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04-27
$拼多多(PDD)$
今年加密资产的allin让自己方寸大乱。这种高风险资产就应该像对待比特币一样谨慎不能超过一万
几点到家
2025-03-06
$Direxion Daily TSLA Bull 2X Shares(TSLL)$
星期二大跌又没钱,被西方石油套着,当时就该清仓西方石油买特斯拉星期二,我服了
几点到家
2025-03-06
$Direxion Daily TSLA Bull 2X Shares(TSLL)$
原来你亏起来涨幅没那么容易想那只会亏更多
几点到家
2025-03-06
买这种两倍做多的,更要设置止损价,因为一旦下跌是双倍下跌。这玩意只适合上涨双倍上涨,就像之前赚回 amd 的钱一样😮💨😮💨😮💨。方向一错那就白搭,真的还不如空仓
特斯拉(TSLA.US)信徒们花式抄底:蜂拥至2倍做多特斯拉的高杠杆ETF
几点到家
2025-03-06
$Direxion Daily TSLA Bull 2X Shares(TSLL)$
中概股天天再涨,看看人家阿里
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2025-03-06
$Direxion Daily TSLA Bull 2X Shares(TSLL)$
天天跌跌了,真没必要吧😓😓😓真的要会空仓😂
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2025-03-06
$Direxion Daily TSLA Bull 2X Shares(TSLL)$
节奏没把握好,又要全仓被套😮💨不活了[笑哭] [笑哭]
几点到家
2025-03-06
$Direxion Daily TSLA Bull 2X Shares(TSLL)$
还是应该等大跌再去买,搞不懂急于买他的原因,明明昨天买入的价格更低
几点到家
2025-03-06
$特斯拉(TSLA)$
气死我了,周一就是脑子有坑,买了西方石油,结果大跌五个点被套,不然根本不会导致现在那么难的局面,而且还有一点就是重仓西方石油高位,回本很难🥲。昨天夜盘有机会走不走
几点到家
2025-03-06
$特斯拉(TSLA)$
还是买太早了,本来 11.5 买你两倍最多,就相当于昨天买的位置,偏偏我昨天没拿住你,不然早上绝对把你抛了。在等他下跌。现在是直接被套,那我能做到事情就很简单,就是死拿
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href=\"https://laohu8.com/S/PDD\">$拼多多(PDD)$ </a> 今年加密资产的allin让自己方寸大乱。这种高风险资产就应该像对待比特币一样谨慎不能超过一万","listText":"<a href=\"https://laohu8.com/S/PDD\">$拼多多(PDD)$ </a> 今年加密资产的allin让自己方寸大乱。这种高风险资产就应该像对待比特币一样谨慎不能超过一万","text":"$拼多多(PDD)$ 今年加密资产的allin让自己方寸大乱。这种高风险资产就应该像对待比特币一样谨慎不能超过一万","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":2,"commentSize":0,"repostSize":0,"link":"https://laohu8.com/post/557945778901920","isVote":1,"tweetType":1,"viewCount":344,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"CN","totalScore":0},{"id":410566564504072,"gmtCreate":1741264878332,"gmtModify":1741264879875,"author":{"id":"3470046133292612","authorId":"3470046133292612","name":"几点到家","avatar":"https://static.laohu8.com/default-avatar.jpg","crmLevel":1,"crmLevelSwitch":0,"followedFlag":false,"authorIdStr":"3470046133292612","idStr":"3470046133292612"},"themes":[],"title":"","htmlText":"<a href=\"https://laohu8.com/S/TSLL\">$Direxion Daily TSLA Bull 2X Shares(TSLL)$ </a> 星期二大跌又没钱,被西方石油套着,当时就该清仓西方石油买特斯拉星期二,我服了","listText":"<a href=\"https://laohu8.com/S/TSLL\">$Direxion Daily TSLA Bull 2X Shares(TSLL)$ </a> 星期二大跌又没钱,被西方石油套着,当时就该清仓西方石油买特斯拉星期二,我服了","text":"$Direxion Daily TSLA Bull 2X Shares(TSLL)$ 星期二大跌又没钱,被西方石油套着,当时就该清仓西方石油买特斯拉星期二,我服了","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":0,"commentSize":0,"repostSize":0,"link":"https://laohu8.com/post/410566564504072","isVote":1,"tweetType":1,"viewCount":1427,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"CN","totalScore":0},{"id":410565739901192,"gmtCreate":1741264044228,"gmtModify":1741264045888,"author":{"id":"3470046133292612","authorId":"3470046133292612","name":"几点到家","avatar":"https://static.laohu8.com/default-avatar.jpg","crmLevel":1,"crmLevelSwitch":0,"followedFlag":false,"authorIdStr":"3470046133292612","idStr":"3470046133292612"},"themes":[],"title":"","htmlText":"<a href=\"https://laohu8.com/S/TSLL\">$Direxion Daily TSLA Bull 2X Shares(TSLL)$ </a> 原来你亏起来涨幅没那么容易想那只会亏更多","listText":"<a href=\"https://laohu8.com/S/TSLL\">$Direxion Daily TSLA Bull 2X Shares(TSLL)$ </a> 原来你亏起来涨幅没那么容易想那只会亏更多","text":"$Direxion Daily TSLA Bull 2X Shares(TSLL)$ 原来你亏起来涨幅没那么容易想那只会亏更多","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":0,"commentSize":0,"repostSize":0,"link":"https://laohu8.com/post/410565739901192","isVote":1,"tweetType":1,"viewCount":318,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"CN","totalScore":0},{"id":410560672260376,"gmtCreate":1741263395581,"gmtModify":1741263397858,"author":{"id":"3470046133292612","authorId":"3470046133292612","name":"几点到家","avatar":"https://static.laohu8.com/default-avatar.jpg","crmLevel":1,"crmLevelSwitch":0,"followedFlag":false,"authorIdStr":"3470046133292612","idStr":"3470046133292612"},"themes":[],"title":"","htmlText":"买这种两倍做多的,更要设置止损价,因为一旦下跌是双倍下跌。这玩意只适合上涨双倍上涨,就像之前赚回 amd 的钱一样😮💨😮💨😮💨。方向一错那就白搭,真的还不如空仓","listText":"买这种两倍做多的,更要设置止损价,因为一旦下跌是双倍下跌。这玩意只适合上涨双倍上涨,就像之前赚回 amd 的钱一样😮💨😮💨😮💨。方向一错那就白搭,真的还不如空仓","text":"买这种两倍做多的,更要设置止损价,因为一旦下跌是双倍下跌。这玩意只适合上涨双倍上涨,就像之前赚回 amd 的钱一样😮💨😮💨😮💨。方向一错那就白搭,真的还不如空仓","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":0,"commentSize":0,"repostSize":0,"link":"https://laohu8.com/post/410560672260376","repostId":"2517501189","repostType":2,"repost":{"id":"2517501189","kind":"news","pubTimestamp":1741244289,"share":"https://www.laohu8.com/m/news/2517501189?lang=zh_CN&edition=full","pubTime":"2025-03-06 14:58","market":"hk","language":"zh","title":"特斯拉(TSLA.US)信徒们花式抄底:蜂拥至2倍做多特斯拉的高杠杆ETF","url":"https://stock-news.laohu8.com/highlight/detail?id=2517501189","media":"智通财经","summary":"据etf.com的统计数据,旨在提供特斯拉股票双倍日投资收益的Direxion Daily TSLA Bull 2X Shares在过去一个月特斯拉暴跌期间,吸引高达13亿美元资金净流入,年内累计吸金20亿美元,尽管该ETF月度暴跌47.1%、年内跌幅近54%。在特斯拉剧烈波动中寻找超额收益的短线高频交易员“由于TSLL上周资金大规模流入而TSDD大举流出,数据显示多数交易员试图抄底特斯拉,博取短期内的超额收益。”","content":"<html><body><p>智通财经APP获悉,<a href=\"https://laohu8.com/S/TSLA\">特斯拉</a>CEO伊隆・马斯克自从担任DOGE(美国政府效率部)领导人以来大刀阔斧改革与精简联邦政府架构,令美国公务员系统以及民主党和非MAGA阵营的共和党财团们集体反对他与DOGE,要求特朗普约束马斯克。此外,马斯克还利用自己的商业与政界影响力干预欧洲政治与选举,这些因素都使得全球爆发抵制特斯拉电动汽车的示威抗议与拒绝购买呼吁,最终导致“电动汽车领头羊”特斯拉(TSLA.US)的股价年内暴跌超30%。</p><p>然而,对于长期以来持续看涨特斯拉股价的投资者们来说,在暴跌期间一个非常意外的流行趋势,也可以说是极其有利的催化剂浮现:<strong>那就是马斯克的狂热粉丝们以及特斯拉忠实信徒们大举抄底买入2倍做多特斯拉的高杠杆ETF,这种大规模的“花式抄底”,往往意味着这些特斯拉多头势力押注特斯拉股价即将出现超级大反弹。</strong></p><p>尽管这一2倍做多特斯拉的杠杆型ETF——<a href=\"https://laohu8.com/S/TSLL\">Direxion Daily TSLA Bull 2X Shares</a>(TSLL.US)年内累计下跌54%,但是这只两倍做多特斯拉的杠杆型ETF基金近日持续吸引数十亿美元资金疯狂流入,<strong>显示那些极端看涨特斯拉股票的信徒们普遍可能认为该科技巨头当前困境是暂时性而非结构性的下行风险。</strong></p><p>在过去一个月内,该ETF的价值近乎腰斩,同期特斯拉股价则下跌28.7%,凸显出杠杆型ETF在正股大幅下跌的过程中遭遇的跌幅可谓惨烈得多。然而,投资者资金仍源源不断涌入这只杠杆型ETF。</p><p><img src=\"https://img.zhitongcaijing.com/image/20250306/1741244507759147.png\" title=\"1741244507759147.png\"/></p><p><strong>据etf.com的统计数据,旨在提供特斯拉股票双倍日投资收益的Direxion Daily TSLA Bull 2X Shares在过去一个月特斯拉暴跌期间,吸引高达13亿美元资金净流入,年内累计吸金20亿美元,尽管该ETF月度暴跌47.1%、年内跌幅近54%。</strong></p><p>“当特斯拉股价如当前般回调时,我们通常看到2倍做多TSLA的杠杆型产品(比如TSLL)的资金大量流入。”来自Direxion的董事总经理Ed Egilinsky表示。“我们的杠杆型以及反向型ETF专为短期/主动型高频量化交易设计,很明显部分交易员相信特斯拉股价即将触底大涨。”</p><p><strong>资金持续流入之际,特斯拉基本面正面临着多重逆风,而这些逆风的源头基本上都和该巨头CEO马斯克息息相关。</strong>近日统计数据显示,特斯拉全球销量大幅放缓甚至明显下滑,其中,1月欧洲市场整体交付量同比暴跌50%。在德国,由于马斯克公开干预德国选举,特斯拉当月的销量则骤降60%,而德国整体电动车销量激增超50%。</p><p><strong>眼下,整个欧洲可谓正在与美国共同上演一场“反特斯拉风暴”,部分原因是欧洲人不满马斯克频繁干预欧洲政治以及马斯克愈发膨胀的政商两界影响力。在中国销量也不容乐观,根据中国乘用车协会统计数据,特斯拉在其最大市场中国的销量上月同比下降高达49%</strong>。</p><p>在特斯拉剧烈波动中寻找超额收益的短线高频交易员</p><p>“由于TSLL上周资金大规模流入而TSDD大举流出,数据显示多数交易员试图抄底特斯拉,博取短期内的超额收益。”CFRA高级副总裁兼ETF研究与分析主管Aniket Ullal指出。“他们可能认为特斯拉已超卖。”</p><p><strong>当TSLL吸金数十亿时,反向ETF——即2倍做空特斯拉的<a href=\"https://laohu8.com/S/TSDD\">GraniteShares 2x Short TSLA Daily ETF</a>(TSDD.US)过去一个月遭遇1310万美元资金流出,尽管该ETF同期大涨69.2%、年内涨幅达74.2%。</strong></p><p><img src=\"https://img.zhitongcaijing.com/image/20250306/1741244852227745.png\" title=\"1741244852227745.png\"/></p><p><strong>“在特斯拉股价急跌30%后,聚焦于快速短线的高频操作交易员们倾向于押注TSLL反弹</strong>。”来自Marina Wealth Advisors的负责人Noah Damsky表示。“鉴于过去十余年市场表现非常强劲,投资者们已形成押注股价在大跌之后大举反弹的习惯,尤其是特斯拉与<a href=\"https://laohu8.com/S/NVDA\">英伟达</a>这类科技巨头。”</p><p>电动汽车领导者特斯拉面临中国与欧洲电动车厂商们愈发激烈的竞争,而CEO马斯克的一系列疯狂政治举动正在疏远一些曾经偏好特斯拉的实体电动汽车客户以及股票投资者。</p><p>“特斯拉股票当前承受巨大波动性与下行压力,包括美国消费支出疲软、关税不确定性、电动车竞争加剧及交付量增长放缓。”Egilinsky解释称。“关于马斯克本人愈发争议的形象及其与现政府官员们关系的分歧所主导的投资者情绪,也可能影响股价。”</p><p>尽管挑战重重,部分市场观察者仍看到特斯拉基本面与估值复苏的巨大潜力。<strong>来自CFRA的分析师团队认为特斯拉股价下跌主要反映已知的销售困境,而这些基本上被市场消化,且公司关税敞口小于美国传统汽车巨头福特、<a href=\"https://laohu8.com/S/GM\">通用汽车</a>等竞争对手。他们还预计美国政府即将出台的自动驾驶法规可能成为股价重要催化剂。</strong></p><p>特斯拉长期增长前景不止于现有车型。来自Marina Wealth Advisors的Damsky指出多个未来增长引擎,包括<strong>“电池储能、<a href=\"https://laohu8.com/S/000591\">太阳能</a>系统与完全无人驾驶出租车(Robotaxi)/完全自动驾驶(FSD)软件系统”,强调这些雄心勃勃的“未来主义项目”使得投资者们更关注特斯拉未来增长潜力而非当前困境和销售困境。</strong></p><p>有着“特斯拉超级多头”称号的大摩与Wedbush坚持看涨,后者甚至看好特斯拉破600美元</p><p>由于电动汽车销量大幅下滑,特斯拉的股价在2月份暴跌近30%,这也进一步加剧了投资者们对CEO马斯克涉足政界的担忧情绪。但是长期看涨特斯拉股价的<a href=\"https://laohu8.com/S/MS\">摩根士丹利</a>分析师亚当•乔纳斯周一重申,<strong>随着特斯拉向人工智能(AI)和机器人领域多元化发展,该公司股价将大幅涨升至430美元,强调完全无人驾驶的FSD所带来的订阅营收与特斯拉车型需求增长,以及特斯拉品牌的Robotaxi自动驾驶出租车网络遍布全球,特斯拉估值有望持续扩张。相比之下,特斯拉股价当前徘徊于279美元附近。</strong></p><p>在英伟达CEO黄仁勋等众多科技界大拿,以及“木头姐”等华尔街基金经理们看来,基于完全无人操作的特斯拉FSD,或将是全球最先进的高阶智能驾驶系统。但是目前最大隐患在于美国以及中国市场FSD,以及基于FSD系统的Robotaxi监管审核进程,如果迟迟未能获得积极进展,或将推动特斯拉股价跌入熊市轨迹。</p><p>在上个月,另一长期力挺特斯拉的华尔街投资机构Wedbush Securities的资深分析师丹·艾夫斯重申了他对特斯拉“强于大盘”的评级和500美元以上的目标价。</p><p>Wedbush表示,<strong>随着特朗普政府对于未来L3、L4级别自动驾驶,以及基于完全无人操控的FSD审核与正式批准进度,可能相比于拜登政府时期大幅提前,该机构对于特斯拉2025年及以后的需求交付“叙事逻辑”越来越有信心。</strong>550美元乃Wedbush对于特斯拉的基本看涨目标,意味着在该机构看来特斯拉未来12个月大幅上涨至突破550美元基准预期乃大概率事件,Wedbush对于特斯拉的“牛市目标股价”,即对于特斯拉的最乐观预期股价则被上调至650美元。</p><p>“<strong>我们估计,仅人工智能和自动驾驶这一块,就能为特斯拉带来至少1万亿美元的历史性的商机,更不用说未来规模更大的特斯拉Robotaxi网络以及擎天柱人形机器人。</strong>我们完全预期,在特朗普领导的白宫推动下,特斯拉的关键监管进度条将得到快速推进。在新的特朗普时代,马斯克过去几年在自动驾驶技术/完全自动驾驶(FSD)方面所遇到的联邦政府监管蜘蛛网将大幅简化。”艾夫斯及其团队表示。</p><p><span>来自Wedbush的</span>艾夫斯及其团队认为,随着特斯拉的完全自动驾驶(FSD)版图逐渐成形,加之特斯拉的交付量以及在全球范围的电动汽车需求非常稳健,到2025年底,特斯拉的市值有望达到2万亿美元。此外,<strong>他们还强调,650美元的“牛市价格目标”保守地假设特斯拉人形机器人擎天柱没有贡献出价值,而擎天柱机器人被特斯拉掌舵人马斯克视为特斯拉市值扩张故事的“核心催化剂”</strong>。</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\" 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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(TSLA.US)信徒们花式抄底:蜂拥至2倍做多特斯拉的高杠杆ETF\n</h2>\n\n<h4 class=\"meta\">\n\n\n2025-03-06 14:58 北京时间 <a href=http://www.zhitongcaijing.com/content/detail/1258477.html><strong>智通财经</strong></a>\n\n\n</h4>\n\n</header>\n<article>\n<div>\n<p>智通财经APP获悉,特斯拉CEO伊隆・马斯克自从担任DOGE(美国政府效率部)领导人以来大刀阔斧改革与精简联邦政府架构,令美国公务员系统以及民主党和非MAGA阵营的共和党财团们集体反对他与DOGE,要求特朗普约束马斯克。此外,马斯克还利用自己的商业与政界影响力干预欧洲政治与选举,这些因素都使得全球爆发抵制特斯拉电动汽车的示威抗议与拒绝购买呼吁,最终导致“电动汽车领头羊”特斯拉(TSLA.US)的...</p>\n\n<a href=\"http://www.zhitongcaijing.com/content/detail/1258477.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":{"LU2471134796.USD":"INVESCO GLOBAL EQUITY INCOME ADVANTAGE \"A\" (USD) INC","IE00BSNM7G36.USD":"NEUBERGER BERMAN SYSTEMATIC GLOBAL SUSTAINABLE VALUE \"A\" (USD) ACC","BK4585":"ETF&股票定投概念","LU0820562030.AUD":"ALLIANZ INCOME AND GROWTH \"AMH2\" (AUDHDG) H2 INC","LU2750360641.GBP":"INVESCO GLOBAL EQUITY INCOME ADVANTAGE \"A\" (GBPHDG) INC","LU1778281490.HKD":"HSBC GIF GLOBAL LOWER CARBON EQUITY \"AD\" (HKD) INC","LU0345769128.USD":"NINETY ONE GSF GLOBAL EQUITY \"A\" (USD) ACC","LU2108987350.USD":"UBS (LUX) EQUITY SICAV GLOBAL OPPORTUNITY SUSTAINABLE (USD) \"P\" (USD) ACC","TSLA":"特斯拉","LU2063271972.USD":"富兰克林创新领域基金","LU2750360997.AUD":"INVESCO GLOBAL EQUITY INCOME ADVANTAGE \"A\" (AUDHDG) INC","SG9999015945.SGD":"LionGlobal Disruptive Innovation Fund A SGD","LU2250418816.HKD":"BGF WORLD TECHNOLOGY \"A\" (HKD) ACC","LU2213496289.HKD":"ALLIANZ INCOME AND GROWTH \"AT\" (HKD) ACC","LU1551013425.SGD":"Allianz Income and Growth Cl AMg2 DIS H2-SGD","LU2360106780.USD":"BGF WORLD TECHNOLOGY \"A4\" (USD) INC","LU2360107168.USD":"BGF NEXT GENERATION TECHNOLOGY \"A4\" (USD) INC","LU0077335932.USD":"FIDELITY AMERICAN GROWTH \"A\" INC","LU0719512351.SGD":"JPMorgan Funds - US Technology A (acc) SGD","LU1066051498.USD":"HSBC GIF GLOBAL EQUITY VOLATILITY FOCUSED \"AM2\" (USD) INC","BK4592":"伊斯兰概念","LU1066053197.SGD":"HSBC GIF GLOBAL EQUITY VOLATILITY FOCUSED \"AM3\" (SGDHDG) INC","BK4533":"AQR资本管理(全球第二大对冲基金)","LU2023250330.USD":"ALLIANZ INCOME AND GROWTH \"AMG\" (USD) INC","LU0348723411.USD":"ALLIANZ GLOBAL HI-TECH GROWTH \"A\" (USD) INC","LU1674673691.USD":"HSBC GIF GLOBAL LOWER CARBON EQUITY \"AD\" (USD) INC","LU1720051108.HKD":"ALLIANZ GLOBAL ARTIFICIAL INTELLIGENCE \"AT\" (HKD) ACC","YANG":"三倍做空富时中国ETF-Direxion","TSLL":"2倍做多TSLA ETF-Direxion","LU1720051017.SGD":"Allianz Global Artificial Intelligence AT Acc H2-SGD","BK4588":"碎股","LU0820561818.USD":"安联收益及增长平衡基金Cl AM DIS","BK4516":"特朗普概念","LU1914381329.SGD":"Allianz Best Styles Global Equity Cl ET Acc H2-SGD","LU0323591593.USD":"SCHRODER ISF QEP GLOBAL QUALITY \"A\" (USD) ACC","LU1674673428.USD":"HSBC GIF GLOBAL LOWER CARBON EQUITY \"AC\" (USD) ACC","LU0198837287.USD":"UBS (LUX) EQUITY SICAV - USA GROWTH \"P\" (USD) ACC","LU1548497426.USD":"安联环球人工智能AT Acc","LU1839511570.USD":"WELLS FARGO GLOBAL FACTOR ENHANCED EQUITY \"I\" (USD) ACC","LU2756315664.SGD":"ALLIANZ INCOME AND GROWTH \"AMI\" (SGDHDG) INC","TSYW.SI":"TESLA 3xLongSG261006","LU1066051811.HKD":"HSBC GIF GLOBAL EQUITY VOLATILITY FOCUSED \"AM2\" (HKD) INC","LU1551013342.USD":"Allianz Income and Growth Cl AMg2 DIS USD","BK4550":"红杉资本持仓","LU1066051225.USD":"HSBC GIF GLOBAL EQUITY VOLATILITY FOCUSED \"AC\" (USD) ACC","LU0823414478.USD":"法巴经典能源转换基金","LU2471134523.USD":"INVESCO GLOBAL EQUITY INCOME ADVANTAGE \"A\" (USD) ACC","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","LU1852331112.SGD":"Blackrock World Technology Fund A2 SGD-H"},"source_url":"http://www.zhitongcaijing.com/content/detail/1258477.html","is_english":false,"share_image_url":"https://static.laohu8.com/e9f99090a1c2ed51c021029395664489","article_id":"2517501189","content_text":"智通财经APP获悉,特斯拉CEO伊隆・马斯克自从担任DOGE(美国政府效率部)领导人以来大刀阔斧改革与精简联邦政府架构,令美国公务员系统以及民主党和非MAGA阵营的共和党财团们集体反对他与DOGE,要求特朗普约束马斯克。此外,马斯克还利用自己的商业与政界影响力干预欧洲政治与选举,这些因素都使得全球爆发抵制特斯拉电动汽车的示威抗议与拒绝购买呼吁,最终导致“电动汽车领头羊”特斯拉(TSLA.US)的股价年内暴跌超30%。然而,对于长期以来持续看涨特斯拉股价的投资者们来说,在暴跌期间一个非常意外的流行趋势,也可以说是极其有利的催化剂浮现:那就是马斯克的狂热粉丝们以及特斯拉忠实信徒们大举抄底买入2倍做多特斯拉的高杠杆ETF,这种大规模的“花式抄底”,往往意味着这些特斯拉多头势力押注特斯拉股价即将出现超级大反弹。尽管这一2倍做多特斯拉的杠杆型ETF——Direxion Daily TSLA Bull 2X Shares(TSLL.US)年内累计下跌54%,但是这只两倍做多特斯拉的杠杆型ETF基金近日持续吸引数十亿美元资金疯狂流入,显示那些极端看涨特斯拉股票的信徒们普遍可能认为该科技巨头当前困境是暂时性而非结构性的下行风险。在过去一个月内,该ETF的价值近乎腰斩,同期特斯拉股价则下跌28.7%,凸显出杠杆型ETF在正股大幅下跌的过程中遭遇的跌幅可谓惨烈得多。然而,投资者资金仍源源不断涌入这只杠杆型ETF。据etf.com的统计数据,旨在提供特斯拉股票双倍日投资收益的Direxion Daily TSLA Bull 2X Shares在过去一个月特斯拉暴跌期间,吸引高达13亿美元资金净流入,年内累计吸金20亿美元,尽管该ETF月度暴跌47.1%、年内跌幅近54%。“当特斯拉股价如当前般回调时,我们通常看到2倍做多TSLA的杠杆型产品(比如TSLL)的资金大量流入。”来自Direxion的董事总经理Ed Egilinsky表示。“我们的杠杆型以及反向型ETF专为短期/主动型高频量化交易设计,很明显部分交易员相信特斯拉股价即将触底大涨。”资金持续流入之际,特斯拉基本面正面临着多重逆风,而这些逆风的源头基本上都和该巨头CEO马斯克息息相关。近日统计数据显示,特斯拉全球销量大幅放缓甚至明显下滑,其中,1月欧洲市场整体交付量同比暴跌50%。在德国,由于马斯克公开干预德国选举,特斯拉当月的销量则骤降60%,而德国整体电动车销量激增超50%。眼下,整个欧洲可谓正在与美国共同上演一场“反特斯拉风暴”,部分原因是欧洲人不满马斯克频繁干预欧洲政治以及马斯克愈发膨胀的政商两界影响力。在中国销量也不容乐观,根据中国乘用车协会统计数据,特斯拉在其最大市场中国的销量上月同比下降高达49%。在特斯拉剧烈波动中寻找超额收益的短线高频交易员“由于TSLL上周资金大规模流入而TSDD大举流出,数据显示多数交易员试图抄底特斯拉,博取短期内的超额收益。”CFRA高级副总裁兼ETF研究与分析主管Aniket Ullal指出。“他们可能认为特斯拉已超卖。”当TSLL吸金数十亿时,反向ETF——即2倍做空特斯拉的GraniteShares 2x Short TSLA Daily ETF(TSDD.US)过去一个月遭遇1310万美元资金流出,尽管该ETF同期大涨69.2%、年内涨幅达74.2%。“在特斯拉股价急跌30%后,聚焦于快速短线的高频操作交易员们倾向于押注TSLL反弹。”来自Marina Wealth Advisors的负责人Noah Damsky表示。“鉴于过去十余年市场表现非常强劲,投资者们已形成押注股价在大跌之后大举反弹的习惯,尤其是特斯拉与英伟达这类科技巨头。”电动汽车领导者特斯拉面临中国与欧洲电动车厂商们愈发激烈的竞争,而CEO马斯克的一系列疯狂政治举动正在疏远一些曾经偏好特斯拉的实体电动汽车客户以及股票投资者。“特斯拉股票当前承受巨大波动性与下行压力,包括美国消费支出疲软、关税不确定性、电动车竞争加剧及交付量增长放缓。”Egilinsky解释称。“关于马斯克本人愈发争议的形象及其与现政府官员们关系的分歧所主导的投资者情绪,也可能影响股价。”尽管挑战重重,部分市场观察者仍看到特斯拉基本面与估值复苏的巨大潜力。来自CFRA的分析师团队认为特斯拉股价下跌主要反映已知的销售困境,而这些基本上被市场消化,且公司关税敞口小于美国传统汽车巨头福特、通用汽车等竞争对手。他们还预计美国政府即将出台的自动驾驶法规可能成为股价重要催化剂。特斯拉长期增长前景不止于现有车型。来自Marina Wealth Advisors的Damsky指出多个未来增长引擎,包括“电池储能、太阳能系统与完全无人驾驶出租车(Robotaxi)/完全自动驾驶(FSD)软件系统”,强调这些雄心勃勃的“未来主义项目”使得投资者们更关注特斯拉未来增长潜力而非当前困境和销售困境。有着“特斯拉超级多头”称号的大摩与Wedbush坚持看涨,后者甚至看好特斯拉破600美元由于电动汽车销量大幅下滑,特斯拉的股价在2月份暴跌近30%,这也进一步加剧了投资者们对CEO马斯克涉足政界的担忧情绪。但是长期看涨特斯拉股价的摩根士丹利分析师亚当•乔纳斯周一重申,随着特斯拉向人工智能(AI)和机器人领域多元化发展,该公司股价将大幅涨升至430美元,强调完全无人驾驶的FSD所带来的订阅营收与特斯拉车型需求增长,以及特斯拉品牌的Robotaxi自动驾驶出租车网络遍布全球,特斯拉估值有望持续扩张。相比之下,特斯拉股价当前徘徊于279美元附近。在英伟达CEO黄仁勋等众多科技界大拿,以及“木头姐”等华尔街基金经理们看来,基于完全无人操作的特斯拉FSD,或将是全球最先进的高阶智能驾驶系统。但是目前最大隐患在于美国以及中国市场FSD,以及基于FSD系统的Robotaxi监管审核进程,如果迟迟未能获得积极进展,或将推动特斯拉股价跌入熊市轨迹。在上个月,另一长期力挺特斯拉的华尔街投资机构Wedbush Securities的资深分析师丹·艾夫斯重申了他对特斯拉“强于大盘”的评级和500美元以上的目标价。Wedbush表示,随着特朗普政府对于未来L3、L4级别自动驾驶,以及基于完全无人操控的FSD审核与正式批准进度,可能相比于拜登政府时期大幅提前,该机构对于特斯拉2025年及以后的需求交付“叙事逻辑”越来越有信心。550美元乃Wedbush对于特斯拉的基本看涨目标,意味着在该机构看来特斯拉未来12个月大幅上涨至突破550美元基准预期乃大概率事件,Wedbush对于特斯拉的“牛市目标股价”,即对于特斯拉的最乐观预期股价则被上调至650美元。“我们估计,仅人工智能和自动驾驶这一块,就能为特斯拉带来至少1万亿美元的历史性的商机,更不用说未来规模更大的特斯拉Robotaxi网络以及擎天柱人形机器人。我们完全预期,在特朗普领导的白宫推动下,特斯拉的关键监管进度条将得到快速推进。在新的特朗普时代,马斯克过去几年在自动驾驶技术/完全自动驾驶(FSD)方面所遇到的联邦政府监管蜘蛛网将大幅简化。”艾夫斯及其团队表示。来自Wedbush的艾夫斯及其团队认为,随着特斯拉的完全自动驾驶(FSD)版图逐渐成形,加之特斯拉的交付量以及在全球范围的电动汽车需求非常稳健,到2025年底,特斯拉的市值有望达到2万亿美元。此外,他们还强调,650美元的“牛市价格目标”保守地假设特斯拉人形机器人擎天柱没有贡献出价值,而擎天柱机器人被特斯拉掌舵人马斯克视为特斯拉市值扩张故事的“核心催化剂”。","news_type":1,"symbols_score_info":{"TSLL":1,"TSYW.SI":0.6,"TSLA":1,"YANG":1}},"isVote":1,"tweetType":1,"viewCount":1359,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"CN","totalScore":0},{"id":410558383325680,"gmtCreate":1741262829681,"gmtModify":1741262830910,"author":{"id":"3470046133292612","authorId":"3470046133292612","name":"几点到家","avatar":"https://static.laohu8.com/default-avatar.jpg","crmLevel":1,"crmLevelSwitch":0,"followedFlag":false,"authorIdStr":"3470046133292612","idStr":"3470046133292612"},"themes":[],"title":"","htmlText":"<a href=\"https://laohu8.com/S/TSLL\">$Direxion Daily TSLA Bull 2X Shares(TSLL)$ </a> 中概股天天再涨,看看人家阿里","listText":"<a href=\"https://laohu8.com/S/TSLL\">$Direxion Daily TSLA Bull 2X Shares(TSLL)$ </a> 中概股天天再涨,看看人家阿里","text":"$Direxion Daily TSLA Bull 2X Shares(TSLL)$ 中概股天天再涨,看看人家阿里","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":0,"commentSize":0,"repostSize":0,"link":"https://laohu8.com/post/410558383325680","isVote":1,"tweetType":1,"viewCount":1171,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"CN","totalScore":0},{"id":410560687943952,"gmtCreate":1741262811765,"gmtModify":1741262813068,"author":{"id":"3470046133292612","authorId":"3470046133292612","name":"几点到家","avatar":"https://static.laohu8.com/default-avatar.jpg","crmLevel":1,"crmLevelSwitch":0,"followedFlag":false,"authorIdStr":"3470046133292612","idStr":"3470046133292612"},"themes":[],"title":"","htmlText":"<a href=\"https://laohu8.com/S/TSLL\">$Direxion Daily TSLA Bull 2X Shares(TSLL)$ </a> 天天跌跌了,真没必要吧😓😓😓真的要会空仓😂","listText":"<a href=\"https://laohu8.com/S/TSLL\">$Direxion Daily TSLA Bull 2X Shares(TSLL)$ </a> 天天跌跌了,真没必要吧😓😓😓真的要会空仓😂","text":"$Direxion Daily TSLA Bull 2X Shares(TSLL)$ 天天跌跌了,真没必要吧😓😓😓真的要会空仓😂","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":0,"commentSize":0,"repostSize":0,"link":"https://laohu8.com/post/410560687943952","isVote":1,"tweetType":1,"viewCount":449,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"CN","totalScore":0},{"id":410559421542776,"gmtCreate":1741262783637,"gmtModify":1741266524135,"author":{"id":"3470046133292612","authorId":"3470046133292612","name":"几点到家","avatar":"https://static.laohu8.com/default-avatar.jpg","crmLevel":1,"crmLevelSwitch":0,"followedFlag":false,"authorIdStr":"3470046133292612","idStr":"3470046133292612"},"themes":[],"title":"","htmlText":"<a href=\"https://laohu8.com/S/TSLL\">$Direxion Daily TSLA Bull 2X Shares(TSLL)$ </a> 节奏没把握好,又要全仓被套😮💨不活了[笑哭] [笑哭] ","listText":"<a href=\"https://laohu8.com/S/TSLL\">$Direxion Daily TSLA Bull 2X Shares(TSLL)$ </a> 节奏没把握好,又要全仓被套😮💨不活了[笑哭] [笑哭] ","text":"$Direxion Daily TSLA Bull 2X Shares(TSLL)$ 节奏没把握好,又要全仓被套😮💨不活了[笑哭] [笑哭]","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":0,"commentSize":0,"repostSize":0,"link":"https://laohu8.com/post/410559421542776","isVote":1,"tweetType":1,"viewCount":1118,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"CN","totalScore":0},{"id":410558573322272,"gmtCreate":1741262750054,"gmtModify":1741266524078,"author":{"id":"3470046133292612","authorId":"3470046133292612","name":"几点到家","avatar":"https://static.laohu8.com/default-avatar.jpg","crmLevel":1,"crmLevelSwitch":0,"followedFlag":false,"authorIdStr":"3470046133292612","idStr":"3470046133292612"},"themes":[],"title":"","htmlText":"<a href=\"https://laohu8.com/S/TSLL\">$Direxion Daily TSLA Bull 2X Shares(TSLL)$ </a> 还是应该等大跌再去买,搞不懂急于买他的原因,明明昨天买入的价格更低","listText":"<a href=\"https://laohu8.com/S/TSLL\">$Direxion Daily TSLA Bull 2X Shares(TSLL)$ </a> 还是应该等大跌再去买,搞不懂急于买他的原因,明明昨天买入的价格更低","text":"$Direxion Daily TSLA Bull 2X Shares(TSLL)$ 还是应该等大跌再去买,搞不懂急于买他的原因,明明昨天买入的价格更低","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":1,"commentSize":1,"repostSize":0,"link":"https://laohu8.com/post/410558573322272","isVote":1,"tweetType":1,"viewCount":1619,"authorTweetTopStatus":1,"verified":2,"comments":[{"author":{"id":"4200055339781672","authorId":"4200055339781672","name":"xxfc","avatar":"https://community-static.tradeup.com/news/default-avatar.jpg","crmLevel":7,"crmLevelSwitch":0,"authorIdStr":"4200055339781672","idStr":"4200055339781672"},"content":"太急入场,新手常见错误,我也是[捂脸]","text":"太急入场,新手常见错误,我也是[捂脸]","html":"太急入场,新手常见错误,我也是[捂脸]"}],"imageCount":0,"langContent":"CN","totalScore":0},{"id":410542771810560,"gmtCreate":1741258579964,"gmtModify":1741266524849,"author":{"id":"3470046133292612","authorId":"3470046133292612","name":"几点到家","avatar":"https://static.laohu8.com/default-avatar.jpg","crmLevel":1,"crmLevelSwitch":0,"followedFlag":false,"authorIdStr":"3470046133292612","idStr":"3470046133292612"},"themes":[],"title":"","htmlText":"<a href=\"https://laohu8.com/S/TSLA\">$特斯拉(TSLA)$ </a> 气死我了,周一就是脑子有坑,买了西方石油,结果大跌五个点被套,不然根本不会导致现在那么难的局面,而且还有一点就是重仓西方石油高位,回本很难🥲。昨天夜盘有机会走不走","listText":"<a href=\"https://laohu8.com/S/TSLA\">$特斯拉(TSLA)$ </a> 气死我了,周一就是脑子有坑,买了西方石油,结果大跌五个点被套,不然根本不会导致现在那么难的局面,而且还有一点就是重仓西方石油高位,回本很难🥲。昨天夜盘有机会走不走","text":"$特斯拉(TSLA)$ 气死我了,周一就是脑子有坑,买了西方石油,结果大跌五个点被套,不然根本不会导致现在那么难的局面,而且还有一点就是重仓西方石油高位,回本很难🥲。昨天夜盘有机会走不走","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":1,"commentSize":0,"repostSize":0,"link":"https://laohu8.com/post/410542771810560","isVote":1,"tweetType":1,"viewCount":1428,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"CN","totalScore":0},{"id":410541564400040,"gmtCreate":1741258494403,"gmtModify":1741266524579,"author":{"id":"3470046133292612","authorId":"3470046133292612","name":"几点到家","avatar":"https://static.laohu8.com/default-avatar.jpg","crmLevel":1,"crmLevelSwitch":0,"followedFlag":false,"authorIdStr":"3470046133292612","idStr":"3470046133292612"},"themes":[],"title":"","htmlText":"<a href=\"https://laohu8.com/S/TSLA\">$特斯拉(TSLA)$ </a> 还是买太早了,本来 11.5 买你两倍最多,就相当于昨天买的位置,偏偏我昨天没拿住你,不然早上绝对把你抛了。在等他下跌。现在是直接被套,那我能做到事情就很简单,就是死拿","listText":"<a href=\"https://laohu8.com/S/TSLA\">$特斯拉(TSLA)$ </a> 还是买太早了,本来 11.5 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还是应该等大跌再去买,搞不懂急于买他的原因,明明昨天买入的价格更低","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":1,"commentSize":1,"repostSize":0,"link":"https://laohu8.com/post/410558573322272","isVote":1,"tweetType":1,"viewCount":1619,"authorTweetTopStatus":1,"verified":2,"comments":[{"author":{"id":"4200055339781672","authorId":"4200055339781672","name":"xxfc","avatar":"https://community-static.tradeup.com/news/default-avatar.jpg","crmLevel":7,"crmLevelSwitch":0,"authorIdStr":"4200055339781672","idStr":"4200055339781672"},"content":"太急入场,新手常见错误,我也是[捂脸]","text":"太急入场,新手常见错误,我也是[捂脸]","html":"太急入场,新手常见错误,我也是[捂脸]"}],"imageCount":0,"langContent":"CN","totalScore":0},{"id":557945778901920,"gmtCreate":1777248930599,"gmtModify":1777253924814,"author":{"id":"3470046133292612","authorId":"3470046133292612","name":"几点到家","avatar":"https://static.laohu8.com/default-avatar.jpg","crmLevel":1,"crmLevelSwitch":0,"followedFlag":false,"authorIdStr":"3470046133292612","idStr":"3470046133292612"},"themes":[],"title":"","htmlText":"<a href=\"https://laohu8.com/S/PDD\">$拼多多(PDD)$ </a> 今年加密资产的allin让自己方寸大乱。这种高风险资产就应该像对待比特币一样谨慎不能超过一万","listText":"<a href=\"https://laohu8.com/S/PDD\">$拼多多(PDD)$ </a> 今年加密资产的allin让自己方寸大乱。这种高风险资产就应该像对待比特币一样谨慎不能超过一万","text":"$拼多多(PDD)$ 今年加密资产的allin让自己方寸大乱。这种高风险资产就应该像对待比特币一样谨慎不能超过一万","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":2,"commentSize":0,"repostSize":0,"link":"https://laohu8.com/post/557945778901920","isVote":1,"tweetType":1,"viewCount":344,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"CN","totalScore":0},{"id":410542771810560,"gmtCreate":1741258579964,"gmtModify":1741266524849,"author":{"id":"3470046133292612","authorId":"3470046133292612","name":"几点到家","avatar":"https://static.laohu8.com/default-avatar.jpg","crmLevel":1,"crmLevelSwitch":0,"followedFlag":false,"authorIdStr":"3470046133292612","idStr":"3470046133292612"},"themes":[],"title":"","htmlText":"<a href=\"https://laohu8.com/S/TSLA\">$特斯拉(TSLA)$ </a> 气死我了,周一就是脑子有坑,买了西方石油,结果大跌五个点被套,不然根本不会导致现在那么难的局面,而且还有一点就是重仓西方石油高位,回本很难🥲。昨天夜盘有机会走不走","listText":"<a href=\"https://laohu8.com/S/TSLA\">$特斯拉(TSLA)$ </a> 气死我了,周一就是脑子有坑,买了西方石油,结果大跌五个点被套,不然根本不会导致现在那么难的局面,而且还有一点就是重仓西方石油高位,回本很难🥲。昨天夜盘有机会走不走","text":"$特斯拉(TSLA)$ 气死我了,周一就是脑子有坑,买了西方石油,结果大跌五个点被套,不然根本不会导致现在那么难的局面,而且还有一点就是重仓西方石油高位,回本很难🥲。昨天夜盘有机会走不走","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":1,"commentSize":0,"repostSize":0,"link":"https://laohu8.com/post/410542771810560","isVote":1,"tweetType":1,"viewCount":1428,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"CN","totalScore":0},{"id":410566564504072,"gmtCreate":1741264878332,"gmtModify":1741264879875,"author":{"id":"3470046133292612","authorId":"3470046133292612","name":"几点到家","avatar":"https://static.laohu8.com/default-avatar.jpg","crmLevel":1,"crmLevelSwitch":0,"followedFlag":false,"authorIdStr":"3470046133292612","idStr":"3470046133292612"},"themes":[],"title":"","htmlText":"<a href=\"https://laohu8.com/S/TSLL\">$Direxion Daily TSLA Bull 2X Shares(TSLL)$ </a> 星期二大跌又没钱,被西方石油套着,当时就该清仓西方石油买特斯拉星期二,我服了","listText":"<a href=\"https://laohu8.com/S/TSLL\">$Direxion Daily TSLA Bull 2X Shares(TSLL)$ </a> 星期二大跌又没钱,被西方石油套着,当时就该清仓西方石油买特斯拉星期二,我服了","text":"$Direxion Daily TSLA Bull 2X Shares(TSLL)$ 星期二大跌又没钱,被西方石油套着,当时就该清仓西方石油买特斯拉星期二,我服了","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":0,"commentSize":0,"repostSize":0,"link":"https://laohu8.com/post/410566564504072","isVote":1,"tweetType":1,"viewCount":1427,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"CN","totalScore":0},{"id":410565739901192,"gmtCreate":1741264044228,"gmtModify":1741264045888,"author":{"id":"3470046133292612","authorId":"3470046133292612","name":"几点到家","avatar":"https://static.laohu8.com/default-avatar.jpg","crmLevel":1,"crmLevelSwitch":0,"followedFlag":false,"authorIdStr":"3470046133292612","idStr":"3470046133292612"},"themes":[],"title":"","htmlText":"<a href=\"https://laohu8.com/S/TSLL\">$Direxion Daily TSLA Bull 2X Shares(TSLL)$ </a> 原来你亏起来涨幅没那么容易想那只会亏更多","listText":"<a href=\"https://laohu8.com/S/TSLL\">$Direxion Daily TSLA Bull 2X Shares(TSLL)$ </a> 原来你亏起来涨幅没那么容易想那只会亏更多","text":"$Direxion Daily TSLA Bull 2X Shares(TSLL)$ 原来你亏起来涨幅没那么容易想那只会亏更多","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":0,"commentSize":0,"repostSize":0,"link":"https://laohu8.com/post/410565739901192","isVote":1,"tweetType":1,"viewCount":318,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"CN","totalScore":0},{"id":410560672260376,"gmtCreate":1741263395581,"gmtModify":1741263397858,"author":{"id":"3470046133292612","authorId":"3470046133292612","name":"几点到家","avatar":"https://static.laohu8.com/default-avatar.jpg","crmLevel":1,"crmLevelSwitch":0,"followedFlag":false,"authorIdStr":"3470046133292612","idStr":"3470046133292612"},"themes":[],"title":"","htmlText":"买这种两倍做多的,更要设置止损价,因为一旦下跌是双倍下跌。这玩意只适合上涨双倍上涨,就像之前赚回 amd 的钱一样😮💨😮💨😮💨。方向一错那就白搭,真的还不如空仓","listText":"买这种两倍做多的,更要设置止损价,因为一旦下跌是双倍下跌。这玩意只适合上涨双倍上涨,就像之前赚回 amd 的钱一样😮💨😮💨😮💨。方向一错那就白搭,真的还不如空仓","text":"买这种两倍做多的,更要设置止损价,因为一旦下跌是双倍下跌。这玩意只适合上涨双倍上涨,就像之前赚回 amd 的钱一样😮💨😮💨😮💨。方向一错那就白搭,真的还不如空仓","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":0,"commentSize":0,"repostSize":0,"link":"https://laohu8.com/post/410560672260376","repostId":"2517501189","repostType":2,"repost":{"id":"2517501189","kind":"news","pubTimestamp":1741244289,"share":"https://www.laohu8.com/m/news/2517501189?lang=zh_CN&edition=full","pubTime":"2025-03-06 14:58","market":"hk","language":"zh","title":"特斯拉(TSLA.US)信徒们花式抄底:蜂拥至2倍做多特斯拉的高杠杆ETF","url":"https://stock-news.laohu8.com/highlight/detail?id=2517501189","media":"智通财经","summary":"据etf.com的统计数据,旨在提供特斯拉股票双倍日投资收益的Direxion Daily TSLA Bull 2X Shares在过去一个月特斯拉暴跌期间,吸引高达13亿美元资金净流入,年内累计吸金20亿美元,尽管该ETF月度暴跌47.1%、年内跌幅近54%。在特斯拉剧烈波动中寻找超额收益的短线高频交易员“由于TSLL上周资金大规模流入而TSDD大举流出,数据显示多数交易员试图抄底特斯拉,博取短期内的超额收益。”","content":"<html><body><p>智通财经APP获悉,<a href=\"https://laohu8.com/S/TSLA\">特斯拉</a>CEO伊隆・马斯克自从担任DOGE(美国政府效率部)领导人以来大刀阔斧改革与精简联邦政府架构,令美国公务员系统以及民主党和非MAGA阵营的共和党财团们集体反对他与DOGE,要求特朗普约束马斯克。此外,马斯克还利用自己的商业与政界影响力干预欧洲政治与选举,这些因素都使得全球爆发抵制特斯拉电动汽车的示威抗议与拒绝购买呼吁,最终导致“电动汽车领头羊”特斯拉(TSLA.US)的股价年内暴跌超30%。</p><p>然而,对于长期以来持续看涨特斯拉股价的投资者们来说,在暴跌期间一个非常意外的流行趋势,也可以说是极其有利的催化剂浮现:<strong>那就是马斯克的狂热粉丝们以及特斯拉忠实信徒们大举抄底买入2倍做多特斯拉的高杠杆ETF,这种大规模的“花式抄底”,往往意味着这些特斯拉多头势力押注特斯拉股价即将出现超级大反弹。</strong></p><p>尽管这一2倍做多特斯拉的杠杆型ETF——<a href=\"https://laohu8.com/S/TSLL\">Direxion Daily TSLA Bull 2X Shares</a>(TSLL.US)年内累计下跌54%,但是这只两倍做多特斯拉的杠杆型ETF基金近日持续吸引数十亿美元资金疯狂流入,<strong>显示那些极端看涨特斯拉股票的信徒们普遍可能认为该科技巨头当前困境是暂时性而非结构性的下行风险。</strong></p><p>在过去一个月内,该ETF的价值近乎腰斩,同期特斯拉股价则下跌28.7%,凸显出杠杆型ETF在正股大幅下跌的过程中遭遇的跌幅可谓惨烈得多。然而,投资者资金仍源源不断涌入这只杠杆型ETF。</p><p><img src=\"https://img.zhitongcaijing.com/image/20250306/1741244507759147.png\" title=\"1741244507759147.png\"/></p><p><strong>据etf.com的统计数据,旨在提供特斯拉股票双倍日投资收益的Direxion Daily TSLA Bull 2X Shares在过去一个月特斯拉暴跌期间,吸引高达13亿美元资金净流入,年内累计吸金20亿美元,尽管该ETF月度暴跌47.1%、年内跌幅近54%。</strong></p><p>“当特斯拉股价如当前般回调时,我们通常看到2倍做多TSLA的杠杆型产品(比如TSLL)的资金大量流入。”来自Direxion的董事总经理Ed Egilinsky表示。“我们的杠杆型以及反向型ETF专为短期/主动型高频量化交易设计,很明显部分交易员相信特斯拉股价即将触底大涨。”</p><p><strong>资金持续流入之际,特斯拉基本面正面临着多重逆风,而这些逆风的源头基本上都和该巨头CEO马斯克息息相关。</strong>近日统计数据显示,特斯拉全球销量大幅放缓甚至明显下滑,其中,1月欧洲市场整体交付量同比暴跌50%。在德国,由于马斯克公开干预德国选举,特斯拉当月的销量则骤降60%,而德国整体电动车销量激增超50%。</p><p><strong>眼下,整个欧洲可谓正在与美国共同上演一场“反特斯拉风暴”,部分原因是欧洲人不满马斯克频繁干预欧洲政治以及马斯克愈发膨胀的政商两界影响力。在中国销量也不容乐观,根据中国乘用车协会统计数据,特斯拉在其最大市场中国的销量上月同比下降高达49%</strong>。</p><p>在特斯拉剧烈波动中寻找超额收益的短线高频交易员</p><p>“由于TSLL上周资金大规模流入而TSDD大举流出,数据显示多数交易员试图抄底特斯拉,博取短期内的超额收益。”CFRA高级副总裁兼ETF研究与分析主管Aniket Ullal指出。“他们可能认为特斯拉已超卖。”</p><p><strong>当TSLL吸金数十亿时,反向ETF——即2倍做空特斯拉的<a href=\"https://laohu8.com/S/TSDD\">GraniteShares 2x Short TSLA Daily ETF</a>(TSDD.US)过去一个月遭遇1310万美元资金流出,尽管该ETF同期大涨69.2%、年内涨幅达74.2%。</strong></p><p><img src=\"https://img.zhitongcaijing.com/image/20250306/1741244852227745.png\" title=\"1741244852227745.png\"/></p><p><strong>“在特斯拉股价急跌30%后,聚焦于快速短线的高频操作交易员们倾向于押注TSLL反弹</strong>。”来自Marina Wealth Advisors的负责人Noah Damsky表示。“鉴于过去十余年市场表现非常强劲,投资者们已形成押注股价在大跌之后大举反弹的习惯,尤其是特斯拉与<a href=\"https://laohu8.com/S/NVDA\">英伟达</a>这类科技巨头。”</p><p>电动汽车领导者特斯拉面临中国与欧洲电动车厂商们愈发激烈的竞争,而CEO马斯克的一系列疯狂政治举动正在疏远一些曾经偏好特斯拉的实体电动汽车客户以及股票投资者。</p><p>“特斯拉股票当前承受巨大波动性与下行压力,包括美国消费支出疲软、关税不确定性、电动车竞争加剧及交付量增长放缓。”Egilinsky解释称。“关于马斯克本人愈发争议的形象及其与现政府官员们关系的分歧所主导的投资者情绪,也可能影响股价。”</p><p>尽管挑战重重,部分市场观察者仍看到特斯拉基本面与估值复苏的巨大潜力。<strong>来自CFRA的分析师团队认为特斯拉股价下跌主要反映已知的销售困境,而这些基本上被市场消化,且公司关税敞口小于美国传统汽车巨头福特、<a href=\"https://laohu8.com/S/GM\">通用汽车</a>等竞争对手。他们还预计美国政府即将出台的自动驾驶法规可能成为股价重要催化剂。</strong></p><p>特斯拉长期增长前景不止于现有车型。来自Marina Wealth Advisors的Damsky指出多个未来增长引擎,包括<strong>“电池储能、<a href=\"https://laohu8.com/S/000591\">太阳能</a>系统与完全无人驾驶出租车(Robotaxi)/完全自动驾驶(FSD)软件系统”,强调这些雄心勃勃的“未来主义项目”使得投资者们更关注特斯拉未来增长潜力而非当前困境和销售困境。</strong></p><p>有着“特斯拉超级多头”称号的大摩与Wedbush坚持看涨,后者甚至看好特斯拉破600美元</p><p>由于电动汽车销量大幅下滑,特斯拉的股价在2月份暴跌近30%,这也进一步加剧了投资者们对CEO马斯克涉足政界的担忧情绪。但是长期看涨特斯拉股价的<a href=\"https://laohu8.com/S/MS\">摩根士丹利</a>分析师亚当•乔纳斯周一重申,<strong>随着特斯拉向人工智能(AI)和机器人领域多元化发展,该公司股价将大幅涨升至430美元,强调完全无人驾驶的FSD所带来的订阅营收与特斯拉车型需求增长,以及特斯拉品牌的Robotaxi自动驾驶出租车网络遍布全球,特斯拉估值有望持续扩张。相比之下,特斯拉股价当前徘徊于279美元附近。</strong></p><p>在英伟达CEO黄仁勋等众多科技界大拿,以及“木头姐”等华尔街基金经理们看来,基于完全无人操作的特斯拉FSD,或将是全球最先进的高阶智能驾驶系统。但是目前最大隐患在于美国以及中国市场FSD,以及基于FSD系统的Robotaxi监管审核进程,如果迟迟未能获得积极进展,或将推动特斯拉股价跌入熊市轨迹。</p><p>在上个月,另一长期力挺特斯拉的华尔街投资机构Wedbush Securities的资深分析师丹·艾夫斯重申了他对特斯拉“强于大盘”的评级和500美元以上的目标价。</p><p>Wedbush表示,<strong>随着特朗普政府对于未来L3、L4级别自动驾驶,以及基于完全无人操控的FSD审核与正式批准进度,可能相比于拜登政府时期大幅提前,该机构对于特斯拉2025年及以后的需求交付“叙事逻辑”越来越有信心。</strong>550美元乃Wedbush对于特斯拉的基本看涨目标,意味着在该机构看来特斯拉未来12个月大幅上涨至突破550美元基准预期乃大概率事件,Wedbush对于特斯拉的“牛市目标股价”,即对于特斯拉的最乐观预期股价则被上调至650美元。</p><p>“<strong>我们估计,仅人工智能和自动驾驶这一块,就能为特斯拉带来至少1万亿美元的历史性的商机,更不用说未来规模更大的特斯拉Robotaxi网络以及擎天柱人形机器人。</strong>我们完全预期,在特朗普领导的白宫推动下,特斯拉的关键监管进度条将得到快速推进。在新的特朗普时代,马斯克过去几年在自动驾驶技术/完全自动驾驶(FSD)方面所遇到的联邦政府监管蜘蛛网将大幅简化。”艾夫斯及其团队表示。</p><p><span>来自Wedbush的</span>艾夫斯及其团队认为,随着特斯拉的完全自动驾驶(FSD)版图逐渐成形,加之特斯拉的交付量以及在全球范围的电动汽车需求非常稳健,到2025年底,特斯拉的市值有望达到2万亿美元。此外,<strong>他们还强调,650美元的“牛市价格目标”保守地假设特斯拉人形机器人擎天柱没有贡献出价值,而擎天柱机器人被特斯拉掌舵人马斯克视为特斯拉市值扩张故事的“核心催化剂”</strong>。</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\" 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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(TSLA.US)信徒们花式抄底:蜂拥至2倍做多特斯拉的高杠杆ETF\n</h2>\n\n<h4 class=\"meta\">\n\n\n2025-03-06 14:58 北京时间 <a href=http://www.zhitongcaijing.com/content/detail/1258477.html><strong>智通财经</strong></a>\n\n\n</h4>\n\n</header>\n<article>\n<div>\n<p>智通财经APP获悉,特斯拉CEO伊隆・马斯克自从担任DOGE(美国政府效率部)领导人以来大刀阔斧改革与精简联邦政府架构,令美国公务员系统以及民主党和非MAGA阵营的共和党财团们集体反对他与DOGE,要求特朗普约束马斯克。此外,马斯克还利用自己的商业与政界影响力干预欧洲政治与选举,这些因素都使得全球爆发抵制特斯拉电动汽车的示威抗议与拒绝购买呼吁,最终导致“电动汽车领头羊”特斯拉(TSLA.US)的...</p>\n\n<a href=\"http://www.zhitongcaijing.com/content/detail/1258477.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":{"LU2471134796.USD":"INVESCO GLOBAL EQUITY INCOME ADVANTAGE \"A\" (USD) INC","IE00BSNM7G36.USD":"NEUBERGER BERMAN SYSTEMATIC GLOBAL SUSTAINABLE VALUE \"A\" (USD) ACC","BK4585":"ETF&股票定投概念","LU0820562030.AUD":"ALLIANZ INCOME AND GROWTH \"AMH2\" (AUDHDG) H2 INC","LU2750360641.GBP":"INVESCO GLOBAL EQUITY INCOME ADVANTAGE \"A\" (GBPHDG) INC","LU1778281490.HKD":"HSBC GIF GLOBAL LOWER CARBON EQUITY \"AD\" (HKD) INC","LU0345769128.USD":"NINETY ONE GSF GLOBAL EQUITY \"A\" (USD) ACC","LU2108987350.USD":"UBS (LUX) EQUITY SICAV GLOBAL OPPORTUNITY SUSTAINABLE (USD) \"P\" (USD) ACC","TSLA":"特斯拉","LU2063271972.USD":"富兰克林创新领域基金","LU2750360997.AUD":"INVESCO GLOBAL EQUITY INCOME ADVANTAGE \"A\" (AUDHDG) INC","SG9999015945.SGD":"LionGlobal Disruptive Innovation Fund A SGD","LU2250418816.HKD":"BGF WORLD TECHNOLOGY \"A\" (HKD) ACC","LU2213496289.HKD":"ALLIANZ INCOME AND GROWTH \"AT\" (HKD) ACC","LU1551013425.SGD":"Allianz Income and Growth Cl AMg2 DIS H2-SGD","LU2360106780.USD":"BGF WORLD TECHNOLOGY \"A4\" (USD) INC","LU2360107168.USD":"BGF NEXT GENERATION TECHNOLOGY \"A4\" (USD) INC","LU0077335932.USD":"FIDELITY AMERICAN GROWTH \"A\" INC","LU0719512351.SGD":"JPMorgan Funds - US Technology A (acc) SGD","LU1066051498.USD":"HSBC GIF GLOBAL EQUITY VOLATILITY FOCUSED \"AM2\" (USD) INC","BK4592":"伊斯兰概念","LU1066053197.SGD":"HSBC GIF GLOBAL EQUITY VOLATILITY FOCUSED \"AM3\" (SGDHDG) INC","BK4533":"AQR资本管理(全球第二大对冲基金)","LU2023250330.USD":"ALLIANZ INCOME AND GROWTH \"AMG\" (USD) INC","LU0348723411.USD":"ALLIANZ GLOBAL HI-TECH GROWTH \"A\" (USD) INC","LU1674673691.USD":"HSBC GIF GLOBAL LOWER CARBON EQUITY \"AD\" (USD) INC","LU1720051108.HKD":"ALLIANZ GLOBAL ARTIFICIAL INTELLIGENCE \"AT\" (HKD) ACC","YANG":"三倍做空富时中国ETF-Direxion","TSLL":"2倍做多TSLA ETF-Direxion","LU1720051017.SGD":"Allianz Global Artificial Intelligence AT Acc H2-SGD","BK4588":"碎股","LU0820561818.USD":"安联收益及增长平衡基金Cl AM DIS","BK4516":"特朗普概念","LU1914381329.SGD":"Allianz Best Styles Global Equity Cl ET Acc H2-SGD","LU0323591593.USD":"SCHRODER ISF QEP GLOBAL QUALITY \"A\" (USD) ACC","LU1674673428.USD":"HSBC GIF GLOBAL LOWER CARBON EQUITY \"AC\" (USD) ACC","LU0198837287.USD":"UBS (LUX) EQUITY SICAV - USA GROWTH \"P\" (USD) ACC","LU1548497426.USD":"安联环球人工智能AT Acc","LU1839511570.USD":"WELLS FARGO GLOBAL FACTOR ENHANCED EQUITY \"I\" (USD) ACC","LU2756315664.SGD":"ALLIANZ INCOME AND GROWTH \"AMI\" (SGDHDG) INC","TSYW.SI":"TESLA 3xLongSG261006","LU1066051811.HKD":"HSBC GIF GLOBAL EQUITY VOLATILITY FOCUSED \"AM2\" (HKD) INC","LU1551013342.USD":"Allianz Income and Growth Cl AMg2 DIS USD","BK4550":"红杉资本持仓","LU1066051225.USD":"HSBC GIF GLOBAL EQUITY VOLATILITY FOCUSED \"AC\" (USD) ACC","LU0823414478.USD":"法巴经典能源转换基金","LU2471134523.USD":"INVESCO GLOBAL EQUITY INCOME ADVANTAGE \"A\" (USD) ACC","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","LU1852331112.SGD":"Blackrock World Technology Fund A2 SGD-H"},"source_url":"http://www.zhitongcaijing.com/content/detail/1258477.html","is_english":false,"share_image_url":"https://static.laohu8.com/e9f99090a1c2ed51c021029395664489","article_id":"2517501189","content_text":"智通财经APP获悉,特斯拉CEO伊隆・马斯克自从担任DOGE(美国政府效率部)领导人以来大刀阔斧改革与精简联邦政府架构,令美国公务员系统以及民主党和非MAGA阵营的共和党财团们集体反对他与DOGE,要求特朗普约束马斯克。此外,马斯克还利用自己的商业与政界影响力干预欧洲政治与选举,这些因素都使得全球爆发抵制特斯拉电动汽车的示威抗议与拒绝购买呼吁,最终导致“电动汽车领头羊”特斯拉(TSLA.US)的股价年内暴跌超30%。然而,对于长期以来持续看涨特斯拉股价的投资者们来说,在暴跌期间一个非常意外的流行趋势,也可以说是极其有利的催化剂浮现:那就是马斯克的狂热粉丝们以及特斯拉忠实信徒们大举抄底买入2倍做多特斯拉的高杠杆ETF,这种大规模的“花式抄底”,往往意味着这些特斯拉多头势力押注特斯拉股价即将出现超级大反弹。尽管这一2倍做多特斯拉的杠杆型ETF——Direxion Daily TSLA Bull 2X Shares(TSLL.US)年内累计下跌54%,但是这只两倍做多特斯拉的杠杆型ETF基金近日持续吸引数十亿美元资金疯狂流入,显示那些极端看涨特斯拉股票的信徒们普遍可能认为该科技巨头当前困境是暂时性而非结构性的下行风险。在过去一个月内,该ETF的价值近乎腰斩,同期特斯拉股价则下跌28.7%,凸显出杠杆型ETF在正股大幅下跌的过程中遭遇的跌幅可谓惨烈得多。然而,投资者资金仍源源不断涌入这只杠杆型ETF。据etf.com的统计数据,旨在提供特斯拉股票双倍日投资收益的Direxion Daily TSLA Bull 2X Shares在过去一个月特斯拉暴跌期间,吸引高达13亿美元资金净流入,年内累计吸金20亿美元,尽管该ETF月度暴跌47.1%、年内跌幅近54%。“当特斯拉股价如当前般回调时,我们通常看到2倍做多TSLA的杠杆型产品(比如TSLL)的资金大量流入。”来自Direxion的董事总经理Ed Egilinsky表示。“我们的杠杆型以及反向型ETF专为短期/主动型高频量化交易设计,很明显部分交易员相信特斯拉股价即将触底大涨。”资金持续流入之际,特斯拉基本面正面临着多重逆风,而这些逆风的源头基本上都和该巨头CEO马斯克息息相关。近日统计数据显示,特斯拉全球销量大幅放缓甚至明显下滑,其中,1月欧洲市场整体交付量同比暴跌50%。在德国,由于马斯克公开干预德国选举,特斯拉当月的销量则骤降60%,而德国整体电动车销量激增超50%。眼下,整个欧洲可谓正在与美国共同上演一场“反特斯拉风暴”,部分原因是欧洲人不满马斯克频繁干预欧洲政治以及马斯克愈发膨胀的政商两界影响力。在中国销量也不容乐观,根据中国乘用车协会统计数据,特斯拉在其最大市场中国的销量上月同比下降高达49%。在特斯拉剧烈波动中寻找超额收益的短线高频交易员“由于TSLL上周资金大规模流入而TSDD大举流出,数据显示多数交易员试图抄底特斯拉,博取短期内的超额收益。”CFRA高级副总裁兼ETF研究与分析主管Aniket Ullal指出。“他们可能认为特斯拉已超卖。”当TSLL吸金数十亿时,反向ETF——即2倍做空特斯拉的GraniteShares 2x Short TSLA Daily ETF(TSDD.US)过去一个月遭遇1310万美元资金流出,尽管该ETF同期大涨69.2%、年内涨幅达74.2%。“在特斯拉股价急跌30%后,聚焦于快速短线的高频操作交易员们倾向于押注TSLL反弹。”来自Marina Wealth Advisors的负责人Noah Damsky表示。“鉴于过去十余年市场表现非常强劲,投资者们已形成押注股价在大跌之后大举反弹的习惯,尤其是特斯拉与英伟达这类科技巨头。”电动汽车领导者特斯拉面临中国与欧洲电动车厂商们愈发激烈的竞争,而CEO马斯克的一系列疯狂政治举动正在疏远一些曾经偏好特斯拉的实体电动汽车客户以及股票投资者。“特斯拉股票当前承受巨大波动性与下行压力,包括美国消费支出疲软、关税不确定性、电动车竞争加剧及交付量增长放缓。”Egilinsky解释称。“关于马斯克本人愈发争议的形象及其与现政府官员们关系的分歧所主导的投资者情绪,也可能影响股价。”尽管挑战重重,部分市场观察者仍看到特斯拉基本面与估值复苏的巨大潜力。来自CFRA的分析师团队认为特斯拉股价下跌主要反映已知的销售困境,而这些基本上被市场消化,且公司关税敞口小于美国传统汽车巨头福特、通用汽车等竞争对手。他们还预计美国政府即将出台的自动驾驶法规可能成为股价重要催化剂。特斯拉长期增长前景不止于现有车型。来自Marina Wealth Advisors的Damsky指出多个未来增长引擎,包括“电池储能、太阳能系统与完全无人驾驶出租车(Robotaxi)/完全自动驾驶(FSD)软件系统”,强调这些雄心勃勃的“未来主义项目”使得投资者们更关注特斯拉未来增长潜力而非当前困境和销售困境。有着“特斯拉超级多头”称号的大摩与Wedbush坚持看涨,后者甚至看好特斯拉破600美元由于电动汽车销量大幅下滑,特斯拉的股价在2月份暴跌近30%,这也进一步加剧了投资者们对CEO马斯克涉足政界的担忧情绪。但是长期看涨特斯拉股价的摩根士丹利分析师亚当•乔纳斯周一重申,随着特斯拉向人工智能(AI)和机器人领域多元化发展,该公司股价将大幅涨升至430美元,强调完全无人驾驶的FSD所带来的订阅营收与特斯拉车型需求增长,以及特斯拉品牌的Robotaxi自动驾驶出租车网络遍布全球,特斯拉估值有望持续扩张。相比之下,特斯拉股价当前徘徊于279美元附近。在英伟达CEO黄仁勋等众多科技界大拿,以及“木头姐”等华尔街基金经理们看来,基于完全无人操作的特斯拉FSD,或将是全球最先进的高阶智能驾驶系统。但是目前最大隐患在于美国以及中国市场FSD,以及基于FSD系统的Robotaxi监管审核进程,如果迟迟未能获得积极进展,或将推动特斯拉股价跌入熊市轨迹。在上个月,另一长期力挺特斯拉的华尔街投资机构Wedbush Securities的资深分析师丹·艾夫斯重申了他对特斯拉“强于大盘”的评级和500美元以上的目标价。Wedbush表示,随着特朗普政府对于未来L3、L4级别自动驾驶,以及基于完全无人操控的FSD审核与正式批准进度,可能相比于拜登政府时期大幅提前,该机构对于特斯拉2025年及以后的需求交付“叙事逻辑”越来越有信心。550美元乃Wedbush对于特斯拉的基本看涨目标,意味着在该机构看来特斯拉未来12个月大幅上涨至突破550美元基准预期乃大概率事件,Wedbush对于特斯拉的“牛市目标股价”,即对于特斯拉的最乐观预期股价则被上调至650美元。“我们估计,仅人工智能和自动驾驶这一块,就能为特斯拉带来至少1万亿美元的历史性的商机,更不用说未来规模更大的特斯拉Robotaxi网络以及擎天柱人形机器人。我们完全预期,在特朗普领导的白宫推动下,特斯拉的关键监管进度条将得到快速推进。在新的特朗普时代,马斯克过去几年在自动驾驶技术/完全自动驾驶(FSD)方面所遇到的联邦政府监管蜘蛛网将大幅简化。”艾夫斯及其团队表示。来自Wedbush的艾夫斯及其团队认为,随着特斯拉的完全自动驾驶(FSD)版图逐渐成形,加之特斯拉的交付量以及在全球范围的电动汽车需求非常稳健,到2025年底,特斯拉的市值有望达到2万亿美元。此外,他们还强调,650美元的“牛市价格目标”保守地假设特斯拉人形机器人擎天柱没有贡献出价值,而擎天柱机器人被特斯拉掌舵人马斯克视为特斯拉市值扩张故事的“核心催化剂”。","news_type":1,"symbols_score_info":{"TSLL":1,"TSYW.SI":0.6,"TSLA":1,"YANG":1}},"isVote":1,"tweetType":1,"viewCount":1359,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"CN","totalScore":0},{"id":410558383325680,"gmtCreate":1741262829681,"gmtModify":1741262830910,"author":{"id":"3470046133292612","authorId":"3470046133292612","name":"几点到家","avatar":"https://static.laohu8.com/default-avatar.jpg","crmLevel":1,"crmLevelSwitch":0,"followedFlag":false,"authorIdStr":"3470046133292612","idStr":"3470046133292612"},"themes":[],"title":"","htmlText":"<a 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