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Modi
Profile:Amedeo Modigliani
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Modi
2021-09-01
$BioNTech SE(BNTX)$
WTF
Modi
2021-06-01
Who knows ?
特斯拉(TSLA.US)值不值得买入?华尔街认为股价上行空间仅为3%
Modi
2021-04-26
0.8 - 0.9
Sorry, the original content has been removed
Modi
2021-04-12
Wise guy
Sorry, the original content has been removed
Modi
2021-03-16
Non-auto pilot system
Sorry, the original content has been removed
Modi
2021-01-06
go ahead !!!
又一分析师加入到看空特斯拉行列,认为该股将腰斩
Modi
2020-12-20
???
@房东经济学:今年最火的一位女股神
Modi
2020-12-09
Cash flow is king?
特斯拉年内筹资高达120亿美元,多于88%标普500公司所持现金
Modi
2020-09-25
395、425、462、500
@Modi:
$特斯拉(TSLA)$
走勢和前二波,似乎雷同?耐心持有吧!
Modi
2020-09-08
??
高盛:10大理由支撑美股长牛
Modi
2020-09-03
??
苹果(AAPL.US)、特斯拉(TSLA.US)股价暴涨的背后:华尔街陷入史诗级“交战”
Modi
2020-08-22
??
Sorry, the original content has been removed
Modi
2020-07-22
$hmy
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Modi
2020-07-02
1299
@小虎AV:【懸賞300虎幣】Q2交付在即,特斯拉週四收盤價多少?
Modi
2020-06-30
??
为了财报,第二季度末特斯拉又出了哪些怪招儿
Modi
2020-05-31
925, 1001
高盛分析师维持特斯拉股票买入评级 目标价上调至925美元
Modi
2020-04-30
$特斯拉(TSLA)$
880 - 920 - 960
Modi
2020-04-16
$特斯拉(TSLA)$
765 - 795
Modi
2020-04-12
$特斯拉(TSLA)$
https://youtu.be/Ucp0TTmvqOEhttps://youtu.be/Ucp0TTmvqOE
Modi
2020-04-10
$特斯拉(TSLA)$
600, 676
Go to Tiger App to see more news
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?","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":1,"commentSize":0,"repostSize":0,"link":"https://ttm.financial/post/119511445","repostId":"2140452027","repostType":2,"repost":{"id":"2140452027","pubTimestamp":1622513646,"share":"https://www.laohu8.com/m/news/2140452027?lang=&edition=full","pubTime":"2021-06-01 10:14","market":"hk","language":"zh","title":"特斯拉(TSLA.US)值不值得买入?华尔街认为股价上行空间仅为3%","url":"https://stock-news.laohu8.com/highlight/detail?id=2140452027","media":"智通财经","summary":"智通财经APP获悉,特斯拉是市场上最具争议的股票之一。股价表现出色虽然特斯拉以电动汽车而闻名,但它的业务范围并不仅仅局限于汽车。迄今为止,特斯拉的股价表现非常出色。据悉,S3 Partners的数据显示,截至5月13日,特斯拉的空头头寸达到225亿美元。过去三个月,有10位华尔街分析师予特斯拉“买入”评级,8位予“持有”评级,7位予“卖出”评级,共识评级为“持有”,平均目标价为645.88美元,这意味着上行空间仅为3.3%。","content":"<html><body><p>智通财经APP获悉,<a href=\"https://laohu8.com/S/TSLA\">特斯拉</a>(TSLA.US)是市场上最具争议的股票之一。该公司拥有强大的竞争优势,是全球电动汽车的领导者,同时也是市场最大的做空目标之一。</p><p><strong>股价表现出色</strong></p><p>虽然特斯拉以电动汽车而闻名,但它的业务范围并不仅仅局限于汽车。该公司还销售<a href=\"https://laohu8.com/S/000591\">太阳能</a>电池板、太阳能屋顶、能源存储设备,并开始涉足加密货币领域。</p><p>它还拥有大量的驾驶数据,用于推动自动驾驶汽车技术的进步。事实上,一些分析师预计,特斯拉将利用其自动驾驶汽车技术和遍布北美的大型商业网络,打造一支可能主宰这个未来行业的自动驾驶出租车车队。</p><p>此外,一些分析师预计,特斯拉将利用其可再生能源产品和技术,在未来的某个时刻颠覆公用事业行业。值得注意的是,特斯拉的电动汽车技术遥遥领先于竞争对手,在美国、欧洲和中国拥有强大的市场地位。</p><p>在经受多年的巨额亏损后,特斯拉直到最近才开始盈利,但该公司正在迅速提高产量,利润应该会相应地大幅增长。</p><p>迄今为止,特斯拉的股价表现非常出色。自IPO以来,该公司的股票回报率已超过标准普尔500指数的34倍。此外,这家公司的首席执行官埃隆·马斯克(Elon Musk)已经成为拥有巨大影响力的创新者和企业家,他召集了一支由顶尖工程师组成的团队,有人认为这将在未来几年推动颠覆性的创新。</p><p><strong>不利因素</strong></p><p>话虽如此,特斯拉的发展也存在一些不利因素。首先,特斯拉在中国市场投入了大量资金,但汽车故障问题和日益激烈的竞争正在侵蚀它的市场地位。此外,在欧洲,新能源汽车行业的竞争正在加剧,特斯拉被挤出了在该市场的领导地位。</p><p>与此同时,在美国,福特(F.US)和<a href=\"https://laohu8.com/S/GM\">通用汽车</a>(GM.US)等传统汽车巨头一直在大举投资,以期在电动汽车领域赶上特斯拉。虽然这些传统汽车巨头仍有很长的路要走,但它们正在取得重大进展,可能会蚕食特斯拉的市场份额,威胁到它的市场主导地位。</p><p>据悉,S3 Partners的数据显示,截至5月13日,特斯拉的空头头寸达到225亿美元。S3 Partners董事总经理Ihor Dusaniwsky表示:“特斯拉是目前市场上最大的做空目标,这是近年来全球规模最大的空头目标。”</p><p>尽管面临这些挑战,不少投资者仍相信特斯拉将凭借其卓越的数据收集、知识产权、有价值的品牌和一流的工程师,在电动汽车领域及其他业务领域保持领先地位。</p><p><strong>该不该买入?</strong></p><p>过去三个月,有10位华尔街分析师予特斯拉“买入”评级,8位予“持有”评级,7位予“卖出”评级,共识评级为“持有”,平均目标价为645.88美元,这意味着上行空间仅为3.3%。</p><p><img src=\"https://img.zhitongcaijing.com/image/20210601/1622511482762821.png?x-oss-process=image/format,jpg/quality,Q_90\" title=\"1622511482762821.png\"/></p><p>TipRanks分析师Samuel Smith表示,特斯拉绝对不是一家低风险公司,基于典型的估值指标,其股价似乎偏高。</p><p>话虽如此,特斯拉拥有众多卓越的竞争优势,这应该能让它比同行更快地进行创新。此外,许多分析师对该股前景非常看好,一位分析师甚至将其目标价定为1200美元,这意味着该股较目前水平有92%的上行空间。但也有分析师予目标价67美元,远远低于当前的股价水平。</p><p>因此,特斯拉看起来是当今市场上更具投机性的机会之一。</p></body></html>","source":"stock_zhitongcaijing","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\" 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href=http://www.zhitongcaijing.com/content/detail/485528.html><strong>智通财经</strong></a>\n\n\n</h4>\n\n</header>\n<article>\n<div>\n<p>智通财经APP获悉,特斯拉(TSLA.US)是市场上最具争议的股票之一。该公司拥有强大的竞争优势,是全球电动汽车的领导者,同时也是市场最大的做空目标之一。股价表现出色虽然特斯拉以电动汽车而闻名,但它的业务范围并不仅仅局限于汽车。该公司还销售太阳能电池板、太阳能屋顶、能源存储设备,并开始涉足加密货币领域。它还拥有大量的驾驶数据,用于推动自动驾驶汽车技术的进步。事实上,一些分析师预计,特斯拉将利用其...</p>\n\n<a href=\"http://www.zhitongcaijing.com/content/detail/485528.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/b4edcd70007a48ee832e76f61e110854","relate_stocks":{},"source_url":"http://www.zhitongcaijing.com/content/detail/485528.html","is_english":false,"share_image_url":"https://static.laohu8.com/e9f99090a1c2ed51c021029395664489","article_id":"2140452027","content_text":"智通财经APP获悉,特斯拉(TSLA.US)是市场上最具争议的股票之一。该公司拥有强大的竞争优势,是全球电动汽车的领导者,同时也是市场最大的做空目标之一。股价表现出色虽然特斯拉以电动汽车而闻名,但它的业务范围并不仅仅局限于汽车。该公司还销售太阳能电池板、太阳能屋顶、能源存储设备,并开始涉足加密货币领域。它还拥有大量的驾驶数据,用于推动自动驾驶汽车技术的进步。事实上,一些分析师预计,特斯拉将利用其自动驾驶汽车技术和遍布北美的大型商业网络,打造一支可能主宰这个未来行业的自动驾驶出租车车队。此外,一些分析师预计,特斯拉将利用其可再生能源产品和技术,在未来的某个时刻颠覆公用事业行业。值得注意的是,特斯拉的电动汽车技术遥遥领先于竞争对手,在美国、欧洲和中国拥有强大的市场地位。在经受多年的巨额亏损后,特斯拉直到最近才开始盈利,但该公司正在迅速提高产量,利润应该会相应地大幅增长。迄今为止,特斯拉的股价表现非常出色。自IPO以来,该公司的股票回报率已超过标准普尔500指数的34倍。此外,这家公司的首席执行官埃隆·马斯克(Elon Musk)已经成为拥有巨大影响力的创新者和企业家,他召集了一支由顶尖工程师组成的团队,有人认为这将在未来几年推动颠覆性的创新。不利因素话虽如此,特斯拉的发展也存在一些不利因素。首先,特斯拉在中国市场投入了大量资金,但汽车故障问题和日益激烈的竞争正在侵蚀它的市场地位。此外,在欧洲,新能源汽车行业的竞争正在加剧,特斯拉被挤出了在该市场的领导地位。与此同时,在美国,福特(F.US)和通用汽车(GM.US)等传统汽车巨头一直在大举投资,以期在电动汽车领域赶上特斯拉。虽然这些传统汽车巨头仍有很长的路要走,但它们正在取得重大进展,可能会蚕食特斯拉的市场份额,威胁到它的市场主导地位。据悉,S3 Partners的数据显示,截至5月13日,特斯拉的空头头寸达到225亿美元。S3 Partners董事总经理Ihor Dusaniwsky表示:“特斯拉是目前市场上最大的做空目标,这是近年来全球规模最大的空头目标。”尽管面临这些挑战,不少投资者仍相信特斯拉将凭借其卓越的数据收集、知识产权、有价值的品牌和一流的工程师,在电动汽车领域及其他业务领域保持领先地位。该不该买入?过去三个月,有10位华尔街分析师予特斯拉“买入”评级,8位予“持有”评级,7位予“卖出”评级,共识评级为“持有”,平均目标价为645.88美元,这意味着上行空间仅为3.3%。TipRanks分析师Samuel Smith表示,特斯拉绝对不是一家低风险公司,基于典型的估值指标,其股价似乎偏高。话虽如此,特斯拉拥有众多卓越的竞争优势,这应该能让它比同行更快地进行创新。此外,许多分析师对该股前景非常看好,一位分析师甚至将其目标价定为1200美元,这意味着该股较目前水平有92%的上行空间。但也有分析师予目标价67美元,远远低于当前的股价水平。因此,特斯拉看起来是当今市场上更具投机性的机会之一。","news_type":1},"isVote":1,"tweetType":1,"viewCount":40,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"EN","totalScore":0},{"id":374291298,"gmtCreate":1619447175514,"gmtModify":1704724062593,"author":{"id":"3455229807167654","authorId":"3455229807167654","name":"Modi","avatar":"https://community-static.tradeup.com/news/5269398163df43879cf56bf3bc9b159b","crmLevel":2,"crmLevelSwitch":0,"followedFlag":false},"themes":[],"htmlText":"0.8 - 0.9 ","listText":"0.8 - 0.9 ","text":"0.8 - 0.9","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":1,"commentSize":3,"repostSize":0,"link":"https://ttm.financial/post/374291298","repostId":"2130312907","repostType":2,"isVote":1,"tweetType":1,"viewCount":394,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"EN","totalScore":0},{"id":342799066,"gmtCreate":1618240344755,"gmtModify":1704708053484,"author":{"id":"3455229807167654","authorId":"3455229807167654","name":"Modi","avatar":"https://community-static.tradeup.com/news/5269398163df43879cf56bf3bc9b159b","crmLevel":2,"crmLevelSwitch":0,"followedFlag":false},"themes":[],"htmlText":"Wise guy ","listText":"Wise guy ","text":"Wise guy","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":3,"commentSize":0,"repostSize":0,"link":"https://ttm.financial/post/342799066","repostId":"1115379832","repostType":2,"isVote":1,"tweetType":1,"viewCount":192,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"EN","totalScore":0},{"id":325665061,"gmtCreate":1615895512553,"gmtModify":1704788075808,"author":{"id":"3455229807167654","authorId":"3455229807167654","name":"Modi","avatar":"https://community-static.tradeup.com/news/5269398163df43879cf56bf3bc9b159b","crmLevel":2,"crmLevelSwitch":0,"followedFlag":false},"themes":[],"htmlText":"Non-auto pilot system ","listText":"Non-auto pilot system ","text":"Non-auto pilot system","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":6,"commentSize":2,"repostSize":0,"link":"https://ttm.financial/post/325665061","repostId":"1150679973","repostType":2,"isVote":1,"tweetType":1,"viewCount":331,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"EN","totalScore":0},{"id":338851762,"gmtCreate":1609871027356,"gmtModify":1704980588138,"author":{"id":"3455229807167654","authorId":"3455229807167654","name":"Modi","avatar":"https://community-static.tradeup.com/news/5269398163df43879cf56bf3bc9b159b","crmLevel":2,"crmLevelSwitch":0,"followedFlag":false},"themes":[],"htmlText":"go ahead !!!","listText":"go ahead !!!","text":"go ahead !!!","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":1,"commentSize":4,"repostSize":0,"link":"https://ttm.financial/post/338851762","repostId":"2101648460","repostType":2,"repost":{"id":"2101648460","pubTimestamp":1609861694,"share":"https://www.laohu8.com/m/news/2101648460?lang=&edition=full","pubTime":"2021-01-05 23:48","market":"us","language":"zh","title":"又一分析师加入到看空特斯拉行列,认为该股将腰斩","url":"https://stock-news.laohu8.com/highlight/detail?id=2101648460","media":"新浪财经","summary":"特斯拉目前上涨0.57%,盘初一度跌超1%;Exane BNP Paribas分析师Pearson将特斯拉评级从中性下调至弱于大盘,目标价为340美元,即下跌约50%;称特斯拉在电动汽车市场的份额能翻三倍的说法并不可信,Waymo、苹果和百度等科技巨头可能会与特斯拉展开竞争。","content":"<html><body><article><p><a href=\"https://laohu8.com/S/TSLA\">特斯拉</a>目前上涨0.57%,盘初一度跌超1%;Exane BNP Paribas分析师Pearson将特斯拉评级从中性下调至弱于大盘,目标价为340美元,即下跌约50%;称特斯拉在电动汽车市场的份额能翻三倍的说法并不可信,Waymo、<a href=\"https://laohu8.com/S/AAPL\">苹果</a>和<a href=\"https://laohu8.com/S/BIDU\">百度</a>等科技巨头可能会与特斯拉展开竞争。</p></article></body></html>","source":"tencent","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>又一分析师加入到看空特斯拉行列,认为该股将腰斩</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 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class=\"title\">\n又一分析师加入到看空特斯拉行列,认为该股将腰斩\n</h2>\n\n<h4 class=\"meta\">\n\n\n2021-01-05 23:48 北京时间 <a href=http://gu.qq.com/resources/shy/news/detail-v2/index.html#/?id=nesSN202101052348147b6977c3&s=b><strong>新浪财经</strong></a>\n\n\n</h4>\n\n</header>\n<article>\n<div>\n<p>特斯拉目前上涨0.57%,盘初一度跌超1%;Exane BNP Paribas分析师Pearson将特斯拉评级从中性下调至弱于大盘,目标价为340美元,即下跌约50%;称特斯拉在电动汽车市场的份额能翻三倍的说法并不可信,Waymo、苹果和百度等科技巨头可能会与特斯拉展开竞争。</p>\n\n<a href=\"http://gu.qq.com/resources/shy/news/detail-v2/index.html#/?id=nesSN202101052348147b6977c3&s=b\">Web Link</a>\n\n</div>\n\n\n</article>\n</div>\n</body>\n</html>\n","type":0,"thumbnail":"https://static.tigerbbs.com/b4edcd70007a48ee832e76f61e110854","relate_stocks":{"TSLA":"特斯拉"},"source_url":"http://gu.qq.com/resources/shy/news/detail-v2/index.html#/?id=nesSN202101052348147b6977c3&s=b","is_english":false,"share_image_url":"https://static.laohu8.com/9a95c1376e76363c1401fee7d3717173","article_id":"2101648460","content_text":"特斯拉目前上涨0.57%,盘初一度跌超1%;Exane BNP Paribas分析师Pearson将特斯拉评级从中性下调至弱于大盘,目标价为340美元,即下跌约50%;称特斯拉在电动汽车市场的份额能翻三倍的说法并不可信,Waymo、苹果和百度等科技巨头可能会与特斯拉展开竞争。","news_type":1},"isVote":1,"tweetType":1,"viewCount":217,"authorTweetTopStatus":1,"verified":2,"comments":[{"author":{"id":"3521353871016651","authorId":"3521353871016651","name":"顺盈","avatar":"https://static.laohu8.com/default-avatar.jpg","crmLevel":1,"crmLevelSwitch":0},"content":"There are Faba bears and Morgan bulls.","text":"There are Faba bears and Morgan bulls.","html":"There are Faba bears and Morgan bulls."}],"imageCount":0,"langContent":"EN","totalScore":0},{"id":330089877,"gmtCreate":1608434484799,"gmtModify":1704974784786,"author":{"id":"3455229807167654","authorId":"3455229807167654","name":"Modi","avatar":"https://community-static.tradeup.com/news/5269398163df43879cf56bf3bc9b159b","crmLevel":2,"crmLevelSwitch":0,"followedFlag":false},"themes":[],"htmlText":"???","listText":"???","text":"???","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":4,"commentSize":2,"repostSize":0,"link":"https://ttm.financial/post/330089877","repostId":"392406407","repostType":1,"repost":{"id":392406407,"gmtCreate":1607500659101,"gmtModify":1704970540165,"author":{"id":"3499642540046495","authorId":"3499642540046495","name":"房东经济学","avatar":"https://static.tigerbbs.com/edfaddbb1342d4bbb2d3ec62de517927","crmLevel":1,"crmLevelSwitch":0,"followedFlag":false},"themes":[],"title":"今年最火的一位女股神","htmlText":"本文來自公衆號:房東看世界今天我們聊聊一位最近很火的女股神,她的名字叫Catherine Wood,她是ARK Invest的CEO和基金經理人。如果要問今年美國市場上誰最風光,那肯定有她和她公司ARK的份,Wood現在已經成爲無數投資者眼中的女神。Catherine Wood爲什麼她能火?我們看一下她管理的產品表現就知道了。ARKK vs 納斯達克100 vs 標普500 2014年底至今各自累計漲幅上面這張圖中紫色線爲她管理的一隻規模最大的ARKK與納斯達克100(黑色線)以及標普500(黑色)的對比,從2014下半年登場至今,ARKK累計上漲了接近500%,碾壓基準標普500,甚至也讓作爲科技指數之王的納斯達克100相形見絀。ARKK連續三年都跑贏了基準,並且和其他ARK旗下的四個主動基金一同在今年迎來了大爆發。有人把她說成是“女版巴菲特”,但她的風格和巴菲特完全不一樣,巴菲特喜歡投資現金流穩定的成熟公司、而且更傾向於傳統行業,對科技股涉獵相對較少;Wood專做科技股,而且都是在足夠早的時間就瞄準那些有潛力的科技公司。在她的投資理念中,最重要的一個關鍵詞就是創新。Wood出生於1956年,換句話說她現在已經是個64歲的大媽了,但是她對於創新和新經濟的理解遠超絕大多數後輩,她抓住了特斯拉、Square、Zoom甚至是比特幣的機會。除了天賦以外,和她的個人經歷也分不開。她畢業於南加州大學金融經濟學專業,1977年開始在Capital Research公司任助理經濟師,之後她在1980年轉職Jennison Associates任首席經濟師。1998年她合夥成立對衝基金Tupelo Capital並任投資組合經理主理該基金的宏觀戰略。2001年,她轉到聯博資產管理任投資長,負責管理基金達50億美元的投資組合。2013年,她從聯博辭職創業,於2014年1月成立ARK Inve","listText":"本文來自公衆號:房東看世界今天我們聊聊一位最近很火的女股神,她的名字叫Catherine Wood,她是ARK Invest的CEO和基金經理人。如果要問今年美國市場上誰最風光,那肯定有她和她公司ARK的份,Wood現在已經成爲無數投資者眼中的女神。Catherine Wood爲什麼她能火?我們看一下她管理的產品表現就知道了。ARKK vs 納斯達克100 vs 標普500 2014年底至今各自累計漲幅上面這張圖中紫色線爲她管理的一隻規模最大的ARKK與納斯達克100(黑色線)以及標普500(黑色)的對比,從2014下半年登場至今,ARKK累計上漲了接近500%,碾壓基準標普500,甚至也讓作爲科技指數之王的納斯達克100相形見絀。ARKK連續三年都跑贏了基準,並且和其他ARK旗下的四個主動基金一同在今年迎來了大爆發。有人把她說成是“女版巴菲特”,但她的風格和巴菲特完全不一樣,巴菲特喜歡投資現金流穩定的成熟公司、而且更傾向於傳統行業,對科技股涉獵相對較少;Wood專做科技股,而且都是在足夠早的時間就瞄準那些有潛力的科技公司。在她的投資理念中,最重要的一個關鍵詞就是創新。Wood出生於1956年,換句話說她現在已經是個64歲的大媽了,但是她對於創新和新經濟的理解遠超絕大多數後輩,她抓住了特斯拉、Square、Zoom甚至是比特幣的機會。除了天賦以外,和她的個人經歷也分不開。她畢業於南加州大學金融經濟學專業,1977年開始在Capital Research公司任助理經濟師,之後她在1980年轉職Jennison Associates任首席經濟師。1998年她合夥成立對衝基金Tupelo Capital並任投資組合經理主理該基金的宏觀戰略。2001年,她轉到聯博資產管理任投資長,負責管理基金達50億美元的投資組合。2013年,她從聯博辭職創業,於2014年1月成立ARK Inve","text":"本文來自公衆號:房東看世界今天我們聊聊一位最近很火的女股神,她的名字叫Catherine Wood,她是ARK Invest的CEO和基金經理人。如果要問今年美國市場上誰最風光,那肯定有她和她公司ARK的份,Wood現在已經成爲無數投資者眼中的女神。Catherine Wood爲什麼她能火?我們看一下她管理的產品表現就知道了。ARKK vs 納斯達克100 vs 標普500 2014年底至今各自累計漲幅上面這張圖中紫色線爲她管理的一隻規模最大的ARKK與納斯達克100(黑色線)以及標普500(黑色)的對比,從2014下半年登場至今,ARKK累計上漲了接近500%,碾壓基準標普500,甚至也讓作爲科技指數之王的納斯達克100相形見絀。ARKK連續三年都跑贏了基準,並且和其他ARK旗下的四個主動基金一同在今年迎來了大爆發。有人把她說成是“女版巴菲特”,但她的風格和巴菲特完全不一樣,巴菲特喜歡投資現金流穩定的成熟公司、而且更傾向於傳統行業,對科技股涉獵相對較少;Wood專做科技股,而且都是在足夠早的時間就瞄準那些有潛力的科技公司。在她的投資理念中,最重要的一個關鍵詞就是創新。Wood出生於1956年,換句話說她現在已經是個64歲的大媽了,但是她對於創新和新經濟的理解遠超絕大多數後輩,她抓住了特斯拉、Square、Zoom甚至是比特幣的機會。除了天賦以外,和她的個人經歷也分不開。她畢業於南加州大學金融經濟學專業,1977年開始在Capital Research公司任助理經濟師,之後她在1980年轉職Jennison Associates任首席經濟師。1998年她合夥成立對衝基金Tupelo Capital並任投資組合經理主理該基金的宏觀戰略。2001年,她轉到聯博資產管理任投資長,負責管理基金達50億美元的投資組合。2013年,她從聯博辭職創業,於2014年1月成立ARK Inve","images":[{"img":"https://static.tigerbbs.com/97bb7924b5cdfce996be47d988193e0f","width":"660","height":"371"},{"img":"https://static.tigerbbs.com/f03fc602704168bd154f831a312d7d3d","width":"688","height":"305"},{"img":"https://static.tigerbbs.com/c48887879ceb2887aff33fade3bc425b","width":"688","height":"283"}],"top":1,"highlighted":2,"essential":2,"paper":2,"likeSize":0,"commentSize":0,"repostSize":0,"link":"https://ttm.financial/post/392406407","isVote":1,"tweetType":1,"viewCount":0,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":9,"langContent":"CN","totalScore":0},"isVote":1,"tweetType":1,"viewCount":275,"authorTweetTopStatus":1,"verified":2,"comments":[{"author":{"id":"3513743822381928","authorId":"3513743822381928","name":"天天天天涨停板","avatar":"https://static.tigerbbs.com/90d3bcdd2c49a8ec314d84d8d0f1b24e","crmLevel":5,"crmLevelSwitch":0},"content":"I also collected this article and wanted to learn to buy her fund [开心].","text":"I also collected this article and wanted to learn to buy her fund [开心].","html":"I also collected this article and wanted to learn to buy her fund [开心]."}],"imageCount":0,"langContent":"EN","totalScore":0},{"id":392486901,"gmtCreate":1607507145203,"gmtModify":1704970590883,"author":{"id":"3455229807167654","authorId":"3455229807167654","name":"Modi","avatar":"https://community-static.tradeup.com/news/5269398163df43879cf56bf3bc9b159b","crmLevel":2,"crmLevelSwitch":0,"followedFlag":false},"themes":[],"htmlText":"Cash flow is king? ","listText":"Cash flow is king? ","text":"Cash flow is king?","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":0,"commentSize":0,"repostSize":0,"link":"https://ttm.financial/post/392486901","repostId":"2090003410","repostType":2,"repost":{"id":"2090003410","pubTimestamp":1607493285,"share":"https://www.laohu8.com/m/news/2090003410?lang=&edition=full","pubTime":"2020-12-09 13:54","market":"us","language":"zh","title":"特斯拉年内筹资高达120亿美元,多于88%标普500公司所持现金","url":"https://stock-news.laohu8.com/highlight/detail?id=2090003410","media":"英为财情","summary":"英为财情Investing.com – 本月晚些时候特斯拉 加入标普500指数时,除了拥有惊人的市场估值,还将持有巨大的现金储备。周二,特斯拉宣布签订股权配售协议,筹资50亿美元。单单在今年,该公司就筹集了总计120亿美元的资金,比标普500指数中88%的公司所持有的现金都要多,这当中不乏辉瑞 、AT&T 、卡特彼勒 等巨头。这笔资金将有助于支撑特斯拉的资本支出,预计其在未来两年来将增长一倍。周二,特斯拉收涨1.27%,报649.88美元。","content":"<html><body><p><strong>英为财情Investing.com –</strong> 本月晚些时候<a href=\"https://laohu8.com/S/TSLA\">特斯拉</a> (NASDAQ:TSLA)加入标普500指数时,除了拥有惊人的市场估值,还将持有巨大的现金储备。</p>\n\n<p>周二,特斯拉宣布签订股权配售协议,筹资50亿美元。单单在今年,该公司就筹集了总计120亿美元的资金,比标普500指数中88%的公司所持有的现金都要多,这当中不乏<a href=\"https://laohu8.com/S/PFE\">辉瑞</a> (NYSE:PFE)、AT&T (NYSE:T)、<a href=\"https://laohu8.com/S/CAT\">卡特彼勒</a> (NYSE:CAT)等巨头。</p>\n\n<p>这笔资金将有助于支撑特斯拉的资本支出,预计其在未来两年来将增长一倍。该公司目标正专注于建设两家汽车工厂,分别在美国德克萨斯州奥斯汀和德国柏林。</p>\n\n<p>加入标普500指数之后,特斯拉约6000亿美元的市值将使其成为该指数中市值第六大的公司,位于<a href=\"https://laohu8.com/S/FB\">Facebook</a> (NASDAQ:FB)和<a href=\"https://laohu8.com/S/BRK.A\">伯克希尔</a>·哈撒韦 (NYSE:BRKa)之间。</p>\n\n<p>周二,特斯拉收涨1.27%,报649.88美元。</p>\n\n<p>【本文来自英为财情Investing.com,阅读更多请登录cn.Investing.com或英为财情 App】</p>\n\n<h2><strong>推荐阅读:</strong></h2>\n\n<p><strong>特斯拉年内大涨600%,投资者想买不敢买:这两只ETF或可解忧?</strong></p>\n\n<p><strong>德法院禁止特斯拉砍伐森林,勃兰登堡州建厂计划受阻</strong></p>\n\n<p><strong>巴菲特“打新股”<a href=\"https://laohu8.com/S/SNOW\">Snowflake</a>近期暴涨,市值一度超越<a href=\"https://laohu8.com/S/IBM\">IBM</a>和<a href=\"https://laohu8.com/S/AMD\">AMD</a></strong></p>\n\n<p><strong>本年度最值得关注的旅游股?Airbnb凭什么</strong></p>\n\n<p><strong>(编辑:莫宁)</strong></p></body></html>","source":"investing_news","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>特斯拉年内筹资高达120亿美元,多于88%标普500公司所持现金</title>\n<style 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href=\"https://cn.investing.com/news/stock-market-news/article-1985200\">Web Link</a>\n\n</div>\n\n\n</article>\n</div>\n</body>\n</html>\n","type":0,"thumbnail":"https://static.tigerbbs.com/f76b3cc53dd60ecb6eab407da188d689","relate_stocks":{"161125":"标普500","513500":"标普500ETF","SPY":"标普500ETF","OEX":"标普100",".SPX":"S&P 500 Index","SH":"标普500反向ETF","SSO":"两倍做多标普500ETF","SPXU":"三倍做空标普500ETF","OEF":"标普100指数ETF-iShares","IVV":"标普500指数ETF","SDS":"两倍做空标普500ETF","TSLA":"特斯拉","UPRO":"三倍做多标普500ETF"},"source_url":"https://cn.investing.com/news/stock-market-news/article-1985200","is_english":false,"share_image_url":"https://static.laohu8.com/e9f99090a1c2ed51c021029395664489","article_id":"2090003410","content_text":"英为财情Investing.com – 本月晚些时候特斯拉 (NASDAQ:TSLA)加入标普500指数时,除了拥有惊人的市场估值,还将持有巨大的现金储备。\n周二,特斯拉宣布签订股权配售协议,筹资50亿美元。单单在今年,该公司就筹集了总计120亿美元的资金,比标普500指数中88%的公司所持有的现金都要多,这当中不乏辉瑞 (NYSE:PFE)、AT&T (NYSE:T)、卡特彼勒 (NYSE:CAT)等巨头。\n这笔资金将有助于支撑特斯拉的资本支出,预计其在未来两年来将增长一倍。该公司目标正专注于建设两家汽车工厂,分别在美国德克萨斯州奥斯汀和德国柏林。\n加入标普500指数之后,特斯拉约6000亿美元的市值将使其成为该指数中市值第六大的公司,位于Facebook (NASDAQ:FB)和伯克希尔·哈撒韦 (NYSE:BRKa)之间。\n周二,特斯拉收涨1.27%,报649.88美元。\n【本文来自英为财情Investing.com,阅读更多请登录cn.Investing.com或英为财情 App】\n推荐阅读:\n特斯拉年内大涨600%,投资者想买不敢买:这两只ETF或可解忧?\n德法院禁止特斯拉砍伐森林,勃兰登堡州建厂计划受阻\n巴菲特“打新股”Snowflake近期暴涨,市值一度超越IBM和AMD\n本年度最值得关注的旅游股?Airbnb凭什么\n(编辑:莫宁)","news_type":1},"isVote":1,"tweetType":1,"viewCount":261,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"EN","totalScore":0},{"id":974612357,"gmtCreate":1601037001279,"gmtModify":1705066271580,"author":{"id":"3455229807167654","authorId":"3455229807167654","name":"Modi","avatar":"https://community-static.tradeup.com/news/5269398163df43879cf56bf3bc9b159b","crmLevel":2,"crmLevelSwitch":0,"followedFlag":false},"themes":[],"htmlText":" 395、425、462、500","listText":" 395、425、462、500","text":"395、425、462、500","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":1,"commentSize":3,"repostSize":0,"link":"https://ttm.financial/post/974612357","repostId":"974618631","repostType":1,"repost":{"id":974618631,"gmtCreate":1601036519023,"gmtModify":1705066269802,"author":{"id":"3455229807167654","authorId":"3455229807167654","name":"Modi","avatar":"https://community-static.tradeup.com/news/5269398163df43879cf56bf3bc9b159b","crmLevel":2,"crmLevelSwitch":0,"followedFlag":false},"themes":[],"htmlText":"<a href=\"https://laohu8.com/S/TSLA\">$特斯拉(TSLA)$</a>走勢和前二波,似乎雷同?耐心持有吧!","listText":"<a href=\"https://laohu8.com/S/TSLA\">$特斯拉(TSLA)$</a>走勢和前二波,似乎雷同?耐心持有吧!","text":"$特斯拉(TSLA)$走勢和前二波,似乎雷同?耐心持有吧!","images":[{"img":"https://static.tigerbbs.com/cf0ef683653a65451ec4b9c1bfcbbe34","width":"1125","height":"1085"}],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":0,"commentSize":0,"repostSize":0,"link":"https://ttm.financial/post/974618631","isVote":1,"tweetType":1,"viewCount":0,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":1,"langContent":"CN","totalScore":0},"isVote":1,"tweetType":1,"viewCount":254,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"EN","totalScore":0},{"id":976028736,"gmtCreate":1599550678425,"gmtModify":1705061789063,"author":{"id":"3455229807167654","authorId":"3455229807167654","name":"Modi","avatar":"https://community-static.tradeup.com/news/5269398163df43879cf56bf3bc9b159b","crmLevel":2,"crmLevelSwitch":0,"followedFlag":false},"themes":[],"htmlText":"??","listText":"??","text":"??","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":0,"commentSize":0,"repostSize":0,"link":"https://ttm.financial/post/976028736","repostId":"1118295152","repostType":4,"repost":{"id":"1118295152","pubTimestamp":1599657541,"share":"https://www.laohu8.com/m/news/1118295152?lang=&edition=full","pubTime":"2020-09-09 21:19","market":"us","language":"zh","title":"高盛:10大理由支撑美股长牛","url":"https://stock-news.laohu8.com/highlight/detail?id=1118295152","media":"金十数据","summary":"美股狂跌背后的逻辑在哪?从技术层面看,投资者近期投机情绪严重,并在期权等衍生品上大量押注。在此次美股暴跌之前,我们看到前所未有的美股买盘狂潮,尤其是科技股备受追捧,这也导致了科技股期权仓位大幅增加。同","content":"<p><b>美股狂跌背后的逻辑在哪?</b></p><p><b>从技术层面看,投资者近期投机情绪严重,并在期权等衍生品上大量押注。</b>在此次美股暴跌之前,我们看到前所未有的美股买盘狂潮,尤其是科技股备受追捧,这也导致了科技股期权仓位大幅增加。同时,美国看跌/看涨比率达到历史最低水平,现货交易量的相关性也回到了正区域。”</p><p>高盛写道:这种过度的期权定位凸显了近期股票回报的不对称性,并指出纳斯达克净股本未来的仓位峰值已接近历史高点。不过好在市场宽度相对较窄,引发的抛售规模也有限。</p><p><b>此外,诱发美股下挫的关键催化剂是,美国10年期实际利率上涨(较低点上涨了8个基点),这很可能引发了诸如成长股和科技股等较长期限股票的抛售。</b></p><p>高盛指出随着名义收益率被各国央行锚定,盈亏平衡通胀率和实际利率更有可能朝相反方向移动。该行补充说:“通常对于风险资产和安全资产而言,盈亏平衡通胀率并降低实际利率通常是友好的,而<b>降低</b>盈亏平衡通胀率<b>和提高实际利率对市场则非常不利,因为通常这会引发所有资产下跌。</b></p><p>上述理论也解释了为什么自9月2日以来除了美股,其他大多数资产也在下跌。目前,持有多类资产的投资者都在忙于调整自己的资金配置。</p><p><img src=\"https://static.tigerbbs.com/2f06e44ae8195227f71346a4008b6d10\" tg-width=\"781\" tg-height=\"259\"></p><p><b>短期:美股或继续下跌</b></p><p>目前,各路分析师纷纷表示,从历史经验来看,美股在短期内可能还会迎来进一步下跌。</p><p>结合美股的历史表现,日晷资本研究公司的创始人戈普费特对外表示,纳指往往会从峰值迅速下跌。因此,他在上周五的一份报告中警告说,如果这真的是一个顶部,“在未来几周可能出现几乎是直线下降的走势”。</p><p>同时,高盛也警告称:<b>美股近期将继续受挫,因纳斯达克看涨情绪受到了创纪录的冲击</b>。华尔街长期多头爱德华·亚德尼也同意此观点,并指出当前投资者正试图减持大型成长股,特别是科技股,这会使美股进一步下跌。</p><p>华尔街证券研究公司的全球顾问也给出了美股或将继续受挫的理由,其表示:根据历史经验,<b>剧烈的抛售通常需要至少三天的时间才能将恐慌的卖方冲垮,也称“三天规则”。</b></p><p><b>长期:10大理由支撑美股牛市</b></p><p>尽管高盛警告美股短期很可能继续下挫,但该行预计,因为经济复苏以及货币政策的支持,长期来看美股牛市前景不变。</p><p>具体而言,高盛的策略师Peter Oppenheimer给出了支撑现在美股的牛市的十个理由:</p><blockquote>第一,在严重衰退之后,我们正处于 <b>新投资周期</b>的第一阶段。 新周期的第一部分通常在经济衰退中开始,但这一阶段人们重拾信心通常在新周期中最强,当前我们正处于这一位置。</blockquote><blockquote>第二, <b>疫苗</b>很可能即将问世,美国和全球经济的复苏态势看起来更加持久。</blockquote><blockquote>第三,我们的经济学家最近 <b>上调对经济的预测</b>,其他银行的上调也可能紧随其后。</blockquote><blockquote>第四,我们的 <b>熊市指标</b>(2019年时这一指标一度处于非常高的水平)表明,尽管目前股市估值很高,但陷入熊市的风险相对较低。</blockquote><blockquote>第五, <b>政策</b>仍然非常支持风险资产——既有美联储的“投入”,即人们相信央行将进一步提供流动性;又有政府的财政“投入”,即政府依然有促进经济恢复增长的意愿。</blockquote><blockquote>第六, <b>股票风险溢价</b>有收窄的空间。</blockquote><blockquote>第七,低利率的环境对风险资产有利。美联储此前多次暗示将低利率维持在未来一段时间,这些前瞻指引创造了实际利率维持在低水平的 <b>利率环境</b>。这意味着,在经济复苏中风险资产获得支撑。</blockquote><blockquote>第八, <b>通胀预期真正上升,购买股票为投资者</b>提供了合理对冲。</blockquote><blockquote>第九,相对于公司债务而言, <b>股票</b>并不算贵,尤其是对于资产负债表强劲的公司而言(60%的美国公司和80%欧洲公司的股息收益率高于平均公司债券收益率)。</blockquote><blockquote>第十, <b>数字革命</b>继续发展。高盛认为数字革命对经济和股市带来的转变还会进一步深化,相关领域的公司可能会继续推动牛市,并获得更高的估值和更丰厚的回报。</blockquote>","source":"jssj","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>高盛:10大理由支撑美股长牛</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高盛:10大理由支撑美股长牛\n</h2>\n\n<h4 class=\"meta\">\n\n\n2020-09-09 21:19 北京时间 <a href=https://xnews.jin10.com/details/64422><strong>金十数据</strong></a>\n\n\n</h4>\n\n</header>\n<article>\n<div>\n<p>美股狂跌背后的逻辑在哪?从技术层面看,投资者近期投机情绪严重,并在期权等衍生品上大量押注。在此次美股暴跌之前,我们看到前所未有的美股买盘狂潮,尤其是科技股备受追捧,这也导致了科技股期权仓位大幅增加。同时,美国看跌/看涨比率达到历史最低水平,现货交易量的相关性也回到了正区域。”高盛写道:这种过度的期权定位凸显了近期股票回报的不对称性,并指出纳斯达克净股本未来的仓位峰值已接近历史高点。不过好在市场宽度...</p>\n\n<a href=\"https://xnews.jin10.com/details/64422\">Web Link</a>\n\n</div>\n\n\n</article>\n</div>\n</body>\n</html>\n","type":0,"thumbnail":"https://static.tigerbbs.com/3ce4524f3159771d39966dbd4e93487d","relate_stocks":{".DJI":"道琼斯"},"source_url":"https://xnews.jin10.com/details/64422","is_english":false,"share_image_url":"https://static.laohu8.com/e9f99090a1c2ed51c021029395664489","article_id":"1118295152","content_text":"美股狂跌背后的逻辑在哪?从技术层面看,投资者近期投机情绪严重,并在期权等衍生品上大量押注。在此次美股暴跌之前,我们看到前所未有的美股买盘狂潮,尤其是科技股备受追捧,这也导致了科技股期权仓位大幅增加。同时,美国看跌/看涨比率达到历史最低水平,现货交易量的相关性也回到了正区域。”高盛写道:这种过度的期权定位凸显了近期股票回报的不对称性,并指出纳斯达克净股本未来的仓位峰值已接近历史高点。不过好在市场宽度相对较窄,引发的抛售规模也有限。此外,诱发美股下挫的关键催化剂是,美国10年期实际利率上涨(较低点上涨了8个基点),这很可能引发了诸如成长股和科技股等较长期限股票的抛售。高盛指出随着名义收益率被各国央行锚定,盈亏平衡通胀率和实际利率更有可能朝相反方向移动。该行补充说:“通常对于风险资产和安全资产而言,盈亏平衡通胀率并降低实际利率通常是友好的,而降低盈亏平衡通胀率和提高实际利率对市场则非常不利,因为通常这会引发所有资产下跌。上述理论也解释了为什么自9月2日以来除了美股,其他大多数资产也在下跌。目前,持有多类资产的投资者都在忙于调整自己的资金配置。短期:美股或继续下跌目前,各路分析师纷纷表示,从历史经验来看,美股在短期内可能还会迎来进一步下跌。结合美股的历史表现,日晷资本研究公司的创始人戈普费特对外表示,纳指往往会从峰值迅速下跌。因此,他在上周五的一份报告中警告说,如果这真的是一个顶部,“在未来几周可能出现几乎是直线下降的走势”。同时,高盛也警告称:美股近期将继续受挫,因纳斯达克看涨情绪受到了创纪录的冲击。华尔街长期多头爱德华·亚德尼也同意此观点,并指出当前投资者正试图减持大型成长股,特别是科技股,这会使美股进一步下跌。华尔街证券研究公司的全球顾问也给出了美股或将继续受挫的理由,其表示:根据历史经验,剧烈的抛售通常需要至少三天的时间才能将恐慌的卖方冲垮,也称“三天规则”。长期:10大理由支撑美股牛市尽管高盛警告美股短期很可能继续下挫,但该行预计,因为经济复苏以及货币政策的支持,长期来看美股牛市前景不变。具体而言,高盛的策略师Peter Oppenheimer给出了支撑现在美股的牛市的十个理由:第一,在严重衰退之后,我们正处于 新投资周期的第一阶段。 新周期的第一部分通常在经济衰退中开始,但这一阶段人们重拾信心通常在新周期中最强,当前我们正处于这一位置。第二, 疫苗很可能即将问世,美国和全球经济的复苏态势看起来更加持久。第三,我们的经济学家最近 上调对经济的预测,其他银行的上调也可能紧随其后。第四,我们的 熊市指标(2019年时这一指标一度处于非常高的水平)表明,尽管目前股市估值很高,但陷入熊市的风险相对较低。第五, 政策仍然非常支持风险资产——既有美联储的“投入”,即人们相信央行将进一步提供流动性;又有政府的财政“投入”,即政府依然有促进经济恢复增长的意愿。第六, 股票风险溢价有收窄的空间。第七,低利率的环境对风险资产有利。美联储此前多次暗示将低利率维持在未来一段时间,这些前瞻指引创造了实际利率维持在低水平的 利率环境。这意味着,在经济复苏中风险资产获得支撑。第八, 通胀预期真正上升,购买股票为投资者提供了合理对冲。第九,相对于公司债务而言, 股票并不算贵,尤其是对于资产负债表强劲的公司而言(60%的美国公司和80%欧洲公司的股息收益率高于平均公司债券收益率)。第十, 数字革命继续发展。高盛认为数字革命对经济和股市带来的转变还会进一步深化,相关领域的公司可能会继续推动牛市,并获得更高的估值和更丰厚的回报。","news_type":1},"isVote":1,"tweetType":1,"viewCount":183,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"EN","totalScore":0},{"id":978980666,"gmtCreate":1599103224555,"gmtModify":1705060592511,"author":{"id":"3455229807167654","authorId":"3455229807167654","name":"Modi","avatar":"https://community-static.tradeup.com/news/5269398163df43879cf56bf3bc9b159b","crmLevel":2,"crmLevelSwitch":0,"followedFlag":false},"themes":[],"htmlText":"??","listText":"??","text":"??","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":0,"commentSize":0,"repostSize":1,"link":"https://ttm.financial/post/978980666","repostId":"2064589572","repostType":2,"repost":{"id":"2064589572","pubTimestamp":1599101731,"share":"https://www.laohu8.com/m/news/2064589572?lang=&edition=full","pubTime":"2020-09-03 10:55","market":"hk","language":"zh","title":"苹果(AAPL.US)、特斯拉(TSLA.US)股价暴涨的背后:华尔街陷入史诗级“交战”","url":"https://stock-news.laohu8.com/highlight/detail?id=2064589572","media":"智通财经","summary":"最近几周美股市场的上涨趋势引发热议,一时间对特斯拉(TSLA.US)、苹果(AAPL.US)、Salesforce(CRM.US)和亚马逊(AMZN.US)等大型科技股最近暴涨的原因更是众说纷纭。有分","content":"<html><body><p>最近几周美股市场的上涨趋势引发热议,一时间对<a href=\"https://laohu8.com/S/TSLA\">特斯拉</a>(TSLA.US)、<a href=\"https://laohu8.com/S/AAPL\">苹果</a>(AAPL.US)、<a href=\"https://laohu8.com/S/CRM\">Salesforce</a>(CRM.US)和<a href=\"https://laohu8.com/S/AMZN\">亚马逊</a>(AMZN.US)等大型科技股最近暴涨的原因更是众说纷纭。有分析师表示这其实是由华尔街之间竞相做空伽马(Gamma)所造成。</p><p>智通财经APP获悉,野村证券跨资产宏观策略部董事总经理查理·麦克埃利戈特(Charlie McElligott)称近日交易员们正疯狂追逐美国股市的“伽马崩盘”(Gamma crash up),这已经成为一个“经典的反馈循环”。</p><p>据悉,伽马是一种衡量期权对标的股票走势敏感程度变化的指标,可以衡量期权价格与期货价格变化幅度之比。</p><p>麦克埃利戈特解释道,在这种伽马压制的背景下,看涨期权价格的飙升会导致更多相关股票的买入,看涨期权价格继续攀升,更多的看涨期权受到挤压,甚至更多的对冲Delta和买入标的,最终蔓延到越来越多的市场,如此循环,直到出现大规模的市场崩盘。对冲伽马已成为市场上最重要的流向,这在如特斯拉这类股价暴涨的股票中可见一斑。</p><p>但这导致恐慌指数VIX自2000年3月网络泡沫破灭以来达到历史最高。</p><p><img src=\"https://img.zhitongcaijing.com/image/20200903/1599094858199775.png?x-oss-process=image/format,jpg/quality,Q_90\" title=\"1599094858199775.png\"/></p><p>历史会重演吗?</p><p>有媒体周二(9月1日)称,<a href=\"https://laohu8.com/S/FB\">Facebook</a>(FB.US)和Salesforce等股票的看涨期权需求旺盛,使得华尔街的衍生品交易商大幅做空伽马。</p><p>随着股价上涨,交易商需要买入更多的股票来对冲风险。IPS Strategic Capital首席交易员帕特•亨尼斯(Pat Hennessy)称,由于大量的看涨期权合约尚未到期,而其中一些个股流动性相对不足,这些交易商不得不转向标普500指数和纳斯达克100指数等指数。为了对冲,交易商也一直在买入这些基准指数的隐含波动率。</p><p>麦克埃利戈特对此表示,在过去一个月里,一个大手笔的溢价买家以超十亿美元的价格买入包括亚马逊、Facebook、Salesforce和Netflix(NFLX.US)等大型科技股的看涨期权,花费高达200多亿美元,致使交易量猛增38%。</p><p>财经博客The Bear Traps Report的一位投资组合经理写道,苹果周一收盘价在129美元附近,而投机性看涨期权的成本却对买方非常不利,周一美股交易时一定有人联系到了巴菲特,因为他可以在卖出苹果看涨期权上大赚一笔。</p><p>这一点可以从下图中看出,苹果周二(9月1日)收涨3.98%,报134.18美元。</p><p><img src=\"https://img.zhitongcaijing.com/image/20200903/1599094924936774.png?x-oss-process=image/format,jpg/quality,Q_90\" title=\"1599094924936774.png\"/></p><p>华尔街做空伽马到了什么程度?</p><p>为了回答这个问题,这位投资组合经理展示了一张图,图中显示苹果看涨期权在过去一周内的惊人走势。</p><p><img src=\"https://img.zhitongcaijing.com/image/20200903/1599095409253433.png?x-oss-process=image/format,jpg/quality,Q_90\" title=\"1599095409253433.png\"/></p><p>他表示,仅在过去一周内,苹果价外看涨期权的隐含波动率已经上升到与价外看跌期权的隐含波动率相当。如果做市商自己卖出看涨期权,就必须通过买入标的股票来进行对冲。在较高的隐含波动率水平下买入更多的看涨期权,意味着交易商需要买入更多苹果的股票。</p><p>综合起来,市场的兴奋、自由期权交易以及最重要的因素,即小部分做市商共同引发了美股市场的火爆。</p><p>该投资组合经理表示,少数大型对冲基金明白这一点,并火上浇油,将隐含指数越推越高,并进一步给<a href=\"https://laohu8.com/S/C\">花旗</a>和<a href=\"https://laohu8.com/S/GS\">高盛</a>等银行施加压力。在这一过程中,助推了苹果和特斯拉的暴涨。</p><p>他总结道,当美股市场上大部分股票都在逐渐走低时,几个大的对冲基金和银行之间展开了激烈的战斗,做空伽马愈演愈烈。由于对冲基金和券商之间展开的史诗级战斗已经进入尾声,或许周三特斯拉和苹果股票的回落会是一场前所未有的伽马崩盘的开始。</p><p>抛开苹果和特斯拉,这对大盘意味着什么?作为一个市场领先指标,隐含波动率又在反常地上升。</p><p>该投资组合经理指出,投资者必须在未来几天关注这些股票的隐含波动率。当隐含波动率在大型股票上大增时,它可以成为该股的领先指标。隐含波动率下降时,交易商可以通过卖出标的来减少一些对冲。当像特斯拉这种暴涨的股价开始回调时,会先发生在快钱期权中,然后才是慢钱股票。</p><p><img src=\"https://img.zhitongcaijing.com/image/20200903/1599098225427009.png?x-oss-process=image/format,jpg/quality,Q_90\" title=\"1599098225427009.png\"/></p><p>在接下来的几天里,隐含波动率可能会是一个惊人的领先指标。</p></body></html>","source":"stock_zhitongcaijing","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\" 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.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苹果(AAPL.US)、特斯拉(TSLA.US)股价暴涨的背后:华尔街陷入史诗级“交战”\n</h2>\n\n<h4 class=\"meta\">\n\n\n2020-09-03 10:55 北京时间 <a href=http://www.zhitongcaijing.com/content/detail/334369.html><strong>智通财经</strong></a>\n\n\n</h4>\n\n</header>\n<article>\n<div>\n<p>最近几周美股市场的上涨趋势引发热议,一时间对特斯拉(TSLA.US)、苹果(AAPL.US)、Salesforce(CRM.US)和亚马逊(AMZN.US)等大型科技股最近暴涨的原因更是众说纷纭。有分析师表示这其实是由华尔街之间竞相做空伽马(Gamma)所造成。智通财经APP获悉,野村证券跨资产宏观策略部董事总经理查理·麦克埃利戈特(Charlie McElligott)称近日交易员们正疯狂追逐...</p>\n\n<a href=\"http://www.zhitongcaijing.com/content/detail/334369.html\">Web Link</a>\n\n</div>\n\n\n</article>\n</div>\n</body>\n</html>\n","type":0,"thumbnail":"","relate_stocks":{"03086":"华夏纳指","TSLA":"特斯拉","AAPL":"苹果","AA":"美国铝业","09086":"华夏纳指-U"},"source_url":"http://www.zhitongcaijing.com/content/detail/334369.html","is_english":false,"share_image_url":"https://static.laohu8.com/e9f99090a1c2ed51c021029395664489","article_id":"2064589572","content_text":"最近几周美股市场的上涨趋势引发热议,一时间对特斯拉(TSLA.US)、苹果(AAPL.US)、Salesforce(CRM.US)和亚马逊(AMZN.US)等大型科技股最近暴涨的原因更是众说纷纭。有分析师表示这其实是由华尔街之间竞相做空伽马(Gamma)所造成。智通财经APP获悉,野村证券跨资产宏观策略部董事总经理查理·麦克埃利戈特(Charlie McElligott)称近日交易员们正疯狂追逐美国股市的“伽马崩盘”(Gamma crash up),这已经成为一个“经典的反馈循环”。据悉,伽马是一种衡量期权对标的股票走势敏感程度变化的指标,可以衡量期权价格与期货价格变化幅度之比。麦克埃利戈特解释道,在这种伽马压制的背景下,看涨期权价格的飙升会导致更多相关股票的买入,看涨期权价格继续攀升,更多的看涨期权受到挤压,甚至更多的对冲Delta和买入标的,最终蔓延到越来越多的市场,如此循环,直到出现大规模的市场崩盘。对冲伽马已成为市场上最重要的流向,这在如特斯拉这类股价暴涨的股票中可见一斑。但这导致恐慌指数VIX自2000年3月网络泡沫破灭以来达到历史最高。历史会重演吗?有媒体周二(9月1日)称,Facebook(FB.US)和Salesforce等股票的看涨期权需求旺盛,使得华尔街的衍生品交易商大幅做空伽马。随着股价上涨,交易商需要买入更多的股票来对冲风险。IPS Strategic Capital首席交易员帕特•亨尼斯(Pat Hennessy)称,由于大量的看涨期权合约尚未到期,而其中一些个股流动性相对不足,这些交易商不得不转向标普500指数和纳斯达克100指数等指数。为了对冲,交易商也一直在买入这些基准指数的隐含波动率。麦克埃利戈特对此表示,在过去一个月里,一个大手笔的溢价买家以超十亿美元的价格买入包括亚马逊、Facebook、Salesforce和Netflix(NFLX.US)等大型科技股的看涨期权,花费高达200多亿美元,致使交易量猛增38%。财经博客The Bear Traps Report的一位投资组合经理写道,苹果周一收盘价在129美元附近,而投机性看涨期权的成本却对买方非常不利,周一美股交易时一定有人联系到了巴菲特,因为他可以在卖出苹果看涨期权上大赚一笔。这一点可以从下图中看出,苹果周二(9月1日)收涨3.98%,报134.18美元。华尔街做空伽马到了什么程度?为了回答这个问题,这位投资组合经理展示了一张图,图中显示苹果看涨期权在过去一周内的惊人走势。他表示,仅在过去一周内,苹果价外看涨期权的隐含波动率已经上升到与价外看跌期权的隐含波动率相当。如果做市商自己卖出看涨期权,就必须通过买入标的股票来进行对冲。在较高的隐含波动率水平下买入更多的看涨期权,意味着交易商需要买入更多苹果的股票。综合起来,市场的兴奋、自由期权交易以及最重要的因素,即小部分做市商共同引发了美股市场的火爆。该投资组合经理表示,少数大型对冲基金明白这一点,并火上浇油,将隐含指数越推越高,并进一步给花旗和高盛等银行施加压力。在这一过程中,助推了苹果和特斯拉的暴涨。他总结道,当美股市场上大部分股票都在逐渐走低时,几个大的对冲基金和银行之间展开了激烈的战斗,做空伽马愈演愈烈。由于对冲基金和券商之间展开的史诗级战斗已经进入尾声,或许周三特斯拉和苹果股票的回落会是一场前所未有的伽马崩盘的开始。抛开苹果和特斯拉,这对大盘意味着什么?作为一个市场领先指标,隐含波动率又在反常地上升。该投资组合经理指出,投资者必须在未来几天关注这些股票的隐含波动率。当隐含波动率在大型股票上大增时,它可以成为该股的领先指标。隐含波动率下降时,交易商可以通过卖出标的来减少一些对冲。当像特斯拉这种暴涨的股价开始回调时,会先发生在快钱期权中,然后才是慢钱股票。在接下来的几天里,隐含波动率可能会是一个惊人的领先指标。","news_type":1},"isVote":1,"tweetType":1,"viewCount":191,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"EN","totalScore":0},{"id":979855584,"gmtCreate":1598109168548,"gmtModify":1705057124078,"author":{"id":"3455229807167654","authorId":"3455229807167654","name":"Modi","avatar":"https://community-static.tradeup.com/news/5269398163df43879cf56bf3bc9b159b","crmLevel":2,"crmLevelSwitch":0,"followedFlag":false},"themes":[],"htmlText":"??","listText":"??","text":"??","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":1,"commentSize":0,"repostSize":0,"link":"https://ttm.financial/post/979855584","repostId":"1115498834","repostType":2,"isVote":1,"tweetType":1,"viewCount":240,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"EN","totalScore":0},{"id":948596119,"gmtCreate":1595414465431,"gmtModify":1705048480637,"author":{"id":"3455229807167654","authorId":"3455229807167654","name":"Modi","avatar":"https://community-static.tradeup.com/news/5269398163df43879cf56bf3bc9b159b","crmLevel":2,"crmLevelSwitch":0,"followedFlag":false},"themes":[],"htmlText":"$hmy ","listText":"$hmy ","text":"$hmy","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":0,"commentSize":2,"repostSize":0,"link":"https://ttm.financial/post/948596119","repostId":"1173675716","repostType":2,"isVote":1,"tweetType":1,"viewCount":138,"authorTweetTopStatus":1,"verified":2,"comments":[{"author":{"id":"3554831565645685","authorId":"3554831565645685","name":"祖依游柚_","avatar":"https://static.tigerbbs.com/787feb45d377af60f7bccf54b28fd6d7","crmLevel":1,"crmLevelSwitch":0},"content":"Teacher Dali, Zhuge roasted fish, What a miracle!","text":"Teacher Dali, Zhuge roasted fish, What a miracle!","html":"Teacher Dali, Zhuge roasted fish, What a miracle!"}],"imageCount":0,"langContent":"EN","totalScore":0},{"id":940361533,"gmtCreate":1593684599822,"gmtModify":1705042742795,"author":{"id":"3455229807167654","authorId":"3455229807167654","name":"Modi","avatar":"https://community-static.tradeup.com/news/5269398163df43879cf56bf3bc9b159b","crmLevel":2,"crmLevelSwitch":0,"followedFlag":false},"themes":[],"htmlText":"1299","listText":"1299","text":"1299","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":2,"commentSize":2,"repostSize":0,"link":"https://ttm.financial/post/940361533","repostId":"957626708","repostType":1,"repost":{"id":957626708,"gmtCreate":1593432318990,"gmtModify":1705041870272,"author":{"id":"3514329116425907","authorId":"3514329116425907","name":"小虎AV","avatar":"https://static.tigerbbs.com/91101bd3142b32495c3131036d5f8afa","crmLevel":1,"crmLevelSwitch":0,"followedFlag":false},"themes":[],"title":"【懸賞300虎幣】Q2交付在即,特斯拉週四收盤價多少?","htmlText":"<a target=\"_blank\" href=\"https://laohu8.com/S/TSLA\">$特斯拉(TSLA)$</a> 的股價今年已上漲129%,最近已經突破了1,000美元,一躍成爲了全球最貴的汽車公司。特斯拉的股價今年已經漲了一倍多,投行表示,特斯拉的股價已經脫離了基本面,摩根士丹利和高盛均下調了評級,這兩家投行都稱,特斯拉估值過高。 而最近特斯拉又曝出了品控負面,特斯拉內部郵件顯示,特斯拉早期車型Model S電池組存在嚴重設計問題,容易導致冷卻液泄露從而引發火災。 屋漏偏逢連夜雨,根據JD Power最新發布的全球新車質量年度研究,特斯拉在美國銷量最高的32個汽車品牌中排名最後。 可以說特斯拉如今四面楚歌,正是需要一份好業績提振投資者信心的時候。衆所周知,特斯拉一般在季度結束後的幾天內報告季度交付量,如果依照上季度傳統,特斯拉極有可能在7月2日(週四)發佈交車報告。 特斯拉在第一季度交付了88,400輛汽車,這一業績被該公司稱爲“有史以來最好的”第一季度,僅略低於華爾街的預期。不過受疫情期間工廠關閉影響還有連續降價的“騷操作”,二季度的交付成績可能沒有那麼漂亮了,現在市場對特斯拉的交付預期已經下滑: 根據FactSet的調查顯示,分析師平均預期交付量爲67,000輛汽車,其中59,600輛爲Model 3,其餘則大致分爲Model S豪華轎車和Model X SUV。 Evercore ISI的分析師將其第二季度的銷售預期定在80,000至84,000臺之間,其中在中國的銷量抵消了北美預期的銷量下降以及在歐洲的銷量“急劇下降”。 德意志銀行的分析師預計將交付76,000輛汽車,其中60,000輛爲Model 3轎車。他們估計第二季度Y型汽車的產量在10,000到13,000輛之間,或大約每天300輛。 A醬懸賞300虎幣,大家來猜猜本週特斯拉收盤","listText":"<a target=\"_blank\" href=\"https://laohu8.com/S/TSLA\">$特斯拉(TSLA)$</a> 的股價今年已上漲129%,最近已經突破了1,000美元,一躍成爲了全球最貴的汽車公司。特斯拉的股價今年已經漲了一倍多,投行表示,特斯拉的股價已經脫離了基本面,摩根士丹利和高盛均下調了評級,這兩家投行都稱,特斯拉估值過高。 而最近特斯拉又曝出了品控負面,特斯拉內部郵件顯示,特斯拉早期車型Model S電池組存在嚴重設計問題,容易導致冷卻液泄露從而引發火災。 屋漏偏逢連夜雨,根據JD Power最新發布的全球新車質量年度研究,特斯拉在美國銷量最高的32個汽車品牌中排名最後。 可以說特斯拉如今四面楚歌,正是需要一份好業績提振投資者信心的時候。衆所周知,特斯拉一般在季度結束後的幾天內報告季度交付量,如果依照上季度傳統,特斯拉極有可能在7月2日(週四)發佈交車報告。 特斯拉在第一季度交付了88,400輛汽車,這一業績被該公司稱爲“有史以來最好的”第一季度,僅略低於華爾街的預期。不過受疫情期間工廠關閉影響還有連續降價的“騷操作”,二季度的交付成績可能沒有那麼漂亮了,現在市場對特斯拉的交付預期已經下滑: 根據FactSet的調查顯示,分析師平均預期交付量爲67,000輛汽車,其中59,600輛爲Model 3,其餘則大致分爲Model S豪華轎車和Model X SUV。 Evercore ISI的分析師將其第二季度的銷售預期定在80,000至84,000臺之間,其中在中國的銷量抵消了北美預期的銷量下降以及在歐洲的銷量“急劇下降”。 德意志銀行的分析師預計將交付76,000輛汽車,其中60,000輛爲Model 3轎車。他們估計第二季度Y型汽車的產量在10,000到13,000輛之間,或大約每天300輛。 A醬懸賞300虎幣,大家來猜猜本週特斯拉收盤","text":"$特斯拉(TSLA)$ 的股價今年已上漲129%,最近已經突破了1,000美元,一躍成爲了全球最貴的汽車公司。特斯拉的股價今年已經漲了一倍多,投行表示,特斯拉的股價已經脫離了基本面,摩根士丹利和高盛均下調了評級,這兩家投行都稱,特斯拉估值過高。 而最近特斯拉又曝出了品控負面,特斯拉內部郵件顯示,特斯拉早期車型Model S電池組存在嚴重設計問題,容易導致冷卻液泄露從而引發火災。 屋漏偏逢連夜雨,根據JD Power最新發布的全球新車質量年度研究,特斯拉在美國銷量最高的32個汽車品牌中排名最後。 可以說特斯拉如今四面楚歌,正是需要一份好業績提振投資者信心的時候。衆所周知,特斯拉一般在季度結束後的幾天內報告季度交付量,如果依照上季度傳統,特斯拉極有可能在7月2日(週四)發佈交車報告。 特斯拉在第一季度交付了88,400輛汽車,這一業績被該公司稱爲“有史以來最好的”第一季度,僅略低於華爾街的預期。不過受疫情期間工廠關閉影響還有連續降價的“騷操作”,二季度的交付成績可能沒有那麼漂亮了,現在市場對特斯拉的交付預期已經下滑: 根據FactSet的調查顯示,分析師平均預期交付量爲67,000輛汽車,其中59,600輛爲Model 3,其餘則大致分爲Model S豪華轎車和Model X SUV。 Evercore ISI的分析師將其第二季度的銷售預期定在80,000至84,000臺之間,其中在中國的銷量抵消了北美預期的銷量下降以及在歐洲的銷量“急劇下降”。 德意志銀行的分析師預計將交付76,000輛汽車,其中60,000輛爲Model 3轎車。他們估計第二季度Y型汽車的產量在10,000到13,000輛之間,或大約每天300輛。 A醬懸賞300虎幣,大家來猜猜本週特斯拉收盤","images":[{"img":"https://static.tigerbbs.com/b52bf01bfbae005aef0d5ecaf63025a3","width":"1080","height":"2248"},{"img":"https://static.tigerbbs.com/0fe43622f44b34fd423071d282af43fb","width":"839","height":"469"},{"img":"https://static.tigerbbs.com/69459620344b7e5c2329474c39142c28","width":"420","height":"177"}],"top":1,"highlighted":2,"essential":2,"paper":2,"likeSize":0,"commentSize":0,"repostSize":0,"link":"https://ttm.financial/post/957626708","isVote":2,"tweetType":1,"viewCount":0,"authorTweetTopStatus":1,"verified":2,"vote":{"id":914,"gmtBegin":1593432668606,"gmtEnd":1593951037079,"type":1,"upper":1,"title":"特斯拉本週波動?","choices":[{"id":3585,"sort":1,"name":"上漲5%~10%","userSize":181,"voted":false},{"id":3586,"sort":2,"name":"上漲5%以內","userSize":40,"voted":false},{"id":3587,"sort":3,"name":"下跌5%以內","userSize":30,"voted":false},{"id":3588,"sort":4,"name":"下跌5~10%","userSize":41,"voted":false}]},"comments":[],"imageCount":3,"langContent":"CN","totalScore":0},"isVote":1,"tweetType":1,"viewCount":191,"authorTweetTopStatus":1,"verified":2,"comments":[{"author":{"id":"3455229807167654","authorId":"3455229807167654","name":"Modi","avatar":"https://community-static.tradeup.com/news/5269398163df43879cf56bf3bc9b159b","crmLevel":2,"crmLevelSwitch":0},"content":"The waves were sharp and fierce, and the next three days took a rest to meet the public on July 24: Q2, & nbsp; More fierce! ! !","text":"The waves were sharp and fierce, and the next three days took a rest to meet the public on July 24: Q2, & nbsp; More fierce! ! !","html":"The waves were sharp and fierce, and the next three days took a rest to meet the public on July 24: Q2, & nbsp; More fierce! ! !"}],"imageCount":0,"langContent":"EN","totalScore":0},{"id":957256557,"gmtCreate":1593473619079,"gmtModify":1705042004223,"author":{"id":"3455229807167654","authorId":"3455229807167654","name":"Modi","avatar":"https://community-static.tradeup.com/news/5269398163df43879cf56bf3bc9b159b","crmLevel":2,"crmLevelSwitch":0,"followedFlag":false},"themes":[],"htmlText":"??","listText":"??","text":"??","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":1,"commentSize":0,"repostSize":0,"link":"https://ttm.financial/post/957256557","repostId":"2047645811","repostType":2,"repost":{"id":"2047645811","pubTimestamp":1593392149,"share":"https://www.laohu8.com/m/news/2047645811?lang=&edition=full","pubTime":"2020-06-29 08:55","market":"us","language":"zh","title":"为了财报,第二季度末特斯拉又出了哪些怪招儿","url":"https://stock-news.laohu8.com/highlight/detail?id=2047645811","media":"雪球综合","summary":"原标题:为了财报,第二季度末特斯拉又出了哪些怪招儿 来源:雪球综合每到季度末,特斯拉都会大招儿猛发来冲交付、刷财报,这个季度也不例外,马斯克同样以内部信的方式吹响了最后的冲锋号角!和以往那样停掉生产线","content":"<html><body><p>原标题:为了财报,第二季度末<a href=\"https://laohu8.com/S/TSLA\">特斯拉</a>又出了哪些怪招儿 来源:雪球综合</p><div><img src=\"http://k.sinaimg.cn/n/spider2020629/375/w752h423/20200629/ba4f-ivrxcex1534069.jpg/w720fin.jpg\"/></div><p>每到季度末,特斯拉都会大招儿猛发来冲交付、刷财报,这个季度也不例外,马斯克同样以内部信的方式吹响了最后的冲锋号角!和以往那样停掉生产线、全员做交付的极端做法不同,登上市值第一宝座后特斯拉,这次使出了:威胁、降价、唤醒、上新、画饼五连招儿。</p><p>一、威胁</p><p>临近季度末时,马斯克发推“威胁”全球用户:7月1日后完全自动驾驶能力(FSD)涨价1000美元,大家抓紧去买呀!于是,在车主群里,真的就有不少人动了心!</p><p>卖软件比卖汽车更简单、更赚钱啊!用FSD来分摊卖车压力,真是一个好办法!不过,不这样也不行啊,受疫情影响,美国超级工厂在第二季度停工了很久,真的是没车可卖呀!</p><div><img src=\"http://k.sinaimg.cn/n/spider2020629/516/w752h564/20200629/fb1e-ivrxcex1534068.jpg/w720fin.jpg\"/></div><p>二、降价</p><p>几乎在发布FSD即将涨价的同时,特斯拉还放出了基础辅助驾驶(BAP)、增强辅助驾驶(EAP)降价的好消息,1000美元的降价还真的很有诱惑力!</p><p>6月24日,@不看车 也收到了特斯拉的邮件,原价27800元的BAP降到了18500元。真的有心的感觉。</p><div><img src=\"http://k.sinaimg.cn/n/spider2020629/516/w752h564/20200629/b1b2-ivrxcex1534096.jpg/w720fin.jpg\"/></div><p>三、唤醒</p><p>据<a href=\"https://laohu8.com/S/WB\">微博</a>网友分享的消息,除了推送BAP降价的消息给老车主外,特斯拉还就长续航全驱版Model 3可以付费将提速从4.6秒提升至4.1秒也推送了一波,这个功能升级的价格为14100元。用0.04-0.06元的短信换取14100元转化的可能,这种营销还是很划算的,如果用车机系统推送,那成本就更低了。</p><p>四、上新</p><p>除了在国内电商平台开售各种周边外,特斯拉在美国也上新了售价1200美元的Model Y拖曳套件和售价800美元的Model 3碳纤维扰流板。肯定有喜欢越野与改装的朋友,会在第一时间入手。</p><div><img src=\"http://k.sinaimg.cn/n/spider2020629/425/w752h473/20200629/b718-ivrxcex1534095.jpg/w720fin.jpg\"/></div><div><img src=\"http://k.sinaimg.cn/n/spider20200629/289/w752h337/20200629/5303-ivrxcex1535598.jpg/w720fin.jpg\"/></div><p>五、画饼</p><p>特斯拉的成绩单里,除了生产、交付与营收外,市值情况也是一项很重要的内容。这不,他们又把Semi拉出来送货了。有人说,不管是从盈利看还是从环保看,Semi都会是特斯拉最重要的产品。因此,尽管Semi尚未量产,特斯拉总会在关键的时间节点把它拉出来跑几圈,振奋一下市场对特斯拉的信心。</p><div><img src=\"http://k.sinaimg.cn/n/spider20200629/322/w752h370/20200629/0a2a-ivrxcex1535674.jpg/w720fin.jpg\"/></div><p>有人说,特斯拉根本不是其他造车企业能比的,因为它们手里能打的牌太多了,抛开SpaceX、脑机公司等兄弟公司的弹药,光特斯拉自己的牌就远远超出了大家的想象。随着Model S的402英里EPA续航官方认证、电池日的即将召开,一个个好消息的传来,相信大家对特斯拉的看好会进一步得到拉升!</p><p>期待早日看到更精彩的季末连招儿!</p></body></html>","source":"sina_symbol","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>为了财报,第二季度末特斯拉又出了哪些怪招儿</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为了财报,第二季度末特斯拉又出了哪些怪招儿\n</h2>\n\n<h4 class=\"meta\">\n\n\n2020-06-29 08:55 北京时间 <a href=http://cj.sina.cn/article/normal_detail?url=https://finance.sina.com.cn/stock/relnews/us/2020-06-29/doc-iirczymk9467841.shtml><strong>雪球综合</strong></a>\n\n\n</h4>\n\n</header>\n<article>\n<div>\n<p>原标题:为了财报,第二季度末特斯拉又出了哪些怪招儿 来源:雪球综合每到季度末,特斯拉都会大招儿猛发来冲交付、刷财报,这个季度也不例外,马斯克同样以内部信的方式吹响了最后的冲锋号角!和以往那样停掉生产线、全员做交付的极端做法不同,登上市值第一宝座后特斯拉,这次使出了:威胁、降价、唤醒、上新、画饼五连招儿。一、威胁临近季度末时,马斯克发推“威胁”全球用户:7月1日后完全自动驾驶能力(FSD)涨价...</p>\n\n<a href=\"http://cj.sina.cn/article/normal_detail?url=https://finance.sina.com.cn/stock/relnews/us/2020-06-29/doc-iirczymk9467841.shtml\">Web Link</a>\n\n</div>\n\n\n</article>\n</div>\n</body>\n</html>\n","type":0,"thumbnail":"https://static.tigerbbs.com/3e707b08b9b2e46de2e172fbe3a489c3","relate_stocks":{"TSLA":"特斯拉"},"source_url":"http://cj.sina.cn/article/normal_detail?url=https://finance.sina.com.cn/stock/relnews/us/2020-06-29/doc-iirczymk9467841.shtml","is_english":false,"share_image_url":"https://static.laohu8.com/e9f99090a1c2ed51c021029395664489","article_id":"2047645811","content_text":"原标题:为了财报,第二季度末特斯拉又出了哪些怪招儿 来源:雪球综合每到季度末,特斯拉都会大招儿猛发来冲交付、刷财报,这个季度也不例外,马斯克同样以内部信的方式吹响了最后的冲锋号角!和以往那样停掉生产线、全员做交付的极端做法不同,登上市值第一宝座后特斯拉,这次使出了:威胁、降价、唤醒、上新、画饼五连招儿。一、威胁临近季度末时,马斯克发推“威胁”全球用户:7月1日后完全自动驾驶能力(FSD)涨价1000美元,大家抓紧去买呀!于是,在车主群里,真的就有不少人动了心!卖软件比卖汽车更简单、更赚钱啊!用FSD来分摊卖车压力,真是一个好办法!不过,不这样也不行啊,受疫情影响,美国超级工厂在第二季度停工了很久,真的是没车可卖呀!二、降价几乎在发布FSD即将涨价的同时,特斯拉还放出了基础辅助驾驶(BAP)、增强辅助驾驶(EAP)降价的好消息,1000美元的降价还真的很有诱惑力!6月24日,@不看车 也收到了特斯拉的邮件,原价27800元的BAP降到了18500元。真的有心的感觉。三、唤醒据微博网友分享的消息,除了推送BAP降价的消息给老车主外,特斯拉还就长续航全驱版Model 3可以付费将提速从4.6秒提升至4.1秒也推送了一波,这个功能升级的价格为14100元。用0.04-0.06元的短信换取14100元转化的可能,这种营销还是很划算的,如果用车机系统推送,那成本就更低了。四、上新除了在国内电商平台开售各种周边外,特斯拉在美国也上新了售价1200美元的Model Y拖曳套件和售价800美元的Model 3碳纤维扰流板。肯定有喜欢越野与改装的朋友,会在第一时间入手。五、画饼特斯拉的成绩单里,除了生产、交付与营收外,市值情况也是一项很重要的内容。这不,他们又把Semi拉出来送货了。有人说,不管是从盈利看还是从环保看,Semi都会是特斯拉最重要的产品。因此,尽管Semi尚未量产,特斯拉总会在关键的时间节点把它拉出来跑几圈,振奋一下市场对特斯拉的信心。有人说,特斯拉根本不是其他造车企业能比的,因为它们手里能打的牌太多了,抛开SpaceX、脑机公司等兄弟公司的弹药,光特斯拉自己的牌就远远超出了大家的想象。随着Model S的402英里EPA续航官方认证、电池日的即将召开,一个个好消息的传来,相信大家对特斯拉的看好会进一步得到拉升!期待早日看到更精彩的季末连招儿!","news_type":1},"isVote":1,"tweetType":1,"viewCount":30,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"EN","totalScore":0},{"id":951507117,"gmtCreate":1590931937139,"gmtModify":1705313687598,"author":{"id":"3455229807167654","authorId":"3455229807167654","name":"Modi","avatar":"https://community-static.tradeup.com/news/5269398163df43879cf56bf3bc9b159b","crmLevel":2,"crmLevelSwitch":0,"followedFlag":false},"themes":[],"htmlText":"925, 1001","listText":"925, 1001","text":"925, 1001","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":1,"commentSize":0,"repostSize":0,"link":"https://ttm.financial/post/951507117","repostId":"2039278231","repostType":2,"repost":{"id":"2039278231","pubTimestamp":1590913167,"share":"https://www.laohu8.com/m/news/2039278231?lang=&edition=full","pubTime":"2020-05-31 16:19","market":"us","language":"zh","title":"高盛分析师维持特斯拉股票买入评级 目标价上调至925美元","url":"https://stock-news.laohu8.com/highlight/detail?id=2039278231","media":"TechWeb","summary":"原标题:高盛分析师维持特斯拉股票买入评级 目标价上调至925美元 来源:TechWeb.com.cn【TechWeb】5月31日消息,据国外媒体报道,随着特斯拉在美国的两大工厂相继恢复正常运营,分析师","content":"<html><body><p>原标题:<a href=\"https://laohu8.com/S/GS\">高盛</a>分析师维持<a href=\"https://laohu8.com/S/TSLA\">特斯拉</a>股票买入评级 目标价上调至925美元 来源:TechWeb.com.cn</p><p>【TechWeb】5月31日消息,据国外媒体报道,随着特斯拉在美国的两大工厂相继恢复正常运营,分析师也看好特斯拉未来的业绩预期,已有多位分析师上调了特斯拉股票的目标价。</p><div><img src=\"http://k.sinaimg.cn/n/spider2020531/33/w500h333/20200531/7dcf-iumkapv6710998.jpg/w720fin.jpg\"/></div><p>新上调特斯拉股票目标价的,是高盛的分析师马克·德莱尼(Mark Delaney),他维持对特斯拉股票的买入评级,将特斯拉股票的目标价,由之前的864美元上调到了925美元。</p><p>在当地时间周五美国股市收盘时,特斯拉股价为835美元,马克·德莱尼给出的925美元的目标价,较之是高出了90美元,这也就意味着在他看来,特斯拉股票还有超过10%的上涨空间。</p><p>马克·德莱尼并不是唯一一位看好特斯拉未来表现的分析师,JMP证券分析师约瑟夫·奥沙(Joseph Osha)也维持对特斯拉股票的买入评级,他给出的1001美元的目标价,在目前分析师所给出的特斯拉目标价中,是最高的。</p><p>分析师们上调特斯拉股票的目标价,主要还是因为弗里蒙特电动汽车组装工厂与内华达州的超级电池工厂,在停产近两个多月之后,已在恢复正常运营,电动汽车的生产也在逐渐恢复,特斯拉也已多次缩短美国市场电动汽车的预计交付时间,特斯拉的业绩也将逐步恢复,但二季度还是受到影响。</p></body></html>","source":"sina_symbol","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>高盛分析师维持特斯拉股票买入评级 目标价上调至925美元</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高盛分析师维持特斯拉股票买入评级 目标价上调至925美元\n</h2>\n\n<h4 class=\"meta\">\n\n\n2020-05-31 16:19 北京时间 <a href=http://cj.sina.cn/article/normal_detail?url=https://finance.sina.com.cn/roll/2020-05-31/doc-iircuyvi5984178.shtml><strong>TechWeb</strong></a>\n\n\n</h4>\n\n</header>\n<article>\n<div>\n<p>原标题:高盛分析师维持特斯拉股票买入评级 目标价上调至925美元 来源:TechWeb.com.cn【TechWeb】5月31日消息,据国外媒体报道,随着特斯拉在美国的两大工厂相继恢复正常运营,分析师也看好特斯拉未来的业绩预期,已有多位分析师上调了特斯拉股票的目标价。新上调特斯拉股票目标价的,是高盛的分析师马克·德莱尼(Mark Delaney),他维持对特斯拉股票的买入评级,将特斯拉股票的目标价...</p>\n\n<a href=\"http://cj.sina.cn/article/normal_detail?url=https://finance.sina.com.cn/roll/2020-05-31/doc-iircuyvi5984178.shtml\">Web Link</a>\n\n</div>\n\n\n</article>\n</div>\n</body>\n</html>\n","type":0,"thumbnail":"https://static.tigerbbs.com/8e87285f5f61644eaba65898e6ccf2bf","relate_stocks":{"TSLA":"特斯拉"},"source_url":"http://cj.sina.cn/article/normal_detail?url=https://finance.sina.com.cn/roll/2020-05-31/doc-iircuyvi5984178.shtml","is_english":false,"share_image_url":"https://static.laohu8.com/e9f99090a1c2ed51c021029395664489","article_id":"2039278231","content_text":"原标题:高盛分析师维持特斯拉股票买入评级 目标价上调至925美元 来源:TechWeb.com.cn【TechWeb】5月31日消息,据国外媒体报道,随着特斯拉在美国的两大工厂相继恢复正常运营,分析师也看好特斯拉未来的业绩预期,已有多位分析师上调了特斯拉股票的目标价。新上调特斯拉股票目标价的,是高盛的分析师马克·德莱尼(Mark Delaney),他维持对特斯拉股票的买入评级,将特斯拉股票的目标价,由之前的864美元上调到了925美元。在当地时间周五美国股市收盘时,特斯拉股价为835美元,马克·德莱尼给出的925美元的目标价,较之是高出了90美元,这也就意味着在他看来,特斯拉股票还有超过10%的上涨空间。马克·德莱尼并不是唯一一位看好特斯拉未来表现的分析师,JMP证券分析师约瑟夫·奥沙(Joseph Osha)也维持对特斯拉股票的买入评级,他给出的1001美元的目标价,在目前分析师所给出的特斯拉目标价中,是最高的。分析师们上调特斯拉股票的目标价,主要还是因为弗里蒙特电动汽车组装工厂与内华达州的超级电池工厂,在停产近两个多月之后,已在恢复正常运营,电动汽车的生产也在逐渐恢复,特斯拉也已多次缩短美国市场电动汽车的预计交付时间,特斯拉的业绩也将逐步恢复,但二季度还是受到影响。","news_type":1},"isVote":1,"tweetType":1,"viewCount":36,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"EN","totalScore":0},{"id":924950812,"gmtCreate":1588192113536,"gmtModify":1705306525171,"author":{"id":"3455229807167654","authorId":"3455229807167654","name":"Modi","avatar":"https://community-static.tradeup.com/news/5269398163df43879cf56bf3bc9b159b","crmLevel":2,"crmLevelSwitch":0,"followedFlag":false},"themes":[],"htmlText":"<a target=\"_blank\" href=\"https://laohu8.com/S/TSLA\">$特斯拉(TSLA)$</a> 880 - 920 - 960","listText":"<a target=\"_blank\" href=\"https://laohu8.com/S/TSLA\">$特斯拉(TSLA)$</a> 880 - 920 - 960","text":"$特斯拉(TSLA)$ 880 - 920 - 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https://youtu.be/Ucp0TTmvqOEhttps://youtu.be/Ucp0TTmvqOE","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":0,"commentSize":0,"repostSize":0,"link":"https://ttm.financial/post/928828213","isVote":1,"tweetType":1,"viewCount":79,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"EN","totalScore":0},{"id":928333877,"gmtCreate":1586448327299,"gmtModify":1705301359859,"author":{"id":"3455229807167654","authorId":"3455229807167654","name":"Modi","avatar":"https://community-static.tradeup.com/news/5269398163df43879cf56bf3bc9b159b","crmLevel":2,"crmLevelSwitch":0,"followedFlag":false},"themes":[],"htmlText":"<a target=\"_blank\" href=\"https://laohu8.com/S/TSLA\">$特斯拉(TSLA)$</a>600, 676","listText":"<a target=\"_blank\" href=\"https://laohu8.com/S/TSLA\">$特斯拉(TSLA)$</a>600, 676","text":"$特斯拉(TSLA)$600, 676","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":2,"commentSize":0,"repostSize":0,"link":"https://ttm.financial/post/928333877","isVote":1,"tweetType":1,"viewCount":78,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"EN","totalScore":0}],"hots":[{"id":325665061,"gmtCreate":1615895512553,"gmtModify":1704788075808,"author":{"id":"3455229807167654","authorId":"3455229807167654","name":"Modi","avatar":"https://community-static.tradeup.com/news/5269398163df43879cf56bf3bc9b159b","crmLevel":2,"crmLevelSwitch":0,"followedFlag":false},"themes":[],"htmlText":"Non-auto pilot system ","listText":"Non-auto pilot system ","text":"Non-auto pilot system","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":6,"commentSize":2,"repostSize":0,"link":"https://ttm.financial/post/325665061","repostId":"1150679973","repostType":2,"isVote":1,"tweetType":1,"viewCount":331,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"EN","totalScore":0},{"id":338851762,"gmtCreate":1609871027356,"gmtModify":1704980588138,"author":{"id":"3455229807167654","authorId":"3455229807167654","name":"Modi","avatar":"https://community-static.tradeup.com/news/5269398163df43879cf56bf3bc9b159b","crmLevel":2,"crmLevelSwitch":0,"followedFlag":false},"themes":[],"htmlText":"go ahead !!!","listText":"go ahead !!!","text":"go ahead !!!","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":1,"commentSize":4,"repostSize":0,"link":"https://ttm.financial/post/338851762","repostId":"2101648460","repostType":2,"repost":{"id":"2101648460","pubTimestamp":1609861694,"share":"https://www.laohu8.com/m/news/2101648460?lang=&edition=full","pubTime":"2021-01-05 23:48","market":"us","language":"zh","title":"又一分析师加入到看空特斯拉行列,认为该股将腰斩","url":"https://stock-news.laohu8.com/highlight/detail?id=2101648460","media":"新浪财经","summary":"特斯拉目前上涨0.57%,盘初一度跌超1%;Exane BNP Paribas分析师Pearson将特斯拉评级从中性下调至弱于大盘,目标价为340美元,即下跌约50%;称特斯拉在电动汽车市场的份额能翻三倍的说法并不可信,Waymo、苹果和百度等科技巨头可能会与特斯拉展开竞争。","content":"<html><body><article><p><a href=\"https://laohu8.com/S/TSLA\">特斯拉</a>目前上涨0.57%,盘初一度跌超1%;Exane BNP Paribas分析师Pearson将特斯拉评级从中性下调至弱于大盘,目标价为340美元,即下跌约50%;称特斯拉在电动汽车市场的份额能翻三倍的说法并不可信,Waymo、<a href=\"https://laohu8.com/S/AAPL\">苹果</a>和<a href=\"https://laohu8.com/S/BIDU\">百度</a>等科技巨头可能会与特斯拉展开竞争。</p></article></body></html>","source":"tencent","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>又一分析师加入到看空特斯拉行列,认为该股将腰斩</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 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class=\"title\">\n又一分析师加入到看空特斯拉行列,认为该股将腰斩\n</h2>\n\n<h4 class=\"meta\">\n\n\n2021-01-05 23:48 北京时间 <a href=http://gu.qq.com/resources/shy/news/detail-v2/index.html#/?id=nesSN202101052348147b6977c3&s=b><strong>新浪财经</strong></a>\n\n\n</h4>\n\n</header>\n<article>\n<div>\n<p>特斯拉目前上涨0.57%,盘初一度跌超1%;Exane BNP Paribas分析师Pearson将特斯拉评级从中性下调至弱于大盘,目标价为340美元,即下跌约50%;称特斯拉在电动汽车市场的份额能翻三倍的说法并不可信,Waymo、苹果和百度等科技巨头可能会与特斯拉展开竞争。</p>\n\n<a href=\"http://gu.qq.com/resources/shy/news/detail-v2/index.html#/?id=nesSN202101052348147b6977c3&s=b\">Web Link</a>\n\n</div>\n\n\n</article>\n</div>\n</body>\n</html>\n","type":0,"thumbnail":"https://static.tigerbbs.com/b4edcd70007a48ee832e76f61e110854","relate_stocks":{"TSLA":"特斯拉"},"source_url":"http://gu.qq.com/resources/shy/news/detail-v2/index.html#/?id=nesSN202101052348147b6977c3&s=b","is_english":false,"share_image_url":"https://static.laohu8.com/9a95c1376e76363c1401fee7d3717173","article_id":"2101648460","content_text":"特斯拉目前上涨0.57%,盘初一度跌超1%;Exane BNP Paribas分析师Pearson将特斯拉评级从中性下调至弱于大盘,目标价为340美元,即下跌约50%;称特斯拉在电动汽车市场的份额能翻三倍的说法并不可信,Waymo、苹果和百度等科技巨头可能会与特斯拉展开竞争。","news_type":1},"isVote":1,"tweetType":1,"viewCount":217,"authorTweetTopStatus":1,"verified":2,"comments":[{"author":{"id":"3521353871016651","authorId":"3521353871016651","name":"顺盈","avatar":"https://static.laohu8.com/default-avatar.jpg","crmLevel":1,"crmLevelSwitch":0},"content":"There are Faba bears and Morgan bulls.","text":"There are Faba bears and Morgan bulls.","html":"There are Faba bears and Morgan bulls."}],"imageCount":0,"langContent":"EN","totalScore":0},{"id":924950812,"gmtCreate":1588192113536,"gmtModify":1705306525171,"author":{"id":"3455229807167654","authorId":"3455229807167654","name":"Modi","avatar":"https://community-static.tradeup.com/news/5269398163df43879cf56bf3bc9b159b","crmLevel":2,"crmLevelSwitch":0,"followedFlag":false},"themes":[],"htmlText":"<a target=\"_blank\" href=\"https://laohu8.com/S/TSLA\">$特斯拉(TSLA)$</a> 880 - 920 - 960","listText":"<a target=\"_blank\" href=\"https://laohu8.com/S/TSLA\">$特斯拉(TSLA)$</a> 880 - 920 - 960","text":"$特斯拉(TSLA)$ 880 - 920 - 960","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":7,"commentSize":1,"repostSize":0,"link":"https://ttm.financial/post/924950812","isVote":1,"tweetType":1,"viewCount":520,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"EN","totalScore":0},{"id":923685219,"gmtCreate":1585835591731,"gmtModify":1705299162289,"author":{"id":"3455229807167654","authorId":"3455229807167654","name":"Modi","avatar":"https://community-static.tradeup.com/news/5269398163df43879cf56bf3bc9b159b","crmLevel":2,"crmLevelSwitch":0,"followedFlag":false},"themes":[],"htmlText":"<a href=\"https://laohu8.com/S/BA\">$波音(BA)$</a>120-150","listText":"<a href=\"https://laohu8.com/S/BA\">$波音(BA)$</a>120-150","text":"$波音(BA)$120-150","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":5,"commentSize":2,"repostSize":0,"link":"https://ttm.financial/post/923685219","isVote":1,"tweetType":1,"viewCount":513,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"EN","totalScore":0},{"id":912505935,"gmtCreate":1580322953327,"gmtModify":1705423419809,"author":{"id":"3455229807167654","authorId":"3455229807167654","name":"Modi","avatar":"https://community-static.tradeup.com/news/5269398163df43879cf56bf3bc9b159b","crmLevel":2,"crmLevelSwitch":0,"followedFlag":false},"themes":[],"htmlText":"<a href=\"https://laohu8.com/S/TSLA\">$特斯拉(TSLA)$</a>582,594.5","listText":"<a href=\"https://laohu8.com/S/TSLA\">$特斯拉(TSLA)$</a>582,594.5","text":"$特斯拉(TSLA)$582,594.5","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":5,"commentSize":2,"repostSize":0,"link":"https://ttm.financial/post/912505935","isVote":1,"tweetType":1,"viewCount":402,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"EN","totalScore":0},{"id":330089877,"gmtCreate":1608434484799,"gmtModify":1704974784786,"author":{"id":"3455229807167654","authorId":"3455229807167654","name":"Modi","avatar":"https://community-static.tradeup.com/news/5269398163df43879cf56bf3bc9b159b","crmLevel":2,"crmLevelSwitch":0,"followedFlag":false},"themes":[],"htmlText":"???","listText":"???","text":"???","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":4,"commentSize":2,"repostSize":0,"link":"https://ttm.financial/post/330089877","repostId":"392406407","repostType":1,"repost":{"id":392406407,"gmtCreate":1607500659101,"gmtModify":1704970540165,"author":{"id":"3499642540046495","authorId":"3499642540046495","name":"房东经济学","avatar":"https://static.tigerbbs.com/edfaddbb1342d4bbb2d3ec62de517927","crmLevel":1,"crmLevelSwitch":0,"followedFlag":false},"themes":[],"title":"今年最火的一位女股神","htmlText":"本文來自公衆號:房東看世界今天我們聊聊一位最近很火的女股神,她的名字叫Catherine Wood,她是ARK Invest的CEO和基金經理人。如果要問今年美國市場上誰最風光,那肯定有她和她公司ARK的份,Wood現在已經成爲無數投資者眼中的女神。Catherine Wood爲什麼她能火?我們看一下她管理的產品表現就知道了。ARKK vs 納斯達克100 vs 標普500 2014年底至今各自累計漲幅上面這張圖中紫色線爲她管理的一隻規模最大的ARKK與納斯達克100(黑色線)以及標普500(黑色)的對比,從2014下半年登場至今,ARKK累計上漲了接近500%,碾壓基準標普500,甚至也讓作爲科技指數之王的納斯達克100相形見絀。ARKK連續三年都跑贏了基準,並且和其他ARK旗下的四個主動基金一同在今年迎來了大爆發。有人把她說成是“女版巴菲特”,但她的風格和巴菲特完全不一樣,巴菲特喜歡投資現金流穩定的成熟公司、而且更傾向於傳統行業,對科技股涉獵相對較少;Wood專做科技股,而且都是在足夠早的時間就瞄準那些有潛力的科技公司。在她的投資理念中,最重要的一個關鍵詞就是創新。Wood出生於1956年,換句話說她現在已經是個64歲的大媽了,但是她對於創新和新經濟的理解遠超絕大多數後輩,她抓住了特斯拉、Square、Zoom甚至是比特幣的機會。除了天賦以外,和她的個人經歷也分不開。她畢業於南加州大學金融經濟學專業,1977年開始在Capital Research公司任助理經濟師,之後她在1980年轉職Jennison Associates任首席經濟師。1998年她合夥成立對衝基金Tupelo Capital並任投資組合經理主理該基金的宏觀戰略。2001年,她轉到聯博資產管理任投資長,負責管理基金達50億美元的投資組合。2013年,她從聯博辭職創業,於2014年1月成立ARK Inve","listText":"本文來自公衆號:房東看世界今天我們聊聊一位最近很火的女股神,她的名字叫Catherine Wood,她是ARK Invest的CEO和基金經理人。如果要問今年美國市場上誰最風光,那肯定有她和她公司ARK的份,Wood現在已經成爲無數投資者眼中的女神。Catherine Wood爲什麼她能火?我們看一下她管理的產品表現就知道了。ARKK vs 納斯達克100 vs 標普500 2014年底至今各自累計漲幅上面這張圖中紫色線爲她管理的一隻規模最大的ARKK與納斯達克100(黑色線)以及標普500(黑色)的對比,從2014下半年登場至今,ARKK累計上漲了接近500%,碾壓基準標普500,甚至也讓作爲科技指數之王的納斯達克100相形見絀。ARKK連續三年都跑贏了基準,並且和其他ARK旗下的四個主動基金一同在今年迎來了大爆發。有人把她說成是“女版巴菲特”,但她的風格和巴菲特完全不一樣,巴菲特喜歡投資現金流穩定的成熟公司、而且更傾向於傳統行業,對科技股涉獵相對較少;Wood專做科技股,而且都是在足夠早的時間就瞄準那些有潛力的科技公司。在她的投資理念中,最重要的一個關鍵詞就是創新。Wood出生於1956年,換句話說她現在已經是個64歲的大媽了,但是她對於創新和新經濟的理解遠超絕大多數後輩,她抓住了特斯拉、Square、Zoom甚至是比特幣的機會。除了天賦以外,和她的個人經歷也分不開。她畢業於南加州大學金融經濟學專業,1977年開始在Capital Research公司任助理經濟師,之後她在1980年轉職Jennison Associates任首席經濟師。1998年她合夥成立對衝基金Tupelo Capital並任投資組合經理主理該基金的宏觀戰略。2001年,她轉到聯博資產管理任投資長,負責管理基金達50億美元的投資組合。2013年,她從聯博辭職創業,於2014年1月成立ARK Inve","text":"本文來自公衆號:房東看世界今天我們聊聊一位最近很火的女股神,她的名字叫Catherine Wood,她是ARK Invest的CEO和基金經理人。如果要問今年美國市場上誰最風光,那肯定有她和她公司ARK的份,Wood現在已經成爲無數投資者眼中的女神。Catherine Wood爲什麼她能火?我們看一下她管理的產品表現就知道了。ARKK vs 納斯達克100 vs 標普500 2014年底至今各自累計漲幅上面這張圖中紫色線爲她管理的一隻規模最大的ARKK與納斯達克100(黑色線)以及標普500(黑色)的對比,從2014下半年登場至今,ARKK累計上漲了接近500%,碾壓基準標普500,甚至也讓作爲科技指數之王的納斯達克100相形見絀。ARKK連續三年都跑贏了基準,並且和其他ARK旗下的四個主動基金一同在今年迎來了大爆發。有人把她說成是“女版巴菲特”,但她的風格和巴菲特完全不一樣,巴菲特喜歡投資現金流穩定的成熟公司、而且更傾向於傳統行業,對科技股涉獵相對較少;Wood專做科技股,而且都是在足夠早的時間就瞄準那些有潛力的科技公司。在她的投資理念中,最重要的一個關鍵詞就是創新。Wood出生於1956年,換句話說她現在已經是個64歲的大媽了,但是她對於創新和新經濟的理解遠超絕大多數後輩,她抓住了特斯拉、Square、Zoom甚至是比特幣的機會。除了天賦以外,和她的個人經歷也分不開。她畢業於南加州大學金融經濟學專業,1977年開始在Capital Research公司任助理經濟師,之後她在1980年轉職Jennison Associates任首席經濟師。1998年她合夥成立對衝基金Tupelo Capital並任投資組合經理主理該基金的宏觀戰略。2001年,她轉到聯博資產管理任投資長,負責管理基金達50億美元的投資組合。2013年,她從聯博辭職創業,於2014年1月成立ARK Inve","images":[{"img":"https://static.tigerbbs.com/97bb7924b5cdfce996be47d988193e0f","width":"660","height":"371"},{"img":"https://static.tigerbbs.com/f03fc602704168bd154f831a312d7d3d","width":"688","height":"305"},{"img":"https://static.tigerbbs.com/c48887879ceb2887aff33fade3bc425b","width":"688","height":"283"}],"top":1,"highlighted":2,"essential":2,"paper":2,"likeSize":0,"commentSize":0,"repostSize":0,"link":"https://ttm.financial/post/392406407","isVote":1,"tweetType":1,"viewCount":0,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":9,"langContent":"CN","totalScore":0},"isVote":1,"tweetType":1,"viewCount":275,"authorTweetTopStatus":1,"verified":2,"comments":[{"author":{"id":"3513743822381928","authorId":"3513743822381928","name":"天天天天涨停板","avatar":"https://static.tigerbbs.com/90d3bcdd2c49a8ec314d84d8d0f1b24e","crmLevel":5,"crmLevelSwitch":0},"content":"I also collected this article and wanted to learn to buy her fund [开心].","text":"I also collected this article and wanted to learn to buy her fund [开心].","html":"I also collected this article and wanted to learn to buy her fund [开心]."}],"imageCount":0,"langContent":"EN","totalScore":0},{"id":914239621,"gmtCreate":1581345368963,"gmtModify":1705425911288,"author":{"id":"3455229807167654","authorId":"3455229807167654","name":"Modi","avatar":"https://community-static.tradeup.com/news/5269398163df43879cf56bf3bc9b159b","crmLevel":2,"crmLevelSwitch":0,"followedFlag":false},"themes":[],"htmlText":"<a href=\"https://laohu8.com/S/TSLA\">$特斯拉(TSLA)$</a>850 or 15%","listText":"<a href=\"https://laohu8.com/S/TSLA\">$特斯拉(TSLA)$</a>850 or 15%","text":"$特斯拉(TSLA)$850 or 15%","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":8,"commentSize":0,"repostSize":0,"link":"https://ttm.financial/post/914239621","isVote":1,"tweetType":1,"viewCount":15,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"EN","totalScore":0},{"id":374291298,"gmtCreate":1619447175514,"gmtModify":1704724062593,"author":{"id":"3455229807167654","authorId":"3455229807167654","name":"Modi","avatar":"https://community-static.tradeup.com/news/5269398163df43879cf56bf3bc9b159b","crmLevel":2,"crmLevelSwitch":0,"followedFlag":false},"themes":[],"htmlText":"0.8 - 0.9 ","listText":"0.8 - 0.9 ","text":"0.8 - 0.9","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":1,"commentSize":3,"repostSize":0,"link":"https://ttm.financial/post/374291298","repostId":"2130312907","repostType":2,"repost":{"id":"2130312907","weMediaInfo":{"introduction":"Stock Market Quotes, Business News, Financial News, Trading Ideas, and Stock Research by Professionals","home_visible":0,"media_name":"Benzinga","id":"1052270027","head_image":"https://static.tigerbbs.com/d08bf7808052c0ca9deb4e944cae32aa"},"pubTimestamp":1619446545,"share":"https://www.laohu8.com/m/news/2130312907?lang=&edition=full","pubTime":"2021-04-26 22:15","market":"us","language":"en","title":"Tesla Earnings Report: Delivery Guidance Is The Number To Look For Says Analyst","url":"https://stock-news.laohu8.com/highlight/detail?id=2130312907","media":"Benzinga","summary":"Delivery guidance for 2021 will be the key number to watch for in the Tesla Inc (NASDAQ: TSLA) first-quarter earnings report, Wedbush Securities analyst Daniel Ives said Monday on CNBC's "Squawk Box."","content":"<html><body><p>Delivery guidance for 2021 will be the key number to watch for in the <strong>Tesla Inc</strong> (NASDAQ:TSLA) first-quarter earnings report, Wedbush Securities analyst Daniel Ives said Monday on CNBC's \"Squawk Box.\"</p>\n<p>Ives thinks Tesla might report guidance of close to 900,000 vehicles after the bell, he said.</p>\n<p>If Tesla announces a goal of around 900,000 deliveries for 2021, the analyst said it will be \"the next step in the stock going toward $1,000.\"</p>\n<p><strong>Earnings:</strong> Tesla is set to report earnings after the close Monday. Average analyst expectations see first-quarter earnings-per-share of $0.75, up from $0.25 a year earlier. Sales are expected to have grown 75% to $10.48 billion in the first quarter. </p>\n<p><em>Related Link: What to Expect From Tesla's Q1 Earnings Report On Monday</em></p>\n<p><strong>In The News:</strong> Tesla made headlines recently after <a href=\"https://laohu8.com/S/AONE\">one</a> of its vehicles in the U.S. crashed with no <a href=\"https://laohu8.com/S/AONE.U\">one</a> driving, and the company is currently under investigation for that fatal crash. Ives expects this to be addressed in the earnings report later today. </p>\n<p><em>See Also: Tesla CEO Elon Musk To Host 'Saturday Night Live' On May 8</em></p>\n<p><strong>Price Action: </strong>Tesla was up 0.87% at $735.75 at last check Monday morning.</p>\n<p><em>(Photo courtesy of Tesla)</em></p>\n</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>Tesla Earnings Report: Delivery Guidance Is The Number To Look For Says Analyst</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; }\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\">\nTesla Earnings Report: Delivery Guidance Is The Number To Look For Says Analyst\n</h2>\n\n<h4 class=\"meta\">\n\n\n<div class=\"head\" \">\n\n\n<div class=\"h-thumb\" style=\"background-image:url(https://static.tigerbbs.com/d08bf7808052c0ca9deb4e944cae32aa);background-size:cover;\"></div>\n\n<div class=\"h-content\">\n<p class=\"h-name\">Benzinga </p>\n<p class=\"h-time\">2021-04-26 22:15</p>\n</div>\n\n</div>\n\n\n</h4>\n\n</header>\n<article>\n<html><body><p>Delivery guidance for 2021 will be the key number to watch for in the <strong>Tesla Inc</strong> (NASDAQ:TSLA) first-quarter earnings report, Wedbush Securities analyst Daniel Ives said Monday on CNBC's \"Squawk Box.\"</p>\n<p>Ives thinks Tesla might report guidance of close to 900,000 vehicles after the bell, he said.</p>\n<p>If Tesla announces a goal of around 900,000 deliveries for 2021, the analyst said it will be \"the next step in the stock going toward $1,000.\"</p>\n<p><strong>Earnings:</strong> Tesla is set to report earnings after the close Monday. Average analyst expectations see first-quarter earnings-per-share of $0.75, up from $0.25 a year earlier. Sales are expected to have grown 75% to $10.48 billion in the first quarter. </p>\n<p><em>Related Link: What to Expect From Tesla's Q1 Earnings Report On Monday</em></p>\n<p><strong>In The News:</strong> Tesla made headlines recently after <a href=\"https://laohu8.com/S/AONE\">one</a> of its vehicles in the U.S. crashed with no <a href=\"https://laohu8.com/S/AONE.U\">one</a> driving, and the company is currently under investigation for that fatal crash. Ives expects this to be addressed in the earnings report later today. </p>\n<p><em>See Also: Tesla CEO Elon Musk To Host 'Saturday Night Live' On May 8</em></p>\n<p><strong>Price Action: </strong>Tesla was up 0.87% at $735.75 at last check Monday morning.</p>\n<p><em>(Photo courtesy of Tesla)</em></p>\n</body></html>\n\n</article>\n</div>\n</body>\n</html>\n","type":0,"thumbnail":"","relate_stocks":{"TSLA":"特斯拉"},"source_url":"https://www.benzinga.com/node/20790960","is_english":true,"share_image_url":"https://static.laohu8.com/e9f99090a1c2ed51c021029395664489","article_id":"2130312907","content_text":"Delivery guidance for 2021 will be the key number to watch for in the Tesla Inc (NASDAQ:TSLA) first-quarter earnings report, Wedbush Securities analyst Daniel Ives said Monday on CNBC's \"Squawk Box.\"\nIves thinks Tesla might report guidance of close to 900,000 vehicles after the bell, he said.\nIf Tesla announces a goal of around 900,000 deliveries for 2021, the analyst said it will be \"the next step in the stock going toward $1,000.\"\nEarnings: Tesla is set to report earnings after the close Monday. Average analyst expectations see first-quarter earnings-per-share of $0.75, up from $0.25 a year earlier. Sales are expected to have grown 75% to $10.48 billion in the first quarter. \nRelated Link: What to Expect From Tesla's Q1 Earnings Report On Monday\nIn The News: Tesla made headlines recently after one of its vehicles in the U.S. crashed with no one driving, and the company is currently under investigation for that fatal crash. Ives expects this to be addressed in the earnings report later today. \nSee Also: Tesla CEO Elon Musk To Host 'Saturday Night Live' On May 8\nPrice Action: Tesla was up 0.87% at $735.75 at last check Monday morning.\n(Photo courtesy of Tesla)","news_type":1},"isVote":1,"tweetType":1,"viewCount":394,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"EN","totalScore":0},{"id":974612357,"gmtCreate":1601037001279,"gmtModify":1705066271580,"author":{"id":"3455229807167654","authorId":"3455229807167654","name":"Modi","avatar":"https://community-static.tradeup.com/news/5269398163df43879cf56bf3bc9b159b","crmLevel":2,"crmLevelSwitch":0,"followedFlag":false},"themes":[],"htmlText":" 395、425、462、500","listText":" 395、425、462、500","text":"395、425、462、500","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":1,"commentSize":3,"repostSize":0,"link":"https://ttm.financial/post/974612357","repostId":"974618631","repostType":1,"repost":{"id":974618631,"gmtCreate":1601036519023,"gmtModify":1705066269802,"author":{"id":"3455229807167654","authorId":"3455229807167654","name":"Modi","avatar":"https://community-static.tradeup.com/news/5269398163df43879cf56bf3bc9b159b","crmLevel":2,"crmLevelSwitch":0,"followedFlag":false},"themes":[],"htmlText":"<a href=\"https://laohu8.com/S/TSLA\">$特斯拉(TSLA)$</a>走勢和前二波,似乎雷同?耐心持有吧!","listText":"<a href=\"https://laohu8.com/S/TSLA\">$特斯拉(TSLA)$</a>走勢和前二波,似乎雷同?耐心持有吧!","text":"$特斯拉(TSLA)$走勢和前二波,似乎雷同?耐心持有吧!","images":[{"img":"https://static.tigerbbs.com/cf0ef683653a65451ec4b9c1bfcbbe34","width":"1125","height":"1085"}],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":0,"commentSize":0,"repostSize":0,"link":"https://ttm.financial/post/974618631","isVote":1,"tweetType":1,"viewCount":0,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":1,"langContent":"CN","totalScore":0},"isVote":1,"tweetType":1,"viewCount":254,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"EN","totalScore":0},{"id":940361533,"gmtCreate":1593684599822,"gmtModify":1705042742795,"author":{"id":"3455229807167654","authorId":"3455229807167654","name":"Modi","avatar":"https://community-static.tradeup.com/news/5269398163df43879cf56bf3bc9b159b","crmLevel":2,"crmLevelSwitch":0,"followedFlag":false},"themes":[],"htmlText":"1299","listText":"1299","text":"1299","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":2,"commentSize":2,"repostSize":0,"link":"https://ttm.financial/post/940361533","repostId":"957626708","repostType":1,"repost":{"id":957626708,"gmtCreate":1593432318990,"gmtModify":1705041870272,"author":{"id":"3514329116425907","authorId":"3514329116425907","name":"小虎AV","avatar":"https://static.tigerbbs.com/91101bd3142b32495c3131036d5f8afa","crmLevel":1,"crmLevelSwitch":0,"followedFlag":false},"themes":[],"title":"【懸賞300虎幣】Q2交付在即,特斯拉週四收盤價多少?","htmlText":"<a target=\"_blank\" href=\"https://laohu8.com/S/TSLA\">$特斯拉(TSLA)$</a> 的股價今年已上漲129%,最近已經突破了1,000美元,一躍成爲了全球最貴的汽車公司。特斯拉的股價今年已經漲了一倍多,投行表示,特斯拉的股價已經脫離了基本面,摩根士丹利和高盛均下調了評級,這兩家投行都稱,特斯拉估值過高。 而最近特斯拉又曝出了品控負面,特斯拉內部郵件顯示,特斯拉早期車型Model S電池組存在嚴重設計問題,容易導致冷卻液泄露從而引發火災。 屋漏偏逢連夜雨,根據JD Power最新發布的全球新車質量年度研究,特斯拉在美國銷量最高的32個汽車品牌中排名最後。 可以說特斯拉如今四面楚歌,正是需要一份好業績提振投資者信心的時候。衆所周知,特斯拉一般在季度結束後的幾天內報告季度交付量,如果依照上季度傳統,特斯拉極有可能在7月2日(週四)發佈交車報告。 特斯拉在第一季度交付了88,400輛汽車,這一業績被該公司稱爲“有史以來最好的”第一季度,僅略低於華爾街的預期。不過受疫情期間工廠關閉影響還有連續降價的“騷操作”,二季度的交付成績可能沒有那麼漂亮了,現在市場對特斯拉的交付預期已經下滑: 根據FactSet的調查顯示,分析師平均預期交付量爲67,000輛汽車,其中59,600輛爲Model 3,其餘則大致分爲Model S豪華轎車和Model X SUV。 Evercore ISI的分析師將其第二季度的銷售預期定在80,000至84,000臺之間,其中在中國的銷量抵消了北美預期的銷量下降以及在歐洲的銷量“急劇下降”。 德意志銀行的分析師預計將交付76,000輛汽車,其中60,000輛爲Model 3轎車。他們估計第二季度Y型汽車的產量在10,000到13,000輛之間,或大約每天300輛。 A醬懸賞300虎幣,大家來猜猜本週特斯拉收盤","listText":"<a target=\"_blank\" href=\"https://laohu8.com/S/TSLA\">$特斯拉(TSLA)$</a> 的股價今年已上漲129%,最近已經突破了1,000美元,一躍成爲了全球最貴的汽車公司。特斯拉的股價今年已經漲了一倍多,投行表示,特斯拉的股價已經脫離了基本面,摩根士丹利和高盛均下調了評級,這兩家投行都稱,特斯拉估值過高。 而最近特斯拉又曝出了品控負面,特斯拉內部郵件顯示,特斯拉早期車型Model S電池組存在嚴重設計問題,容易導致冷卻液泄露從而引發火災。 屋漏偏逢連夜雨,根據JD Power最新發布的全球新車質量年度研究,特斯拉在美國銷量最高的32個汽車品牌中排名最後。 可以說特斯拉如今四面楚歌,正是需要一份好業績提振投資者信心的時候。衆所周知,特斯拉一般在季度結束後的幾天內報告季度交付量,如果依照上季度傳統,特斯拉極有可能在7月2日(週四)發佈交車報告。 特斯拉在第一季度交付了88,400輛汽車,這一業績被該公司稱爲“有史以來最好的”第一季度,僅略低於華爾街的預期。不過受疫情期間工廠關閉影響還有連續降價的“騷操作”,二季度的交付成績可能沒有那麼漂亮了,現在市場對特斯拉的交付預期已經下滑: 根據FactSet的調查顯示,分析師平均預期交付量爲67,000輛汽車,其中59,600輛爲Model 3,其餘則大致分爲Model S豪華轎車和Model X SUV。 Evercore ISI的分析師將其第二季度的銷售預期定在80,000至84,000臺之間,其中在中國的銷量抵消了北美預期的銷量下降以及在歐洲的銷量“急劇下降”。 德意志銀行的分析師預計將交付76,000輛汽車,其中60,000輛爲Model 3轎車。他們估計第二季度Y型汽車的產量在10,000到13,000輛之間,或大約每天300輛。 A醬懸賞300虎幣,大家來猜猜本週特斯拉收盤","text":"$特斯拉(TSLA)$ 的股價今年已上漲129%,最近已經突破了1,000美元,一躍成爲了全球最貴的汽車公司。特斯拉的股價今年已經漲了一倍多,投行表示,特斯拉的股價已經脫離了基本面,摩根士丹利和高盛均下調了評級,這兩家投行都稱,特斯拉估值過高。 而最近特斯拉又曝出了品控負面,特斯拉內部郵件顯示,特斯拉早期車型Model S電池組存在嚴重設計問題,容易導致冷卻液泄露從而引發火災。 屋漏偏逢連夜雨,根據JD Power最新發布的全球新車質量年度研究,特斯拉在美國銷量最高的32個汽車品牌中排名最後。 可以說特斯拉如今四面楚歌,正是需要一份好業績提振投資者信心的時候。衆所周知,特斯拉一般在季度結束後的幾天內報告季度交付量,如果依照上季度傳統,特斯拉極有可能在7月2日(週四)發佈交車報告。 特斯拉在第一季度交付了88,400輛汽車,這一業績被該公司稱爲“有史以來最好的”第一季度,僅略低於華爾街的預期。不過受疫情期間工廠關閉影響還有連續降價的“騷操作”,二季度的交付成績可能沒有那麼漂亮了,現在市場對特斯拉的交付預期已經下滑: 根據FactSet的調查顯示,分析師平均預期交付量爲67,000輛汽車,其中59,600輛爲Model 3,其餘則大致分爲Model S豪華轎車和Model X SUV。 Evercore ISI的分析師將其第二季度的銷售預期定在80,000至84,000臺之間,其中在中國的銷量抵消了北美預期的銷量下降以及在歐洲的銷量“急劇下降”。 德意志銀行的分析師預計將交付76,000輛汽車,其中60,000輛爲Model 3轎車。他們估計第二季度Y型汽車的產量在10,000到13,000輛之間,或大約每天300輛。 A醬懸賞300虎幣,大家來猜猜本週特斯拉收盤","images":[{"img":"https://static.tigerbbs.com/b52bf01bfbae005aef0d5ecaf63025a3","width":"1080","height":"2248"},{"img":"https://static.tigerbbs.com/0fe43622f44b34fd423071d282af43fb","width":"839","height":"469"},{"img":"https://static.tigerbbs.com/69459620344b7e5c2329474c39142c28","width":"420","height":"177"}],"top":1,"highlighted":2,"essential":2,"paper":2,"likeSize":0,"commentSize":0,"repostSize":0,"link":"https://ttm.financial/post/957626708","isVote":2,"tweetType":1,"viewCount":0,"authorTweetTopStatus":1,"verified":2,"vote":{"id":914,"gmtBegin":1593432668606,"gmtEnd":1593951037079,"type":1,"upper":1,"title":"特斯拉本週波動?","choices":[{"id":3585,"sort":1,"name":"上漲5%~10%","userSize":181,"voted":false},{"id":3586,"sort":2,"name":"上漲5%以內","userSize":40,"voted":false},{"id":3587,"sort":3,"name":"下跌5%以內","userSize":30,"voted":false},{"id":3588,"sort":4,"name":"下跌5~10%","userSize":41,"voted":false}]},"comments":[],"imageCount":3,"langContent":"CN","totalScore":0},"isVote":1,"tweetType":1,"viewCount":191,"authorTweetTopStatus":1,"verified":2,"comments":[{"author":{"id":"3455229807167654","authorId":"3455229807167654","name":"Modi","avatar":"https://community-static.tradeup.com/news/5269398163df43879cf56bf3bc9b159b","crmLevel":2,"crmLevelSwitch":0},"content":"The waves were sharp and fierce, and the next three days took a rest to meet the public on July 24: Q2, & nbsp; More fierce! ! !","text":"The waves were sharp and fierce, and the next three days took a rest to meet the public on July 24: Q2, & nbsp; More fierce! ! !","html":"The waves were sharp and fierce, and the next three days took a rest to meet the public on July 24: Q2, & nbsp; More fierce! ! !"}],"imageCount":0,"langContent":"EN","totalScore":0},{"id":926156166,"gmtCreate":1587042827455,"gmtModify":1705302819176,"author":{"id":"3455229807167654","authorId":"3455229807167654","name":"Modi","avatar":"https://community-static.tradeup.com/news/5269398163df43879cf56bf3bc9b159b","crmLevel":2,"crmLevelSwitch":0,"followedFlag":false},"themes":[],"htmlText":"<a target=\"_blank\" href=\"https://laohu8.com/S/TSLA\">$特斯拉(TSLA)$</a>765 - 795","listText":"<a target=\"_blank\" href=\"https://laohu8.com/S/TSLA\">$特斯拉(TSLA)$</a>765 - 795","text":"$特斯拉(TSLA)$765 - 795","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":2,"commentSize":2,"repostSize":0,"link":"https://ttm.financial/post/926156166","isVote":1,"tweetType":1,"viewCount":164,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"EN","totalScore":0},{"id":915240283,"gmtCreate":1580846136742,"gmtModify":1705424695409,"author":{"id":"3455229807167654","authorId":"3455229807167654","name":"Modi","avatar":"https://community-static.tradeup.com/news/5269398163df43879cf56bf3bc9b159b","crmLevel":2,"crmLevelSwitch":0,"followedFlag":false},"themes":[],"htmlText":"<a href=\"https://laohu8.com/S/TSLA\">$特斯拉(TSLA)$</a>950","listText":"<a href=\"https://laohu8.com/S/TSLA\">$特斯拉(TSLA)$</a>950","text":"$特斯拉(TSLA)$950","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":3,"commentSize":1,"repostSize":0,"link":"https://ttm.financial/post/915240283","isVote":1,"tweetType":1,"viewCount":26,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"EN","totalScore":0},{"id":912480736,"gmtCreate":1580395799225,"gmtModify":1705423596036,"author":{"id":"3455229807167654","authorId":"3455229807167654","name":"Modi","avatar":"https://community-static.tradeup.com/news/5269398163df43879cf56bf3bc9b159b","crmLevel":2,"crmLevelSwitch":0,"followedFlag":false},"themes":[],"htmlText":"<a href=\"https://laohu8.com/S/TSLA\">$特斯拉(TSLA)$</a>650","listText":"<a href=\"https://laohu8.com/S/TSLA\">$特斯拉(TSLA)$</a>650","text":"$特斯拉(TSLA)$650","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":3,"commentSize":1,"repostSize":0,"link":"https://ttm.financial/post/912480736","isVote":1,"tweetType":1,"viewCount":515,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"EN","totalScore":0},{"id":978980666,"gmtCreate":1599103224555,"gmtModify":1705060592511,"author":{"id":"3455229807167654","authorId":"3455229807167654","name":"Modi","avatar":"https://community-static.tradeup.com/news/5269398163df43879cf56bf3bc9b159b","crmLevel":2,"crmLevelSwitch":0,"followedFlag":false},"themes":[],"htmlText":"??","listText":"??","text":"??","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":0,"commentSize":0,"repostSize":1,"link":"https://ttm.financial/post/978980666","repostId":"2064589572","repostType":2,"repost":{"id":"2064589572","pubTimestamp":1599101731,"share":"https://www.laohu8.com/m/news/2064589572?lang=&edition=full","pubTime":"2020-09-03 10:55","market":"hk","language":"zh","title":"苹果(AAPL.US)、特斯拉(TSLA.US)股价暴涨的背后:华尔街陷入史诗级“交战”","url":"https://stock-news.laohu8.com/highlight/detail?id=2064589572","media":"智通财经","summary":"最近几周美股市场的上涨趋势引发热议,一时间对特斯拉(TSLA.US)、苹果(AAPL.US)、Salesforce(CRM.US)和亚马逊(AMZN.US)等大型科技股最近暴涨的原因更是众说纷纭。有分","content":"<html><body><p>最近几周美股市场的上涨趋势引发热议,一时间对<a href=\"https://laohu8.com/S/TSLA\">特斯拉</a>(TSLA.US)、<a href=\"https://laohu8.com/S/AAPL\">苹果</a>(AAPL.US)、<a href=\"https://laohu8.com/S/CRM\">Salesforce</a>(CRM.US)和<a href=\"https://laohu8.com/S/AMZN\">亚马逊</a>(AMZN.US)等大型科技股最近暴涨的原因更是众说纷纭。有分析师表示这其实是由华尔街之间竞相做空伽马(Gamma)所造成。</p><p>智通财经APP获悉,野村证券跨资产宏观策略部董事总经理查理·麦克埃利戈特(Charlie McElligott)称近日交易员们正疯狂追逐美国股市的“伽马崩盘”(Gamma crash up),这已经成为一个“经典的反馈循环”。</p><p>据悉,伽马是一种衡量期权对标的股票走势敏感程度变化的指标,可以衡量期权价格与期货价格变化幅度之比。</p><p>麦克埃利戈特解释道,在这种伽马压制的背景下,看涨期权价格的飙升会导致更多相关股票的买入,看涨期权价格继续攀升,更多的看涨期权受到挤压,甚至更多的对冲Delta和买入标的,最终蔓延到越来越多的市场,如此循环,直到出现大规模的市场崩盘。对冲伽马已成为市场上最重要的流向,这在如特斯拉这类股价暴涨的股票中可见一斑。</p><p>但这导致恐慌指数VIX自2000年3月网络泡沫破灭以来达到历史最高。</p><p><img src=\"https://img.zhitongcaijing.com/image/20200903/1599094858199775.png?x-oss-process=image/format,jpg/quality,Q_90\" title=\"1599094858199775.png\"/></p><p>历史会重演吗?</p><p>有媒体周二(9月1日)称,<a href=\"https://laohu8.com/S/FB\">Facebook</a>(FB.US)和Salesforce等股票的看涨期权需求旺盛,使得华尔街的衍生品交易商大幅做空伽马。</p><p>随着股价上涨,交易商需要买入更多的股票来对冲风险。IPS Strategic Capital首席交易员帕特•亨尼斯(Pat Hennessy)称,由于大量的看涨期权合约尚未到期,而其中一些个股流动性相对不足,这些交易商不得不转向标普500指数和纳斯达克100指数等指数。为了对冲,交易商也一直在买入这些基准指数的隐含波动率。</p><p>麦克埃利戈特对此表示,在过去一个月里,一个大手笔的溢价买家以超十亿美元的价格买入包括亚马逊、Facebook、Salesforce和Netflix(NFLX.US)等大型科技股的看涨期权,花费高达200多亿美元,致使交易量猛增38%。</p><p>财经博客The Bear Traps Report的一位投资组合经理写道,苹果周一收盘价在129美元附近,而投机性看涨期权的成本却对买方非常不利,周一美股交易时一定有人联系到了巴菲特,因为他可以在卖出苹果看涨期权上大赚一笔。</p><p>这一点可以从下图中看出,苹果周二(9月1日)收涨3.98%,报134.18美元。</p><p><img src=\"https://img.zhitongcaijing.com/image/20200903/1599094924936774.png?x-oss-process=image/format,jpg/quality,Q_90\" title=\"1599094924936774.png\"/></p><p>华尔街做空伽马到了什么程度?</p><p>为了回答这个问题,这位投资组合经理展示了一张图,图中显示苹果看涨期权在过去一周内的惊人走势。</p><p><img src=\"https://img.zhitongcaijing.com/image/20200903/1599095409253433.png?x-oss-process=image/format,jpg/quality,Q_90\" title=\"1599095409253433.png\"/></p><p>他表示,仅在过去一周内,苹果价外看涨期权的隐含波动率已经上升到与价外看跌期权的隐含波动率相当。如果做市商自己卖出看涨期权,就必须通过买入标的股票来进行对冲。在较高的隐含波动率水平下买入更多的看涨期权,意味着交易商需要买入更多苹果的股票。</p><p>综合起来,市场的兴奋、自由期权交易以及最重要的因素,即小部分做市商共同引发了美股市场的火爆。</p><p>该投资组合经理表示,少数大型对冲基金明白这一点,并火上浇油,将隐含指数越推越高,并进一步给<a href=\"https://laohu8.com/S/C\">花旗</a>和<a href=\"https://laohu8.com/S/GS\">高盛</a>等银行施加压力。在这一过程中,助推了苹果和特斯拉的暴涨。</p><p>他总结道,当美股市场上大部分股票都在逐渐走低时,几个大的对冲基金和银行之间展开了激烈的战斗,做空伽马愈演愈烈。由于对冲基金和券商之间展开的史诗级战斗已经进入尾声,或许周三特斯拉和苹果股票的回落会是一场前所未有的伽马崩盘的开始。</p><p>抛开苹果和特斯拉,这对大盘意味着什么?作为一个市场领先指标,隐含波动率又在反常地上升。</p><p>该投资组合经理指出,投资者必须在未来几天关注这些股票的隐含波动率。当隐含波动率在大型股票上大增时,它可以成为该股的领先指标。隐含波动率下降时,交易商可以通过卖出标的来减少一些对冲。当像特斯拉这种暴涨的股价开始回调时,会先发生在快钱期权中,然后才是慢钱股票。</p><p><img src=\"https://img.zhitongcaijing.com/image/20200903/1599098225427009.png?x-oss-process=image/format,jpg/quality,Q_90\" title=\"1599098225427009.png\"/></p><p>在接下来的几天里,隐含波动率可能会是一个惊人的领先指标。</p></body></html>","source":"stock_zhitongcaijing","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>苹果(AAPL.US)、特斯拉(TSLA.US)股价暴涨的背后:华尔街陷入史诗级“交战”</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; 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.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苹果(AAPL.US)、特斯拉(TSLA.US)股价暴涨的背后:华尔街陷入史诗级“交战”\n</h2>\n\n<h4 class=\"meta\">\n\n\n2020-09-03 10:55 北京时间 <a href=http://www.zhitongcaijing.com/content/detail/334369.html><strong>智通财经</strong></a>\n\n\n</h4>\n\n</header>\n<article>\n<div>\n<p>最近几周美股市场的上涨趋势引发热议,一时间对特斯拉(TSLA.US)、苹果(AAPL.US)、Salesforce(CRM.US)和亚马逊(AMZN.US)等大型科技股最近暴涨的原因更是众说纷纭。有分析师表示这其实是由华尔街之间竞相做空伽马(Gamma)所造成。智通财经APP获悉,野村证券跨资产宏观策略部董事总经理查理·麦克埃利戈特(Charlie McElligott)称近日交易员们正疯狂追逐...</p>\n\n<a href=\"http://www.zhitongcaijing.com/content/detail/334369.html\">Web Link</a>\n\n</div>\n\n\n</article>\n</div>\n</body>\n</html>\n","type":0,"thumbnail":"","relate_stocks":{"03086":"华夏纳指","TSLA":"特斯拉","AAPL":"苹果","AA":"美国铝业","09086":"华夏纳指-U"},"source_url":"http://www.zhitongcaijing.com/content/detail/334369.html","is_english":false,"share_image_url":"https://static.laohu8.com/e9f99090a1c2ed51c021029395664489","article_id":"2064589572","content_text":"最近几周美股市场的上涨趋势引发热议,一时间对特斯拉(TSLA.US)、苹果(AAPL.US)、Salesforce(CRM.US)和亚马逊(AMZN.US)等大型科技股最近暴涨的原因更是众说纷纭。有分析师表示这其实是由华尔街之间竞相做空伽马(Gamma)所造成。智通财经APP获悉,野村证券跨资产宏观策略部董事总经理查理·麦克埃利戈特(Charlie McElligott)称近日交易员们正疯狂追逐美国股市的“伽马崩盘”(Gamma crash up),这已经成为一个“经典的反馈循环”。据悉,伽马是一种衡量期权对标的股票走势敏感程度变化的指标,可以衡量期权价格与期货价格变化幅度之比。麦克埃利戈特解释道,在这种伽马压制的背景下,看涨期权价格的飙升会导致更多相关股票的买入,看涨期权价格继续攀升,更多的看涨期权受到挤压,甚至更多的对冲Delta和买入标的,最终蔓延到越来越多的市场,如此循环,直到出现大规模的市场崩盘。对冲伽马已成为市场上最重要的流向,这在如特斯拉这类股价暴涨的股票中可见一斑。但这导致恐慌指数VIX自2000年3月网络泡沫破灭以来达到历史最高。历史会重演吗?有媒体周二(9月1日)称,Facebook(FB.US)和Salesforce等股票的看涨期权需求旺盛,使得华尔街的衍生品交易商大幅做空伽马。随着股价上涨,交易商需要买入更多的股票来对冲风险。IPS Strategic Capital首席交易员帕特•亨尼斯(Pat Hennessy)称,由于大量的看涨期权合约尚未到期,而其中一些个股流动性相对不足,这些交易商不得不转向标普500指数和纳斯达克100指数等指数。为了对冲,交易商也一直在买入这些基准指数的隐含波动率。麦克埃利戈特对此表示,在过去一个月里,一个大手笔的溢价买家以超十亿美元的价格买入包括亚马逊、Facebook、Salesforce和Netflix(NFLX.US)等大型科技股的看涨期权,花费高达200多亿美元,致使交易量猛增38%。财经博客The Bear Traps Report的一位投资组合经理写道,苹果周一收盘价在129美元附近,而投机性看涨期权的成本却对买方非常不利,周一美股交易时一定有人联系到了巴菲特,因为他可以在卖出苹果看涨期权上大赚一笔。这一点可以从下图中看出,苹果周二(9月1日)收涨3.98%,报134.18美元。华尔街做空伽马到了什么程度?为了回答这个问题,这位投资组合经理展示了一张图,图中显示苹果看涨期权在过去一周内的惊人走势。他表示,仅在过去一周内,苹果价外看涨期权的隐含波动率已经上升到与价外看跌期权的隐含波动率相当。如果做市商自己卖出看涨期权,就必须通过买入标的股票来进行对冲。在较高的隐含波动率水平下买入更多的看涨期权,意味着交易商需要买入更多苹果的股票。综合起来,市场的兴奋、自由期权交易以及最重要的因素,即小部分做市商共同引发了美股市场的火爆。该投资组合经理表示,少数大型对冲基金明白这一点,并火上浇油,将隐含指数越推越高,并进一步给花旗和高盛等银行施加压力。在这一过程中,助推了苹果和特斯拉的暴涨。他总结道,当美股市场上大部分股票都在逐渐走低时,几个大的对冲基金和银行之间展开了激烈的战斗,做空伽马愈演愈烈。由于对冲基金和券商之间展开的史诗级战斗已经进入尾声,或许周三特斯拉和苹果股票的回落会是一场前所未有的伽马崩盘的开始。抛开苹果和特斯拉,这对大盘意味着什么?作为一个市场领先指标,隐含波动率又在反常地上升。该投资组合经理指出,投资者必须在未来几天关注这些股票的隐含波动率。当隐含波动率在大型股票上大增时,它可以成为该股的领先指标。隐含波动率下降时,交易商可以通过卖出标的来减少一些对冲。当像特斯拉这种暴涨的股价开始回调时,会先发生在快钱期权中,然后才是慢钱股票。在接下来的几天里,隐含波动率可能会是一个惊人的领先指标。","news_type":1},"isVote":1,"tweetType":1,"viewCount":191,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"EN","totalScore":0},{"id":818420866,"gmtCreate":1630428950455,"gmtModify":1676530301871,"author":{"id":"3455229807167654","authorId":"3455229807167654","name":"Modi","avatar":"https://community-static.tradeup.com/news/5269398163df43879cf56bf3bc9b159b","crmLevel":2,"crmLevelSwitch":0,"followedFlag":false},"themes":[],"htmlText":"<a href=\"https://laohu8.com/S/BNTX\">$BioNTech SE(BNTX)$</a>WTF","listText":"<a href=\"https://laohu8.com/S/BNTX\">$BioNTech SE(BNTX)$</a>WTF","text":"$BioNTech SE(BNTX)$WTF","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":3,"commentSize":0,"repostSize":0,"link":"https://ttm.financial/post/818420866","isVote":1,"tweetType":1,"viewCount":417,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"EN","totalScore":0},{"id":342799066,"gmtCreate":1618240344755,"gmtModify":1704708053484,"author":{"id":"3455229807167654","authorId":"3455229807167654","name":"Modi","avatar":"https://community-static.tradeup.com/news/5269398163df43879cf56bf3bc9b159b","crmLevel":2,"crmLevelSwitch":0,"followedFlag":false},"themes":[],"htmlText":"Wise guy ","listText":"Wise guy ","text":"Wise guy","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":3,"commentSize":0,"repostSize":0,"link":"https://ttm.financial/post/342799066","repostId":"1115379832","repostType":2,"repost":{"id":"1115379832","pubTimestamp":1618239034,"share":"https://www.laohu8.com/m/news/1115379832?lang=&edition=full","pubTime":"2021-04-12 22:50","market":"us","language":"en","title":"Buy Tesla Because It Could Be the Next Apple. Here’s How.","url":"https://stock-news.laohu8.com/highlight/detail?id=1115379832","media":"Barron's","summary":"Tesla picked up another Buy rating on Monday from an analyst who sees Apple-like potential in the el","content":"<p>Tesla picked up another Buy rating on Monday from an analyst who sees Apple-like potential in the electric-vehicle pioneer.</p>\n<p>Cannacord analyst Jonathan Dorsheimer upgraded Tesla (ticker: TSLA) shares to Buy and increased his price target from $419 to $1,071. That represents a 124% boost to his previous target price.</p>\n<p>The upgrade sent Tesla stock up about 1.5% in premarket trading. S&P 500 and Dow Jones Industrial Average futures, for comparison, were both down about 0.1%.</p>\n<p>Dorsheimer’s case is built around all of the different businesses Tesla is now involved in. He believes the auto maker is similar to a platform company like Apple (AAPL). Apple sells hardware such as phones and computers. It also offers music, entertainment, cloud, and other services on a subscription basis. Tesla, for its part, sells more expensive hardware–namely vehicles–and sells solar roofs and battery storage. It sells software and services such as self-driving upgrades for its vehicles and electricity via its nationwide charging network, too.</p>\n<p>Many analysts have focused on the potential of Tesla’s self-driving software and its future robotaxi service. Dorsheimer, however, believes energy storage is a large opportunity as well. He projects $8 billion in energy storage sales by 2025.</p>\n<p>After Dorsheimer’s upgrade, about 43% of analysts who cover Tesla stock rate shares Buy. The average Buy-rating ratio for stocks in the Dow is about 60%. Still, 43% is high for Tesla shares. The Buy-rating ratio for Tesla shares was roughly 20% one year ago.</p>\n<p>Dorsheimer’s $1,000-plus target is the seventh four-digit price target from the Street. The average analyst price target is at about $660 a share, just below where Tesla stock trades now.</p>\n<p>A $1,000 price target values Tesla at roughly $1.2 trillion based on shares outstanding as well as things such as management stock options that are likely to become stock in coming years.</p>\n<p>Tesla stock has stalled out in recent weeks. Shares are down about 4% year to date after an epic 743% rise in 2020. Analysts and investors will be looking toward first-quarter earnings, due out April 26, to get a sense of where the stock will head for the remainder of 2021.</p>\n<p>For the first quarter, analysts project 76 cents in per-share earnings. Tesla earned 80 cents a share in the fourth quarter. The fourth-quarter number was short of analyst projections, but Tesla delivered more vehicles in the first quarter of 2021 than it did in the final quarter of 2020, making the first-quarter earnings estimate look reachable.</p>","source":"lsy1610680873436","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>Buy Tesla Because It Could Be the Next Apple. Here’s How.</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; }\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\">\nBuy Tesla Because It Could Be the Next Apple. Here’s How.\n</h2>\n\n<h4 class=\"meta\">\n\n\n2021-04-12 22:50 GMT+8 <a href=https://www.barrons.com/articles/buy-tesla-because-it-could-be-the-next-apple-heres-how-51618232801?mod=hp_LATEST><strong>Barron's</strong></a>\n\n\n</h4>\n\n</header>\n<article>\n<div>\n<p>Tesla picked up another Buy rating on Monday from an analyst who sees Apple-like potential in the electric-vehicle pioneer.\nCannacord analyst Jonathan Dorsheimer upgraded Tesla (ticker: TSLA) shares ...</p>\n\n<a href=\"https://www.barrons.com/articles/buy-tesla-because-it-could-be-the-next-apple-heres-how-51618232801?mod=hp_LATEST\">Web Link</a>\n\n</div>\n\n\n</article>\n</div>\n</body>\n</html>\n","type":0,"thumbnail":"","relate_stocks":{"TSLA":"特斯拉"},"source_url":"https://www.barrons.com/articles/buy-tesla-because-it-could-be-the-next-apple-heres-how-51618232801?mod=hp_LATEST","is_english":true,"share_image_url":"https://static.laohu8.com/e9f99090a1c2ed51c021029395664489","article_id":"1115379832","content_text":"Tesla picked up another Buy rating on Monday from an analyst who sees Apple-like potential in the electric-vehicle pioneer.\nCannacord analyst Jonathan Dorsheimer upgraded Tesla (ticker: TSLA) shares to Buy and increased his price target from $419 to $1,071. That represents a 124% boost to his previous target price.\nThe upgrade sent Tesla stock up about 1.5% in premarket trading. S&P 500 and Dow Jones Industrial Average futures, for comparison, were both down about 0.1%.\nDorsheimer’s case is built around all of the different businesses Tesla is now involved in. He believes the auto maker is similar to a platform company like Apple (AAPL). Apple sells hardware such as phones and computers. It also offers music, entertainment, cloud, and other services on a subscription basis. Tesla, for its part, sells more expensive hardware–namely vehicles–and sells solar roofs and battery storage. It sells software and services such as self-driving upgrades for its vehicles and electricity via its nationwide charging network, too.\nMany analysts have focused on the potential of Tesla’s self-driving software and its future robotaxi service. Dorsheimer, however, believes energy storage is a large opportunity as well. He projects $8 billion in energy storage sales by 2025.\nAfter Dorsheimer’s upgrade, about 43% of analysts who cover Tesla stock rate shares Buy. The average Buy-rating ratio for stocks in the Dow is about 60%. Still, 43% is high for Tesla shares. The Buy-rating ratio for Tesla shares was roughly 20% one year ago.\nDorsheimer’s $1,000-plus target is the seventh four-digit price target from the Street. The average analyst price target is at about $660 a share, just below where Tesla stock trades now.\nA $1,000 price target values Tesla at roughly $1.2 trillion based on shares outstanding as well as things such as management stock options that are likely to become stock in coming years.\nTesla stock has stalled out in recent weeks. Shares are down about 4% year to date after an epic 743% rise in 2020. Analysts and investors will be looking toward first-quarter earnings, due out April 26, to get a sense of where the stock will head for the remainder of 2021.\nFor the first quarter, analysts project 76 cents in per-share earnings. Tesla earned 80 cents a share in the fourth quarter. The fourth-quarter number was short of analyst projections, but Tesla delivered more vehicles in the first quarter of 2021 than it did in the final quarter of 2020, making the first-quarter earnings estimate look reachable.","news_type":1},"isVote":1,"tweetType":1,"viewCount":192,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"EN","totalScore":0},{"id":928333877,"gmtCreate":1586448327299,"gmtModify":1705301359859,"author":{"id":"3455229807167654","authorId":"3455229807167654","name":"Modi","avatar":"https://community-static.tradeup.com/news/5269398163df43879cf56bf3bc9b159b","crmLevel":2,"crmLevelSwitch":0,"followedFlag":false},"themes":[],"htmlText":"<a target=\"_blank\" href=\"https://laohu8.com/S/TSLA\">$特斯拉(TSLA)$</a>600, 676","listText":"<a target=\"_blank\" href=\"https://laohu8.com/S/TSLA\">$特斯拉(TSLA)$</a>600, 676","text":"$特斯拉(TSLA)$600, 676","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":2,"commentSize":0,"repostSize":0,"link":"https://ttm.financial/post/928333877","isVote":1,"tweetType":1,"viewCount":78,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"EN","totalScore":0},{"id":119511445,"gmtCreate":1622554792587,"gmtModify":1704186209946,"author":{"id":"3455229807167654","authorId":"3455229807167654","name":"Modi","avatar":"https://community-static.tradeup.com/news/5269398163df43879cf56bf3bc9b159b","crmLevel":2,"crmLevelSwitch":0,"followedFlag":false},"themes":[],"htmlText":"Who knows ?","listText":"Who knows ?","text":"Who knows ?","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":1,"commentSize":0,"repostSize":0,"link":"https://ttm.financial/post/119511445","repostId":"2140452027","repostType":2,"isVote":1,"tweetType":1,"viewCount":40,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"EN","totalScore":0}],"lives":[]}