日本短线哥的个人主页 - 老虎社区

日本短线哥

日本短线哥

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日本短线哥

2020-11-26

$陆金所(LU)$财报超级好，下个月初好财报拉爆空头，然后26进发。

日本短线哥

2021-05-30

$ContextLogic Inc.(WISH)$有个暴富花的自己做头像的用户，这人很恶心，天天唱空wish，自己却不敢做空wish，不看好就做空啊，还叫人割肉去买中概股，看你长相真是面由心生。

日本短线哥

2021-06-18

$ContextLogic Inc.(WISH)$7块钱的本随便你怎么搞就是不卖涨跌与我无关

日本短线哥

2021-06-09

$ContextLogic Inc.(WISH)$最低点买最高点卖

日本短线哥

2020-06-22

$Sea Ltd(SE)$$Sea Ltd(SE)$ 这公司用户量10亿级别覆盖东南亚各国加南美洲各国，都是未来高速发展的低洼潜力国家。代理了大部分腾讯的游戏，目前游戏业务已经盈利，电商业务类似淘宝的C2C中低端模式，非常符合发展中国家人群消费需求，电商业务在烧钱补贴亏损赚用户粘性。移动支付业务,是唯一一个拥有全牌照的公司。说白了就是10年前的腾讯+淘宝+支付宝

日本短线哥

2021-06-17

$ContextLogic Inc.(WISH)$那个暴富花顶多是一个开c店的宝妈，全职在家带孩子。大言不惭说她做电商年化率500个点，这一点说明这个人完全没有做过生意，大学都没有读过那种。我家族就做跨境电商15年了，利润率几个点我清楚的很，哈哈年化率500个点你家开验钞机吧

日本短线哥

2020-11-23

$陆金所(LU)$违规公告是周末发出来的，但是全国政府机构周末是放假的，意味着发现问题肯定是一周前工作日时间，大跌百分之26那天就内部知道消息了，所以股价反映过了，周一跌百分之10是散户自己割韭菜。

日本短线哥

2021-06-09

$ContextLogic Inc.(WISH)$暴富花呢 gun出来

日本短线哥

2021-06-02

$ContextLogic Inc.(WISH)$暴富花她没有炒股，只是被wish罚了钱的小商家。

日本短线哥

2021-01-29

$陆金所(LU)$财报我认为会很垃圾

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来源：王石头</p><p>创办一家市值千亿的公司需要多久，中国80后女生汪莹给出的答案是三年。</p><p>2018年，汪莹成立了雾芯科技，这是一家经营电子雾化设备的公司，尽管名称是科技公司，但生产的产品却是电子烟。</p><div><img src=\"http://k.sinaimg.cn/n/spider2021131/123/w1000h723/20210131/bed9-kiksqxh3110486.png/w720fin.jpg\"/></div><p>雾芯科技成立之后，便推出了<font>RELX悦刻电子烟品牌，</font>也算是站在风口上的一家公司，因为近年来，电子烟越来越受到烟民的欢迎了。</p><p>作为一种新型烟草制品，从各种宣传的文案来看，电子烟是不含焦油、悬浮颗粒等其它有害成分的，并且含有的重金属、亚硝胺的毒性也更低，所以成为了烟民喜爱的产品。</p><p>根据第三方机构公布的一份数据显示，<font>2020年至于2025年间，全球电子烟市场的年销售额将达到600亿美元，</font>而且会呈暴增的趋势发展。在这个契机之下，汪莹于2018年成立了雾芯科技。</p><div><img src=\"http://k.sinaimg.cn/n/spider20210131/148/w1000h748/20210131/8736-kiksqxh3111184.png/w720fin.jpg\"/></div><p>虽然是80后女性，但汪莹和团队的背景非常强大，汪莹是前<a href=\"https://laohu8.com/S/UBER\">优步</a>中国负责人，其他高管和联合创始人很多都来自优步和华为，而且公司平均年龄仅27岁。</p><p>这群人深刻了解市场“成瘾性”的故事，在这样的背景之下，雾芯科技也得到了众多资本的关注，<font>成立之后便获得了来自源码资本、IDG资本和红杉资本的投资。</font></p><p>经过三年时间的发展，<font>1月22日晚间，雾芯科技在美国纽交所成功上市，新一轮的造富计划正式开启。</font></p><div><img src=\"http://k.sinaimg.cn/n/spider2021131/58/w1000h658/20210131/ae61-kiksqxh3110571.png/w720fin.jpg\"/></div><p>雾芯科技当日发行价为12美元/每股，开盘后股价暴涨104%，直接触发熔断<font>停牌</font>，<font>在恢复交易后最高涨幅达158%，市值一度突破3000亿人民币。</font></p><p>就在雾芯科技上市后，汪莹团队的身价也上升到了1700亿人民币，短短三年时间，汪莹和其团队成员，成为了身价百亿乃至千亿的人。</p><div><img src=\"http://k.sinaimg.cn/n/spider2021131/693/w1000h493/20210131/8fe5-kiksqxh3110569.png/w720fin.jpg\"/></div><p>不过上市短短几天时间，雾芯科技的股价也像是坐过山车一样，从最高35美元/每股跌到了现在的22.5美元/美股，<font>上市当日收盘市值为458亿美元，现在降到了349.5亿美元。</font></p><p>就这么几天时间，<font>雾芯科技的市值蒸发108.5亿美元，约合人民币697亿，</font>不得不让人感叹，资本原来是如此的泡沫化，确实挺令人震惊的。</p><p>其实雾芯科技市值暴跌我一点也不惊讶，尽管这家公司以科技为名，市盈率也高得吓人，但<font>一家以科技为名的公司，却不做令人敬佩的科技产品或科研技术，走不通也就不奇怪了。</font></p><div><img src=\"http://k.sinaimg.cn/n/spider2021131/71/w1000h671/20210131/4d9e-kiksqxh3110738.png/w720fin.jpg\"/></div><p>据了解，去线下购买电子烟的人主要有两种，一种是家人朋友专门给抽烟人群购买，希望他们能戒掉传统烟草，另一种就是追求潮流的年轻人，其中很多都是不抽烟的，他们买电子烟其实是为了玩。</p><p>如今随着电子烟的知名度提升，越来越多的人开始接触电子烟，主要是厂商们宣传对人体的害处不大。<font>但即便如此，电子烟还是会对人体造成一些危害，特别是女性。</font></p><p>2019年，美国就突然暴发了“电子烟疾病”，以至于后来清除了市场上未经授权的非烟草味电子烟，另外印度、巴西、泰国、新加坡等国，也都对大下杀手，一些国家禁电子烟比禁传统香烟甚至更严厉。</p><div><img src=\"http://k.sinaimg.cn/n/spider2021131/67/w1000h667/20210131/1b58-kiksqxh3110737.jpg/w720fin.jpg\"/></div><p>从这点可以看出，雾芯科技的电子烟或许很难在中国以外的其它市场获取更高份额，而且事实情况也是如此，<font>根据招股说明书显示，该公司旗下品牌悦刻电子烟在中国<font>市场占有率</font>为62.6%。</font></p><p>一家所谓的科技公司，却用 “成瘾性”的故事去包装品牌，这显然是无法让人认可的，真正的科技公司不是做损害人民健康的东西去挣钱，而是用有技术性的产品去说服大家，赢得掌声。</p><p>当然我也不是完全否认电子烟存在的价值，这种产品的诞生并不一定是全好，也不一定全坏，<font>电子烟也有向善的一面，但企业如果为了得到资本的认可，而吸引更多非烟民接触这类产品，就上升到道德谴责的层面了。</font></p><div><img src=\"http://k.sinaimg.cn/n/spider2021131/17/w1000h617/20210131/4bc8-kiksqxh3110915.png/w720fin.jpg\"/></div><p>总之我还是希望中国有责任的科技公司，能够在半导体、科研设备、航天航空等领域进行更多探索，而不是把精力放在这种“成瘾性”的故事中，因为这样的“技术”必将归为零！</p>A股研究“天团”，带你卡位“牛”年投资热点，2021 权威投资指南，立即领取&gt;&gt;</body></html>","source":"sina_symbol","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>蒸发697亿！80后女生创办“科技公司”，没有技术终将归为零！</title>\n<style 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来源：王石头创办一家市值千亿的公司需要多久，中国80后女生汪莹给出的答案是三年。2018年，汪莹成立了雾芯科技，这是一家经营电子雾化设备的公司，尽管名称是科技公司，但生产的产品却是电子烟。雾芯科技成立之后，便推出了RELX悦刻电子烟品牌，也算是站在风口上的一家公司，因为近年来，电子烟越来越受到烟民的欢迎了。作为一种新型烟草制品...</p>\n\n<a href=\"https://cj.sina.cn/article/norm_detail?url=https://finance.sina.com.cn/stock/relnews/us/2021-01-31/doc-ikftssap2050391.shtml\">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/0eb98587b5c81b2fc132df8572df3306","relate_stocks":{"CYB":"人民币ETF-WisdomTree Dreyfus","06969":"思摩尔国际"},"source_url":"https://cj.sina.cn/article/norm_detail?url=https://finance.sina.com.cn/stock/relnews/us/2021-01-31/doc-ikftssap2050391.shtml","is_english":false,"share_image_url":"https://static.laohu8.com/e9f99090a1c2ed51c021029395664489","article_id":"2107296226","content_text":"原标题：蒸发697亿！80后女生创办“科技公司”，没有技术终将归为零！ 来源：王石头创办一家市值千亿的公司需要多久，中国80后女生汪莹给出的答案是三年。2018年，汪莹成立了雾芯科技，这是一家经营电子雾化设备的公司，尽管名称是科技公司，但生产的产品却是电子烟。雾芯科技成立之后，便推出了RELX悦刻电子烟品牌，也算是站在风口上的一家公司，因为近年来，电子烟越来越受到烟民的欢迎了。作为一种新型烟草制品，从各种宣传的文案来看，电子烟是不含焦油、悬浮颗粒等其它有害成分的，并且含有的重金属、亚硝胺的毒性也更低，所以成为了烟民喜爱的产品。根据第三方机构公布的一份数据显示，2020年至于2025年间，全球电子烟市场的年销售额将达到600亿美元，而且会呈暴增的趋势发展。在这个契机之下，汪莹于2018年成立了雾芯科技。虽然是80后女性，但汪莹和团队的背景非常强大，汪莹是前优步中国负责人，其他高管和联合创始人很多都来自优步和华为，而且公司平均年龄仅27岁。这群人深刻了解市场“成瘾性”的故事，在这样的背景之下，雾芯科技也得到了众多资本的关注，成立之后便获得了来自源码资本、IDG资本和红杉资本的投资。经过三年时间的发展，1月22日晚间，雾芯科技在美国纽交所成功上市，新一轮的造富计划正式开启。雾芯科技当日发行价为12美元/每股，开盘后股价暴涨104%，直接触发熔断停牌，在恢复交易后最高涨幅达158%，市值一度突破3000亿人民币。就在雾芯科技上市后，汪莹团队的身价也上升到了1700亿人民币，短短三年时间，汪莹和其团队成员，成为了身价百亿乃至千亿的人。不过上市短短几天时间，雾芯科技的股价也像是坐过山车一样，从最高35美元/每股跌到了现在的22.5美元/美股，上市当日收盘市值为458亿美元，现在降到了349.5亿美元。就这么几天时间，雾芯科技的市值蒸发108.5亿美元，约合人民币697亿，不得不让人感叹，资本原来是如此的泡沫化，确实挺令人震惊的。其实雾芯科技市值暴跌我一点也不惊讶，尽管这家公司以科技为名，市盈率也高得吓人，但一家以科技为名的公司，却不做令人敬佩的科技产品或科研技术，走不通也就不奇怪了。据了解，去线下购买电子烟的人主要有两种，一种是家人朋友专门给抽烟人群购买，希望他们能戒掉传统烟草，另一种就是追求潮流的年轻人，其中很多都是不抽烟的，他们买电子烟其实是为了玩。如今随着电子烟的知名度提升，越来越多的人开始接触电子烟，主要是厂商们宣传对人体的害处不大。但即便如此，电子烟还是会对人体造成一些危害，特别是女性。2019年，美国就突然暴发了“电子烟疾病”，以至于后来清除了市场上未经授权的非烟草味电子烟，另外印度、巴西、泰国、新加坡等国，也都对大下杀手，一些国家禁电子烟比禁传统香烟甚至更严厉。从这点可以看出，雾芯科技的电子烟或许很难在中国以外的其它市场获取更高份额，而且事实情况也是如此，根据招股说明书显示，该公司旗下品牌悦刻电子烟在中国市场占有率为62.6%。一家所谓的科技公司，却用 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Group(YALA)$建议腾讯收购雅乐，把腾讯游戏本地化到yalladu，什么土豪金皮肤卖个几千美金都没问题，中东的土豪买皮肤装备炫耀。","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":3,"commentSize":2,"repostSize":0,"link":"https://laohu8.com/post/393463150","isVote":1,"tweetType":1,"viewCount":5111,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"CN","totalScore":0},{"id":393280046,"gmtCreate":1606312590185,"gmtModify":1703842504938,"author":{"id":"3529509760382889","authorId":"3529509760382889","name":"日本短线哥","avatar":"https://static.tigerbbs.com/a764e43861567cb61bf4898ac59cf2c8","crmLevel":2,"crmLevelSwitch":0,"followedFlag":false,"authorIdStr":"3529509760382889","idStr":"3529509760382889"},"themes":[],"htmlText":"打死不买","listText":"打死不买","text":"打死不买","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":0,"commentSize":0,"repostSize":0,"link":"https://laohu8.com/post/393280046","repostId":"1133210605","repostType":4,"repost":{"id":"1133210605","kind":"news","pubTimestamp":1606294171,"share":"https://www.laohu8.com/m/news/1133210605?lang=zh_CN&edition=full","pubTime":"2020-11-25 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","summary":"按照2019胡润全球独角兽榜来分析，全球共有15家新能源汽车企业上榜，企业总市值占比2%。贾跃亭打造的FF估值就高达300亿元，在行业独角兽排名中高居全球第二。贾跃亭到底能不能回来，已经是个玄学问题了","content":"<p>按照2019胡润全球独角兽榜来分析，全球共有15家新能源汽车企业上榜，企业总市值占比2%。贾跃亭打造的FF估值就高达300亿元，在行业独角兽排名中高居全球第二。</p><p>贾跃亭到底能不能回来，已经是个玄学问题了。但在下坠的过程中，他始终不愿意放弃的，却是FF。伴随着燃油车禁售时间的陆续出台，以及全球量化宽松政策的刺激，资本也在加速寻找各种优质资产。</p><p>最近几个月，蔚来、小鹏、理想在资本市场的一路狂奔，就是这种合力下的结果。涨幅之大，也刺激着每一位投资人，也刺激着所有的造车企业。</p><p>在这种背景下，忍不住会问，<b>如果贾跃亭的FF上市，那么它的市值会不会超过4000亿的蔚来？</b>他会不会翻盘？</p><p>11月13日，这位因梦想奔赴美国造车的“贾布斯”转发了一条关于FF技术领先的微博，并表示：<b>产品和技术创新力是下一代汽车产业变革的核心价值和驱动力，FF会继续集中资源专注投入，持续为行业发挥引领作用。</b></p><p>贾跃亭在这个时间节点的发声更像是在提醒外界，论造车，我是他们的前辈；梦想，我还未放弃。</p><p>按照2019胡润全球独角兽榜来分析，全球共有15家新能源汽车企业上榜，企业总市值占比2%。贾跃亭打造的<b>FF估值就高达300亿元，在行业独角兽排名中高居全球第二。</b></p><p>可惜的是，在眼下这场造车新势力的资本盛宴中，和贾跃亭以及他身后的FF并没有太大关系。横亘在贾跃亭面前最大的两个疑问是，FF什么时候量产交付？FF还有多少钱可以烧？</p><p><b>01</b></p><p><b>FF是生不逢时，还是PPT造车？</b></p><p>在大众的视野里，贾跃亭≈下周回国，<b>FF≈PPT造车，但客观来说，FF确实拥有一些世界领先的技术专利，</b>不然也不会吸引认真造车的恒大许老板、更不会吸引那么多的车界大咖加盟。</p><p>一份来自专利数据分析公司RSIP报告证实，FF的多元化专利组合在同类技术上比包括丰田、福特和本田在内的OEM厂商更加强大。<b>RSIP认定FF的电动汽车专利组合，在关键技术上与特斯拉不相上下。</b>FF已获授权的专利有530项，大部分都与互联网、自动驾驶和智能有关。</p><p>依稀记得当年，FF 91车型亮相的时候，是多么颠覆大家的认知，无敌科幻的外观造型设计、11块液晶显示屏、反重力座椅，在那个中控大屏还未大行其道的年代，FF 91绝对是那个时代的“新物种”。</p><p>公开资料显示，FF成立于2014年4月，在2017年1月的CES上便展示了FF 91的样车。事实上，贾跃亭布局新能源汽车并不晚，在技术、生态布局等方面也一度领先。从最初手握几十亿美元，到全部烧光难以为继。FF在筹钱的路上一直磕磕碰碰，资金一次又一次的告急，FF 91始终还是没能量产落地，而这几年新能源汽车江湖已经更为复杂多变。</p><p>一方面，与FF同在2014年成立的蔚来、小鹏等造车新势力已经推出了数代量产车并成功上市。另一方面，国内外的传统车企也在全面向电动领域转型。众多新能源汽车对标的特斯拉已经在中国建立工厂，市值比大众、丰田这些百年车企之和还要多。</p><p>贾跃亭多次将FF 91的进展描述为“距离交付仅剩临门一脚”。根据贾跃亭给出的数字，自成立至今，<b>6年来，各方已累计为FF投入20亿美金，没有量产就意味着成本无从收回。</b></p><p>但即便量产，FF 91也已经错过了最好的时机，想要追赶上来真的比登天还难。作为FF 91心目中最大的“竞争对手”特斯拉来说，单从销量这一点来说，FF 91已经没有什么可比性了，当初的那些豪言壮语现在看来，也被造车新势力的后辈们一个一个去实现了。</p><p>去年，FF新任CEO毕福康曾宣称，首款车型FF 91将在2020年9月开启交付，首批交付量数百辆，售价超过20万美元。这个承诺如今看来又只能呵呵了。</p><p>最近，FF 从美国传来了好消息，公开宣布获得了美国两大金融机构提供的4500万美金（超3亿元人民币）债权融资贷款。同时，FF正在筹备以SPAC（特殊目的并购）的方式寻求美股IPO。这些利好消息的到来，真的意味着FF 91 汽车马上就能实现量产了吗？当然不是！</p><p>FF方面曾在2019年明确表示，<b>要量产还需要筹措8亿至8.5亿美元。</b>相比之下，这次的4500万美金只不过是杯水车薪罢了。如果 FF 不能尽快完成 IPO，那么加上过去积累的众多债务，FF的运营危机只会继续延续下去。</p><p><b>02</b></p><p><b>贾跃亭还能等到生命中下一个贵人吗？</b></p><p>雷军曾说过，风口上猪都能飞上天。掌舵乐视网时，贾跃亭就是风口上的猪。很可惜，贾跃亭步子跨的太大，最终拖死了乐视网，也拖垮了自己。</p><p>当然，贾跃亭成功之处在于玩砸了乐视网之后，市场对于他的评价依然不是一边倒，而是褒贬不一。</p><p>实际上，在中国的企业家圈子里对贾跃亭的评价也并非全是批评，也有一部分人选择相信并支持他，其中数融创孙宏斌最为慷慨，真金白银的掏了150亿之后，还接手了乐视网的烂摊子。贾跃亭与孙宏斌同为晋商出身，不过，“中国好老乡”的故事并没有一个圆满的结局。最终，孙宏斌承认接盘失败、“愿赌服输”。</p><p>对于接手乐视，<b>孙宏斌曾公开表示，“人有时候要敢叫日月换新天，有时候也要愿赌服输”。</b>孙宏斌表示，自己对乐视网关联交易知情，但错判之处在于，关联方欠上市公司的债务无法得到有效偿还。2018年3月14日，乐视董事长孙宏斌宣布辞职退出董事会，不再担任乐视任何职务。乐视网因巨亏于2019年5月11日暂停上市。</p><p>其次就是许家印，当贾跃亭的FF并未量产时，<b>许家印也同样花费巨资同他进行合作，但不到3个月后，两人“不合”传闻随即传来</b>。最终，2018年12月31日，贾跃亭跟恒大集团、许家印几方达成和解，最终拟定“分手细节”。而分手后的许老板则自建恒驰品牌，开启了全球“买买买”模式，今年一口气推出了六款车型，并计划明年量产上市。</p><p><b>从资本的角度而言，不存在无缘无故的投资，</b>任何一项投资，利益都是最重要的方面，所以愿意给贾跃亭这笔钱，证明市场对于他还是有最基础的认可。</p><p>但不可否认的是，大部分人、特别是投资人认为贾跃亭是阻碍FF融资的最大因素。去年9月，FF宣布，贾跃亭辞去CEO职务，出任CPUO（首席产品和用户官），由毕福康接任全球CEO。但FF依然笼罩在“贾跃亭”的阴影下，毕福康对此回应也多少显得无可奈何，“因为历史的原因，和偶尔一些坏消息，并不是所有人能够相信我们。”，“大家希望看到我们成为一家稳定的公司。”</p><p>在今年3月份，据FF官方宣布，已与美国混合动力公司US Hybrid Corporation正式达成协议，双方将在US Hybrid目前正在开发的新能源产品中合作，后者将使用FF方面所提供的电力总成系统。</p><p>在没有新的贵人雪中送炭，融资迟迟未见踪影，FF91量产又遥遥无期的背景之下，利用之前几年所拥有的部分新能源电驱动、底盘、电子架构、智能网联方面的技术积累，将它们“卖”给更多有资金、有需求的车企，及时止损实现“自我造血”。<b>从整车制造企业转型成为一家新能源工程解决方案提供商，对于当下的FF而言，或许已经成为它最好且唯一的出路。</b></p><p>造车是场既“烧钱”又残酷的资本游戏，梦想与情怀无法完全支撑起贾跃亭在这一赛道中立足。回归正题，我们还能见到贾跃亭回国的那一天吗？</p>","source":"lsy1594870105111","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>如果贾跃亭的FF上市，市值会超过4000亿的蔚来吗？</title>\n<style 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}\nol{ list-style:decimal; }\nli,li p{ margin:10px 0;}\nimg{ max-width:100%;display:block;margin:0 auto 1em; }\nblockquote{ color:#B5B2B1; border-left:3px solid #aaa; padding:1em; }\nstrong,b{font-weight:bold;}\nem,i{font-style:italic;}\ntable{ width:100%;border-collapse:collapse;border-spacing:1px;margin:1em 0;font-size:.9em; }\nth,td{ padding:5px;text-align:left;border:1px solid #aaa; }\nth{ font-weight:bold;background:#5d5d5d; }\n.symbol-link{font-weight:bold;}\n/* header{ border-bottom:1px solid #494756; } */\n.title{ margin:0 0 8px;line-height:1.3;color:#ddd; }\n.meta {color:#5e5c6d;font-size:13px;margin:0 0 .5em; }\na{text-decoration:none; color:#2a4b87;}\n.meta .head { display: inline-block; 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如果贾跃亭的FF上市，市值会超过4000亿的蔚来吗？\n</h2>\n\n<h4 class=\"meta\">\n\n\n2020-11-25 16:49 北京时间&nbsp;&nbsp;&nbsp;<a href=https://mp.weixin.qq.com/s/AlmJ8q4onHAHfleRmIxu-A><strong>深潜 </strong></a>\n\n\n</h4>\n\n</header>\n<article>\n<div>\n<p>按照2019胡润全球独角兽榜来分析，全球共有15家新能源汽车企业上榜，企业总市值占比2%。贾跃亭打造的FF估值就高达300亿元，在行业独角兽排名中高居全球第二。贾跃亭到底能不能回来，已经是个玄学问题了。但在下坠的过程中，他始终不愿意放弃的，却是FF。伴随着燃油车禁售时间的陆续出台，以及全球量化宽松政策的刺激，资本也在加速寻找各种优质资产。最近几个月，蔚来、小鹏、理想在资本市场的一路狂奔，就是这种...</p>\n\n<a href=\"https://mp.weixin.qq.com/s/AlmJ8q4onHAHfleRmIxu-A\">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/1a3754f388f30b5f7e5d59651613a82b","relate_stocks":{"NIO":"蔚来"},"source_url":"https://mp.weixin.qq.com/s/AlmJ8q4onHAHfleRmIxu-A","is_english":false,"share_image_url":"https://static.laohu8.com/e9f99090a1c2ed51c021029395664489","article_id":"1133210605","content_text":"按照2019胡润全球独角兽榜来分析，全球共有15家新能源汽车企业上榜，企业总市值占比2%。贾跃亭打造的FF估值就高达300亿元，在行业独角兽排名中高居全球第二。贾跃亭到底能不能回来，已经是个玄学问题了。但在下坠的过程中，他始终不愿意放弃的，却是FF。伴随着燃油车禁售时间的陆续出台，以及全球量化宽松政策的刺激，资本也在加速寻找各种优质资产。最近几个月，蔚来、小鹏、理想在资本市场的一路狂奔，就是这种合力下的结果。涨幅之大，也刺激着每一位投资人，也刺激着所有的造车企业。在这种背景下，忍不住会问，如果贾跃亭的FF上市，那么它的市值会不会超过4000亿的蔚来？他会不会翻盘？11月13日，这位因梦想奔赴美国造车的“贾布斯”转发了一条关于FF技术领先的微博，并表示：产品和技术创新力是下一代汽车产业变革的核心价值和驱动力，FF会继续集中资源专注投入，持续为行业发挥引领作用。贾跃亭在这个时间节点的发声更像是在提醒外界，论造车，我是他们的前辈；梦想，我还未放弃。按照2019胡润全球独角兽榜来分析，全球共有15家新能源汽车企业上榜，企业总市值占比2%。贾跃亭打造的FF估值就高达300亿元，在行业独角兽排名中高居全球第二。可惜的是，在眼下这场造车新势力的资本盛宴中，和贾跃亭以及他身后的FF并没有太大关系。横亘在贾跃亭面前最大的两个疑问是，FF什么时候量产交付？FF还有多少钱可以烧？01FF是生不逢时，还是PPT造车？在大众的视野里，贾跃亭≈下周回国，FF≈PPT造车，但客观来说，FF确实拥有一些世界领先的技术专利，不然也不会吸引认真造车的恒大许老板、更不会吸引那么多的车界大咖加盟。一份来自专利数据分析公司RSIP报告证实，FF的多元化专利组合在同类技术上比包括丰田、福特和本田在内的OEM厂商更加强大。RSIP认定FF的电动汽车专利组合，在关键技术上与特斯拉不相上下。FF已获授权的专利有530项，大部分都与互联网、自动驾驶和智能有关。依稀记得当年，FF 91车型亮相的时候，是多么颠覆大家的认知，无敌科幻的外观造型设计、11块液晶显示屏、反重力座椅，在那个中控大屏还未大行其道的年代，FF 91绝对是那个时代的“新物种”。公开资料显示，FF成立于2014年4月，在2017年1月的CES上便展示了FF 91的样车。事实上，贾跃亭布局新能源汽车并不晚，在技术、生态布局等方面也一度领先。从最初手握几十亿美元，到全部烧光难以为继。FF在筹钱的路上一直磕磕碰碰，资金一次又一次的告急，FF 91始终还是没能量产落地，而这几年新能源汽车江湖已经更为复杂多变。一方面，与FF同在2014年成立的蔚来、小鹏等造车新势力已经推出了数代量产车并成功上市。另一方面，国内外的传统车企也在全面向电动领域转型。众多新能源汽车对标的特斯拉已经在中国建立工厂，市值比大众、丰田这些百年车企之和还要多。贾跃亭多次将FF 91的进展描述为“距离交付仅剩临门一脚”。根据贾跃亭给出的数字，自成立至今，6年来，各方已累计为FF投入20亿美金，没有量产就意味着成本无从收回。但即便量产，FF 91也已经错过了最好的时机，想要追赶上来真的比登天还难。作为FF 91心目中最大的“竞争对手”特斯拉来说，单从销量这一点来说，FF 91已经没有什么可比性了，当初的那些豪言壮语现在看来，也被造车新势力的后辈们一个一个去实现了。去年，FF新任CEO毕福康曾宣称，首款车型FF 91将在2020年9月开启交付，首批交付量数百辆，售价超过20万美元。这个承诺如今看来又只能呵呵了。最近，FF 从美国传来了好消息，公开宣布获得了美国两大金融机构提供的4500万美金（超3亿元人民币）债权融资贷款。同时，FF正在筹备以SPAC（特殊目的并购）的方式寻求美股IPO。这些利好消息的到来，真的意味着FF 91 汽车马上就能实现量产了吗？当然不是！FF方面曾在2019年明确表示，要量产还需要筹措8亿至8.5亿美元。相比之下，这次的4500万美金只不过是杯水车薪罢了。如果 FF 不能尽快完成 IPO，那么加上过去积累的众多债务，FF的运营危机只会继续延续下去。02贾跃亭还能等到生命中下一个贵人吗？雷军曾说过，风口上猪都能飞上天。掌舵乐视网时，贾跃亭就是风口上的猪。很可惜，贾跃亭步子跨的太大，最终拖死了乐视网，也拖垮了自己。当然，贾跃亭成功之处在于玩砸了乐视网之后，市场对于他的评价依然不是一边倒，而是褒贬不一。实际上，在中国的企业家圈子里对贾跃亭的评价也并非全是批评，也有一部分人选择相信并支持他，其中数融创孙宏斌最为慷慨，真金白银的掏了150亿之后，还接手了乐视网的烂摊子。贾跃亭与孙宏斌同为晋商出身，不过，“中国好老乡”的故事并没有一个圆满的结局。最终，孙宏斌承认接盘失败、“愿赌服输”。对于接手乐视，孙宏斌曾公开表示，“人有时候要敢叫日月换新天，有时候也要愿赌服输”。孙宏斌表示，自己对乐视网关联交易知情，但错判之处在于，关联方欠上市公司的债务无法得到有效偿还。2018年3月14日，乐视董事长孙宏斌宣布辞职退出董事会，不再担任乐视任何职务。乐视网因巨亏于2019年5月11日暂停上市。其次就是许家印，当贾跃亭的FF并未量产时，许家印也同样花费巨资同他进行合作，但不到3个月后，两人“不合”传闻随即传来。最终，2018年12月31日，贾跃亭跟恒大集团、许家印几方达成和解，最终拟定“分手细节”。而分手后的许老板则自建恒驰品牌，开启了全球“买买买”模式，今年一口气推出了六款车型，并计划明年量产上市。从资本的角度而言，不存在无缘无故的投资，任何一项投资，利益都是最重要的方面，所以愿意给贾跃亭这笔钱，证明市场对于他还是有最基础的认可。但不可否认的是，大部分人、特别是投资人认为贾跃亭是阻碍FF融资的最大因素。去年9月，FF宣布，贾跃亭辞去CEO职务，出任CPUO（首席产品和用户官），由毕福康接任全球CEO。但FF依然笼罩在“贾跃亭”的阴影下，毕福康对此回应也多少显得无可奈何，“因为历史的原因，和偶尔一些坏消息，并不是所有人能够相信我们。”，“大家希望看到我们成为一家稳定的公司。”在今年3月份，据FF官方宣布，已与美国混合动力公司US Hybrid Corporation正式达成协议，双方将在US 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