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Jeffrey____
Jeffrey____
·
2021-08-22
1.愿死者安息2.是否有个人财务问题3.想蔚来汽车死的竞争对手过多4.每个品牌的量产车中都有交通事故死亡案例5.不断消费死者必定是有问题的6.Nio不会长时间陷入此次交通事故漩涡7.股价不会继续因此事下跌(<5%正常范围,基于现在美股市场)
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Jeffrey____
Jeffrey____
·
2021-01-26
北汽蓝谷做的事就好像是多年前的出租车改油气混合,注定在行业中消失GG
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Jeffrey____
Jeffrey____
·
2021-01-08
业界良心?我都比你良心
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Jeffrey____
Jeffrey____
·
2020-12-03
这也就是打打嘴炮,肯定买得最欢的就是他
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Jeffrey____
Jeffrey____
·
2020-11-22
欠的钱让全世界帮忙还?
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Jeffrey____
Jeffrey____
·
2020-11-19
$蔚来(NIO)$
马可波罗计划什么时候开始啊
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Jeffrey____
Jeffrey____
·
2020-11-16
SB香橼,看到中国车企好了开始搞事情,我们买的就是NIO的未来发展,自己想上车了就直说,就算没看空,也无非是打打脸,普通人赔的却是真金白银,只想说大家顶住!
香橼为何看空蔚来?
美国时间本周五,蔚来狂飙突进的势头却遭到了阻击,知名做空机构香橼的一篇做空报告直接导致蔚来股价狂泻,最高时跌幅达到 15%。香橼在做空报告中写道:现在买蔚来股票的人买的不是一家公司或其未来预期,而是买了屏幕上滚动的三个字母。考虑到 Model Y 将成为蔚来 EC6 和 ES6 的直接竞争对手,这可能会损害用户的购买欲望,并减缓蔚来的订单上涨势头。对于香橼的做空报告,蔚来并未做出回应。
香橼为何看空蔚来?
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Jeffrey____
Jeffrey____
·
2020-11-14
$蔚来(NIO)$
香橼必打脸
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Jeffrey____
Jeffrey____
·
2020-11-14
没买到货开始做空666
大空头香橼突然发声:蔚来目标价应为25美元
周五美股盘中,新能源汽车概念股涨幅集体收窄,截至发稿,$理想汽车(LI)$涨13%,此前一度涨近30%,$小鹏汽车(XPEV)$、$蔚来(NIO)$现涨逾4%。 此前,做空机构香橼资本发表推文,称$蔚来(NIO)$汽车目标价应为25美元。 香橼资本表示,两年前,本机构在蔚来汽车股价还在7美元水平的时候推荐买入该股,那时候我们为CEO李斌独特的个人魅力所吸引。经过这两年的坎坷之路,蔚来现在已在一个未知领域中,无论从目前在中国电动汽车市场的地位还是短期前景来看,这都无法证明目前股价的合理性。
大空头香橼突然发声:蔚来目标价应为25美元
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Jeffrey____
Jeffrey____
·
2020-11-11
$蔚来(NIO)$
投资上还有许多值得我们反思的地方。
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href=\"https://laohu8.com/S/NIO\">$蔚来(NIO)$</a>马可波罗计划什么时候开始啊","listText":"<a 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17:58","market":"hk","language":"zh","title":"香橼为何看空蔚来?","url":"https://stock-news.laohu8.com/highlight/detail?id=2083248244","media":"雷峰网","summary":"美国时间本周五,蔚来狂飙突进的势头却遭到了阻击,知名做空机构香橼的一篇做空报告直接导致蔚来股价狂泻,最高时跌幅达到 15%。香橼在做空报告中写道:现在买蔚来股票的人买的不是一家公司或其未来预期,而是买了屏幕上滚动的三个字母。考虑到 Model Y 将成为蔚来 EC6 和 ES6 的直接竞争对手,这可能会损害用户的购买欲望,并减缓蔚来的订单上涨势头。对于香橼的做空报告,蔚来并未做出回应。","content":"<html><body><div>\n<p><img src=\"https://static.tigerbbs.com/dccf6b210d5f493f917c6f8236f1c208\"/></p><h3></h3><p mpa-from-tpl=\"t\"><span>短短半年内,<a href=\"https://laohu8.com/S/NIO\">蔚来</a>的股价从3美元一度飙到50美元以上。</span></p><span mpa-none-contnet=\"t\">”</span><p><span arial=\"\" gb=\"\" helvetica=\"\" neue=\"\" rgb=\"\" sans=\"\" sans-serif=\"\" sc=\"\" ui=\"\" yahei=\"\">作者 | 大壮旅</span></p><p><span arial=\"\" gb=\"\" helvetica=\"\" neue=\"\" sans=\"\" sans-serif=\"\" sc=\"\" ui=\"\" yahei=\"\">雷锋网按,对电动车新创公司而言,2020 年可是个大年。一方面,许多公司高调借壳上市(SPAC),另一方面,上市后它们大杀四方,让老巨头们感觉无颜见江东父老。 </span></p><p><span arial=\"\" gb=\"\" helvetica=\"\" neue=\"\" sans=\"\" sans-serif=\"\" sc=\"\" ui=\"\" yahei=\"\">投资者们谁也不想错过大赚一笔的机会,大家都等着这些新面孔复制<a href=\"https://laohu8.com/S/TSLA\">特斯拉</a>的成功呢。</span></p><p><strong><span arial=\"\" gb=\"\" helvetica=\"\" neue=\"\" sans=\"\" sans-serif=\"\" sc=\"\" ui=\"\" yahei=\"\">在这造车新势力中,蔚来绝对算得上是佼佼者。随着产能问题的解决,蔚来基本上已经在高端电动车市场站稳了脚跟——截止本周二收盘,蔚来股价相比去年同期增长超过 1100%。</span></strong></p><p><strong><span arial=\"\" gb=\"\" helvetica=\"\" neue=\"\" sans=\"\" sans-serif=\"\" sc=\"\" ui=\"\" yahei=\"\">美国时间本周五,蔚来狂飙突进的势头却遭到了阻击,知名做空机构香橼的一篇做空报告直接导致蔚来股价狂泻,最高时跌幅达到 15%。</span></strong></p><p><strong><span arial=\"\" gb=\"\" helvetica=\"\" neue=\"\" sans=\"\" sans-serif=\"\" sc=\"\" ui=\"\" yahei=\"\">香橼的 Andrew Left 断言,蔚来股价还得跌,25 美元才较为合理(比做空报告发出前低了 48%)。香橼在做空报告中写道:</span></strong><span arial=\"\" gb=\"\" helvetica=\"\" neue=\"\" sans=\"\" sans-serif=\"\" sc=\"\" ui=\"\" yahei=\"\"></span></p><blockquote><p>现在买蔚来股票的人买的不是一家公司或其未来预期,而是买了屏幕上滚动的三个字母(NIO)。</p></blockquote><p><span arial=\"\" gb=\"\" helvetica=\"\" neue=\"\" sans=\"\" sans-serif=\"\" sc=\"\" ui=\"\" yahei=\"\">Andrew Left 认为,来自特斯拉的竞争会抑制蔚来的发展,毕竟国产化 Model Y 即将下线,而 Elon Musk 能提供一个相当有竞争力的价格。别<strong>忘了,在中国市场,特斯拉已经经历了多轮降价,目的就是抢占市场。 </strong></span></p><p><strong><span arial=\"\" gb=\"\" helvetica=\"\" neue=\"\" sans=\"\" sans-serif=\"\" sc=\"\" ui=\"\" yahei=\"\">对于 Model Y,香橼的做空报告中论述如下:</span></strong><span arial=\"\" gb=\"\" helvetica=\"\" neue=\"\" sans=\"\" sans-serif=\"\" sc=\"\" ui=\"\" yahei=\"\"></span></p><p><span arial=\"\" gb=\"\" helvetica=\"\" neue=\"\" sans=\"\" sans-serif=\"\" sc=\"\" ui=\"\" yahei=\"\">更糟糕的是,凡是买股票的人,显然没有关注特斯拉和 Model Y 在中国的定价策略。</span></p><p><span arial=\"\" gb=\"\" helvetica=\"\" neue=\"\" sans=\"\" sans-serif=\"\" sc=\"\" ui=\"\" yahei=\"\">我们认为,特斯拉可能会将上海工厂制造的 Model Y 价格从 48.8 万人民币(7.3 万美元)降至中高配 30 万元区间(5.6-5.8万美元)。考虑到 Model Y 将成为蔚来 EC6 和 ES6 的直接竞争对手,这可能会损害用户的购买欲望,并减缓蔚来的订单上涨势头。</span></p><p><span arial=\"\" gb=\"\" helvetica=\"\" neue=\"\" sans=\"\" sans-serif=\"\" sc=\"\" ui=\"\" yahei=\"\">中国本土分析师甚至认为,Model Y 国产版起售价甚至会定在 27.5 万元人民币。彭博社则指出:“中国高端电动车市场的另一波降价潮可能即将到来,到时竞争会相当激烈。”而且别忘了,特斯拉现在在中国的月销量可是蔚来的两倍多。</span></p><p><span arial=\"\" gb=\"\" helvetica=\"\" neue=\"\" sans=\"\" sans-serif=\"\" sc=\"\" ui=\"\" yahei=\"\">简言之,蔚来现在面对的市场可不像当年的特斯拉,而且是独享和瓜分的差别。</span></p><p><strong><span arial=\"\" gb=\"\" helvetica=\"\" neue=\"\" sans=\"\" sans-serif=\"\" sc=\"\" ui=\"\" yahei=\"\">Andrew Left 说道: </span></strong></p><blockquote><p><strong>蔚来已经进入了未知领域,拿现在的中国电动车市场或短期情况做锚点完全不合理。</strong></p></blockquote><p><span arial=\"\" gb=\"\" helvetica=\"\" neue=\"\" sans=\"\" sans-serif=\"\" sc=\"\" ui=\"\" yahei=\"\">本月早些时候,借助 10 月份创纪录的交付量和 6 万台累计销量,蔚来市值成功超越通用,而 700 亿美元的市值直接让蔚来成了汽车行业老四,仅次于大众、丰田和特斯拉。 </span></p><p><span arial=\"\" gb=\"\" helvetica=\"\" neue=\"\" sans=\"\" sans-serif=\"\" sc=\"\" ui=\"\" yahei=\"\">不过,蔚来股价能否持续走高主要还得看业绩,一旦它们停下增长脚步,恐怕投资者就不愿买账了,这一定律同样适用于特斯拉或其它高调的电动车公司——就特斯拉而言,其一直在提高产量以满足不断扩大的产品线的需求,但现在看来还远远不够。</span></p><p><span arial=\"\" gb=\"\" helvetica=\"\" neue=\"\" sans=\"\" sans-serif=\"\" sc=\"\" ui=\"\" yahei=\"\">对于香橼的做空报告,蔚来并未做出回应。</span></p><p arial=\"\" center=\"\" gb=\"\" helvetica=\"\" neue=\"\" normal=\"\" rgb=\"\" sans=\"\" sans-serif=\"\" sc=\"\" ui=\"\" yahei=\"\"><img src=\"https://static.tigerbbs.com/292e8e0c3a344bacb11f79e73473711c\"/></p><p><span><strong>往期推荐</strong></span></p><p arial=\"\" gb=\"\" helvetica=\"\" neue=\"\" normal=\"\" rgb=\"\" sans=\"\" sans-serif=\"\" sc=\"\" ui=\"\" yahei=\"\"><span>▎拜登当选总统,美国科技圈沸腾了!</span></p><p arial=\"\" gb=\"\" helvetica=\"\" neue=\"\" normal=\"\" rgb=\"\" sans=\"\" sans-serif=\"\" sc=\"\" ui=\"\" yahei=\"\"><span>▎鸿蒙之后,Vela请战</span></p><p arial=\"\" gb=\"\" helvetica=\"\" neue=\"\" normal=\"\" rgb=\"\" sans=\"\" sans-serif=\"\" sc=\"\" ui=\"\" yahei=\"\"><span>▎<a href=\"https://laohu8.com/S/00700\">腾讯</a>存储技术背后的十五年往事</span></p><p arial=\"\" gb=\"\" helvetica=\"\" neue=\"\" normal=\"\" rgb=\"\" sans=\"\" sans-serif=\"\" sc=\"\" ui=\"\" yahei=\"\"><span>▎天猫11天成交4982亿,<a href=\"https://laohu8.com/S/JD\">京东</a>成交2715亿;消息称荣耀独立后办公地点确定;国内互联网巨头股价集体暴跌</span></p><p><img src=\"https://static.tigerbbs.com/92ce8298124b48cdb2d491334e834265\"/></p>\n</div></body></html>","source":"weixin_highlight","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>香橼为何看空蔚来?</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; 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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香橼为何看空蔚来?\n</h2>\n\n<h4 class=\"meta\">\n\n\n<a class=\"head\" href=\"https://laohu8.com/wemedia/1035809132\">\n\n\n<div class=\"h-thumb\" style=\"background-image:url(https://static.tigerbbs.com/e82b7d80628947a3824c7ea172002b74);background-size:cover;\"></div>\n\n<div class=\"h-content\">\n<p class=\"h-name\">雷峰网 </p>\n<p class=\"h-time\">2020-11-15 17:58</p>\n</div>\n\n</a>\n\n\n</h4>\n\n</header>\n<article>\n<html><body><div>\n<p><img src=\"https://static.tigerbbs.com/dccf6b210d5f493f917c6f8236f1c208\"/></p><h3></h3><p mpa-from-tpl=\"t\"><span>短短半年内,<a href=\"https://laohu8.com/S/NIO\">蔚来</a>的股价从3美元一度飙到50美元以上。</span></p><span mpa-none-contnet=\"t\">”</span><p><span arial=\"\" gb=\"\" helvetica=\"\" neue=\"\" rgb=\"\" sans=\"\" sans-serif=\"\" sc=\"\" ui=\"\" yahei=\"\">作者 | 大壮旅</span></p><p><span arial=\"\" gb=\"\" helvetica=\"\" neue=\"\" sans=\"\" sans-serif=\"\" sc=\"\" ui=\"\" yahei=\"\">雷锋网按,对电动车新创公司而言,2020 年可是个大年。一方面,许多公司高调借壳上市(SPAC),另一方面,上市后它们大杀四方,让老巨头们感觉无颜见江东父老。 </span></p><p><span arial=\"\" gb=\"\" helvetica=\"\" neue=\"\" sans=\"\" sans-serif=\"\" sc=\"\" ui=\"\" yahei=\"\">投资者们谁也不想错过大赚一笔的机会,大家都等着这些新面孔复制<a href=\"https://laohu8.com/S/TSLA\">特斯拉</a>的成功呢。</span></p><p><strong><span arial=\"\" gb=\"\" helvetica=\"\" neue=\"\" sans=\"\" sans-serif=\"\" sc=\"\" ui=\"\" yahei=\"\">在这造车新势力中,蔚来绝对算得上是佼佼者。随着产能问题的解决,蔚来基本上已经在高端电动车市场站稳了脚跟——截止本周二收盘,蔚来股价相比去年同期增长超过 1100%。</span></strong></p><p><strong><span arial=\"\" gb=\"\" helvetica=\"\" neue=\"\" sans=\"\" sans-serif=\"\" sc=\"\" ui=\"\" yahei=\"\">美国时间本周五,蔚来狂飙突进的势头却遭到了阻击,知名做空机构香橼的一篇做空报告直接导致蔚来股价狂泻,最高时跌幅达到 15%。</span></strong></p><p><strong><span arial=\"\" gb=\"\" helvetica=\"\" neue=\"\" sans=\"\" sans-serif=\"\" sc=\"\" ui=\"\" yahei=\"\">香橼的 Andrew Left 断言,蔚来股价还得跌,25 美元才较为合理(比做空报告发出前低了 48%)。香橼在做空报告中写道:</span></strong><span arial=\"\" gb=\"\" helvetica=\"\" neue=\"\" sans=\"\" sans-serif=\"\" sc=\"\" ui=\"\" yahei=\"\"></span></p><blockquote><p>现在买蔚来股票的人买的不是一家公司或其未来预期,而是买了屏幕上滚动的三个字母(NIO)。</p></blockquote><p><span arial=\"\" gb=\"\" helvetica=\"\" neue=\"\" sans=\"\" sans-serif=\"\" sc=\"\" ui=\"\" yahei=\"\">Andrew Left 认为,来自特斯拉的竞争会抑制蔚来的发展,毕竟国产化 Model Y 即将下线,而 Elon Musk 能提供一个相当有竞争力的价格。别<strong>忘了,在中国市场,特斯拉已经经历了多轮降价,目的就是抢占市场。 </strong></span></p><p><strong><span arial=\"\" gb=\"\" helvetica=\"\" neue=\"\" sans=\"\" sans-serif=\"\" sc=\"\" ui=\"\" yahei=\"\">对于 Model Y,香橼的做空报告中论述如下:</span></strong><span arial=\"\" gb=\"\" helvetica=\"\" neue=\"\" sans=\"\" sans-serif=\"\" sc=\"\" ui=\"\" yahei=\"\"></span></p><p><span arial=\"\" gb=\"\" helvetica=\"\" neue=\"\" sans=\"\" sans-serif=\"\" sc=\"\" ui=\"\" yahei=\"\">更糟糕的是,凡是买股票的人,显然没有关注特斯拉和 Model Y 在中国的定价策略。</span></p><p><span arial=\"\" gb=\"\" helvetica=\"\" neue=\"\" sans=\"\" sans-serif=\"\" sc=\"\" ui=\"\" yahei=\"\">我们认为,特斯拉可能会将上海工厂制造的 Model Y 价格从 48.8 万人民币(7.3 万美元)降至中高配 30 万元区间(5.6-5.8万美元)。考虑到 Model Y 将成为蔚来 EC6 和 ES6 的直接竞争对手,这可能会损害用户的购买欲望,并减缓蔚来的订单上涨势头。</span></p><p><span arial=\"\" gb=\"\" helvetica=\"\" neue=\"\" sans=\"\" sans-serif=\"\" sc=\"\" ui=\"\" yahei=\"\">中国本土分析师甚至认为,Model Y 国产版起售价甚至会定在 27.5 万元人民币。彭博社则指出:“中国高端电动车市场的另一波降价潮可能即将到来,到时竞争会相当激烈。”而且别忘了,特斯拉现在在中国的月销量可是蔚来的两倍多。</span></p><p><span arial=\"\" gb=\"\" helvetica=\"\" neue=\"\" sans=\"\" sans-serif=\"\" sc=\"\" ui=\"\" yahei=\"\">简言之,蔚来现在面对的市场可不像当年的特斯拉,而且是独享和瓜分的差别。</span></p><p><strong><span arial=\"\" gb=\"\" helvetica=\"\" neue=\"\" sans=\"\" sans-serif=\"\" sc=\"\" ui=\"\" yahei=\"\">Andrew Left 说道: </span></strong></p><blockquote><p><strong>蔚来已经进入了未知领域,拿现在的中国电动车市场或短期情况做锚点完全不合理。</strong></p></blockquote><p><span arial=\"\" gb=\"\" helvetica=\"\" neue=\"\" sans=\"\" sans-serif=\"\" sc=\"\" ui=\"\" yahei=\"\">本月早些时候,借助 10 月份创纪录的交付量和 6 万台累计销量,蔚来市值成功超越通用,而 700 亿美元的市值直接让蔚来成了汽车行业老四,仅次于大众、丰田和特斯拉。 </span></p><p><span arial=\"\" gb=\"\" helvetica=\"\" neue=\"\" sans=\"\" sans-serif=\"\" sc=\"\" ui=\"\" yahei=\"\">不过,蔚来股价能否持续走高主要还得看业绩,一旦它们停下增长脚步,恐怕投资者就不愿买账了,这一定律同样适用于特斯拉或其它高调的电动车公司——就特斯拉而言,其一直在提高产量以满足不断扩大的产品线的需求,但现在看来还远远不够。</span></p><p><span arial=\"\" gb=\"\" helvetica=\"\" neue=\"\" sans=\"\" sans-serif=\"\" sc=\"\" ui=\"\" yahei=\"\">对于香橼的做空报告,蔚来并未做出回应。</span></p><p arial=\"\" center=\"\" gb=\"\" helvetica=\"\" neue=\"\" normal=\"\" rgb=\"\" sans=\"\" sans-serif=\"\" sc=\"\" ui=\"\" yahei=\"\"><img src=\"https://static.tigerbbs.com/292e8e0c3a344bacb11f79e73473711c\"/></p><p><span><strong>往期推荐</strong></span></p><p arial=\"\" gb=\"\" helvetica=\"\" neue=\"\" normal=\"\" rgb=\"\" sans=\"\" sans-serif=\"\" sc=\"\" ui=\"\" yahei=\"\"><span>▎拜登当选总统,美国科技圈沸腾了!</span></p><p arial=\"\" gb=\"\" helvetica=\"\" neue=\"\" normal=\"\" rgb=\"\" sans=\"\" sans-serif=\"\" sc=\"\" ui=\"\" yahei=\"\"><span>▎鸿蒙之后,Vela请战</span></p><p arial=\"\" gb=\"\" helvetica=\"\" neue=\"\" normal=\"\" rgb=\"\" sans=\"\" sans-serif=\"\" sc=\"\" ui=\"\" yahei=\"\"><span>▎<a href=\"https://laohu8.com/S/00700\">腾讯</a>存储技术背后的十五年往事</span></p><p arial=\"\" gb=\"\" helvetica=\"\" neue=\"\" normal=\"\" rgb=\"\" sans=\"\" sans-serif=\"\" sc=\"\" ui=\"\" yahei=\"\"><span>▎天猫11天成交4982亿,<a href=\"https://laohu8.com/S/JD\">京东</a>成交2715亿;消息称荣耀独立后办公地点确定;国内互联网巨头股价集体暴跌</span></p><p><img src=\"https://static.tigerbbs.com/92ce8298124b48cdb2d491334e834265\"/></p>\n</div></body></html>\n\n</article>\n</div>\n</body>\n</html>\n","type":0,"thumbnail":"https://static.tigerbbs.com/eebab619623966f6e7115434f653b888","relate_stocks":{"NIO":"蔚来"},"source_url":"http://mp.weixin.qq.com/s?__biz=MTM2ODM0ODYyMQ==&mid=2651490769&idx=3&sn=af89cc7aff1e872c762c66f77ad3e883&chksm=624e897355390065adc4f1d8887cc366d821715cd21d33e07ac8f52b1b1d0d3609537da94667&scene=0#rd","is_english":false,"share_image_url":"https://static.laohu8.com/ecd74548980bc5b366aa8f4b37ed0bd5","article_id":"2083248244","content_text":"短短半年内,蔚来的股价从3美元一度飙到50美元以上。”作者 | 大壮旅雷锋网按,对电动车新创公司而言,2020 年可是个大年。一方面,许多公司高调借壳上市(SPAC),另一方面,上市后它们大杀四方,让老巨头们感觉无颜见江东父老。 投资者们谁也不想错过大赚一笔的机会,大家都等着这些新面孔复制特斯拉的成功呢。在这造车新势力中,蔚来绝对算得上是佼佼者。随着产能问题的解决,蔚来基本上已经在高端电动车市场站稳了脚跟——截止本周二收盘,蔚来股价相比去年同期增长超过 1100%。美国时间本周五,蔚来狂飙突进的势头却遭到了阻击,知名做空机构香橼的一篇做空报告直接导致蔚来股价狂泻,最高时跌幅达到 15%。香橼的 Andrew Left 断言,蔚来股价还得跌,25 美元才较为合理(比做空报告发出前低了 48%)。香橼在做空报告中写道:现在买蔚来股票的人买的不是一家公司或其未来预期,而是买了屏幕上滚动的三个字母(NIO)。Andrew Left 认为,来自特斯拉的竞争会抑制蔚来的发展,毕竟国产化 Model Y 即将下线,而 Elon Musk 能提供一个相当有竞争力的价格。别忘了,在中国市场,特斯拉已经经历了多轮降价,目的就是抢占市场。 对于 Model Y,香橼的做空报告中论述如下:更糟糕的是,凡是买股票的人,显然没有关注特斯拉和 Model Y 在中国的定价策略。我们认为,特斯拉可能会将上海工厂制造的 Model Y 价格从 48.8 万人民币(7.3 万美元)降至中高配 30 万元区间(5.6-5.8万美元)。考虑到 Model Y 将成为蔚来 EC6 和 ES6 的直接竞争对手,这可能会损害用户的购买欲望,并减缓蔚来的订单上涨势头。中国本土分析师甚至认为,Model Y 国产版起售价甚至会定在 27.5 万元人民币。彭博社则指出:“中国高端电动车市场的另一波降价潮可能即将到来,到时竞争会相当激烈。”而且别忘了,特斯拉现在在中国的月销量可是蔚来的两倍多。简言之,蔚来现在面对的市场可不像当年的特斯拉,而且是独享和瓜分的差别。Andrew Left 说道: 蔚来已经进入了未知领域,拿现在的中国电动车市场或短期情况做锚点完全不合理。本月早些时候,借助 10 月份创纪录的交付量和 6 万台累计销量,蔚来市值成功超越通用,而 700 亿美元的市值直接让蔚来成了汽车行业老四,仅次于大众、丰田和特斯拉。 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[笑哭]"}],"imageCount":0,"langContent":"CN","totalScore":0},{"id":304702990,"gmtCreate":1605283281510,"gmtModify":1703837331093,"author":{"id":"3560248303017454","authorId":"3560248303017454","name":"Jeffrey____","avatar":"https://static.tigerbbs.com/0d79d21abdc78e33d81b8f0ef2ff8a3b","crmLevel":1,"crmLevelSwitch":0,"followedFlag":false,"idStr":"3560248303017454","authorIdStr":"3560248303017454"},"themes":[],"htmlText":"没买到货开始做空666","listText":"没买到货开始做空666","text":"没买到货开始做空666","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":6,"commentSize":0,"repostSize":0,"link":"https://laohu8.com/post/304702990","repostId":"1157792552","repostType":4,"repost":{"id":"1157792552","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":1605279014,"share":"https://www.laohu8.com/m/news/1157792552?lang=&edition=full","pubTime":"2020-11-13 22:50","market":"us","language":"zh","title":"大空头香橼突然发声:蔚来目标价应为25美元","url":"https://stock-news.laohu8.com/highlight/detail?id=1157792552","media":"老虎资讯综合","summary":"周五美股盘中,新能源汽车概念股涨幅集体收窄,截至发稿,$理想汽车(LI)$涨13%,此前一度涨近30%,$小鹏汽车(XPEV)$、$蔚来(NIO)$现涨逾4%。\n\n\n\n\n\n此前,做空机构香橼资本发表推文,称$蔚来(NIO)$汽车目标价应为25美元。\n\n香橼资本表示,两年前,本机构在蔚来汽车股价还在7美元水平的时候推荐买入该股,那时候我们为CEO李斌独特的个人魅力所吸引。经过这两年的坎坷之路,蔚来现在已在一个未知领域中,无论从目前在中国电动汽车市场的地位还是短期前景来看,这都无法证明目前股价的合理性。","content":"<p>周五美股盘中,新能源汽车概念股涨幅集体收窄,截至发稿,<a href=\"https://laohu8.com/S/LI\">理想汽车</a>涨13%,此前一度涨近30%,<a href=\"https://laohu8.com/S/XPEV\">小鹏汽车</a>、<a href=\"https://laohu8.com/S/NIO\">蔚来</a>现涨逾4%。</p><p><img src=\"https://static.tigerbbs.com/2b1ce3bd37648fd9ecd2fad8365b1a4e\" tg-width=\"840\" tg-height=\"470\"></p><p><img src=\"https://static.tigerbbs.com/240eef3cfd83701c7d35689a35a47f86\" tg-width=\"840\" tg-height=\"470\"></p><p>此前,<b>做空机构香橼资本发表推文,称<a href=\"https://laohu8.com/S/NIO\">蔚来</a>汽车目标价应为25美元。</b></p><p>香橼资本表示,两年前,本机构在蔚来汽车股价还在7美元水平的时候推荐买入该股,那时候我们为CEO李斌独特的个人魅力所吸引。经过这两年的坎坷之路,蔚来现在已在一个未知领域中,无论从目前在中国电动汽车市场的地位还是短期前景来看,这都无法证明目前股价的合理性。</p><p><img src=\"https://static.tigerbbs.com/834f89ea21c5803976091bcef371c2b7\" tg-width=\"1125\" tg-height=\"1830\"></p>","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>大空头香橼突然发声:蔚来目标价应为25美元</title>\n<style 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href=\"https://laohu8.com/S/LI\">理想汽车</a>涨13%,此前一度涨近30%,<a href=\"https://laohu8.com/S/XPEV\">小鹏汽车</a>、<a href=\"https://laohu8.com/S/NIO\">蔚来</a>现涨逾4%。</p><p><img src=\"https://static.tigerbbs.com/2b1ce3bd37648fd9ecd2fad8365b1a4e\" tg-width=\"840\" tg-height=\"470\"></p><p><img src=\"https://static.tigerbbs.com/240eef3cfd83701c7d35689a35a47f86\" tg-width=\"840\" tg-height=\"470\"></p><p>此前,<b>做空机构香橼资本发表推文,称<a href=\"https://laohu8.com/S/NIO\">蔚来</a>汽车目标价应为25美元。</b></p><p>香橼资本表示,两年前,本机构在蔚来汽车股价还在7美元水平的时候推荐买入该股,那时候我们为CEO李斌独特的个人魅力所吸引。经过这两年的坎坷之路,蔚来现在已在一个未知领域中,无论从目前在中国电动汽车市场的地位还是短期前景来看,这都无法证明目前股价的合理性。</p><p><img src=\"https://static.tigerbbs.com/834f89ea21c5803976091bcef371c2b7\" tg-width=\"1125\" tg-height=\"1830\"></p>\n\n</article>\n</div>\n</body>\n</html>\n","type":0,"thumbnail":"https://static.tigerbbs.com/3380231cb191ca9bea37a0c70765537d","relate_stocks":{"NIO":"蔚来"},"is_english":false,"share_image_url":"https://static.laohu8.com/e9f99090a1c2ed51c021029395664489","article_id":"1157792552","content_text":"周五美股盘中,新能源汽车概念股涨幅集体收窄,截至发稿,理想汽车涨13%,此前一度涨近30%,小鹏汽车、蔚来现涨逾4%。此前,做空机构香橼资本发表推文,称蔚来汽车目标价应为25美元。香橼资本表示,两年前,本机构在蔚来汽车股价还在7美元水平的时候推荐买入该股,那时候我们为CEO李斌独特的个人魅力所吸引。经过这两年的坎坷之路,蔚来现在已在一个未知领域中,无论从目前在中国电动汽车市场的地位还是短期前景来看,这都无法证明目前股价的合理性。","news_type":1,"symbols_score_info":{"NIO":0.9}},"isVote":1,"tweetType":1,"viewCount":3116,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"CN","totalScore":0},{"id":304907789,"gmtCreate":1605105671641,"gmtModify":1703836250781,"author":{"id":"3560248303017454","authorId":"3560248303017454","name":"Jeffrey____","avatar":"https://static.tigerbbs.com/0d79d21abdc78e33d81b8f0ef2ff8a3b","crmLevel":1,"crmLevelSwitch":0,"followedFlag":false,"idStr":"3560248303017454","authorIdStr":"3560248303017454"},"themes":[],"htmlText":"<a 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