荒野猎人asher的个人主页 - 老虎社区

荒野猎人asher

荒野猎人asher

不贪婪，不恐惧，不后悔。没事交个朋友

IP属地：浙江

78关注

170粉丝

1主题

0勋章

荒野猎人asher

09-09

$老虎证券(TIGR)$ 如果，纳斯达克能用虚拟货币买，券商全部利空，大陆也可以用usdt买美股了

荒野猎人asher

08-27

‌$老虎证券(TIGR)$ ‌17倍市盈率，香

荒野猎人asher

08-22

$老虎证券(TIGR)$ 富途都要创新高了

荒野猎人asher

07-23

‌$老虎证券(TIGR)$ ‌标记，50

荒野猎人asher

06-26

‌$老虎证券(TIGR)$ ‌前期高点38 ，4年了，

荒野猎人asher

06-13

老虎证券

荒野猎人asher

05-27

涨了怕跌，割肉了算真正的失去，害怕失去

荒野猎人asher

05-27

失去的痛苦=2倍得到的快乐

荒野猎人asher

05-27

得到是快乐是失去痛苦的2倍。

荒野猎人asher

2023-09-08

‌$Faraday Future(FFIE)$ ‌感谢老贾

荒野猎人asher

2023-03-03

$Faraday Future(FFIE)$ 其实这是一个游戏。名字叫最终幻想。

荒野猎人asher

2023-02-16

‌$Faraday Future(FFIE)$ ‌加油老贾

荒野猎人asher

2023-02-15

‌$Faraday Future(FFIE)$ ‌跑

荒野猎人asher

2023-01-24

$Faraday Future(FFIE)$

荒野猎人asher

2023-01-14

‌$Faraday Future(FFIE)$ ‌现在可比刚上市的时候好多了，为啥现在不敢买了。量不量产根本无所谓，翻几倍好像更简单。

荒野猎人asher

2022-12-01

wash money 的工具？

凭什么贾跃亭的FF还能活着？

荒野猎人asher

2022-06-25

$DiDi Global Inc.(DIDIY)$就这？

荒野猎人asher

2021-11-10

$怪兽充电(EM)$ 几天都没人发言，真惨

荒野猎人asher

2021-07-03

$爱奇艺(IQ)$爱奇艺啥时候回港

荒野猎人asher

2021-06-14

$老虎证券(TIGR)$期权计算器在哪里

去老虎APP查看更多动态

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富途都要创新高了","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":3,"commentSize":0,"repostSize":0,"link":"https://laohu8.com/post/470378685874264","isVote":1,"tweetType":1,"viewCount":518,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"CN","totalScore":0},{"id":459526357303536,"gmtCreate":1753239439824,"gmtModify":1753239440837,"author":{"id":"3450929526994286","authorId":"3450929526994286","name":"荒野猎人asher","avatar":"https://static.tigerbbs.com/aa167f4724c5d1b17a3b17affaddf88e","crmLevel":9,"crmLevelSwitch":0,"followedFlag":false,"idStr":"3450929526994286","authorIdStr":"3450929526994286"},"themes":[],"htmlText":"‌<a href=\"https://laohu8.com/S/TIGR\">$老虎证券(TIGR)$ &nbsp;</a>‌标记，50","listText":"‌<a href=\"https://laohu8.com/S/TIGR\">$老虎证券(TIGR)$ &nbsp;</a>‌标记，50","text":"‌$老虎证券(TIGR)$ 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，4年了，","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":5,"commentSize":0,"repostSize":0,"link":"https://laohu8.com/post/450039565066496","isVote":1,"tweetType":1,"viewCount":1244,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"CN","totalScore":0},{"id":445559156752992,"gmtCreate":1749785416931,"gmtModify":1749788888477,"author":{"id":"3450929526994286","authorId":"3450929526994286","name":"荒野猎人asher","avatar":"https://static.tigerbbs.com/aa167f4724c5d1b17a3b17affaddf88e","crmLevel":9,"crmLevelSwitch":0,"followedFlag":false,"idStr":"3450929526994286","authorIdStr":"3450929526994286"},"themes":[],"htmlText":"老虎证券","listText":"老虎证券","text":"老虎证券","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":1,"commentSize":0,"repostSize":0,"link":"https://laohu8.com/post/445559156752992","isVote":1,"tweetType":1,"viewCount":532,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"CN","totalScore":0},{"id":439453500530872,"gmtCreate":1748307232084,"gmtModify":1748307233667,"author":{"id":"3450929526994286","authorId":"3450929526994286","name":"荒野猎人asher","avatar":"https://static.tigerbbs.com/aa167f4724c5d1b17a3b17affaddf88e","crmLevel":9,"crmLevelSwitch":0,"followedFlag":false,"idStr":"3450929526994286","authorIdStr":"3450929526994286"},"themes":[],"htmlText":"涨了怕跌，割肉了算真正的失去，害怕失去","listText":"涨了怕跌，割肉了算真正的失去，害怕失去","text":"涨了怕跌，割肉了算真正的失去，害怕失去","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":1,"commentSize":0,"repostSize":0,"link":"https://laohu8.com/post/439453500530872","isVote":1,"tweetType":1,"viewCount":460,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"CN","totalScore":0},{"id":439453764215440,"gmtCreate":1748307164593,"gmtModify":1748307166647,"author":{"id":"3450929526994286","authorId":"3450929526994286","name":"荒野猎人asher","avatar":"https://static.tigerbbs.com/aa167f4724c5d1b17a3b17affaddf88e","crmLevel":9,"crmLevelSwitch":0,"followedFlag":false,"idStr":"3450929526994286","authorIdStr":"3450929526994286"},"themes":[],"htmlText":"失去的痛苦=2倍得到的快乐","listText":"失去的痛苦=2倍得到的快乐","text":"失去的痛苦=2倍得到的快乐","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":1,"commentSize":0,"repostSize":0,"link":"https://laohu8.com/post/439453764215440","isVote":1,"tweetType":1,"viewCount":750,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"CN","totalScore":0},{"id":439453031407872,"gmtCreate":1748307027235,"gmtModify":1748307029288,"author":{"id":"3450929526994286","authorId":"3450929526994286","name":"荒野猎人asher","avatar":"https://static.tigerbbs.com/aa167f4724c5d1b17a3b17affaddf88e","crmLevel":9,"crmLevelSwitch":0,"followedFlag":false,"idStr":"3450929526994286","authorIdStr":"3450929526994286"},"themes":[],"htmlText":"得到是快乐是失去痛苦的2倍。","listText":"得到是快乐是失去痛苦的2倍。","text":"得到是快乐是失去痛苦的2倍。","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":1,"commentSize":0,"repostSize":0,"link":"https://laohu8.com/post/439453031407872","isVote":1,"tweetType":1,"viewCount":667,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"CN","totalScore":0},{"id":217660978520128,"gmtCreate":1694167193875,"gmtModify":1694167194714,"author":{"id":"3450929526994286","authorId":"3450929526994286","name":"荒野猎人asher","avatar":"https://static.tigerbbs.com/aa167f4724c5d1b17a3b17affaddf88e","crmLevel":9,"crmLevelSwitch":0,"followedFlag":false,"idStr":"3450929526994286","authorIdStr":"3450929526994286"},"themes":[],"htmlText":"‌<a 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91上带ChatGPT嘛！？有人知道吗？所谓塔尖级产品必须有，不然要打脸[捂脸]"}],"imageCount":1,"langContent":"CN","totalScore":0},{"id":625200947,"gmtCreate":1676463611789,"gmtModify":1676472502383,"author":{"id":"3450929526994286","authorId":"3450929526994286","name":"荒野猎人asher","avatar":"https://static.tigerbbs.com/aa167f4724c5d1b17a3b17affaddf88e","crmLevel":9,"crmLevelSwitch":0,"followedFlag":false,"idStr":"3450929526994286","authorIdStr":"3450929526994286"},"themes":[],"htmlText":"‌<a href=\"https://laohu8.com/S/FFIE\">$Faraday Future(FFIE)$ &nbsp;</a>‌跑","listText":"‌<a href=\"https://laohu8.com/S/FFIE\">$Faraday Future(FFIE)$ &nbsp;</a>‌跑","text":"‌$Faraday Future(FFIE)$ ‌跑","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":1,"commentSize":0,"repostSize":0,"link":"https://laohu8.com/post/625200947","isVote":1,"tweetType":1,"viewCount":2598,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"CN","totalScore":0},{"id":626563156,"gmtCreate":1674514778375,"gmtModify":1674520479623,"author":{"id":"3450929526994286","authorId":"3450929526994286","name":"荒野猎人asher","avatar":"https://static.tigerbbs.com/aa167f4724c5d1b17a3b17affaddf88e","crmLevel":9,"crmLevelSwitch":0,"followedFlag":false,"idStr":"3450929526994286","authorIdStr":"3450929526994286"},"themes":[],"htmlText":"<a href=\"https://laohu8.com/S/FFIE\">$Faraday Future(FFIE)$ &nbsp;</a>","listText":"<a href=\"https://laohu8.com/S/FFIE\">$Faraday Future(FFIE)$ &nbsp;</a>","text":"$Faraday Future(FFIE)$","images":[{"img":"https://static.tigerbbs.com/6f5e565cedfcca254ce4cf9d0d58d02b","width":"1152","height":"2327"}],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":3,"commentSize":0,"repostSize":0,"link":"https://laohu8.com/post/626563156","isVote":1,"tweetType":1,"viewCount":1405,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":1,"langContent":"EN","totalScore":0},{"id":626952279,"gmtCreate":1673677506092,"gmtModify":1673677507310,"author":{"id":"3450929526994286","authorId":"3450929526994286","name":"荒野猎人asher","avatar":"https://static.tigerbbs.com/aa167f4724c5d1b17a3b17affaddf88e","crmLevel":9,"crmLevelSwitch":0,"followedFlag":false,"idStr":"3450929526994286","authorIdStr":"3450929526994286"},"themes":[],"htmlText":"‌<a href=\"https://laohu8.com/S/FFIE\">$Faraday Future(FFIE)$ &nbsp;</a>‌现在可比刚上市的时候好多了 ，为啥现在不敢买了。量不量产根本无所谓，翻几倍好像更简单。","listText":"‌<a href=\"https://laohu8.com/S/FFIE\">$Faraday Future(FFIE)$ &nbsp;</a>‌现在可比刚上市的时候好多了 ，为啥现在不敢买了。量不量产根本无所谓，翻几倍好像更简单。","text":"‌$Faraday Future(FFIE)$ ‌现在可比刚上市的时候好多了 ，为啥现在不敢买了。量不量产根本无所谓，翻几倍好像更简单。","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":7,"commentSize":3,"repostSize":0,"link":"https://laohu8.com/post/626952279","isVote":1,"tweetType":1,"viewCount":10554,"authorTweetTopStatus":1,"verified":2,"comments":[{"author":{"id":"3507603047691842","authorId":"3507603047691842","name":"Doctor_Speed","avatar":"https://static.tigerbbs.com/df243e1a4924a1188027dd92cc3a575f","crmLevel":1,"crmLevelSwitch":1,"idStr":"3507603047691842","authorIdStr":"3507603047691842"},"content":"现在是恐惧期间 等涨上来了 那些恐惧的人就不会恐惧 所以要收割恐惧的人，击鼓传花的游戏","text":"现在是恐惧期间 等涨上来了 那些恐惧的人就不会恐惧 所以要收割恐惧的人，击鼓传花的游戏","html":"现在是恐惧期间 等涨上来了 那些恐惧的人就不会恐惧 所以要收割恐惧的人，击鼓传花的游戏"}],"imageCount":0,"langContent":"CN","totalScore":0},{"id":620487662,"gmtCreate":1669904688056,"gmtModify":1669904689936,"author":{"id":"3450929526994286","authorId":"3450929526994286","name":"荒野猎人asher","avatar":"https://static.tigerbbs.com/aa167f4724c5d1b17a3b17affaddf88e","crmLevel":9,"crmLevelSwitch":0,"followedFlag":false,"idStr":"3450929526994286","authorIdStr":"3450929526994286"},"themes":[],"htmlText":"wash money 的工具？","listText":"wash money 的工具？","text":"wash money 的工具？","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":1,"commentSize":0,"repostSize":0,"link":"https://laohu8.com/post/620487662","repostId":"1164019071","repostType":2,"repost":{"id":"1164019071","kind":"news","pubTimestamp":1669895906,"share":"https://www.laohu8.com/m/news/1164019071?lang=&edition=full","pubTime":"2022-12-01 19:58","market":"us","language":"zh","title":"凭什么贾跃亭的FF还能活着？","url":"https://stock-news.laohu8.com/highlight/detail?id=1164019071","media":"雷科技leitech","summary":"2014 年创立法拉第未来（Faraday Future），2017 年被至少 20 家法院发布人身限制和资产冻结，随后成功跑路美国。五年了，从贾跃亭跑路开始，法拉第未来汽车就成为了「下周回国」贾老板","content":"<html><head></head><body><p>2014 年创立法拉第未来（Faraday Future），2017 年被至少 20 家法院发布人身限制和资产冻结，随后成功跑路美国。</p><p>五年了，从贾跃亭跑路开始，法拉第未来汽车就成为了「下周回国」贾老板最重要的「人生理想」。但五年了，从FF 91发布到今天依然没有实现量产交付。在本月发布的财报中，法拉第未来又一次宣布跳票，FF 91原定在今年第四季度的交付时间无法如期实现，原因是：</p><p><b>由于获得资金承诺的时间被推迟。</b></p><p>你可以理解为「缺钱，所以造不出。」法拉第未来甚至表示，可预见的未来将继续产生巨额运营亏损，对公司继续经营的能力「深表怀疑」。</p><p>仅仅过去几天。11 月 29 日，法拉第未来宣布解除毕福康（Carsten Breitfeld）全球 CEO 的职务，由陈雪峰接任，并指出陈雪峰作为全球 CEO 的首要任务是实现 FF 91 Futurist 的量产交付，履行对股东、投资者、全球合作伙伴、用户和员工的承诺。次日，法拉第未来产品执行主管罗伯特·克鲁泽也跟随毕福康选择了离开。</p><p><img src=\"https://static.tigerbbs.com/7795268f3a94df1fbfd71797fc45e88b\" tg-width=\"1400\" tg-height=\"933\" referrerpolicy=\"no-referrer\"/>贾跃亭和毕福康，图/法拉第未来</p><p>三年前，正是乐视、法拉第未来创始人贾跃亭将公司全球 CEO 的位置「让给」毕福康（宝马 i8 之父）。但是当一位 CEO 对自己公司都没了信心，贾跃亭的选择自然是换掉。</p><p>都是互联网公司创始人跨界造车，差距怎么就这么大？也是在 2014 年，UC 浏览器创始人何小鹏成立了小鹏汽车，到 2018 年就实现了交付。<b>而花了两倍于小鹏的时间，法拉第未来的量产交付依然是一场「狼来了」的故事。</b></p><p>唯一佩服的是，奇点、游侠、拜腾、绿驰……一众无法量产交付汽车新势力要么已经申请破产，要么也是陷入无限期停摆，也就是贾跃亭和法拉第未来活得最久。</p><p><b>八年造车，N 次「狼来了」</b></p><p>2015 年，贾跃亭在乐视超级手机发布会上高呼，「让我们一起，为梦想窒息。」</p><p>但看似庞大的乐视帝国，转眼间就开始崩盘。而贾跃亭本人，2014 年早在美国成立了法拉第未来，乐视崩盘初期（2017 年年初）就金蝉脱壳，远赴美国，美其名曰「为了全力以赴实现 FF 91 最快量产上市」，至今未归。</p><p>FF 91 的量产故事也由此拉开了序幕。</p><p>贾跃亭跑路到美国不久就发布了一则「关于 FF 91 量产取得重大进展并启动全新生产计划」。直到年底，媒体实地探访发现，法拉第未来的美国工厂内荒草丛生，没有任何生产设备，自然也是无一人打卡上班。<b>几天后，法拉第未来仍然回应称，2018 年交付的目标不变。</b></p><p>到 2018 年，同期成立的蔚来和小鹏陆续开始量产交付，汽车新势力越发得到外界关注。<b>贾跃亭也躁动起来，交付是不可能交付，于是开始各种预告 FF 91 即将量产，并在接下来整整预告了两年。</b></p><p>直到法拉第未来官方在去年 5 月宣布，首款量产电动车 FF 91 即将在纽约与消费者见面。<b>同年 7 月，法拉第未来挂牌上市了，量产车还是不见动静。</b></p><p>「狼来了」的故事看多了也就没意思。除了挂牌上市，贾跃亭和法拉第未来的所谓承诺几乎无一实现，两者在微博上数年如一日地渲染「FF 91 即将量产」的假象，去年许诺在 2022 年 7 月的量产交付时间也一推再推到年底。现在干脆不装了，直接表示无法如期实现。可以预见，不久后法拉第未来或者贾跃亭将会再次给出新的交付时间，然后再次跳票。</p><p><b>公允地说，造车确实是一件「九死一生」的事情，投入的资金规模和时间也远超很多行业。</b>雷军去年宣布小米造车时就表示，首期投入 100 亿元人民币，预计 2024 年交付，这同样也是百度旗下集度汽车预计量产交付的时间。早期的汽车新势力，比如蔚小理更是都花了四年才开始量产交付。</p><p>但对贾跃亭和法拉第未来来说，他们似乎从来没有认真对待交付时间表，永远都是只差「一步之遥」，可这一步从 FF 91 发布算起也过了五年，足够蔚小理从头再来一遍。</p><p><b>法拉第未来的造车能力也普遍遭到质疑。</b>2021 年 10 月，美国做空机构 J Capital Research 就抛出一份长达 28 页的沽空报告，明确质疑法拉第未来的造车能力，「我们认为，Faraday Future 永远也卖不出一辆车，」J Capital Research 在报告中表示。</p><p>电动汽车的故事很大，讲故事的人既有理想主义者，也有投机主义者。一般来说，当潮水褪去，大量投机者要么早早卷起资金跑路，要么渴死在沙滩之上，<b>但法拉第未来偏偏还活在沙滩上，这当然不是靠魔法。</b></p><p><b>融资续命，继续造梦</b></p><p>法拉第未来的资金短缺问题已经是一个公开的秘密。事实上，成立八年，法拉第未来一直都是靠不断地融资为其「续命」。</p><p>法拉第未来的初期资金主要来自贾跃亭对乐视的股权质押，乐视崩盘之后，「白衣骑士」孙宏斌（融创中国董事长）给了乐视 150 亿元人民币的「接盘费」，很快消失地一干二净，贾跃亭个人就从中拿到了 60 亿元。</p><p>但造车是个销金窟。央视就曾直接点名现在已经破产的拜腾汽车，「烧光 84 亿，还造不出车。」</p><p>法拉第未来也好不上多少，贾跃亭跑路美国的第二年（2018 年），该公司就到了破产边缘，三大创始人之一的 Nick Sampson 在离职信中表示：「法拉第未来确实在资金和人力方面已经面临『破产』，最好的情况也是会在未来可见的日子里挣扎前行。」</p><p>贾跃亭硬是找来了第二位「白衣骑士」许家印（恒大创始人）。许家印计划三年投入 20 亿美元，首批资金 8 亿美元。但首批 8 亿美元很快就被消耗殆尽，贾跃亭还提出提前再支付 7 亿美元的要求，被恒大拒绝，最终贾跃亭又在香港仲裁中心提出仲裁，要求解除双方的所有协议。</p><p><b>造车八年，据企查查显示，法拉第未来共有 14 次融资记录，总共融资超 50 亿美元，2020 年甚至差点拿到珠海国资的 20 亿元人民币融资。</b></p><p>50 多亿美元都没砸出的 FF 91 量产计划，现在又缺钱了。</p><p>据法拉第未来提交给 SEC（美国证券交易委员会）的文件显示，截至今年 9 月 21 日，该公司的现金储备约为 3350 万美元。</p><p>但就在「拨乱反正」解决高层内斗的 9 月底，贾跃亭又为已经弹尽粮绝的法拉第未来再次「续命」——获得来自 Daguan 和 ATW 超过 1 亿美元的融资。而在那场「破乱反正」的行动中，第三大股东恒大也站在了贾跃亭一边。到本月中旬，法拉第未来宣布再得一笔 3.5 亿美元融资，来自投资管理公司 Yorkville Advisors Global L。</p><p>复盘乐视倾塌的原因时，贾跃亭曾在内部信中说：<b>「我们的融资能力不强，方式单一、资本结构不合理，外部融资规模难以满足快速放大的资金需求。」</b></p><p>谦虚了。</p><p>事实证明，贾跃亭不仅融资能力极强，前前后后在国内和海外找到无数愿意「为梦想窒息」的投资人，还是个非常会讲故事的人，就连曾经针锋相对的恒大都能愿意挺身相助，要说缺点，也就是造不出车。</p><p><b>一步之遥的故事结局</b></p><p>回头看，法拉第未来数次面临资金链的断裂，每每贾跃亭都能找到新的金主和融资。</p><p>但如果对比法拉第未来和「蔚小理」，又会发现法拉第未来背后的投资机构，<b>既不存在蔚来背后的腾讯、Baillie Gifford（特斯拉最大机构持股者）、淡马锡，也没有小鹏背后的阿里、IDG、小米和 GGV 这样的行业知名又有过硬实力的投资机构和公司。</b></p><p>就连恒大，原计划 20 亿美元的投资也意在造自己的车。</p><p>大机构明白法拉第未来的造车实力，不屑于「病急乱投医」。而其他投资机构愿意帮助贾跃亭，一方面大家都看到了电动汽车市场的庞大前景，但已经量产交付的新势力入场门槛都太高，就算能进入获得的利益也有限。</p><p><b>相比之下，法拉第未来比起其他从零开始的造车团队无疑离交付更近一些，汽车产业背景的高管团队也是核心依仗之一，而高风险背后也有高收益。</b></p><p>另一方面，不管你喜不喜欢他，都不能否认围绕贾跃亭的关注度远胜过大量「边缘化」的新造车公司，不信想想你知道的所有新造车公司。毕竟「黑红也是红」，这对初创公司，尤其是汽车初创公司来说同样至关重要，因为公司必须在公众中保持一定曝光度，不管是为了后续的融资，还是最终的量产交付。</p><p>但毕竟八年了。法拉第未来成立的 2014 年，姜文的《一步之遥》也上映了。</p><p>电影里，文章扮演的军阀之子武七求助姜文扮演的马走日帮忙「洗钱」——让他从 old money（暴发户）变成 new money（贵族），就提了一个要求：「得花的体面，您自个拿。」</p><p>2020 年，贾跃亭在自己的文章中写道：「有朋友劝过我放弃 FF，把股权卖掉然后用破产清算的方式『躲』在美国一了百了，但他还是不够了解我，放弃和逃避从来也永远不会是我人生的选项。」</p><p>那太不体面。<b>从乐视帝国缔造者到老赖，贾跃亭或许并不愿意接受这样一种身份的转变，从跑路的那一刻起就把法拉第未来视为东山再起的决定性机会。</b></p><p>电影里姜文的选择是办一场轰轰烈烈的花国总统选举，但选举并没有让武七成为 new money。现实里贾跃亭选择了造车，但造车故事到今天已经讲了八年，故事离完结永远只差一步之遥。</p><p>而我相信，只要电动汽车产业的机会还在，贾跃亭就还有机会让这个故事再继续连载下去。</p></body></html>","source":"lsy1582681620135","collect":0,"html":"<!DOCTYPE html>\n<html>\n<head>\n<meta http-equiv=\"Content-Type\" content=\"text/html; charset=utf-8\" />\n<meta name=\"viewport\" content=\"width=device-width,initial-scale=1.0,minimum-scale=1.0,maximum-scale=1.0,user-scalable=no\"/>\n<meta name=\"format-detection\" content=\"telephone=no,email=no,address=no\" />\n<title>凭什么贾跃亭的FF还能活着？</title>\n<style type=\"text/css\">\na,abbr,acronym,address,applet,article,aside,audio,b,big,blockquote,body,canvas,caption,center,cite,code,dd,del,details,dfn,div,dl,dt,\nem,embed,fieldset,figcaption,figure,footer,form,h1,h2,h3,h4,h5,h6,header,hgroup,html,i,iframe,img,ins,kbd,label,legend,li,mark,menu,nav,\nobject,ol,output,p,pre,q,ruby,s,samp,section,small,span,strike,strong,sub,summary,sup,table,tbody,td,tfoot,th,thead,time,tr,tt,u,ul,var,video{ font:inherit;margin:0;padding:0;vertical-align:baseline;border:0 }\nbody{ font-size:16px; line-height:1.5; color:#999; background:transparent; }\n.wrapper{ overflow:hidden;word-break:break-all;padding:10px; }\nh1,h2{ font-weight:normal; line-height:1.35; margin-bottom:.6em; }\nh3,h4,h5,h6{ line-height:1.35; margin-bottom:1em; }\nh1{ 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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凭什么贾跃亭的FF还能活着？\n</h2>\n\n<h4 class=\"meta\">\n\n\n2022-12-01 19:58 北京时间&nbsp;&nbsp;&nbsp;<a href=https://www.tmtpost.com/6333480.html><strong>雷科技leitech</strong></a>\n\n\n</h4>\n\n</header>\n<article>\n<div>\n<p>2014 年创立法拉第未来（Faraday Future），2017 年被至少 20 家法院发布人身限制和资产冻结，随后成功跑路美国。五年了，从贾跃亭跑路开始，法拉第未来汽车就成为了「下周回国」贾老板最重要的「人生理想」。但五年了，从FF 91发布到今天依然没有实现量产交付。在本月发布的财报中，法拉第未来又一次宣布跳票，FF 91原定在今年第四季度的交付时间无法如期实现，原因是：由于获得资金承诺的...</p>\n\n<a href=\"https://www.tmtpost.com/6333480.html\">Web Link</a>\n\n</div>\n\n\n</article>\n</div>\n</body>\n</html>\n","type":0,"thumbnail":"https://static.tigerbbs.com/1a3754f388f30b5f7e5d59651613a82b","relate_stocks":{},"source_url":"https://www.tmtpost.com/6333480.html","is_english":false,"share_image_url":"https://static.laohu8.com/e9f99090a1c2ed51c021029395664489","article_id":"1164019071","content_text":"2014 年创立法拉第未来（Faraday Future），2017 年被至少 20 家法院发布人身限制和资产冻结，随后成功跑路美国。五年了，从贾跃亭跑路开始，法拉第未来汽车就成为了「下周回国」贾老板最重要的「人生理想」。但五年了，从FF 91发布到今天依然没有实现量产交付。在本月发布的财报中，法拉第未来又一次宣布跳票，FF 91原定在今年第四季度的交付时间无法如期实现，原因是：由于获得资金承诺的时间被推迟。你可以理解为「缺钱，所以造不出。」法拉第未来甚至表示，可预见的未来将继续产生巨额运营亏损，对公司继续经营的能力「深表怀疑」。仅仅过去几天。11 月 29 日，法拉第未来宣布解除毕福康（Carsten Breitfeld）全球 CEO 的职务，由陈雪峰接任，并指出陈雪峰作为全球 CEO 的首要任务是实现 FF 91 Futurist 的量产交付，履行对股东、投资者、全球合作伙伴、用户和员工的承诺。次日，法拉第未来产品执行主管罗伯特·克鲁泽也跟随毕福康选择了离开。贾跃亭和毕福康，图/法拉第未来三年前，正是乐视、法拉第未来创始人贾跃亭将公司全球 CEO 的位置「让给」毕福康（宝马 i8 之父）。但是当一位 CEO 对自己公司都没了信心，贾跃亭的选择自然是换掉。都是互联网公司创始人跨界造车，差距怎么就这么大？也是在 2014 年，UC 浏览器创始人何小鹏成立了小鹏汽车，到 2018 年就实现了交付。而花了两倍于小鹏的时间，法拉第未来的量产交付依然是一场「狼来了」的故事。唯一佩服的是，奇点、游侠、拜腾、绿驰……一众无法量产交付汽车新势力要么已经申请破产，要么也是陷入无限期停摆，也就是贾跃亭和法拉第未来活得最久。八年造车，N 次「狼来了」2015 年，贾跃亭在乐视超级手机发布会上高呼，「让我们一起，为梦想窒息。」但看似庞大的乐视帝国，转眼间就开始崩盘。而贾跃亭本人，2014 年早在美国成立了法拉第未来，乐视崩盘初期（2017 年年初）就金蝉脱壳，远赴美国，美其名曰「为了全力以赴实现 FF 91 最快量产上市」，至今未归。FF 91 的量产故事也由此拉开了序幕。贾跃亭跑路到美国不久就发布了一则「关于 FF 91 量产取得重大进展并启动全新生产计划」。直到年底，媒体实地探访发现，法拉第未来的美国工厂内荒草丛生，没有任何生产设备，自然也是无一人打卡上班。几天后，法拉第未来仍然回应称，2018 年交付的目标不变。到 2018 年，同期成立的蔚来和小鹏陆续开始量产交付，汽车新势力越发得到外界关注。贾跃亭也躁动起来，交付是不可能交付，于是开始各种预告 FF 91 即将量产，并在接下来整整预告了两年。直到法拉第未来官方在去年 5 月宣布，首款量产电动车 FF 91 即将在纽约与消费者见面。同年 7 月，法拉第未来挂牌上市了，量产车还是不见动静。「狼来了」的故事看多了也就没意思。除了挂牌上市，贾跃亭和法拉第未来的所谓承诺几乎无一实现，两者在微博上数年如一日地渲染「FF 91 即将量产」的假象，去年许诺在 2022 年 7 月的量产交付时间也一推再推到年底。现在干脆不装了，直接表示无法如期实现。可以预见，不久后法拉第未来或者贾跃亭将会再次给出新的交付时间，然后再次跳票。公允地说，造车确实是一件「九死一生」的事情，投入的资金规模和时间也远超很多行业。雷军去年宣布小米造车时就表示，首期投入 100 亿元人民币，预计 2024 年交付，这同样也是百度旗下集度汽车预计量产交付的时间。早期的汽车新势力，比如蔚小理更是都花了四年才开始量产交付。但对贾跃亭和法拉第未来来说，他们似乎从来没有认真对待交付时间表，永远都是只差「一步之遥」，可这一步从 FF 91 发布算起也过了五年，足够蔚小理从头再来一遍。法拉第未来的造车能力也普遍遭到质疑。2021 年 10 月，美国做空机构 J Capital Research 就抛出一份长达 28 页的沽空报告，明确质疑法拉第未来的造车能力，「我们认为，Faraday Future 永远也卖不出一辆车，」J Capital Research 在报告中表示。电动汽车的故事很大，讲故事的人既有理想主义者，也有投机主义者。一般来说，当潮水褪去，大量投机者要么早早卷起资金跑路，要么渴死在沙滩之上，但法拉第未来偏偏还活在沙滩上，这当然不是靠魔法。融资续命，继续造梦法拉第未来的资金短缺问题已经是一个公开的秘密。事实上，成立八年，法拉第未来一直都是靠不断地融资为其「续命」。法拉第未来的初期资金主要来自贾跃亭对乐视的股权质押，乐视崩盘之后，「白衣骑士」孙宏斌（融创中国董事长）给了乐视 150 亿元人民币的「接盘费」，很快消失地一干二净，贾跃亭个人就从中拿到了 60 亿元。但造车是个销金窟。央视就曾直接点名现在已经破产的拜腾汽车，「烧光 84 亿，还造不出车。」法拉第未来也好不上多少，贾跃亭跑路美国的第二年（2018 年），该公司就到了破产边缘，三大创始人之一的 Nick Sampson 在离职信中表示：「法拉第未来确实在资金和人力方面已经面临『破产』，最好的情况也是会在未来可见的日子里挣扎前行。」贾跃亭硬是找来了第二位「白衣骑士」许家印（恒大创始人）。许家印计划三年投入 20 亿美元，首批资金 8 亿美元。但首批 8 亿美元很快就被消耗殆尽，贾跃亭还提出提前再支付 7 亿美元的要求，被恒大拒绝，最终贾跃亭又在香港仲裁中心提出仲裁，要求解除双方的所有协议。造车八年，据企查查显示，法拉第未来共有 14 次融资记录，总共融资超 50 亿美元，2020 年甚至差点拿到珠海国资的 20 亿元人民币融资。50 多亿美元都没砸出的 FF 91 量产计划，现在又缺钱了。据法拉第未来提交给 SEC（美国证券交易委员会）的文件显示，截至今年 9 月 21 日，该公司的现金储备约为 3350 万美元。但就在「拨乱反正」解决高层内斗的 9 月底，贾跃亭又为已经弹尽粮绝的法拉第未来再次「续命」——获得来自 Daguan 和 ATW 超过 1 亿美元的融资。而在那场「破乱反正」的行动中，第三大股东恒大也站在了贾跃亭一边。到本月中旬，法拉第未来宣布再得一笔 3.5 亿美元融资，来自投资管理公司 Yorkville Advisors Global L。复盘乐视倾塌的原因时，贾跃亭曾在内部信中说：「我们的融资能力不强，方式单一、资本结构不合理，外部融资规模难以满足快速放大的资金需求。」谦虚了。事实证明，贾跃亭不仅融资能力极强，前前后后在国内和海外找到无数愿意「为梦想窒息」的投资人，还是个非常会讲故事的人，就连曾经针锋相对的恒大都能愿意挺身相助，要说缺点，也就是造不出车。一步之遥的故事结局回头看，法拉第未来数次面临资金链的断裂，每每贾跃亭都能找到新的金主和融资。但如果对比法拉第未来和「蔚小理」，又会发现法拉第未来背后的投资机构，既不存在蔚来背后的腾讯、Baillie Gifford（特斯拉最大机构持股者）、淡马锡，也没有小鹏背后的阿里、IDG、小米和 GGV 这样的行业知名又有过硬实力的投资机构和公司。就连恒大，原计划 20 亿美元的投资也意在造自己的车。大机构明白法拉第未来的造车实力，不屑于「病急乱投医」。而其他投资机构愿意帮助贾跃亭，一方面大家都看到了电动汽车市场的庞大前景，但已经量产交付的新势力入场门槛都太高，就算能进入获得的利益也有限。相比之下，法拉第未来比起其他从零开始的造车团队无疑离交付更近一些，汽车产业背景的高管团队也是核心依仗之一，而高风险背后也有高收益。另一方面，不管你喜不喜欢他，都不能否认围绕贾跃亭的关注度远胜过大量「边缘化」的新造车公司，不信想想你知道的所有新造车公司。毕竟「黑红也是红」，这对初创公司，尤其是汽车初创公司来说同样至关重要，因为公司必须在公众中保持一定曝光度，不管是为了后续的融资，还是最终的量产交付。但毕竟八年了。法拉第未来成立的 2014 年，姜文的《一步之遥》也上映了。电影里，文章扮演的军阀之子武七求助姜文扮演的马走日帮忙「洗钱」——让他从 old money（暴发户）变成 new money（贵族），就提了一个要求：「得花的体面，您自个拿。」2020 年，贾跃亭在自己的文章中写道：「有朋友劝过我放弃 FF，把股权卖掉然后用破产清算的方式『躲』在美国一了百了，但他还是不够了解我，放弃和逃避从来也永远不会是我人生的选项。」那太不体面。从乐视帝国缔造者到老赖，贾跃亭或许并不愿意接受这样一种身份的转变，从跑路的那一刻起就把法拉第未来视为东山再起的决定性机会。电影里姜文的选择是办一场轰轰烈烈的花国总统选举，但选举并没有让武七成为 new 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2019年特斯拉销量36万辆，那时候估值才500亿。蔚来理想这些一年卖几万辆的应该值多少钱","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":3,"commentSize":5,"repostSize":0,"link":"https://laohu8.com/post/978404866","isVote":1,"tweetType":1,"viewCount":4554,"authorTweetTopStatus":1,"verified":2,"comments":[{"author":{"id":"3540879553928874","authorId":"3540879553928874","name":"Peter822100","avatar":"https://static.tigerbbs.com/714fcd4f291f3b0a9a32f91365e49408","crmLevel":1,"crmLevelSwitch":0,"idStr":"3540879553928874","authorIdStr":"3540879553928874"},"content":"这你说的，那现在一年40多万辆，特斯拉应该750亿咯？","text":"这你说的，那现在一年40多万辆，特斯拉应该750亿咯？","html":"这你说的，那现在一年40多万辆，特斯拉应该750亿咯？"}],"imageCount":0,"langContent":"CN","totalScore":0},{"id":943901904,"gmtCreate":1594354758708,"gmtModify":1704205338174,"author":{"id":"3450929526994286","authorId":"3450929526994286","name":"荒野猎人asher","avatar":"https://static.tigerbbs.com/aa167f4724c5d1b17a3b17affaddf88e","crmLevel":9,"crmLevelSwitch":0,"followedFlag":false,"idStr":"3450929526994286","authorIdStr":"3450929526994286"},"themes":[],"htmlText":"<a 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