散户永远是“韭菜”。_老虎社区_美港股上老虎 - 老虎社区

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散户永远是“韭菜”。这个下跌只是开始，现在加仓等于冒险接“飞刀”。虽然下跌有业绩的影响，更主要的可能是“并入”spaceX消息渐近的结果。特斯拉这点业绩能填补“X”巨大缺口吗？所以买入股票不动动脑筋，怎么会赚钱呢？

特斯拉暴跌15%，空头单日狂赚41亿美元，散户逆势加仓

$特斯拉$股价周四大跌，做空者收获颇丰，而围绕这家电动车制造商的分歧也随之加深。特斯拉股价周四盘中一度下挫15%，创逾一年来最大单日跌幅，此前该公司第二季度利润逊于预期，市场对其人工智能与机器人业务前景的疑虑再度升温。据S3 Partners董事总经理Ihor Dusaniwsky测算，此轮抛售令做空者单日按市值计算的账面收益约达41.2亿美元。受年初至今累计跌幅近30%拖累，特斯拉做空者今年迄今的账面收益已累计约达89.2亿美元。

特斯拉暴跌15%，空头单日狂赚41亿美元，散户逆势加仓

# 华尔街见闻

免责声明：上述内容仅代表发帖人个人观点，不构成本平台的任何投资建议。

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谈定有钱剩
·07-24
我猜你肯定是个老登，而且不是做科技行业的。对科技的认知只是靠刷刷营销号短视频。还有你肯定没充值过Ai会员，不会用Ai，只用用豆包 [开心]
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class=\"t-img-caption\"><img src=\"https://community-static.tradeup.com/news/a97df2a9e58cd0f3935aa1f3437878c2\" data-align=\"center\" tg-width=\"1158\" tg-height=\"767\"/><span></span></p><h2 style=\"text-align: left;\">做空压力居&#34;七巨头&#34;之首</h2><p style=\"text-align: left;\">特斯拉在美股&#34;科技七巨头&#34;中做空比例最高。S3 Partners数据显示，<strong>目前约3%的特斯拉流通股遭到做空，而七巨头中做空比例第二高的<a href=\"https://laohu8.com/S/META\">Meta</a>，该比例仅为1.6%。</strong></p><p style=\"text-align: left;\">估值层面，特斯拉当前股价对应未来12个月预期市盈率高达151倍，<strong>是七巨头中估值最贵的成员，今年以来表现也在七巨头中垫底。</strong></p><p style=\"text-align: left;\"><a href=\"https://laohu8.com/S/0HB5.UK\">法国巴黎银行</a>分析师James Picariello在研究报告中指出，&#34;随着特斯拉以极为激进的资本开支节奏追求雄心勃勃的人工智能目标，我们对其AI进展提速的速度持高度审慎态度，且股价估值中已隐含了极高的预期。&#34;他维持相当于卖出的评级及280美元目标价。</p><p style=\"text-align: left;\">与此同时，低于预期的汽车业务利润率令市场对特斯拉核心业务的盈利能力产生新的质疑，进而动摇其支撑未来宏大愿景与资本开支计划的能力。</p><h2 style=\"text-align: left;\">分歧中现&#34;抄底&#34;声音</h2><p style=\"text-align: left;\">尽管空头气氛浓厚，仍有分析师持不同看法。</p><p style=\"text-align: left;\">晨星分析师Seth Goldstein认为，特斯拉股价目前已被低估，并维持对该公司未来强劲增长的判断，其公允价值目标价为450美元。Goldstein在报告中写道：</p><blockquote><p style=\"text-align: left;\">&#34;对于长期投资者而言，我们认为此次回调是一个良好的买入机会。&#34;</p></blockquote><p style=\"text-align: left;\">Vanda Research分析师Viraj Patel表示，周四特斯拉成为散户投资者买入最多的股票，净买入金额达到4200万美元。</p></body></html>","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>特斯拉暴跌15%，空头单日狂赚41亿美元，散户逆势加仓</title>\n<style 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left;\"><a href=\"https://laohu8.com/S/TSLA\">特斯拉</a>股价周四大跌，做空者收获颇丰，而围绕这家电动车制造商的分歧也随之加深。</p><p style=\"text-align: left;\">特斯拉股价周四盘中一度下挫15%，创逾一年来最大单日跌幅，此前该公司第二季度利润逊于预期，市场对其人工智能与机器人业务前景的疑虑再度升温。</p><p style=\"text-align: left;\">据S3 Partners董事总经理Ihor Dusaniwsky测算，<strong>此轮抛售令做空者单日按市值计算的账面收益约达41.2亿美元。</strong></p><p style=\"text-align: left;\">受年初至今累计跌幅近30%拖累，特斯拉做空者今年迄今的账面收益已累计约达89.2亿美元。</p><p style=\"text-align: left;\">与此同时，散户投资者却选择逆势加仓，据Vanda Research的Viraj Patel数据显示，<strong>周四特斯拉以4200万美元净买入额成为散户买入最多的股票。</strong></p><p class=\"t-img-caption\"><img src=\"https://community-static.tradeup.com/news/a97df2a9e58cd0f3935aa1f3437878c2\" data-align=\"center\" tg-width=\"1158\" tg-height=\"767\"/><span></span></p><h2 style=\"text-align: left;\">做空压力居&#34;七巨头&#34;之首</h2><p style=\"text-align: left;\">特斯拉在美股&#34;科技七巨头&#34;中做空比例最高。S3 Partners数据显示，<strong>目前约3%的特斯拉流通股遭到做空，而七巨头中做空比例第二高的<a href=\"https://laohu8.com/S/META\">Meta</a>，该比例仅为1.6%。</strong></p><p style=\"text-align: left;\">估值层面，特斯拉当前股价对应未来12个月预期市盈率高达151倍，<strong>是七巨头中估值最贵的成员，今年以来表现也在七巨头中垫底。</strong></p><p style=\"text-align: left;\"><a href=\"https://laohu8.com/S/0HB5.UK\">法国巴黎银行</a>分析师James Picariello在研究报告中指出，&#34;随着特斯拉以极为激进的资本开支节奏追求雄心勃勃的人工智能目标，我们对其AI进展提速的速度持高度审慎态度，且股价估值中已隐含了极高的预期。&#34;他维持相当于卖出的评级及280美元目标价。</p><p style=\"text-align: left;\">与此同时，低于预期的汽车业务利润率令市场对特斯拉核心业务的盈利能力产生新的质疑，进而动摇其支撑未来宏大愿景与资本开支计划的能力。</p><h2 style=\"text-align: left;\">分歧中现&#34;抄底&#34;声音</h2><p style=\"text-align: left;\">尽管空头气氛浓厚，仍有分析师持不同看法。</p><p style=\"text-align: left;\">晨星分析师Seth Goldstein认为，特斯拉股价目前已被低估，并维持对该公司未来强劲增长的判断，其公允价值目标价为450美元。Goldstein在报告中写道：</p><blockquote><p style=\"text-align: left;\">&#34;对于长期投资者而言，我们认为此次回调是一个良好的买入机会。&#34;</p></blockquote><p style=\"text-align: left;\">Vanda Research分析师Viraj Patel表示，周四特斯拉成为散户投资者买入最多的股票，净买入金额达到4200万美元。</p></body></html>\n\n</article>\n</div>\n</body>\n</html>\n","type":0,"thumbnail":"https://static.tigerbbs.com/a4c7bb412102c46bdb151a08ff1e3ee7","relate_stocks":{"TSLZ":"2倍做空TSLA ETF-T-Rex","LU1861220033.SGD":"Blackrock Next Generation Technology A2 SGD-H","BK4516":"特朗普概念","TLA":"GraniteShares Autocallable TSLA ETF","LU1435385759.SGD":"Natixis Loomis Sayles US Growth Equity RA SGD-H","LU2756315664.SGD":"ALLIANZ INCOME AND GROWTH \"AMI\" (SGDHDG) INC","LU1548497426.USD":"安联环球人工智能AT Acc","LU2168564495.EUR":"AZ ALLOCATION - TREND \"AI\" (EUR) ACC","BK4592":"伊斯兰概念","LU2168564222.USD":"AZ ALLOCATION - TREND \"AAZ\" (USDHDG) ACC","LU2168564065.EUR":"AZ ALLOCATION - TREND \"AAZ\" (EUR) ACC","LU2326559502.SGD":"Natixis Loomis Sayles US Growth Equity P/A SGD-H","LU1629891620.HKD":"ALLIANZ INCOME AND GROWTH \"AMG2\" (H2-HKD) INC","BK4548":"巴美列捷福持仓","LU2168563687.JPY":"AZ ALLOCATION - TREND \"AAZ\" (JPYHDG) ACC","IE00BSNM7G36.USD":"NEUBERGER BERMAN 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Research的Viraj Patel数据显示，周四特斯拉以4200万美元净买入额成为散户买入最多的股票。做空压力居\"七巨头\"之首特斯拉在美股\"科技七巨头\"中做空比例最高。S3 Partners数据显示，目前约3%的特斯拉流通股遭到做空，而七巨头中做空比例第二高的Meta，该比例仅为1.6%。估值层面，特斯拉当前股价对应未来12个月预期市盈率高达151倍，是七巨头中估值最贵的成员，今年以来表现也在七巨头中垫底。法国巴黎银行分析师James Picariello在研究报告中指出，\"随着特斯拉以极为激进的资本开支节奏追求雄心勃勃的人工智能目标，我们对其AI进展提速的速度持高度审慎态度，且股价估值中已隐含了极高的预期。\"他维持相当于卖出的评级及280美元目标价。与此同时，低于预期的汽车业务利润率令市场对特斯拉核心业务的盈利能力产生新的质疑，进而动摇其支撑未来宏大愿景与资本开支计划的能力。分歧中现\"抄底\"声音尽管空头气氛浓厚，仍有分析师持不同看法。晨星分析师Seth Goldstein认为，特斯拉股价目前已被低估，并维持对该公司未来强劲增长的判断，其公允价值目标价为450美元。Goldstein在报告中写道：\"对于长期投资者而言，我们认为此次回调是一个良好的买入机会。\"Vanda Research分析师Viraj 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