特朗普胜选以来，特斯拉空头已损失逾50亿美元

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特朗普胜选以来，特斯拉空头已损失逾50亿美元

金融界11-11

自特朗普赢得美国大选以来，坚持做空特斯拉公司的对冲基金已经损失了数十亿美元，感受到了当选总统和埃隆·马斯克之间特殊关系的影响。根据S3 Partners编制的数据进行的计算显示，在选举日至上周五收盘期间做空特斯拉的对冲基金账面损失至少为52亿美元。追踪500多家对冲基金头寸的Hazeltree提供的另一份数据显示，随着许多同行在过去4个月解除了对特斯拉的空头押注，它们是一个不断缩小的被困群体中的...

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victory","themeId":"bff49a1e50c1c447fcf61a7202ae34fa","isJumpTheme":false,"ttsUrl":null,"symbols_score_info":{"TSLL":1,"TSLA":1},"content_text":"自特朗普赢得美国大选以来，坚持做空特斯拉公司的对冲基金已经损失了数十亿美元，感受到了当选总统和埃隆·马斯克之间特殊关系的影响。根据S3 Partners编制的数据进行的计算显示，在选举日至上周五收盘期间做空特斯拉的对冲基金账面损失至少为52亿美元。追踪500多家对冲基金头寸的Hazeltree提供的另一份数据显示，随着许多同行在过去4个月解除了对特斯拉的空头押注，它们是一个不断缩小的被困群体中的一员。这一立场的调整与马斯克在7月13日支持特朗普的时间一致。马斯克利用自己全球首富的地位为特朗普的竞选活动提供了支持，使他成为2024年大选的最大捐赠者之一。随着特朗普赢得大选，现在马斯克有望获得了一个有政治影响力的职位，因为特朗普明确表示，他将奖励忠诚的人。对冲基金管理公司Clean Energy Transition的首席执行官佩尔·莱坎德（Per Lekander）表示，他“在大选前略微做空了特斯拉”。他已经设法减持了“相当多”的头寸，这意味着他的损失最终“相当小”。“但是我们损失了一些钱，”他承认。自大选以来，特斯拉股价上涨了近30%，市值增加了2000多亿美元。在这种背景下，此前做空该公司的对冲基金纷纷调整策略。Hazeltree提供的每周数据显示，截至当地时间11月6日，只有7%的对冲基金净做空特斯拉，低于7月初的17%。尽管如此，只有8%的对冲基金净做多该股。事实证明，特斯拉对做空者来说是一只危险的股票，尽管电动汽车行业的其他公司正面临贸易紧张局势、消费者需求低迷和竞争加剧等不利因素。今年7月，Hazeltree追踪的对冲基金中，有近五分之一做空了特斯拉，但在该公司公布的销售数据引发股价大幅上涨后，这些对冲基金陷入了严重的措手不及。与此同时，根据KraneShares Electric Vehicles and Future Mobility Index ETF的表现，整个电动汽车行业今年已经下跌了12%以上。在此之前，2023年的降幅约为9%。相比之下，特斯拉在去年市值增加了一倍多之后，今年迄今上涨了约30%。与绿色领域的其他股票中相比，特斯拉股票也一枝独秀。随着市场消化特朗普获胜的消息，从风能到太阳能的可再生能源股票开始下跌，因为人们担心特朗普会兑现他削减清洁能源激励措施的承诺。莱坎德说，一年多以后，他预计就连特斯拉也会感受到特朗普反气候政策的刺痛。尽管当选总统特朗普和马斯克之间存在联系，但“特朗普的胜利对特斯拉这家汽车公司来说是非常负面的，”莱坎德说。在大约12到18个月内，特朗普政府将“取消特斯拉获得的许多补贴”。马斯克一直在游说，希望能在特朗普政府中发挥作用，减少他所谓的政府官僚主义和浪费。特朗普很快接受了这个想法，公开提出了为马斯克设立“成本削减部长”职位的想法。法国巴黎银行资产管理公司（BNP Paribas Asset Management）的投资组合经理爱德华·利斯（Edward Lees）表示，马斯克“现在的影响力可以说是科技界和华盛顿之间的一座桥梁。”李斯表示，他“在不同时期持有特斯拉股份”，但没有详细说明目前的头寸。\n\n\r\n            责任编辑：栎树","kind":null,"is_publish_news":true,"is_publish_highlight":false,"is_publish_live":false,"is_publish_wemedia":null,"editions":null,"column":"","sentiment":"-2","news_tag":"Shareholding Changes","news_rank":0,"symbols":[],"gpt_button":0},"commentList":[],"hasMoreComments":false,"newsSizeData":{"likeSize":0,"commentSize":0,"repostSize":0,"favoriteSize":0,"likeStatus":false,"favoriteStatus":false}}