看空特斯拉
墨菲
2017-06-20
$特斯拉(TSLA)$看空特斯拉到350。
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毛豆蛙
2017-06-20
毛豆蛙
目测你会被另一端的小散用信仰和坚持的唾沫淹死。所以up你一下，需要另一种声音。都是短线的赌徒，另一端不比你更智慧和高尚。
墨菲
:
长期说，大家都是挣企业发展的红利。短期看，多空就是牌子的对手，不是你赢我输、我输你赢。只希望输赢者稍微多谢“愿赌服输”的契约精神，体面一些。
九格
回复
墨菲
:
是啊，贝索斯比他靠谱很多，虽然说商人的话都要打折来听，但是贝索斯起码能听八成，Musk就总是踩在“吹牛”和“正常商业夸大”的那条微妙的分界线上，总让人觉得哪天可能不小心就坑了
墨菲
回复
九格
:
对，这也是我musk做事有所微词的地方，不停的给资本市场利多的消息刺激，兑现的总超预期。作为一个尚未盈利估值很高的企业，兑现不超预期是危险的，贝索斯这方面就好太多。
九格
回复
墨菲
:
不是，按Musk一贯作风，他不会任“利空出尽”的，十之八九要搞事的，他太擅长面对投资者了
墨菲
回复
毛豆蛙
:
有种思路叫做利好出尽。
全部7条回复
三戒贪嗔痴
2017-06-21
三戒贪嗔痴
特斯拉空头数量仅次于baba，能量在积蓄，要搞事的节奏。不参与，安全为上
eleesa
回复
墨菲
:
你拿特斯拉和百度比？和谷歌比还差不多
三戒贪嗔痴
回复
核桃桃
:
莆田把度娘搞臭了
核桃桃
回复
三戒贪嗔痴
:
卧槽 你才卖假药，我大度娘是AI公司
三戒贪嗔痴
回复
墨菲
:
你把他跟卖假药的比，这个没有说服力，特斯拉必须考虑他的品牌价值，作为专职电动车领域的高端品牌，技术集成比其他谷歌要强很多，个人看好未来，只是近期涨的太多了。
墨菲
:
阿里3600亿的市值160的做空，与特斯拉600亿的市值100亿的做空，力量权重还是区别很大的。短期内，我并不坚信空方一定会赢。长期来看，我认为，如果是汽车企业，它市值超过通用、宝马很可笑；如果说它是数据与人工智能企业，它的技术与数据与总有百度无人驾驶与百度地图的百度差一个量级，市值却快赶上百度，也可笑；如果是一家新能源企业，新能源不盈利的情况下，享受这么高的估值，还很可笑；造梦企业吧。
斗战胜佛巴菲特
2017-06-20
斗战胜佛巴菲特
明天你会爆仓
墨菲
:
愿赌服输，爆仓需要明天750左右。
九格
2017-06-21
九格
这么巧？我也是350
不过还是要做好随时跑路的准备的，而且如果股价太强势的话，也可能盘整当回调
朝圣海布里
2017-06-20
朝圣海布里
我是看多的，但是也觉得都说七月会涨，这就有点儿悬了
kungfupan
2017-06-21
kungfupan
7月必涨，model 3量产发布会啊
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精彩评论
不过还是要做好随时跑路的准备的，而且如果股价太强势的话，也可能盘整当回调