LCID 全部观点

LCID 这一页 3 条观点条目，其中 0 条方向发生变化。

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AI Stocks Report with Warren Redlich发布 2026-09-20
《Figure Fraud - AI Report + Elon Musk - Jensen Huang》
$LCID看跌
Lucid Motors是一场骗局，其未能实现规模化交付或盈利，运作方式如同烧钱机器。

我一开始就开了个玩笑，说 Lucid Motors 收购了 App Terra，我们要造一款三轮两座豪华轿跑。

I just made a joke to start with that Lucid Motors has acquired App Terra and we'll build a three-wheel two passenger luxury coupe.

我喜欢拿 Lucid Motors、Aterra，现在还有 Figure 开玩笑。Lucid，我想我是 2019 年开始关注的。我不记得什么时候开始关注 Appara 了，但一直有这样一种历史：下一个特斯拉，哦，这些人比特斯拉更强。

他们这件事做得比特斯拉好。他们做得不好。特斯拉其实根本不知道自己在干什么。而这些人，这些人会把它做对。

I like making fun of Lucid Motors, Aterra, and now Figure. So, Lucid, I think I started following in 2019. I don't remember when I started following Appara, but there's this history of the next Tesla and oh, these guys are they're better than Tesla.

They're they're they're doing this better than Tesla. They're doing bad. Tesla doesn't really know what they're doing. And these guys these guys are going to get it right.

看原视频00:05
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Parkev Tatevosian, CFA发布 2026-09-19
《Great News for Lucid Stock Investors | LCID Stock Analysis》
$LCID看跌
尽管技术实力强劲，但由于巨额财务亏损以及自由现金流预计为负，LCID 目前尚不具备买入条件。

我有一个对 Lucid 股票投资者来说的好消息：该公司已与欧洲客运平台 Bolt 达成一项重大合作，将在欧洲主要城市部署至少 25,000 辆自动驾驶汽车。

I have great news for Lucid stock investors: the company has entered into a major partnership with European passenger transport platform Bolt to deploy at least 25,000 self-driving vehicles in major European cities .

因此，这一积极进展带动 Lucid 股价大幅上涨，当日涨幅超过 9%。我想讨论一下其中的细节，看看这是否终于让 Lucid 股票成为一个买入机会。

Therefore, this positive development led to a significant rise in Lucid's shares. It rose by more than 9% during the day. I wanted to discuss the details and see if this finally made Lucid stock a buying opportunity.

他说在等
业务可持续性的改善以及实现盈亏平衡的路径
实现自我可持续性，或大幅减少净亏损
未来几年财报
若实现，则削弱看空逻辑；若亏损如预期持续，则支持看空逻辑
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T3 Live发布 2026-09-11
《How to grow a 100k account trading whether you want to trade full-time or grow your retirement》
$LCID看跌
LCID 的估值（600-700亿美元）相对其销售额高得离谱，给出卖出建议并预期股价下跌。

所以，在公告之前我们就参与了这只Lucid Spack，因为所有人都知道这个SPAC要收购Lucid，但交易尚未确认。于是股价一路涨、涨、涨，涨到大概70美元，也许65，差不多那样，对吧？

而现在Lucid的合并被抛售，公告发布，这个合并的估值也出来了，高达数十亿、数十亿。我是说大概600亿、700亿。我就想，这车他们才卖了大概10辆，也许50辆。我不知道他们卖了多少辆车，但在我知道这些数字之后，这是史上最离谱的估值。

我说卖，就卖。别犹豫，就卖。我们就卖了。我毫不夸张。我想我们是在57卖出的。我想你得去看图表，但我很确定Lucid在两天内就跌到了25左右。

So, we were involved in this Lucid Spack before the announcement because everyone in their mother knew that this spa was buying Lucid, but wasn't a confirmed deal. So, the stock just went higher and higher and higher till it was like $70, maybe 65, something like that, right?

And now the Lucid combination gets dumped and the announcements made and the valuation of this combination comes out and it was in the billions and billions. I mean like 60 70 billion.

And I'm like this car they've sold like 10 cars like maybe 50. I don't know how many cars they've sold but this is the most egregious valuation in history now that I know the numbers.

And I said sell just sell. Like don't even just just sell. And we sold. And I literally don't exaggerate. I think we sold it at 57. I think you'd have to look at the chart, but I'm pretty sure Lucid within two days was like at 25.

看原视频55:23
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