$特斯拉(TSLA)_老虎社区_美港股上老虎 - 老虎社区

零零落落风格怪

$特斯拉(TSLA)$ 持有空头部分除了公司本身因素之外，整体宏观经济形势也是要考虑到的，美元流动性逐渐趋紧的情况下，高估值科技股会逐渐走向悬崖高峰。一次大的业绩下跌（产能持续增长遇到瓶颈、影响销量的强社会反响的安全事件）超预期事件或者是美国权益市场风险偏好的抖变，都会为我们到来绝世的跳水。

我其实最想看到的是十年期国债利率触及新高和不及预期的财务公告一起出现，见证最壮丽的戴维斯双杀

免责声明：上述内容仅代表发帖人个人观点，不构成本平台的任何投资建议。

精彩评论

MARIODAD
2018-08-30
MARIODAD
问题是产能超级低的时候股价都比现在高，难道这一段时间的产能增长好几倍反而是利空？实在是不合理
- MARIODAD回复零零落落风格怪:
  你大概不知道具体增速
- MARIODAD回复crazydragon:
  过分了
- crazydragon:
  8月18日早上6点30分，加州Fremont特斯拉汽车工厂，油漆车间的3台机器人出现故障。Model 3生产线被迫中断运营。问题最终成功解决：机器人被恶意软件感染，这是一起工业破坏事件l。已经有了怀疑对象：一名心怀不轨的员工，他受到卖空者的指使破坏设备。
  
  空头已经开始狗急跳墙了。
  
  预计发布8月产量后(可能每周model3约8千)，股价会爆发，空头彻底完蛋!
- 零零落落风格怪:
  估值不是只有产能来决定的，另外绝对量没有意义，要看的是同比增速是否符合预期
- Tsl_ElonMusk:
  受这次私有化闹剧引起投资者对马斯克的不信任，需要一阵子消化
DreamBig572
2018-08-30
DreamBig572
我也想看

发表看法

7

1

{"i18n":{"language":"zh_CN"},"detailType":1,"isChannel":false,"data":{"magic":2,"id":254926,"tweetId":"254926","gmtCreate":1535621596156,"gmtModify":1704771893272,"author":{"id":3491954965330034,"idStr":"3491954965330034","authorId":3491954965330034,"authorIdStr":"3491954965330034","name":"零零落落风格怪","avatar":"https://static.tigerbbs.com/49ae86560baff479eda3b8dfd734f36c","vip":1,"userType":1,"introduction":"","boolIsFan":false,"boolIsHead":false,"crmLevel":2,"crmLevelSwitch":0,"individualDisplayBadges":[],"fanSize":23,"starInvestorFlag":false},"themes":[],"images":[],"coverImages":[],"extraTitle":"","html":"<html><head></head><body><p>$特斯拉(TSLA)$ 持有空头部分除了公司本身因素之外，整体宏观经济形势也是要考虑到的，美元流动性逐渐趋紧的情况下，高估值科技股会逐渐走向悬崖高峰。一次大的业绩下跌（产能持续增长遇到瓶颈、影响销量的强社会反响的安全事件）超预期事件或者是美国权益市场风险偏好的抖变，都会为我们到来绝世的跳水。</p> <p>我其实最想看到的是十年期国债利率触及新高和不及预期的财务公告一起出现，见证最壮丽的戴维斯双杀</p> <p></p></body></html>","htmlText":"<html><head></head><body><p>$特斯拉(TSLA)$ 持有空头部分除了公司本身因素之外，整体宏观经济形势也是要考虑到的，美元流动性逐渐趋紧的情况下，高估值科技股会逐渐走向悬崖高峰。一次大的业绩下跌（产能持续增长遇到瓶颈、影响销量的强社会反响的安全事件）超预期事件或者是美国权益市场风险偏好的抖变，都会为我们到来绝世的跳水。</p> <p>我其实最想看到的是十年期国债利率触及新高和不及预期的财务公告一起出现，见证最壮丽的戴维斯双杀</p> <p></p></body></html>","text":"$特斯拉(TSLA)$ 持有空头部分除了公司本身因素之外，整体宏观经济形势也是要考虑到的，美元流动性逐渐趋紧的情况下，高估值科技股会逐渐走向悬崖高峰。一次大的业绩下跌（产能持续增长遇到瓶颈、影响销量的强社会反响的安全事件）超预期事件或者是美国权益市场风险偏好的抖变，都会为我们到来绝世的跳水。 我其实最想看到的是十年期国债利率触及新高和不及预期的财务公告一起出现，见证最壮丽的戴维斯双杀","highlighted":1,"essential":1,"paper":1,"likeSize":1,"commentSize":7,"repostSize":0,"favoriteSize":0,"link":"https://laohu8.com/post/254926","repostId":0,"isVote":1,"tweetType":1,"viewCount":1612,"commentLimit":10,"likeStatus":false,"favoriteStatus":false,"reportStatus":false,"symbols":["TSLA"],"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":364,"xxTargetLangEnum":"ZH_CN"},"commentList":[{"id":971059,"commentId":"971059","gmtCreate":1535624451149,"gmtModify":1535624451149,"authorId":3445510636879519,"author":{"id":3445510636879519,"idStr":"3445510636879519","authorId":3445510636879519,"name":"MARIODAD","avatar":"https://static.tigerbbs.com/33d78242c9d69a2bcee7d34139fac00c","vip":1,"crmLevel":8,"crmLevelSwitch":0,"individualDisplayBadges":[]},"repliedAuthorId":0,"objectId":254926,"objectIdStr":"254926","type":1,"supId":0,"supIdStr":"0","prevId":0,"prevIdStr":"0","content":"问题是产能超级低的时候股价都比现在高，难道这一段时间的产能增长好几倍反而是利空？实在是不合理","text":"问题是产能超级低的时候股价都比现在高，难道这一段时间的产能增长好几倍反而是利空？实在是不合理","html":"问题是产能超级低的时候股价都比现在高，难道这一段时间的产能增长好几倍反而是利空？实在是不合理","likeSize":1,"commentSize":5,"subComments":[{"id":972943,"commentId":"972943","gmtCreate":1535662030854,"gmtModify":1535662030854,"authorId":3445510636879519,"author":{"id":3445510636879519,"idStr":"3445510636879519","authorId":3445510636879519,"name":"MARIODAD","avatar":"https://static.tigerbbs.com/33d78242c9d69a2bcee7d34139fac00c","vip":1,"crmLevel":8,"crmLevelSwitch":0,"individualDisplayBadges":[]},"repliedAuthorId":3491954965330034,"repliedAuthor":{"id":3491954965330034,"idStr":"3491954965330034","authorId":3491954965330034,"name":"零零落落风格怪","avatar":"https://static.tigerbbs.com/49ae86560baff479eda3b8dfd734f36c","vip":1,"crmLevel":2,"crmLevelSwitch":0,"individualDisplayBadges":[]},"objectId":254926,"objectIdStr":"254926","type":1,"supId":971059,"supIdStr":"971059","prevId":971237,"prevIdStr":"971237","content":"你大概不知道具体增速","text":"你大概不知道具体增速","html":"你大概不知道具体增速","disclaimerType":0},{"id":972942,"commentId":"972942","gmtCreate":1535662013675,"gmtModify":1535662013675,"authorId":3445510636879519,"author":{"id":3445510636879519,"idStr":"3445510636879519","authorId":3445510636879519,"name":"MARIODAD","avatar":"https://static.tigerbbs.com/33d78242c9d69a2bcee7d34139fac00c","vip":1,"crmLevel":8,"crmLevelSwitch":0,"individualDisplayBadges":[]},"repliedAuthorId":3479698593184883,"repliedAuthor":{"id":3479698593184883,"idStr":"3479698593184883","authorId":3479698593184883,"name":"crazydragon","avatar":"https://static.laohu8.com/default-avatar.jpg","vip":1,"crmLevel":1,"crmLevelSwitch":0,"individualDisplayBadges":[]},"objectId":254926,"objectIdStr":"254926","type":1,"supId":971059,"supIdStr":"971059","prevId":971393,"prevIdStr":"971393","content":"过分了","text":"过分了","html":"过分了","disclaimerType":0},{"id":971393,"commentId":"971393","gmtCreate":1535635390120,"gmtModify":1535635390120,"authorId":3479698593184883,"author":{"id":3479698593184883,"idStr":"3479698593184883","authorId":3479698593184883,"name":"crazydragon","avatar":"https://static.laohu8.com/default-avatar.jpg","vip":1,"crmLevel":1,"crmLevelSwitch":0,"individualDisplayBadges":[]},"repliedAuthorId":0,"objectId":254926,"objectIdStr":"254926","type":1,"supId":971059,"supIdStr":"971059","prevId":0,"prevIdStr":"0","content":"8月18日早上6点30分，加州Fremont特斯拉汽车工厂，油漆车间的3台机器人出现故障。Model 3生产线被迫中断运营。问题最终成功解决：机器人被恶意软件感染，这是一起工业破坏事件l。已经有了怀疑对象：一名心怀不轨的员工，他受到卖空者的指使破坏设备。\n<br>\n<br>空头已经开始狗急跳墙了。\n<br>\n<br>预计发布8月产量后(可能每周model3约8千)，股价会爆发，空头彻底完蛋!","text":"8月18日早上6点30分，加州Fremont特斯拉汽车工厂，油漆车间的3台机器人出现故障。Model 3生产线被迫中断运营。问题最终成功解决：机器人被恶意软件感染，这是一起工业破坏事件l。已经有了怀疑对象：一名心怀不轨的员工，他受到卖空者的指使破坏设备。\n<br>\n<br>空头已经开始狗急跳墙了。\n<br>\n<br>预计发布8月产量后(可能每周model3约8千)，股价会爆发，空头彻底完蛋!","html":"8月18日早上6点30分，加州Fremont特斯拉汽车工厂，油漆车间的3台机器人出现故障。Model 3生产线被迫中断运营。问题最终成功解决：机器人被恶意软件感染，这是一起工业破坏事件l。已经有了怀疑对象：一名心怀不轨的员工，他受到卖空者的指使破坏设备。\n<br>\n<br>空头已经开始狗急跳墙了。\n<br>\n<br>预计发布8月产量后(可能每周model3约8千)，股价会爆发，空头彻底完蛋!","disclaimerType":0},{"id":971237,"commentId":"971237","gmtCreate":1535630141364,"gmtModify":1535630141364,"authorId":3491954965330034,"author":{"id":3491954965330034,"idStr":"3491954965330034","authorId":3491954965330034,"name":"零零落落风格怪","avatar":"https://static.tigerbbs.com/49ae86560baff479eda3b8dfd734f36c","vip":1,"crmLevel":2,"crmLevelSwitch":0,"individualDisplayBadges":[]},"repliedAuthorId":0,"objectId":254926,"objectIdStr":"254926","type":1,"supId":971059,"supIdStr":"971059","prevId":0,"prevIdStr":"0","content":"估值不是只有产能来决定的，另外绝对量没有意义，要看的是同比增速是否符合预期","text":"估值不是只有产能来决定的，另外绝对量没有意义，要看的是同比增速是否符合预期","html":"估值不是只有产能来决定的，另外绝对量没有意义，要看的是同比增速是否符合预期","disclaimerType":0},{"id":971081,"commentId":"971081","gmtCreate":1535625169194,"gmtModify":1535625169194,"authorId":3494392329951656,"author":{"id":3494392329951656,"idStr":"3494392329951656","authorId":3494392329951656,"name":"Tsl_ElonMusk","avatar":"https://static.tigerbbs.com/07c4b66dfc763ad909b44305e688842a","vip":1,"crmLevel":2,"crmLevelSwitch":0,"individualDisplayBadges":[]},"repliedAuthorId":0,"objectId":254926,"objectIdStr":"254926","type":1,"supId":971059,"supIdStr":"971059","prevId":0,"prevIdStr":"0","content":"受这次私有化闹剧引起投资者对马斯克的不信任，需要一阵子消化","text":"受这次私有化闹剧引起投资者对马斯克的不信任，需要一阵子消化","html":"受这次私有化闹剧引起投资者对马斯克的不信任，需要一阵子消化","disclaimerType":0}],"verified":10,"allocateAmount":0,"commentType":"valid","coins":0,"score":0,"disclaimerType":0},{"id":971126,"commentId":"971126","gmtCreate":1535627038471,"gmtModify":1535627038471,"authorId":3479274691172880,"author":{"id":3479274691172880,"idStr":"3479274691172880","authorId":3479274691172880,"name":"DreamBig572","avatar":"https://static.laohu8.com/picture14","vip":8,"crmLevel":1,"crmLevelSwitch":0,"individualDisplayBadges":[]},"repliedAuthorId":0,"objectId":254926,"objectIdStr":"254926","type":1,"supId":0,"supIdStr":"0","prevId":0,"prevIdStr":"0","content":"我也想看","text":"我也想看","html":"我也想看","likeSize":0,"commentSize":0,"subComments":[],"verified":10,"allocateAmount":0,"commentType":"invalid","coins":0,"score":0,"disclaimerType":0}],"isCommentEnd":false,"isTiger":false,"isWeiXinMini":false,"url":"/m/post/254926"}