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浪潮上的小舢板
08-22
利好国内智驾公司。
特斯拉官网更新:中国被移出FSD可使用地区
浪潮上的小舢板
08-18
梅花香自苦寒来!小米加油![爱你]
小米Q2单季营收再超千亿,经调净利环比改善,四大业务稳步推进
浪潮上的小舢板
08-15
国内销售过半?!请问有谁买了联想笔记本了?!
浪潮上的小舢板
08-15
都说了是极端情况下,所以这是一次趁机打压抢筹码的行为。
AI融资担忧发酵,博通盘中重挫7%,3700亿潜在风险响警钟
浪潮上的小舢板
08-13
$小米集团-W(01810)$
其实,大家都误会军儿了,为了让大家都能买到即将起飞的小米,给了很大的时间窗口,大家要珍惜。
浪潮上的小舢板
08-11
$纳斯达克(.IXIC)$
跌回25000
浪潮上的小舢板
07-17
地瓜机器人是地平线的全资子公司
兆易创新(03986)宣布与地瓜机器人达成合作 加速具身智能产业规模化发展
浪潮上的小舢板
07-06
我发现支持小米的人大部分是告知人群,这些人懂得如何分辨是非,去寻找真相。而哪些部分青红皂白就抹黑小米的人,大部分都是社会边缘人,低认知的人群,只会起哄,一时口舌之快获得低成本的快感。林子大了,什么鸟都有。
@信仰守望者2022:猫笔刀被围攻了,只因用了小米手机
浪潮上的小舢板
06-05
$地平线机器人-W(09660)$
非常不理解,同样是智能驾驶,佑驾创新、小马智行都在涨,为什么地平线没有涨?有什么时候我们不知道的事情吗?隐瞒了什么?!!
浪潮上的小舢板
06-01
$联想集团(00992)$
讨厌联想!从来没有因为讨厌一个人而讨厌一个品牌!🤮
浪潮上的小舢板
05-26
真的已经很不容易了![胜利]
小米Q1财报:经调整净利润61亿元
浪潮上的小舢板
05-20
$地平线机器人-W(09660)$
大家都来晒一下成本?我先来9.5元[流泪]
浪潮上的小舢板
05-04
这并不能代表什么。
美军称两艘悬挂美国国旗的商船已成功通过霍尔木兹海峡
浪潮上的小舢板
05-01
加油啊!我全部身家都在小米了!
小米汽车2026年4月交付量超过30000台
浪潮上的小舢板
04-02
Replying to
@BenBina
:你过脑了吗?!人家说的是中长期看好!你都没有赚百万美金,好意思来评论吗?![无语]//
@BenBina
:重仓小米,好意思来分享吗?
浪潮上的小舢板
03-24
触底反弹,100元见!更多好消息在路上![开心]
浪潮上的小舢板
02-09
沙发!
特斯拉:Tesla Cybercab将在得州超级工厂开启量产并投入运营
浪潮上的小舢板
01-31
小米的产品或许有瑕疵,这点不能否认。但是放眼历史和全球,任何产品都是一步步起来的,不断修正,不断提升。哪些在网络上肆意抹黑、造谣、夸张的行为,一定会有被肃清、惩戒的一天,从目前大环境来看,已经开始有所行动。我们要对一个产品、一个企业,甚至是一个人要有包容心。所以,我坚信小米会好起来,并且回归到健康发展的轨道上来。
@驮山进海:
$MIU.HK 20260226 35.00 CALL$
让我们拭目以待吧,小米快点好起来
浪潮上的小舢板
2025-12-16
牛逼!我跟!
小米集团:12月16日斥资约2.94亿港元回购720万股B类股份
浪潮上的小舢板
2025-12-08
小米牛逼!支持雷总的实际行动!👏🏻
小米集团:12月8日斥资约2.04亿港元回购股份480万股
去老虎APP查看更多动态
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17:11","market":"sh","language":"zh","title":"特斯拉官网更新:中国被移出FSD可使用地区","url":"https://stock-news.laohu8.com/highlight/detail?id=2661626603","media":"快科技","summary":"快科技8月21日消息,据报道,日前,特斯拉北美官网悄悄更新了FSD全球可用地区清单。该消息一经传出,网络上大量传播特斯拉FSD即将入华、国内车主很快可以使用全自动驾驶功能的相关内容,引发不少车主期待。而随着此次官网名单调整,中国被移出列表,不少车主对此展开猜测,认为FSD短期内难以落地国内,部分原本计划等待该功能落地后购车的用户,也表示需要重新考虑买车计划了。此外,本次仅为特斯拉海外官网对已获批市场的信息更新。","content":"<html><body><p>快科技8月21日消息,据报道,日前,<strong><a href=\"https://laohu8.com/S/TSLA\">特斯拉</a>北美官网悄悄更新了FSD全球可用地区清单。最新名单里,全球仅开放12个地区,中国不在此次公示的可用范围内。</strong></p><p>官网公示的可使用FSD受监控模式的地区包括美国、加拿大、墨西哥、波多黎各、澳大利亚、新西兰、韩国、荷兰、立陶宛、爱沙尼亚、丹麦、比利时。</p><p><img decoding=\"async\" loading=\"lazy\" src=\"https://x0.ifengimg.com/ucms/2026_34/D496FE1DAB8FC013223CF1E1448EA6CAE55D6BDB_size137_w600_h440.png\"/></p><p><strong>而在今年5月,特斯拉在X平台公布的FSD开放名单里,中国是赫然在列的。该消息一经传出,网络上大量传播特斯拉FSD即将入华、国内车主很快可以使用全自动驾驶功能的相关内容,引发不少车主期待。</strong></p><p>而随着此次官网名单调整,中国被移出列表,不少车主对此展开猜测,认为FSD短期内难以落地国内,部分原本计划等待该功能落地后购车的用户,也表示需要重新考虑买车计划了。</p><p><img decoding=\"async\" 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}\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特斯拉官网更新:中国被移出FSD可使用地区\n</h2>\n\n<h4 class=\"meta\">\n\n\n2026-08-21 17:11 北京时间 <a href=https://tech.ifeng.com/c/8vlzSDRszmy><strong>快科技</strong></a>\n\n\n</h4>\n\n</header>\n<article>\n<div>\n<p>快科技8月21日消息,据报道,日前,特斯拉北美官网悄悄更新了FSD全球可用地区清单。最新名单里,全球仅开放12个地区,中国不在此次公示的可用范围内。官网公示的可使用FSD受监控模式的地区包括美国、加拿大、墨西哥、波多黎各、澳大利亚、新西兰、韩国、荷兰、立陶宛、爱沙尼亚、丹麦、比利时。而在今年5月,特斯拉在X平台公布的FSD开放名单里,中国是赫然在列的。该消息一经传出,网络上大量传播特斯拉FSD即将...</p>\n\n<a href=\"https://tech.ifeng.com/c/8vlzSDRszmy\">网页链接</a>\n\n</div>\n\n\n</article>\n</div>\n</body>\n</html>\n","type":0,"thumbnail":"","relate_stocks":{"LU0823414478.USD":"法巴经典能源转换基金","LU0056508442.USD":"贝莱德世界科技基金A2","LU0466842654.USD":"HSBC ISLAMIC GLOBAL EQUITY INDEX \"A\" (USD) ACC","IE00B1XK9C88.USD":"PINEBRIDGE US LARGE CAP RESEARCH ENHANCED \"A\" (USD) ACC","LU0097036916.USD":"贝莱德美国增长A2 USD","LU2403377893.USD":"ALLIANZ SELECT INCOME AND GROWTH \"AM\" (USD) INC","LU0689472784.USD":"安联收益及增长基金Cl AM AT Acc","WANT":"Direxion Daily Consumer Discretionary Bull 3x Shares","BK4604":"机器人概念","IE00B1BXHZ80.USD":"Legg Mason ClearBridge - US Appreciation A Acc USD","BK4527":"明星科技股","LU2250418816.HKD":"BGF WORLD TECHNOLOGY \"A\" (HKD) ACC","SMOG":"VanEck Low Carbon Energy ETF","WATS":"Corgi Battery Energy Storage Systems ETF","LU2602419157.SGD":"HSBC ISLAMIC GLOBAL EQUITY INDEX \"AC\" (SGD) ACC","LU2360107168.USD":"BGF NEXT GENERATION TECHNOLOGY \"A4\" (USD) INC","LU0719512351.SGD":"JPMorgan 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ACC"},"source_url":"https://tech.ifeng.com/c/8vlzSDRszmy","is_english":false,"share_image_url":"https://static.laohu8.com/e9f99090a1c2ed51c021029395664489","article_id":"2661626603","content_text":"快科技8月21日消息,据报道,日前,特斯拉北美官网悄悄更新了FSD全球可用地区清单。最新名单里,全球仅开放12个地区,中国不在此次公示的可用范围内。官网公示的可使用FSD受监控模式的地区包括美国、加拿大、墨西哥、波多黎各、澳大利亚、新西兰、韩国、荷兰、立陶宛、爱沙尼亚、丹麦、比利时。而在今年5月,特斯拉在X平台公布的FSD开放名单里,中国是赫然在列的。该消息一经传出,网络上大量传播特斯拉FSD即将入华、国内车主很快可以使用全自动驾驶功能的相关内容,引发不少车主期待。而随着此次官网名单调整,中国被移出列表,不少车主对此展开猜测,认为FSD短期内难以落地国内,部分原本计划等待该功能落地后购车的用户,也表示需要重新考虑买车计划了。虽然之前的FSDV13版本,曾对国内24款特斯拉车型开放过。但仅为小范围测试,国内也只有五千多位车主体验过。此外,本次仅为特斯拉海外官网对已获批市场的信息更新。FSD若要登陆中国市场,仍需完成国内全部监管审批流程,截至目前,该功能暂无明确的国内上线时间表。","news_type":1,"symbols_score_info":{"WANT":0.6,"TSLZ":0.6,"FDRV":0.6,"07366":0.6,"TSLG":0.6,"TSLT":0.6,"TSLR":0.6,"TSLP":0.6,"TSLY":0.6,"TESC":0.6,"TSLS":0.6,"07766":0.6,"TESL":0.6,"09366":0.6,"TSDD":0.6,"IDRV":0.6,"TSLA":1.95,"TSLI":0.6,"ELOL":0.6,"TSYY":0.6,"LIT":0.6,"TSII":0.6,"09766":0.6,"TEST":0.6,"STSLAmain":0.6,"SMOG":0.6,"WATS":0.6,"TLA":0.6,"TSLQ":0.6,"TSLW":0.6,"TSLL":0.6,"TSLO":0.6,"TSL":0.6,"CRSH":0.6}},"isVote":1,"tweetType":1,"viewCount":115,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"CN","totalScore":0},{"id":598131383575360,"gmtCreate":1787046325082,"gmtModify":1787046327153,"author":{"id":"3464650551454893","authorId":"3464650551454893","name":"浪潮上的小舢板","avatar":"https://static.tigerbbs.com/f4f09f9717274b4d5e1da4831966b3bf","crmLevel":6,"crmLevelSwitch":1,"followedFlag":false,"authorIdStr":"3464650551454893","idStr":"3464650551454893"},"themes":[],"title":"","htmlText":"梅花香自苦寒来!小米加油![爱你] ","listText":"梅花香自苦寒来!小米加油![爱你] ","text":"梅花香自苦寒来!小米加油![爱你]","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":1,"commentSize":0,"repostSize":0,"link":"https://laohu8.com/post/598131383575360","repostId":"1199718908","repostType":2,"repost":{"id":"1199718908","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":1787045210,"share":"https://www.laohunote.com/m/news/1199718908?lang=zh_CN&edition=full","pubTime":"2026-08-18 17:26","market":"hk","language":"zh","title":"小米Q2单季营收再超千亿,经调净利环比改善,四大业务稳步推进","url":"https://stock-news.laohu8.com/highlight/detail?id=1199718908","media":"老虎资讯综合","summary":"小米集团第二季度净利润94.6亿元人民币;第二季度调整后净利润62.2亿元人民币","content":"<html><head></head><body><p style=\"text-align: left;\"> <a href=\"https://laohu8.com/S/01810\">小米集团-W</a>公布截至2026年6月30日止第二季度业绩。期内集团收入1089.22亿元(人民币,下同),同比下降6.1%;毛利216.09亿元,同比跌17.2%;经营利润108.70亿元,同比跌19.1%;期间利润94.63亿元,同比跌20.3%。按非国际财务报告准则计算,经调整净利润为62.19亿元,同比大跌42.6%。</p><p style=\"text-align: left;\">季度收入按季则增长9.9%,经营利润按季升104.6%,经调整净利润按季升2.4%。</p><p class=\"t-img-caption\"><img src=\"https://community-static.tradeup.com/news/3bf15faf04345bd8fa994ca9fa0c72be\" data-align=\"center\" tg-width=\"759\" tg-height=\"552\"/><span></span></p><p style=\"text-align: left;\">小米表示,第二季度面对地缘不确定性、存储等核心器件成本大幅上涨,以及行业竞争激烈等压力,但AI行业持续快速发展,公司将进一步加大底层核心技术投入。</p><p style=\"text-align: left;\">分部方面,「手机×AIoT」收入840.26亿元,同比下降11.3%,占集团总收入77.1%;智能电动汽车及AI等创新业务收入248.96亿元,同比增长17.1%,占比升至22.9%。</p><p style=\"text-align: left;\">智能手机业务受存储成本上升及全球市场疲弱影响,第二季度全球出货量为3120万部,智能手机收入421亿元,毛利率8.5%。不过,小米持续推进高端化,智能手机平均售价同比升25.9%至1351元,创历史新高。</p><p style=\"text-align: left;\">AIoT业务方面,截至6月底,小米AIoT平台已连接的设备数量达11.61亿台,同比增长17.4%;全球月活跃用户达7.665亿,同比增长4.8%,均创历史新高。互联网服务收入90亿元,毛利率达76.8%,其中广告业务收入72亿元,同比增长4.8%。</p><p style=\"text-align: left;\">电动车及AI等创新业务成为业绩亮点。第二季度新车交付量达104199辆,同比增长28.2%,相关业务收入249亿元,同比增长17.1%,但分部仍录得26亿元经营亏损。</p><p style=\"text-align: left;\">截至8月17日,小米SU7系列累计交付量已突破50万辆。公司预计于9月推出小米澎湃N90Max及N70Max两款增程SUV,预售价分别为29.99万元及25.99万元。</p><p style=\"text-align: left;\">研发投入方面,小米第二季度研发开支92亿元,同比增长18.9%。截至6月底,研发人员占比达47.2%,全球专利数量超过4.7万件。</p><p style=\"text-align: left;\">此外,小米持续回购股份。公司于今年5月26日采纳新股份回购计划,回购总金额上限为200亿港元。截至8月13日,今年累计回购约117亿港元,涉及约3.775亿股,回购金额已超过2025年全年。</p><p style=\"text-align: left;\">整体来看,小米第二季度业绩受手机业务及核心器件成本上升拖累,盈利能力明显承压,但电动车、AI及IoT业务仍保持增长。其中,电动车业务交付量持续创下新高,加上AI及核心技术投入增加,正逐步成为推动小米未来增长的重要支柱。</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>小米Q2单季营收再超千亿,经调净利环比改善,四大业务稳步推进</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小米Q2单季营收再超千亿,经调净利环比改善,四大业务稳步推进\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\">2026-08-18 17:26</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;\"> <a href=\"https://laohu8.com/S/01810\">小米集团-W</a>公布截至2026年6月30日止第二季度业绩。期内集团收入1089.22亿元(人民币,下同),同比下降6.1%;毛利216.09亿元,同比跌17.2%;经营利润108.70亿元,同比跌19.1%;期间利润94.63亿元,同比跌20.3%。按非国际财务报告准则计算,经调整净利润为62.19亿元,同比大跌42.6%。</p><p style=\"text-align: left;\">季度收入按季则增长9.9%,经营利润按季升104.6%,经调整净利润按季升2.4%。</p><p class=\"t-img-caption\"><img src=\"https://community-static.tradeup.com/news/3bf15faf04345bd8fa994ca9fa0c72be\" data-align=\"center\" tg-width=\"759\" tg-height=\"552\"/><span></span></p><p style=\"text-align: left;\">小米表示,第二季度面对地缘不确定性、存储等核心器件成本大幅上涨,以及行业竞争激烈等压力,但AI行业持续快速发展,公司将进一步加大底层核心技术投入。</p><p style=\"text-align: left;\">分部方面,「手机×AIoT」收入840.26亿元,同比下降11.3%,占集团总收入77.1%;智能电动汽车及AI等创新业务收入248.96亿元,同比增长17.1%,占比升至22.9%。</p><p style=\"text-align: left;\">智能手机业务受存储成本上升及全球市场疲弱影响,第二季度全球出货量为3120万部,智能手机收入421亿元,毛利率8.5%。不过,小米持续推进高端化,智能手机平均售价同比升25.9%至1351元,创历史新高。</p><p style=\"text-align: left;\">AIoT业务方面,截至6月底,小米AIoT平台已连接的设备数量达11.61亿台,同比增长17.4%;全球月活跃用户达7.665亿,同比增长4.8%,均创历史新高。互联网服务收入90亿元,毛利率达76.8%,其中广告业务收入72亿元,同比增长4.8%。</p><p style=\"text-align: left;\">电动车及AI等创新业务成为业绩亮点。第二季度新车交付量达104199辆,同比增长28.2%,相关业务收入249亿元,同比增长17.1%,但分部仍录得26亿元经营亏损。</p><p style=\"text-align: left;\">截至8月17日,小米SU7系列累计交付量已突破50万辆。公司预计于9月推出小米澎湃N90Max及N70Max两款增程SUV,预售价分别为29.99万元及25.99万元。</p><p style=\"text-align: left;\">研发投入方面,小米第二季度研发开支92亿元,同比增长18.9%。截至6月底,研发人员占比达47.2%,全球专利数量超过4.7万件。</p><p style=\"text-align: left;\">此外,小米持续回购股份。公司于今年5月26日采纳新股份回购计划,回购总金额上限为200亿港元。截至8月13日,今年累计回购约117亿港元,涉及约3.775亿股,回购金额已超过2025年全年。</p><p style=\"text-align: left;\">整体来看,小米第二季度业绩受手机业务及核心器件成本上升拖累,盈利能力明显承压,但电动车、AI及IoT业务仍保持增长。其中,电动车业务交付量持续创下新高,加上AI及核心技术投入增加,正逐步成为推动小米未来增长的重要支柱。</p></body></html>\n\n</article>\n</div>\n</body>\n</html>\n","type":0,"thumbnail":"https://static.tigerbbs.com/5780c7a5535cf00e4a784fadddba1aaf","relate_stocks":{"01810":"小米集团-W"},"source_url":"","is_english":false,"share_image_url":"https://static.laohu8.com/e9f99090a1c2ed51c021029395664489","article_id":"1199718908","content_text":"小米集团-W公布截至2026年6月30日止第二季度业绩。期内集团收入1089.22亿元(人民币,下同),同比下降6.1%;毛利216.09亿元,同比跌17.2%;经营利润108.70亿元,同比跌19.1%;期间利润94.63亿元,同比跌20.3%。按非国际财务报告准则计算,经调整净利润为62.19亿元,同比大跌42.6%。季度收入按季则增长9.9%,经营利润按季升104.6%,经调整净利润按季升2.4%。小米表示,第二季度面对地缘不确定性、存储等核心器件成本大幅上涨,以及行业竞争激烈等压力,但AI行业持续快速发展,公司将进一步加大底层核心技术投入。分部方面,「手机×AIoT」收入840.26亿元,同比下降11.3%,占集团总收入77.1%;智能电动汽车及AI等创新业务收入248.96亿元,同比增长17.1%,占比升至22.9%。智能手机业务受存储成本上升及全球市场疲弱影响,第二季度全球出货量为3120万部,智能手机收入421亿元,毛利率8.5%。不过,小米持续推进高端化,智能手机平均售价同比升25.9%至1351元,创历史新高。AIoT业务方面,截至6月底,小米AIoT平台已连接的设备数量达11.61亿台,同比增长17.4%;全球月活跃用户达7.665亿,同比增长4.8%,均创历史新高。互联网服务收入90亿元,毛利率达76.8%,其中广告业务收入72亿元,同比增长4.8%。电动车及AI等创新业务成为业绩亮点。第二季度新车交付量达104199辆,同比增长28.2%,相关业务收入249亿元,同比增长17.1%,但分部仍录得26亿元经营亏损。截至8月17日,小米SU7系列累计交付量已突破50万辆。公司预计于9月推出小米澎湃N90Max及N70Max两款增程SUV,预售价分别为29.99万元及25.99万元。研发投入方面,小米第二季度研发开支92亿元,同比增长18.9%。截至6月底,研发人员占比达47.2%,全球专利数量超过4.7万件。此外,小米持续回购股份。公司于今年5月26日采纳新股份回购计划,回购总金额上限为200亿港元。截至8月13日,今年累计回购约117亿港元,涉及约3.775亿股,回购金额已超过2025年全年。整体来看,小米第二季度业绩受手机业务及核心器件成本上升拖累,盈利能力明显承压,但电动车、AI及IoT业务仍保持增长。其中,电动车业务交付量持续创下新高,加上AI及核心技术投入增加,正逐步成为推动小米未来增长的重要支柱。","news_type":1,"symbols_score_info":{"01810":2.1}},"isVote":1,"tweetType":1,"viewCount":485,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"CN","totalScore":0},{"id":597105652045272,"gmtCreate":1786795976658,"gmtModify":1786796631914,"author":{"id":"3464650551454893","authorId":"3464650551454893","name":"浪潮上的小舢板","avatar":"https://static.tigerbbs.com/f4f09f9717274b4d5e1da4831966b3bf","crmLevel":6,"crmLevelSwitch":1,"followedFlag":false,"authorIdStr":"3464650551454893","idStr":"3464650551454893"},"themes":[],"title":"","htmlText":"国内销售过半?!请问有谁买了联想笔记本了?!","listText":"国内销售过半?!请问有谁买了联想笔记本了?!","text":"国内销售过半?!请问有谁买了联想笔记本了?!","images":[{"img":"https://static.tigerbbs.com/3ff265c35666388837190e58eb789bcf","width":"780","height":"1359"}],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":1,"commentSize":1,"repostSize":0,"link":"https://laohu8.com/post/597105652045272","isVote":1,"tweetType":1,"viewCount":396,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":1,"langContent":"CN","totalScore":0},{"id":596955766432568,"gmtCreate":1786759308800,"gmtModify":1786763423407,"author":{"id":"3464650551454893","authorId":"3464650551454893","name":"浪潮上的小舢板","avatar":"https://static.tigerbbs.com/f4f09f9717274b4d5e1da4831966b3bf","crmLevel":6,"crmLevelSwitch":1,"followedFlag":false,"authorIdStr":"3464650551454893","idStr":"3464650551454893"},"themes":[],"title":"","htmlText":"都说了是极端情况下,所以这是一次趁机打压抢筹码的行为。","listText":"都说了是极端情况下,所以这是一次趁机打压抢筹码的行为。","text":"都说了是极端情况下,所以这是一次趁机打压抢筹码的行为。","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":2,"commentSize":0,"repostSize":0,"link":"https://laohu8.com/post/596955766432568","repostId":"2659842124","repostType":2,"repost":{"id":"2659842124","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":1786742505,"share":"https://www.laohunote.com/m/news/2659842124?lang=zh_CN&edition=full","pubTime":"2026-08-15 05:21","market":"nz","language":"zh","title":"AI融资担忧发酵,博通盘中重挫7%,3700亿潜在风险响警钟","url":"https://stock-news.laohu8.com/highlight/detail?id=2659842124","media":"华尔街见闻","summary":"AI芯片融资模式正在从“利好需求”转向“信用风险”叙事,$英伟达$劲敌$博通$遭遇明显抛压。8月14日周五,$博通$股价低开低走,午盘刷新日低时,日内跌约7%,收盘跌逾5.9%。此次抛售并非源于博通最新业绩突然恶化,而更多反映市场对其AI增长模式的重新定价。更值得注意的是,就在博通承压之际,英伟达也在推动规模更大的AI融资平台。","content":"<html><head></head><body><p>AI芯片融资模式正在从“利好需求”转向“信用风险”叙事,<a href=\"https://laohu8.com/S/NVDA\">英伟达</a>劲敌<a href=\"https://laohu8.com/S/AVGO\">博通</a>遭遇明显抛压。</p>\n<p>8月14日周五,<a href=\"https://laohu8.com/S/600455\">博通</a>(AVGO)股价低开低走,午盘刷新日低时,日内跌约7%,收盘跌逾5.9%。媒体指出,投资者正重新审视AI基础设施融资快速扩张所带来的信用风险,博通此前推出的AI XPV融资平台成为市场关注焦点。</p>\n<p><img src=\"https://static.tigerbbs.com/930fd3325fa2445aa798088a6d809a58\"/></p>\n<p>此次抛售并非源于博通最新业绩突然恶化,而更多反映市场对其AI增长模式的重新定价。核心担忧在于:博通正在通过与Apollo、<a href=\"https://laohu8.com/S/BX\">黑石</a>等机构合作,将昂贵的AI芯片及计算基础设施与私人信贷结合起来,以融资方式加速客户采购;随着平台规模扩大,芯片残值、客户偿债能力以及博通潜在担保责任,都可能成为新的信用风险来源。</p>\n<p>更值得注意的是,就在博通承压之际,英伟达也在推动规模更大的AI融资平台。英伟达日前传出与Apollo、黑石、<a href=\"https://laohu8.com/S/BLK\">贝莱德</a>、<a href=\"https://laohu8.com/S/GS\">高盛</a>等六家华尔街巨头合作,计划通过计算融资平台调动超过5000亿美元第三方资本。</p>\n<p>评论认为,该模式折射出AI基础设施建设对外部融资的依赖正在迅速上升,也令市场开始追问:如果AI算力需求需要越来越多的债务融资来维持,那么这轮AI资本开支繁荣究竟有多少是由真实现金流驱动,又有多少依赖金融杠杆?</p>\n<h2>博通AI融资平台:从35亿美元级交易走向20GW算力</h2>\n<p>博通的AI XPV Platform于今年6月正式推出,由博通与Apollo、黑石合作建立,初始资本方案规模达到350亿美元,目标是到2028年支持超过20GW的AI计算容量。</p>\n<p>首笔交易主要服务于Anthropic超过1GW的算力扩张计划,采用博通定制XPU芯片及网络解决方案。Apollo当时称,该笔交易是其参与的规模最大的私人融资之一。</p>\n<p>这一模式的关键,是将原本需要AI公司、云计算公司直接承担的大笔资本开支,转化为由私人信贷市场提供资金的基础设施融资。</p>\n<p>对于博通而言,好处显而易见:客户可以降低前期资本支出压力,博通则可以借助金融机构扩大XPU部署规模,从而进一步放大AI芯片收入。</p>\n<p>但问题也恰恰出在这里。</p>\n<p>如果AI芯片本身成为融资交易的重要抵押品,那么芯片未来的残值就会直接影响融资安全。与成熟的服务器、飞机等资产不同,定制AI XPU缺乏成熟的二级市场,一旦客户违约,相关芯片能否快速找到其他买家、能以什么价格处置,都存在较大不确定性。</p>\n<p>美国银行分析师Tom Curcuruto指出,XPV平台目前的承租人集中度也较高,首笔交易主要依赖Anthropic,虽然OpenAI可能成为未来客户,但其他承租人尚未明确。</p>\n<h2>美国银行下调博通信用评级:真正的担忧不是当下,而是平台扩张</h2>\n<p>市场对XPV平台的担忧,在本周已经开始集中体现。</p>\n<p>美国银行本周一将博通的发行人及债券评级从Overweight下调至Marketweight,理由正是XPV平台扩张带来的信用风险不确定性。</p>\n<p>美银指出,自6月初以来,博通债券相对于同评级半导体公司的利差已经扩大约20至30个基点。目前博通2036年到期、票息4.95%的债券利差约为105个基点,2056年到期、票息5.7%的债券利差约为118个基点,较<a href=\"https://laohu8.com/S/TXN\">德州仪器</a>、<a href=\"https://laohu8.com/S/QCOM\">高通</a>等非AI半导体公司高出约30至45个基点。</p>\n<p>值得注意的是,美国银行并非转而看空博通的基本面。相反,该行同时将博通2026财年收入和EBITDA预测分别上调10%和13%。</p>\n<p>这意味着,市场当前交易的并不是“博通AI业务失速”,而是另一层风险:<strong>AI业务越强、融资平台扩张越快,潜在信用敞口反而可能越大</strong>。</p>\n<p>美银认为,XPV平台的风险主要来自两个方面:一是XPU缺乏成熟的二级市场,未来残值难以判断;二是客户集中度较高。如果投资者开始将XPV风险部分计入博通母公司的信用风险,甚至通过购买博通CDS进行对冲,可能进一步推高其融资成本。</p>\n<h2>3700亿美元是什么概念?极端情景下的担保敞口</h2>\n<p>真正让市场警觉的,是美国银行对XPV未来规模的压力测试。</p>\n<p>博通并不是直接向客户提供全部融资,而是通过剩余价值担保(RVG)等安排,为相关债务提供支持。对于首期350亿美元的XPU资产,博通此前披露,在100%违约且抵押品完全没有回收价值的极端假设下,相关高级债务的最大损失敞口为290亿美元。</p>\n<p>美国银行在更严格的压力测试中假设芯片价格每年下降20%,并在违约时再遭遇25%的价格冲击。结果显示,首笔交易的峰值RVG敞口约为260亿美元,但对应的最大实际损失约为29亿美元。</p>\n<p>真正引发关注的是扩张情景。</p>\n<p>如果XPV最终按照每季度增加2GW的速度扩张至20GW,美国银行估算,到2029年年中,博通的<strong>最大RVG敞口可能达到3700亿美元</strong>;在100%违约的极端情况下,对应最大损失约420亿美元。如果违约率为25%,潜在损失约105亿美元。</p>\n<p>需要强调的是,<strong>3700亿美元并不意味着博通已经背负了3700亿美元债务,也不是美国银行预测的实际损失</strong>,而是按照XPV扩张至20GW后的极端压力情景计算出的最大担保敞口。美国银行明确指出,100%违约属于极端且不现实的假设。</p>\n<p>而且,即便在这一极端情景下,美国银行预计博通2027年扣除股息后的自由现金流仍可达到约850亿美元,具备相当强的损失吸收能力;该行认为,XPV单独并不足以动摇博通的信用基础。</p>\n<p>因此,当前市场更担心的并非“博通马上出现偿债危机”,而是随着XPV不断扩张,原本属于客户和金融机构的部分风险,是否会通过担保、信用利差以及投资者风险溢价,逐渐传导至博通自身。</p>\n<h2>英伟达“5000亿美元融资计划”进一步暴露问题</h2>\n<p>博通股价周五的下跌,还发生在整个AI融资模式受到市场重新审视之际。</p>\n<p>据本周一报道,英伟达与Apollo、黑石、高盛、KKR等华尔街机构合作推出“计算融资平台”,目标是为AI基础设施调动超过5000亿美元第三方资本。英伟达CEO黄仁勋次日表示,公司可选择为部分交易提供最高1250亿美元的支持,相当于潜在交易规模的25%。</p>\n<p>媒体指出,这一融资模式背后存在一个越来越明显的现实:不少AI客户虽然需要大量算力,却未必拥有足以独立承担数据中心和芯片采购成本的资产负债表。</p>\n<p>因此,华尔街正在成为连接AI芯片供应商与AI基础设施需求方的重要资金来源。</p>\n<p>从产业逻辑看,这可能进一步释放AI芯片需求;但从金融市场角度看,它也意味着AI繁荣开始越来越多地依赖私人信贷、资产证券化和担保结构。</p>\n<p>路透本周五援引美国银行的数据称,到2029年年中,博通的芯片融资项目可能形成约3700亿美元高级债务,为20GW算力提供资金,其中单是2027年就可能新增约1500亿美元债务。</p>\n<p>这也解释了为何市场开始把博通与英伟达的融资计划放在一起审视:<strong>AI基础设施正在从“芯片销售故事”,逐渐演变成“芯片+数据中心+私人信贷”的金融化故事。</strong></p>\n<h2>AI资本开支的下一道考题:谁来承担风险?</h2>\n<p>过去两年,AI产业链投资者关注的核心问题是“需求是否足够强”;如今,随着单个AI基础设施项目的投资规模动辄达到<a href=\"https://laohu8.com/S/SBAY\">数百亿</a>美元,市场开始提出另一个问题:</p>\n<p><strong>这些投资最终由谁来买单?</strong></p>\n<p>如果由<a href=\"https://laohu8.com/S/MSFT\">微软</a>、<a href=\"https://laohu8.com/S/GOOG\">谷歌</a>、<a href=\"https://laohu8.com/S/META\">Meta</a>、<a href=\"https://laohu8.com/S/AMZN\">亚马逊</a>等超大规模云厂商直接承担,风险主要体现为资本开支、折旧和自由现金流压力;如果由AI初创公司承担,则问题转化为商业模式和融资能力;而当越来越多项目由私人信贷市场提供资金、并由芯片厂商通过担保机制支持时,风险便开始进入信用市场。</p>\n<p>博通此次股价下跌,正是这种变化的一个缩影。</p>\n<p>短期来看,博通AI芯片业务仍然处于高速增长轨道,且美国银行并未否定其经营基本面;但资本市场开始意识到,<strong>如果未来AI算力需求需要依靠越来越庞大的融资平台才能持续,那么AI产业链的估值逻辑也必须同时考虑资产残值、客户违约率、债务成本以及供应商担保责任。</strong></p>\n<p>对于已经处于高估值区间的AI芯片股而言,这种从“增长风险”向“信用风险”的叙事切换,往往足以带来剧烈的股价波动。</p>\n<p>周五博通股价重挫,反映的或许正是这种风险溢价正在快速重新定价。</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>AI融资担忧发酵,博通盘中重挫7%,3700亿潜在风险响警钟</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{ 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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\">\nAI融资担忧发酵,博通盘中重挫7%,3700亿潜在风险响警钟\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\">2026-08-15 05:21</p>\n</div>\n\n</a>\n\n\n</h4>\n\n</header>\n<article>\n<html><head></head><body><p>AI芯片融资模式正在从“利好需求”转向“信用风险”叙事,<a href=\"https://laohu8.com/S/NVDA\">英伟达</a>劲敌<a href=\"https://laohu8.com/S/AVGO\">博通</a>遭遇明显抛压。</p>\n<p>8月14日周五,<a href=\"https://laohu8.com/S/600455\">博通</a>(AVGO)股价低开低走,午盘刷新日低时,日内跌约7%,收盘跌逾5.9%。媒体指出,投资者正重新审视AI基础设施融资快速扩张所带来的信用风险,博通此前推出的AI XPV融资平台成为市场关注焦点。</p>\n<p><img src=\"https://static.tigerbbs.com/930fd3325fa2445aa798088a6d809a58\"/></p>\n<p>此次抛售并非源于博通最新业绩突然恶化,而更多反映市场对其AI增长模式的重新定价。核心担忧在于:博通正在通过与Apollo、<a href=\"https://laohu8.com/S/BX\">黑石</a>等机构合作,将昂贵的AI芯片及计算基础设施与私人信贷结合起来,以融资方式加速客户采购;随着平台规模扩大,芯片残值、客户偿债能力以及博通潜在担保责任,都可能成为新的信用风险来源。</p>\n<p>更值得注意的是,就在博通承压之际,英伟达也在推动规模更大的AI融资平台。英伟达日前传出与Apollo、黑石、<a href=\"https://laohu8.com/S/BLK\">贝莱德</a>、<a href=\"https://laohu8.com/S/GS\">高盛</a>等六家华尔街巨头合作,计划通过计算融资平台调动超过5000亿美元第三方资本。</p>\n<p>评论认为,该模式折射出AI基础设施建设对外部融资的依赖正在迅速上升,也令市场开始追问:如果AI算力需求需要越来越多的债务融资来维持,那么这轮AI资本开支繁荣究竟有多少是由真实现金流驱动,又有多少依赖金融杠杆?</p>\n<h2>博通AI融资平台:从35亿美元级交易走向20GW算力</h2>\n<p>博通的AI XPV Platform于今年6月正式推出,由博通与Apollo、黑石合作建立,初始资本方案规模达到350亿美元,目标是到2028年支持超过20GW的AI计算容量。</p>\n<p>首笔交易主要服务于Anthropic超过1GW的算力扩张计划,采用博通定制XPU芯片及网络解决方案。Apollo当时称,该笔交易是其参与的规模最大的私人融资之一。</p>\n<p>这一模式的关键,是将原本需要AI公司、云计算公司直接承担的大笔资本开支,转化为由私人信贷市场提供资金的基础设施融资。</p>\n<p>对于博通而言,好处显而易见:客户可以降低前期资本支出压力,博通则可以借助金融机构扩大XPU部署规模,从而进一步放大AI芯片收入。</p>\n<p>但问题也恰恰出在这里。</p>\n<p>如果AI芯片本身成为融资交易的重要抵押品,那么芯片未来的残值就会直接影响融资安全。与成熟的服务器、飞机等资产不同,定制AI XPU缺乏成熟的二级市场,一旦客户违约,相关芯片能否快速找到其他买家、能以什么价格处置,都存在较大不确定性。</p>\n<p>美国银行分析师Tom Curcuruto指出,XPV平台目前的承租人集中度也较高,首笔交易主要依赖Anthropic,虽然OpenAI可能成为未来客户,但其他承租人尚未明确。</p>\n<h2>美国银行下调博通信用评级:真正的担忧不是当下,而是平台扩张</h2>\n<p>市场对XPV平台的担忧,在本周已经开始集中体现。</p>\n<p>美国银行本周一将博通的发行人及债券评级从Overweight下调至Marketweight,理由正是XPV平台扩张带来的信用风险不确定性。</p>\n<p>美银指出,自6月初以来,博通债券相对于同评级半导体公司的利差已经扩大约20至30个基点。目前博通2036年到期、票息4.95%的债券利差约为105个基点,2056年到期、票息5.7%的债券利差约为118个基点,较<a href=\"https://laohu8.com/S/TXN\">德州仪器</a>、<a href=\"https://laohu8.com/S/QCOM\">高通</a>等非AI半导体公司高出约30至45个基点。</p>\n<p>值得注意的是,美国银行并非转而看空博通的基本面。相反,该行同时将博通2026财年收入和EBITDA预测分别上调10%和13%。</p>\n<p>这意味着,市场当前交易的并不是“博通AI业务失速”,而是另一层风险:<strong>AI业务越强、融资平台扩张越快,潜在信用敞口反而可能越大</strong>。</p>\n<p>美银认为,XPV平台的风险主要来自两个方面:一是XPU缺乏成熟的二级市场,未来残值难以判断;二是客户集中度较高。如果投资者开始将XPV风险部分计入博通母公司的信用风险,甚至通过购买博通CDS进行对冲,可能进一步推高其融资成本。</p>\n<h2>3700亿美元是什么概念?极端情景下的担保敞口</h2>\n<p>真正让市场警觉的,是美国银行对XPV未来规模的压力测试。</p>\n<p>博通并不是直接向客户提供全部融资,而是通过剩余价值担保(RVG)等安排,为相关债务提供支持。对于首期350亿美元的XPU资产,博通此前披露,在100%违约且抵押品完全没有回收价值的极端假设下,相关高级债务的最大损失敞口为290亿美元。</p>\n<p>美国银行在更严格的压力测试中假设芯片价格每年下降20%,并在违约时再遭遇25%的价格冲击。结果显示,首笔交易的峰值RVG敞口约为260亿美元,但对应的最大实际损失约为29亿美元。</p>\n<p>真正引发关注的是扩张情景。</p>\n<p>如果XPV最终按照每季度增加2GW的速度扩张至20GW,美国银行估算,到2029年年中,博通的<strong>最大RVG敞口可能达到3700亿美元</strong>;在100%违约的极端情况下,对应最大损失约420亿美元。如果违约率为25%,潜在损失约105亿美元。</p>\n<p>需要强调的是,<strong>3700亿美元并不意味着博通已经背负了3700亿美元债务,也不是美国银行预测的实际损失</strong>,而是按照XPV扩张至20GW后的极端压力情景计算出的最大担保敞口。美国银行明确指出,100%违约属于极端且不现实的假设。</p>\n<p>而且,即便在这一极端情景下,美国银行预计博通2027年扣除股息后的自由现金流仍可达到约850亿美元,具备相当强的损失吸收能力;该行认为,XPV单独并不足以动摇博通的信用基础。</p>\n<p>因此,当前市场更担心的并非“博通马上出现偿债危机”,而是随着XPV不断扩张,原本属于客户和金融机构的部分风险,是否会通过担保、信用利差以及投资者风险溢价,逐渐传导至博通自身。</p>\n<h2>英伟达“5000亿美元融资计划”进一步暴露问题</h2>\n<p>博通股价周五的下跌,还发生在整个AI融资模式受到市场重新审视之际。</p>\n<p>据本周一报道,英伟达与Apollo、黑石、高盛、KKR等华尔街机构合作推出“计算融资平台”,目标是为AI基础设施调动超过5000亿美元第三方资本。英伟达CEO黄仁勋次日表示,公司可选择为部分交易提供最高1250亿美元的支持,相当于潜在交易规模的25%。</p>\n<p>媒体指出,这一融资模式背后存在一个越来越明显的现实:不少AI客户虽然需要大量算力,却未必拥有足以独立承担数据中心和芯片采购成本的资产负债表。</p>\n<p>因此,华尔街正在成为连接AI芯片供应商与AI基础设施需求方的重要资金来源。</p>\n<p>从产业逻辑看,这可能进一步释放AI芯片需求;但从金融市场角度看,它也意味着AI繁荣开始越来越多地依赖私人信贷、资产证券化和担保结构。</p>\n<p>路透本周五援引美国银行的数据称,到2029年年中,博通的芯片融资项目可能形成约3700亿美元高级债务,为20GW算力提供资金,其中单是2027年就可能新增约1500亿美元债务。</p>\n<p>这也解释了为何市场开始把博通与英伟达的融资计划放在一起审视:<strong>AI基础设施正在从“芯片销售故事”,逐渐演变成“芯片+数据中心+私人信贷”的金融化故事。</strong></p>\n<h2>AI资本开支的下一道考题:谁来承担风险?</h2>\n<p>过去两年,AI产业链投资者关注的核心问题是“需求是否足够强”;如今,随着单个AI基础设施项目的投资规模动辄达到<a href=\"https://laohu8.com/S/SBAY\">数百亿</a>美元,市场开始提出另一个问题:</p>\n<p><strong>这些投资最终由谁来买单?</strong></p>\n<p>如果由<a href=\"https://laohu8.com/S/MSFT\">微软</a>、<a href=\"https://laohu8.com/S/GOOG\">谷歌</a>、<a href=\"https://laohu8.com/S/META\">Meta</a>、<a href=\"https://laohu8.com/S/AMZN\">亚马逊</a>等超大规模云厂商直接承担,风险主要体现为资本开支、折旧和自由现金流压力;如果由AI初创公司承担,则问题转化为商业模式和融资能力;而当越来越多项目由私人信贷市场提供资金、并由芯片厂商通过担保机制支持时,风险便开始进入信用市场。</p>\n<p>博通此次股价下跌,正是这种变化的一个缩影。</p>\n<p>短期来看,博通AI芯片业务仍然处于高速增长轨道,且美国银行并未否定其经营基本面;但资本市场开始意识到,<strong>如果未来AI算力需求需要依靠越来越庞大的融资平台才能持续,那么AI产业链的估值逻辑也必须同时考虑资产残值、客户违约率、债务成本以及供应商担保责任。</strong></p>\n<p>对于已经处于高估值区间的AI芯片股而言,这种从“增长风险”向“信用风险”的叙事切换,往往足以带来剧烈的股价波动。</p>\n<p>周五博通股价重挫,反映的或许正是这种风险溢价正在快速重新定价。</p></body></html>\n\n</article>\n</div>\n</body>\n</html>\n","type":0,"thumbnail":"https://static.tigerbbs.com/a6c7e1f1414a3ac67796f55e8be77571","relate_stocks":{"LU0979878070.USD":"FULLERTON LUX FUNDS - ASIA ABSOLUTE ALPHA \"A\" (USD) ACC","LU2237443622.USD":"Aberdeen Standard SICAV I - Global Dynamic Dividend 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XPV融资平台成为市场关注焦点。\n\n此次抛售并非源于博通最新业绩突然恶化,而更多反映市场对其AI增长模式的重新定价。核心担忧在于:博通正在通过与Apollo、黑石等机构合作,将昂贵的AI芯片及计算基础设施与私人信贷结合起来,以融资方式加速客户采购;随着平台规模扩大,芯片残值、客户偿债能力以及博通潜在担保责任,都可能成为新的信用风险来源。\n更值得注意的是,就在博通承压之际,英伟达也在推动规模更大的AI融资平台。英伟达日前传出与Apollo、黑石、贝莱德、高盛等六家华尔街巨头合作,计划通过计算融资平台调动超过5000亿美元第三方资本。\n评论认为,该模式折射出AI基础设施建设对外部融资的依赖正在迅速上升,也令市场开始追问:如果AI算力需求需要越来越多的债务融资来维持,那么这轮AI资本开支繁荣究竟有多少是由真实现金流驱动,又有多少依赖金融杠杆?\n博通AI融资平台:从35亿美元级交易走向20GW算力\n博通的AI XPV Platform于今年6月正式推出,由博通与Apollo、黑石合作建立,初始资本方案规模达到350亿美元,目标是到2028年支持超过20GW的AI计算容量。\n首笔交易主要服务于Anthropic超过1GW的算力扩张计划,采用博通定制XPU芯片及网络解决方案。Apollo当时称,该笔交易是其参与的规模最大的私人融资之一。\n这一模式的关键,是将原本需要AI公司、云计算公司直接承担的大笔资本开支,转化为由私人信贷市场提供资金的基础设施融资。\n对于博通而言,好处显而易见:客户可以降低前期资本支出压力,博通则可以借助金融机构扩大XPU部署规模,从而进一步放大AI芯片收入。\n但问题也恰恰出在这里。\n如果AI芯片本身成为融资交易的重要抵押品,那么芯片未来的残值就会直接影响融资安全。与成熟的服务器、飞机等资产不同,定制AI XPU缺乏成熟的二级市场,一旦客户违约,相关芯片能否快速找到其他买家、能以什么价格处置,都存在较大不确定性。\n美国银行分析师Tom Curcuruto指出,XPV平台目前的承租人集中度也较高,首笔交易主要依赖Anthropic,虽然OpenAI可能成为未来客户,但其他承租人尚未明确。\n美国银行下调博通信用评级:真正的担忧不是当下,而是平台扩张\n市场对XPV平台的担忧,在本周已经开始集中体现。\n美国银行本周一将博通的发行人及债券评级从Overweight下调至Marketweight,理由正是XPV平台扩张带来的信用风险不确定性。\n美银指出,自6月初以来,博通债券相对于同评级半导体公司的利差已经扩大约20至30个基点。目前博通2036年到期、票息4.95%的债券利差约为105个基点,2056年到期、票息5.7%的债券利差约为118个基点,较德州仪器、高通等非AI半导体公司高出约30至45个基点。\n值得注意的是,美国银行并非转而看空博通的基本面。相反,该行同时将博通2026财年收入和EBITDA预测分别上调10%和13%。\n这意味着,市场当前交易的并不是“博通AI业务失速”,而是另一层风险:AI业务越强、融资平台扩张越快,潜在信用敞口反而可能越大。\n美银认为,XPV平台的风险主要来自两个方面:一是XPU缺乏成熟的二级市场,未来残值难以判断;二是客户集中度较高。如果投资者开始将XPV风险部分计入博通母公司的信用风险,甚至通过购买博通CDS进行对冲,可能进一步推高其融资成本。\n3700亿美元是什么概念?极端情景下的担保敞口\n真正让市场警觉的,是美国银行对XPV未来规模的压力测试。\n博通并不是直接向客户提供全部融资,而是通过剩余价值担保(RVG)等安排,为相关债务提供支持。对于首期350亿美元的XPU资产,博通此前披露,在100%违约且抵押品完全没有回收价值的极端假设下,相关高级债务的最大损失敞口为290亿美元。\n美国银行在更严格的压力测试中假设芯片价格每年下降20%,并在违约时再遭遇25%的价格冲击。结果显示,首笔交易的峰值RVG敞口约为260亿美元,但对应的最大实际损失约为29亿美元。\n真正引发关注的是扩张情景。\n如果XPV最终按照每季度增加2GW的速度扩张至20GW,美国银行估算,到2029年年中,博通的最大RVG敞口可能达到3700亿美元;在100%违约的极端情况下,对应最大损失约420亿美元。如果违约率为25%,潜在损失约105亿美元。\n需要强调的是,3700亿美元并不意味着博通已经背负了3700亿美元债务,也不是美国银行预测的实际损失,而是按照XPV扩张至20GW后的极端压力情景计算出的最大担保敞口。美国银行明确指出,100%违约属于极端且不现实的假设。\n而且,即便在这一极端情景下,美国银行预计博通2027年扣除股息后的自由现金流仍可达到约850亿美元,具备相当强的损失吸收能力;该行认为,XPV单独并不足以动摇博通的信用基础。\n因此,当前市场更担心的并非“博通马上出现偿债危机”,而是随着XPV不断扩张,原本属于客户和金融机构的部分风险,是否会通过担保、信用利差以及投资者风险溢价,逐渐传导至博通自身。\n英伟达“5000亿美元融资计划”进一步暴露问题\n博通股价周五的下跌,还发生在整个AI融资模式受到市场重新审视之际。\n据本周一报道,英伟达与Apollo、黑石、高盛、KKR等华尔街机构合作推出“计算融资平台”,目标是为AI基础设施调动超过5000亿美元第三方资本。英伟达CEO黄仁勋次日表示,公司可选择为部分交易提供最高1250亿美元的支持,相当于潜在交易规模的25%。\n媒体指出,这一融资模式背后存在一个越来越明显的现实:不少AI客户虽然需要大量算力,却未必拥有足以独立承担数据中心和芯片采购成本的资产负债表。\n因此,华尔街正在成为连接AI芯片供应商与AI基础设施需求方的重要资金来源。\n从产业逻辑看,这可能进一步释放AI芯片需求;但从金融市场角度看,它也意味着AI繁荣开始越来越多地依赖私人信贷、资产证券化和担保结构。\n路透本周五援引美国银行的数据称,到2029年年中,博通的芯片融资项目可能形成约3700亿美元高级债务,为20GW算力提供资金,其中单是2027年就可能新增约1500亿美元债务。\n这也解释了为何市场开始把博通与英伟达的融资计划放在一起审视:AI基础设施正在从“芯片销售故事”,逐渐演变成“芯片+数据中心+私人信贷”的金融化故事。\nAI资本开支的下一道考题:谁来承担风险?\n过去两年,AI产业链投资者关注的核心问题是“需求是否足够强”;如今,随着单个AI基础设施项目的投资规模动辄达到数百亿美元,市场开始提出另一个问题:\n这些投资最终由谁来买单?\n如果由微软、谷歌、Meta、亚马逊等超大规模云厂商直接承担,风险主要体现为资本开支、折旧和自由现金流压力;如果由AI初创公司承担,则问题转化为商业模式和融资能力;而当越来越多项目由私人信贷市场提供资金、并由芯片厂商通过担保机制支持时,风险便开始进入信用市场。\n博通此次股价下跌,正是这种变化的一个缩影。\n短期来看,博通AI芯片业务仍然处于高速增长轨道,且美国银行并未否定其经营基本面;但资本市场开始意识到,如果未来AI算力需求需要依靠越来越庞大的融资平台才能持续,那么AI产业链的估值逻辑也必须同时考虑资产残值、客户违约率、债务成本以及供应商担保责任。\n对于已经处于高估值区间的AI芯片股而言,这种从“增长风险”向“信用风险”的叙事切换,往往足以带来剧烈的股价波动。\n周五博通股价重挫,反映的或许正是这种风险溢价正在快速重新定价。","news_type":1,"symbols_score_info":{"ROM":0.6,"AVGG":0.6,"CGBL":0.6,"TDIV":0.6,"2NVD.UK":0.6,"07788":0.6,"SPTE":0.6,"07388":0.6,"SNVDAmain":0.6,"METV":0.6,"AIPI":0.6,"DIPS":0.6,"NVDS":0.6,"NVDU":0.6,"CHPX":0.6,"FDTX":0.6,"VT":0.6,"IETC":0.6,"SNPE":0.6,"NVD3.UK":0.6,"AVGW":0.6,"NVD":0.6,"IXN":0.6,"EFIV":0.6,"SOXQ":0.6,"SOXX":0.6,"SOXY":0.6,"CNEQ":0.6,"CHAT":0.6,"NVDS.UK":0.6,"FAI":0.6,"USD":0.6,"SMH":0.6,"NULC":0.6,"CIBR":0.6,"NVDQ":0.6,"SMHX":0.6,"AVS":0.6,"NVII":0.6,"TTEQ":0.6,"JGRO":0.6,"CGGO":0.6,"SAVGOmain":0.6,"NVDB":0.6,"AVGX":0.6,"CMAG":0.6,"SHOC":0.6,"HAKY":0.6,"TTXU":0.6,"NVDO":0.6,"AVGO":1.98,"NVDW":0.6,"VGT":0.6,"3NVD.UK":0.6,"NVDG":0.6,"LFGY":0.6,"NVIW.SI":0.6,"TYLG":0.6,"AVGU":0.6,"XLK":0.6,"NVDL":0.6,"NVDX":0.6,"ABFL":0.6,"NVDY":0.6,"FTEC":0.6,"AIFD":0.6,"TRFK":0.6,"CGDG":0.6,"WISE":0.6,"BAI":0.6,"ESUM":0.6,"NVYY":0.6,"CLSE":0.6,"ARTY":0.6,"ILDR":0.6,"NVDA":1.88,"ANV":0.6,"THMR":0.6,"NVDD":0.6,"ESLG":0.6,"NVD2.UK":0.6,"GAMR":0.6,"AVL":0.6,"SNVD.UK":0.6,"USXF":0.6,"TEK":0.6,"AGOX":0.6}},"isVote":1,"tweetType":1,"viewCount":252,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"CN","totalScore":0},{"id":596350696273064,"gmtCreate":1786611639226,"gmtModify":1786611641277,"author":{"id":"3464650551454893","authorId":"3464650551454893","name":"浪潮上的小舢板","avatar":"https://static.tigerbbs.com/f4f09f9717274b4d5e1da4831966b3bf","crmLevel":6,"crmLevelSwitch":1,"followedFlag":false,"authorIdStr":"3464650551454893","idStr":"3464650551454893"},"themes":[],"title":"","htmlText":"<a 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跌回25000","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":0,"commentSize":0,"repostSize":0,"link":"https://laohu8.com/post/595717721788480","isVote":1,"tweetType":1,"viewCount":377,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"CN","totalScore":0},{"id":586702947172720,"gmtCreate":1784269453428,"gmtModify":1784269455670,"author":{"id":"3464650551454893","authorId":"3464650551454893","name":"浪潮上的小舢板","avatar":"https://static.tigerbbs.com/f4f09f9717274b4d5e1da4831966b3bf","crmLevel":6,"crmLevelSwitch":1,"followedFlag":false,"authorIdStr":"3464650551454893","idStr":"3464650551454893"},"themes":[],"title":"","htmlText":"地瓜机器人是地平线的全资子公司","listText":"地瓜机器人是地平线的全资子公司","text":"地瓜机器人是地平线的全资子公司","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":1,"commentSize":0,"repostSize":0,"link":"https://laohu8.com/post/586702947172720","repostId":"2652347481","repostType":2,"repost":{"id":"2652347481","kind":"highlight","weMediaInfo":{"introduction":"「金吾财讯」以精准用户需求为切入点,打造一站式港美股投资细分领域品牌。依托战略合作伙伴凤凰网财经,将港美股内容传播到全球华人圈。","home_visible":1,"media_name":"金吾财讯","id":"1086022552","head_image":"https://static.tigerbbs.com/19a93586c3b023ec6ebfed568990555c"},"pubTimestamp":1784262541,"share":"https://www.laohunote.com/m/news/2652347481?lang=zh_CN&edition=full","pubTime":"2026-07-17 12:29","market":"hk","language":"zh","title":"兆易创新(03986)宣布与地瓜机器人达成合作 加速具身智能产业规模化发展","url":"https://stock-news.laohu8.com/highlight/detail?id=2652347481","media":"金吾财讯","summary":"金吾财讯 | 据兆易创新官方公众号最新消息,兆易创新(03986)与地瓜机器人宣布基于GD32MCU与旭日S600达成战略合作,并将从产品方案、生态协同、标准共推三个维度展开全面合作,加速具身智能产业规模化发展。据介绍,双方将依托兆易创新GD32H7、GD32F5等全系高性能MCU矩阵与地瓜机器人旭日S600、旭日S100全系具身智能计算平台,共同打造“高性能计算+实时控制”一体化系统级解决方案,致力打通具身智能从上层算力决策到底层实时控制的全链路能力,共同推动行业从单点技术突破走向标准化、规模化的量产交付。据悉,地瓜机器人是业界领先的机器人软硬件通用底座提供商。","content":"<html><body><p>金吾财讯 | 据<a href=\"https://laohu8.com/S/603986\">兆易创新</a>官方公众号最新消息,<a href=\"https://laohu8.com/S/03986\">兆易创新</a>(03986)与地瓜机器人宣布基于GD32MCU与旭日S600达成战略合作,并将从产品方案、生态协同、标准共推三个维度展开全面合作,加速具身智能产业规模化发展。据介绍,双方将依托兆易创新GD32H7、GD32F5等全系高性能MCU<a href=\"https://laohu8.com/S/301365\">矩阵</a>与地瓜机器人旭日S600、旭日S100全系具身智能计算平台,共同打造“高性能计算+实时控制”一体化系统级解决方案,致力打通具身智能从上层算力决策到底层实时控制的全链路能力,共同推动行业从单点技术突破走向标准化、规模化的量产交付。据悉,地瓜机器人是业界领先的机器人软硬件通用底座提供商。</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>兆易创新(03986)宣布与地瓜机器人达成合作 加速具身智能产业规模化发展</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{ 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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兆易创新(03986)宣布与地瓜机器人达成合作 加速具身智能产业规模化发展\n</h2>\n\n<h4 class=\"meta\">\n\n\n<a class=\"head\" href=\"https://laohu8.com/wemedia/1086022552\">\n\n\n<div class=\"h-thumb\" style=\"background-image:url(https://static.tigerbbs.com/19a93586c3b023ec6ebfed568990555c);background-size:cover;\"></div>\n\n<div class=\"h-content\">\n<p class=\"h-name\">金吾财讯 </p>\n<p class=\"h-time\">2026-07-17 12:29</p>\n</div>\n\n</a>\n\n\n</h4>\n\n</header>\n<article>\n<html><body><p>金吾财讯 | 据<a href=\"https://laohu8.com/S/603986\">兆易创新</a>官方公众号最新消息,<a href=\"https://laohu8.com/S/03986\">兆易创新</a>(03986)与地瓜机器人宣布基于GD32MCU与旭日S600达成战略合作,并将从产品方案、生态协同、标准共推三个维度展开全面合作,加速具身智能产业规模化发展。据介绍,双方将依托兆易创新GD32H7、GD32F5等全系高性能MCU<a href=\"https://laohu8.com/S/301365\">矩阵</a>与地瓜机器人旭日S600、旭日S100全系具身智能计算平台,共同打造“高性能计算+实时控制”一体化系统级解决方案,致力打通具身智能从上层算力决策到底层实时控制的全链路能力,共同推动行业从单点技术突破走向标准化、规模化的量产交付。据悉,地瓜机器人是业界领先的机器人软硬件通用底座提供商。</p></body></html>\n\n</article>\n</div>\n</body>\n</html>\n","type":0,"thumbnail":"https://static.szfiu.com/news/20241108/MGM1MTEwODE5MDc1ODM4MQ==.jpg","relate_stocks":{"603986":"兆易创新","BK0214":"IT设备","LU1781817850.SGD":"Blackrock Systematic China A-Share Opportunities A2 SGD-H","LU0052750758.USD":"富兰克林中国基金A Acc","LU0320764599.SGD":"FTIF - Templeton China A Acc SGD","BK0102":"重组","LU2039709279.SGD":"MANULIFE GF DRAGON GROWTH \"AA\" (SGDHDG) INC","LU0708995583.HKD":"TEMPLETON CHINA \"A\" (HKD) ACC","LU1328277881.USD":"MANULIFE GF DRAGON GROWTH FUND \"AA\" (USD) INC","LU1934453819.USD":"AB CHINA A SHARES EQUITY PORTFOLIO \"A\" (USD) ACC","LU1813983027.USD":"MANULIFE GF DRAGON GROWTH \"AA\" (USD) INC","LU1969619763.USD":"EASTSPRING INV CHINA A SHARES GROWTH \"A\" (USD) ACC","LU1979443071.USD":"AB CHINA A 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ACC"},"source_url":"1986136","is_english":false,"share_image_url":"https://static.laohu8.com/e9f99090a1c2ed51c021029395664489","article_id":"2652347481","content_text":"金吾财讯 | 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归根到底,还是“历史进程”的问题。","images":[{"img":"https://static.tigerbbs.com/f7f1d700294d40148e7a2a2f7ade1d45"}],"top":1,"highlighted":1,"essential":1,"paper":2,"likeSize":0,"commentSize":0,"repostSize":0,"link":"https://laohu8.com/post/582116692512888","isVote":1,"tweetType":1,"viewCount":0,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":1,"langContent":"CN","totalScore":0},"isVote":1,"tweetType":1,"viewCount":523,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"CN","totalScore":0},{"id":571904572109976,"gmtCreate":1780647466863,"gmtModify":1780647697996,"author":{"id":"3464650551454893","authorId":"3464650551454893","name":"浪潮上的小舢板","avatar":"https://static.tigerbbs.com/f4f09f9717274b4d5e1da4831966b3bf","crmLevel":6,"crmLevelSwitch":1,"followedFlag":false,"authorIdStr":"3464650551454893","idStr":"3464650551454893"},"themes":[],"title":"","htmlText":"<a href=\"https://laohu8.com/S/09660\">$地平线机器人-W(09660)$ </a>非常不理解,同样是智能驾驶,佑驾创新、小马智行都在涨,为什么地平线没有涨?有什么时候我们不知道的事情吗?隐瞒了什么?!!","listText":"<a href=\"https://laohu8.com/S/09660\">$地平线机器人-W(09660)$ </a>非常不理解,同样是智能驾驶,佑驾创新、小马智行都在涨,为什么地平线没有涨?有什么时候我们不知道的事情吗?隐瞒了什么?!!","text":"$地平线机器人-W(09660)$ 非常不理解,同样是智能驾驶,佑驾创新、小马智行都在涨,为什么地平线没有涨?有什么时候我们不知道的事情吗?隐瞒了什么?!!","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":1,"commentSize":0,"repostSize":0,"link":"https://laohu8.com/post/571904572109976","isVote":1,"tweetType":1,"viewCount":2910,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"CN","totalScore":0},{"id":570623397093760,"gmtCreate":1780316558240,"gmtModify":1780319089221,"author":{"id":"3464650551454893","authorId":"3464650551454893","name":"浪潮上的小舢板","avatar":"https://static.tigerbbs.com/f4f09f9717274b4d5e1da4831966b3bf","crmLevel":6,"crmLevelSwitch":1,"followedFlag":false,"authorIdStr":"3464650551454893","idStr":"3464650551454893"},"themes":[],"title":"","htmlText":"<a href=\"https://laohu8.com/S/00992\">$联想集团(00992)$ </a> 讨厌联想!从来没有因为讨厌一个人而讨厌一个品牌!🤮","listText":"<a href=\"https://laohu8.com/S/00992\">$联想集团(00992)$ </a> 讨厌联想!从来没有因为讨厌一个人而讨厌一个品牌!🤮","text":"$联想集团(00992)$ 讨厌联想!从来没有因为讨厌一个人而讨厌一个品牌!🤮","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":2,"commentSize":3,"repostSize":0,"link":"https://laohu8.com/post/570623397093760","isVote":1,"tweetType":1,"viewCount":2025,"authorTweetTopStatus":1,"verified":2,"comments":[{"author":{"id":"3568976416665701","authorId":"3568976416665701","name":"ameri小顽童","avatar":"https://static.tigerbbs.com/f664c492ee7c8e16acaf775e4362bd69","crmLevel":2,"crmLevelSwitch":0,"authorIdStr":"3568976416665701","idStr":"3568976416665701"},"content":"你经常因为一个人讨厌一个品牌吧。人的行为都有惯性。","text":"你经常因为一个人讨厌一个品牌吧。人的行为都有惯性。","html":"你经常因为一个人讨厌一个品牌吧。人的行为都有惯性。"},{"author":{"id":"3578860547258210","authorId":"3578860547258210","name":"老虎54321","avatar":"https://static.laohu8.com/default-avatar.jpg","crmLevel":1,"crmLevelSwitch":0,"authorIdStr":"3578860547258210","idStr":"3578860547258210"},"content":"别被🌸的影响带偏了,🌸的营销真的是最恶心的","text":"别被🌸的影响带偏了,🌸的营销真的是最恶心的","html":"别被🌸的影响带偏了,🌸的营销真的是最恶心的"}],"imageCount":0,"langContent":"CN","totalScore":0},{"id":568326129707184,"gmtCreate":1779789220454,"gmtModify":1779790752456,"author":{"id":"3464650551454893","authorId":"3464650551454893","name":"浪潮上的小舢板","avatar":"https://static.tigerbbs.com/f4f09f9717274b4d5e1da4831966b3bf","crmLevel":6,"crmLevelSwitch":1,"followedFlag":false,"authorIdStr":"3464650551454893","idStr":"3464650551454893"},"themes":[],"title":"","htmlText":"真的已经很不容易了![胜利] ","listText":"真的已经很不容易了![胜利] ","text":"真的已经很不容易了![胜利]","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":1,"commentSize":0,"repostSize":0,"link":"https://laohu8.com/post/568326129707184","repostId":"2638518645","repostType":2,"repost":{"id":"2638518645","kind":"news","pubTimestamp":1779787945,"share":"https://www.laohunote.com/m/news/2638518645?lang=zh_CN&edition=full","pubTime":"2026-05-26 17:32","market":"sh","language":"zh","title":"小米Q1财报:经调整净利润61亿元","url":"https://stock-news.laohu8.com/highlight/detail?id=2638518645","media":"每日经济新闻","summary":"5月26日,小米集团(HK01810)发布2026年第一季度业绩公告。本季度营业收入991亿元,经调整净利润61亿元。手机×AIoT分部收入793亿元;智能电动汽车及AI等创新业务分部收入199亿元,同比增长6.9%。","content":"<div>\n<p>5月26日,小米集团(HK01810)发布2026年第一季度业绩公告。本季度营业收入991亿元,经调整净利润61亿元。手机×AIoT分部收入793亿元;智能电动汽车及AI等创新业务分部收入199亿元,同比增长6.9%。(文章来源:每日经济新闻)</p>\n\n<a href=\"http://finance.eastmoney.com/a/202605263749789526.html\">网页链接</a>\n\n</div>\n","source":"stock_eastmoney","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>小米Q1财报:经调整净利润61亿元</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; 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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小米Q1财报:经调整净利润61亿元\n</h2>\n\n<h4 class=\"meta\">\n\n\n2026-05-26 17:32 北京时间 <a href=http://finance.eastmoney.com/a/202605263749789526.html><strong>每日经济新闻</strong></a>\n\n\n</h4>\n\n</header>\n<article>\n<div>\n<p>5月26日,小米集团(HK01810)发布2026年第一季度业绩公告。本季度营业收入991亿元,经调整净利润61亿元。手机×AIoT分部收入793亿元;智能电动汽车及AI等创新业务分部收入199亿元,同比增长6.9%。(文章来源:每日经济新闻)</p>\n\n<a href=\"http://finance.eastmoney.com/a/202605263749789526.html\">网页链接</a>\n\n</div>\n\n\n</article>\n</div>\n</body>\n</html>\n","type":0,"thumbnail":"","relate_stocks":{"81810":"小米集团-WR","LU0594300179.USD":"FIDELITY CHINA CONSUMER \"A\" (USD) ACC","LU0254981946.USD":"HSBC GIF BRIC MARKETS EQUITY \"AC\" (USD) ACC","LU0700851271.USD":"NINETY ONE GSF EMERGING MARKETS MULTI-ASSET \"A\" (USD) ACC","LU0417516902.SGD":"Allianz China Equity Cl AT Acc SGD","LU1868837565.USD":"CT (LUX) I GLOBAL EMERGING MARKET EQUITIES \"1\" (USD) ACC","BK1521":"挪威政府全球养老基金持仓","LU2476274308.USD":"ALLIANZ CHINA FUTURE TECHNOLOGIES \"AT\" (USD) ACC","LU0918141887.USD":"安联亚洲实际收益股票基金","LU0164865239.USD":"HSBC GIF CHINESE EQUITY \"AC\" (USD) 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href=\"https://laohu8.com/S/09660\">$地平线机器人-W(09660)$</a> 大家都来晒一下成本?我先来9.5元[流泪] ","listText":"<a href=\"https://laohu8.com/S/09660\">$地平线机器人-W(09660)$</a> 大家都来晒一下成本?我先来9.5元[流泪] ","text":"$地平线机器人-W(09660)$ 大家都来晒一下成本?我先来9.5元[流泪]","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":1,"commentSize":2,"repostSize":0,"link":"https://laohu8.com/post/566117529314296","isVote":1,"tweetType":1,"viewCount":1637,"authorTweetTopStatus":1,"verified":2,"comments":[{"author":{"id":"4198901456840362","authorId":"4198901456840362","name":"大雪怪Yeti","avatar":"https://static.tigerbbs.com/7b95a3fa006ad1e8a4d282c4445b8aaa","crmLevel":3,"crmLevelSwitch":0,"authorIdStr":"4198901456840362","idStr":"4198901456840362"},"content":"[捂脸][捂脸][捂脸]9.47","text":"[捂脸][捂脸][捂脸]9.47","html":"[捂脸][捂脸][捂脸]9.47"}],"imageCount":0,"langContent":"CN","totalScore":0},{"id":560603863696296,"gmtCreate":1777897877127,"gmtModify":1777897879644,"author":{"id":"3464650551454893","authorId":"3464650551454893","name":"浪潮上的小舢板","avatar":"https://static.tigerbbs.com/f4f09f9717274b4d5e1da4831966b3bf","crmLevel":6,"crmLevelSwitch":1,"followedFlag":false,"authorIdStr":"3464650551454893","idStr":"3464650551454893"},"themes":[],"title":"","htmlText":"这并不能代表什么。","listText":"这并不能代表什么。","text":"这并不能代表什么。","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":1,"commentSize":0,"repostSize":0,"link":"https://laohu8.com/post/560603863696296","repostId":"1124909016","repostType":2,"repost":{"id":"1124909016","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":1777897755,"share":"https://www.laohunote.com/m/news/1124909016?lang=zh_CN&edition=full","pubTime":"2026-05-04 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20:29</p>\n</div>\n\n</a>\n\n\n</h4>\n\n</header>\n<article>\n<html><head></head><body><p>新华社消息,美军中央司令部4日在社交媒体上发文称,两艘悬挂美国国旗的商船已成功通过霍尔木兹海峡。</p><p></p><p class=\"t-img-caption\"><img src=\"https://static.tigerbbs.com/b092caeb96a50a12e5793b2902719fe9\" tg-width=\"727\" 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class=\"t-img-caption\"><img src=\"https://static.tigerbbs.com/7ed01e9af1d408c329eb65771cf7089a\" tg-width=\"960\" tg-height=\"1280\"/></p></body></html>\n\n</article>\n</div>\n</body>\n</html>\n","type":0,"thumbnail":"https://static.tigerbbs.com/aea2b9ab8a046974039715aed46d9985","relate_stocks":{"01810":"小米集团-W"},"source_url":"","is_english":false,"share_image_url":"https://static.laohu8.com/e9f99090a1c2ed51c021029395664489","article_id":"1117712094","content_text":"小米汽车:2026年4月,小米汽车交付量超过30000台。","news_type":1,"symbols_score_info":{"01810":2}},"isVote":1,"tweetType":1,"viewCount":2703,"authorTweetTopStatus":1,"verified":2,"comments":[{"author":{"id":"4131409357956500","authorId":"4131409357956500","name":"ruan_7128","avatar":"https://static.tigerbbs.com/8ad7f9c1716c3dead55c9cc240346dcb","crmLevel":7,"crmLevelSwitch":1,"authorIdStr":"4131409357956500","idStr":"4131409357956500"},"content":"押注太大了不值得,短期内上来有难度","text":"押注太大了不值得,短期内上来有难度","html":"押注太大了不值得,短期内上来有难度"},{"author":{"id":"4215483582946752","authorId":"4215483582946752","name":"Nick小天","avatar":"https://community-static.tradeup.com/news/default-avatar.jpg","crmLevel":1,"crmLevelSwitch":0,"authorIdStr":"4215483582946752","idStr":"4215483582946752"},"content":"业绩不太好 又要暴跌了","text":"业绩不太好 又要暴跌了","html":"业绩不太好 又要暴跌了"}],"imageCount":0,"langContent":"CN","totalScore":0},{"id":549282328355712,"gmtCreate":1775123966074,"gmtModify":1775123969122,"author":{"id":"3464650551454893","authorId":"3464650551454893","name":"浪潮上的小舢板","avatar":"https://static.tigerbbs.com/f4f09f9717274b4d5e1da4831966b3bf","crmLevel":6,"crmLevelSwitch":1,"followedFlag":false,"authorIdStr":"3464650551454893","idStr":"3464650551454893"},"themes":[],"title":"","htmlText":"Replying to <a href=\"https://laohu8.com/U/3540680319507322\">@BenBina</a>:你过脑了吗?!人家说的是中长期看好!你都没有赚百万美金,好意思来评论吗?![无语]//<a href=\"https://laohu8.com/U/3540680319507322\">@BenBina</a>:重仓小米,好意思来分享吗?","listText":"Replying to <a href=\"https://laohu8.com/U/3540680319507322\">@BenBina</a>:你过脑了吗?!人家说的是中长期看好!你都没有赚百万美金,好意思来评论吗?![无语]//<a href=\"https://laohu8.com/U/3540680319507322\">@BenBina</a>:重仓小米,好意思来分享吗?","text":"Replying to @BenBina:你过脑了吗?!人家说的是中长期看好!你都没有赚百万美金,好意思来评论吗?![无语]//@BenBina:重仓小米,好意思来分享吗?","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":1,"commentSize":0,"repostSize":0,"link":"https://laohu8.com/post/549282328355712","isVote":1,"tweetType":1,"viewCount":2013,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"CN","totalScore":0},{"id":546210921681176,"gmtCreate":1774361898792,"gmtModify":1774361901453,"author":{"id":"3464650551454893","authorId":"3464650551454893","name":"浪潮上的小舢板","avatar":"https://static.tigerbbs.com/f4f09f9717274b4d5e1da4831966b3bf","crmLevel":6,"crmLevelSwitch":1,"followedFlag":false,"authorIdStr":"3464650551454893","idStr":"3464650551454893"},"themes":[],"title":"","htmlText":"触底反弹,100元见!更多好消息在路上![开心] ","listText":"触底反弹,100元见!更多好消息在路上![开心] ","text":"触底反弹,100元见!更多好消息在路上![开心]","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":1,"commentSize":0,"repostSize":0,"link":"https://laohu8.com/post/546210921681176","isVote":1,"tweetType":1,"viewCount":1980,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"CN","totalScore":0},{"id":530863472883224,"gmtCreate":1770624426074,"gmtModify":1770624428612,"author":{"id":"3464650551454893","authorId":"3464650551454893","name":"浪潮上的小舢板","avatar":"https://static.tigerbbs.com/f4f09f9717274b4d5e1da4831966b3bf","crmLevel":6,"crmLevelSwitch":1,"followedFlag":false,"authorIdStr":"3464650551454893","idStr":"3464650551454893"},"themes":[],"title":"","htmlText":"沙发!","listText":"沙发!","text":"沙发!","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":1,"commentSize":0,"repostSize":0,"link":"https://laohu8.com/post/530863472883224","repostId":"1138613066","repostType":2,"repost":{"id":"1138613066","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":1770623750,"share":"https://www.laohunote.com/m/news/1138613066?lang=zh_CN&edition=full","pubTime":"2026-02-09 15:55","market":"us","language":"zh","title":"特斯拉:Tesla Cybercab将在得州超级工厂开启量产并投入运营","url":"https://stock-news.laohu8.com/highlight/detail?id=1138613066","media":"老虎资讯综合","summary":"开启量产并投入运营。","content":"<html><head></head><body><p><a href=\"https://laohu8.com/S/TSLA\">特斯拉</a> :无人驾驶电动车Tesla Cybercab将在得州超级工厂开启量产并投入运营。</p><p>马斯克在 2025 年年度股东大会上曾明确表示,Cybercab 的量产工作将于 2026 年 4 月左右全面启动。马斯克还指出,<strong>Cybercab 将成为特斯拉有史以来产量最高的车型</strong>,公司目标是实现年产约 200 万辆的规模。</p><p class=\"t-img-caption\"><img src=\"https://static.tigerbbs.com/a43e2aa06272005cc38317e746142a8a\" tg-width=\"1440\" tg-height=\"960\"/></p><p style=\"text-align: justify;\">在 2025 年第四季度及全年财报电话会议上,特斯拉高管团队详细阐述了其 Robotaxi(自动驾驶出租车)服务的完整布局。尽管该服务的核心是一款小型双座自动驾驶汽车,但特斯拉强调,其现有产品线已能支撑面向不同乘客规模的完整服务矩阵。</p><p style=\"text-align: justify;\">在问答环节,特斯拉车辆工程副总裁拉尔斯 · 莫拉维指出,<strong>当前超过 90% 的车辆行驶里程乘客数量不超过两人</strong>。这位高管表示,这一点直接影响了 Cybercab 的设计。</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:Tesla Cybercab将在得州超级工厂开启量产并投入运营</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; 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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\">2026-02-09 15:55</p>\n</div>\n\n</a>\n\n\n</h4>\n\n</header>\n<article>\n<html><head></head><body><p><a href=\"https://laohu8.com/S/TSLA\">特斯拉</a> :无人驾驶电动车Tesla Cybercab将在得州超级工厂开启量产并投入运营。</p><p>马斯克在 2025 年年度股东大会上曾明确表示,Cybercab 的量产工作将于 2026 年 4 月左右全面启动。马斯克还指出,<strong>Cybercab 将成为特斯拉有史以来产量最高的车型</strong>,公司目标是实现年产约 200 万辆的规模。</p><p class=\"t-img-caption\"><img src=\"https://static.tigerbbs.com/a43e2aa06272005cc38317e746142a8a\" tg-width=\"1440\" tg-height=\"960\"/></p><p style=\"text-align: justify;\">在 2025 年第四季度及全年财报电话会议上,特斯拉高管团队详细阐述了其 Robotaxi(自动驾驶出租车)服务的完整布局。尽管该服务的核心是一款小型双座自动驾驶汽车,但特斯拉强调,其现有产品线已能支撑面向不同乘客规模的完整服务矩阵。</p><p style=\"text-align: justify;\">在问答环节,特斯拉车辆工程副总裁拉尔斯 · 莫拉维指出,<strong>当前超过 90% 的车辆行驶里程乘客数量不超过两人</strong>。这位高管表示,这一点直接影响了 Cybercab 的设计。</p></body></html>\n\n</article>\n</div>\n</body>\n</html>\n","type":0,"thumbnail":"https://static.tigerbbs.com/774e9e20a509c7594ccd5890c4dbe3bb","relate_stocks":{"TSLA":"特斯拉"},"source_url":"","is_english":false,"share_image_url":"https://static.laohu8.com/e9f99090a1c2ed51c021029395664489","article_id":"1138613066","content_text":"特斯拉 :无人驾驶电动车Tesla Cybercab将在得州超级工厂开启量产并投入运营。马斯克在 2025 年年度股东大会上曾明确表示,Cybercab 的量产工作将于 2026 年 4 月左右全面启动。马斯克还指出,Cybercab 将成为特斯拉有史以来产量最高的车型,公司目标是实现年产约 200 万辆的规模。在 2025 年第四季度及全年财报电话会议上,特斯拉高管团队详细阐述了其 Robotaxi(自动驾驶出租车)服务的完整布局。尽管该服务的核心是一款小型双座自动驾驶汽车,但特斯拉强调,其现有产品线已能支撑面向不同乘客规模的完整服务矩阵。在问答环节,特斯拉车辆工程副总裁拉尔斯 · 莫拉维指出,当前超过 90% 的车辆行驶里程乘客数量不超过两人。这位高管表示,这一点直接影响了 Cybercab 的设计。","news_type":1,"symbols_score_info":{"TSLA":1}},"isVote":1,"tweetType":1,"viewCount":2252,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"CN","totalScore":0},{"id":527609520907312,"gmtCreate":1769831816616,"gmtModify":1769831819267,"author":{"id":"3464650551454893","authorId":"3464650551454893","name":"浪潮上的小舢板","avatar":"https://static.tigerbbs.com/f4f09f9717274b4d5e1da4831966b3bf","crmLevel":6,"crmLevelSwitch":1,"followedFlag":false,"authorIdStr":"3464650551454893","idStr":"3464650551454893"},"themes":[],"title":"","htmlText":"小米的产品或许有瑕疵,这点不能否认。但是放眼历史和全球,任何产品都是一步步起来的,不断修正,不断提升。哪些在网络上肆意抹黑、造谣、夸张的行为,一定会有被肃清、惩戒的一天,从目前大环境来看,已经开始有所行动。我们要对一个产品、一个企业,甚至是一个人要有包容心。所以,我坚信小米会好起来,并且回归到健康发展的轨道上来。","listText":"小米的产品或许有瑕疵,这点不能否认。但是放眼历史和全球,任何产品都是一步步起来的,不断修正,不断提升。哪些在网络上肆意抹黑、造谣、夸张的行为,一定会有被肃清、惩戒的一天,从目前大环境来看,已经开始有所行动。我们要对一个产品、一个企业,甚至是一个人要有包容心。所以,我坚信小米会好起来,并且回归到健康发展的轨道上来。","text":"小米的产品或许有瑕疵,这点不能否认。但是放眼历史和全球,任何产品都是一步步起来的,不断修正,不断提升。哪些在网络上肆意抹黑、造谣、夸张的行为,一定会有被肃清、惩戒的一天,从目前大环境来看,已经开始有所行动。我们要对一个产品、一个企业,甚至是一个人要有包容心。所以,我坚信小米会好起来,并且回归到健康发展的轨道上来。","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":2,"commentSize":0,"repostSize":0,"link":"https://laohu8.com/post/527609520907312","repostId":"527457749267568","repostType":1,"repost":{"id":527457749267568,"gmtCreate":1769794765662,"gmtModify":1770774895067,"author":{"id":"3535521137762654","authorId":"3535521137762654","name":"驮山进海","avatar":"https://static.tigerbbs.com/bc78e0bf54bfe35df46e30b358921154","crmLevel":8,"crmLevelSwitch":0,"followedFlag":false,"authorIdStr":"3535521137762654","idStr":"3535521137762654"},"themes":[],"title":"","htmlText":"<a href=\"https://laohu8.com/OPT/MIU.HK 20260226 35.00 CALL\">$MIU.HK 20260226 35.00 CALL$ </a>让我们拭目以待吧,小米快点好起来","listText":"<a href=\"https://laohu8.com/OPT/MIU.HK 20260226 35.00 CALL\">$MIU.HK 20260226 35.00 CALL$ </a>让我们拭目以待吧,小米快点好起来","text":"$MIU.HK 20260226 35.00 CALL$ 让我们拭目以待吧,小米快点好起来","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":0,"commentSize":0,"repostSize":0,"link":"https://laohu8.com/post/527457749267568","isVote":1,"tweetType":1,"viewCount":0,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"CN","totalScore":0},"isVote":1,"tweetType":1,"viewCount":2041,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"CN","totalScore":0},{"id":511437373702968,"gmtCreate":1765889671464,"gmtModify":1765890033397,"author":{"id":"3464650551454893","authorId":"3464650551454893","name":"浪潮上的小舢板","avatar":"https://static.tigerbbs.com/f4f09f9717274b4d5e1da4831966b3bf","crmLevel":6,"crmLevelSwitch":1,"followedFlag":false,"authorIdStr":"3464650551454893","idStr":"3464650551454893"},"themes":[],"title":"","htmlText":"牛逼!我跟!","listText":"牛逼!我跟!","text":"牛逼!我跟!","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":1,"commentSize":0,"repostSize":0,"link":"https://laohu8.com/post/511437373702968","repostId":"1126760194","repostType":4,"repost":{"id":"1126760194","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":1765880478,"share":"https://www.laohunote.com/m/news/1126760194?lang=zh_CN&edition=full","pubTime":"2025-12-16 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href=\"https://laohu8.com/S/01810\">小米集团-W</a> :12月16日斥资约2.94亿港元回购720万股B类股份,每股回购价格为40.36港元-41港元。</p><p class=\"t-img-caption\"><img src=\"https://static.tigerbbs.com/c37bbf2b8d7f2b43c76ac99a345bfb46\" title=\"\" tg-width=\"1054\" tg-height=\"652\"/></p></body></html>\n\n</article>\n</div>\n</body>\n</html>\n","type":0,"thumbnail":"https://static.tigerbbs.com/aea2b9ab8a046974039715aed46d9985","relate_stocks":{"XIACY":"小米集团ADR","01810":"小米集团-W"},"source_url":"","is_english":false,"share_image_url":"https://static.laohu8.com/e9f99090a1c2ed51c021029395664489","article_id":"1126760194","content_text":"小米集团-W :12月16日斥资约2.94亿港元回购720万股B类股份,每股回购价格为40.36港元-41港元。","news_type":1,"symbols_score_info":{"01810":2,"XIACY":2}},"isVote":1,"tweetType":1,"viewCount":2095,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"CN","totalScore":0},{"id":508552893243688,"gmtCreate":1765189762177,"gmtModify":1765189822810,"author":{"id":"3464650551454893","authorId":"3464650551454893","name":"浪潮上的小舢板","avatar":"https://static.tigerbbs.com/f4f09f9717274b4d5e1da4831966b3bf","crmLevel":6,"crmLevelSwitch":1,"followedFlag":false,"authorIdStr":"3464650551454893","idStr":"3464650551454893"},"themes":[],"title":"","htmlText":"小米牛逼!支持雷总的实际行动!👏🏻","listText":"小米牛逼!支持雷总的实际行动!👏🏻","text":"小米牛逼!支持雷总的实际行动!👏🏻","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":3,"commentSize":0,"repostSize":0,"link":"https://laohu8.com/post/508552893243688","repostId":"1179541112","repostType":2,"repost":{"id":"1179541112","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":1765188349,"share":"https://www.laohunote.com/m/news/1179541112?lang=zh_CN&edition=full","pubTime":"2025-12-08 18:05","market":"hk","language":"zh","title":"小米集团:12月8日斥资约2.04亿港元回购股份480万股","url":"https://stock-news.laohu8.com/highlight/detail?id=1179541112","media":"老虎资讯综合","summary":"12月8日,$小米集团-W(01810)$:12月8日斥资约2.04亿港元回购股份48万股。","content":"<html><head></head><body><p>12月8日,<a href=\"https://laohu8.com/S/01810\">小米集团-W</a>:12月8日斥资约2.04亿港元回购股份480万股,每股回购价格为42.14港元-42.72港元。</p><p class=\"t-img-caption\"><img src=\"https://static.tigerbbs.com/63b2249b25a11e363bd94f78ecd65924\" title=\"\" tg-width=\"1363\" tg-height=\"695\"/></p><p></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>小米集团:12月8日斥资约2.04亿港元回购股份480万股</title>\n<style 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16:44","market":"us","language":"zh","title":"重磅信号,特斯拉与游戏驿站登上了被做空榜单","url":"https://stock-news.laohu8.com/highlight/detail?id=1172086448","media":"金十数据","summary":"一些股票开始成为做空候选目标。","content":"<html><head></head><body><p style=\"text-align: justify;\">Wolfe Research表示:随着大盘市场的上涨,一些股票开始成为做空候选目标。上周美股上涨,继2025年到目前为止的积极表现之后,纳斯达克综合指数领涨,上涨了2.6%。随后是标准普尔500指数和道琼斯工业平均指数,分别上涨了1.5%和0.6%。这一强劲表现是在投资者消化了最新的通胀数据后出现的,尽管头条通胀数字高于预期,但数据可能表明价格压力有所减轻。</p><p style=\"text-align: justify;\">尽管如此,一些股票可能已经被过度推高,使其成为投资者做空的主要目标。基于这一背景,Wolfe Research列出了其“做空股票”名单,这些股票最常出现在该公司16个做空筛选器的筛选结果中。特斯拉和游戏驿站都进入了名单,两者在Wolfe的做空筛选器中都出现了四次。<strong>特斯拉的做空利率为2.3%</strong>,<strong>而GameStop的做空利率为7.9%</strong>。特斯拉的股票在过去12个月上涨了近80%,而GameStop在此期间上涨了超过90%。这两只股票也在经历了一些亏损交易后,最近都有了上涨的表现。</p><p style=\"text-align: justify;\">上周三,特斯拉结束了五天的下跌趋势,股价上涨了2.4%,此前上周二的交易中股价下跌了6.3%。上周二的下跌发生在比亚迪透露正在与DeepSeek共同开发自动驾驶技术之后。上周特斯拉累跌1.6%。</p><p></p><p class=\"t-img-caption\"><img src=\"https://static.tigerbbs.com/c22ccfbd93a5c4673ea96fda499fb3c5\" title=\"\" 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href=\"https://xnews.jin10.com/details/163723\">网页链接</a>\n\n</div>\n\n\n</article>\n</div>\n</body>\n</html>\n","type":0,"thumbnail":"https://community-static.tradeup.com/news/9a60a6e0acc961e4c8c72cb13fa65364","relate_stocks":{"GME":"游戏驿站","TSLA":"特斯拉"},"source_url":"https://xnews.jin10.com/details/163723","is_english":false,"share_image_url":"https://static.laohu8.com/e9f99090a1c2ed51c021029395664489","article_id":"1172086448","content_text":"Wolfe Research表示:随着大盘市场的上涨,一些股票开始成为做空候选目标。上周美股上涨,继2025年到目前为止的积极表现之后,纳斯达克综合指数领涨,上涨了2.6%。随后是标准普尔500指数和道琼斯工业平均指数,分别上涨了1.5%和0.6%。这一强劲表现是在投资者消化了最新的通胀数据后出现的,尽管头条通胀数字高于预期,但数据可能表明价格压力有所减轻。尽管如此,一些股票可能已经被过度推高,使其成为投资者做空的主要目标。基于这一背景,Wolfe Research列出了其“做空股票”名单,这些股票最常出现在该公司16个做空筛选器的筛选结果中。特斯拉和游戏驿站都进入了名单,两者在Wolfe的做空筛选器中都出现了四次。特斯拉的做空利率为2.3%,而GameStop的做空利率为7.9%。特斯拉的股票在过去12个月上涨了近80%,而GameStop在此期间上涨了超过90%。这两只股票也在经历了一些亏损交易后,最近都有了上涨的表现。上周三,特斯拉结束了五天的下跌趋势,股价上涨了2.4%,此前上周二的交易中股价下跌了6.3%。上周二的下跌发生在比亚迪透露正在与DeepSeek共同开发自动驾驶技术之后。上周特斯拉累跌1.6%。游戏驿站上周涨了9.18%。此前有三名消息人士表示,该公司正在考虑投资比特币和其他加密货币。美国钢铁也出现在做空名单上,做空利率为12.8%。目前该股的年涨幅约13%。","news_type":1,"symbols_score_info":{"TSLA":1.1,"GME":1.1}},"isVote":1,"tweetType":1,"viewCount":829,"authorTweetTopStatus":1,"verified":2,"comments":[{"author":{"id":"3560418186602071","authorId":"3560418186602071","name":"畜牧教主马斯克","avatar":"https://static.tigerbbs.com/58bf1dddf2200bde0bbfcaedaadea959","crmLevel":3,"crmLevelSwitch":1,"authorIdStr":"3560418186602071","idStr":"3560418186602071"},"content":"[开心]盈利了吧,300有点高了啊","text":"[开心]盈利了吧,300有点高了啊","html":"[开心]盈利了吧,300有点高了啊"}],"imageCount":0,"langContent":"CN","totalScore":0},{"id":406453527286312,"gmtCreate":1740276528797,"gmtModify":1740276530105,"author":{"id":"3464650551454893","authorId":"3464650551454893","name":"浪潮上的小舢板","avatar":"https://static.tigerbbs.com/f4f09f9717274b4d5e1da4831966b3bf","crmLevel":6,"crmLevelSwitch":1,"followedFlag":false,"authorIdStr":"3464650551454893","idStr":"3464650551454893"},"themes":[],"title":"","htmlText":"<a href=\"https://laohu8.com/S/TSLA\">$特斯拉(TSLA)$ </a><v-v data-views=\"0\"></v-v> 特斯拉是好公司,也是好股票,但是短期看空。趋势也很明显。","listText":"<a href=\"https://laohu8.com/S/TSLA\">$特斯拉(TSLA)$ </a><v-v data-views=\"0\"></v-v> 特斯拉是好公司,也是好股票,但是短期看空。趋势也很明显。","text":"$特斯拉(TSLA)$ 特斯拉是好公司,也是好股票,但是短期看空。趋势也很明显。","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":2,"commentSize":5,"repostSize":1,"link":"https://laohu8.com/post/406453527286312","isVote":1,"tweetType":1,"viewCount":5796,"authorTweetTopStatus":1,"verified":2,"comments":[{"author":{"id":"3560418186602071","authorId":"3560418186602071","name":"畜牧教主马斯克","avatar":"https://static.tigerbbs.com/58bf1dddf2200bde0bbfcaedaadea959","crmLevel":3,"crmLevelSwitch":1,"authorIdStr":"3560418186602071","idStr":"3560418186602071"},"content":"[得意]小心挂着马斯克头像的人就来了说你没认知了","text":"[得意]小心挂着马斯克头像的人就来了说你没认知了","html":"[得意]小心挂着马斯克头像的人就来了说你没认知了"},{"author":{"id":"4192584719467360","authorId":"4192584719467360","name":"吧唧1","avatar":"https://community-static.tradeup.com/news/default-avatar.jpg","crmLevel":1,"crmLevelSwitch":0,"authorIdStr":"4192584719467360","idStr":"4192584719467360"},"content":"还没到低点,还有的降","text":"还没到低点,还有的降","html":"还没到低点,还有的降"}],"imageCount":0,"langContent":"CN","totalScore":0},{"id":361665453178952,"gmtCreate":1729315861931,"gmtModify":1729315864349,"author":{"id":"3464650551454893","authorId":"3464650551454893","name":"浪潮上的小舢板","avatar":"https://static.tigerbbs.com/f4f09f9717274b4d5e1da4831966b3bf","crmLevel":6,"crmLevelSwitch":1,"followedFlag":false,"authorIdStr":"3464650551454893","idStr":"3464650551454893"},"themes":[],"title":"","htmlText":"Whatever,buy!","listText":"Whatever,buy!","text":"Whatever,buy!","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":0,"commentSize":1,"repostSize":0,"link":"https://laohu8.com/post/361665453178952","repostId":"1168234774","repostType":4,"repost":{"id":"1168234774","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":1729074643,"share":"https://www.laohunote.com/m/news/1168234774?lang=zh_CN&edition=full","pubTime":"2024-10-16 18:30","market":"us","language":"zh","title":"财报前瞻 | 发布会“画饼”遭冷遇,特斯拉Q3业绩或靠中国市场提振","url":"https://stock-news.laohu8.com/highlight/detail?id=1168234774","media":"老虎资讯综合","summary":"$特斯拉$ 将于美东时间10月23日盘后发布2024财年第三季度业绩。上季度回顾财报显示,特斯拉二季度实现收入255亿美元,同比增长2%;经营利润为16.05亿元,同比下降33%,调整后每股收益0.52美元,同比下降43%。为提振销量,特斯拉大力促销,二季度单车收入下滑至4.17万美元,连续6个季度下降。而在美国市场, 8月结束的车辆融资优惠活动以及高端Cybertruck销量的提升,可能也有助于特斯拉Q3的业绩。","content":"<html><head></head><body><p><a href=\"https://laohu8.com/S/TSLA\">特斯拉</a> 将于美东时间10月23日盘后发布2024财年第三季度业绩。根据彭博分析师预期,特斯拉2024财年第三季度营收为254.18亿美元,调整后净利润为20.52亿美元,调整后EPS为0.595美元。</p><p class=\"t-img-caption\"><img src=\"https://static.tigerbbs.com/c5dc8e3def0ca1a4403f6c479adc11ec\" title=\"\" tg-width=\"865\" tg-height=\"294\"/></p><h2 id=\"id_1557287307\">上季度回顾</h2><p>财报显示,特斯拉二季度实现收入255亿美元,同比增长2%;经营利润为16.05亿元,同比下降33%,调整后每股收益0.52美元,同比下降43%。</p><p class=\"t-img-caption\"><img src=\"https://static.tigerbbs.com/00a6058df5b9f77f299f5755641cf34a\" title=\"\" tg-width=\"865\" tg-height=\"865\"/></p><p>对于净利润的下滑,特斯拉表示,尽管采取了降价和低息融资等促销措施,以及裁员等节约成本和支出的举措,但<strong>特斯拉的销量仍显著下滑,导致净利润较去年同期下降。</strong></p><p>分业务看,特斯拉汽车业务营收198.78亿美元,同比下滑6.5%,分析师预期197.7亿;能源业务营收30.14亿美元,同比增长99.7%,大超分析师预期的23.6亿;服务及其他营收26亿,同比增长21.3%,略超分析师预期的24.6亿</p><p>销量不佳主要是中国新能源市场竞争加剧、欧洲新能源补贴退坡及高利率抑制消费。为提振销量,特斯拉大力促销,二季度单车收入下滑至4.17万美元,连续6个季度下降。</p><p>值得注意的是,过去四个季度,特斯拉的调整后每股收益均不及市场预期:</p><p class=\"t-img-caption\"><img src=\"https://static.tigerbbs.com/30c16dcaf63ea9ccf5bc45eb63f7bb93\" title=\"\" tg-width=\"567\" tg-height=\"242\"/></p><h2 id=\"id_1689990443\">本季度看点</h2><p><strong>“WE, ROBOT”发布会:远大的愿景还是马斯克的大饼</strong></p><p>10月10日,“WE, ROBOT”发布会终于在万众期待下召开,马斯克在会上发布了 Robotaxi ——正式命名为 Cybercab,<strong>没有方向盘和踏板</strong>,完全依靠AI和摄像头运行,预计将于 2026 年投入生产,成本不超过3万美元。</p><p>马斯克还展示了会跳舞和调酒的人形机器人。马斯克表示,特斯拉也将出售这些产品,最终售价为每台2万至3万美元。他宣称:“我认为这将是有史以来最伟大的产品。”</p><p>此次发布会是特斯拉未来战略的关键一环,有分析师预测,这一业务将为特斯拉带来巨大的收入潜力,并上调了特斯拉的目标股价,认为Robotaxi业务可能为特斯拉带来1.53万亿美元的营收。</p><p>但更多的分析师认为,整场活动缺乏关键信息和具体细节,尤其是新产品的生产时间表、技术细节、以及如何获得监管批准等关键问题。</p><p>美国国家公路交通安全管理局(NHTSA)周二(10月15日)表示,特斯拉还没有为无方向盘的Cybercab申请道路豁免。根据规定,汽车制造商在获得豁免的情况下,NHTSA通常允许每年部署2500辆汽车,这意味着即使Cybercab上路,它最终也将是一个小众产品。</p><p>从股价表现上看,市场对于此次发布会的定义,至少从短时间来看,仍然是“画饼”>“愿景”。</p><p><strong>回归本源:中国市场销量或提振业绩</strong></p><p>本季度,特斯拉的交付增长很可能将得到中国市场的支持,尽管面临着来自本土竞争对手的激烈竞争以及消费者需求的放缓,但长达五年的零利率贷款以及部分车型的即时折扣,一定程度上刺激了中国市场销量。</p><p>另一方面,特斯拉中国销售增长还归功于政府的优惠政策,中国政府在内需萎缩的情况下,增加了换购新车时的补贴以刺激消费,这被认有助于需求的恢复。</p><p>虽然特斯拉没有披露其在中国市场的交付数据,但根据中国乘用车协会的数据,特斯拉9月份的销量同比增长了19.2%,其中Model Y交付48,202辆,创下单月交付新高,表明这些激励措施正在产生积极影响。</p><p>而在美国市场, 8月结束的车辆融资优惠活动以及高端Cybertruck销量的提升,可能也有助于特斯拉Q3的业绩。</p><p>虽然Model Y三季度在美国市场的交付量同比有下滑,但仍是美国市场交付量最高的电动汽车,Model 3和电动皮卡Cybertruck分列第2和第3,特斯拉也就包揽了三季度美国市场电动汽车交付量的前3名。</p><p>另外,汽车研究机构Kelley Blue Book (KBB)的调查数据显示,特斯拉Cybertruck在第三季度成为美国最受欢迎的电动卡车,预计销量达到16,692辆,超过 <a href=\"https://laohu8.com/S/F\">福特汽车</a> 、 <a href=\"https://laohu8.com/S/GM\">通用汽车</a> 和 <a href=\"https://laohu8.com/S/RIVN\">Rivian Automotive, Inc.</a> 等竞争对手的总和。</p><h2 id=\"id_3628788469\">评级与目标价</h2><p>彭博统计数据显示,根据61家知名券商机构对特斯拉的最新评级,“买入”评级占比为41%,目标价均价217.25美元,较本周二(10月15日)美股收盘价小幅折价1.05%。</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>财报前瞻 | 发布会“画饼”遭冷遇,特斯拉Q3业绩或靠中国市场提振</title>\n<style 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}\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财报前瞻 | 发布会“画饼”遭冷遇,特斯拉Q3业绩或靠中国市场提振\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\">2024-10-16 18:30</p>\n</div>\n\n</a>\n\n\n</h4>\n\n</header>\n<article>\n<html><head></head><body><p><a href=\"https://laohu8.com/S/TSLA\">特斯拉</a> 将于美东时间10月23日盘后发布2024财年第三季度业绩。根据彭博分析师预期,特斯拉2024财年第三季度营收为254.18亿美元,调整后净利润为20.52亿美元,调整后EPS为0.595美元。</p><p class=\"t-img-caption\"><img src=\"https://static.tigerbbs.com/c5dc8e3def0ca1a4403f6c479adc11ec\" title=\"\" tg-width=\"865\" tg-height=\"294\"/></p><h2 id=\"id_1557287307\">上季度回顾</h2><p>财报显示,特斯拉二季度实现收入255亿美元,同比增长2%;经营利润为16.05亿元,同比下降33%,调整后每股收益0.52美元,同比下降43%。</p><p class=\"t-img-caption\"><img src=\"https://static.tigerbbs.com/00a6058df5b9f77f299f5755641cf34a\" title=\"\" tg-width=\"865\" tg-height=\"865\"/></p><p>对于净利润的下滑,特斯拉表示,尽管采取了降价和低息融资等促销措施,以及裁员等节约成本和支出的举措,但<strong>特斯拉的销量仍显著下滑,导致净利润较去年同期下降。</strong></p><p>分业务看,特斯拉汽车业务营收198.78亿美元,同比下滑6.5%,分析师预期197.7亿;能源业务营收30.14亿美元,同比增长99.7%,大超分析师预期的23.6亿;服务及其他营收26亿,同比增长21.3%,略超分析师预期的24.6亿</p><p>销量不佳主要是中国新能源市场竞争加剧、欧洲新能源补贴退坡及高利率抑制消费。为提振销量,特斯拉大力促销,二季度单车收入下滑至4.17万美元,连续6个季度下降。</p><p>值得注意的是,过去四个季度,特斯拉的调整后每股收益均不及市场预期:</p><p class=\"t-img-caption\"><img src=\"https://static.tigerbbs.com/30c16dcaf63ea9ccf5bc45eb63f7bb93\" title=\"\" tg-width=\"567\" tg-height=\"242\"/></p><h2 id=\"id_1689990443\">本季度看点</h2><p><strong>“WE, ROBOT”发布会:远大的愿景还是马斯克的大饼</strong></p><p>10月10日,“WE, ROBOT”发布会终于在万众期待下召开,马斯克在会上发布了 Robotaxi ——正式命名为 Cybercab,<strong>没有方向盘和踏板</strong>,完全依靠AI和摄像头运行,预计将于 2026 年投入生产,成本不超过3万美元。</p><p>马斯克还展示了会跳舞和调酒的人形机器人。马斯克表示,特斯拉也将出售这些产品,最终售价为每台2万至3万美元。他宣称:“我认为这将是有史以来最伟大的产品。”</p><p>此次发布会是特斯拉未来战略的关键一环,有分析师预测,这一业务将为特斯拉带来巨大的收入潜力,并上调了特斯拉的目标股价,认为Robotaxi业务可能为特斯拉带来1.53万亿美元的营收。</p><p>但更多的分析师认为,整场活动缺乏关键信息和具体细节,尤其是新产品的生产时间表、技术细节、以及如何获得监管批准等关键问题。</p><p>美国国家公路交通安全管理局(NHTSA)周二(10月15日)表示,特斯拉还没有为无方向盘的Cybercab申请道路豁免。根据规定,汽车制造商在获得豁免的情况下,NHTSA通常允许每年部署2500辆汽车,这意味着即使Cybercab上路,它最终也将是一个小众产品。</p><p>从股价表现上看,市场对于此次发布会的定义,至少从短时间来看,仍然是“画饼”>“愿景”。</p><p><strong>回归本源:中国市场销量或提振业绩</strong></p><p>本季度,特斯拉的交付增长很可能将得到中国市场的支持,尽管面临着来自本土竞争对手的激烈竞争以及消费者需求的放缓,但长达五年的零利率贷款以及部分车型的即时折扣,一定程度上刺激了中国市场销量。</p><p>另一方面,特斯拉中国销售增长还归功于政府的优惠政策,中国政府在内需萎缩的情况下,增加了换购新车时的补贴以刺激消费,这被认有助于需求的恢复。</p><p>虽然特斯拉没有披露其在中国市场的交付数据,但根据中国乘用车协会的数据,特斯拉9月份的销量同比增长了19.2%,其中Model Y交付48,202辆,创下单月交付新高,表明这些激励措施正在产生积极影响。</p><p>而在美国市场, 8月结束的车辆融资优惠活动以及高端Cybertruck销量的提升,可能也有助于特斯拉Q3的业绩。</p><p>虽然Model Y三季度在美国市场的交付量同比有下滑,但仍是美国市场交付量最高的电动汽车,Model 3和电动皮卡Cybertruck分列第2和第3,特斯拉也就包揽了三季度美国市场电动汽车交付量的前3名。</p><p>另外,汽车研究机构Kelley Blue Book (KBB)的调查数据显示,特斯拉Cybertruck在第三季度成为美国最受欢迎的电动卡车,预计销量达到16,692辆,超过 <a href=\"https://laohu8.com/S/F\">福特汽车</a> 、 <a href=\"https://laohu8.com/S/GM\">通用汽车</a> 和 <a href=\"https://laohu8.com/S/RIVN\">Rivian Automotive, Inc.</a> 等竞争对手的总和。</p><h2 id=\"id_3628788469\">评级与目标价</h2><p>彭博统计数据显示,根据61家知名券商机构对特斯拉的最新评级,“买入”评级占比为41%,目标价均价217.25美元,较本周二(10月15日)美股收盘价小幅折价1.05%。</p></body></html>\n\n</article>\n</div>\n</body>\n</html>\n","type":0,"thumbnail":"https://static.tigerbbs.com/340d3c04436bbba1df239d6d4a7e3fd2","relate_stocks":{"TSLA":"特斯拉"},"source_url":"","is_english":false,"share_image_url":"https://static.laohu8.com/e9f99090a1c2ed51c021029395664489","article_id":"1168234774","content_text":"特斯拉 将于美东时间10月23日盘后发布2024财年第三季度业绩。根据彭博分析师预期,特斯拉2024财年第三季度营收为254.18亿美元,调整后净利润为20.52亿美元,调整后EPS为0.595美元。上季度回顾财报显示,特斯拉二季度实现收入255亿美元,同比增长2%;经营利润为16.05亿元,同比下降33%,调整后每股收益0.52美元,同比下降43%。对于净利润的下滑,特斯拉表示,尽管采取了降价和低息融资等促销措施,以及裁员等节约成本和支出的举措,但特斯拉的销量仍显著下滑,导致净利润较去年同期下降。分业务看,特斯拉汽车业务营收198.78亿美元,同比下滑6.5%,分析师预期197.7亿;能源业务营收30.14亿美元,同比增长99.7%,大超分析师预期的23.6亿;服务及其他营收26亿,同比增长21.3%,略超分析师预期的24.6亿销量不佳主要是中国新能源市场竞争加剧、欧洲新能源补贴退坡及高利率抑制消费。为提振销量,特斯拉大力促销,二季度单车收入下滑至4.17万美元,连续6个季度下降。值得注意的是,过去四个季度,特斯拉的调整后每股收益均不及市场预期:本季度看点“WE, ROBOT”发布会:远大的愿景还是马斯克的大饼10月10日,“WE, ROBOT”发布会终于在万众期待下召开,马斯克在会上发布了 Robotaxi ——正式命名为 Cybercab,没有方向盘和踏板,完全依靠AI和摄像头运行,预计将于 2026 年投入生产,成本不超过3万美元。马斯克还展示了会跳舞和调酒的人形机器人。马斯克表示,特斯拉也将出售这些产品,最终售价为每台2万至3万美元。他宣称:“我认为这将是有史以来最伟大的产品。”此次发布会是特斯拉未来战略的关键一环,有分析师预测,这一业务将为特斯拉带来巨大的收入潜力,并上调了特斯拉的目标股价,认为Robotaxi业务可能为特斯拉带来1.53万亿美元的营收。但更多的分析师认为,整场活动缺乏关键信息和具体细节,尤其是新产品的生产时间表、技术细节、以及如何获得监管批准等关键问题。美国国家公路交通安全管理局(NHTSA)周二(10月15日)表示,特斯拉还没有为无方向盘的Cybercab申请道路豁免。根据规定,汽车制造商在获得豁免的情况下,NHTSA通常允许每年部署2500辆汽车,这意味着即使Cybercab上路,它最终也将是一个小众产品。从股价表现上看,市场对于此次发布会的定义,至少从短时间来看,仍然是“画饼”>“愿景”。回归本源:中国市场销量或提振业绩本季度,特斯拉的交付增长很可能将得到中国市场的支持,尽管面临着来自本土竞争对手的激烈竞争以及消费者需求的放缓,但长达五年的零利率贷款以及部分车型的即时折扣,一定程度上刺激了中国市场销量。另一方面,特斯拉中国销售增长还归功于政府的优惠政策,中国政府在内需萎缩的情况下,增加了换购新车时的补贴以刺激消费,这被认有助于需求的恢复。虽然特斯拉没有披露其在中国市场的交付数据,但根据中国乘用车协会的数据,特斯拉9月份的销量同比增长了19.2%,其中Model Y交付48,202辆,创下单月交付新高,表明这些激励措施正在产生积极影响。而在美国市场, 8月结束的车辆融资优惠活动以及高端Cybertruck销量的提升,可能也有助于特斯拉Q3的业绩。虽然Model Y三季度在美国市场的交付量同比有下滑,但仍是美国市场交付量最高的电动汽车,Model 3和电动皮卡Cybertruck分列第2和第3,特斯拉也就包揽了三季度美国市场电动汽车交付量的前3名。另外,汽车研究机构Kelley Blue Book (KBB)的调查数据显示,特斯拉Cybertruck在第三季度成为美国最受欢迎的电动卡车,预计销量达到16,692辆,超过 福特汽车 、 通用汽车 和 Rivian Automotive, Inc. 等竞争对手的总和。评级与目标价彭博统计数据显示,根据61家知名券商机构对特斯拉的最新评级,“买入”评级占比为41%,目标价均价217.25美元,较本周二(10月15日)美股收盘价小幅折价1.05%。","news_type":1,"symbols_score_info":{"TSLA":1.1}},"isVote":1,"tweetType":1,"viewCount":6209,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"EN","totalScore":0},{"id":259539883810944,"gmtCreate":1704374281949,"gmtModify":1704375012662,"author":{"id":"3464650551454893","authorId":"3464650551454893","name":"浪潮上的小舢板","avatar":"https://static.tigerbbs.com/f4f09f9717274b4d5e1da4831966b3bf","crmLevel":6,"crmLevelSwitch":1,"followedFlag":false,"authorIdStr":"3464650551454893","idStr":"3464650551454893"},"themes":[],"title":"","htmlText":"<a href=\"https://laohu8.com/S/LKNCY\">$瑞幸咖啡(LKNCY)$</a> 是时候买入了。","listText":"<a href=\"https://laohu8.com/S/LKNCY\">$瑞幸咖啡(LKNCY)$</a> 是时候买入了。","text":"$瑞幸咖啡(LKNCY)$ 是时候买入了。","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":2,"commentSize":0,"repostSize":0,"link":"https://laohu8.com/post/259539883810944","isVote":1,"tweetType":1,"viewCount":1665,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"CN","totalScore":0}],"lives":[]}