对冲基金大佬Bill Miller：正在做空特斯拉，越涨越空_老虎社区_美港股上老虎

对冲基金大佬Bill Miller：正在做空特斯拉，越涨越空

华尔街见闻2023-01-10

Miller认为，作为汽车制造商，特斯拉估值不应该超过全球五大汽车制造商的总和，而作为科技公司，它兜售的是个糟糕透顶的生意。连续15年战胜标普的传奇价值投资者Bill Miller表示，由于新能源汽车行业竞争日益激烈，他正在做空特斯拉的股票。“我最近做空了特斯拉，今天做空了更多。如果股价上涨，我会做空更多股票，”Miller上周五在接受媒体采访时表示。特斯拉统治新能源汽车行业已有十多年，但随着传统...

网页链接

免责声明：本文观点仅代表作者个人观点，不构成本平台的投资建议，本平台不对文章信息准确性、完整性和及时性做出任何保证，亦不对因使用或信赖文章信息引发的任何损失承担责任。

垚垚爱看短剧
·2023-01-10
下来我继续抄底[得意]
回复
点赞
举报
魔鬼交易员
·2023-01-10
$特斯拉(TSLA)$ 当大佬开始公开看空，代表反转时机已到[财迷]
回复
3
举报
天空使者
·2023-01-10
看到这样的消息就放心了
回复
1
举报
奥龙
·2023-01-10
假如Bill Miller真敢这么做，估计会输得很惨。咱们拭目以待吧……
回复
2
举报
初生的牛犊
·2023-01-10
你的意思是说，苹果的市值，亚马逊的市值，沃尔玛的市值，都不应该很高
回复
1
举报
收起
- Pegasus__:
  ark还在做多
  2023-01-14
  回复
  举报
- 赵脑斧:
  他们竟扯淡
  2023-01-10
  回复
  举报

热议股票

7x24

全部

{"i18n":{"language":"zh_CN"},"data":{"share":"https://www.laohu8.com/m/news/2302271032?lang=zh_CN&edition=full","thumbnail":"https://static.tigerbbs.com/968c7f56416ea450ba452ed25e324d2e","is_english":false,"pubTime":"2023-01-10 13:30","share_image_url":"https://static.laohu8.com/e9f99090a1c2ed51c021029395664489","id":"2302271032","market":"us","top_or_hot":-1,"title":"对冲基金大佬Bill Miller：正在做空特斯拉，越涨越空","media":"华尔街见闻","content":"<div>\n<p>Miller认为，作为汽车制造商，特斯拉估值不应该超过全球五大汽车制造商的总和，而作为科技公司，它兜售的是个糟糕透顶的生意。连续15年战胜标普的传奇价值投资者Bill Miller表示，由于新能源汽车行业竞争日益激烈，他正在做空特斯拉的股票。“我最近做空了特斯拉，今天做空了更多。如果股价上涨，我会做空更多股票，”Miller上周五在接受媒体采访时表示。特斯拉统治新能源汽车行业已有十多年，但随着传统...</p>\n\n<a href=\"https://wallstreetcn.com/articles/3679455\">网页链接</a>\n\n</div>\n","source":"wallstreetcn_api","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>对冲基金大佬Bill Miller：正在做空特斯拉，越涨越空</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; }\nh3,h4,h5,h6{ line-height:1.35; margin-bottom:1em; }\nh1{ font-size:24px; }\nh2{ font-size:20px; }\nh3{ font-size:18px; }\nh4{ font-size:16px; }\nh5{ font-size:14px; }\nh6{ font-size:12px; }\np,ul,ol,blockquote,dl,table{ margin:1.2em 0; }\nul,ol{ margin-left:2em; }\nul{ list-style:disc; }\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对冲基金大佬Bill Miller：正在做空特斯拉，越涨越空\n</h2>\n\n<h4 class=\"meta\">\n\n\n2023-01-10 13:30 北京时间&nbsp;&nbsp;&nbsp;<a href=https://wallstreetcn.com/articles/3679455><strong>华尔街见闻</strong></a>\n\n\n</h4>\n\n</header>\n<article>\n<div>\n<p>Miller认为，作为汽车制造商，特斯拉估值不应该超过全球五大汽车制造商的总和，而作为科技公司，它兜售的是个糟糕透顶的生意。连续15年战胜标普的传奇价值投资者Bill Miller表示，由于新能源汽车行业竞争日益激烈，他正在做空特斯拉的股票。“我最近做空了特斯拉，今天做空了更多。如果股价上涨，我会做空更多股票，”Miller上周五在接受媒体采访时表示。特斯拉统治新能源汽车行业已有十多年，但随着传统...</p>\n\n<a href=\"https://wallstreetcn.com/articles/3679455\">网页链接</a>\n\n</div>\n\n\n</article>\n</div>\n</body>\n</html>\n","isBrief":false,"type":0,"news_type":1,"symbol":"LU0316494557.USD","symbol_name":"FRANKLIN GLOBAL FUNDAMENTAL STRATEGIES \"A\" ACC","start_time":0,"source_url":"https://wallstreetcn.com/articles/3679455","article_id":"2302271032","we_media_id":null,"thumbnails":["https://static.tigerbbs.com/968c7f56416ea450ba452ed25e324d2e"],"rights":null,"url":"https://stock-news.laohu8.com/highlight/detail?id=2302271032","pubTimestamp":1673328619,"columns":[],"sourceInfo":{"source_id":"wallstreetcn_api","name":"华尔街见闻"},"weMediaInfo":null,"summary":"Miller认为，作为汽车制造商，特斯拉估值不应该超过全球五大汽车制造商的总和，而作为科技公司，它兜售的是个糟糕透顶的生意。连续15年战胜标普的传奇价值投资者Bill Miller表示，由于新能源汽车","collect":0,"end_time":0,"defaultTopTitle":"wallstreetcn.com","property":[],"viewcount":null,"language":"zh","relate_stocks":{"LU0316494557.USD":"FRANKLIN GLOBAL FUNDAMENTAL STRATEGIES \"A\" ACC","LU0234570918.USD":"高盛全球核心股票组合Acc Close","LU2357305700.SGD":"Allianz Global Artificial Intelligence ET H2-SGD","LU1861559042.SGD":"日兴方舟颠覆性创新基金B SGD","LU1839511570.USD":"WELLS FARGO GLOBAL FACTOR ENHANCED EQUITY \"I\" (USD) ACC","LU1548497426.USD":"安联环球人工智能AT Acc","LU1861220033.SGD":"Blackrock Next Generation Technology A2 SGD-H","LU0820561818.USD":"安联收益及增长平衡基金Cl AM DIS","LU0823411888.USD":"法巴消费创新基金 Cap","BK4550":"红杉资本持仓","LU1551013342.USD":"Allianz Income and Growth Cl AMg2 DIS USD","BK4548":"巴美列捷福持仓","LU0823414478.USD":"法巴经典能源转换基金","LU0056508442.USD":"贝莱德世界科技基金A2","IE00B1XK9C88.USD":"PINEBRIDGE US LARGE CAP RESEARCH ENHANCED \"A\" (USD) ACC","LU0097036916.USD":"贝莱德美国增长A2 USD","LU0689472784.USD":"安联收益及增长基金Cl AM AT Acc","BK4551":"寇图资本持仓","LU2087621335.USD":"ALLSPRING GLOBAL FACTOR ENHANCED EQUITY \"A\" (USD) ACC","BK4574":"无人驾驶","LU2249611893.SGD":"BNP PARIBAS ENERGY TRANSITION \"CRH\" (SGD) ACC","LU1852331112.SGD":"Blackrock World Technology Fund A2 SGD-H","LU0943347566.SGD":"安联收益及增长平衡基金AM H2-SGD","IE00BSNM7G36.USD":"NEUBERGER BERMAN SYSTEMATIC GLOBAL SUSTAINABLE VALUE \"A\" (USD) ACC","LU0234572021.USD":"高盛美国核心股票组合Acc","BK4581":"高盛持仓","LU1861558580.USD":"日兴方舟颠覆性创新基金B","BK4527":"明星科技股","LU2063271972.USD":"富兰克林创新领域基金","LU0053666078.USD":"摩根大通基金-美国股票A（离岸）美元","BK4511":"特斯拉概念","BK4099":"汽车制造商","LU1551013425.SGD":"Allianz Income and Growth Cl AMg2 DIS H2-SGD","LU0082616367.USD":"摩根大通美国科技A（dist）","BK4585":"ETF&股票定投概念","LU0198837287.USD":"UBS (LUX) EQUITY SICAV - USA GROWTH \"P\" (USD) ACC","BK4534":"瑞士信贷持仓","LU0719512351.SGD":"JPMorgan Funds - US Technology A (acc) SGD","IE00BWXC8680.SGD":"PINEBRIDGE US LARGE CAP RESEARCH ENHANCED \"A5\" (SGD) ACC","BK4555":"新能源车","LU0348723411.USD":"ALLIANZ GLOBAL HI-TECH GROWTH \"A\" (USD) INC","BK4533":"AQR资本管理(全球第二大对冲基金)","TSLA":"特斯拉","LU1720051108.HKD":"ALLIANZ GLOBAL ARTIFICIAL INTELLIGENCE \"AT\" (HKD) ACC","LU1720051017.SGD":"Allianz Global Artificial Intelligence AT Acc H2-SGD","LU0820561909.HKD":"ALLIANZ INCOME AND GROWTH \"AM\" (HKD) INC","LU1861215975.USD":"贝莱德新一代科技基金 A2"},"translate_title":"Bill Miller, a hedge fund magnate: He is shorting Tesla, and the more he rises, the more empty he is","themeId":"","isJumpTheme":false,"ttsUrl":"https://static.tigerbbs.com/3fca8e8dbb15aa7e538f396bc5c33c7a","symbols_score_info":{"TSLA":0.9},"content_text":"Miller认为，作为汽车制造商，特斯拉估值不应该超过全球五大汽车制造商的总和，而作为科技公司，它兜售的是个糟糕透顶的生意。连续15年战胜标普的传奇价值投资者Bill Miller表示，由于新能源汽车行业竞争日益激烈，他正在做空特斯拉的股票。“我最近做空了特斯拉，今天做空了更多。如果股价上涨，我会做空更多股票，”Miller上周五在接受媒体采访时表示。特斯拉统治新能源汽车行业已有十多年，但随着传统汽车制造商纷纷押注电动汽车赛道，其他新势力强势崛起，特斯拉的领先地位正在被撼动。Miller表示：特斯拉现在正在失去市场份额。他们不得不降价。这是一家非凡的公司，但在我看来，它不值3800亿美元......我只是认为它的价值不应该超过全球五大汽车制造商的总和。而且所有这些（传统车企）都将生产电动汽车。根据最新收盘价计算，丰田、大众、奔驰、通用、福特目前总市值约为4700亿美元。隔夜美股收盘，特斯拉股价大涨近6%，但在过去1年累跌超过65%，市值较2021年年底高点蒸发9000亿美元，约等于5个丰田汽车的市值。由于销售疲态尽显，号称不会降价的特斯拉频频打脸，去年在中国、欧美市场开启数轮降价活动，又在2023年第一周开启了新一轮全球降价，在中国和日本市场的Model 3和Model Y的起售价均下调约10%。除了行业竞争，特斯拉本身的定位也是Miller看跌特斯拉的原因。一直以来，业界对于特斯拉的定位争议不断—— 特斯拉是一家科技公司还是一家汽车公司？Miller认为特斯拉属于后者。正因为它是一家汽车公司，现在的估值看起来太高了。他强调，特斯拉目前的估值是通用汽车500亿美元市值的7倍。我认为特斯拉太贵了。特斯拉盈利比现在的汽车公司都要多。它有大量的自由现金流。如果你认为它是一只科技股，那么它的市盈率应该与其主导电动汽车行业时的市盈率不相上下，这样才合理。若将其作为一个科技公司看待，特斯拉和其他科技公司有一个相当大的区别，那就是汽车业对投资者来说并不那么有吸引力。Miller说：特斯拉和其它科技股之间的区别在于，它兜售的是个糟糕透顶的生意。全球汽车工业是一个糟糕的行业，产能太大，而且资本回报率很低。对于特斯拉来说，它正在与一股糟糕的潮流作斗争。无论如何，Miller都承认了这家明星汽车制造商和前全球首富的过人之处。我认为特斯拉是一家非凡的公司。我认为埃隆•马斯克是个天才。现年72岁的Miller是风投公司Miller Value Partners创办人兼首席执行官，在投资界有着传奇一般的经历，当年他还是Legg Mason价值信托基金操盘手时，曾经连续15年打败标普500指数，成绩斐然。","kind":"news","is_publish_news":true,"is_publish_highlight":true,"is_publish_live":false,"is_publish_wemedia":null,"editions":null,"column":"","sentiment":"0","news_tag":"","news_rank":0,"isVideo":false,"video":null,"symbols":[],"gpt_button":1,"need_auth":false,"code":"91000000","status":"200"},"commentList":[{"id":628555135,"gmtCreate":1673361898727,"gmtModify":1673361902576,"author":{"id":"3453158648648532","authorId":"3453158648648532","name":"垚垚爱看短剧","avatar":"https://static.laohu8.com/74629519e0a728690a3e67c9e7ccdde5","vip":1,"crmLevel":2,"crmLevelSwitch":1,"authorIdStr":"3453158648648532","idStr":"3453158648648532"},"htmlText":"下来我继续抄底[得意]&nbsp;","listText":"下来我继续抄底[得意]&nbsp;","text":"下来我继续抄底[得意]","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":0,"commentSize":0,"repostSize":0,"link":"https://laohu8.com/post/628555135","repostId":2302271032,"repostType":2,"isVote":1,"likeStatus":false,"favoriteStatus":false,"reportStatus":false,"tweetType":1,"langContent":"CN"},{"id":628522598,"gmtCreate":1673358029015,"gmtModify":1673358031001,"author":{"id":"4131003813735020","authorId":"4131003813735020","name":"魔鬼交易员","avatar":"https://static.tigerbbs.com/6bb5d02afce2d2cbac539706c108896c","vip":1,"hat":"https://static.tigerbbs.com/b073a07f77dbe6b3bec6b12311fde6bd","crmLevel":1,"crmLevelSwitch":1,"authorIdStr":"4131003813735020","idStr":"4131003813735020"},"htmlText":"<a href=\"https://laohu8.com/S/TSLA\">$特斯拉(TSLA)$&nbsp;</a><v-v data-views=\"1\"></v-v>当大佬开始公开看空，代表反转时机已到[财迷]&nbsp;","listText":"<a href=\"https://laohu8.com/S/TSLA\">$特斯拉(TSLA)$&nbsp;</a><v-v data-views=\"1\"></v-v>当大佬开始公开看空，代表反转时机已到[财迷]&nbsp;","text":"$特斯拉(TSLA)$ 当大佬开始公开看空，代表反转时机已到[财迷]","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":3,"commentSize":0,"repostSize":0,"link":"https://laohu8.com/post/628522598","repostId":2302271032,"repostType":2,"isVote":1,"likeStatus":false,"favoriteStatus":false,"reportStatus":false,"tweetType":1,"langContent":"CN"},{"id":628528659,"gmtCreate":1673355989471,"gmtModify":1673355992130,"author":{"id":"11107014341500","authorId":"11107014341500","name":"天空使者","avatar":"https://static.tigerbbs.com/c86841c011641e27a5e95607f7abd2c9","vip":1,"crmLevel":9,"crmLevelSwitch":0,"authorIdStr":"11107014341500","idStr":"11107014341500"},"htmlText":"看到这样的消息就放心了&nbsp;","listText":"看到这样的消息就放心了&nbsp;","text":"看到这样的消息就放心了","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":1,"commentSize":0,"repostSize":0,"link":"https://laohu8.com/post/628528659","repostId":2302271032,"repostType":2,"isVote":1,"likeStatus":false,"favoriteStatus":false,"reportStatus":false,"tweetType":1,"langContent":"CN"},{"id":628529680,"gmtCreate":1673353926240,"gmtModify":1673353928958,"author":{"id":"3449524265230488","authorId":"3449524265230488","name":"奥龙","avatar":"https://static.tigerbbs.com/62bf8d7b2050c9585787d42c40987457","vip":1,"crmLevel":9,"crmLevelSwitch":1,"authorIdStr":"3449524265230488","idStr":"3449524265230488"},"htmlText":"假如Bill Miller真敢这么做，估计会输得很惨。咱们拭目以待吧……","listText":"假如Bill Miller真敢这么做，估计会输得很惨。咱们拭目以待吧……","text":"假如Bill Miller真敢这么做，估计会输得很惨。咱们拭目以待吧……","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":2,"commentSize":0,"repostSize":0,"link":"https://laohu8.com/post/628529680","repostId":2302271032,"repostType":2,"isVote":1,"likeStatus":false,"favoriteStatus":false,"reportStatus":false,"tweetType":1,"langContent":"CN"},{"id":628564107,"gmtCreate":1673351272209,"gmtModify":1673351279417,"author":{"id":"3540865998061630","authorId":"3540865998061630","name":"初生的牛犊","avatar":"https://static.tigerbbs.com/6f6471eaddb6eb1ee2fb805221f88257","vip":1,"crmLevel":1,"crmLevelSwitch":0,"authorIdStr":"3540865998061630","idStr":"3540865998061630"},"htmlText":"你的意思是说，苹果的市值，亚马逊的市值，沃尔玛的市值，都不应该很高","listText":"你的意思是说，苹果的市值，亚马逊的市值，沃尔玛的市值，都不应该很高","text":"你的意思是说，苹果的市值，亚马逊的市值，沃尔玛的市值，都不应该很高","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":1,"commentSize":2,"repostSize":0,"link":"https://laohu8.com/post/628564107","repostId":2302271032,"repostType":2,"isVote":1,"likeStatus":false,"favoriteStatus":false,"reportStatus":false,"tweetType":1,"comments":[{"id":7833457,"gmtCreate":1673665412870,"gmtModify":1673665426007,"authorId":3570569801814279,"author":{"id":3570569801814279,"idStr":"3570569801814279","authorId":3570569801814279,"name":"Pegasus__","avatar":"https://static.tigerbbs.com/69d1bb4b64856b774f20328a10f46234","vip":1,"crmLevel":1,"crmLevelSwitch":0,"individualDisplayBadges":[]},"repliedAuthorId":0,"objectId":628564107,"type":1,"supId":0,"prevId":0,"content":"ark还在做多","text":"ark还在做多","html":"ark还在做多"},{"id":7826827,"gmtCreate":1673360171227,"gmtModify":1673360648145,"authorId":3536722343609271,"author":{"id":3536722343609271,"idStr":"3536722343609271","authorId":3536722343609271,"name":"赵脑斧","avatar":"https://static.tigerbbs.com/f62915f31a960cc1d5faa09ec2ecb79e","vip":1,"crmLevel":6,"crmLevelSwitch":0,"individualDisplayBadges":[]},"repliedAuthorId":0,"objectId":628564107,"type":1,"supId":0,"prevId":0,"content":"他们竟扯淡","text":"他们竟扯淡","html":"他们竟扯淡"}],"langContent":"CN"}],"hasMoreComments":false,"newsSizeData":{"likeSize":2,"commentSize":5,"repostSize":0,"favoriteSize":2,"likeStatus":false,"favoriteStatus":false},"isCrawlerRequest":true}