ST姜珂的个人主页 - 老虎社区

ST姜珂

ST姜珂

一根从国内输到国外的韭菜

IP属地：江西

29关注

40粉丝

1主题

0勋章

2020-04-17

$跟谁学(GSX)$ 又加了500的空单，15块平仓，第一次如此信心满满！

2021-10-29

请问，双减了，孩子该学习的时间能干嘛？学校能干嘛？家长还能干嘛？这是让我们劝他们早点睡？省下来的电留给东北人民照明取暖过冬？

抱歉，原内容已删除

2021-02-18

$腾讯控股(00700)$折腾一了一圈又一圈还是要找龙头，买高了最多拿时间消化估值罢了

2025-07-24

$特斯拉(TSLA)$ 必须大跌，超买太多了，回调到250，2604更公允些

2025-07-25

确实是，基本盘就是传统汽车业务，这部分估值也就是50、60块的样子，其他的，真的只能靠信仰充值。所以，特斯拉的股价未必真的跌到50、60，不过100多块钱总还是看得到的

特斯拉还要跌60%？汇丰：撑起高估值的Robotaxi有三大“硬伤”

2025-04-01

$TSLA 20250328 300.0 CALL$

06-01

盘前又涨了百分之5 [笑哭] [笑哭] [笑哭]

美光科技不断创新高，成为超买最严重的股票之一，或迎來回调

2025-04-08

$CPI.HK 20250429 30.00 CALL$

2025-04-03

$腾讯控股(00700)$

2025-05-13

$TSLA 20250516 290.0 PUT$

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[笑哭]&nbsp; [笑哭]&nbsp; [笑哭]&nbsp;&nbsp;","listText":"盘前又涨了百分之5 [笑哭]&nbsp; [笑哭]&nbsp; [笑哭]&nbsp;&nbsp;","text":"盘前又涨了百分之5 [笑哭] [笑哭] [笑哭]","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":1,"commentSize":0,"repostSize":0,"link":"https://laohu8.com/post/570577950023696","repostId":"1135639798","repostType":4,"repost":{"id":"1135639798","kind":"news","weMediaInfo":{"introduction":"为用户提供金融资讯、行情、数据，旨在帮助投资者理解世界，做投资决策。","home_visible":1,"media_name":"老虎资讯综合","id":"102","head_image":"https://static.tigerbbs.com/8274c5b9d4c2852bfb1c4d6ce16c68ba"},"pubTimestamp":1780286351,"share":"https://www.laohu8.com/m/news/1135639798?lang=zh_CN&edition=full","pubTime":"2026-06-01 11:59","market":"us","language":"zh","title":"美光科技不断创新高，成为超买最严重的股票之一，或迎來回调","url":"https://stock-news.laohu8.com/highlight/detail?id=1135639798","media":"老虎资讯综合","summary":"上周美股大市反弹至创纪录新高，$美光科技$成为最超买的股票之一。14天RSI高于70的股票被视为超买，意味着回调可能即将到来。周二，美光市值首次突破1万亿美元大关。基于美光周五的收盘价，这一修订后的目标价意味着仍有67%的上行空间。周四，戴尔公布了爆炸性的第一季度销售额和盈利，轻松超出分析师预期，并上调了全年业绩指引。","content":"<html><head></head><body><p style=\"text-align: left;\">周一， <a href=\"https://laohu8.com/S/MU\">美光科技</a> 盘前大涨超4%，股价突破1012美元，再创历史新高。目前，<a href=\"https://laohu8.com/S/MU\">美光科技</a>已成为最超买的股票之一。投资者对数只个股表现出特别的偏爱，将其推入超买区域。CNBC Pro使用股票筛选工具，基于14天相对强弱指数（RSI）识别出这些股票。</p><p></p><p class=\"t-img-caption\"><img src=\"https://static.tigerbbs.com/9961735b2cd6a5f8bf655d8d93e51467\" title=\"\" tg-width=\"540\" tg-height=\"159\"/></p><p style=\"text-align: left;\">14天RSI高于70的股票被视为超买，意味着回调可能即将到来。相反，读数低于30则表明股票超卖，可能即将迎来反弹。</p><p style=\"text-align: left;\">下表显示了上周最超买的股票：</p><p class=\"t-img-caption\"><img src=\"https://community-static.tradeup.com/news/2e2ea2a9f2ffdfa03090c5a3d03a40ba\" title=\"\" tg-width=\"871\" tg-height=\"714\"/></p><p style=\"text-align: left;\"><strong>美光科技</strong> – RSI：78</p><p class=\"t-img-caption\"><img src=\"https://community-static.tradeup.com/news/57e51d40467bef621375d5538a4b152b\" title=\"\" tg-width=\"855\" tg-height=\"301\"/></p><p style=\"text-align: left;\">人工智能应用领域对美光内存芯片的强劲需求，推动其股价上周上涨29%。周二，美光市值首次突破1万亿美元大关。</p><p style=\"text-align: left;\">美光股价获得提振，原因是<a href=\"https://laohu8.com/S/UBS\">瑞银</a>将其目标价上调至每股1,625美元，而当时该股股价尚不及该目标价的一半。基于美光周五的收盘价，这一修订后的目标价意味着仍有67%的上行空间。</p><p style=\"text-align: left;\">瑞银分析师Timothy Arcuri在给客户的报告中写道：“我们相信市场将开始对该股给出更‘正常’的估值倍数，随着AI对整个存储行业带来结构性变化的更多细节浮现，美光将继续获得估值重评。”</p><p class=\"t-img-caption\"><img src=\"https://community-static.tradeup.com/news/94d0cbcf495bc207806b98cbc6d7ef66\" title=\"\" tg-width=\"560\" tg-height=\"240\" data-image-type=\"kline\"/></p><p style=\"text-align: left;\"><strong><a href=\"https://laohu8.com/S/AMD\">AMD</a>（Advanced Micro Devices）</strong> – RSI：77</p><p style=\"text-align: left;\">投资者同样涌入另一家芯片制造商AMD，该股上周收涨10%，RSI为77。</p><p style=\"text-align: left;\"><strong>戴尔科技（<a href=\"https://laohu8.com/S/DELL\">Dell</a> Technologies）</strong> – RSI：90</p><p class=\"t-img-caption\"><img src=\"https://community-static.tradeup.com/news/73b85fccadd1cf87efd2012fa5b07e08\" title=\"\" tg-width=\"869\" tg-height=\"301\"/></p><p style=\"text-align: left;\">戴尔是上周的大赢家，周五股价飙升33%，全周累计上涨43%，RSI高达90。戴尔是AI数据中心服务器制造商。周四，戴尔公布了爆炸性的第一季度销售额和盈利，轻松超出分析师预期，并上调了全年业绩指引。仅周五的涨幅就创下了戴尔有史以来的最大单日涨幅。</p><p class=\"t-img-caption\"><img src=\"https://community-static.tradeup.com/news/f835399442ffeea925584f91a1eb48ef\" title=\"\" tg-width=\"560\" tg-height=\"240\" data-image-type=\"kline\"/></p><p style=\"text-align: left;\">戴尔报告营收为438.4亿美元，超过LSEG调查的分析师预期的354.3亿美元。营收同比增长近88%，为戴尔自2018年底重返公开市场以来最快的营收增速。</p><p style=\"text-align: left;\">在这一亮眼报告之后，多家华尔街分析师对这只AI基础设施股票转为更加看好。巴克莱分析师Tim Long重申“增持”评级，并将目标价上调至550美元，意味着较戴尔周五收盘价仍有31%的上行空间。</p><p style=\"text-align: left;\">Long写道：“尽管供应链紧张，但戴尔在所有业务领域均表现出色……我们对戴尔更加看好，原因是AI服务器订单强劲、AI营运利润率稳定、企业服务器和存储领域的机遇扩大，以及戴尔一贯严格的营运支出管理。”</p><p style=\"text-align: left;\"><strong><a href=\"https://laohu8.com/S/F\">福特汽车</a>（Ford Motor）</strong> – RSI：80</p><p class=\"t-img-caption\"><img src=\"https://community-static.tradeup.com/news/3b88a528c3b6bdd4e843e47783661722\" title=\"\" tg-width=\"861\" tg-height=\"302\"/></p><p style=\"text-align: left;\">福特汽车同样出现在超买名单中，RSI为80。这家标志性的F系列皮卡制造商在上周因假期缩短的交易中上涨了17%。</p><p style=\"text-align: left;\">美银分析师Alexander Perry周五写道：“我们认为福特近期的上涨反映了投资者对其电池储能系统业务的乐观情绪升温。我们认为，在近期对福特能源业务的乐观情绪之前，投资者情绪已经开始转变，长期投资者对福特的兴趣增加，他们认识到福特正在正确的北美利润池中竞争，受益于阻止中国电动汽车冲击的贸易保护主义议程，以及不再限制福特利润增长的内燃机/卡车SUV平台的监管环境。”</p><p style=\"text-align: left;\">Perry重申对福特的“买入”评级，并将12个月目标价从17美元上调至20美元，对应进一步上涨15%。</p></body></html>","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>美光科技不断创新高，成为超买最严重的股票之一，或迎來回调</title>\n<style type=\"text/css\">\na,abbr,acronym,address,applet,article,aside,audio,b,big,blockquote,body,canvas,caption,center,cite,code,dd,del,details,dfn,div,dl,dt,\nem,embed,fieldset,figcaption,figure,footer,form,h1,h2,h3,h4,h5,h6,header,hgroup,html,i,iframe,img,ins,kbd,label,legend,li,mark,menu,nav,\nobject,ol,output,p,pre,q,ruby,s,samp,section,small,span,strike,strong,sub,summary,sup,table,tbody,td,tfoot,th,thead,time,tr,tt,u,ul,var,video{ font:inherit;margin:0;padding:0;vertical-align:baseline;border:0 }\nbody{ font-size:16px; line-height:1.5; color:#999; background:transparent; }\n.wrapper{ overflow:hidden;word-break:break-all;padding:10px; }\nh1,h2{ font-weight:normal; line-height:1.35; margin-bottom:.6em; 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overflow: hidden}\n.head .h-thumb { width: 30px; height: 30px; margin: 0; padding: 0; border-radius: 50%; float: left;}\n.head .h-content { margin: 0; padding: 0 0 0 9px; float: left;}\n.head .h-name {font-size: 13px; color: #eee; margin: 0;}\n.head .h-time {font-size: 11px; color: #7E829C; 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美光科技不断创新高，成为超买最严重的股票之一，或迎來回调\n</h2>\n\n<h4 class=\"meta\">\n\n\n<a class=\"head\" href=\"https://laohu8.com/wemedia/102\">\n\n\n<div class=\"h-thumb\" style=\"background-image:url(https://static.tigerbbs.com/8274c5b9d4c2852bfb1c4d6ce16c68ba);background-size:cover;\"></div>\n\n<div class=\"h-content\">\n<p class=\"h-name\">老虎资讯综合 </p>\n<p class=\"h-time\">2026-06-01 11:59</p>\n</div>\n\n</a>\n\n\n</h4>\n\n</header>\n<article>\n<html><head></head><body><p style=\"text-align: left;\">周一， <a href=\"https://laohu8.com/S/MU\">美光科技</a> 盘前大涨超4%，股价突破1012美元，再创历史新高。目前，<a href=\"https://laohu8.com/S/MU\">美光科技</a>已成为最超买的股票之一。投资者对数只个股表现出特别的偏爱，将其推入超买区域。CNBC Pro使用股票筛选工具，基于14天相对强弱指数（RSI）识别出这些股票。</p><p></p><p class=\"t-img-caption\"><img src=\"https://static.tigerbbs.com/9961735b2cd6a5f8bf655d8d93e51467\" title=\"\" tg-width=\"540\" tg-height=\"159\"/></p><p style=\"text-align: left;\">14天RSI高于70的股票被视为超买，意味着回调可能即将到来。相反，读数低于30则表明股票超卖，可能即将迎来反弹。</p><p style=\"text-align: left;\">下表显示了上周最超买的股票：</p><p class=\"t-img-caption\"><img src=\"https://community-static.tradeup.com/news/2e2ea2a9f2ffdfa03090c5a3d03a40ba\" title=\"\" tg-width=\"871\" tg-height=\"714\"/></p><p style=\"text-align: left;\"><strong>美光科技</strong> – RSI：78</p><p class=\"t-img-caption\"><img src=\"https://community-static.tradeup.com/news/57e51d40467bef621375d5538a4b152b\" title=\"\" tg-width=\"855\" tg-height=\"301\"/></p><p style=\"text-align: left;\">人工智能应用领域对美光内存芯片的强劲需求，推动其股价上周上涨29%。周二，美光市值首次突破1万亿美元大关。</p><p style=\"text-align: left;\">美光股价获得提振，原因是<a href=\"https://laohu8.com/S/UBS\">瑞银</a>将其目标价上调至每股1,625美元，而当时该股股价尚不及该目标价的一半。基于美光周五的收盘价，这一修订后的目标价意味着仍有67%的上行空间。</p><p style=\"text-align: left;\">瑞银分析师Timothy Arcuri在给客户的报告中写道：“我们相信市场将开始对该股给出更‘正常’的估值倍数，随着AI对整个存储行业带来结构性变化的更多细节浮现，美光将继续获得估值重评。”</p><p class=\"t-img-caption\"><img src=\"https://community-static.tradeup.com/news/94d0cbcf495bc207806b98cbc6d7ef66\" title=\"\" tg-width=\"560\" tg-height=\"240\" data-image-type=\"kline\"/></p><p style=\"text-align: left;\"><strong><a href=\"https://laohu8.com/S/AMD\">AMD</a>（Advanced Micro Devices）</strong> – RSI：77</p><p style=\"text-align: left;\">投资者同样涌入另一家芯片制造商AMD，该股上周收涨10%，RSI为77。</p><p style=\"text-align: left;\"><strong>戴尔科技（<a href=\"https://laohu8.com/S/DELL\">Dell</a> Technologies）</strong> – RSI：90</p><p class=\"t-img-caption\"><img src=\"https://community-static.tradeup.com/news/73b85fccadd1cf87efd2012fa5b07e08\" title=\"\" tg-width=\"869\" tg-height=\"301\"/></p><p style=\"text-align: left;\">戴尔是上周的大赢家，周五股价飙升33%，全周累计上涨43%，RSI高达90。戴尔是AI数据中心服务器制造商。周四，戴尔公布了爆炸性的第一季度销售额和盈利，轻松超出分析师预期，并上调了全年业绩指引。仅周五的涨幅就创下了戴尔有史以来的最大单日涨幅。</p><p class=\"t-img-caption\"><img src=\"https://community-static.tradeup.com/news/f835399442ffeea925584f91a1eb48ef\" title=\"\" tg-width=\"560\" tg-height=\"240\" data-image-type=\"kline\"/></p><p style=\"text-align: left;\">戴尔报告营收为438.4亿美元，超过LSEG调查的分析师预期的354.3亿美元。营收同比增长近88%，为戴尔自2018年底重返公开市场以来最快的营收增速。</p><p style=\"text-align: left;\">在这一亮眼报告之后，多家华尔街分析师对这只AI基础设施股票转为更加看好。巴克莱分析师Tim Long重申“增持”评级，并将目标价上调至550美元，意味着较戴尔周五收盘价仍有31%的上行空间。</p><p style=\"text-align: left;\">Long写道：“尽管供应链紧张，但戴尔在所有业务领域均表现出色……我们对戴尔更加看好，原因是AI服务器订单强劲、AI营运利润率稳定、企业服务器和存储领域的机遇扩大，以及戴尔一贯严格的营运支出管理。”</p><p style=\"text-align: left;\"><strong><a href=\"https://laohu8.com/S/F\">福特汽车</a>（Ford Motor）</strong> – RSI：80</p><p class=\"t-img-caption\"><img src=\"https://community-static.tradeup.com/news/3b88a528c3b6bdd4e843e47783661722\" title=\"\" tg-width=\"861\" tg-height=\"302\"/></p><p style=\"text-align: left;\">福特汽车同样出现在超买名单中，RSI为80。这家标志性的F系列皮卡制造商在上周因假期缩短的交易中上涨了17%。</p><p style=\"text-align: left;\">美银分析师Alexander Perry周五写道：“我们认为福特近期的上涨反映了投资者对其电池储能系统业务的乐观情绪升温。我们认为，在近期对福特能源业务的乐观情绪之前，投资者情绪已经开始转变，长期投资者对福特的兴趣增加，他们认识到福特正在正确的北美利润池中竞争，受益于阻止中国电动汽车冲击的贸易保护主义议程，以及不再限制福特利润增长的内燃机/卡车SUV平台的监管环境。”</p><p style=\"text-align: left;\">Perry重申对福特的“买入”评级，并将12个月目标价从17美元上调至20美元，对应进一步上涨15%。</p></body></html>\n\n</article>\n</div>\n</body>\n</html>\n","type":0,"thumbnail":"https://static.tigerbbs.com/347452cc99fb488c45ccd900fcf3aa20","relate_stocks":{"BK4533":"AQR资本管理(全球第二大对冲基金)","LU0127658192.USD":"EASTSPRING INVESTMENTS GLOBAL TECHNOLOGY \"A\" (USD) ACC","FRDD":"1倍做空F ETF-Direxion","LU0274383776.USD":"MANULIFE GF US SMALL CAP EQUITY \"AA\" (USD) INC","LU2089985449.USD":"MANULIFE GF GLOBAL SEMICONDUCTOR OPPORTUNITIES \"AA\" (USD) ACC","BK4566":"资本集团","LU2048586759.USD":"ALLIANZ SMART ENERGY \"AT\" (USD) ACC","LU2360106780.USD":"BGF WORLD TECHNOLOGY \"A4\" (USD) INC","LU1366333091.USD":"FIDELITY GLOBAL FOCUS \"A\" (USD) ACC","LU0082616367.USD":"摩根大通美国科技A（dist）","LU0203345920.USD":"SCHRODER ISF QEP GLB ACT. 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(USD) ACC","LU1267930813.SGD":"FRANKLIN TEMPLETON SHARIAH GLOBAL EQUITY \"AS\" (SGD) ACC","LU1323610961.USD":"UBS (LUX) EQUITY SICAV - LONG TERM THEMES (USD) \"P\" (USD) ACC","IE00B19Z3581.USD":"Legg Mason ClearBridge - Value A Acc USD","LU2471134952.CNY":"INVESCO GLOBAL EQUITY INCOME ADVANTAGE \"A\" (CNYHDG) INC","LU0889565833.HKD":"FRANKLIN TECHNOLOGY \"A\" (HKD) ACC","LU0154236417.USD":"BGF US FLEXIBLE EQUITY \"A2\" ACC","LU2286300806.USD":"Allianz Cyber Security AT Acc USD","LU2357627491.SGD":"TRP GLOBAL VALUE EQUITY \"AH\" (SGDHDG) ACC","MULL":"2倍做多MU ETF-GraniteShares","GB00BDT5M118.USD":"天利环球扩展Alpha基金A Acc","MU":"美光科技","LU2471134879.HKD":"INVESCO GLOBAL EQUITY INCOME ADVANTAGE \"A\" (HKD) INC","LU2054465674.USD":"UBS (LUX) KEY SELEC SICAV DIGITAL TRANSFORMATION T \"P\" (USD) ACC","LU0056508442.USD":"贝莱德世界科技基金A2","DELL":"戴尔","IE00B5949003.HKD":"JANUS HENDERSON GLOBAL TECHNOLOGY AND INNOVATION \"A\" (HKD) ACC","LU2211815571.USD":"ALLIANZ POSITIVE CHANGE \"AT\" (USD) ACC","IE00B19Z3B42.SGD":"Legg Mason ClearBridge - Value A Acc SGD","LU2471134523.USD":"INVESCO GLOBAL EQUITY INCOME ADVANTAGE \"A\" (USD) ACC","LU1316542783.SGD":"Janus Henderson Horizon Global Technology Leaders A2 SGD","BK4532":"文艺复兴科技持仓","BK4554":"元宇宙及AR概念","IE00B7SZLL34.SGD":"Legg Mason ClearBridge - Value A Acc SGD-H","LU1852331112.SGD":"Blackrock World Technology Fund A2 SGD-H","LU2471134796.USD":"INVESCO GLOBAL EQUITY INCOME ADVANTAGE \"A\" (USD) INC","BK4543":"AI","LU2458330169.SGD":"FRANKLIN SHARIAH TECHNOLOGY \"A\" (SGD) ACC","BK4512":"苹果概念","BK4553":"喜马拉雅资本持仓","BK4527":"明星科技股","IE0002270589.USD":"LEGG MASON CLEARBRIDGE VALUE \"A\" (USD) INC","LU0203347892.USD":"SCHRODER ISF QEP GLOBAL ACTIVE VALLUE \"A\" (USD)  INC AV","LU2250418816.HKD":"BGF WORLD TECHNOLOGY \"A\" (HKD) ACC","LU2458330243.SGD":"FRANKLIN SHARIAH TECHNOLOGY \"A-H1\" (SGDHDG) ACC","LU2750360641.GBP":"INVESCO GLOBAL EQUITY INCOME ADVANTAGE \"A\" (GBPHDG) INC","LU0109392836.USD":"富兰克林科技股A","BK4585":"ETF&股票定投概念","BK4141":"半导体产品","LU0792757196.USD":"TEMPLETON SHARIAH GLOBAL EQUITY FUND \"A\" (USD) ACC","LU2750360997.AUD":"INVESCO GLOBAL EQUITY INCOME ADVANTAGE \"A\" (AUDHDG) INC"},"source_url":"","is_english":false,"share_image_url":"https://static.laohu8.com/e9f99090a1c2ed51c021029395664489","article_id":"1135639798","content_text":"周一， 美光科技 盘前大涨超4%，股价突破1012美元，再创历史新高。目前，美光科技已成为最超买的股票之一。投资者对数只个股表现出特别的偏爱，将其推入超买区域。CNBC Pro使用股票筛选工具，基于14天相对强弱指数（RSI）识别出这些股票。14天RSI高于70的股票被视为超买，意味着回调可能即将到来。相反，读数低于30则表明股票超卖，可能即将迎来反弹。下表显示了上周最超买的股票：美光科技 – RSI：78人工智能应用领域对美光内存芯片的强劲需求，推动其股价上周上涨29%。周二，美光市值首次突破1万亿美元大关。美光股价获得提振，原因是瑞银将其目标价上调至每股1,625美元，而当时该股股价尚不及该目标价的一半。基于美光周五的收盘价，这一修订后的目标价意味着仍有67%的上行空间。瑞银分析师Timothy Arcuri在给客户的报告中写道：“我们相信市场将开始对该股给出更‘正常’的估值倍数，随着AI对整个存储行业带来结构性变化的更多细节浮现，美光将继续获得估值重评。”AMD（Advanced Micro Devices） – RSI：77投资者同样涌入另一家芯片制造商AMD，该股上周收涨10%，RSI为77。戴尔科技（Dell Technologies） – RSI：90戴尔是上周的大赢家，周五股价飙升33%，全周累计上涨43%，RSI高达90。戴尔是AI数据中心服务器制造商。周四，戴尔公布了爆炸性的第一季度销售额和盈利，轻松超出分析师预期，并上调了全年业绩指引。仅周五的涨幅就创下了戴尔有史以来的最大单日涨幅。戴尔报告营收为438.4亿美元，超过LSEG调查的分析师预期的354.3亿美元。营收同比增长近88%，为戴尔自2018年底重返公开市场以来最快的营收增速。在这一亮眼报告之后，多家华尔街分析师对这只AI基础设施股票转为更加看好。巴克莱分析师Tim Long重申“增持”评级，并将目标价上调至550美元，意味着较戴尔周五收盘价仍有31%的上行空间。Long写道：“尽管供应链紧张，但戴尔在所有业务领域均表现出色……我们对戴尔更加看好，原因是AI服务器订单强劲、AI营运利润率稳定、企业服务器和存储领域的机遇扩大，以及戴尔一贯严格的营运支出管理。”福特汽车（Ford Motor） – RSI：80福特汽车同样出现在超买名单中，RSI为80。这家标志性的F系列皮卡制造商在上周因假期缩短的交易中上涨了17%。美银分析师Alexander Perry周五写道：“我们认为福特近期的上涨反映了投资者对其电池储能系统业务的乐观情绪升温。我们认为，在近期对福特能源业务的乐观情绪之前，投资者情绪已经开始转变，长期投资者对福特的兴趣增加，他们认识到福特正在正确的北美利润池中竞争，受益于阻止中国电动汽车冲击的贸易保护主义议程，以及不再限制福特利润增长的内燃机/卡车SUV平台的监管环境。”Perry重申对福特的“买入”评级，并将12个月目标价从17美元上调至20美元，对应进一步上涨15%。","news_type":1,"symbols_score_info":{"MUU":0.6,"MULL":0.6,"DELL":2,"FRDD":0.6,"F":2,"MUD":0.6,"DLLL":0.6,"FRDU":0.6,"MU":1.5}},"isVote":1,"tweetType":1,"viewCount":642,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"CN","totalScore":0},{"id":460545625944152,"gmtCreate":1753446952595,"gmtModify":1753446954553,"author":{"id":"3434504638331833","authorId":"3434504638331833","name":"ST姜珂","avatar":"https://static.tigerbbs.com/12596a36b0055c1294730f792bc3dc57","crmLevel":8,"crmLevelSwitch":1,"followedFlag":false,"authorIdStr":"3434504638331833","idStr":"3434504638331833"},"themes":[],"title":"","htmlText":"确实是，基本盘就是传统汽车业务，这部分估值也就是50、60块的样子，其他的，真的只能靠信仰充值。所以，特斯拉的股价未必真的跌到50、60，不过100多块钱总还是看得到的","listText":"确实是，基本盘就是传统汽车业务，这部分估值也就是50、60块的样子，其他的，真的只能靠信仰充值。所以，特斯拉的股价未必真的跌到50、60，不过100多块钱总还是看得到的","text":"确实是，基本盘就是传统汽车业务，这部分估值也就是50、60块的样子，其他的，真的只能靠信仰充值。所以，特斯拉的股价未必真的跌到50、60，不过100多块钱总还是看得到的","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":2,"commentSize":0,"repostSize":0,"link":"https://laohu8.com/post/460545625944152","repostId":"2554175982","repostType":2,"repost":{"id":"2554175982","kind":"highlight","weMediaInfo":{"introduction":"追踪全球财经热点，精选影响您财富的资讯，投资理财必备神器！","home_visible":1,"media_name":"华尔街见闻","id":"1084101182","head_image":"https://static.tigerbbs.com/66809d1f5c2e43e2bdf15820c6d6897e"},"pubTimestamp":1753424940,"share":"https://www.laohu8.com/m/news/2554175982?lang=zh_CN&edition=full","pubTime":"2025-07-25 14:29","market":"us","language":"zh","title":"特斯拉还要跌60%？汇丰：撑起高估值的Robotaxi有三大“硬伤”","url":"https://stock-news.laohu8.com/highlight/detail?id=2554175982","media":"华尔街见闻","summary":"汇丰认为，特斯拉的Robotaxi业务面临技术验证、消费者习惯改变和盈利能力证明三大根本挑战。叠加汽车业务业绩下滑和人形机器人进展缓慢，汇丰大幅下调特斯拉业绩预期，维持“减持”评级，目标价为120美元，较目前股价有超过60%的下跌空间。","content":"<html><head></head><body><blockquote><p>汇丰认为，特斯拉的Robotaxi业务面临技术验证、消费者习惯改变和盈利能力证明三大根本挑战。叠加汽车业务业绩下滑和人形机器人进展缓慢，汇丰大幅下调特斯拉业绩预期，维持“减持”评级，目标价为120美元，较目前股价有超过60%的下跌空间。</p></blockquote><p style=\"text-align: justify;\">特斯拉汽车销售遭遇十年来最大降幅，而其计划明年量产的Robotaxi本被寄予厚望，被视为支撑其高估值的核心力量。然而，Robotaxi至今仍存在三大“硬伤”，这无疑给特斯拉的高估值蒙上了阴影。</p><p style=\"text-align: justify;\">据追风交易台，汇丰银行最新研报对特斯拉的Robotaxi业务泼了一盆冷水，认为<strong>特斯拉的Robotaxi业务面临技术验证、消费者习惯改变和盈利能力证明三大根本挑战。</strong>对投资者而言，这意味着特斯拉可能被过度高估，汇丰银行维持了120美元的目标价，较当前305.30美元的股价有超过60%的下跌空间。</p><p class=\"t-img-caption\"><img src=\"https://static.tigerbbs.com/ce802246a339a87ce1b139c0fb699b5c\" tg-width=\"560\" tg-height=\"240\"/></p><p style=\"text-align: justify;\">研报指出，特斯拉连续三个季度未能达到市场预期的EBIT，实际上这是12个季度中第11次业绩不及预期。管理层警告未来几个季度仍将面临挑战，而被市场寄予厚望的Robotaxi业务能否如愿支撑股价，存在重大疑问。</p><h2 id=\"id_2577450297\" style=\"text-align: left;\">Robotaxi三大关键挑战：技术、消费习惯与盈利能力</h2><p style=\"text-align: left;\">报告指出，特斯拉Robotaxi业务的规模化成功需满足三个核心前提条件，而每一个条件都面临重大挑战：</p><p style=\"text-align: left;\"><strong>1. 技术可靠性存疑</strong>：特斯拉需要证明其纯视觉（camera-only）方案在鲁棒性（抗干扰能力）和可靠性上不逊于行业普遍采用的多传感器融合方案。</p><p style=\"text-align: left;\">而根据汇丰的报告，奥斯汀试点的早期迹象并不乐观。报告指出，奥斯汀的Robotaxi试点已积累了约7,000英里的行驶里程，仅涉及少量车辆。如果按照平均每次行程4英里计算（与Waymo相同），这相当于每辆车每天仅完成11次行程，不到Waymo车辆的一半。</p><p style=\"text-align: left;\"><strong>2. 消费者行为转变困难</strong>：Robotaxi若要从公共交通的替代品发展为普及应用，需要消费者放弃私家车所有权观念，这被汇丰报告形容为“一个巨大的挑战”。报告强调，这“不是一个小要求”，涉及到根深蒂固的消费者习惯变革。</p><p style=\"text-align: left;\"><strong>3. 盈利能力证明缺失</strong>：特斯拉需要证明其Robotaxi业务能够盈利，而这似乎在公司内部也存在争议。汇丰报告指出，作为参照，Waymo在2024年进行了约60亿美元的股权融资，这表明其距离盈利尚有距离。</p><h2 id=\"id_759946975\" style=\"text-align: left;\">汽车业务业绩下滑，自动驾驶和人形机器人进展缓慢</h2><p style=\"text-align: justify;\">报告还指出，特斯拉汽车业务面临多重结构性挑战：产品线老化、市场竞争加剧、品牌形象受损，以及连续多季度业绩未达市场预期。关税和美国电动汽车激励措施的结束将进一步影响需求。</p><p style=\"text-align: justify;\">尽管马斯克多次表示自动驾驶和人形机器人最终将使特斯拉成为世界上最有价值的公司。但其实际进展有限：</p><p style=\"text-align: justify;\"><strong>Robotaxi进展缓慢</strong>：奥斯汀试点项目成果有限。</p><p style=\"text-align: justify;\"><strong>Optimus人形机器人重新设计</strong>：马斯克表示Optimus设计正在从2.5版本升级到3.0（完全新设计），预计5年内月产能可达10万台——虽然增长迅速，但远低于此前暗示的数十亿台规模。</p><p style=\"text-align: justify;\">汇丰表示，交付的时间和规模是他们的首要担忧。</p><h2 id=\"id_1587848148\">特斯拉业绩承压，汇丰维持“减持”评级</h2><p style=\"text-align: justify;\">汇丰对特斯拉2025-2027年的营收预期下调1-3%，毛利润预期下调3-7%，营业收入预期大幅下调16-27%。分析师指出，特斯拉的自动化汽车面临结构性问题——产品组合老化、竞争加剧以及品牌问题继续拖累销量。</p><p style=\"text-align: justify;\">值得注意的是，汇丰将2025年和2026年的运营利润预测分别下调了27%和23%，目前预测水平比一年前低约66%。该行对特斯拉短期盈利能力的看法日益悲观。</p><p class=\"t-img-caption\"><img src=\"https://static.tigerbbs.com/d7f403f2302c47d14683b91c04cc7bb4\" tg-width=\"952\" tg-height=\"341\"/></p><p class=\"t-img-caption\"><img src=\"https://static.tigerbbs.com/57463ed8d25539dc522df54b4185408f\" tg-width=\"664\" tg-height=\"631\"/></p><p style=\"text-align: left;\">基于以上因素，汇丰维持特斯拉“减持”评级，目标价不变，为120美元，该估值基于DCF和同行业倍数估值两种方法的50:50加权。</p></body></html>","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>特斯拉还要跌60%？汇丰：撑起高估值的Robotaxi有三大“硬伤”</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特斯拉还要跌60%？汇丰：撑起高估值的Robotaxi有三大“硬伤”\n</h2>\n\n<h4 class=\"meta\">\n\n\n<a class=\"head\" href=\"https://laohu8.com/wemedia/1084101182\">\n\n\n<div class=\"h-thumb\" style=\"background-image:url(https://static.tigerbbs.com/66809d1f5c2e43e2bdf15820c6d6897e);background-size:cover;\"></div>\n\n<div class=\"h-content\">\n<p class=\"h-name\">华尔街见闻 </p>\n<p class=\"h-time\">2025-07-25 14:29</p>\n</div>\n\n</a>\n\n\n</h4>\n\n</header>\n<article>\n<html><head></head><body><blockquote><p>汇丰认为，特斯拉的Robotaxi业务面临技术验证、消费者习惯改变和盈利能力证明三大根本挑战。叠加汽车业务业绩下滑和人形机器人进展缓慢，汇丰大幅下调特斯拉业绩预期，维持“减持”评级，目标价为120美元，较目前股价有超过60%的下跌空间。</p></blockquote><p style=\"text-align: justify;\">特斯拉汽车销售遭遇十年来最大降幅，而其计划明年量产的Robotaxi本被寄予厚望，被视为支撑其高估值的核心力量。然而，Robotaxi至今仍存在三大“硬伤”，这无疑给特斯拉的高估值蒙上了阴影。</p><p style=\"text-align: justify;\">据追风交易台，汇丰银行最新研报对特斯拉的Robotaxi业务泼了一盆冷水，认为<strong>特斯拉的Robotaxi业务面临技术验证、消费者习惯改变和盈利能力证明三大根本挑战。</strong>对投资者而言，这意味着特斯拉可能被过度高估，汇丰银行维持了120美元的目标价，较当前305.30美元的股价有超过60%的下跌空间。</p><p class=\"t-img-caption\"><img src=\"https://static.tigerbbs.com/ce802246a339a87ce1b139c0fb699b5c\" tg-width=\"560\" tg-height=\"240\"/></p><p style=\"text-align: justify;\">研报指出，特斯拉连续三个季度未能达到市场预期的EBIT，实际上这是12个季度中第11次业绩不及预期。管理层警告未来几个季度仍将面临挑战，而被市场寄予厚望的Robotaxi业务能否如愿支撑股价，存在重大疑问。</p><h2 id=\"id_2577450297\" style=\"text-align: left;\">Robotaxi三大关键挑战：技术、消费习惯与盈利能力</h2><p style=\"text-align: left;\">报告指出，特斯拉Robotaxi业务的规模化成功需满足三个核心前提条件，而每一个条件都面临重大挑战：</p><p style=\"text-align: left;\"><strong>1. 技术可靠性存疑</strong>：特斯拉需要证明其纯视觉（camera-only）方案在鲁棒性（抗干扰能力）和可靠性上不逊于行业普遍采用的多传感器融合方案。</p><p style=\"text-align: left;\">而根据汇丰的报告，奥斯汀试点的早期迹象并不乐观。报告指出，奥斯汀的Robotaxi试点已积累了约7,000英里的行驶里程，仅涉及少量车辆。如果按照平均每次行程4英里计算（与Waymo相同），这相当于每辆车每天仅完成11次行程，不到Waymo车辆的一半。</p><p style=\"text-align: left;\"><strong>2. 消费者行为转变困难</strong>：Robotaxi若要从公共交通的替代品发展为普及应用，需要消费者放弃私家车所有权观念，这被汇丰报告形容为“一个巨大的挑战”。报告强调，这“不是一个小要求”，涉及到根深蒂固的消费者习惯变革。</p><p style=\"text-align: left;\"><strong>3. 盈利能力证明缺失</strong>：特斯拉需要证明其Robotaxi业务能够盈利，而这似乎在公司内部也存在争议。汇丰报告指出，作为参照，Waymo在2024年进行了约60亿美元的股权融资，这表明其距离盈利尚有距离。</p><h2 id=\"id_759946975\" style=\"text-align: left;\">汽车业务业绩下滑，自动驾驶和人形机器人进展缓慢</h2><p style=\"text-align: justify;\">报告还指出，特斯拉汽车业务面临多重结构性挑战：产品线老化、市场竞争加剧、品牌形象受损，以及连续多季度业绩未达市场预期。关税和美国电动汽车激励措施的结束将进一步影响需求。</p><p style=\"text-align: justify;\">尽管马斯克多次表示自动驾驶和人形机器人最终将使特斯拉成为世界上最有价值的公司。但其实际进展有限：</p><p style=\"text-align: justify;\"><strong>Robotaxi进展缓慢</strong>：奥斯汀试点项目成果有限。</p><p style=\"text-align: justify;\"><strong>Optimus人形机器人重新设计</strong>：马斯克表示Optimus设计正在从2.5版本升级到3.0（完全新设计），预计5年内月产能可达10万台——虽然增长迅速，但远低于此前暗示的数十亿台规模。</p><p style=\"text-align: justify;\">汇丰表示，交付的时间和规模是他们的首要担忧。</p><h2 id=\"id_1587848148\">特斯拉业绩承压，汇丰维持“减持”评级</h2><p style=\"text-align: justify;\">汇丰对特斯拉2025-2027年的营收预期下调1-3%，毛利润预期下调3-7%，营业收入预期大幅下调16-27%。分析师指出，特斯拉的自动化汽车面临结构性问题——产品组合老化、竞争加剧以及品牌问题继续拖累销量。</p><p style=\"text-align: justify;\">值得注意的是，汇丰将2025年和2026年的运营利润预测分别下调了27%和23%，目前预测水平比一年前低约66%。该行对特斯拉短期盈利能力的看法日益悲观。</p><p class=\"t-img-caption\"><img src=\"https://static.tigerbbs.com/d7f403f2302c47d14683b91c04cc7bb4\" tg-width=\"952\" tg-height=\"341\"/></p><p class=\"t-img-caption\"><img src=\"https://static.tigerbbs.com/57463ed8d25539dc522df54b4185408f\" tg-width=\"664\" tg-height=\"631\"/></p><p style=\"text-align: left;\">基于以上因素，汇丰维持特斯拉“减持”评级，目标价不变，为120美元，该估值基于DCF和同行业倍数估值两种方法的50:50加权。</p></body></html>\n\n</article>\n</div>\n</body>\n</html>\n","type":0,"thumbnail":"https://static.tigerbbs.com/e49ab90f6352b6ebbb45091ad18b5a2e","relate_stocks":{"TSYW.SI":"TESLA 3xLongSG261006","BK4521":"英国银行股","LU0052756011.USD":"TEMPLETON GLOBAL BALANCED \"A\" (USD) INC","LU0082616367.USD":"摩根大通美国科技A（dist）","BK4612":"AI芯片","LU2213496289.HKD":"ALLIANZ INCOME AND GROWTH \"AT\" (HKD) ACC","LU2756315318.SGD":"ALLIANZ INCOME AND GROWTH \"AMG\" (SGDHDG) INC A","LU1145028129.USD":"ALLIANZ INCOME AND GROWTH \"AQ\" (USD) INC","LU2236285917.USD":"ALLIANZ GLOBAL INCOME \"AMG\" (USD) INC","LU2023250330.USD":"ALLIANZ INCOME AND GROWTH \"AMG\" (USD) INC","BK4548":"巴美列捷福持仓","IE00BJLML261.HKD":"HSBC GLOBAL EQUITY INDEX \"HCH\" (HKD) ACC","BK4207":"综合性银行","LU2249611893.SGD":"BNP PARIBAS ENERGY TRANSITION \"CRH\" (SGD) ACC","LU0198837287.USD":"UBS (LUX) EQUITY SICAV - USA GROWTH \"P\" (USD) ACC","LU1861215975.USD":"贝莱德新一代科技基金 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A","LU0820561909.HKD":"ALLIANZ INCOME AND GROWTH \"AM\" (HKD) INC","LU1852331112.SGD":"Blackrock World Technology Fund A2 SGD-H","BK4555":"新能源车","LU2063271972.USD":"富兰克林创新领域基金","LU0128525689.USD":"TEMPLETON GLOBAL BALANCED \"A\"(USD) ACC","IE00BSNM7G36.USD":"NEUBERGER BERMAN SYSTEMATIC GLOBAL SUSTAINABLE VALUE \"A\" (USD) ACC","LU2250418816.HKD":"BGF WORLD TECHNOLOGY \"A\" (HKD) ACC","LU2750360641.GBP":"INVESCO GLOBAL EQUITY INCOME ADVANTAGE \"A\" (GBPHDG) INC","LU0820562030.AUD":"ALLIANZ INCOME AND GROWTH \"AMH2\" (AUDHDG) H2 INC","HSBC":"汇丰","LU0345769631.USD":"NINETY ONE GSF GLOBAL EQUITY \"A\" (USD) INC","BK4516":"特朗普概念","LU1778281490.HKD":"HSBC GIF GLOBAL LOWER CARBON EQUITY \"AD\" (HKD) INC","LU2108987350.USD":"UBS (LUX) EQUITY SICAV GLOBAL OPPORTUNITY SUSTAINABLE (USD) \"P\" (USD) ACC","SG9999015945.SGD":"LionGlobal Disruptive Innovation Fund A SGD"},"source_url":"https://wallstreetcn.com/articles/3751869","is_english":false,"share_image_url":"https://static.laohu8.com/e9f99090a1c2ed51c021029395664489","article_id":"2554175982","content_text":"汇丰认为，特斯拉的Robotaxi业务面临技术验证、消费者习惯改变和盈利能力证明三大根本挑战。叠加汽车业务业绩下滑和人形机器人进展缓慢，汇丰大幅下调特斯拉业绩预期，维持“减持”评级，目标价为120美元，较目前股价有超过60%的下跌空间。特斯拉汽车销售遭遇十年来最大降幅，而其计划明年量产的Robotaxi本被寄予厚望，被视为支撑其高估值的核心力量。然而，Robotaxi至今仍存在三大“硬伤”，这无疑给特斯拉的高估值蒙上了阴影。据追风交易台，汇丰银行最新研报对特斯拉的Robotaxi业务泼了一盆冷水，认为特斯拉的Robotaxi业务面临技术验证、消费者习惯改变和盈利能力证明三大根本挑战。对投资者而言，这意味着特斯拉可能被过度高估，汇丰银行维持了120美元的目标价，较当前305.30美元的股价有超过60%的下跌空间。研报指出，特斯拉连续三个季度未能达到市场预期的EBIT，实际上这是12个季度中第11次业绩不及预期。管理层警告未来几个季度仍将面临挑战，而被市场寄予厚望的Robotaxi业务能否如愿支撑股价，存在重大疑问。Robotaxi三大关键挑战：技术、消费习惯与盈利能力报告指出，特斯拉Robotaxi业务的规模化成功需满足三个核心前提条件，而每一个条件都面临重大挑战：1. 技术可靠性存疑：特斯拉需要证明其纯视觉（camera-only）方案在鲁棒性（抗干扰能力）和可靠性上不逊于行业普遍采用的多传感器融合方案。而根据汇丰的报告，奥斯汀试点的早期迹象并不乐观。报告指出，奥斯汀的Robotaxi试点已积累了约7,000英里的行驶里程，仅涉及少量车辆。如果按照平均每次行程4英里计算（与Waymo相同），这相当于每辆车每天仅完成11次行程，不到Waymo车辆的一半。2. 消费者行为转变困难：Robotaxi若要从公共交通的替代品发展为普及应用，需要消费者放弃私家车所有权观念，这被汇丰报告形容为“一个巨大的挑战”。报告强调，这“不是一个小要求”，涉及到根深蒂固的消费者习惯变革。3. 盈利能力证明缺失：特斯拉需要证明其Robotaxi业务能够盈利，而这似乎在公司内部也存在争议。汇丰报告指出，作为参照，Waymo在2024年进行了约60亿美元的股权融资，这表明其距离盈利尚有距离。汽车业务业绩下滑，自动驾驶和人形机器人进展缓慢报告还指出，特斯拉汽车业务面临多重结构性挑战：产品线老化、市场竞争加剧、品牌形象受损，以及连续多季度业绩未达市场预期。关税和美国电动汽车激励措施的结束将进一步影响需求。尽管马斯克多次表示自动驾驶和人形机器人最终将使特斯拉成为世界上最有价值的公司。但其实际进展有限：Robotaxi进展缓慢：奥斯汀试点项目成果有限。Optimus人形机器人重新设计：马斯克表示Optimus设计正在从2.5版本升级到3.0（完全新设计），预计5年内月产能可达10万台——虽然增长迅速，但远低于此前暗示的数十亿台规模。汇丰表示，交付的时间和规模是他们的首要担忧。特斯拉业绩承压，汇丰维持“减持”评级汇丰对特斯拉2025-2027年的营收预期下调1-3%，毛利润预期下调3-7%，营业收入预期大幅下调16-27%。分析师指出，特斯拉的自动化汽车面临结构性问题——产品组合老化、竞争加剧以及品牌问题继续拖累销量。值得注意的是，汇丰将2025年和2026年的运营利润预测分别下调了27%和23%，目前预测水平比一年前低约66%。该行对特斯拉短期盈利能力的看法日益悲观。基于以上因素，汇丰维持特斯拉“减持”评级，目标价不变，为120美元，该估值基于DCF和同行业倍数估值两种方法的50:50加权。","news_type":1,"symbols_score_info":{"TSYW.SI":0.6,"TSLA":1,"TSLL":1,"HSBC":1}},"isVote":1,"tweetType":1,"viewCount":2708,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"CN","totalScore":0},{"id":459922212683864,"gmtCreate":1753322985457,"gmtModify":1753322986761,"author":{"id":"3434504638331833","authorId":"3434504638331833","name":"ST姜珂","avatar":"https://static.tigerbbs.com/12596a36b0055c1294730f792bc3dc57","crmLevel":8,"crmLevelSwitch":1,"followedFlag":false,"authorIdStr":"3434504638331833","idStr":"3434504638331833"},"themes":[],"title":"","htmlText":"<a 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必须大跌，超买太多了，回调到250，2604更公允些","listText":"<a href=\"https://laohu8.com/S/TSLA\">$特斯拉(TSLA)$&nbsp;</a> 必须大跌，超买太多了，回调到250，2604更公允些","text":"$特斯拉(TSLA)$ 必须大跌，超买太多了，回调到250，2604更公允些","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":3,"commentSize":0,"repostSize":0,"link":"https://laohu8.com/post/459922212683864","isVote":1,"tweetType":1,"viewCount":1496,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"CN","totalScore":0},{"id":460545625944152,"gmtCreate":1753446952595,"gmtModify":1753446954553,"author":{"id":"3434504638331833","authorId":"3434504638331833","name":"ST姜珂","avatar":"https://static.tigerbbs.com/12596a36b0055c1294730f792bc3dc57","crmLevel":8,"crmLevelSwitch":1,"followedFlag":false,"authorIdStr":"3434504638331833","idStr":"3434504638331833"},"themes":[],"title":"","htmlText":"确实是，基本盘就是传统汽车业务，这部分估值也就是50、60块的样子，其他的，真的只能靠信仰充值。所以，特斯拉的股价未必真的跌到50、60，不过100多块钱总还是看得到的","listText":"确实是，基本盘就是传统汽车业务，这部分估值也就是50、60块的样子，其他的，真的只能靠信仰充值。所以，特斯拉的股价未必真的跌到50、60，不过100多块钱总还是看得到的","text":"确实是，基本盘就是传统汽车业务，这部分估值也就是50、60块的样子，其他的，真的只能靠信仰充值。所以，特斯拉的股价未必真的跌到50、60，不过100多块钱总还是看得到的","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":2,"commentSize":0,"repostSize":0,"link":"https://laohu8.com/post/460545625944152","repostId":"2554175982","repostType":2,"repost":{"id":"2554175982","kind":"highlight","weMediaInfo":{"introduction":"追踪全球财经热点，精选影响您财富的资讯，投资理财必备神器！","home_visible":1,"media_name":"华尔街见闻","id":"1084101182","head_image":"https://static.tigerbbs.com/66809d1f5c2e43e2bdf15820c6d6897e"},"pubTimestamp":1753424940,"share":"https://www.laohu8.com/m/news/2554175982?lang=zh_CN&edition=full","pubTime":"2025-07-25 14:29","market":"us","language":"zh","title":"特斯拉还要跌60%？汇丰：撑起高估值的Robotaxi有三大“硬伤”","url":"https://stock-news.laohu8.com/highlight/detail?id=2554175982","media":"华尔街见闻","summary":"汇丰认为，特斯拉的Robotaxi业务面临技术验证、消费者习惯改变和盈利能力证明三大根本挑战。叠加汽车业务业绩下滑和人形机器人进展缓慢，汇丰大幅下调特斯拉业绩预期，维持“减持”评级，目标价为120美元，较目前股价有超过60%的下跌空间。","content":"<html><head></head><body><blockquote><p>汇丰认为，特斯拉的Robotaxi业务面临技术验证、消费者习惯改变和盈利能力证明三大根本挑战。叠加汽车业务业绩下滑和人形机器人进展缓慢，汇丰大幅下调特斯拉业绩预期，维持“减持”评级，目标价为120美元，较目前股价有超过60%的下跌空间。</p></blockquote><p style=\"text-align: justify;\">特斯拉汽车销售遭遇十年来最大降幅，而其计划明年量产的Robotaxi本被寄予厚望，被视为支撑其高估值的核心力量。然而，Robotaxi至今仍存在三大“硬伤”，这无疑给特斯拉的高估值蒙上了阴影。</p><p style=\"text-align: justify;\">据追风交易台，汇丰银行最新研报对特斯拉的Robotaxi业务泼了一盆冷水，认为<strong>特斯拉的Robotaxi业务面临技术验证、消费者习惯改变和盈利能力证明三大根本挑战。</strong>对投资者而言，这意味着特斯拉可能被过度高估，汇丰银行维持了120美元的目标价，较当前305.30美元的股价有超过60%的下跌空间。</p><p class=\"t-img-caption\"><img src=\"https://static.tigerbbs.com/ce802246a339a87ce1b139c0fb699b5c\" tg-width=\"560\" tg-height=\"240\"/></p><p style=\"text-align: justify;\">研报指出，特斯拉连续三个季度未能达到市场预期的EBIT，实际上这是12个季度中第11次业绩不及预期。管理层警告未来几个季度仍将面临挑战，而被市场寄予厚望的Robotaxi业务能否如愿支撑股价，存在重大疑问。</p><h2 id=\"id_2577450297\" style=\"text-align: left;\">Robotaxi三大关键挑战：技术、消费习惯与盈利能力</h2><p style=\"text-align: left;\">报告指出，特斯拉Robotaxi业务的规模化成功需满足三个核心前提条件，而每一个条件都面临重大挑战：</p><p style=\"text-align: left;\"><strong>1. 技术可靠性存疑</strong>：特斯拉需要证明其纯视觉（camera-only）方案在鲁棒性（抗干扰能力）和可靠性上不逊于行业普遍采用的多传感器融合方案。</p><p style=\"text-align: left;\">而根据汇丰的报告，奥斯汀试点的早期迹象并不乐观。报告指出，奥斯汀的Robotaxi试点已积累了约7,000英里的行驶里程，仅涉及少量车辆。如果按照平均每次行程4英里计算（与Waymo相同），这相当于每辆车每天仅完成11次行程，不到Waymo车辆的一半。</p><p style=\"text-align: left;\"><strong>2. 消费者行为转变困难</strong>：Robotaxi若要从公共交通的替代品发展为普及应用，需要消费者放弃私家车所有权观念，这被汇丰报告形容为“一个巨大的挑战”。报告强调，这“不是一个小要求”，涉及到根深蒂固的消费者习惯变革。</p><p style=\"text-align: left;\"><strong>3. 盈利能力证明缺失</strong>：特斯拉需要证明其Robotaxi业务能够盈利，而这似乎在公司内部也存在争议。汇丰报告指出，作为参照，Waymo在2024年进行了约60亿美元的股权融资，这表明其距离盈利尚有距离。</p><h2 id=\"id_759946975\" style=\"text-align: left;\">汽车业务业绩下滑，自动驾驶和人形机器人进展缓慢</h2><p style=\"text-align: justify;\">报告还指出，特斯拉汽车业务面临多重结构性挑战：产品线老化、市场竞争加剧、品牌形象受损，以及连续多季度业绩未达市场预期。关税和美国电动汽车激励措施的结束将进一步影响需求。</p><p style=\"text-align: justify;\">尽管马斯克多次表示自动驾驶和人形机器人最终将使特斯拉成为世界上最有价值的公司。但其实际进展有限：</p><p style=\"text-align: justify;\"><strong>Robotaxi进展缓慢</strong>：奥斯汀试点项目成果有限。</p><p style=\"text-align: justify;\"><strong>Optimus人形机器人重新设计</strong>：马斯克表示Optimus设计正在从2.5版本升级到3.0（完全新设计），预计5年内月产能可达10万台——虽然增长迅速，但远低于此前暗示的数十亿台规模。</p><p style=\"text-align: justify;\">汇丰表示，交付的时间和规模是他们的首要担忧。</p><h2 id=\"id_1587848148\">特斯拉业绩承压，汇丰维持“减持”评级</h2><p style=\"text-align: justify;\">汇丰对特斯拉2025-2027年的营收预期下调1-3%，毛利润预期下调3-7%，营业收入预期大幅下调16-27%。分析师指出，特斯拉的自动化汽车面临结构性问题——产品组合老化、竞争加剧以及品牌问题继续拖累销量。</p><p style=\"text-align: justify;\">值得注意的是，汇丰将2025年和2026年的运营利润预测分别下调了27%和23%，目前预测水平比一年前低约66%。该行对特斯拉短期盈利能力的看法日益悲观。</p><p class=\"t-img-caption\"><img src=\"https://static.tigerbbs.com/d7f403f2302c47d14683b91c04cc7bb4\" tg-width=\"952\" tg-height=\"341\"/></p><p class=\"t-img-caption\"><img src=\"https://static.tigerbbs.com/57463ed8d25539dc522df54b4185408f\" tg-width=\"664\" tg-height=\"631\"/></p><p style=\"text-align: left;\">基于以上因素，汇丰维持特斯拉“减持”评级，目标价不变，为120美元，该估值基于DCF和同行业倍数估值两种方法的50:50加权。</p></body></html>","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>特斯拉还要跌60%？汇丰：撑起高估值的Robotaxi有三大“硬伤”</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特斯拉还要跌60%？汇丰：撑起高估值的Robotaxi有三大“硬伤”\n</h2>\n\n<h4 class=\"meta\">\n\n\n<a class=\"head\" href=\"https://laohu8.com/wemedia/1084101182\">\n\n\n<div class=\"h-thumb\" style=\"background-image:url(https://static.tigerbbs.com/66809d1f5c2e43e2bdf15820c6d6897e);background-size:cover;\"></div>\n\n<div class=\"h-content\">\n<p class=\"h-name\">华尔街见闻 </p>\n<p class=\"h-time\">2025-07-25 14:29</p>\n</div>\n\n</a>\n\n\n</h4>\n\n</header>\n<article>\n<html><head></head><body><blockquote><p>汇丰认为，特斯拉的Robotaxi业务面临技术验证、消费者习惯改变和盈利能力证明三大根本挑战。叠加汽车业务业绩下滑和人形机器人进展缓慢，汇丰大幅下调特斯拉业绩预期，维持“减持”评级，目标价为120美元，较目前股价有超过60%的下跌空间。</p></blockquote><p style=\"text-align: justify;\">特斯拉汽车销售遭遇十年来最大降幅，而其计划明年量产的Robotaxi本被寄予厚望，被视为支撑其高估值的核心力量。然而，Robotaxi至今仍存在三大“硬伤”，这无疑给特斯拉的高估值蒙上了阴影。</p><p style=\"text-align: justify;\">据追风交易台，汇丰银行最新研报对特斯拉的Robotaxi业务泼了一盆冷水，认为<strong>特斯拉的Robotaxi业务面临技术验证、消费者习惯改变和盈利能力证明三大根本挑战。</strong>对投资者而言，这意味着特斯拉可能被过度高估，汇丰银行维持了120美元的目标价，较当前305.30美元的股价有超过60%的下跌空间。</p><p class=\"t-img-caption\"><img src=\"https://static.tigerbbs.com/ce802246a339a87ce1b139c0fb699b5c\" tg-width=\"560\" tg-height=\"240\"/></p><p style=\"text-align: justify;\">研报指出，特斯拉连续三个季度未能达到市场预期的EBIT，实际上这是12个季度中第11次业绩不及预期。管理层警告未来几个季度仍将面临挑战，而被市场寄予厚望的Robotaxi业务能否如愿支撑股价，存在重大疑问。</p><h2 id=\"id_2577450297\" style=\"text-align: left;\">Robotaxi三大关键挑战：技术、消费习惯与盈利能力</h2><p style=\"text-align: left;\">报告指出，特斯拉Robotaxi业务的规模化成功需满足三个核心前提条件，而每一个条件都面临重大挑战：</p><p style=\"text-align: left;\"><strong>1. 技术可靠性存疑</strong>：特斯拉需要证明其纯视觉（camera-only）方案在鲁棒性（抗干扰能力）和可靠性上不逊于行业普遍采用的多传感器融合方案。</p><p style=\"text-align: left;\">而根据汇丰的报告，奥斯汀试点的早期迹象并不乐观。报告指出，奥斯汀的Robotaxi试点已积累了约7,000英里的行驶里程，仅涉及少量车辆。如果按照平均每次行程4英里计算（与Waymo相同），这相当于每辆车每天仅完成11次行程，不到Waymo车辆的一半。</p><p style=\"text-align: left;\"><strong>2. 消费者行为转变困难</strong>：Robotaxi若要从公共交通的替代品发展为普及应用，需要消费者放弃私家车所有权观念，这被汇丰报告形容为“一个巨大的挑战”。报告强调，这“不是一个小要求”，涉及到根深蒂固的消费者习惯变革。</p><p style=\"text-align: left;\"><strong>3. 盈利能力证明缺失</strong>：特斯拉需要证明其Robotaxi业务能够盈利，而这似乎在公司内部也存在争议。汇丰报告指出，作为参照，Waymo在2024年进行了约60亿美元的股权融资，这表明其距离盈利尚有距离。</p><h2 id=\"id_759946975\" style=\"text-align: left;\">汽车业务业绩下滑，自动驾驶和人形机器人进展缓慢</h2><p style=\"text-align: justify;\">报告还指出，特斯拉汽车业务面临多重结构性挑战：产品线老化、市场竞争加剧、品牌形象受损，以及连续多季度业绩未达市场预期。关税和美国电动汽车激励措施的结束将进一步影响需求。</p><p style=\"text-align: justify;\">尽管马斯克多次表示自动驾驶和人形机器人最终将使特斯拉成为世界上最有价值的公司。但其实际进展有限：</p><p style=\"text-align: justify;\"><strong>Robotaxi进展缓慢</strong>：奥斯汀试点项目成果有限。</p><p style=\"text-align: justify;\"><strong>Optimus人形机器人重新设计</strong>：马斯克表示Optimus设计正在从2.5版本升级到3.0（完全新设计），预计5年内月产能可达10万台——虽然增长迅速，但远低于此前暗示的数十亿台规模。</p><p style=\"text-align: justify;\">汇丰表示，交付的时间和规模是他们的首要担忧。</p><h2 id=\"id_1587848148\">特斯拉业绩承压，汇丰维持“减持”评级</h2><p style=\"text-align: justify;\">汇丰对特斯拉2025-2027年的营收预期下调1-3%，毛利润预期下调3-7%，营业收入预期大幅下调16-27%。分析师指出，特斯拉的自动化汽车面临结构性问题——产品组合老化、竞争加剧以及品牌问题继续拖累销量。</p><p style=\"text-align: justify;\">值得注意的是，汇丰将2025年和2026年的运营利润预测分别下调了27%和23%，目前预测水平比一年前低约66%。该行对特斯拉短期盈利能力的看法日益悲观。</p><p class=\"t-img-caption\"><img src=\"https://static.tigerbbs.com/d7f403f2302c47d14683b91c04cc7bb4\" tg-width=\"952\" tg-height=\"341\"/></p><p class=\"t-img-caption\"><img src=\"https://static.tigerbbs.com/57463ed8d25539dc522df54b4185408f\" tg-width=\"664\" tg-height=\"631\"/></p><p style=\"text-align: left;\">基于以上因素，汇丰维持特斯拉“减持”评级，目标价不变，为120美元，该估值基于DCF和同行业倍数估值两种方法的50:50加权。</p></body></html>\n\n</article>\n</div>\n</body>\n</html>\n","type":0,"thumbnail":"https://static.tigerbbs.com/e49ab90f6352b6ebbb45091ad18b5a2e","relate_stocks":{"TSYW.SI":"TESLA 3xLongSG261006","BK4521":"英国银行股","LU0052756011.USD":"TEMPLETON GLOBAL BALANCED \"A\" (USD) INC","LU0082616367.USD":"摩根大通美国科技A（dist）","BK4612":"AI芯片","LU2213496289.HKD":"ALLIANZ INCOME AND GROWTH \"AT\" (HKD) ACC","LU2756315318.SGD":"ALLIANZ INCOME AND GROWTH \"AMG\" (SGDHDG) INC A","LU1145028129.USD":"ALLIANZ INCOME AND GROWTH \"AQ\" (USD) INC","LU2236285917.USD":"ALLIANZ GLOBAL INCOME \"AMG\" (USD) INC","LU2023250330.USD":"ALLIANZ INCOME AND GROWTH \"AMG\" (USD) INC","BK4548":"巴美列捷福持仓","IE00BJLML261.HKD":"HSBC GLOBAL EQUITY INDEX \"HCH\" (HKD) ACC","BK4207":"综合性银行","LU2249611893.SGD":"BNP PARIBAS ENERGY TRANSITION \"CRH\" (SGD) ACC","LU0198837287.USD":"UBS (LUX) EQUITY SICAV - USA GROWTH \"P\" (USD) ACC","LU1861215975.USD":"贝莱德新一代科技基金 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A","LU0820561909.HKD":"ALLIANZ INCOME AND GROWTH \"AM\" (HKD) INC","LU1852331112.SGD":"Blackrock World Technology Fund A2 SGD-H","BK4555":"新能源车","LU2063271972.USD":"富兰克林创新领域基金","LU0128525689.USD":"TEMPLETON GLOBAL BALANCED \"A\"(USD) ACC","IE00BSNM7G36.USD":"NEUBERGER BERMAN SYSTEMATIC GLOBAL SUSTAINABLE VALUE \"A\" (USD) ACC","LU2250418816.HKD":"BGF WORLD TECHNOLOGY \"A\" (HKD) ACC","LU2750360641.GBP":"INVESCO GLOBAL EQUITY INCOME ADVANTAGE \"A\" (GBPHDG) INC","LU0820562030.AUD":"ALLIANZ INCOME AND GROWTH \"AMH2\" (AUDHDG) H2 INC","HSBC":"汇丰","LU0345769631.USD":"NINETY ONE GSF GLOBAL EQUITY \"A\" (USD) INC","BK4516":"特朗普概念","LU1778281490.HKD":"HSBC GIF GLOBAL LOWER CARBON EQUITY \"AD\" (HKD) INC","LU2108987350.USD":"UBS (LUX) EQUITY SICAV GLOBAL OPPORTUNITY SUSTAINABLE (USD) \"P\" (USD) ACC","SG9999015945.SGD":"LionGlobal Disruptive Innovation Fund A SGD"},"source_url":"https://wallstreetcn.com/articles/3751869","is_english":false,"share_image_url":"https://static.laohu8.com/e9f99090a1c2ed51c021029395664489","article_id":"2554175982","content_text":"汇丰认为，特斯拉的Robotaxi业务面临技术验证、消费者习惯改变和盈利能力证明三大根本挑战。叠加汽车业务业绩下滑和人形机器人进展缓慢，汇丰大幅下调特斯拉业绩预期，维持“减持”评级，目标价为120美元，较目前股价有超过60%的下跌空间。特斯拉汽车销售遭遇十年来最大降幅，而其计划明年量产的Robotaxi本被寄予厚望，被视为支撑其高估值的核心力量。然而，Robotaxi至今仍存在三大“硬伤”，这无疑给特斯拉的高估值蒙上了阴影。据追风交易台，汇丰银行最新研报对特斯拉的Robotaxi业务泼了一盆冷水，认为特斯拉的Robotaxi业务面临技术验证、消费者习惯改变和盈利能力证明三大根本挑战。对投资者而言，这意味着特斯拉可能被过度高估，汇丰银行维持了120美元的目标价，较当前305.30美元的股价有超过60%的下跌空间。研报指出，特斯拉连续三个季度未能达到市场预期的EBIT，实际上这是12个季度中第11次业绩不及预期。管理层警告未来几个季度仍将面临挑战，而被市场寄予厚望的Robotaxi业务能否如愿支撑股价，存在重大疑问。Robotaxi三大关键挑战：技术、消费习惯与盈利能力报告指出，特斯拉Robotaxi业务的规模化成功需满足三个核心前提条件，而每一个条件都面临重大挑战：1. 技术可靠性存疑：特斯拉需要证明其纯视觉（camera-only）方案在鲁棒性（抗干扰能力）和可靠性上不逊于行业普遍采用的多传感器融合方案。而根据汇丰的报告，奥斯汀试点的早期迹象并不乐观。报告指出，奥斯汀的Robotaxi试点已积累了约7,000英里的行驶里程，仅涉及少量车辆。如果按照平均每次行程4英里计算（与Waymo相同），这相当于每辆车每天仅完成11次行程，不到Waymo车辆的一半。2. 消费者行为转变困难：Robotaxi若要从公共交通的替代品发展为普及应用，需要消费者放弃私家车所有权观念，这被汇丰报告形容为“一个巨大的挑战”。报告强调，这“不是一个小要求”，涉及到根深蒂固的消费者习惯变革。3. 盈利能力证明缺失：特斯拉需要证明其Robotaxi业务能够盈利，而这似乎在公司内部也存在争议。汇丰报告指出，作为参照，Waymo在2024年进行了约60亿美元的股权融资，这表明其距离盈利尚有距离。汽车业务业绩下滑，自动驾驶和人形机器人进展缓慢报告还指出，特斯拉汽车业务面临多重结构性挑战：产品线老化、市场竞争加剧、品牌形象受损，以及连续多季度业绩未达市场预期。关税和美国电动汽车激励措施的结束将进一步影响需求。尽管马斯克多次表示自动驾驶和人形机器人最终将使特斯拉成为世界上最有价值的公司。但其实际进展有限：Robotaxi进展缓慢：奥斯汀试点项目成果有限。Optimus人形机器人重新设计：马斯克表示Optimus设计正在从2.5版本升级到3.0（完全新设计），预计5年内月产能可达10万台——虽然增长迅速，但远低于此前暗示的数十亿台规模。汇丰表示，交付的时间和规模是他们的首要担忧。特斯拉业绩承压，汇丰维持“减持”评级汇丰对特斯拉2025-2027年的营收预期下调1-3%，毛利润预期下调3-7%，营业收入预期大幅下调16-27%。分析师指出，特斯拉的自动化汽车面临结构性问题——产品组合老化、竞争加剧以及品牌问题继续拖累销量。值得注意的是，汇丰将2025年和2026年的运营利润预测分别下调了27%和23%，目前预测水平比一年前低约66%。该行对特斯拉短期盈利能力的看法日益悲观。基于以上因素，汇丰维持特斯拉“减持”评级，目标价不变，为120美元，该估值基于DCF和同行业倍数估值两种方法的50:50加权。","news_type":1,"symbols_score_info":{"TSYW.SI":0.6,"TSLA":1,"TSLL":1,"HSBC":1}},"isVote":1,"tweetType":1,"viewCount":2708,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"CN","totalScore":0},{"id":419655915253760,"gmtCreate":1743486431189,"gmtModify":1743486432998,"author":{"id":"3434504638331833","authorId":"3434504638331833","name":"ST姜珂","avatar":"https://static.tigerbbs.com/12596a36b0055c1294730f792bc3dc57","crmLevel":8,"crmLevelSwitch":1,"followedFlag":false,"authorIdStr":"3434504638331833","idStr":"3434504638331833"},"themes":[],"title":"","htmlText":"<a href=\"https://laohu8.com/OPT/TSLA 20250328 300.0 CALL\">$TSLA 20250328 300.0 CALL$</a>&nbsp;","listText":"<a href=\"https://laohu8.com/OPT/TSLA 20250328 300.0 CALL\">$TSLA 20250328 300.0 CALL$</a>&nbsp;","text":"$TSLA 20250328 300.0 CALL$","images":[{"img":"https://static.tigerbbs.com/8dac5cdc5a6b5ebd483b4d31804d3219","width":"981","height":"1637"}],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":2,"commentSize":0,"repostSize":0,"link":"https://laohu8.com/post/419655915253760","isVote":1,"tweetType":1,"viewCount":2627,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":1,"langContent":"EN","totalScore":0},{"id":570577950023696,"gmtCreate":1780305554306,"gmtModify":1780306577574,"author":{"id":"3434504638331833","authorId":"3434504638331833","name":"ST姜珂","avatar":"https://static.tigerbbs.com/12596a36b0055c1294730f792bc3dc57","crmLevel":8,"crmLevelSwitch":1,"followedFlag":false,"authorIdStr":"3434504638331833","idStr":"3434504638331833"},"themes":[],"title":"","htmlText":"盘前又涨了百分之5 [笑哭]&nbsp; [笑哭]&nbsp; [笑哭]&nbsp;&nbsp;","listText":"盘前又涨了百分之5 [笑哭]&nbsp; [笑哭]&nbsp; [笑哭]&nbsp;&nbsp;","text":"盘前又涨了百分之5 [笑哭] [笑哭] [笑哭]","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":1,"commentSize":0,"repostSize":0,"link":"https://laohu8.com/post/570577950023696","repostId":"1135639798","repostType":4,"repost":{"id":"1135639798","kind":"news","weMediaInfo":{"introduction":"为用户提供金融资讯、行情、数据，旨在帮助投资者理解世界，做投资决策。","home_visible":1,"media_name":"老虎资讯综合","id":"102","head_image":"https://static.tigerbbs.com/8274c5b9d4c2852bfb1c4d6ce16c68ba"},"pubTimestamp":1780286351,"share":"https://www.laohu8.com/m/news/1135639798?lang=zh_CN&edition=full","pubTime":"2026-06-01 11:59","market":"us","language":"zh","title":"美光科技不断创新高，成为超买最严重的股票之一，或迎來回调","url":"https://stock-news.laohu8.com/highlight/detail?id=1135639798","media":"老虎资讯综合","summary":"上周美股大市反弹至创纪录新高，$美光科技$成为最超买的股票之一。14天RSI高于70的股票被视为超买，意味着回调可能即将到来。周二，美光市值首次突破1万亿美元大关。基于美光周五的收盘价，这一修订后的目标价意味着仍有67%的上行空间。周四，戴尔公布了爆炸性的第一季度销售额和盈利，轻松超出分析师预期，并上调了全年业绩指引。","content":"<html><head></head><body><p style=\"text-align: left;\">周一， <a href=\"https://laohu8.com/S/MU\">美光科技</a> 盘前大涨超4%，股价突破1012美元，再创历史新高。目前，<a href=\"https://laohu8.com/S/MU\">美光科技</a>已成为最超买的股票之一。投资者对数只个股表现出特别的偏爱，将其推入超买区域。CNBC Pro使用股票筛选工具，基于14天相对强弱指数（RSI）识别出这些股票。</p><p></p><p class=\"t-img-caption\"><img src=\"https://static.tigerbbs.com/9961735b2cd6a5f8bf655d8d93e51467\" title=\"\" tg-width=\"540\" tg-height=\"159\"/></p><p style=\"text-align: left;\">14天RSI高于70的股票被视为超买，意味着回调可能即将到来。相反，读数低于30则表明股票超卖，可能即将迎来反弹。</p><p style=\"text-align: left;\">下表显示了上周最超买的股票：</p><p class=\"t-img-caption\"><img src=\"https://community-static.tradeup.com/news/2e2ea2a9f2ffdfa03090c5a3d03a40ba\" title=\"\" tg-width=\"871\" tg-height=\"714\"/></p><p style=\"text-align: left;\"><strong>美光科技</strong> – RSI：78</p><p class=\"t-img-caption\"><img src=\"https://community-static.tradeup.com/news/57e51d40467bef621375d5538a4b152b\" title=\"\" tg-width=\"855\" tg-height=\"301\"/></p><p style=\"text-align: left;\">人工智能应用领域对美光内存芯片的强劲需求，推动其股价上周上涨29%。周二，美光市值首次突破1万亿美元大关。</p><p style=\"text-align: left;\">美光股价获得提振，原因是<a href=\"https://laohu8.com/S/UBS\">瑞银</a>将其目标价上调至每股1,625美元，而当时该股股价尚不及该目标价的一半。基于美光周五的收盘价，这一修订后的目标价意味着仍有67%的上行空间。</p><p style=\"text-align: left;\">瑞银分析师Timothy Arcuri在给客户的报告中写道：“我们相信市场将开始对该股给出更‘正常’的估值倍数，随着AI对整个存储行业带来结构性变化的更多细节浮现，美光将继续获得估值重评。”</p><p class=\"t-img-caption\"><img src=\"https://community-static.tradeup.com/news/94d0cbcf495bc207806b98cbc6d7ef66\" title=\"\" tg-width=\"560\" tg-height=\"240\" data-image-type=\"kline\"/></p><p style=\"text-align: left;\"><strong><a href=\"https://laohu8.com/S/AMD\">AMD</a>（Advanced Micro Devices）</strong> – RSI：77</p><p style=\"text-align: left;\">投资者同样涌入另一家芯片制造商AMD，该股上周收涨10%，RSI为77。</p><p style=\"text-align: left;\"><strong>戴尔科技（<a href=\"https://laohu8.com/S/DELL\">Dell</a> Technologies）</strong> – RSI：90</p><p class=\"t-img-caption\"><img src=\"https://community-static.tradeup.com/news/73b85fccadd1cf87efd2012fa5b07e08\" title=\"\" tg-width=\"869\" tg-height=\"301\"/></p><p style=\"text-align: left;\">戴尔是上周的大赢家，周五股价飙升33%，全周累计上涨43%，RSI高达90。戴尔是AI数据中心服务器制造商。周四，戴尔公布了爆炸性的第一季度销售额和盈利，轻松超出分析师预期，并上调了全年业绩指引。仅周五的涨幅就创下了戴尔有史以来的最大单日涨幅。</p><p class=\"t-img-caption\"><img src=\"https://community-static.tradeup.com/news/f835399442ffeea925584f91a1eb48ef\" title=\"\" tg-width=\"560\" tg-height=\"240\" data-image-type=\"kline\"/></p><p style=\"text-align: left;\">戴尔报告营收为438.4亿美元，超过LSEG调查的分析师预期的354.3亿美元。营收同比增长近88%，为戴尔自2018年底重返公开市场以来最快的营收增速。</p><p style=\"text-align: left;\">在这一亮眼报告之后，多家华尔街分析师对这只AI基础设施股票转为更加看好。巴克莱分析师Tim Long重申“增持”评级，并将目标价上调至550美元，意味着较戴尔周五收盘价仍有31%的上行空间。</p><p style=\"text-align: left;\">Long写道：“尽管供应链紧张，但戴尔在所有业务领域均表现出色……我们对戴尔更加看好，原因是AI服务器订单强劲、AI营运利润率稳定、企业服务器和存储领域的机遇扩大，以及戴尔一贯严格的营运支出管理。”</p><p style=\"text-align: left;\"><strong><a href=\"https://laohu8.com/S/F\">福特汽车</a>（Ford Motor）</strong> – RSI：80</p><p class=\"t-img-caption\"><img src=\"https://community-static.tradeup.com/news/3b88a528c3b6bdd4e843e47783661722\" title=\"\" tg-width=\"861\" tg-height=\"302\"/></p><p style=\"text-align: left;\">福特汽车同样出现在超买名单中，RSI为80。这家标志性的F系列皮卡制造商在上周因假期缩短的交易中上涨了17%。</p><p style=\"text-align: left;\">美银分析师Alexander Perry周五写道：“我们认为福特近期的上涨反映了投资者对其电池储能系统业务的乐观情绪升温。我们认为，在近期对福特能源业务的乐观情绪之前，投资者情绪已经开始转变，长期投资者对福特的兴趣增加，他们认识到福特正在正确的北美利润池中竞争，受益于阻止中国电动汽车冲击的贸易保护主义议程，以及不再限制福特利润增长的内燃机/卡车SUV平台的监管环境。”</p><p style=\"text-align: left;\">Perry重申对福特的“买入”评级，并将12个月目标价从17美元上调至20美元，对应进一步上涨15%。</p></body></html>","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>美光科技不断创新高，成为超买最严重的股票之一，或迎來回调</title>\n<style type=\"text/css\">\na,abbr,acronym,address,applet,article,aside,audio,b,big,blockquote,body,canvas,caption,center,cite,code,dd,del,details,dfn,div,dl,dt,\nem,embed,fieldset,figcaption,figure,footer,form,h1,h2,h3,h4,h5,h6,header,hgroup,html,i,iframe,img,ins,kbd,label,legend,li,mark,menu,nav,\nobject,ol,output,p,pre,q,ruby,s,samp,section,small,span,strike,strong,sub,summary,sup,table,tbody,td,tfoot,th,thead,time,tr,tt,u,ul,var,video{ font:inherit;margin:0;padding:0;vertical-align:baseline;border:0 }\nbody{ font-size:16px; line-height:1.5; color:#999; background:transparent; }\n.wrapper{ overflow:hidden;word-break:break-all;padding:10px; }\nh1,h2{ font-weight:normal; line-height:1.35; margin-bottom:.6em; }\nh3,h4,h5,h6{ line-height:1.35; margin-bottom:1em; }\nh1{ font-size:24px; }\nh2{ font-size:20px; }\nh3{ font-size:18px; }\nh4{ font-size:16px; }\nh5{ font-size:14px; }\nh6{ font-size:12px; }\np,ul,ol,blockquote,dl,table{ margin:1.2em 0; }\nul,ol{ margin-left:2em; }\nul{ list-style:disc; }\nol{ list-style:decimal; }\nli,li p{ margin:10px 0;}\nimg{ max-width:100%;display:block;margin:0 auto 1em; }\nblockquote{ color:#B5B2B1; border-left:3px solid #aaa; padding:1em; }\nstrong,b{font-weight:bold;}\nem,i{font-style:italic;}\ntable{ width:100%;border-collapse:collapse;border-spacing:1px;margin:1em 0;font-size:.9em; }\nth,td{ padding:5px;text-align:left;border:1px solid #aaa; }\nth{ font-weight:bold;background:#5d5d5d; }\n.symbol-link{font-weight:bold;}\n/* header{ border-bottom:1px solid #494756; } */\n.title{ margin:0 0 8px;line-height:1.3;color:#ddd; }\n.meta {color:#5e5c6d;font-size:13px;margin:0 0 .5em; }\na{text-decoration:none; color:#2a4b87;}\n.meta .head { display: inline-block; overflow: hidden}\n.head .h-thumb { width: 30px; height: 30px; margin: 0; padding: 0; border-radius: 50%; float: left;}\n.head .h-content { margin: 0; padding: 0 0 0 9px; float: left;}\n.head .h-name {font-size: 13px; color: #eee; margin: 0;}\n.head .h-time {font-size: 11px; color: #7E829C; 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美光科技不断创新高，成为超买最严重的股票之一，或迎來回调\n</h2>\n\n<h4 class=\"meta\">\n\n\n<a class=\"head\" href=\"https://laohu8.com/wemedia/102\">\n\n\n<div class=\"h-thumb\" style=\"background-image:url(https://static.tigerbbs.com/8274c5b9d4c2852bfb1c4d6ce16c68ba);background-size:cover;\"></div>\n\n<div class=\"h-content\">\n<p class=\"h-name\">老虎资讯综合 </p>\n<p class=\"h-time\">2026-06-01 11:59</p>\n</div>\n\n</a>\n\n\n</h4>\n\n</header>\n<article>\n<html><head></head><body><p style=\"text-align: left;\">周一， <a href=\"https://laohu8.com/S/MU\">美光科技</a> 盘前大涨超4%，股价突破1012美元，再创历史新高。目前，<a href=\"https://laohu8.com/S/MU\">美光科技</a>已成为最超买的股票之一。投资者对数只个股表现出特别的偏爱，将其推入超买区域。CNBC Pro使用股票筛选工具，基于14天相对强弱指数（RSI）识别出这些股票。</p><p></p><p class=\"t-img-caption\"><img src=\"https://static.tigerbbs.com/9961735b2cd6a5f8bf655d8d93e51467\" title=\"\" tg-width=\"540\" tg-height=\"159\"/></p><p style=\"text-align: left;\">14天RSI高于70的股票被视为超买，意味着回调可能即将到来。相反，读数低于30则表明股票超卖，可能即将迎来反弹。</p><p style=\"text-align: left;\">下表显示了上周最超买的股票：</p><p class=\"t-img-caption\"><img src=\"https://community-static.tradeup.com/news/2e2ea2a9f2ffdfa03090c5a3d03a40ba\" title=\"\" tg-width=\"871\" tg-height=\"714\"/></p><p style=\"text-align: left;\"><strong>美光科技</strong> – RSI：78</p><p class=\"t-img-caption\"><img src=\"https://community-static.tradeup.com/news/57e51d40467bef621375d5538a4b152b\" title=\"\" tg-width=\"855\" tg-height=\"301\"/></p><p style=\"text-align: left;\">人工智能应用领域对美光内存芯片的强劲需求，推动其股价上周上涨29%。周二，美光市值首次突破1万亿美元大关。</p><p style=\"text-align: left;\">美光股价获得提振，原因是<a href=\"https://laohu8.com/S/UBS\">瑞银</a>将其目标价上调至每股1,625美元，而当时该股股价尚不及该目标价的一半。基于美光周五的收盘价，这一修订后的目标价意味着仍有67%的上行空间。</p><p style=\"text-align: left;\">瑞银分析师Timothy Arcuri在给客户的报告中写道：“我们相信市场将开始对该股给出更‘正常’的估值倍数，随着AI对整个存储行业带来结构性变化的更多细节浮现，美光将继续获得估值重评。”</p><p class=\"t-img-caption\"><img src=\"https://community-static.tradeup.com/news/94d0cbcf495bc207806b98cbc6d7ef66\" title=\"\" tg-width=\"560\" tg-height=\"240\" data-image-type=\"kline\"/></p><p style=\"text-align: left;\"><strong><a href=\"https://laohu8.com/S/AMD\">AMD</a>（Advanced Micro Devices）</strong> – RSI：77</p><p style=\"text-align: left;\">投资者同样涌入另一家芯片制造商AMD，该股上周收涨10%，RSI为77。</p><p style=\"text-align: left;\"><strong>戴尔科技（<a href=\"https://laohu8.com/S/DELL\">Dell</a> Technologies）</strong> – RSI：90</p><p class=\"t-img-caption\"><img src=\"https://community-static.tradeup.com/news/73b85fccadd1cf87efd2012fa5b07e08\" title=\"\" tg-width=\"869\" tg-height=\"301\"/></p><p style=\"text-align: left;\">戴尔是上周的大赢家，周五股价飙升33%，全周累计上涨43%，RSI高达90。戴尔是AI数据中心服务器制造商。周四，戴尔公布了爆炸性的第一季度销售额和盈利，轻松超出分析师预期，并上调了全年业绩指引。仅周五的涨幅就创下了戴尔有史以来的最大单日涨幅。</p><p class=\"t-img-caption\"><img src=\"https://community-static.tradeup.com/news/f835399442ffeea925584f91a1eb48ef\" title=\"\" tg-width=\"560\" tg-height=\"240\" data-image-type=\"kline\"/></p><p style=\"text-align: left;\">戴尔报告营收为438.4亿美元，超过LSEG调查的分析师预期的354.3亿美元。营收同比增长近88%，为戴尔自2018年底重返公开市场以来最快的营收增速。</p><p style=\"text-align: left;\">在这一亮眼报告之后，多家华尔街分析师对这只AI基础设施股票转为更加看好。巴克莱分析师Tim Long重申“增持”评级，并将目标价上调至550美元，意味着较戴尔周五收盘价仍有31%的上行空间。</p><p style=\"text-align: left;\">Long写道：“尽管供应链紧张，但戴尔在所有业务领域均表现出色……我们对戴尔更加看好，原因是AI服务器订单强劲、AI营运利润率稳定、企业服务器和存储领域的机遇扩大，以及戴尔一贯严格的营运支出管理。”</p><p style=\"text-align: left;\"><strong><a href=\"https://laohu8.com/S/F\">福特汽车</a>（Ford Motor）</strong> – RSI：80</p><p class=\"t-img-caption\"><img src=\"https://community-static.tradeup.com/news/3b88a528c3b6bdd4e843e47783661722\" title=\"\" tg-width=\"861\" tg-height=\"302\"/></p><p style=\"text-align: left;\">福特汽车同样出现在超买名单中，RSI为80。这家标志性的F系列皮卡制造商在上周因假期缩短的交易中上涨了17%。</p><p style=\"text-align: left;\">美银分析师Alexander Perry周五写道：“我们认为福特近期的上涨反映了投资者对其电池储能系统业务的乐观情绪升温。我们认为，在近期对福特能源业务的乐观情绪之前，投资者情绪已经开始转变，长期投资者对福特的兴趣增加，他们认识到福特正在正确的北美利润池中竞争，受益于阻止中国电动汽车冲击的贸易保护主义议程，以及不再限制福特利润增长的内燃机/卡车SUV平台的监管环境。”</p><p style=\"text-align: left;\">Perry重申对福特的“买入”评级，并将12个月目标价从17美元上调至20美元，对应进一步上涨15%。</p></body></html>\n\n</article>\n</div>\n</body>\n</html>\n","type":0,"thumbnail":"https://static.tigerbbs.com/347452cc99fb488c45ccd900fcf3aa20","relate_stocks":{"BK4533":"AQR资本管理(全球第二大对冲基金)","LU0127658192.USD":"EASTSPRING INVESTMENTS GLOBAL TECHNOLOGY \"A\" (USD) ACC","FRDD":"1倍做空F ETF-Direxion","LU0274383776.USD":"MANULIFE GF US SMALL CAP EQUITY \"AA\" (USD) INC","LU2089985449.USD":"MANULIFE GF GLOBAL SEMICONDUCTOR OPPORTUNITIES \"AA\" (USD) ACC","BK4566":"资本集团","LU2048586759.USD":"ALLIANZ SMART ENERGY \"AT\" (USD) ACC","LU2360106780.USD":"BGF WORLD TECHNOLOGY \"A4\" (USD) INC","LU1366333091.USD":"FIDELITY GLOBAL FOCUS \"A\" (USD) ACC","LU0082616367.USD":"摩根大通美国科技A（dist）","LU0203345920.USD":"SCHRODER ISF QEP GLB ACT. VL \"A\" (USD) ACC","IE0009356076.USD":"JANUS HENDERSON GLOBAL TECHNOLOGY AND INNOVATION \"A2\" (USD) ACC","LU0719512351.SGD":"JPMorgan Funds - US Technology A (acc) SGD","BK4575":"芯片概念","LU2931357623.SGD":"MANULIFE GF GLOBAL SEMICONDUCTOR OPPORTUNITIES \"AA\" (SGDHDG) ACC","MUU":"2倍做多MU ETF-Direxion","LU1803068979.SGD":"FTIF - Franklin Technology A (acc) SGD-H1","LU0642271901.SGD":"Janus Henderson Horizon Global Technology Leaders A2 SGD-H","DLLL":"2倍做多DELL ETF-GraniteShares","F":"福特汽车","FRDU":"2倍做多F ETF-Direxion","LU0889566641.SGD":"FTSF - Templeton Shariah Global Equity A Acc SGD","LU0157215616.USD":"FIDELITY GLOBAL FOCUS \"A\" INC","LU0081259029.USD":"UBS (LUX) EQUITY FUND - TECH OPPORTUNITY \"P\" (USD) ACC","LU1914381329.SGD":"Allianz Best Styles Global Equity Cl ET Acc H2-SGD","BK4579":"人工智能","MUD":"1倍做空MU ETF-Direxion","BK4588":"碎股","BK4605":"半导体精选","LU2543165471.USD":"E FUND (HK) GLOBAL QUALITY GROWTH \"A\" (USD) ACC","LU0859254822.USD":"T ROWE PRICE GLOBAL VALUE EQUITY \"A\" (USD) ACC","LU1267930813.SGD":"FRANKLIN TEMPLETON SHARIAH GLOBAL EQUITY \"AS\" (SGD) ACC","LU1323610961.USD":"UBS (LUX) EQUITY SICAV - LONG TERM THEMES (USD) \"P\" (USD) ACC","IE00B19Z3581.USD":"Legg Mason ClearBridge - Value A Acc USD","LU2471134952.CNY":"INVESCO GLOBAL EQUITY INCOME ADVANTAGE \"A\" (CNYHDG) INC","LU0889565833.HKD":"FRANKLIN TECHNOLOGY \"A\" (HKD) ACC","LU0154236417.USD":"BGF US FLEXIBLE EQUITY \"A2\" ACC","LU2286300806.USD":"Allianz Cyber Security AT Acc USD","LU2357627491.SGD":"TRP GLOBAL VALUE EQUITY \"AH\" (SGDHDG) ACC","MULL":"2倍做多MU ETF-GraniteShares","GB00BDT5M118.USD":"天利环球扩展Alpha基金A Acc","MU":"美光科技","LU2471134879.HKD":"INVESCO GLOBAL EQUITY INCOME ADVANTAGE \"A\" (HKD) INC","LU2054465674.USD":"UBS (LUX) KEY SELEC SICAV DIGITAL TRANSFORMATION T \"P\" (USD) ACC","LU0056508442.USD":"贝莱德世界科技基金A2","DELL":"戴尔","IE00B5949003.HKD":"JANUS HENDERSON GLOBAL TECHNOLOGY AND INNOVATION \"A\" (HKD) ACC","LU2211815571.USD":"ALLIANZ POSITIVE CHANGE \"AT\" (USD) 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INC","LU0109392836.USD":"富兰克林科技股A","BK4585":"ETF&股票定投概念","BK4141":"半导体产品","LU0792757196.USD":"TEMPLETON SHARIAH GLOBAL EQUITY FUND \"A\" (USD) ACC","LU2750360997.AUD":"INVESCO GLOBAL EQUITY INCOME ADVANTAGE \"A\" (AUDHDG) INC"},"source_url":"","is_english":false,"share_image_url":"https://static.laohu8.com/e9f99090a1c2ed51c021029395664489","article_id":"1135639798","content_text":"周一， 美光科技 盘前大涨超4%，股价突破1012美元，再创历史新高。目前，美光科技已成为最超买的股票之一。投资者对数只个股表现出特别的偏爱，将其推入超买区域。CNBC Pro使用股票筛选工具，基于14天相对强弱指数（RSI）识别出这些股票。14天RSI高于70的股票被视为超买，意味着回调可能即将到来。相反，读数低于30则表明股票超卖，可能即将迎来反弹。下表显示了上周最超买的股票：美光科技 – RSI：78人工智能应用领域对美光内存芯片的强劲需求，推动其股价上周上涨29%。周二，美光市值首次突破1万亿美元大关。美光股价获得提振，原因是瑞银将其目标价上调至每股1,625美元，而当时该股股价尚不及该目标价的一半。基于美光周五的收盘价，这一修订后的目标价意味着仍有67%的上行空间。瑞银分析师Timothy Arcuri在给客户的报告中写道：“我们相信市场将开始对该股给出更‘正常’的估值倍数，随着AI对整个存储行业带来结构性变化的更多细节浮现，美光将继续获得估值重评。”AMD（Advanced Micro Devices） – RSI：77投资者同样涌入另一家芯片制造商AMD，该股上周收涨10%，RSI为77。戴尔科技（Dell Technologies） – RSI：90戴尔是上周的大赢家，周五股价飙升33%，全周累计上涨43%，RSI高达90。戴尔是AI数据中心服务器制造商。周四，戴尔公布了爆炸性的第一季度销售额和盈利，轻松超出分析师预期，并上调了全年业绩指引。仅周五的涨幅就创下了戴尔有史以来的最大单日涨幅。戴尔报告营收为438.4亿美元，超过LSEG调查的分析师预期的354.3亿美元。营收同比增长近88%，为戴尔自2018年底重返公开市场以来最快的营收增速。在这一亮眼报告之后，多家华尔街分析师对这只AI基础设施股票转为更加看好。巴克莱分析师Tim Long重申“增持”评级，并将目标价上调至550美元，意味着较戴尔周五收盘价仍有31%的上行空间。Long写道：“尽管供应链紧张，但戴尔在所有业务领域均表现出色……我们对戴尔更加看好，原因是AI服务器订单强劲、AI营运利润率稳定、企业服务器和存储领域的机遇扩大，以及戴尔一贯严格的营运支出管理。”福特汽车（Ford Motor） – RSI：80福特汽车同样出现在超买名单中，RSI为80。这家标志性的F系列皮卡制造商在上周因假期缩短的交易中上涨了17%。美银分析师Alexander 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