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- 你爸爸的你爸爸的
  ·2020-11-14
  昨天跌😭
  两年前建议买入现在突然做空香橼对蔚来汽车上演“大变脸”
  香橼在其做空报告中指出，基于各方面的分析，蔚来汽车的目标价应为25美元，即在被做空前的股价上“腰斩”。蔚来汽车是国内一家新造车企业，于2018年9月在美国纽交所上市。目前，蔚来汽车尚未公布第三季度财报，而其第二季度财报显示，蔚来在该季度营收37.2亿元，同比升146%；归母净亏损11.76亿元，同比收窄63.6％。此次香橼的做空报告将蔚来汽车与特斯拉放在了直接竞争对手的层面上，进行了多方面的对比。
  两年前建议买入现在突然做空香橼对蔚来汽车上演“大变脸”
  3,660 评论
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- 你爸爸的你爸爸的
  ·2020-10-29
  股票真的是做短期的$小鹏汽车(XPEV)$
  1,987 评论
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- 你爸爸的你爸爸的
  ·2020-10-24
  [开心]
  2,166 评论
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- 你爸爸的你爸爸的
  ·2020-10-16
  不谈恋爱 b事没有
  2,545 评论
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- 你爸爸的你爸爸的
  ·2020-10-14
  反正中不了几股
  名创优品计划将美国IPO价格定在指导价区间上方
  10月14日讯，据路透IFR，名创优品美股IPO定价高于指引区间，为20美元/股。此前名创优品的发行价指引区间定为16.50至18.50美元。
  名创优品计划将美国IPO价格定在指导价区间上方
  1,655 评论
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- 你爸爸的你爸爸的
  ·2020-10-11
  港股20倍杠杆打新一起组队打的有没有！！！
  2,638 评论
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- 你爸爸的你爸爸的
  ·2020-10-08
  指望美股一夜暴富是妄想么
  2,777 评论
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- 你爸爸的你爸爸的
  ·2020-10-04
  散户必亏么
  2,343 评论
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- 你爸爸的你爸爸的
  ·2020-09-29
  打新股真的稳赚吗
  2,027 评论
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- 你爸爸的你爸爸的
  ·2020-09-26
  蚂蚁集团打新会不会当天就跌。。
  2,446 评论
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href=http://cj.sina.cn/article/normal_detail?url=https://k.sina.cn/article_1641561812_61d83ed402000uoop.html><strong>经济观察报</strong></a>\n\n\n</h4>\n\n</header>\n<article>\n<div>\n<p>经济观察网记者 周菊  从去年最低1.19美元/股疯涨40倍最高达到近50美元/股，蔚来汽车在今年上演大反转之后，却突然在北京时间11月13日夜里遭国际知名做空机构——香橼沽空。香橼在其做空报告中指出，基于各方面的分析，蔚来汽车的目标价应为25美元，即在被做空前的股价上“腰斩”。在香橼发布做空报告后，盘初一度涨超11％的蔚来汽车最终收跌7.35％，报44.56美元/股，结束了此前强势的增长势头。...</p>\n\n<a href=\"http://cj.sina.cn/article/normal_detail?url=https://k.sina.cn/article_1641561812_61d83ed402000uoop.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/71e083ef578be0fa6cea421c4a68bb5b","relate_stocks":{"TSLA":"特斯拉","NIO":"蔚来"},"source_url":"http://cj.sina.cn/article/normal_detail?url=https://k.sina.cn/article_1641561812_61d83ed402000uoop.html","is_english":false,"share_image_url":"https://static.laohu8.com/e9f99090a1c2ed51c021029395664489","article_id":"2083485051","content_text":"经济观察网记者 周菊  从去年最低1.19美元/股疯涨40倍最高达到近50美元/股，蔚来汽车在今年上演大反转之后，却突然在北京时间11月13日夜里遭国际知名做空机构——香橼沽空。香橼在其做空报告中指出，基于各方面的分析，蔚来汽车的目标价应为25美元，即在被做空前的股价上“腰斩”。在香橼发布做空报告后，盘初一度涨超11％的蔚来汽车最终收跌7.35％，报44.56美元/股，结束了此前强势的增长势头。经济观察网记者就此份报告给蔚来汽车带来的影响采访蔚来汽车内部人士，但截至发稿尚未得到回复。蔚来汽车被沽空似乎也影响到了在美上市的其它两家新造车企业——小鹏汽车和理想汽车，两者均在11月13日结束了此前较猛的增长势头转而下跌。截至收盘，小鹏汽车跌6.13％，收报41.99美元/股；理想汽车跌1.83％，收报31.2美元/股。蔚来汽车是国内一家新造车企业，于2018年9月在美国纽交所上市。今年下半年以来，随着融资到位和交付量增加，其股价持续大幅上涨。而香橼是一家知名的国际空头机构，几乎没有失手的时候，此次其看空蔚来汽车股价的原因主要有三个方面，而研究的方法则主要是将蔚来汽车与美国电动车企业特斯拉做对比。第一，香橼认为特斯拉Model Y在中国的低定价将冲击蔚来ES6的表现。香橼援引德意志银行的分析称，特斯拉可能会大幅降低上海工厂Model Y的价格，从48.8万元人民币（7.3万美元）降至36万-39万人民币（5.6万-5.8万美元）。而由于Model Y将成为蔚来EC6和ES6直接竞争对手，这可能会打击蔚来的订单增长势头。同时其指出，根据中国证券公司天风证券的预测，中国制造的Model Y可能会以非常合理的27.5万人民币(约合4.1万美元)的价格起价。基于此，其认为中国豪华电动汽车的降价潮即将到来，可能引发激烈竞争。第二，蔚来汽车相对估值是特斯拉两倍，但蔚来汽车的销量表现却远不如特斯拉。香橼指出，蔚来汽车和特斯拉的估值存在巨大脱节——目前蔚来估值是未来12个月销售额的17至18倍，而特斯拉为9倍，双方差距创下历史新高，但10月特斯拉在华销量却是蔚来汽车的两倍多。其还指出，特斯拉在美市占率接近50%，但蔚来在中国新能源汽车市场上的份额仅为3%。香橼在报告的最后结论部分还提到，巴菲特投资的比亚迪今年也暴涨400%，但估值仅为销售额的3倍，相比之下蔚来汽车高达17倍以上，意指蔚来估值并不合理。第三，蔚来汽车的投资者中充斥大量投机者。香橼表示，虽然特斯拉投资者包括知名投资基金Baillie 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11:15</p>\n</div>\n\n</a>\n\n\n</h4>\n\n</header>\n<article>\n<p>10月14日讯，据路透IFR，名创优品美股IPO定价高于指引区间，为20美元/股。此前名创优品的发行价指引区间定为16.50至18.50美元。</p>\n\n</article>\n</div>\n</body>\n</html>\n","type":0,"thumbnail":"https://static.tigerbbs.com/f1ba9d7118bf176c3c40e42b5a99126a","relate_stocks":{},"is_english":false,"share_image_url":"https://static.laohu8.com/e9f99090a1c2ed51c021029395664489","article_id":"1156808562","content_text":"10月14日讯，据路透IFR，名创优品美股IPO定价高于指引区间，为20美元/股。此前名创优品的发行价指引区间定为16.50至18.50美元。","news_type":1,"symbols_score_info":{}},"isVote":1,"tweetType":1,"viewCount":1655,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"CN","totalScore":0},{"id":300791327,"gmtCreate":1602391606269,"gmtModify":1703826538756,"author":{"id":"3558399688184323","authorId":"3558399688184323","name":"你爸爸的","avatar":"https://static.tigerbbs.com/8b389d8411015f030a263e170a9856d9","crmLevel":2,"crmLevelSwitch":0,"followedFlag":false,"idStr":"3558399688184323","authorIdStr":"3558399688184323"},"themes":[],"htmlText":"港股20倍杠杆打新一起组队打的有没有！！！","listText":"港股20倍杠杆打新一起组队打的有没有！！！","text":"港股20倍杠杆打新一起组队打的有没有！！！","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":0,"commentSize":0,"repostSize":0,"link":"https://laohu8.com/post/300791327","isVote":1,"tweetType":1,"viewCount":2638,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"CN","totalScore":0},{"id":300834597,"gmtCreate":1602125091419,"gmtModify":1703825890480,"author":{"id":"3558399688184323","authorId":"3558399688184323","name":"你爸爸的","avatar":"https://static.tigerbbs.com/8b389d8411015f030a263e170a9856d9","crmLevel":2,"crmLevelSwitch":0,"followedFlag":false,"idStr":"3558399688184323","authorIdStr":"3558399688184323"},"themes":[],"htmlText":"指望美股一夜暴富是妄想么","listText":"指望美股一夜暴富是妄想么","text":"指望美股一夜暴富是妄想么","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":0,"commentSize":0,"repostSize":0,"link":"https://laohu8.com/post/300834597","isVote":1,"tweetType":1,"viewCount":2777,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"CN","totalScore":0},{"id":977444153,"gmtCreate":1601772156672,"gmtModify":1703825188141,"author":{"id":"3558399688184323","authorId":"3558399688184323","name":"你爸爸的","avatar":"https://static.tigerbbs.com/8b389d8411015f030a263e170a9856d9","crmLevel":2,"crmLevelSwitch":0,"followedFlag":false,"idStr":"3558399688184323","authorIdStr":"3558399688184323"},"themes":[],"htmlText":"散户必亏么","listText":"散户必亏么","text":"散户必亏么","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":0,"commentSize":0,"repostSize":0,"link":"https://laohu8.com/post/977444153","isVote":1,"tweetType":1,"viewCount":2343,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"CN","totalScore":0},{"id":977049659,"gmtCreate":1601384422571,"gmtModify":1703824125714,"author":{"id":"3558399688184323","authorId":"3558399688184323","name":"你爸爸的","avatar":"https://static.tigerbbs.com/8b389d8411015f030a263e170a9856d9","crmLevel":2,"crmLevelSwitch":0,"followedFlag":false,"idStr":"3558399688184323","authorIdStr":"3558399688184323"},"themes":[],"htmlText":"打新股真的稳赚吗","listText":"打新股真的稳赚吗","text":"打新股真的稳赚吗","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":0,"commentSize":0,"repostSize":0,"link":"https://laohu8.com/post/977049659","isVote":1,"tweetType":1,"viewCount":2027,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"CN","totalScore":0},{"id":974268262,"gmtCreate":1601098011256,"gmtModify":1703823570528,"author":{"id":"3558399688184323","authorId":"3558399688184323","name":"你爸爸的","avatar":"https://static.tigerbbs.com/8b389d8411015f030a263e170a9856d9","crmLevel":2,"crmLevelSwitch":0,"followedFlag":false,"idStr":"3558399688184323","authorIdStr":"3558399688184323"},"themes":[],"htmlText":"蚂蚁集团打新 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