摇滚流行的个人主页 - 老虎社区

摇滚流行

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IP属地：北京

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2021-12-03

$滴滴(DIDI)$卖房抄底

2020-11-17

$蛋壳公寓(DNK)$现在卖房买蛋壳来得及吗

2020-02-05

$特斯拉(TSLA)$还好950的时候清盘了

2022-01-06

$商汤-W(00020)$牛呀，一天反弹20%，就这德行，谁还敢买

2021-10-26

$老虎证券(TIGR)$老虎的危机完全没有解决

2020-04-15

$满贯集团(03390)$感谢不中之恩

2020-11-25

$老虎证券(TIGR)$7.27跑了，完美逃顶

2021-10-28

$老虎证券(TIGR)$ 之前就说老虎的危机没有过去，估计这一轮要到4块钱了

2020-06-19

$哔哩哔哩(BILI)$不容易

2022-03-15

给你机会了还不快跑

恒生科技指数拉升翻红，美团涨超6%

2022-03-14

$贝壳(BEKE)$每一次上涨都是给你逃生的机会

2022-01-05

$富途控股(FUTU)$果然是骗人解盘的

2022-01-04

‌$商汤-W(00020)$‌还好我把多单撤了下了

2020-07-24

$台积电(TSM)$继续

2020-04-09

$哔哩哔哩(BILI)$太不容易了，从27跌到19，然后一点点涨回来的

2022-04-06

$开拓药业-B(09939)$可惜不能做空

2020-11-24

$小米集团-W(01810)$财报终于出来了

2020-03-09

$兴业物联(09916)$感谢不中之恩

2023-10-20

买了一千股，支持贾哥

贾跃亭发出天问：为什么没有人买FF的股票？

2022-10-07

$小鹏汽车(XPEV)$这个股算是彻底完蛋了

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20:04","market":"us","language":"zh","title":"高毅清仓，高瓴加仓！他们的判断为何截然相反？","url":"https://stock-news.laohu8.com/highlight/detail?id=1125247628","media":"上海证券报","summary":"近日，高毅资产披露了其最新美股持仓情况。数据显示，截至今年一季度末，高毅资产在美股市场持有21家公司的股票，总市值为4.1亿美元，相较于去年底小幅下降。其中，京东、拼多多、网易等中概股依旧是高毅资产的","content":"<div>\n<p>近日，高毅资产披露了其最新美股持仓情况。数据显示，截至今年一季度末，高毅资产在美股市场持有21家公司的股票，总市值为4.1亿美元，相较于去年底小幅下降。其中，京东、拼多多、网易等中概股依旧是高毅资产的重要布局。\n从调仓方向来看，高毅资产一季度清仓了阿里巴巴，值得注意的是，刚刚公布美股持仓不久的高瓴一季度却小幅加仓了阿里巴巴，为何资管大佬对美国市场的科技中概股分歧如此之大？阿里巴巴、拼多多等明星...</p>\n\n<a href=\"https://mp.weixin.qq.com/s/55RkDjFH_LtKBTPsPrdW1Q\">Web Link</a>\n\n</div>\n","source":"shzqb","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>高毅清仓，高瓴加仓！他们的判断为何截然相反？</title>\n<style 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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高毅清仓，高瓴加仓！他们的判断为何截然相反？\n</h2>\n\n<h4 class=\"meta\">\n\n\n2021-05-19 20:04 北京时间&nbsp;&nbsp;&nbsp;<a href=https://mp.weixin.qq.com/s/55RkDjFH_LtKBTPsPrdW1Q><strong>上海证券报</strong></a>\n\n\n</h4>\n\n</header>\n<article>\n<div>\n<p>近日，高毅资产披露了其最新美股持仓情况。数据显示，截至今年一季度末，高毅资产在美股市场持有21家公司的股票，总市值为4.1亿美元，相较于去年底小幅下降。其中，京东、拼多多、网易等中概股依旧是高毅资产的重要布局。\n从调仓方向来看，高毅资产一季度清仓了阿里巴巴，值得注意的是，刚刚公布美股持仓不久的高瓴一季度却小幅加仓了阿里巴巴，为何资管大佬对美国市场的科技中概股分歧如此之大？阿里巴巴、拼多多等明星...</p>\n\n<a href=\"https://mp.weixin.qq.com/s/55RkDjFH_LtKBTPsPrdW1Q\">Web Link</a>\n\n</div>\n\n\n</article>\n</div>\n</body>\n</html>\n","type":0,"thumbnail":"https://static.tigerbbs.com/a5d11890cd6ccd454a56d86737fd3353","relate_stocks":{".IXIC":"NASDAQ Composite",".DJI":"道琼斯",".SPX":"S&P 500 Index"},"source_url":"https://mp.weixin.qq.com/s/55RkDjFH_LtKBTPsPrdW1Q","is_english":false,"share_image_url":"https://static.laohu8.com/e9f99090a1c2ed51c021029395664489","article_id":"1125247628","content_text":"近日，高毅资产披露了其最新美股持仓情况。数据显示，截至今年一季度末，高毅资产在美股市场持有21家公司的股票，总市值为4.1亿美元，相较于去年底小幅下降。其中，京东、拼多多、网易等中概股依旧是高毅资产的重要布局。\n从调仓方向来看，高毅资产一季度清仓了阿里巴巴，值得注意的是，刚刚公布美股持仓不久的高瓴一季度却小幅加仓了阿里巴巴，为何资管大佬对美国市场的科技中概股分歧如此之大？阿里巴巴、拼多多等明星中概股在回调后是否存在投资机会？\n集中持股 偏爱中概股\n美国证监会最新披露的数据显示，截至今年3月底，高毅资产旗下共计持仓21家美股上市公司，持股市值合计为4.1亿美元。\n\n从高毅资产的美股持仓可以看出，其标的非常集中，前五大重仓股为拼多多、微博、网易、哔哩哔哩和好未来，前五大重仓股合计市值为3.14亿美元，占整个高毅美股持仓的比例为76.3%。\n不仅是前五大重仓股全部为中概股，在高毅资产美股持仓的前十大重仓股中，中概股也是主角。数据显示，截至一季度末，高毅资产前十大重仓股中的中概股数量为9只。\n清仓阿里巴巴\n从调仓动作看，高毅资产一季度大手笔减持了微博、拼多多等科技股，其中比较引人注意的是，其一季度清仓了阿里巴巴。\n数据显示，截至今年一季度末，高毅资产持有拼多多97.1万股，相比于去年底的105.78万股小幅下降，持有微博111.9万股，相比于去年底的131.8万股减持近20万股，一季度还减持了哔哩哔哩1.25万股。另外，高毅资产去年底还持有阿里巴巴1.97万股，截至今年一季度末，阿里巴巴已经在高毅资产的美股持仓中消失。\n值得注意的是，高毅资产对于阿里巴巴的操作与前不久公布美股持仓的高瓴截然相反。\n公开资料显示，高瓴去年四季度清仓了阿里巴巴，但在今年一季度却小幅加仓该股票。\n从股价走势来看，阿里巴巴由于负面消息频出，去年四季度以来一直处于震荡调整状态。Choice数据显示，去年11月、12月阿里巴巴股价跌幅分别为13.56%和11.63%，截至5月17日，今年以来的跌幅更是超过9%。\n\n“高毅资产和高瓴的美股持仓体量本就不一样，持有阿里巴巴的时间也不尽相同，因此操作相反情有可原。阿里巴巴虽然估值有所消化，一季度业绩也不错，但美债收益率的快速提升，传统电商行业格局和政策层面的不确定性提升，都是资金犹豫的重要原因，因此机构投资者的分歧也越来越明显。”沪上一位私募人士直言。\n美股科技板块存分歧\n从近期密集披露的高瓴、高毅资产、景林资产等私募巨头的美股持仓情况来看，不仅是阿里巴巴，其对多只科技股的操作分歧较为明显。\n比如，景林资产和高毅资产一季度选择减仓拼多多，阶段性回避高估值回调风险，高瓴却无惧波动，一季度末持有拼多多的数量相比于去年底无变化，高瓴今年一季度减持了京东，而高毅资产则新进买入该股票。\n北京一位私募基金经理直言：“目前市场对于拼多多的顾虑有两方面，一是在流动性收紧的过程中股票存在估值回调风险，二是拼多多的盈利模式能否持续还需要继续观察，而阿里巴巴虽然经过下跌，但也需要警惕政策面的扰动因素，所以市场尚未达成一致预期，不过必须承认的是，一般市场对某只标的存在分歧的时候，也大概率是投资的好时机，可以重点关注。”","news_type":1},"isVote":1,"tweetType":1,"viewCount":982,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"CN","totalScore":0},{"id":393273476,"gmtCreate":1606316014595,"gmtModify":1703842579248,"author":{"id":"5692179754380","authorId":"5692179754380","name":"摇滚流行","avatar":"https://static.laohu8.com/default-avatar.jpg","crmLevel":1,"crmLevelSwitch":0,"followedFlag":false,"authorIdStr":"5692179754380","idStr":"5692179754380"},"themes":[],"htmlText":"<a 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10:22","market":"us","language":"zh","title":"恒生科技指数拉升翻红，美团涨超6%","url":"https://stock-news.laohu8.com/highlight/detail?id=1199592089","media":"老虎资讯综合","summary":"周二，恒生科技指数翻红，盘初曾暴跌7%；同时，恒生指数跌幅收窄至2%以内，此前一度跌近5%。科技龙头股盘中反弹，美团拉升涨超6%，哔哩哔哩-SW涨超5%，快手-W涨超4%，小米涨超2%，腾讯控股跌幅收","content":"<html><head></head><body><p>周二，恒生科技指数翻红，盘初曾暴跌7%；同时，恒生指数跌幅收窄至2%以内，此前一度跌近5%。</p><p><img src=\"https://static.tigerbbs.com/a053126df3c17a61099cfa5124ee6572\" tg-width=\"840\" tg-height=\"470\" referrerpolicy=\"no-referrer\"/></p><p>科技龙头股盘中反弹，<a href=\"https://laohu8.com/S/03690\">美团</a>拉升涨超6%，<a href=\"https://laohu8.com/S/09626\">哔哩哔哩-SW</a>涨超5%，<a href=\"https://laohu8.com/S/01024\">快手-W</a>涨超4%，小米涨超2%，<a href=\"https://laohu8.com/S/00700\">腾讯控股</a>跌幅收窄至约0.5%，<a href=\"https://laohu8.com/S/09988\">阿里巴巴-SW</a>现跌近3%。</p><p><img src=\"https://static.tigerbbs.com/187e395cdfcea9d53bd40e9438bf8ef9\" tg-width=\"840\" tg-height=\"470\" referrerpolicy=\"no-referrer\"/></p><p><img 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}\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恒生科技指数拉升翻红，美团涨超6%\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\">2022-03-15 10:22</p>\n</div>\n\n</a>\n\n\n</h4>\n\n</header>\n<article>\n<html><head></head><body><p>周二，恒生科技指数翻红，盘初曾暴跌7%；同时，恒生指数跌幅收窄至2%以内，此前一度跌近5%。</p><p><img src=\"https://static.tigerbbs.com/a053126df3c17a61099cfa5124ee6572\" tg-width=\"840\" tg-height=\"470\" referrerpolicy=\"no-referrer\"/></p><p>科技龙头股盘中反弹，<a href=\"https://laohu8.com/S/03690\">美团</a>拉升涨超6%，<a href=\"https://laohu8.com/S/09626\">哔哩哔哩-SW</a>涨超5%，<a href=\"https://laohu8.com/S/01024\">快手-W</a>涨超4%，小米涨超2%，<a href=\"https://laohu8.com/S/00700\">腾讯控股</a>跌幅收窄至约0.5%，<a href=\"https://laohu8.com/S/09988\">阿里巴巴-SW</a>现跌近3%。</p><p><img src=\"https://static.tigerbbs.com/187e395cdfcea9d53bd40e9438bf8ef9\" tg-width=\"840\" tg-height=\"470\" referrerpolicy=\"no-referrer\"/></p><p><img src=\"https://static.tigerbbs.com/c40361ebfecc66188b8cca85a1057243\" tg-width=\"840\" tg-height=\"470\" referrerpolicy=\"no-referrer\"/></p></body></html>\n\n</article>\n</div>\n</body>\n</html>\n","type":0,"thumbnail":"https://static.tigerbbs.com/9149ee38be553ca11bd01b0a72f4964e","relate_stocks":{"HSCCI":"红筹指数","03690":"美团-W","00700":"腾讯控股","HSCEI":"国企指数","TCEHY":"腾讯控股ADR","HSI":"恒生指数","HSTECH":"恒生科技指数"},"source_url":"","is_english":false,"share_image_url":"https://static.laohu8.com/e9f99090a1c2ed51c021029395664489","article_id":"1199592089","content_text":"周二，恒生科技指数翻红，盘初曾暴跌7%；同时，恒生指数跌幅收窄至2%以内，此前一度跌近5%。科技龙头股盘中反弹，美团拉升涨超6%，哔哩哔哩-SW涨超5%，快手-W涨超4%，小米涨超2%，腾讯控股跌幅收窄至约0.5%，阿里巴巴-SW现跌近3%。","news_type":1},"isVote":1,"tweetType":1,"viewCount":1098,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"CN","totalScore":0},{"id":634004389,"gmtCreate":1647267746812,"gmtModify":1647267746812,"author":{"id":"5692179754380","authorId":"5692179754380","name":"摇滚流行","avatar":"https://static.laohu8.com/default-avatar.jpg","crmLevel":1,"crmLevelSwitch":0,"followedFlag":false,"idStr":"5692179754380","authorIdStr":"5692179754380"},"themes":[],"htmlText":"<a 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href=\"https://laohu8.com/S/09916\">$兴业物联(09916)$</a>感谢不中之恩","text":"$兴业物联(09916)$感谢不中之恩","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":1,"commentSize":0,"repostSize":0,"link":"https://laohu8.com/post/981814264","isVote":1,"tweetType":1,"viewCount":572,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"CN","totalScore":0},{"id":232414492111136,"gmtCreate":1697778070987,"gmtModify":1697778072443,"author":{"id":"5692179754380","authorId":"5692179754380","name":"摇滚流行","avatar":"https://static.laohu8.com/default-avatar.jpg","crmLevel":1,"crmLevelSwitch":0,"followedFlag":false,"idStr":"5692179754380","authorIdStr":"5692179754380"},"themes":[],"htmlText":"买了一千股，支持贾哥","listText":"买了一千股，支持贾哥","text":"买了一千股，支持贾哥","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":0,"commentSize":0,"repostSize":0,"link":"https://laohu8.com/post/232414492111136","repostId":"1128978285","repostType":2,"repost":{"id":"1128978285","pubTimestamp":1697726622,"share":"https://www.laohu8.com/m/news/1128978285?lang=&edition=full","pubTime":"2023-10-19 22:43","market":"us","language":"zh","title":"贾跃亭发出天问：为什么没有人买FF的股票？","url":"https://stock-news.laohu8.com/highlight/detail?id=1128978285","media":"尺度商业","summary":"失去信誉的贾跃亭，依然奔走于世界各地，为了FF能够实现他的汽车梦想。贾跃亭只得把FF的权益让出来，交给债券信托持有。为了刺激FF股价，FF还宣布了贾跃亭为首的高管增持计划，计划在未来三个月用工资的50%购买FF的A类普通股，所买股票至少锁定180天。在贾跃亭的FF市值捍卫战中，除了高管增持外，还专门聘请了公关公司对潜在的非法卖空行为展开调查，希望以此通过诉讼遏制做空者。","content":"<html><head></head><body><p>贾跃亭的心在滴血，他仰天长叹：对于FF真实价值和资本市场价值严重背离的表现，我其实是最心急如焚的。字里行间，贾跃亭都在泣血，自信取得30大进展，其造车之路却如一场马拉松，每一次承诺后，他的股票都会魔幻般地一跌绵绵无绝期。<strong>市值已经不足FF融资额的1%，所有的人都颗粒无收，令贾跃亭百思不得其解，为什么没有人买FF的股票？</strong></p><p>9年前，贾跃亭漂洋过海，跨越万里，抵达洛杉矶创立FF，投注了他的一切。他一如既往地喜欢用最时髦的词汇去描绘自己的事业，他在美国创业很难，尤其是在被誉为<a href=\"https://laohu8.com/S/5HT.SI\">皇冠</a>上明珠的“极智科技顶奢”AI电车产业的创业，更是无比的艰难。老贾说他说自己经历了想象不到的一切最糟糕的事。</p><p>造车是一项系统工程，贾跃亭飞跃万里时，他的乐视帝国正是风雨飘摇。令人意想不到的是，贾跃亭在大洋彼岸时，乐视居然起死回生，吸引了首富公子王思聪、联想教父柳传志、影视明星孙俪、<a href=\"https://laohu8.com/S/601998\">中信银行</a>、<a href=\"https://laohu8.com/S/000001\">平安银行</a>、<a href=\"https://laohu8.com/S/600036\">招商银行</a>等机构和个人投资。贾跃亭在病床上还召见了大成基金等5家机构的基金经理。公募基金冠军任泽松更是一呼百应，将乐视市值推向千亿巅峰。</p><p>无限风光在险峰。乐视崩溃的前夜，乐视汽车的PPT令<a href=\"https://laohu8.com/S/03396\">联想控股</a>、民生信托、深创投、英大资本、新华联、宏兆基金等机构趋之若鹜，第一轮10.8亿美元的融资成为2016年中<a href=\"https://laohu8.com/S/600617\">国新能源</a>汽车最大的一笔融资。贾跃亭意气风发，畅想着乐视汽车再融资3轮，到2022年总投入将达到79亿美元。乐视汽车为了在2022年实现IPO，预计2019年就能实现盈亏平衡。</p><p>乐视网的千亿市值，冠军基金经理的振臂一呼，柳传志为首的大佬们用真金白银的背书，乐视汽车还没有来得及蒙眼狂奔，乐视帝国就开始土崩瓦解。<strong>贾跃亭再次出走美国之前，让自己的老乡、<a href=\"https://laohu8.com/S/01918\">融创中国</a>的老板孙宏斌花了一百多亿接盘了乐视，贾跃亭满脸的笑容，感动得孙宏斌鼻涕一把泪一把，只是一年时间不到，孙宏斌就发现100多亿打水漂了。</strong></p><p class=\"t-img-caption\"><img src=\"https://static.tigerbbs.com/d9afaf7e1a514ed02ac2eda85cf8489d\" title=\"\" tg-width=\"1080\" tg-height=\"608\"/></p><p>第二次远赴重洋的贾跃亭，留下乐视系投资者哀鸿遍野，除了谩骂诅咒，就是泪水涟涟。没有乐视的牵绊，贾跃亭把乐视汽车等资产全数跟FF整合，他将自己的一切希望都押注到了FF上。失去信誉的贾跃亭，依然奔走于世界各地，为了FF能够实现他的汽车梦想。世上除了贾跃亭，恐怕没有第二个人能够让许家印也心甘情愿往外掏几十亿。</p><p>贾跃亭做到了，他把准了许家印的脉搏。2017年，恒大的资金链已经非常紧张，许家印从苏宁投资、正威集团、<a href=\"https://laohu8.com/S/600350\">山东高速</a>等机构募集了1300亿。那个时候的许家印意识到造车是一条更宽广的赛道，也只有造车能成为恒大的第二增长曲线。当时，各种造车新势力如雨后春笋，唯有贾跃亭的FF起步更早，而且整个研发中心在美国，距离世界顶尖技术更近。</p><p>许家印的战车上岂止苏宁张近东等人的1300亿？他跟贾跃亭一样，旗下的<a href=\"https://laohu8.com/S/06666\">恒大物业</a>、汽车、房车宝等都进行单独融资，马云的云锋基金、<a href=\"https://laohu8.com/S/00700\">腾讯</a>的马化腾、香港的大佬刘銮雄、郑家纯等都成了许家印的投资人。<strong>许家印在商场上都是他弄别人的钱，唯一从许家印身上薅走几十亿的只有贾跃亭。许家印飞到洛杉矶，参观了FF的工厂，决定向FF投资20亿美元。</strong></p><p>在FF工厂，贾跃亭脸上堆满了笑容，陪同许家印参观。许家印首笔8亿美元投下去后，两人闹掰了。为啥呢？贾跃亭一直把FF当成自己一生最心爱的作品，自己理所当然是老大。许家印不那么想，觉得自己投20亿美金下去，持股45%，我才是第一大股东。其实，在参观工厂时就露出端倪，恒大的宣传文案里，许家印的身后，贾跃亭犹如一个小跟班儿。</p><p>许家印断粮后，贾跃亭四处搞钱。期间，乐视系的债主们追到美国，逼着贾跃亭还钱。贾跃亭只得把FF的权益让出来，交给债券信托持有。<strong>为了让债主们权益最大化，贾跃亭想方设法把FF弄到美国股市上去。一辆车没有，FF经常资金链紧张，想在美股上市何其之难？美国有一个SPAC的借壳上市模式拯救了贾跃亭。2021年，FF以每股13.78美元价格上市。</strong></p><p class=\"t-img-caption\"><img src=\"https://static.tigerbbs.com/427452af7329b1ae731cb2d3e13c6d5e\" title=\"\" tg-width=\"1080\" tg-height=\"747\"/></p><p>FF的上市没有能够让债权人看到希望，更让贾跃亭心急如焚。贾跃亭倒不是担心许家印会到洛杉矶继续主张他的大股东权益，而是FF的上市没能重演2014年乐视网股价的绝处逢生，<strong>现在FF的市值只有2814万美元，距离上市时股价跌去了92%。跟30多亿美元的现金融资相比，不到1%，再这么下去，零头都快没了。望着可怜的股价，贾跃亭无比的痛心和失望。</strong></p><p>贾跃亭想不明白，如果说2023年8月之前，投资者不看好FF是因为没有车辆交付，可是8月向FF历史上第一名塔尖用户和开发者共创官交付了FF12.0未来主义者联盟版，9月向美国地产经纪大亨等用户交付了新车。10月2日还宣传交付了4辆未来主义者联盟版。可是，美国的投资者们不识货，他们要么不买FF股票，要么就发报告大张旗鼓做空FF股票。</p><p>除了交付可以掰着手指头的几辆车，贾跃亭跟黄冈市签署了战略合作框架协议，拟在黄冈市设立FF中国总部公司，并且成立了湖北FF，注册资本1亿美元。FF还任命陈雪峰为全球首席执行官常驻中国。为了刺激FF股价，FF还宣布了贾跃亭为首的高管增持计划，计划在未来三个月用工资的50%购买FF的A类普通股，所买股票至少锁定180天。</p><p>在贾跃亭的FF市值捍卫战中，除了高管增持外，还专门聘请了公关公司对潜在的非法卖空行为展开调查，希望以此通过诉讼遏制做空者。贾跃亭的6项拯救计划中，还包括公司的组织升级、降本增效、邀请媒体参访。更重要的是继续寻找战略投资者。<strong>尽管贾跃亭觉得这两年FF已经取得了诸如交付等30大进展，一个毁灭价值的FF还能找到许家印那样的金主？</strong></p><p>贾跃亭最大的困惑是为啥没有人买FF的股票。尽管乐视网曾经市值千亿，成为中国当时最大市值的科技公司，可能贾跃亭到现在还没有明白一个道理，股票的今天很重要，未来更重要，<strong>如果一家公司没有信誉，谎言都看不到明天的太阳，哪有未来呢？乐视系犹如一把把刀，刺痛投资者的心，毁灭了的岂止是千亿的财富，毁灭的是最宝贵的信任，他们割掉了贾跃亭的未来。</strong>面对贾跃亭的心急如焚，也许，<a href=\"https://laohu8.com/S/603883\">老百姓</a>会说他现在是板凳儿上睡觉，不好翻身。</p></body></html>","source":"lsy1697726635888","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>贾跃亭发出天问：为什么没有人买FF的股票？</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 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class=\"title\">\n贾跃亭发出天问：为什么没有人买FF的股票？\n</h2>\n\n<h4 class=\"meta\">\n\n\n2023-10-19 22:43 北京时间&nbsp;&nbsp;&nbsp;<a href=https://mp.weixin.qq.com/s?__biz=MjM5MTUxOTU0OA==&mid=2678706069&idx=1&sn=ff89acfd2a4a8f659a8f1e85befa709b&chksm=bce929c68b9ea0d0f110e2bb483e1ee598fe7417fce4c605a805dddce315261218bd838776cb&scene=0&xtrack=1#rd><strong>尺度商业</strong></a>\n\n\n</h4>\n\n</header>\n<article>\n<div>\n<p>贾跃亭的心在滴血，他仰天长叹：对于FF真实价值和资本市场价值严重背离的表现，我其实是最心急如焚的。字里行间，贾跃亭都在泣血，自信取得30大进展，其造车之路却如一场马拉松，每一次承诺后，他的股票都会魔幻般地一跌绵绵无绝期。市值已经不足FF融资额的1%，所有的人都颗粒无收，令贾跃亭百思不得其解，为什么没有人买FF的股票？9年前，贾跃亭漂洋过海，跨越万里，抵达洛杉矶创立FF，投注了他的一切。他一如既往地...</p>\n\n<a href=\"https://mp.weixin.qq.com/s?__biz=MjM5MTUxOTU0OA==&mid=2678706069&idx=1&sn=ff89acfd2a4a8f659a8f1e85befa709b&chksm=bce929c68b9ea0d0f110e2bb483e1ee598fe7417fce4c605a805dddce315261218bd838776cb&scene=0&xtrack=1#rd\">Web Link</a>\n\n</div>\n\n\n</article>\n</div>\n</body>\n</html>\n","type":0,"thumbnail":"https://static.tigerbbs.com/427452af7329b1ae731cb2d3e13c6d5e","relate_stocks":{"FFIE":"Faraday Future","BK4555":"新能源车","BK4099":"汽车制造商"},"source_url":"https://mp.weixin.qq.com/s?__biz=MjM5MTUxOTU0OA==&mid=2678706069&idx=1&sn=ff89acfd2a4a8f659a8f1e85befa709b&chksm=bce929c68b9ea0d0f110e2bb483e1ee598fe7417fce4c605a805dddce315261218bd838776cb&scene=0&xtrack=1#rd","is_english":false,"share_image_url":"https://static.laohu8.com/e9f99090a1c2ed51c021029395664489","article_id":"1128978285","content_text":"贾跃亭的心在滴血，他仰天长叹：对于FF真实价值和资本市场价值严重背离的表现，我其实是最心急如焚的。字里行间，贾跃亭都在泣血，自信取得30大进展，其造车之路却如一场马拉松，每一次承诺后，他的股票都会魔幻般地一跌绵绵无绝期。市值已经不足FF融资额的1%，所有的人都颗粒无收，令贾跃亭百思不得其解，为什么没有人买FF的股票？9年前，贾跃亭漂洋过海，跨越万里，抵达洛杉矶创立FF，投注了他的一切。他一如既往地喜欢用最时髦的词汇去描绘自己的事业，他在美国创业很难，尤其是在被誉为皇冠上明珠的“极智科技顶奢”AI电车产业的创业，更是无比的艰难。老贾说他说自己经历了想象不到的一切最糟糕的事。造车是一项系统工程，贾跃亭飞跃万里时，他的乐视帝国正是风雨飘摇。令人意想不到的是，贾跃亭在大洋彼岸时，乐视居然起死回生，吸引了首富公子王思聪、联想教父柳传志、影视明星孙俪、中信银行、平安银行、招商银行等机构和个人投资。贾跃亭在病床上还召见了大成基金等5家机构的基金经理。公募基金冠军任泽松更是一呼百应，将乐视市值推向千亿巅峰。无限风光在险峰。乐视崩溃的前夜，乐视汽车的PPT令联想控股、民生信托、深创投、英大资本、新华联、宏兆基金等机构趋之若鹜，第一轮10.8亿美元的融资成为2016年中国新能源汽车最大的一笔融资。贾跃亭意气风发，畅想着乐视汽车再融资3轮，到2022年总投入将达到79亿美元。乐视汽车为了在2022年实现IPO，预计2019年就能实现盈亏平衡。乐视网的千亿市值，冠军基金经理的振臂一呼，柳传志为首的大佬们用真金白银的背书，乐视汽车还没有来得及蒙眼狂奔，乐视帝国就开始土崩瓦解。贾跃亭再次出走美国之前，让自己的老乡、融创中国的老板孙宏斌花了一百多亿接盘了乐视，贾跃亭满脸的笑容，感动得孙宏斌鼻涕一把泪一把，只是一年时间不到，孙宏斌就发现100多亿打水漂了。第二次远赴重洋的贾跃亭，留下乐视系投资者哀鸿遍野，除了谩骂诅咒，就是泪水涟涟。没有乐视的牵绊，贾跃亭把乐视汽车等资产全数跟FF整合，他将自己的一切希望都押注到了FF上。失去信誉的贾跃亭，依然奔走于世界各地，为了FF能够实现他的汽车梦想。世上除了贾跃亭，恐怕没有第二个人能够让许家印也心甘情愿往外掏几十亿。贾跃亭做到了，他把准了许家印的脉搏。2017年，恒大的资金链已经非常紧张，许家印从苏宁投资、正威集团、山东高速等机构募集了1300亿。那个时候的许家印意识到造车是一条更宽广的赛道，也只有造车能成为恒大的第二增长曲线。当时，各种造车新势力如雨后春笋，唯有贾跃亭的FF起步更早，而且整个研发中心在美国，距离世界顶尖技术更近。许家印的战车上岂止苏宁张近东等人的1300亿？他跟贾跃亭一样，旗下的恒大物业、汽车、房车宝等都进行单独融资，马云的云锋基金、腾讯的马化腾、香港的大佬刘銮雄、郑家纯等都成了许家印的投资人。许家印在商场上都是他弄别人的钱，唯一从许家印身上薅走几十亿的只有贾跃亭。许家印飞到洛杉矶，参观了FF的工厂，决定向FF投资20亿美元。在FF工厂，贾跃亭脸上堆满了笑容，陪同许家印参观。许家印首笔8亿美元投下去后，两人闹掰了。为啥呢？贾跃亭一直把FF当成自己一生最心爱的作品，自己理所当然是老大。许家印不那么想，觉得自己投20亿美金下去，持股45%，我才是第一大股东。其实，在参观工厂时就露出端倪，恒大的宣传文案里，许家印的身后，贾跃亭犹如一个小跟班儿。许家印断粮后，贾跃亭四处搞钱。期间，乐视系的债主们追到美国，逼着贾跃亭还钱。贾跃亭只得把FF的权益让出来，交给债券信托持有。为了让债主们权益最大化，贾跃亭想方设法把FF弄到美国股市上去。一辆车没有，FF经常资金链紧张，想在美股上市何其之难？美国有一个SPAC的借壳上市模式拯救了贾跃亭。2021年，FF以每股13.78美元价格上市。FF的上市没有能够让债权人看到希望，更让贾跃亭心急如焚。贾跃亭倒不是担心许家印会到洛杉矶继续主张他的大股东权益，而是FF的上市没能重演2014年乐视网股价的绝处逢生，现在FF的市值只有2814万美元，距离上市时股价跌去了92%。跟30多亿美元的现金融资相比，不到1%，再这么下去，零头都快没了。望着可怜的股价，贾跃亭无比的痛心和失望。贾跃亭想不明白，如果说2023年8月之前，投资者不看好FF是因为没有车辆交付，可是8月向FF历史上第一名塔尖用户和开发者共创官交付了FF12.0未来主义者联盟版，9月向美国地产经纪大亨等用户交付了新车。10月2日还宣传交付了4辆未来主义者联盟版。可是，美国的投资者们不识货，他们要么不买FF股票，要么就发报告大张旗鼓做空FF股票。除了交付可以掰着手指头的几辆车，贾跃亭跟黄冈市签署了战略合作框架协议，拟在黄冈市设立FF中国总部公司，并且成立了湖北FF，注册资本1亿美元。FF还任命陈雪峰为全球首席执行官常驻中国。为了刺激FF股价，FF还宣布了贾跃亭为首的高管增持计划，计划在未来三个月用工资的50%购买FF的A类普通股，所买股票至少锁定180天。在贾跃亭的FF市值捍卫战中，除了高管增持外，还专门聘请了公关公司对潜在的非法卖空行为展开调查，希望以此通过诉讼遏制做空者。贾跃亭的6项拯救计划中，还包括公司的组织升级、降本增效、邀请媒体参访。更重要的是继续寻找战略投资者。尽管贾跃亭觉得这两年FF已经取得了诸如交付等30大进展，一个毁灭价值的FF还能找到许家印那样的金主？贾跃亭最大的困惑是为啥没有人买FF的股票。尽管乐视网曾经市值千亿，成为中国当时最大市值的科技公司，可能贾跃亭到现在还没有明白一个道理，股票的今天很重要，未来更重要，如果一家公司没有信誉，谎言都看不到明天的太阳，哪有未来呢？乐视系犹如一把把刀，刺痛投资者的心，毁灭了的岂止是千亿的财富，毁灭的是最宝贵的信任，他们割掉了贾跃亭的未来。面对贾跃亭的心急如焚，也许，老百姓会说他现在是板凳儿上睡觉，不好翻身。","news_type":1},"isVote":1,"tweetType":1,"viewCount":710,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"CN","totalScore":0},{"id":668795189,"gmtCreate":1665150927441,"gmtModify":1665150928414,"author":{"id":"5692179754380","authorId":"5692179754380","name":"摇滚流行","avatar":"https://static.laohu8.com/default-avatar.jpg","crmLevel":1,"crmLevelSwitch":0,"followedFlag":false,"idStr":"5692179754380","authorIdStr":"5692179754380"},"themes":[],"htmlText":"<a 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