心，你们已经不是第一次打脸了。”\n事情的真伪尚不明朗，唯一可以确定的是法拉第未来的财务状况有所改善。\n截至2021年6月30日，法拉第未来的资产为2.8亿美元，这其中现金及现金等价物仅有62.77万美元，现金储备枯竭肉眼可见。\n经营活动现金流为-136.62万元，现金流绷紧；投资活动现金流为13.47亿美元，难以支撑工厂的建设；筹措活动现金流为70万元，借钱颇为困难。\n一言以蔽之，彼时的法拉第未来处于崩溃的边缘。\n所幸成功借壳上市，获得超10亿美元的融资，从而获得了喘息的机会。\n截至2021年9月30日，法拉第未来的资产为11亿美元，环比第二季度增加了8.2亿美元，这其中现金及现金等价物为6.67亿美元，现金储备充实了起来。\n某私募投资部经理陈听涛告诉锌刻度：“按照这个亏损速度，挺到明年7月问题不大，但量产不意味着危机结束，提速阶段反而需要消耗更多的资金，再进行巨额融资在所难免，留给贾跃亭筹措的时间不多了。”\n换而言之，法拉第未来依然在钢丝上跳舞。\n回国“内卷”，是一个好主意吗？\n尽管如此，贾跃亭依然没有放弃，其将破局的目光瞄向了国内。\n\n 据多家媒体报道，由国勤资本有限公司邀请，法拉第未来（中国）有限公司与山西长治高新区管委会进行了线上工作会议，双方就法拉第未来中国生产基地落户山西长治进行全方位探讨。\n\n对此，法拉第未来表示不予置评。\n不过，也有消息显示法拉第未来中国生产基地或落户湖北省，不管最终落户国内何处，法拉第未来都必须面对激烈的市场竞争势态。\n\n贾跃亭\n当下，国内新能源汽车已成红海市场，造车新势力经过一轮洗牌，蔚来、小鹏、理想成为第一梯队。\n一名互联网观察人士告诉锌刻度：“造车新势力仍在不断冒出，但有黑马之姿的少之又少，多数都叫好不叫座，类似哪吒这种后发先至的案例极为少见，哪吒好歹有360、宁德时代站队，法拉第未来的盟友在哪儿？”\n上述互联网观察人士进一步表示，全球第三大新能源汽车公司Lucid也计划进入中国，其定位与法拉第未来一样为高端豪华，这意味法拉第未来的竞争压力更大。\n造车新势力之外，传统车企也在突进，不再甘心在新能源汽车赛道扮演“陪跑”的角色，这其中奔驰、宝马、奥迪、凯迪拉克等均瞄准高端豪华新能源汽车。\n传统车企合围之下，造车新势力也受到冲击。\n譬如，五菱宏光MINI EV连续13个月霸榜中国新能源汽车第一，4度登顶全球销冠；而特斯拉在中国、美国和欧洲等的市场占有率均出现了下降，以美国为例，据Experian数据显示，2021年上半年，特斯拉在美国新注册的电动车中比例为66.3%，去年同期为79.5%。\n此背景下，迟到的法拉第未来何以突围？\n须知，时隔多年，法拉第未来的科技感荡然无存，其最大的卖点激光雷达，在2017年还是高大上的概念，如今激光雷达早已成为各大车企争夺的制高点，当FF91量产落地时或已是行业的标配。\n换而言之，FF91虽还有一些技术参数值得称道，却难扭转其竞争力减弱的趋势。\n如此一来，法拉第未来能否赢得消费者的认可、能否在市场站稳脚跟、能否向造车新势力第一梯队发起挑战，还是未知数。\n那么，贾跃亭的故事，还得打一个大大的问号。","news_type":1},"isVote":1,"tweetType":1,"viewCount":1255,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"CN","totalScore":0},{"id":874874743,"gmtCreate":1637763918311,"gmtModify":1637764404563,"author":{"id":"3570535252525656","authorId":"3570535252525656","name":"燕子_7569","avatar":"https://static.tigerbbs.com/25e3325e8a174a57c7dead50981bf534","crmLevel":1,"crmLevelSwitch":0,"followedFlag":false},"themes":[],"htmlText":"只能说两个字：哈哈！","listText":"只能说两个字：哈哈！","text":"只能说两个字：哈哈！","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":0,"commentSize":0,"repostSize":0,"link":"https://laohu8.com/post/874874743","repostId":"2185535473","repostType":2,"repost":{"id":"2185535473","pubTimestamp":1637759220,"share":"https://www.laohu8.com/m/news/2185535473?lang=&edition=full","pubTime":"2021-11-24 21:07","market":"us","language":"zh","title":"视频丨李斌称创办蔚来之前不知道特斯拉","url":"https://stock-news.laohu8.com/highlight/detail?id=2185535473","media":"新浪财经综合","summary":"海量资讯、精准解读，尽在新浪财经APP\n\n责任编辑：仇泽程","content":"<html><body><div>\n<div></div>\n<div>\n<div><img src=\"\"/></div>\n<div>海量资讯、精准解读，尽在<a href=\"https://laohu8.com/S/SINA\">新浪</a>财经APP</div>\n</div>\n<p>责任编辑：仇泽程 </p>\n</div></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>视频丨李斌称创办蔚来之前不知道特斯拉</title>\n<style 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Link</a>\n\n</div>\n\n\n</article>\n</div>\n</body>\n</html>\n","type":0,"thumbnail":"https://static.tigerbbs.com/608c0ca7f544a93854339353ff5e9ae1","relate_stocks":{"BK4527":"明星科技股","BK4505":"高瓴资本持仓","BK4534":"瑞士信贷持仓","BK4555":"新能源车","BK4533":"AQR资本管理(全球第二大对冲基金)","BK4550":"红杉资本持仓","TSLA":"特斯拉","BITA":"易车","BK4526":"热门中概股","BK4548":"巴美列捷福持仓","BK4504":"桥水持仓","BK4509":"腾讯概念","BK4099":"汽车制造商","BK4532":"文艺复兴科技持仓","BK4531":"中概回港概念","BK4551":"寇图资本持仓","NIO":"蔚来"},"source_url":"https://finance.sina.com.cn/chanjing/dygc/2021-11-24/doc-iktzqtyu9318018.shtml","is_english":false,"share_image_url":"https://static.laohu8.com/b0d1b7e8843deea78cc308b15114de44","article_id":"2185535473","content_text":"海量资讯、精准解读，尽在新浪财经APP\n\n责任编辑：仇泽程","news_type":1},"isVote":1,"tweetType":1,"viewCount":1024,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"CN","totalScore":0},{"id":875062300,"gmtCreate":1637589727407,"gmtModify":1637590708409,"author":{"id":"3570535252525656","authorId":"3570535252525656","name":"燕子_7569","avatar":"https://static.tigerbbs.com/25e3325e8a174a57c7dead50981bf534","crmLevel":1,"crmLevelSwitch":0,"followedFlag":false},"themes":[],"htmlText":"说说你对这篇新闻的看法...","listText":"说说你对这篇新闻的看法...","text":"说说你对这篇新闻的看法...","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":0,"commentSize":0,"repostSize":0,"link":"https://laohu8.com/post/875062300","repostId":"2185825613","repostType":2,"isVote":1,"tweetType":1,"viewCount":791,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"CN","totalScore":0}],"lives":[]}