观点 | MS的麻烦可能大了_老虎社区_美港股上老虎

观点 | MS的麻烦可能大了

老虎锐评2022-12-09

昨天晚些时候彭博发了这么一个消息，马斯克购买推特后面的银行财团（MS为首），正在考虑把马斯克的贷款给替换了，原来的利息太高。这样做的好处，是可以减少马斯克的负担。这个新闻表面上看上去平平无奇，但是逻辑上却非常不对。银行不就靠着收利息赚钱吗，收的利息越高越好，什么时候突然想到为客户减轻负担，让自己少赚钱？下图是新闻截图。根据这个新闻，马斯克现在每年的利息支出就是$12亿，这个比我之前的估计还多了$2...

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BELIM
·2022-12-09
不懂别瞎扯，老马质押股票的钱去那里了？他不买房不瞎消费，总不会给你了吧
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real大牛哥哥
·2022-12-09
老马该把SpaceX搞上市了
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艾可葵妮
·2022-12-09
不懂就问。我是现在空MS，还是空特斯拉。
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- 股捂人心:
  MS清仓是卖特斯拉股票，不过空特斯拉风险大
  2022-12-09
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番茄爸爸
·2022-12-09
。。。
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dm557
·2022-12-09
质押股票这个旧闻了，马斯克第一次卖股缴税的时候就把这债务清了。
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周氏血管_整合医疗
·2022-12-09
跌的价格合适了巴菲特来抄底了
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M829A4
·2022-12-09
MS是摩根斯坦利吗？
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11.75%）。一切都很反常，银行想为了客户降息，客户却不着急（不然这事儿也用不着曝光，很快双方就应该定了）。我能想到的一个合理解释是这样——马斯克的特斯拉股票质押率非常高，下表是之前的统计。MS和他的关系最好，所以很有可能这些股票的绝大部分都在MS。根据当前股价来看（每股$170，2020年等同于每股$510），他2020年就质押了大约$450亿，考虑到之前的股价更高，实际套现金额说不定更高，这是个非常大的数字。现在特斯拉股价已经回撤了50%，按照规定，MS必须要马斯克质押更多股票或者是让马斯克还钱。但MS接受的特斯拉股票质押可能已经太多，风控部门已经不允许马斯克继续质押股票了（想想当年乐视老板质押的股票），所以只能让马斯克还钱。但是马斯克现在是没钱的，要还钱就只能大量卖股票，而卖股票对于MS来说就是快速死亡，会触发一系列Margin 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