北方第一操盘的个人主页 - 老虎社区

北方第一操盘

北方第一操盘

我的格调：满仓加杠杆

IP属地：山东

82关注

57粉丝

3主题

0勋章

北方第一操盘

06-06

$特斯拉(TSLA)$ 这剧情我熟双杀期权300以下归0 所以收盘价是299.7[开心]

北方第一操盘

2024-08-17

$特斯拉(TSLA)$ 214收盘

北方第一操盘

2024-06-25

我没说呀

“华尔街神算子”的最新预测：美股还能涨得更高！

北方第一操盘

2024-01-25

孙正义你怎么了

软银回应减持阿里：未在市场上买卖新的阿里股份，未来也不会

北方第一操盘

2023-06-26

股市黑嘴！

高盛：下调特斯拉评级至中性，现在不要买！

北方第一操盘

2023-06-01

$英伟达(NVDA)$ 多头期权的平仓今天跌3个点起

北方第一操盘

2023-06-01

$蔚来(NIO)$ 还有未来吗

北方第一操盘

2023-01-06

$特斯拉(TSLA)$ 我爱期权

北方第一操盘

2023-01-04

$特斯拉(TSLA)$ 今天反弹我说的

北方第一操盘

2022-12-30

$特斯拉(TSLA)$ 你倒是扎空啊我就犹豫了那么一秒错过了

北方第一操盘

2022-12-21

23美元我准备宣布收购特斯拉

抱歉，原内容已删除

北方第一操盘

2022-12-21

$特斯拉(TSLA)$ 还地跌为什么 12.30的put只是平仓产生的卖出并顺便买了次月的put

北方第一操盘

2022-12-21

这周都不需要买

期权大单 | 特斯拉短线看涨交易提升，马斯克“退休”早有安排？

北方第一操盘

2022-12-21

$特斯拉(TSLA)$ tsla完了犊子了[微笑]

北方第一操盘

2022-12-20

什么？连续4天爆仓

抱歉，原内容已删除

北方第一操盘

2022-12-20

改投票结果不就是码农一串代码的事吗老马去卡塔尔看球看傻了吧

抱歉，原内容已删除

北方第一操盘

2022-12-19

$特斯拉(TSLA)$ 绝望不[开心]

北方第一操盘

2022-12-17

怎么根ftx破产前的死鸭子嘴一样硬

抱歉，原内容已删除

北方第一操盘

2022-12-17

$特斯拉(TSLA)$ 🐻🐻🐻🐻

北方第一操盘

2022-12-17

$特斯拉(TSLA)$ 不做首富跑去卖小鸟

去老虎APP查看更多动态

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我们小散被玩得团团转"}],"imageCount":0,"langContent":"CN","totalScore":0},{"id":339124332962024,"gmtCreate":1723834783281,"gmtModify":1723834785795,"author":{"id":"3542170363305681","authorId":"3542170363305681","name":"北方第一操盘","avatar":"https://static.tigerbbs.com/32f29e97f1c6d88ba41b50d9c62c2724","crmLevel":1,"crmLevelSwitch":0,"followedFlag":false,"idStr":"3542170363305681","authorIdStr":"3542170363305681"},"themes":[],"htmlText":"<a href=\"https://laohu8.com/S/TSLA\">$特斯拉(TSLA)$&nbsp;</a> 214收盘","listText":"<a href=\"https://laohu8.com/S/TSLA\">$特斯拉(TSLA)$&nbsp;</a> 214收盘","text":"$特斯拉(TSLA)$ 214收盘","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":0,"commentSize":0,"repostSize":0,"link":"https://laohu8.com/post/339124332962024","isVote":1,"tweetType":1,"viewCount":2940,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"CN","totalScore":0},{"id":320655401508872,"gmtCreate":1719320652913,"gmtModify":1719320654580,"author":{"id":"3542170363305681","authorId":"3542170363305681","name":"北方第一操盘","avatar":"https://static.tigerbbs.com/32f29e97f1c6d88ba41b50d9c62c2724","crmLevel":1,"crmLevelSwitch":0,"followedFlag":false,"idStr":"3542170363305681","authorIdStr":"3542170363305681"},"themes":[],"htmlText":"我没说呀","listText":"我没说呀","text":"我没说呀","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":0,"commentSize":0,"repostSize":0,"link":"https://laohu8.com/post/320655401508872","repostId":"1118451518","repostType":2,"repost":{"id":"1118451518","kind":"news","pubTimestamp":1719320194,"share":"https://www.laohu8.com/m/news/1118451518?lang=&edition=full","pubTime":"2024-06-25 20:56","market":"us","language":"zh","title":"“华尔街神算子”的最新预测：美股还能涨得更高！","url":"https://stock-news.laohu8.com/highlight/detail?id=1118451518","media":"金十数据","summary":"李的发言表明他将加入近期上调标普500指数目标价的众多华尔街人士行列。美股的估值倍数以每年5%的速度增长似乎是一个过高的预测，但李表示，股票值得维持较高的估值溢价，尤其是在新冠疫情之后。作为广受关注的策略师，李是华尔街为数不多的几位正确预测到市场将从2020年新冠期间的抛售中反弹，并在2023年和2024年因人工智能热潮而上涨的人之一。据报道，在彭博追踪的策略师中，他的预测是最接近的，并获得了“华尔街神算子”的美称。","content":"<html><head></head><body><blockquote><p>过去几年一直准确预测美股走势的策略师表示，他将上调标普500指数年底目标价至5800点，还预计该指数到2030年将飙升175%。</p></blockquote><p style=\"text-align: justify;\">Fundstrat的联合创始人汤姆·李（Tom Lee）在过去几年中一直准确预测股市走势，他暗示，尽管基准的标普500指数（SPX）已创下历史新高，但他仍将上调今年年底该指数的目标价。</p><p style=\"text-align: justify;\">周一，在接受彭博社Odd Lots播客采访时，李表示，<strong>强劲的盈利加上仍在场外观望的数万亿美元现金，可能推动美股进一步上涨，标普500指数可能在年底前达到5800点。</strong></p><p style=\"text-align: justify;\">李在采访中表示，“最初，我们对标普500指数每股收益的预期是270美元，市盈率预期为18倍。现在每股收益预期更接近285美元，市盈率应该更高，我们认为20倍甚至是21倍才是合适的，这就使得我们对该指数的目标价有望上调至5800点左右的水平。”</p><p style=\"text-align: justify;\">这意味着标普500指数可能从当前水平再上涨6%。目前该指数已经超过了李去年12月设定的5200点的目标价。这只大型股基准指数今年已上涨近15%，曾31次创下收盘纪录新高。</p><p style=\"text-align: justify;\">李认为，有一股强大的力量可以帮助提振市场，那就是货币市场基金中的6万亿美元现金。“市场急需现金，”他说。</p><p style=\"text-align: justify;\">他说，“根据美国金融业监管局（FINRA）的报告，如今的保证金债务比2021年10月低20%。所以股市里没有太多的资金在流动。我知道这很奇怪，因为市场正处于历史高位。所以如果有资金在积极交易，那只会买入交易量大的板块，也就是科技股。如果货币政策放松或人们对此更加确信，那么今年晚些时候市场广度的扩张将非常激烈。”</p><p style=\"text-align: justify;\">李的发言表明他将加入近期上调标普500指数目标价的众多华尔街人士行列。6月14日，高盛将标普500指数目标价上调至5600点。Evercore ISI在6月17日将目标价从4750点上调至6000点——根据CNBC市场策略师调查，这是华尔街最高水平。花旗集团在6月18日将目标价从5100点上调至5600点。李告诉彭博社，他将在6月底正式更新他的市场展望。</p><p style=\"text-align: justify;\">就美股的长期前景而言，李预计，<strong>到2030年，标普500指数将从目前的水平上涨约175%，达到15000点。</strong></p><p style=\"text-align: justify;\">李解释道，“这大约是每年20%的涨幅。美股收益增长将占贡献12%到15%的涨幅，而每年的市盈率增长为5%。”</p><p style=\"text-align: justify;\">美股的估值倍数以每年5%的速度增长似乎是一个过高的预测，但李表示，股票值得维持较高的估值溢价，尤其是在新冠疫情之后。</p><p style=\"text-align: justify;\">“我认为需要记住的一件事是，新冠疫情向我们证明了企业比我们意识到的要有弹性得多，我们之所以要给它们分配比之前更高的市盈率，是因为我们知道即使全球经济陷入停止，失业率上升到20%，造成巨大的供应链中断，但公司仍可以管理收益。我认为他们应该得到更多的信用，所以我认为估值倍数的复合增长率可以高于5%。”</p><p style=\"text-align: justify;\"><strong>李还强调了长期内推动股市进一步上涨的两个主题因素：千禧一代和全球劳动力短缺。</strong></p><p style=\"text-align: justify;\">李说，“我们的部分工作依赖于我们所谓的主题驱动因素。其中一个因素是千禧一代。自2018年以来，我们一直在谈论千禧一代（人口最多的一代）如何重塑经济，他们主要通过金融科技和偏好变化来实现这一目标。但当然，现在即将到来的是高达80万亿美元的大规模代际财富转移。”</p><p style=\"text-align: justify;\">“第二个当然是全球劳动力短缺问题严重，这个问题从2015年开始，要到2035年才能解决。之前两次全球劳动力短缺都导致科技股出现抛物线式波动，”他进一步说道。</p><p style=\"text-align: justify;\">李对全球劳动力短缺的预测是基于全球人口统计数据得出的，即黄金年龄工人取代老一代工人的速度不够快。</p><p style=\"text-align: justify;\">这意味着公司将转向技术和自动化来弥补黄金年龄工人的缺口，最终花费数万亿美元用于可以实现机器人和人工智能的硅基技术。</p><p style=\"text-align: justify;\"><strong>李一直对美股持乐观态度，而且他的观点往往是正确的。</strong>作为广受关注的策略师，李是华尔街为数不多的几位正确预测到市场将从2020年新冠期间的抛售中反弹，并在2023年和2024年因人工智能热潮而上涨的人之一。他去年对标普500指数（SPX）设定的目标价与该指数的最终价位只差30多点。据报道，在彭博追踪的策略师中，他的预测是最接近的，并获得了“华尔街神算子”的美称。</p><p style=\"text-align: justify;\">就最新的战绩而言，6月初，他曾表示，标普500指数到月底可能达到5500点。现在距离本月结束仅剩一周，该指数目前交易价格约为5485点，仅比他的短期目标低15点。</p></body></html>","source":"jssj","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>“华尔街神算子”的最新预测：美股还能涨得更高！</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{ 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}\n.symbol-link{font-weight:bold;}\n/* header{ border-bottom:1px solid #494756; } */\n.title{ margin:0 0 8px;line-height:1.3;color:#ddd; }\n.meta {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“华尔街神算子”的最新预测：美股还能涨得更高！\n</h2>\n\n<h4 class=\"meta\">\n\n\n2024-06-25 20:56 北京时间&nbsp;&nbsp;&nbsp;<a href=https://xnews.jin10.com/details/141921><strong>金十数据</strong></a>\n\n\n</h4>\n\n</header>\n<article>\n<div>\n<p>过去几年一直准确预测美股走势的策略师表示，他将上调标普500指数年底目标价至5800点，还预计该指数到2030年将飙升175%。Fundstrat的联合创始人汤姆·李（Tom Lee）在过去几年中一直准确预测股市走势，他暗示，尽管基准的标普500指数（SPX）已创下历史新高，但他仍将上调今年年底该指数的目标价。周一，在接受彭博社Odd Lots播客采访时，李表示，强劲的盈利加上仍在场外观望的...</p>\n\n<a href=\"https://xnews.jin10.com/details/141921\">Web Link</a>\n\n</div>\n\n\n</article>\n</div>\n</body>\n</html>\n","type":0,"thumbnail":"https://static.tigerbbs.com/55eb327f580527889cf30bafa92692ae","relate_stocks":{},"source_url":"https://xnews.jin10.com/details/141921","is_english":false,"share_image_url":"https://static.laohu8.com/e9f99090a1c2ed51c021029395664489","article_id":"1118451518","content_text":"过去几年一直准确预测美股走势的策略师表示，他将上调标普500指数年底目标价至5800点，还预计该指数到2030年将飙升175%。Fundstrat的联合创始人汤姆·李（Tom Lee）在过去几年中一直准确预测股市走势，他暗示，尽管基准的标普500指数（SPX）已创下历史新高，但他仍将上调今年年底该指数的目标价。周一，在接受彭博社Odd Lots播客采访时，李表示，强劲的盈利加上仍在场外观望的数万亿美元现金，可能推动美股进一步上涨，标普500指数可能在年底前达到5800点。李在采访中表示，“最初，我们对标普500指数每股收益的预期是270美元，市盈率预期为18倍。现在每股收益预期更接近285美元，市盈率应该更高，我们认为20倍甚至是21倍才是合适的，这就使得我们对该指数的目标价有望上调至5800点左右的水平。”这意味着标普500指数可能从当前水平再上涨6%。目前该指数已经超过了李去年12月设定的5200点的目标价。这只大型股基准指数今年已上涨近15%，曾31次创下收盘纪录新高。李认为，有一股强大的力量可以帮助提振市场，那就是货币市场基金中的6万亿美元现金。“市场急需现金，”他说。他说，“根据美国金融业监管局（FINRA）的报告，如今的保证金债务比2021年10月低20%。所以股市里没有太多的资金在流动。我知道这很奇怪，因为市场正处于历史高位。所以如果有资金在积极交易，那只会买入交易量大的板块，也就是科技股。如果货币政策放松或人们对此更加确信，那么今年晚些时候市场广度的扩张将非常激烈。”李的发言表明他将加入近期上调标普500指数目标价的众多华尔街人士行列。6月14日，高盛将标普500指数目标价上调至5600点。Evercore ISI在6月17日将目标价从4750点上调至6000点——根据CNBC市场策略师调查，这是华尔街最高水平。花旗集团在6月18日将目标价从5100点上调至5600点。李告诉彭博社，他将在6月底正式更新他的市场展望。就美股的长期前景而言，李预计，到2030年，标普500指数将从目前的水平上涨约175%，达到15000点。李解释道，“这大约是每年20%的涨幅。美股收益增长将占贡献12%到15%的涨幅，而每年的市盈率增长为5%。”美股的估值倍数以每年5%的速度增长似乎是一个过高的预测，但李表示，股票值得维持较高的估值溢价，尤其是在新冠疫情之后。“我认为需要记住的一件事是，新冠疫情向我们证明了企业比我们意识到的要有弹性得多，我们之所以要给它们分配比之前更高的市盈率，是因为我们知道即使全球经济陷入停止，失业率上升到20%，造成巨大的供应链中断，但公司仍可以管理收益。我认为他们应该得到更多的信用，所以我认为估值倍数的复合增长率可以高于5%。”李还强调了长期内推动股市进一步上涨的两个主题因素：千禧一代和全球劳动力短缺。李说，“我们的部分工作依赖于我们所谓的主题驱动因素。其中一个因素是千禧一代。自2018年以来，我们一直在谈论千禧一代（人口最多的一代）如何重塑经济，他们主要通过金融科技和偏好变化来实现这一目标。但当然，现在即将到来的是高达80万亿美元的大规模代际财富转移。”“第二个当然是全球劳动力短缺问题严重，这个问题从2015年开始，要到2035年才能解决。之前两次全球劳动力短缺都导致科技股出现抛物线式波动，”他进一步说道。李对全球劳动力短缺的预测是基于全球人口统计数据得出的，即黄金年龄工人取代老一代工人的速度不够快。这意味着公司将转向技术和自动化来弥补黄金年龄工人的缺口，最终花费数万亿美元用于可以实现机器人和人工智能的硅基技术。李一直对美股持乐观态度，而且他的观点往往是正确的。作为广受关注的策略师，李是华尔街为数不多的几位正确预测到市场将从2020年新冠期间的抛售中反弹，并在2023年和2024年因人工智能热潮而上涨的人之一。他去年对标普500指数（SPX）设定的目标价与该指数的最终价位只差30多点。据报道，在彭博追踪的策略师中，他的预测是最接近的，并获得了“华尔街神算子”的美称。就最新的战绩而言，6月初，他曾表示，标普500指数到月底可能达到5500点。现在距离本月结束仅剩一周，该指数目前交易价格约为5485点，仅比他的短期目标低15点。","news_type":1,"symbols_score_info":{".DJI":1.1,".IXIC":1.1,".SPX":1.1}},"isVote":1,"tweetType":1,"viewCount":1893,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"CN","totalScore":0},{"id":266958021349440,"gmtCreate":1706184909549,"gmtModify":1706184911152,"author":{"id":"3542170363305681","authorId":"3542170363305681","name":"北方第一操盘","avatar":"https://static.tigerbbs.com/32f29e97f1c6d88ba41b50d9c62c2724","crmLevel":1,"crmLevelSwitch":0,"followedFlag":false,"idStr":"3542170363305681","authorIdStr":"3542170363305681"},"themes":[],"htmlText":"孙正义你怎么了","listText":"孙正义你怎么了","text":"孙正义你怎么了","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":0,"commentSize":1,"repostSize":0,"link":"https://laohu8.com/post/266958021349440","repostId":"1177134986","repostType":2,"repost":{"id":"1177134986","kind":"news","weMediaInfo":{"introduction":"为用户提供金融资讯、行情、数据，旨在帮助投资者理解世界，做投资决策。","home_visible":1,"media_name":"老虎资讯综合","id":"102","head_image":"https://static.tigerbbs.com/8274c5b9d4c2852bfb1c4d6ce16c68ba"},"pubTimestamp":1706184804,"share":"https://www.laohu8.com/m/news/1177134986?lang=&edition=full","pubTime":"2024-01-25 20:13","market":"us","language":"zh","title":"软银回应减持阿里：未在市场上买卖新的阿里股份，未来也不会","url":"https://stock-news.laohu8.com/highlight/detail?id=1177134986","media":"老虎资讯综合","summary":"1月25日，软银集团对外披露，2020年4月旗下全资子公司Skybridge LLC使用阿里巴巴5.123亿股阿里巴巴股票与金融机构签订的预付远期合约，已在2021年10月至2024年1月期间分阶段实施，目前已全部完成实物结算。对此，软银集团回应称，关于集团内部交易的结算，软银集团、Skybridge和相关金融机构均未在市场上买卖任何阿里巴巴新股，未来也不打算这样做。","content":"<html><head></head><body><p>1月25日，软银集团对外披露，2020年4月旗下全资子公司Skybridge LLC使用阿里巴巴5.123亿股阿里巴巴股票（相当于约6400万ADR）与金融机构签订的预付远期合约，已在2021年10月至2024年1月期间分阶段实施，目前已全部完成实物结算。软银集团将在截止2024年3月31日的财年非合并业绩中记录12592亿日元（约合611.7亿元人民币）作为非经常性收入。这些合约并不等于正式出售股票，但由于软银提前结算这些合约，意味着放弃了保留股份的选择权，Skybridge实际已完成阿里巴巴股份的减持。</p><p>对此，软银集团回应称，关于集团内部交易的结算，软银集团、Skybridge和相关金融机构均未在市场上买卖任何阿里巴巴新股，未来也不打算这样做。</p></body></html>","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>软银回应减持阿里：未在市场上买卖新的阿里股份，未来也不会</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{ font-size:24px; }\nh2{ font-size:20px; }\nh3{ font-size:18px; }\nh4{ font-size:16px; }\nh5{ font-size:14px; }\nh6{ font-size:12px; }\np,ul,ol,blockquote,dl,table{ margin:1.2em 0; }\nul,ol{ margin-left:2em; }\nul{ list-style:disc; }\nol{ list-style:decimal; }\nli,li p{ margin:10px 0;}\nimg{ max-width:100%;display:block;margin:0 auto 1em; }\nblockquote{ color:#B5B2B1; border-left:3px solid #aaa; padding:1em; }\nstrong,b{font-weight:bold;}\nem,i{font-style:italic;}\ntable{ width:100%;border-collapse:collapse;border-spacing:1px;margin:1em 0;font-size:.9em; }\nth,td{ padding:5px;text-align:left;border:1px solid #aaa; }\nth{ font-weight:bold;background:#5d5d5d; }\n.symbol-link{font-weight:bold;}\n/* header{ border-bottom:1px solid #494756; } */\n.title{ margin:0 0 8px;line-height:1.3;color:#ddd; }\n.meta {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软银回应减持阿里：未在市场上买卖新的阿里股份，未来也不会\n</h2>\n\n<h4 class=\"meta\">\n\n\n<a class=\"head\" href=\"https://laohu8.com/wemedia/102\">\n\n\n<div class=\"h-thumb\" style=\"background-image:url(https://static.tigerbbs.com/8274c5b9d4c2852bfb1c4d6ce16c68ba);background-size:cover;\"></div>\n\n<div class=\"h-content\">\n<p class=\"h-name\">老虎资讯综合 </p>\n<p class=\"h-time\">2024-01-25 20:13</p>\n</div>\n\n</a>\n\n\n</h4>\n\n</header>\n<article>\n<html><head></head><body><p>1月25日，软银集团对外披露，2020年4月旗下全资子公司Skybridge LLC使用阿里巴巴5.123亿股阿里巴巴股票（相当于约6400万ADR）与金融机构签订的预付远期合约，已在2021年10月至2024年1月期间分阶段实施，目前已全部完成实物结算。软银集团将在截止2024年3月31日的财年非合并业绩中记录12592亿日元（约合611.7亿元人民币）作为非经常性收入。这些合约并不等于正式出售股票，但由于软银提前结算这些合约，意味着放弃了保留股份的选择权，Skybridge实际已完成阿里巴巴股份的减持。</p><p>对此，软银集团回应称，关于集团内部交易的结算，软银集团、Skybridge和相关金融机构均未在市场上买卖任何阿里巴巴新股，未来也不打算这样做。</p></body></html>\n\n</article>\n</div>\n</body>\n</html>\n","type":0,"thumbnail":"https://static.tigerbbs.com/d752152b73947ff2f4b1c08ab9eecc39","relate_stocks":{"09988":"阿里巴巴-W","BABA":"阿里巴巴"},"source_url":"","is_english":false,"share_image_url":"https://static.laohu8.com/e9f99090a1c2ed51c021029395664489","article_id":"1177134986","content_text":"1月25日，软银集团对外披露，2020年4月旗下全资子公司Skybridge LLC使用阿里巴巴5.123亿股阿里巴巴股票（相当于约6400万ADR）与金融机构签订的预付远期合约，已在2021年10月至2024年1月期间分阶段实施，目前已全部完成实物结算。软银集团将在截止2024年3月31日的财年非合并业绩中记录12592亿日元（约合611.7亿元人民币）作为非经常性收入。这些合约并不等于正式出售股票，但由于软银提前结算这些合约，意味着放弃了保留股份的选择权，Skybridge实际已完成阿里巴巴股份的减持。对此，软银集团回应称，关于集团内部交易的结算，软银集团、Skybridge和相关金融机构均未在市场上买卖任何阿里巴巴新股，未来也不打算这样做。","news_type":1,"symbols_score_info":{"09988":1.1,"BABA":1.1}},"isVote":1,"tweetType":1,"viewCount":3115,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"CN","totalScore":0},{"id":191579547562144,"gmtCreate":1687779788334,"gmtModify":1687779790044,"author":{"id":"3542170363305681","authorId":"3542170363305681","name":"北方第一操盘","avatar":"https://static.tigerbbs.com/32f29e97f1c6d88ba41b50d9c62c2724","crmLevel":1,"crmLevelSwitch":0,"followedFlag":false,"idStr":"3542170363305681","authorIdStr":"3542170363305681"},"themes":[],"htmlText":"股市黑嘴！","listText":"股市黑嘴！","text":"股市黑嘴！","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":0,"commentSize":0,"repostSize":0,"link":"https://laohu8.com/post/191579547562144","repostId":"1127456692","repostType":2,"repost":{"id":"1127456692","kind":"news","pubTimestamp":1687779252,"share":"https://www.laohu8.com/m/news/1127456692?lang=&edition=full","pubTime":"2023-06-26 19:34","market":"us","language":"zh","title":"高盛：下调特斯拉评级至中性，现在不要买！","url":"https://stock-news.laohu8.com/highlight/detail?id=1127456692","media":"英为财情","summary":"此次下调评级是特斯拉于6月份第四次遭降级。","content":"<html><head></head><body><p>高盛分析师近日将特斯拉评级从买入下调至中性，理由是经过今年的飙升后估值已过高。不过高盛将特斯拉目标价从之前的每股185美元上调至每股248美元，反映出每股收益预期上调，目标市盈率也有所提高。</p><p style=\"text-align: left;\">分析师仍然看好特斯拉的长期增长潜力和竞争地位。今年迄今，特斯拉股价上升了108%，上个月上升了38%，反映了人们对特斯拉的看好立场。</p><p style=\"text-align: left;\">高盛报告写道: 「总体而言，我们认为，鉴于特斯拉于电动汽车和清洁能源市场的领先地位(我们将之部分归因于特斯拉提供包括充电、存储、软件/FSD和直销模式服务在内的完整解决方案的能力)，我们认为特斯拉处于长期增长的有利地位，这一观点现在于股价中得到了更好的反映。」</p><p style=\"text-align: left;\">虽然下调评级主要是由估值驱动，惟分析师们也强调新车的定价难度高，他们认为这将损害特斯拉2023年的非公认会计准则毛利率。</p><p style=\"text-align: left;\">总体而言，高盛仍然「看好电动汽车的普及，我们继续于更广泛的供货商中看到最多的投资机会，特别是那些能够实现向电动汽车和电气化转变的高含量供货商。」</p><p style=\"text-align: left;\">此次下调评级是特斯拉于6月份第四次遭降级。摩根士丹利和Barclays分析师上周也将特斯拉评级下调至与大市持平。</p><p style=\"text-align: left;\">根据高盛的新目标价计算，特斯拉相对于上周五收市价有3%的下行风险。</p><p></p><p class=\"t-img-caption\"><img 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0}\n</style>\n</head>\n<body>\n<div class=\"wrapper\">\n<header>\n<h2 class=\"title\">\n高盛：下调特斯拉评级至中性，现在不要买！\n</h2>\n\n<h4 class=\"meta\">\n\n\n2023-06-26 19:34 北京时间&nbsp;&nbsp;&nbsp;<a href=https://cn.investing.com/news/stock-market-news/article-2215578><strong>英为财情</strong></a>\n\n\n</h4>\n\n</header>\n<article>\n<div>\n<p>高盛分析师近日将特斯拉评级从买入下调至中性，理由是经过今年的飙升后估值已过高。不过高盛将特斯拉目标价从之前的每股185美元上调至每股248美元，反映出每股收益预期上调，目标市盈率也有所提高。分析师仍然看好特斯拉的长期增长潜力和竞争地位。今年迄今，特斯拉股价上升了108%，上个月上升了38%，反映了人们对特斯拉的看好立场。高盛报告写道: 「总体而言，我们认为，鉴于特斯拉于电动汽车和清洁能源市场的...</p>\n\n<a href=\"https://cn.investing.com/news/stock-market-news/article-2215578\">Web Link</a>\n\n</div>\n\n\n</article>\n</div>\n</body>\n</html>\n","type":0,"thumbnail":"https://static.tigerbbs.com/8350896f4f33c86bc28f200b67ab82b4","relate_stocks":{"TSLA":"特斯拉"},"source_url":"https://cn.investing.com/news/stock-market-news/article-2215578","is_english":false,"share_image_url":"https://static.laohu8.com/e9f99090a1c2ed51c021029395664489","article_id":"1127456692","content_text":"高盛分析师近日将特斯拉评级从买入下调至中性，理由是经过今年的飙升后估值已过高。不过高盛将特斯拉目标价从之前的每股185美元上调至每股248美元，反映出每股收益预期上调，目标市盈率也有所提高。分析师仍然看好特斯拉的长期增长潜力和竞争地位。今年迄今，特斯拉股价上升了108%，上个月上升了38%，反映了人们对特斯拉的看好立场。高盛报告写道: 「总体而言，我们认为，鉴于特斯拉于电动汽车和清洁能源市场的领先地位(我们将之部分归因于特斯拉提供包括充电、存储、软件/FSD和直销模式服务在内的完整解决方案的能力)，我们认为特斯拉处于长期增长的有利地位，这一观点现在于股价中得到了更好的反映。」虽然下调评级主要是由估值驱动，惟分析师们也强调新车的定价难度高，他们认为这将损害特斯拉2023年的非公认会计准则毛利率。总体而言，高盛仍然「看好电动汽车的普及，我们继续于更广泛的供货商中看到最多的投资机会，特别是那些能够实现向电动汽车和电气化转变的高含量供货商。」此次下调评级是特斯拉于6月份第四次遭降级。摩根士丹利和Barclays分析师上周也将特斯拉评级下调至与大市持平。根据高盛的新目标价计算，特斯拉相对于上周五收市价有3%的下行风险。","news_type":1,"symbols_score_info":{"TSLA":1.1}},"isVote":1,"tweetType":1,"viewCount":3087,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"CN","totalScore":0},{"id":182632888176816,"gmtCreate":1685618191393,"gmtModify":1685618193613,"author":{"id":"3542170363305681","authorId":"3542170363305681","name":"北方第一操盘","avatar":"https://static.tigerbbs.com/32f29e97f1c6d88ba41b50d9c62c2724","crmLevel":1,"crmLevelSwitch":0,"followedFlag":false,"idStr":"3542170363305681","authorIdStr":"3542170363305681"},"themes":[],"htmlText":"<a href=\"https://laohu8.com/S/NVDA\">$英伟达(NVDA)$&nbsp;</a>多头期权的平仓 今天跌3个点起","listText":"<a 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我就犹豫了那么一秒错过了","images":[{"img":"https://static.tigerbbs.com/ef74aa369a43832fb4245bc4e1bd39a1","width":"1125","height":"2436"}],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":1,"commentSize":0,"repostSize":0,"link":"https://laohu8.com/post/621249942","isVote":1,"tweetType":1,"viewCount":2939,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":1,"langContent":"CN","totalScore":0},{"id":623708155,"gmtCreate":1671637159978,"gmtModify":1671637161754,"author":{"id":"3542170363305681","authorId":"3542170363305681","name":"北方第一操盘","avatar":"https://static.tigerbbs.com/32f29e97f1c6d88ba41b50d9c62c2724","crmLevel":1,"crmLevelSwitch":0,"followedFlag":false,"idStr":"3542170363305681","authorIdStr":"3542170363305681"},"themes":[],"htmlText":"23美元我准备宣布收购特斯拉","listText":"23美元我准备宣布收购特斯拉","text":"23美元我准备宣布收购特斯拉","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":0,"commentSize":1,"repostSize":0,"link":"https://laohu8.com/post/623708155","repostId":"2293177346","repostType":2,"isVote":1,"tweetType":1,"viewCount":3517,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"CN","totalScore":0},{"id":623479514,"gmtCreate":1671631903138,"gmtModify":1671631905022,"author":{"id":"3542170363305681","authorId":"3542170363305681","name":"北方第一操盘","avatar":"https://static.tigerbbs.com/32f29e97f1c6d88ba41b50d9c62c2724","crmLevel":1,"crmLevelSwitch":0,"followedFlag":false,"idStr":"3542170363305681","authorIdStr":"3542170363305681"},"themes":[],"htmlText":"<a 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并顺便买了次月的put","images":[{"img":"https://static.tigerbbs.com/ae5d6e0dc536ef2e0593db646882c40d","width":"1125","height":"2436"}],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":0,"commentSize":0,"repostSize":0,"link":"https://laohu8.com/post/623479514","isVote":1,"tweetType":1,"viewCount":2712,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":1,"langContent":"CN","totalScore":0},{"id":623454936,"gmtCreate":1671621605426,"gmtModify":1671621607109,"author":{"id":"3542170363305681","authorId":"3542170363305681","name":"北方第一操盘","avatar":"https://static.tigerbbs.com/32f29e97f1c6d88ba41b50d9c62c2724","crmLevel":1,"crmLevelSwitch":0,"followedFlag":false,"idStr":"3542170363305681","authorIdStr":"3542170363305681"},"themes":[],"htmlText":"这周都不需要买","listText":"这周都不需要买","text":"这周都不需要买","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":0,"commentSize":0,"repostSize":0,"link":"https://laohu8.com/post/623454936","repostId":"1163376579","repostType":4,"repost":{"id":"1163376579","kind":"news","weMediaInfo":{"introduction":"为用户提供金融资讯、行情、数据，旨在帮助投资者理解世界，做投资决策。","home_visible":1,"media_name":"老虎资讯综合","id":"102","head_image":"https://static.tigerbbs.com/8274c5b9d4c2852bfb1c4d6ce16c68ba"},"pubTimestamp":1671606214,"share":"https://www.laohu8.com/m/news/1163376579?lang=&edition=full","pubTime":"2022-12-21 15:03","market":"us","language":"zh","title":"期权大单 | 特斯拉短线看涨交易提升，马斯克“退休”早有安排？","url":"https://stock-news.laohu8.com/highlight/detail?id=1163376579","media":"老虎资讯综合","summary":"12月20日美股期权市场总成交量达31,058,885张合约，环比减少约9%。","content":"<html><head></head><body><p><b>一、市场概览 （12月20日）</b></p><p>美股周二小幅收高，主要股指结束了此前连续四个交易日下跌的行情。市场继续关注美国经济衰退风险与美股前景。</p><p><img src=\"https://static.tigerbbs.com/48a5f3a13222f2febf49c0b3a996da59\" tg-width=\"840\" tg-height=\"470\" referrerpolicy=\"no-referrer\"/></p><p>12月20日美股期权市场总成交量达31,058,885张合约，环比减少约9%。其中，看涨期权占比53%，看跌期权占比47%。</p><p><b>期权成交总量TOP10</b></p><p><img src=\"https://static.tigerbbs.com/2149669e5ebb07742fa6a8df9d38a107\" tg-width=\"437\" tg-height=\"871\" referrerpolicy=\"no-referrer\"/></p><p>周二有742万份标普500 ETF和241.5万纳指ETF期权的合约交易。SPY和QQQ的总交易量分别较前一天下跌了10.5%和3%，55%的SPY交易押注于看跌期权。</p><p><b>特斯拉，短线能否否极泰来</b></p><p>周二，特斯拉的股价大跌8%，年内跌幅超60%，市值自2020年以来首次被埃克森美孚反超。特斯拉的短线期权交易继续活跃，与前一交易日不同的是，<b>在活跃单中，CALL Option的成交占比达七成。</b></p><p><img src=\"https://static.tigerbbs.com/7a81e15822533ca939ab04ed70872a94\" tg-width=\"581\" tg-height=\"400\" referrerpolicy=\"no-referrer\"/></p><p>同时，据《巴伦周刊》的报道，<b>目前仍大约有60%关注特斯拉的分析师将特斯拉评级为买入。</b>艾夫斯、费拉古和德莱尼均给予特斯拉“买入”评级。标普500指数中股票的平均购买评级比率约为58% ，近几个月来，华尔街对特斯拉股票的兴趣一直在升温。2022年初时，大约只有41%的分析师给特斯拉的评级为买入。</p><p><b>马斯克的“退位”已有安排？</b></p><p>这几天关于特斯拉该不该换掉马斯克的争论很多。其实，这个事情特斯拉和马斯克本人都早有考虑。</p><p><b>2018年1月，特斯拉官网发表了一篇题为《特斯拉宣布为埃隆·马斯克设立新的长期绩效奖》的公开信，信的副标题为“埃隆将继续长期领导特斯拉”。</b>其中提到：</p><p>“特斯拉今天宣布了一项新的针对埃隆·马斯克的为期十年的CEO绩效奖，其归属完全取决于实现市值和运营里程碑，这将使特斯拉成为世界上最有价值的公司之一。为了完全获得归属，特斯拉的市值必须增长到6500亿美元（增加近6000亿美元），而且还必须实现重要的收入和盈利目标。这个奖励是以埃隆2012年的绩效奖励为蓝本，当时，该奖励的设置帮助特斯拉的市值在其后五年内增长了17倍以上。</p><p>埃隆不会得到任何形式的受保障薪酬：没有工资，没有现金红利，也没有仅仅通过时间的推移就能获得归属的股权。相反，埃隆的唯一报酬，将是100%有风险的业绩奖，这确保他只有在特斯拉和所有股东都受益良好的情况下才会得到报酬。由于所有特斯拉员工都获得了股权，这也意味着，埃隆的报酬与特斯拉所有人的成功息息相关。”</p><p><img src=\"https://static.tigerbbs.com/e620b29b967bc925e554c198a904d3a2\" tg-width=\"800\" tg-height=\"483\" referrerpolicy=\"no-referrer\"/></p><p>“2018薪酬奖”规定，用来激励老马的总股票期权数量，占2018年1月19日特斯拉总股数的12%，对应现在的约3.04亿股。这个激励总量，均匀的分为12档，每解锁一档业绩指标，老马即可归属(vest)一档股票期权，对应现在的约2500万股。</p><p>解锁业绩指标后，股票期权归属的附件条件为：<b>归属时，老马必须担任特斯拉的首席执行官(CEO)，或者同时担任董事会执行主席(Executive Chairman)和首席产品官(CPO)。</b></p><p>关于这一点，特斯拉新闻信这么解释：</p><p>“为了在达到里程碑时进行归属，埃隆必须继续担任特斯拉的首席执行官，或同时担任董事会执行主席和首席产品官，不管哪种情况，所有领导层最终都向他汇报。<b>这确保了埃隆将继续长期领导特斯拉的管理层，同时也提供了灵活性，以便在未来的某个时候引进另一位向埃隆汇报的首席执行官(CEO)。</b>虽然目前没有打算这样做，但随着特斯拉的不断发展，它提供了灵活性，有可能让埃隆把更多的注意力放在对特斯拉的长期增长和盈利能力影响最大的各种关键产品和战略问题上。”</p><p><img src=\"https://static.tigerbbs.com/b501d88fbeb9d27b09db3c484a916a99\" tg-width=\"801\" tg-height=\"194\" referrerpolicy=\"no-referrer\"/></p><p>由此可见，在“2018绩效奖”中，董事会已经认可了老马未来可能的退位方案：<b>一旦从特斯拉CEO的位置上退下来，老马将专门负责产品团队，同时，接任CEO也将汇报给老马。</b>换句话说，在执行层面，老马将仍然是特斯拉公司的话事人，只是他会把个人精力更聚焦到产品层面，从公司具体的运营和执行事务中解放出来。</p><p>当然，短期内谁也无法取代马斯克的位置；而且，即使这位钢铁侠真的“退位”，按他的性格，会老老实实只管产品，不参与日常管理吗？让我们拭目以待。</p></body></html>","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>期权大单 | 特斯拉短线看涨交易提升，马斯克“退休”早有安排？</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{ font-size:24px; }\nh2{ font-size:20px; }\nh3{ font-size:18px; }\nh4{ font-size:16px; }\nh5{ font-size:14px; }\nh6{ font-size:12px; }\np,ul,ol,blockquote,dl,table{ margin:1.2em 0; }\nul,ol{ margin-left:2em; }\nul{ list-style:disc; }\nol{ list-style:decimal; }\nli,li p{ margin:10px 0;}\nimg{ max-width:100%;display:block;margin:0 auto 1em; }\nblockquote{ color:#B5B2B1; border-left:3px solid #aaa; padding:1em; }\nstrong,b{font-weight:bold;}\nem,i{font-style:italic;}\ntable{ width:100%;border-collapse:collapse;border-spacing:1px;margin:1em 0;font-size:.9em; }\nth,td{ padding:5px;text-align:left;border:1px solid #aaa; }\nth{ font-weight:bold;background:#5d5d5d; }\n.symbol-link{font-weight:bold;}\n/* header{ border-bottom:1px solid #494756; } */\n.title{ margin:0 0 8px;line-height:1.3;color:#ddd; }\n.meta {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期权大单 | 特斯拉短线看涨交易提升，马斯克“退休”早有安排？\n</h2>\n\n<h4 class=\"meta\">\n\n\n<a class=\"head\" href=\"https://laohu8.com/wemedia/102\">\n\n\n<div class=\"h-thumb\" style=\"background-image:url(https://static.tigerbbs.com/8274c5b9d4c2852bfb1c4d6ce16c68ba);background-size:cover;\"></div>\n\n<div class=\"h-content\">\n<p class=\"h-name\">老虎资讯综合 </p>\n<p class=\"h-time\">2022-12-21 15:03</p>\n</div>\n\n</a>\n\n\n</h4>\n\n</header>\n<article>\n<html><head></head><body><p><b>一、市场概览 （12月20日）</b></p><p>美股周二小幅收高，主要股指结束了此前连续四个交易日下跌的行情。市场继续关注美国经济衰退风险与美股前景。</p><p><img src=\"https://static.tigerbbs.com/48a5f3a13222f2febf49c0b3a996da59\" tg-width=\"840\" tg-height=\"470\" referrerpolicy=\"no-referrer\"/></p><p>12月20日美股期权市场总成交量达31,058,885张合约，环比减少约9%。其中，看涨期权占比53%，看跌期权占比47%。</p><p><b>期权成交总量TOP10</b></p><p><img src=\"https://static.tigerbbs.com/2149669e5ebb07742fa6a8df9d38a107\" tg-width=\"437\" tg-height=\"871\" referrerpolicy=\"no-referrer\"/></p><p>周二有742万份标普500 ETF和241.5万纳指ETF期权的合约交易。SPY和QQQ的总交易量分别较前一天下跌了10.5%和3%，55%的SPY交易押注于看跌期权。</p><p><b>特斯拉，短线能否否极泰来</b></p><p>周二，特斯拉的股价大跌8%，年内跌幅超60%，市值自2020年以来首次被埃克森美孚反超。特斯拉的短线期权交易继续活跃，与前一交易日不同的是，<b>在活跃单中，CALL Option的成交占比达七成。</b></p><p><img src=\"https://static.tigerbbs.com/7a81e15822533ca939ab04ed70872a94\" tg-width=\"581\" tg-height=\"400\" referrerpolicy=\"no-referrer\"/></p><p>同时，据《巴伦周刊》的报道，<b>目前仍大约有60%关注特斯拉的分析师将特斯拉评级为买入。</b>艾夫斯、费拉古和德莱尼均给予特斯拉“买入”评级。标普500指数中股票的平均购买评级比率约为58% ，近几个月来，华尔街对特斯拉股票的兴趣一直在升温。2022年初时，大约只有41%的分析师给特斯拉的评级为买入。</p><p><b>马斯克的“退位”已有安排？</b></p><p>这几天关于特斯拉该不该换掉马斯克的争论很多。其实，这个事情特斯拉和马斯克本人都早有考虑。</p><p><b>2018年1月，特斯拉官网发表了一篇题为《特斯拉宣布为埃隆·马斯克设立新的长期绩效奖》的公开信，信的副标题为“埃隆将继续长期领导特斯拉”。</b>其中提到：</p><p>“特斯拉今天宣布了一项新的针对埃隆·马斯克的为期十年的CEO绩效奖，其归属完全取决于实现市值和运营里程碑，这将使特斯拉成为世界上最有价值的公司之一。为了完全获得归属，特斯拉的市值必须增长到6500亿美元（增加近6000亿美元），而且还必须实现重要的收入和盈利目标。这个奖励是以埃隆2012年的绩效奖励为蓝本，当时，该奖励的设置帮助特斯拉的市值在其后五年内增长了17倍以上。</p><p>埃隆不会得到任何形式的受保障薪酬：没有工资，没有现金红利，也没有仅仅通过时间的推移就能获得归属的股权。相反，埃隆的唯一报酬，将是100%有风险的业绩奖，这确保他只有在特斯拉和所有股东都受益良好的情况下才会得到报酬。由于所有特斯拉员工都获得了股权，这也意味着，埃隆的报酬与特斯拉所有人的成功息息相关。”</p><p><img src=\"https://static.tigerbbs.com/e620b29b967bc925e554c198a904d3a2\" tg-width=\"800\" tg-height=\"483\" referrerpolicy=\"no-referrer\"/></p><p>“2018薪酬奖”规定，用来激励老马的总股票期权数量，占2018年1月19日特斯拉总股数的12%，对应现在的约3.04亿股。这个激励总量，均匀的分为12档，每解锁一档业绩指标，老马即可归属(vest)一档股票期权，对应现在的约2500万股。</p><p>解锁业绩指标后，股票期权归属的附件条件为：<b>归属时，老马必须担任特斯拉的首席执行官(CEO)，或者同时担任董事会执行主席(Executive Chairman)和首席产品官(CPO)。</b></p><p>关于这一点，特斯拉新闻信这么解释：</p><p>“为了在达到里程碑时进行归属，埃隆必须继续担任特斯拉的首席执行官，或同时担任董事会执行主席和首席产品官，不管哪种情况，所有领导层最终都向他汇报。<b>这确保了埃隆将继续长期领导特斯拉的管理层，同时也提供了灵活性，以便在未来的某个时候引进另一位向埃隆汇报的首席执行官(CEO)。</b>虽然目前没有打算这样做，但随着特斯拉的不断发展，它提供了灵活性，有可能让埃隆把更多的注意力放在对特斯拉的长期增长和盈利能力影响最大的各种关键产品和战略问题上。”</p><p><img src=\"https://static.tigerbbs.com/b501d88fbeb9d27b09db3c484a916a99\" tg-width=\"801\" tg-height=\"194\" referrerpolicy=\"no-referrer\"/></p><p>由此可见，在“2018绩效奖”中，董事会已经认可了老马未来可能的退位方案：<b>一旦从特斯拉CEO的位置上退下来，老马将专门负责产品团队，同时，接任CEO也将汇报给老马。</b>换句话说，在执行层面，老马将仍然是特斯拉公司的话事人，只是他会把个人精力更聚焦到产品层面，从公司具体的运营和执行事务中解放出来。</p><p>当然，短期内谁也无法取代马斯克的位置；而且，即使这位钢铁侠真的“退位”，按他的性格，会老老实实只管产品，不参与日常管理吗？让我们拭目以待。</p></body></html>\n\n</article>\n</div>\n</body>\n</html>\n","type":0,"thumbnail":"https://static.tigerbbs.com/fb3952e78c4c7330e4960d16950edf07","relate_stocks":{"QQQ":"纳指100ETF","SPY":"标普500ETF","SQQQ":"纳指三倍做空ETF","TQQQ":"纳指三倍做多ETF"},"source_url":"","is_english":false,"share_image_url":"https://static.laohu8.com/e9f99090a1c2ed51c021029395664489","article_id":"1163376579","content_text":"一、市场概览 （12月20日）美股周二小幅收高，主要股指结束了此前连续四个交易日下跌的行情。市场继续关注美国经济衰退风险与美股前景。12月20日美股期权市场总成交量达31,058,885张合约，环比减少约9%。其中，看涨期权占比53%，看跌期权占比47%。期权成交总量TOP10周二有742万份标普500 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