“大空头”开火：特斯拉估值高得离谱，马斯克天价薪酬稀释股票

IT之家12-01

北京时间 12 月 1 日，据《商业内幕》报道，电影《大空头》原型人物迈克尔・伯里（Michael Burry）正在向全球科技巨头宣战。在怼完英伟达后，他现在又将矛头指向了埃隆・马斯克（Elon Musk）。▲ 伯里上周日晚间，伯里在美版公众号 Substack 上发文称，特斯拉的“估值高得离谱”。此前，他披露了针对英伟达和 Palantir 的做空。“特斯拉的市值如今被离谱地高估了，而且这种状况...

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畜牧教主马斯克
12-02
畜牧教主马斯克
饼越画越多，到时候噎不死马圣[开心]
Johnsonk
12-02
Johnsonk
当初被埋，一点教训不吸取

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万亿美元的薪酬方案将继续稀释该公司股票</strong>。</p><p>伯里还表示：“顺带说一句，埃隆的拥趸们一开始全力押注电动汽车，直到竞争对手出现；随后又全力押注自动驾驶，直到竞争对手出现；现在又全力押注机器人，直到竞争对手出现为止。”</p><p>这并不是伯里第一次把矛头对准特斯拉。2021 年，这位投资者曾做空价值 5.3 亿美元的特斯拉股票，但几个月后就平仓离场。伯里之后告诉 CNBC，称这笔操作“只是一次交易”。</p><p><strong>尽管特斯拉股价年初因马斯克入主美国政府效率部出现短暂震荡，但该公司今年以来股价仍上涨了 11%</strong>，因为投资者对该公司推出自动驾驶出租车表示欢迎。</p><p>马斯克也已对特斯拉的批评者和做空者予以反击，并预测这家电动汽车制造商将成为全球市值最高的公司。</p><p>截至发稿，特斯拉尚未就此置评。</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>“大空头”开火：特斯拉估值高得离谱，马斯克天价薪酬稀释股票</title>\n<style 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的做空。“特斯拉的市值如今被离谱地高估了，而且这种状况...</p>\n\n<a href=\"http://gu.qq.com/resources/shy/news/detail-v2/index.html#/?id=nesSN202512012337179524f09f&s=b\">Web Link</a>\n\n</div>\n\n\n</article>\n</div>\n</body>\n</html>\n","type":0,"thumbnail":"","relate_stocks":{"LU0820562030.AUD":"ALLIANZ INCOME AND GROWTH \"AMH2\" (AUDHDG) H2 INC","LU2417539215.USD":"ALLIANZ GLOBAL INCOME \"AMF\" (USD) INC","LU2750360641.GBP":"INVESCO GLOBAL EQUITY INCOME ADVANTAGE \"A\" (GBPHDG) INC","LU0345769631.USD":"NINETY ONE GSF GLOBAL EQUITY \"A\" (USD) INC","BK4612":"AI芯片","LU1861558580.USD":"日兴方舟颠覆性创新基金B","IE00B19Z9505.USD":"美盛-美国大盘成长股A Acc","LU2063271972.USD":"富兰克林创新领域基金","LU2108987350.USD":"UBS (LUX) EQUITY SICAV GLOBAL OPPORTUNITY SUSTAINABLE (USD) \"P\" (USD) ACC","LU0210536198.USD":"JPM US GROWTH \"A\" ACC","LU2750360997.AUD":"INVESCO GLOBAL EQUITY INCOME ADVANTAGE \"A\" (AUDHDG) INC","SG9999015945.SGD":"LionGlobal Disruptive Innovation Fund A SGD","BK4588":"碎股","BK4550":"红杉资本持仓","LU2213496289.HKD":"ALLIANZ 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H2-SGD","LU0234572021.USD":"高盛美国核心股票组合Acc"},"source_url":"http://gu.qq.com/resources/shy/news/detail-v2/index.html#/?id=nesSN202512012337179524f09f&s=b","is_english":false,"share_image_url":"https://static.laohu8.com/9a95c1376e76363c1401fee7d3717173","article_id":"2588779141","content_text":"北京时间 12 月 1 日，据《商业内幕》报道，电影《大空头》原型人物迈克尔・伯里（Michael Burry）正在向全球科技巨头宣战。在怼完英伟达后，他现在又将矛头指向了埃隆・马斯克（Elon Musk）。▲ 伯里上周日晚间，伯里在美版公众号 Substack 上发文称，特斯拉的“估值高得离谱”。此前，他披露了针对英伟达和 Palantir 的做空。“特斯拉的市值如今被离谱地高估了，而且这种状况已持续很长时间。”伯里表示。他预计马斯克价值 1 万亿美元的薪酬方案将继续稀释该公司股票。伯里还表示：“顺带说一句，埃隆的拥趸们一开始全力押注电动汽车，直到竞争对手出现；随后又全力押注自动驾驶，直到竞争对手出现；现在又全力押注机器人，直到竞争对手出现为止。”这并不是伯里第一次把矛头对准特斯拉。2021 年，这位投资者曾做空价值 5.3 亿美元的特斯拉股票，但几个月后就平仓离场。伯里之后告诉 CNBC，称这笔操作“只是一次交易”。尽管特斯拉股价年初因马斯克入主美国政府效率部出现短暂震荡，但该公司今年以来股价仍上涨了 11%，因为投资者对该公司推出自动驾驶出租车表示欢迎。马斯克也已对特斯拉的批评者和做空者予以反击，并预测这家电动汽车制造商将成为全球市值最高的公司。截至发稿，特斯拉尚未就此置评。","news_type":1,"symbols_score_info":{"TSLL":1.5,"TSLA":1.5,"UFO":0.6,"DXYZ":1.5,"TSYW.SI":0.6}},"isVote":1,"likeStatus":false,"favoriteStatus":false,"reportStatus":false,"tweetType":1,"langContent":"CN"},{"id":506164929503832,"gmtCreate":1764606025068,"gmtModify":1764606027751,"author":{"id":"3563357612600728","authorId":"3563357612600728","name":"Johnsonk","avatar":"https://static.tigerbbs.com/8d6ab73351a61f0c3e887a3cffcf2aa2","vip":1,"crmLevel":1,"crmLevelSwitch":0,"authorIdStr":"3563357612600728","idStr":"3563357612600728"},"htmlText":"当初被埋，一点教训不吸取","listText":"当初被埋，一点教训不吸取","text":"当初被埋，一点教训不吸取","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":1,"commentSize":0,"repostSize":0,"link":"https://laohu8.com/post/506164929503832","repostId":2588779141,"repostType":2,"repost":{"id":"2588779141","kind":"news","pubTimestamp":1764600348,"share":"https://www.laohu8.com/m/news/2588779141?lang=&edition=full","pubTime":"2025-12-01 22:45","market":"us","language":"zh","title":"“大空头”开火：特斯拉估值高得离谱，马斯克天价薪酬稀释股票","url":"https://stock-news.laohu8.com/highlight/detail?id=2588779141","media":"IT之家","summary":"▲ 伯里上周日晚间，伯里在美版公众号 Substack 上发文称，特斯拉的“估值高得离谱”。“特斯拉的市值如今被离谱地高估了，而且这种状况已持续很长时间。”他预计马斯克价值 1 万亿美元的薪酬方案将继续稀释该公司股票。马斯克也已对特斯拉的批评者和做空者予以反击，并预测这家电动汽车制造商将成为全球市值最高的公司。截至发稿，特斯拉尚未就此置评。","content":"<html><body><article><p>北京时间 12 月 1 日，据《商业内幕》报道，电影《大空头》原型人物迈克尔・伯里（Michael Burry）正在向全球科技巨头宣战。在怼完<a href=\"https://laohu8.com/S/NVDA\">英伟达</a>后，他现在又将矛头指向了埃隆・马斯克（Elon Musk）。</p><img src=\"https://fid-75186.picgzc.qpic.cn/20251201233712253v163f3094ew2czb\"/><p>▲ 伯里</p><p>上周日晚间，<strong>伯里在美版公众号 Substack 上发文称，<a href=\"https://laohu8.com/S/TSLA\">特斯拉</a>的“估值高得离谱”</strong>。此前，他披露了针对英伟达和 <a href=\"https://laohu8.com/S/PLTR\">Palantir</a> 的做空。</p><p>“特斯拉的市值如今被离谱地高估了，而且这种状况已持续很长时间。”伯里表示。<strong>他预计马斯克价值 1 万亿美元的薪酬方案将继续稀释该公司股票</strong>。</p><p>伯里还表示：“顺带说一句，埃隆的拥趸们一开始全力押注电动汽车，直到竞争对手出现；随后又全力押注自动驾驶，直到竞争对手出现；现在又全力押注机器人，直到竞争对手出现为止。”</p><p>这并不是伯里第一次把矛头对准特斯拉。2021 年，这位投资者曾做空价值 5.3 亿美元的特斯拉股票，但几个月后就平仓离场。伯里之后告诉 CNBC，称这笔操作“只是一次交易”。</p><p><strong>尽管特斯拉股价年初因马斯克入主美国政府效率部出现短暂震荡，但该公司今年以来股价仍上涨了 11%</strong>，因为投资者对该公司推出自动驾驶出租车表示欢迎。</p><p>马斯克也已对特斯拉的批评者和做空者予以反击，并预测这家电动汽车制造商将成为全球市值最高的公司。</p><p>截至发稿，特斯拉尚未就此置评。</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>“大空头”开火：特斯拉估值高得离谱，马斯克天价薪酬稀释股票</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“大空头”开火：特斯拉估值高得离谱，马斯克天价薪酬稀释股票\n</h2>\n\n<h4 class=\"meta\">\n\n\n2025-12-01 22:45 北京时间&nbsp;&nbsp;&nbsp;<a href=http://gu.qq.com/resources/shy/news/detail-v2/index.html#/?id=nesSN202512012337179524f09f&s=b><strong>IT之家</strong></a>\n\n\n</h4>\n\n</header>\n<article>\n<div>\n<p>北京时间 12 月 1 日，据《商业内幕》报道，电影《大空头》原型人物迈克尔・伯里（Michael Burry）正在向全球科技巨头宣战。在怼完英伟达后，他现在又将矛头指向了埃隆・马斯克（Elon Musk）。▲ 伯里上周日晚间，伯里在美版公众号 Substack 上发文称，特斯拉的“估值高得离谱”。此前，他披露了针对英伟达和 Palantir 的做空。“特斯拉的市值如今被离谱地高估了，而且这种状况...</p>\n\n<a href=\"http://gu.qq.com/resources/shy/news/detail-v2/index.html#/?id=nesSN202512012337179524f09f&s=b\">Web Link</a>\n\n</div>\n\n\n</article>\n</div>\n</body>\n</html>\n","type":0,"thumbnail":"","relate_stocks":{"LU0820562030.AUD":"ALLIANZ INCOME AND GROWTH \"AMH2\" (AUDHDG) H2 INC","LU2417539215.USD":"ALLIANZ GLOBAL INCOME \"AMF\" (USD) INC","LU2750360641.GBP":"INVESCO GLOBAL EQUITY INCOME ADVANTAGE \"A\" (GBPHDG) INC","LU0345769631.USD":"NINETY ONE GSF GLOBAL EQUITY \"A\" (USD) INC","BK4612":"AI芯片","LU1861558580.USD":"日兴方舟颠覆性创新基金B","IE00B19Z9505.USD":"美盛-美国大盘成长股A Acc","LU2063271972.USD":"富兰克林创新领域基金","LU2108987350.USD":"UBS (LUX) EQUITY SICAV GLOBAL OPPORTUNITY SUSTAINABLE (USD) \"P\" (USD) ACC","LU0210536198.USD":"JPM US GROWTH \"A\" ACC","LU2750360997.AUD":"INVESCO GLOBAL EQUITY INCOME ADVANTAGE \"A\" (AUDHDG) INC","SG9999015945.SGD":"LionGlobal Disruptive Innovation Fund A SGD","BK4588":"碎股","BK4550":"红杉资本持仓","LU2213496289.HKD":"ALLIANZ 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H2-SGD","LU0234572021.USD":"高盛美国核心股票组合Acc"},"source_url":"http://gu.qq.com/resources/shy/news/detail-v2/index.html#/?id=nesSN202512012337179524f09f&s=b","is_english":false,"share_image_url":"https://static.laohu8.com/9a95c1376e76363c1401fee7d3717173","article_id":"2588779141","content_text":"北京时间 12 月 1 日，据《商业内幕》报道，电影《大空头》原型人物迈克尔・伯里（Michael Burry）正在向全球科技巨头宣战。在怼完英伟达后，他现在又将矛头指向了埃隆・马斯克（Elon Musk）。▲ 伯里上周日晚间，伯里在美版公众号 Substack 上发文称，特斯拉的“估值高得离谱”。此前，他披露了针对英伟达和 Palantir 的做空。“特斯拉的市值如今被离谱地高估了，而且这种状况已持续很长时间。”伯里表示。他预计马斯克价值 1 万亿美元的薪酬方案将继续稀释该公司股票。伯里还表示：“顺带说一句，埃隆的拥趸们一开始全力押注电动汽车，直到竞争对手出现；随后又全力押注自动驾驶，直到竞争对手出现；现在又全力押注机器人，直到竞争对手出现为止。”这并不是伯里第一次把矛头对准特斯拉。2021 年，这位投资者曾做空价值 5.3 亿美元的特斯拉股票，但几个月后就平仓离场。伯里之后告诉 CNBC，称这笔操作“只是一次交易”。尽管特斯拉股价年初因马斯克入主美国政府效率部出现短暂震荡，但该公司今年以来股价仍上涨了 11%，因为投资者对该公司推出自动驾驶出租车表示欢迎。马斯克也已对特斯拉的批评者和做空者予以反击，并预测这家电动汽车制造商将成为全球市值最高的公司。截至发稿，特斯拉尚未就此置评。","news_type":1,"symbols_score_info":{"TSLL":1.5,"TSLA":1.5,"UFO":0.6,"DXYZ":1.5,"TSYW.SI":0.6}},"isVote":1,"likeStatus":false,"favoriteStatus":false,"reportStatus":false,"tweetType":1,"langContent":"CN"}],"isCommentEnd":false,"newsSizeData":{"likeSize":0,"commentSize":2,"repostSize":2,"favoriteSize":0,"likeStatus":false,"favoriteStatus":false},"APP":{"userAgent":"Mozilla/5.0 AppleWebKit/537.36 (KHTML, like Gecko; compatible; ClaudeBot/1.0; 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