小特斯拉Lucid确认和CCIV合并后暴跌！黄金抄底机会？_老虎社区_美港股上老虎

小特斯拉Lucid确认和CCIV合并后暴跌！黄金抄底机会？

美股投资网2021-02-24

在价值数万亿美元的全球电动汽车革命中，有一家公司有能力与特斯拉(TSLA)一较高下。美国豪华电动汽车制造商Lucid Motors昨日确认将通过与空白支票公司Churchill Capital Corp IV(CCIV)的合并上市。通常SPAC都是在宣布合并后大涨，但为什么在证实合并后，CCIV的股价暴跌，让我们来一探究竟。强强联手，交易概览数周以来，一直有传言说Lucid Motors将通过与...

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一年翻百倍
·2021-02-26
一篇废话
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XU心心
·2021-02-25
所以为什么跌？
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YCLim
·2021-02-25
为什么大跌呢？
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ICEsh00ter
·2021-02-25
on paper all looking good [捂脸]
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Naneepoo
·2021-02-25
Long term prospects look great
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投资J
·2021-02-24
买
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Gold bargain-hunting opportunities?","themeId":null,"isJumpTheme":false,"ttsUrl":null,"symbols_score_info":{"159934":0.6,"518880":0.6,"CCIV":1,"GCmain":1,"MGCmain":1,"TSLA":1,"DUST":0.6,"SGCmain":0.6,"SGUmain":0.6,"GDX":0.6,"GLD":0.6,"IAU":0.6,"NUGT":0.6},"content_text":"在价值数万亿美元的全球电动汽车革命中，有一家公司有能力与特斯拉(TSLA)一较高下。美国豪华电动汽车制造商Lucid Motors昨日确认将通过与空白支票公司Churchill Capital Corp IV(CCIV)的合并上市。通常SPAC都是在宣布合并后大涨，但为什么在证实合并后，CCIV的股价暴跌，让我们来一探究竟。强强联手，交易概览数周以来，一直有传言说Lucid Motors将通过与空白支票公司CCIV合并上市。这些传言传出后，CCIV的股价迅速飙升。几周内，价格就从10美元涨到了近70美元。公司在宣布合并的同时也自己给出了低于市场预期的240亿的估值。而CCIV当时的股价对Lucid Motors的估值约为该估值的4倍，即1000亿美元左右。16亿股预估股票 x 10美元交易价值= 160亿美元市值117.5亿美元的EV (企业价值）意味着收盘时42.5亿美元的净现金(20.7亿美元的CCIV和来自PIPE 25亿美元)PIPE的股价是15美元，或者说1.5倍市值，每股10美元(160亿美元)因此，PIPE是160亿美元 x 1.5美元= 240亿美元交易预计于今年2季度完成。在与CCIV的合并完成后，Lucid Motors的资产负债表上预计将有45亿美元加上现有现金，为未来几年的运营提供资金。在电动汽车领域，这种现金余额是无人能及的，除了特斯拉。该笔交易对合并后公司的估值为117.5亿美元。豪华群星管理层首先是壳公司CCIV，这是目前所有在运行中的SPAC中市值排到第二名 达到46亿美元。公司的创始人和CEO是Michael Klein毕业于宾西法尼亚大学沃顿商学院，之前在战略咨询领域有35年的工作背景，其中最著名的是担任花旗市场与银行部董事长兼CEO。负责花旗全球企业和投资银行业务 以及全球交易服务 还有花旗所有的关系，咨询，承销和资本市场发行活动。其中Jony Ive 作为前苹果的首席设计官，负责苹果的所有设计工作。史蒂夫乔布斯称他为“他的创意伙伴”Lucid公司同样拥有群星管理层，包括特斯拉(Tesla)、奥迪(Audi)、苹果(Apple)、三星(Samsung)、福特(Ford)、英特尔(Intel)和通用汽车(General Motors)的前高管。这是除特斯拉之外，电动汽车行业最令人印象深刻的人才汇聚，与特斯拉相比，Lucid Motors的管理团队与特斯拉不相上下。小Tesla的名号得到沙特主权财富基金支持的Lucid还没有卖出一辆车，但它两日前的市值实际上已超过1000亿美元。Lucid Motors具备成为“下一个特斯拉”所需的一切条件，而且，它是唯一一家具备一切条件的公司。Lucid将自己定位为一个“后奢侈”品牌，专注于优雅和现代，而不是传统遗产的重点是奢华和放纵。有多贵呢？单看最入门车型便已经要价近70,000美金，而最贵的Air Dream Edition更是要161,500美金。对比之下，Tesla最新最高级的Model S Plaid也就133,000。最重要的是Lucid Motors拥有电动汽车行业中一些最好、保护最严密的巨大技术优势。在过去的10年里，Lucid已经开发、测试和微调了一款完全由公司自主研发的、最先进的电动传动系统平台——Lucid electric Advanced platform(简称LEAP)。LEAP包括:一个低地板、宽基座的“滑板”电动汽车平台，使公司的超宽敞“空间概念”室内设计成为可能;功率密度极高的驱动单元可以产生电动汽车行业中最高效的电池，电池续航里程为4.5英里/千瓦时(而特斯拉Model S的电池续航里程为4英里/千瓦时)，因此可以在不影响性能的情况下延长续航里程;一种被称为“Wunderbox”的车载增压充电技术，能够实现超高速充电速率和双向电力传输，包括车辆对电网和车辆对车辆充电。Lucid的第一款车——Lucid Air Dream，将于2021年下半年面世，这款车的续航里程超过500英里，是同类车中最好的，充电时间为20分钟，行驶300英里，在业内处于领先地位。截至2021年2月（公司发布产品之前），该公司已收到超过7500份预订，代表着大约6.5亿美元的潜在销售额。Lucid Motors已经具备了强大的生产能力。该公司在美国亚利桑那州Casa Grande的先进制造工厂(AMP-1)建立了第一个最先进的绿色电动汽车制造工厂。该工厂预计满负荷每年可生产约36.5万辆Lucid汽车。该公司打算先推出一款高端跑车(如Model S)，然后推出一款高端SUV(如Model X)，然后利用强大的品牌资产、卓越的内部技术和规模经济，在未来开始生产更多的经济型电动汽车(如Model 3)。在运营上，Lucid Motors就像10年前的特斯拉一样，拥有所有正确的成分和必要的火力，很快就能成为全球电动汽车市场的一支主要力量。全球豪华电动车市场在2018年估值为4,957亿美元，预计在2026年达到7,332亿美元。Lucid公司EV/Revenue目前处于同行业被低估水平。美股投资网 是一家专门研究美国股票的金融科技公司，由前纽约证券交易所分析师Ken创立，联合多位前摩根斯坦利分析师，谷歌 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