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主题:【原创】GM, 第一张倒下的多米诺骨牌? -- 倥偬飞人

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家园 【原创】GM, 第一张倒下的多米诺骨牌?

自从上周五以来,通用汽车已经跌了10%。

当现实开始露出它丑陋的面目的时候,suckers' rally的终结就要开始了。通用汽车也许就是这多米诺骨牌的第一张。one can fly high for a moment, but no one can defy gravity。

现实如何呢?房地产就不说了,还没有到低。而汽车行业本身就没有起色,经济衰退来临之际,更难转身了,何况是面临强敌如丰田者。全世界范围内,通用恐怕也都要走下坡路,向小布哭诉也没有用,小布自己还一大堆烦心事呢。即使在美国建的厂子,日系车都比美国车要赚钱,光吵吵日元被人为操控有什么用?

表面上Kerkorian卖掉了接近5亿美元的通用股票,导致了GM下滑,但是这种事情是迟早要来的。Kerkorian才只不过卖掉了一小部分而已,他既然要卖,现在的交易只不过是个开始,大头还在后面。我要是Kerkorian也会很高兴这个时候卖掉,suckers' rally把一个亏损而且没有什么希望的股票推到目前的高位,此时不卖,更待何时?

那些情况好不到哪儿去虚涨的股票,恐怕要感受到冬天吹来的第一股寒风了吧?

Kerkorian says cuts GM stake

Wednesday November 22, 1:15 pm ET

DETROIT (Reuters) - Billionaire Kirk Kerkorian's Tracinda Corp. investment firm on Wednesday said it had sold $462 million of stock in General Motors Corp this week, taking its stake in the automaker to 7.4 percent from 9.9 percent.

In a U.S. regulatory filing, Tracinda said it had agreed on Monday to sell 14 million GM common shares in a private transaction for $33 per share.

Representatives of Tracinda Corp and GM could not be immediately reached for comment.

Kerkorian's associate Jerry York resigned from GM's board on October 6 in a dispute over board oversight and strategy triggered by the automaker's decision not to pursue an alliance with Renault-Nissan.

Speculation that Kerkorian could be looking to reduce his stake in GM had pushed the stock sharply lower this week.

Since Friday, GM shares have dropped about 10 percent. The stock's decline was the biggest drag on the Dow Jones industrial average on Wednesday.

(Additional reporting by John Poirier in Washington)

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