PONY
Pony AI Inc.
+0.29 (+4.35%)6.84USD1.2M成交股數–市值–本益比(近四季)–股價營收比–營收年增(近四季)2026-11-17下次財報
內部人交易 SEC Form 4 · 董事、高階主管與持股 10% 以上股東 · 交易後兩個營業日內申報
買賣點與股價近一年
● 公開市場買進 · ● 公開市場賣出 · 空心 = 10b5-1 預設計畫(事先排程,不代表當下看法)。近一年,只畫 P / S 兩種代碼。
統計
| 近 90 天 買進筆數 · 金額 · 人數 | 0 · 0 · 0 |
|---|---|
| 近 90 天 賣出筆數 · 金額 · 人數 | 3 · 313K · 3 |
| 其中 10b5-1 計畫賣出 | 0 筆 |
| 近 180 天 買進 · 賣出金額 | 0 · 1.1M |
| 近 180 天 淨額 | −1.1M |
公開市場買進(P)是內部人自掏腰包,通常比賣出更有資訊含量 —— 賣出的理由很多(繳稅、分散、買房),買進的理由只有一個。
10b5-1 是事先排定的交易計畫,執行時點不反映當下看法。獲配股票(A)、繳稅扣股(F)、選擇權執行(M)是薪酬流程,不是意見。
| 交易日 | 申報日 | 申報人 | 職稱 | 代碼 | 股數 | 價格 | 金額 | 交易後持股 | 原件 |
|---|---|---|---|---|---|---|---|---|---|
| 2026-06-26 | 06-29 | Mo Luyi | Vice President | S 公開市場賣出 | 14.5K | 6.86 | 99K | 350K | SEC |
| 2026-06-26 | 06-29 | ZHANG NING | Vice President | S 公開市場賣出 | 17.3K | 6.86 | 119K | 630K | SEC |
| 2026-06-26 | 06-29 | Wang Haojun | Chief Financial Officer | S 公開市場賣出 | 13.8K | 6.86 | 94K | 1.4M | SEC |
| 2026-06-25 | 06-29 | ZHANG NING | Vice President | M 選擇權執行 | 3.7K | – | – | 616K | SEC |
| 2026-06-25 | 06-29 | ZHANG NING | Vice President | M 選擇權執行 | 1.3K | – | – | 617K | SEC |
| 2026-06-25 | 06-29 | ZHANG NING | Vice President | M 選擇權執行 | 10.0K | – | – | 627K | SEC |
| 2026-06-25 | 06-29 | ZHANG NING | Vice President | M 選擇權執行 | 20.0K | – | – | 647K | SEC |
| 2026-06-25 | 06-29 | Mo Luyi | Vice President | M 選擇權執行 | 3.7K | – | – | 339K | SEC |
| 2026-06-25 | 06-29 | Mo Luyi | Vice President | M 選擇權執行 | 417 | – | – | 340K | SEC |
| 2026-06-25 | 06-29 | Mo Luyi | Vice President | M 選擇權執行 | 944 | – | – | 341K | SEC |
| 2026-06-25 | 06-29 | Mo Luyi | Vice President | M 選擇權執行 | 9.1K | – | – | 350K | SEC |
| 2026-06-25 | 06-29 | Mo Luyi | Vice President | M 選擇權執行 | 15.0K | – | – | 365K | SEC |
| 2026-06-25 | 06-29 | Lou Tiancheng | Chief Technology Officer | M 選擇權執行 | 31.3K | – | – | 111K | SEC |
| 2026-06-25 | 06-29 | Wang Haojun | Chief Financial Officer | M 選擇權執行 | 10.0K | – | – | 1.4M | SEC |
| 2026-06-25 | 06-29 | Lou Tiancheng | Chief Technology Officer | D 處分 | 31.3K | 6.93 | 217K | 80.2K | SEC |
| 2026-06-25 | 06-29 | Wang Haojun | Chief Financial Officer | M 選擇權執行 | 23.8K | – | – | 1.5M | SEC |
| 2026-06-25 | 06-29 | Wang Haojun | Chief Financial Officer | M 選擇權執行 | 962 | – | – | 1.4M | SEC |
| 2026-03-30 | 03-31 | Gao Tian | VP, Chief of Staff, GC | S 公開市場賣出 | 31.6K | 8.69 | 274K | 332K | SEC |
| 2026-03-30 | 03-31 | Wang Haojun | Chief Financial Officer | S 公開市場賣出 | 18.3K | 8.69 | 159K | 1.4M | SEC |
| 2026-03-30 | 03-31 | Mo Luyi | Vice President | S 公開市場賣出 | 19.9K | 8.69 | 173K | 336K | SEC |
| 2026-03-30 | 03-31 | ZHANG NING | Vice President | S 公開市場賣出 | 22.9K | 8.69 | 199K | 613K | SEC |
| 2026-03-25 | 03-27 | Mo Luyi | Vice President | M 選擇權執行 | 11.0K | – | – | 329K | SEC |
| 2026-03-25 | 03-27 | Mo Luyi | Vice President | M 選擇權執行 | 1.3K | – | – | 330K | SEC |
| 2026-03-25 | 03-27 | Mo Luyi | Vice President | M 選擇權執行 | 944 | – | – | 331K | SEC |
| 2026-03-25 | 03-27 | Mo Luyi | Vice President | M 選擇權執行 | 9.1K | – | – | 340K | SEC |
| 2026-03-25 | 03-27 | Mo Luyi | Vice President | M 選擇權執行 | 15.0K | – | – | 355K | SEC |
| 2026-03-25 | 03-27 | Wang Haojun | Chief Financial Officer | M 選擇權執行 | 963 | – | – | 1.4M | SEC |
| 2026-03-25 | 03-27 | Wang Haojun | Chief Financial Officer | M 選擇權執行 | 10.0K | – | – | 1.4M | SEC |
| 2026-03-25 | 03-27 | Wang Haojun | Chief Financial Officer | M 選擇權執行 | 23.8K | – | – | 1.4M | SEC |
| 2026-03-25 | 03-27 | Gao Tian | VP, Chief of Staff, GC | M 選擇權執行 | 16.0K | – | – | 323K | SEC |
| 2026-03-25 | 03-27 | Gao Tian | VP, Chief of Staff, GC | M 選擇權執行 | 813 | – | – | 324K | SEC |
| 2026-03-25 | 03-27 | Gao Tian | VP, Chief of Staff, GC | M 選擇權執行 | 7.5K | – | – | 331K | SEC |
| 2026-03-25 | 03-27 | Gao Tian | VP, Chief of Staff, GC | M 選擇權執行 | 31.9K | – | – | 363K | SEC |
| 2026-03-25 | 03-27 | ZHANG NING | Vice President | M 選擇權執行 | 11.0K | – | – | 604K | SEC |
| 2026-03-25 | 03-27 | ZHANG NING | Vice President | M 選擇權執行 | 1.3K | – | – | 605K | SEC |
| 2026-03-25 | 03-27 | ZHANG NING | Vice President | M 選擇權執行 | 10.0K | – | – | 615K | SEC |
| 2026-03-25 | 03-27 | ZHANG NING | Vice President | M 選擇權執行 | 20.0K | – | – | 635K | SEC |
| 2026-03-25 | 03-27 | Lou Tiancheng | Chief Technology Officer | M 選擇權執行 | 31.3K | – | – | 111K | SEC |
| 2026-03-25 | 03-27 | Lou Tiancheng | Chief Technology Officer | D 處分 | 31.3K | 11.39 | 356K | 80.2K | SEC |
機構持股(13F) 管理規模 1 億美元以上的機構,每季末後 45 天內申報 · 最新 2026-06-30
前 25 大持有機構季末市值 · 與前一季股數比較
| 機構 | 持股 | 季末市值 | 股數季變化 | 動作 |
|---|---|---|---|---|
| ONTARIO TEACHERS PENSION PLAN BOARD | 21.6M | 150M | +15.1M (+233%) | 加碼 |
| BAILLIE GIFFORD & CO | 12.4M | 86.3M | +6.1M (+95%) | 加碼 |
| FMR LLC | 10.8M | 75.1M | −3.1M (-22%) | 減碼 |
| VANGUARD CAPITAL MANAGEMENT LLC | 8.2M | 56.7M | +283K (+4%) | 加碼 |
| HSG Holding Ltd | 7.5M | 52.4M | 不變 | 持平 |
| TMT General Partner Ltd | 6.9M | 48.2M | 不變 | 持平 |
| 挪威主權基金 NORGES BANK | 5.3M | 36.9M | 新進 | 新進 |
| MIRAE ASSET GLOBAL ETFS HOLDINGS Ltd. | 4.4M | 30.8M | +152K (+4%) | 加碼 |
| UBS Group AG | 4.4M | 30.5M | +2.5M (+132%) | 加碼 |
| IDG China Venture Capital Fund IV Associates L.P. | 4.0M | 27.7M | 不變 | 持平 |
| MORGAN STANLEY | 2.9M | 20.2M | −296K (-9%) | 減碼 |
| WELLINGTON MANAGEMENT GROUP LLP | 2.8M | 19.5M | −235K (-8%) | 減碼 |
| Eurizon Capital SGR S.p.A. | 2.7M | 19.0M | +1.6M (+132%) | 加碼 |
| BAMCO INC /NY/ | 2.7M | 18.9M | +594K (+28%) | 加碼 |
| M&G PLC | 2.4M | 17.0M | +794K (+48%) | 加碼 |
| Carlyle Group Inc. | 2.4M | 16.4M | 不變 | 持平 |
| VANGUARD FIDUCIARY TRUST CO | 2.2M | 15.5M | +83.5K (+4%) | 加碼 |
| 方舟(伍德) ARK Investment Management LLC | 2.2M | 15.4M | +286K (+15%) | 加碼 |
| GOLDMAN SACHS GROUP INC | 1.9M | 13.0M | +1.4M (+282%) | 加碼 |
| Lingotto Investment Management LLP | 1.8M | 12.6M | −1.5M (-45%) | 減碼 |
| Sumitomo Mitsui Trust Group, Inc. | 1.6M | 11.1M | −225K (-12%) | 減碼 |
| Amova Asset Management Americas, Inc. | 1.6M | 11.1M | −225K (-12%) | 減碼 |
| Ghisallo Capital Management LLC | 1.5M | 10.4M | 新進 | 新進 |
| 城堡 CITADEL ADVISORS LLC | 1.1M | 7.4M | −806K (-43%) | 減碼 |
| MASTERS CAPITAL MANAGEMENT LLC | 950K | 6.6M | 不變 | 持平 |
持有機構數近 12 季
每季 13F 申報中持有本股的機構家數;綠柱 = 比上季少。機構數是「有多少人在船上」,不是「買了多少」。
| 持有機構 · 季變化 | 154 +5 |
|---|---|
| 新進 / 出清 / 加碼 / 減碼 | 34 / 29 / 63 / 31 |
| 機構合計持股 · 佔流通股 | 136M |
| 合計季末市值 | 915M |
13F 只申報多頭部位(含可轉債與選擇權,選擇權這裡已排除),不申報放空,也不申報 1 億美元以下的機構。同一集團多個申報主體會各算一家。
放空餘額 FINRA 每月兩次(15 日與月底結算)· 最新 2026-08-31
空單佔流通股近 13 個月
FINRA 每月兩次結算的空單餘額佔流通股數的比例,近 13 個月。滑到柱子看股數與回補天數。
最新一期
| 空單股數 | 23.2M |
|---|---|
| 與上期比 | +6.8% |
| 佔流通股數 | –(外國發行人不算) |
| 日均成交量 | 4.8M |
| 回補天數 | 4.9 天 |
空單佔比 10% 以上算高、20% 以上算很高(這是通行的說法,不是本站的判斷)。回補天數 = 空單 ÷ 日均量,天數愈長,空方要出場時愈容易推升股價。
放空餘額是「有人借股票賣掉還沒還」的存量,不代表看空的人正在加碼;避險基金做多空配對時也會產生空單。
| 結算日 | 空單股數 | 與上期比 | 佔流通股 | 日均量 | 回補天數 |
|---|---|---|---|---|---|
| 2026-08-31 | 23.2M | +6.8% | – | 4.8M | 4.9 |
| 2026-08-14 | 21.7M | -5.5% | – | 2.8M | 7.7 |
| 2026-07-31 | 23.0M | -14.4% | – | 3.8M | 6.1 |
| 2026-07-15 | 26.8M | -9.2% | – | 3.3M | 8.1 |
| 2026-06-30 | 29.6M | -1.6% | – | 4.2M | 7.1 |
| 2026-06-15 | 30.1M | -0.5% | – | 4.9M | 6.2 |
| 2026-05-29 | 30.2M | +16.3% | – | 6.2M | 4.9 |
| 2026-05-15 | 26.0M | +0.2% | – | 4.2M | 6.2 |
| 2026-04-30 | 25.9M | +2.1% | – | 3.4M | 7.7 |
| 2026-04-15 | 25.4M | +3.5% | – | 3.4M | 7.5 |
| 2026-03-31 | 24.5M | +8.2% | – | 7.8M | 3.2 |
| 2026-03-13 | 22.7M | +16.2% | – | 3.8M | 6.0 |
| 2026-02-27 | 19.5M | -5.2% | – | 2.5M | 7.7 |
| 2026-02-13 | 20.6M | +8.4% | – | 3.2M | 6.4 |
| 2026-01-30 | 19.0M | -4.6% | – | 3.8M | 5.0 |
| 2026-01-15 | 19.9M | +8.8% | – | 4.6M | 4.3 |
| 2025-12-31 | 18.3M | -5.7% | – | 4.3M | 4.3 |
| 2025-12-15 | 19.4M | -8.8% | – | 3.5M | 5.5 |
| 2025-11-28 | 21.3M | +11.9% | – | 6.3M | 3.4 |
| 2025-11-14 | 19.0M | +8.9% | – | 7.1M | 2.7 |
| 2025-10-31 | 17.5M | -10.8% | – | 5.9M | 3.0 |
| 2025-10-15 | 19.6M | -0.5% | – | 6.8M | 2.9 |
| 2025-09-30 | 19.7M | +21.0% | – | 11.4M | 1.7 |
| 2025-09-15 | 16.3M | +1.3% | – | 5.7M | 2.8 |
| 2025-08-29 | 16.0M | -8.7% | – | 4.6M | 3.5 |
| 2025-08-15 | 17.6M | +3.8% | – | 7.5M | 2.3 |