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MuaSun

MuaSun

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IP属地：浙江

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0勋章

02-06

吹破了存储，开始吹CPU了，这明显就是……

空前的半导体存储器泡沫已经到来？

01-23

‌预感有20-25%的空‌

2025-12-26

最担心这个哥们出售arm,估计过几天开始出公告了

独家-软银计划出售部分在中国滴滴出行的股份以筹备预期中的香港IPO

2025-12-18

$美光科技(MU)$ 最后只剩下3个点[开心] [开心] [开心]

2025-12-18

$美光科技(MU)$ 这个业绩已经透支了4倍涨幅了，还想怎样嘛

2025-12-18

$美光科技(MU)$ 双M[开心] [开心] [开心]

2025-12-05

$ARM Holdings(ARM)$ 特斯拉下一代自研芯片采用ARM架构，预计2026年投产，面向无人驾驶和机器人。特斯拉当前主流芯片不用ARM架构，不过其即将推出的AI5芯片确定采用ARM架构。具体芯片架构应用情况如下： 1. 当前车载核心芯片：智能座舱方面，特斯拉早期MCU1.0用NVIDIA的Tegra3，MCU2.0用英特尔Atom芯片，如今MCU3.0已升级为AMD锐龙嵌入式APU，均为X86架构；自动驾驶硬件上，HW3.0的FSD芯片用Cortex - A72集群，HW4.0的FSD 2代用三星Exynos IP的CPU，虽有ARM架构相关IP应用，但并非主流设计，且整体未采用纯ARM架构方案。特斯拉下一代自研AI5芯片：这款专为汽车和机器人打造的芯片，明确采用ARM架构，其AI性能据称是上一代芯片的40倍。该芯片已完成设计评审，计划2026年底投产，后续将用于支撑自动驾驶、人形机器人等场景的高算力需求。

2025-11-05

骗人解盘了

抱歉，原内容已删除

2025-09-27

现在是到处讲故事化缘了，最后还是一地鸡毛

市场消息：英特尔与台积电接洽，寻求投资或合作

2025-07-31

$英特尔(INTC)$ 这个真是垃圾

2025-07-30

‌$诺和诺德(NVO)$ ‌这样子搞，感觉50也顶不住，40都难说

2025-07-10

只要是华尔街的人都可以出来胡说八道了。你可是没看到那个猴子在乱蹦啊。和天都和斗都可以，但是你千万不要跟人斗。对方还是一把手！捏死你很容易

抛售过头了！华尔街多头力证：特斯拉被严重错杀

2025-07-01

‌$诺和诺德(NVO)$ ‌‌垃圾是不是有病？

2025-07-01

‌$特斯拉(TSLA)$ ‌‌$特斯拉(TSLA)$ ‌感觉这个票是非太多

2025-06-27

‌$特斯拉(TSLA)$ ‌哎完犊子了。过两天就是一季度的报告。。一时半会起不来

2025-06-27

‌$特斯拉(TSLA)$ ‌小米跳水了说明一切问题啊

2025-06-27

‌$小米集团-W(01810)$ ‌订单是黄牛刷的，看看咸鱼吧，造孽

2025-06-27

‌$小米集团-W(01810)$ ‌ 高了，不及预期。撤

2025-06-26

这个肯定是收钱了，还发了几遍。。。别人是靠汽车自动驾驶吗？靠的是FSD给人形机器人使用，当然你可以看到以后的特斯拉飞行器。

瑞银：Q2汽车交付恐令市场失望，重申特斯拉“卖出”评级

2025-06-26

股价上涨了就看到1000-2000，如果股价下跌就看到100-120，这群机构是真不要FACE啊

瑞银：Q2汽车交付恐令市场失望，重申特斯拉“卖出”评级

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21:30","market":"us","language":"zh","title":"空前的半导体存储器泡沫已经到来？","url":"https://stock-news.laohu8.com/highlight/detail?id=2609594643","media":"36氪","summary":"半导体存储器DRAM指标产品2025年11～12月的大宗交易价格与9月相比上涨了4成，与2024年12月相比涨幅超过3倍。来源｜日经中文网封面来源｜Unsplash半导体存储器DRAM的价格进一步上涨。大宗交易价格由作为卖方的存储器厂商、与作为买方的设备厂商和模块制造商按月或按季度协商确定。由于供不应求，2025年10月出现了无法形成大宗交易价格的罕见事态。另一家商社的负责人表示：“波及指标品以外的空前的半导体存储器泡沫已经到来”。","content":"<html><body><article><img src=\"https://mmbiz.qpic.cn/sz_mmbiz_png/o02wSnKAPeEe0Iwa94wuvlLRCra5080uMZq8OBy3OoYlYLptWibQibwO8rkvCQNibzAgrYXfCksztdYiacQrwG6YU1ezVaXoicQHSn0aagJ8PbaQ/640?wx_fmt=png&amp;from=appmsg\"/><img src=\"https://fid-75186.picgzc.qpic.cn/20260206223317197v152wh1rilv8mgp\"/><p>半导体存储器DRAM指标产品2025年11～12月的大宗交易价格与9月相比上涨了4成，与2024年12月相比涨幅超过3倍。由于AI投资竞争持续升温，大型企业优先向AI用途供货，而PC等民生领域的产品供应不足，部分终端产品面临涨价……</p><img src=\"https://fid-75186.picgzc.qpic.cn/20260206223323515v15247vj31a79ct\"/><img src=\"https://fid-75186.picgzc.qpic.cn/20260206223324321v1527xl24npcue5\"/><p><strong>来源｜</strong>日经中文网（ID：rijingzhongwenwang）</p><p><strong>封面来源</strong><strong>｜</strong>Unsplash</p><p>半导体存储器DRAM的价格进一步上涨。指标产品2025年11～12月的大宗交易价格与在9月的上一轮谈判达成的价格相比上涨了4成。全球大型企业优先向数据中心的人工智能（AI）服务器供货，用于个人电脑（PC）等民生领域的指标产品供应不足。需求方难以确保所需数量。</p><p>DRAM被安装于PC、智能手机和数据中心的服务器设备等，用于数据的临时存储。大宗交易价格由作为卖方的存储器厂商、与作为买方的设备厂商和模块制造商按月或按季度协商确定。</p><p>由于供不应求，2025年10月出现了无法形成大宗交易价格的罕见事态。虽然11～12月确定了价格，但“未能采购到希望的数量”（电子商社的高管）。也有人指出，DDR5及上代产品DDR3在2025年10～12月分别比前一季度上涨了4成～2倍，以及2～4倍。另一家商社的负责人表示：“波及指标品以外的空前的半导体存储器泡沫已经到来”。</p><img src=\"https://fid-75186.picgzc.qpic.cn/20260206223325010v1529zjovykdeau\"/><p>从2025年11～12月的大宗交易价格来看，作为指标的DDR4 8GB以6.36美元左右达成协议。容量较小的4GB也定在4.84美元左右。均比9月高出4成，与2024年12月相比涨幅超过3倍。</p><p>以超大规模云服务商(Hyperscaler)为中心，AI的投资竞争持续升温。韩国的<a href=\"https://laohu8.com/S/SSNLF\">三星电子</a>、SK海力士、美国的<a href=\"https://laohu8.com/S/MU\">美光科技</a>等3大DRAM厂商将生产转向面向AI的产品。这些厂商在停止和缩减DDR4生产的同时，正在加强下一代产品DDR5和用于AI服务器的“高带宽存储器（HBM）” 的生产。从DDR4来看，在3大厂商停产后，主要由台湾的南亚科技等公司供应，但尚未完全满足需求。</p><img src=\"https://fid-75186.picgzc.qpic.cn/20260206223325582v152qgnjz4c8s09\"/><p>由于DRAM价格上涨，部分终端产品不得不涨价。DRAM根据品种不同，用途也不同，DDR4和DDR5用于PC等。除了Mouse Computer（东京千代田区）从1月开始陆续提高产品价格之外，日本<a href=\"https://laohu8.com/S/HPQ\">惠普</a>的社长冈户伸树也表示：“本公司产品受到DRAM价格上涨的影响”，对于今后发售的新产品称：“存在价格上涨的可能性”。</p><p>美国调查公司IDC预测称，在悲观的情景下，2026年PC的供货量将比上年减少8.9%。也有市场相关人士指出，使用低功耗产品LPDDR的智能手机“在低价机型上明显受到DRAM价格上涨的影响”（美国调查公司Omdia的高级咨询总监南川明）。AI市场的扩大也正在对身边产品的供给和价格产生影响。</p><img src=\"https://fid-75186.picgzc.qpic.cn/20260206223326122v1527vrg7k89rp6\"/><p><strong>文章转载自日经中文网</strong></p><p><strong>关注查看更多内容</strong></p><img src=\"https://fid-75186.picgzc.qpic.cn/20260206223327689v1522gs4hpx48zl\"/><img src=\"https://fid-75186.picgzc.qpic.cn/20260206223328606v152b1sr9k0vj2h\"/><img src=\"https://fid-75186.picgzc.qpic.cn/20260206223335461v152vd7auygoo7a\"/><img src=\"https://fid-75186.picgzc.qpic.cn/20260206223422012v152p4cpvi7fshf\"/></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>空前的半导体存储器泡沫已经到来？</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 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class=\"title\">\n空前的半导体存储器泡沫已经到来？\n</h2>\n\n<h4 class=\"meta\">\n\n\n2026-02-06 21:30 北京时间&nbsp;&nbsp;&nbsp;<a href=http://gu.qq.com/resources/shy/news/detail-v2/index.html#/?id=nesSN2026020622342697a53aec&s=b><strong>36氪</strong></a>\n\n\n</h4>\n\n</header>\n<article>\n<div>\n<p>半导体存储器DRAM指标产品2025年11～12月的大宗交易价格与9月相比上涨了4成，与2024年12月相比涨幅超过3倍。由于AI投资竞争持续升温，大型企业优先向AI用途供货，而PC等民生领域的产品供应不足，部分终端产品面临涨价……来源｜日经中文网（ID：rijingzhongwenwang）封面来源｜Unsplash半导体存储器DRAM的价格进一步上涨。指标产品2025年11～12月的大宗...</p>\n\n<a href=\"http://gu.qq.com/resources/shy/news/detail-v2/index.html#/?id=nesSN2026020622342697a53aec&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":{"LU0274383776.USD":"MANULIFE GF US SMALL CAP EQUITY \"AA\" (USD) INC","LU0127658192.USD":"EASTSPRING INVESTMENTS GLOBAL TECHNOLOGY \"A\" (USD) ACC","LU2048586759.USD":"ALLIANZ SMART ENERGY \"AT\" (USD) ACC","LU0082616367.USD":"摩根大通美国科技A（dist）","LU2089985449.USD":"MANULIFE GF GLOBAL SEMICONDUCTOR 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SGD-H","BK4605":"半导体精选"},"source_url":"http://gu.qq.com/resources/shy/news/detail-v2/index.html#/?id=nesSN2026020622342697a53aec&s=b","is_english":false,"share_image_url":"https://static.laohu8.com/9a95c1376e76363c1401fee7d3717173","article_id":"2609594643","content_text":"半导体存储器DRAM指标产品2025年11～12月的大宗交易价格与9月相比上涨了4成，与2024年12月相比涨幅超过3倍。由于AI投资竞争持续升温，大型企业优先向AI用途供货，而PC等民生领域的产品供应不足，部分终端产品面临涨价……来源｜日经中文网（ID：rijingzhongwenwang）封面来源｜Unsplash半导体存储器DRAM的价格进一步上涨。指标产品2025年11～12月的大宗交易价格与在9月的上一轮谈判达成的价格相比上涨了4成。全球大型企业优先向数据中心的人工智能（AI）服务器供货，用于个人电脑（PC）等民生领域的指标产品供应不足。需求方难以确保所需数量。DRAM被安装于PC、智能手机和数据中心的服务器设备等，用于数据的临时存储。大宗交易价格由作为卖方的存储器厂商、与作为买方的设备厂商和模块制造商按月或按季度协商确定。由于供不应求，2025年10月出现了无法形成大宗交易价格的罕见事态。虽然11～12月确定了价格，但“未能采购到希望的数量”（电子商社的高管）。也有人指出，DDR5及上代产品DDR3在2025年10～12月分别比前一季度上涨了4成～2倍，以及2～4倍。另一家商社的负责人表示：“波及指标品以外的空前的半导体存储器泡沫已经到来”。从2025年11～12月的大宗交易价格来看，作为指标的DDR4 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06:15","market":"us","language":"zh","title":"市场消息：英特尔与台积电接洽，寻求投资或合作","url":"https://stock-news.laohu8.com/highlight/detail?id=1198736460","media":"老虎资讯综合","summary":"9月26日，据华尔街日报报道称，$英特尔 $已与$台积电$接洽，商讨投资或制造合作事宜。英特尔隔夜美股大幅收涨近9%，该股近三个交易日累涨逾18%。此前彭博社周三报道称，英特尔正在与苹果公司进行谈判。英特尔和台积电均拒绝对该报道发表评论。上周，$英伟达$宣布将向英特尔投资 50 亿美元，获得该公司约 4% 的股份。英特尔已投资数十亿美元建立代工业务，但一直难以与台积电竞争，也几乎没有吸引到外部客户。","content":"<html><head></head><body><p>9月26日，据华尔街日报报道称，<a href=\"https://laohu8.com/S/INTC\">英特尔</a>已与<a href=\"https://laohu8.com/S/TSM\">台积电</a>接洽，商讨投资或制造合作事宜。英特尔隔夜美股大幅收涨近9%，该股近三个交易日累涨逾18%。</p><p class=\"t-img-caption\"><img src=\"https://static.tigerbbs.com/50cdba21726d37ff76400bc6b691f751\" title=\"\" tg-width=\"560\" tg-height=\"240\"/></p><p style=\"text-align: justify;\">据悉，在美国总统特朗普上月对英特尔表现出兴趣之前，英特尔就已经在接触苹果和台积电。在获得美国政府入股后，英特尔加快了相关工作。</p><p>今年8月，美国政府与英特尔达成协议，将以约89亿美元收购英特尔9.9%的股份，成为其最大股东之一。这笔投资部分来自美国《芯片法案》提供的补贴。</p><p>美国政府正利用自身影响力帮助英特尔扭转颓势，商务部长卢特尼克及政府其他官员数月来一直敦促科技公司与英特尔更紧密合作。</p><p>日本软银集团上月宣布对英特尔投资20亿美元。本月早些时候，英伟达宣布，将向英特尔投资50亿美元，并与其联合开发PC与数据中心芯片。</p><p>英特尔曾是全球最大的半导体公司，但如今正深陷困境，其芯片代工业务近年来持续亏损，拖累了公司经营状况。</p><p>此前已有媒体报道了英特尔寻求苹果投资的消息。</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>市场消息：英特尔与台积电接洽，寻求投资或合作</title>\n<style 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href=\"https://laohu8.com/S/INTC\">英特尔</a>已与<a href=\"https://laohu8.com/S/TSM\">台积电</a>接洽，商讨投资或制造合作事宜。英特尔隔夜美股大幅收涨近9%，该股近三个交易日累涨逾18%。</p><p class=\"t-img-caption\"><img src=\"https://static.tigerbbs.com/50cdba21726d37ff76400bc6b691f751\" title=\"\" tg-width=\"560\" tg-height=\"240\"/></p><p style=\"text-align: justify;\">据悉，在美国总统特朗普上月对英特尔表现出兴趣之前，英特尔就已经在接触苹果和台积电。在获得美国政府入股后，英特尔加快了相关工作。</p><p>今年8月，美国政府与英特尔达成协议，将以约89亿美元收购英特尔9.9%的股份，成为其最大股东之一。这笔投资部分来自美国《芯片法案》提供的补贴。</p><p>美国政府正利用自身影响力帮助英特尔扭转颓势，商务部长卢特尼克及政府其他官员数月来一直敦促科技公司与英特尔更紧密合作。</p><p>日本软银集团上月宣布对英特尔投资20亿美元。本月早些时候，英伟达宣布，将向英特尔投资50亿美元，并与其联合开发PC与数据中心芯片。</p><p>英特尔曾是全球最大的半导体公司，但如今正深陷困境，其芯片代工业务近年来持续亏损，拖累了公司经营状况。</p><p>此前已有媒体报道了英特尔寻求苹果投资的消息。</p></body></html>\n\n</article>\n</div>\n</body>\n</html>\n","type":0,"thumbnail":"https://static.tigerbbs.com/c74be4c2a08964ef2daf32217f693b44","relate_stocks":{"TSM":"台积电","INTC":"英特尔"},"source_url":"","is_english":false,"share_image_url":"https://static.laohu8.com/e9f99090a1c2ed51c021029395664489","article_id":"1198736460","content_text":"9月26日，据华尔街日报报道称，英特尔已与台积电接洽，商讨投资或制造合作事宜。英特尔隔夜美股大幅收涨近9%，该股近三个交易日累涨逾18%。据悉，在美国总统特朗普上月对英特尔表现出兴趣之前，英特尔就已经在接触苹果和台积电。在获得美国政府入股后，英特尔加快了相关工作。今年8月，美国政府与英特尔达成协议，将以约89亿美元收购英特尔9.9%的股份，成为其最大股东之一。这笔投资部分来自美国《芯片法案》提供的补贴。美国政府正利用自身影响力帮助英特尔扭转颓势，商务部长卢特尼克及政府其他官员数月来一直敦促科技公司与英特尔更紧密合作。日本软银集团上月宣布对英特尔投资20亿美元。本月早些时候，英伟达宣布，将向英特尔投资50亿美元，并与其联合开发PC与数据中心芯片。英特尔曾是全球最大的半导体公司，但如今正深陷困境，其芯片代工业务近年来持续亏损，拖累了公司经营状况。此前已有媒体报道了英特尔寻求苹果投资的消息。","news_type":1,"symbols_score_info":{"TSM":1.5,"INTC":1.5}},"isVote":1,"tweetType":1,"viewCount":1396,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"CN","totalScore":0},{"id":462716721754616,"gmtCreate":1753973333394,"gmtModify":1753973836151,"author":{"id":"3495021804105148","authorId":"3495021804105148","name":"MuaSun","avatar":"https://static.tigerbbs.com/7c67f92659fef0104dfcb1362aad3923","crmLevel":8,"crmLevelSwitch":0,"followedFlag":false,"idStr":"3495021804105148","authorIdStr":"3495021804105148"},"themes":[],"htmlText":"<a href=\"https://laohu8.com/S/INTC\">$英特尔(INTC)$&nbsp;</a> 这个真是垃圾","listText":"<a href=\"https://laohu8.com/S/INTC\">$英特尔(INTC)$&nbsp;</a> 这个真是垃圾","text":"$英特尔(INTC)$ 这个真是垃圾","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":1,"commentSize":0,"repostSize":0,"link":"https://laohu8.com/post/462716721754616","isVote":1,"tweetType":1,"viewCount":899,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"CN","totalScore":0},{"id":462434394464496,"gmtCreate":1753879175885,"gmtModify":1753879177140,"author":{"id":"3495021804105148","authorId":"3495021804105148","name":"MuaSun","avatar":"https://static.tigerbbs.com/7c67f92659fef0104dfcb1362aad3923","crmLevel":8,"crmLevelSwitch":0,"followedFlag":false,"idStr":"3495021804105148","authorIdStr":"3495021804105148"},"themes":[],"htmlText":"‌<a href=\"https://laohu8.com/S/NVO\">$诺和诺德(NVO)$ &nbsp;</a>‌这样子搞，感觉50也顶不住，40都难说","listText":"‌<a href=\"https://laohu8.com/S/NVO\">$诺和诺德(NVO)$ &nbsp;</a>‌这样子搞，感觉50也顶不住，40都难说","text":"‌$诺和诺德(NVO)$ ‌这样子搞，感觉50也顶不住，40都难说","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":1,"commentSize":2,"repostSize":0,"link":"https://laohu8.com/post/462434394464496","isVote":1,"tweetType":1,"viewCount":3091,"authorTweetTopStatus":1,"verified":2,"comments":[{"author":{"id":"3465877826119039","authorId":"3465877826119039","name":"一雨成烟","avatar":"https://static.tigerbbs.com/467d481c895f6bfd337b50860c3b84e2","crmLevel":8,"crmLevelSwitch":0,"idStr":"3465877826119039","authorIdStr":"3465877826119039"},"content":"感觉要倒闭了，一个龙头股一点预期下调直接干30%，这也能算龙头吗[笑哭]","text":"感觉要倒闭了，一个龙头股一点预期下调直接干30%，这也能算龙头吗[笑哭]","html":"感觉要倒闭了，一个龙头股一点预期下调直接干30%，这也能算龙头吗[笑哭]"},{"author":{"id":"3493844916413110","authorId":"3493844916413110","name":"风石康俊","avatar":"https://static.laohu8.com/default-avatar.jpg","crmLevel":5,"crmLevelSwitch":0,"idStr":"3493844916413110","authorIdStr":"3493844916413110"},"content":"希望到40，我好加仓","text":"希望到40，我好加仓","html":"希望到40，我好加仓"}],"imageCount":0,"langContent":"CN","totalScore":0},{"id":455128062391072,"gmtCreate":1752133532742,"gmtModify":1752133534773,"author":{"id":"3495021804105148","authorId":"3495021804105148","name":"MuaSun","avatar":"https://static.tigerbbs.com/7c67f92659fef0104dfcb1362aad3923","crmLevel":8,"crmLevelSwitch":0,"followedFlag":false,"idStr":"3495021804105148","authorIdStr":"3495021804105148"},"themes":[],"htmlText":"只要是华尔街的人都可以出来胡说八道了。你可是没看到那个猴子在乱蹦啊。和天都和斗都可以，但是你千万不要跟人斗。对方还是一把手！捏死你很容易","listText":"只要是华尔街的人都可以出来胡说八道了。你可是没看到那个猴子在乱蹦啊。和天都和斗都可以，但是你千万不要跟人斗。对方还是一把手！捏死你很容易","text":"只要是华尔街的人都可以出来胡说八道了。你可是没看到那个猴子在乱蹦啊。和天都和斗都可以，但是你千万不要跟人斗。对方还是一把手！捏死你很容易","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":1,"commentSize":0,"repostSize":0,"link":"https://laohu8.com/post/455128062391072","repostId":"2550138106","repostType":2,"repost":{"id":"2550138106","kind":"news","pubTimestamp":1752130972,"share":"https://www.laohu8.com/m/news/2550138106?lang=zh_CN&edition=full","pubTime":"2025-07-10 15:02","market":"us","language":"zh","title":"抛售过头了！华尔街多头力证：特斯拉被严重错杀","url":"https://stock-news.laohu8.com/highlight/detail?id=2550138106","media":"智通财经","summary":"智通财经APP获悉，今年以来，特斯拉股价持续承压，但有一位分析师建议投资者不妨冷静看待。在一份致客户的最新报告中，Narayan重申了对特斯拉的“跑赢大盘”评级，并将目标价从307美元上调至319美元，这意味着较当前水平仍有约7%的上涨空间。今年以来特斯拉股价累计下跌逾20%，LPL Financial首席技术策略师Adam Turnquist表示，短期技术指标预示可能进一步下探。特斯拉近期的财务数据也未能提振市场情绪。","content":"<html><head></head><body><p>7月10日，今年以来，<a href=\"https://laohu8.com/S/TSLA\">特斯拉</a>股价持续承压，但有一位分析师建议投资者不妨冷静看待。</p><p class=\"t-img-caption\"><img src=\"https://static.tigerbbs.com/81b152dcc045b4af9773626c08e9dc8d\" tg-width=\"560\" tg-height=\"240\"/></p><p>尽管逆风因素不断累积，技术面信号频现警示，但加拿大皇家银行资本市场(RBC)分析师Tom Narayan仍认为，近期特斯拉股价的抛售已然过度。在一份致客户的最新报告中，Narayan重申了对特斯拉的“跑赢大盘”评级，并将目标价从307美元上调至319美元，这意味着较当前水平仍有约7%的上涨空间。</p><p>Narayan写道：“我们认为，即便面临愈发激烈的电动汽车竞争，特斯拉产品的需求依然强劲。其在技术领先性、盈利能力、现金流创造及品牌溢价方面的优势，将持续赋能业务增长。”</p><p>RBC估值模型显示，特斯拉核心汽车业务采用1倍市销率估值，而对Megapack储能系统、自动驾驶和人工智能等长期增长点给予溢价权重——对2040年Megapack业务EBITDA采用15倍乘数，对未来Robotaxi和人形机器人业务采用10倍营收乘数。</p><p>Narayan认为，从长期前景来看，值得持有特斯拉股票度过当前的艰难时期。不过，并非所有人都认同这一观点。</p><p>今年以来特斯拉股价累计下跌逾20%，LPL Financial首席技术策略师Adam Turnquist表示，短期技术指标预示可能进一步下探。相较<a href=\"https://laohu8.com/S/NVDA\">英伟达</a>(NVDA.US)和Meta(META.US)(两者涨幅分别为16%和20%)等“七巨头”成员的亮眼表现，特斯拉明显逊色。</p><p>特斯拉近期的财务数据也未能提振市场情绪。该公司第二季度财报显示，汽车销量为384122辆，同比下降13.5%。电动汽车需求下滑，加之首席执行官马斯克涉足政治领域引发抵制与抗议活动，使得部分分析师对该公司近期能否反弹持怀疑态度。</p><p>即便如此，Narayan仍从中看到了机会。RBC预计，到2026年，特斯拉的营收将从今年预估的935亿美元回升至2026年的1110亿美元。同期调整后每股收益(EPS)预计将从2025年的1.99美元升至2026年的2.99美元。这些增长将得益于产能扩张、新产品发布，以及非汽车业务带来的更高利润率增长。</p><p>Narayan还指出，特斯拉的Robotaxi可能带来潜在推动力，有望重燃投资者对其全自动驾驶愿景的热情。RBC解释道：“特斯拉是电动汽车领域的标杆企业。”Piper Sandler分析师近期也将特斯拉称为“汽车行业最具变革性的公司”，并指出从长远来看，该公司“可能会获胜”。</p><p>尽管如此，RBC仍指出了多项风险，包括盈利波动、成本通胀及供应链问题。该行还提到，特斯拉的业务具有“周期性”，易受整体经济放缓的影响，尤其是在利率上升或地缘政治冲击抑制消费者支出的情况下。</p><p>当然，还有马斯克的因素。这位特斯拉首席执行官因在网上发表政治及分裂性言论而受到新的审视，引发了人们对公司治理及长期品牌实力的质疑。这种不确定性仍是投资者面临的一大变数。就目前而言，加拿大皇家银行的立场坚定。</p><p>Narayan指出：“由于时间安排及各种生产问题，公司业绩及季度财报可能不稳定，这可能导致股价波动。但无论如何，特斯拉是一家成长型公司。”</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>抛售过头了！华尔街多头力证：特斯拉被严重错杀</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抛售过头了！华尔街多头力证：特斯拉被严重错杀\n</h2>\n\n<h4 class=\"meta\">\n\n\n2025-07-10 15:02 北京时间&nbsp;&nbsp;&nbsp;<a href=http://www.zhitongcaijing.com/content/detail/1316132.html><strong>智通财经</strong></a>\n\n\n</h4>\n\n</header>\n<article>\n<div>\n<p>7月10日，今年以来，特斯拉股价持续承压，但有一位分析师建议投资者不妨冷静看待。尽管逆风因素不断累积，技术面信号频现警示，但加拿大皇家银行资本市场(RBC)分析师Tom Narayan仍认为，近期特斯拉股价的抛售已然过度。在一份致客户的最新报告中，Narayan重申了对特斯拉的“跑赢大盘”评级，并将目标价从307美元上调至319美元，这意味着较当前水平仍有约7%的上涨空间。Narayan写道：“...</p>\n\n<a href=\"http://www.zhitongcaijing.com/content/detail/1316132.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/e49ab90f6352b6ebbb45091ad18b5a2e","relate_stocks":{"BK4550":"红杉资本持仓","BK4588":"碎股","LU1551013425.SGD":"Allianz Income and Growth Cl AMg2 DIS H2-SGD","LU2213496289.HKD":"ALLIANZ INCOME AND GROWTH \"AT\" (HKD) ACC","BK4548":"巴美列捷福持仓","LU2357305700.SGD":"Allianz Global Artificial Intelligence ET H2-SGD","IE00BWXC8680.SGD":"PINEBRIDGE US LARGE CAP RESEARCH ENHANCED \"A5\" (SGD) ACC","LU1066051498.USD":"HSBC GIF GLOBAL EQUITY VOLATILITY FOCUSED \"AM2\" (USD) INC","BK4598":"佩洛西持仓","LU0348723411.USD":"ALLIANZ GLOBAL HI-TECH GROWTH \"A\" (USD) INC","LU2290526834.HKD":"BGF NEXT GENERATION TECHNOLOGY \"A2\" (HKDHDG) ACC","LU0323591593.USD":"SCHRODER ISF QEP GLOBAL QUALITY \"A\" (USD) ACC","LU1674673428.USD":"HSBC GIF GLOBAL LOWER CARBON EQUITY \"AC\" (USD) ACC","LU0345769128.USD":"NINETY ONE GSF GLOBAL EQUITY \"A\" 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INC"},"source_url":"http://www.zhitongcaijing.com/content/detail/1316132.html","is_english":false,"share_image_url":"https://static.laohu8.com/e9f99090a1c2ed51c021029395664489","article_id":"2550138106","content_text":"7月10日，今年以来，特斯拉股价持续承压，但有一位分析师建议投资者不妨冷静看待。尽管逆风因素不断累积，技术面信号频现警示，但加拿大皇家银行资本市场(RBC)分析师Tom Narayan仍认为，近期特斯拉股价的抛售已然过度。在一份致客户的最新报告中，Narayan重申了对特斯拉的“跑赢大盘”评级，并将目标价从307美元上调至319美元，这意味着较当前水平仍有约7%的上涨空间。Narayan写道：“我们认为，即便面临愈发激烈的电动汽车竞争，特斯拉产品的需求依然强劲。其在技术领先性、盈利能力、现金流创造及品牌溢价方面的优势，将持续赋能业务增长。”RBC估值模型显示，特斯拉核心汽车业务采用1倍市销率估值，而对Megapack储能系统、自动驾驶和人工智能等长期增长点给予溢价权重——对2040年Megapack业务EBITDA采用15倍乘数，对未来Robotaxi和人形机器人业务采用10倍营收乘数。Narayan认为，从长期前景来看，值得持有特斯拉股票度过当前的艰难时期。不过，并非所有人都认同这一观点。今年以来特斯拉股价累计下跌逾20%，LPL Financial首席技术策略师Adam Turnquist表示，短期技术指标预示可能进一步下探。相较英伟达(NVDA.US)和Meta(META.US)(两者涨幅分别为16%和20%)等“七巨头”成员的亮眼表现，特斯拉明显逊色。特斯拉近期的财务数据也未能提振市场情绪。该公司第二季度财报显示，汽车销量为384122辆，同比下降13.5%。电动汽车需求下滑，加之首席执行官马斯克涉足政治领域引发抵制与抗议活动，使得部分分析师对该公司近期能否反弹持怀疑态度。即便如此，Narayan仍从中看到了机会。RBC预计，到2026年，特斯拉的营收将从今年预估的935亿美元回升至2026年的1110亿美元。同期调整后每股收益(EPS)预计将从2025年的1.99美元升至2026年的2.99美元。这些增长将得益于产能扩张、新产品发布，以及非汽车业务带来的更高利润率增长。Narayan还指出，特斯拉的Robotaxi可能带来潜在推动力，有望重燃投资者对其全自动驾驶愿景的热情。RBC解释道：“特斯拉是电动汽车领域的标杆企业。”Piper 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href=\"https://laohu8.com/S/QTWO\">Q2</a>交付量约为36.6万辆，同比下降18%，环比增长9%，但仍比市场预期低10%。</p><p>从主要地区来看，瑞银预计特拉斯在美国的汽车交付量环比有所上升，欧洲的交付量环比持平，而中国的交付量可能会下降。根据瑞银与投资者的谈话，特斯拉Q2交付量的预期范围在35.5-37.5万之间。</p><p>特拉斯还将公布储能部署数据，瑞银预测为11.3GWh，环比增长8%，略低于市场预期的11.8GWh。瑞银提醒投资者，储能项目部署具有波动性。</p><p>瑞银在报告中表示，由于投资者聚焦特斯拉的自动驾驶出租车Robotaxi，预计许多看涨者将“忽略”电动汽车交付数据，因为他们认为特斯拉股票的价值在于人工智能(机器人出租车和人形机器人)。但瑞银强调，特斯拉当下财务表现主要依赖汽车业务。这项业务不仅有助于为前沿业务提供资金，而且随着股价上涨和汽车业务前景恶化，市场为已经很昂贵的人工智能期权注入更高溢价，尽管支撑数据寥寥无几。</p><p>瑞银表示，不及预期的交付量报告或将成为一剂现实清醒剂。历史数据显示，交付量未达预期会引发特斯拉股价下挫，但上季度的反常值得警惕：尽管交付量较市场预期低11%，但特拉斯股价逆势上涨5%，创2022年以来最大背离。这或许意味着，特斯拉已进一步进入了&#34;汽车基本面不重要&#34;的世界。</p><p>瑞银还表示，交付量引发的股价震荡可能是短暂的，紧随其后的财报才是重头戏。尽管特斯拉第二季度财报难言乐观，但首席执行官马斯克可能会在电话会议上全力描绘其未来愿景。</p><p>TipRanks数据显示，华尔街分析师对特拉斯的看法不一，有14位予“买入”评级，12位予“持有”评级，9位予“卖出”评级，共识评级为“持有”，平均目标价为287.00美元，较当前股价水平低12%。</p><p class=\"t-img-caption\"><img src=\"https://static.tigerbbs.com/15e53d624660ab9d16d6692e0249d7c5\" tg-width=\"1001\" tg-height=\"411\"/></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>瑞银：Q2汽车交付恐令市场失望，重申特斯拉“卖出”评级</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; 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class=\"title\">\n瑞银：Q2汽车交付恐令市场失望，重申特斯拉“卖出”评级\n</h2>\n\n<h4 class=\"meta\">\n\n\n2025-06-26 17:44 北京时间&nbsp;&nbsp;&nbsp;<a href=http://www.zhitongcaijing.com/content/detail/1310070.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，瑞银发布研报，重申对特斯拉(TSLA.US)的“卖出”评级，目标价为215美元。瑞银预计特斯拉将于7月2日公布2025年第二季度交付数据，Q2交付量约为36.6万辆，同比下降18%，环比增长9%，但仍比市场预期低10%。从主要地区来看，瑞银预计特拉斯在美国的汽车交付量环比有所上升，欧洲的交付量环比持平，而中国的交付量可能会下降。根据瑞银与投资者的谈话，特斯拉Q2交付量的预期范围...</p>\n\n<a href=\"http://www.zhitongcaijing.com/content/detail/1310070.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/8541380317eba7ef07da7c529e879c07","relate_stocks":{"TSLL":"2倍做多TSLA ETF-Direxion","TSLA":"特斯拉"},"source_url":"http://www.zhitongcaijing.com/content/detail/1310070.html","is_english":false,"share_image_url":"https://static.laohu8.com/e9f99090a1c2ed51c021029395664489","article_id":"2546204605","content_text":"智通财经APP获悉，瑞银发布研报，重申对特斯拉(TSLA.US)的“卖出”评级，目标价为215美元。瑞银预计特斯拉将于7月2日公布2025年第二季度交付数据，Q2交付量约为36.6万辆，同比下降18%，环比增长9%，但仍比市场预期低10%。从主要地区来看，瑞银预计特拉斯在美国的汽车交付量环比有所上升，欧洲的交付量环比持平，而中国的交付量可能会下降。根据瑞银与投资者的谈话，特斯拉Q2交付量的预期范围在35.5-37.5万之间。特拉斯还将公布储能部署数据，瑞银预测为11.3GWh，环比增长8%，略低于市场预期的11.8GWh。瑞银提醒投资者，储能项目部署具有波动性。瑞银在报告中表示，由于投资者聚焦特斯拉的自动驾驶出租车Robotaxi，预计许多看涨者将“忽略”电动汽车交付数据，因为他们认为特斯拉股票的价值在于人工智能(机器人出租车和人形机器人)。但瑞银强调，特斯拉当下财务表现主要依赖汽车业务。这项业务不仅有助于为前沿业务提供资金，而且随着股价上涨和汽车业务前景恶化，市场为已经很昂贵的人工智能期权注入更高溢价，尽管支撑数据寥寥无几。瑞银表示，不及预期的交付量报告或将成为一剂现实清醒剂。历史数据显示，交付量未达预期会引发特斯拉股价下挫，但上季度的反常值得警惕：尽管交付量较市场预期低11%，但特拉斯股价逆势上涨5%，创2022年以来最大背离。这或许意味着，特斯拉已进一步进入了\"汽车基本面不重要\"的世界。瑞银还表示，交付量引发的股价震荡可能是短暂的，紧随其后的财报才是重头戏。尽管特斯拉第二季度财报难言乐观，但首席执行官马斯克可能会在电话会议上全力描绘其未来愿景。TipRanks数据显示，华尔街分析师对特拉斯的看法不一，有14位予“买入”评级，12位予“持有”评级，9位予“卖出”评级，共识评级为“持有”，平均目标价为287.00美元，较当前股价水平低12%。","news_type":1,"symbols_score_info":{"TSLA":1,"TSLL":1}},"isVote":1,"tweetType":1,"viewCount":4436,"authorTweetTopStatus":1,"verified":2,"comments":[{"author":{"id":"3472532348212000","authorId":"3472532348212000","name":"chenx32401","avatar":"https://static.laohu8.com/default-avatar.jpg","crmLevel":7,"crmLevelSwitch":0,"idStr":"3472532348212000","authorIdStr":"3472532348212000"},"content":"特斯拉Q1业绩就已经不好了，分析师老早就有消化预期了，现在唱空无非就是想让自己手里的空票多捞点，然后在解放日再抄底。","text":"特斯拉Q1业绩就已经不好了，分析师老早就有消化预期了，现在唱空无非就是想让自己手里的空票多捞点，然后在解放日再抄底。","html":"特斯拉Q1业绩就已经不好了，分析师老早就有消化预期了，现在唱空无非就是想让自己手里的空票多捞点，然后在解放日再抄底。"},{"author":{"id":"3470824502609204","authorId":"3470824502609204","name":"起飞2024","avatar":"https://static.tigerbbs.com/14e875057f7675aee5522c6591adfcdf","crmLevel":6,"crmLevelSwitch":0,"idStr":"3470824502609204","authorIdStr":"3470824502609204"},"content":"瑞银的，可以不看了，还有一个华尔街日报，他俩一直都是黑子","text":"瑞银的，可以不看了，还有一个华尔街日报，他俩一直都是黑子","html":"瑞银的，可以不看了，还有一个华尔街日报，他俩一直都是黑子"}],"imageCount":0,"langContent":"CN","totalScore":0},{"id":450154141745208,"gmtCreate":1750927843255,"gmtModify":1750927844799,"author":{"id":"3495021804105148","authorId":"3495021804105148","name":"MuaSun","avatar":"https://static.tigerbbs.com/7c67f92659fef0104dfcb1362aad3923","crmLevel":8,"crmLevelSwitch":0,"followedFlag":false,"idStr":"3495021804105148","authorIdStr":"3495021804105148"},"themes":[],"htmlText":"股价上涨了就看到1000-2000，如果股价下跌就看到100-120，这群机构是真不要FACE啊","listText":"股价上涨了就看到1000-2000，如果股价下跌就看到100-120，这群机构是真不要FACE啊","text":"股价上涨了就看到1000-2000，如果股价下跌就看到100-120，这群机构是真不要FACE啊","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":2,"commentSize":0,"repostSize":0,"link":"https://laohu8.com/post/450154141745208","repostId":"2546204605","repostType":2,"repost":{"id":"2546204605","kind":"news","pubTimestamp":1750931096,"share":"https://www.laohu8.com/m/news/2546204605?lang=zh_CN&edition=full","pubTime":"2025-06-26 17:44","market":"us","language":"zh","title":"瑞银：Q2汽车交付恐令市场失望，重申特斯拉“卖出”评级","url":"https://stock-news.laohu8.com/highlight/detail?id=2546204605","media":"智通财经","summary":"智通财经APP获悉，瑞银发布研报，重申对特斯拉的“卖出”评级，目标价为215美元。瑞银预计特斯拉将于7月2日公布2025年第二季度交付数据，Q2交付量约为36.6万辆，同比下降18%，环比增长9%，但仍比市场预期低10%。瑞银在报告中表示，由于投资者聚焦特斯拉的自动驾驶出租车Robotaxi，预计许多看涨者将“忽略”电动汽车交付数据，因为他们认为特斯拉股票的价值在于人工智能。但瑞银强调，特斯拉当下财务表现主要依赖汽车业务。","content":"<html><head></head><body><p>智通财经APP获悉，<a href=\"https://laohu8.com/S/UBS\">瑞银</a>发布研报，重申对<a href=\"https://laohu8.com/S/TSLA\">特斯拉</a>(TSLA.US)的“卖出”评级，目标价为215美元。瑞银预计特斯拉将于7月2日公布2025年第二季度交付数据，<a href=\"https://laohu8.com/S/QTWO\">Q2</a>交付量约为36.6万辆，同比下降18%，环比增长9%，但仍比市场预期低10%。</p><p>从主要地区来看，瑞银预计特拉斯在美国的汽车交付量环比有所上升，欧洲的交付量环比持平，而中国的交付量可能会下降。根据瑞银与投资者的谈话，特斯拉Q2交付量的预期范围在35.5-37.5万之间。</p><p>特拉斯还将公布储能部署数据，瑞银预测为11.3GWh，环比增长8%，略低于市场预期的11.8GWh。瑞银提醒投资者，储能项目部署具有波动性。</p><p>瑞银在报告中表示，由于投资者聚焦特斯拉的自动驾驶出租车Robotaxi，预计许多看涨者将“忽略”电动汽车交付数据，因为他们认为特斯拉股票的价值在于人工智能(机器人出租车和人形机器人)。但瑞银强调，特斯拉当下财务表现主要依赖汽车业务。这项业务不仅有助于为前沿业务提供资金，而且随着股价上涨和汽车业务前景恶化，市场为已经很昂贵的人工智能期权注入更高溢价，尽管支撑数据寥寥无几。</p><p>瑞银表示，不及预期的交付量报告或将成为一剂现实清醒剂。历史数据显示，交付量未达预期会引发特斯拉股价下挫，但上季度的反常值得警惕：尽管交付量较市场预期低11%，但特拉斯股价逆势上涨5%，创2022年以来最大背离。这或许意味着，特斯拉已进一步进入了&#34;汽车基本面不重要&#34;的世界。</p><p>瑞银还表示，交付量引发的股价震荡可能是短暂的，紧随其后的财报才是重头戏。尽管特斯拉第二季度财报难言乐观，但首席执行官马斯克可能会在电话会议上全力描绘其未来愿景。</p><p>TipRanks数据显示，华尔街分析师对特拉斯的看法不一，有14位予“买入”评级，12位予“持有”评级，9位予“卖出”评级，共识评级为“持有”，平均目标价为287.00美元，较当前股价水平低12%。</p><p class=\"t-img-caption\"><img src=\"https://static.tigerbbs.com/15e53d624660ab9d16d6692e0249d7c5\" tg-width=\"1001\" tg-height=\"411\"/></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>瑞银：Q2汽车交付恐令市场失望，重申特斯拉“卖出”评级</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; 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class=\"title\">\n瑞银：Q2汽车交付恐令市场失望，重申特斯拉“卖出”评级\n</h2>\n\n<h4 class=\"meta\">\n\n\n2025-06-26 17:44 北京时间&nbsp;&nbsp;&nbsp;<a href=http://www.zhitongcaijing.com/content/detail/1310070.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，瑞银发布研报，重申对特斯拉(TSLA.US)的“卖出”评级，目标价为215美元。瑞银预计特斯拉将于7月2日公布2025年第二季度交付数据，Q2交付量约为36.6万辆，同比下降18%，环比增长9%，但仍比市场预期低10%。从主要地区来看，瑞银预计特拉斯在美国的汽车交付量环比有所上升，欧洲的交付量环比持平，而中国的交付量可能会下降。根据瑞银与投资者的谈话，特斯拉Q2交付量的预期范围...</p>\n\n<a href=\"http://www.zhitongcaijing.com/content/detail/1310070.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/8541380317eba7ef07da7c529e879c07","relate_stocks":{"TSLL":"2倍做多TSLA ETF-Direxion","TSLA":"特斯拉"},"source_url":"http://www.zhitongcaijing.com/content/detail/1310070.html","is_english":false,"share_image_url":"https://static.laohu8.com/e9f99090a1c2ed51c021029395664489","article_id":"2546204605","content_text":"智通财经APP获悉，瑞银发布研报，重申对特斯拉(TSLA.US)的“卖出”评级，目标价为215美元。瑞银预计特斯拉将于7月2日公布2025年第二季度交付数据，Q2交付量约为36.6万辆，同比下降18%，环比增长9%，但仍比市场预期低10%。从主要地区来看，瑞银预计特拉斯在美国的汽车交付量环比有所上升，欧洲的交付量环比持平，而中国的交付量可能会下降。根据瑞银与投资者的谈话，特斯拉Q2交付量的预期范围在35.5-37.5万之间。特拉斯还将公布储能部署数据，瑞银预测为11.3GWh，环比增长8%，略低于市场预期的11.8GWh。瑞银提醒投资者，储能项目部署具有波动性。瑞银在报告中表示，由于投资者聚焦特斯拉的自动驾驶出租车Robotaxi，预计许多看涨者将“忽略”电动汽车交付数据，因为他们认为特斯拉股票的价值在于人工智能(机器人出租车和人形机器人)。但瑞银强调，特斯拉当下财务表现主要依赖汽车业务。这项业务不仅有助于为前沿业务提供资金，而且随着股价上涨和汽车业务前景恶化，市场为已经很昂贵的人工智能期权注入更高溢价，尽管支撑数据寥寥无几。瑞银表示，不及预期的交付量报告或将成为一剂现实清醒剂。历史数据显示，交付量未达预期会引发特斯拉股价下挫，但上季度的反常值得警惕：尽管交付量较市场预期低11%，但特拉斯股价逆势上涨5%，创2022年以来最大背离。这或许意味着，特斯拉已进一步进入了\"汽车基本面不重要\"的世界。瑞银还表示，交付量引发的股价震荡可能是短暂的，紧随其后的财报才是重头戏。尽管特斯拉第二季度财报难言乐观，但首席执行官马斯克可能会在电话会议上全力描绘其未来愿景。TipRanks数据显示，华尔街分析师对特拉斯的看法不一，有14位予“买入”评级，12位予“持有”评级，9位予“卖出”评级，共识评级为“持有”，平均目标价为287.00美元，较当前股价水平低12%。","news_type":1,"symbols_score_info":{"TSLA":1,"TSLL":1}},"isVote":1,"tweetType":1,"viewCount":971,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"CN","totalScore":0}],"hots":[{"id":507786934734944,"gmtCreate":1764947153019,"gmtModify":1764947156634,"author":{"id":"3495021804105148","authorId":"3495021804105148","name":"MuaSun","avatar":"https://static.tigerbbs.com/7c67f92659fef0104dfcb1362aad3923","crmLevel":8,"crmLevelSwitch":0,"followedFlag":false,"authorIdStr":"3495021804105148","idStr":"3495021804105148"},"themes":[],"title":"","htmlText":"<a 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‌曹操亏了5K，meta亏了2K,三花亏了4K，下次打新我自断双手","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":6,"commentSize":10,"repostSize":0,"link":"https://laohu8.com/post/449446632890552","isVote":1,"tweetType":1,"viewCount":2807,"authorTweetTopStatus":1,"verified":2,"comments":[{"author":{"id":"3459995020614009","authorId":"3459995020614009","name":"ryou","avatar":"https://static.laohu8.com/default-avatar.jpg","crmLevel":2,"crmLevelSwitch":0,"authorIdStr":"3459995020614009","idStr":"3459995020614009"},"content":"请问，暗盘也可以买卖的吧！我是说打到新股的","text":"请问，暗盘也可以买卖的吧！我是说打到新股的","html":"请问，暗盘也可以买卖的吧！我是说打到新股的"},{"author":{"id":"3440671289079356","authorId":"3440671289079356","name":"小马化腾","avatar":"https://static.tigerbbs.com/e5f0a13b13ee40c1b5b3af1227cf381b","crmLevel":7,"crmLevelSwitch":0,"authorIdStr":"3440671289079356","idStr":"3440671289079356"},"content":"三花今天涨了10%","text":"三花今天涨了10%","html":"三花今天涨了10%"}],"imageCount":0,"langContent":"CN","totalScore":0},{"id":447352319377736,"gmtCreate":1750255295201,"gmtModify":1750255935841,"author":{"id":"3495021804105148","authorId":"3495021804105148","name":"MuaSun","avatar":"https://static.tigerbbs.com/7c67f92659fef0104dfcb1362aad3923","crmLevel":8,"crmLevelSwitch":0,"followedFlag":false,"authorIdStr":"3495021804105148","idStr":"3495021804105148"},"themes":[],"htmlText":"<a 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&nbsp;</a>‌订单是黄牛刷的，看看咸鱼吧，造孽","text":"‌$小米集团-W(01810)$ ‌订单是黄牛刷的，看看咸鱼吧，造孽","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":2,"commentSize":7,"repostSize":0,"link":"https://laohu8.com/post/450410733052792","isVote":1,"tweetType":1,"viewCount":4556,"authorTweetTopStatus":1,"verified":2,"comments":[{"author":{"id":"3478397294325094","authorId":"3478397294325094","name":"韭菜收割者","avatar":"https://static.tigerbbs.com/8c7c6b07a35504d8dd314b9e590a004d","crmLevel":5,"crmLevelSwitch":0,"authorIdStr":"3478397294325094","idStr":"3478397294325094"},"content":"这不好事么，有黄牛刷 恰恰说明车子热度高，造什么孽呢，你看看哪个车企有这个氛围","text":"这不好事么，有黄牛刷 恰恰说明车子热度高，造什么孽呢，你看看哪个车企有这个氛围","html":"这不好事么，有黄牛刷 恰恰说明车子热度高，造什么孽呢，你看看哪个车企有这个氛围"},{"author":{"id":"3536125921010019","authorId":"3536125921010019","name":"Windage","avatar":"https://static.tigerbbs.com/061080624b2c98d560f6bcc3cde64a66","crmLevel":2,"crmLevelSwitch":0,"authorIdStr":"3536125921010019","idStr":"3536125921010019"},"content":"那就做空啊兄弟 [贱笑]","text":"那就做空啊兄弟 [贱笑]","html":"那就做空啊兄弟 [贱笑]"}],"imageCount":0,"langContent":"CN","totalScore":0},{"id":450163538559336,"gmtCreate":1750931889006,"gmtModify":1750931891101,"author":{"id":"3495021804105148","authorId":"3495021804105148","name":"MuaSun","avatar":"https://static.tigerbbs.com/7c67f92659fef0104dfcb1362aad3923","crmLevel":8,"crmLevelSwitch":0,"followedFlag":false,"authorIdStr":"3495021804105148","idStr":"3495021804105148"},"themes":[],"htmlText":"这个肯定是收钱了，还发了几遍。。。别人是靠汽车自动驾驶吗？靠的是FSD给人形机器人使用，当然你可以看到以后的特斯拉飞行器。","listText":"这个肯定是收钱了，还发了几遍。。。别人是靠汽车自动驾驶吗？靠的是FSD给人形机器人使用，当然你可以看到以后的特斯拉飞行器。","text":"这个肯定是收钱了，还发了几遍。。。别人是靠汽车自动驾驶吗？靠的是FSD给人形机器人使用，当然你可以看到以后的特斯拉飞行器。","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":6,"commentSize":3,"repostSize":0,"link":"https://laohu8.com/post/450163538559336","repostId":"2546204605","repostType":2,"repost":{"id":"2546204605","kind":"news","pubTimestamp":1750931096,"share":"https://www.laohu8.com/m/news/2546204605?lang=zh_CN&edition=full","pubTime":"2025-06-26 17:44","market":"us","language":"zh","title":"瑞银：Q2汽车交付恐令市场失望，重申特斯拉“卖出”评级","url":"https://stock-news.laohu8.com/highlight/detail?id=2546204605","media":"智通财经","summary":"智通财经APP获悉，瑞银发布研报，重申对特斯拉的“卖出”评级，目标价为215美元。瑞银预计特斯拉将于7月2日公布2025年第二季度交付数据，Q2交付量约为36.6万辆，同比下降18%，环比增长9%，但仍比市场预期低10%。瑞银在报告中表示，由于投资者聚焦特斯拉的自动驾驶出租车Robotaxi，预计许多看涨者将“忽略”电动汽车交付数据，因为他们认为特斯拉股票的价值在于人工智能。但瑞银强调，特斯拉当下财务表现主要依赖汽车业务。","content":"<html><head></head><body><p>智通财经APP获悉，<a href=\"https://laohu8.com/S/UBS\">瑞银</a>发布研报，重申对<a href=\"https://laohu8.com/S/TSLA\">特斯拉</a>(TSLA.US)的“卖出”评级，目标价为215美元。瑞银预计特斯拉将于7月2日公布2025年第二季度交付数据，<a href=\"https://laohu8.com/S/QTWO\">Q2</a>交付量约为36.6万辆，同比下降18%，环比增长9%，但仍比市场预期低10%。</p><p>从主要地区来看，瑞银预计特拉斯在美国的汽车交付量环比有所上升，欧洲的交付量环比持平，而中国的交付量可能会下降。根据瑞银与投资者的谈话，特斯拉Q2交付量的预期范围在35.5-37.5万之间。</p><p>特拉斯还将公布储能部署数据，瑞银预测为11.3GWh，环比增长8%，略低于市场预期的11.8GWh。瑞银提醒投资者，储能项目部署具有波动性。</p><p>瑞银在报告中表示，由于投资者聚焦特斯拉的自动驾驶出租车Robotaxi，预计许多看涨者将“忽略”电动汽车交付数据，因为他们认为特斯拉股票的价值在于人工智能(机器人出租车和人形机器人)。但瑞银强调，特斯拉当下财务表现主要依赖汽车业务。这项业务不仅有助于为前沿业务提供资金，而且随着股价上涨和汽车业务前景恶化，市场为已经很昂贵的人工智能期权注入更高溢价，尽管支撑数据寥寥无几。</p><p>瑞银表示，不及预期的交付量报告或将成为一剂现实清醒剂。历史数据显示，交付量未达预期会引发特斯拉股价下挫，但上季度的反常值得警惕：尽管交付量较市场预期低11%，但特拉斯股价逆势上涨5%，创2022年以来最大背离。这或许意味着，特斯拉已进一步进入了&#34;汽车基本面不重要&#34;的世界。</p><p>瑞银还表示，交付量引发的股价震荡可能是短暂的，紧随其后的财报才是重头戏。尽管特斯拉第二季度财报难言乐观，但首席执行官马斯克可能会在电话会议上全力描绘其未来愿景。</p><p>TipRanks数据显示，华尔街分析师对特拉斯的看法不一，有14位予“买入”评级，12位予“持有”评级，9位予“卖出”评级，共识评级为“持有”，平均目标价为287.00美元，较当前股价水平低12%。</p><p class=\"t-img-caption\"><img src=\"https://static.tigerbbs.com/15e53d624660ab9d16d6692e0249d7c5\" tg-width=\"1001\" 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class=\"title\">\n瑞银：Q2汽车交付恐令市场失望，重申特斯拉“卖出”评级\n</h2>\n\n<h4 class=\"meta\">\n\n\n2025-06-26 17:44 北京时间&nbsp;&nbsp;&nbsp;<a href=http://www.zhitongcaijing.com/content/detail/1310070.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，瑞银发布研报，重申对特斯拉(TSLA.US)的“卖出”评级，目标价为215美元。瑞银预计特斯拉将于7月2日公布2025年第二季度交付数据，Q2交付量约为36.6万辆，同比下降18%，环比增长9%，但仍比市场预期低10%。从主要地区来看，瑞银预计特拉斯在美国的汽车交付量环比有所上升，欧洲的交付量环比持平，而中国的交付量可能会下降。根据瑞银与投资者的谈话，特斯拉Q2交付量的预期范围...</p>\n\n<a href=\"http://www.zhitongcaijing.com/content/detail/1310070.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/8541380317eba7ef07da7c529e879c07","relate_stocks":{"TSLL":"2倍做多TSLA ETF-Direxion","TSLA":"特斯拉"},"source_url":"http://www.zhitongcaijing.com/content/detail/1310070.html","is_english":false,"share_image_url":"https://static.laohu8.com/e9f99090a1c2ed51c021029395664489","article_id":"2546204605","content_text":"智通财经APP获悉，瑞银发布研报，重申对特斯拉(TSLA.US)的“卖出”评级，目标价为215美元。瑞银预计特斯拉将于7月2日公布2025年第二季度交付数据，Q2交付量约为36.6万辆，同比下降18%，环比增长9%，但仍比市场预期低10%。从主要地区来看，瑞银预计特拉斯在美国的汽车交付量环比有所上升，欧洲的交付量环比持平，而中国的交付量可能会下降。根据瑞银与投资者的谈话，特斯拉Q2交付量的预期范围在35.5-37.5万之间。特拉斯还将公布储能部署数据，瑞银预测为11.3GWh，环比增长8%，略低于市场预期的11.8GWh。瑞银提醒投资者，储能项目部署具有波动性。瑞银在报告中表示，由于投资者聚焦特斯拉的自动驾驶出租车Robotaxi，预计许多看涨者将“忽略”电动汽车交付数据，因为他们认为特斯拉股票的价值在于人工智能(机器人出租车和人形机器人)。但瑞银强调，特斯拉当下财务表现主要依赖汽车业务。这项业务不仅有助于为前沿业务提供资金，而且随着股价上涨和汽车业务前景恶化，市场为已经很昂贵的人工智能期权注入更高溢价，尽管支撑数据寥寥无几。瑞银表示，不及预期的交付量报告或将成为一剂现实清醒剂。历史数据显示，交付量未达预期会引发特斯拉股价下挫，但上季度的反常值得警惕：尽管交付量较市场预期低11%，但特拉斯股价逆势上涨5%，创2022年以来最大背离。这或许意味着，特斯拉已进一步进入了\"汽车基本面不重要\"的世界。瑞银还表示，交付量引发的股价震荡可能是短暂的，紧随其后的财报才是重头戏。尽管特斯拉第二季度财报难言乐观，但首席执行官马斯克可能会在电话会议上全力描绘其未来愿景。TipRanks数据显示，华尔街分析师对特拉斯的看法不一，有14位予“买入”评级，12位予“持有”评级，9位予“卖出”评级，共识评级为“持有”，平均目标价为287.00美元，较当前股价水平低12%。","news_type":1,"symbols_score_info":{"TSLA":1,"TSLL":1}},"isVote":1,"tweetType":1,"viewCount":4436,"authorTweetTopStatus":1,"verified":2,"comments":[{"author":{"id":"3472532348212000","authorId":"3472532348212000","name":"chenx32401","avatar":"https://static.laohu8.com/default-avatar.jpg","crmLevel":7,"crmLevelSwitch":0,"authorIdStr":"3472532348212000","idStr":"3472532348212000"},"content":"特斯拉Q1业绩就已经不好了，分析师老早就有消化预期了，现在唱空无非就是想让自己手里的空票多捞点，然后在解放日再抄底。","text":"特斯拉Q1业绩就已经不好了，分析师老早就有消化预期了，现在唱空无非就是想让自己手里的空票多捞点，然后在解放日再抄底。","html":"特斯拉Q1业绩就已经不好了，分析师老早就有消化预期了，现在唱空无非就是想让自己手里的空票多捞点，然后在解放日再抄底。"},{"author":{"id":"3470824502609204","authorId":"3470824502609204","name":"起飞2024","avatar":"https://static.tigerbbs.com/14e875057f7675aee5522c6591adfcdf","crmLevel":6,"crmLevelSwitch":0,"authorIdStr":"3470824502609204","idStr":"3470824502609204"},"content":"瑞银的，可以不看了，还有一个华尔街日报，他俩一直都是黑子","text":"瑞银的，可以不看了，还有一个华尔街日报，他俩一直都是黑子","html":"瑞银的，可以不看了，还有一个华尔街日报，他俩一直都是黑子"}],"imageCount":0,"langContent":"CN","totalScore":0},{"id":443842863915104,"gmtCreate":1749383074441,"gmtModify":1749383075403,"author":{"id":"3495021804105148","authorId":"3495021804105148","name":"MuaSun","avatar":"https://static.tigerbbs.com/7c67f92659fef0104dfcb1362aad3923","crmLevel":8,"crmLevelSwitch":0,"followedFlag":false,"authorIdStr":"3495021804105148","idStr":"3495021804105148"},"themes":[],"htmlText":"‌<a href=\"https://laohu8.com/S/JLHL\">$巨龙在线(JLHL)$ &nbsp;</a>‌‌连600万美刀都骗不到，可怜啊","listText":"‌<a href=\"https://laohu8.com/S/JLHL\">$巨龙在线(JLHL)$ &nbsp;</a>‌‌连600万美刀都骗不到，可怜啊","text":"‌$巨龙在线(JLHL)$ ‌‌连600万美刀都骗不到，可怜啊","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":5,"commentSize":0,"repostSize":0,"link":"https://laohu8.com/post/443842863915104","isVote":1,"tweetType":1,"viewCount":728,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"CN","totalScore":0},{"id":438093868290240,"gmtCreate":1747991862534,"gmtModify":1747993362374,"author":{"id":"3495021804105148","authorId":"3495021804105148","name":"MuaSun","avatar":"https://static.tigerbbs.com/7c67f92659fef0104dfcb1362aad3923","crmLevel":8,"crmLevelSwitch":0,"followedFlag":false,"authorIdStr":"3495021804105148","idStr":"3495021804105148"},"themes":[],"htmlText":"‌<a href=\"https://laohu8.com/S/TSLA\">$特斯拉(TSLA)$ 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‌继续忽悠一些机构骗CN的韭菜接盘，1、电动车是卖不动了，越到后来越卖不动。2、智驾？呵呵。激光雷达是不是要打脸啊。哈哈","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":1,"commentSize":3,"repostSize":0,"link":"https://laohu8.com/post/438093868290240","isVote":1,"tweetType":1,"viewCount":4125,"authorTweetTopStatus":1,"verified":2,"comments":[{"author":{"id":"3499414020530028","authorId":"3499414020530028","name":"三更穷五更富","avatar":"https://static.tigerbbs.com/adf2728b6759f675715c81f7fe48fa9f","crmLevel":2,"crmLevelSwitch":0,"authorIdStr":"3499414020530028","idStr":"3499414020530028"},"content":"之前我说了350，现在我说500你自己看吧","text":"之前我说了350，现在我说500你自己看吧","html":"之前我说了350，现在我说500你自己看吧"},{"author":{"id":"3563357612600728","authorId":"3563357612600728","name":"Johnsonk","avatar":"https://static.tigerbbs.com/8d6ab73351a61f0c3e887a3cffcf2aa2","crmLevel":1,"crmLevelSwitch":0,"authorIdStr":"3563357612600728","idStr":"3563357612600728"},"content":"看得出，你亏得挺多的","text":"看得出，你亏得挺多的","html":"看得出，你亏得挺多的"}],"imageCount":0,"langContent":"CN","totalScore":0},{"id":444582048792712,"gmtCreate":1749561758490,"gmtModify":1749561759612,"author":{"id":"3495021804105148","authorId":"3495021804105148","name":"MuaSun","avatar":"https://static.tigerbbs.com/7c67f92659fef0104dfcb1362aad3923","crmLevel":8,"crmLevelSwitch":0,"followedFlag":false,"authorIdStr":"3495021804105148","idStr":"3495021804105148"},"themes":[],"htmlText":"‌<a href=\"https://laohu8.com/S/NVDA\">$英伟达(NVDA)$ &nbsp;</a>‌‌$高通(QCOM)$ ‌可以做空了，洛杉矶爆乱，估计近期有大事发生，不妙","listText":"‌<a href=\"https://laohu8.com/S/NVDA\">$英伟达(NVDA)$ &nbsp;</a>‌‌$高通(QCOM)$ ‌可以做空了，洛杉矶爆乱，估计近期有大事发生，不妙","text":"‌$英伟达(NVDA)$ ‌‌$高通(QCOM)$ ‌可以做空了，洛杉矶爆乱，估计近期有大事发生，不妙","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":0,"commentSize":3,"repostSize":0,"link":"https://laohu8.com/post/444582048792712","isVote":1,"tweetType":1,"viewCount":2791,"authorTweetTopStatus":1,"verified":2,"comments":[{"author":{"id":"4200136984918522","authorId":"4200136984918522","name":"ReuNationalFund","avatar":"https://static.tigerbbs.com/3421575bf18ff6aec4d1262e74d9af20","crmLevel":2,"crmLevelSwitch":1,"authorIdStr":"4200136984918522","idStr":"4200136984918522"},"content":"洛杉矶暴乱和英伟达有啥关系，逻辑是什么","text":"洛杉矶暴乱和英伟达有啥关系，逻辑是什么","html":"洛杉矶暴乱和英伟达有啥关系，逻辑是什么"}],"imageCount":0,"langContent":"CN","totalScore":0},{"id":437817785930064,"gmtCreate":1747924205355,"gmtModify":1747926995183,"author":{"id":"3495021804105148","authorId":"3495021804105148","name":"MuaSun","avatar":"https://static.tigerbbs.com/7c67f92659fef0104dfcb1362aad3923","crmLevel":8,"crmLevelSwitch":0,"followedFlag":false,"authorIdStr":"3495021804105148","idStr":"3495021804105148"},"themes":[],"htmlText":"‌<a 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&nbsp;</a>‌这样子搞，感觉50也顶不住，40都难说","listText":"‌<a href=\"https://laohu8.com/S/NVO\">$诺和诺德(NVO)$ &nbsp;</a>‌这样子搞，感觉50也顶不住，40都难说","text":"‌$诺和诺德(NVO)$ ‌这样子搞，感觉50也顶不住，40都难说","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":1,"commentSize":2,"repostSize":0,"link":"https://laohu8.com/post/462434394464496","isVote":1,"tweetType":1,"viewCount":3091,"authorTweetTopStatus":1,"verified":2,"comments":[{"author":{"id":"3465877826119039","authorId":"3465877826119039","name":"一雨成烟","avatar":"https://static.tigerbbs.com/467d481c895f6bfd337b50860c3b84e2","crmLevel":8,"crmLevelSwitch":0,"authorIdStr":"3465877826119039","idStr":"3465877826119039"},"content":"感觉要倒闭了，一个龙头股一点预期下调直接干30%，这也能算龙头吗[笑哭]","text":"感觉要倒闭了，一个龙头股一点预期下调直接干30%，这也能算龙头吗[笑哭]","html":"感觉要倒闭了，一个龙头股一点预期下调直接干30%，这也能算龙头吗[笑哭]"},{"author":{"id":"3493844916413110","authorId":"3493844916413110","name":"风石康俊","avatar":"https://static.laohu8.com/default-avatar.jpg","crmLevel":5,"crmLevelSwitch":0,"authorIdStr":"3493844916413110","idStr":"3493844916413110"},"content":"希望到40，我好加仓","text":"希望到40，我好加仓","html":"希望到40，我好加仓"}],"imageCount":0,"langContent":"CN","totalScore":0}],"lives":[]}