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KEINS

KEINS

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0勋章

02-04 23:16

$美国超微公司(AMD)$ 英伟达的显卡你得排队，不想排队，选amd几乎就是不二之选。

02-04 23:02

$美国超微公司(AMD)$ 不至于吧？？？指引不好怎么就好像股灾来了呢

02-02

$美国超微公司(AMD)$ 给我整不会了243就跑了。。靠

01-30

$美光科技(MU)$ 真好，买啥啥跌，我买了5股，把mu买跌了。。哈哈啊哈哈

01-30

$美国超微公司(AMD)$ 发生了什么

01-23

你说你搞笑不搞笑，一个劲的吹荣耀。吹红魔，结果用人家摩托罗拉手机的手机图。？？？

苹果三星做不好的“Air”，国产厂商怎么就搞成了

01-20

别放氨气了

1度电多跑1公里比特斯拉还省！广汽埃安N60全球首发非晶合金电驱

01-07

$特斯拉(TSLA)$ 每天至少一个利空。。。牛逼

01-06

$特斯拉(TSLA)$ 哎哎哎

01-02

$特斯拉(TSLA)$ 蠢波一，傻韭菜，慌你买了包！跑你买了包。

2025-12-15

特斯拉急没急我不知道,你肯定急了。连你车企的名字都没提，你都急眼了，哎呦呦，吓尿了，是吧？

特斯拉急了？发文内涵国内友商称只会一味堆大电池续航还不行

2025-11-26

$英伟达(NVDA)$ 必须加仓

2025-11-26

$谷歌A(GOOGL)$ 巴菲特开始自救了。趁反弹赶紧抛

2025-11-26

$谷歌A(GOOGL)$ 现在还敢杀进去？？找死。

2025-11-26

$谷歌A(GOOGL)$ 坐等你高楼塌！！！谷歌的tpu只能自己用的好，给别人用，也用不太好。只能抢一些外围客户。而且谷歌的ai也在蚕食自己的搜索流量，谷歌用户到底是用搜索还是用ai搜索？我很懵！谷歌轻推理，你问它问题，就推荐一堆链接。。好家伙，你自己不推理好给我，让我自己看链接？？？不做深入推理，使劲推链接，能保住广告流量但却会被openai抢走客户，这年头谁还费劲搜索东西？要做深入推理，好吧，自己的广告业务必跌！！对于谷歌来说，进退维谷！此时炒作股价，谁接盘谁倒霉！

2025-11-25

$英伟达(NVDA)$ 人人都想挑战，因为他因为它的生态护城河那么深，是你挑战的了的吗？陈而且伟达专注只做一件事儿。你谷歌什么都想做，什么都想要，我告诉你，注定你什么都得不到。

2025-11-20

$小米集团-W(01810)$ 哈哈哈，该

2025-11-18

赞同

2025-11-17

马斯克发表

@james duan:$特斯拉(TSLA)$ 兄弟们今天发生了什么谁能告诉我

2025-11-17

$英伟达(NVDA)$ 装什么蛋呐？炒股票不就炒的预期吗？不就应该提前炒吗？当技术出现了，你再入股，你再持仓也晚啦。你是不懂这个道理吗？你不懂这个道理，你买什么屁的股票啊？你直接存银行，，吃利息得了。有病！不就想让别人给你抬微软和苹果的轿子吗？不就想让别人割肉清仓一伟达和和特斯拉嘛，然后你再接回来啊，你这点小心思，你撅屁股我就知道你要拉什么屎。

清仓英伟达！“白宫背后的科技大佬”Peter Thiel三季度大幅降仓，新买入微软和苹果

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给我整不会了243就跑了。。靠","text":"$美国超微公司(AMD)$ 给我整不会了243就跑了。。靠","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":1,"commentSize":0,"repostSize":0,"link":"https://laohu8.com/post/528445563258592","isVote":1,"tweetType":1,"viewCount":119,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"CN","totalScore":0},{"id":527422068889224,"gmtCreate":1769786125908,"gmtModify":1769786128006,"author":{"id":"3440540550401156","authorId":"3440540550401156","name":"KEINS","avatar":"https://static.tigerbbs.com/70c84e27d76e3a3450fb952380b9db3e","crmLevel":2,"crmLevelSwitch":0,"followedFlag":false,"authorIdStr":"3440540550401156","idStr":"3440540550401156"},"themes":[],"title":"","htmlText":"<a href=\"https://laohu8.com/S/MU\">$美光科技(MU)$&nbsp;</a> 真好，买啥啥跌，我买了5股，把mu买跌了。。哈哈啊哈哈","listText":"<a href=\"https://laohu8.com/S/MU\">$美光科技(MU)$&nbsp;</a> 真好，买啥啥跌，我买了5股，把mu买跌了。。哈哈啊哈哈","text":"$美光科技(MU)$ 真好，买啥啥跌，我买了5股，把mu买跌了。。哈哈啊哈哈","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":2,"commentSize":2,"repostSize":0,"link":"https://laohu8.com/post/527422068889224","isVote":1,"tweetType":1,"viewCount":957,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"CN","totalScore":0},{"id":527405333852432,"gmtCreate":1769782043432,"gmtModify":1769782045498,"author":{"id":"3440540550401156","authorId":"3440540550401156","name":"KEINS","avatar":"https://static.tigerbbs.com/70c84e27d76e3a3450fb952380b9db3e","crmLevel":2,"crmLevelSwitch":0,"followedFlag":false,"authorIdStr":"3440540550401156","idStr":"3440540550401156"},"themes":[],"title":"","htmlText":"<a href=\"https://laohu8.com/S/AMD\">$美国超微公司(AMD)$&nbsp;</a> 发生了什么","listText":"<a href=\"https://laohu8.com/S/AMD\">$美国超微公司(AMD)$&nbsp;</a> 发生了什么","text":"$美国超微公司(AMD)$ 发生了什么","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":1,"commentSize":2,"repostSize":0,"link":"https://laohu8.com/post/527405333852432","isVote":1,"tweetType":1,"viewCount":623,"authorTweetTopStatus":1,"verified":2,"comments":[{"author":{"id":"3535153120803293","authorId":"3535153120803293","name":"有学问的威化饼","avatar":"https://static.laohu8.com/default-avatar.jpg","crmLevel":9,"crmLevelSwitch":0,"authorIdStr":"3535153120803293","idStr":"3535153120803293"},"content":"你相信这是像上次一样吗？莫名其妙地下跌，然后就是暴涨.","text":"你相信这是像上次一样吗？莫名其妙地下跌，然后就是暴涨.","html":"你相信这是像上次一样吗？莫名其妙地下跌，然后就是暴涨."},{"author":{"id":"3499987038693083","authorId":"3499987038693083","name":"楚天佑","avatar":"https://static.laohu8.com/default-avatar.jpg","crmLevel":4,"crmLevelSwitch":0,"authorIdStr":"3499987038693083","idStr":"3499987038693083"},"content":"我也不知道，突然就暴跌哈","text":"我也不知道，突然就暴跌哈","html":"我也不知道，突然就暴跌哈"}],"imageCount":0,"langContent":"CN","totalScore":0},{"id":525123427230272,"gmtCreate":1769180278148,"gmtModify":1769180280832,"author":{"id":"3440540550401156","authorId":"3440540550401156","name":"KEINS","avatar":"https://static.tigerbbs.com/70c84e27d76e3a3450fb952380b9db3e","crmLevel":2,"crmLevelSwitch":0,"followedFlag":false,"authorIdStr":"3440540550401156","idStr":"3440540550401156"},"themes":[],"title":"","htmlText":"你说你搞笑不搞笑，一个劲的吹荣耀。吹红魔，结果用人家摩托罗拉手机的手机图。？？？","listText":"你说你搞笑不搞笑，一个劲的吹荣耀。吹红魔，结果用人家摩托罗拉手机的手机图。？？？","text":"你说你搞笑不搞笑，一个劲的吹荣耀。吹红魔，结果用人家摩托罗拉手机的手机图。？？？","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":1,"commentSize":0,"repostSize":0,"link":"https://laohu8.com/post/525123427230272","repostId":"2605477367","repostType":2,"repost":{"id":"2605477367","kind":"news","pubTimestamp":1769169381,"share":"https://www.laohu8.com/m/news/2605477367?lang=zh_CN&edition=full","pubTime":"2026-01-23 19:56","market":"us","language":"zh","title":"苹果三星做不好的“Air”，国产厂商怎么就搞成了","url":"https://stock-news.laohu8.com/highlight/detail?id=2605477367","media":"三易生活","summary":"论性能，这批刚上市的国产“Air款机型”无一例外都使用了旗舰级SoC。论影像，这些国产“Air款机型”更是充分吸取了苹果和三星的“教训”。但问题就在于手机毕竟是拿来“用”的，可不是摆着好看的艺术品，苹果和三星的“Air”、“Edge”在“实用性”这个角度，确实是牺牲了太多。","content":"<html><body><article><p>2026年1月19日，荣耀方面在新品发布会上正式推出了薄至6.1mm、轻至155g，同时还搭载了正代旗舰SoC和完整变焦三摄的Magic8 Pro Air。</p><img src=\"https://inews.gtimg.com/om_bt/OV0V301_tmWypmP7yB-5_Zq1qINRdwVk3iXLKmHV04tqIAA/0\"/><p>仅仅一天后，1月20日红魔推出了全新的红魔11 Air，首次在“Air级”机身里塞进主动式散热风扇与电竞肩键，打破了以往许多消费者“超薄手机打不了游戏”的认知。</p><img src=\"https://inews.gtimg.com/om_bt/OjjIVKBRKIOLNnEawlYJNoyix_xm4Aq5Gn-LfzXRVxxG8AA/0\"/><p>就在同一天，<a href=\"https://laohu8.com/S/00992\">联想</a>也带来了他们近期发布的第二款轻薄机型moto X70 Air Pro。与荣耀Magic8 Pro Air类似，这款新机同样在轻薄的机身内实现了旗舰级性能和大底三摄配置的兼顾，甚至还拥有经过Bose调音的1115E对称式双扬声器。</p><p><strong>Air这个课题，刚让<a href=\"https://laohu8.com/S/AAPL\">苹果</a>和<a href=\"https://laohu8.com/S/SMSN.UK\">三星</a>吃了瘪</strong></p><p>有关注最近这两年智能手机技术动向的朋友可能都知道，早在2024年年底，当苹果、三星先后被曝出将要推出“Air款机型”时，当时整个行业都曾一度将其视作“未来的方向”。</p><img src=\"https://inews.gtimg.com/om_bt/O0kW6NfR-5wJz_1Rpu9sNGE3voNxeYGGcVwc7_-YuXqLYAA/0\"/><p>但后来的事情大家就都知道了。苹果iPhone Air和三星Galaxy S25 Edge的市场表现都不太尽如人意，甚至早早就传出了减产的消息。最新的一些爆料也表明，这两家海外巨头的“下一代Air”尽管仍在研发过程中，但发布时间很有可能将会被延后。</p><img src=\"https://inews.gtimg.com/om_bt/OCzb5QjPizend_G1t54AmlDPtzAbHPou1J8uiP0H-2LPgAA/0\"/><p>这样一来一个有趣的现象就出现了，一边是苹果和三星尝试开拓市场，然后“光速”受挫；另一边却是在这两家已然暂时放弃超薄设计后，多个国内手机厂商却不约而同地入局，端出了他们的“Air款机型”。</p><p>那么为什么苹果、三星都搞不定的产品，国内厂商还要孜孜不倦地去挑战呢？或者说这些国内厂商有哪些底气，认为自己就能在这个细分市场里获得成功呢？</p><p><strong>性能、影像的针对性加强，让国产“Air”脱颖而出</strong></p><p>这些国产的“Air款机型”，比苹果和三星的“Air”、“Edge”强在哪？让我们逐条来看。</p><img src=\"https://inews.gtimg.com/om_bt/Oh-_43rJqEPXHWHnsSlnpFi1bnQbZi2u42ODoZW4iRqCcAA/0\"/><p>论性能，这批刚上市的国产“Air款机型”无一例外都使用了旗舰级SoC。其中，红魔11 Air更首次在超薄手机里实现了内置风扇的设计，打起游戏来比不少“常规”的性能向机型还要猛。哪怕是其中最薄的荣耀Magic8 Pro Air，也没有盲目地为了轻薄而使用不利于散热的内部结构，它依然有足够高的性能以及足够大面积的散热结构。</p><img src=\"https://inews.gtimg.com/om_bt/OL0LZ0bHkGE5kldcAfZelioi_5MHrDfGr5SGah6PFZ_EwAA/0\"/><p>论影像，这些国产“Air款机型”更是充分吸取了苹果和三星的“教训”。无论是荣耀Magic8 Pro Air、还是moto X70 Air Pro，它们不仅具备完整的“变焦三摄”，更是用上了1/1.3英寸的超大底广角主摄和真正的潜望式长焦。不管是在日常焦段的成像清晰度，还是极限的“望远”能力上，这两款国产“Air款机型”都远超苹果和三星的同类产品。</p><p>即便是主打性能、游戏的红魔11 Air，都配备了其他性能向旗舰同级别的5000万像素广角+超广角双摄，依然要比苹果和三星的“Air”强得多。</p><img src=\"https://inews.gtimg.com/om_bt/On6QXGynYFBwN_NtZYoSIrEw_lMj-ly_o_eMDvj54z8EQAA/0\"/><p>解决了性能和影像这两个最大的难题，剩下的部分对于国内手机厂商来说就完全没什么难度了。要续航，他们在高能量密度、超薄电池技术上早就“卷”得不成样子了。要轻薄，近年来影像超大杯和折叠屏手机的激烈竞争，也直接推动了这些品牌在3D打印金属、玻纤材料等方面的大幅进步。</p><p><strong>它们可能不够“极致”，但正因如此反而才能成功</strong></p><p>那说了这么多好处，那这些国产“Air款机型”有没有什么缺点呢？从目前我们接触到的一些声音来看，确实有消费者提出了质疑。比如他们认为，相比iPhone Air那种为了超薄创新整个内部结构的做法，这些国产“Air款机型”在设计思路上似乎不够“颠覆”。</p><img src=\"https://inews.gtimg.com/om_bt/Oi1OPDqYX_Hkf1lO42V_ZD2rwu8Hu6X-aFlgwDoF9ib9QAA/0\"/><p>的确，这可能是事实。因为哪怕是比iPhone Air还要轻的荣耀Magic8 Pro Air，它的内部结构与传统的直板机似乎也差异不大。换句话说，现在的这些国产“Air款机型”更像是“做薄了的传统直板旗舰”，而不是像苹果那样，纯粹是为了超薄而“重新定义手机”。</p><img src=\"https://inews.gtimg.com/om_bt/ONaFAx8O48_Wy3PKtWSA75n2DLqsuaTUBE0ACMSIEcrSUAA/0\"/><p>但问题就在于手机毕竟是拿来“用”的，可不是摆着好看的艺术品，苹果和三星的“Air”、“Edge”在“实用性”这个角度，确实是牺牲了太多。从我们三易生活的实测结果来看，这两款机型除非一直挂着外置散热器，否则性能释放普遍会大打折扣。再加上明显落后于主流水准的单摄或双摄配置，哪怕是再怎么“不懂技术”的消费者，也会很直观地觉得它们的实际体验很难匹配这样的价格。</p><img src=\"https://inews.gtimg.com/om_bt/ONiLP2ocmG4iSfJPe-utVL137WazqElk21BTqTxDixMsgAA/0\"/><p>是的，价格太高、实用性太差，再加上过多的成本（和设计）被耗费在“为了创新而创新”上，就是苹果和三星的“Air款机型”市场表现遭遇滑铁卢的主要原因。或许正是因为看到了这些点，所以如今的国产“Air款机型”反而才能在看似“不颠覆”的技术路线上，实现更“卖座”的结果。</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>苹果三星做不好的“Air”，国产厂商怎么就搞成了</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 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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苹果三星做不好的“Air”，国产厂商怎么就搞成了\n</h2>\n\n<h4 class=\"meta\">\n\n\n2026-01-23 19:56 北京时间&nbsp;&nbsp;&nbsp;<a href=http://gu.qq.com/resources/shy/news/detail-v2/index.html#/?id=nesSN20260123200020a6a50dee&s=b><strong>三易生活</strong></a>\n\n\n</h4>\n\n</header>\n<article>\n<div>\n<p>2026年1月19日，荣耀方面在新品发布会上正式推出了薄至6.1mm、轻至155g，同时还搭载了正代旗舰SoC和完整变焦三摄的Magic8 Pro Air。仅仅一天后，1月20日红魔推出了全新的红魔11 Air，首次在“Air级”机身里塞进主动式散热风扇与电竞肩键，打破了以往许多消费者“超薄手机打不了游戏”的认知。就在同一天，联想也带来了他们近期发布的第二款轻薄机型moto X70 Air Pro...</p>\n\n<a href=\"http://gu.qq.com/resources/shy/news/detail-v2/index.html#/?id=nesSN20260123200020a6a50dee&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":{"LU2896262040.SGD":"JPM US GROWTH FUND \"A\" (SGD) ACC","HK0000914686.HKD":"GFI Global Select Equity Fund Class A (HKD)","LU0354030511.USD":"ALLSPRING  U.S. LARGE CAP GROWTH \"I\" (USD) ACC","HK0000914660.USD":"GFI Global Select Equity Fund Class A (USD)","LU0354030438.USD":"富国美国大盘成长基金Cl A Acc","LU1732800096.USD":"摩根大通环球收益基金A (irc)","SG9999014898.SGD":"United Global Quality Growth Fund Dis SGD","LU1084165304.USD":"FIDELITY WORLD \"A\" (USD) ACC","LU1720051108.HKD":"ALLIANZ GLOBAL ARTIFICIAL INTELLIGENCE \"AT\" (HKD) ACC","LU2487616109.SGD":"JPM AMERICA EQUITY \"A\" (SGD) ACC","LU0210528500.USD":"JPM AMERICA EQUITY \"A\" ACC","LU0787776722.HKD":"AB SELECT US EQUITY 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Edge的市场表现都不太尽如人意，甚至早早就传出了减产的消息。最新的一些爆料也表明，这两家海外巨头的“下一代Air”尽管仍在研发过程中，但发布时间很有可能将会被延后。这样一来一个有趣的现象就出现了，一边是苹果和三星尝试开拓市场，然后“光速”受挫；另一边却是在这两家已然暂时放弃超薄设计后，多个国内手机厂商却不约而同地入局，端出了他们的“Air款机型”。那么为什么苹果、三星都搞不定的产品，国内厂商还要孜孜不倦地去挑战呢？或者说这些国内厂商有哪些底气，认为自己就能在这个细分市场里获得成功呢？性能、影像的针对性加强，让国产“Air”脱颖而出这些国产的“Air款机型”，比苹果和三星的“Air”、“Edge”强在哪？让我们逐条来看。论性能，这批刚上市的国产“Air款机型”无一例外都使用了旗舰级SoC。其中，红魔11 Air更首次在超薄手机里实现了内置风扇的设计，打起游戏来比不少“常规”的性能向机型还要猛。哪怕是其中最薄的荣耀Magic8 Pro Air，也没有盲目地为了轻薄而使用不利于散热的内部结构，它依然有足够高的性能以及足够大面积的散热结构。论影像，这些国产“Air款机型”更是充分吸取了苹果和三星的“教训”。无论是荣耀Magic8 Pro Air、还是moto X70 Air Pro，它们不仅具备完整的“变焦三摄”，更是用上了1/1.3英寸的超大底广角主摄和真正的潜望式长焦。不管是在日常焦段的成像清晰度，还是极限的“望远”能力上，这两款国产“Air款机型”都远超苹果和三星的同类产品。即便是主打性能、游戏的红魔11 Air，都配备了其他性能向旗舰同级别的5000万像素广角+超广角双摄，依然要比苹果和三星的“Air”强得多。解决了性能和影像这两个最大的难题，剩下的部分对于国内手机厂商来说就完全没什么难度了。要续航，他们在高能量密度、超薄电池技术上早就“卷”得不成样子了。要轻薄，近年来影像超大杯和折叠屏手机的激烈竞争，也直接推动了这些品牌在3D打印金属、玻纤材料等方面的大幅进步。它们可能不够“极致”，但正因如此反而才能成功那说了这么多好处，那这些国产“Air款机型”有没有什么缺点呢？从目前我们接触到的一些声音来看，确实有消费者提出了质疑。比如他们认为，相比iPhone Air那种为了超薄创新整个内部结构的做法，这些国产“Air款机型”在设计思路上似乎不够“颠覆”。的确，这可能是事实。因为哪怕是比iPhone Air还要轻的荣耀Magic8 Pro Air，它的内部结构与传统的直板机似乎也差异不大。换句话说，现在的这些国产“Air款机型”更像是“做薄了的传统直板旗舰”，而不是像苹果那样，纯粹是为了超薄而“重新定义手机”。但问题就在于手机毕竟是拿来“用”的，可不是摆着好看的艺术品，苹果和三星的“Air”、“Edge”在“实用性”这个角度，确实是牺牲了太多。从我们三易生活的实测结果来看，这两款机型除非一直挂着外置散热器，否则性能释放普遍会大打折扣。再加上明显落后于主流水准的单摄或双摄配置，哪怕是再怎么“不懂技术”的消费者，也会很直观地觉得它们的实际体验很难匹配这样的价格。是的，价格太高、实用性太差，再加上过多的成本（和设计）被耗费在“为了创新而创新”上，就是苹果和三星的“Air款机型”市场表现遭遇滑铁卢的主要原因。或许正是因为看到了这些点，所以如今的国产“Air款机型”反而才能在看似“不颠覆”的技术路线上，实现更“卖座”的结果。","news_type":1,"symbols_score_info":{"MACW.SI":0.6,"AAPL":1.88}},"isVote":1,"tweetType":1,"viewCount":451,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"CN","totalScore":0},{"id":523834544124200,"gmtCreate":1768915887790,"gmtModify":1768915892011,"author":{"id":"3440540550401156","authorId":"3440540550401156","name":"KEINS","avatar":"https://static.tigerbbs.com/70c84e27d76e3a3450fb952380b9db3e","crmLevel":2,"crmLevelSwitch":0,"followedFlag":false,"authorIdStr":"3440540550401156","idStr":"3440540550401156"},"themes":[],"title":"","htmlText":"别放氨气了","listText":"别放氨气了","text":"别放氨气了","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":1,"commentSize":0,"repostSize":0,"link":"https://laohu8.com/post/523834544124200","repostId":"2604249191","repostType":2,"repost":{"id":"2604249191","kind":"news","pubTimestamp":1768901312,"share":"https://www.laohu8.com/m/news/2604249191?lang=zh_CN&edition=full","pubTime":"2026-01-20 17:28","market":"us","language":"zh","title":"1度电多跑1公里比特斯拉还省！广汽埃安N60全球首发非晶合金电驱","url":"https://stock-news.laohu8.com/highlight/detail?id=2604249191","media":"快科技","summary":"快科技1月20日消息，广汽埃安将发布一款全新的纯电动车N60，该车将搭载夸克电驱2.0非晶-碳化硅电驱系统，核心亮点在于采用了非晶合金定子铁芯技术，可以做到1度电多跑1公里，真正比特斯拉还省电。与碳化硅控制器结合后，使得N60的电驱系统损耗降低75%，直接转化为续航里程提升，同等电池容量下，CLTC续航可增加约5-8%，官方宣称“一度电多跑1公里”。","content":"<html><body><article><p>快科技1月20日消息，<a href=\"https://laohu8.com/S/601238\">广汽</a>埃安将发布一款全新的纯电动车N60，该车将搭载夸克电驱2.0非晶-碳化硅电驱系统，<strong>核心亮点在于采用了非晶合金定子铁芯技术，可以做到1度电多跑1公里，真正比<a href=\"https://laohu8.com/S/TSLA\">特斯拉</a>还省电</strong>。</p><p>据悉，非晶合金是通过急速冷却工艺获得的金属材料，原子排列呈无序状态，区别于传统硅钢的晶体结构，此前主要应用于军工（如航母）、电力变压器等领域，去年被我国纳入《禁止出口限制出口技术目录》。</p><img src=\"https://fid-75186.picgzc.qpic.cn/20260120173607457d206ikmdjw6lee8\"/><p>埃安N60使用的铁基非晶合金厚度仅为0.02mm（约为A4纸厚度的1/4），电阻率比传统硅钢高出3个数量级，磁导率是普通硅钢片的20-100倍，矫顽力降低80%，饱和磁通密度高达1.8T，可破解20000rpm以上高转速下的磁饱和难题，支持转子转速突破30000rpm。</p><p>与碳化硅控制器结合后，<strong>使得N60的电驱系统损耗降低75%，直接转化为续航里程提升，同等电池容量下，CLTC续航可增加约5-8%，官方宣称“一度电多跑1公里”</strong>。</p><p>同时由于散热系统简化，电机整体减重约30%，显著提升整车能效，并且通过效率提升和续航增加，降低电池容量需求，实现整车成本优化。</p><img src=\"https://fid-75186.picgzc.qpic.cn/20260120173619232d2062iojwz7ayw4\"/><p><strong>更让人惊讶的是，N60这款纯电动车并不是大几十万的豪车，而是定位10万级的纯电家用车，真正实现科技平权。</strong></p><p>该车已经申报，车身尺寸4615*1860/1883*1673mm，轴距达2775mm，全系标配激光雷达，提供100千瓦和165千瓦两种动力版本。</p><img src=\"https://fid-75186.picgzc.qpic.cn/20260120173624419d2065kppvtzo5fa\"/><p>搭载埃安弹匣电池2.0技术，<strong>磷酸铁锂电芯由因湃电池（广汽子公司）供应，续航里程覆盖410km、510km以及630km，且最高支持180kW快充</strong>，从30%充至80%仅需约30分钟。</p><img src=\"https://fid-75186.picgzc.qpic.cn/20260120173633353d2060ubly2nzguc\"/></article></body></html>","source":"tencent","collect":0,"html":"<!DOCTYPE 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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\">\n1度电多跑1公里比特斯拉还省！广汽埃安N60全球首发非晶合金电驱\n</h2>\n\n<h4 class=\"meta\">\n\n\n2026-01-20 17:28 北京时间&nbsp;&nbsp;&nbsp;<a href=http://gu.qq.com/resources/shy/news/detail-v2/index.html#/?id=nesSN20260120183425a440a7ce&s=b><strong>快科技</strong></a>\n\n\n</h4>\n\n</header>\n<article>\n<div>\n<p>快科技1月20日消息，广汽埃安将发布一款全新的纯电动车N60，该车将搭载夸克电驱2.0非晶-碳化硅电驱系统，核心亮点在于采用了非晶合金定子铁芯技术，可以做到1度电多跑1公里，真正比特斯拉还省电。据悉，非晶合金是通过急速冷却工艺获得的金属材料，原子排列呈无序状态，区别于传统硅钢的晶体结构，此前主要应用于军工（如航母）、电力变压器等领域，去年被我国纳入《禁止出口限制出口技术目录》。埃安N60使用的...</p>\n\n<a href=\"http://gu.qq.com/resources/shy/news/detail-v2/index.html#/?id=nesSN20260120183425a440a7ce&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":{"601238":"广汽集团","IE00BSNM7G36.USD":"NEUBERGER BERMAN SYSTEMATIC GLOBAL SUSTAINABLE VALUE \"A\" (USD) ACC","BK4516":"特朗普概念","TSLA":"特斯拉","LU1778281490.HKD":"HSBC GIF GLOBAL LOWER CARBON EQUITY \"AD\" (HKD) INC","BK4592":"伊斯兰概念","TESL":"Simplify Volt TSLA Revolution ETF","LU0053666078.USD":"摩根大通基金-美国股票A（离岸）美元","LU1551013425.SGD":"Allianz Income 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SGD-H"},"source_url":"http://gu.qq.com/resources/shy/news/detail-v2/index.html#/?id=nesSN20260120183425a440a7ce&s=b","is_english":false,"share_image_url":"https://static.laohu8.com/9a95c1376e76363c1401fee7d3717173","article_id":"2604249191","content_text":"快科技1月20日消息，广汽埃安将发布一款全新的纯电动车N60，该车将搭载夸克电驱2.0非晶-碳化硅电驱系统，核心亮点在于采用了非晶合金定子铁芯技术，可以做到1度电多跑1公里，真正比特斯拉还省电。据悉，非晶合金是通过急速冷却工艺获得的金属材料，原子排列呈无序状态，区别于传统硅钢的晶体结构，此前主要应用于军工（如航母）、电力变压器等领域，去年被我国纳入《禁止出口限制出口技术目录》。埃安N60使用的铁基非晶合金厚度仅为0.02mm（约为A4纸厚度的1/4），电阻率比传统硅钢高出3个数量级，磁导率是普通硅钢片的20-100倍，矫顽力降低80%，饱和磁通密度高达1.8T，可破解20000rpm以上高转速下的磁饱和难题，支持转子转速突破30000rpm。与碳化硅控制器结合后，使得N60的电驱系统损耗降低75%，直接转化为续航里程提升，同等电池容量下，CLTC续航可增加约5-8%，官方宣称“一度电多跑1公里”。同时由于散热系统简化，电机整体减重约30%，显著提升整车能效，并且通过效率提升和续航增加，降低电池容量需求，实现整车成本优化。更让人惊讶的是，N60这款纯电动车并不是大几十万的豪车，而是定位10万级的纯电家用车，真正实现科技平权。该车已经申报，车身尺寸4615*1860/1883*1673mm，轴距达2775mm，全系标配激光雷达，提供100千瓦和165千瓦两种动力版本。搭载埃安弹匣电池2.0技术，磷酸铁锂电芯由因湃电池（广汽子公司）供应，续航里程覆盖410km、510km以及630km，且最高支持180kW快充，从30%充至80%仅需约30分钟。","news_type":1,"symbols_score_info":{"601238":1.87,"TESL":0.6,"TSLS":0.6,"TSLP":0.6,"TSLQ":0.6,"CRSH":0.6,"TSLT":0.6,"TSDD":0.6,"TSLY":0.6,"TSLR":0.6,"02238":1.87,"TSLG":0.6,"TSLI":0.6,"TSLZ":0.6,"TSLA":0.9,"TSL":0.6,"TSYY":0.6,"TSLW":0.6}},"isVote":1,"tweetType":1,"viewCount":251,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"CN","totalScore":0},{"id":519386512437912,"gmtCreate":1767778915955,"gmtModify":1767779037661,"author":{"id":"3440540550401156","authorId":"3440540550401156","name":"KEINS","avatar":"https://static.tigerbbs.com/70c84e27d76e3a3450fb952380b9db3e","crmLevel":2,"crmLevelSwitch":0,"followedFlag":false,"authorIdStr":"3440540550401156","idStr":"3440540550401156"},"themes":[],"title":"","htmlText":"<a 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href=\"https://laohu8.com/S/TSLA\">$特斯拉(TSLA)$&nbsp;</a> 哎哎哎","text":"$特斯拉(TSLA)$ 哎哎哎","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":2,"commentSize":0,"repostSize":0,"link":"https://laohu8.com/post/519125130883728","isVote":1,"tweetType":1,"viewCount":476,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"CN","totalScore":0},{"id":517471881655032,"gmtCreate":1767365117716,"gmtModify":1767365646864,"author":{"id":"3440540550401156","authorId":"3440540550401156","name":"KEINS","avatar":"https://static.tigerbbs.com/70c84e27d76e3a3450fb952380b9db3e","crmLevel":2,"crmLevelSwitch":0,"followedFlag":false,"authorIdStr":"3440540550401156","idStr":"3440540550401156"},"themes":[],"title":"","htmlText":"<a href=\"https://laohu8.com/S/TSLA\">$特斯拉(TSLA)$&nbsp;</a> 蠢波一，傻韭菜，慌你买了包！跑你买了包。","listText":"<a href=\"https://laohu8.com/S/TSLA\">$特斯拉(TSLA)$&nbsp;</a> 蠢波一，傻韭菜，慌你买了包！跑你买了包。","text":"$特斯拉(TSLA)$ 蠢波一，傻韭菜，慌你买了包！跑你买了包。","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":2,"commentSize":0,"repostSize":0,"link":"https://laohu8.com/post/517471881655032","isVote":1,"tweetType":1,"viewCount":792,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"CN","totalScore":0},{"id":511125112292296,"gmtCreate":1765813360360,"gmtModify":1765814781410,"author":{"id":"3440540550401156","authorId":"3440540550401156","name":"KEINS","avatar":"https://static.tigerbbs.com/70c84e27d76e3a3450fb952380b9db3e","crmLevel":2,"crmLevelSwitch":0,"followedFlag":false,"authorIdStr":"3440540550401156","idStr":"3440540550401156"},"themes":[],"title":"","htmlText":"特斯拉急没急我不知道,你肯定急了。连你车企的名字都没提，你都急眼了，哎呦呦，吓尿了，是吧？","listText":"特斯拉急没急我不知道,你肯定急了。连你车企的名字都没提，你都急眼了，哎呦呦，吓尿了，是吧？","text":"特斯拉急没急我不知道,你肯定急了。连你车企的名字都没提，你都急眼了，哎呦呦，吓尿了，是吧？","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":1,"commentSize":0,"repostSize":0,"link":"https://laohu8.com/post/511125112292296","repostId":"2591617050","repostType":2,"repost":{"id":"2591617050","kind":"news","pubTimestamp":1765793768,"share":"https://www.laohu8.com/m/news/2591617050?lang=zh_CN&edition=full","pubTime":"2025-12-15 18:16","market":"us","language":"zh","title":"特斯拉急了？发文内涵国内友商 称只会一味堆大电池 续航还不行","url":"https://stock-news.laohu8.com/highlight/detail?id=2591617050","media":"太平洋汽车网","summary":"12月15日，特斯拉官方发文直接内涵国内友商，称一些车型只会一味堆大电池，却没推出更长的续航；飙更高的马力，却没带来更强的动力；背着更重的车身，结果载重严重“缩水”。特斯拉官方提到：一味堆电池只会增加车重，甚至列举一些车型搭载100度电池，Model 3重几百斤，续航也没超过Model 3；更嘲讽道一些车比Model Y重1000+斤，续航不如Model Y。","content":"<html><body><article><p>【<a href=\"https://laohu8.com/S/601099\">太平洋</a>汽车 行业频道】12月15日，<a href=\"https://laohu8.com/S/TSLA\">特斯拉</a>官方发文直接内涵国内友商，称一些车型只会一味堆大电池，却没推出更长的续航；飙更高的马力，却没带来更强的动力；背着更重的车身，结果载重严重“缩水”。</p><img src=\"https://inews.gtimg.com/om_bt/OhsPjB2JHYzlql10dpoqwkrwpERDA7ySrr1caVU2tLQVgAA/0\"/><img src=\"https://inews.gtimg.com/om_bt/OpaefuZNRkz5PS2_WiMP-m7ihGhn9f4Ytf1ul_ZwdD8UUAA/0\"/><p>在文章开头，特斯拉自问自答，提到选好车看什么？自行给答案是除了看品牌、看价格、看配置、看续航，还要关心一下车重，直言重量最能看出一辆车有“几斤几两”，于是就有文章开头那一段。</p><img src=\"https://inews.gtimg.com/om_bt/OsvTCI5DlBAi4vwFjvKSAu3ZCODLnPlAq5F6rureWmr78AA/0\"/><img src=\"https://inews.gtimg.com/om_bt/OVuQeugGF451uqkiHqo_Y8ZXejbvzvIwQt-nnM2-UCgh4AA/0\"/><p>特斯拉官方提到：一味堆电池只会增加车重，甚至列举一些车型搭载100度电池，Model 3（询底价|查参配）重几百斤，续航也没超过Model 3；更嘲讽道一些车比Model Y重1000+斤，续航不如Model Y。</p><p>特斯拉官方还给出解释：同等条件下，电池越重，车辆越重，电耗也就越高，续航提升越有限；电池越大，车越大，让电池跑起来的“损耗”也越大，而车身每减重10%，续航里程可提升5%-6%。</p><img src=\"https://inews.gtimg.com/om_bt/O1O-M9KcoIQa9zoil66zAWgMLqGyYDZST1zSaaZ3Y1BE0AA/0\"/><p>对于动力方面，特斯拉官方更是直言：宁少十马力，不多一公斤，再大的马力，配上过大的电池、过重的车身都无法发挥出优异的加速性能。对于看载重，更是嘲讽道有些车型看似车身尺寸大了，但能装的反而更少了。</p><img src=\"https://inews.gtimg.com/om_bt/ObKZn2Yx-y6G2SrMaGJDufbAvOG7Ge_xrq70QKBfz7H0kAA/0\"/><p>特斯拉官方还表示：电动车盲目堆料，堆出来的是风险；科学减重，留给消费者的是同级更优的载重、空间、能耗、操控.....最重要的是安全。减重不是偷工减料，而是实实在在的硬核科技。</p><img src=\"https://inews.gtimg.com/om_bt/OhBFwLsd1Iu3FhKPC5DGIjFax8VuKffe-F6cZV_fk7i50AA/0\"/><p>尽管以上这些话非常刺耳，但也确实很实在，而当下的特斯拉也有狂妄的底气，其Model 3长续航后轮驱动版仅搭载78.4度电池，CLTC纯电续航高达830km，整备质量仅1760kg；其Model Y（询底价|查参配）长续航后轮驱动版同样搭载78.4度电池，CLTC纯电续航达到821km，整备质量仅1891kg。</p><p>之前特斯拉Model Y焕新版刚发布时，就扬言“尽管对比”，引发热议，就连<a href=\"https://laohu8.com/S/XIACY\">小米</a>创办人、董事长兼CEO雷军都回应：好的。不知道这次特斯拉再公开“挑衅”各大友商，他们又作何回应？（文：太平洋汽车 吴启星）</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>特斯拉急了？发文内涵国内友商 称只会一味堆大电池 续航还不行</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{ 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0}\n</style>\n</head>\n<body>\n<div class=\"wrapper\">\n<header>\n<h2 class=\"title\">\n特斯拉急了？发文内涵国内友商 称只会一味堆大电池 续航还不行\n</h2>\n\n<h4 class=\"meta\">\n\n\n2025-12-15 18:16 北京时间&nbsp;&nbsp;&nbsp;<a href=http://gu.qq.com/resources/shy/news/detail-v2/index.html#/?id=nesSN20251215181903a6a4c476&s=b><strong>太平洋汽车网</strong></a>\n\n\n</h4>\n\n</header>\n<article>\n<div>\n<p>【太平洋汽车 行业频道】12月15日，特斯拉官方发文直接内涵国内友商，称一些车型只会一味堆大电池，却没推出更长的续航；飙更高的马力，却没带来更强的动力；背着更重的车身，结果载重严重“缩水”。在文章开头，特斯拉自问自答，提到选好车看什么？自行给答案是除了看品牌、看价格、看配置、看续航，还要关心一下车重，直言重量最能看出一辆车有“几斤几两”，于是就有文章开头那一段。特斯拉官方提到：一味堆电池只会增加...</p>\n\n<a href=\"http://gu.qq.com/resources/shy/news/detail-v2/index.html#/?id=nesSN20251215181903a6a4c476&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":{"LU1720051108.HKD":"ALLIANZ GLOBAL ARTIFICIAL INTELLIGENCE \"AT\" (HKD) ACC","IE00BJLML261.HKD":"HSBC GLOBAL EQUITY INDEX \"HCH\" (HKD) ACC","LU0323591593.USD":"SCHRODER ISF QEP GLOBAL QUALITY \"A\" (USD) 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不就想让别人割肉清仓一伟达和和特斯拉嘛，然后你再接回来啊，你这点小心思，你撅屁股我就知道你要拉什么屎。","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":3,"commentSize":0,"repostSize":0,"link":"https://laohu8.com/post/501137147117584","repostId":"2584970926","repostType":2,"repost":{"id":"2584970926","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":1763345023,"share":"https://www.laohu8.com/m/news/2584970926?lang=zh_CN&edition=full","pubTime":"2025-11-17 10:03","market":"fut","language":"zh","title":"清仓英伟达！“白宫背后的科技大佬”Peter Thiel三季度大幅降仓，新买入微软和苹果","url":"https://stock-news.laohu8.com/highlight/detail?id=2584970926","media":"华尔街见闻","summary":"亿万富翁投资者Peter Thiel的基金在三季度进行重大调仓：清仓英伟达，并猛砍特斯拉76%持仓。与此同时，基金新建微软与苹果头寸，整体美股持仓规模缩减约三分之二。此番操作印证了他对AI“炒作周期”的警告。","content":"<html><head></head><body><blockquote><p>亿万富翁投资者Peter Thiel的基金在三季度进行重大调仓：清仓英伟达，并猛砍特斯拉76%持仓。与此同时，基金新建微软与苹果头寸，整体美股持仓规模缩减约三分之二。此番操作印证了他对AI“炒作周期”的警告。</p></blockquote><p>作为硅谷最具影响力的投资者之一，Peter Thiel的最新动向又一次向狂热的AI市场发出一个明确的谨慎信号。</p><p>根据向美国证券交易委员会（SEC）提交的最新13F持仓报告，Thiel Macro LLC在第三季度完全退出了对<a href=\"https://laohu8.com/S/NVDA\">英伟达</a>的投资。这一举动尤为引人注目，因为它发生在英伟达市值突破5万亿美元、华尔街分析师普遍将其视为“不可动摇”的领头羊之际。并且，11月19日英伟达即将发布最新财报。</p><p>与清仓同步进行的，是一次彻底的投资组合重塑。该基金大幅削减了其美股总持仓，从第二季度的约2.12亿美元降至仅7440万美元。与此同时，基金建立了在<a href=\"https://laohu8.com/S/MSFT\">微软</a>和<a href=\"https://laohu8.com/S/AAPL\">苹果</a>的大额新头寸。</p><h2 id=\"id_3796486317\">投资组合大换血：清仓AI龙头，总持仓缩水三分之二</h2><p>Thiel Macro LLC在第三季度的操作堪称激进。文件显示，该基金不仅清仓了占其上一季度投资组合权重高达40%的英伟达、卖出了全部53.77万股，还抛售了另一笔占权重19%的重要持仓<a href=\"https://laohu8.com/S/VST\">Vistra</a> Energy。</p><p>此举与英伟达自身强劲的基本面形成了鲜明对比。据报道，英伟达的季度销售额从393亿美元飙升至467亿美元，其数据中心业务收入增长了56%。然而，Thiel的选择显然是基于对未来估值而非当前业绩的判断。</p><p>整体来看，基金的投资组合换手率超过80%。总持仓规模从约2.12亿美元急剧收缩至7440万美元。这一系列操作更像是一次果断的战略收缩，而非温和的再平衡。</p><h2 id=\"id_2572469793\">转向科技巨头：新建仓微软苹果，减持<a href=\"https://laohu8.com/S/TSLA\">特斯拉</a></h2><p>在大幅减仓的同时，Thiel Macro LLC将剩余的资金集中投向了另外两家科技巨头。文件显示，该基金首次买入了微软和苹果的股票。</p><p>该基金在第三季度新建仓买入了49000股微软股票和79181股苹果股票。与此同时，基金对长期持有的特斯拉进行了大幅减持，卖出了20.76万股，减持比例高达76%。</p><p>截至第三季度末，Thiel Macro LLC的投资组合仅剩三只股票。其中，减持后的特斯拉仍是第一大重仓股，占比约38.8%；新买入的微软和苹果紧随其后，分别占投资组合的34.1%和27.1%。</p><p>这一转变表明，Thiel目前更青睐那些拥有多元化收入来源、庞大云业务、硬件生态和成熟软件服务的平台型公司。</p><h2 id=\"id_2035808276\">AI泡沫论再起：Thiel的言行一致</h2><p>Thiel的此次调仓并非毫无征兆。他此前曾公开警告，AI领域的炒作周期已经远远领先于其实际的经济效益，并将当前的市场狂热与1999年互联网泡沫时期相提并论，当时投资者为一项需要15到20年才能完全实现的技术支付了过高的价格。</p><p>将英伟达的持仓“归零”，正是这一观点的有力体现。尽管Thiel本人也曾称赞英伟达在硬件领域的领导地位，但他的投资决策表明，他认为AI的变革将是“缓慢燃烧”的过程。在他看来，能够提供持久经济价值的，是那些平台型公司，而非当前估值已处于高位的纯粹芯片制造商。</p><p>在对AI潜在泡沫表示担忧的知名人士中，Peter Thiel并不孤单。<a href=\"https://laohu8.com/S/AMZN\">亚马逊</a>创始人Jeff Bezos曾将AI热潮形容为一场“工业泡沫”；<a href=\"https://laohu8.com/S/GS\">高盛</a>首席执行官David Solomon则指出，市场可能面临12至24个月的回调。此外，传奇投资者James Anderson曾对英伟达的某些融资计划表示“不安”。</p><h2 id=\"id_3441994329\">“白宫背后的科技大佬”</h2><p>Peter Thiel在科技和投资界拥有举足轻重的地位，其影响力源于他在多家颠覆性科技公司中的创始角色。他不仅是支付巨头<a href=\"https://laohu8.com/S/PYPL\">PayPal</a>的联合创始人并曾担任其CEO，还是<a href=\"https://laohu8.com/S/META\">Facebook</a>的首位外部投资者。</p><p>此外，他联合创办了目前最受关注的国防AI公司<a href=\"https://laohu8.com/S/PLTR\">Palantir</a>并担任董事长，同时通过他旗下的Founders Fund，投资了SpaceX和Airbnb等一系列知名企业。这些横跨金融科技、社交媒体和国防科技领域的深厚背景，使其成为在技术和资本市场都极具影响力的声音。</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>清仓英伟达！“白宫背后的科技大佬”Peter Thiel三季度大幅降仓，新买入微软和苹果</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清仓英伟达！“白宫背后的科技大佬”Peter Thiel三季度大幅降仓，新买入微软和苹果\n</h2>\n\n<h4 class=\"meta\">\n\n\n2025-11-17 10:03 北京时间&nbsp;&nbsp;&nbsp;<a href=https://wallstreetcn.com/articles/3759501><strong>华尔街见闻</strong></a>\n\n\n</h4>\n\n</header>\n<article>\n<div>\n<p>亿万富翁投资者Peter Thiel的基金在三季度进行重大调仓：清仓英伟达，并猛砍特斯拉76%持仓。与此同时，基金新建微软与苹果头寸，整体美股持仓规模缩减约三分之二。此番操作印证了他对AI“炒作周期”的警告。作为硅谷最具影响力的投资者之一，Peter Thiel的最新动向又一次向狂热的AI市场发出一个明确的谨慎信号。根据向美国证券交易委员会（SEC）提交的最新13F持仓报告，Thiel Macro...</p>\n\n<a href=\"https://wallstreetcn.com/articles/3759501\">网页链接</a>\n\n</div>\n\n\n</article>\n</div>\n</body>\n</html>\n","type":0,"thumbnail":"https://static.tigerbbs.com/5d1fe578ee46cbe0d24c33435ff25ae5","relate_stocks":{"LU0726765562.USD":"JPM GLOBAL INCOME \"A\" (USD HEDGED) INC","LU1815333072.USD":"THREADNEEDLE (LUX) GLOBAL FOCUS \"AUP\" (USD) INC","LU2347655073.USD":"JPM GLOBAL INCOME \"A\" (USDHDG) INC A","LU2125909916.SGD":"Natixis Thematics Safety R/A SGD","LU1803068623.USD":"TEMPLETON GLOBAL CLIMATE CHANGE \"AH1\" (USDHDG) ACC","LU2097344431.USD":"SCHRODER ISF SUSTAINABLE MULTI-ASSET INCOME \"A\" (USDHDG) INC","LU2087621335.USD":"ALLSPRING GLOBAL FACTOR ENHANCED EQUITY \"A\" (USD) ACC","LU0308772762.SGD":"Blackrock Global Allocation A2 SGD-H","MSFT":"微软","IE00BFSS7M15.SGD":"Janus Henderson Balanced A Acc SGD-H","LU0109392836.USD":"富兰克林科技股A","AAPL":"苹果","LU1069344957.HKD":"AB SICAV I - AMERICAN GROWTH PORTFOLIO \"AD\" (HKD) INC","LU1951198990.SGD":"Natixis Thematics AI & Robotics 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没有核心技术的公司 走不长远","text":"长期看跌 没有核心技术的公司 走不长远","html":"长期看跌 没有核心技术的公司 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