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异动解读 | 特斯拉股价狂涨,主要原因是马斯克在竞选期间大力支持特朗普,两人关系密切。市场预期特朗普当选后将给予特斯拉有利的政策环境,包括放宽监管、减税等。

异动解读11-12

1. 特斯拉股价自11月5日美国大选以来连续4个交易日大涨,累计涨幅达32%,市值重回1万亿美元之上。马斯克个人财富增加500亿美元,重新成为全球首富。 2. 投资者预期特朗普当选后将放宽对特斯拉自动驾驶技术的监管,并扩大特斯拉在电动车领域的竞争优势。马斯克可能会在特朗普政府中担任职务,推动有利于特斯拉的政策。 3. 韩国散户持有约167亿美元的特斯拉股票,是他们持有最多的美股,反映出投资者对特斯拉的热捧。 4. 特斯拉空头遭重创,上周损失至少52亿美元。一些机构投资者则继续看好特斯拉,上调其目标价至400美元。 5. 此外,在马斯克的助力下,比特币创下82000美元历史新高,加密货币概念股也大涨。

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