你的意思是说，苹果的_老虎社区_美港股上老虎

{"i18n":{"language":"zh_CN"},"data":{"magic":2,"id":628564107,"tweetId":"628564107","gmtCreate":1673351272209,"gmtModify":1673351279417,"author":{"id":3540865998061630,"idStr":"3540865998061630","authorId":3540865998061630,"authorIdStr":"3540865998061630","name":"初生的牛犊","avatar":"https://static.tigerbbs.com/6f6471eaddb6eb1ee2fb805221f88257","vip":1,"userType":1,"introduction":"","boolIsFan":false,"boolIsHead":false,"crmLevel":1,"crmLevelSwitch":0,"individualDisplayBadges":[],"fanSize":6,"starInvestorFlag":false},"themes":[],"images":[],"coverImages":[],"html":"<html><head></head><body><p>你的意思是说，苹果的市值，亚马逊的市值，沃尔玛的市值，都不应该很高</p></body></html>","htmlText":"<html><head></head><body><p>你的意思是说，苹果的市值，亚马逊的市值，沃尔玛的市值，都不应该很高</p></body></html>","text":"你的意思是说，苹果的市值，亚马逊的市值，沃尔玛的市值，都不应该很高","highlighted":1,"essential":1,"paper":1,"likeSize":1,"commentSize":2,"repostSize":0,"favoriteSize":0,"link":"https://laohu8.com/post/628564107","repostId":2302271032,"repostType":2,"repost":{"id":"2302271032","kind":"news","pubTimestamp":1673328619,"share":"https://www.laohu8.com/m/news/2302271032?lang=&edition=full","pubTime":"2023-01-10 13:30","market":"us","language":"zh","title":"对冲基金大佬Bill Miller：正在做空特斯拉，越涨越空","url":"https://stock-news.laohu8.com/highlight/detail?id=2302271032","media":"华尔街见闻","summary":"Miller认为，作为汽车制造商，特斯拉估值不应该超过全球五大汽车制造商的总和，而作为科技公司，它兜售的是个糟糕透顶的生意。连续15年战胜标普的传奇价值投资者Bill Miller表示，由于新能源汽车","content":"<html><head></head><body><blockquote><b>Miller认为，作为汽车制造商，特斯拉估值不应该超过全球五大汽车制造商的总和，而作为科技公司，它兜售的是个糟糕透顶的生意。</b></blockquote><p>连续15年战胜标普的传奇价值投资者Bill Miller表示，由于新能源汽车行业竞争日益激烈，他正在做空<a href=\"https://laohu8.com/S/TSLA\">特斯拉</a>的股票。</p><p>“<b>我最近做空了特斯拉，今天做空了更多。如果股价上涨，我会做空更多股票</b>，”Miller上周五在接受媒体采访时表示。</p><p>特斯拉统治新能源汽车行业已有十多年，但随着传统汽车制造商纷纷押注电动汽车赛道，其他新势力强势崛起，特斯拉的领先地位正在被撼动。</p><p>Miller表示：</p><p><b>特斯拉现在正在失去市场份额。</b>他们不得不降价。这是一家非凡的公司，但在我看来，它不值3800亿美元......<b>我只是认为它的价值不应该超过全球五大汽车制造商的总和。</b>而且所有这些（传统车企）都将生产电动汽车。</p><p>根据最新收盘价计算，丰田、大众、奔驰、通用、福特目前总市值约为4700亿美元。隔夜美股收盘，特斯拉股价大涨近6%，但在过去1年累跌超过65%，市值较2021年年底高点蒸发9000亿美元，约等于5个<a href=\"https://laohu8.com/S/TM\">丰田汽车</a>的市值。</p><p><img src=\"https://static.tigerbbs.com/64ef12fca1b7ecf4d0e66fe02b7a7623\" tg-width=\"840\" tg-height=\"470\" width=\"100%\" height=\"auto\"/></p><p>由于销售疲态尽显，号称不会降价的特斯拉频频打脸，去年在中国、欧美市场开启数轮降价活动，又在2023年第一周开启了新一轮全球降价，在中国和日本市场的Model 3和Model Y的起售价均下调约10%。</p><p>除了行业竞争，特斯拉本身的定位也是Miller看跌特斯拉的原因。一直以来，业界对于特斯拉的定位争议不断—— 特斯拉是一家科技公司还是一家汽车公司？Miller认为特斯拉属于后者。</p><p>正因为它是一家汽车公司，现在的估值看起来太高了。他强调，<b>特斯拉目前的估值是<a href=\"https://laohu8.com/S/GM\">通用汽车</a>500亿美元市值的7倍。</b></p><p>我认为特斯拉太贵了。特斯拉盈利比现在的汽车公司都要多。它有大量的自由现金流。<b>如果你认为它是一只科技股，那么它的市盈率应该与其主导电动汽车行业时的市盈率不相上下，这样才合理。</b></p><p>若将其作为一个科技公司看待，特斯拉和其他科技公司有一个相当大的区别，那就是汽车业对投资者来说并不那么有吸引力。Miller说：</p><p>特斯拉和其它科技股之间的区别在于，<b>它兜售的是个糟糕透顶的生意。</b>全球汽车工业是一个糟糕的行业，产能太大，而且资本回报率很低。对于特斯拉来说，它正在与一股糟糕的潮流作斗争。</p><p>无论如何，Miller都承认了这家明星汽车制造商和前全球首富的过人之处。</p><p>我认为特斯拉是一家非凡的公司。我认为埃隆•马斯克是个天才。</p><p>现年72岁的Miller是风投公司Miller Value Partners创办人兼首席执行官，在投资界有着传奇一般的经历，当年他还是Legg Mason价值信托基金操盘手时，曾经连续15年打败标普500指数，成绩斐然。</p></body></html>","source":"wallstreetcn_api","collect":0,"html":"<!DOCTYPE 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{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对冲基金大佬Bill Miller：正在做空特斯拉，越涨越空\n</h2>\n\n<h4 class=\"meta\">\n\n\n2023-01-10 13:30 北京时间&nbsp;&nbsp;&nbsp;<a href=https://wallstreetcn.com/articles/3679455><strong>华尔街见闻</strong></a>\n\n\n</h4>\n\n</header>\n<article>\n<div>\n<p>Miller认为，作为汽车制造商，特斯拉估值不应该超过全球五大汽车制造商的总和，而作为科技公司，它兜售的是个糟糕透顶的生意。连续15年战胜标普的传奇价值投资者Bill Miller表示，由于新能源汽车行业竞争日益激烈，他正在做空特斯拉的股票。“我最近做空了特斯拉，今天做空了更多。如果股价上涨，我会做空更多股票，”Miller上周五在接受媒体采访时表示。特斯拉统治新能源汽车行业已有十多年，但随着传统...</p>\n\n<a href=\"https://wallstreetcn.com/articles/3679455\">Web Link</a>\n\n</div>\n\n\n</article>\n</div>\n</body>\n</html>\n","type":0,"thumbnail":"https://static.tigerbbs.com/968c7f56416ea450ba452ed25e324d2e","relate_stocks":{"LU0348723411.USD":"ALLIANZ GLOBAL HI-TECH GROWTH \"A\" (USD) INC","LU1720051108.HKD":"ALLIANZ GLOBAL ARTIFICIAL INTELLIGENCE \"AT\" (HKD) ACC","LU0943347566.SGD":"安联收益及增长平衡基金AM H2-SGD","LU0234570918.USD":"高盛全球核心股票组合Acc Close","BK4527":"明星科技股","LU1861559042.SGD":"日兴方舟颠覆性创新基金B SGD","LU2357305700.SGD":"Allianz Global Artificial Intelligence ET H2-SGD","LU1839511570.USD":"WELLS FARGO 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特斯拉是一家科技公司还是一家汽车公司？Miller认为特斯拉属于后者。正因为它是一家汽车公司，现在的估值看起来太高了。他强调，特斯拉目前的估值是通用汽车500亿美元市值的7倍。我认为特斯拉太贵了。特斯拉盈利比现在的汽车公司都要多。它有大量的自由现金流。如果你认为它是一只科技股，那么它的市盈率应该与其主导电动汽车行业时的市盈率不相上下，这样才合理。若将其作为一个科技公司看待，特斯拉和其他科技公司有一个相当大的区别，那就是汽车业对投资者来说并不那么有吸引力。Miller说：特斯拉和其它科技股之间的区别在于，它兜售的是个糟糕透顶的生意。全球汽车工业是一个糟糕的行业，产能太大，而且资本回报率很低。对于特斯拉来说，它正在与一股糟糕的潮流作斗争。无论如何，Miller都承认了这家明星汽车制造商和前全球首富的过人之处。我认为特斯拉是一家非凡的公司。我认为埃隆•马斯克是个天才。现年72岁的Miller是风投公司Miller Value Partners创办人兼首席执行官，在投资界有着传奇一般的经历，当年他还是Legg Mason价值信托基金操盘手时，曾经连续15年打败标普500指数，成绩斐然。","news_type":1},"isVote":1,"tweetType":1,"viewCount":6140,"commentLimit":10,"likeStatus":false,"favoriteStatus":false,"reportStatus":false,"symbols":["AMZN","AAPL"],"verified":2,"subType":0,"readableState":1,"langContent":"CN","currentLanguage":"CN","warmUpFlag":false,"orderFlag":false,"shareable":true,"causeOfNotShareable":"","featuresForAnalytics":[],"commentAndTweetFlag":false,"andRepostAutoSelectedFlag":false,"upFlag":false,"length":62,"xxTargetLangEnum":"ZH_CN"},"commentList":[{"id":7833457,"commentId":"7833457","gmtCreate":1673665412870,"gmtModify":1673665426007,"authorId":3570569801814279,"author":{"id":3570569801814279,"idStr":"3570569801814279","authorId":3570569801814279,"name":"Pegasus__","avatar":"https://static.tigerbbs.com/69d1bb4b64856b774f20328a10f46234","vip":1,"crmLevel":1,"crmLevelSwitch":0,"individualDisplayBadges":[]},"repliedAuthorId":0,"objectId":628564107,"objectIdStr":"628564107","type":1,"supId":0,"supIdStr":"0","prevId":0,"prevIdStr":"0","content":"ark还在做多","text":"ark还在做多","html":"ark还在做多","likeSize":0,"commentSize":0,"subComments":[],"verified":10,"allocateAmount":0,"commentType":"valid","coins":0,"score":0},{"id":7826827,"commentId":"7826827","gmtCreate":1673360171227,"gmtModify":1673360648145,"authorId":3536722343609271,"author":{"id":3536722343609271,"idStr":"3536722343609271","authorId":3536722343609271,"name":"赵脑斧","avatar":"https://static.tigerbbs.com/f62915f31a960cc1d5faa09ec2ecb79e","vip":1,"crmLevel":5,"crmLevelSwitch":0,"individualDisplayBadges":[]},"repliedAuthorId":0,"objectId":628564107,"objectIdStr":"628564107","type":1,"supId":0,"supIdStr":"0","prevId":0,"prevIdStr":"0","content":"他们竟扯淡","text":"他们竟扯淡","html":"他们竟扯淡","likeSize":0,"commentSize":0,"subComments":[],"verified":10,"allocateAmount":0,"commentType":"valid","coins":0,"score":0}],"hasMoreComment":true,"orderType":2}

对冲基金大佬Bill Miller：正在做空特斯拉，越涨越空

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