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渾水創辦人:各國將以極低息推動減排有利特斯拉
阿思達克 08-13 14:13
沽空機構渾水(Muddy Water)創辦人Carson Block致函投資者,表示已改變看空美國電動車生產商特斯拉(Tesla)(TSLA.US)的立場。 Block指出,在推動經濟減排上,利率必須維持極低水平,並相信情況會持續數十年,以推動減排科技投資,又指這會是美、歐、日央行的政策。他認爲低息環境有利特斯拉。 Block亦分析看淡特斯拉的理由,看淡者認爲特期拉在規模效應上難與通用汽車、福特及大衆等競爭,但看淡者忽略特斯拉的資本基礎,並指特斯拉市值超過7,000億美元,資本基礎遠勝其他競爭對手,特斯拉可在市值下跌前集資,且須留意的是特斯拉每次集資股價都會上升。 Block認爲市場仍有大量給予沽空者的機會。
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