清水月影
02-04
他配提鞋吗？连马云都不配，他算老几
段永平：开特斯拉已是我的首选，投资它基本靠蒙；此前表示不喜欢马斯克的品行，“不想跟他做朋友，哪怕给钱也不干”
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17:39","market":"us","language":"zh","title":"段永平：开特斯拉已是我的首选，投资它基本靠蒙；此前表示不喜欢马斯克的品行，“不想跟他做朋友，哪怕给钱也不干”","url":"https://stock-news.laohu8.com/highlight/detail?id=2608521233","media":"大河报","summary":"2月4日，步步高创始人、著名投资人段永平在雪球发布了关于特斯拉及其CEO马斯克的最新看法。他在上午发文称，“FSD确实好用，Model Y开起来也没啥不舒服的，现在开特斯拉已经是我的首选了。”随后，有网友提问，在用过特斯拉的产品之后，有没有改变对特斯拉和马斯克的看法？但段永平认为，“投资”特斯拉基本看的是“市梦率”，完全靠蒙。段永平此前，段永平表示马斯克是牛人，但投资特斯拉有点难。","content":"<html><body><article><img src=\"https://inews.gtimg.com/om_bt/OJGxVBGXWXsD1IUmbic_547vipDQxsiYT14XJc-p69JiIAA/0\"/><p>2月4日，<a href=\"https://laohu8.com/S/002251\">步步高</a>创始人、著名投资人段永平在雪球发布了关于<a href=\"https://laohu8.com/S/TSLA\">特斯拉</a>及其CEO马斯克的最新看法。他在上午发文称，“FSD确实好用，Model Y开起来也没啥不舒服的，现在开特斯拉已经是我的首选了。”</p><img src=\"https://inews.gtimg.com/om_bt/O4nySpPnGt9TjLc4uToPGeYN79_VO8ZZCViy3B5XY5NW4AA/0\"/><p>随后，有网友提问，在用过特斯拉的产品之后，有没有改变对特斯拉和马斯克的看法？段永平对此回复称，对马斯克本人的看法没啥大改变，不过“他的产品确实很了不起，FSD，starlinks，火箭回收……，很多东西刚开始说的时候觉得像是蒙人的，结果10来年后真的做出来了。我觉得我可以放下一些东西，试试他的产品，投资也可以做点风投啥的”。但段永平认为，“投资”特斯拉基本看的是“市梦率”，完全靠蒙。</p><img src=\"https://inews.gtimg.com/om_bt/OzyWZMW44HBFgRaLVAgzP9F4WQQhaDKAfsI8_cgMS6jWoAA/0\"/><p>公开资料显示，市梦率是由市盈率演变而来的股市术语，指企业股票市盈率过高且脱离实际价值支撑的估值现象，常见于高科技股或高成长行业。该指标表面上强调企业未来成长性，实则通过虚幻预期制造估值泡沫。</p><img src=\"https://inews.gtimg.com/om_bt/OVqSo3e7UNCarJ3IYrTe9voDzo3CeMJ1ct-8fqN17JpRkAA/0\"/><p>段永平</p><p>此前，段永平表示马斯克是牛人，但投资特斯拉有点难。在2025年11月上线的访谈中，段永平表示：“我确实觉得埃隆·马斯克这个人是厉害，他有很多想法也确实是很先进。但从个人角度来讲，我不是很喜欢这个人的品行。”“投资实际上在跟公司经营者做朋友，“我不想跟他做朋友，哪怕给我钱我也不干”。</p><p>段永平谈及的FSD，即完全自动驾驶，已经成为特斯拉的收入来源之一。当地时间1月28日，特斯拉CFO在财报会议上透露，2025年第四季度FSD的使用率有所提升，全球订阅客户数量达到110万，属于经常性收入来源。据马斯克此前表示，特斯拉的FSD在中国获得了“部分批准”，有望在2026年2月或3月左右获得全面批准。</p><p>目前，因为汽车业务低迷，特斯拉的业绩出现下滑。该公司2025年全年及四季度财报显示，2025年第四季度总营收为249.01亿美元，同比下降约3%；归属于普通股股东的<span>净利润</span>为8.40亿美元，同比下降61%。去年全年，特斯拉总营收为948.27亿美元，同比下滑3%，这是其首次出现年度营收下滑的情况。</p><p>汽车业务方面，2025年第四季度收入为176.93亿美元，同比下降约11%；全年收入为 695.26亿美元，同比下降10%。特斯拉的交付量也出现连续两年同比下滑的情况。数据显示，2025年特斯拉共交付163.6万辆，同比下滑8.6%。2024年交付178.92万辆，同比下滑1.1%。</p><p>特斯拉的业务结构正在进行重新调整。马斯克在2025年财报会议上表示，公司将停产Model S和Model X车型，其生产线将替换为Optimus人形机器人生产基地。这标志着特斯拉正式将战略重心从传统汽车制造转向人工智能、自动驾驶和人形机器人领域。特斯拉此前宣称，2026年投资将高达200亿美元，这些投资大都集中于AI、无人驾驶与机器人业务。</p><p>2月2日，特斯拉官方微博发布消息称，第三代特斯拉人形机器人即将亮相，通过观察人类行为即可学习新技能，预计年产百万台。据介绍称，特斯拉没有沿用现有的任何供应链体系，几乎是完全从第一性原理出发，重新进行设计。</p><p>————————————</p><p>来 源：界面新闻、每日经济新闻</p><p>编 辑：王 聪</p><p>校 对：周文娟</p><p>值班主任：钟玉芹</p><p>审 核：施一楠</p></article></body></html>","source":"tencent","collect":0,"html":"<!DOCTYPE html>\n<html>\n<head>\n<meta http-equiv=\"Content-Type\" content=\"text/html; charset=utf-8\" />\n<meta name=\"viewport\" content=\"width=device-width,initial-scale=1.0,minimum-scale=1.0,maximum-scale=1.0,user-scalable=no\"/>\n<meta name=\"format-detection\" content=\"telephone=no,email=no,address=no\" />\n<title>段永平：开特斯拉已是我的首选，投资它基本靠蒙；此前表示不喜欢马斯克的品行，“不想跟他做朋友，哪怕给钱也不干”</title>\n<style 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margin: 0;line-height: 11px;}\n.small {font-size: 12.5px; display: inline-block; transform: scale(0.9); -webkit-transform: scale(0.9); transform-origin: left; -webkit-transform-origin: left;}\n.smaller {font-size: 12.5px; display: inline-block; transform: scale(0.8); -webkit-transform: scale(0.8); transform-origin: left; -webkit-transform-origin: left;}\n.bt-text {font-size: 12px;margin: 1.5em 0 0 0}\n.bt-text p {margin: 0}\n</style>\n</head>\n<body>\n<div class=\"wrapper\">\n<header>\n<h2 class=\"title\">\n段永平：开特斯拉已是我的首选，投资它基本靠蒙；此前表示不喜欢马斯克的品行，“不想跟他做朋友，哪怕给钱也不干”\n</h2>\n\n<h4 class=\"meta\">\n\n\n2026-02-04 17:39 北京时间 <a href=http://gu.qq.com/resources/shy/news/detail-v2/index.html#/?id=nesSN20260204174506a6d249f0&s=b><strong>大河报</strong></a>\n\n\n</h4>\n\n</header>\n<article>\n<div>\n<p>2月4日，步步高创始人、著名投资人段永平在雪球发布了关于特斯拉及其CEO马斯克的最新看法。他在上午发文称，“FSD确实好用，Model Y开起来也没啥不舒服的，现在开特斯拉已经是我的首选了。”随后，有网友提问，在用过特斯拉的产品之后，有没有改变对特斯拉和马斯克的看法？段永平对此回复称，对马斯克本人的看法没啥大改变，不过“他的产品确实很了不起，FSD，starlinks，火箭回收……，很多东西刚开始...</p>\n\n<a href=\"http://gu.qq.com/resources/shy/news/detail-v2/index.html#/?id=nesSN20260204174506a6d249f0&s=b\">网页链接</a>\n\n</div>\n\n\n</article>\n</div>\n</body>\n</html>\n","type":0,"thumbnail":"","relate_stocks":{"TSLW":"TSLA周配息ETF-Roundhill","LU2213496289.HKD":"ALLIANZ INCOME AND GROWTH \"AT\" (HKD) ACC","07766":"南方两倍做多特斯拉","BK4551":"寇图资本持仓","LU1066051498.USD":"HSBC GIF GLOBAL EQUITY VOLATILITY FOCUSED \"AM2\" (USD) INC","TSLY":"TSLA期权收益策略ETF-YieldMax","BK4598":"佩洛西持仓","LU2290526834.HKD":"BGF NEXT GENERATION TECHNOLOGY \"A2\" (HKDHDG) ACC","LU1066053197.SGD":"HSBC GIF GLOBAL EQUITY VOLATILITY FOCUSED \"AM3\" (SGDHDG) INC","TSLZ":"2倍做空TSLA ETF-T-Rex","LU0198837287.USD":"UBS (LUX) EQUITY SICAV - USA GROWTH \"P\" (USD) ACC","LU0820561909.HKD":"ALLIANZ INCOME AND GROWTH \"AM\" (HKD) INC","LU0323591593.USD":"SCHRODER ISF QEP GLOBAL QUALITY \"A\" (USD) 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Y开起来也没啥不舒服的，现在开特斯拉已经是我的首选了。”随后，有网友提问，在用过特斯拉的产品之后，有没有改变对特斯拉和马斯克的看法？段永平对此回复称，对马斯克本人的看法没啥大改变，不过“他的产品确实很了不起，FSD，starlinks，火箭回收……，很多东西刚开始说的时候觉得像是蒙人的，结果10来年后真的做出来了。我觉得我可以放下一些东西，试试他的产品，投资也可以做点风投啥的”。但段永平认为，“投资”特斯拉基本看的是“市梦率”，完全靠蒙。公开资料显示，市梦率是由市盈率演变而来的股市术语，指企业股票市盈率过高且脱离实际价值支撑的估值现象，常见于高科技股或高成长行业。该指标表面上强调企业未来成长性，实则通过虚幻预期制造估值泡沫。段永平此前，段永平表示马斯克是牛人，但投资特斯拉有点难。在2025年11月上线的访谈中，段永平表示：“我确实觉得埃隆·马斯克这个人是厉害，他有很多想法也确实是很先进。但从个人角度来讲，我不是很喜欢这个人的品行。”“投资实际上在跟公司经营者做朋友，“我不想跟他做朋友，哪怕给我钱我也不干”。段永平谈及的FSD，即完全自动驾驶，已经成为特斯拉的收入来源之一。当地时间1月28日，特斯拉CFO在财报会议上透露，2025年第四季度FSD的使用率有所提升，全球订阅客户数量达到110万，属于经常性收入来源。据马斯克此前表示，特斯拉的FSD在中国获得了“部分批准”，有望在2026年2月或3月左右获得全面批准。目前，因为汽车业务低迷，特斯拉的业绩出现下滑。该公司2025年全年及四季度财报显示，2025年第四季度总营收为249.01亿美元，同比下降约3%；归属于普通股股东的净利润为8.40亿美元，同比下降61%。去年全年，特斯拉总营收为948.27亿美元，同比下滑3%，这是其首次出现年度营收下滑的情况。汽车业务方面，2025年第四季度收入为176.93亿美元，同比下降约11%；全年收入为 695.26亿美元，同比下降10%。特斯拉的交付量也出现连续两年同比下滑的情况。数据显示，2025年特斯拉共交付163.6万辆，同比下滑8.6%。2024年交付178.92万辆，同比下滑1.1%。特斯拉的业务结构正在进行重新调整。马斯克在2025年财报会议上表示，公司将停产Model S和Model X车型，其生产线将替换为Optimus人形机器人生产基地。这标志着特斯拉正式将战略重心从传统汽车制造转向人工智能、自动驾驶和人形机器人领域。特斯拉此前宣称，2026年投资将高达200亿美元，这些投资大都集中于AI、无人驾驶与机器人业务。2月2日，特斯拉官方微博发布消息称，第三代特斯拉人形机器人即将亮相，通过观察人类行为即可学习新技能，预计年产百万台。据介绍称，特斯拉没有沿用现有的任何供应链体系，几乎是完全从第一性原理出发，重新进行设计。————————————来 源：界面新闻、每日经济新闻编 辑：王 聪校 对：周文娟值班主任：钟玉芹审 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