c0375ba
2022-05-02
谁说的,马斯克有专门的资产管理团队,其中有个叫伯查尔的,引荐了高级融资公司摩根士丹利,是这家公司背后主导了收购Twitter事件,而且由这家公司资助了马斯克$465个亿。
@话题虎:
推特“姓马”了,马斯克却可能要破产了,你怎么看
免责声明:上述内容仅代表发帖人个人观点,不构成本平台的任何投资建议。
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阳光小韭
2022-05-02
阳光小韭
我买的美国科技基金就是摩根的,有趣的是,周五纳指-4%,它前十大持仓(占比35以上)科技股平均跌幅12%以上,特斯拉是它第三大持仓,但最后日净涨了3%
沙漠追光大海逐风
2022-05-03
沙漠追光大海逐风
收购Twitter事件最受益的可能不会是马斯克
灌饼高手00
2022-05-03
灌饼高手00
210亿美刀的资金缺口,不卖特斯拉不好融
低买高卖谁不会
2022-05-03
低买高卖谁不会
市场的担心还是很有道理的,资金还是很聪明的
银河小铁骑00
2022-05-03
银河小铁骑00
资产达到一定程度都会有自己的资产管理团队
阳光小韭
2022-05-02
阳光小韭
所以,是不是特斯拉自己空自己,这个真的不好说
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<p>为啥态度大变,据CNBC的Jim Cramer说法,推特业绩不佳,再想实现高增长难,而且一看,马斯克给的确实不少,于是就点了头。还有一种说法,马斯克找了现有股东来支持他,只要支持的人多,他依旧可以通过要约收购成功。</p> <p>就在事成的一天后,特斯拉股价却大跌12%。</p> <p><img referrerpolicy=\"no-referrer\" src=\"https://static.tigerbbs.com/24a2dd27b87178d73b7ca89d92fb0759\" tg-width=\"839\" tg-height=\"469\"></p> <p><b>问题的来源,就在钱的来源上</b></p> <p>虽然马斯克已经坐上了世界首富宝座,但他财富的来源主要是靠特斯拉和SpaceX的持股,手上的现金和流动资产,估计只有30亿美元,他要到哪里筹到收购的465亿美元呢?</p> <p>根据收购文件,这465亿美元,210亿美元来自马斯克“直接或间接”的股权,银行贷款130亿,还有125亿美元来自马斯克手里的特斯拉股票质押贷款资金。</p> <p>先说这125亿的股票质押贷款资金。</p> <p>虽然马斯克手里的特斯拉股票不少,但大多都已经质押以供两个“焚金炉”SpaceX和Boring烧。</p> <p>按照银行20%的质押率来算,马斯克要拿出价值$625亿的特斯拉股票。根据市场猜测,马斯克目前手里可以质押的股票,可能约有8,900万股。也就是说,只要特斯拉股票价格不低到700美元,银行就能把钱给够。</p> <p>但是别忘了,还有他要自掏腰包的210亿美元呢。</p> <p>所以,为了凑够自己的210亿美元,马斯克很有可能会选择出售自己手里的特斯拉股票,股价就会下跌,但为了从银行拿到足够的保证金贷款,他又必须将特斯拉股价维持在高位。</p> <p><img referrerpolicy=\"no-referrer\" src=\"https://static.tigerbbs.com/4603b5d1919adc66596e077a12a1421d\" tg-width=\"225\" 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Cramer说法,推特业绩不佳,再想实现高增长难,而且一看,马斯克给的确实不少,于是就点了头。还有一种说法,马斯克找了现有股东来支持他,只要支持的人多,他依旧可以通过要约收购成功。</p> <p>就在事成的一天后,特斯拉股价却大跌12%。</p> <p><img referrerpolicy=\"no-referrer\" src=\"https://static.tigerbbs.com/24a2dd27b87178d73b7ca89d92fb0759\" tg-width=\"839\" tg-height=\"469\"></p> <p><b>问题的来源,就在钱的来源上</b></p> <p>虽然马斯克已经坐上了世界首富宝座,但他财富的来源主要是靠特斯拉和SpaceX的持股,手上的现金和流动资产,估计只有30亿美元,他要到哪里筹到收购的465亿美元呢?</p> <p>根据收购文件,这465亿美元,210亿美元来自马斯克“直接或间接”的股权,银行贷款130亿,还有125亿美元来自马斯克手里的特斯拉股票质押贷款资金。</p> <p>先说这125亿的股票质押贷款资金。</p> <p>虽然马斯克手里的特斯拉股票不少,但大多都已经质押以供两个“焚金炉”SpaceX和Boring烧。</p> <p>按照银行20%的质押率来算,马斯克要拿出价值$625亿的特斯拉股票。根据市场猜测,马斯克目前手里可以质押的股票,可能约有8,900万股。也就是说,只要特斯拉股票价格不低到700美元,银行就能把钱给够。</p> <p>但是别忘了,还有他要自掏腰包的210亿美元呢。</p> <p>所以,为了凑够自己的210亿美元,马斯克很有可能会选择出售自己手里的特斯拉股票,股价就会下跌,但为了从银行拿到足够的保证金贷款,他又必须将特斯拉股价维持在高位。</p> <p><img referrerpolicy=\"no-referrer\" src=\"https://static.tigerbbs.com/4603b5d1919adc66596e077a12a1421d\" tg-width=\"225\" tg-height=\"225\">一旦股价下跌至900美元以下,他所质押的股份总数高达其所持股份的90%。一旦股票价格下跌约43%(外媒估计),低至不足以维持他35%的保证金质押率,他将被迫追加保证金,不得不出售更多持股或提供额外抵押品(滚雪球效应)。无论是哪一种情况,对于特斯拉股价而言,都是个不小的风险。</p> <p>或许是对于马斯克这种为了“领养的小女儿”推特,要弃“亲生的大儿子”特斯拉于不顾的担(fen)忧(kai),周二,特斯拉股价低开低走,收盘跌超12%,市值蒸发超1000亿美元,可以买两个多推特。<img referrerpolicy=\"no-referrer\" src=\"https://static.tigerbbs.com/3e8765b1202e76a7f14ef036f9eef07d\" tg-width=\"519\" tg-height=\"381\"></p> <ul> \n <li><span style=\"color:rgba(208,2,27,1);\"><b>你如何评价马斯克的这次收购?</b></span></li> \n <li><span style=\"color:rgba(208,2,27,1);\"><b>你觉得未来特斯拉和推特的股价走势将如何发展?</b></span></li> \n <li>......</li> \n</ul> <p>评论区参与讨论,瓜分1000虎币!</p> <p><a target=\"_blank\" href=\"https://laohu8.com/S/TWTR\">$Twitter(TWTR)$</a> <a target=\"_blank\" href=\"https://laohu8.com/S/TSLA\">$特斯拉(TSLA)$</a></p></body></html>","text":"当地时间4月25日,推特态度大变,宣布同意马斯克每股54.20美元的现金全资收购,头一点眼一闭,“嫁了”。不过,仍需要监管批准,预计2022年完成。 为啥态度大变,据CNBC的Jim Cramer说法,推特业绩不佳,再想实现高增长难,而且一看,马斯克给的确实不少,于是就点了头。还有一种说法,马斯克找了现有股东来支持他,只要支持的人多,他依旧可以通过要约收购成功。 就在事成的一天后,特斯拉股价却大跌12%。 问题的来源,就在钱的来源上 虽然马斯克已经坐上了世界首富宝座,但他财富的来源主要是靠特斯拉和SpaceX的持股,手上的现金和流动资产,估计只有30亿美元,他要到哪里筹到收购的465亿美元呢? 根据收购文件,这465亿美元,210亿美元来自马斯克“直接或间接”的股权,银行贷款130亿,还有125亿美元来自马斯克手里的特斯拉股票质押贷款资金。 先说这125亿的股票质押贷款资金。 虽然马斯克手里的特斯拉股票不少,但大多都已经质押以供两个“焚金炉”SpaceX和Boring烧。 按照银行20%的质押率来算,马斯克要拿出价值$625亿的特斯拉股票。根据市场猜测,马斯克目前手里可以质押的股票,可能约有8,900万股。也就是说,只要特斯拉股票价格不低到700美元,银行就能把钱给够。 但是别忘了,还有他要自掏腰包的210亿美元呢。 所以,为了凑够自己的210亿美元,马斯克很有可能会选择出售自己手里的特斯拉股票,股价就会下跌,但为了从银行拿到足够的保证金贷款,他又必须将特斯拉股价维持在高位。 一旦股价下跌至900美元以下,他所质押的股份总数高达其所持股份的90%。一旦股票价格下跌约43%(外媒估计),低至不足以维持他35%的保证金质押率,他将被迫追加保证金,不得不出售更多持股或提供额外抵押品(滚雪球效应)。无论是哪一种情况,对于特斯拉股价而言,都是个不小的风险。 或许是对于马斯克这种为了“领养的小女儿”推特,要弃“亲生的大儿子”特斯拉于不顾的担(fen)忧(kai),周二,特斯拉股价低开低走,收盘跌超12%,市值蒸发超1000亿美元,可以买两个多推特。 你如何评价马斯克的这次收购? 你觉得未来特斯拉和推特的股价走势将如何发展? ...... 评论区参与讨论,瓜分1000虎币! $Twitter(TWTR)$ 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