观点 | MS的麻烦可能大了_老虎社区_美港股上老虎

观点 | MS的麻烦可能大了

老虎锐评2022-12-09

昨天晚些时候彭博发了这么一个消息，马斯克购买推特后面的银行财团（MS为首），正在考虑把马斯克的贷款给替换了，原来的利息太高。这样做的好处，是可以减少马斯克的负担。这个新闻表面上看上去平平无奇，但是逻辑上却非常不对。银行不就靠着收利息赚钱吗，收的利息越高越好，什么时候突然想到为客户减轻负担，让自己少赚钱？下图是新闻截图。根据这个新闻，马斯克现在每年的利息支出就是$12亿，这个比我之前的估计还多了$2...

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BELIM
·2022-12-09
不懂别瞎扯，老马质押股票的钱去那里了？他不买房不瞎消费，总不会给你了吧
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real大牛哥哥
·2022-12-09
老马该把SpaceX搞上市了
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艾可葵妮
·2022-12-09
不懂就问。我是现在空MS，还是空特斯拉。
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- 股捂人心:
  MS清仓是卖特斯拉股票，不过空特斯拉风险大
  2022-12-09
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dm557
·2022-12-09
质押股票这个旧闻了，马斯克第一次卖股缴税的时候就把这债务清了。
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周氏血管_整合医疗
·2022-12-09
跌的价格合适了巴菲特来抄底了
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M829A4
·2022-12-09
MS是摩根斯坦利吗？
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11.75%）。一切都很反常，银行想为了客户降息，客户却不着急（不然这事儿也用不着曝光，很快双方就应该定了）。我能想到的一个合理解释是这样——马斯克的特斯拉股票质押率非常高，下表是之前的统计。MS和他的关系最好，所以很有可能这些股票的绝大部分都在MS。根据当前股价来看（每股$170，2020年等同于每股$510），他2020年就质押了大约$450亿，考虑到之前的股价更高，实际套现金额说不定更高，这是个非常大的数字。现在特斯拉股价已经回撤了50%，按照规定，MS必须要马斯克质押更多股票或者是让马斯克还钱。但MS接受的特斯拉股票质押可能已经太多，风控部门已经不允许马斯克继续质押股票了（想想当年乐视老板质押的股票），所以只能让马斯克还钱。但是马斯克现在是没钱的，要还钱就只能大量卖股票，而卖股票对于MS来说就是快速死亡，会触发一系列Margin Call。所以MS现在和马斯克绑定到一条船上了，这件事情对于MS非常不好。MS现在只能祈求马斯克自己能够度过难关，特斯拉股价能够挺住，不然风控到了最后肯定会要求清仓。现在唯一能够帮助马斯克的，就是帮他债务负担减轻一点。MS要想办法，把那笔没有抵押的$30亿换成有抵押的$30亿，至少在极端情况下，有些资产可以追溯回来。现在这件事没谈下来，可能就是马斯克不同意用资产去质押贷款，即使利息便宜一些，死猪不怕开水烫的样子。MS麻烦大了。","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":629223838,"gmtCreate":1670560028924,"gmtModify":1670561654893,"author":{"id":"3548214933324258","authorId":"3548214933324258","name":"BELIM","avatar":"https://static.tigerbbs.com/ecdad4fb47a93e065025fd15e499be6f","vip":1,"crmLevel":3,"crmLevelSwitch":0},"htmlText":"不懂别瞎扯，老马质押股票的钱去那里了？他不买房不瞎消费，总不会给你了吧","listText":"不懂别瞎扯，老马质押股票的钱去那里了？他不买房不瞎消费，总不会给你了吧","text":"不懂别瞎扯，老马质押股票的钱去那里了？他不买房不瞎消费，总不会给你了吧","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":0,"commentSize":0,"repostSize":0,"link":"https://laohu8.com/post/629223838","repostId":1195857461,"repostType":2,"isVote":1,"likeStatus":false,"favoriteStatus":false,"reportStatus":false,"tweetType":1,"langContent":"CN"},{"id":629220795,"gmtCreate":1670559082918,"gmtModify":1670559498324,"author":{"id":"3576974842375899","authorId":"3576974842375899","name":"real大牛哥哥","avatar":"https://static.tigerbbs.com/5c24448db9556f2c2f191b1a93d45add","vip":1,"crmLevel":1,"crmLevelSwitch":0},"htmlText":"老马该把SpaceX搞上市了","listText":"老马该把SpaceX搞上市了","text":"老马该把SpaceX搞上市了","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":1,"commentSize":0,"repostSize":0,"link":"https://laohu8.com/post/629220795","repostId":1195857461,"repostType":2,"isVote":1,"likeStatus":false,"favoriteStatus":false,"reportStatus":false,"tweetType":1,"langContent":"CN"},{"id":629220400,"gmtCreate":1670559074901,"gmtModify":1670559077114,"author":{"id":"3572729543906340","authorId":"3572729543906340","name":"艾可葵妮","avatar":"https://static.laohu8.com/default-avatar.jpg","vip":1,"crmLevel":9,"crmLevelSwitch":0},"htmlText":"不懂就问。我是现在空MS，还是空特斯拉。","listText":"不懂就问。我是现在空MS，还是空特斯拉。","text":"不懂就问。我是现在空MS，还是空特斯拉。","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":0,"commentSize":1,"repostSize":0,"link":"https://laohu8.com/post/629220400","repostId":1195857461,"repostType":2,"isVote":1,"likeStatus":false,"favoriteStatus":false,"reportStatus":false,"tweetType":1,"comments":[{"id":7775620,"gmtCreate":1670563684971,"gmtModify":1670563698321,"authorId":3557310558675757,"author":{"id":3557310558675757,"authorId":3557310558675757,"name":"股捂人心","avatar":"https://static.tigerbbs.com/6d0a5a8c99eea025bd8b15d50d1be29c","vip":1,"crmLevel":3,"crmLevelSwitch":0,"individualDisplayBadges":[]},"repliedAuthorId":0,"objectId":629220400,"type":1,"supId":0,"prevId":0,"content":"MS清仓是卖特斯拉股票，不过空特斯拉风险大","text":"MS清仓是卖特斯拉股票，不过空特斯拉风险大","html":"MS清仓是卖特斯拉股票，不过空特斯拉风险大"}],"langContent":"CN"},{"id":629220349,"gmtCreate":1670558641481,"gmtModify":1670559422729,"author":{"id":"4126415129773032","authorId":"4126415129773032","name":"dm557","avatar":"https://static.laohu8.com/default-avatar.jpg","vip":1,"crmLevel":1,"crmLevelSwitch":0},"htmlText":"质押股票这个旧闻了，马斯克第一次卖股缴税的时候就把这债务清了。","listText":"质押股票这个旧闻了，马斯克第一次卖股缴税的时候就把这债务清了。","text":"质押股票这个旧闻了，马斯克第一次卖股缴税的时候就把这债务清了。","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":0,"commentSize":0,"repostSize":0,"link":"https://laohu8.com/post/629220349","repostId":1195857461,"repostType":2,"isVote":1,"likeStatus":false,"favoriteStatus":false,"reportStatus":false,"tweetType":1,"langContent":"CN"},{"id":629220035,"gmtCreate":1670558612427,"gmtModify":1670559369447,"author":{"id":"3558202860138320","authorId":"3558202860138320","name":"周氏血管_整合医疗","avatar":"https://static.tigerbbs.com/e2a997ec0dd1e6b3f69246463f1e0902","vip":1,"crmLevel":1,"crmLevelSwitch":0},"htmlText":"跌的价格合适了巴菲特来抄底了","listText":"跌的价格合适了巴菲特来抄底了","text":"跌的价格合适了巴菲特来抄底了","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":0,"commentSize":0,"repostSize":0,"link":"https://laohu8.com/post/629220035","repostId":1195857461,"repostType":2,"isVote":1,"likeStatus":false,"favoriteStatus":false,"reportStatus":false,"tweetType":1,"langContent":"CN"},{"id":629267705,"gmtCreate":1670558608508,"gmtModify":1670558610159,"author":{"id":"4109944995502280","authorId":"4109944995502280","name":"M829A4","avatar":"https://static.laohu8.com/default-avatar.jpg","vip":1,"crmLevel":1,"crmLevelSwitch":0},"htmlText":"MS是摩根斯坦利吗？","listText":"MS是摩根斯坦利吗？","text":"MS是摩根斯坦利吗？","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":0,"commentSize":0,"repostSize":0,"link":"https://laohu8.com/post/629267705","repostId":1195857461,"repostType":2,"isVote":1,"likeStatus":false,"favoriteStatus":false,"reportStatus":false,"tweetType":1,"langContent":"CN"}],"hasMoreComments":true,"newsSizeData":{"likeSize":16,"commentSize":0,"repostSize":0,"favoriteSize":8,"likeStatus":false,"favoriteStatus":false}}