小耳的个人主页 - 老虎社区

小耳

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2018-10-19

很多人问我最近的操作，最近空仓！做期权最厌恶的就是不确定性。现在这个市场形式，涨跌太大，短线不确定性太大。因此最好的就是空仓。等到纳指再次企稳稳步上涨时，玩那些确定性高的大蓝筹股的期权。玩期权的策略就是，市场稳步上升，确定性高的时候，加大杠杆，不怕正股涨的慢，加上高杠杆，收益也很高。 “高确定性大杠杆”比“低确定性小杠杆”要好的多。所以搞那些涨跌起伏大，不确定性高的新股不如搞市场环境好时大蓝筹的期权。 $辉瑞(PFE)$ $纳指ETF(QQQ)$ $苹果(AAPL)$ $Netflix, Inc.(NFLX)$ $Facebook(FB)$ $微软(MSFT)$ $Visa(V)$ $万事达(MA)$ $AMD(AMD)$

2018-06-21

抄底的小心了！又一大空头盯上好未来！

$好未来(TAL)$ Dan David.美国著名做空机构Geoinvesting联合创始人，曾做空过神州租车。和浑水联手做空好未来，那就太可怕了。附神州租车被做空的K线：

抄底的小心了！又一大空头盯上好未来！

2018-06-21

美国发起了针对好未来虚假交易的集体诉讼…

$好未来(TAL)$昨天刚发的消息……多仓小心。

美国发起了针对好未来虚假交易的集体诉讼…

2025-06-27

$超微电脑(SMCI)$ 英伟达一直涨，超微电脑就会一直涨，他俩深度绑定的。$英伟达(NVDA)$

2018-06-15

浑水的Part2还没出来千万不要当接盘

$好未来(TAL)$如题，谁钱多谁就接！！！

浑水的Part2还没出来千万不要当接盘

2025-11-15

$联合健康(UNH)$ 这个股票跌的话，可以回购注销更多股数，到时候分红会更多，一样。不管涨不涨，都稳赚。

2025-10-10

$联合健康(UNH)$ 加关税和你有毛关系？你的业务有中国的？

2017-12-11

腾讯是做什么的？

$腾讯控股(00700)$ 这照片里的公司要么是腾讯投资的，要么是和腾讯一起投资的。还有人只认为腾讯等于荣耀和吃鸡么？

腾讯是做什么的？

2020-08-19

$AMD(AMD)$$苹果(AAPL)$$英特尔(INTC)$今天清仓了AMD 3倍杠杆买入的刚好翻倍感谢AMD！

去老虎APP查看更多动态

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年底能到400么？看样子有点悬啊","text":"$联合健康(UNH)$ 年底能到400么？看样子有点悬啊","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":3,"commentSize":1,"repostSize":0,"link":"https://laohu8.com/post/500089635729480","isVote":1,"tweetType":1,"viewCount":1565,"authorTweetTopStatus":1,"verified":2,"comments":[{"author":{"id":"3497584593756125","authorId":"3497584593756125","name":"投资王子","avatar":"https://static.laohu8.com/default-avatar.jpg","crmLevel":6,"crmLevelSwitch":0,"idStr":"3497584593756125","authorIdStr":"3497584593756125"},"content":"你看科技，你在看这 [流泪]","text":"你看科技，你在看这 [流泪]","html":"你看科技，你在看这 [流泪]"}],"imageCount":0,"langContent":"CN","totalScore":0},{"id":496608732361168,"gmtCreate":1762265548099,"gmtModify":1762265550388,"author":{"id":"3458550149312537","authorId":"3458550149312537","name":"小耳","avatar":"https://static.tigerbbs.com/0e0e72893ac93161ca521e93ad473479","crmLevel":9,"crmLevelSwitch":1,"followedFlag":false,"idStr":"3458550149312537","authorIdStr":"3458550149312537"},"themes":[],"htmlText":"这是基于8月份之前的分析了，滞后了老铁","listText":"这是基于8月份之前的分析了，滞后了老铁","text":"这是基于8月份之前的分析了，滞后了老铁","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":1,"commentSize":0,"repostSize":0,"link":"https://laohu8.com/post/496608732361168","repostId":"496565135688216","repostType":1,"repost":{"id":496565135688216,"gmtCreate":1762255189397,"gmtModify":1762255194972,"author":{"id":"3467026553147025","authorId":"3467026553147025","name":"不要给我谈梦想","avatar":"https://static.tigerbbs.com/14e7bd71f323dad952a53a59a8022135","crmLevel":7,"crmLevelSwitch":0,"followedFlag":false,"idStr":"3467026553147025","authorIdStr":"3467026553147025"},"themes":[],"title":"","htmlText":"<a 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此外，CEO突然换人、司法部刑事调查、网络攻击泄露1.9亿人隐私这些负面事件叠加在一起，让机构在短时间内集中减仓，股价跌破300美元关键支撑位，触发了程序化卖盘和止损盘。所以这不是单纯的“消息面利空”，而是基本面+情绪+技术面三重共振导致的踩踏，而非庄家刻意砸盘。 从目前筹码结构、估值和机构目标价来看，联合健康大概率会在 **230–250 美元区间**迎来阶段性底部，对应 2025 年动态 PE 约 9–10 倍，股息率抬升至 4% 以上，已低于历史均值两个标准差，具备“深度价值”特征。 若市场情绪继续恶化或出现新的负面冲击，极端情况下可能下探 **210 美元**（对应 8 倍 PE），但这一位置出现机构性买盘的概率极高，因为： 1. 巴菲特等长期资金已把成本锚定在 300 美元附近，210 美元相当于“白送”； 2. 公司仍有 3% 股息 + 每年约 5% 的回购支撑，底部安全垫较厚； 3. 技术面 210 美元是 2021 年以来的长期上升趋势线支撑位。 因此，**230–250 美元是第一观察区，210 美元是极限区域**。一旦在此区间出现放量止跌或基本面边际改善，反弹随时启动。","text":"$联合健康(UNH)$ 通义分析 暴跌的直接导火索并不是“庄家砸盘”，而是医疗赔付率（MLR）飙升至89.4%，把原本12%的营收增长全部吃掉，净利润同比腰斩。市场原本预期保险公司能靠提价或控费保住利润，结果联合健康不仅利润大降，还把全年每股收益指引砍到16美元，远低于华尔街20.91美元的共识。 此外，CEO突然换人、司法部刑事调查、网络攻击泄露1.9亿人隐私这些负面事件叠加在一起，让机构在短时间内集中减仓，股价跌破300美元关键支撑位，触发了程序化卖盘和止损盘。所以这不是单纯的“消息面利空”，而是基本面+情绪+技术面三重共振导致的踩踏，而非庄家刻意砸盘。 从目前筹码结构、估值和机构目标价来看，联合健康大概率会在 **230–250 美元区间**迎来阶段性底部，对应 2025 年动态 PE 约 9–10 倍，股息率抬升至 4% 以上，已低于历史均值两个标准差，具备“深度价值”特征。 若市场情绪继续恶化或出现新的负面冲击，极端情况下可能下探 **210 美元**（对应 8 倍 PE），但这一位置出现机构性买盘的概率极高，因为： 1. 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清仓了，踏空了，来这里刷存在感了？","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":0,"commentSize":0,"repostSize":0,"link":"https://laohu8.com/post/392153633443944","repostId":"1198154453","repostType":2,"repost":{"id":"1198154453","kind":"news","weMediaInfo":{"introduction":"致力于提供最及时的财经资讯，最专业的解读分析，覆盖宏观经济、金融机构、A股市场、上市公司、投资理财等财经领域。","home_visible":1,"media_name":"券商中国","id":"9","head_image":"https://static.tigerbbs.com/d482d56459984e8c86a6a137295b3c4f"},"pubTimestamp":1736750801,"share":"https://www.laohu8.com/m/news/1198154453?lang=zh_CN&edition=full","pubTime":"2025-01-13 14:46","market":"us","language":"zh","title":"欧洲最大养老基金清仓特斯拉股份，因反对马斯克的薪酬方案","url":"https://stock-news.laohu8.com/highlight/detail?id=1198154453","media":"券商中国","summary":"日前，欧洲最大的养老基金ABP透露，已在去年第三季度出售了其所持有的特斯拉全部5.71亿欧元股份，部分原因是对马斯克的薪酬方案存在分歧。去年6月份，ABP曾投票反对马斯克价值500多亿美元的薪酬方案，称其“存在争议，而且薪酬过高”。上个月，马斯克创纪录的特斯拉薪酬方案再次被特拉华州法官驳回。欧盟委员会表示，鉴于马斯克拥有的巨大权力，欧盟委员会将调查他对欧洲政治的干涉。","content":"<html><head></head><body><p>1月13日，特斯拉美股盘前跌3%，欧洲最大养老基金清仓特斯拉股份，因反对马斯克的薪酬方案。</p><p class=\"t-img-caption\"><img src=\"https://static.tigerbbs.com/b74145b91217bc560b03b12ee8d8b232\" tg-width=\"873\" tg-height=\"832\"/></p><p>日前，欧洲最大的养老基金ABP透露，已在去年第三季度出售了其所持有的特斯拉全部5.71亿欧元股份，部分原因是对马斯克的薪酬方案存在分歧。去年6月份，ABP曾投票反对马斯克价值500多亿美元的薪酬方案，称其“存在争议，而且薪酬过高”。</p><p style=\"text-align: justify;\">ABP拥有5400亿欧元的投资，折合人民币超4万亿元，是全球最大的养老基金之一。不过，在ABP完成出售之后，特斯拉的股票一路猛涨，最高触及488.54美元/股，较ABP的出售均价翻了一倍。ABP表示，并不后悔此次出售特斯拉的股票。</p><p style=\"text-align: justify;\">最近10多个交易日，特斯拉股价有所回调，截至上周五收盘，特斯拉股价报394.74美元/股，市值为12671亿美元。1月初，特斯拉公布的数据显示，2024年特斯拉交付的汽车数量少于2023年，这是该公司汽车年交付量十多年来首次同比下滑。</p><p class=\"t-img-caption\"><img src=\"https://static.tigerbbs.com/c001dc814e14e300e582c2d44993b447\" title=\"\" tg-width=\"560\" tg-height=\"240\"/></p><p><strong>巨头清仓特斯拉</strong></p><p style=\"text-align: justify;\">1月13日消息，欧洲最大的养老基金Stichting Pensioenfonds ABP（简称“ABP”）在去年第三季度出售了其所持有的特斯拉全部 5.71亿欧元（约5.85亿美元）股份，部分原因是对马斯克的薪酬方案存在分歧。</p><p style=\"text-align: justify;\">ABP的一位发言人1月12日表示，对马斯克的薪酬待遇“我们有意见”。该基金在决定出售其投资时还考虑了成本、回报和负责任投资的要求。</p><p style=\"text-align: justify;\">去年6月，ABP就曾投票反对马斯克薪酬方案，称其“有争议而且过高”。不过，当时，马斯克的薪酬方案还是获得了特斯拉的股东投票通过。</p><p style=\"text-align: justify;\">对于此次清仓特斯拉的股票，ABP表示，尽管特斯拉股价自去年9月底以来已经上涨了不少，但对此并不感到后悔。ABP称，“我们是长期投资者”。ABP还表示，这次股票出售与马斯克在美国政治中的角色无关。</p><p style=\"text-align: justify;\">上个月，马斯克创纪录的特斯拉薪酬方案再次被特拉华州法官驳回。当地时间2024年12月2日，美国特拉华州地方法院法官凯瑟琳·圣约翰·麦考密克决定坚持其2024年1月的裁定，认为特斯拉董事会在2018年批准马斯克的薪酬计划时过于受马斯克的影响，再次驳回了此薪酬计划。据悉，该薪酬计划最初估值为26亿美元，到法官取消时已升至560亿美元（约合人民币4081亿元）。</p><p style=\"text-align: justify;\"><strong>麦考密克的裁决推翻了美国企业高管有史以来最高的薪酬计划，如果上诉失败，这可能会大幅削减马斯克的财富，并对他公司的未来产生影响。据悉，马斯克可以向特拉华州最高法院上诉该决定。</strong></p><p style=\"text-align: justify;\">在麦考密克去年1月份作出取消该计划的裁决后，马斯克在X平台上抨击了法院，称“永远不要在特拉华州注册你的公司”。随后，特斯拉举行了股东投票，决定在得克萨斯州重新注册，并于去年6月正式将公司注册地迁至该州。</p><p><strong>去年交付量下滑</strong></p><p style=\"text-align: justify;\">当地时间1月2日，特斯拉公布的数据显示，该公司2024年全球共交付约179万辆汽车，较2023年下降1.1%。这是特斯拉自2015年以来首次出现年度销量同比下滑，也低于分析师普遍预期的180万辆。</p><p style=\"text-align: justify;\">不过，特斯拉在中国市场的表现仍然强劲。根据乘联会数据及媒体数据估算，特斯拉去年12月国内销量达8.3万辆，环比增长12.8%，全年销量超65.7万辆，同比增长8.8%，创下历史最高纪录。当前，特斯拉仍然是全球纯电动车销量最高的车企，但差距正被比亚迪进一步拉小。</p><p style=\"text-align: justify;\">上周，特斯拉在中国推出了备受期待的焕新款Model Y，有两款配置，售价分别为26.35万元和30.35万元。目前，原款Model Y仍有1万元的优惠和五年免息政策，叠加后的价格为23.99万元，比焕新Model Y便宜2.36万元。焕新Model Y最早2025年3月交付。特斯拉副总裁陶琳表示：“能超越Model Y的只有焕新Model Y。”</p><p style=\"text-align: justify;\">招商证券指出，2024年是特斯拉产品周期低谷，销量同比下滑；2025年Model Y焕新和廉价车上市，标志着产品周期全面走强，引领销量重回增长，尤其廉价车交付将打开下半年及2026年想象空间。</p><p style=\"text-align: justify;\">不过，随着销量的增长，特斯拉在全球的召回事件也越来越频繁。当地时间1月10日，特斯拉在美国国家公路交通安全管理局网站上发表声明称，该公司在美国召回约23.9万辆电动汽车，原因是部分电动汽车可能存在后视摄像头故障。</p><p style=\"text-align: justify;\">根据特斯拉发表的声明，后视摄像头发生故障会缩小驾驶员的视野范围，增加车祸风险。此次召回适用于特斯拉2024—2025（车型年份）的Model 3和Model S型汽车，以及2023—2025（车型年份）的Model X和Model Y SUV型汽车。</p><p style=\"text-align: justify;\">去年12月中旬，特斯拉因轮胎压力监测系统警告灯存在问题，召回了近70万辆汽车。根据美国国家公路交通安全管理局发布的信件，此次召回涉及部分2024年款电动皮卡（Cybertruck）、2017—2025年款Model 3和2020—2025年款Model Y车型。特斯拉表示，已提供免费的软件更新以解决该问题。</p><p style=\"text-align: justify;\">根据美国国家公路交通安全管理局追踪的数据，2024年特斯拉在美国共宣布了16次召回，涉及超过500万辆汽车。</p><p><strong>马斯克搅动欧洲政坛</strong></p><p style=\"text-align: justify;\"><strong>近期，美国企业家马斯克针对欧洲政治频繁表态，引发各界关注。</strong></p><p style=\"text-align: justify;\">据参考消息援引《纽约时报》1月10日报道称，美国亿万富翁马斯克不仅仅是涉足德国政坛，他正试图打破让德国最著名且支持率不断壮大的极右翼政党无法执政的政治封锁。</p><p style=\"text-align: justify;\">据报道，马斯克9日主持了一场直播访谈，交谈对象是德国选择党总理候选人魏德尔。德国政界人士在这一活动之前就发出了警告，并威胁要采取法律行动。报道指出，这在很大程度上是因为马斯克为德国选择党提供了一定程度的宣传和合法性，而这是该党在德国公众生活中长期被剥夺的。他在访谈中明确表达对该党的支持，并再次警告德国人，只有德国选择党才能带来他们国家需要的改变。他表示，投票给德国选择党“是明智之举”。</p><p style=\"text-align: justify;\">报道还指出，马斯克控制着一个强大的媒体平台，该平台越来越多地被右翼人士所占据。他已成为特朗普的密友，并开始发帖为欧洲各地的极右翼候选人和政党做宣传。</p><p style=\"text-align: justify;\">欧盟委员会表示，鉴于马斯克拥有的巨大权力，欧盟委员会将调查他对欧洲政治的干涉。据报道，德国领导人时而批评马斯克，时而试图忽视他。至少到目前，德国选民似乎还没有受到影响。在一家德国媒体的民意调查中，四分之三的受访者表示，马斯克对德国政治发表评论是不合适的。但同一项民调显示，大多数受访者认为马斯克的努力将有助于德国选择党的竞选。</p><p style=\"text-align: justify;\">近日，由于越来越担心马斯克言论对英国的潜在影响，英国政府反极端主义部门已开始对其社交媒体帖文进行监控。</p><p style=\"text-align: justify;\">英国内政部证实，已加强额外监控，以评估社交媒体内容和影响力，特别关注包括马斯克在内的“高调账户”。</p><p style=\"text-align: justify;\">近日，美国企业家马斯克在社交平台发布多条帖文，讨论英国政治，攻击英国首相斯塔默、议员菲利普斯和改革英国党党首奈杰尔·法拉奇等英国政界人士。</p></body></html>","collect":0,"html":"<!DOCTYPE html>\n<html>\n<head>\n<meta 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}\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欧洲最大养老基金清仓特斯拉股份，因反对马斯克的薪酬方案\n</h2>\n\n<h4 class=\"meta\">\n\n\n<a class=\"head\" href=\"https://laohu8.com/wemedia/9\">\n\n\n<div class=\"h-thumb\" style=\"background-image:url(https://static.tigerbbs.com/d482d56459984e8c86a6a137295b3c4f);background-size:cover;\"></div>\n\n<div class=\"h-content\">\n<p class=\"h-name\">券商中国 </p>\n<p class=\"h-time\">2025-01-13 14:46</p>\n</div>\n\n</a>\n\n\n</h4>\n\n</header>\n<article>\n<html><head></head><body><p>1月13日，特斯拉美股盘前跌3%，欧洲最大养老基金清仓特斯拉股份，因反对马斯克的薪酬方案。</p><p class=\"t-img-caption\"><img src=\"https://static.tigerbbs.com/b74145b91217bc560b03b12ee8d8b232\" tg-width=\"873\" tg-height=\"832\"/></p><p>日前，欧洲最大的养老基金ABP透露，已在去年第三季度出售了其所持有的特斯拉全部5.71亿欧元股份，部分原因是对马斯克的薪酬方案存在分歧。去年6月份，ABP曾投票反对马斯克价值500多亿美元的薪酬方案，称其“存在争议，而且薪酬过高”。</p><p style=\"text-align: justify;\">ABP拥有5400亿欧元的投资，折合人民币超4万亿元，是全球最大的养老基金之一。不过，在ABP完成出售之后，特斯拉的股票一路猛涨，最高触及488.54美元/股，较ABP的出售均价翻了一倍。ABP表示，并不后悔此次出售特斯拉的股票。</p><p style=\"text-align: justify;\">最近10多个交易日，特斯拉股价有所回调，截至上周五收盘，特斯拉股价报394.74美元/股，市值为12671亿美元。1月初，特斯拉公布的数据显示，2024年特斯拉交付的汽车数量少于2023年，这是该公司汽车年交付量十多年来首次同比下滑。</p><p class=\"t-img-caption\"><img src=\"https://static.tigerbbs.com/c001dc814e14e300e582c2d44993b447\" title=\"\" tg-width=\"560\" tg-height=\"240\"/></p><p><strong>巨头清仓特斯拉</strong></p><p style=\"text-align: justify;\">1月13日消息，欧洲最大的养老基金Stichting Pensioenfonds ABP（简称“ABP”）在去年第三季度出售了其所持有的特斯拉全部 5.71亿欧元（约5.85亿美元）股份，部分原因是对马斯克的薪酬方案存在分歧。</p><p style=\"text-align: justify;\">ABP的一位发言人1月12日表示，对马斯克的薪酬待遇“我们有意见”。该基金在决定出售其投资时还考虑了成本、回报和负责任投资的要求。</p><p style=\"text-align: justify;\">去年6月，ABP就曾投票反对马斯克薪酬方案，称其“有争议而且过高”。不过，当时，马斯克的薪酬方案还是获得了特斯拉的股东投票通过。</p><p style=\"text-align: justify;\">对于此次清仓特斯拉的股票，ABP表示，尽管特斯拉股价自去年9月底以来已经上涨了不少，但对此并不感到后悔。ABP称，“我们是长期投资者”。ABP还表示，这次股票出售与马斯克在美国政治中的角色无关。</p><p style=\"text-align: justify;\">上个月，马斯克创纪录的特斯拉薪酬方案再次被特拉华州法官驳回。当地时间2024年12月2日，美国特拉华州地方法院法官凯瑟琳·圣约翰·麦考密克决定坚持其2024年1月的裁定，认为特斯拉董事会在2018年批准马斯克的薪酬计划时过于受马斯克的影响，再次驳回了此薪酬计划。据悉，该薪酬计划最初估值为26亿美元，到法官取消时已升至560亿美元（约合人民币4081亿元）。</p><p style=\"text-align: justify;\"><strong>麦考密克的裁决推翻了美国企业高管有史以来最高的薪酬计划，如果上诉失败，这可能会大幅削减马斯克的财富，并对他公司的未来产生影响。据悉，马斯克可以向特拉华州最高法院上诉该决定。</strong></p><p style=\"text-align: justify;\">在麦考密克去年1月份作出取消该计划的裁决后，马斯克在X平台上抨击了法院，称“永远不要在特拉华州注册你的公司”。随后，特斯拉举行了股东投票，决定在得克萨斯州重新注册，并于去年6月正式将公司注册地迁至该州。</p><p><strong>去年交付量下滑</strong></p><p style=\"text-align: justify;\">当地时间1月2日，特斯拉公布的数据显示，该公司2024年全球共交付约179万辆汽车，较2023年下降1.1%。这是特斯拉自2015年以来首次出现年度销量同比下滑，也低于分析师普遍预期的180万辆。</p><p style=\"text-align: justify;\">不过，特斯拉在中国市场的表现仍然强劲。根据乘联会数据及媒体数据估算，特斯拉去年12月国内销量达8.3万辆，环比增长12.8%，全年销量超65.7万辆，同比增长8.8%，创下历史最高纪录。当前，特斯拉仍然是全球纯电动车销量最高的车企，但差距正被比亚迪进一步拉小。</p><p style=\"text-align: justify;\">上周，特斯拉在中国推出了备受期待的焕新款Model Y，有两款配置，售价分别为26.35万元和30.35万元。目前，原款Model Y仍有1万元的优惠和五年免息政策，叠加后的价格为23.99万元，比焕新Model Y便宜2.36万元。焕新Model Y最早2025年3月交付。特斯拉副总裁陶琳表示：“能超越Model Y的只有焕新Model Y。”</p><p style=\"text-align: justify;\">招商证券指出，2024年是特斯拉产品周期低谷，销量同比下滑；2025年Model Y焕新和廉价车上市，标志着产品周期全面走强，引领销量重回增长，尤其廉价车交付将打开下半年及2026年想象空间。</p><p style=\"text-align: justify;\">不过，随着销量的增长，特斯拉在全球的召回事件也越来越频繁。当地时间1月10日，特斯拉在美国国家公路交通安全管理局网站上发表声明称，该公司在美国召回约23.9万辆电动汽车，原因是部分电动汽车可能存在后视摄像头故障。</p><p style=\"text-align: justify;\">根据特斯拉发表的声明，后视摄像头发生故障会缩小驾驶员的视野范围，增加车祸风险。此次召回适用于特斯拉2024—2025（车型年份）的Model 3和Model S型汽车，以及2023—2025（车型年份）的Model X和Model Y SUV型汽车。</p><p style=\"text-align: justify;\">去年12月中旬，特斯拉因轮胎压力监测系统警告灯存在问题，召回了近70万辆汽车。根据美国国家公路交通安全管理局发布的信件，此次召回涉及部分2024年款电动皮卡（Cybertruck）、2017—2025年款Model 3和2020—2025年款Model Y车型。特斯拉表示，已提供免费的软件更新以解决该问题。</p><p style=\"text-align: justify;\">根据美国国家公路交通安全管理局追踪的数据，2024年特斯拉在美国共宣布了16次召回，涉及超过500万辆汽车。</p><p><strong>马斯克搅动欧洲政坛</strong></p><p style=\"text-align: justify;\"><strong>近期，美国企业家马斯克针对欧洲政治频繁表态，引发各界关注。</strong></p><p style=\"text-align: justify;\">据参考消息援引《纽约时报》1月10日报道称，美国亿万富翁马斯克不仅仅是涉足德国政坛，他正试图打破让德国最著名且支持率不断壮大的极右翼政党无法执政的政治封锁。</p><p style=\"text-align: justify;\">据报道，马斯克9日主持了一场直播访谈，交谈对象是德国选择党总理候选人魏德尔。德国政界人士在这一活动之前就发出了警告，并威胁要采取法律行动。报道指出，这在很大程度上是因为马斯克为德国选择党提供了一定程度的宣传和合法性，而这是该党在德国公众生活中长期被剥夺的。他在访谈中明确表达对该党的支持，并再次警告德国人，只有德国选择党才能带来他们国家需要的改变。他表示，投票给德国选择党“是明智之举”。</p><p style=\"text-align: justify;\">报道还指出，马斯克控制着一个强大的媒体平台，该平台越来越多地被右翼人士所占据。他已成为特朗普的密友，并开始发帖为欧洲各地的极右翼候选人和政党做宣传。</p><p style=\"text-align: justify;\">欧盟委员会表示，鉴于马斯克拥有的巨大权力，欧盟委员会将调查他对欧洲政治的干涉。据报道，德国领导人时而批评马斯克，时而试图忽视他。至少到目前，德国选民似乎还没有受到影响。在一家德国媒体的民意调查中，四分之三的受访者表示，马斯克对德国政治发表评论是不合适的。但同一项民调显示，大多数受访者认为马斯克的努力将有助于德国选择党的竞选。</p><p style=\"text-align: justify;\">近日，由于越来越担心马斯克言论对英国的潜在影响，英国政府反极端主义部门已开始对其社交媒体帖文进行监控。</p><p style=\"text-align: justify;\">英国内政部证实，已加强额外监控，以评估社交媒体内容和影响力，特别关注包括马斯克在内的“高调账户”。</p><p style=\"text-align: justify;\">近日，美国企业家马斯克在社交平台发布多条帖文，讨论英国政治，攻击英国首相斯塔默、议员菲利普斯和改革英国党党首奈杰尔·法拉奇等英国政界人士。</p></body></html>\n\n</article>\n</div>\n</body>\n</html>\n","type":0,"thumbnail":"https://static.tigerbbs.com/e49ab90f6352b6ebbb45091ad18b5a2e","relate_stocks":{"TSLA":"特斯拉"},"source_url":"","is_english":false,"share_image_url":"https://static.laohu8.com/e9f99090a1c2ed51c021029395664489","article_id":"1198154453","content_text":"1月13日，特斯拉美股盘前跌3%，欧洲最大养老基金清仓特斯拉股份，因反对马斯克的薪酬方案。日前，欧洲最大的养老基金ABP透露，已在去年第三季度出售了其所持有的特斯拉全部5.71亿欧元股份，部分原因是对马斯克的薪酬方案存在分歧。去年6月份，ABP曾投票反对马斯克价值500多亿美元的薪酬方案，称其“存在争议，而且薪酬过高”。ABP拥有5400亿欧元的投资，折合人民币超4万亿元，是全球最大的养老基金之一。不过，在ABP完成出售之后，特斯拉的股票一路猛涨，最高触及488.54美元/股，较ABP的出售均价翻了一倍。ABP表示，并不后悔此次出售特斯拉的股票。最近10多个交易日，特斯拉股价有所回调，截至上周五收盘，特斯拉股价报394.74美元/股，市值为12671亿美元。1月初，特斯拉公布的数据显示，2024年特斯拉交付的汽车数量少于2023年，这是该公司汽车年交付量十多年来首次同比下滑。巨头清仓特斯拉1月13日消息，欧洲最大的养老基金Stichting Pensioenfonds ABP（简称“ABP”）在去年第三季度出售了其所持有的特斯拉全部 5.71亿欧元（约5.85亿美元）股份，部分原因是对马斯克的薪酬方案存在分歧。ABP的一位发言人1月12日表示，对马斯克的薪酬待遇“我们有意见”。该基金在决定出售其投资时还考虑了成本、回报和负责任投资的要求。去年6月，ABP就曾投票反对马斯克薪酬方案，称其“有争议而且过高”。不过，当时，马斯克的薪酬方案还是获得了特斯拉的股东投票通过。对于此次清仓特斯拉的股票，ABP表示，尽管特斯拉股价自去年9月底以来已经上涨了不少，但对此并不感到后悔。ABP称，“我们是长期投资者”。ABP还表示，这次股票出售与马斯克在美国政治中的角色无关。上个月，马斯克创纪录的特斯拉薪酬方案再次被特拉华州法官驳回。当地时间2024年12月2日，美国特拉华州地方法院法官凯瑟琳·圣约翰·麦考密克决定坚持其2024年1月的裁定，认为特斯拉董事会在2018年批准马斯克的薪酬计划时过于受马斯克的影响，再次驳回了此薪酬计划。据悉，该薪酬计划最初估值为26亿美元，到法官取消时已升至560亿美元（约合人民币4081亿元）。麦考密克的裁决推翻了美国企业高管有史以来最高的薪酬计划，如果上诉失败，这可能会大幅削减马斯克的财富，并对他公司的未来产生影响。据悉，马斯克可以向特拉华州最高法院上诉该决定。在麦考密克去年1月份作出取消该计划的裁决后，马斯克在X平台上抨击了法院，称“永远不要在特拉华州注册你的公司”。随后，特斯拉举行了股东投票，决定在得克萨斯州重新注册，并于去年6月正式将公司注册地迁至该州。去年交付量下滑当地时间1月2日，特斯拉公布的数据显示，该公司2024年全球共交付约179万辆汽车，较2023年下降1.1%。这是特斯拉自2015年以来首次出现年度销量同比下滑，也低于分析师普遍预期的180万辆。不过，特斯拉在中国市场的表现仍然强劲。根据乘联会数据及媒体数据估算，特斯拉去年12月国内销量达8.3万辆，环比增长12.8%，全年销量超65.7万辆，同比增长8.8%，创下历史最高纪录。当前，特斯拉仍然是全球纯电动车销量最高的车企，但差距正被比亚迪进一步拉小。上周，特斯拉在中国推出了备受期待的焕新款Model Y，有两款配置，售价分别为26.35万元和30.35万元。目前，原款Model Y仍有1万元的优惠和五年免息政策，叠加后的价格为23.99万元，比焕新Model Y便宜2.36万元。焕新Model Y最早2025年3月交付。特斯拉副总裁陶琳表示：“能超越Model Y的只有焕新Model Y。”招商证券指出，2024年是特斯拉产品周期低谷，销量同比下滑；2025年Model Y焕新和廉价车上市，标志着产品周期全面走强，引领销量重回增长，尤其廉价车交付将打开下半年及2026年想象空间。不过，随着销量的增长，特斯拉在全球的召回事件也越来越频繁。当地时间1月10日，特斯拉在美国国家公路交通安全管理局网站上发表声明称，该公司在美国召回约23.9万辆电动汽车，原因是部分电动汽车可能存在后视摄像头故障。根据特斯拉发表的声明，后视摄像头发生故障会缩小驾驶员的视野范围，增加车祸风险。此次召回适用于特斯拉2024—2025（车型年份）的Model 3和Model S型汽车，以及2023—2025（车型年份）的Model X和Model Y SUV型汽车。去年12月中旬，特斯拉因轮胎压力监测系统警告灯存在问题，召回了近70万辆汽车。根据美国国家公路交通安全管理局发布的信件，此次召回涉及部分2024年款电动皮卡（Cybertruck）、2017—2025年款Model 3和2020—2025年款Model 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涨却有空间。我配了5%仓位给这个"}],"imageCount":0,"langContent":"CN","totalScore":0}],"hots":[{"id":309145,"gmtCreate":1539884857358,"gmtModify":1704778027880,"author":{"id":"3458550149312537","authorId":"3458550149312537","name":"小耳","avatar":"https://static.tigerbbs.com/0e0e72893ac93161ca521e93ad473479","crmLevel":9,"crmLevelSwitch":1,"followedFlag":false,"authorIdStr":"3458550149312537","idStr":"3458550149312537"},"themes":[],"htmlText":"很多人问我最近的操作，最近空仓！做期权最厌恶的就是不确定性。现在这个市场形式，涨跌太大，短线不确定性太大。因此最好的就是空仓。等到纳指再次企稳稳步上涨时，玩那些确定性高的大蓝筹股的期权。 玩期权的策略就是，市场稳步上升，确定性高的时候，加大杠杆，不怕正股涨的慢，加上高杠杆，收益也很高。 “高确定性 大杠杆”比“低确定性 小杠杆”要好的多。所以搞那些涨跌起伏大，不确定性高的新股不如搞市场环境好时大蓝筹的期权。 $辉瑞(PFE)$ $纳指ETF(QQQ)$ $苹果(AAPL)$ $Netflix, Inc.(NFLX)$ $Facebook(FB)$ $微软(MSFT)$ $Visa(V)$ $万事达(MA)$ $AMD(AMD)$","listText":"很多人问我最近的操作，最近空仓！做期权最厌恶的就是不确定性。现在这个市场形式，涨跌太大，短线不确定性太大。因此最好的就是空仓。等到纳指再次企稳稳步上涨时，玩那些确定性高的大蓝筹股的期权。 玩期权的策略就是，市场稳步上升，确定性高的时候，加大杠杆，不怕正股涨的慢，加上高杠杆，收益也很高。 “高确定性 大杠杆”比“低确定性 小杠杆”要好的多。所以搞那些涨跌起伏大，不确定性高的新股不如搞市场环境好时大蓝筹的期权。 $辉瑞(PFE)$ $纳指ETF(QQQ)$ $苹果(AAPL)$ $Netflix, Inc.(NFLX)$ $Facebook(FB)$ $微软(MSFT)$ $Visa(V)$ $万事达(MA)$ $AMD(AMD)$","text":"很多人问我最近的操作，最近空仓！做期权最厌恶的就是不确定性。现在这个市场形式，涨跌太大，短线不确定性太大。因此最好的就是空仓。等到纳指再次企稳稳步上涨时，玩那些确定性高的大蓝筹股的期权。 玩期权的策略就是，市场稳步上升，确定性高的时候，加大杠杆，不怕正股涨的慢，加上高杠杆，收益也很高。 “高确定性 大杠杆”比“低确定性 小杠杆”要好的多。所以搞那些涨跌起伏大，不确定性高的新股不如搞市场环境好时大蓝筹的期权。 $辉瑞(PFE)$ $纳指ETF(QQQ)$ $苹果(AAPL)$ $Netflix, Inc.(NFLX)$ $Facebook(FB)$ $微软(MSFT)$ $Visa(V)$ $万事达(MA)$ 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附神州租车被做空的K线：","images":[{"img":"https://static.tigerbbs.com/8f58500fcb8dd28f06660ea14fe588fa"}],"top":1,"highlighted":2,"essential":1,"paper":2,"likeSize":2,"commentSize":17,"repostSize":0,"link":"https://laohu8.com/post/206997","isVote":1,"tweetType":1,"viewCount":7053,"authorTweetTopStatus":1,"verified":2,"comments":[{"author":{"id":"249286018811490","authorId":"249286018811490","name":"明火","avatar":"https://static.laohu8.com/default-avatar.jpg","crmLevel":1,"crmLevelSwitch":0,"authorIdStr":"249286018811490","idStr":"249286018811490"},"content":"附件内容看不见啊。。。","text":"附件内容看不见啊。。。","html":"附件内容看不见啊。。。"},{"author":{"id":"3485433515465273","authorId":"3485433515465273","name":"估参扒肥特","avatar":"https://static.laohu8.com/default-avatar.jpg","crmLevel":2,"crmLevelSwitch":0,"authorIdStr":"3485433515465273","idStr":"3485433515465273"},"content":"有这种事？","text":"有这种事？","html":"有这种事？"}],"imageCount":2,"langContent":"CN","totalScore":0},{"id":207093,"gmtCreate":1529585695116,"gmtModify":1704895307263,"author":{"id":"3458550149312537","authorId":"3458550149312537","name":"小耳","avatar":"https://static.tigerbbs.com/0e0e72893ac93161ca521e93ad473479","crmLevel":9,"crmLevelSwitch":1,"followedFlag":false,"authorIdStr":"3458550149312537","idStr":"3458550149312537"},"themes":[],"title":"美国发起了针对好未来虚假交易的集体诉讼…","htmlText":"$好未来(TAL)$昨天刚发的消息……多仓小心。","listText":"$好未来(TAL)$昨天刚发的消息……多仓小心。","text":"$好未来(TAL)$昨天刚发的消息……多仓小心。","images":[{"img":"https://static.tigerbbs.com/28ed917cc54c381c15994548ebe9eee0"}],"top":1,"highlighted":2,"essential":1,"paper":2,"likeSize":1,"commentSize":17,"repostSize":0,"link":"https://laohu8.com/post/207093","isVote":1,"tweetType":1,"viewCount":9110,"authorTweetTopStatus":1,"verified":2,"comments":[{"author":{"id":"249286018811490","authorId":"249286018811490","name":"明火","avatar":"https://static.laohu8.com/default-avatar.jpg","crmLevel":1,"crmLevelSwitch":0,"authorIdStr":"249286018811490","idStr":"249286018811490"},"content":"万一罪名成立，会有什么后果？","text":"万一罪名成立，会有什么后果？","html":"万一罪名成立，会有什么后果？"},{"author":{"id":"52693650069111","authorId":"52693650069111","name":"潜力股","avatar":"https://static.tigerbbs.com/2b412bbf48c121c837ff372956e25ac2","crmLevel":4,"crmLevelSwitch":0,"authorIdStr":"52693650069111","idStr":"52693650069111"},"content":"最差股票腰斩，严重的退市，看看浑水做空过的股票就知道了。","text":"最差股票腰斩，严重的退市，看看浑水做空过的股票就知道了。","html":"最差股票腰斩，严重的退市，看看浑水做空过的股票就知道了。"}],"imageCount":1,"langContent":"CN","totalScore":0},{"id":450595144643400,"gmtCreate":1751034624239,"gmtModify":1751034625403,"author":{"id":"3458550149312537","authorId":"3458550149312537","name":"小耳","avatar":"https://static.tigerbbs.com/0e0e72893ac93161ca521e93ad473479","crmLevel":9,"crmLevelSwitch":1,"followedFlag":false,"authorIdStr":"3458550149312537","idStr":"3458550149312537"},"themes":[],"htmlText":"<a href=\"https://laohu8.com/S/SMCI\">$超微电脑(SMCI)$&nbsp;</a> 英伟达一直涨，超微电脑就会一直涨，他俩深度绑定的。<a href=\"https://laohu8.com/S/NVDA\">$英伟达(NVDA)$&nbsp;</a>&nbsp;","listText":"<a href=\"https://laohu8.com/S/SMCI\">$超微电脑(SMCI)$&nbsp;</a> 英伟达一直涨，超微电脑就会一直涨，他俩深度绑定的。<a href=\"https://laohu8.com/S/NVDA\">$英伟达(NVDA)$&nbsp;</a>&nbsp;","text":"$超微电脑(SMCI)$ 英伟达一直涨，超微电脑就会一直涨，他俩深度绑定的。$英伟达(NVDA)$","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":4,"commentSize":1,"repostSize":0,"link":"https://laohu8.com/post/450595144643400","isVote":1,"tweetType":1,"viewCount":2867,"authorTweetTopStatus":1,"verified":2,"comments":[{"author":{"id":"4197617818862652","authorId":"4197617818862652","name":"梁楚林","avatar":"https://static.tigerbbs.com/cf81da5cbf58b36e6818e92c5816d444","crmLevel":2,"crmLevelSwitch":0,"authorIdStr":"4197617818862652","idStr":"4197617818862652"},"content":"知道为什么吗？因为它们都是半导体板块的，板块上涨它俩就一起涨了","text":"知道为什么吗？因为它们都是半导体板块的，板块上涨它俩就一起涨了","html":"知道为什么吗？因为它们都是半导体板块的，板块上涨它俩就一起涨了"}],"imageCount":0,"langContent":"CN","totalScore":0},{"id":204379,"gmtCreate":1529074130459,"gmtModify":1704894953412,"author":{"id":"3458550149312537","authorId":"3458550149312537","name":"小耳","avatar":"https://static.tigerbbs.com/0e0e72893ac93161ca521e93ad473479","crmLevel":9,"crmLevelSwitch":1,"followedFlag":false,"authorIdStr":"3458550149312537","idStr":"3458550149312537"},"themes":[],"title":"浑水的Part2还没出来 千万不要当接盘","htmlText":"$好未来(TAL)$如题，谁钱多谁就接！！！","listText":"$好未来(TAL)$如题，谁钱多谁就接！！！","text":"$好未来(TAL)$如题，谁钱多谁就接！！！","images":[],"top":1,"highlighted":1,"essential":1,"paper":2,"likeSize":2,"commentSize":10,"repostSize":0,"link":"https://laohu8.com/post/204379","isVote":1,"tweetType":1,"viewCount":5158,"authorTweetTopStatus":1,"verified":2,"comments":[{"author":{"id":"3485433515465273","authorId":"3485433515465273","name":"估参扒肥特","avatar":"https://static.laohu8.com/default-avatar.jpg","crmLevel":2,"crmLevelSwitch":0,"authorIdStr":"3485433515465273","idStr":"3485433515465273"},"content":"出完part2大家就都来买了","text":"出完part2大家就都来买了","html":"出完part2大家就都来买了"},{"author":{"id":"3468685975939296","authorId":"3468685975939296","name":"player","avatar":"https://static.laohu8.com/1d640015c33014f39fb1e5cbb0f705b0","crmLevel":1,"crmLevelSwitch":0,"authorIdStr":"3468685975939296","idStr":"3468685975939296"},"content":"很多人以为中国的教育股是靠教育赚钱的，我只想说，呵呵，这些公司有人外之财。浑水怎样，谁知道呢。但是打着教育的幌子骗钱的，就和摸奇艺一样，靠人外之财拉拢机构做多一样。只不过现在他被别的机构抓住把柄做空了。我只想说：浑水！请做空视频三畸形儿，他们需要打回原形。🙏","text":"很多人以为中国的教育股是靠教育赚钱的，我只想说，呵呵，这些公司有人外之财。浑水怎样，谁知道呢。但是打着教育的幌子骗钱的，就和摸奇艺一样，靠人外之财拉拢机构做多一样。只不过现在他被别的机构抓住把柄做空了。我只想说：浑水！请做空视频三畸形儿，他们需要打回原形。🙏","html":"很多人以为中国的教育股是靠教育赚钱的，我只想说，呵呵，这些公司有人外之财。浑水怎样，谁知道呢。但是打着教育的幌子骗钱的，就和摸奇艺一样，靠人外之财拉拢机构做多一样。只不过现在他被别的机构抓住把柄做空了。我只想说：浑水！请做空视频三畸形儿，他们需要打回原形。🙏"}],"imageCount":0,"langContent":"CN","totalScore":0},{"id":500106444308552,"gmtCreate":1763137332726,"gmtModify":1763137334469,"author":{"id":"3458550149312537","authorId":"3458550149312537","name":"小耳","avatar":"https://static.tigerbbs.com/0e0e72893ac93161ca521e93ad473479","crmLevel":9,"crmLevelSwitch":1,"followedFlag":false,"authorIdStr":"3458550149312537","idStr":"3458550149312537"},"themes":[],"title":"","htmlText":"<a 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