开年已跌12%，所有人都在抛特斯拉，“木头姐”却逆势抄底_老虎社区_美港股上老虎

开年已跌12%，所有人都在抛特斯拉，“木头姐”却逆势抄底

wallstreet01-14

别人恐惧我贪婪？2023年，特斯拉“风头无两”，股价一年翻倍。但2024年伊始，特斯拉却惨遭“滑铁卢”。开年以来，特斯拉股价跌幅已达12%，创2016年以来最差开年表现。过去两周，特斯拉市值已蒸发逾940亿美元。多重利空消息接踵而至：汽车租赁巨头赫兹对电动车市场的态度大变、在中国市场再次降价，以及美国本土劳动力成本出现上升迹象。不过，在市场普遍看衰特斯拉的背景下，ARK Invest的掌门人“木头...

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西餐
·01-14
2022年木头姐的基金亏67%，2023年继续亏。2024年这种表现，那么亏损继续。从纯粹的交易技术看，TSLA熊市无疑；从交易技巧看，熊市不反转为牛市，怎么做多？
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我村我最帅
·01-14
听她吹。说不定她被套了。
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Everyone is throwing Tesla, but \"Wood Sister\" has gone against the trend","themeId":"","isJumpTheme":false,"ttsUrl":"https://static.tigerbbs.com/6aa1538b530cfc34478098ca7d907397","symbols_score_info":{"TSLL":1,"TSLA":1},"content_text":"别人恐惧我贪婪？2023年，特斯拉“风头无两”，股价一年翻倍。但2024年伊始，特斯拉却惨遭“滑铁卢”。开年以来，特斯拉股价跌幅已达12%，创2016年以来最差开年表现。过去两周，特斯拉市值已蒸发逾940亿美元。多重利空消息接踵而至：汽车租赁巨头赫兹对电动车市场的态度大变、在中国市场再次降价，以及美国本土劳动力成本出现上升迹象。不过，在市场普遍看衰特斯拉的背景下，ARK Invest的掌门人“木头姐”凯西·伍德却逆市加仓。1月11日和12日，“木头姐”旗下旗舰基金ARK Innovation ETF（ARKK）分别买入94733、93654股特斯拉股票，累计加仓近19万股。特斯拉开年即降价、租车巨头赫兹“抛盘”与2023年年初操作如出一辙，特斯拉在2024年年初再次降价。其中，其中，特斯拉中国Model3焕新版（后驱版本）和中国Model3焕新版（长续航版本）降幅分别达到1.55万元和1.15万元；Model Y（后驱版本）和Model Y（长续航版本）售价降幅为0.75万元和0.65万元。自2023年初以来，特斯拉一直在大幅降价以刺激需求，其结果是对其曾经高企的利润率不断侵蚀。三季度，特斯拉汽车毛利率从一年前的27.9%下降到16.3%。而且，在美国的工厂工人获得加薪后，特斯拉的利润压力可能会越来越大。来源：见智研究本周，租车巨头赫兹“抛盘”电动车的消息亦使不少投资者惊出“一身冷汗”。华尔街见闻提及，赫兹本周宣布出售其三分之一美国市场电动车队伍，这引起了市场对电动汽车接受度的担忧。不过，这更多是租车市场的问题，而非特斯拉自身。考克斯汽车（Cox Automotive）发布的数据显示，2023年，美国电动汽车销量同比增长45%，市场需求依然强劲。除了特斯拉自身因素外，市场还受到其他因素影响。分析认为，美国10年期国债收益率微升至3.94%以上，反映出消费者通胀超预期，这打击了部分投资者对美联储即将降息的信心，对特斯拉股价不利。这是因为，较低的利率不仅有助于抬高股票估值，还可以降低汽车融资成本，帮助特斯拉和其他公司销售更多汽车。此外，投资者的“避税策略”亦可能是特斯拉开年股价走疲的另一影响因素。2023年特斯拉股价翻倍，一些投资者为了延迟缴税，选择新的一年才抛售股票。不过，市场分析认为，这种策略对股价的影响相对有限。特斯拉为ARKK第二大持仓 仅次于coinbase目前，特斯拉是ARKK的第二大持仓股，约占投资组合的8%，仅次于该基金第一大持仓股Coinbase。华尔街见闻提及，作为特斯拉的“长期拥趸”，木头姐长期看好该股，近期持续加仓。另从技术分析的角度看，近期特斯拉股价跌破200日均线（约231美元），显示出市场对电动车定价、竞争以及利率方向的担忧。Fairlead Strategies联合创始人和市场技术分析师Katie Stockton分析称：“特斯拉跌破了其200日移动平均线，这增加了股价下行的风险，下一个更为重要的支撑位在208美元附近”。","kind":null,"is_publish_news":false,"is_publish_highlight":true,"is_publish_live":false,"is_publish_wemedia":null,"editions":null,"column":"","sentiment":"0","news_tag":"","news_rank":0,"symbols":[],"gpt_button":0},"commentList":[{"id":262841768194296,"gmtCreate":1705201785722,"gmtModify":1705201787382,"author":{"id":"3461045268106094","authorId":"3461045268106094","name":"西餐","avatar":"https://static.tigerbbs.com/3f11151131e8b4868622ad98973332f8","vip":1,"crmLevel":1,"crmLevelSwitch":0,"idStr":"3461045268106094","authorIdStr":"3461045268106094"},"htmlText":"2022年木头姐的基金亏67%，2023年继续亏。2024年这种表现，那么亏损继续。从纯粹的交易技术看，TSLA熊市无疑；从交易技巧看，熊市不反转为牛市，怎么做多？","listText":"2022年木头姐的基金亏67%，2023年继续亏。2024年这种表现，那么亏损继续。从纯粹的交易技术看，TSLA熊市无疑；从交易技巧看，熊市不反转为牛市，怎么做多？","text":"2022年木头姐的基金亏67%，2023年继续亏。2024年这种表现，那么亏损继续。从纯粹的交易技术看，TSLA熊市无疑；从交易技巧看，熊市不反转为牛市，怎么做多？","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":1,"commentSize":0,"repostSize":0,"link":"https://laohu8.com/post/262841768194296","repostId":2403712566,"repostType":4,"isVote":1,"likeStatus":false,"favoriteStatus":false,"reportStatus":false,"tweetType":1,"langContent":"CN"},{"id":262841964458064,"gmtCreate":1705201723397,"gmtModify":1705201725632,"author":{"id":"4091574108298570","authorId":"4091574108298570","name":"我村我最帅","avatar":"https://static.tigerbbs.com/6157323ad90593c9d387dea3d5d32b89","vip":1,"hat":"https://static.tigerbbs.com/b0a2963eb37c60c5d6d4a8dbcd266952","crmLevel":1,"crmLevelSwitch":0,"idStr":"4091574108298570","authorIdStr":"4091574108298570"},"htmlText":"听她吹。说不定她被套了。","listText":"听她吹。说不定她被套了。","text":"听她吹。说不定她被套了。","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":0,"commentSize":0,"repostSize":0,"link":"https://laohu8.com/post/262841964458064","repostId":2403712566,"repostType":2,"isVote":1,"likeStatus":false,"favoriteStatus":false,"reportStatus":false,"tweetType":1,"langContent":"CN"}],"hasMoreComments":true,"newsSizeData":{"likeSize":2,"commentSize":2,"repostSize":1,"favoriteSize":1,"likeStatus":false,"favoriteStatus":false}}