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- 登锋登锋
  ·2025-03-18
  继续看空目标价155
  马斯克惹众怒！丹麦养老基金“拉黑”特斯拉，抛售所持股份
  媒体报道称，该基金目前管理着超过200亿美元的资产，且正在抛售了其持有的剩余200股特斯拉股票。政治立场与争议行为引市场担忧事实上，对马斯克和特斯拉的担忧并非丹麦养老基金一家独有。随着特斯拉股价持续暴跌，市场情绪持续走低。分析认为，特斯拉股价暴跌的原因之一是其销量下滑。而丹麦养老基金的“拉黑”事件，无疑给特斯拉的困境再添了一把柴。
  马斯克惹众怒！丹麦养老基金“拉黑”特斯拉，抛售所持股份
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- 登锋登锋
  ·2025-03-11
  $特斯拉(TSLA)$ 没什么好说的
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目标价155","listText":"继续看空 目标价155","text":"继续看空 目标价155","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":0,"commentSize":0,"repostSize":0,"link":"https://laohu8.com/post/414492677767424","repostId":"2519737970","repostType":2,"repost":{"id":"2519737970","kind":"news","pubTimestamp":1742115660,"share":"https://www.laohu8.com/m/news/2519737970?lang=zh_CN&edition=full","pubTime":"2025-03-16 17:01","market":"fut","language":"zh","title":"马斯克惹众怒！丹麦养老基金“拉黑”特斯拉，抛售所持股份","url":"https://stock-news.laohu8.com/highlight/detail?id=2519737970","media":"华尔街见闻","summary":"媒体报道称，该基金目前管理着超过200亿美元的资产，且正在抛售了其持有的剩余200股特斯拉股票。政治立场与争议行为引市场担忧事实上，对马斯克和特斯拉的担忧并非丹麦养老基金一家独有。随着特斯拉股价持续暴跌，市场情绪持续走低。分析认为，特斯拉股价暴跌的原因之一是其销量下滑。而丹麦养老基金的“拉黑”事件，无疑给特斯拉的困境再添了一把柴。","content":"<html><body><div>\n<p cms-style=\"font-L\">政治立场引发的反噬效应正进一步蔓延。</p><p cms-style=\"font-L\">近日，丹麦养老基金 AkademikerPension 在官网发布声明，宣布将<a href=\"https://laohu8.com/S/TSLA\">特斯拉</a>公司正式列入投资黑名单，这意味着，无论是该基金自身还是其委托的外部基金管理人，未来都不能再购买特斯拉股票。</p><p cms-style=\"font-L\">媒体报道称，该基金目前管理着超过200亿美元的资产，且正在抛售了其持有的剩余200股特斯拉股票。该基金的一位发言人透露，特斯拉股票在其投资组合中的峰值价值曾高达3亿丹麦克朗（约4500 万美元）。</p><p cms-style=\"font-L\">谈及“拉黑”、“清仓”特斯拉的原因，AkademikerPension首席执行官Holst表示，主要因素有三点：①特斯拉对工会的抵制；②公司治理结构中暴露出的问题，董事会独立性面临重大挑战；③马斯克本人“深度介入美国和欧洲政治”以及“散布不实信息”的行为。</p><p cms-style=\"font-L\">Holst表示，后者给回报带来了“相当大的风险”。Holst补充称：</p><blockquote><p cms-style=\"font-L\"><font cms-style=\"font-L strong-Bold\">“简而言之，我们认为马斯克正在摧毁（特斯拉的）品牌和价值。”</font></p></blockquote><p cms-style=\"font-L strong-Bold\">政治立场与争议行为引市场担忧</p><p cms-style=\"font-L\">事实上，对马斯克和特斯拉的担忧并非丹麦养老基金一家独有。随着特斯拉股价持续暴跌，市场情绪持续走低。即便是特斯拉的“死忠粉”也开始动摇，支撑股价的主要力量散户交易员们也出现了退场观望的迹象。</p><p cms-style=\"font-L\">分析认为，特斯拉股价暴跌的原因之一是其销量下滑。在德国，由于马斯克公开支持极右翼政党，特斯拉汽车注册量在前两个月骤降70%。在美国，特斯拉最大的市场，消费者对特斯拉的偏好也显著下降。市场调查数据显示，自马斯克收购Twitter（现X）以来，“肯定”会考虑购买特斯拉的消费者比例从22%降至不足8%，而“不考虑”购买特斯拉的比例则从39%上升至63%。</p><p cms-style=\"font-L\">除了车型换代等因素外，马斯克个人政治立场引发的反噬效应正在全球范围内显现。他对极右翼政党的赞扬、与特朗普的合作以及在社交媒体上发表的争议性言论，都严重损害了特斯拉的品牌形象，并引发了抵制和抗议活动。甚至有特斯拉门店和汽车成为破坏和纵火袭击的目标。</p><p cms-style=\"font-L\">与此同时，投资者也开始担忧马斯克是否分散了过多的精力。在担任美国政府效率部（DOGE）主管后，马斯克似乎将更多精力投入到政府事务中，这引发了市场对其管理特斯拉等其他公司的能力的担忧。马斯克本人也在采访中承认，管理多家公司让他感到“非常困难”。</p><p cms-style=\"font-L\">多重因素叠加之下，华尔街分析师也纷纷下调特斯拉的目标价，并对其未来前景表示担忧。其中，<a href=\"https://laohu8.com/S/JPM\">摩根大通</a>将特斯拉的目标价从135美元下调至120美元；古根海姆将目标价从175美元下调至170美元；瑞银等机构大幅下调了特斯拉的交付预期。</p><p cms-style=\"font-L\">截至发稿，特斯拉股价报249.98美元，较其去年12月录得高位488美元几近“腰斩”。</p><div><img src=\"http://n.sinaimg.cn/spider20250316/297/w639h458/20250316/59cd-82f1754e144d12d84e91c05da27d819a.png\"/><span></span></div><p cms-style=\"font-L\">曾经的“明星股”特斯拉，如今正面临着前所未有的挑战。而丹麦养老基金的“拉黑”事件，无疑给特斯拉的困境再添了一把柴。</p><p cms-style=\"font-L\">风险提示及免责条款</p><p cms-style=\"font-L\">            市场有风险，投资需谨慎。本文不构成个人投资建议，也未考虑到个别用户特殊的投资目标、财务状况或需要。用户应考虑本文中的任何意见、观点或结论是否符合其特定状况。据此投资，责任自负。          </p>\n<div>\n<div><img src=\"\"/></div>\n<div>海量资讯、精准解读，尽在新浪财经APP</div>\n</div>\n</div></body></html>","source":"sina","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>马斯克惹众怒！丹麦养老基金“拉黑”特斯拉，抛售所持股份</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{ 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class=\"title\">\n马斯克惹众怒！丹麦养老基金“拉黑”特斯拉，抛售所持股份\n</h2>\n\n<h4 class=\"meta\">\n\n\n2025-03-16 17:01 北京时间&nbsp;&nbsp;&nbsp;<a href=https://finance.sina.com.cn/roll/2025-03-16/doc-inepvvxh1586840.shtml><strong>华尔街见闻</strong></a>\n\n\n</h4>\n\n</header>\n<article>\n<div>\n<p>政治立场引发的反噬效应正进一步蔓延。近日，丹麦养老基金 AkademikerPension 在官网发布声明，宣布将特斯拉公司正式列入投资黑名单，这意味着，无论是该基金自身还是其委托的外部基金管理人，未来都不能再购买特斯拉股票。媒体报道称，该基金目前管理着超过200亿美元的资产，且正在抛售了其持有的剩余200股特斯拉股票。该基金的一位发言人透露，特斯拉股票在其投资组合中的峰值价值曾高达3亿丹麦克朗（...</p>\n\n<a href=\"https://finance.sina.com.cn/roll/2025-03-16/doc-inepvvxh1586840.shtml\">网页链接</a>\n\n</div>\n\n\n</article>\n</div>\n</body>\n</html>\n","type":0,"thumbnail":"","relate_stocks":{"BK4598":"佩洛西持仓","IE00BSNM7G36.USD":"NEUBERGER BERMAN SYSTEMATIC GLOBAL SUSTAINABLE VALUE \"A\" (USD) ACC","LU2750360641.GBP":"INVESCO GLOBAL EQUITY INCOME ADVANTAGE \"A\" (GBPHDG) INC","LU0820562030.AUD":"ALLIANZ INCOME AND GROWTH \"AMH2\" (AUDHDG) H2 INC","LU0345769631.USD":"NINETY ONE GSF GLOBAL EQUITY \"A\" (USD) INC","BK4604":"机器人概念","LU1861558580.USD":"日兴方舟颠覆性创新基金B","LU2108987350.USD":"UBS (LUX) EQUITY SICAV GLOBAL OPPORTUNITY SUSTAINABLE (USD) \"P\" (USD) ACC","LU2063271972.USD":"富兰克林创新领域基金","TSYW.SI":"TESLA 3xLongSG261006","LU0053666078.USD":"摩根大通基金-美国股票A（离岸）美元","BK4527":"明星科技股","LU2602419157.SGD":"HSBC ISLAMIC GLOBAL EQUITY INDEX \"AC\" (SGD) ACC","TSLL":"2倍做多TSLA ETF-Direxion","LU0345770308.USD":"NINETY ONE GSF GLOBAL STRATEGIC EQUITY \"A\" (USD) ACC","LU2360107168.USD":"BGF NEXT GENERATION TECHNOLOGY \"A4\" (USD) INC","TSLA":"特斯拉","LU0077335932.USD":"FIDELITY AMERICAN GROWTH \"A\" INC","IE00BWXC8680.SGD":"PINEBRIDGE US LARGE CAP RESEARCH ENHANCED \"A5\" (SGD) ACC","LU1066051225.USD":"HSBC GIF GLOBAL EQUITY VOLATILITY FOCUSED \"AC\" (USD) ACC","LU0719512351.SGD":"JPMorgan Funds - US Technology A (acc) SGD","LU0348723411.USD":"ALLIANZ GLOBAL HI-TECH GROWTH \"A\" (USD) INC","LU1066053197.SGD":"HSBC GIF GLOBAL EQUITY VOLATILITY FOCUSED \"AM3\" (SGDHDG) 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万美元）。谈及“拉黑”、“清仓”特斯拉的原因，AkademikerPension首席执行官Holst表示，主要因素有三点：①特斯拉对工会的抵制；②公司治理结构中暴露出的问题，董事会独立性面临重大挑战；③马斯克本人“深度介入美国和欧洲政治”以及“散布不实信息”的行为。Holst表示，后者给回报带来了“相当大的风险”。Holst补充称：“简而言之，我们认为马斯克正在摧毁（特斯拉的）品牌和价值。”政治立场与争议行为引市场担忧事实上，对马斯克和特斯拉的担忧并非丹麦养老基金一家独有。随着特斯拉股价持续暴跌，市场情绪持续走低。即便是特斯拉的“死忠粉”也开始动摇，支撑股价的主要力量散户交易员们也出现了退场观望的迹象。分析认为，特斯拉股价暴跌的原因之一是其销量下滑。在德国，由于马斯克公开支持极右翼政党，特斯拉汽车注册量在前两个月骤降70%。在美国，特斯拉最大的市场，消费者对特斯拉的偏好也显著下降。市场调查数据显示，自马斯克收购Twitter（现X）以来，“肯定”会考虑购买特斯拉的消费者比例从22%降至不足8%，而“不考虑”购买特斯拉的比例则从39%上升至63%。除了车型换代等因素外，马斯克个人政治立场引发的反噬效应正在全球范围内显现。他对极右翼政党的赞扬、与特朗普的合作以及在社交媒体上发表的争议性言论，都严重损害了特斯拉的品牌形象，并引发了抵制和抗议活动。甚至有特斯拉门店和汽车成为破坏和纵火袭击的目标。与此同时，投资者也开始担忧马斯克是否分散了过多的精力。在担任美国政府效率部（DOGE）主管后，马斯克似乎将更多精力投入到政府事务中，这引发了市场对其管理特斯拉等其他公司的能力的担忧。马斯克本人也在采访中承认，管理多家公司让他感到“非常困难”。多重因素叠加之下，华尔街分析师也纷纷下调特斯拉的目标价，并对其未来前景表示担忧。其中，摩根大通将特斯拉的目标价从135美元下调至120美元；古根海姆将目标价从175美元下调至170美元；瑞银等机构大幅下调了特斯拉的交付预期。截至发稿，特斯拉股价报249.98美元，较其去年12月录得高位488美元几近“腰斩”。曾经的“明星股”特斯拉，如今正面临着前所未有的挑战。而丹麦养老基金的“拉黑”事件，无疑给特斯拉的困境再添了一把柴。风险提示及免责条款            市场有风险，投资需谨慎。本文不构成个人投资建议，也未考虑到个别用户特殊的投资目标、财务状况或需要。用户应考虑本文中的任何意见、观点或结论是否符合其特定状况。据此投资，责任自负。          \n\n\n海量资讯、精准解读，尽在新浪财经APP","news_type":1,"symbols_score_info":{"TSLL":1,"TSYW.SI":0.6,"TSLA":1}},"isVote":1,"tweetType":1,"viewCount":0,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"CN","totalScore":0},{"id":412095845294336,"gmtCreate":1741629445332,"gmtModify":1741644308326,"author":{"id":"3572005632893443","authorId":"3572005632893443","name":"登锋","avatar":"https://static.laohu8.com/default-avatar.jpg","crmLevel":1,"crmLevelSwitch":0,"followedFlag":false,"authorIdStr":"3572005632893443","idStr":"3572005632893443"},"themes":[],"htmlText":"<a href=\"https://laohu8.com/S/TSLA\">$特斯拉(TSLA)$&nbsp;</a><v-v data-views=\"0\"></v-v> 没什么好说的","listText":"<a href=\"https://laohu8.com/S/TSLA\">$特斯拉(TSLA)$&nbsp;</a><v-v data-views=\"0\"></v-v> 没什么好说的","text":"$特斯拉(TSLA)$ 没什么好说的","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":0,"commentSize":0,"repostSize":0,"link":"https://laohu8.com/post/412095845294336","isVote":1,"tweetType":1,"viewCount":1,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"CN","totalScore":0}],"defaultTab":"posts","isTTM":false}