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2020-11-17
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Y和蔚来汽车形成的竞争关系。香橼引用德银的观点称,特斯拉或将把国产Model Y的价格由48.8万元降至30万元,将会是蔚来EC6和ES6的直接竞争对手,这可能会损害市场情绪,并减缓蔚来订单增长的势头。</p><p>其次,香橼认为蔚来目前的估值过高。蔚来目前估值是特斯拉的两倍,相对特斯拉的溢价达到历史最高水平。同时,蔚来也比特斯拉面临更激烈的竞争。</p><p>当特斯拉像蔚来一样交付5000辆汽车时,特斯拉在美国电动汽车市场的占有率为45%,而蔚来如今在中<a href=\"https://laohu8.com/S/600617\">国新能源</a>汽车市场的占有率为3%。香橼认为,“蔚来的投资者现在似乎更喜欢‘赌博’”,并建议是时候让投资者清仓蔚来,去寻找下一个颠覆性的技术。</p><p><b>看中中国市场潜力</b></p><p>中国的造车新势力此前毫无疑问是资本市场的追捧对象,蔚来市值在今年内就接连超过通用、福特、宝马等传统汽车厂商。</p><p>资本市场看重造车新势力在中国市场未来可能创造的价值,但似乎也需要一些理性。<a href=\"https://laohu8.com/S/002594\">比亚迪</a>在今年同样暴涨了354%,但其市销率仅为3倍,而目前蔚来的市销率已经达到了17倍。</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>电动车概念股盘前走高,理想汽车涨超9%</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电动车概念股盘前走高,理想汽车涨超9%\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\">2020-11-16 23:20</p>\n</div>\n\n</a>\n\n\n</h4>\n\n</header>\n<article>\n<p>11月16日,电动车概念股低开高走,<a href=\"https://laohu8.com/S/LI\">理想汽车</a>涨超9%,<a href=\"https://laohu8.com/S/XPEV\">小鹏汽车</a>、<a href=\"https://laohu8.com/S/NIU\">小牛电动</a>涨超5%,<a href=\"https://laohu8.com/S/NIO\">蔚来</a>涨近3%。</p><p><img src=\"https://static.tigerbbs.com/22896d9608edc07f107c43537c5e7707\" tg-width=\"432\" tg-height=\"242\"></p><p>11月13日,香橼发表做空报告称,<a href=\"https://laohu8.com/S/NIO\">蔚来</a>的目标价应为25美元,即仅为蔚来当前股价的一半左右。受香橼做空报告影响,蔚来当天暴跌7.74%,也拉动小鹏跌6.13%,理想跌1.83%。</p><p>香橼表示,两年前,在蔚来股价仅有7美元水平时,曾推荐大家买入蔚来股票,那时香橼主要是受蔚来CEO李斌的个人魅力所吸引。而今天,无论是从蔚来在中国电动汽车市场上的地位,还是短期的发展前景上看,蔚来目前股价均不具有合理性。</p><p><b>强大的竞争对手:<a href=\"https://laohu8.com/S/TSLA\">特斯拉</a></b></p><p>香橼给出两点理由,首先是<a href=\"https://laohu8.com/S/TSLA\">特斯拉</a>Model Y和蔚来汽车形成的竞争关系。香橼引用德银的观点称,特斯拉或将把国产Model Y的价格由48.8万元降至30万元,将会是蔚来EC6和ES6的直接竞争对手,这可能会损害市场情绪,并减缓蔚来订单增长的势头。</p><p>其次,香橼认为蔚来目前的估值过高。蔚来目前估值是特斯拉的两倍,相对特斯拉的溢价达到历史最高水平。同时,蔚来也比特斯拉面临更激烈的竞争。</p><p>当特斯拉像蔚来一样交付5000辆汽车时,特斯拉在美国电动汽车市场的占有率为45%,而蔚来如今在中<a href=\"https://laohu8.com/S/600617\">国新能源</a>汽车市场的占有率为3%。香橼认为,“蔚来的投资者现在似乎更喜欢‘赌博’”,并建议是时候让投资者清仓蔚来,去寻找下一个颠覆性的技术。</p><p><b>看中中国市场潜力</b></p><p>中国的造车新势力此前毫无疑问是资本市场的追捧对象,蔚来市值在今年内就接连超过通用、福特、宝马等传统汽车厂商。</p><p>资本市场看重造车新势力在中国市场未来可能创造的价值,但似乎也需要一些理性。<a href=\"https://laohu8.com/S/002594\">比亚迪</a>在今年同样暴涨了354%,但其市销率仅为3倍,而目前蔚来的市销率已经达到了17倍。</p>\n\n</article>\n</div>\n</body>\n</html>\n","type":0,"thumbnail":"https://static.tigerbbs.com/dd3f944cb946cded615557bb29da37d8","relate_stocks":{"LI":"理想汽车"},"is_english":false,"share_image_url":"https://static.laohu8.com/e9f99090a1c2ed51c021029395664489","article_id":"1192906520","content_text":"11月16日,电动车概念股低开高走,理想汽车涨超9%,小鹏汽车、小牛电动涨超5%,蔚来涨近3%。11月13日,香橼发表做空报告称,蔚来的目标价应为25美元,即仅为蔚来当前股价的一半左右。受香橼做空报告影响,蔚来当天暴跌7.74%,也拉动小鹏跌6.13%,理想跌1.83%。香橼表示,两年前,在蔚来股价仅有7美元水平时,曾推荐大家买入蔚来股票,那时香橼主要是受蔚来CEO李斌的个人魅力所吸引。而今天,无论是从蔚来在中国电动汽车市场上的地位,还是短期的发展前景上看,蔚来目前股价均不具有合理性。强大的竞争对手:特斯拉香橼给出两点理由,首先是特斯拉Model Y和蔚来汽车形成的竞争关系。香橼引用德银的观点称,特斯拉或将把国产Model Y的价格由48.8万元降至30万元,将会是蔚来EC6和ES6的直接竞争对手,这可能会损害市场情绪,并减缓蔚来订单增长的势头。其次,香橼认为蔚来目前的估值过高。蔚来目前估值是特斯拉的两倍,相对特斯拉的溢价达到历史最高水平。同时,蔚来也比特斯拉面临更激烈的竞争。当特斯拉像蔚来一样交付5000辆汽车时,特斯拉在美国电动汽车市场的占有率为45%,而蔚来如今在中国新能源汽车市场的占有率为3%。香橼认为,“蔚来的投资者现在似乎更喜欢‘赌博’”,并建议是时候让投资者清仓蔚来,去寻找下一个颠覆性的技术。看中中国市场潜力中国的造车新势力此前毫无疑问是资本市场的追捧对象,蔚来市值在今年内就接连超过通用、福特、宝马等传统汽车厂商。资本市场看重造车新势力在中国市场未来可能创造的价值,但似乎也需要一些理性。比亚迪在今年同样暴涨了354%,但其市销率仅为3倍,而目前蔚来的市销率已经达到了17倍。","news_type":1},"isVote":1,"tweetType":1,"viewCount":882,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"EN","totalScore":0}],"lives":[]}