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初生的牛犊
2023-03-17
$恒生科技指数(HSTECH)$
初生的牛犊
2023-03-06
这篇文章不错,转发给大家看看
@直击业绩会:哔哩哔哩2022Q4业绩电话会分析师问答
初生的牛犊
2023-03-02
$哔哩哔哩-W(09626)$
到底什么情况啊?估值高了吗?一直探底,业绩没有亮眼的表现啊
初生的牛犊
2023-01-11
$特斯拉(TSLA)$
大赚中国老百姓的钱啊
初生的牛犊
2023-01-10
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
对冲基金大佬Bill Miller:正在做空特斯拉,越涨越空
初生的牛犊
2023-01-07
$特斯拉(TSLA)$
初生的牛犊
2022-12-22
$特斯拉(TSLA)$
就这都不涨,这么大的交易量,看来真特么要完犊子!
初生的牛犊
2021-10-22
$WeWork(WE)$
没人关注吗?
初生的牛犊
2021-10-18
$优客工场(UK)$
是开始反弹了吗
初生的牛犊
2021-07-09
$滴滴(DIDI)$
该特么的缓过来了吧!!
初生的牛犊
2021-05-25
$老虎证券(TIGR)$
今晚富途应该是被老虎的气势带起来的吧?
初生的牛犊
2021-05-24
$老虎证券(TIGR)$
又是这种深V的割韭菜套路[愤怒]
初生的牛犊
2021-05-14
$优客工场(UK)$
现在是中美关系,国际关系,国际疫情的高度负面期,股价特别是中概股面临集体下跌,压力很大,相信长远的未来一定会好起来的,大家千万留住手中的资产。
初生的牛犊
2021-04-16
$优客工场(UK)$
财报还是可观的,先持有,相信优客工场
初生的牛犊
2021-04-15
$优客工场(UK)$
反转了,来吧!
初生的牛犊
2021-04-09
$老虎证券(TIGR)$
W底了吧?
初生的牛犊
2020-11-24
氪空间的金主发这样充满诋毁的报道,未免有点儿太不尽人意了吧!
抱歉,原内容已删除
初生的牛犊
2020-11-23
$优客工场(UK)$
空间业务绝对是未来最有前景的业务之一,相信优客工场能深耕空间运营,做好企业服务,为更多会员赋能,创造空间新价值!
去老虎APP查看更多动态
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大赚中国老百姓的钱啊","text":"$特斯拉(TSLA)$ 大赚中国老百姓的钱啊","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":0,"commentSize":0,"repostSize":0,"link":"https://laohu8.com/post/628440839","isVote":1,"tweetType":1,"viewCount":1042,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"CN","totalScore":0},{"id":628564107,"gmtCreate":1673351272209,"gmtModify":1673351279417,"author":{"id":"3540865998061630","authorId":"3540865998061630","name":"初生的牛犊","avatar":"https://static.tigerbbs.com/6f6471eaddb6eb1ee2fb805221f88257","crmLevel":1,"crmLevelSwitch":0,"followedFlag":false,"idStr":"3540865998061630","authorIdStr":"3540865998061630"},"themes":[],"htmlText":"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","listText":"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","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","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":1,"commentSize":2,"repostSize":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 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>对冲基金大佬Bill Miller:正在做空特斯拉,越涨越空</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{ 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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 <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":{},"source_url":"https://wallstreetcn.com/articles/3679455","is_english":false,"share_image_url":"https://static.laohu8.com/e9f99090a1c2ed51c021029395664489","article_id":"2302271032","content_text":"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。Miller表示:特斯拉现在正在失去市场份额。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......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。而且所有这些(传统车企)都将生产电动汽车。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个丰田汽车的市值。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%。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。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":6411,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"CN","totalScore":0},{"id":628848546,"gmtCreate":1673057855785,"gmtModify":1673057856490,"author":{"id":"3540865998061630","authorId":"3540865998061630","name":"初生的牛犊","avatar":"https://static.tigerbbs.com/6f6471eaddb6eb1ee2fb805221f88257","crmLevel":1,"crmLevelSwitch":0,"followedFlag":false,"idStr":"3540865998061630","authorIdStr":"3540865998061630"},"themes":[],"htmlText":"<a href=\"https://laohu8.com/S/TSLA\">$特斯拉(TSLA)$ </a><v-v data-views=\"1\"></v-v>","listText":"<a href=\"https://laohu8.com/S/TSLA\">$特斯拉(TSLA)$ </a><v-v data-views=\"1\"></v-v>","text":"$特斯拉(TSLA)$","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":0,"commentSize":0,"repostSize":0,"link":"https://laohu8.com/post/628848546","isVote":1,"tweetType":1,"viewCount":802,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"EN","totalScore":0},{"id":623793528,"gmtCreate":1671655618964,"gmtModify":1671657679553,"author":{"id":"3540865998061630","authorId":"3540865998061630","name":"初生的牛犊","avatar":"https://static.tigerbbs.com/6f6471eaddb6eb1ee2fb805221f88257","crmLevel":1,"crmLevelSwitch":0,"followedFlag":false,"idStr":"3540865998061630","authorIdStr":"3540865998061630"},"themes":[],"htmlText":"<a href=\"https://laohu8.com/S/TSLA\">$特斯拉(TSLA)$ </a>就这都不涨,这么大的交易量,看来真特么要完犊子!","listText":"<a href=\"https://laohu8.com/S/TSLA\">$特斯拉(TSLA)$ </a>就这都不涨,这么大的交易量,看来真特么要完犊子!","text":"$特斯拉(TSLA)$ 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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 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>对冲基金大佬Bill Miller:正在做空特斯拉,越涨越空</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{ 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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 <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":{},"source_url":"https://wallstreetcn.com/articles/3679455","is_english":false,"share_image_url":"https://static.laohu8.com/e9f99090a1c2ed51c021029395664489","article_id":"2302271032","content_text":"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。Miller表示:特斯拉现在正在失去市场份额。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......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。而且所有这些(传统车企)都将生产电动汽车。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个丰田汽车的市值。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%。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。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":6411,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"CN","totalScore":0},{"id":399256133,"gmtCreate":1606143756022,"gmtModify":1703841157038,"author":{"id":"3540865998061630","authorId":"3540865998061630","name":"初生的牛犊","avatar":"https://static.tigerbbs.com/6f6471eaddb6eb1ee2fb805221f88257","crmLevel":1,"crmLevelSwitch":0,"followedFlag":false,"idStr":"3540865998061630","authorIdStr":"3540865998061630"},"themes":[],"htmlText":"<a href=\"https://laohu8.com/S/UK\">$优客工场(UK)$</a>空间业务绝对是未来最有前景的业务之一,相信优客工场能深耕空间运营,做好企业服务,为更多会员赋能,创造空间新价值!","listText":"<a 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