虹桥路貔貅的个人主页 - 老虎社区

虹桥路貔貅

虹桥路貔貅

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IP属地：上海

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3主题

0勋章

虹桥路貔貅

12-08 23:04

‌这个票真垃圾，怎么天天跌，**了。‌

虹桥路貔貅

12-03

天天逼逼逼，真烦。

《大空头》迈克尔·伯里重启对特斯拉的做空押注，称该股“估值过高”

虹桥路貔貅

11-10

$谷歌(GOOG)$ 涨

虹桥路貔貅

11-10

虹桥路貔貅

11-03

$TSLA 20251121 460.0 CALL$ 不错

虹桥路貔貅

10-30

$Tradr 2X Short TSLA Daily ETF(TSLQ)$ 买少了

虹桥路貔貅

10-17

$紫金黄金国际(02259)$ 看涨到168

虹桥路貔貅

10-15

$美国超微公司(AMD)$ 成功守住利润

虹桥路貔貅

10-09

$美国超微公司(AMD)$ 挑选

虹桥路貔貅

10-08

$赤峰黄金(06693)$ 死心塌地的拿着

虹桥路貔貅

10-07

$Circle Internet Corp.(CRCL)$ 加油180目标价

虹桥路貔貅

10-07

$Circle Internet Corp.(CRCL)$ 加油180

虹桥路貔貅

10-01

$TSLA 20251017 445.0 CALL$ 好，看好后续业绩

虹桥路貔貅

09-29

$NVDA 20251010 177.5 CALL$ 好

虹桥路貔貅

09-29

$紫金黄金国际(02259)$ 等主力拉升

虹桥路貔貅

09-26

$AMD 20251010 165.0 CALL$ 100到手

虹桥路貔貅

09-24

$Direxion Daily TSLA Bull 2X Shares(TSLL)$ 止盈部分利润💰

虹桥路貔貅

09-23

$Direxion Daily TSLA Bull 2X Shares(TSLL)$ 今晚大戏

虹桥路貔貅

09-23

$NVDA 20251017 185.0 CALL$ 做多

虹桥路貔貅

09-22

$Direxion Daily TSLA Bull 2X Shares(TSLL)$

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08:11","market":"us","language":"zh","title":"《大空头》迈克尔·伯里重启对特斯拉的做空押注，称该股“估值过高”","url":"https://stock-news.laohu8.com/highlight/detail?id=1174321317","media":"老虎资讯综合","summary":"上个月获得股东压倒性批准的2025年薪酬方案，可能使马斯克获得至少数千万股特斯拉股票，这将进一步稀释现有股东的持股比例。《大空头》的投资人伯里此前曾在2021年做空特斯拉，当时他的对冲基金做空了约5.3亿美元的特斯拉股票，并在几个月后平仓。目前尚不清楚他第一次做空特斯拉的具体结果，但根据Scion披露做空信息到伯里表示平仓期间特斯拉的股价走势来看，该公司很可能蒙受了损失。马斯克过去对特斯拉的做空者并不友好。","content":"<html><head></head><body><p>12月2日，据《财富》杂志报道，曾成功预测 2008 年房地产市场崩盘的《大空头》投资者表示，电动汽车制造商<a href=\"https://laohu8.com/S/TSLA\">特斯拉</a>的估值“高得离谱”，并警告称马斯克 1 万亿美元的薪酬计划只会让情况变得更糟。</p><p>上个月注销了其对冲基金 Scion Asset Management 的 Michael Burry 在新推出的 Substack 账户上透露，他押注做空埃隆·马斯克的特斯拉。 </p><p style=\"text-align: start;\">他在一篇帖子中写道：“特斯拉目前的市值被严重高估，而且这种情况已经持续了很长时间。”</p><p>伯里表示，特斯拉通过向员工发放股票期权作为薪酬，却不进行股票回购来抵消影响，导致其股东权益每年被稀释约3.6%。他还补充说，首席执行官马斯克的巨额薪酬会让情况更加糟糕。 </p><p style=\"text-align: start;\">上个月获得股东压倒性批准的2025年薪酬方案，可能使马斯克获得至少数千万股特斯拉股票，这将进一步稀释现有股东的持股比例。方案最高时，马斯克将获得数亿股股票，只要他达到严格的目标，其特斯拉持股比例将从目前的15%增至29%。</p><p style=\"text-align: start;\">据《财富》杂志的肖恩·塔利报道，如果马斯克能够实现解锁薪酬所需的两个比较容易实现的目标，那么他可能比支持他的股东们获益更多。</p><p style=\"text-align: start;\">周一，该公司股价约为 426 美元，在 Burry 的博客文章发表后下跌不到 1%，但由于年初股价大幅下跌后的反弹，今年迄今为止股价仍上涨超过 6%。 </p><p style=\"text-align: start;\">除了认为特斯拉估值过高之外，伯里还抨击了该公司的超级粉丝，称特斯拉的首要任务是一个不断变化的目标。</p><p style=\"text-align: start;\">这位传奇投资人说：“顺便一提，埃隆·马斯克的拥趸们曾经全力投入电动汽车，直到出现竞争对手；后来又全力投入自动驾驶，直到出现竞争对手；现在又全力投入<a href=\"https://laohu8.com/S/300024\">机器人</a>——直到出现竞争对手。”</p><p>特斯拉尚未回复《财富》杂志的置评请求。</p><p>伯里做空特斯拉之前，还做空了科技巨头<a href=\"https://laohu8.com/S/NVDA\">英伟达</a>和<a href=\"https://laohu8.com/S/PLTR\">Palantir</a>，他最近也透露了这一点。 </p><p style=\"text-align: start;\">《大空头》的投资人伯里此前曾在2021年做空特斯拉，当时他的对冲基金做空了约5.3亿美元的特斯拉股票，并在几个月后平仓。当时，伯里告诉CNBC，这“只是一笔交易”。目前尚不清楚他第一次做空特斯拉的具体结果，但根据Scion披露做空信息到伯里表示平仓期间特斯拉的股价走势来看，该公司很可能蒙受了损失。 </p><p style=\"text-align: start;\">不过，伯里的观点并非华尔街的共识。尽管他预测特斯拉前景黯淡，但仍有约四分之三的分析师对特斯拉给予“买入”或“持有”评级。上个月，特斯拉股东批准了马斯克的薪酬方案后，特斯拉的坚定支持者丹·艾夫斯及其韦德布什证券团队重申了他们对这位首席执行官及其公司愿景的支持。</p><p style=\"text-align: start;\">马斯克过去对特斯拉的做空者并不友好。大约在2022年，在发现比尔·盖茨做空特斯拉股票后，马斯克对这位<a href=\"https://laohu8.com/S/MSFT\">微软</a>联合创始人“非常刻薄”，盖茨后来在一次采访中透露了这一点。</p><p style=\"text-align: start;\">目前尚不清楚盖茨是否已经平仓，但马斯克并没有忘记。 </p><p>“如果盖茨还没有完全平仓他持有近 8 年的特斯拉疯狂空头头寸，他最好尽快平仓。”他上个月在X上发表的一篇文章中写道。</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>《大空头》迈克尔·伯里重启对特斯拉的做空押注，称该股“估值过高”</title>\n<style 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}\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《大空头》迈克尔·伯里重启对特斯拉的做空押注，称该股“估值过高”\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\">2025-12-02 08:11</p>\n</div>\n\n</a>\n\n\n</h4>\n\n</header>\n<article>\n<html><head></head><body><p>12月2日，据《财富》杂志报道，曾成功预测 2008 年房地产市场崩盘的《大空头》投资者表示，电动汽车制造商<a href=\"https://laohu8.com/S/TSLA\">特斯拉</a>的估值“高得离谱”，并警告称马斯克 1 万亿美元的薪酬计划只会让情况变得更糟。</p><p>上个月注销了其对冲基金 Scion Asset Management 的 Michael Burry 在新推出的 Substack 账户上透露，他押注做空埃隆·马斯克的特斯拉。 </p><p style=\"text-align: start;\">他在一篇帖子中写道：“特斯拉目前的市值被严重高估，而且这种情况已经持续了很长时间。”</p><p>伯里表示，特斯拉通过向员工发放股票期权作为薪酬，却不进行股票回购来抵消影响，导致其股东权益每年被稀释约3.6%。他还补充说，首席执行官马斯克的巨额薪酬会让情况更加糟糕。 </p><p style=\"text-align: start;\">上个月获得股东压倒性批准的2025年薪酬方案，可能使马斯克获得至少数千万股特斯拉股票，这将进一步稀释现有股东的持股比例。方案最高时，马斯克将获得数亿股股票，只要他达到严格的目标，其特斯拉持股比例将从目前的15%增至29%。</p><p style=\"text-align: start;\">据《财富》杂志的肖恩·塔利报道，如果马斯克能够实现解锁薪酬所需的两个比较容易实现的目标，那么他可能比支持他的股东们获益更多。</p><p style=\"text-align: start;\">周一，该公司股价约为 426 美元，在 Burry 的博客文章发表后下跌不到 1%，但由于年初股价大幅下跌后的反弹，今年迄今为止股价仍上涨超过 6%。 </p><p style=\"text-align: start;\">除了认为特斯拉估值过高之外，伯里还抨击了该公司的超级粉丝，称特斯拉的首要任务是一个不断变化的目标。</p><p style=\"text-align: start;\">这位传奇投资人说：“顺便一提，埃隆·马斯克的拥趸们曾经全力投入电动汽车，直到出现竞争对手；后来又全力投入自动驾驶，直到出现竞争对手；现在又全力投入<a href=\"https://laohu8.com/S/300024\">机器人</a>——直到出现竞争对手。”</p><p>特斯拉尚未回复《财富》杂志的置评请求。</p><p>伯里做空特斯拉之前，还做空了科技巨头<a href=\"https://laohu8.com/S/NVDA\">英伟达</a>和<a href=\"https://laohu8.com/S/PLTR\">Palantir</a>，他最近也透露了这一点。 </p><p style=\"text-align: start;\">《大空头》的投资人伯里此前曾在2021年做空特斯拉，当时他的对冲基金做空了约5.3亿美元的特斯拉股票，并在几个月后平仓。当时，伯里告诉CNBC，这“只是一笔交易”。目前尚不清楚他第一次做空特斯拉的具体结果，但根据Scion披露做空信息到伯里表示平仓期间特斯拉的股价走势来看，该公司很可能蒙受了损失。 </p><p style=\"text-align: start;\">不过，伯里的观点并非华尔街的共识。尽管他预测特斯拉前景黯淡，但仍有约四分之三的分析师对特斯拉给予“买入”或“持有”评级。上个月，特斯拉股东批准了马斯克的薪酬方案后，特斯拉的坚定支持者丹·艾夫斯及其韦德布什证券团队重申了他们对这位首席执行官及其公司愿景的支持。</p><p style=\"text-align: start;\">马斯克过去对特斯拉的做空者并不友好。大约在2022年，在发现比尔·盖茨做空特斯拉股票后，马斯克对这位<a href=\"https://laohu8.com/S/MSFT\">微软</a>联合创始人“非常刻薄”，盖茨后来在一次采访中透露了这一点。</p><p style=\"text-align: start;\">目前尚不清楚盖茨是否已经平仓，但马斯克并没有忘记。 </p><p>“如果盖茨还没有完全平仓他持有近 8 年的特斯拉疯狂空头头寸，他最好尽快平仓。”他上个月在X上发表的一篇文章中写道。</p></body></html>\n\n</article>\n</div>\n</body>\n</html>\n","type":0,"thumbnail":"https://static.tigerbbs.com/8350896f4f33c86bc28f200b67ab82b4","relate_stocks":{"TSLA":"特斯拉","TSLL":"2倍做多TSLA ETF-Direxion"},"source_url":"","is_english":false,"share_image_url":"https://static.laohu8.com/e9f99090a1c2ed51c021029395664489","article_id":"1174321317","content_text":"12月2日，据《财富》杂志报道，曾成功预测 2008 年房地产市场崩盘的《大空头》投资者表示，电动汽车制造商特斯拉的估值“高得离谱”，并警告称马斯克 1 万亿美元的薪酬计划只会让情况变得更糟。上个月注销了其对冲基金 Scion Asset Management 的 Michael Burry 在新推出的 Substack 账户上透露，他押注做空埃隆·马斯克的特斯拉。 他在一篇帖子中写道：“特斯拉目前的市值被严重高估，而且这种情况已经持续了很长时间。”伯里表示，特斯拉通过向员工发放股票期权作为薪酬，却不进行股票回购来抵消影响，导致其股东权益每年被稀释约3.6%。他还补充说，首席执行官马斯克的巨额薪酬会让情况更加糟糕。 上个月获得股东压倒性批准的2025年薪酬方案，可能使马斯克获得至少数千万股特斯拉股票，这将进一步稀释现有股东的持股比例。方案最高时，马斯克将获得数亿股股票，只要他达到严格的目标，其特斯拉持股比例将从目前的15%增至29%。据《财富》杂志的肖恩·塔利报道，如果马斯克能够实现解锁薪酬所需的两个比较容易实现的目标，那么他可能比支持他的股东们获益更多。周一，该公司股价约为 426 美元，在 Burry 的博客文章发表后下跌不到 1%，但由于年初股价大幅下跌后的反弹，今年迄今为止股价仍上涨超过 6%。 除了认为特斯拉估值过高之外，伯里还抨击了该公司的超级粉丝，称特斯拉的首要任务是一个不断变化的目标。这位传奇投资人说：“顺便一提，埃隆·马斯克的拥趸们曾经全力投入电动汽车，直到出现竞争对手；后来又全力投入自动驾驶，直到出现竞争对手；现在又全力投入机器人——直到出现竞争对手。”特斯拉尚未回复《财富》杂志的置评请求。伯里做空特斯拉之前，还做空了科技巨头英伟达和Palantir，他最近也透露了这一点。 《大空头》的投资人伯里此前曾在2021年做空特斯拉，当时他的对冲基金做空了约5.3亿美元的特斯拉股票，并在几个月后平仓。当时，伯里告诉CNBC，这“只是一笔交易”。目前尚不清楚他第一次做空特斯拉的具体结果，但根据Scion披露做空信息到伯里表示平仓期间特斯拉的股价走势来看，该公司很可能蒙受了损失。 不过，伯里的观点并非华尔街的共识。尽管他预测特斯拉前景黯淡，但仍有约四分之三的分析师对特斯拉给予“买入”或“持有”评级。上个月，特斯拉股东批准了马斯克的薪酬方案后，特斯拉的坚定支持者丹·艾夫斯及其韦德布什证券团队重申了他们对这位首席执行官及其公司愿景的支持。马斯克过去对特斯拉的做空者并不友好。大约在2022年，在发现比尔·盖茨做空特斯拉股票后，马斯克对这位微软联合创始人“非常刻薄”，盖茨后来在一次采访中透露了这一点。目前尚不清楚盖茨是否已经平仓，但马斯克并没有忘记。 “如果盖茨还没有完全平仓他持有近 8 年的特斯拉疯狂空头头寸，他最好尽快平仓。”他上个月在X上发表的一篇文章中写道。","news_type":1,"symbols_score_info":{"TSLA":1.5,"TSLL":1.5}},"isVote":1,"tweetType":1,"viewCount":41,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"CN","totalScore":0},{"id":498734934848040,"gmtCreate":1762786709785,"gmtModify":1762786713091,"author":{"id":"3581913169310173","authorId":"3581913169310173","name":"虹桥路貔貅","avatar":"https://static.tigerbbs.com/30d154cb434f43db4095a6e962a39131","crmLevel":7,"crmLevelSwitch":1,"followedFlag":false,"authorIdStr":"3581913169310173","idStr":"3581913169310173"},"themes":[],"title":"","htmlText":"<a href=\"https://laohu8.com/S/GOOG\">$谷歌(GOOG)$&nbsp;</a> 涨","listText":"<a href=\"https://laohu8.com/S/GOOG\">$谷歌(GOOG)$&nbsp;</a> 涨","text":"$谷歌(GOOG)$ 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08:11","market":"us","language":"zh","title":"《大空头》迈克尔·伯里重启对特斯拉的做空押注，称该股“估值过高”","url":"https://stock-news.laohu8.com/highlight/detail?id=1174321317","media":"老虎资讯综合","summary":"上个月获得股东压倒性批准的2025年薪酬方案，可能使马斯克获得至少数千万股特斯拉股票，这将进一步稀释现有股东的持股比例。《大空头》的投资人伯里此前曾在2021年做空特斯拉，当时他的对冲基金做空了约5.3亿美元的特斯拉股票，并在几个月后平仓。目前尚不清楚他第一次做空特斯拉的具体结果，但根据Scion披露做空信息到伯里表示平仓期间特斯拉的股价走势来看，该公司很可能蒙受了损失。马斯克过去对特斯拉的做空者并不友好。","content":"<html><head></head><body><p>12月2日，据《财富》杂志报道，曾成功预测 2008 年房地产市场崩盘的《大空头》投资者表示，电动汽车制造商<a href=\"https://laohu8.com/S/TSLA\">特斯拉</a>的估值“高得离谱”，并警告称马斯克 1 万亿美元的薪酬计划只会让情况变得更糟。</p><p>上个月注销了其对冲基金 Scion Asset Management 的 Michael Burry 在新推出的 Substack 账户上透露，他押注做空埃隆·马斯克的特斯拉。 </p><p style=\"text-align: start;\">他在一篇帖子中写道：“特斯拉目前的市值被严重高估，而且这种情况已经持续了很长时间。”</p><p>伯里表示，特斯拉通过向员工发放股票期权作为薪酬，却不进行股票回购来抵消影响，导致其股东权益每年被稀释约3.6%。他还补充说，首席执行官马斯克的巨额薪酬会让情况更加糟糕。 </p><p style=\"text-align: start;\">上个月获得股东压倒性批准的2025年薪酬方案，可能使马斯克获得至少数千万股特斯拉股票，这将进一步稀释现有股东的持股比例。方案最高时，马斯克将获得数亿股股票，只要他达到严格的目标，其特斯拉持股比例将从目前的15%增至29%。</p><p style=\"text-align: start;\">据《财富》杂志的肖恩·塔利报道，如果马斯克能够实现解锁薪酬所需的两个比较容易实现的目标，那么他可能比支持他的股东们获益更多。</p><p style=\"text-align: start;\">周一，该公司股价约为 426 美元，在 Burry 的博客文章发表后下跌不到 1%，但由于年初股价大幅下跌后的反弹，今年迄今为止股价仍上涨超过 6%。 </p><p style=\"text-align: start;\">除了认为特斯拉估值过高之外，伯里还抨击了该公司的超级粉丝，称特斯拉的首要任务是一个不断变化的目标。</p><p style=\"text-align: start;\">这位传奇投资人说：“顺便一提，埃隆·马斯克的拥趸们曾经全力投入电动汽车，直到出现竞争对手；后来又全力投入自动驾驶，直到出现竞争对手；现在又全力投入<a href=\"https://laohu8.com/S/300024\">机器人</a>——直到出现竞争对手。”</p><p>特斯拉尚未回复《财富》杂志的置评请求。</p><p>伯里做空特斯拉之前，还做空了科技巨头<a href=\"https://laohu8.com/S/NVDA\">英伟达</a>和<a href=\"https://laohu8.com/S/PLTR\">Palantir</a>，他最近也透露了这一点。 </p><p style=\"text-align: start;\">《大空头》的投资人伯里此前曾在2021年做空特斯拉，当时他的对冲基金做空了约5.3亿美元的特斯拉股票，并在几个月后平仓。当时，伯里告诉CNBC，这“只是一笔交易”。目前尚不清楚他第一次做空特斯拉的具体结果，但根据Scion披露做空信息到伯里表示平仓期间特斯拉的股价走势来看，该公司很可能蒙受了损失。 </p><p style=\"text-align: start;\">不过，伯里的观点并非华尔街的共识。尽管他预测特斯拉前景黯淡，但仍有约四分之三的分析师对特斯拉给予“买入”或“持有”评级。上个月，特斯拉股东批准了马斯克的薪酬方案后，特斯拉的坚定支持者丹·艾夫斯及其韦德布什证券团队重申了他们对这位首席执行官及其公司愿景的支持。</p><p style=\"text-align: start;\">马斯克过去对特斯拉的做空者并不友好。大约在2022年，在发现比尔·盖茨做空特斯拉股票后，马斯克对这位<a href=\"https://laohu8.com/S/MSFT\">微软</a>联合创始人“非常刻薄”，盖茨后来在一次采访中透露了这一点。</p><p style=\"text-align: start;\">目前尚不清楚盖茨是否已经平仓，但马斯克并没有忘记。 </p><p>“如果盖茨还没有完全平仓他持有近 8 年的特斯拉疯狂空头头寸，他最好尽快平仓。”他上个月在X上发表的一篇文章中写道。</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>《大空头》迈克尔·伯里重启对特斯拉的做空押注，称该股“估值过高”</title>\n<style 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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《大空头》迈克尔·伯里重启对特斯拉的做空押注，称该股“估值过高”\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\">2025-12-02 08:11</p>\n</div>\n\n</a>\n\n\n</h4>\n\n</header>\n<article>\n<html><head></head><body><p>12月2日，据《财富》杂志报道，曾成功预测 2008 年房地产市场崩盘的《大空头》投资者表示，电动汽车制造商<a href=\"https://laohu8.com/S/TSLA\">特斯拉</a>的估值“高得离谱”，并警告称马斯克 1 万亿美元的薪酬计划只会让情况变得更糟。</p><p>上个月注销了其对冲基金 Scion Asset Management 的 Michael Burry 在新推出的 Substack 账户上透露，他押注做空埃隆·马斯克的特斯拉。 </p><p style=\"text-align: start;\">他在一篇帖子中写道：“特斯拉目前的市值被严重高估，而且这种情况已经持续了很长时间。”</p><p>伯里表示，特斯拉通过向员工发放股票期权作为薪酬，却不进行股票回购来抵消影响，导致其股东权益每年被稀释约3.6%。他还补充说，首席执行官马斯克的巨额薪酬会让情况更加糟糕。 </p><p style=\"text-align: start;\">上个月获得股东压倒性批准的2025年薪酬方案，可能使马斯克获得至少数千万股特斯拉股票，这将进一步稀释现有股东的持股比例。方案最高时，马斯克将获得数亿股股票，只要他达到严格的目标，其特斯拉持股比例将从目前的15%增至29%。</p><p style=\"text-align: start;\">据《财富》杂志的肖恩·塔利报道，如果马斯克能够实现解锁薪酬所需的两个比较容易实现的目标，那么他可能比支持他的股东们获益更多。</p><p style=\"text-align: start;\">周一，该公司股价约为 426 美元，在 Burry 的博客文章发表后下跌不到 1%，但由于年初股价大幅下跌后的反弹，今年迄今为止股价仍上涨超过 6%。 </p><p style=\"text-align: start;\">除了认为特斯拉估值过高之外，伯里还抨击了该公司的超级粉丝，称特斯拉的首要任务是一个不断变化的目标。</p><p style=\"text-align: start;\">这位传奇投资人说：“顺便一提，埃隆·马斯克的拥趸们曾经全力投入电动汽车，直到出现竞争对手；后来又全力投入自动驾驶，直到出现竞争对手；现在又全力投入<a href=\"https://laohu8.com/S/300024\">机器人</a>——直到出现竞争对手。”</p><p>特斯拉尚未回复《财富》杂志的置评请求。</p><p>伯里做空特斯拉之前，还做空了科技巨头<a href=\"https://laohu8.com/S/NVDA\">英伟达</a>和<a href=\"https://laohu8.com/S/PLTR\">Palantir</a>，他最近也透露了这一点。 </p><p style=\"text-align: start;\">《大空头》的投资人伯里此前曾在2021年做空特斯拉，当时他的对冲基金做空了约5.3亿美元的特斯拉股票，并在几个月后平仓。当时，伯里告诉CNBC，这“只是一笔交易”。目前尚不清楚他第一次做空特斯拉的具体结果，但根据Scion披露做空信息到伯里表示平仓期间特斯拉的股价走势来看，该公司很可能蒙受了损失。 </p><p style=\"text-align: start;\">不过，伯里的观点并非华尔街的共识。尽管他预测特斯拉前景黯淡，但仍有约四分之三的分析师对特斯拉给予“买入”或“持有”评级。上个月，特斯拉股东批准了马斯克的薪酬方案后，特斯拉的坚定支持者丹·艾夫斯及其韦德布什证券团队重申了他们对这位首席执行官及其公司愿景的支持。</p><p style=\"text-align: start;\">马斯克过去对特斯拉的做空者并不友好。大约在2022年，在发现比尔·盖茨做空特斯拉股票后，马斯克对这位<a href=\"https://laohu8.com/S/MSFT\">微软</a>联合创始人“非常刻薄”，盖茨后来在一次采访中透露了这一点。</p><p style=\"text-align: start;\">目前尚不清楚盖茨是否已经平仓，但马斯克并没有忘记。 </p><p>“如果盖茨还没有完全平仓他持有近 8 年的特斯拉疯狂空头头寸，他最好尽快平仓。”他上个月在X上发表的一篇文章中写道。</p></body></html>\n\n</article>\n</div>\n</body>\n</html>\n","type":0,"thumbnail":"https://static.tigerbbs.com/8350896f4f33c86bc28f200b67ab82b4","relate_stocks":{"TSLA":"特斯拉","TSLL":"2倍做多TSLA ETF-Direxion"},"source_url":"","is_english":false,"share_image_url":"https://static.laohu8.com/e9f99090a1c2ed51c021029395664489","article_id":"1174321317","content_text":"12月2日，据《财富》杂志报道，曾成功预测 2008 年房地产市场崩盘的《大空头》投资者表示，电动汽车制造商特斯拉的估值“高得离谱”，并警告称马斯克 1 万亿美元的薪酬计划只会让情况变得更糟。上个月注销了其对冲基金 Scion Asset Management 的 Michael Burry 在新推出的 Substack 账户上透露，他押注做空埃隆·马斯克的特斯拉。 他在一篇帖子中写道：“特斯拉目前的市值被严重高估，而且这种情况已经持续了很长时间。”伯里表示，特斯拉通过向员工发放股票期权作为薪酬，却不进行股票回购来抵消影响，导致其股东权益每年被稀释约3.6%。他还补充说，首席执行官马斯克的巨额薪酬会让情况更加糟糕。 上个月获得股东压倒性批准的2025年薪酬方案，可能使马斯克获得至少数千万股特斯拉股票，这将进一步稀释现有股东的持股比例。方案最高时，马斯克将获得数亿股股票，只要他达到严格的目标，其特斯拉持股比例将从目前的15%增至29%。据《财富》杂志的肖恩·塔利报道，如果马斯克能够实现解锁薪酬所需的两个比较容易实现的目标，那么他可能比支持他的股东们获益更多。周一，该公司股价约为 426 美元，在 Burry 的博客文章发表后下跌不到 1%，但由于年初股价大幅下跌后的反弹，今年迄今为止股价仍上涨超过 6%。 除了认为特斯拉估值过高之外，伯里还抨击了该公司的超级粉丝，称特斯拉的首要任务是一个不断变化的目标。这位传奇投资人说：“顺便一提，埃隆·马斯克的拥趸们曾经全力投入电动汽车，直到出现竞争对手；后来又全力投入自动驾驶，直到出现竞争对手；现在又全力投入机器人——直到出现竞争对手。”特斯拉尚未回复《财富》杂志的置评请求。伯里做空特斯拉之前，还做空了科技巨头英伟达和Palantir，他最近也透露了这一点。 《大空头》的投资人伯里此前曾在2021年做空特斯拉，当时他的对冲基金做空了约5.3亿美元的特斯拉股票，并在几个月后平仓。当时，伯里告诉CNBC，这“只是一笔交易”。目前尚不清楚他第一次做空特斯拉的具体结果，但根据Scion披露做空信息到伯里表示平仓期间特斯拉的股价走势来看，该公司很可能蒙受了损失。 不过，伯里的观点并非华尔街的共识。尽管他预测特斯拉前景黯淡，但仍有约四分之三的分析师对特斯拉给予“买入”或“持有”评级。上个月，特斯拉股东批准了马斯克的薪酬方案后，特斯拉的坚定支持者丹·艾夫斯及其韦德布什证券团队重申了他们对这位首席执行官及其公司愿景的支持。马斯克过去对特斯拉的做空者并不友好。大约在2022年，在发现比尔·盖茨做空特斯拉股票后，马斯克对这位微软联合创始人“非常刻薄”，盖茨后来在一次采访中透露了这一点。目前尚不清楚盖茨是否已经平仓，但马斯克并没有忘记。 “如果盖茨还没有完全平仓他持有近 8 年的特斯拉疯狂空头头寸，他最好尽快平仓。”他上个月在X上发表的一篇文章中写道。","news_type":1,"symbols_score_info":{"TSLA":1.5,"TSLL":1.5}},"isVote":1,"tweetType":1,"viewCount":41,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"CN","totalScore":0},{"id":498734934848040,"gmtCreate":1762786709785,"gmtModify":1762786713091,"author":{"id":"3581913169310173","authorId":"3581913169310173","name":"虹桥路貔貅","avatar":"https://static.tigerbbs.com/30d154cb434f43db4095a6e962a39131","crmLevel":7,"crmLevelSwitch":1,"followedFlag":false,"authorIdStr":"3581913169310173","idStr":"3581913169310173"},"themes":[],"title":"","htmlText":"<a href=\"https://laohu8.com/S/GOOG\">$谷歌(GOOG)$&nbsp;</a> 涨","listText":"<a href=\"https://laohu8.com/S/GOOG\">$谷歌(GOOG)$&nbsp;</a> 涨","text":"$谷歌(GOOG)$ 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