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英雄2
10-14
$特斯拉(TSLA)$
也就是等两年,无所谓,再跌再买
英雄2
10-12
$特斯拉(TSLA)$
特斯拉的FSD自己用用就行了,这一搞无人出租车几乎动了所有车企的蛋糕,我要是通用汽车或者大众 丰田的老板恨不得马斯克明天就消失
英雄2
10-11
$特斯拉(TSLA)$
发布会挺科幻的,没想到股价更科幻
英雄2
10-11
$特斯拉(TSLA)$
那么问题来了,现在224块的特斯拉便宜还是贵?
英雄2
10-11
周线趋势还在的,低开太多可能也就到位拉上去了,毕竟还算画了个饼[捂脸]
英雄2
10-11
$特斯拉(TSLA)$
貌似短期看空,但是看空又非常危险,还是降低仓位坚持拿着稳妥
英雄2
10-11
$特斯拉(TSLA)$
马斯克不会开发布会啊,要等到26年才量产,这会开得太着急了,市场肯定不买单,饼画得太大了
英雄2
10-11
太远了,还得两年,资本都是用🦶🏻投票的
特斯拉Cybercab正式亮相!成本低于3万美元,将于2026年投产
英雄2
10-03
$特斯拉(TSLA)$
技术性调整
英雄2
10-03
$Coinbase Global, Inc.(COIN)$
脚踩实了,该跑起来了
英雄2
09-19
特朗普上台美股还能嗨几年,哈里斯上台美股直接崩溃
抱歉,原内容已删除
英雄2
09-13
$特斯拉(TSLA)$
232压力好大
英雄2
2023-11-15
贾老板玩不转了呀
抱歉,原内容已删除
英雄2
2023-10-30
股市上涨的三个基础条件,石油价格下跌,人民币兑美元汇率下跌。央行继续量化宽松。不然涨一点还得回来
抱歉,原内容已删除
英雄2
2023-03-30
$Faraday Future(FFIE)$
发布会确实是看了个寂寞…
去老虎APP查看更多动态
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发布会挺科幻的,没想到股价更科幻","text":"$特斯拉(TSLA)$ 发布会挺科幻的,没想到股价更科幻","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":1,"commentSize":0,"repostSize":0,"link":"https://laohu8.com/post/358979792777360","isVote":1,"tweetType":1,"viewCount":388,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"CN","totalScore":0},{"id":358953842196712,"gmtCreate":1728643246328,"gmtModify":1728643248083,"author":{"id":"3493200510621477","authorId":"3493200510621477","name":"英雄2","avatar":"https://static.tigerbbs.com/abb89726bd0ae7d7818ec639ec27a18c","crmLevel":8,"crmLevelSwitch":0,"followedFlag":false,"idStr":"3493200510621477","authorIdStr":"3493200510621477"},"themes":[],"htmlText":"<a href=\"https://laohu8.com/S/TSLA\">$特斯拉(TSLA)$ </a> 那么问题来了,现在224块的特斯拉便宜还是贵?","listText":"<a href=\"https://laohu8.com/S/TSLA\">$特斯拉(TSLA)$ </a> 那么问题来了,现在224块的特斯拉便宜还是贵?","text":"$特斯拉(TSLA)$ 那么问题来了,现在224块的特斯拉便宜还是贵?","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":1,"commentSize":3,"repostSize":0,"link":"https://laohu8.com/post/358953842196712","isVote":1,"tweetType":1,"viewCount":2862,"authorTweetTopStatus":1,"verified":2,"comments":[{"author":{"id":"3500480192324777","authorId":"3500480192324777","name":"新声代韭菜","avatar":"https://static.laohu8.com/default-avatar.jpg","crmLevel":1,"crmLevelSwitch":0,"idStr":"3500480192324777","authorIdStr":"3500480192324777"},"content":"我感觉如果开盘后10分钟再次下跌,我应该会补一层仓等下周走势,其实有些时候都是信仰,毕竟现在能创新的公司不多了","text":"我感觉如果开盘后10分钟再次下跌,我应该会补一层仓等下周走势,其实有些时候都是信仰,毕竟现在能创新的公司不多了","html":"我感觉如果开盘后10分钟再次下跌,我应该会补一层仓等下周走势,其实有些时候都是信仰,毕竟现在能创新的公司不多了"}],"imageCount":0,"langContent":"CN","totalScore":0},{"id":358944423731448,"gmtCreate":1728640834154,"gmtModify":1728640836433,"author":{"id":"3493200510621477","authorId":"3493200510621477","name":"英雄2","avatar":"https://static.tigerbbs.com/abb89726bd0ae7d7818ec639ec27a18c","crmLevel":8,"crmLevelSwitch":0,"followedFlag":false,"idStr":"3493200510621477","authorIdStr":"3493200510621477"},"themes":[],"htmlText":"周线趋势还在的,低开太多可能也就到位拉上去了,毕竟还算画了个饼[捂脸]","listText":"周线趋势还在的,低开太多可能也就到位拉上去了,毕竟还算画了个饼[捂脸]","text":"周线趋势还在的,低开太多可能也就到位拉上去了,毕竟还算画了个饼[捂脸]","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":1,"commentSize":0,"repostSize":0,"link":"https://laohu8.com/post/358944423731448","isVote":1,"tweetType":1,"viewCount":79,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"CN","totalScore":0},{"id":358890045157416,"gmtCreate":1728627553732,"gmtModify":1728627555685,"author":{"id":"3493200510621477","authorId":"3493200510621477","name":"英雄2","avatar":"https://static.tigerbbs.com/abb89726bd0ae7d7818ec639ec27a18c","crmLevel":8,"crmLevelSwitch":0,"followedFlag":false,"idStr":"3493200510621477","authorIdStr":"3493200510621477"},"themes":[],"htmlText":"<a 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马斯克不会开发布会啊,要等到26年才量产,这会开得太着急了,市场肯定不买单,饼画得太大了","listText":"<a href=\"https://laohu8.com/S/TSLA\">$特斯拉(TSLA)$ </a> 马斯克不会开发布会啊,要等到26年才量产,这会开得太着急了,市场肯定不买单,饼画得太大了","text":"$特斯拉(TSLA)$ 马斯克不会开发布会啊,要等到26年才量产,这会开得太着急了,市场肯定不买单,饼画得太大了","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":1,"commentSize":0,"repostSize":0,"link":"https://laohu8.com/post/358862118944872","isVote":1,"tweetType":1,"viewCount":391,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"CN","totalScore":0},{"id":358859662471416,"gmtCreate":1728620140487,"gmtModify":1728620142501,"author":{"id":"3493200510621477","authorId":"3493200510621477","name":"英雄2","avatar":"https://static.tigerbbs.com/abb89726bd0ae7d7818ec639ec27a18c","crmLevel":8,"crmLevelSwitch":0,"followedFlag":false,"idStr":"3493200510621477","authorIdStr":"3493200510621477"},"themes":[],"htmlText":"太远了,还得两年,资本都是用🦶🏻投票的","listText":"太远了,还得两年,资本都是用🦶🏻投票的","text":"太远了,还得两年,资本都是用🦶🏻投票的","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":0,"commentSize":0,"repostSize":0,"link":"https://laohu8.com/post/358859662471416","repostId":"1134226258","repostType":4,"repost":{"id":"1134226258","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":1728615638,"share":"https://www.laohu8.com/m/news/1134226258?lang=&edition=full","pubTime":"2024-10-11 11:00","market":"us","language":"zh","title":"特斯拉Cybercab正式亮相!成本低于3万美元,将于2026年投产","url":"https://stock-news.laohu8.com/highlight/detail?id=1134226258","media":"老虎资讯综合","summary":"10月11日,当地时间10月10日周四19:00(北京时间11日上午10:00),$特斯拉(TSLA)$将在加利福尼亚州伯班克华纳兄弟工作室举行“Robotaxi Day”活动,活动主题口号为“We,Robot”(我们,$机器人(300024)$)。马斯克:如您所见,我刚刚乘坐“Cybercab”到达活动现场。还有20辆同样的车在路上行驶。正如您所见,车内没有人在驾驶。我们有50辆可以全自动驾驶的汽车。直播画面显示,马斯克驾乘双门车辆抵达Robotaxi活动现场。","content":"<html><head></head><body><p><strong><a href=\"https://www.laohu8.com/m/live/1812380015251529/?name=RNLive&rndata=%7B%22liveId%22%3A%221812380015251529%22%2C%22type%22%3A1%7D\" title=\"【直播】特斯拉“WE, ROBOT” 发布会\" target=\"_blank\" class=\"\">【直播回放】特斯拉“WE, ROBOT” 发布会</a></strong></p><p>10月11日,当地时间10月10日周四19:00(北京时间11日上午10:00),<a href=\"https://laohu8.com/S/TSLA\">特斯拉</a>在加利福尼亚州伯班克华纳兄弟工作室举行“Robotaxi Day”活动,活动主题口号为“We,Robot”。</p><p>特斯拉推出名为CyberCab的无人驾驶出租车和无人驾驶Model Y。特斯拉美股夜盘大幅异动,一度涨超5%,随后直线跳水,现跌超4%。</p><p class=\"t-img-caption\"><img src=\"https://static.tigerbbs.com/02527d110321eaea741a36706ad97ee9\" title=\"\" tg-width=\"861\" tg-height=\"820\"/></p><h2 id=\"id_1142117324\">Cybercab成本低于3万美元,将于2026年投产</h2><p>直播画面显示,马斯克驾乘双门车辆抵达Robotaxi活动现场。马斯克:如您所见,我刚刚乘坐“Cybercab”到达活动现场。还有20辆同样的车在路上行驶。正如您所见,车内没有人在驾驶。我们有50辆可以全自动驾驶的汽车。</p><p class=\"t-img-caption\"><img src=\"https://static.tigerbbs.com/d59394ae8a11723dd35718ab21930ef6\" title=\"\" tg-width=\"1675\" tg-height=\"937\"/></p><p class=\"t-img-caption\"><img src=\"https://static.tigerbbs.com/593f7a93b4cb3858c848a27f6570778f\" title=\"\" tg-width=\"1070\" tg-height=\"579\"/></p><p>马斯克表示,Cybercab没有方向盘和踏板。预计Cybercab的成本将低于30,000美元,预计将于2026年投入生产。2027年之前,我们会以非常高的产量生产这款车辆。他还表示,Model 3和Model Y的无人驾驶技术也会大幅提升,将实现无人监管的FSD技术。</p><p class=\"t-img-caption\"><img src=\"https://static.tigerbbs.com/e8a5851be76bbc6cbbc00891825a314b\" title=\"\" tg-width=\"1534\" tg-height=\"856\"/></p><h2 id=\"id_1217375354\" style=\"text-align: start;\">无人驾驶货车Robovan首秀,一次最多装载20人</h2><p>马斯克宣布推出Robovan(无人驾驶厢式汽车),该车可以乘坐20人或运载货物。</p><p class=\"t-img-caption\"><img src=\"https://static.tigerbbs.com/41ae175e8ab459fca829a92ee6be89c8\" title=\"\" tg-width=\"1545\" tg-height=\"864\"/></p><p class=\"t-img-caption\"><img src=\"https://static.tigerbbs.com/1f193d510183f102a607331bd2b2cc9d\" title=\"\" tg-width=\"1546\" tg-height=\"868\"/></p><h2 id=\"id_2070105339\" style=\"text-align: start;\">Optimus机器人量产成本为2万-3万美元</h2><p>马斯克:我们在Optimus机器人方面取得了很大进展。按规模生产的Optimus机器人成本将在2万美元至3万美元之间。特斯拉We Robot发布会上,Optimus机器人进行了集体舞蹈,展示了机器人的灵活性。</p><p class=\"t-img-caption\"><img src=\"https://static.tigerbbs.com/602282fb1848a4279400824e9e17c9a5\" title=\"\" tg-width=\"2536\" tg-height=\"1426\"/></p><p>特斯拉We Robot发布会后的参观活动上,Optimus机器人为参观者提供了酒水服务。</p><p class=\"t-img-caption\"><img src=\"https://static.tigerbbs.com/6ec25967d3969481e8e30bef34189dee\" title=\"\" tg-width=\"2514\" tg-height=\"1408\"/></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Cybercab正式亮相!成本低于3万美元,将于2026年投产</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Cybercab正式亮相!成本低于3万美元,将于2026年投产\n</h2>\n\n<h4 class=\"meta\">\n\n\n<a class=\"head\" href=\"https://laohu8.com/wemedia/102\">\n\n\n<div class=\"h-thumb\" style=\"background-image:url(https://static.tigerbbs.com/8274c5b9d4c2852bfb1c4d6ce16c68ba);background-size:cover;\"></div>\n\n<div class=\"h-content\">\n<p class=\"h-name\">老虎资讯综合 </p>\n<p class=\"h-time\">2024-10-11 11:00</p>\n</div>\n\n</a>\n\n\n</h4>\n\n</header>\n<article>\n<html><head></head><body><p><strong><a href=\"https://www.laohu8.com/m/live/1812380015251529/?name=RNLive&rndata=%7B%22liveId%22%3A%221812380015251529%22%2C%22type%22%3A1%7D\" title=\"【直播】特斯拉“WE, ROBOT” 发布会\" target=\"_blank\" class=\"\">【直播回放】特斯拉“WE, ROBOT” 发布会</a></strong></p><p>10月11日,当地时间10月10日周四19:00(北京时间11日上午10:00),<a href=\"https://laohu8.com/S/TSLA\">特斯拉</a>在加利福尼亚州伯班克华纳兄弟工作室举行“Robotaxi Day”活动,活动主题口号为“We,Robot”。</p><p>特斯拉推出名为CyberCab的无人驾驶出租车和无人驾驶Model Y。特斯拉美股夜盘大幅异动,一度涨超5%,随后直线跳水,现跌超4%。</p><p class=\"t-img-caption\"><img src=\"https://static.tigerbbs.com/02527d110321eaea741a36706ad97ee9\" title=\"\" tg-width=\"861\" tg-height=\"820\"/></p><h2 id=\"id_1142117324\">Cybercab成本低于3万美元,将于2026年投产</h2><p>直播画面显示,马斯克驾乘双门车辆抵达Robotaxi活动现场。马斯克:如您所见,我刚刚乘坐“Cybercab”到达活动现场。还有20辆同样的车在路上行驶。正如您所见,车内没有人在驾驶。我们有50辆可以全自动驾驶的汽车。</p><p class=\"t-img-caption\"><img src=\"https://static.tigerbbs.com/d59394ae8a11723dd35718ab21930ef6\" title=\"\" tg-width=\"1675\" tg-height=\"937\"/></p><p class=\"t-img-caption\"><img src=\"https://static.tigerbbs.com/593f7a93b4cb3858c848a27f6570778f\" title=\"\" tg-width=\"1070\" tg-height=\"579\"/></p><p>马斯克表示,Cybercab没有方向盘和踏板。预计Cybercab的成本将低于30,000美元,预计将于2026年投入生产。2027年之前,我们会以非常高的产量生产这款车辆。他还表示,Model 3和Model Y的无人驾驶技术也会大幅提升,将实现无人监管的FSD技术。</p><p class=\"t-img-caption\"><img src=\"https://static.tigerbbs.com/e8a5851be76bbc6cbbc00891825a314b\" title=\"\" tg-width=\"1534\" tg-height=\"856\"/></p><h2 id=\"id_1217375354\" style=\"text-align: start;\">无人驾驶货车Robovan首秀,一次最多装载20人</h2><p>马斯克宣布推出Robovan(无人驾驶厢式汽车),该车可以乘坐20人或运载货物。</p><p class=\"t-img-caption\"><img src=\"https://static.tigerbbs.com/41ae175e8ab459fca829a92ee6be89c8\" title=\"\" tg-width=\"1545\" tg-height=\"864\"/></p><p class=\"t-img-caption\"><img src=\"https://static.tigerbbs.com/1f193d510183f102a607331bd2b2cc9d\" title=\"\" tg-width=\"1546\" tg-height=\"868\"/></p><h2 id=\"id_2070105339\" style=\"text-align: start;\">Optimus机器人量产成本为2万-3万美元</h2><p>马斯克:我们在Optimus机器人方面取得了很大进展。按规模生产的Optimus机器人成本将在2万美元至3万美元之间。特斯拉We Robot发布会上,Optimus机器人进行了集体舞蹈,展示了机器人的灵活性。</p><p class=\"t-img-caption\"><img src=\"https://static.tigerbbs.com/602282fb1848a4279400824e9e17c9a5\" title=\"\" tg-width=\"2536\" tg-height=\"1426\"/></p><p>特斯拉We Robot发布会后的参观活动上,Optimus机器人为参观者提供了酒水服务。</p><p class=\"t-img-caption\"><img src=\"https://static.tigerbbs.com/6ec25967d3969481e8e30bef34189dee\" title=\"\" tg-width=\"2514\" tg-height=\"1408\"/></p></body></html>\n\n</article>\n</div>\n</body>\n</html>\n","type":0,"thumbnail":"https://static.tigerbbs.com/593f7a93b4cb3858c848a27f6570778f","relate_stocks":{"TSLL":"Direxion Daily TSLA Bull 2X Shares","SG9999015945.SGD":"LionGlobal Disruptive Innovation Fund A SGD","BK4551":"寇图资本持仓","BK4581":"高盛持仓","IE00BWXC8680.SGD":"PINEBRIDGE US LARGE CAP RESEARCH ENHANCED \"A5\" (SGD) ACC","SG9999015986.USD":"LIONGLOBAL DISRUPTIVE INNOVATION \"I\" (USD) ACC","LU1145028129.USD":"ALLIANZ INCOME AND GROWTH \"AQ\" (USD) INC","LU2023250330.USD":"ALLIANZ INCOME AND GROWTH \"AMG\" (USD) INC","BK4099":"汽车制造商","BK4511":"特斯拉概念","LU1720051017.SGD":"Allianz Global Artificial Intelligence AT Acc H2-SGD","LU1861215975.USD":"贝莱德新一代科技基金 A2","LU1548497426.USD":"安联环球人工智能AT Acc","LU0316494557.USD":"FRANKLIN GLOBAL FUNDAMENTAL STRATEGIES \"A\" ACC","LU0198837287.USD":"UBS (LUX) EQUITY SICAV - USA GROWTH \"P\" (USD) ACC","LU1861220033.SGD":"Blackrock Next Generation Technology A2 SGD-H","LU0820561818.USD":"安联收益及增长平衡基金Cl AM DIS","TSLA":"特斯拉","BK4592":"伊斯兰概念","LU2063271972.USD":"富兰克林创新领域基金"},"source_url":"","is_english":false,"share_image_url":"https://static.laohu8.com/e9f99090a1c2ed51c021029395664489","article_id":"1134226258","content_text":"【直播回放】特斯拉“WE, ROBOT” 发布会10月11日,当地时间10月10日周四19:00(北京时间11日上午10:00),特斯拉在加利福尼亚州伯班克华纳兄弟工作室举行“Robotaxi Day”活动,活动主题口号为“We,Robot”。特斯拉推出名为CyberCab的无人驾驶出租车和无人驾驶Model Y。特斯拉美股夜盘大幅异动,一度涨超5%,随后直线跳水,现跌超4%。Cybercab成本低于3万美元,将于2026年投产直播画面显示,马斯克驾乘双门车辆抵达Robotaxi活动现场。马斯克:如您所见,我刚刚乘坐“Cybercab”到达活动现场。还有20辆同样的车在路上行驶。正如您所见,车内没有人在驾驶。我们有50辆可以全自动驾驶的汽车。马斯克表示,Cybercab没有方向盘和踏板。预计Cybercab的成本将低于30,000美元,预计将于2026年投入生产。2027年之前,我们会以非常高的产量生产这款车辆。他还表示,Model 3和Model Y的无人驾驶技术也会大幅提升,将实现无人监管的FSD技术。无人驾驶货车Robovan首秀,一次最多装载20人马斯克宣布推出Robovan(无人驾驶厢式汽车),该车可以乘坐20人或运载货物。Optimus机器人量产成本为2万-3万美元马斯克:我们在Optimus机器人方面取得了很大进展。按规模生产的Optimus机器人成本将在2万美元至3万美元之间。特斯拉We Robot发布会上,Optimus机器人进行了集体舞蹈,展示了机器人的灵活性。特斯拉We 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11:00","market":"us","language":"zh","title":"特斯拉Cybercab正式亮相!成本低于3万美元,将于2026年投产","url":"https://stock-news.laohu8.com/highlight/detail?id=1134226258","media":"老虎资讯综合","summary":"10月11日,当地时间10月10日周四19:00(北京时间11日上午10:00),$特斯拉(TSLA)$将在加利福尼亚州伯班克华纳兄弟工作室举行“Robotaxi Day”活动,活动主题口号为“We,Robot”(我们,$机器人(300024)$)。马斯克:如您所见,我刚刚乘坐“Cybercab”到达活动现场。还有20辆同样的车在路上行驶。正如您所见,车内没有人在驾驶。我们有50辆可以全自动驾驶的汽车。直播画面显示,马斯克驾乘双门车辆抵达Robotaxi活动现场。","content":"<html><head></head><body><p><strong><a href=\"https://www.laohu8.com/m/live/1812380015251529/?name=RNLive&rndata=%7B%22liveId%22%3A%221812380015251529%22%2C%22type%22%3A1%7D\" title=\"【直播】特斯拉“WE, ROBOT” 发布会\" target=\"_blank\" class=\"\">【直播回放】特斯拉“WE, ROBOT” 发布会</a></strong></p><p>10月11日,当地时间10月10日周四19:00(北京时间11日上午10:00),<a href=\"https://laohu8.com/S/TSLA\">特斯拉</a>在加利福尼亚州伯班克华纳兄弟工作室举行“Robotaxi Day”活动,活动主题口号为“We,Robot”。</p><p>特斯拉推出名为CyberCab的无人驾驶出租车和无人驾驶Model Y。特斯拉美股夜盘大幅异动,一度涨超5%,随后直线跳水,现跌超4%。</p><p class=\"t-img-caption\"><img src=\"https://static.tigerbbs.com/02527d110321eaea741a36706ad97ee9\" title=\"\" tg-width=\"861\" tg-height=\"820\"/></p><h2 id=\"id_1142117324\">Cybercab成本低于3万美元,将于2026年投产</h2><p>直播画面显示,马斯克驾乘双门车辆抵达Robotaxi活动现场。马斯克:如您所见,我刚刚乘坐“Cybercab”到达活动现场。还有20辆同样的车在路上行驶。正如您所见,车内没有人在驾驶。我们有50辆可以全自动驾驶的汽车。</p><p class=\"t-img-caption\"><img src=\"https://static.tigerbbs.com/d59394ae8a11723dd35718ab21930ef6\" title=\"\" tg-width=\"1675\" tg-height=\"937\"/></p><p class=\"t-img-caption\"><img src=\"https://static.tigerbbs.com/593f7a93b4cb3858c848a27f6570778f\" title=\"\" tg-width=\"1070\" tg-height=\"579\"/></p><p>马斯克表示,Cybercab没有方向盘和踏板。预计Cybercab的成本将低于30,000美元,预计将于2026年投入生产。2027年之前,我们会以非常高的产量生产这款车辆。他还表示,Model 3和Model Y的无人驾驶技术也会大幅提升,将实现无人监管的FSD技术。</p><p class=\"t-img-caption\"><img src=\"https://static.tigerbbs.com/e8a5851be76bbc6cbbc00891825a314b\" title=\"\" tg-width=\"1534\" tg-height=\"856\"/></p><h2 id=\"id_1217375354\" style=\"text-align: start;\">无人驾驶货车Robovan首秀,一次最多装载20人</h2><p>马斯克宣布推出Robovan(无人驾驶厢式汽车),该车可以乘坐20人或运载货物。</p><p class=\"t-img-caption\"><img src=\"https://static.tigerbbs.com/41ae175e8ab459fca829a92ee6be89c8\" title=\"\" tg-width=\"1545\" tg-height=\"864\"/></p><p class=\"t-img-caption\"><img src=\"https://static.tigerbbs.com/1f193d510183f102a607331bd2b2cc9d\" title=\"\" tg-width=\"1546\" tg-height=\"868\"/></p><h2 id=\"id_2070105339\" style=\"text-align: start;\">Optimus机器人量产成本为2万-3万美元</h2><p>马斯克:我们在Optimus机器人方面取得了很大进展。按规模生产的Optimus机器人成本将在2万美元至3万美元之间。特斯拉We Robot发布会上,Optimus机器人进行了集体舞蹈,展示了机器人的灵活性。</p><p class=\"t-img-caption\"><img src=\"https://static.tigerbbs.com/602282fb1848a4279400824e9e17c9a5\" title=\"\" tg-width=\"2536\" tg-height=\"1426\"/></p><p>特斯拉We Robot发布会后的参观活动上,Optimus机器人为参观者提供了酒水服务。</p><p class=\"t-img-caption\"><img src=\"https://static.tigerbbs.com/6ec25967d3969481e8e30bef34189dee\" title=\"\" tg-width=\"2514\" tg-height=\"1408\"/></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Cybercab正式亮相!成本低于3万美元,将于2026年投产</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Cybercab正式亮相!成本低于3万美元,将于2026年投产\n</h2>\n\n<h4 class=\"meta\">\n\n\n<a class=\"head\" href=\"https://laohu8.com/wemedia/102\">\n\n\n<div class=\"h-thumb\" style=\"background-image:url(https://static.tigerbbs.com/8274c5b9d4c2852bfb1c4d6ce16c68ba);background-size:cover;\"></div>\n\n<div class=\"h-content\">\n<p class=\"h-name\">老虎资讯综合 </p>\n<p class=\"h-time\">2024-10-11 11:00</p>\n</div>\n\n</a>\n\n\n</h4>\n\n</header>\n<article>\n<html><head></head><body><p><strong><a href=\"https://www.laohu8.com/m/live/1812380015251529/?name=RNLive&rndata=%7B%22liveId%22%3A%221812380015251529%22%2C%22type%22%3A1%7D\" title=\"【直播】特斯拉“WE, ROBOT” 发布会\" target=\"_blank\" class=\"\">【直播回放】特斯拉“WE, ROBOT” 发布会</a></strong></p><p>10月11日,当地时间10月10日周四19:00(北京时间11日上午10:00),<a href=\"https://laohu8.com/S/TSLA\">特斯拉</a>在加利福尼亚州伯班克华纳兄弟工作室举行“Robotaxi Day”活动,活动主题口号为“We,Robot”。</p><p>特斯拉推出名为CyberCab的无人驾驶出租车和无人驾驶Model Y。特斯拉美股夜盘大幅异动,一度涨超5%,随后直线跳水,现跌超4%。</p><p class=\"t-img-caption\"><img src=\"https://static.tigerbbs.com/02527d110321eaea741a36706ad97ee9\" title=\"\" tg-width=\"861\" tg-height=\"820\"/></p><h2 id=\"id_1142117324\">Cybercab成本低于3万美元,将于2026年投产</h2><p>直播画面显示,马斯克驾乘双门车辆抵达Robotaxi活动现场。马斯克:如您所见,我刚刚乘坐“Cybercab”到达活动现场。还有20辆同样的车在路上行驶。正如您所见,车内没有人在驾驶。我们有50辆可以全自动驾驶的汽车。</p><p class=\"t-img-caption\"><img src=\"https://static.tigerbbs.com/d59394ae8a11723dd35718ab21930ef6\" title=\"\" tg-width=\"1675\" tg-height=\"937\"/></p><p class=\"t-img-caption\"><img src=\"https://static.tigerbbs.com/593f7a93b4cb3858c848a27f6570778f\" title=\"\" tg-width=\"1070\" tg-height=\"579\"/></p><p>马斯克表示,Cybercab没有方向盘和踏板。预计Cybercab的成本将低于30,000美元,预计将于2026年投入生产。2027年之前,我们会以非常高的产量生产这款车辆。他还表示,Model 3和Model Y的无人驾驶技术也会大幅提升,将实现无人监管的FSD技术。</p><p class=\"t-img-caption\"><img src=\"https://static.tigerbbs.com/e8a5851be76bbc6cbbc00891825a314b\" title=\"\" tg-width=\"1534\" tg-height=\"856\"/></p><h2 id=\"id_1217375354\" style=\"text-align: start;\">无人驾驶货车Robovan首秀,一次最多装载20人</h2><p>马斯克宣布推出Robovan(无人驾驶厢式汽车),该车可以乘坐20人或运载货物。</p><p class=\"t-img-caption\"><img src=\"https://static.tigerbbs.com/41ae175e8ab459fca829a92ee6be89c8\" title=\"\" tg-width=\"1545\" tg-height=\"864\"/></p><p class=\"t-img-caption\"><img src=\"https://static.tigerbbs.com/1f193d510183f102a607331bd2b2cc9d\" title=\"\" tg-width=\"1546\" tg-height=\"868\"/></p><h2 id=\"id_2070105339\" style=\"text-align: start;\">Optimus机器人量产成本为2万-3万美元</h2><p>马斯克:我们在Optimus机器人方面取得了很大进展。按规模生产的Optimus机器人成本将在2万美元至3万美元之间。特斯拉We Robot发布会上,Optimus机器人进行了集体舞蹈,展示了机器人的灵活性。</p><p class=\"t-img-caption\"><img src=\"https://static.tigerbbs.com/602282fb1848a4279400824e9e17c9a5\" title=\"\" tg-width=\"2536\" tg-height=\"1426\"/></p><p>特斯拉We Robot发布会后的参观活动上,Optimus机器人为参观者提供了酒水服务。</p><p class=\"t-img-caption\"><img src=\"https://static.tigerbbs.com/6ec25967d3969481e8e30bef34189dee\" title=\"\" tg-width=\"2514\" tg-height=\"1408\"/></p></body></html>\n\n</article>\n</div>\n</body>\n</html>\n","type":0,"thumbnail":"https://static.tigerbbs.com/593f7a93b4cb3858c848a27f6570778f","relate_stocks":{"TSLL":"Direxion Daily TSLA Bull 2X Shares","SG9999015945.SGD":"LionGlobal Disruptive Innovation Fund A SGD","BK4551":"寇图资本持仓","BK4581":"高盛持仓","IE00BWXC8680.SGD":"PINEBRIDGE US LARGE CAP RESEARCH ENHANCED \"A5\" (SGD) ACC","SG9999015986.USD":"LIONGLOBAL DISRUPTIVE INNOVATION \"I\" (USD) ACC","LU1145028129.USD":"ALLIANZ INCOME AND GROWTH \"AQ\" (USD) INC","LU2023250330.USD":"ALLIANZ INCOME AND GROWTH \"AMG\" (USD) INC","BK4099":"汽车制造商","BK4511":"特斯拉概念","LU1720051017.SGD":"Allianz Global Artificial Intelligence AT Acc H2-SGD","LU1861215975.USD":"贝莱德新一代科技基金 A2","LU1548497426.USD":"安联环球人工智能AT Acc","LU0316494557.USD":"FRANKLIN GLOBAL FUNDAMENTAL STRATEGIES \"A\" ACC","LU0198837287.USD":"UBS (LUX) EQUITY SICAV - USA GROWTH \"P\" (USD) ACC","LU1861220033.SGD":"Blackrock Next Generation Technology A2 SGD-H","LU0820561818.USD":"安联收益及增长平衡基金Cl AM DIS","TSLA":"特斯拉","BK4592":"伊斯兰概念","LU2063271972.USD":"富兰克林创新领域基金"},"source_url":"","is_english":false,"share_image_url":"https://static.laohu8.com/e9f99090a1c2ed51c021029395664489","article_id":"1134226258","content_text":"【直播回放】特斯拉“WE, ROBOT” 发布会10月11日,当地时间10月10日周四19:00(北京时间11日上午10:00),特斯拉在加利福尼亚州伯班克华纳兄弟工作室举行“Robotaxi Day”活动,活动主题口号为“We,Robot”。特斯拉推出名为CyberCab的无人驾驶出租车和无人驾驶Model Y。特斯拉美股夜盘大幅异动,一度涨超5%,随后直线跳水,现跌超4%。Cybercab成本低于3万美元,将于2026年投产直播画面显示,马斯克驾乘双门车辆抵达Robotaxi活动现场。马斯克:如您所见,我刚刚乘坐“Cybercab”到达活动现场。还有20辆同样的车在路上行驶。正如您所见,车内没有人在驾驶。我们有50辆可以全自动驾驶的汽车。马斯克表示,Cybercab没有方向盘和踏板。预计Cybercab的成本将低于30,000美元,预计将于2026年投入生产。2027年之前,我们会以非常高的产量生产这款车辆。他还表示,Model 3和Model Y的无人驾驶技术也会大幅提升,将实现无人监管的FSD技术。无人驾驶货车Robovan首秀,一次最多装载20人马斯克宣布推出Robovan(无人驾驶厢式汽车),该车可以乘坐20人或运载货物。Optimus机器人量产成本为2万-3万美元马斯克:我们在Optimus机器人方面取得了很大进展。按规模生产的Optimus机器人成本将在2万美元至3万美元之间。特斯拉We Robot发布会上,Optimus机器人进行了集体舞蹈,展示了机器人的灵活性。特斯拉We Robot发布会后的参观活动上,Optimus机器人为参观者提供了酒水服务。","news_type":1},"isVote":1,"tweetType":1,"viewCount":51,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"CN","totalScore":0},{"id":356178649333832,"gmtCreate":1727967143719,"gmtModify":1727967144838,"author":{"id":"3493200510621477","authorId":"3493200510621477","name":"英雄2","avatar":"https://static.tigerbbs.com/abb89726bd0ae7d7818ec639ec27a18c","crmLevel":8,"crmLevelSwitch":0,"followedFlag":false,"idStr":"3493200510621477","authorIdStr":"3493200510621477"},"themes":[],"htmlText":"<a href=\"https://laohu8.com/S/TSLA\">$特斯拉(TSLA)$ </a> 技术性调整","listText":"<a href=\"https://laohu8.com/S/TSLA\">$特斯拉(TSLA)$ </a> 技术性调整","text":"$特斯拉(TSLA)$ 技术性调整","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":0,"commentSize":0,"repostSize":0,"link":"https://laohu8.com/post/356178649333832","isVote":1,"tweetType":1,"viewCount":449,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"CN","totalScore":0},{"id":355974901711080,"gmtCreate":1727917401760,"gmtModify":1727917403508,"author":{"id":"3493200510621477","authorId":"3493200510621477","name":"英雄2","avatar":"https://static.tigerbbs.com/abb89726bd0ae7d7818ec639ec27a18c","crmLevel":8,"crmLevelSwitch":0,"followedFlag":false,"idStr":"3493200510621477","authorIdStr":"3493200510621477"},"themes":[],"htmlText":"<a href=\"https://laohu8.com/S/COIN\">$Coinbase Global, Inc.(COIN)$ </a> 脚踩实了,该跑起来了","listText":"<a href=\"https://laohu8.com/S/COIN\">$Coinbase Global, Inc.(COIN)$ </a> 脚踩实了,该跑起来了","text":"$Coinbase Global, Inc.(COIN)$ 脚踩实了,该跑起来了","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":0,"commentSize":0,"repostSize":0,"link":"https://laohu8.com/post/355974901711080","isVote":1,"tweetType":1,"viewCount":252,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"CN","totalScore":0},{"id":351072751763680,"gmtCreate":1726733500950,"gmtModify":1726733812610,"author":{"id":"3493200510621477","authorId":"3493200510621477","name":"英雄2","avatar":"https://static.tigerbbs.com/abb89726bd0ae7d7818ec639ec27a18c","crmLevel":8,"crmLevelSwitch":0,"followedFlag":false,"idStr":"3493200510621477","authorIdStr":"3493200510621477"},"themes":[],"htmlText":"特朗普上台美股还能嗨几年,哈里斯上台美股直接崩溃","listText":"特朗普上台美股还能嗨几年,哈里斯上台美股直接崩溃","text":"特朗普上台美股还能嗨几年,哈里斯上台美股直接崩溃","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":0,"commentSize":0,"repostSize":0,"link":"https://laohu8.com/post/351072751763680","repostId":"2468233510","repostType":2,"repost":{"id":"2468233510","pubTimestamp":1726729478,"share":"https://www.laohu8.com/m/news/2468233510?lang=&edition=full","pubTime":"2024-09-19 15:04","market":"us","language":"zh","title":"达利欧:美联储面临艰难平衡,“巨额债务”或受其干预!","url":"https://stock-news.laohu8.com/highlight/detail?id=2468233510","media":"金十数据","summary":"当市场没有足够的买家来承担债务供应时,可能会出现利率必须上升或者美联储可能不得不介入购买的情况,而达利欧认为美联储会这么做。","content":"<html><head></head><body><p>随着美联储自新冠疫情初期以来首次降息,亿万富翁投资者、<strong>桥水基金创始人雷·达利欧指出了美国经济仍然面临“大量的债务”的问题。</strong></p>\n<p>美联储决定将联邦基金利率下调50个基点至4.75%至5%之间。该利率不仅决定了银行的短期借贷成本,而且还影响到了诸如房贷、车贷和信用卡等各类消费产品。</p>\n<p>达利欧在接受采访时说道,<strong>“美联储面临的挑战是将利率保持在一个对债权人有利的足够高的水平,同时又不能太高以至于对债务人造成问题”</strong>,他指出了这一“平衡行为”的难度。</p>\n<p>美国财政部最近报告称,今年政府已花费超过1万亿美元来支付其35.3万亿美元的国家债务的利息。债务服务成本的增加与8月份美国预算赤字的大幅上升同步发生,今年的赤字已接近2万亿美元。</p>\n<p>周三,达利欧将债务、货币和经济周期列入影响全球经济的五大驱动力之中。周四,他进一步阐述了自己的观点,称自己对“由政府创造并通过中央银行货币化产生的大量债务”普遍感兴趣。“这些规模在我一生中从未出现过。”</p>\n<p>在疫情期间,世界各国政府积累了创纪录的债务负担,以资助刺激计划和其他经济措施来防止经济崩溃。</p>\n<p>当被问及他的展望以及是否看到迫在眉睫的信贷问题时,达利欧回答说他没有看到这种情况。他说:“我看到的是,<strong>由于人为的低实际利率,债务的价值将大幅贬值,所以你不会得到补偿</strong><strong>。</strong>”</p>\n<p>虽然“经济处于相对均衡状态”,但达利欧指出,有“大量”需要再融资和出售的新政府债务。</p>\n<p>达利欧担心的是,无论是特朗普还是哈里斯都不会优先考虑债务可持续性,这意味着无论谁赢得即将举行的总统选举,这些压力都不太可能缓解。</p>\n<p>“我认为随着时间的推移,<strong>债务货币化的路径将越来越多,类似于日本的情况</strong>”,达利欧指出日本是如何通过人为压低利率来贬值日元并降低日本债券价值的。</p>\n<p>他说:“日本债券的价值已经下降了90%,因此每年通过人为压低收益率来征收巨大的税负。”</p>\n<p>多年来,日本央行坚持其负利率制度,开始了世界上最激进的货币宽松实践之一。直到今年三月,日本央行才提高了利率。</p>\n<p>此外,当市场没有足够的买家来承担债务供应时,<strong>可能会出现利率必须上升或者美联储可能不得不介入购买的情况,而达利欧认为他们会这么做。</strong>“<strong>我认为美联储的干预将是一个非常重大的负面事件</strong>,”这位亿万富翁说。债务过剩也提出了如何偿还的问题。</p>\n<p>他说:“如果我们是在硬通货条件下,那么你会遇到信贷事件。但是在法定货币条件下,你会看到由央行购买的债务,即债务货币化。”</p>\n<p>在这种情况下,<strong>达利欧预计市场将看到所有货币都会贬值</strong>,因为它们都是相对的。</p>\n<p>他说:“<strong>所以我预计我们会看到一个非常类似于上世纪</strong><strong>70年代,或是1930年至1945</strong><strong>年时期的环境</strong>。”</p>\n<p>对于自己的投资组合,达利欧声称自己不喜欢债务资产:“所以我如果要偏向某个方向,那就是在债券等债务资产上的配置少于平均水平。”</p></body></html>","source":"xnew_highlight","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>达利欧:美联储面临艰难平衡,“巨额债务”或受其干预!</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达利欧:美联储面临艰难平衡,“巨额债务”或受其干预!\n</h2>\n\n<h4 class=\"meta\">\n\n\n2024-09-19 15:04 北京时间 <a href=https://xnews.jin10.com/webapp/details.html?id=148554&type=news&data_type=0><strong>金十数据</strong></a>\n\n\n</h4>\n\n</header>\n<article>\n<div>\n<p>随着美联储自新冠疫情初期以来首次降息,亿万富翁投资者、桥水基金创始人雷·达利欧指出了美国经济仍然面临“大量的债务”的问题。\n美联储决定将联邦基金利率下调50个基点至4.75%至5%之间。该利率不仅决定了银行的短期借贷成本,而且还影响到了诸如房贷、车贷和信用卡等各类消费产品。\n达利欧在接受采访时说道,“美联储面临的挑战是将利率保持在一个对债权人有利的足够高的水平,同时又不能太高以至于对债务人造成问题...</p>\n\n<a href=\"https://xnews.jin10.com/webapp/details.html?id=148554&type=news&data_type=0\">Web Link</a>\n\n</div>\n\n\n</article>\n</div>\n</body>\n</html>\n","type":0,"thumbnail":"https://static.tigerbbs.com/a3def552b51f0ef4a94d1adbd504cbde","relate_stocks":{"IVV":"标普500指数ETF","BK4559":"巴菲特持仓","BK4588":"碎股","SPXU":"三倍做空标普500ETF","BK4581":"高盛持仓","SDS":"两倍做空标普500ETF","BK4504":"桥水持仓","BK4550":"红杉资本持仓","BK4534":"瑞士信贷持仓","SPY":"标普500ETF","OEF":"标普100指数ETF-iShares","OEX":"标普100","SH":"标普500反向ETF","SSO":"两倍做多标普500ETF",".SPX":"S&P 500 Index","BK4585":"ETF&股票定投概念"},"source_url":"https://xnews.jin10.com/webapp/details.html?id=148554&type=news&data_type=0","is_english":false,"share_image_url":"https://static.laohu8.com/e9f99090a1c2ed51c021029395664489","article_id":"2468233510","content_text":"随着美联储自新冠疫情初期以来首次降息,亿万富翁投资者、桥水基金创始人雷·达利欧指出了美国经济仍然面临“大量的债务”的问题。\n美联储决定将联邦基金利率下调50个基点至4.75%至5%之间。该利率不仅决定了银行的短期借贷成本,而且还影响到了诸如房贷、车贷和信用卡等各类消费产品。\n达利欧在接受采访时说道,“美联储面临的挑战是将利率保持在一个对债权人有利的足够高的水平,同时又不能太高以至于对债务人造成问题”,他指出了这一“平衡行为”的难度。\n美国财政部最近报告称,今年政府已花费超过1万亿美元来支付其35.3万亿美元的国家债务的利息。债务服务成本的增加与8月份美国预算赤字的大幅上升同步发生,今年的赤字已接近2万亿美元。\n周三,达利欧将债务、货币和经济周期列入影响全球经济的五大驱动力之中。周四,他进一步阐述了自己的观点,称自己对“由政府创造并通过中央银行货币化产生的大量债务”普遍感兴趣。“这些规模在我一生中从未出现过。”\n在疫情期间,世界各国政府积累了创纪录的债务负担,以资助刺激计划和其他经济措施来防止经济崩溃。\n当被问及他的展望以及是否看到迫在眉睫的信贷问题时,达利欧回答说他没有看到这种情况。他说:“我看到的是,由于人为的低实际利率,债务的价值将大幅贬值,所以你不会得到补偿。”\n虽然“经济处于相对均衡状态”,但达利欧指出,有“大量”需要再融资和出售的新政府债务。\n达利欧担心的是,无论是特朗普还是哈里斯都不会优先考虑债务可持续性,这意味着无论谁赢得即将举行的总统选举,这些压力都不太可能缓解。\n“我认为随着时间的推移,债务货币化的路径将越来越多,类似于日本的情况”,达利欧指出日本是如何通过人为压低利率来贬值日元并降低日本债券价值的。\n他说:“日本债券的价值已经下降了90%,因此每年通过人为压低收益率来征收巨大的税负。”\n多年来,日本央行坚持其负利率制度,开始了世界上最激进的货币宽松实践之一。直到今年三月,日本央行才提高了利率。\n此外,当市场没有足够的买家来承担债务供应时,可能会出现利率必须上升或者美联储可能不得不介入购买的情况,而达利欧认为他们会这么做。“我认为美联储的干预将是一个非常重大的负面事件,”这位亿万富翁说。债务过剩也提出了如何偿还的问题。\n他说:“如果我们是在硬通货条件下,那么你会遇到信贷事件。但是在法定货币条件下,你会看到由央行购买的债务,即债务货币化。”\n在这种情况下,达利欧预计市场将看到所有货币都会贬值,因为它们都是相对的。\n他说:“所以我预计我们会看到一个非常类似于上世纪70年代,或是1930年至1945年时期的环境。”\n对于自己的投资组合,达利欧声称自己不喜欢债务资产:“所以我如果要偏向某个方向,那就是在债券等债务资产上的配置少于平均水平。”","news_type":1},"isVote":1,"tweetType":1,"viewCount":233,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"CN","totalScore":0},{"id":241472380952776,"gmtCreate":1699981639713,"gmtModify":1699985908233,"author":{"id":"3493200510621477","authorId":"3493200510621477","name":"英雄2","avatar":"https://static.tigerbbs.com/abb89726bd0ae7d7818ec639ec27a18c","crmLevel":8,"crmLevelSwitch":0,"followedFlag":false,"idStr":"3493200510621477","authorIdStr":"3493200510621477"},"themes":[],"htmlText":"贾老板玩不转了呀","listText":"贾老板玩不转了呀","text":"贾老板玩不转了呀","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":0,"commentSize":0,"repostSize":0,"link":"https://laohu8.com/post/241472380952776","repostId":"1145802137","repostType":2,"repost":{"id":"1145802137","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":1699918841,"share":"https://www.laohu8.com/m/news/1145802137?lang=&edition=full","pubTime":"2023-11-14 07:40","market":"us","language":"zh","title":"法拉第未来Q3汽车销售营收55.1万美元,净亏损7800万美元","url":"https://stock-news.laohu8.com/highlight/detail?id=1145802137","media":"老虎资讯综合","summary":"11月13日美股盘后,法拉第未来发布2023年第三季度业绩。财报显示,三季度营收55万美元,市场预期15万美元;净利润7800万美元,市场预期5600万美元,去年同期1.03亿美元;每股亏损3.78美元,去年同期每股亏损0.31美元。财报发布后,法拉第未来盘后跌近3%。","content":"<html><head></head><body><p>11月13日美股盘后,<a href=\"https://laohu8.com/S/FFIE\">法拉第未来</a>发布2023年第三季度业绩。财报显示,三季度汽车销售营收55万美元,市场预期15万美元;净亏损7800万美元,市场预期净亏损5600万美元,去年同期净亏损1.03亿美元;每股亏损3.78美元,去年同期每股亏损0.31美元。</p><p class=\"t-img-caption\"><img src=\"https://static.tigerbbs.com/6e3a473c37e342117bfaf70d66ba73b8\" title=\"\" tg-width=\"828\" tg-height=\"744\"/></p><p>财报发布后,法拉第未来盘后跌近3%。</p><p class=\"t-img-caption\"><img src=\"https://static.tigerbbs.com/29e4edd62623a17ec6ef93cbdfbf5a7f\" title=\"\" tg-width=\"858\" tg-height=\"829\"/></p><p></p></body></html>","collect":0,"html":"<!DOCTYPE html>\n<html>\n<head>\n<meta http-equiv=\"Content-Type\" content=\"text/html; charset=utf-8\" />\n<meta name=\"viewport\" content=\"width=device-width,initial-scale=1.0,minimum-scale=1.0,maximum-scale=1.0,user-scalable=no\"/>\n<meta name=\"format-detection\" content=\"telephone=no,email=no,address=no\" />\n<title>法拉第未来Q3汽车销售营收55.1万美元,净亏损7800万美元</title>\n<style type=\"text/css\">\na,abbr,acronym,address,applet,article,aside,audio,b,big,blockquote,body,canvas,caption,center,cite,code,dd,del,details,dfn,div,dl,dt,\nem,embed,fieldset,figcaption,figure,footer,form,h1,h2,h3,h4,h5,h6,header,hgroup,html,i,iframe,img,ins,kbd,label,legend,li,mark,menu,nav,\nobject,ol,output,p,pre,q,ruby,s,samp,section,small,span,strike,strong,sub,summary,sup,table,tbody,td,tfoot,th,thead,time,tr,tt,u,ul,var,video{ font:inherit;margin:0;padding:0;vertical-align:baseline;border:0 }\nbody{ font-size:16px; line-height:1.5; color:#999; background:transparent; }\n.wrapper{ overflow:hidden;word-break:break-all;padding:10px; }\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法拉第未来Q3汽车销售营收55.1万美元,净亏损7800万美元\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\">2023-11-14 07:40</p>\n</div>\n\n</a>\n\n\n</h4>\n\n</header>\n<article>\n<html><head></head><body><p>11月13日美股盘后,<a href=\"https://laohu8.com/S/FFIE\">法拉第未来</a>发布2023年第三季度业绩。财报显示,三季度汽车销售营收55万美元,市场预期15万美元;净亏损7800万美元,市场预期净亏损5600万美元,去年同期净亏损1.03亿美元;每股亏损3.78美元,去年同期每股亏损0.31美元。</p><p class=\"t-img-caption\"><img src=\"https://static.tigerbbs.com/6e3a473c37e342117bfaf70d66ba73b8\" title=\"\" tg-width=\"828\" tg-height=\"744\"/></p><p>财报发布后,法拉第未来盘后跌近3%。</p><p class=\"t-img-caption\"><img src=\"https://static.tigerbbs.com/29e4edd62623a17ec6ef93cbdfbf5a7f\" title=\"\" tg-width=\"858\" tg-height=\"829\"/></p><p></p></body></html>\n\n</article>\n</div>\n</body>\n</html>\n","type":0,"thumbnail":"https://static.tigerbbs.com/da02b327d14fbb528d302ef2b9995bf1","relate_stocks":{"FFIE":"Faraday Future"},"source_url":"","is_english":false,"share_image_url":"https://static.laohu8.com/e9f99090a1c2ed51c021029395664489","article_id":"1145802137","content_text":"11月13日美股盘后,法拉第未来发布2023年第三季度业绩。财报显示,三季度汽车销售营收55万美元,市场预期15万美元;净亏损7800万美元,市场预期净亏损5600万美元,去年同期净亏损1.03亿美元;每股亏损3.78美元,去年同期每股亏损0.31美元。财报发布后,法拉第未来盘后跌近3%。","news_type":1},"isVote":1,"tweetType":1,"viewCount":543,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"CN","totalScore":0},{"id":236086004826400,"gmtCreate":1698660155054,"gmtModify":1698660620741,"author":{"id":"3493200510621477","authorId":"3493200510621477","name":"英雄2","avatar":"https://static.tigerbbs.com/abb89726bd0ae7d7818ec639ec27a18c","crmLevel":8,"crmLevelSwitch":0,"followedFlag":false,"idStr":"3493200510621477","authorIdStr":"3493200510621477"},"themes":[],"htmlText":"股市上涨的三个基础条件,石油价格下跌,人民币兑美元汇率下跌。央行继续量化宽松。不然涨一点还得回来","listText":"股市上涨的三个基础条件,石油价格下跌,人民币兑美元汇率下跌。央行继续量化宽松。不然涨一点还得回来","text":"股市上涨的三个基础条件,石油价格下跌,人民币兑美元汇率下跌。央行继续量化宽松。不然涨一点还得回来","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":0,"commentSize":0,"repostSize":0,"link":"https://laohu8.com/post/236086004826400","repostId":"1104653763","repostType":2,"repost":{"id":"1104653763","pubTimestamp":1698659155,"share":"https://www.laohu8.com/m/news/1104653763?lang=&edition=full","pubTime":"2023-10-30 17:45","market":"us","language":"zh","title":"全球资管巨头景顺:我们卖了日股,正在买入中国股票","url":"https://stock-news.laohu8.com/highlight/detail?id=1104653763","media":"华尔街见闻","summary":"相对而言中国资产具有更良好的投资价值。","content":"<html><head></head><body><p>作者:赵颖</p><p>去年表现优于91%同行的资管巨头景顺押注日元跌势将止,并已将做多日本出口企业的收益收入囊中,转而买入估值相对便宜的中国股票。</p><p style=\"text-align: justify;\">周一,据媒体报道,Invesco Pacific Fund UK(英国景顺太平洋基金)基金经理Tony Roberts表示,由于日元贬值带来的利好减弱,<strong>该基金已经削减了本田汽车等日本出口企业的股票头寸。</strong></p><p style=\"text-align: justify;\"><strong>与此同时,Roberts增持了中国股票,他指出,相对而言中国资产具有更良好的投资价值。</strong></p><p style=\"text-align: justify;\">Roberts对日币触底的预期与其他分析师的预测一致,市场普遍预期美元兑日元将反弹至145。这是由于人们猜测日本央行很快将扭转宽松货币政策,将为日元提供支撑。另一方面,如果日元过度疲软,当局可能会干预外汇市场买入日元。</p><h2 id=\"id_125941630\" style=\"text-align: start;\">日元将不会继续走软 对日股的支撑作用减弱</h2><p style=\"text-align: justify;\">日本占景顺太平洋基金地域配置的三分之一,尽管该基金已经削减了本田汽车等出口企业的头寸,但本田仍然是Roberts在该国最大持仓股票。</p><p style=\"text-align: justify;\">受日元贬值提振和出口企业利润增加的推动,本田股价今年迄今已上涨 58%,几乎是东证指数涨幅的三倍。尽管近期有所回落,但日本主要股指今年迄今已累计上涨超过 18%,超过了全球大多数其他股指。</p><p style=\"text-align: justify;\">Roberts指出:</p><blockquote><p style=\"text-align: justify;\"><strong>货币贬值加上日本推动改善公司治理,是今年迄今为止日股上涨的最大利好因素。</strong>例如,东京证券交易所一直在敦促公司采取措施提升市值。</p><p style=\"text-align: justify;\"><strong>虽然预计治理改革将继续帮助日本股市,但日元的支撑作用正在减弱。</strong></p></blockquote><p style=\"text-align: justify;\">日本央行政策转向预期升温,目前日本通胀率已连续18个月超过日本央行2%的目标,10月份东京的消费价格增长超预期加快。物价上涨可能会增加决策者的压力,使他们不得不防止日元进一步走软和通胀恶化。</p><p style=\"text-align: justify;\"><strong>日元下跌的主要推动因素之一是日债、美债收益率之间的利差</strong>,美债收益率本月触及5%,而日本10年期国债收益率约为0.88%。<strong>Roberts认为,未来这种差距“更有可能缩小而不是扩大”。</strong></p><h2 id=\"id_3927962917\" style=\"text-align: start;\">看好中国股票低估值</h2><p style=\"text-align: justify;\">相对而言,Roberts增持了中国股票,他表示相对而言,中国股票有不错的价值。</p><p style=\"text-align: justify;\">Roberts表示,看看估值,就会发现围绕中国股票估值相当便宜。根据摩根士丹利资本国际公司的数据,中国股票的一年期远期市盈率约为10倍,而日本股票的这一比率约为15倍。</p><p style=\"text-align: justify;\">根据媒体汇编的数据,自2022年1月以来,与MSCI亚太指数基准相比,这只规模3.12亿美元的基金一直增持中国股票,中国占其投资组合的20%。</p><p style=\"text-align: justify;\"><strong>在中国股票中,Roberts看好现金持有量超过负债的房地产开发商、能与日本或德国公司竞争的工业自动化公司,以及可以吸引参保人口来实现增长的保险公司等类别的企业。</strong></p></body></html>","source":"live_wallstreetcn","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>全球资管巨头景顺:我们卖了日股,正在买入中国股票</title>\n<style type=\"text/css\">\na,abbr,acronym,address,applet,article,aside,audio,b,big,blockquote,body,canvas,caption,center,cite,code,dd,del,details,dfn,div,dl,dt,\nem,embed,fieldset,figcaption,figure,footer,form,h1,h2,h3,h4,h5,h6,header,hgroup,html,i,iframe,img,ins,kbd,label,legend,li,mark,menu,nav,\nobject,ol,output,p,pre,q,ruby,s,samp,section,small,span,strike,strong,sub,summary,sup,table,tbody,td,tfoot,th,thead,time,tr,tt,u,ul,var,video{ 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}\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全球资管巨头景顺:我们卖了日股,正在买入中国股票\n</h2>\n\n<h4 class=\"meta\">\n\n\n2023-10-30 17:45 北京时间 <a href=https://wallstreetcn.com/articles/3700779><strong>华尔街见闻</strong></a>\n\n\n</h4>\n\n</header>\n<article>\n<div>\n<p>作者:赵颖去年表现优于91%同行的资管巨头景顺押注日元跌势将止,并已将做多日本出口企业的收益收入囊中,转而买入估值相对便宜的中国股票。周一,据媒体报道,Invesco Pacific Fund UK(英国景顺太平洋基金)基金经理Tony Roberts表示,由于日元贬值带来的利好减弱,该基金已经削减了本田汽车等日本出口企业的股票头寸。与此同时,Roberts增持了中国股票,他指出,相对而言中国资产...</p>\n\n<a href=\"https://wallstreetcn.com/articles/3700779\">Web Link</a>\n\n</div>\n\n\n</article>\n</div>\n</body>\n</html>\n","type":0,"thumbnail":"https://static.tigerbbs.com/68da0043a3f7932eb6870829ddb8962d","relate_stocks":{"KWEB":"中国海外互联网ETF-KraneShares"},"source_url":"https://wallstreetcn.com/articles/3700779","is_english":false,"share_image_url":"https://static.laohu8.com/cc96873d3d23ee6ac10685520df9c100","article_id":"1104653763","content_text":"作者:赵颖去年表现优于91%同行的资管巨头景顺押注日元跌势将止,并已将做多日本出口企业的收益收入囊中,转而买入估值相对便宜的中国股票。周一,据媒体报道,Invesco Pacific Fund UK(英国景顺太平洋基金)基金经理Tony Roberts表示,由于日元贬值带来的利好减弱,该基金已经削减了本田汽车等日本出口企业的股票头寸。与此同时,Roberts增持了中国股票,他指出,相对而言中国资产具有更良好的投资价值。Roberts对日币触底的预期与其他分析师的预测一致,市场普遍预期美元兑日元将反弹至145。这是由于人们猜测日本央行很快将扭转宽松货币政策,将为日元提供支撑。另一方面,如果日元过度疲软,当局可能会干预外汇市场买入日元。日元将不会继续走软 对日股的支撑作用减弱日本占景顺太平洋基金地域配置的三分之一,尽管该基金已经削减了本田汽车等出口企业的头寸,但本田仍然是Roberts在该国最大持仓股票。受日元贬值提振和出口企业利润增加的推动,本田股价今年迄今已上涨 58%,几乎是东证指数涨幅的三倍。尽管近期有所回落,但日本主要股指今年迄今已累计上涨超过 18%,超过了全球大多数其他股指。Roberts指出:货币贬值加上日本推动改善公司治理,是今年迄今为止日股上涨的最大利好因素。例如,东京证券交易所一直在敦促公司采取措施提升市值。虽然预计治理改革将继续帮助日本股市,但日元的支撑作用正在减弱。日本央行政策转向预期升温,目前日本通胀率已连续18个月超过日本央行2%的目标,10月份东京的消费价格增长超预期加快。物价上涨可能会增加决策者的压力,使他们不得不防止日元进一步走软和通胀恶化。日元下跌的主要推动因素之一是日债、美债收益率之间的利差,美债收益率本月触及5%,而日本10年期国债收益率约为0.88%。Roberts认为,未来这种差距“更有可能缩小而不是扩大”。看好中国股票低估值相对而言,Roberts增持了中国股票,他表示相对而言,中国股票有不错的价值。Roberts表示,看看估值,就会发现围绕中国股票估值相当便宜。根据摩根士丹利资本国际公司的数据,中国股票的一年期远期市盈率约为10倍,而日本股票的这一比率约为15倍。根据媒体汇编的数据,自2022年1月以来,与MSCI亚太指数基准相比,这只规模3.12亿美元的基金一直增持中国股票,中国占其投资组合的20%。在中国股票中,Roberts看好现金持有量超过负债的房地产开发商、能与日本或德国公司竞争的工业自动化公司,以及可以吸引参保人口来实现增长的保险公司等类别的企业。","news_type":1},"isVote":1,"tweetType":1,"viewCount":1609,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"CN","totalScore":0}],"lives":[]}