$TSLA(TSLA_老虎社区_美港股上老虎 - 老虎社区

特斯拉多头和PLTR多头

$TSLA(TSLA)$

$Palantir Technologies Inc.(PLTR)$ 长期看多

AI没有泡沫，只是需要一点时间证明应用能力，市场上能看到应用前景的是少数，但股价的涨幅让市场担心回报能力。短期波动是正常的，长期看都是起点。

短期情绪叠加了降息暂停的不确定风险，美国的经济基本面没有太大问题。就业并没有太差，经济向上，让资本预期担心不降息。华尔街只是经济的润滑剂，但散户应该所走的路则应该原则上是不同。长期Ai应用的潜力巨大。

免责声明：上述内容仅代表发帖人个人观点，不构成本平台的任何投资建议。

精彩评论

暮烟风雨
11-23
暮烟风雨
特斯拉的人形机器人，售价马斯克给出的预期要控制在2万美元以内，就算10年完成100万台，也才200亿美金，但是如果市值达到3万亿，则马斯克可以解锁1%，也就是300亿美金，相当于销售额还不足以支付马斯克薪酬
- 特斯拉多头和PLTR多头回复特斯拉多头和PLTR多头:
  拿不到一分钱则相当于ceo无偿打工十年。
- 特斯拉多头和PLTR多头:
  根据现有量产计划，特斯拉Optimus人形机器人的十年总产量预计为1亿台。而你的预测是一百万台，相当于达成目标的1%。如果仅仅是达成1%的目标，股价不可能翻那么多倍。而根据薪资计划股价达不到的结果是马斯克一分钱都拿不到。
DrewStrong
11-21
DrewStrong
特斯拉和PLTR拿稳了，AI革命才刚开始！
- 特斯拉多头和PLTR多头:
  [比心]
上山抓牛股
11-23
上山抓牛股
对于AI泡沫回应，其实先看特斯拉Robotaxi/FSD，再看擎天柱机器人，到目前为止最大终端杀手级应用进展就可以了，在可见的5年内就能真刀真枪见真章。
闲人马斯克
11-22
闲人马斯克
支持你 [强]

发表看法

7

4

{"i18n":{"language":"zh_CN"},"detailType":1,"isChannel":false,"data":{"magic":2,"id":502550294958968,"tweetId":"502550294958968","gmtCreate":1763711858621,"gmtModify":1763713933199,"author":{"id":3549622429300319,"idStr":"3549622429300319","authorId":3549622429300319,"authorIdStr":"3549622429300319","name":"特斯拉多头和PLTR多头","avatar":"https://static.tigerbbs.com/ea5a87f25f862e1155952bc556a5072d","vip":1,"userType":1,"introduction":"","boolIsFan":false,"boolIsHead":false,"crmLevel":8,"crmLevelSwitch":1,"currentWearingBadge":{"badgeId":"228c86a078844d74991fff2b7ab2428d-3","templateUuid":"228c86a078844d74991fff2b7ab2428d","name":"投资合伙人虎","description":"证券账户累计交易金额达到100万美元","bigImgUrl":"https://static.tigerbbs.com/fbeac6bb240db7da8b972e5183d050ba","smallImgUrl":"https://static.tigerbbs.com/436cdf80292b99f0a992e78750ac4e3a","grayImgUrl":"https://static.tigerbbs.com/506a259a7b456f037592c3b23c779599","redirectLinkEnabled":0,"hasAllocated":1,"isWearing":1,"stampPosition":0,"hasStamp":0,"allocationCount":1,"allocatedDate":"2021.12.28","exceedPercentage":"93.09%","individualDisplayEnabled":0},"individualDisplayBadges":[],"fanSize":2700,"starInvestorFlag":true,"fullDisclosureFlag":false,"starInvestorFollowerNum":1121,"starInvestorOrderShareNum":910,"userFollowInvestorFlag":false,"orderNotificationFlag":false,"ror":760.83,"showRor":true,"investmentPhilosophy":"R1:关注最优秀的人 🧠判趋势\nR2:Choice 100X&宏观时机\nR3:Try to do nothing for long periods\nR4:Don’t time the market","winRationPercentage":66.409266,"tradeVolumeEst":0},"themes":[],"images":[],"coverImages":[],"title":"","html":"<html><head></head><body><a href=\"https://laohu8.com/S/TSLA\">$TSLA(TSLA)$&nbsp;</a><v-v data-views=\"1\"></v-v>&nbsp;<a href=\"https://laohu8.com/S/PLTR\">$Palantir Technologies Inc.(PLTR)$&nbsp;</a><v-v data-views=\"1\"></v-v> 长期看多\n<p>AI没有泡沫，只是需要一点时间证明应用能力，市场上能看到应用前景的是少数，但股价的涨幅让市场担心回报能力。短期波动是正常的，长期看都是起点。</p>\n<p>短期情绪叠加了降息暂停的不确定风险，美国的经济基本面没有太大问题。就业并没有太差，经济向上，让资本预期担心不降息。华尔街只是经济的润滑剂，但散户应该所走的路则应该原则上是不同。长期Ai应用的潜力巨大。</p>\n<p></p>\n<p><br></p></body></html>","htmlText":"<html><head></head><body><a href=\"https://laohu8.com/S/TSLA\">$TSLA(TSLA)$&nbsp;</a><v-v data-views=\"1\"></v-v>&nbsp;<a href=\"https://laohu8.com/S/PLTR\">$Palantir Technologies Inc.(PLTR)$&nbsp;</a><v-v data-views=\"1\"></v-v> 长期看多\n<p>AI没有泡沫，只是需要一点时间证明应用能力，市场上能看到应用前景的是少数，但股价的涨幅让市场担心回报能力。短期波动是正常的，长期看都是起点。</p>\n<p>短期情绪叠加了降息暂停的不确定风险，美国的经济基本面没有太大问题。就业并没有太差，经济向上，让资本预期担心不降息。华尔街只是经济的润滑剂，但散户应该所走的路则应该原则上是不同。长期Ai应用的潜力巨大。</p>\n<p></p>\n<p><br></p></body></html>","text":"$TSLA(TSLA)$ $Palantir Technologies Inc.(PLTR)$ 长期看多 AI没有泡沫，只是需要一点时间证明应用能力，市场上能看到应用前景的是少数，但股价的涨幅让市场担心回报能力。短期波动是正常的，长期看都是起点。 短期情绪叠加了降息暂停的不确定风险，美国的经济基本面没有太大问题。就业并没有太差，经济向上，让资本预期担心不降息。华尔街只是经济的润滑剂，但散户应该所走的路则应该原则上是不同。长期Ai应用的潜力巨大。","highlighted":1,"essential":1,"paper":1,"likeSize":4,"commentSize":7,"repostSize":0,"favoriteSize":0,"link":"https://laohu8.com/post/502550294958968","repostId":0,"isVote":1,"tweetType":1,"viewCount":9004,"commentLimit":10,"likeStatus":false,"favoriteStatus":false,"reportStatus":false,"symbols":["TSLA","PLTR"],"verified":2,"subType":0,"readableState":1,"langContent":"CN","currentLanguage":"CN","warmUpFlag":false,"orderFlag":false,"shareable":true,"causeOfNotShareable":"","featuresForAnalytics":[],"commentAndTweetFlag":false,"andRepostAutoSelectedFlag":false,"upFlag":true,"length":374,"optionInvolvedFlag":false,"xxTargetLangEnum":"ZH_CN"},"commentList":[{"id":503321317294152,"commentId":"503321317294152","gmtCreate":1763899060299,"gmtModify":1763899064404,"authorId":10000000000010480,"author":{"id":10000000000010480,"idStr":"10000000000010481","authorId":10000000000010480,"name":"暮烟风雨","avatar":"https://static.tigerbbs.com/07c96db55686042cdad8d7a5bde041d7","vip":8,"crmLevel":1,"crmLevelSwitch":0,"individualDisplayBadges":[]},"repliedAuthorId":0,"objectId":502550294958968,"objectIdStr":"502550294958968","type":1,"supId":0,"supIdStr":"0","prevId":0,"prevIdStr":"0","content":"特斯拉的人形机器人，售价马斯克给出的预期要控制在2万美元以内，就算10年完成100万台，也才200亿美金，但是如果市值达到3万亿，则马斯克可以解锁1%，也就是300亿美金，相当于销售额还不足以支付马斯克薪酬","text":"特斯拉的人形机器人，售价马斯克给出的预期要控制在2万美元以内，就算10年完成100万台，也才200亿美金，但是如果市值达到3万亿，则马斯克可以解锁1%，也就是300亿美金，相当于销售额还不足以支付马斯克薪酬","html":"特斯拉的人形机器人，售价马斯克给出的预期要控制在2万美元以内，就算10年完成100万台，也才200亿美金，但是如果市值达到3万亿，则马斯克可以解锁1%，也就是300亿美金，相当于销售额还不足以支付马斯克薪酬","likeSize":0,"commentSize":2,"subComments":[{"id":503304242090544,"commentId":"503304242090544","gmtCreate":1763905307423,"gmtModify":1763905311965,"authorId":3549622429300319,"author":{"id":3549622429300319,"idStr":"3549622429300319","authorId":3549622429300319,"name":"特斯拉多头和PLTR多头","avatar":"https://static.tigerbbs.com/ea5a87f25f862e1155952bc556a5072d","vip":1,"currentWearingBadge":{"badgeId":"228c86a078844d74991fff2b7ab2428d-3","templateUuid":"228c86a078844d74991fff2b7ab2428d","name":"投资合伙人虎","description":"证券账户累计交易金额达到100万美元","bigImgUrl":"https://static.tigerbbs.com/fbeac6bb240db7da8b972e5183d050ba","smallImgUrl":"https://static.tigerbbs.com/436cdf80292b99f0a992e78750ac4e3a","grayImgUrl":"https://static.tigerbbs.com/506a259a7b456f037592c3b23c779599","redirectLinkEnabled":0,"hasAllocated":1,"isWearing":1,"stampPosition":0,"hasStamp":0,"allocationCount":1,"allocatedDate":"2021.12.28","exceedPercentage":"93.09%","individualDisplayEnabled":0,"individualDisplaySort":0,"categoryType":1101},"hat":"https://static.tigerbbs.com/f3e7f6253c885de8bad6403055b76aab","crmLevel":8,"crmLevelSwitch":1,"individualDisplayBadges":[]},"repliedAuthorId":3549622429300319,"repliedAuthor":{"id":3549622429300319,"idStr":"3549622429300319","authorId":3549622429300319,"name":"特斯拉多头和PLTR多头","avatar":"https://static.tigerbbs.com/ea5a87f25f862e1155952bc556a5072d","vip":1,"currentWearingBadge":{"badgeId":"228c86a078844d74991fff2b7ab2428d-3","templateUuid":"228c86a078844d74991fff2b7ab2428d","name":"投资合伙人虎","description":"证券账户累计交易金额达到100万美元","bigImgUrl":"https://static.tigerbbs.com/fbeac6bb240db7da8b972e5183d050ba","smallImgUrl":"https://static.tigerbbs.com/436cdf80292b99f0a992e78750ac4e3a","grayImgUrl":"https://static.tigerbbs.com/506a259a7b456f037592c3b23c779599","redirectLinkEnabled":0,"hasAllocated":1,"isWearing":1,"stampPosition":0,"hasStamp":0,"allocationCount":1,"allocatedDate":"2021.12.28","exceedPercentage":"93.09%","individualDisplayEnabled":0,"individualDisplaySort":0,"categoryType":1101},"hat":"https://static.tigerbbs.com/f3e7f6253c885de8bad6403055b76aab","crmLevel":8,"crmLevelSwitch":1,"individualDisplayBadges":[]},"objectId":502550294958968,"objectIdStr":"502550294958968","type":1,"supId":503321317294152,"supIdStr":"503321317294152","prevId":503301964148960,"prevIdStr":"503301964148960","content":"拿不到一分钱则相当于ceo无偿打工十年。","text":"拿不到一分钱则相当于ceo无偿打工十年。","html":"拿不到一分钱则相当于ceo无偿打工十年。","disclaimerType":0},{"id":503301964148960,"commentId":"503301964148960","gmtCreate":1763905237243,"gmtModify":1763905242017,"authorId":3549622429300319,"author":{"id":3549622429300319,"idStr":"3549622429300319","authorId":3549622429300319,"name":"特斯拉多头和PLTR多头","avatar":"https://static.tigerbbs.com/ea5a87f25f862e1155952bc556a5072d","vip":1,"currentWearingBadge":{"badgeId":"228c86a078844d74991fff2b7ab2428d-3","templateUuid":"228c86a078844d74991fff2b7ab2428d","name":"投资合伙人虎","description":"证券账户累计交易金额达到100万美元","bigImgUrl":"https://static.tigerbbs.com/fbeac6bb240db7da8b972e5183d050ba","smallImgUrl":"https://static.tigerbbs.com/436cdf80292b99f0a992e78750ac4e3a","grayImgUrl":"https://static.tigerbbs.com/506a259a7b456f037592c3b23c779599","redirectLinkEnabled":0,"hasAllocated":1,"isWearing":1,"stampPosition":0,"hasStamp":0,"allocationCount":1,"allocatedDate":"2021.12.28","exceedPercentage":"93.09%","individualDisplayEnabled":0,"individualDisplaySort":0,"categoryType":1101},"hat":"https://static.tigerbbs.com/f3e7f6253c885de8bad6403055b76aab","crmLevel":8,"crmLevelSwitch":1,"individualDisplayBadges":[]},"repliedAuthorId":0,"objectId":502550294958968,"objectIdStr":"502550294958968","type":1,"supId":503321317294152,"supIdStr":"503321317294152","prevId":0,"prevIdStr":"0","content":"根据现有量产计划，特斯拉Optimus人形机器人的十年总产量预计为1亿台。而你的预测是一百万台，相当于达成目标的1%。如果仅仅是达成1%的目标，股价不可能翻那么多倍。而根据薪资计划股价达不到的结果是马斯克一分钱都拿不到。","text":"根据现有量产计划，特斯拉Optimus人形机器人的十年总产量预计为1亿台。而你的预测是一百万台，相当于达成目标的1%。如果仅仅是达成1%的目标，股价不可能翻那么多倍。而根据薪资计划股价达不到的结果是马斯克一分钱都拿不到。","html":"根据现有量产计划，特斯拉Optimus人形机器人的十年总产量预计为1亿台。而你的预测是一百万台，相当于达成目标的1%。如果仅仅是达成1%的目标，股价不可能翻那么多倍。而根据薪资计划股价达不到的结果是马斯克一分钱都拿不到。","disclaimerType":0}],"verified":10,"allocateAmount":0,"commentType":"hot","coins":0,"score":0,"disclaimerType":0},{"id":502562102731200,"commentId":"502562102731200","gmtCreate":1763714503215,"gmtModify":1763746221878,"authorId":9000000000000622,"author":{"id":9000000000000622,"idStr":"9000000000000622","authorId":9000000000000622,"name":"DrewStrong","avatar":"https://static.laohu8.com/default-avatar.jpg","vip":8,"crmLevel":1,"crmLevelSwitch":0,"individualDisplayBadges":[]},"repliedAuthorId":0,"objectId":502550294958968,"objectIdStr":"502550294958968","type":1,"supId":0,"supIdStr":"0","prevId":0,"prevIdStr":"0","content":"特斯拉和PLTR拿稳了，AI革命才刚开始！","text":"特斯拉和PLTR拿稳了，AI革命才刚开始！","html":"特斯拉和PLTR拿稳了，AI革命才刚开始！","likeSize":2,"commentSize":1,"subComments":[{"id":502652418994864,"commentId":"502652418994864","gmtCreate":1763746339546,"gmtModify":1763746344089,"authorId":3549622429300319,"author":{"id":3549622429300319,"idStr":"3549622429300319","authorId":3549622429300319,"name":"特斯拉多头和PLTR多头","avatar":"https://static.tigerbbs.com/ea5a87f25f862e1155952bc556a5072d","vip":1,"currentWearingBadge":{"badgeId":"228c86a078844d74991fff2b7ab2428d-3","templateUuid":"228c86a078844d74991fff2b7ab2428d","name":"投资合伙人虎","description":"证券账户累计交易金额达到100万美元","bigImgUrl":"https://static.tigerbbs.com/fbeac6bb240db7da8b972e5183d050ba","smallImgUrl":"https://static.tigerbbs.com/436cdf80292b99f0a992e78750ac4e3a","grayImgUrl":"https://static.tigerbbs.com/506a259a7b456f037592c3b23c779599","redirectLinkEnabled":0,"hasAllocated":1,"isWearing":1,"stampPosition":0,"hasStamp":0,"allocationCount":1,"allocatedDate":"2021.12.28","exceedPercentage":"93.09%","individualDisplayEnabled":0,"individualDisplaySort":0,"categoryType":1101},"hat":"https://static.tigerbbs.com/f3e7f6253c885de8bad6403055b76aab","crmLevel":8,"crmLevelSwitch":1,"individualDisplayBadges":[]},"repliedAuthorId":0,"objectId":502550294958968,"objectIdStr":"502550294958968","type":1,"supId":502562102731200,"supIdStr":"502562102731200","prevId":0,"prevIdStr":"0","content":"[比心]","text":"[比心]","html":"[比心]","disclaimerType":0}],"verified":10,"allocateAmount":0,"commentType":"hot","coins":0,"score":0,"disclaimerType":0},{"id":503321819021384,"commentId":"503321819021384","gmtCreate":1763899182790,"gmtModify":1763899187614,"authorId":10000000000010484,"author":{"id":10000000000010484,"idStr":"10000000000010485","authorId":10000000000010484,"name":"上山抓牛股","avatar":"https://static.tigerbbs.com/cb1b514fb84e9876b2ede5b6bd40c4cb","vip":8,"crmLevel":1,"crmLevelSwitch":0,"individualDisplayBadges":[]},"repliedAuthorId":0,"objectId":502550294958968,"objectIdStr":"502550294958968","type":1,"supId":0,"supIdStr":"0","prevId":0,"prevIdStr":"0","content":"对于AI泡沫回应，其实先看特斯拉Robotaxi/FSD，再看擎天柱机器人，到目前为止最大终端杀手级应用进展就可以了，在可见的5年内就能真刀真枪见真章。","text":"对于AI泡沫回应，其实先看特斯拉Robotaxi/FSD，再看擎天柱机器人，到目前为止最大终端杀手级应用进展就可以了，在可见的5年内就能真刀真枪见真章。","html":"对于AI泡沫回应，其实先看特斯拉Robotaxi/FSD，再看擎天柱机器人，到目前为止最大终端杀手级应用进展就可以了，在可见的5年内就能真刀真枪见真章。","likeSize":2,"commentSize":0,"subComments":[],"verified":10,"allocateAmount":0,"commentType":"valid","coins":0,"score":0,"disclaimerType":0},{"id":502708473975120,"commentId":"502708473975120","gmtCreate":1763759636158,"gmtModify":1763759640404,"authorId":4093596070918460,"author":{"id":4093596070918460,"idStr":"4093596070918460","authorId":4093596070918460,"name":"闲人马斯克","avatar":"https://static.tigerbbs.com/8de4bb6ae7ead34f761208585a438824","vip":1,"crmLevel":12,"crmLevelSwitch":1,"individualDisplayBadges":[]},"repliedAuthorId":0,"objectId":502550294958968,"objectIdStr":"502550294958968","type":1,"supId":0,"supIdStr":"0","prevId":0,"prevIdStr":"0","content":"支持你 [强]","text":"支持你 [强]","html":"支持你 [强]","likeSize":1,"commentSize":0,"subComments":[],"verified":10,"allocateAmount":0,"commentType":"valid","coins":0,"score":0,"disclaimerType":0}],"isCommentEnd":false,"isTiger":false,"isWeiXinMini":false,"url":"/m/post/502550294958968"}