“散户概念股之王”申请清仓3B家居，散户们又当了回韭菜？_老虎社区_美港股上老虎

“散户概念股之王”申请清仓3B家居，散户们又当了回韭菜？

第一财经2022-08-18

“散户概念股之王”科恩亲自开启了反转。最近“散户概念股”狂热卷土重来，不少分析师警示广大散户要当心部分“散户概念股”走势瞬间反转。话尤在耳，这一反转似乎已经来临。本轮狂热中被散户推高的主要股票之一3B家居（bed bath & beyond）遭到游戏驿站董事长、号称“散户概念股之王”的科恩(Ryan Cohen)的清仓。而仅在一天前，散户因在Reddit论坛上得到消息科恩的持仓未变还在继续推升该股...

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按捺
·2022-08-18
这种妖股迟早会爆跌是机构操纵的暴涨他们获利就会撤出吃亏的是散户哪有什么散户抱团这些都是宣传手段
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LQN林
·2022-08-18
疯狂拉高吸引韭菜入场当接盘
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Angerous
·2022-08-18
也只有空头急着发这种帖子
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Venture是3B家居的第二大股东，持股比例仅次于贝莱德，根据最新披露的消息，约持有11.8%的股份。科恩有“散户概念股之王”之称，在2021年年初的散户世纪逼空大战中，带领美国散户逼空华尔街机构，拉升了游戏驿站等一系列“散户概念股”，并在去年4月高调宣布加入游戏驿站并担任董事长。过去一个月来，由于美国散户追随科恩，3B家居成为了散户投资者交易最为活跃的个股，日内成交量超过3.85亿股，是三个月平均水平的20倍以上。科恩此次清仓最为有趣的一点在于，仅仅在提交清仓申请前一天的本周一盘后，科恩还分别买入了行权价为60、75和80美元的3B家居看涨期权，明年1月到期，对应的股数为167万股。当时，散户因看到科恩继续做多3B家居，还再度跟随拉升股价，令其股价在周二继续收涨超70%，盘中最高曾涨78.8%。而在昨日科恩清仓消息影响下，3B家居股价盘后暴跌，截至发稿，跌幅超过18%。其他“散户概念股”也在盘后出现不同程度的下跌。游戏驿站收盘跌4%，盘后续跌近4%，AMC影业收盘下跌近14%，盘后续跌近1%。回归基本面对于科恩申请清仓的做法，散户们众说纷纭，有呼吁继续持股，有质疑科恩为何“背叛”，更多的则是犹疑不定的。一名散户发帖询问称，其所持有的股票是8月8日贷款27000美元买入的，在周三下跌后仍能赚约2万美元，是否应该出清。虽说科恩的清仓行为另一些散户无法理解，但在一些分析师看来，这只是回归基本面后的理性选择。尽管股价在近一个月大幅飙升，但3B家居的基本面前景看起来很黯淡。在过去五年，它都在艰难维持营收和收益，股价也一路从2014年的80美元左右跌至2020年4月的最低不足4美元。事实上，在2022年3月大举买入该公司股票后，科恩也一直在推动该公司商业模式的转变，并缩小其营业重点。在3月7日致该公司董事会的一封信中，科恩写道：“我们认为，3B家居需要缩小业务重点，加强运营，保持正确的库存组合，以满足需求，同时探索战略替代方案，包括剥离子公司buybuy Baby。”在该公司2022年的最新季度收益报告中，该公司还表示，但其最新季度财报显示，3B家居的实体门店销售额下降了24%，营收下降至14.6亿美元。目前，该公司资产负债表上仅存1.07亿美元现金，而债务却高达32.8亿美元。一些分析师甚至表示，3B家居的股价仅值1美元，最近销售额的急剧下降还可能会让供应商将该公司进一步推入“死亡螺旋”。GlobalData的董事总经理桑德斯（Neil Saunders）针对其最新财报发表评论称，该公司临时首席执行官休·戈夫（Sue Gove）继承了一个“巨大的烂摊子”，“该公司现在处境非常糟糕，它需要在财务状况非常疲弱、家居市场低迷的情况下，完善其转型战略”。","kind":null,"is_publish_news":null,"is_publish_highlight":null,"is_publish_live":null,"is_publish_wemedia":null,"editions":null,"symbols":[],"gpt_button":1},"commentList":[{"id":687144288,"gmtCreate":1660828249549,"gmtModify":1660828501427,"author":{"id":"3571787402392083","authorId":"3571787402392083","name":"按捺","avatar":"https://static.tigerbbs.com/106bdd2ab7b0800d9949e20ea3819eac","vip":1,"crmLevel":1,"crmLevelSwitch":0},"htmlText":"这种妖股迟早会爆跌 是机构操纵的暴涨 他们获利就会撤出 吃亏的是散户 哪有什么散户抱团 这些都是宣传手段","listText":"这种妖股迟早会爆跌 是机构操纵的暴涨 他们获利就会撤出 吃亏的是散户 哪有什么散户抱团 这些都是宣传手段","text":"这种妖股迟早会爆跌 是机构操纵的暴涨 他们获利就会撤出 吃亏的是散户 哪有什么散户抱团 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class=\"s1\">883</span>","text":"<span class=\"s1\">883</span>","html":"<span class=\"s1\">883</span>"},{"id":7607136,"gmtCreate":1660829527725,"gmtModify":1660829531398,"authorId":3551003547100904,"author":{"id":3551003547100904,"authorId":3551003547100904,"name":"三笑","avatar":"https://static.tigerbbs.com/d57716c0e7564673ffaa2cfd4ced81d8","vip":1,"crmLevel":2,"crmLevelSwitch":0,"individualDisplayBadges":[]},"repliedAuthorId":0,"objectId":687144288,"type":1,"supId":0,"prevId":0,"content":"好","text":"好","html":"好"}],"langContent":"CN"},{"id":687148836,"gmtCreate":1660825936426,"gmtModify":1660825936426,"author":{"id":"4098290020379980","authorId":"4098290020379980","name":"LQN林","avatar":"https://static.tigerbbs.com/e2cfcfcc3a0b79f73ffdadb87a23a589","vip":1,"hat":"https://static.tigerbbs.com/622fc56f7e67b5729addb4e78a195511","crmLevel":2,"crmLevelSwitch":1},"htmlText":"疯狂拉高吸引韭菜入场 当接盘","listText":"疯狂拉高吸引韭菜入场 当接盘","text":"疯狂拉高吸引韭菜入场 当接盘","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":2,"commentSize":0,"repostSize":0,"link":"https://laohu8.com/post/687148836","repostId":1188367815,"repostType":4,"isVote":1,"likeStatus":false,"favoriteStatus":false,"reportStatus":false,"tweetType":1,"langContent":"CN"},{"id":687156123,"gmtCreate":1660820963166,"gmtModify":1660820963166,"author":{"id":"3507864653281655","authorId":"3507864653281655","name":"Angerous","avatar":"https://static.tigerbbs.com/12d6b5873b238fe65b2422691d0ccd93","vip":1,"crmLevel":5,"crmLevelSwitch":0},"htmlText":"也只有空头急着发这种帖子","listText":"也只有空头急着发这种帖子","text":"也只有空头急着发这种帖子","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":0,"commentSize":0,"repostSize":0,"link":"https://laohu8.com/post/687156123","repostId":1188367815,"repostType":2,"isVote":1,"likeStatus":false,"favoriteStatus":false,"reportStatus":false,"tweetType":1,"langContent":"CN"}],"hasMoreComments":true,"newsSizeData":{"likeSize":9,"commentSize":0,"repostSize":0,"favoriteSize":3,"likeStatus":false,"favoriteStatus":false}}