wyxhouse的个人主页 - 老虎社区

wyxhouse

wyxhouse

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IP属地：海南

19关注

2粉丝

0主题

0勋章

2023-09-19

$ARM Holdings Ltd(ARM)$ 获利0真牛逼！这股我头一次见如此妖的！

2025-03-18

$特斯拉(TSLA)$ 我觉得近期回到400

2024-11-06

$拼多多(PDD)$ 莫名其妙的跌，你这种人畜无害的国内穷人网购企业，为啥川普当选了你跌了这么多？我还说昨天买点等你起飞呢

2023-10-20

$贵州茅台(600519)$ 茅台的股价应该是100以内！全是炒作，这东西没有任何科技含量，他已经成为一种特殊的货币，只是没人愿意让他崩盘而已

2025-05-16

$蔚来(NIO)$ 感觉蔚来有可能起飞

2025-06-15

$泡泡玛特(09992)$ 这玩意要是跌起来恐怕他爹都不认识他！纯tm炒作股

2024-10-18

$特斯拉(TSLA)$ 买完不看了我觉得特斯拉应该可以起飞

2024-10-11

$特斯拉(TSLA)$ 马斯克我信任，股价一定会风起云涌

2023-08-08

碧桂园绝对是下一个恒大

碧桂园，中国最大民营房企走到命运的十字路口

2018-08-06

$映客(03700)$这tm的股票，让我跌了45%以上什么tm东西啊

去老虎APP查看更多动态

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我就赌美国的命！信则有不信则无","text":"$纳指三倍做多ETF(TQQQ)$ 我就赌美国的命！信则有不信则无","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":1,"commentSize":0,"repostSize":0,"link":"https://laohu8.com/post/426900576985136","isVote":1,"tweetType":1,"viewCount":1268,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"CN","totalScore":0},{"id":414596686586280,"gmtCreate":1742257898297,"gmtModify":1742257899866,"author":{"id":"3491261929425446","authorId":"3491261929425446","name":"wyxhouse","avatar":"https://static.tigerbbs.com/ec828a5130d36e2667fe73cc59f794ca","crmLevel":4,"crmLevelSwitch":1,"followedFlag":false,"idStr":"3491261929425446","authorIdStr":"3491261929425446"},"themes":[],"htmlText":"<a href=\"https://laohu8.com/S/TSLA\">$特斯拉(TSLA)$&nbsp;</a><v-v data-views=\"1\"></v-v>&nbsp; 我觉得近期回到400","listText":"<a href=\"https://laohu8.com/S/TSLA\">$特斯拉(TSLA)$&nbsp;</a><v-v data-views=\"1\"></v-v>&nbsp; 我觉得近期回到400","text":"$特斯拉(TSLA)$ 我觉得近期回到400","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":3,"commentSize":8,"repostSize":1,"link":"https://laohu8.com/post/414596686586280","isVote":1,"tweetType":1,"viewCount":5686,"authorTweetTopStatus":1,"verified":2,"comments":[{"author":{"id":"3458349567571181","authorId":"3458349567571181","name":"马虎恶魔号","avatar":"https://static.tigerbbs.com/5309b4545d61bcba8ee06c42836bf26f","crmLevel":1,"crmLevelSwitch":0,"idStr":"3458349567571181","authorIdStr":"3458349567571181"},"content":"我觉得这个很难，敌人会在你意想不到的时候突然间发起反击。当然我方也会在敌人认为继续还要往下跌的时候进行反击。所以一定要坚信这句话绝望之时既是反击之日。","text":"我觉得这个很难，敌人会在你意想不到的时候突然间发起反击。当然我方也会在敌人认为继续还要往下跌的时候进行反击。所以一定要坚信这句话绝望之时既是反击之日。","html":"我觉得这个很难，敌人会在你意想不到的时候突然间发起反击。当然我方也会在敌人认为继续还要往下跌的时候进行反击。所以一定要坚信这句话绝望之时既是反击之日。"},{"author":{"id":"3498007697492942","authorId":"3498007697492942","name":"股票价格预测员","avatar":"https://static.laohu8.com/default-avatar.jpg","crmLevel":2,"crmLevelSwitch":0,"idStr":"3498007697492942","authorIdStr":"3498007697492942"},"content":"想啥，今年肯定跌回50","text":"想啥，今年肯定跌回50","html":"想啥，今年肯定跌回50"}],"imageCount":0,"langContent":"CN","totalScore":0},{"id":368172600324224,"gmtCreate":1730901839058,"gmtModify":1730901840288,"author":{"id":"3491261929425446","authorId":"3491261929425446","name":"wyxhouse","avatar":"https://static.tigerbbs.com/ec828a5130d36e2667fe73cc59f794ca","crmLevel":4,"crmLevelSwitch":1,"followedFlag":false,"idStr":"3491261929425446","authorIdStr":"3491261929425446"},"themes":[],"htmlText":"<a href=\"https://laohu8.com/S/PDD\">$拼多多(PDD)$&nbsp;</a> 你真遂","listText":"<a href=\"https://laohu8.com/S/PDD\">$拼多多(PDD)$&nbsp;</a> 你真遂","text":"$拼多多(PDD)$ 你真遂","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":0,"commentSize":0,"repostSize":0,"link":"https://laohu8.com/post/368172600324224","isVote":1,"tweetType":1,"viewCount":2036,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"CN","totalScore":0},{"id":368110473195624,"gmtCreate":1730886735943,"gmtModify":1730887260600,"author":{"id":"3491261929425446","authorId":"3491261929425446","name":"wyxhouse","avatar":"https://static.tigerbbs.com/ec828a5130d36e2667fe73cc59f794ca","crmLevel":4,"crmLevelSwitch":1,"followedFlag":false,"idStr":"3491261929425446","authorIdStr":"3491261929425446"},"themes":[],"htmlText":"<a href=\"https://laohu8.com/S/PDD\">$拼多多(PDD)$&nbsp;</a> 莫名其妙的跌，你这种人畜无害的国内穷人网购企业，为啥川普当选了你跌了这么多？我还说昨天买点等你起飞呢","listText":"<a href=\"https://laohu8.com/S/PDD\">$拼多多(PDD)$&nbsp;</a> 莫名其妙的跌，你这种人畜无害的国内穷人网购企业，为啥川普当选了你跌了这么多？我还说昨天买点等你起飞呢","text":"$拼多多(PDD)$ 莫名其妙的跌，你这种人畜无害的国内穷人网购企业，为啥川普当选了你跌了这么多？我还说昨天买点等你起飞呢","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":6,"commentSize":4,"repostSize":0,"link":"https://laohu8.com/post/368110473195624","isVote":1,"tweetType":1,"viewCount":8871,"authorTweetTopStatus":1,"verified":2,"comments":[{"author":{"id":"3541708904593007","authorId":"3541708904593007","name":"巴韭特王多鱼分特","avatar":"https://static.laohu8.com/default-avatar.jpg","crmLevel":2,"crmLevelSwitch":0,"idStr":"3541708904593007","authorIdStr":"3541708904593007"},"content":"temu的问题","text":"temu的问题","html":"temu的问题"}],"imageCount":0,"langContent":"CN","totalScore":0},{"id":365591968665912,"gmtCreate":1730295919312,"gmtModify":1730295920812,"author":{"id":"3491261929425446","authorId":"3491261929425446","name":"wyxhouse","avatar":"https://static.tigerbbs.com/ec828a5130d36e2667fe73cc59f794ca","crmLevel":4,"crmLevelSwitch":1,"followedFlag":false,"idStr":"3491261929425446","authorIdStr":"3491261929425446"},"themes":[],"htmlText":"<a href=\"https://laohu8.com/S/SMCI\">$超微电脑(SMCI)$&nbsp;</a> 这个一下子30%吓着我了，这是诈尸了吗？哈哈😄","listText":"<a href=\"https://laohu8.com/S/SMCI\">$超微电脑(SMCI)$&nbsp;</a> 这个一下子30%吓着我了，这是诈尸了吗？哈哈😄","text":"$超微电脑(SMCI)$ 这个一下子30%吓着我了，这是诈尸了吗？哈哈😄","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":0,"commentSize":1,"repostSize":0,"link":"https://laohu8.com/post/365591968665912","isVote":1,"tweetType":1,"viewCount":3617,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"CN","totalScore":0},{"id":365256939954448,"gmtCreate":1730215280745,"gmtModify":1730215282647,"author":{"id":"3491261929425446","authorId":"3491261929425446","name":"wyxhouse","avatar":"https://static.tigerbbs.com/ec828a5130d36e2667fe73cc59f794ca","crmLevel":4,"crmLevelSwitch":1,"followedFlag":false,"idStr":"3491261929425446","authorIdStr":"3491261929425446"},"themes":[],"htmlText":"其实我挺相信他的就是赔了几万美金而已哈哈","listText":"其实我挺相信他的就是赔了几万美金而已哈哈","text":"其实我挺相信他的就是赔了几万美金而已哈哈","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":0,"commentSize":0,"repostSize":0,"link":"https://laohu8.com/post/365256939954448","repostId":"2479240380","repostType":2,"repost":{"id":"2479240380","kind":"news","pubTimestamp":1730201331,"share":"https://www.laohu8.com/m/news/2479240380?lang=zh_CN&edition=full","pubTime":"2024-10-29 19:28","market":"us","language":"zh","title":"他只是好赌成性！为梦想窒息的贾跃亭不是骗子","url":"https://stock-news.laohu8.com/highlight/detail?id=2479240380","media":"蓝鲸财经","summary":"在中国商业舞台上，贾跃亭一直是最具争议的人物，只要他一出现，互联网上铺天盖地的“骗子”声，必然如约而至。当然，得益于他“为梦想窒息”的自我标榜，贾跃亭也拥有一些支持者，称他为“追梦骑士”、“梦想的精神导师”。他还在视频中反复强调他不是骗子，要在两年内还清债务并回国。因为他确实不是骗子，就像他的自我辩解，“创业失败并不意味着是欺诈，如果真骗到了钱，可能早就消失在人们的视野中了”。","content":"<html><body><blockquote>\n<p>作者丨青橙财经 青苑</p>\n</blockquote>\n<p>在中国商业舞台上，贾跃亭一直是最具争议的人物，只要他一出现，互联网上铺天盖地的“骗子”声，必然如约而至。当然，得益于他“为梦想窒息”的自我标榜，贾跃亭也拥有一些支持者，称他为“追梦骑士”、“梦想的精神导师”。</p>\n<p>哪管天下众说纷纭，贾导师依旧我行我素。近日，贾跃亭发微博称：“我永远不会躺平，不会认输，更不会人间蒸发。我也希望鼓励更多的创业者，只要不放弃就不会输。”他还在视频中反复强调他不是骗子，要在两年内还清债务并回国。</p>\n<p><img src=\"http://img.jiemian.com/101/original/20241029/173016870795867300.png\"/></p>\n<p>*图源贾跃亭微博截图</p>\n<p>虽然实现起来难度颇大，但笔者相信这是贾跃亭的真实想法。因为他确实不是骗子，就像他的自我辩解，“创业失败并不意味着是欺诈，如果真骗到了钱，可能早就消失在人们的视野中了”。这话说的没错，圈钱跑路、人间蒸发的商业大佬小佬们，我们这些年见的太多了，而像贾跃亭这么执拗的骗子，的确少见。</p>\n<p>其实商场如赌场，贾跃亭就是这个赌场里最上头的赌徒，他的一切磕磕绊绊、是是非非，都源自他基因自带的好赌成性。</p>\n<p><strong>01</strong></p>\n<p><strong>“成也赌性，败也赌性”</strong></p>\n<p>作为一个从山西小县城走出的“赌王”，贾跃亭不仅在能力层面十分突出，更是在每一个重要的节点上，展现出惊人的疯狂与豪气。而这种赌性，或者说冒险特质，也正是成功企业家所必须的，只是与马云、王健林、孙宏斌这些大佬的稳扎稳打、保证现金流相比，贾跃亭则更加冒进。</p>\n<p>2001年，贾跃亭通过基站蓄电池市场，赚到人生第一桶金，也顺势开启了一年一个台阶的豪赌；</p>\n<p>2002年，贾跃亭出资70万成立山西西贝尔公司，拿到联通在山西的大半业务，并借通信业务完成巨大的人生飞跃，不到1年出资额增到2400万；</p>\n<p>2003年，贾跃亭来到北京，正式加入中国商业圈最大的赌桌，且起步十分顺利，与合伙人创业成立北京西贝尔，拿到北京网通的招投标项目。</p>\n<p>2004年，贾跃亭力排众议创建视频网站乐视网，并迅速摆平牌照、资金及资源三道难关，将个人能力充分展现，被圈内誉为“通关高手”。</p>\n<p>此后仅仅用了6年时间，乐视网就豪取国内电影、电视剧近70%的独家版权，成为名副其实的“屏幕一哥”，成功登陆创业板，并在2015年达到顶峰，市值高达1500多亿，超过当时的地产龙头万科近100亿。</p>\n<p><img src=\"http://img.jiemian.com/101/original/20241029/173016870813514100.png\"/></p>\n<p>*图源互联网</p>\n<p>也正是在这个过程中，贾跃亭将他的赌性基因展现的淋漓尽致，为了梦想，疯狂下注。</p>\n<p>当时做视频网站非常烧钱，与乐视同处该赛道的优酷、土豆、<a href=\"https://laohu8.com/S/IQ\">爱奇艺</a>都是烧钱大户，只是这几家没那么轴，最后实在撑不住了就果断抱大腿，爱奇艺投靠了<a href=\"https://laohu8.com/S/BIDU\">百度</a>，优酷、土豆则一猛子扎进了阿里的怀抱。</p>\n<p>但这肯定不是贾跃亭的选择，天生的赌徒会固执的认为自己能够逆风翻盘。</p>\n<p>版权买不起，硬实力拼不过BAT怎么办？那就自己拍电视剧，自己制作内容。不过会计出身的贾跃亭盘算了一下，2016年计划筹拍的53部电视剧，需要投资150亿，资金上还是捉襟见肘。</p>\n<p>于是贾跃亭决定闯入传统家电圈子，乐视彩电迅速推出。不过现实很骨感，在一众彩电巨头和BAT的合力围剿下，贾跃亭输得很惨，彻底让乐视帝国深陷危机、大厦将倾；而紧接着的乐视手机，自然也是相同的命运。此时的贾跃亭，面对雪崩式的资金链危机回天乏力，国内的牌桌上已经容不下他了。</p>\n<p><img src=\"http://img.jiemian.com/101/original/20241029/173016870830483400.png\"/></p>\n<p>*图源互联网</p>\n<p>一位曾经在乐视供职的圈内人士说：“老贾太偏执于自己的商业帝国梦想，不知道及时止盈和及时止损，这种搏命的赌法，赢的概率太小了。”</p>\n<p>而上头的贾跃亭在稍微冷静一些后，也意识到这个问题，他在接受采访时表示：“自己最值得反思的地方还是冒进，方向是对的，生态战略是对的，但是节奏上完全错误，应该循序渐进。”</p>\n<p>02</p>\n<p>“FF已是贾跃亭最后的赌局”</p>\n<p>在一众投资人、股民和网友的目瞪口呆中，贾跃亭跑路了，而赌徒对于输赢的计较，让他跑得毫不拖泥带水。至于丢不丢人这种事儿，贾跃亭已经顾不上了，他只是不甘心彻底地出局，不甘心梦想戛然而止。</p>\n<p>而且贾跃亭一直坚信：“只要战略足够前瞻、足够领先，产品足够颠覆，有足够的用户价值，只要你的组织能力足够强，只要能把事做出来，资金自然会追随而来。”所以，既然国内玩不下去了，那就在美国另开一局，而FF就是他最后的筹码。</p>\n<p>其实早在2014年，贾跃亭就将汽车纳入了他的乐视生态中，在美国加州投资创立了一家名为法拉第未来的新能源汽车公司。不过他肯定没想到，原本生态战略的一环，三年后竟成了延续他赌徒生涯的救命稻草。</p>\n<p>但造车之路也并不平坦。从2017年第一款车FF91亮相拉斯维加斯，到2023年3月宣布正式启动FF 91 Futurist车型的</p>\n<p><img src=\"http://img.jiemian.com/101/original/20241029/173016870854278400.png\"/></p>\n<p>*图源乐视活动现场</p>\n<p>量产，时间跨度6年之久。对比当下国内新能源汽车市场的“上市即交付”，FF效率低得让人胃疼。而且在这期间，贾跃亭经历了大规模的质疑嘲讽、公司的控制权之争，迎来了法拉第未来的纳斯达克挂牌上市，以及上市之后不久的差点儿被摘牌，可谓是“六年造车路，一把辛酸泪”。</p>\n<p>但贾跃亭对此另有解读，算上跑路之前的3年，他感叹：“九年，为梦想窒息，终于迎来巅峰时刻。”</p>\n<p>不过巅峰未到，窒息依旧，贾导师的意气风发终难抵现实的残酷。截至今年8月份FF发布二季度财报，一年多的时间过去了，FF 91 Futurist车型销量却仅为13台。“未来，我们的用户画像在规模上应类似于<a href=\"https://laohu8.com/S/RR..UK\">劳斯莱斯</a>、<a href=\"https://laohu8.com/S/RACE\">法拉利</a>、宾利和迈巴赫。这些品牌每年的销售量总计为5.5万辆。”对比曾经的豪言壮语，贾跃亭的逆风翻盘实在是遥遥无期。</p>\n<p>不过“输人不输阵”贾跃亭，嘴上的功夫依然了得，向资本市场讲故事的能力依然出众。</p>\n<p>他在视频中说：“虽然销量数据不好看，但这些车是经历了无数磨难才诞生的、完全原创创新的塔尖产品，具备非凡的颠覆性的意义。”</p>\n<p>另外，自上市以来，法拉第未来因销量不佳、深陷亏损，股价保持低位，还因未能及时提交财务报告等缘故，多次遭遇退市危机，并一度面临资金链断裂的风险，但都被贾跃亭一一化解。据不完全统计，法拉第未来的总融资额已远超50亿美元。</p>\n<p>一边疯狂烧钱，一边到处找钱，贾跃亭用尽全力维系着最后的筹码，但即使再缺钱，他也没有出卖梦想。贾跃亭在视频中透露，他曾拒绝了恒大提出的200多亿人民币的收购提议，因为这意味着放弃FF的控制权，他认为这将导致FF无法成功。其实潜台词就是：你可以入股我的梦想，但不能夺走我的筹码。</p>\n<p><img src=\"http://img.jiemian.com/101/original/20241029/173016870877568100.png\"/></p>\n<p>*图源互联网</p>\n<p>一位混迹国内新能源车企的资深人士告诉笔者，他一直关注FF，认为“FF目前靠一口仙气吊着，谈不上多靠谱，但他的造车理念并不落后，而且从已经卖出10几辆车这点看，与那些纯画饼吹牛的骗子比，贾跃亭是真想做成这件事，也具备这个能力，成功尚存一线希望。”</p>\n<p>03</p>\n<p>“回国之路多曲折，两年真的够吗？”</p>\n<p>对这场最后的赌局来说，一线希望远远不够。所以贾跃亭摒弃了下周回国的段子，用“两年期限”为自己加压，并积极的付诸行动。</p>\n<p>行动一，就是“个人IP商业化”。经过5个多月筹划，贾跃亭宣布携手合伙人共同成立的全球IP商业化公司——“成长吧！奋斗者”，并已在美国和中国注册成立。他甚至颇为坦白的表示，“有些迫于无奈，支持FF和还债是创立这家公司的初心”，所以决定将其持有的“成长吧！奋斗者”10%股份赠予FF；同时承诺“成长吧！奋斗者”所获收益的50%将注资到FF，50%用来清偿国内债务。</p>\n<p>造车加还债，看上去的确很美，但“成长吧！奋斗者”如何能担此重任？通俗点说，这个IP公司就是通过招募明星、网红，在美国帮中国公司带货，在中国帮美国公司带货。而这种直播电商模式，与通过直播还债的罗永浩极为相似，但是老罗玩命干了那么多年，也不过还了8亿多，这对于贾跃亭的百亿债务和烧钱巨坑的造车来说，绝对是杯水车薪。</p>\n<p>行动二，就是贾跃亭不久前宣布，将推出更加大众化的电动车品牌Faraday X，同时该品牌计划推出两款车型FX5和FX6，其中FX5预计定价在2-3万美元，FX6定价3-5万美元，首款车型计划在2025年下线。</p>\n<p><img src=\"http://img.jiemian.com/101/original/20241029/17301687092805400.png\"/></p>\n<p>*图源互联网</p>\n<p>高端的梦想放下身段，更加亲民了，但未来并不会因此变乐观。纵观FF风雨飘摇的这些年，产能不足和资金短缺始终是困扰贾跃亭造车梦的最大阻碍，与“成长吧！奋斗者”相比，贾跃亭其实更需要“快来吧！投资者”。</p>\n<p>在笔者看来，“两年期限”的自我加压，贾跃亭未必真的在乎。对真正的赌徒来说，承诺远不如输赢的结果重要，更不如赌的过程令人兴奋。但我们同样应该相信，如果贾跃亭幸运的抓住那一丝希望，翻盘成功，大概率会兑现他的承诺。</p>\n<p>然后，再开一局，在结果未补的刺激与欲望的彻底释放中，迎来又一波“为梦想窒息”的快感！</p>\n</body></html>","source":"lanjinger_stock","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>他只是好赌成性！为梦想窒息的贾跃亭不是骗子</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他只是好赌成性！为梦想窒息的贾跃亭不是骗子\n</h2>\n\n<h4 class=\"meta\">\n\n\n2024-10-29 19:28 北京时间&nbsp;&nbsp;&nbsp;<a href=https://www.lanjinger.com/d/243267><strong>蓝鲸财经</strong></a>\n\n\n</h4>\n\n</header>\n<article>\n<div>\n<p>作者丨青橙财经 青苑\n\n在中国商业舞台上，贾跃亭一直是最具争议的人物，只要他一出现，互联网上铺天盖地的“骗子”声，必然如约而至。当然，得益于他“为梦想窒息”的自我标榜，贾跃亭也拥有一些支持者，称他为“追梦骑士”、“梦想的精神导师”。\n哪管天下众说纷纭，贾导师依旧我行我素。近日，贾跃亭发微博称：“我永远不会躺平，不会认输，更不会人间蒸发。我也希望鼓励更多的创业者，只要不放弃就不会输。”他还在视频中...</p>\n\n<a href=\"https://www.lanjinger.com/d/243267\">网页链接</a>\n\n</div>\n\n\n</article>\n</div>\n</body>\n</html>\n","type":0,"thumbnail":"","relate_stocks":{"BK4547":"WSB热门概念","BK4555":"新能源车","BK4099":"汽车制造商"},"source_url":"https://www.lanjinger.com/d/243267","is_english":false,"share_image_url":"https://static.laohu8.com/e9f99090a1c2ed51c021029395664489","article_id":"2479240380","content_text":"作者丨青橙财经 青苑\n\n在中国商业舞台上，贾跃亭一直是最具争议的人物，只要他一出现，互联网上铺天盖地的“骗子”声，必然如约而至。当然，得益于他“为梦想窒息”的自我标榜，贾跃亭也拥有一些支持者，称他为“追梦骑士”、“梦想的精神导师”。\n哪管天下众说纷纭，贾导师依旧我行我素。近日，贾跃亭发微博称：“我永远不会躺平，不会认输，更不会人间蒸发。我也希望鼓励更多的创业者，只要不放弃就不会输。”他还在视频中反复强调他不是骗子，要在两年内还清债务并回国。\n\n*图源贾跃亭微博截图\n虽然实现起来难度颇大，但笔者相信这是贾跃亭的真实想法。因为他确实不是骗子，就像他的自我辩解，“创业失败并不意味着是欺诈，如果真骗到了钱，可能早就消失在人们的视野中了”。这话说的没错，圈钱跑路、人间蒸发的商业大佬小佬们，我们这些年见的太多了，而像贾跃亭这么执拗的骗子，的确少见。\n其实商场如赌场，贾跃亭就是这个赌场里最上头的赌徒，他的一切磕磕绊绊、是是非非，都源自他基因自带的好赌成性。\n01\n“成也赌性，败也赌性”\n作为一个从山西小县城走出的“赌王”，贾跃亭不仅在能力层面十分突出，更是在每一个重要的节点上，展现出惊人的疯狂与豪气。而这种赌性，或者说冒险特质，也正是成功企业家所必须的，只是与马云、王健林、孙宏斌这些大佬的稳扎稳打、保证现金流相比，贾跃亭则更加冒进。\n2001年，贾跃亭通过基站蓄电池市场，赚到人生第一桶金，也顺势开启了一年一个台阶的豪赌；\n2002年，贾跃亭出资70万成立山西西贝尔公司，拿到联通在山西的大半业务，并借通信业务完成巨大的人生飞跃，不到1年出资额增到2400万；\n2003年，贾跃亭来到北京，正式加入中国商业圈最大的赌桌，且起步十分顺利，与合伙人创业成立北京西贝尔，拿到北京网通的招投标项目。\n2004年，贾跃亭力排众议创建视频网站乐视网，并迅速摆平牌照、资金及资源三道难关，将个人能力充分展现，被圈内誉为“通关高手”。\n此后仅仅用了6年时间，乐视网就豪取国内电影、电视剧近70%的独家版权，成为名副其实的“屏幕一哥”，成功登陆创业板，并在2015年达到顶峰，市值高达1500多亿，超过当时的地产龙头万科近100亿。\n\n*图源互联网\n也正是在这个过程中，贾跃亭将他的赌性基因展现的淋漓尽致，为了梦想，疯狂下注。\n当时做视频网站非常烧钱，与乐视同处该赛道的优酷、土豆、爱奇艺都是烧钱大户，只是这几家没那么轴，最后实在撑不住了就果断抱大腿，爱奇艺投靠了百度，优酷、土豆则一猛子扎进了阿里的怀抱。\n但这肯定不是贾跃亭的选择，天生的赌徒会固执的认为自己能够逆风翻盘。\n版权买不起，硬实力拼不过BAT怎么办？那就自己拍电视剧，自己制作内容。不过会计出身的贾跃亭盘算了一下，2016年计划筹拍的53部电视剧，需要投资150亿，资金上还是捉襟见肘。\n于是贾跃亭决定闯入传统家电圈子，乐视彩电迅速推出。不过现实很骨感，在一众彩电巨头和BAT的合力围剿下，贾跃亭输得很惨，彻底让乐视帝国深陷危机、大厦将倾；而紧接着的乐视手机，自然也是相同的命运。此时的贾跃亭，面对雪崩式的资金链危机回天乏力，国内的牌桌上已经容不下他了。\n\n*图源互联网\n一位曾经在乐视供职的圈内人士说：“老贾太偏执于自己的商业帝国梦想，不知道及时止盈和及时止损，这种搏命的赌法，赢的概率太小了。”\n而上头的贾跃亭在稍微冷静一些后，也意识到这个问题，他在接受采访时表示：“自己最值得反思的地方还是冒进，方向是对的，生态战略是对的，但是节奏上完全错误，应该循序渐进。”\n02\n“FF已是贾跃亭最后的赌局”\n在一众投资人、股民和网友的目瞪口呆中，贾跃亭跑路了，而赌徒对于输赢的计较，让他跑得毫不拖泥带水。至于丢不丢人这种事儿，贾跃亭已经顾不上了，他只是不甘心彻底地出局，不甘心梦想戛然而止。\n而且贾跃亭一直坚信：“只要战略足够前瞻、足够领先，产品足够颠覆，有足够的用户价值，只要你的组织能力足够强，只要能把事做出来，资金自然会追随而来。”所以，既然国内玩不下去了，那就在美国另开一局，而FF就是他最后的筹码。\n其实早在2014年，贾跃亭就将汽车纳入了他的乐视生态中，在美国加州投资创立了一家名为法拉第未来的新能源汽车公司。不过他肯定没想到，原本生态战略的一环，三年后竟成了延续他赌徒生涯的救命稻草。\n但造车之路也并不平坦。从2017年第一款车FF91亮相拉斯维加斯，到2023年3月宣布正式启动FF 91 Futurist车型的\n\n*图源乐视活动现场\n量产，时间跨度6年之久。对比当下国内新能源汽车市场的“上市即交付”，FF效率低得让人胃疼。而且在这期间，贾跃亭经历了大规模的质疑嘲讽、公司的控制权之争，迎来了法拉第未来的纳斯达克挂牌上市，以及上市之后不久的差点儿被摘牌，可谓是“六年造车路，一把辛酸泪”。\n但贾跃亭对此另有解读，算上跑路之前的3年，他感叹：“九年，为梦想窒息，终于迎来巅峰时刻。”\n不过巅峰未到，窒息依旧，贾导师的意气风发终难抵现实的残酷。截至今年8月份FF发布二季度财报，一年多的时间过去了，FF 91 Futurist车型销量却仅为13台。“未来，我们的用户画像在规模上应类似于劳斯莱斯、法拉利、宾利和迈巴赫。这些品牌每年的销售量总计为5.5万辆。”对比曾经的豪言壮语，贾跃亭的逆风翻盘实在是遥遥无期。\n不过“输人不输阵”贾跃亭，嘴上的功夫依然了得，向资本市场讲故事的能力依然出众。\n他在视频中说：“虽然销量数据不好看，但这些车是经历了无数磨难才诞生的、完全原创创新的塔尖产品，具备非凡的颠覆性的意义。”\n另外，自上市以来，法拉第未来因销量不佳、深陷亏损，股价保持低位，还因未能及时提交财务报告等缘故，多次遭遇退市危机，并一度面临资金链断裂的风险，但都被贾跃亭一一化解。据不完全统计，法拉第未来的总融资额已远超50亿美元。\n一边疯狂烧钱，一边到处找钱，贾跃亭用尽全力维系着最后的筹码，但即使再缺钱，他也没有出卖梦想。贾跃亭在视频中透露，他曾拒绝了恒大提出的200多亿人民币的收购提议，因为这意味着放弃FF的控制权，他认为这将导致FF无法成功。其实潜台词就是：你可以入股我的梦想，但不能夺走我的筹码。\n\n*图源互联网\n一位混迹国内新能源车企的资深人士告诉笔者，他一直关注FF，认为“FF目前靠一口仙气吊着，谈不上多靠谱，但他的造车理念并不落后，而且从已经卖出10几辆车这点看，与那些纯画饼吹牛的骗子比，贾跃亭是真想做成这件事，也具备这个能力，成功尚存一线希望。”\n03\n“回国之路多曲折，两年真的够吗？”\n对这场最后的赌局来说，一线希望远远不够。所以贾跃亭摒弃了下周回国的段子，用“两年期限”为自己加压，并积极的付诸行动。\n行动一，就是“个人IP商业化”。经过5个多月筹划，贾跃亭宣布携手合伙人共同成立的全球IP商业化公司——“成长吧！奋斗者”，并已在美国和中国注册成立。他甚至颇为坦白的表示，“有些迫于无奈，支持FF和还债是创立这家公司的初心”，所以决定将其持有的“成长吧！奋斗者”10%股份赠予FF；同时承诺“成长吧！奋斗者”所获收益的50%将注资到FF，50%用来清偿国内债务。\n造车加还债，看上去的确很美，但“成长吧！奋斗者”如何能担此重任？通俗点说，这个IP公司就是通过招募明星、网红，在美国帮中国公司带货，在中国帮美国公司带货。而这种直播电商模式，与通过直播还债的罗永浩极为相似，但是老罗玩命干了那么多年，也不过还了8亿多，这对于贾跃亭的百亿债务和烧钱巨坑的造车来说，绝对是杯水车薪。\n行动二，就是贾跃亭不久前宣布，将推出更加大众化的电动车品牌Faraday X，同时该品牌计划推出两款车型FX5和FX6，其中FX5预计定价在2-3万美元，FX6定价3-5万美元，首款车型计划在2025年下线。\n\n*图源互联网\n高端的梦想放下身段，更加亲民了，但未来并不会因此变乐观。纵观FF风雨飘摇的这些年，产能不足和资金短缺始终是困扰贾跃亭造车梦的最大阻碍，与“成长吧！奋斗者”相比，贾跃亭其实更需要“快来吧！投资者”。\n在笔者看来，“两年期限”的自我加压，贾跃亭未必真的在乎。对真正的赌徒来说，承诺远不如输赢的结果重要，更不如赌的过程令人兴奋。但我们同样应该相信，如果贾跃亭幸运的抓住那一丝希望，翻盘成功，大概率会兑现他的承诺。\n然后，再开一局，在结果未补的刺激与欲望的彻底释放中，迎来又一波“为梦想窒息”的快感！","news_type":1,"symbols_score_info":{"FFIE":1}},"isVote":1,"tweetType":1,"viewCount":2696,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"CN","totalScore":0},{"id":361382198505544,"gmtCreate":1729246707959,"gmtModify":1729250792394,"author":{"id":"3491261929425446","authorId":"3491261929425446","name":"wyxhouse","avatar":"https://static.tigerbbs.com/ec828a5130d36e2667fe73cc59f794ca","crmLevel":4,"crmLevelSwitch":1,"followedFlag":false,"idStr":"3491261929425446","authorIdStr":"3491261929425446"},"themes":[],"htmlText":"<a href=\"https://laohu8.com/S/TSLA\">$特斯拉(TSLA)$&nbsp;</a><v-v data-views=\"1\"></v-v> 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马斯克我信任，股价一定会风起云涌","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":3,"commentSize":0,"repostSize":0,"link":"https://laohu8.com/post/359011189325952","isVote":1,"tweetType":1,"viewCount":2459,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"CN","totalScore":0},{"id":206762538004536,"gmtCreate":1691508613187,"gmtModify":1691508614614,"author":{"id":"3491261929425446","authorId":"3491261929425446","name":"wyxhouse","avatar":"https://static.tigerbbs.com/ec828a5130d36e2667fe73cc59f794ca","crmLevel":4,"crmLevelSwitch":1,"followedFlag":false,"idStr":"3491261929425446","authorIdStr":"3491261929425446"},"themes":[],"htmlText":"碧桂园绝对是下一个恒大","listText":"碧桂园绝对是下一个恒大","text":"碧桂园绝对是下一个恒大","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":3,"commentSize":0,"repostSize":0,"link":"https://laohu8.com/post/206762538004536","repostId":"1133442111","repostType":4,"repost":{"id":"1133442111","kind":"news","pubTimestamp":1691503784,"share":"https://www.laohu8.com/m/news/1133442111?lang=zh_CN&edition=full","pubTime":"2023-08-08 22:09","market":"hk","language":"zh","title":"碧桂园，中国最大民营房企走到命运的十字路口","url":"https://stock-news.laohu8.com/highlight/detail?id=1133442111","media":"华尔街见闻","summary":"未来一个月里，仍有机会守住自己的信用。","content":"<html><head></head><body><p>作者 | 曹安浔</p><p style=\"text-align: justify;\">中国最大民营房企碧桂园再次走到了命运的十字路口。</p><p style=\"text-align: justify;\">8月8日，碧桂园应于8月7日支付的两笔美元债利息、合计约2250万美元未支付。碧桂园方面对此表示，利息支付有30天付息宽限期，公司目前仍在积极优化资金安排，努力保障债权人的合法权益。</p><p style=\"text-align: justify;\">这意味着碧桂园并未发生实质违约，未来一个月里，仍有机会守住自己的信用。</p><p style=\"text-align: justify;\">在去年遭遇空头袭击，努力守住自己的信用后，这家头部民营房企面临最关键的一个月。</p><p style=\"text-align: justify;\">碧桂园内部人士则对华尔街见闻表示，对8月市场行情回暖表示看好，公司也会在未来一个月有更多行动，努力守住公司的安全底线。</p><h2 id=\"id_220249498\" style=\"text-align: start;\">大势</h2><p style=\"text-align: justify;\">碧桂园目前遇到的问题，有很强的行业背景。</p><p style=\"text-align: justify;\">在开年小阳春过后，房企销售持续转弱，在7月出现二次探底；民营房企融资端在冰封两个月后，出现破冰迹象，但得到支持的民营房企、金额仍在少数。</p><p style=\"text-align: justify;\">克而瑞数据显示，刚刚过去的7月是近年来楼市最冷的一个月，无论民营房企，还是央国企普遍销量大幅下滑。据克而瑞监测，7月重点30城新房成交面积为1104万平方米，创5年来同期新低，环比下降33%，同比下降37%，自3月放量后，已“四连跌”。</p><p style=\"text-align: justify;\">销售额和再融资环境的持续低迷，以及资金监管的影响，让大多数房企流动性承压。碧桂园也不例外。</p><p style=\"text-align: justify;\">碧桂园财报显示，截至去年底，其可动用现金为1475.5亿元，其中预售监管资金在600亿元的水平。在持续守信用，按期甚至提前偿付债券后，碧桂园账面可动用资金持续减少。</p><p style=\"text-align: justify;\">过去两个月销售业绩下滑，加剧了这种情形。今年7月，碧桂园权益销售金额约为120.7亿元，同比下滑59.92%。不过以权益销售额1387.5亿元，位列房企第5。</p><p style=\"text-align: justify;\">熟悉碧桂园的投融资人士表示，这种情况下，碧桂园一直在设法拓展融资渠道。</p><p style=\"text-align: justify;\">在机构支持下，碧桂园于7月20日得到35.83亿港元及3.89亿美元的双币定期贷款融资，用以再融资。</p><p style=\"text-align: justify;\">随后，碧桂园把配股融资，纳入了清单中。8月1日，有机构接到碧桂园发行文件，碧桂园计划配售18亿股份，募资约23.4亿港元。不过碧桂园随后公告，尚未就配股交易签订最终协议，碧桂园近期也不考虑配股。</p><p style=\"text-align: justify;\">接近碧桂园人士表示，碧桂园确实把配股提上日程，并咨询了多家机构。不过各方在配股时机上未达成一致，该计划也随之暂时搁置。</p><p style=\"text-align: justify;\">碧桂园也一直努力守住自己的信用。其先是在7月27日提前汇出资金，以偿付在8月1日到期的人民币债券、存续规模约为22亿元人民币的“19碧地02”； 接着碧桂园在8月7日，提前兑付未回售的“20碧地02”本息，该债券剩余本息原定在8月10日到期。</p><p style=\"text-align: justify;\">也是由此，不少投资者在行业下行、探底的情况下，依旧对碧桂园有信心。近期市场上不断传出关于碧桂园的一系列传闻，碧桂园方面也会及时对相关传闻辟谣、解释，以减少这些传闻的影响。只是最终，碧桂园还是遭遇阶段性流动性压力难题。</p><h2 id=\"id_3966936037\" style=\"text-align: start;\">转机</h2><p style=\"text-align: justify;\">今年以来，即便是国企、央企，也在经历了年初的乐观后，不得不面对近两个月的低迷，如中海、华润等。这轮市场调整之深、幅度之烈，超出了很多房企大佬们的想象。</p><p style=\"text-align: justify;\">碧桂园仍在坚持解决问题。在7月初的内部会议上，碧桂园管理层强调，坚持就是胜利，聚焦保障企业安全，继续全力以赴完成“保交楼”政治任务，在行业大考中践行初心使命。</p><p style=\"text-align: justify;\">守住企业信用，是保障企业安全的题中应有之义。</p><p style=\"text-align: justify;\">也有机构人士认为，当下投资者对于债务展期的态度已不像此前一样刻板，对还能坚持至今的房企，在给出不错展期条件的情况下，也愿意给予支持。从企业角度，碧桂园已经做得不错。</p><p style=\"text-align: justify;\">IPG中国首席经济学家柏文喜认为，碧桂园的资产状况和财务状况优于很多房企，是有机会获得转机的。</p><p style=\"text-align: justify;\">近期，房地产政策已经出现重大利好。自住建部发声后，北、上、广、深四座一线城市相关部门都表态，会支持居民住房需求；郑州也在8月3日打响优化楼市政策的第一枪推行 “认房不认贷”、暂停限售政策，南京等城市也很快跟上。</p><p style=\"text-align: justify;\">市场在经历了7月的寒冷后，逐渐有了暖意。包括克而瑞研究中心在内机构统计数据显示，上周（7月31日至8月6日）重点监测城市楼市低位盘整，包括郑州、南京在内的城市，则在发布“稳楼市”政策后，新房、二手房交易都出现提振。其中，南京和长沙新房环比涨幅均超四成。</p><p style=\"text-align: justify;\">并且<strong>随着“金九银十”的到来，华尔街见闻从多家房企处了解到，他们接下来几个月的推盘计划也比上半年更加积极。在供需两侧，楼市有望逐渐回暖，提振市场信心。</strong></p><p style=\"text-align: justify;\">中信建投证券地产竺劲认为，伴随政策持续落地落实，7月销售和融资状况应视作今年的底部位置，后续都会出现改善。</p><p style=\"text-align: justify;\">易居集团CEO丁祖昱预计，宽松的房地产支持政策，正酝酿待发。更多核心一二线城市将加入松绑、调整队伍中来，并成为松绑主力军。接下来的8月供应预期有所回升，将带动成交止跌。</p><p style=\"text-align: justify;\"><strong>万科集团创始人王石也看到了民营企业的悲情与坚持。他在近期表态称，中国房地产目前处于调整期，会面临如流动性问题在内的诸多挑战。但中国有着庞大的市场，同时相关政策的出台，相信可以克服挑战。</strong></p><p style=\"text-align: justify;\">在未来一个月里，市场信心回暖，融资端获得更多支持等，这些外部条件，将决定碧桂园这家过去两年市场调整中，龙头民营房企的“幸存者”，能否再次上演奇迹。</p><p style=\"text-align: justify;\">有投资者直言，如果碧桂园度过难关，对于企业、市场来说，无疑是极其提振信心的。而信心，也是让房企走出低迷，经济大环境企稳、回暖的关键所在。</p></body></html>","source":"live_wallstreetcn","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>碧桂园，中国最大民营房企走到命运的十字路口</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; 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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\">\n碧桂园，中国最大民营房企走到命运的十字路口\n</h2>\n\n<h4 class=\"meta\">\n\n\n2023-08-08 22:09 北京时间&nbsp;&nbsp;&nbsp;<a href=https://wallstreetcn.com/articles/3695083><strong>华尔街见闻</strong></a>\n\n\n</h4>\n\n</header>\n<article>\n<div>\n<p>作者 | 曹安浔中国最大民营房企碧桂园再次走到了命运的十字路口。8月8日，碧桂园应于8月7日支付的两笔美元债利息、合计约2250万美元未支付。碧桂园方面对此表示，利息支付有30天付息宽限期，公司目前仍在积极优化资金安排，努力保障债权人的合法权益。这意味着碧桂园并未发生实质违约，未来一个月里，仍有机会守住自己的信用。在去年遭遇空头袭击，努力守住自己的信用后，这家头部民营房企面临最关键的一个月。碧桂园...</p>\n\n<a href=\"https://wallstreetcn.com/articles/3695083\">网页链接</a>\n\n</div>\n\n\n</article>\n</div>\n</body>\n</html>\n","type":0,"thumbnail":"https://static.tigerbbs.com/5beb77b981414edca99c08c213b96e86","relate_stocks":{"06098":"碧桂园服务","02007":"碧桂园"},"source_url":"https://wallstreetcn.com/articles/3695083","is_english":false,"share_image_url":"https://static.laohu8.com/cc96873d3d23ee6ac10685520df9c100","article_id":"1133442111","content_text":"作者 | 曹安浔中国最大民营房企碧桂园再次走到了命运的十字路口。8月8日，碧桂园应于8月7日支付的两笔美元债利息、合计约2250万美元未支付。碧桂园方面对此表示，利息支付有30天付息宽限期，公司目前仍在积极优化资金安排，努力保障债权人的合法权益。这意味着碧桂园并未发生实质违约，未来一个月里，仍有机会守住自己的信用。在去年遭遇空头袭击，努力守住自己的信用后，这家头部民营房企面临最关键的一个月。碧桂园内部人士则对华尔街见闻表示，对8月市场行情回暖表示看好，公司也会在未来一个月有更多行动，努力守住公司的安全底线。大势碧桂园目前遇到的问题，有很强的行业背景。在开年小阳春过后，房企销售持续转弱，在7月出现二次探底；民营房企融资端在冰封两个月后，出现破冰迹象，但得到支持的民营房企、金额仍在少数。克而瑞数据显示，刚刚过去的7月是近年来楼市最冷的一个月，无论民营房企，还是央国企普遍销量大幅下滑。据克而瑞监测，7月重点30城新房成交面积为1104万平方米，创5年来同期新低，环比下降33%，同比下降37%，自3月放量后，已“四连跌”。销售额和再融资环境的持续低迷，以及资金监管的影响，让大多数房企流动性承压。碧桂园也不例外。碧桂园财报显示，截至去年底，其可动用现金为1475.5亿元，其中预售监管资金在600亿元的水平。在持续守信用，按期甚至提前偿付债券后，碧桂园账面可动用资金持续减少。过去两个月销售业绩下滑，加剧了这种情形。今年7月，碧桂园权益销售金额约为120.7亿元，同比下滑59.92%。不过以权益销售额1387.5亿元，位列房企第5。熟悉碧桂园的投融资人士表示，这种情况下，碧桂园一直在设法拓展融资渠道。在机构支持下，碧桂园于7月20日得到35.83亿港元及3.89亿美元的双币定期贷款融资，用以再融资。随后，碧桂园把配股融资，纳入了清单中。8月1日，有机构接到碧桂园发行文件，碧桂园计划配售18亿股份，募资约23.4亿港元。不过碧桂园随后公告，尚未就配股交易签订最终协议，碧桂园近期也不考虑配股。接近碧桂园人士表示，碧桂园确实把配股提上日程，并咨询了多家机构。不过各方在配股时机上未达成一致，该计划也随之暂时搁置。碧桂园也一直努力守住自己的信用。其先是在7月27日提前汇出资金，以偿付在8月1日到期的人民币债券、存续规模约为22亿元人民币的“19碧地02”； 接着碧桂园在8月7日，提前兑付未回售的“20碧地02”本息，该债券剩余本息原定在8月10日到期。也是由此，不少投资者在行业下行、探底的情况下，依旧对碧桂园有信心。近期市场上不断传出关于碧桂园的一系列传闻，碧桂园方面也会及时对相关传闻辟谣、解释，以减少这些传闻的影响。只是最终，碧桂园还是遭遇阶段性流动性压力难题。转机今年以来，即便是国企、央企，也在经历了年初的乐观后，不得不面对近两个月的低迷，如中海、华润等。这轮市场调整之深、幅度之烈，超出了很多房企大佬们的想象。碧桂园仍在坚持解决问题。在7月初的内部会议上，碧桂园管理层强调，坚持就是胜利，聚焦保障企业安全，继续全力以赴完成“保交楼”政治任务，在行业大考中践行初心使命。守住企业信用，是保障企业安全的题中应有之义。也有机构人士认为，当下投资者对于债务展期的态度已不像此前一样刻板，对还能坚持至今的房企，在给出不错展期条件的情况下，也愿意给予支持。从企业角度，碧桂园已经做得不错。IPG中国首席经济学家柏文喜认为，碧桂园的资产状况和财务状况优于很多房企，是有机会获得转机的。近期，房地产政策已经出现重大利好。自住建部发声后，北、上、广、深四座一线城市相关部门都表态，会支持居民住房需求；郑州也在8月3日打响优化楼市政策的第一枪推行 “认房不认贷”、暂停限售政策，南京等城市也很快跟上。市场在经历了7月的寒冷后，逐渐有了暖意。包括克而瑞研究中心在内机构统计数据显示，上周（7月31日至8月6日）重点监测城市楼市低位盘整，包括郑州、南京在内的城市，则在发布“稳楼市”政策后，新房、二手房交易都出现提振。其中，南京和长沙新房环比涨幅均超四成。并且随着“金九银十”的到来，华尔街见闻从多家房企处了解到，他们接下来几个月的推盘计划也比上半年更加积极。在供需两侧，楼市有望逐渐回暖，提振市场信心。中信建投证券地产竺劲认为，伴随政策持续落地落实，7月销售和融资状况应视作今年的底部位置，后续都会出现改善。易居集团CEO丁祖昱预计，宽松的房地产支持政策，正酝酿待发。更多核心一二线城市将加入松绑、调整队伍中来，并成为松绑主力军。接下来的8月供应预期有所回升，将带动成交止跌。万科集团创始人王石也看到了民营企业的悲情与坚持。他在近期表态称，中国房地产目前处于调整期，会面临如流动性问题在内的诸多挑战。但中国有着庞大的市场，同时相关政策的出台，相信可以克服挑战。在未来一个月里，市场信心回暖，融资端获得更多支持等，这些外部条件，将决定碧桂园这家过去两年市场调整中，龙头民营房企的“幸存者”，能否再次上演奇迹。有投资者直言，如果碧桂园度过难关，对于企业、市场来说，无疑是极其提振信心的。而信心，也是让房企走出低迷，经济大环境企稳、回暖的关键所在。","news_type":1,"symbols_score_info":{"02007":1.1,"06098":1.1}},"isVote":1,"tweetType":1,"viewCount":2318,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"CN","totalScore":0},{"id":235667,"gmtCreate":1533523690050,"gmtModify":1704769402105,"author":{"id":"3491261929425446","authorId":"3491261929425446","name":"wyxhouse","avatar":"https://static.tigerbbs.com/ec828a5130d36e2667fe73cc59f794ca","crmLevel":4,"crmLevelSwitch":1,"followedFlag":false,"idStr":"3491261929425446","authorIdStr":"3491261929425446"},"themes":[],"htmlText":"$映客(03700)$这tm的股票，让我跌了45%以上什么tm东西啊","listText":"$映客(03700)$这tm的股票，让我跌了45%以上什么tm东西啊","text":"$映客(03700)$这tm的股票，让我跌了45%以上什么tm东西啊","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":1,"commentSize":1,"repostSize":0,"link":"https://laohu8.com/post/235667","isVote":1,"tweetType":1,"viewCount":4083,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"CN","totalScore":0}],"lives":[]}