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起司_9213
02-07
是名义上的黄金还是真的实物黄金。
中国央行黄金储备"十五连增",1月环比增持4万盎司,增持节奏略有加快
起司_9213
02-07
当年电动车推广,一堆人说不合算,包括现在也是。当年测试重复利用火箭,全部人都说不可能,说马斯克低估了难度。当年的种种不可能,慢慢都变得可能
发射100万颗卫星,马斯克要干什么?
起司_9213
02-05
现在这些公司如果没有一两个特别稳的主营业务赚钱,很快 公司就会被 AI烧光。
谷歌“烧钱”攻AI吓跌自身股价,却点燃半导体生态链:英伟达、博通受益最大?
起司_9213
01-08
你有特斯拉股票吗
特斯拉:一家或将陷入衰退的成长型企业
起司_9213
01-06
这是对韩国这个亲华政府的奖励。
【SMM新能源快讯】韩国电解液龙头,拿下“宁王”万亿韩元大单
起司_9213
01-05
中小学生可以用
苹果出招“跨界王炸”!首款iPhone芯MacBook杀入4000元档
起司_9213
01-05
本来想拍马屁,结果拍老虎屁股了
特斯拉这波操作太意外!优秀员工提增产建议被开除,理由出人意料
起司_9213
2025-11-08
加油京东,名字有点土气
京东狼族机器人全球智能工厂项目签约落地无锡
起司_9213
2025-10-15
不明觉厉
美联储主席鲍威尔:可能会在未来数月停止缩表
起司_9213
2025-10-07
才 降价 10%,但是配置却少了很多,有点不太值。难怪股价跌了,起码降到 3 万美金以下才有竞争力。
Tesla柏林工厂经理称新简化版Model Y价格将降低约10%
起司_9213
2025-10-05
立讯精密不在其中
消息称OpenAI首席执行官奥特曼全球奔走,寻求融资和合作伙伴
起司_9213
2025-09-25
这么大的公司,做事情那么 low
小米集团股价创近3个月新高!今晚将发布小米17正面迎战iPhone
起司_9213
2025-09-24
能遮风挡雨,夏天有空调,冬天有暖风 足够
代号E41低价Model Y曝光 配置大幅精简 “毛坯房”变“草房”
起司_9213
2025-09-19
让 Kumar 去 meta 吧。 印度人太会说了。
特斯拉Optimus AI团队负责人Ashish Kumar离职,加盟Meta
起司_9213
2025-09-16
三花智控主营业务会随着智能驾驶的发展而继续增长,尤其是 cybercab。所谓机器人业务执行器,感觉还有点难成气候。
起司_9213
2025-09-11
通过在特斯拉附近建厂来疯狂蹭特斯拉热度。也就是自己啥也不是,非要天天去高端场合里扫地打扫卫生
追觅拟特斯拉附近盖厂,新车明年CES首发
起司_9213
2025-07-28
陪跑 孙割
起司_9213
2025-07-28
20 万以内可能还有点竞争力
特斯拉廉价版Model Y曝光:车内中通道断开、后排屏幕没了
起司_9213
2025-07-28
$Tron Inc.(TRON)$
有没有被孙割 割到,我打算入坑陪他走一段
起司_9213
2025-07-08
这是大事
特斯拉全球最大超充站落成:完全依赖太阳能
去老虎APP查看更多动态
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10:11","market":"us","language":"zh","title":"中国央行黄金储备\"十五连增\",1月环比增持4万盎司,增持节奏略有加快","url":"https://stock-news.laohu8.com/highlight/detail?id=1175619895","media":"老虎资讯综合","summary":"2月7日,中国央行数据显示,中国1月末黄金储备报7419万盎司,2025年12月末为7415万盎司,为连续第15个月增持黄金。","content":"<html><head></head><body><blockquote><p>国家外汇管理局统计数据显示,截至2026年1月末,我国外汇储备规模为33991亿美元,较2025年12月末上升412亿美元,升幅为1.23%。央行数据显示,中国1月末黄金储备报7419万盎司,12月末为7415万盎司,为连续第15个月增持黄金。</p></blockquote><p style=\"text-align: justify;\"><strong>2月7日,中国央行数据显示,中国1月末黄金储备报7419万盎司,12月末为7415万盎司,为连续第15个月增持黄金。</strong></p><p class=\"t-img-caption\"><img src=\"https://static.tigerbbs.com/336665c8897455aff1b78bf9124145ac\" tg-width=\"297\" tg-height=\"402\"/></p><p style=\"text-align: justify;\"><strong>从近期增持节奏看,这种温和增持态势已持续数月。去年11月末和12月末,黄金储备分别环比增加3万盎司,今年1月份环比增持4万盎司,略有上升。</strong></p><p style=\"text-align: justify;\"><strong>国家外汇管理局统计数据显示,截至2026年1月末,我国外汇储备规模为33991亿美元,较2025年12月末上升412亿美元,升幅为1.23%。</strong></p><p style=\"text-align: justify;\">2026年1月,受主要经济体财政政策、货币政策及预期等因素影响,美元指数下跌,全球主要金融资产价格总体上涨。汇率折算和资产价格变化等因素综合作用,当月外汇储备规模上升。</p><p style=\"text-align: justify;\">我国经济运行稳中有进,发展韧性进一步彰显,为外汇储备规模保持基本稳定提供支撑。</p><p style=\"text-align: justify;\">本周黄金收报4961美元,累涨1.38%,较1月份的历史高点仍跌超11%。华尔街分析师认为近期的剧烈波动更像是长期上涨趋势中的暂时性回调。</p><p style=\"text-align: justify;\">机构策略师指出,支撑金价的地缘政治紧张、贸易政策不确定性以及对债务的担忧并未消散。多家投行分析显示,当前的下跌并未破坏长期投资逻辑,反而可能是这一轮历史性牛市中的买入机会。</p><p style=\"text-align: justify;\">AJ Bell投资总监Russ Mould在周一的报告中指出,黄金目前正处于自1971年以来的第三轮主要牛市中,而此前两次牛市都曾经历过多次大幅回调。</p><p style=\"text-align: justify;\">华泰报告指出,全球央行正持续增持黄金,预计2026-2030年每年新增需求约800吨,构成金价长期支撑。</p><p style=\"text-align: justify;\">若黄金在全球金融资产中的配置比例从当前约2.9%升至4.3%-4.8%,结合个人及机构投资存量增长与金融资产规模扩张,测算显示2026/2027/2028年金价预期值有望达到5463/6059/6848美元/盎司。</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>中国央行黄金储备\"十五连增\",1月环比增持4万盎司,增持节奏略有加快</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中国央行黄金储备\"十五连增\",1月环比增持4万盎司,增持节奏略有加快\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\">2026-02-07 10:11</p>\n</div>\n\n</a>\n\n\n</h4>\n\n</header>\n<article>\n<html><head></head><body><blockquote><p>国家外汇管理局统计数据显示,截至2026年1月末,我国外汇储备规模为33991亿美元,较2025年12月末上升412亿美元,升幅为1.23%。央行数据显示,中国1月末黄金储备报7419万盎司,12月末为7415万盎司,为连续第15个月增持黄金。</p></blockquote><p style=\"text-align: justify;\"><strong>2月7日,中国央行数据显示,中国1月末黄金储备报7419万盎司,12月末为7415万盎司,为连续第15个月增持黄金。</strong></p><p class=\"t-img-caption\"><img src=\"https://static.tigerbbs.com/336665c8897455aff1b78bf9124145ac\" tg-width=\"297\" tg-height=\"402\"/></p><p style=\"text-align: justify;\"><strong>从近期增持节奏看,这种温和增持态势已持续数月。去年11月末和12月末,黄金储备分别环比增加3万盎司,今年1月份环比增持4万盎司,略有上升。</strong></p><p style=\"text-align: justify;\"><strong>国家外汇管理局统计数据显示,截至2026年1月末,我国外汇储备规模为33991亿美元,较2025年12月末上升412亿美元,升幅为1.23%。</strong></p><p style=\"text-align: justify;\">2026年1月,受主要经济体财政政策、货币政策及预期等因素影响,美元指数下跌,全球主要金融资产价格总体上涨。汇率折算和资产价格变化等因素综合作用,当月外汇储备规模上升。</p><p style=\"text-align: justify;\">我国经济运行稳中有进,发展韧性进一步彰显,为外汇储备规模保持基本稳定提供支撑。</p><p style=\"text-align: justify;\">本周黄金收报4961美元,累涨1.38%,较1月份的历史高点仍跌超11%。华尔街分析师认为近期的剧烈波动更像是长期上涨趋势中的暂时性回调。</p><p style=\"text-align: justify;\">机构策略师指出,支撑金价的地缘政治紧张、贸易政策不确定性以及对债务的担忧并未消散。多家投行分析显示,当前的下跌并未破坏长期投资逻辑,反而可能是这一轮历史性牛市中的买入机会。</p><p style=\"text-align: justify;\">AJ Bell投资总监Russ Mould在周一的报告中指出,黄金目前正处于自1971年以来的第三轮主要牛市中,而此前两次牛市都曾经历过多次大幅回调。</p><p style=\"text-align: justify;\">华泰报告指出,全球央行正持续增持黄金,预计2026-2030年每年新增需求约800吨,构成金价长期支撑。</p><p style=\"text-align: justify;\">若黄金在全球金融资产中的配置比例从当前约2.9%升至4.3%-4.8%,结合个人及机构投资存量增长与金融资产规模扩张,测算显示2026/2027/2028年金价预期值有望达到5463/6059/6848美元/盎司。</p></body></html>\n\n</article>\n</div>\n</body>\n</html>\n","type":0,"thumbnail":"https://static.tigerbbs.com/c307757575ffe3d6ca9295ced646627f","relate_stocks":{},"source_url":"","is_english":false,"share_image_url":"https://static.laohu8.com/e9f99090a1c2ed51c021029395664489","article_id":"1175619895","content_text":"国家外汇管理局统计数据显示,截至2026年1月末,我国外汇储备规模为33991亿美元,较2025年12月末上升412亿美元,升幅为1.23%。央行数据显示,中国1月末黄金储备报7419万盎司,12月末为7415万盎司,为连续第15个月增持黄金。2月7日,中国央行数据显示,中国1月末黄金储备报7419万盎司,12月末为7415万盎司,为连续第15个月增持黄金。从近期增持节奏看,这种温和增持态势已持续数月。去年11月末和12月末,黄金储备分别环比增加3万盎司,今年1月份环比增持4万盎司,略有上升。国家外汇管理局统计数据显示,截至2026年1月末,我国外汇储备规模为33991亿美元,较2025年12月末上升412亿美元,升幅为1.23%。2026年1月,受主要经济体财政政策、货币政策及预期等因素影响,美元指数下跌,全球主要金融资产价格总体上涨。汇率折算和资产价格变化等因素综合作用,当月外汇储备规模上升。我国经济运行稳中有进,发展韧性进一步彰显,为外汇储备规模保持基本稳定提供支撑。本周黄金收报4961美元,累涨1.38%,较1月份的历史高点仍跌超11%。华尔街分析师认为近期的剧烈波动更像是长期上涨趋势中的暂时性回调。机构策略师指出,支撑金价的地缘政治紧张、贸易政策不确定性以及对债务的担忧并未消散。多家投行分析显示,当前的下跌并未破坏长期投资逻辑,反而可能是这一轮历史性牛市中的买入机会。AJ Bell投资总监Russ Mould在周一的报告中指出,黄金目前正处于自1971年以来的第三轮主要牛市中,而此前两次牛市都曾经历过多次大幅回调。华泰报告指出,全球央行正持续增持黄金,预计2026-2030年每年新增需求约800吨,构成金价长期支撑。若黄金在全球金融资产中的配置比例从当前约2.9%升至4.3%-4.8%,结合个人及机构投资存量增长与金融资产规模扩张,测算显示2026/2027/2028年金价预期值有望达到5463/6059/6848美元/盎司。","news_type":1,"symbols_score_info":{"GCmain":2}},"isVote":1,"tweetType":1,"viewCount":67,"authorTweetTopStatus":1,"verified":2,"comments":[{"author":{"id":"3492687166390215","authorId":"3492687166390215","name":"哈莉奎亚","avatar":"https://static.tigerbbs.com/a3eb2df7dc5238f6571e0eebb6bd171c","crmLevel":1,"crmLevelSwitch":0,"authorIdStr":"3492687166390215","idStr":"3492687166390215"},"content":"多读点书,少上网","text":"多读点书,少上网","html":"多读点书,少上网"}],"imageCount":0,"langContent":"CN","totalScore":0},{"id":530123179820528,"gmtCreate":1770445527314,"gmtModify":1770445530207,"author":{"id":"3464653850399717","authorId":"3464653850399717","name":"起司_9213","avatar":"https://static.tigerbbs.com/b289deca4491f8ad58d28ab9cc1d2890","crmLevel":2,"crmLevelSwitch":0,"followedFlag":false,"authorIdStr":"3464653850399717","idStr":"3464653850399717"},"themes":[],"title":"","htmlText":"当年电动车推广,一堆人说不合算,包括现在也是。当年测试重复利用火箭,全部人都说不可能,说马斯克低估了难度。当年的种种不可能,慢慢都变得可能","listText":"当年电动车推广,一堆人说不合算,包括现在也是。当年测试重复利用火箭,全部人都说不可能,说马斯克低估了难度。当年的种种不可能,慢慢都变得可能","text":"当年电动车推广,一堆人说不合算,包括现在也是。当年测试重复利用火箭,全部人都说不可能,说马斯克低估了难度。当年的种种不可能,慢慢都变得可能","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":4,"commentSize":0,"repostSize":0,"link":"https://laohu8.com/post/530123179820528","repostId":"1168542941","repostType":4,"repost":{"id":"1168542941","kind":"news","pubTimestamp":1770444835,"share":"https://www.laohu8.com/m/news/1168542941?lang=zh_CN&edition=full","pubTime":"2026-02-07 14:13","market":"us","language":"zh","title":"发射100万颗卫星,马斯克要干什么?","url":"https://stock-news.laohu8.com/highlight/detail?id=1168542941","media":"中国新闻周刊","summary":"SpaceX向美国FCC申请发射最多100万颗卫星,计划构建覆盖全球的轨道数据中心网络,实现“大模型上天”,通过在轨算力直接处理数据,减轻地面数据中心压力并提高效率。近日,有SpaceX股东向媒体回应,合并已获董事会批准。当地时间2月4日,FCC宣布正式受理该申请,开始征集公众意见。100万颗卫星布满天空,必然遇到发电效率的问题。前述航天科普专家表示,马斯克需要寻找低成本、抗辐射、高效率的光","content":"<html><head></head><body><blockquote><p>SpaceX向美国FCC申请发射最多100万颗卫星,计划构建覆盖全球的轨道数据中心网络,实现“大模型上天”,通过在轨算力直接处理数据,减轻地面数据中心压力并提高效率。专家指出,太空算力具备长期高强度太阳能供电和快速数据交换优势,但仍面临发电效率、散热、辐射防护、硬件可靠性、空间碎片及成本等挑战。</p></blockquote><p style=\"text-align: justify;\">马斯克又开始“左手倒右手”了。</p><p style=\"text-align: justify;\">2月3日,美国太空探索技术公司(SpaceX)创始人埃隆·马斯克在社交平台X上宣布,其创办的人工智能公司xAI将被SpaceX收购,从而打造“全球最具雄心的创新引擎”。近日,有SpaceX股东向媒体回应,合并已获董事会批准。</p><p style=\"text-align: justify;\">显然,这不是一次简单的商业合并。就在1月30日,SpaceX向美国联邦通信委员会(FCC)提交申请,计划发射“一个拥有前所未有计算能力的卫星星座”,用于支持AI大模型的在轨应用。这一星座最多将包含100万颗卫星,形成覆盖全球的轨道数据中心网络。当地时间2月4日,FCC宣布正式受理该申请,开始征集公众意见。</p><p style=\"text-align: justify;\"><strong>马斯克真正想要布局的是一个全新的增长点:太空计算。太空计算是指将计算资源部署在太空,通过卫星等基础设施实现数据处理和智能决策。马斯克曾公开表示,全球地面AI基建白热化,地球终将承载不了大模型所需算力,算力上天是必然选择。那么,他眼中“永远阳光明媚”、能够提供无限能源的太空,真的能成为大模型的未来温床吗?</strong></p><h2 id=\"id_1193982802\">发电效率依然是挑战</h2><p style=\"text-align: justify;\">这不是马斯克第一次大张旗鼓地做资产重组了。去年3月,刚成立两年的xAI 收购了社交平台X,形成了社交媒体与模型算力的闭环。</p><p style=\"text-align: justify;\">xAI与SpaceX的合并意味着前者将拥有稳定的发射能力,而后者则可拿到长期的卫星发射订单,从而形成“火箭发射+太空算力+AI大模型”的完整闭环。据SpaceX发布的文件,马斯克此次申请的星座将直接捕获太阳能,通过能源转换系统为轨道上的数据中心供电,从而供养大模型这一“吃电大户”。</p><p style=\"text-align: justify;\">这一构想有着诸多吸引力。据英国巴克莱银行研究团队2025年公布的数据,美国目前已规划的大型数据中心项目总容量超过45吉瓦,2030年将超过200吉瓦,占美国总发电量的40%。而高轨太空数据中心可长时间使用高强度太阳能,不受大气影响,发电效率可达地面太阳能的5倍。</p><p style=\"text-align: justify;\">“目前公认的太空计算应用是‘天数天算’。”国内资深航天专家雨广向《中国新闻周刊》介绍,以遥感卫星为例,其传统的工作模式是把遥感数据,例如卫星拍摄的照片用无线电传回地面,再处理形成数据产品加以利用,即“天数地算”。大模型的训练和推理都在地面,意味着大量算力仍部署在智算中心等核心枢纽。如果大模型能上天,这些数据能直接在太空被处理和分析,地面仅接收分析后的结果,就能解放地面设备占地。</p><p style=\"text-align: justify;\">这一应用前景国内外已成共识。在今年1月举办的“星算·智联”太空算力研讨会上,中国信息通信研究院总工程师何宝宏指出,打造太空算力体系,不仅能有效缓解星际数据的传输压力,提升遥感、通信、导航等空间信息服务的时效性,也有助于破解超大规模算力集群面临的能源供给等多重制约。</p><p style=\"text-align: justify;\">“天数天算”的核心优势是效率。雨广认为,大模型需要与数据库或其他大模型进行海量数据交换,若能与低轨的天基互联网卫星联网,通过微波或激光链路通信,其数据交换速度不逊于地面光纤网络。但同时,要实现数据全球覆盖,算力星座应是一个均匀的星座,不太可能都在同一轨道面上。</p><p style=\"text-align: justify;\">SpaceX此次申请并未公布太多技术细节,如卫星尺寸、质量等。其构想星座将在距地面500—2000公里的轨道范围内运行,轨道倾角30度,每个轨道层的高度跨度可达50公里,卫星之间采用激光通信。</p><p style=\"text-align: justify;\">100万颗卫星布满天空,必然遇到发电效率的问题。雨广指出,算力卫星理论上最适合的轨道——晨昏轨道,是一种特殊的太阳同步轨道,典型高度为距地面700—800公里。晨昏轨道卫星的轨道面与地球晨昏面大抵重合,使得卫星几乎一直能受到太阳照射。这一轨道上已有不少气象、科研卫星。而在其他轨道,卫星都会有一段时间进入地球阴影区。</p><p style=\"text-align: justify;\">显然,晨昏轨道只有一个轨道面,无法满足所有算力卫星的布设。“最坏的情况是,卫星在40%的运行时间里被地球遮蔽,无法通过太阳能发电,只能依靠配套的蓄电池,这会大大增加部署成本。就算SpaceX的可复用火箭‘星舰’今年实现了有效载荷上天,天上发电的成本依然显著高于地面。”雨广说。</p><p style=\"text-align: justify;\">此外,参考国际空间站,其拥有全球最大的太阳能帆板,总面积3000多平方米,相当于两个足球场大,最大发电功率约160千瓦。但雨广认为,以每平方米太阳能板的发电功率计算,要达到马斯克规划的吉瓦级别功率,太阳能板的总面积将以平方公里计,这对于材料和工程设计都是极大挑战。</p><h2 id=\"id_3263435524\">“账还算不过来”</h2><p style=\"text-align: justify;\">毋庸置疑的是,当前国内外企业都在加速推进太空计算的工程化落地。</p><p style=\"text-align: justify;\">去年11月,美国轨道数据中心初创企业Starcloud发射的Starcloud-1卫星成功运行了英伟达H100芯片,首次完成了大模型的在轨训练和推理任务。几乎同时,谷歌宣布启动“捕日者计划”,拟于2027年发射搭载自研大模型训练芯片的太阳能卫星。前述申请中,马斯克提出五年内实现“太空AI训练成本最低”的愿景,并规划每年部署100吉瓦的算力。</p><p style=\"text-align: justify;\">国内也有相应探索。去年5月,随着首批12颗计算卫星发射入轨,由浙江之江实验室牵头的“三体计算星座”正式进入组网阶段。该项目计划2030年建成,包含1000颗卫星,覆盖全球网络,是国内首个整轨互联的太空计算星座。据了解,“三体计算星座”将广泛应用于城市治理、应急救灾、环境监测等领域,在轨计算可将数据处理时间缩短至秒级。 </p><p style=\"text-align: justify;\">相比之下,对于“地数天算”这一更长远的应用,部分业内人士还持保留态度,因为人类社会绝大多数数据仍来源于地面,“地数天算”意味着将引入更大规模、更密集的在轨器件。北京星辰未来空间技术研究院院长张善从在前述太空算力研讨会上表示,太空算力仍面临安全等方面的挑战,包括辐射防护与硬件可靠性、空间碎片与自主避碰等。这依赖于关键技术突破,如超大规模姿轨协同控制、抗辐照芯片加固等。</p><p style=\"text-align: justify;\">雨广指出,大规模在轨器件受宇宙辐射的影响很大,芯片上天之后,高能粒子穿透芯片造成数据错误,使得大模型本身出错的概率提高,器件也更容易损坏。如果训练中途出错,整个训练过程可能都需要重来。即使只用于推理,一个频繁出错的商用大模型,也无法保证用户体验。</p><p style=\"text-align: justify;\">若加入防护和纠错设备,又将引入额外成本。有航天科普专家向《中国新闻周刊》表示,马斯克布局太空算力的野心,很大程度上来源于“星舰”提供的运力底气。SpaceX计划今年实现“星舰”的完全可重复使用,使太空进入成本骤降99%,每磅有效载荷的成本可降至100美元以下。SpaceX为“星链”项目申请了4.2万颗卫星许可,目前部署超9600颗,且仍在扩展。国内可重复使用运载火箭技术尚处于验证阶段,单次搭载卫星数量有限,“账还算不过来”。</p><p style=\"text-align: justify;\">散热也是个大问题。雨广指出,地面可以用水和空气等介质,靠对流散热把热量带走。而宇宙空间只有辐射散热一种散热形式,这意味着算力卫星可能需要非常大的散热板,同时不断调整姿态,一边获取太阳能,一边朝背对太阳的方向散热。</p><p style=\"text-align: justify;\">显然,马斯克也意识到了这些问题。<strong>据多家媒体报道,马斯克团队近期走访了中国多家光伏企业,考察设备、硅片、电池组件等全产业链环节。这次考察并非一时兴起。前述航天科普专家表示,马斯克需要寻找低成本、抗辐射、高效率的光伏组件,以支持其太空算力战略。</strong></p><p style=\"text-align: justify;\">雨广指出,即使有诸多困难和争议,算力上天仍是未来趋势。FCC对SpaceX本次申请的态度将持续牵动业内神经。而马斯克本人似乎信心满满,他在X推文的最后引用的“Ad Astra”,源于一句拉丁文格言“Per aspera, ad astra”,意为“循此苦旅,以抵繁星”。</p></body></html>","source":"inewsweek","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\" 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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发射100万颗卫星,马斯克要干什么?\n</h2>\n\n<h4 class=\"meta\">\n\n\n2026-02-07 14:13 北京时间 <a href=https://mp.weixin.qq.com/s/zwl9ScSQ6sPIiU-6dAnSRw><strong>中国新闻周刊</strong></a>\n\n\n</h4>\n\n</header>\n<article>\n<div>\n<p>SpaceX向美国FCC申请发射最多100万颗卫星,计划构建覆盖全球的轨道数据中心网络,实现“大模型上天”,通过在轨算力直接处理数据,减轻地面数据中心压力并提高效率。专家指出,太空算力具备长期高强度太阳能供电和快速数据交换优势,但仍面临发电效率、散热、辐射防护、硬件可靠性、空间碎片及成本等挑战。马斯克又开始“左手倒右手”了。2月3日,美国太空探索技术公司(SpaceX)创始人埃隆·马斯克在社交平台...</p>\n\n<a href=\"https://mp.weixin.qq.com/s/zwl9ScSQ6sPIiU-6dAnSRw\">网页链接</a>\n\n</div>\n\n\n</article>\n</div>\n</body>\n</html>\n","type":0,"thumbnail":"https://static.tigerbbs.com/8a22c2a7d7712e053c817fe8a7d09630","relate_stocks":{"TSLA":"特斯拉"},"source_url":"https://mp.weixin.qq.com/s/zwl9ScSQ6sPIiU-6dAnSRw","is_english":false,"share_image_url":"https://static.laohu8.com/e9f99090a1c2ed51c021029395664489","article_id":"1168542941","content_text":"SpaceX向美国FCC申请发射最多100万颗卫星,计划构建覆盖全球的轨道数据中心网络,实现“大模型上天”,通过在轨算力直接处理数据,减轻地面数据中心压力并提高效率。专家指出,太空算力具备长期高强度太阳能供电和快速数据交换优势,但仍面临发电效率、散热、辐射防护、硬件可靠性、空间碎片及成本等挑战。马斯克又开始“左手倒右手”了。2月3日,美国太空探索技术公司(SpaceX)创始人埃隆·马斯克在社交平台X上宣布,其创办的人工智能公司xAI将被SpaceX收购,从而打造“全球最具雄心的创新引擎”。近日,有SpaceX股东向媒体回应,合并已获董事会批准。显然,这不是一次简单的商业合并。就在1月30日,SpaceX向美国联邦通信委员会(FCC)提交申请,计划发射“一个拥有前所未有计算能力的卫星星座”,用于支持AI大模型的在轨应用。这一星座最多将包含100万颗卫星,形成覆盖全球的轨道数据中心网络。当地时间2月4日,FCC宣布正式受理该申请,开始征集公众意见。马斯克真正想要布局的是一个全新的增长点:太空计算。太空计算是指将计算资源部署在太空,通过卫星等基础设施实现数据处理和智能决策。马斯克曾公开表示,全球地面AI基建白热化,地球终将承载不了大模型所需算力,算力上天是必然选择。那么,他眼中“永远阳光明媚”、能够提供无限能源的太空,真的能成为大模型的未来温床吗?发电效率依然是挑战这不是马斯克第一次大张旗鼓地做资产重组了。去年3月,刚成立两年的xAI 收购了社交平台X,形成了社交媒体与模型算力的闭环。xAI与SpaceX的合并意味着前者将拥有稳定的发射能力,而后者则可拿到长期的卫星发射订单,从而形成“火箭发射+太空算力+AI大模型”的完整闭环。据SpaceX发布的文件,马斯克此次申请的星座将直接捕获太阳能,通过能源转换系统为轨道上的数据中心供电,从而供养大模型这一“吃电大户”。这一构想有着诸多吸引力。据英国巴克莱银行研究团队2025年公布的数据,美国目前已规划的大型数据中心项目总容量超过45吉瓦,2030年将超过200吉瓦,占美国总发电量的40%。而高轨太空数据中心可长时间使用高强度太阳能,不受大气影响,发电效率可达地面太阳能的5倍。“目前公认的太空计算应用是‘天数天算’。”国内资深航天专家雨广向《中国新闻周刊》介绍,以遥感卫星为例,其传统的工作模式是把遥感数据,例如卫星拍摄的照片用无线电传回地面,再处理形成数据产品加以利用,即“天数地算”。大模型的训练和推理都在地面,意味着大量算力仍部署在智算中心等核心枢纽。如果大模型能上天,这些数据能直接在太空被处理和分析,地面仅接收分析后的结果,就能解放地面设备占地。这一应用前景国内外已成共识。在今年1月举办的“星算·智联”太空算力研讨会上,中国信息通信研究院总工程师何宝宏指出,打造太空算力体系,不仅能有效缓解星际数据的传输压力,提升遥感、通信、导航等空间信息服务的时效性,也有助于破解超大规模算力集群面临的能源供给等多重制约。“天数天算”的核心优势是效率。雨广认为,大模型需要与数据库或其他大模型进行海量数据交换,若能与低轨的天基互联网卫星联网,通过微波或激光链路通信,其数据交换速度不逊于地面光纤网络。但同时,要实现数据全球覆盖,算力星座应是一个均匀的星座,不太可能都在同一轨道面上。SpaceX此次申请并未公布太多技术细节,如卫星尺寸、质量等。其构想星座将在距地面500—2000公里的轨道范围内运行,轨道倾角30度,每个轨道层的高度跨度可达50公里,卫星之间采用激光通信。100万颗卫星布满天空,必然遇到发电效率的问题。雨广指出,算力卫星理论上最适合的轨道——晨昏轨道,是一种特殊的太阳同步轨道,典型高度为距地面700—800公里。晨昏轨道卫星的轨道面与地球晨昏面大抵重合,使得卫星几乎一直能受到太阳照射。这一轨道上已有不少气象、科研卫星。而在其他轨道,卫星都会有一段时间进入地球阴影区。显然,晨昏轨道只有一个轨道面,无法满足所有算力卫星的布设。“最坏的情况是,卫星在40%的运行时间里被地球遮蔽,无法通过太阳能发电,只能依靠配套的蓄电池,这会大大增加部署成本。就算SpaceX的可复用火箭‘星舰’今年实现了有效载荷上天,天上发电的成本依然显著高于地面。”雨广说。此外,参考国际空间站,其拥有全球最大的太阳能帆板,总面积3000多平方米,相当于两个足球场大,最大发电功率约160千瓦。但雨广认为,以每平方米太阳能板的发电功率计算,要达到马斯克规划的吉瓦级别功率,太阳能板的总面积将以平方公里计,这对于材料和工程设计都是极大挑战。“账还算不过来”毋庸置疑的是,当前国内外企业都在加速推进太空计算的工程化落地。去年11月,美国轨道数据中心初创企业Starcloud发射的Starcloud-1卫星成功运行了英伟达H100芯片,首次完成了大模型的在轨训练和推理任务。几乎同时,谷歌宣布启动“捕日者计划”,拟于2027年发射搭载自研大模型训练芯片的太阳能卫星。前述申请中,马斯克提出五年内实现“太空AI训练成本最低”的愿景,并规划每年部署100吉瓦的算力。国内也有相应探索。去年5月,随着首批12颗计算卫星发射入轨,由浙江之江实验室牵头的“三体计算星座”正式进入组网阶段。该项目计划2030年建成,包含1000颗卫星,覆盖全球网络,是国内首个整轨互联的太空计算星座。据了解,“三体计算星座”将广泛应用于城市治理、应急救灾、环境监测等领域,在轨计算可将数据处理时间缩短至秒级。 相比之下,对于“地数天算”这一更长远的应用,部分业内人士还持保留态度,因为人类社会绝大多数数据仍来源于地面,“地数天算”意味着将引入更大规模、更密集的在轨器件。北京星辰未来空间技术研究院院长张善从在前述太空算力研讨会上表示,太空算力仍面临安全等方面的挑战,包括辐射防护与硬件可靠性、空间碎片与自主避碰等。这依赖于关键技术突破,如超大规模姿轨协同控制、抗辐照芯片加固等。雨广指出,大规模在轨器件受宇宙辐射的影响很大,芯片上天之后,高能粒子穿透芯片造成数据错误,使得大模型本身出错的概率提高,器件也更容易损坏。如果训练中途出错,整个训练过程可能都需要重来。即使只用于推理,一个频繁出错的商用大模型,也无法保证用户体验。若加入防护和纠错设备,又将引入额外成本。有航天科普专家向《中国新闻周刊》表示,马斯克布局太空算力的野心,很大程度上来源于“星舰”提供的运力底气。SpaceX计划今年实现“星舰”的完全可重复使用,使太空进入成本骤降99%,每磅有效载荷的成本可降至100美元以下。SpaceX为“星链”项目申请了4.2万颗卫星许可,目前部署超9600颗,且仍在扩展。国内可重复使用运载火箭技术尚处于验证阶段,单次搭载卫星数量有限,“账还算不过来”。散热也是个大问题。雨广指出,地面可以用水和空气等介质,靠对流散热把热量带走。而宇宙空间只有辐射散热一种散热形式,这意味着算力卫星可能需要非常大的散热板,同时不断调整姿态,一边获取太阳能,一边朝背对太阳的方向散热。显然,马斯克也意识到了这些问题。据多家媒体报道,马斯克团队近期走访了中国多家光伏企业,考察设备、硅片、电池组件等全产业链环节。这次考察并非一时兴起。前述航天科普专家表示,马斯克需要寻找低成本、抗辐射、高效率的光伏组件,以支持其太空算力战略。雨广指出,即使有诸多困难和争议,算力上天仍是未来趋势。FCC对SpaceX本次申请的态度将持续牵动业内神经。而马斯克本人似乎信心满满,他在X推文的最后引用的“Ad Astra”,源于一句拉丁文格言“Per aspera, ad astra”,意为“循此苦旅,以抵繁星”。","news_type":1,"symbols_score_info":{"TSLA":2}},"isVote":1,"tweetType":1,"viewCount":102,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"CN","totalScore":0},{"id":529539815375056,"gmtCreate":1770303151906,"gmtModify":1770303154714,"author":{"id":"3464653850399717","authorId":"3464653850399717","name":"起司_9213","avatar":"https://static.tigerbbs.com/b289deca4491f8ad58d28ab9cc1d2890","crmLevel":2,"crmLevelSwitch":0,"followedFlag":false,"authorIdStr":"3464653850399717","idStr":"3464653850399717"},"themes":[],"title":"","htmlText":"现在这些公司如果没有一两个特别稳的主营业务赚钱,很快 公司就会被 AI烧光。","listText":"现在这些公司如果没有一两个特别稳的主营业务赚钱,很快 公司就会被 AI烧光。","text":"现在这些公司如果没有一两个特别稳的主营业务赚钱,很快 公司就会被 AI烧光。","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":1,"commentSize":0,"repostSize":0,"link":"https://laohu8.com/post/529539815375056","repostId":"2609030533","repostType":2,"repost":{"id":"2609030533","kind":"news","pubTimestamp":1770299451,"share":"https://www.laohu8.com/m/news/2609030533?lang=zh_CN&edition=full","pubTime":"2026-02-05 21:50","market":"hk","language":"zh","title":"谷歌“烧钱”攻AI吓跌自身股价,却点燃半导体生态链:英伟达、博通受益最大?","url":"https://stock-news.laohu8.com/highlight/detail?id=2609030533","media":"智通财经","summary":"截至周四盘前,谷歌股价跌逾4%。半导体供应链成最大赢家然而,在投资者消化这一决策的同时,由于市场预期谷歌巨额资金将流入多家合作企业,从而带来发展红利,英伟达、博通等股价纷纷走高。博通被视为最直接的受益者。受此消息提振,博通股价在盘前交易中一度大涨超过5%。英伟达同样获得显著利好。这表明,在谷歌云平台中,英伟达的GPU仍是重要选项。","content":"<html><head></head><body><p>2月5日,为在人工智能(AI)领域确立领先地位,<a href=\"https://laohu8.com/S/GOOG\">谷歌</a>正以前所未有的规模加大资本投入。该公司近日公布的季度营收超出市场预期,并宣布了一项远超分析师预测的巨额资本支出计划,旨在大规模建设数据中心与基础设施,以赢取AI时代的竞争优势。</p><p><a href=\"https://laohu8.com/S/GOOGL\">谷歌</a>表示,今年的资本支出将高达1850亿美元,远高于分析师此前预计的1195亿美元。根据汇编数据,其第四季度剔除合作伙伴分成后的销售额达到972.3亿美元,也超过952亿美元的平均预期。</p><p>更值得关注的是,2026年的预期支出总额将超过这家互联网搜索巨头过去三年资本支出的总和。首席执行官桑达尔·皮查伊向投资者强调,这些投入至关重要。他在周三的声明中表示:“我们看到AI投资及基础设施正在全方位推动收入和增长。搜索引擎的使用量创下历史新高,AI正持续驱动扩张性增长。”</p><p>尽管皮查伊一再强调AI投资的重要性,但这一消息仍令华尔街大为震惊。截至周四盘前,谷歌股价跌逾4%。</p><h2 id=\"id_973337980\">半导体供应链成最大赢家</h2><p>然而,在投资者消化这一决策的同时,由于市场预期谷歌巨额资金将流入多家合作企业,从而带来发展红利,<a href=\"https://laohu8.com/S/NVDA\">英伟达</a>(NVDA.US)、<a href=\"https://laohu8.com/S/AVGO\">博通</a>(AVGO.US)等股价纷纷走高。</p><p>根据谷歌的规划,约60%的资本支出将用于包括TPU和GPU在内的短期资产。尽管未公布具体分配比例,但其庞大的采购规模已足以令合作伙伴股价应声而动。</p><p><a href=\"https://laohu8.com/S/600455\">博通</a>被视为最直接的受益者。作为谷歌定制TPU芯片的主要设计与制造合作伙伴,该公司与谷歌的业务关系极为紧密。美国银行指出,谷歌项目可能占博通AI计算销售额的80%以上。受此消息提振,博通股价在盘前交易中一度大涨超过5%。不过,<a href=\"https://laohu8.com/S/JPM\">摩根大通</a>分析师指出,联发科(MediaTek)预计将长期获得谷歌TPU芯片30%-40%的市场份额,这意味着博通并非独家供应商,未来竞争格局值得关注。</p><p>英伟达同样获得显著利好。尽管谷歌大力推广自研TPU,但谷歌首席执行官皮查伊在财报会上明确表示,公司为客户提供包括自研第七代Ironwood TPU和最新英伟达GPU在内的广泛算力选择。这表明,在谷歌云平台中,英伟达的GPU仍是重要选项。其股价在消息公布后也一度上涨逾2%。</p><p>此外,<a href=\"https://laohu8.com/S/AMD\">AMD</a>(AMD.US)作为另一家与谷歌在云计算和AI芯片方面有合作关系的半导体公司,也被市场普遍认为是潜在受益方。</p><p>除了核心芯片设计商,更上游的硬件制造与组件供应商也被卷入这波资本开支浪潮。</p><p><a href=\"https://laohu8.com/S/CLS\">天弘科技</a>(CLS.US) 是谷歌TPU服务器的组装厂商。尽管此前有报道称新版TPU服务器可能转由其他供应商组装,这导致其股价承压,但此次谷歌的巨额投资计划重新点燃了市场对其业务的信心,其股价在盘前交易中反弹上涨逾6%。</p><p>Lumentum(LITE.US)作为数据中心光互连组件的关键供应商,其业务与数据中心建设规模直接相关。虽然其股价在消息公布后的盘前交易中出现波动,但长期来看,数据中心基础设施的扩张无疑将增加对其产品的需求。</p></body></html>","source":"stock_zhitongcaijing","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>谷歌“烧钱”攻AI吓跌自身股价,却点燃半导体生态链:英伟达、博通受益最大?</title>\n<style 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margin: 0;line-height: 11px;}\n.small {font-size: 12.5px; display: inline-block; transform: scale(0.9); -webkit-transform: scale(0.9); transform-origin: left; -webkit-transform-origin: left;}\n.smaller {font-size: 12.5px; display: inline-block; transform: scale(0.8); -webkit-transform: scale(0.8); transform-origin: left; -webkit-transform-origin: left;}\n.bt-text {font-size: 12px;margin: 1.5em 0 0 0}\n.bt-text p {margin: 0}\n</style>\n</head>\n<body>\n<div class=\"wrapper\">\n<header>\n<h2 class=\"title\">\n谷歌“烧钱”攻AI吓跌自身股价,却点燃半导体生态链:英伟达、博通受益最大?\n</h2>\n\n<h4 class=\"meta\">\n\n\n2026-02-05 21:50 北京时间 <a href=http://www.zhitongcaijing.com/content/detail/1402267.html><strong>智通财经</strong></a>\n\n\n</h4>\n\n</header>\n<article>\n<div>\n<p>2月5日,为在人工智能(AI)领域确立领先地位,谷歌正以前所未有的规模加大资本投入。该公司近日公布的季度营收超出市场预期,并宣布了一项远超分析师预测的巨额资本支出计划,旨在大规模建设数据中心与基础设施,以赢取AI时代的竞争优势。谷歌表示,今年的资本支出将高达1850亿美元,远高于分析师此前预计的1195亿美元。根据汇编数据,其第四季度剔除合作伙伴分成后的销售额达到972.3亿美元,也超过952...</p>\n\n<a href=\"http://www.zhitongcaijing.com/content/detail/1402267.html\">网页链接</a>\n\n</div>\n\n\n</article>\n</div>\n</body>\n</html>\n","type":0,"thumbnail":"https://static.tigerbbs.com/e39f5931d4cf3fccc49c0e890fceb462","relate_stocks":{"AVGO":"博通","GOOGL":"谷歌A","LU0642271901.SGD":"Janus Henderson Horizon Global Technology Leaders A2 SGD-H","LU0061474960.USD":"天利环球焦点基金AU Acc","LU1435385759.SGD":"Natixis Loomis Sayles US Growth Equity RA SGD-H","NVDA":"英伟达","LU2404859667.USD":"FUNDSMITH EQUITY FUND \"R\" (USD) ACC","LU2347655156.SGD":"JPMorgan Investment Funds - Global Income A (icdiv) SGD-H","LU2089283258.USD":"安联环球可持续基金Cl AM Dis","IE00B1XK9C88.USD":"PINEBRIDGE US LARGE CAP RESEARCH ENHANCED \"A\" (USD) ACC"},"source_url":"http://www.zhitongcaijing.com/content/detail/1402267.html","is_english":false,"share_image_url":"https://static.laohu8.com/e9f99090a1c2ed51c021029395664489","article_id":"2609030533","content_text":"2月5日,为在人工智能(AI)领域确立领先地位,谷歌正以前所未有的规模加大资本投入。该公司近日公布的季度营收超出市场预期,并宣布了一项远超分析师预测的巨额资本支出计划,旨在大规模建设数据中心与基础设施,以赢取AI时代的竞争优势。谷歌表示,今年的资本支出将高达1850亿美元,远高于分析师此前预计的1195亿美元。根据汇编数据,其第四季度剔除合作伙伴分成后的销售额达到972.3亿美元,也超过952亿美元的平均预期。更值得关注的是,2026年的预期支出总额将超过这家互联网搜索巨头过去三年资本支出的总和。首席执行官桑达尔·皮查伊向投资者强调,这些投入至关重要。他在周三的声明中表示:“我们看到AI投资及基础设施正在全方位推动收入和增长。搜索引擎的使用量创下历史新高,AI正持续驱动扩张性增长。”尽管皮查伊一再强调AI投资的重要性,但这一消息仍令华尔街大为震惊。截至周四盘前,谷歌股价跌逾4%。半导体供应链成最大赢家然而,在投资者消化这一决策的同时,由于市场预期谷歌巨额资金将流入多家合作企业,从而带来发展红利,英伟达(NVDA.US)、博通(AVGO.US)等股价纷纷走高。根据谷歌的规划,约60%的资本支出将用于包括TPU和GPU在内的短期资产。尽管未公布具体分配比例,但其庞大的采购规模已足以令合作伙伴股价应声而动。博通被视为最直接的受益者。作为谷歌定制TPU芯片的主要设计与制造合作伙伴,该公司与谷歌的业务关系极为紧密。美国银行指出,谷歌项目可能占博通AI计算销售额的80%以上。受此消息提振,博通股价在盘前交易中一度大涨超过5%。不过,摩根大通分析师指出,联发科(MediaTek)预计将长期获得谷歌TPU芯片30%-40%的市场份额,这意味着博通并非独家供应商,未来竞争格局值得关注。英伟达同样获得显著利好。尽管谷歌大力推广自研TPU,但谷歌首席执行官皮查伊在财报会上明确表示,公司为客户提供包括自研第七代Ironwood TPU和最新英伟达GPU在内的广泛算力选择。这表明,在谷歌云平台中,英伟达的GPU仍是重要选项。其股价在消息公布后也一度上涨逾2%。此外,AMD(AMD.US)作为另一家与谷歌在云计算和AI芯片方面有合作关系的半导体公司,也被市场普遍认为是潜在受益方。除了核心芯片设计商,更上游的硬件制造与组件供应商也被卷入这波资本开支浪潮。天弘科技(CLS.US) 是谷歌TPU服务器的组装厂商。尽管此前有报道称新版TPU服务器可能转由其他供应商组装,这导致其股价承压,但此次谷歌的巨额投资计划重新点燃了市场对其业务的信心,其股价在盘前交易中反弹上涨逾6%。Lumentum(LITE.US)作为数据中心光互连组件的关键供应商,其业务与数据中心建设规模直接相关。虽然其股价在消息公布后的盘前交易中出现波动,但长期来看,数据中心基础设施的扩张无疑将增加对其产品的需求。","news_type":1,"symbols_score_info":{"GOOGL":2,"NVDA":2,"AVGO":2}},"isVote":1,"tweetType":1,"viewCount":120,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"CN","totalScore":0},{"id":519626894655904,"gmtCreate":1767837137789,"gmtModify":1767837140070,"author":{"id":"3464653850399717","authorId":"3464653850399717","name":"起司_9213","avatar":"https://static.tigerbbs.com/b289deca4491f8ad58d28ab9cc1d2890","crmLevel":2,"crmLevelSwitch":0,"followedFlag":false,"authorIdStr":"3464653850399717","idStr":"3464653850399717"},"themes":[],"title":"","htmlText":"你有特斯拉股票吗","listText":"你有特斯拉股票吗","text":"你有特斯拉股票吗","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":1,"commentSize":0,"repostSize":0,"link":"https://laohu8.com/post/519626894655904","repostId":"2601877535","repostType":2,"repost":{"id":"2601877535","kind":"news","pubTimestamp":1767784565,"share":"https://www.laohu8.com/m/news/2601877535?lang=zh_CN&edition=full","pubTime":"2026-01-07 19:16","market":"us","language":"zh","title":"特斯拉:一家或将陷入衰退的成长型企业","url":"https://stock-news.laohu8.com/highlight/detail?id=2601877535","media":"美股研究社","summary":"综上,储能业务虽是特斯拉目前唯一具备实际增长潜力的板块,但该业务正面临 “装机量增速放缓、单位营收持续下滑” 的双重压力。要知道,彼时特斯拉尚未遭遇如此严重的声誉危机与竞争压力。综合来看,特斯拉已不再是一家高速成长的企业,反而是正陷入衰退的泥潭。","content":"<html><body><article><p><strong>用户群体的疏远与核心人物风险</strong></p><p>我们不会深入探讨多头最看重的三大炒作概念 —— 完全自动驾驶(FSD)、人工智能与机器人技术。原因很简单,这三项业务至今均未产生实质性的财务收益,依旧停留在投机阶段。</p><p>即便未来其中一项或多项业务能够取得成功,也必须正视一个现实:这些领域的竞争都异常激烈,而<a href=\"https://laohu8.com/S/TSLA\">特斯拉</a>在切入这些赛道时,已然因创始人的政治立场卷入争议,导致品牌声誉受损,暴露出显著的<strong>核心人物风险</strong>。近年来,市场上一直流传着 “过度追求政治正确,终将反噬企业经营” 的说法,而这一道理反过来同样成立。特斯拉因立场问题疏远了至少半数消费者,进而可能损害用户信任 —— 这对公司的发展而言,无疑是一剂毒药。</p><img src=\"\"/><p>【如需和我们交流可扫码添加进社群】</p><img src=\"https://mmbiz.qpic.cn/mmbiz_png/dR7EpbvovdKBibR2JMaxUNVoEYIawaicLcrVAEs2bhwIEUP4FfvianI8UkwWsmGS8QGt9FUCfIVia1npfInK1SOWWQ/640?wx_fmt=png&from=appmsg\"/><p><strong>储能业务:</strong></p><p><strong>装机量增长放缓,单位营收持续下滑</strong></p><p>接下来聚焦特斯拉的核心实体业务 —— 汽车制造与储能系统。在所有业务指标中,储能装机量(GWh)是特斯拉唯一能拿出手的增长数据。2025 年第四季度,公司储能装机量达到 14.2 吉瓦时的历史新高;全年装机量累计达 46.7 吉瓦时,展现出强劲的扩张态势。</p><p>但光鲜数据的背后,是<strong>同比增速的快速滑落</strong>:2025 年储能装机量同比增幅为 49%,远低于 2024 年的 114% 与 2023 年的 126%。市场预测,到 2029 年,这一增速将进一步放缓至 26%,对应装机量约 141.8 吉瓦时。</p><p>与装机量增速放缓相伴而来的,是<strong>单位装机量营收的持续走低</strong>。2020 至 2021 年,特斯拉每吉瓦时储能装机量能创造近 7 亿美元的营收;而到了 2025 年第二季度,这一数值已腰斩过半,降至 2.89 亿美元;第三季度进一步下滑至 2.76 亿美元。值得注意的是,过去五个季度里,储能业务的毛利率基本稳定在 25% 至 31% 的区间。</p><p>综上,储能业务虽是特斯拉目前唯一具备实际增长潜力的板块,但该业务正面临 “装机量增速放缓、单位营收持续下滑” 的双重压力。</p><img src=\"https://mmbiz.qpic.cn/mmbiz_png/dR7EpbvovdKBibR2JMaxUNVoEYIawaicLczbSMU66CbrBjDq7jpr5zsiclLE4DkRGuL9TVwK0r2tbvibNaKK4AzxHw/640?wx_fmt=png&from=appmsg\"/><p><strong>汽车业务:</strong></p><p><strong>交付量下滑叠加售价走低,内外承压</strong></p><p>无论市场如何炒作新概念,汽车销售仍是特斯拉的核心支柱业务。已有大量报道指出,2025 年第四季度,特斯拉汽车交付量同比暴跌 16%;全年交付量同比下降 9%,创下公司史上最差的季度同比表现,同时也是连续第二个财年交付量下滑。</p><p>此外,根据分析师的测算,截至 2025 年第三季度,特斯拉汽车的过去十二个月(TTM)平均售价已<span>跌破</span> 4 万美元。</p><p>市场预测,到 2029 年,特斯拉汽车年交付量有望达到 300 万辆,较 2025 年的 160 万辆实现增长。但这一目标的可行性,分析师深表怀疑 —— 毕竟,特斯拉正面临日益激烈的市场竞争。即便我们姑且认可这一偏乐观的预测,其对应的 2029 年交付量同比增速也仅为 28%,与 2023 年之前的高速增长时代相去甚远。要知道,彼时特斯拉尚未遭遇如此严重的声誉危机与竞争压力。</p><p>从区域市场的表现中,我们更能直观感受到特斯拉的困境。2025 年 11 月,中国新能源汽车市场整体销量同比增长 21%,<a href=\"https://laohu8.com/S/XIACY\">小米</a>等中国本土品牌的交付量更是实现翻倍,而特斯拉在华销量却陷入同比停滞。</p><p>放眼全球市场,2025 年<a href=\"https://laohu8.com/S/BYDDY\">比亚迪</a>的纯电动汽车销量已大幅超越特斯拉。而在欧洲市场,马斯克的立场引发了消费者的强烈抵触:2025 年 12 月,特斯拉在瑞典、法国、西班牙、比利时、葡萄牙的新车注册量同比分别暴跌 71%、66%、44%、28% 和 13%。从欧洲主要市场的全年数据初步判断,特斯拉 2025 年的注册量同比降幅约为 25%,市场份额持续萎缩。</p><p>雪上加霜的是,受美国本土政策支持力度减弱等因素影响,2026 年全球新能源汽车销量的整体增速预计将显著放缓。</p><img src=\"https://mmbiz.qpic.cn/mmbiz_png/dR7EpbvovdKBibR2JMaxUNVoEYIawaicLciaWMQ0QPFPFmoNQtcVWichXhCuZB2x0BS879mNfIl6Lz8r5HIRlqLj6w/640?wx_fmt=png&from=appmsg\"/><p><strong>估值泡沫:</strong></p><p><strong>人形机器人预期已被过度透支</strong></p><p>我们不妨暂且采信马斯克的说法 —— 预计到 2026 或 2027 年,特斯拉 Optimus 人形机器人的销量将突破 100 万台,单价或达 2.25 万美元,对应潜在营收约 225 亿美元。</p><p>但从下图的市场一致预期中可以看出,这部分潜在营收早已被<strong>完全计入当前估值</strong>。在覆盖特斯拉的 34 位分析师中,最乐观的预测认为,公司 2027 年的年化营收将较 2025 年增长 720 亿美元。由此可见,市场对特斯拉的预期已然达到了 “只能成功、不能失败” 的极端程度。</p><p>即便以这份极度乐观的 2027 年营收预期为基准,特斯拉当前对应的远期市盈率仍高达 147 倍。在之前的分析中,分析师曾从多个角度拆解特斯拉的估值,结论早已不言而喻:其估值水平早已脱离基本面,荒谬至极。而时至今日,这一结论依然成立。</p><img src=\"https://mmbiz.qpic.cn/mmbiz_jpg/dR7EpbvovdKLTlW17KYicXbduwZsUSFEKA3QhDoZBDRLD4pI17USiafzA7ib7ZgicBniaIKocAFvdFCDFy7DSsRicKibw/640?wx_fmt=jpeg&from=appmsg\"/><p>数据来源:营收预期(Seeking Alpha)</p><img src=\"https://mmbiz.qpic.cn/mmbiz_png/dR7EpbvovdJ3W4gruZ6lz6pj1cuQvXYHzFTgv6zBDxN3hjm1PtXPLNKCakI3eyW9mPqibvjCvXwDia0vaM9Nht8w/640?wx_fmt=png&from=appmsg\"/><p><strong>结语</strong></p><p>在竞争白热化的新能源汽车市场,特斯拉正面临交付量下滑与售价走低的双重压力;储能业务虽有增长,但增速放缓、单位营收下滑的隐忧日益凸显。人形机器人等新兴业务的潜在收益,早已被市场透支殆尽,当前估值完全建立在充满不确定性的预期之上。</p><p>更致命的是,创始人的政治立场引发的品牌声誉危机,以及由此带来的核心人物风险,正在持续损害公司的用户基础与市场竞争力。</p><p>综合来看,特斯拉已不再是一家高速成长的企业,反而是正陷入衰退的泥潭。对投资者而言,现在正是最后的离场时机。</p><img src=\"https://mmbiz.qpic.cn/mmbiz_jpg/dR7EpbvovdJlQNwm5fnHWnfblqB1P5B3gLTjg6j6dT5IyOFclcldYqPQickKMUqicdaXvibXdEb4OibV97CAwGO6TQ/640?wx_fmt=other&wxfrom=5&wx_lazy=1&tp=webp#imgIndex=5\"/><img src=\"https://mmbiz.qpic.cn/mmbiz_jpg/dR7EpbvovdKnkt8t5QpwjNQOKyGlZz4SFiacicdM3aP4hZVCfGia7HbIYBoDxz2gubPAgoXDXhfrcLIfT2eG92icfw/640?wx_fmt=other&from=appmsg&wxfrom=5&wx_lazy=1&tp=webp#imgIndex=6\"/><img src=\"https://mmbiz.qpic.cn/mmbiz_gif/dR7EpbvovdLt0fplojSTcIf4vTY1fP5f5VhIsL3QI5iaHIficMHKVzpaxPOM0yB24Zgs1PJlLHXFs5UXKRic0iaTxA/640?wx_fmt=gif&from=appmsg&wxfrom=5&wx_lazy=1&tp=webp#imgIndex=7\"/></article></body></html>","source":"tencent","collect":0,"html":"<!DOCTYPE html>\n<html>\n<head>\n<meta http-equiv=\"Content-Type\" content=\"text/html; charset=utf-8\" />\n<meta name=\"viewport\" content=\"width=device-width,initial-scale=1.0,minimum-scale=1.0,maximum-scale=1.0,user-scalable=no\"/>\n<meta name=\"format-detection\" content=\"telephone=no,email=no,address=no\" />\n<title>特斯拉:一家或将陷入衰退的成长型企业</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特斯拉:一家或将陷入衰退的成长型企业\n</h2>\n\n<h4 class=\"meta\">\n\n\n2026-01-07 19:16 北京时间 <a href=http://gu.qq.com/resources/shy/news/detail-v2/index.html#/?id=nesSN20260107192635a4a7912b&s=b><strong>美股研究社</strong></a>\n\n\n</h4>\n\n</header>\n<article>\n<div>\n<p>用户群体的疏远与核心人物风险我们不会深入探讨多头最看重的三大炒作概念 —— 完全自动驾驶(FSD)、人工智能与机器人技术。原因很简单,这三项业务至今均未产生实质性的财务收益,依旧停留在投机阶段。即便未来其中一项或多项业务能够取得成功,也必须正视一个现实:这些领域的竞争都异常激烈,而特斯拉在切入这些赛道时,已然因创始人的政治立场卷入争议,导致品牌声誉受损,暴露出显著的核心人物风险。近年来,市场上一直...</p>\n\n<a href=\"http://gu.qq.com/resources/shy/news/detail-v2/index.html#/?id=nesSN20260107192635a4a7912b&s=b\">网页链接</a>\n\n</div>\n\n\n</article>\n</div>\n</body>\n</html>\n","type":0,"thumbnail":"","relate_stocks":{"BK4604":"机器人概念","BK4527":"明星科技股","LU1914381329.SGD":"Allianz Best Styles Global Equity Cl ET Acc H2-SGD","LU1674673691.USD":"HSBC GIF GLOBAL LOWER CARBON EQUITY \"AD\" (USD) INC","LU0234570918.USD":"高盛全球核心股票组合Acc Close","LU0316494557.USD":"FRANKLIN GLOBAL FUNDAMENTAL STRATEGIES \"A\" ACC","LU1145028129.USD":"ALLIANZ INCOME AND GROWTH \"AQ\" (USD) INC","LU2249611893.SGD":"BNP PARIBAS ENERGY TRANSITION \"CRH\" (SGD) ACC","LU2360107168.USD":"BGF NEXT GENERATION TECHNOLOGY \"A4\" (USD) INC","LU1861559042.SGD":"日兴方舟颠覆性创新基金B SGD","LU1839511570.USD":"WELLS FARGO GLOBAL FACTOR ENHANCED EQUITY \"I\" (USD) 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INCOME \"AMG\" (USD) INC","IE00BJLML261.HKD":"HSBC GLOBAL EQUITY INDEX \"HCH\" (HKD) ACC"},"source_url":"http://gu.qq.com/resources/shy/news/detail-v2/index.html#/?id=nesSN20260107192635a4a7912b&s=b","is_english":false,"share_image_url":"https://static.laohu8.com/9a95c1376e76363c1401fee7d3717173","article_id":"2601877535","content_text":"用户群体的疏远与核心人物风险我们不会深入探讨多头最看重的三大炒作概念 —— 完全自动驾驶(FSD)、人工智能与机器人技术。原因很简单,这三项业务至今均未产生实质性的财务收益,依旧停留在投机阶段。即便未来其中一项或多项业务能够取得成功,也必须正视一个现实:这些领域的竞争都异常激烈,而特斯拉在切入这些赛道时,已然因创始人的政治立场卷入争议,导致品牌声誉受损,暴露出显著的核心人物风险。近年来,市场上一直流传着 “过度追求政治正确,终将反噬企业经营” 的说法,而这一道理反过来同样成立。特斯拉因立场问题疏远了至少半数消费者,进而可能损害用户信任 —— 这对公司的发展而言,无疑是一剂毒药。【如需和我们交流可扫码添加进社群】储能业务:装机量增长放缓,单位营收持续下滑接下来聚焦特斯拉的核心实体业务 —— 汽车制造与储能系统。在所有业务指标中,储能装机量(GWh)是特斯拉唯一能拿出手的增长数据。2025 年第四季度,公司储能装机量达到 14.2 吉瓦时的历史新高;全年装机量累计达 46.7 吉瓦时,展现出强劲的扩张态势。但光鲜数据的背后,是同比增速的快速滑落:2025 年储能装机量同比增幅为 49%,远低于 2024 年的 114% 与 2023 年的 126%。市场预测,到 2029 年,这一增速将进一步放缓至 26%,对应装机量约 141.8 吉瓦时。与装机量增速放缓相伴而来的,是单位装机量营收的持续走低。2020 至 2021 年,特斯拉每吉瓦时储能装机量能创造近 7 亿美元的营收;而到了 2025 年第二季度,这一数值已腰斩过半,降至 2.89 亿美元;第三季度进一步下滑至 2.76 亿美元。值得注意的是,过去五个季度里,储能业务的毛利率基本稳定在 25% 至 31% 的区间。综上,储能业务虽是特斯拉目前唯一具备实际增长潜力的板块,但该业务正面临 “装机量增速放缓、单位营收持续下滑” 的双重压力。汽车业务:交付量下滑叠加售价走低,内外承压无论市场如何炒作新概念,汽车销售仍是特斯拉的核心支柱业务。已有大量报道指出,2025 年第四季度,特斯拉汽车交付量同比暴跌 16%;全年交付量同比下降 9%,创下公司史上最差的季度同比表现,同时也是连续第二个财年交付量下滑。此外,根据分析师的测算,截至 2025 年第三季度,特斯拉汽车的过去十二个月(TTM)平均售价已跌破 4 万美元。市场预测,到 2029 年,特斯拉汽车年交付量有望达到 300 万辆,较 2025 年的 160 万辆实现增长。但这一目标的可行性,分析师深表怀疑 —— 毕竟,特斯拉正面临日益激烈的市场竞争。即便我们姑且认可这一偏乐观的预测,其对应的 2029 年交付量同比增速也仅为 28%,与 2023 年之前的高速增长时代相去甚远。要知道,彼时特斯拉尚未遭遇如此严重的声誉危机与竞争压力。从区域市场的表现中,我们更能直观感受到特斯拉的困境。2025 年 11 月,中国新能源汽车市场整体销量同比增长 21%,小米等中国本土品牌的交付量更是实现翻倍,而特斯拉在华销量却陷入同比停滞。放眼全球市场,2025 年比亚迪的纯电动汽车销量已大幅超越特斯拉。而在欧洲市场,马斯克的立场引发了消费者的强烈抵触:2025 年 12 月,特斯拉在瑞典、法国、西班牙、比利时、葡萄牙的新车注册量同比分别暴跌 71%、66%、44%、28% 和 13%。从欧洲主要市场的全年数据初步判断,特斯拉 2025 年的注册量同比降幅约为 25%,市场份额持续萎缩。雪上加霜的是,受美国本土政策支持力度减弱等因素影响,2026 年全球新能源汽车销量的整体增速预计将显著放缓。估值泡沫:人形机器人预期已被过度透支我们不妨暂且采信马斯克的说法 —— 预计到 2026 或 2027 年,特斯拉 Optimus 人形机器人的销量将突破 100 万台,单价或达 2.25 万美元,对应潜在营收约 225 亿美元。但从下图的市场一致预期中可以看出,这部分潜在营收早已被完全计入当前估值。在覆盖特斯拉的 34 位分析师中,最乐观的预测认为,公司 2027 年的年化营收将较 2025 年增长 720 亿美元。由此可见,市场对特斯拉的预期已然达到了 “只能成功、不能失败” 的极端程度。即便以这份极度乐观的 2027 年营收预期为基准,特斯拉当前对应的远期市盈率仍高达 147 倍。在之前的分析中,分析师曾从多个角度拆解特斯拉的估值,结论早已不言而喻:其估值水平早已脱离基本面,荒谬至极。而时至今日,这一结论依然成立。数据来源:营收预期(Seeking Alpha)结语在竞争白热化的新能源汽车市场,特斯拉正面临交付量下滑与售价走低的双重压力;储能业务虽有增长,但增速放缓、单位营收下滑的隐忧日益凸显。人形机器人等新兴业务的潜在收益,早已被市场透支殆尽,当前估值完全建立在充满不确定性的预期之上。更致命的是,创始人的政治立场引发的品牌声誉危机,以及由此带来的核心人物风险,正在持续损害公司的用户基础与市场竞争力。综合来看,特斯拉已不再是一家高速成长的企业,反而是正陷入衰退的泥潭。对投资者而言,现在正是最后的离场时机。","news_type":1,"symbols_score_info":{"TSLA":1.98,"TSYW.SI":0.6}},"isVote":1,"tweetType":1,"viewCount":458,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"CN","totalScore":0},{"id":518696353465544,"gmtCreate":1767664124516,"gmtModify":1767664635099,"author":{"id":"3464653850399717","authorId":"3464653850399717","name":"起司_9213","avatar":"https://static.tigerbbs.com/b289deca4491f8ad58d28ab9cc1d2890","crmLevel":2,"crmLevelSwitch":0,"followedFlag":false,"authorIdStr":"3464653850399717","idStr":"3464653850399717"},"themes":[],"title":"","htmlText":"这是对韩国这个亲华政府的奖励。","listText":"这是对韩国这个亲华政府的奖励。","text":"这是对韩国这个亲华政府的奖励。","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":1,"commentSize":0,"repostSize":0,"link":"https://laohu8.com/post/518696353465544","repostId":"2601762780","repostType":2,"repost":{"id":"2601762780","kind":"news","pubTimestamp":1767578155,"share":"https://www.laohu8.com/m/news/2601762780?lang=zh_CN&edition=full","pubTime":"2026-01-05 09:55","market":"hk","language":"zh","title":"【SMM新能源快讯】韩国电解液龙头,拿下“宁王”万亿韩元大单","url":"https://stock-news.laohu8.com/highlight/detail?id=2601762780","media":"上海有色网","summary":"动力电池龙头宁德时代与韩国锂电池电解液制造商Enchem签订为期五年的电解液供应合同,合同规模约1.5万亿韩元(折合人民币超70亿元)。根据协议内容,Enchem将在2026年至2030年期间为宁德时代供应总计35万吨电解液,这份合同一举创下了Enchem自成立以来单一客户订单规模的最大纪录。","content":"<html><body><article><p>动力电池龙头<a href=\"https://laohu8.com/S/300750\">宁德时代</a>与韩国锂电池电解液制造商Enchem签订为期五年的电解液供应合同,合同规模约1.5万亿韩元(折合人民币超70亿元)。根据协议内容,Enchem将在2026年至2030年期间为<a href=\"https://laohu8.com/S/03750\">宁德时代</a>供应总计35万吨电解液,这份合同一举创下了Enchem自成立以来单一客户订单规模的最大纪录。</p></article></body></html>","source":"tencent","collect":0,"html":"<!DOCTYPE html>\n<html>\n<head>\n<meta http-equiv=\"Content-Type\" content=\"text/html; charset=utf-8\" />\n<meta name=\"viewport\" content=\"width=device-width,initial-scale=1.0,minimum-scale=1.0,maximum-scale=1.0,user-scalable=no\"/>\n<meta name=\"format-detection\" content=\"telephone=no,email=no,address=no\" 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href=\"http://gu.qq.com/resources/shy/news/detail-v2/index.html#/?id=nesSN20260105100444a49ccacc&s=b\">网页链接</a>\n\n</div>\n\n\n</article>\n</div>\n</body>\n</html>\n","type":0,"thumbnail":"","relate_stocks":{"300750":"宁德时代","LU1152091168.USD":"UBS (LUX) EQUITY FUND - CHINA OPPORTUNITY (USD) \"PM\" INC","03750":"宁德时代","LU1807302812.USD":"UBS (LUX) EQUITY SICAV ALL CHINA \"P\" (USD) ACC","LU1993786604.SGD":"UBS (LUX) EQUITY SICAV ALL CHINA \"P\" (SGD) ACC","LU1152091754.HKD":"UBS (LUX) EQUITY FUND - CHINA OPPORTUNITY (USD) \"PM\" (HKD) INC","LU1960683339.HKD":"UBS (LUX) EQUITY SICAV ALL CHINA \"P\" (HKD) ACC","LU0880133367.SGD":"UBS (LUX) EQUITY FUND CHINA OPPORTUNITY USD \"P\" (SGD) ACC","BK1116":"电气部件与设备","BK1610":"ETF&股票定投概念","LU0067412154.USD":"UBS (LUX) EQUITY FUND - CHINA OPPORTUNITY \"P\" (USD) ACC","LU1008478684.HKD":"UBS (LUX) EQUITY FUND - CHINA OPPORTUNITY \"P\" (HKD) ACC"},"source_url":"http://gu.qq.com/resources/shy/news/detail-v2/index.html#/?id=nesSN20260105100444a49ccacc&s=b","is_english":false,"share_image_url":"https://static.laohu8.com/9a95c1376e76363c1401fee7d3717173","article_id":"2601762780","content_text":"动力电池龙头宁德时代与韩国锂电池电解液制造商Enchem签订为期五年的电解液供应合同,合同规模约1.5万亿韩元(折合人民币超70亿元)。根据协议内容,Enchem将在2026年至2030年期间为宁德时代供应总计35万吨电解液,这份合同一举创下了Enchem自成立以来单一客户订单规模的最大纪录。","news_type":1,"symbols_score_info":{"300750":1.95,"03750":1.95}},"isVote":1,"tweetType":1,"viewCount":483,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"CN","totalScore":0},{"id":518532989604672,"gmtCreate":1767624266092,"gmtModify":1767624291573,"author":{"id":"3464653850399717","authorId":"3464653850399717","name":"起司_9213","avatar":"https://static.tigerbbs.com/b289deca4491f8ad58d28ab9cc1d2890","crmLevel":2,"crmLevelSwitch":0,"followedFlag":false,"authorIdStr":"3464653850399717","idStr":"3464653850399717"},"themes":[],"title":"","htmlText":"中小学生可以用","listText":"中小学生可以用","text":"中小学生可以用","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":1,"commentSize":0,"repostSize":0,"link":"https://laohu8.com/post/518532989604672","repostId":"2601289076","repostType":2,"repost":{"id":"2601289076","kind":"news","pubTimestamp":1767576127,"share":"https://www.laohu8.com/m/news/2601289076?lang=zh_CN&edition=full","pubTime":"2026-01-05 09:22","market":"us","language":"zh","title":"苹果出招“跨界王炸”!首款iPhone芯MacBook杀入4000元档","url":"https://stock-news.laohu8.com/highlight/detail?id=2601289076","media":"AI解读社","summary":"今年春季,苹果计划推出一款定位入门的低价版MacBook。这使其显示效果与当前MacBook Air的Liquid视网膜显示屏有明显差距。市场定位与战略意义苹果对这款低价MacBook寄予厚望。展望未来,苹果若能在2026年成功推出并销售这款低价MacBook,预计将在2026年为MacBook整体销量贡献500万至700万台的增量。这将帮助苹果MacBook的整体年出货量恢复至疫情高峰时期的2500万台水平。","content":"<html><body><article><p>今年春季,<a href=\"https://laohu8.com/S/AAPL\">苹果</a>计划推出一款<strong>定位入门的低价版</strong>MacBook。这款产品预计将采用与部分iPad Air、iPad Pro机型一致的12.9英寸LCD屏幕。</p><img src=\"https://fid-75186.picgzc.qpic.cn/20260105095316582v152i8hf46ld582\"/><p>核心上,它<strong>首次搭载了</strong>iPhone 16 Pro同款的A18 Pro芯片,基于<a href=\"https://laohu8.com/S/TSM\">台积电</a>第二代3纳米工艺。</p><p>为了控制成本,这款MacBook在屏幕、接口和机身材质上进行了调整。其<strong>外壳采用多彩配色</strong>,包含银色、蓝色、粉色和黄色等选项,甚至不排除回归塑料外壳的可能。定价预计在<strong>499至899美元</strong>之间,国行价格有望进入<strong>4000元档位</strong>。</p><p><strong>核心配置与性能定位</strong></p><p>这款低价MacBook最大的亮点在于其核心的跨界选择。它没有沿用Mac产品线的M系列芯片,而是<strong>首次搭载了来自</strong>iPhone 16 Pro的A18 Pro芯片。</p><p>这一策略打破了苹果长久以来为不同产品线配置专属芯片的传统。</p><p>性能方面,根据Geekbench 6测试结果,A18 Pro展现出了<strong>单核性能接近</strong>M3 Ultra、多核性能超越初代M1芯片的表现。</p><img src=\"https://fid-75186.picgzc.qpic.cn/20260105095317164v152q72owvjb3yu\"/><p>这意味着尽管定位入门,但这款设备在处理日常任务时依然能保持流畅。在具体应用上,它足以应对网页浏览、文档处理、4K视频播放以及轻度照片编辑等工作。</p><p>不过,对于专业级的大型软件和高端游戏,这款设备可能就不太适用了。</p><p><strong>成本控制与设计取舍</strong></p><p>为了实现更亲民的价格,苹果在这款MacBook上进行了一系列的成本控制设计。</p><img src=\"https://fid-75186.picgzc.qpic.cn/20260105095321632v152ewn66n6h426\"/><p>屏幕方面,它搭载了12.9英寸LCD屏,<strong>无</strong>mini-LED技术和ProMotion高刷新率支持,也不支持HDR显示。这使其显示效果与当前MacBook Air的Liquid视网膜显示屏有明显差距。</p><p>接口设计上,由于A18 Pro芯片本身<strong>不支持</strong>Thunderbolt技术,这款MacBook可能仅配备<strong>单个普通</strong>USB-C接口。这意味着数据传输速度和扩展显示功能将受到限制,无法直接连接高速外设或多台高分辨率显示器。</p><p>机身设计则可能采用<strong>多彩配色方案</strong>,提供银色、蓝色、粉色和黄色等选项。有分析认为,为了进一步降低成本,苹果甚至<strong>可能回归塑料外壳</strong>,这与当前MacBook普遍采用的铝合金机身形成鲜明对比。</p><p><strong>市场定位与战略意义</strong></p><p>苹果对这款低价MacBook寄予厚望。它的目标很明确:<strong>冲击入门到中端市场</strong>,直接与Chromebook和Windows PC竞争。</p><p>特别是在教育市场,这款设备有望成为苹果重要的增长点。</p><p>值得注意的是,当前笔记本市场正面临<strong>内存芯片短缺</strong>的挑战。TrendForce预测2026年笔记本电脑出货量可能同比下降5.4%至10.1%。</p><p>然而,分析认为苹果凭借其<strong>供应链效率和规模优势</strong>,受到的影响可能小于竞争对手。此时推出低价产品,可能是苹果抢占市场份额的战略选择。</p><p><strong>与现有产品的差异化</strong></p><p>为了更清晰地了解这款低价MacBook的定位,我们可以将其与当前在售的MacBook Air进行对比:</p><img src=\"https://fid-75186.picgzc.qpic.cn/20260105095322660v152m64t2j56d4q\"/><p>从表格可以看出,低价MacBook在芯片、屏幕、接口和材质上都做出了<strong>明确的成本妥协</strong>,以换取价格的大幅下降。</p><p><strong>产品影响与用户选择</strong></p><p>这款低价MacBook的推出,标志着苹果产品战略的一次重要调整。它不仅为预算有限的消费者提供了进入苹果生态的新入口,也可能<strong>吸引那些原本考虑</strong>iPad加键盘组合的用户。</p><p>对于学生群体和轻度办公用户而言,这款设备提供的性能足以满足日常需求,而其预计接近MacBook Air的续航表现(网页浏览约15小时,视频播放约18小时)也是重要的加分项。</p><img src=\"https://mmbiz.qpic.cn/sz_mmbiz_png/Lbeuxrm2qyz8GKss3e8maJ9fQ7iaibZMUVVFpcFNZbSAJb0X06WjzdfAAHUblzxNnAHP75fWP6Ijk07Vib5HXuibaQ/640?wx_fmt=png\"/><p>展望未来,苹果若能在2026年成功推出并销售这款低价MacBook,预计<strong>将在</strong>2026年为MacBook整体销量贡献500万至700万台的增量。</p><p>这将帮助苹果MacBook的整体年出货量<strong>恢复至疫情高峰时期的</strong>2500万台水平。</p><p>目前,搭载M3芯片的MacBook Air官方起售价为999美元,但在一些第三方渠道,价格可能有所浮动。</p><p>苹果选择在这个时机推出一款定位更加亲民的产品,意图在竞争激烈的入门级市场分得一杯羹。当全球笔记本市场因供应链问题面临挑战时,苹果的这一步棋,是防御也是进攻。</p><p>可以预见,如果这款低价MacBook能够以<strong>4000元档</strong>的价格实现接近MacBook Air的日常体验,它将在教育市场和入门用户中获得巨大吸引力。</p></article></body></html>","source":"tencent","collect":0,"html":"<!DOCTYPE html>\n<html>\n<head>\n<meta http-equiv=\"Content-Type\" content=\"text/html; charset=utf-8\" />\n<meta name=\"viewport\" content=\"width=device-width,initial-scale=1.0,minimum-scale=1.0,maximum-scale=1.0,user-scalable=no\"/>\n<meta name=\"format-detection\" content=\"telephone=no,email=no,address=no\" />\n<title>苹果出招“跨界王炸”!首款iPhone芯MacBook杀入4000元档</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{ 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class=\"title\">\n苹果出招“跨界王炸”!首款iPhone芯MacBook杀入4000元档\n</h2>\n\n<h4 class=\"meta\">\n\n\n2026-01-05 09:22 北京时间 <a href=http://gu.qq.com/resources/shy/news/detail-v2/index.html#/?id=nesSN20260105095958a6f3c1cd&s=b><strong>AI解读社</strong></a>\n\n\n</h4>\n\n</header>\n<article>\n<div>\n<p>今年春季,苹果计划推出一款定位入门的低价版MacBook。这款产品预计将采用与部分iPad Air、iPad Pro机型一致的12.9英寸LCD屏幕。核心上,它首次搭载了iPhone 16 Pro同款的A18 Pro芯片,基于台积电第二代3纳米工艺。为了控制成本,这款MacBook在屏幕、接口和机身材质上进行了调整。其外壳采用多彩配色,包含银色、蓝色、粉色和黄色等选项,甚至不排除回归塑料外壳的可能...</p>\n\n<a href=\"http://gu.qq.com/resources/shy/news/detail-v2/index.html#/?id=nesSN20260105095958a6f3c1cd&s=b\">网页链接</a>\n\n</div>\n\n\n</article>\n</div>\n</body>\n</html>\n","type":0,"thumbnail":"","relate_stocks":{"LU0096362180.USD":"CT (LUX) I GLOBAL FOCUS \"DU\" (USD)","LU2065171402.SGD":"M&G (LUX) GLOBAL MAXIMA \"A\" (SGD) INC","LU0353189763.USD":"ALLSPRING US ALL CAP GROWTH FUND \"I\" (USD) ACC","LU0795875086.SGD":"JPMorgan Investment Funds - Global Income A (div) SGD","LU0096364046.USD":"CT (LUX) 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Pro芯片,基于台积电第二代3纳米工艺。为了控制成本,这款MacBook在屏幕、接口和机身材质上进行了调整。其外壳采用多彩配色,包含银色、蓝色、粉色和黄色等选项,甚至不排除回归塑料外壳的可能。定价预计在499至899美元之间,国行价格有望进入4000元档位。核心配置与性能定位这款低价MacBook最大的亮点在于其核心的跨界选择。它没有沿用Mac产品线的M系列芯片,而是首次搭载了来自iPhone 16 Pro的A18 Pro芯片。这一策略打破了苹果长久以来为不同产品线配置专属芯片的传统。性能方面,根据Geekbench 6测试结果,A18 Pro展现出了单核性能接近M3 Ultra、多核性能超越初代M1芯片的表现。这意味着尽管定位入门,但这款设备在处理日常任务时依然能保持流畅。在具体应用上,它足以应对网页浏览、文档处理、4K视频播放以及轻度照片编辑等工作。不过,对于专业级的大型软件和高端游戏,这款设备可能就不太适用了。成本控制与设计取舍为了实现更亲民的价格,苹果在这款MacBook上进行了一系列的成本控制设计。屏幕方面,它搭载了12.9英寸LCD屏,无mini-LED技术和ProMotion高刷新率支持,也不支持HDR显示。这使其显示效果与当前MacBook Air的Liquid视网膜显示屏有明显差距。接口设计上,由于A18 Pro芯片本身不支持Thunderbolt技术,这款MacBook可能仅配备单个普通USB-C接口。这意味着数据传输速度和扩展显示功能将受到限制,无法直接连接高速外设或多台高分辨率显示器。机身设计则可能采用多彩配色方案,提供银色、蓝色、粉色和黄色等选项。有分析认为,为了进一步降低成本,苹果甚至可能回归塑料外壳,这与当前MacBook普遍采用的铝合金机身形成鲜明对比。市场定位与战略意义苹果对这款低价MacBook寄予厚望。它的目标很明确:冲击入门到中端市场,直接与Chromebook和Windows PC竞争。特别是在教育市场,这款设备有望成为苹果重要的增长点。值得注意的是,当前笔记本市场正面临内存芯片短缺的挑战。TrendForce预测2026年笔记本电脑出货量可能同比下降5.4%至10.1%。然而,分析认为苹果凭借其供应链效率和规模优势,受到的影响可能小于竞争对手。此时推出低价产品,可能是苹果抢占市场份额的战略选择。与现有产品的差异化为了更清晰地了解这款低价MacBook的定位,我们可以将其与当前在售的MacBook Air进行对比:从表格可以看出,低价MacBook在芯片、屏幕、接口和材质上都做出了明确的成本妥协,以换取价格的大幅下降。产品影响与用户选择这款低价MacBook的推出,标志着苹果产品战略的一次重要调整。它不仅为预算有限的消费者提供了进入苹果生态的新入口,也可能吸引那些原本考虑iPad加键盘组合的用户。对于学生群体和轻度办公用户而言,这款设备提供的性能足以满足日常需求,而其预计接近MacBook Air的续航表现(网页浏览约15小时,视频播放约18小时)也是重要的加分项。展望未来,苹果若能在2026年成功推出并销售这款低价MacBook,预计将在2026年为MacBook整体销量贡献500万至700万台的增量。这将帮助苹果MacBook的整体年出货量恢复至疫情高峰时期的2500万台水平。目前,搭载M3芯片的MacBook Air官方起售价为999美元,但在一些第三方渠道,价格可能有所浮动。苹果选择在这个时机推出一款定位更加亲民的产品,意图在竞争激烈的入门级市场分得一杯羹。当全球笔记本市场因供应链问题面临挑战时,苹果的这一步棋,是防御也是进攻。可以预见,如果这款低价MacBook能够以4000元档的价格实现接近MacBook Air的日常体验,它将在教育市场和入门用户中获得巨大吸引力。","news_type":1,"symbols_score_info":{"MACW.SI":0.6,"AAPL":1.98}},"isVote":1,"tweetType":1,"viewCount":547,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"CN","totalScore":0},{"id":518545132872112,"gmtCreate":1767572715412,"gmtModify":1767576949350,"author":{"id":"3464653850399717","authorId":"3464653850399717","name":"起司_9213","avatar":"https://static.tigerbbs.com/b289deca4491f8ad58d28ab9cc1d2890","crmLevel":2,"crmLevelSwitch":0,"followedFlag":false,"authorIdStr":"3464653850399717","idStr":"3464653850399717"},"themes":[],"title":"","htmlText":"本来想拍马屁,结果拍老虎屁股了","listText":"本来想拍马屁,结果拍老虎屁股了","text":"本来想拍马屁,结果拍老虎屁股了","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":1,"commentSize":0,"repostSize":0,"link":"https://laohu8.com/post/518545132872112","repostId":"2600023221","repostType":2,"repost":{"id":"2600023221","kind":"news","pubTimestamp":1767533400,"share":"https://www.laohu8.com/m/news/2600023221?lang=zh_CN&edition=full","pubTime":"2026-01-04 21:30","market":"us","language":"zh","title":"特斯拉这波操作太意外!优秀员工提增产建议被开除,理由出人意料","url":"https://stock-news.laohu8.com/highlight/detail?id=2600023221","media":"科技新宠儿","summary":"特斯拉最近这事儿真挺让人意外的,有位表现不错的员工,就因为提了个增产建议,直接被开除了,这事传开后不少人都在讨论。这位员工提议,想通过增加普通员工的工作时间来提升产能,本想着是为公司着想,没成想提议一出,直接被特斯拉给开了。特斯拉给出的说法也很明确,这种让员工靠延长工时来增产的方式,本质上是给同事施压,这在公司是明令禁止、零容忍的。#特斯拉员工风波 #员工权益关注 #特斯拉企业文化","content":"<html><body><article><img src=\"https://mmbiz.qpic.cn/mmbiz_jpg/zbmdrC6ibjG7HuPLaZDiaEKvibTibMYbxtS5HQzCAzYwItAG6LiaH7lTRGecC4czHWlbhdN2nCuZmWWsVgtxmlGYY4w/0?wx_fmt=jpeg\"/><img src=\"https://fid-75186.picgzc.qpic.cn/20260104220605025v152iglnnirvhlz\"/><p><a href=\"https://laohu8.com/S/TSLA\">特斯拉</a>最近这事儿真挺让人意外的,有位表现不错的员工,就因为提了个增产建议,直接被开除了,这事传开后不少人都在讨论。</p><p>这位员工提议,想通过增加普通员工的工作时间来提升产能,本想着是为公司着想,没成想提议一出,直接被特斯拉给开了。据说这位员工之前工作表现很亮眼,结果就因为这个建议,落得被开除的下场,不少人都觉得这事挺颠覆常理的。</p><p>按常理说,主动为公司产能操心提建议,怎么看都是积极上心的表现,放到不少企业里说不定还能被认可,可到了特斯拉这儿,反倒踩了红线。特斯拉给出的说法也很明确,这种让员工靠延长工时来增产的方式,本质上是给同事施压,这在公司是明令禁止、零容忍的。</p><p>其实了解下来也能发现,特斯拉工厂的产能提升,靠的更多是智能化设备和流程优化,并不是靠员工硬熬时间赶工。员工自己愿意加班多挣点是个人选择,但公司绝不允许管理层把产能压力,转嫁到增加员工工作时长上。</p><p>这事一出大家看法也不一样,不少打工人觉得挺解气,毕竟现在不少地方还在靠强制加班堆产能,特斯拉能守住这条线挺难得。但也有人提出质疑,说不同地区的工厂标准不一样,存在双重标准的情况,各有各的说法。</p><p>现在这事的具体细节还没等来特斯拉官方回应,但确实戳中了不少打工人的心声。说到底,提升产能终究该靠方法优化,而非盯着员工的工作时间,比起鼓励加班的氛围,不被强迫加班,才是打工人更想要的职场安稳。 #特斯拉员工风波 #员工权益关注 #特斯拉企业文化</p></article></body></html>","source":"tencent","collect":0,"html":"<!DOCTYPE html>\n<html>\n<head>\n<meta http-equiv=\"Content-Type\" content=\"text/html; charset=utf-8\" />\n<meta name=\"viewport\" content=\"width=device-width,initial-scale=1.0,minimum-scale=1.0,maximum-scale=1.0,user-scalable=no\"/>\n<meta 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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特斯拉这波操作太意外!优秀员工提增产建议被开除,理由出人意料\n</h2>\n\n<h4 class=\"meta\">\n\n\n2026-01-04 21:30 北京时间 <a href=http://gu.qq.com/resources/shy/news/detail-v2/index.html#/?id=nesSN20260104221947a6f23258&s=b><strong>科技新宠儿</strong></a>\n\n\n</h4>\n\n</header>\n<article>\n<div>\n<p>特斯拉最近这事儿真挺让人意外的,有位表现不错的员工,就因为提了个增产建议,直接被开除了,这事传开后不少人都在讨论。这位员工提议,想通过增加普通员工的工作时间来提升产能,本想着是为公司着想,没成想提议一出,直接被特斯拉给开了。据说这位员工之前工作表现很亮眼,结果就因为这个建议,落得被开除的下场,不少人都觉得这事挺颠覆常理的。按常理说,主动为公司产能操心提建议,怎么看都是积极上心的表现,放到不少企业里...</p>\n\n<a href=\"http://gu.qq.com/resources/shy/news/detail-v2/index.html#/?id=nesSN20260104221947a6f23258&s=b\">网页链接</a>\n\n</div>\n\n\n</article>\n</div>\n</body>\n</html>\n","type":0,"thumbnail":"","relate_stocks":{"LU0943347566.SGD":"安联收益及增长平衡基金AM H2-SGD","LU2471134796.USD":"INVESCO GLOBAL EQUITY INCOME ADVANTAGE \"A\" (USD) INC","LU0234572021.USD":"高盛美国核心股票组合Acc","LU0210536198.USD":"JPM US GROWTH \"A\" ACC","LU0820562030.AUD":"ALLIANZ INCOME AND GROWTH \"AMH2\" (AUDHDG) H2 INC","LU2750360641.GBP":"INVESCO GLOBAL EQUITY INCOME ADVANTAGE \"A\" (GBPHDG) INC","LU0345769128.USD":"NINETY ONE GSF GLOBAL EQUITY \"A\" 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DIS","LU2471134952.CNY":"INVESCO GLOBAL EQUITY INCOME ADVANTAGE \"A\" (CNYHDG) INC","IE00B19Z8X17.USD":"FTGF CLEARBRIDGE US LARGE CAP GROWTH \"AG\" (USD) ACC","LU1551013342.USD":"Allianz Income and Growth Cl AMg2 DIS USD","LU2471134879.HKD":"INVESCO GLOBAL EQUITY INCOME ADVANTAGE \"A\" (HKD) INC","LU2471134523.USD":"INVESCO GLOBAL EQUITY INCOME ADVANTAGE \"A\" (USD) ACC"},"source_url":"http://gu.qq.com/resources/shy/news/detail-v2/index.html#/?id=nesSN20260104221947a6f23258&s=b","is_english":false,"share_image_url":"https://static.laohu8.com/9a95c1376e76363c1401fee7d3717173","article_id":"2600023221","content_text":"特斯拉最近这事儿真挺让人意外的,有位表现不错的员工,就因为提了个增产建议,直接被开除了,这事传开后不少人都在讨论。这位员工提议,想通过增加普通员工的工作时间来提升产能,本想着是为公司着想,没成想提议一出,直接被特斯拉给开了。据说这位员工之前工作表现很亮眼,结果就因为这个建议,落得被开除的下场,不少人都觉得这事挺颠覆常理的。按常理说,主动为公司产能操心提建议,怎么看都是积极上心的表现,放到不少企业里说不定还能被认可,可到了特斯拉这儿,反倒踩了红线。特斯拉给出的说法也很明确,这种让员工靠延长工时来增产的方式,本质上是给同事施压,这在公司是明令禁止、零容忍的。其实了解下来也能发现,特斯拉工厂的产能提升,靠的更多是智能化设备和流程优化,并不是靠员工硬熬时间赶工。员工自己愿意加班多挣点是个人选择,但公司绝不允许管理层把产能压力,转嫁到增加员工工作时长上。这事一出大家看法也不一样,不少打工人觉得挺解气,毕竟现在不少地方还在靠强制加班堆产能,特斯拉能守住这条线挺难得。但也有人提出质疑,说不同地区的工厂标准不一样,存在双重标准的情况,各有各的说法。现在这事的具体细节还没等来特斯拉官方回应,但确实戳中了不少打工人的心声。说到底,提升产能终究该靠方法优化,而非盯着员工的工作时间,比起鼓励加班的氛围,不被强迫加班,才是打工人更想要的职场安稳。 #特斯拉员工风波 #员工权益关注 #特斯拉企业文化","news_type":1,"symbols_score_info":{"TSYW.SI":0.6,"TSLA":1.94}},"isVote":1,"tweetType":1,"viewCount":610,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"CN","totalScore":0},{"id":497936707231744,"gmtCreate":1762589432066,"gmtModify":1762589771675,"author":{"id":"3464653850399717","authorId":"3464653850399717","name":"起司_9213","avatar":"https://static.tigerbbs.com/b289deca4491f8ad58d28ab9cc1d2890","crmLevel":2,"crmLevelSwitch":0,"followedFlag":false,"authorIdStr":"3464653850399717","idStr":"3464653850399717"},"themes":[],"title":"","htmlText":"加油京东,名字有点土气","listText":"加油京东,名字有点土气","text":"加油京东,名字有点土气","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":1,"commentSize":0,"repostSize":0,"link":"https://laohu8.com/post/497936707231744","repostId":"2581486855","repostType":2,"repost":{"id":"2581486855","kind":"news","pubTimestamp":1762570224,"share":"https://www.laohu8.com/m/news/2581486855?lang=zh_CN&edition=full","pubTime":"2025-11-08 10:50","market":"us","language":"zh","title":"京东狼族机器人全球智能工厂项目签约落地无锡","url":"https://stock-news.laohu8.com/highlight/detail?id=2581486855","media":"人民财讯","summary":"【京东狼族机器人全球智能工厂项目签约落地无锡】近日,京东狼族机器人全球智能工厂项目正式落地无锡。京东狼族机器人全球智能工厂项目将建设京东全球首个智能物流机器人超级工厂,实现从核心零部件生产到机器人本体组装、再到软件系统集成的全流程智能化,建成后将成为京东规模最大、自动化程度最高的机器人生产基地之一。","content":"<html><body><div>\n<p><img border=\"0\" height=\"276\" src=\"https://webquoteklinepic.eastmoney.com/GetPic.aspx?nid=116.09618&imageType=k&token=28dfeb41d35cc81d84b4664d7c23c49f&at=1\" width=\"578\"/></p><p><img border=\"0\" height=\"276\" src=\"https://webquoteklinepic.eastmoney.com/GetPic.aspx?nid=105.JD&imageType=k&token=28dfeb41d35cc81d84b4664d7c23c49f&at=1\" width=\"578\"/></p><p> 近日,<span><a href=\"https://laohu8.com/S/JD\">京东</a></span><span></span>狼族<span>机器人</span><span></span>全球智能工厂项目正式落地无锡。<span href=\"http://quote.eastmoney.com/unify/r/105.JD\" target=\"_blank\" web=\"1\">京东</span>狼族<span href=\"http://quote.eastmoney.com/unify/r/0.300024\" target=\"_blank\" web=\"1\">机器人</span>全球智能工厂项目将建设<span href=\"http://quote.eastmoney.com/unify/r/105.JD\" target=\"_blank\" web=\"1\">京东</span>全球首个智能物流<span href=\"http://quote.eastmoney.com/unify/r/0.300024\" target=\"_blank\" web=\"1\">机器人</span>超级工厂,实现从核心零部件生产到机器人本体组装、再到软件系统集成的全流程智能化,<a href=\"https://laohu8.com/S/01630\">建成</a>后将成为京东规模最大、自动化程度最高的机器人生产基地之一。</p><p>(文章来源:人民财讯)</p> </div></body></html>","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>京东狼族机器人全球智能工厂项目签约落地无锡</title>\n<style 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href=\"http://stock.eastmoney.com/a/202511083558849776.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":{"89618":"京东集团-SWR","LU0320764599.SGD":"FTIF - Templeton China A Acc SGD","LU0488056044.USD":"Allianz Asian Multi Income Plus Cl AM DIS USD","LU0164865239.USD":"HSBC GIF CHINESE EQUITY \"AC\" (USD) ACC","BK1591":"就地过年概念","LU1282649067.USD":"ALLIANZ ASIAN MULTI INCOME PLUS \"AMG\" (USD) INC A","LU1794554557.SGD":"Allianz All China Equity AT Acc H2-SGD","LU0708995583.HKD":"TEMPLETON CHINA \"A\" (HKD) ACC","LU0865486749.SGD":"Eastspring Investments - Asian Equity Income AS SGD-H","LU1770034418.SGD":"ALL CHINA EQUITY \"A\" (SGDHDG) ACC","IE00BGV7N243.SGD":"FSSA Global Emerging Markets Focus I Acc SGD","LU0499858438.USD":"NINETY ONE GSF ASIA PACIFIC EQUITY OPPORTUNITIES \"A\" (USD) INC","LU0463099449.HKD":"SCHRODER ISF CHINA OPPORTUNITIES \"A\" (HKD) ACC","09618":"京东集团-SW","BK4505":"高瓴资本持仓","LU0039217434.USD":"HSBC GIF CHINESE 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ACC"},"source_url":"http://stock.eastmoney.com/a/202511083558849776.html","is_english":false,"share_image_url":"https://static.laohu8.com/e9f99090a1c2ed51c021029395664489","article_id":"2581486855","content_text":"近日,京东狼族机器人全球智能工厂项目正式落地无锡。京东狼族机器人全球智能工厂项目将建设京东全球首个智能物流机器人超级工厂,实现从核心零部件生产到机器人本体组装、再到软件系统集成的全流程智能化,建成后将成为京东规模最大、自动化程度最高的机器人生产基地之一。(文章来源:人民财讯)","news_type":1,"symbols_score_info":{"89618":0.6,"JD":1.5,"09618":1.5}},"isVote":1,"tweetType":1,"viewCount":1203,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"CN","totalScore":0},{"id":489307290935440,"gmtCreate":1760486718001,"gmtModify":1760486720288,"author":{"id":"3464653850399717","authorId":"3464653850399717","name":"起司_9213","avatar":"https://static.tigerbbs.com/b289deca4491f8ad58d28ab9cc1d2890","crmLevel":2,"crmLevelSwitch":0,"followedFlag":false,"authorIdStr":"3464653850399717","idStr":"3464653850399717"},"themes":[],"htmlText":"不明觉厉","listText":"不明觉厉","text":"不明觉厉","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":1,"commentSize":0,"repostSize":0,"link":"https://laohu8.com/post/489307290935440","repostId":"1153227025","repostType":2,"repost":{"id":"1153227025","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":1760459558,"share":"https://www.laohu8.com/m/news/1153227025?lang=zh_CN&edition=full","pubTime":"2025-10-15 00:32","market":"us","language":"zh","title":"美联储主席鲍威尔:可能会在未来数月停止缩表","url":"https://stock-news.laohu8.com/highlight/detail?id=1153227025","media":"老虎资讯综合","summary":"9月降息合理。","content":"<html><head></head><body><p>当地时间10月14日,美联储主席鲍威尔发表讲话。他表示:货币政策未来走向将由数据和风险评估驱动。美国政府停摆前的数据显示,经济增长可能好于预期。美国就业市场下行风险已上升。</p><p>我们手头的数据表明,当前经济状况与9月份时一致。目前货币政策不存在“无风险”路径。近期数据显示就业市场呈现低增长、低失业的特点。就业市场风险上升,证明9月降息合理。</p><p>现有数据显示,关税正在推高价格压力。美联储拥有政府来源之外的其他数据可供使用。剥夺美联储支付利息的权力将使利率控制变得非常复杂。我们认为美联储在资产负债表规模上具有更加“灵活”的空间。</p><p><strong>未来几个月资产负债表缩减或接近尾声。可能会在未来数月停止缩表。</strong>美联储官员将讨论资产负债表的构成。美联储仍致力于在较长时间内实现仅持有国债的资产负债表。当前美联储政策工具箱运行良好。看到货币市场部分领域出现收紧迹象。</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\" 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00:32</p>\n</div>\n\n</a>\n\n\n</h4>\n\n</header>\n<article>\n<html><head></head><body><p>当地时间10月14日,美联储主席鲍威尔发表讲话。他表示:货币政策未来走向将由数据和风险评估驱动。美国政府停摆前的数据显示,经济增长可能好于预期。美国就业市场下行风险已上升。</p><p>我们手头的数据表明,当前经济状况与9月份时一致。目前货币政策不存在“无风险”路径。近期数据显示就业市场呈现低增长、低失业的特点。就业市场风险上升,证明9月降息合理。</p><p>现有数据显示,关税正在推高价格压力。美联储拥有政府来源之外的其他数据可供使用。剥夺美联储支付利息的权力将使利率控制变得非常复杂。我们认为美联储在资产负债表规模上具有更加“灵活”的空间。</p><p><strong>未来几个月资产负债表缩减或接近尾声。可能会在未来数月停止缩表。</strong>美联储官员将讨论资产负债表的构成。美联储仍致力于在较长时间内实现仅持有国债的资产负债表。当前美联储政策工具箱运行良好。看到货币市场部分领域出现收紧迹象。</p></body></html>\n\n</article>\n</div>\n</body>\n</html>\n","type":0,"thumbnail":"https://static.tigerbbs.com/e6c83ea6782ac9f85870f4c49a0a1da5","relate_stocks":{".DJI":"道琼斯",".SPX":"S&P 500 Index",".IXIC":"NASDAQ 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降价 10%,但是配置却少了很多,有点不太值。难怪股价跌了,起码降到 3 万美金以下才有竞争力。","listText":"才 降价 10%,但是配置却少了很多,有点不太值。难怪股价跌了,起码降到 3 万美金以下才有竞争力。","text":"才 降价 10%,但是配置却少了很多,有点不太值。难怪股价跌了,起码降到 3 万美金以下才有竞争力。","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":2,"commentSize":0,"repostSize":0,"link":"https://laohu8.com/post/486678475633360","repostId":"1153049674","repostType":2,"repost":{"id":"1153049674","kind":"news","weMediaInfo":{"introduction":"全球快讯第一时间播报","home_visible":1,"media_name":"美股速递","id":"1004306016","head_image":"https://community-static.tradeup.com/news/b3bf6d02ad1a6e9e7377eebbb162346a"},"pubTimestamp":1759834823,"share":"https://www.laohu8.com/m/news/1153049674?lang=zh_CN&edition=full","pubTime":"2025-10-07 19:00","market":"us","language":"zh","title":"Tesla柏林工厂经理称新简化版Model Y价格将降低约10%","url":"https://stock-news.laohu8.com/highlight/detail?id=1153049674","media":"美股速递","summary":"Tesla柏林工厂经理表示,新推出的简化版Model 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margin: 0;line-height: 11px;}\n.small {font-size: 12.5px; display: inline-block; transform: scale(0.9); -webkit-transform: scale(0.9); transform-origin: left; -webkit-transform-origin: left;}\n.smaller {font-size: 12.5px; display: inline-block; transform: scale(0.8); -webkit-transform: scale(0.8); transform-origin: left; -webkit-transform-origin: left;}\n.bt-text {font-size: 12px;margin: 1.5em 0 0 0}\n.bt-text p {margin: 0}\n</style>\n</head>\n<body>\n<div class=\"wrapper\">\n<header>\n<h2 class=\"title\">\n消息称OpenAI首席执行官奥特曼全球奔走,寻求融资和合作伙伴\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\">2025-10-04 18:21</p>\n</div>\n\n</a>\n\n\n</h4>\n\n</header>\n<article>\n<html><head></head><body><p>据华尔街日报消息,OpenAI首席执行官奥尔特曼已启动一场全球性的融资与供应链行动,寻求融资和制造合作伙伴,以帮助满足这家初创公司对计算能力的永无止境的需求。</p><p>知情人士透露,为了确保OpenAI庞大、以数万亿美元计的基础设施计划能够获得长期、低成本的供应,奥尔特曼正在与供应链伙伴探讨融资替代方案。自9月下旬以来,<strong>他先后拜访了包括台积电、富士康、三星和SK海力士在内的公司。</strong>奥特曼敦促这些企业扩大产能,并优先处理OpenAI的订单。这些公司中有许多是英伟达的供应商。</p><p>奥尔特曼还计划拜访阿联酋的投资者,为OpenAI的基础设施扩张和研究筹集资金。</p></body></html>\n\n</article>\n</div>\n</body>\n</html>\n","type":0,"thumbnail":"https://static.tigerbbs.com/d4709ed42f305d9df309ff74339b5ade","relate_stocks":{},"source_url":"","is_english":false,"share_image_url":"https://static.laohu8.com/e9f99090a1c2ed51c021029395664489","article_id":"1177620332","content_text":"据华尔街日报消息,OpenAI首席执行官奥尔特曼已启动一场全球性的融资与供应链行动,寻求融资和制造合作伙伴,以帮助满足这家初创公司对计算能力的永无止境的需求。知情人士透露,为了确保OpenAI庞大、以数万亿美元计的基础设施计划能够获得长期、低成本的供应,奥尔特曼正在与供应链伙伴探讨融资替代方案。自9月下旬以来,他先后拜访了包括台积电、富士康、三星和SK海力士在内的公司。奥特曼敦促这些企业扩大产能,并优先处理OpenAI的订单。这些公司中有许多是英伟达的供应商。奥尔特曼还计划拜访阿联酋的投资者,为OpenAI的基础设施扩张和研究筹集资金。","news_type":1,"symbols_score_info":{}},"isVote":1,"tweetType":1,"viewCount":803,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"CN","totalScore":0},{"id":482333764735448,"gmtCreate":1758785811473,"gmtModify":1758785813796,"author":{"id":"3464653850399717","authorId":"3464653850399717","name":"起司_9213","avatar":"https://static.tigerbbs.com/b289deca4491f8ad58d28ab9cc1d2890","crmLevel":2,"crmLevelSwitch":0,"followedFlag":false,"authorIdStr":"3464653850399717","idStr":"3464653850399717"},"themes":[],"htmlText":"这么大的公司,做事情那么 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href=\"https://laohu8.com/S/XIACY\">小米</a>17正面迎战iPhone。</p><p class=\"t-img-caption\"><img src=\"https://static.tigerbbs.com/04bc082ca196e8033c1e866742a9fbbd\" title=\"\" tg-width=\"560\" tg-height=\"240\"/></p><p>小米将于9月25日晚7点举办雷军年度演讲,主题为《改变》,揭秘小米玄戒芯片和小米汽车背后的故事。</p><p>9月23日,雷军曾发视频预热年度演讲,他在视频中谈及为何今年的演讲比往年晚了一些。</p><p>雷军解释道,原计划是今年6月份和小米YU7的发布会一起办,但是这次发布会内容实在太多,时间也特别特别长,所以临时推迟到9月份,和小米17系列年度旗舰一起发。“当我知道推迟的时候还挺高兴的,因为这样可以蹭一下小米17的流量。”</p><p>此前,雷军发文表示:“小米17系列,产品力跨代升级,全面对标iPhone,正面迎战!”</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>小米集团股价创近3个月新高!今晚将发布小米17正面迎战iPhone</title>\n<style 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href=\"https://laohu8.com/S/01810\">小米集团-W</a>涨超4%创近3个月新高!今晚将发布<a href=\"https://laohu8.com/S/XIACY\">小米</a>17正面迎战iPhone。</p><p class=\"t-img-caption\"><img src=\"https://static.tigerbbs.com/04bc082ca196e8033c1e866742a9fbbd\" title=\"\" tg-width=\"560\" tg-height=\"240\"/></p><p>小米将于9月25日晚7点举办雷军年度演讲,主题为《改变》,揭秘小米玄戒芯片和小米汽车背后的故事。</p><p>9月23日,雷军曾发视频预热年度演讲,他在视频中谈及为何今年的演讲比往年晚了一些。</p><p>雷军解释道,原计划是今年6月份和小米YU7的发布会一起办,但是这次发布会内容实在太多,时间也特别特别长,所以临时推迟到9月份,和小米17系列年度旗舰一起发。“当我知道推迟的时候还挺高兴的,因为这样可以蹭一下小米17的流量。”</p><p>此前,雷军发文表示:“小米17系列,产品力跨代升级,全面对标iPhone,正面迎战!”</p></body></html>\n\n</article>\n</div>\n</body>\n</html>\n","type":0,"thumbnail":"https://static.tigerbbs.com/99b330c7a5fe2b62c4d008bd67f85ddd","relate_stocks":{"01810":"小米集团-W","BK4614":"Manus概念股"},"source_url":"","is_english":false,"share_image_url":"https://static.laohu8.com/e9f99090a1c2ed51c021029395664489","article_id":"1194575057","content_text":"9月25日,小米集团-W涨超4%创近3个月新高!今晚将发布小米17正面迎战iPhone。小米将于9月25日晚7点举办雷军年度演讲,主题为《改变》,揭秘小米玄戒芯片和小米汽车背后的故事。9月23日,雷军曾发视频预热年度演讲,他在视频中谈及为何今年的演讲比往年晚了一些。雷军解释道,原计划是今年6月份和小米YU7的发布会一起办,但是这次发布会内容实在太多,时间也特别特别长,所以临时推迟到9月份,和小米17系列年度旗舰一起发。“当我知道推迟的时候还挺高兴的,因为这样可以蹭一下小米17的流量。”此前,雷军发文表示:“小米17系列,产品力跨代升级,全面对标iPhone,正面迎战!”","news_type":1,"symbols_score_info":{"01810":1.5}},"isVote":1,"tweetType":1,"viewCount":1532,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"CN","totalScore":0},{"id":482043001205512,"gmtCreate":1758715403130,"gmtModify":1758715405651,"author":{"id":"3464653850399717","authorId":"3464653850399717","name":"起司_9213","avatar":"https://static.tigerbbs.com/b289deca4491f8ad58d28ab9cc1d2890","crmLevel":2,"crmLevelSwitch":0,"followedFlag":false,"authorIdStr":"3464653850399717","idStr":"3464653850399717"},"themes":[],"htmlText":"能遮风挡雨,夏天有空调,冬天有暖风 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Y信息。</strong>这款主打成本控制的新车,预计将于2025年底前正式上市,精准锚定价格敏感的个人用户,以及出租车、租赁公司、配送企业等大规模车队市场。</p><img src=\"https://fid-75186.picgzc.qpic.cn/20250924191526341d152gdm6vpjni8u\"/><p>为了实现成本与售价的双重下探,E41在设计与配置上展开了系统性简化。</p><p>比如外观设计上,特斯拉标志性的全玻璃车顶被更具<span>成本优势</span>的金属车顶取代,贯穿式灯带随独立前后保险杠的采用而消失,电动折叠后视镜与迎宾投射灯等便捷功能也一并移除,这些改动既降低了材料成本,也简化了生产流程。</p><p>内饰则彻底转向实用主义导向:标准版的纯素皮革座椅替换为织物材质,座椅调节仅保留单轴控制,通风/加热功能及加热方向盘均被取消。</p><p>氛围灯与后排触控屏的缺席进一步压缩成本,空调出风口改为手动调节模式,音响系统从16扬声器缩减至11个,中央扶手改为双件结构,就连衣帽钩这类小部件也未被保留。</p><p>机械配置方面,E41将提供后驱与四驱两种版本,搭载被描述为“特殊电机配置”的动力系统,行业推测应为特斯拉全新研发的低成本电机。悬挂系统取消了可调功能,标配18英寸基础款轮毂。</p><p>除此之外,牵引挂钩、水坑灯、金属反光玻璃、声学玻璃、<a href=\"https://laohu8.com/S/301365\">矩阵</a>大灯及前后灯条等配置均在削减清单中,而保险杠摄像头功能因对驾驶安全至关重要得以保留。</p><img src=\"https://fid-75186.picgzc.qpic.cn/20250924191529676d152yr95jgbrgxa\"/><p>总结来说,低价版Model Y通过复用现有的成熟平台和生产线与供应链,从而极大缩短新车的开发成本,降低售价。有媒体爆料,新车价格可能下探至15-20万元价。不过,目前特斯拉官方尚未确认车型细节。</p></article></body></html>","source":"tencent","collect":0,"html":"<!DOCTYPE html>\n<html>\n<head>\n<meta http-equiv=\"Content-Type\" content=\"text/html; charset=utf-8\" />\n<meta name=\"viewport\" content=\"width=device-width,initial-scale=1.0,minimum-scale=1.0,maximum-scale=1.0,user-scalable=no\"/>\n<meta name=\"format-detection\" content=\"telephone=no,email=no,address=no\" />\n<title>代号E41低价Model Y曝光 配置大幅精简 “毛坯房”变“草房”</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代号E41低价Model Y曝光 配置大幅精简 “毛坯房”变“草房”\n</h2>\n\n<h4 class=\"meta\">\n\n\n2025-09-24 19:09 北京时间 <a href=http://gu.qq.com/resources/shy/news/detail-v2/index.html#/?id=nesSN2025092419153495425172&s=b><strong>快科技</strong></a>\n\n\n</h4>\n\n</header>\n<article>\n<div>\n<p>快科技9月24日消息,有国外汽车博主近日在X平台发布推文,称在特斯拉车载固件中首次发现代号为“E41”的低价版Model Y信息。这款主打成本控制的新车,预计将于2025年底前正式上市,精准锚定价格敏感的个人用户,以及出租车、租赁公司、配送企业等大规模车队市场。为了实现成本与售价的双重下探,E41在设计与配置上展开了系统性简化。比如外观设计上,特斯拉标志性的全玻璃车顶被更具成本优势的金属车顶取代,...</p>\n\n<a href=\"http://gu.qq.com/resources/shy/news/detail-v2/index.html#/?id=nesSN2025092419153495425172&s=b\">网页链接</a>\n\n</div>\n\n\n</article>\n</div>\n</body>\n</html>\n","type":0,"thumbnail":"","relate_stocks":{"LU0097036916.USD":"贝莱德美国增长A2 USD","LU0689472784.USD":"安联收益及增长基金Cl AM AT Acc","LU1629891620.HKD":"ALLIANZ INCOME AND GROWTH \"AMG2\" (H2-HKD) INC","LU2087621335.USD":"ALLSPRING GLOBAL FACTOR ENHANCED EQUITY \"A\" (USD) ACC","LU1852331112.SGD":"Blackrock World Technology Fund A2 SGD-H","LU0943347566.SGD":"安联收益及增长平衡基金AM H2-SGD","IE00BSNM7G36.USD":"NEUBERGER BERMAN SYSTEMATIC GLOBAL SUSTAINABLE VALUE \"A\" 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USD","IE00BK4W5L77.USD":"HSBC GLOBAL FUNDS ICAV US EQUITY INDEX \"HC\" (USD) ACC","BK4555":"新能源车"},"source_url":"http://gu.qq.com/resources/shy/news/detail-v2/index.html#/?id=nesSN2025092419153495425172&s=b","is_english":false,"share_image_url":"https://static.laohu8.com/9a95c1376e76363c1401fee7d3717173","article_id":"2569703006","content_text":"快科技9月24日消息,有国外汽车博主近日在X平台发布推文,称在特斯拉车载固件中首次发现代号为“E41”的低价版Model Y信息。这款主打成本控制的新车,预计将于2025年底前正式上市,精准锚定价格敏感的个人用户,以及出租车、租赁公司、配送企业等大规模车队市场。为了实现成本与售价的双重下探,E41在设计与配置上展开了系统性简化。比如外观设计上,特斯拉标志性的全玻璃车顶被更具成本优势的金属车顶取代,贯穿式灯带随独立前后保险杠的采用而消失,电动折叠后视镜与迎宾投射灯等便捷功能也一并移除,这些改动既降低了材料成本,也简化了生产流程。内饰则彻底转向实用主义导向:标准版的纯素皮革座椅替换为织物材质,座椅调节仅保留单轴控制,通风/加热功能及加热方向盘均被取消。氛围灯与后排触控屏的缺席进一步压缩成本,空调出风口改为手动调节模式,音响系统从16扬声器缩减至11个,中央扶手改为双件结构,就连衣帽钩这类小部件也未被保留。机械配置方面,E41将提供后驱与四驱两种版本,搭载被描述为“特殊电机配置”的动力系统,行业推测应为特斯拉全新研发的低成本电机。悬挂系统取消了可调功能,标配18英寸基础款轮毂。除此之外,牵引挂钩、水坑灯、金属反光玻璃、声学玻璃、矩阵大灯及前后灯条等配置均在削减清单中,而保险杠摄像头功能因对驾驶安全至关重要得以保留。总结来说,低价版Model Y通过复用现有的成熟平台和生产线与供应链,从而极大缩短新车的开发成本,降低售价。有媒体爆料,新车价格可能下探至15-20万元价。不过,目前特斯拉官方尚未确认车型细节。","news_type":1,"symbols_score_info":{"TSLA":0.9,"TSYW.SI":0.6}},"isVote":1,"tweetType":1,"viewCount":1755,"authorTweetTopStatus":1,"verified":2,"comments":[{"author":{"id":"3464653850399717","authorId":"3464653850399717","name":"起司_9213","avatar":"https://static.tigerbbs.com/b289deca4491f8ad58d28ab9cc1d2890","crmLevel":2,"crmLevelSwitch":0,"authorIdStr":"3464653850399717","idStr":"3464653850399717"},"content":"吉姆尼还是跟特斯拉一样大品牌,值得信赖。我也很喜欢吉姆尼,很多越野爱好者要求长城的魏总出一款类似的,但是受众群体较小。","text":"吉姆尼还是跟特斯拉一样大品牌,值得信赖。我也很喜欢吉姆尼,很多越野爱好者要求长城的魏总出一款类似的,但是受众群体较小。","html":"吉姆尼还是跟特斯拉一样大品牌,值得信赖。我也很喜欢吉姆尼,很多越野爱好者要求长城的魏总出一款类似的,但是受众群体较小。"},{"author":{"id":"3562924132299436","authorId":"3562924132299436","name":"Nastu","avatar":"https://static.tigerbbs.com/839c098cc0cfb1779409ca047e771be7","crmLevel":1,"crmLevelSwitch":0,"authorIdStr":"3562924132299436","idStr":"3562924132299436"},"content":"这就是我对于汽车的要求了,吉姆尼102匹马力都很好玩","text":"这就是我对于汽车的要求了,吉姆尼102匹马力都很好玩","html":"这就是我对于汽车的要求了,吉姆尼102匹马力都很好玩"}],"imageCount":0,"langContent":"CN","totalScore":0},{"id":480321496367304,"gmtCreate":1758290246295,"gmtModify":1758290248625,"author":{"id":"3464653850399717","authorId":"3464653850399717","name":"起司_9213","avatar":"https://static.tigerbbs.com/b289deca4491f8ad58d28ab9cc1d2890","crmLevel":2,"crmLevelSwitch":0,"followedFlag":false,"authorIdStr":"3464653850399717","idStr":"3464653850399717"},"themes":[],"htmlText":"让 Kumar 去 meta 吧。 印度人太会说了。","listText":"让 Kumar 去 meta 吧。 印度人太会说了。","text":"让 Kumar 去 meta 吧。 印度人太会说了。","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":1,"commentSize":0,"repostSize":0,"link":"https://laohu8.com/post/480321496367304","repostId":"1147036736","repostType":2,"repost":{"id":"1147036736","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":1758250288,"share":"https://www.laohu8.com/m/news/1147036736?lang=zh_CN&edition=full","pubTime":"2025-09-19 10:51","market":"us","language":"zh","title":"特斯拉Optimus AI团队负责人Ashish Kumar离职,加盟Meta","url":"https://stock-news.laohu8.com/highlight/detail?id=1147036736","media":"老虎资讯综合","summary":"他领导团队专注于可扩展AI方法的研究。","content":"<html><head></head><body><p>特斯拉Optimus AI团队的负责人Ashish Kumar宣布离职,加入Meta担任研究科学家一职。Ashish Kumar于2023年7月加入特斯拉,负责Optimus项目的AI开发工作,直至2025年9月离职。在特斯拉的两年多时间里,他领导团队专注于可扩展AI方法的研究,将传统机器人控制栈替换为强化学习(Reinforcement Learning)技术,并通过视频学习提升机器人的灵巧度(dexterity)。</p><p>特斯拉Optimus人形机器人项目的负责人为阿肖克·埃卢斯瓦米(AshokElluswamy),他自2025年6月起接任该项目负责人。</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Optimus AI团队负责人Ashish Kumar离职,加盟Meta</title>\n<style 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margin: 0;line-height: 11px;}\n.small {font-size: 12.5px; display: inline-block; transform: scale(0.9); -webkit-transform: scale(0.9); transform-origin: left; -webkit-transform-origin: left;}\n.smaller {font-size: 12.5px; display: inline-block; transform: scale(0.8); -webkit-transform: scale(0.8); transform-origin: left; -webkit-transform-origin: left;}\n.bt-text {font-size: 12px;margin: 1.5em 0 0 0}\n.bt-text p {margin: 0}\n</style>\n</head>\n<body>\n<div class=\"wrapper\">\n<header>\n<h2 class=\"title\">\n特斯拉Optimus AI团队负责人Ashish Kumar离职,加盟Meta\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\">2025-09-19 10:51</p>\n</div>\n\n</a>\n\n\n</h4>\n\n</header>\n<article>\n<html><head></head><body><p>特斯拉Optimus AI团队的负责人Ashish Kumar宣布离职,加入Meta担任研究科学家一职。Ashish Kumar于2023年7月加入特斯拉,负责Optimus项目的AI开发工作,直至2025年9月离职。在特斯拉的两年多时间里,他领导团队专注于可扩展AI方法的研究,将传统机器人控制栈替换为强化学习(Reinforcement Learning)技术,并通过视频学习提升机器人的灵巧度(dexterity)。</p><p>特斯拉Optimus人形机器人项目的负责人为阿肖克·埃卢斯瓦米(AshokElluswamy),他自2025年6月起接任该项目负责人。</p></body></html>\n\n</article>\n</div>\n</body>\n</html>\n","type":0,"thumbnail":"https://static.tigerbbs.com/b7fb767c74ad79212c5fd4ec6b9fd89b","relate_stocks":{"TSLA":"特斯拉"},"source_url":"","is_english":false,"share_image_url":"https://static.laohu8.com/e9f99090a1c2ed51c021029395664489","article_id":"1147036736","content_text":"特斯拉Optimus AI团队的负责人Ashish Kumar宣布离职,加入Meta担任研究科学家一职。Ashish Kumar于2023年7月加入特斯拉,负责Optimus项目的AI开发工作,直至2025年9月离职。在特斯拉的两年多时间里,他领导团队专注于可扩展AI方法的研究,将传统机器人控制栈替换为强化学习(Reinforcement Learning)技术,并通过视频学习提升机器人的灵巧度(dexterity)。特斯拉Optimus人形机器人项目的负责人为阿肖克·埃卢斯瓦米(AshokElluswamy),他自2025年6月起接任该项目负责人。","news_type":1,"symbols_score_info":{"TSLA":1.1}},"isVote":1,"tweetType":1,"viewCount":954,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"CN","totalScore":0},{"id":479179718684784,"gmtCreate":1758005730951,"gmtModify":1758005733535,"author":{"id":"3464653850399717","authorId":"3464653850399717","name":"起司_9213","avatar":"https://static.tigerbbs.com/b289deca4491f8ad58d28ab9cc1d2890","crmLevel":2,"crmLevelSwitch":0,"followedFlag":false,"authorIdStr":"3464653850399717","idStr":"3464653850399717"},"themes":[],"htmlText":"三花智控主营业务会随着智能驾驶的发展而继续增长,尤其是 cybercab。所谓机器人业务执行器,感觉还有点难成气候。","listText":"三花智控主营业务会随着智能驾驶的发展而继续增长,尤其是 cybercab。所谓机器人业务执行器,感觉还有点难成气候。","text":"三花智控主营业务会随着智能驾驶的发展而继续增长,尤其是 cybercab。所谓机器人业务执行器,感觉还有点难成气候。","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":1,"commentSize":0,"repostSize":0,"link":"https://laohu8.com/post/479179718684784","isVote":1,"tweetType":1,"viewCount":1240,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"CN","totalScore":0},{"id":477548683568000,"gmtCreate":1757598981740,"gmtModify":1757598983944,"author":{"id":"3464653850399717","authorId":"3464653850399717","name":"起司_9213","avatar":"https://static.tigerbbs.com/b289deca4491f8ad58d28ab9cc1d2890","crmLevel":2,"crmLevelSwitch":0,"followedFlag":false,"authorIdStr":"3464653850399717","idStr":"3464653850399717"},"themes":[],"htmlText":"通过在特斯拉附近建厂来疯狂蹭特斯拉热度。也就是自己啥也不是,非要天天去高端场合里扫地打扫卫生","listText":"通过在特斯拉附近建厂来疯狂蹭特斯拉热度。也就是自己啥也不是,非要天天去高端场合里扫地打扫卫生","text":"通过在特斯拉附近建厂来疯狂蹭特斯拉热度。也就是自己啥也不是,非要天天去高端场合里扫地打扫卫生","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":2,"commentSize":0,"repostSize":0,"link":"https://laohu8.com/post/477548683568000","repostId":"2566895559","repostType":2,"repost":{"id":"2566895559","kind":"news","pubTimestamp":1757566502,"share":"https://www.laohu8.com/m/news/2566895559?lang=zh_CN&edition=full","pubTime":"2025-09-11 12:55","market":"us","language":"zh","title":"追觅拟特斯拉附近盖厂,新车明年CES首发","url":"https://stock-news.laohu8.com/highlight/detail?id=2566895559","media":"金融界","summary":"9月10日,追觅科技创始人兼CEO俞浩在朋友圈发了三张汽车的渲染图。也就是说,这个8月才正式官宣的产品,将在明年1月的CES亮相。时代财经获悉,追觅汽车将与法国巴黎银行进行合作,共同建造德国工厂,工厂选址位于特斯拉德国柏林超级工厂附近。在追觅造车消息正式释放的8月底,时代财经曾经走访上海两处疑似造车地点。","content":"<html><body><article><p>追觅的“豪车”脚步渐近?</p><p>8月底,追觅一纸全员信,官宣了要造“对标布加迪<a href=\"https://laohu8.com/S/603779\">威龙</a>”的超<a href=\"https://laohu8.com/S/DLX\">豪华</a>纯电产品的消息。</p><p>9月10日,追觅科技创始人兼CEO俞浩在朋友圈发了三张汽车的渲染图。配文表示:追觅-布加迪,将在美国CES上,首发并展出样车。也就是说,这个8月才正式官宣的产品,将在明年1月的CES亮相。</p><img src=\"https://fid-75186.picgzc.qpic.cn/20250911130539627d152p0m0xj5070n\"/><p>图源:微信朋友圈截图</p><p>事实上,样车即将到来不是追觅近期唯一的大消息。</p><p>在概念图发布之前,追觅的汽车工厂已经在德国选址。时代财经获悉,追觅汽车将与<a href=\"https://laohu8.com/S/0HB5.UK\">法国巴黎银行</a>进行合作,共同建造德国工厂,工厂选址位于<a href=\"https://laohu8.com/S/TSLA\">特斯拉</a>德国柏林超级工厂附近。</p><p>为什么追觅会选择将汽车工厂建在德国?</p><p>资深产业经济分析师、钉科技创始人丁少将认为,追觅汽车工厂落子德国的主要原因是市场定位。“追觅这个产品或许主要会面向海外市场,或者说是全球市场。因此,将工厂设在德国更有利于其全球化业务的拓展。”</p><p>追觅“对标布加迪威龙”的产品定位也是其选择在德国建厂的原因之一。在丁少将看来,德国是众多高端乃至超豪华汽车品牌的发源地。“此外,德国汽车产业基础雄厚,汽车人才密集,具备显著的产业链优势。”他指出。</p><p>追觅希望成为中国高端智能电动车市场的新玩家,但其在国内的造车具体布局却显得颇为神秘。</p><p>在追觅造车消息正式释放的8月底,时代财经曾经走访上海两处疑似造车地点。</p><p>8月28日,追觅在<a href=\"https://laohu8.com/S/BZ\">BOSS直聘</a>上曾经释放出一个名为自动驾驶大模型算法工程师的岗位(现已关闭),岗位办公地点在<a href=\"https://laohu8.com/S/600848\">上海临港</a>新片区环湖西二路888号C楼。</p><p>但时代财经实地探访之后,并没有发现追觅的踪迹。</p><p>“这里是临港的企业服务中心,如果公司没地方注册,就会把地址填在这里。”该处门卫向时代财经表示。</p><p>时代财经还前往了临港新片区另一处被标记为追觅科技(上海)有限公司的地址,但同样没有发现外部标注为追觅的厂房,园区的保安也表示“这里没有叫追觅的公司”。</p><p>事实上,早在2024年就有媒体报道追觅科技启动造车项目。时代财经注意到,求职平台脉脉上,最早在2023年就有用户询问追觅造车的情况。</p><p>尽管汽车业务在国内如何推进仍在迷雾中,但追觅的相关岗位已经在不断开放。在BOSS直聘上以“汽车”为岗位关键词搜索,会发现不少在招岗位,且招聘者当日活跃。岗位包括汽车海外销售经理、汽车造型设计师、汽车内饰主任工程师、HRBP(汽车方向)、社媒传播(汽车/手机方向)等,整体月薪从1.5万元起跳,最高月薪甚至能达到6万元,工作地点遍布国内多地。</p><img src=\"https://fid-75186.picgzc.qpic.cn/20250911130546790d152iy2hgate3en\"/><p>图源:BOSS直聘截图</p><p>从清洁家电起步,到如今官宣要造车,是什么在推动追觅“跨界”?</p><p>在丁少将看来,追觅跨界造车受到技术积累与市场机遇的双重驱动。市场机遇上,超豪华电动车市场存在空白,追觅希望以“技术溢价”重塑高端品牌形象。技术积累上,其核心技术如高速数字马达、AI算法等可复用至汽车电驱系统与智能座舱。</p><p>去年10月,俞浩转发了一篇探讨扫地机器人与汽车技术异同的媒体报道,并说道“在人工智能时代,一台扫地机器人与一台汽车的共通之处,比外表看起来要多得多。”</p><img src=\"https://fid-75186.picgzc.qpic.cn/20250911130549293d152kbbwxwvv0do\"/><p>图源:微博责任编辑:栎树</p></article></body></html>","source":"tencent","collect":0,"html":"<!DOCTYPE html>\n<html>\n<head>\n<meta http-equiv=\"Content-Type\" content=\"text/html; charset=utf-8\" />\n<meta name=\"viewport\" content=\"width=device-width,initial-scale=1.0,minimum-scale=1.0,maximum-scale=1.0,user-scalable=no\"/>\n<meta name=\"format-detection\" content=\"telephone=no,email=no,address=no\" />\n<title>追觅拟特斯拉附近盖厂,新车明年CES首发</title>\n<style 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margin: 0;line-height: 11px;}\n.small {font-size: 12.5px; display: inline-block; transform: scale(0.9); -webkit-transform: scale(0.9); transform-origin: left; -webkit-transform-origin: left;}\n.smaller {font-size: 12.5px; display: inline-block; transform: scale(0.8); -webkit-transform: scale(0.8); transform-origin: left; -webkit-transform-origin: left;}\n.bt-text {font-size: 12px;margin: 1.5em 0 0 0}\n.bt-text p {margin: 0}\n</style>\n</head>\n<body>\n<div class=\"wrapper\">\n<header>\n<h2 class=\"title\">\n追觅拟特斯拉附近盖厂,新车明年CES首发\n</h2>\n\n<h4 class=\"meta\">\n\n\n2025-09-11 12:55 北京时间 <a href=http://gu.qq.com/resources/shy/news/detail-v2/index.html#/?id=nesSN2025091113055395242999&s=b><strong>金融界</strong></a>\n\n\n</h4>\n\n</header>\n<article>\n<div>\n<p>追觅的“豪车”脚步渐近?8月底,追觅一纸全员信,官宣了要造“对标布加迪威龙”的超豪华纯电产品的消息。9月10日,追觅科技创始人兼CEO俞浩在朋友圈发了三张汽车的渲染图。配文表示:追觅-布加迪,将在美国CES上,首发并展出样车。也就是说,这个8月才正式官宣的产品,将在明年1月的CES亮相。图源:微信朋友圈截图事实上,样车即将到来不是追觅近期唯一的大消息。在概念图发布之前,追觅的汽车工厂已经在德国选址...</p>\n\n<a href=\"http://gu.qq.com/resources/shy/news/detail-v2/index.html#/?id=nesSN2025091113055395242999&s=b\">网页链接</a>\n\n</div>\n\n\n</article>\n</div>\n</body>\n</html>\n","type":0,"thumbnail":"","relate_stocks":{"LU0348723411.USD":"ALLIANZ GLOBAL HI-TECH GROWTH \"A\" (USD) INC","TSLA":"特斯拉","IE00BJLML261.HKD":"HSBC GLOBAL EQUITY INDEX \"HCH\" (HKD) ACC","LU1066051498.USD":"HSBC GIF GLOBAL EQUITY VOLATILITY FOCUSED \"AM2\" (USD) INC","TSLL":"2倍做多TSLA ETF-Direxion","TSYW.SI":"TESLA 3xLongSG261006","LU0323591593.USD":"SCHRODER ISF QEP GLOBAL QUALITY \"A\" (USD) ACC","LU2249611893.SGD":"BNP PARIBAS ENERGY TRANSITION \"CRH\" (SGD) ACC","LU0820561909.HKD":"ALLIANZ INCOME AND GROWTH \"AM\" (HKD) INC","BK4527":"明星科技股","LU2357305700.SGD":"Allianz Global Artificial Intelligence ET H2-SGD","LU1674673428.USD":"HSBC GIF GLOBAL LOWER CARBON EQUITY \"AC\" (USD) ACC","LU0234570918.USD":"高盛全球核心股票组合Acc Close","LU1548497426.USD":"安联环球人工智能AT Acc","SG9999015952.SGD":"LIONGLOBAL DISRUPTIVE INNOVATION \"I\" 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万以内可能还有点竞争力","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":1,"commentSize":0,"repostSize":0,"link":"https://laohu8.com/post/461514624798992","repostId":"2554173437","repostType":2,"repost":{"id":"2554173437","kind":"news","pubTimestamp":1753589443,"share":"https://www.laohu8.com/m/news/2554173437?lang=zh_CN&edition=full","pubTime":"2025-07-27 12:10","market":"us","language":"zh","title":"特斯拉廉价版Model Y曝光:车内中通道断开、后排屏幕没了","url":"https://stock-news.laohu8.com/highlight/detail?id=2554173437","media":"快科技","summary":"马斯克本人也确认,这个新车可能就是廉价版的Model Y。今日,有博主发现了“廉价版Model Y”伪装车的身影,虽然车身被伪装黑布包裹的严严实实,但仍透露出不少信息。整体来看,特斯拉廉价版Model Y的外观虽然没有做出太大的调整,但整车多项配置缩水,大幅压低车辆的生产成本。目前,特斯拉Model Y国内售价为26.35万元起,你觉得廉价版Model Y的售价,能够进入到20万元以内吗?","content":"<html><body><article><p>快科技7月27日消息,<a href=\"https://laohu8.com/S/TSLA\">特斯拉</a>近日发布了二季度财报,在销量持续下滑的背景下,特斯拉二季度营收、<span>净利润</span>均呈两位数下滑。</p><p>为提振特斯拉的业绩预期,特斯拉CFO透露,“更实惠的特斯拉新车”,<strong>今年上半年已经在Model 3/Y产线上开始投产,预计下半年就量产。马斯克本人也确认,这个新车可能就是廉价版的Model Y。</strong></p><p>今日,有博主发现了“廉价版Model Y”伪装车的身影,虽然车身被伪装黑布包裹的严严实实,但仍透露出不少信息。</p><p>具体来看,廉价版Model Y整体和Model Y没有太大区别,但车身长度有所缩水。</p><p>新车还取消了尾部的一体式灯带,<strong>尾灯换装了分体式大灯,同时也取消了漫反射尾灯的设计。</strong></p><p>车内最大的变化就是中通道采用断开式设计,牺牲了部分储物空间,后排出风口上方的屏幕取消,且腿部空间明显缩减。</p><img src=\"https://fid-75186.picgzc.qpic.cn/20250727121648150d152g4mq9q4jqo7\"/><p>车内A柱上取消了高音喇叭,车顶也取消了全景天幕,采用常规的金属车顶,且没有设计天窗。车辆座椅的侧翼由此前的皮质换装为织布材质。</p><img src=\"https://fid-75186.picgzc.qpic.cn/20250727121649798d152mpmfaxpn5ax\"/><p>整体来看,特斯拉廉价版Model Y的外观虽然没有做出太大的调整,但整车多项配置缩水,大幅压低车辆的生产成本。</p><p>目前,特斯拉Model Y国内售价为26.35万元起,<strong>你觉得廉价版Model Y的售价,能够进入到20万元以内吗?</strong></p><img src=\"https://img1.mydrivers.com/img/20250727/s_acfcc753639d44bebf197eeb8241c097.png\"/></article></body></html>","source":"tencent","collect":0,"html":"<!DOCTYPE html>\n<html>\n<head>\n<meta http-equiv=\"Content-Type\" content=\"text/html; charset=utf-8\" />\n<meta name=\"viewport\" 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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特斯拉廉价版Model Y曝光:车内中通道断开、后排屏幕没了\n</h2>\n\n<h4 class=\"meta\">\n\n\n2025-07-27 12:10 北京时间 <a href=http://gu.qq.com/resources/shy/news/detail-v2/index.html#/?id=nesSN202507271217119720df3c&s=b><strong>快科技</strong></a>\n\n\n</h4>\n\n</header>\n<article>\n<div>\n<p>快科技7月27日消息,特斯拉近日发布了二季度财报,在销量持续下滑的背景下,特斯拉二季度营收、净利润均呈两位数下滑。为提振特斯拉的业绩预期,特斯拉CFO透露,“更实惠的特斯拉新车”,今年上半年已经在Model 3/Y产线上开始投产,预计下半年就量产。马斯克本人也确认,这个新车可能就是廉价版的Model Y。今日,有博主发现了“廉价版Model Y”伪装车的身影,虽然车身被伪装黑布包裹的严严实实,但仍...</p>\n\n<a href=\"http://gu.qq.com/resources/shy/news/detail-v2/index.html#/?id=nesSN202507271217119720df3c&s=b\">网页链接</a>\n\n</div>\n\n\n</article>\n</div>\n</body>\n</html>\n","type":0,"thumbnail":"","relate_stocks":{"IE00BJLML261.HKD":"HSBC GLOBAL EQUITY INDEX \"HCH\" (HKD) ACC","LU1720051108.HKD":"ALLIANZ GLOBAL ARTIFICIAL INTELLIGENCE \"AT\" (HKD) ACC","LU1674673691.USD":"HSBC GIF GLOBAL LOWER CARBON EQUITY \"AD\" (USD) INC","LU1720051017.SGD":"Allianz Global Artificial Intelligence AT Acc H2-SGD","LU0198837287.USD":"UBS (LUX) EQUITY SICAV - USA GROWTH \"P\" (USD) ACC","LU1914381329.SGD":"Allianz Best Styles Global 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ACC","TSYW.SI":"TESLA 3xLongSG261006","LU0719512351.SGD":"JPMorgan Funds - US Technology A (acc) SGD","BK4604":"机器人概念","LU2756315318.SGD":"ALLIANZ INCOME AND GROWTH \"AMG\" (SGDHDG) INC A","LU2023250330.USD":"ALLIANZ INCOME AND GROWTH \"AMG\" (USD) INC"},"source_url":"http://gu.qq.com/resources/shy/news/detail-v2/index.html#/?id=nesSN202507271217119720df3c&s=b","is_english":false,"share_image_url":"https://static.laohu8.com/9a95c1376e76363c1401fee7d3717173","article_id":"2554173437","content_text":"快科技7月27日消息,特斯拉近日发布了二季度财报,在销量持续下滑的背景下,特斯拉二季度营收、净利润均呈两位数下滑。为提振特斯拉的业绩预期,特斯拉CFO透露,“更实惠的特斯拉新车”,今年上半年已经在Model 3/Y产线上开始投产,预计下半年就量产。马斯克本人也确认,这个新车可能就是廉价版的Model Y。今日,有博主发现了“廉价版Model Y”伪装车的身影,虽然车身被伪装黑布包裹的严严实实,但仍透露出不少信息。具体来看,廉价版Model Y整体和Model Y没有太大区别,但车身长度有所缩水。新车还取消了尾部的一体式灯带,尾灯换装了分体式大灯,同时也取消了漫反射尾灯的设计。车内最大的变化就是中通道采用断开式设计,牺牲了部分储物空间,后排出风口上方的屏幕取消,且腿部空间明显缩减。车内A柱上取消了高音喇叭,车顶也取消了全景天幕,采用常规的金属车顶,且没有设计天窗。车辆座椅的侧翼由此前的皮质换装为织布材质。整体来看,特斯拉廉价版Model Y的外观虽然没有做出太大的调整,但整车多项配置缩水,大幅压低车辆的生产成本。目前,特斯拉Model 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割到,我打算入坑陪他走一段","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":2,"commentSize":1,"repostSize":0,"link":"https://laohu8.com/post/461486071923096","isVote":1,"tweetType":1,"viewCount":1906,"authorTweetTopStatus":1,"verified":2,"comments":[{"author":{"id":"3464653850399717","authorId":"3464653850399717","name":"起司_9213","avatar":"https://static.tigerbbs.com/b289deca4491f8ad58d28ab9cc1d2890","crmLevel":2,"crmLevelSwitch":0,"authorIdStr":"3464653850399717","idStr":"3464653850399717"},"content":"应入坑 500 股 ➕卖两个 put","text":"应入坑 500 股 ➕卖两个 put","html":"应入坑 500 股 ➕卖两个 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08:08","market":"sh","language":"zh","title":"特斯拉全球最大超充站落成:完全依赖太阳能","url":"https://stock-news.laohu8.com/highlight/detail?id=2549561311","media":"市场资讯","summary":"炒股就看金麒麟分析师研报,权威,专业,及时,全面,助您挖掘潜力主题机会! 7月7日,据报道,特斯拉在加州洛斯特希尔斯建成了一座名为Project Oasis的超级充电站,目前已启用84个充电车位,是全球最大的特斯拉充电站之一。该站完全依赖太阳能供电,未接入传统电网,总发电能力达11兆瓦,配备10个容量为3.9兆瓦时的Megapack储能装置。特斯拉表示,等到今年底168个充电桩全部上线后,这里将成为全球最大、最具代表性的“零化石燃料+脱离电网”充电示范站。\n\n\n海量资讯、精准解读,尽在新浪财经APP","content":"<html><body><div>\n<blockquote><p> 炒股就看<a href=\"https://laohu8.com/S/603586\">金麒麟</a>分析师研报,权威,专业,及时,全面,助您挖掘潜力主题机会!</p></blockquote> <p cms-style=\"font-L\">7月7日,据报道,<a href=\"https://laohu8.com/S/TSLA\">特斯拉</a>在加州洛斯特希尔斯<a href=\"https://laohu8.com/S/01630\">建成</a>了一座名为Project Oasis的超级充电站,目前已启用84个充电车位,是全球最大的特斯拉充电站之一。</p><div><img src=\"http://n.sinaimg.cn/spider20250708/232/w660h372/20250708/b478-48deb76dd3819cfc044b7386452df6d3.jpg\"/><span></span></div><p cms-style=\"font-L\">该站完全依赖<span>太阳能</span><span></span>供电,未接入传统电网,总发电能力达11兆瓦,配备10个容量为3.9兆瓦时的Megapack储能装置。特斯拉表示,等到今年底168个充电桩全部上线后,这里将成为全球最大、最具代表性的“零化石燃料+脱离电网”充电示范站。</p>\n<div>\n<div><img src=\"\"/></div>\n<div>海量资讯、精准解读,尽在新浪财经APP</div>\n</div>\n</div></body></html>","source":"sina","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>特斯拉全球最大超充站落成:完全依赖太阳能</title>\n<style 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href=\"https://finance.sina.com.cn/stock/t/2025-07-08/doc-infetiyv5995964.shtml\">网页链接</a>\n\n</div>\n\n\n</article>\n</div>\n</body>\n</html>\n","type":0,"thumbnail":"","relate_stocks":{"BK0054":"太阳能发电","LU1720051108.HKD":"ALLIANZ GLOBAL ARTIFICIAL INTELLIGENCE \"AT\" (HKD) ACC","IE00BWXC8680.SGD":"PINEBRIDGE US LARGE CAP RESEARCH ENHANCED \"A5\" (SGD) ACC","TSLL":"2倍做多TSLA ETF-Direxion","LU1674673691.USD":"HSBC GIF GLOBAL LOWER CARBON EQUITY \"AD\" (USD) INC","LU0056508442.USD":"贝莱德世界科技基金A2","LU1861215975.USD":"贝莱德新一代科技基金 A2","LU0323591593.USD":"SCHRODER ISF QEP GLOBAL QUALITY \"A\" (USD) ACC","LU2249611893.SGD":"BNP PARIBAS ENERGY TRANSITION \"CRH\" (SGD) ACC","LU1720051017.SGD":"Allianz Global Artificial Intelligence AT Acc H2-SGD","BK4543":"AI","LU0316494557.USD":"FRANKLIN GLOBAL FUNDAMENTAL STRATEGIES \"A\" ACC","LU1674673428.USD":"HSBC GIF GLOBAL LOWER CARBON EQUITY \"AC\" (USD) ACC","BK4527":"明星科技股","SG9999015952.SGD":"LIONGLOBAL DISRUPTIVE INNOVATION \"I\" (SGD) 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A"},"source_url":"https://finance.sina.com.cn/stock/t/2025-07-08/doc-infetiyv5995964.shtml","is_english":false,"share_image_url":"https://static.laohu8.com/b0d1b7e8843deea78cc308b15114de44","article_id":"2549561311","content_text":"炒股就看金麒麟分析师研报,权威,专业,及时,全面,助您挖掘潜力主题机会! 7月7日,据报道,特斯拉在加州洛斯特希尔斯建成了一座名为Project Oasis的超级充电站,目前已启用84个充电车位,是全球最大的特斯拉充电站之一。该站完全依赖太阳能供电,未接入传统电网,总发电能力达11兆瓦,配备10个容量为3.9兆瓦时的Megapack储能装置。特斯拉表示,等到今年底168个充电桩全部上线后,这里将成为全球最大、最具代表性的“零化石燃料+脱离电网”充电示范站。\n\n\n海量资讯、精准解读,尽在新浪财经APP","news_type":1,"symbols_score_info":{"TSYW.SI":0.6,"TSLA":1,"000591":1,"TSLL":1}},"isVote":1,"tweetType":1,"viewCount":1443,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"CN","totalScore":0}],"hots":[{"id":444429626233392,"gmtCreate":1749524986799,"gmtModify":1749524987960,"author":{"id":"3464653850399717","authorId":"3464653850399717","name":"起司_9213","avatar":"https://static.tigerbbs.com/b289deca4491f8ad58d28ab9cc1d2890","crmLevel":2,"crmLevelSwitch":0,"followedFlag":false,"authorIdStr":"3464653850399717","idStr":"3464653850399717"},"themes":[],"htmlText":"<a href=\"https://laohu8.com/S/00853\">$微创医疗(00853)$ </a><v-v data-views=\"1\"></v-v> 盈利转正","listText":"<a href=\"https://laohu8.com/S/00853\">$微创医疗(00853)$ </a><v-v data-views=\"1\"></v-v> 盈利转正","text":"$微创医疗(00853)$ 盈利转正","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":2,"commentSize":1,"repostSize":0,"link":"https://laohu8.com/post/444429626233392","isVote":1,"tweetType":1,"viewCount":22374,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"CN","totalScore":0},{"id":841360584,"gmtCreate":1635889732843,"gmtModify":1635890083954,"author":{"id":"3464653850399717","authorId":"3464653850399717","name":"起司_9213","avatar":"https://static.tigerbbs.com/b289deca4491f8ad58d28ab9cc1d2890","crmLevel":2,"crmLevelSwitch":0,"followedFlag":false,"authorIdStr":"3464653850399717","idStr":"3464653850399717"},"themes":[],"htmlText":"马斯克想的是拯救人类,而美国政府想的是怎么收他的税","listText":"马斯克想的是拯救人类,而美国政府想的是怎么收他的税","text":"马斯克想的是拯救人类,而美国政府想的是怎么收他的税","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":3,"commentSize":6,"repostSize":0,"link":"https://laohu8.com/post/841360584","repostId":"1106719609","repostType":4,"isVote":1,"tweetType":1,"viewCount":5504,"authorTweetTopStatus":1,"verified":2,"comments":[{"author":{"id":"3516593271667128","authorId":"3516593271667128","name":"晓宇哦哦","avatar":"https://static.tigerbbs.com/050ecdcbf1bbd49cd131f5ad5796fb50","crmLevel":1,"crmLevelSwitch":0,"authorIdStr":"3516593271667128","idStr":"3516593271667128"},"content":"胡扯 别把他想这么高尚 马斯克在美国已经连续几年不交税 或只交几千美金 还有如果他真的在乎拯救人类,就不会无视消费者的生命安全,就不会在中国用户维权时,那么流氓","text":"胡扯 别把他想这么高尚 马斯克在美国已经连续几年不交税 或只交几千美金 还有如果他真的在乎拯救人类,就不会无视消费者的生命安全,就不会在中国用户维权时,那么流氓","html":"胡扯 别把他想这么高尚 马斯克在美国已经连续几年不交税 或只交几千美金 还有如果他真的在乎拯救人类,就不会无视消费者的生命安全,就不会在中国用户维权时,那么流氓"},{"author":{"id":"3563165359111592","authorId":"3563165359111592","name":"Imagine_","avatar":"https://static.tigerbbs.com/1dbe4d30a4bbac7afcd9c39d30aaa1d5","crmLevel":1,"crmLevelSwitch":0,"authorIdStr":"3563165359111592","idStr":"3563165359111592"},"content":"你把主语换成乔布斯,可能大家还会认同。","text":"你把主语换成乔布斯,可能大家还会认同。","html":"你把主语换成乔布斯,可能大家还会认同。"}],"imageCount":0,"langContent":"CN","totalScore":0},{"id":530082686529592,"gmtCreate":1770445605279,"gmtModify":1770445607592,"author":{"id":"3464653850399717","authorId":"3464653850399717","name":"起司_9213","avatar":"https://static.tigerbbs.com/b289deca4491f8ad58d28ab9cc1d2890","crmLevel":2,"crmLevelSwitch":0,"followedFlag":false,"authorIdStr":"3464653850399717","idStr":"3464653850399717"},"themes":[],"title":"","htmlText":"是名义上的黄金还是真的实物黄金。","listText":"是名义上的黄金还是真的实物黄金。","text":"是名义上的黄金还是真的实物黄金。","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":3,"commentSize":3,"repostSize":0,"link":"https://laohu8.com/post/530082686529592","repostId":"1175619895","repostType":4,"repost":{"id":"1175619895","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":1770430265,"share":"https://www.laohu8.com/m/news/1175619895?lang=zh_CN&edition=full","pubTime":"2026-02-07 10:11","market":"us","language":"zh","title":"中国央行黄金储备\"十五连增\",1月环比增持4万盎司,增持节奏略有加快","url":"https://stock-news.laohu8.com/highlight/detail?id=1175619895","media":"老虎资讯综合","summary":"2月7日,中国央行数据显示,中国1月末黄金储备报7419万盎司,2025年12月末为7415万盎司,为连续第15个月增持黄金。","content":"<html><head></head><body><blockquote><p>国家外汇管理局统计数据显示,截至2026年1月末,我国外汇储备规模为33991亿美元,较2025年12月末上升412亿美元,升幅为1.23%。央行数据显示,中国1月末黄金储备报7419万盎司,12月末为7415万盎司,为连续第15个月增持黄金。</p></blockquote><p style=\"text-align: justify;\"><strong>2月7日,中国央行数据显示,中国1月末黄金储备报7419万盎司,12月末为7415万盎司,为连续第15个月增持黄金。</strong></p><p class=\"t-img-caption\"><img src=\"https://static.tigerbbs.com/336665c8897455aff1b78bf9124145ac\" tg-width=\"297\" tg-height=\"402\"/></p><p style=\"text-align: justify;\"><strong>从近期增持节奏看,这种温和增持态势已持续数月。去年11月末和12月末,黄金储备分别环比增加3万盎司,今年1月份环比增持4万盎司,略有上升。</strong></p><p style=\"text-align: justify;\"><strong>国家外汇管理局统计数据显示,截至2026年1月末,我国外汇储备规模为33991亿美元,较2025年12月末上升412亿美元,升幅为1.23%。</strong></p><p style=\"text-align: justify;\">2026年1月,受主要经济体财政政策、货币政策及预期等因素影响,美元指数下跌,全球主要金融资产价格总体上涨。汇率折算和资产价格变化等因素综合作用,当月外汇储备规模上升。</p><p style=\"text-align: justify;\">我国经济运行稳中有进,发展韧性进一步彰显,为外汇储备规模保持基本稳定提供支撑。</p><p style=\"text-align: justify;\">本周黄金收报4961美元,累涨1.38%,较1月份的历史高点仍跌超11%。华尔街分析师认为近期的剧烈波动更像是长期上涨趋势中的暂时性回调。</p><p style=\"text-align: justify;\">机构策略师指出,支撑金价的地缘政治紧张、贸易政策不确定性以及对债务的担忧并未消散。多家投行分析显示,当前的下跌并未破坏长期投资逻辑,反而可能是这一轮历史性牛市中的买入机会。</p><p style=\"text-align: justify;\">AJ Bell投资总监Russ Mould在周一的报告中指出,黄金目前正处于自1971年以来的第三轮主要牛市中,而此前两次牛市都曾经历过多次大幅回调。</p><p style=\"text-align: justify;\">华泰报告指出,全球央行正持续增持黄金,预计2026-2030年每年新增需求约800吨,构成金价长期支撑。</p><p style=\"text-align: justify;\">若黄金在全球金融资产中的配置比例从当前约2.9%升至4.3%-4.8%,结合个人及机构投资存量增长与金融资产规模扩张,测算显示2026/2027/2028年金价预期值有望达到5463/6059/6848美元/盎司。</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>中国央行黄金储备\"十五连增\",1月环比增持4万盎司,增持节奏略有加快</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中国央行黄金储备\"十五连增\",1月环比增持4万盎司,增持节奏略有加快\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\">2026-02-07 10:11</p>\n</div>\n\n</a>\n\n\n</h4>\n\n</header>\n<article>\n<html><head></head><body><blockquote><p>国家外汇管理局统计数据显示,截至2026年1月末,我国外汇储备规模为33991亿美元,较2025年12月末上升412亿美元,升幅为1.23%。央行数据显示,中国1月末黄金储备报7419万盎司,12月末为7415万盎司,为连续第15个月增持黄金。</p></blockquote><p style=\"text-align: justify;\"><strong>2月7日,中国央行数据显示,中国1月末黄金储备报7419万盎司,12月末为7415万盎司,为连续第15个月增持黄金。</strong></p><p class=\"t-img-caption\"><img src=\"https://static.tigerbbs.com/336665c8897455aff1b78bf9124145ac\" tg-width=\"297\" tg-height=\"402\"/></p><p style=\"text-align: justify;\"><strong>从近期增持节奏看,这种温和增持态势已持续数月。去年11月末和12月末,黄金储备分别环比增加3万盎司,今年1月份环比增持4万盎司,略有上升。</strong></p><p style=\"text-align: justify;\"><strong>国家外汇管理局统计数据显示,截至2026年1月末,我国外汇储备规模为33991亿美元,较2025年12月末上升412亿美元,升幅为1.23%。</strong></p><p style=\"text-align: justify;\">2026年1月,受主要经济体财政政策、货币政策及预期等因素影响,美元指数下跌,全球主要金融资产价格总体上涨。汇率折算和资产价格变化等因素综合作用,当月外汇储备规模上升。</p><p style=\"text-align: justify;\">我国经济运行稳中有进,发展韧性进一步彰显,为外汇储备规模保持基本稳定提供支撑。</p><p style=\"text-align: justify;\">本周黄金收报4961美元,累涨1.38%,较1月份的历史高点仍跌超11%。华尔街分析师认为近期的剧烈波动更像是长期上涨趋势中的暂时性回调。</p><p style=\"text-align: justify;\">机构策略师指出,支撑金价的地缘政治紧张、贸易政策不确定性以及对债务的担忧并未消散。多家投行分析显示,当前的下跌并未破坏长期投资逻辑,反而可能是这一轮历史性牛市中的买入机会。</p><p style=\"text-align: justify;\">AJ Bell投资总监Russ Mould在周一的报告中指出,黄金目前正处于自1971年以来的第三轮主要牛市中,而此前两次牛市都曾经历过多次大幅回调。</p><p style=\"text-align: justify;\">华泰报告指出,全球央行正持续增持黄金,预计2026-2030年每年新增需求约800吨,构成金价长期支撑。</p><p style=\"text-align: justify;\">若黄金在全球金融资产中的配置比例从当前约2.9%升至4.3%-4.8%,结合个人及机构投资存量增长与金融资产规模扩张,测算显示2026/2027/2028年金价预期值有望达到5463/6059/6848美元/盎司。</p></body></html>\n\n</article>\n</div>\n</body>\n</html>\n","type":0,"thumbnail":"https://static.tigerbbs.com/c307757575ffe3d6ca9295ced646627f","relate_stocks":{},"source_url":"","is_english":false,"share_image_url":"https://static.laohu8.com/e9f99090a1c2ed51c021029395664489","article_id":"1175619895","content_text":"国家外汇管理局统计数据显示,截至2026年1月末,我国外汇储备规模为33991亿美元,较2025年12月末上升412亿美元,升幅为1.23%。央行数据显示,中国1月末黄金储备报7419万盎司,12月末为7415万盎司,为连续第15个月增持黄金。2月7日,中国央行数据显示,中国1月末黄金储备报7419万盎司,12月末为7415万盎司,为连续第15个月增持黄金。从近期增持节奏看,这种温和增持态势已持续数月。去年11月末和12月末,黄金储备分别环比增加3万盎司,今年1月份环比增持4万盎司,略有上升。国家外汇管理局统计数据显示,截至2026年1月末,我国外汇储备规模为33991亿美元,较2025年12月末上升412亿美元,升幅为1.23%。2026年1月,受主要经济体财政政策、货币政策及预期等因素影响,美元指数下跌,全球主要金融资产价格总体上涨。汇率折算和资产价格变化等因素综合作用,当月外汇储备规模上升。我国经济运行稳中有进,发展韧性进一步彰显,为外汇储备规模保持基本稳定提供支撑。本周黄金收报4961美元,累涨1.38%,较1月份的历史高点仍跌超11%。华尔街分析师认为近期的剧烈波动更像是长期上涨趋势中的暂时性回调。机构策略师指出,支撑金价的地缘政治紧张、贸易政策不确定性以及对债务的担忧并未消散。多家投行分析显示,当前的下跌并未破坏长期投资逻辑,反而可能是这一轮历史性牛市中的买入机会。AJ Bell投资总监Russ Mould在周一的报告中指出,黄金目前正处于自1971年以来的第三轮主要牛市中,而此前两次牛市都曾经历过多次大幅回调。华泰报告指出,全球央行正持续增持黄金,预计2026-2030年每年新增需求约800吨,构成金价长期支撑。若黄金在全球金融资产中的配置比例从当前约2.9%升至4.3%-4.8%,结合个人及机构投资存量增长与金融资产规模扩张,测算显示2026/2027/2028年金价预期值有望达到5463/6059/6848美元/盎司。","news_type":1,"symbols_score_info":{"GCmain":2}},"isVote":1,"tweetType":1,"viewCount":67,"authorTweetTopStatus":1,"verified":2,"comments":[{"author":{"id":"3492687166390215","authorId":"3492687166390215","name":"哈莉奎亚","avatar":"https://static.tigerbbs.com/a3eb2df7dc5238f6571e0eebb6bd171c","crmLevel":1,"crmLevelSwitch":0,"authorIdStr":"3492687166390215","idStr":"3492687166390215"},"content":"多读点书,少上网","text":"多读点书,少上网","html":"多读点书,少上网"}],"imageCount":0,"langContent":"CN","totalScore":0},{"id":159783121,"gmtCreate":1624980163663,"gmtModify":1624980163663,"author":{"id":"3464653850399717","authorId":"3464653850399717","name":"起司_9213","avatar":"https://static.tigerbbs.com/b289deca4491f8ad58d28ab9cc1d2890","crmLevel":2,"crmLevelSwitch":0,"followedFlag":false,"authorIdStr":"3464653850399717","idStr":"3464653850399717"},"themes":[],"htmlText":"现在的特斯拉就像当年的苹果,但是后面真苹果的动力电池合同谁能拿到还会是一个大瓜。大概率苹果电池会有至少两个供货商,来保障供应链的稳定和议价能力。","listText":"现在的特斯拉就像当年的苹果,但是后面真苹果的动力电池合同谁能拿到还会是一个大瓜。大概率苹果电池会有至少两个供货商,来保障供应链的稳定和议价能力。","text":"现在的特斯拉就像当年的苹果,但是后面真苹果的动力电池合同谁能拿到还会是一个大瓜。大概率苹果电池会有至少两个供货商,来保障供应链的稳定和议价能力。","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":8,"commentSize":0,"repostSize":0,"link":"https://laohu8.com/post/159783121","repostId":"2147863759","repostType":4,"repost":{"id":"2147863759","kind":"highlight","pubTimestamp":1624971302,"share":"https://www.laohu8.com/m/news/2147863759?lang=zh_CN&edition=full","pubTime":"2021-06-29 20:55","market":"sh","language":"zh","title":"特斯拉将宁德时代送上了“C位”","url":"https://stock-news.laohu8.com/highlight/detail?id=2147863759","media":"华尔街见闻","summary":"宁德时代最近成为新能源界的C位担当,一是因为董事长曾毓群暴涨的身价,二是因为和特斯拉的一纸电池合约。\n6月28日,宁德时代发布公告称,公司已与特斯拉签订协议,将在2022年1月至2025年12月期间,","content":"<p><a href=\"https://laohu8.com/S/300750\">宁德时代</a>最近成为新能源界的C位担当,一是因为董事长曾毓群暴涨的身价,二是因为和<a href=\"https://laohu8.com/S/TSLA\">特斯拉</a>的一纸电池合约。</p>\n<p>6月28日,宁德时代发布公告称,公司已与特斯拉签订协议,将在2022年1月至2025年12月期间,也就是未来四年,向特斯拉供应锂离子动力电池产品。具体的采购情况特斯拉以订单方式确定,最终销售金额须以特斯拉发出的采购订单实际结算为准。</p>\n<p>未来,特斯拉旗下的Model 3、Model Y等车型将会使用来自宁德时代的电池组。</p>\n<p><img src=\"https://static.tigerbbs.com/a713164f29f737032b723520c810364e\" tg-width=\"600\" tg-height=\"427\" referrerpolicy=\"no-referrer\"></p>\n<p>受此消息影响,6月29日,宁德时代股价再创新高,盘中股价一度达到519.60元/股,总市值突破1.2万亿元。截至收盘,宁德时代股价报收508.51元/股,涨幅达2.96%。成为A股中第一家跨进万亿俱乐部的科技股。</p>\n<p>值得一提的是,自去年以来,宁德时代的股价如同坐上火箭,总市值由0.23万亿元上涨至1.18万亿元,涨幅超过4倍。</p>\n<p>6月29日,<a href=\"https://laohu8.com/S/601995\">中金公司</a>对此合作评价称,宁德时代此次与特斯拉的协议较之前合作力度更大,考虑到公司下游需求超预期,上调宁德时代的盈利预测,并将目标价调升9%至600元人民币。中金还上调了宁德时代2021-2023年的盈利预测10%、25%和8%,分别至110亿元、200亿元和267亿元。</p>\n<p><a href=\"https://laohu8.com/S/601555\">东吴证券</a>近日发布研报称,维持宁德时代买入评级,目标价格为607.5元。其评级理由就包括:与车企的战略合作协议系绑定电池产能,能解决电池供应瓶颈,确保产能不受限。</p>\n<p>另外,中金分析师曾韬等在报告中指出,此次协议未约定中国市场,意味着宁德时代将以配合特斯拉全球市场供应为契机,推动产品加速走向全球。全球需求提振下,宁德时代远期全球市场份额有望达到30%以上。</p>\n<p>这是两家头部企业的再次握手。对于已经站上万亿市值高位的宁德时代而言,与第一大客户特斯拉的深度捆绑,不仅关乎该客户带来的电池装机量,更是一张突围海外动力电池市场的重要门票。</p>\n<h2><b>二次</b><b>“牵手”</b></h2>\n<p>据悉,2018年,马斯克在签署特斯拉上海工厂落地协议时,曾秘密会见宁德时代董事长曾毓群,不过双方未达成实质性协议。</p>\n<p>在“2019世界人工智能大会”上,二人再度会面,用40多分钟敲定了合作意向。</p>\n<p>2020年2月,一份合约让新造车和动力电池的两家头部企业真正走到一起。彼时,宁德时代与特斯拉签订《Production Pricing Agreement (China)》,拟于2020年7月至2022年6月期间向特斯拉供应锂离子动力电池产品。</p>\n<p>据此合约,宁德时代为特斯拉在上海生产的Model 3供应电池。2021年初,特斯拉推出Model Y后,双方的合作范围也有望进一步扩大。</p>\n<p>今年6月25日,在该协议的基础上,双方又签订了上文提及的合作框架协议《Production Pricing Agreement》。协议约定宁德时代计划在未来四年向特斯拉供应锂离子动力电池产品。有分析认为,前后两份合作框架协议的区别在于去掉了“China”,预示着本次供货协议将覆盖全球。</p>\n<p>双方的合作进一步深入,其实早就有预示。</p>\n<p>6月3日,路透社援引知情人士消息称,宁德时代计划在上海新建一家大型动力电池厂,提供特斯拉在全球范围内一半用于电动汽车和屋顶储能的电池。</p>\n<p>有传言称,上海工厂年产能将达到80GWh,而宁德时代现有产能为69.1GWh,并有77.5GWh产能在建中。</p>\n<p>另外,宁德时代日前发生的“乌龙事件”也与特斯拉有关。近日,有自称是宁德时代员工的人员爆料,宁德时代强制经理级别员工购买特斯拉Model 3,有员工称公司推出购买特斯拉的优惠活动,是为了清掉“电池有问题”的特斯拉库存。</p>\n<p>宁德时代则表示,没有质量问题,也没有强制购买。“关于员工购买特斯拉是公司为推行全面电动化,以优惠价格鼓励员工购买电动车,没有强制,也不限于特斯拉,包括其大部分供货的品牌。称此活动已持续三年,去年是在国庆节期间。”</p>\n<h2><b>“绑定”加深</b></h2>\n<p>不论乌龙事件如何,特斯拉和宁德时代的关系都在进一步绑定。</p>\n<p>宁德时代2021年Q1财报显示,公司面向前五大客户的销售金额占当期应收比例为41.08%,公司主要客户为大型境内外车企。2020年年报显示,公司面对第三和第四大客户的销售额差距不大。</p>\n<p><img src=\"https://static.tigerbbs.com/7b1d28e7bc0109ab77f6fbdfcfb26e8f\" tg-width=\"640\" tg-height=\"213\" referrerpolicy=\"no-referrer\"></p>\n<p>而据世纪证券,<b>按装机口径计算,</b><b> 2020年特斯拉为宁德时代第三大客户,而到2021年第一季度,特斯拉一跃成为最大客户 。</b><img src=\"https://static.tigerbbs.com/71035fcd7b52b58275f0aaf4030589c9\" tg-width=\"640\" tg-height=\"232\" referrerpolicy=\"no-referrer\"></p>\n<p>双方的绑定加深,不仅在于特斯拉跃升为最大客户。更关键的是特斯拉是宁德时代突围海外动力电池市场的重要门票之一。</p>\n<p>此前,宁德时代副总经理、董事会秘书蒋理曾表示,<b>宁德时代与特斯拉的合作不局限于国内。新合约或许就是双方的动力电池合作走出国门的开始。</b></p>\n<p>公开数据表明,宁德时代在动力电池装机量上已经处于C位。2020年工信部公布的新能源车型有效目录共有6800多款车型,其中宁德时代配套动力电池的有3400多款,在全部动力电池厂商中占比最高。</p>\n<p>宁德时代在全球动力电池竞争中的优势也在进一步扩大。</p>\n<p>据韩国行业调研机构SNE Research最新数据,2021年第一季度,全球电动车电池能耗为47.8 GWh,同比增长127%,宁德时代一季度的大幅增长为主要推动力。</p>\n<p>数据显示,第一季度,宁德时代电池装机量同比增长320.8%至15.1 GWh,市占率从2020年全年的25%再度扩大至31.5%,而其最大竞争对手LG化学以及<a href=\"https://laohu8.com/S/PC\">松下</a>的市占率则分别下降至20.5%和16.7%,松下市占率一年内下降近10个百分点。</p>\n<p>但高处不胜寒,宁德时代仍然需要面对海内外不少竞争对手。</p>\n<p>在海外,有LG化学等企业虎视眈眈;在国内,<a href=\"https://laohu8.com/S/002594\">比亚迪</a>已经对宁德时代构成了威胁。去年3月,比亚迪发布了基于磷酸铁锂材料的刀片电池,并逐渐从自用开放给第三方车企。</p>\n<p>因而,此时与特斯拉加深绑定,对宁德时代而言,无论是对动力电池装机量,还是进一步提升海内外市场竞争力,或许都存在一些好处。</p>\n<h2><b>“C位”</b><b>挑战</b></h2>\n<p>虽然本次是特斯拉的电池合约将宁德时代送上C位,但这家万亿市值的公司,在新能源领域的地位已经十分稳固。</p>\n<p>作为全球头部动力电池供应商,宁德时代不仅为特斯拉等新造车代表供货,还与奔驰、本田等传统车企合作。国内新造车三家企业也选择了宁德时代的动力电池。</p>\n<p>韩<a href=\"https://laohu8.com/S/600617\">国新能源</a>分析机构SNE统计称,宁德时代已连续四年在全球动力电池装车量排名中居于首位。就在2020年,宁德时代动力电池的全球装车量为34GWh,市场份额接近四分之一。</p>\n<p>随着新能源板块的火爆,这家幕后巨头从去年开始走向台前,获得资本关注。例如,在2020年清仓<a href=\"https://laohu8.com/S/NIO\">蔚来</a>后,高瓴资本就转而重仓宁德时代,认购了100亿元的定增。</p>\n<p>股价飙升的宁德时代,也受到更多投资者的关注。5月21日,宁德时代还接待了33家机构投资者共54人的调研,其中包括大型公募基金、外资机构以及券商资管等。这些机构投资者们关心的话题,主要在固态电池发展、公司三大战略方向以及光伏领域的布局等方面。</p>\n<p>被外界认知的不止有宁德时代,其董事长曾毓群也屡次跻身福布斯富豪榜的前列。</p>\n<p>截至6月28日上午11点半,福布斯富豪榜的实时榜单显示,宁德时代董事长曾毓群身价达到447亿美元(约合2888亿元人民币),位列全球第30位。这是他首次进入榜单前30名。</p>\n<p>而就在5月初,曾毓群成功问鼎香港首富。他以345亿美元的身价,动摇了被“李氏家族”霸榜20余年的香港首富榜,个人财富一度超过李兆基(321亿美元)和李嘉诚(344亿美元)。</p>\n<p>彼时,曾毓群在全球富豪榜上的排名升至全球第42名,而今他已经突围进前30名。</p>\n<p>一年之内,宁德时代多次出圈,在一、二级市场备受关注。作为A股第一家万亿市值的科技公司,宁德时代在C位上又能矗立多久?</p>","source":"wallstreetcn_api","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\" 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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特斯拉将宁德时代送上了“C位”\n</h2>\n\n<h4 class=\"meta\">\n\n\n2021-06-29 20:55 北京时间 <a href=https://wallstreetcn.com/articles/3634141><strong>华尔街见闻</strong></a>\n\n\n</h4>\n\n</header>\n<article>\n<div>\n<p>宁德时代最近成为新能源界的C位担当,一是因为董事长曾毓群暴涨的身价,二是因为和特斯拉的一纸电池合约。\n6月28日,宁德时代发布公告称,公司已与特斯拉签订协议,将在2022年1月至2025年12月期间,也就是未来四年,向特斯拉供应锂离子动力电池产品。具体的采购情况特斯拉以订单方式确定,最终销售金额须以特斯拉发出的采购订单实际结算为准。\n未来,特斯拉旗下的Model 3、Model Y等车型将会使用...</p>\n\n<a href=\"https://wallstreetcn.com/articles/3634141\">网页链接</a>\n\n</div>\n\n\n</article>\n</div>\n</body>\n</html>\n","type":0,"thumbnail":"https://static.tigerbbs.com/983e0432c72ee1117f6c5b8a19ed6e25","relate_stocks":{"300750":"宁德时代","TSLA":"特斯拉"},"source_url":"https://wallstreetcn.com/articles/3634141","is_english":false,"share_image_url":"https://static.laohu8.com/e9f99090a1c2ed51c021029395664489","article_id":"2147863759","content_text":"宁德时代最近成为新能源界的C位担当,一是因为董事长曾毓群暴涨的身价,二是因为和特斯拉的一纸电池合约。\n6月28日,宁德时代发布公告称,公司已与特斯拉签订协议,将在2022年1月至2025年12月期间,也就是未来四年,向特斯拉供应锂离子动力电池产品。具体的采购情况特斯拉以订单方式确定,最终销售金额须以特斯拉发出的采购订单实际结算为准。\n未来,特斯拉旗下的Model 3、Model Y等车型将会使用来自宁德时代的电池组。\n\n受此消息影响,6月29日,宁德时代股价再创新高,盘中股价一度达到519.60元/股,总市值突破1.2万亿元。截至收盘,宁德时代股价报收508.51元/股,涨幅达2.96%。成为A股中第一家跨进万亿俱乐部的科技股。\n值得一提的是,自去年以来,宁德时代的股价如同坐上火箭,总市值由0.23万亿元上涨至1.18万亿元,涨幅超过4倍。\n6月29日,中金公司对此合作评价称,宁德时代此次与特斯拉的协议较之前合作力度更大,考虑到公司下游需求超预期,上调宁德时代的盈利预测,并将目标价调升9%至600元人民币。中金还上调了宁德时代2021-2023年的盈利预测10%、25%和8%,分别至110亿元、200亿元和267亿元。\n东吴证券近日发布研报称,维持宁德时代买入评级,目标价格为607.5元。其评级理由就包括:与车企的战略合作协议系绑定电池产能,能解决电池供应瓶颈,确保产能不受限。\n另外,中金分析师曾韬等在报告中指出,此次协议未约定中国市场,意味着宁德时代将以配合特斯拉全球市场供应为契机,推动产品加速走向全球。全球需求提振下,宁德时代远期全球市场份额有望达到30%以上。\n这是两家头部企业的再次握手。对于已经站上万亿市值高位的宁德时代而言,与第一大客户特斯拉的深度捆绑,不仅关乎该客户带来的电池装机量,更是一张突围海外动力电池市场的重要门票。\n二次“牵手”\n据悉,2018年,马斯克在签署特斯拉上海工厂落地协议时,曾秘密会见宁德时代董事长曾毓群,不过双方未达成实质性协议。\n在“2019世界人工智能大会”上,二人再度会面,用40多分钟敲定了合作意向。\n2020年2月,一份合约让新造车和动力电池的两家头部企业真正走到一起。彼时,宁德时代与特斯拉签订《Production Pricing Agreement (China)》,拟于2020年7月至2022年6月期间向特斯拉供应锂离子动力电池产品。\n据此合约,宁德时代为特斯拉在上海生产的Model 3供应电池。2021年初,特斯拉推出Model Y后,双方的合作范围也有望进一步扩大。\n今年6月25日,在该协议的基础上,双方又签订了上文提及的合作框架协议《Production Pricing Agreement》。协议约定宁德时代计划在未来四年向特斯拉供应锂离子动力电池产品。有分析认为,前后两份合作框架协议的区别在于去掉了“China”,预示着本次供货协议将覆盖全球。\n双方的合作进一步深入,其实早就有预示。\n6月3日,路透社援引知情人士消息称,宁德时代计划在上海新建一家大型动力电池厂,提供特斯拉在全球范围内一半用于电动汽车和屋顶储能的电池。\n有传言称,上海工厂年产能将达到80GWh,而宁德时代现有产能为69.1GWh,并有77.5GWh产能在建中。\n另外,宁德时代日前发生的“乌龙事件”也与特斯拉有关。近日,有自称是宁德时代员工的人员爆料,宁德时代强制经理级别员工购买特斯拉Model 3,有员工称公司推出购买特斯拉的优惠活动,是为了清掉“电池有问题”的特斯拉库存。\n宁德时代则表示,没有质量问题,也没有强制购买。“关于员工购买特斯拉是公司为推行全面电动化,以优惠价格鼓励员工购买电动车,没有强制,也不限于特斯拉,包括其大部分供货的品牌。称此活动已持续三年,去年是在国庆节期间。”\n“绑定”加深\n不论乌龙事件如何,特斯拉和宁德时代的关系都在进一步绑定。\n宁德时代2021年Q1财报显示,公司面向前五大客户的销售金额占当期应收比例为41.08%,公司主要客户为大型境内外车企。2020年年报显示,公司面对第三和第四大客户的销售额差距不大。\n\n而据世纪证券,按装机口径计算, 2020年特斯拉为宁德时代第三大客户,而到2021年第一季度,特斯拉一跃成为最大客户 。\n双方的绑定加深,不仅在于特斯拉跃升为最大客户。更关键的是特斯拉是宁德时代突围海外动力电池市场的重要门票之一。\n此前,宁德时代副总经理、董事会秘书蒋理曾表示,宁德时代与特斯拉的合作不局限于国内。新合约或许就是双方的动力电池合作走出国门的开始。\n公开数据表明,宁德时代在动力电池装机量上已经处于C位。2020年工信部公布的新能源车型有效目录共有6800多款车型,其中宁德时代配套动力电池的有3400多款,在全部动力电池厂商中占比最高。\n宁德时代在全球动力电池竞争中的优势也在进一步扩大。\n据韩国行业调研机构SNE Research最新数据,2021年第一季度,全球电动车电池能耗为47.8 GWh,同比增长127%,宁德时代一季度的大幅增长为主要推动力。\n数据显示,第一季度,宁德时代电池装机量同比增长320.8%至15.1 GWh,市占率从2020年全年的25%再度扩大至31.5%,而其最大竞争对手LG化学以及松下的市占率则分别下降至20.5%和16.7%,松下市占率一年内下降近10个百分点。\n但高处不胜寒,宁德时代仍然需要面对海内外不少竞争对手。\n在海外,有LG化学等企业虎视眈眈;在国内,比亚迪已经对宁德时代构成了威胁。去年3月,比亚迪发布了基于磷酸铁锂材料的刀片电池,并逐渐从自用开放给第三方车企。\n因而,此时与特斯拉加深绑定,对宁德时代而言,无论是对动力电池装机量,还是进一步提升海内外市场竞争力,或许都存在一些好处。\n“C位”挑战\n虽然本次是特斯拉的电池合约将宁德时代送上C位,但这家万亿市值的公司,在新能源领域的地位已经十分稳固。\n作为全球头部动力电池供应商,宁德时代不仅为特斯拉等新造车代表供货,还与奔驰、本田等传统车企合作。国内新造车三家企业也选择了宁德时代的动力电池。\n韩国新能源分析机构SNE统计称,宁德时代已连续四年在全球动力电池装车量排名中居于首位。就在2020年,宁德时代动力电池的全球装车量为34GWh,市场份额接近四分之一。\n随着新能源板块的火爆,这家幕后巨头从去年开始走向台前,获得资本关注。例如,在2020年清仓蔚来后,高瓴资本就转而重仓宁德时代,认购了100亿元的定增。\n股价飙升的宁德时代,也受到更多投资者的关注。5月21日,宁德时代还接待了33家机构投资者共54人的调研,其中包括大型公募基金、外资机构以及券商资管等。这些机构投资者们关心的话题,主要在固态电池发展、公司三大战略方向以及光伏领域的布局等方面。\n被外界认知的不止有宁德时代,其董事长曾毓群也屡次跻身福布斯富豪榜的前列。\n截至6月28日上午11点半,福布斯富豪榜的实时榜单显示,宁德时代董事长曾毓群身价达到447亿美元(约合2888亿元人民币),位列全球第30位。这是他首次进入榜单前30名。\n而就在5月初,曾毓群成功问鼎香港首富。他以345亿美元的身价,动摇了被“李氏家族”霸榜20余年的香港首富榜,个人财富一度超过李兆基(321亿美元)和李嘉诚(344亿美元)。\n彼时,曾毓群在全球富豪榜上的排名升至全球第42名,而今他已经突围进前30名。\n一年之内,宁德时代多次出圈,在一、二级市场备受关注。作为A股第一家万亿市值的科技公司,宁德时代在C位上又能矗立多久?","news_type":1,"symbols_score_info":{"300750":0.9,"TSLA":0.9}},"isVote":1,"tweetType":1,"viewCount":3071,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"CN","totalScore":0},{"id":376303650,"gmtCreate":1619085904970,"gmtModify":1619085904970,"author":{"id":"3464653850399717","authorId":"3464653850399717","name":"起司_9213","avatar":"https://static.tigerbbs.com/b289deca4491f8ad58d28ab9cc1d2890","crmLevel":2,"crmLevelSwitch":0,"followedFlag":false,"authorIdStr":"3464653850399717","idStr":"3464653850399717"},"themes":[],"htmlText":"问题出在中国高官身上,所有企业一旦换成中国高管,立刻就变得对中国人特别不友好,本质上不是外国企业区别对待中国市场,而是自己人的问题。","listText":"问题出在中国高官身上,所有企业一旦换成中国高管,立刻就变得对中国人特别不友好,本质上不是外国企业区别对待中国市场,而是自己人的问题。","text":"问题出在中国高官身上,所有企业一旦换成中国高管,立刻就变得对中国人特别不友好,本质上不是外国企业区别对待中国市场,而是自己人的问题。","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":6,"commentSize":1,"repostSize":0,"link":"https://laohu8.com/post/376303650","repostId":"1170275168","repostType":4,"isVote":1,"tweetType":1,"viewCount":1136,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"CN","totalScore":0},{"id":482043001205512,"gmtCreate":1758715403130,"gmtModify":1758715405651,"author":{"id":"3464653850399717","authorId":"3464653850399717","name":"起司_9213","avatar":"https://static.tigerbbs.com/b289deca4491f8ad58d28ab9cc1d2890","crmLevel":2,"crmLevelSwitch":0,"followedFlag":false,"authorIdStr":"3464653850399717","idStr":"3464653850399717"},"themes":[],"htmlText":"能遮风挡雨,夏天有空调,冬天有暖风 足够","listText":"能遮风挡雨,夏天有空调,冬天有暖风 足够","text":"能遮风挡雨,夏天有空调,冬天有暖风 足够","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":3,"commentSize":2,"repostSize":0,"link":"https://laohu8.com/post/482043001205512","repostId":"2569703006","repostType":2,"repost":{"id":"2569703006","kind":"news","pubTimestamp":1758712142,"share":"https://www.laohu8.com/m/news/2569703006?lang=zh_CN&edition=full","pubTime":"2025-09-24 19:09","market":"us","language":"zh","title":"代号E41低价Model Y曝光 配置大幅精简 “毛坯房”变“草房”","url":"https://stock-news.laohu8.com/highlight/detail?id=2569703006","media":"快科技","summary":"快科技9月24日消息,有国外汽车博主近日在X平台发布推文,称在特斯拉车载固件中首次发现代号为“E41”的低价版Model Y信息。为了实现成本与售价的双重下探,E41在设计与配置上展开了系统性简化。总结来说,低价版Model Y通过复用现有的成熟平台和生产线与供应链,从而极大缩短新车的开发成本,降低售价。不过,目前特斯拉官方尚未确认车型细节。","content":"<html><body><article><p>快科技9月24日消息,<strong>有国外汽车博主近日在X平台发布推文,称在<a href=\"https://laohu8.com/S/TSLA\">特斯拉</a>车载固件中首次发现代号为“E41”的低价版Model Y信息。</strong>这款主打成本控制的新车,预计将于2025年底前正式上市,精准锚定价格敏感的个人用户,以及出租车、租赁公司、配送企业等大规模车队市场。</p><img src=\"https://fid-75186.picgzc.qpic.cn/20250924191526341d152gdm6vpjni8u\"/><p>为了实现成本与售价的双重下探,E41在设计与配置上展开了系统性简化。</p><p>比如外观设计上,特斯拉标志性的全玻璃车顶被更具<span>成本优势</span>的金属车顶取代,贯穿式灯带随独立前后保险杠的采用而消失,电动折叠后视镜与迎宾投射灯等便捷功能也一并移除,这些改动既降低了材料成本,也简化了生产流程。</p><p>内饰则彻底转向实用主义导向:标准版的纯素皮革座椅替换为织物材质,座椅调节仅保留单轴控制,通风/加热功能及加热方向盘均被取消。</p><p>氛围灯与后排触控屏的缺席进一步压缩成本,空调出风口改为手动调节模式,音响系统从16扬声器缩减至11个,中央扶手改为双件结构,就连衣帽钩这类小部件也未被保留。</p><p>机械配置方面,E41将提供后驱与四驱两种版本,搭载被描述为“特殊电机配置”的动力系统,行业推测应为特斯拉全新研发的低成本电机。悬挂系统取消了可调功能,标配18英寸基础款轮毂。</p><p>除此之外,牵引挂钩、水坑灯、金属反光玻璃、声学玻璃、<a href=\"https://laohu8.com/S/301365\">矩阵</a>大灯及前后灯条等配置均在削减清单中,而保险杠摄像头功能因对驾驶安全至关重要得以保留。</p><img src=\"https://fid-75186.picgzc.qpic.cn/20250924191529676d152yr95jgbrgxa\"/><p>总结来说,低价版Model Y通过复用现有的成熟平台和生产线与供应链,从而极大缩短新车的开发成本,降低售价。有媒体爆料,新车价格可能下探至15-20万元价。不过,目前特斯拉官方尚未确认车型细节。</p></article></body></html>","source":"tencent","collect":0,"html":"<!DOCTYPE html>\n<html>\n<head>\n<meta http-equiv=\"Content-Type\" content=\"text/html; charset=utf-8\" />\n<meta name=\"viewport\" content=\"width=device-width,initial-scale=1.0,minimum-scale=1.0,maximum-scale=1.0,user-scalable=no\"/>\n<meta name=\"format-detection\" content=\"telephone=no,email=no,address=no\" />\n<title>代号E41低价Model Y曝光 配置大幅精简 “毛坯房”变“草房”</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代号E41低价Model Y曝光 配置大幅精简 “毛坯房”变“草房”\n</h2>\n\n<h4 class=\"meta\">\n\n\n2025-09-24 19:09 北京时间 <a href=http://gu.qq.com/resources/shy/news/detail-v2/index.html#/?id=nesSN2025092419153495425172&s=b><strong>快科技</strong></a>\n\n\n</h4>\n\n</header>\n<article>\n<div>\n<p>快科技9月24日消息,有国外汽车博主近日在X平台发布推文,称在特斯拉车载固件中首次发现代号为“E41”的低价版Model Y信息。这款主打成本控制的新车,预计将于2025年底前正式上市,精准锚定价格敏感的个人用户,以及出租车、租赁公司、配送企业等大规模车队市场。为了实现成本与售价的双重下探,E41在设计与配置上展开了系统性简化。比如外观设计上,特斯拉标志性的全玻璃车顶被更具成本优势的金属车顶取代,...</p>\n\n<a href=\"http://gu.qq.com/resources/shy/news/detail-v2/index.html#/?id=nesSN2025092419153495425172&s=b\">网页链接</a>\n\n</div>\n\n\n</article>\n</div>\n</body>\n</html>\n","type":0,"thumbnail":"","relate_stocks":{"LU0097036916.USD":"贝莱德美国增长A2 USD","LU0689472784.USD":"安联收益及增长基金Cl AM AT Acc","LU1629891620.HKD":"ALLIANZ INCOME AND GROWTH \"AMG2\" (H2-HKD) INC","LU2087621335.USD":"ALLSPRING GLOBAL FACTOR ENHANCED EQUITY \"A\" (USD) ACC","LU1852331112.SGD":"Blackrock World Technology Fund A2 SGD-H","LU0943347566.SGD":"安联收益及增长平衡基金AM H2-SGD","IE00BSNM7G36.USD":"NEUBERGER BERMAN SYSTEMATIC GLOBAL SUSTAINABLE VALUE \"A\" 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Y通过复用现有的成熟平台和生产线与供应链,从而极大缩短新车的开发成本,降低售价。有媒体爆料,新车价格可能下探至15-20万元价。不过,目前特斯拉官方尚未确认车型细节。","news_type":1,"symbols_score_info":{"TSLA":0.9,"TSYW.SI":0.6}},"isVote":1,"tweetType":1,"viewCount":1755,"authorTweetTopStatus":1,"verified":2,"comments":[{"author":{"id":"3464653850399717","authorId":"3464653850399717","name":"起司_9213","avatar":"https://static.tigerbbs.com/b289deca4491f8ad58d28ab9cc1d2890","crmLevel":2,"crmLevelSwitch":0,"authorIdStr":"3464653850399717","idStr":"3464653850399717"},"content":"吉姆尼还是跟特斯拉一样大品牌,值得信赖。我也很喜欢吉姆尼,很多越野爱好者要求长城的魏总出一款类似的,但是受众群体较小。","text":"吉姆尼还是跟特斯拉一样大品牌,值得信赖。我也很喜欢吉姆尼,很多越野爱好者要求长城的魏总出一款类似的,但是受众群体较小。","html":"吉姆尼还是跟特斯拉一样大品牌,值得信赖。我也很喜欢吉姆尼,很多越野爱好者要求长城的魏总出一款类似的,但是受众群体较小。"},{"author":{"id":"3562924132299436","authorId":"3562924132299436","name":"Nastu","avatar":"https://static.tigerbbs.com/839c098cc0cfb1779409ca047e771be7","crmLevel":1,"crmLevelSwitch":0,"authorIdStr":"3562924132299436","idStr":"3562924132299436"},"content":"这就是我对于汽车的要求了,吉姆尼102匹马力都很好玩","text":"这就是我对于汽车的要求了,吉姆尼102匹马力都很好玩","html":"这就是我对于汽车的要求了,吉姆尼102匹马力都很好玩"}],"imageCount":0,"langContent":"CN","totalScore":0},{"id":453606205169696,"gmtCreate":1751766190364,"gmtModify":1751766192079,"author":{"id":"3464653850399717","authorId":"3464653850399717","name":"起司_9213","avatar":"https://static.tigerbbs.com/b289deca4491f8ad58d28ab9cc1d2890","crmLevel":2,"crmLevelSwitch":0,"followedFlag":false,"authorIdStr":"3464653850399717","idStr":"3464653850399717"},"themes":[],"htmlText":"瞎折腾,劳民伤财","listText":"瞎折腾,劳民伤财","text":"瞎折腾,劳民伤财","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":1,"commentSize":2,"repostSize":0,"link":"https://laohu8.com/post/453606205169696","repostId":"1138135411","repostType":4,"repost":{"id":"1138135411","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":1751845247,"share":"https://www.laohu8.com/m/news/1138135411?lang=zh_CN&edition=full","pubTime":"2025-07-07 07:40","market":"us","language":"zh","title":"马斯克宣布“美国党”成立,未来12个月的焦点是众议院和参议院","url":"https://stock-news.laohu8.com/highlight/detail?id=1138135411","media":"老虎资讯综合","summary":"当地时间7月5日,美国企业家埃隆·马斯克在社交媒体平台X上发文称,“美国党”于当日成立,以还给人民自由。近期,马斯克与美国总统特朗普就“大而美”税收和支出法案产生分歧。6月30日,马斯克猛批特朗普力推的所谓“大而美”税收和支出法案并表示,如果法案通过,第二天就会成立“美国党”。当地时间7月4日,美国总统特朗普签署“大而美”税收和支出法案,使其生效。法案签署成法的几个小时前,马斯克在X上就是否该建立一个新的美国政党发起投票。马斯克之前对这项法案表达强烈反对立场,他表示将成立一个新政党,并不惜花钱推翻支持大而美法案的议员。在收到的约124.9万网络投票中,65.4%的网民支持成立新党。","content":"<html><head></head><body><p style=\"text-align: justify;\">7月7日(周一),截止发稿,美股夜盘特斯拉大跌超6%。</p><p class=\"t-img-caption\"><img src=\"https://static.tigerbbs.com/ced99719837a52d99da46e5f3fce283a\" title=\"\" tg-width=\"350\" tg-height=\"122\"/></p><p>消息面上:7月7日,马斯克在社交媒体平台上最新发文表示,支持总统候选人并非不可能,但未来12个月的焦点是众议院和参议院。</p><p class=\"t-img-caption\"><img src=\"https://static.tigerbbs.com/b481bdabb79c60375d23c789cc43903d\" title=\"\" tg-width=\"566\" tg-height=\"152\"/></p><p style=\"text-align: justify;\">当地时间7月5日,美国企业家<strong>埃隆·马斯克在社交媒体平台X上发文称,“美国党”于当日成立</strong>,以还给人民自由。据《印度斯坦报》6日报道,在这条宣布成立“美国党”的帖子下,有网友问他的新政党是否会参加2026年中期选举或2028年的总统选举时,马斯克回复称,“明年”。</p><p style=\"text-align: justify;\">马斯克4日在美国“独立日”当天发起网络意见调查,问网民是否应该成立“美国党”,以把美国民众从民主党、共和党轮流上台的两党体制中“解放出来”。</p><p style=\"text-align: justify;\">近期,马斯克与美国总统特朗普就“大而美”税收和支出法案产生分歧。6月30日,马斯克猛批特朗普力推的所谓“大而美”税收和支出法案并表示,如果法案通过,第二天就会成立“美国党”。</p><p style=\"text-align: justify;\">当地时间7月4日,美国总统特朗普签署“大而美”税收和支出法案,使其生效。法案签署成法的几个小时前,马斯克在X上就是否该建立一个新的美国政党发起投票。马斯克表示将成立一个新政党,并不惜花钱推翻支持大而美法案的议员。在收到的约124.9万网络投票中,65.4%的网民支持成立新党。</p><p>根据美国法律,一个有资格参与选举的政党成立,其资质确认需要经过复杂的认证程序,首先必须召开党团会议或代表大会,选举临时官员并指定政党名称。尚不清楚马斯克的“美国党”是否已启动相关程序。</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>马斯克宣布“美国党”成立,未来12个月的焦点是众议院和参议院</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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07:40</p>\n</div>\n\n</a>\n\n\n</h4>\n\n</header>\n<article>\n<html><head></head><body><p style=\"text-align: justify;\">7月7日(周一),截止发稿,美股夜盘特斯拉大跌超6%。</p><p class=\"t-img-caption\"><img src=\"https://static.tigerbbs.com/ced99719837a52d99da46e5f3fce283a\" title=\"\" tg-width=\"350\" tg-height=\"122\"/></p><p>消息面上:7月7日,马斯克在社交媒体平台上最新发文表示,支持总统候选人并非不可能,但未来12个月的焦点是众议院和参议院。</p><p class=\"t-img-caption\"><img src=\"https://static.tigerbbs.com/b481bdabb79c60375d23c789cc43903d\" title=\"\" tg-width=\"566\" tg-height=\"152\"/></p><p style=\"text-align: justify;\">当地时间7月5日,美国企业家<strong>埃隆·马斯克在社交媒体平台X上发文称,“美国党”于当日成立</strong>,以还给人民自由。据《印度斯坦报》6日报道,在这条宣布成立“美国党”的帖子下,有网友问他的新政党是否会参加2026年中期选举或2028年的总统选举时,马斯克回复称,“明年”。</p><p style=\"text-align: justify;\">马斯克4日在美国“独立日”当天发起网络意见调查,问网民是否应该成立“美国党”,以把美国民众从民主党、共和党轮流上台的两党体制中“解放出来”。</p><p style=\"text-align: justify;\">近期,马斯克与美国总统特朗普就“大而美”税收和支出法案产生分歧。6月30日,马斯克猛批特朗普力推的所谓“大而美”税收和支出法案并表示,如果法案通过,第二天就会成立“美国党”。</p><p style=\"text-align: justify;\">当地时间7月4日,美国总统特朗普签署“大而美”税收和支出法案,使其生效。法案签署成法的几个小时前,马斯克在X上就是否该建立一个新的美国政党发起投票。马斯克表示将成立一个新政党,并不惜花钱推翻支持大而美法案的议员。在收到的约124.9万网络投票中,65.4%的网民支持成立新党。</p><p>根据美国法律,一个有资格参与选举的政党成立,其资质确认需要经过复杂的认证程序,首先必须召开党团会议或代表大会,选举临时官员并指定政党名称。尚不清楚马斯克的“美国党”是否已启动相关程序。</p></body></html>\n\n</article>\n</div>\n</body>\n</html>\n","type":0,"thumbnail":"https://static.tigerbbs.com/a26d668159275e3b176301eb946f1a7d","relate_stocks":{"TSLA":"特斯拉"},"source_url":"","is_english":false,"share_image_url":"https://static.laohu8.com/e9f99090a1c2ed51c021029395664489","article_id":"1138135411","content_text":"7月7日(周一),截止发稿,美股夜盘特斯拉大跌超6%。消息面上:7月7日,马斯克在社交媒体平台上最新发文表示,支持总统候选人并非不可能,但未来12个月的焦点是众议院和参议院。当地时间7月5日,美国企业家埃隆·马斯克在社交媒体平台X上发文称,“美国党”于当日成立,以还给人民自由。据《印度斯坦报》6日报道,在这条宣布成立“美国党”的帖子下,有网友问他的新政党是否会参加2026年中期选举或2028年的总统选举时,马斯克回复称,“明年”。马斯克4日在美国“独立日”当天发起网络意见调查,问网民是否应该成立“美国党”,以把美国民众从民主党、共和党轮流上台的两党体制中“解放出来”。近期,马斯克与美国总统特朗普就“大而美”税收和支出法案产生分歧。6月30日,马斯克猛批特朗普力推的所谓“大而美”税收和支出法案并表示,如果法案通过,第二天就会成立“美国党”。当地时间7月4日,美国总统特朗普签署“大而美”税收和支出法案,使其生效。法案签署成法的几个小时前,马斯克在X上就是否该建立一个新的美国政党发起投票。马斯克表示将成立一个新政党,并不惜花钱推翻支持大而美法案的议员。在收到的约124.9万网络投票中,65.4%的网民支持成立新党。根据美国法律,一个有资格参与选举的政党成立,其资质确认需要经过复杂的认证程序,首先必须召开党团会议或代表大会,选举临时官员并指定政党名称。尚不清楚马斯克的“美国党”是否已启动相关程序。","news_type":1,"symbols_score_info":{"TSLA":1.1}},"isVote":1,"tweetType":1,"viewCount":2164,"authorTweetTopStatus":1,"verified":2,"comments":[{"author":{"id":"4109863410480020","authorId":"4109863410480020","name":"整挺好_____8580","avatar":"https://static.tigerbbs.com/904bbc2dea34764db59b669f0a7c80a3","crmLevel":4,"crmLevelSwitch":0,"authorIdStr":"4109863410480020","idStr":"4109863410480020"},"content":"伤谁的财?","text":"伤谁的财?","html":"伤谁的财?"}],"imageCount":0,"langContent":"CN","totalScore":0},{"id":163361508,"gmtCreate":1623859942204,"gmtModify":1623859942204,"author":{"id":"3464653850399717","authorId":"3464653850399717","name":"起司_9213","avatar":"https://static.tigerbbs.com/b289deca4491f8ad58d28ab9cc1d2890","crmLevel":2,"crmLevelSwitch":0,"followedFlag":false,"authorIdStr":"3464653850399717","idStr":"3464653850399717"},"themes":[],"htmlText":"这是防止年轻人躺平的措施,也是促进生孩子的措施吗?背锅侠","listText":"这是防止年轻人躺平的措施,也是促进生孩子的措施吗?背锅侠","text":"这是防止年轻人躺平的措施,也是促进生孩子的措施吗?背锅侠","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":3,"commentSize":1,"repostSize":0,"link":"https://laohu8.com/post/163361508","repostId":"1196216953","repostType":4,"repost":{"id":"1196216953","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":1623853375,"share":"https://www.laohu8.com/m/news/1196216953?lang=zh_CN&edition=full","pubTime":"2021-06-16 22:22","market":"us","language":"zh","title":"中概教育股再遭血洗!传下周将出台更为严格的课外辅导新规","url":"https://stock-news.laohu8.com/highlight/detail?id=1196216953","media":"老虎资讯综合","summary":"6月16日,中概教育股持续走低,好未来、高途均跌超10%,新东方跌超8%。\n\n消息人士告诉路透,我国准备对1200亿美元的课外辅导行业进行比预期更为严厉的打击,包括试行禁止假期补习和限制广告。\n知情人","content":"<p>6月16日,中概教育股持续走低,<a href=\"https://laohu8.com/S/TAL\">好未来</a>、<a href=\"https://laohu8.com/S/GOTU\">高途</a>均跌超10%,<a href=\"https://laohu8.com/S/EDU\">新东方</a>跌超8%。</p>\n<p><img src=\"https://static.tigerbbs.com/d6b73de5211a2fb83f44092b0ac9f623\" tg-width=\"478\" tg-height=\"192\" referrerpolicy=\"no-referrer\"></p>\n<p>消息人士告诉路透,我国准备对1200亿美元的课外辅导行业进行比预期更为严厉的打击,包括试行禁止假期补习和限制广告。</p>\n<p>知情人士表示,新规定最早可能在下周公布,并于下个月生效,旨在缓解学童的压力并通过降低家庭生活成本来提高国家的出生率。</p>\n<p>消息人士称,北京、上海和其他主要城市在暑假和寒假期间试行禁止线上和线下辅导,这比路透社上个月首次报道的计划措施更进一步。</p>\n<p>其中一位消息人士表示,“新规则将比预期更严格,该行业应该为最坏的情况做准备。”</p>\n<p>消息人士称,试行假期禁令增加了在学期期间禁止在周末进行线上和线下辅导的计划,这可能会使校外辅导企业的年收入减少多达70-80%。</p>\n<p>教育部正在起草的针对的是从幼儿园到12年级或K-12学生的补习市场,该行业近年来发展迅速。</p>\n<p>根据中国教育学会的最新数据,2016年,中国超过75%的K-12学生(年龄在6至18岁之间)参加了课外辅导班,数据表明这一比例有所上升。</p>\n<p>据路透社上个月报道,已经迫使至少一家提供辅导服务的大公司搁置10亿美元的融资轮,目前正在由高层推动。</p>\n<p>其中一位消息人士称,假期和周末补习禁令将在北京、上海和江苏等九个省市实施,然后在全国推广。</p>","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>中概教育股再遭血洗!传下周将出台更为严格的课外辅导新规</title>\n<style 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referrerpolicy=\"no-referrer\"></p>\n<p>消息人士告诉路透,我国准备对1200亿美元的课外辅导行业进行比预期更为严厉的打击,包括试行禁止假期补习和限制广告。</p>\n<p>知情人士表示,新规定最早可能在下周公布,并于下个月生效,旨在缓解学童的压力并通过降低家庭生活成本来提高国家的出生率。</p>\n<p>消息人士称,北京、上海和其他主要城市在暑假和寒假期间试行禁止线上和线下辅导,这比路透社上个月首次报道的计划措施更进一步。</p>\n<p>其中一位消息人士表示,“新规则将比预期更严格,该行业应该为最坏的情况做准备。”</p>\n<p>消息人士称,试行假期禁令增加了在学期期间禁止在周末进行线上和线下辅导的计划,这可能会使校外辅导企业的年收入减少多达70-80%。</p>\n<p>教育部正在起草的针对的是从幼儿园到12年级或K-12学生的补习市场,该行业近年来发展迅速。</p>\n<p>根据中国教育学会的最新数据,2016年,中国超过75%的K-12学生(年龄在6至18岁之间)参加了课外辅导班,数据表明这一比例有所上升。</p>\n<p>据路透社上个月报道,已经迫使至少一家提供辅导服务的大公司搁置10亿美元的融资轮,目前正在由高层推动。</p>\n<p>其中一位消息人士称,假期和周末补习禁令将在北京、上海和江苏等九个省市实施,然后在全国推广。</p>\n\n</article>\n</div>\n</body>\n</html>\n","type":0,"thumbnail":"https://static.tigerbbs.com/428db54350354f66d13560331e078b53","relate_stocks":{"GOTU":"高途","TAL":"好未来","EDU":"新东方"},"is_english":false,"share_image_url":"https://static.laohu8.com/e9f99090a1c2ed51c021029395664489","article_id":"1196216953","content_text":"6月16日,中概教育股持续走低,好未来、高途均跌超10%,新东方跌超8%。\n\n消息人士告诉路透,我国准备对1200亿美元的课外辅导行业进行比预期更为严厉的打击,包括试行禁止假期补习和限制广告。\n知情人士表示,新规定最早可能在下周公布,并于下个月生效,旨在缓解学童的压力并通过降低家庭生活成本来提高国家的出生率。\n消息人士称,北京、上海和其他主要城市在暑假和寒假期间试行禁止线上和线下辅导,这比路透社上个月首次报道的计划措施更进一步。\n其中一位消息人士表示,“新规则将比预期更严格,该行业应该为最坏的情况做准备。”\n消息人士称,试行假期禁令增加了在学期期间禁止在周末进行线上和线下辅导的计划,这可能会使校外辅导企业的年收入减少多达70-80%。\n教育部正在起草的针对的是从幼儿园到12年级或K-12学生的补习市场,该行业近年来发展迅速。\n根据中国教育学会的最新数据,2016年,中国超过75%的K-12学生(年龄在6至18岁之间)参加了课外辅导班,数据表明这一比例有所上升。\n据路透社上个月报道,已经迫使至少一家提供辅导服务的大公司搁置10亿美元的融资轮,目前正在由高层推动。\n其中一位消息人士称,假期和周末补习禁令将在北京、上海和江苏等九个省市实施,然后在全国推广。","news_type":1,"symbols_score_info":{"TAL":0.9,"GOTU":0.9,"EDU":0.9}},"isVote":1,"tweetType":1,"viewCount":2351,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"CN","totalScore":0},{"id":530123179820528,"gmtCreate":1770445527314,"gmtModify":1770445530207,"author":{"id":"3464653850399717","authorId":"3464653850399717","name":"起司_9213","avatar":"https://static.tigerbbs.com/b289deca4491f8ad58d28ab9cc1d2890","crmLevel":2,"crmLevelSwitch":0,"followedFlag":false,"authorIdStr":"3464653850399717","idStr":"3464653850399717"},"themes":[],"title":"","htmlText":"当年电动车推广,一堆人说不合算,包括现在也是。当年测试重复利用火箭,全部人都说不可能,说马斯克低估了难度。当年的种种不可能,慢慢都变得可能","listText":"当年电动车推广,一堆人说不合算,包括现在也是。当年测试重复利用火箭,全部人都说不可能,说马斯克低估了难度。当年的种种不可能,慢慢都变得可能","text":"当年电动车推广,一堆人说不合算,包括现在也是。当年测试重复利用火箭,全部人都说不可能,说马斯克低估了难度。当年的种种不可能,慢慢都变得可能","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":4,"commentSize":0,"repostSize":0,"link":"https://laohu8.com/post/530123179820528","repostId":"1168542941","repostType":4,"repost":{"id":"1168542941","kind":"news","pubTimestamp":1770444835,"share":"https://www.laohu8.com/m/news/1168542941?lang=zh_CN&edition=full","pubTime":"2026-02-07 14:13","market":"us","language":"zh","title":"发射100万颗卫星,马斯克要干什么?","url":"https://stock-news.laohu8.com/highlight/detail?id=1168542941","media":"中国新闻周刊","summary":"SpaceX向美国FCC申请发射最多100万颗卫星,计划构建覆盖全球的轨道数据中心网络,实现“大模型上天”,通过在轨算力直接处理数据,减轻地面数据中心压力并提高效率。近日,有SpaceX股东向媒体回应,合并已获董事会批准。当地时间2月4日,FCC宣布正式受理该申请,开始征集公众意见。100万颗卫星布满天空,必然遇到发电效率的问题。前述航天科普专家表示,马斯克需要寻找低成本、抗辐射、高效率的光","content":"<html><head></head><body><blockquote><p>SpaceX向美国FCC申请发射最多100万颗卫星,计划构建覆盖全球的轨道数据中心网络,实现“大模型上天”,通过在轨算力直接处理数据,减轻地面数据中心压力并提高效率。专家指出,太空算力具备长期高强度太阳能供电和快速数据交换优势,但仍面临发电效率、散热、辐射防护、硬件可靠性、空间碎片及成本等挑战。</p></blockquote><p style=\"text-align: justify;\">马斯克又开始“左手倒右手”了。</p><p style=\"text-align: justify;\">2月3日,美国太空探索技术公司(SpaceX)创始人埃隆·马斯克在社交平台X上宣布,其创办的人工智能公司xAI将被SpaceX收购,从而打造“全球最具雄心的创新引擎”。近日,有SpaceX股东向媒体回应,合并已获董事会批准。</p><p style=\"text-align: justify;\">显然,这不是一次简单的商业合并。就在1月30日,SpaceX向美国联邦通信委员会(FCC)提交申请,计划发射“一个拥有前所未有计算能力的卫星星座”,用于支持AI大模型的在轨应用。这一星座最多将包含100万颗卫星,形成覆盖全球的轨道数据中心网络。当地时间2月4日,FCC宣布正式受理该申请,开始征集公众意见。</p><p style=\"text-align: justify;\"><strong>马斯克真正想要布局的是一个全新的增长点:太空计算。太空计算是指将计算资源部署在太空,通过卫星等基础设施实现数据处理和智能决策。马斯克曾公开表示,全球地面AI基建白热化,地球终将承载不了大模型所需算力,算力上天是必然选择。那么,他眼中“永远阳光明媚”、能够提供无限能源的太空,真的能成为大模型的未来温床吗?</strong></p><h2 id=\"id_1193982802\">发电效率依然是挑战</h2><p style=\"text-align: justify;\">这不是马斯克第一次大张旗鼓地做资产重组了。去年3月,刚成立两年的xAI 收购了社交平台X,形成了社交媒体与模型算力的闭环。</p><p style=\"text-align: justify;\">xAI与SpaceX的合并意味着前者将拥有稳定的发射能力,而后者则可拿到长期的卫星发射订单,从而形成“火箭发射+太空算力+AI大模型”的完整闭环。据SpaceX发布的文件,马斯克此次申请的星座将直接捕获太阳能,通过能源转换系统为轨道上的数据中心供电,从而供养大模型这一“吃电大户”。</p><p style=\"text-align: justify;\">这一构想有着诸多吸引力。据英国巴克莱银行研究团队2025年公布的数据,美国目前已规划的大型数据中心项目总容量超过45吉瓦,2030年将超过200吉瓦,占美国总发电量的40%。而高轨太空数据中心可长时间使用高强度太阳能,不受大气影响,发电效率可达地面太阳能的5倍。</p><p style=\"text-align: justify;\">“目前公认的太空计算应用是‘天数天算’。”国内资深航天专家雨广向《中国新闻周刊》介绍,以遥感卫星为例,其传统的工作模式是把遥感数据,例如卫星拍摄的照片用无线电传回地面,再处理形成数据产品加以利用,即“天数地算”。大模型的训练和推理都在地面,意味着大量算力仍部署在智算中心等核心枢纽。如果大模型能上天,这些数据能直接在太空被处理和分析,地面仅接收分析后的结果,就能解放地面设备占地。</p><p style=\"text-align: justify;\">这一应用前景国内外已成共识。在今年1月举办的“星算·智联”太空算力研讨会上,中国信息通信研究院总工程师何宝宏指出,打造太空算力体系,不仅能有效缓解星际数据的传输压力,提升遥感、通信、导航等空间信息服务的时效性,也有助于破解超大规模算力集群面临的能源供给等多重制约。</p><p style=\"text-align: justify;\">“天数天算”的核心优势是效率。雨广认为,大模型需要与数据库或其他大模型进行海量数据交换,若能与低轨的天基互联网卫星联网,通过微波或激光链路通信,其数据交换速度不逊于地面光纤网络。但同时,要实现数据全球覆盖,算力星座应是一个均匀的星座,不太可能都在同一轨道面上。</p><p style=\"text-align: justify;\">SpaceX此次申请并未公布太多技术细节,如卫星尺寸、质量等。其构想星座将在距地面500—2000公里的轨道范围内运行,轨道倾角30度,每个轨道层的高度跨度可达50公里,卫星之间采用激光通信。</p><p style=\"text-align: justify;\">100万颗卫星布满天空,必然遇到发电效率的问题。雨广指出,算力卫星理论上最适合的轨道——晨昏轨道,是一种特殊的太阳同步轨道,典型高度为距地面700—800公里。晨昏轨道卫星的轨道面与地球晨昏面大抵重合,使得卫星几乎一直能受到太阳照射。这一轨道上已有不少气象、科研卫星。而在其他轨道,卫星都会有一段时间进入地球阴影区。</p><p style=\"text-align: justify;\">显然,晨昏轨道只有一个轨道面,无法满足所有算力卫星的布设。“最坏的情况是,卫星在40%的运行时间里被地球遮蔽,无法通过太阳能发电,只能依靠配套的蓄电池,这会大大增加部署成本。就算SpaceX的可复用火箭‘星舰’今年实现了有效载荷上天,天上发电的成本依然显著高于地面。”雨广说。</p><p style=\"text-align: justify;\">此外,参考国际空间站,其拥有全球最大的太阳能帆板,总面积3000多平方米,相当于两个足球场大,最大发电功率约160千瓦。但雨广认为,以每平方米太阳能板的发电功率计算,要达到马斯克规划的吉瓦级别功率,太阳能板的总面积将以平方公里计,这对于材料和工程设计都是极大挑战。</p><h2 id=\"id_3263435524\">“账还算不过来”</h2><p style=\"text-align: justify;\">毋庸置疑的是,当前国内外企业都在加速推进太空计算的工程化落地。</p><p style=\"text-align: justify;\">去年11月,美国轨道数据中心初创企业Starcloud发射的Starcloud-1卫星成功运行了英伟达H100芯片,首次完成了大模型的在轨训练和推理任务。几乎同时,谷歌宣布启动“捕日者计划”,拟于2027年发射搭载自研大模型训练芯片的太阳能卫星。前述申请中,马斯克提出五年内实现“太空AI训练成本最低”的愿景,并规划每年部署100吉瓦的算力。</p><p style=\"text-align: justify;\">国内也有相应探索。去年5月,随着首批12颗计算卫星发射入轨,由浙江之江实验室牵头的“三体计算星座”正式进入组网阶段。该项目计划2030年建成,包含1000颗卫星,覆盖全球网络,是国内首个整轨互联的太空计算星座。据了解,“三体计算星座”将广泛应用于城市治理、应急救灾、环境监测等领域,在轨计算可将数据处理时间缩短至秒级。 </p><p style=\"text-align: justify;\">相比之下,对于“地数天算”这一更长远的应用,部分业内人士还持保留态度,因为人类社会绝大多数数据仍来源于地面,“地数天算”意味着将引入更大规模、更密集的在轨器件。北京星辰未来空间技术研究院院长张善从在前述太空算力研讨会上表示,太空算力仍面临安全等方面的挑战,包括辐射防护与硬件可靠性、空间碎片与自主避碰等。这依赖于关键技术突破,如超大规模姿轨协同控制、抗辐照芯片加固等。</p><p style=\"text-align: justify;\">雨广指出,大规模在轨器件受宇宙辐射的影响很大,芯片上天之后,高能粒子穿透芯片造成数据错误,使得大模型本身出错的概率提高,器件也更容易损坏。如果训练中途出错,整个训练过程可能都需要重来。即使只用于推理,一个频繁出错的商用大模型,也无法保证用户体验。</p><p style=\"text-align: justify;\">若加入防护和纠错设备,又将引入额外成本。有航天科普专家向《中国新闻周刊》表示,马斯克布局太空算力的野心,很大程度上来源于“星舰”提供的运力底气。SpaceX计划今年实现“星舰”的完全可重复使用,使太空进入成本骤降99%,每磅有效载荷的成本可降至100美元以下。SpaceX为“星链”项目申请了4.2万颗卫星许可,目前部署超9600颗,且仍在扩展。国内可重复使用运载火箭技术尚处于验证阶段,单次搭载卫星数量有限,“账还算不过来”。</p><p style=\"text-align: justify;\">散热也是个大问题。雨广指出,地面可以用水和空气等介质,靠对流散热把热量带走。而宇宙空间只有辐射散热一种散热形式,这意味着算力卫星可能需要非常大的散热板,同时不断调整姿态,一边获取太阳能,一边朝背对太阳的方向散热。</p><p style=\"text-align: justify;\">显然,马斯克也意识到了这些问题。<strong>据多家媒体报道,马斯克团队近期走访了中国多家光伏企业,考察设备、硅片、电池组件等全产业链环节。这次考察并非一时兴起。前述航天科普专家表示,马斯克需要寻找低成本、抗辐射、高效率的光伏组件,以支持其太空算力战略。</strong></p><p style=\"text-align: justify;\">雨广指出,即使有诸多困难和争议,算力上天仍是未来趋势。FCC对SpaceX本次申请的态度将持续牵动业内神经。而马斯克本人似乎信心满满,他在X推文的最后引用的“Ad Astra”,源于一句拉丁文格言“Per aspera, ad astra”,意为“循此苦旅,以抵繁星”。</p></body></html>","source":"inewsweek","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\" 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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发射100万颗卫星,马斯克要干什么?\n</h2>\n\n<h4 class=\"meta\">\n\n\n2026-02-07 14:13 北京时间 <a href=https://mp.weixin.qq.com/s/zwl9ScSQ6sPIiU-6dAnSRw><strong>中国新闻周刊</strong></a>\n\n\n</h4>\n\n</header>\n<article>\n<div>\n<p>SpaceX向美国FCC申请发射最多100万颗卫星,计划构建覆盖全球的轨道数据中心网络,实现“大模型上天”,通过在轨算力直接处理数据,减轻地面数据中心压力并提高效率。专家指出,太空算力具备长期高强度太阳能供电和快速数据交换优势,但仍面临发电效率、散热、辐射防护、硬件可靠性、空间碎片及成本等挑战。马斯克又开始“左手倒右手”了。2月3日,美国太空探索技术公司(SpaceX)创始人埃隆·马斯克在社交平台...</p>\n\n<a href=\"https://mp.weixin.qq.com/s/zwl9ScSQ6sPIiU-6dAnSRw\">网页链接</a>\n\n</div>\n\n\n</article>\n</div>\n</body>\n</html>\n","type":0,"thumbnail":"https://static.tigerbbs.com/8a22c2a7d7712e053c817fe8a7d09630","relate_stocks":{"TSLA":"特斯拉"},"source_url":"https://mp.weixin.qq.com/s/zwl9ScSQ6sPIiU-6dAnSRw","is_english":false,"share_image_url":"https://static.laohu8.com/e9f99090a1c2ed51c021029395664489","article_id":"1168542941","content_text":"SpaceX向美国FCC申请发射最多100万颗卫星,计划构建覆盖全球的轨道数据中心网络,实现“大模型上天”,通过在轨算力直接处理数据,减轻地面数据中心压力并提高效率。专家指出,太空算力具备长期高强度太阳能供电和快速数据交换优势,但仍面临发电效率、散热、辐射防护、硬件可靠性、空间碎片及成本等挑战。马斯克又开始“左手倒右手”了。2月3日,美国太空探索技术公司(SpaceX)创始人埃隆·马斯克在社交平台X上宣布,其创办的人工智能公司xAI将被SpaceX收购,从而打造“全球最具雄心的创新引擎”。近日,有SpaceX股东向媒体回应,合并已获董事会批准。显然,这不是一次简单的商业合并。就在1月30日,SpaceX向美国联邦通信委员会(FCC)提交申请,计划发射“一个拥有前所未有计算能力的卫星星座”,用于支持AI大模型的在轨应用。这一星座最多将包含100万颗卫星,形成覆盖全球的轨道数据中心网络。当地时间2月4日,FCC宣布正式受理该申请,开始征集公众意见。马斯克真正想要布局的是一个全新的增长点:太空计算。太空计算是指将计算资源部署在太空,通过卫星等基础设施实现数据处理和智能决策。马斯克曾公开表示,全球地面AI基建白热化,地球终将承载不了大模型所需算力,算力上天是必然选择。那么,他眼中“永远阳光明媚”、能够提供无限能源的太空,真的能成为大模型的未来温床吗?发电效率依然是挑战这不是马斯克第一次大张旗鼓地做资产重组了。去年3月,刚成立两年的xAI 收购了社交平台X,形成了社交媒体与模型算力的闭环。xAI与SpaceX的合并意味着前者将拥有稳定的发射能力,而后者则可拿到长期的卫星发射订单,从而形成“火箭发射+太空算力+AI大模型”的完整闭环。据SpaceX发布的文件,马斯克此次申请的星座将直接捕获太阳能,通过能源转换系统为轨道上的数据中心供电,从而供养大模型这一“吃电大户”。这一构想有着诸多吸引力。据英国巴克莱银行研究团队2025年公布的数据,美国目前已规划的大型数据中心项目总容量超过45吉瓦,2030年将超过200吉瓦,占美国总发电量的40%。而高轨太空数据中心可长时间使用高强度太阳能,不受大气影响,发电效率可达地面太阳能的5倍。“目前公认的太空计算应用是‘天数天算’。”国内资深航天专家雨广向《中国新闻周刊》介绍,以遥感卫星为例,其传统的工作模式是把遥感数据,例如卫星拍摄的照片用无线电传回地面,再处理形成数据产品加以利用,即“天数地算”。大模型的训练和推理都在地面,意味着大量算力仍部署在智算中心等核心枢纽。如果大模型能上天,这些数据能直接在太空被处理和分析,地面仅接收分析后的结果,就能解放地面设备占地。这一应用前景国内外已成共识。在今年1月举办的“星算·智联”太空算力研讨会上,中国信息通信研究院总工程师何宝宏指出,打造太空算力体系,不仅能有效缓解星际数据的传输压力,提升遥感、通信、导航等空间信息服务的时效性,也有助于破解超大规模算力集群面临的能源供给等多重制约。“天数天算”的核心优势是效率。雨广认为,大模型需要与数据库或其他大模型进行海量数据交换,若能与低轨的天基互联网卫星联网,通过微波或激光链路通信,其数据交换速度不逊于地面光纤网络。但同时,要实现数据全球覆盖,算力星座应是一个均匀的星座,不太可能都在同一轨道面上。SpaceX此次申请并未公布太多技术细节,如卫星尺寸、质量等。其构想星座将在距地面500—2000公里的轨道范围内运行,轨道倾角30度,每个轨道层的高度跨度可达50公里,卫星之间采用激光通信。100万颗卫星布满天空,必然遇到发电效率的问题。雨广指出,算力卫星理论上最适合的轨道——晨昏轨道,是一种特殊的太阳同步轨道,典型高度为距地面700—800公里。晨昏轨道卫星的轨道面与地球晨昏面大抵重合,使得卫星几乎一直能受到太阳照射。这一轨道上已有不少气象、科研卫星。而在其他轨道,卫星都会有一段时间进入地球阴影区。显然,晨昏轨道只有一个轨道面,无法满足所有算力卫星的布设。“最坏的情况是,卫星在40%的运行时间里被地球遮蔽,无法通过太阳能发电,只能依靠配套的蓄电池,这会大大增加部署成本。就算SpaceX的可复用火箭‘星舰’今年实现了有效载荷上天,天上发电的成本依然显著高于地面。”雨广说。此外,参考国际空间站,其拥有全球最大的太阳能帆板,总面积3000多平方米,相当于两个足球场大,最大发电功率约160千瓦。但雨广认为,以每平方米太阳能板的发电功率计算,要达到马斯克规划的吉瓦级别功率,太阳能板的总面积将以平方公里计,这对于材料和工程设计都是极大挑战。“账还算不过来”毋庸置疑的是,当前国内外企业都在加速推进太空计算的工程化落地。去年11月,美国轨道数据中心初创企业Starcloud发射的Starcloud-1卫星成功运行了英伟达H100芯片,首次完成了大模型的在轨训练和推理任务。几乎同时,谷歌宣布启动“捕日者计划”,拟于2027年发射搭载自研大模型训练芯片的太阳能卫星。前述申请中,马斯克提出五年内实现“太空AI训练成本最低”的愿景,并规划每年部署100吉瓦的算力。国内也有相应探索。去年5月,随着首批12颗计算卫星发射入轨,由浙江之江实验室牵头的“三体计算星座”正式进入组网阶段。该项目计划2030年建成,包含1000颗卫星,覆盖全球网络,是国内首个整轨互联的太空计算星座。据了解,“三体计算星座”将广泛应用于城市治理、应急救灾、环境监测等领域,在轨计算可将数据处理时间缩短至秒级。 相比之下,对于“地数天算”这一更长远的应用,部分业内人士还持保留态度,因为人类社会绝大多数数据仍来源于地面,“地数天算”意味着将引入更大规模、更密集的在轨器件。北京星辰未来空间技术研究院院长张善从在前述太空算力研讨会上表示,太空算力仍面临安全等方面的挑战,包括辐射防护与硬件可靠性、空间碎片与自主避碰等。这依赖于关键技术突破,如超大规模姿轨协同控制、抗辐照芯片加固等。雨广指出,大规模在轨器件受宇宙辐射的影响很大,芯片上天之后,高能粒子穿透芯片造成数据错误,使得大模型本身出错的概率提高,器件也更容易损坏。如果训练中途出错,整个训练过程可能都需要重来。即使只用于推理,一个频繁出错的商用大模型,也无法保证用户体验。若加入防护和纠错设备,又将引入额外成本。有航天科普专家向《中国新闻周刊》表示,马斯克布局太空算力的野心,很大程度上来源于“星舰”提供的运力底气。SpaceX计划今年实现“星舰”的完全可重复使用,使太空进入成本骤降99%,每磅有效载荷的成本可降至100美元以下。SpaceX为“星链”项目申请了4.2万颗卫星许可,目前部署超9600颗,且仍在扩展。国内可重复使用运载火箭技术尚处于验证阶段,单次搭载卫星数量有限,“账还算不过来”。散热也是个大问题。雨广指出,地面可以用水和空气等介质,靠对流散热把热量带走。而宇宙空间只有辐射散热一种散热形式,这意味着算力卫星可能需要非常大的散热板,同时不断调整姿态,一边获取太阳能,一边朝背对太阳的方向散热。显然,马斯克也意识到了这些问题。据多家媒体报道,马斯克团队近期走访了中国多家光伏企业,考察设备、硅片、电池组件等全产业链环节。这次考察并非一时兴起。前述航天科普专家表示,马斯克需要寻找低成本、抗辐射、高效率的光伏组件,以支持其太空算力战略。雨广指出,即使有诸多困难和争议,算力上天仍是未来趋势。FCC对SpaceX本次申请的态度将持续牵动业内神经。而马斯克本人似乎信心满满,他在X推文的最后引用的“Ad Astra”,源于一句拉丁文格言“Per aspera, ad astra”,意为“循此苦旅,以抵繁星”。","news_type":1,"symbols_score_info":{"TSLA":2}},"isVote":1,"tweetType":1,"viewCount":102,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"CN","totalScore":0},{"id":461486071923096,"gmtCreate":1753677147075,"gmtModify":1753677148333,"author":{"id":"3464653850399717","authorId":"3464653850399717","name":"起司_9213","avatar":"https://static.tigerbbs.com/b289deca4491f8ad58d28ab9cc1d2890","crmLevel":2,"crmLevelSwitch":0,"followedFlag":false,"authorIdStr":"3464653850399717","idStr":"3464653850399717"},"themes":[],"htmlText":"<a href=\"https://laohu8.com/S/TRON\">$Tron Inc.(TRON)$</a> 有没有被孙割 割到,我打算入坑陪他走一段","listText":"<a href=\"https://laohu8.com/S/TRON\">$Tron Inc.(TRON)$</a> 有没有被孙割 割到,我打算入坑陪他走一段","text":"$Tron Inc.(TRON)$ 有没有被孙割 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