RKLB- Rocket Lab 和 2021破產後的 Hertz，會是屌絲的逆襲嗎？

我就是愛拍照 wrote:
早上醒來七點十分，一...(恕刪)

tcwu wrote:
你如果控制在350%-400%之間保費不知道要多少?
但是如果是超過400%應該不便宜

tcwu wrote:
目前2/20 HTZ $5的CALL成交110口..愛大獨佔100口

tcwu wrote:

都快追過我的75000股 還是已經超過?

tcwu wrote:
財報是2/5不是2月底..所以我的2/13的PUT都不敢動.2手車價可能會漲..因為加拿大調漲出口鋁價.我拿股拿錢都行.當然最好是先拿錢後當天再拿股

tcwu wrote:
去好市多2度就業?聽說他家的保險給得很好

我就是愛拍照 wrote:
還沒呢，這個其實不算...(恕刪)

我就是愛拍照 wrote:

tcwu wrote:
如果2手車價持續漲
其他幾個指標還不錯

Key Metrics

The Manheim Used Vehicle Value Index (MUVVI) rose to 205.5, reflecting a 0.4% increase for wholesale used-vehicle prices (adjusted for mix, mileage, and seasonality) compared to December 2024. The December index is up 0.1% month over month. The long-term average monthly move for December is flat, showing no change from month to month.
Non-adjusted wholesale vehicle prices are now up 0.5% year over year, although they declined 0.4% against November 2025. The long-term average monthly move in non-adjusted values is an increase of 0.3% in December.

Expert Perspective — Jeremy Robb, Interim Chief Economist, Cox Automotive

“Consumer spending trends showed signs of a slowdown in December, as affordability concerns caused many to pull back on the spending reins, translating to depreciation trends catching up a bit in wholesale markets over the month. As we moved into the holiday period, we saw seasonal patterns in used retail sales slowing down, while new retail sales increased against November trends but remained lower compared to 2024.

Consumer sentiment rose throughout December, but five consecutive weeks of lower year-over-year consumer spending kept the pace of sales in check. At Manheim, the year ended with days’ supply rising over the month, as is seasonally normal during the year-end holiday period. As we move into 2026, a few positive indicators are emerging: New and used auto loan rates have fallen to the lowest level in a year, and consumers will soon see increased tax refunds hit their wallets. As this plays out, we are expecting to see stronger demand in the auto market as the year gets underway.”

MMR Prices, Retention & Sales Conversion

。MMR prices for the Three-Year-Old Index declined 0.9% in December.
。MMR retention averaged 99.6% in December, up 60 basis points year over year, and up 0.7 percentage points from November.
。Sales conversion was 56.8% for the period, 4.6 percentage points higher than the most recent three-year average, and up 4.4 percentage points from November.

Takeaway: MMR prices for the Three-Year-Old Index declined a bit more than is typical for this period, as depreciation trends caught up a little to the long-term averages. MMR retention increased moderately and remains seasonally normal for this time of year. Meanwhile, sales conversion indicates a strengthening of demand, as the metric held higher than usual for this time of year.

Segment Performance: Year-Over-Year Price Changes

Overall market prices were up marginally from December 2024, led by the luxury segment and electric vehicles, while compact cars and pickups recorded the most significant declines.





Takeaway: Most vehicle segments remain lower against year-earlier levels; however, we continue to see the luxury segment outperforming the overall market. We have observed the strength in this segment for several months, as it is more influenced by higher EV prices. Compact cars, midsize cars and pickups continue to see larger declines compared to 2024.

EV versus Non-EV Index

。EVs: The Electric Vehicle (EV) Index was up 2.5% year over year but down 0.1% from November.
。Non-EVs: The Non-EV Index was up 0.4% year over year and also higher by 0.1% from November.




Takeaway: With the expiration of government-backed EV incentives, prices moderated, but remain higher than in 2024, when EV values saw much more depreciation in the first half of the year.

Wholesale Supply and Rental Prices

。Wholesale supply: At the end of December, wholesale days’ supply rose to 31.7 days, lower by 1.6 days year over year but higher by 1.1 days compared to November.
。Rental prices: Prices for rental vehicles are higher by 2.7% year over year as they increased in December, rising by 5.2% from November. Rental values on a non-seasonally adjusted basis are 2.9% above 2024’s level and rose 3.6% in December, driven by lower average mileage, which was down almost 15% against December 2024.

Takeaway: Before the pandemic, wholesale vehicle days’ supply averaged 36 days at the end of December, typically rising into year-end as the holiday calendar impacts the pace of sales. In 2025, wholesale supply rose at year-end, as is seasonally normal given the holiday period.