DeepValueMaking的个人主页 - 老虎社区

DeepValueMaking

DeepValueMaking

暂无个人介绍

IP属地：北京

69关注

25粉丝

6主题

0勋章

DeepValueMaking

11-05

高位接盘

11月4日中际旭创涨11.07%，创业板ETF易方达基金重仓该股

DeepValueMaking

11-03

‌$中际旭创(300308)$ ‌这股是废了

DeepValueMaking

10-27

基民要倒霉了

广发基金霍华明旗下A500ETF广发三季报最新持仓，重仓中际旭创

DeepValueMaking

10-20

使用的模型有问题，所以她的投资成绩很差。

木头姐最新特斯拉目标价：2031年4400美元！

DeepValueMaking

10-20

从结果来看，使用的预测模型有问题。

木头姐最新特斯拉目标价：2031年4400美元！

DeepValueMaking

09-16

如果结果是不加息，市场会发生什么？

今晚，"鸽派加息"？

DeepValueMaking

09-04

既然敢推出就不怕审查

特斯拉(TSLA.US)自动驾驶出租车Cybercab亮相奥斯汀无方向盘设计引发监管审查

DeepValueMaking

08-20

‌$宇树科技-W(688836)$ ‌王兴兴不笑是有道理的

DeepValueMaking

08-20

到家里跳舞吗？

宇树科技CEO：期望数年内让机器人进入千家万户，完成80%家务

DeepValueMaking

08-20

‌$宇树科技-W(688836)$ ‌今天散户开始抛了，量太大，机构也接不住。

DeepValueMaking

08-19

‌$宇树科技(688836)$ ‌熄火了

DeepValueMaking

08-18

‌$蜜雪集团(02097)$ ‌好久没有关注了，今天回来一看，现在居然跌成这样了。看来是被弃了，毕竟奶茶能讲出多少故事。

DeepValueMaking

08-18

‌$MINIMAX-W(00100)$ ‌财报前，应该能涨一波

DeepValueMaking

08-18

‌财报前，应该能涨一波

DeepValueMaking

08-10

‌$MINIMAX-W(00100)$ ‌感觉今天要开始跌了。

DeepValueMaking

07-28

‌$IBM(IBM)$ ‌看来止跌了

DeepValueMaking

07-24

‌$MINIMAX-W(00100)$ ‌马上触及165发行价了

DeepValueMaking

07-22

‌$MINIMAX-W(00100)$ ‌昨天是拉高出货，今天开始继续抛售

DeepValueMaking

07-20

木头姐这次又超前了

美股异动 | SpaceX(SPCX.US)跌逾2% 木头姐逆势大手笔加仓

DeepValueMaking

07-17

‌$SpaceX(SPCX)$ ‌赌他第十四次发射成功

去老虎APP查看更多动态

{"i18n":{"language":"zh_CN"},"userPageInfo":{"id":"3516613750658094","uuid":"3516613750658094","gmtCreate":1553569733936,"gmtModify":1695694322671,"name":"DeepValueMaking","pinyin":"deepvaluemaking","introduction":"","introductionEn":"","signature":"","avatar":"https://static.tigerbbs.com/0a41dde8572c0ebfaa895f829b9231e5","hat":null,"hatId":null,"hatName":null,"vip":1,"status":2,"fanSize":25,"headSize":69,"tweetSize":617,"questionSize":0,"limitLevel":999,"accountStatus":4,"level":{"id":3,"name":"书生虎","nameTw":"書生虎","represent":"努力向上","factor":"发布10条非转发主帖,其中5条获得他人回复或点赞","iconColor":"3C9E83","bgColor":"A2F1D9"},"themeCounts":6,"badgeCounts":0,"badges":[],"moderator":false,"superModerator":false,"manageSymbols":null,"badgeLevel":null,"boolIsFan":false,"boolIsHead":false,"favoriteSize":1,"symbols":null,"coverImage":null,"realNameVerified":"success","userBadges":[{"badgeId":"e50ce593bb40487ebfb542ca54f6a561-4","templateUuid":"e50ce593bb40487ebfb542ca54f6a561","name":"明星虎友","description":"加入老虎社区2000天","bigImgUrl":"https://static.tigerbbs.com/dddf24b906c7011de2617d4fb3f76987","smallImgUrl":"https://static.tigerbbs.com/53d58ad32c97254c6f74db8b97e6ec49","grayImgUrl":"https://static.tigerbbs.com/6304700d92ad91c7a33e2e92ec32ecc1","redirectLinkEnabled":0,"redirectLinkType":null,"redirectLink":null,"redirectLinkValidityFrom":null,"redirectLinkValidityTo":null,"hasAllocated":1,"isWearing":0,"stamp":null,"stampPosition":0,"hasStamp":0,"allocationCount":1,"allocatedDate":"2024.09.16","exceedPercentage":null,"individualDisplayEnabled":0,"backgroundColor":null,"fontColor":null,"individualDisplaySort":0,"categoryType":1001,"isScarce":0,"effectEnabled":0,"plateImgUrl":null,"plateColors":null,"validityTo":null,"validityToTimestamp":null,"wearingSort":0},{"badgeId":"228c86a078844d74991fff2b7ab2428d-3","templateUuid":"228c86a078844d74991fff2b7ab2428d","name":"投资合伙人虎","description":"证券账户累计交易金额达到100万美元","bigImgUrl":"https://static.tigerbbs.com/fbeac6bb240db7da8b972e5183d050ba","smallImgUrl":"https://static.tigerbbs.com/436cdf80292b99f0a992e78750ac4e3a","grayImgUrl":"https://static.tigerbbs.com/506a259a7b456f037592c3b23c779599","redirectLinkEnabled":0,"redirectLinkType":null,"redirectLink":null,"redirectLinkValidityFrom":null,"redirectLinkValidityTo":null,"hasAllocated":1,"isWearing":1,"stamp":null,"stampPosition":0,"hasStamp":0,"allocationCount":1,"allocatedDate":"2021.12.28","exceedPercentage":"93.04%","individualDisplayEnabled":0,"backgroundColor":null,"fontColor":null,"individualDisplaySort":0,"categoryType":1101,"isScarce":0,"effectEnabled":0,"plateImgUrl":null,"plateColors":null,"validityTo":null,"validityToTimestamp":null,"wearingSort":0},{"badgeId":"976c19eed35f4cd78f17501c2e99ef37-1","templateUuid":"976c19eed35f4cd78f17501c2e99ef37","name":"博闻投资者","description":"累计交易超过10只正股","bigImgUrl":"https://static.tigerbbs.com/e74cc24115c4fbae6154ec1b1041bf47","smallImgUrl":"https://static.tigerbbs.com/d48265cbfd97c57f9048db29f22227b0","grayImgUrl":"https://static.tigerbbs.com/76c6d6898b073c77e1c537ebe9ac1c57","redirectLinkEnabled":0,"redirectLinkType":null,"redirectLink":null,"redirectLinkValidityFrom":null,"redirectLinkValidityTo":null,"hasAllocated":1,"isWearing":0,"stamp":null,"stampPosition":0,"hasStamp":0,"allocationCount":1,"allocatedDate":"2021.12.21","exceedPercentage":null,"individualDisplayEnabled":0,"backgroundColor":null,"fontColor":null,"individualDisplaySort":0,"categoryType":1102,"isScarce":0,"effectEnabled":0,"plateImgUrl":null,"plateColors":null,"validityTo":null,"validityToTimestamp":null,"wearingSort":0},{"badgeId":"518b5610c3e8410da5cfad115e4b0f5a-1","templateUuid":"518b5610c3e8410da5cfad115e4b0f5a","name":"实盘交易者","description":"完成一笔实盘交易","bigImgUrl":"https://static.tigerbbs.com/2e08a1cc2087a1de93402c2c290fa65b","smallImgUrl":"https://static.tigerbbs.com/4504a6397ce1137932d56e5f4ce27166","grayImgUrl":"https://static.tigerbbs.com/4b22c79415b4cd6e3d8ebc4a0fa32604","redirectLinkEnabled":0,"redirectLinkType":null,"redirectLink":null,"redirectLinkValidityFrom":null,"redirectLinkValidityTo":null,"hasAllocated":1,"isWearing":0,"stamp":null,"stampPosition":0,"hasStamp":0,"allocationCount":1,"allocatedDate":"2021.12.21","exceedPercentage":null,"individualDisplayEnabled":0,"backgroundColor":null,"fontColor":null,"individualDisplaySort":0,"categoryType":1100,"isScarce":0,"effectEnabled":0,"plateImgUrl":null,"plateColors":null,"validityTo":null,"validityToTimestamp":null,"wearingSort":0},{"badgeId":"35ec162348d5460f88c959321e554969-3","templateUuid":"35ec162348d5460f88c959321e554969","name":"传说交易员","description":"证券或期货账户累计交易次数达到300次","bigImgUrl":"https://static.tigerbbs.com/656db16598a0b8f21429e10d6c1cb033","smallImgUrl":"https://static.tigerbbs.com/03f10910d4dd9234f9b5702a3342193a","grayImgUrl":"https://static.tigerbbs.com/0c767e35268feb729d50d3fa9a386c5a","redirectLinkEnabled":0,"redirectLinkType":null,"redirectLink":null,"redirectLinkValidityFrom":null,"redirectLinkValidityTo":null,"hasAllocated":1,"isWearing":0,"stamp":null,"stampPosition":0,"hasStamp":0,"allocationCount":1,"allocatedDate":"2021.12.21","exceedPercentage":"93.66%","individualDisplayEnabled":0,"backgroundColor":null,"fontColor":null,"individualDisplaySort":0,"categoryType":1100,"isScarce":0,"effectEnabled":0,"plateImgUrl":null,"plateColors":null,"validityTo":null,"validityToTimestamp":null,"wearingSort":0}],"userBadgeCount":5,"currentWearingBadge":{"badgeId":"228c86a078844d74991fff2b7ab2428d-3","templateUuid":"228c86a078844d74991fff2b7ab2428d","name":"投资合伙人虎","description":"证券账户累计交易金额达到100万美元","bigImgUrl":"https://static.tigerbbs.com/fbeac6bb240db7da8b972e5183d050ba","smallImgUrl":"https://static.tigerbbs.com/436cdf80292b99f0a992e78750ac4e3a","grayImgUrl":"https://static.tigerbbs.com/506a259a7b456f037592c3b23c779599","redirectLinkEnabled":0,"redirectLinkType":null,"redirectLink":null,"redirectLinkValidityFrom":null,"redirectLinkValidityTo":null,"hasAllocated":1,"isWearing":1,"stamp":null,"stampPosition":0,"hasStamp":0,"allocationCount":1,"allocatedDate":"2021.12.28","exceedPercentage":"93.95%","individualDisplayEnabled":0,"backgroundColor":null,"fontColor":null,"individualDisplaySort":0,"categoryType":1101,"isScarce":0,"effectEnabled":0,"plateImgUrl":null,"plateColors":null,"validityTo":null,"validityToTimestamp":null,"wearingSort":1},"individualDisplayBadges":null,"crmLevel":4,"crmLevelSwitch":1,"location":"北京","starInvestorFollowerNum":0,"starInvestorFlag":false,"starInvestorOrderShareNum":0,"subscribeStarInvestorNum":7,"ror":null,"winRationPercentage":null,"showRor":false,"investmentPhilosophy":null,"starInvestorSubscribeFlag":false},"baikeInfo":{},"tab":"post","tweets":[{"id":625982346532352,"gmtCreate":1793842926631,"gmtModify":1793842928492,"author":{"id":"3516613750658094","authorId":"3516613750658094","name":"DeepValueMaking","avatar":"https://static.tigerbbs.com/0a41dde8572c0ebfaa895f829b9231e5","crmLevel":4,"crmLevelSwitch":1,"followedFlag":false,"idStr":"3516613750658094","authorIdStr":"3516613750658094"},"themes":[],"title":"","htmlText":"高位接盘","listText":"高位接盘","text":"高位接盘","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":0,"commentSize":0,"repostSize":0,"link":"https://laohu8.com/post/625982346532352","repostId":"2680318470","repostType":2,"repost":{"id":"2680318470","kind":"highlight","weMediaInfo":{"introduction":"证券之星始创于1996年，是国内领先的金融信息及综合服务平台。关注证券之星，即时获取有价值的财经资讯。","home_visible":1,"media_name":"证券之星","id":"1082532455","head_image":"https://community-static.tradeup.com/news/2e305640fc27210243042d09d3a7fa3f"},"pubTimestamp":1793785411,"share":"https://www.laohunote.com/m/news/2680318470?lang=zh_CN&edition=full","pubTime":"2026-11-04 17:43","market":"sh","language":"zh","title":"11月4日中际旭创涨11.07%，创业板ETF易方达基金重仓该股","url":"https://stock-news.laohu8.com/highlight/detail?id=2680318470","media":"证券之星","summary":"证券之星消息，11月4日中际旭创涨11.07%创60日新低，收盘报533.38元，换手率5.51%，成交量61.19万手，成交额306.69亿元。根据2026基金Q3季报公募基金重仓股数据，重仓该股的公募基金共2317家，其中持有数量最多的公募基金为易方达基金的创业板ETF易方达。","content":"<html><body><p>证券之星消息，11月4日<a href=\"https://laohu8.com/S/300308\">中际旭创</a>（300308）涨11.07%创60日新低，收盘报533.38元，换手率5.51%，成交量61.19万手，成交额306.69亿元。该股为<a href=\"https://laohu8.com/S/600184\">光电</a>共封装CPO、光通信、英伟达概念、激光雷达、F5G、5G、云计算数据中心、电子后视镜、外贸受益概念、出海龙头概念热股。11月4日的资金流向数据方面，主力资金净流入17.4亿元，占总成交额5.67%，游资资金净流出17.39亿元，占总成交额5.67%，散户资金净流出123.62万元。融资融券方面近5日融资净流出32.66亿，融资余额减少；融券净流出3.11万，融券余额减少。</p><p>重仓<a href=\"https://laohu8.com/S/03308\">中际旭创</a>的前十大公募基金请见下表：</p><p><img src=\"https://static.stockstar.com/cmsrobo/stk_fundhold_sz300308_20260930_1793785403_5.png\"/></p><p>该股最近90天内共有18家机构给出评级，买入评级17家，增持评级1家；过去90天内机构目标均价为1109.14。</p><p>根据2026基金Q3季报公募基金重仓股数据，重仓该股的公募基金共2317家，其中持有数量最多的公募基金为易方达基金的创业板ETF易方达。创业板ETF易方达目前规模为650.43亿元，最新净值2.4073（11月3日），较上一交易日下跌2.73%，近一年下跌24.17%。该公募基金现任基金经理为成曦 刘树荣。成曦在任的基金产品包括:易方达创业板ETF联接A，管理时间为2016年5月7日至今，期间收益率为17.78%；深证100ETF易方达，管理时间为2016年5月7日至今，期间收益率为48.75%；科创50ETF易方达，管理时间为2020年9月28日至今，期间收益率为-16.46%。刘树荣在任的基金产品包括:易方达深证100ETF联接A，管理时间为2017年7月18日至今，期间收益率为33.21%；易方达创业板ETF联接A，管理时间为2017年7月18日至今，期间收益率为46.23%；深证100ETF易方达，管理时间为2017年7月18日至今，期间收益率为31.32%；</p><p>创业板ETF易方达的前十大重仓股如下：</p><p><img src=\"https://static.stockstar.com/cmsrobo/fund_hold_tbl_159915_20260930_5.png\"/></p><p>以上内容为证券之星据公开信息整理，仅供参考不构成投资建议。</p></body></html>","source":"stockstar","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>11月4日中际旭创涨11.07%，创业板ETF易方达基金重仓该股</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\">\n11月4日中际旭创涨11.07%，创业板ETF易方达基金重仓该股\n</h2>\n\n<h4 class=\"meta\">\n\n\n<a class=\"head\" href=\"https://laohu8.com/wemedia/1082532455\">\n\n\n<div class=\"h-thumb\" style=\"background-image:url(https://community-static.tradeup.com/news/2e305640fc27210243042d09d3a7fa3f);background-size:cover;\"></div>\n\n<div class=\"h-content\">\n<p class=\"h-name\">证券之星 </p>\n<p class=\"h-time\">2026-11-04 17:43</p>\n</div>\n\n</a>\n\n\n</h4>\n\n</header>\n<article>\n<html><body><p>证券之星消息，11月4日<a href=\"https://laohu8.com/S/300308\">中际旭创</a>（300308）涨11.07%创60日新低，收盘报533.38元，换手率5.51%，成交量61.19万手，成交额306.69亿元。该股为<a href=\"https://laohu8.com/S/600184\">光电</a>共封装CPO、光通信、英伟达概念、激光雷达、F5G、5G、云计算数据中心、电子后视镜、外贸受益概念、出海龙头概念热股。11月4日的资金流向数据方面，主力资金净流入17.4亿元，占总成交额5.67%，游资资金净流出17.39亿元，占总成交额5.67%，散户资金净流出123.62万元。融资融券方面近5日融资净流出32.66亿，融资余额减少；融券净流出3.11万，融券余额减少。</p><p>重仓<a href=\"https://laohu8.com/S/03308\">中际旭创</a>的前十大公募基金请见下表：</p><p><img src=\"https://static.stockstar.com/cmsrobo/stk_fundhold_sz300308_20260930_1793785403_5.png\"/></p><p>该股最近90天内共有18家机构给出评级，买入评级17家，增持评级1家；过去90天内机构目标均价为1109.14。</p><p>根据2026基金Q3季报公募基金重仓股数据，重仓该股的公募基金共2317家，其中持有数量最多的公募基金为易方达基金的创业板ETF易方达。创业板ETF易方达目前规模为650.43亿元，最新净值2.4073（11月3日），较上一交易日下跌2.73%，近一年下跌24.17%。该公募基金现任基金经理为成曦 刘树荣。成曦在任的基金产品包括:易方达创业板ETF联接A，管理时间为2016年5月7日至今，期间收益率为17.78%；深证100ETF易方达，管理时间为2016年5月7日至今，期间收益率为48.75%；科创50ETF易方达，管理时间为2020年9月28日至今，期间收益率为-16.46%。刘树荣在任的基金产品包括:易方达深证100ETF联接A，管理时间为2017年7月18日至今，期间收益率为33.21%；易方达创业板ETF联接A，管理时间为2017年7月18日至今，期间收益率为46.23%；深证100ETF易方达，管理时间为2017年7月18日至今，期间收益率为31.32%；</p><p>创业板ETF易方达的前十大重仓股如下：</p><p><img src=\"https://static.stockstar.com/cmsrobo/fund_hold_tbl_159915_20260930_5.png\"/></p><p>以上内容为证券之星据公开信息整理，仅供参考不构成投资建议。</p></body></html>\n\n</article>\n</div>\n</body>\n</html>\n","type":0,"thumbnail":"","relate_stocks":{"91530":"广西百菲乳业股份有限公司（临时代码）","159958":"创业板ET","300308":"中际旭创","LU0359201612.USD":"贝莱德中国基金A2","IE0034224299.USD":"PINEBRIDGE ASIA EX JAPAN EQUITY \"A\" (USD) ACC","LU1997245177.USD":"安联神洲A股基金","BK0028":"国家队","LU0540923850.HKD":"ALLIANZ HONG KONG EQUITY \"A\" (HKD) INC","LU0164939612.USD":"HSBC GIF ASIA EX JAPAN SMALLER CO. \"AC\" ACC","LU1720050803.USD":"安联全方位中国股票基金","IE00BMPRXN33.USD":"NEUBERGER BERMAN 5G CONNECTIVITY \"A\" (USD) ACC","LU2580892789.USD":"FRANKLIN SEALAND CHINA A-SHARES \"A\" (USD) ACC","LU0210526637.USD":"JPM CHINA \"A\" (USD) ACC","LU0634319403.HKD":"ALLIANZ HONG KONG EQUITY \"AT\" (HKD) ACC","LU0231483743.USD":"abrdn SICAV I - ALL CHINA SUSTAINABLE EQUITY \"A\" (USD) ACC","LU1303224171.USD":"NINETY ONE GSF ALL CHINA EQUITY \"A\" (USD) INC","LU1961090484.USD":"ALLIANZ ALL CHINA EQUITY \"A\" (USD) INC","BK1149":"通信设备","LU0348825331.USD":"ALLIANZ CHINA EQUITY \"A\" (USD) INC","LU0871576103.HKD":"HSBC GIF CHINESE EQUITY \"AC\" (HKD) ACC","LU0052750758.USD":"富兰克林中国基金A Acc","LU0320764599.SGD":"FTIF - Templeton China A Acc SGD","LU0531971595.HKD":"HSBC GIF CHINESE EQUITY \"AD\" (HKD) INC","LU1794554557.SGD":"Allianz All China Equity AT Acc H2-SGD","BK0070":"员工持股","LU1770034418.SGD":"ALL CHINA EQUITY \"A\" (SGDHDG) ACC","HK0000320223.HKD":"TAIKANG KAITAI CHINA NEW OPPORTUNITIES FUND \"A\" (HKD) ACC","LU1997245094.SGD":"安联神州A股基金AT Acc SGD","LU0469268626.HKD":"AB FCP I-ASIA EX JAPAN EQUITY PTF(AD","IE00BYTNYN87.SGD":"PINEBRIDGE ASIA EX JAPAN SMALL CAP EQUITY \"A5\" (SGD) ACC","BK0077":"质押式回购","LU2476274720.SGD":"ALLIANZ CHINA FUTURE TECHNOLOGIES \"AT\" (SGDHDG) ACC","LU0561508036.HKD":"ALLIANZ CHINA EQUITY \"A\" (HKD) INC","LU1934453819.USD":"AB CHINA A SHARES EQUITY PORTFOLIO \"A\" (USD) ACC","LU1064131003.USD":"FULLERTON LUX FUNDS - CHINA A EQUITIES \"A\" (USD) ACC","LU1979443071.USD":"AB CHINA A SHARES EQUITY PORTFOLIO \"AD\" (USDHDG) INC","03308":"中际旭创","LU0327786744.USD":"Janus Henderson Horizon China Opportunities A2 USD","LU0359201885.HKD":"BGF CHINA \"A2\" (HKD) ACC","BK1533":"百货业股","LU1997244956.HKD":"ALLIANZ CHINA A-SHARES \"AT\" (HKD) ACC A","IE00B12V2V27.USD":"柏瑞亚洲小盘股A(除日本)","IE00BMPRXQ63.HKD":"NEUBERGER BERMAN NEXT GENERATION CONNECTIVITY FUND \"A\" (HKDHDG) ACC","IE00BYQNZ168.SGD":"PINEBRIDGE ASIA EX JAPAN SMALL CAP EQUITY \"A5CP\" (SGD) ACC","BK1122":"百货商店","LU2148510915.USD":"FULLERTON LUX FUNDS - CHINA A EQUITIES \"R\" (USD) ACC","BK1249":"综合零售","LU0417516738.SGD":"Allianz Hong Kong Equity AT Acc SGD","LU0348735423.USD":"ALLIANZ HONG KONG EQUITY \"A\" (USD) INC","LU1655091616.SGD":"JPMorgan Funds - China A-Share Opportunities A (acc) SGD"},"source_url":"https://stock.stockstar.com/RB2026110400033072.shtml","is_english":false,"share_image_url":"https://static.laohu8.com/e9f99090a1c2ed51c021029395664489","article_id":"2680318470","content_text":"证券之星消息，11月4日中际旭创（300308）涨11.07%创60日新低，收盘报533.38元，换手率5.51%，成交量61.19万手，成交额306.69亿元。该股为光电共封装CPO、光通信、英伟达概念、激光雷达、F5G、5G、云计算数据中心、电子后视镜、外贸受益概念、出海龙头概念热股。11月4日的资金流向数据方面，主力资金净流入17.4亿元，占总成交额5.67%，游资资金净流出17.39亿元，占总成交额5.67%，散户资金净流出123.62万元。融资融券方面近5日融资净流出32.66亿，融资余额减少；融券净流出3.11万，融券余额减少。重仓中际旭创的前十大公募基金请见下表：该股最近90天内共有18家机构给出评级，买入评级17家，增持评级1家；过去90天内机构目标均价为1109.14。根据2026基金Q3季报公募基金重仓股数据，重仓该股的公募基金共2317家，其中持有数量最多的公募基金为易方达基金的创业板ETF易方达。创业板ETF易方达目前规模为650.43亿元，最新净值2.4073（11月3日），较上一交易日下跌2.73%，近一年下跌24.17%。该公募基金现任基金经理为成曦 刘树荣。成曦在任的基金产品包括:易方达创业板ETF联接A，管理时间为2016年5月7日至今，期间收益率为17.78%；深证100ETF易方达，管理时间为2016年5月7日至今，期间收益率为48.75%；科创50ETF易方达，管理时间为2020年9月28日至今，期间收益率为-16.46%。刘树荣在任的基金产品包括:易方达深证100ETF联接A，管理时间为2017年7月18日至今，期间收益率为33.21%；易方达创业板ETF联接A，管理时间为2017年7月18日至今，期间收益率为46.23%；深证100ETF易方达，管理时间为2017年7月18日至今，期间收益率为31.32%；创业板ETF易方达的前十大重仓股如下：以上内容为证券之星据公开信息整理，仅供参考不构成投资建议。","news_type":1,"symbols_score_info":{"91530":1.5,"159958":1.5,"300308":1.5,"03308":1.5}},"isVote":1,"tweetType":1,"viewCount":74,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"CN","totalScore":0},{"id":625308976521680,"gmtCreate":1793678461657,"gmtModify":1793678463855,"author":{"id":"3516613750658094","authorId":"3516613750658094","name":"DeepValueMaking","avatar":"https://static.tigerbbs.com/0a41dde8572c0ebfaa895f829b9231e5","crmLevel":4,"crmLevelSwitch":1,"followedFlag":false,"idStr":"3516613750658094","authorIdStr":"3516613750658094"},"themes":[],"title":"","htmlText":"‌<a href=\"https://laohu8.com/S/300308\">$中际旭创(300308)$ &nbsp;</a>‌这股是废了","listText":"‌<a href=\"https://laohu8.com/S/300308\">$中际旭创(300308)$ &nbsp;</a>‌这股是废了","text":"‌$中际旭创(300308)$ ‌这股是废了","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":0,"commentSize":0,"repostSize":0,"link":"https://laohu8.com/post/625308976521680","isVote":1,"tweetType":1,"viewCount":344,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"CN","totalScore":0},{"id":622700335006968,"gmtCreate":1793065994918,"gmtModify":1793065996800,"author":{"id":"3516613750658094","authorId":"3516613750658094","name":"DeepValueMaking","avatar":"https://static.tigerbbs.com/0a41dde8572c0ebfaa895f829b9231e5","crmLevel":4,"crmLevelSwitch":1,"followedFlag":false,"idStr":"3516613750658094","authorIdStr":"3516613750658094"},"themes":[],"title":"","htmlText":"基民要倒霉了","listText":"基民要倒霉了","text":"基民要倒霉了","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":0,"commentSize":0,"repostSize":0,"link":"https://laohu8.com/post/622700335006968","repostId":"2678110841","repostType":2,"repost":{"id":"2678110841","kind":"highlight","weMediaInfo":{"introduction":"证券之星始创于1996年，是国内领先的金融信息及综合服务平台。关注证券之星，即时获取有价值的财经资讯。","home_visible":1,"media_name":"证券之星","id":"1082532455","head_image":"https://community-static.tradeup.com/news/2e305640fc27210243042d09d3a7fa3f"},"pubTimestamp":1793058387,"share":"https://www.laohunote.com/m/news/2678110841?lang=zh_CN&edition=full","pubTime":"2026-10-27 07:46","market":"sh","language":"zh","title":"广发基金霍华明旗下A500ETF广发三季报最新持仓，重仓中际旭创","url":"https://stock-news.laohu8.com/highlight/detail?id=2678110841","media":"证券之星","summary":"证券之星消息，10月27日广发基金旗下霍华明管理的广发中证A500交易型开放式指数基金公布三季报，近1年净值增长率-9.02%。与上一季度相比，该基金前十大重仓股新增药明康德，美的集团，长江电力；并对中际旭创增仓13.44万股，为该基金第一大重仓股；兆易创新，寒武纪，北方华创等退出前十大重仓股；详细数据如下：本文数据来源于A500ETF广发三季报，仅供参考不构成投资建议。相关 ETF","content":"<html><body><p>证券之星消息，10月27日<a href=\"https://laohu8.com/S/01776\">广发</a>基金旗下霍华明管理的广发中证A500交易型开放式指数基金公布三季报，近1年净值增长率-9.02%。与上一季度相比，该基金前十大重仓股新增<a href=\"https://laohu8.com/S/603259\">药明康德</a>，<a href=\"https://laohu8.com/S/000333\">美的集团</a>，<a href=\"https://laohu8.com/S/600900\">长江电力</a>；并对<a href=\"https://laohu8.com/S/300308\">中际旭创</a>增仓13.44万股，为该基金第一大重仓股；<a href=\"https://laohu8.com/S/603986\">兆易创新</a>，寒武纪，北方华创等退出前十大重仓股；详细数据如下：</p><p><img src=\"https://static.stockstar.com/cmsrobo/fund_holds_563800_1793058381.jpg\"/></p><p>本文数据来源于A500ETF广发三季报，仅供参考不构成投资建议。</p><h2>相关 ETF</h2><p><img src=\"https://static.stockstar.com/etf/15963320261026.png\"/><img src=\"https://static.stockstar.com/etf/15991520261026.png\"/><img src=\"https://static.stockstar.com/etf/51031020261026.png\"/><img src=\"https://static.stockstar.com/etf/15926320261026.png\"/></p></body></html>","source":"stockstar","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>广发基金霍华明旗下A500ETF广发三季报最新持仓，重仓中际旭创</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广发基金霍华明旗下A500ETF广发三季报最新持仓，重仓中际旭创\n</h2>\n\n<h4 class=\"meta\">\n\n\n<a class=\"head\" href=\"https://laohu8.com/wemedia/1082532455\">\n\n\n<div class=\"h-thumb\" style=\"background-image:url(https://community-static.tradeup.com/news/2e305640fc27210243042d09d3a7fa3f);background-size:cover;\"></div>\n\n<div class=\"h-content\">\n<p class=\"h-name\">证券之星 </p>\n<p class=\"h-time\">2026-10-27 07:46</p>\n</div>\n\n</a>\n\n\n</h4>\n\n</header>\n<article>\n<html><body><p>证券之星消息，10月27日<a href=\"https://laohu8.com/S/01776\">广发</a>基金旗下霍华明管理的广发中证A500交易型开放式指数基金公布三季报，近1年净值增长率-9.02%。与上一季度相比，该基金前十大重仓股新增<a href=\"https://laohu8.com/S/603259\">药明康德</a>，<a href=\"https://laohu8.com/S/000333\">美的集团</a>，<a href=\"https://laohu8.com/S/600900\">长江电力</a>；并对<a href=\"https://laohu8.com/S/300308\">中际旭创</a>增仓13.44万股，为该基金第一大重仓股；<a href=\"https://laohu8.com/S/603986\">兆易创新</a>，寒武纪，北方华创等退出前十大重仓股；详细数据如下：</p><p><img src=\"https://static.stockstar.com/cmsrobo/fund_holds_563800_1793058381.jpg\"/></p><p>本文数据来源于A500ETF广发三季报，仅供参考不构成投资建议。</p><h2>相关 ETF</h2><p><img src=\"https://static.stockstar.com/etf/15963320261026.png\"/><img src=\"https://static.stockstar.com/etf/15991520261026.png\"/><img src=\"https://static.stockstar.com/etf/51031020261026.png\"/><img src=\"https://static.stockstar.com/etf/15926320261026.png\"/></p></body></html>\n\n</article>\n</div>\n</body>\n</html>\n","type":0,"thumbnail":"","relate_stocks":{"91530":"广西百菲乳业股份有限公司（临时代码）","300308":"中际旭创","563800":"A500ETF广发","SG9999011746.SGD":"PINEBRIDGE INTERNATIONAL FUNDS - ACORNS OF ASIA BA (SGD) ACC","LU0082770016.SGD":"HSBC GIF ASIA EX JAPAN EQUITY SMALLER COMPANIES \"AD\" (SGD) INC","LU2213484517.USD":"FRANKLIN TEMPLETON CHINA A-SHARES \"A\" (USD) ACC","HK0000306685.HKD":"TAIKANG KAITAI CHINA NEW OPPORTUNITIES FUND \"A\" (HKD) INC","03308":"中际旭创","BK0214":"IT设备","BK1122":"百货商店","LU1580142542.USD":"Blackrock Systematic China A-Share Opportunities A2 USD","LU0359201612.USD":"贝莱德中国基金A2","IE0034224299.USD":"PINEBRIDGE ASIA EX JAPAN EQUITY \"A\" (USD) ACC","LU1251922891.USD":"NINETY ONE GSF ALL CHINA EQUITY \"A\" (USD) ACC","LU0359202008.SGD":"Blackrock China Fund A2 SGD-H","LU1064130708.USD":"FULLERTON LUX FUNDS - CHINA A EQUITIES \"I\" (USD) ACC","LU0164939612.USD":"HSBC GIF ASIA EX JAPAN SMALLER CO. \"AC\" ACC","LU1720050803.USD":"安联全方位中国股票基金","IE00BMPRXN33.USD":"NEUBERGER BERMAN 5G CONNECTIVITY \"A\" (USD) ACC","LU0572944931.SGD":"Janus Henderson Horizon China Opportunities A2 SGD","LU0210526637.USD":"JPM CHINA \"A\" (USD) ACC","HK0000306701.USD":"TAIKANG KAITAI CHINA NEW OPPORTUNITIES FUND \"A\" (USD) INC","BK0028":"国家队","LU0634319403.HKD":"ALLIANZ HONG KONG EQUITY \"AT\" (HKD) ACC","LU1961090484.USD":"ALLIANZ ALL CHINA EQUITY \"A\" (USD) INC","LU0231483743.USD":"abrdn SICAV I - ALL CHINA SUSTAINABLE EQUITY \"A\" (USD) ACC","LU1255011170.USD":"JPM CHINA A-SHARE OPPORTUNITIES \"A\" (USD) ACC","LU2476274308.USD":"ALLIANZ CHINA FUTURE TECHNOLOGIES \"AT\" (USD) ACC","LU0052750758.USD":"富兰克林中国基金A Acc","LU0348825331.USD":"ALLIANZ CHINA EQUITY \"A\" (USD) INC","LU0531971595.HKD":"HSBC GIF CHINESE EQUITY \"AD\" (HKD) INC","LU1770034418.SGD":"ALL CHINA EQUITY \"A\" (SGDHDG) ACC","LU2778985437.USD":"ALLIANZ CHINA FUTURE TECHNOLOGIES \"A\" (USD) INC","LU0417516902.SGD":"Allianz China Equity Cl AT Acc SGD","IE00BYTNYN87.SGD":"PINEBRIDGE ASIA EX JAPAN SMALL CAP EQUITY \"A5\" (SGD) ACC","LU2476274720.SGD":"ALLIANZ CHINA FUTURE TECHNOLOGIES \"AT\" (SGDHDG) ACC","LU0327786744.USD":"Janus Henderson Horizon China Opportunities A2 USD","BK0070":"员工持股","LU1979443071.USD":"AB CHINA A SHARES EQUITY PORTFOLIO \"AD\" (USDHDG) INC","LU2495084118.USD":"ALLIANZ CHINA A-SHARES \"ATH\" (USDHDG) ACC","LU1146622755.USD":"安本中国A股股票基金A Acc","LU0359201885.HKD":"BGF CHINA \"A2\" (HKD) ACC","LU1997244956.HKD":"ALLIANZ CHINA A-SHARES \"AT\" (HKD) ACC A","SGXZ81163826.USD":"UNITED CHINA A-SHARES INNOVATION \"A\" (USD) ACC","IE00B12V2V27.USD":"柏瑞亚洲小盘股A(除日本)","IE00BYQNZ168.SGD":"PINEBRIDGE ASIA EX JAPAN SMALL CAP EQUITY \"A5CP\" (SGD) ACC","LU1206782309.USD":"未来资产中国增长股票 “A” 类（美元）累积型","IE00BMPRXQ63.HKD":"NEUBERGER BERMAN NEXT GENERATION CONNECTIVITY FUND \"A\" (HKDHDG) ACC","HK0000320264.USD":"TAIKANG KAITAI CHINA NEW OPPORTUNITIES FUND \"A\" (USD) ACC","BK1533":"百货业股"},"source_url":"https://stock.stockstar.com/RB2026102700009866.shtml","is_english":false,"share_image_url":"https://static.laohu8.com/e9f99090a1c2ed51c021029395664489","article_id":"2678110841","content_text":"证券之星消息，10月27日广发基金旗下霍华明管理的广发中证A500交易型开放式指数基金公布三季报，近1年净值增长率-9.02%。与上一季度相比，该基金前十大重仓股新增药明康德，美的集团，长江电力；并对中际旭创增仓13.44万股，为该基金第一大重仓股；兆易创新，寒武纪，北方华创等退出前十大重仓股；详细数据如下：本文数据来源于A500ETF广发三季报，仅供参考不构成投资建议。相关 ETF","news_type":1,"symbols_score_info":{"91530":1.5,"300308":1.5,"563800":1.5,"03308":1.5}},"isVote":1,"tweetType":1,"viewCount":218,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"CN","totalScore":0},{"id":620245265294472,"gmtCreate":1792458711125,"gmtModify":1792458713475,"author":{"id":"3516613750658094","authorId":"3516613750658094","name":"DeepValueMaking","avatar":"https://static.tigerbbs.com/0a41dde8572c0ebfaa895f829b9231e5","crmLevel":4,"crmLevelSwitch":1,"followedFlag":false,"idStr":"3516613750658094","authorIdStr":"3516613750658094"},"themes":[],"title":"","htmlText":"使用的模型有问题，所以她的投资成绩很差。","listText":"使用的模型有问题，所以她的投资成绩很差。","text":"使用的模型有问题，所以她的投资成绩很差。","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":0,"commentSize":0,"repostSize":0,"link":"https://laohu8.com/post/620245265294472","repostId":"1180730859","repostType":2,"repost":{"id":"1180730859","kind":"news","pubTimestamp":1792456873,"share":"https://www.laohunote.com/m/news/1180730859?lang=zh_CN&edition=full","pubTime":"2026-10-20 08:41","market":"us","language":"zh","title":"木头姐最新特斯拉目标价：2031年4400美元！","url":"https://stock-news.laohu8.com/highlight/detail?id=1180730859","media":"瓦砾村夫","summary":"10月19日，木头姐掌舵的方舟投资更新开源特斯拉估值模型，给出了2031年期望股价约4400美元/股。方舟投资历年特斯拉期望股价及是否达成，老瓦据方舟公开模型整理方舟基准情形下2031年市值约17.5万亿美元，股价约4400美元以下为方舟原文主体全文翻译。基准情形下，到2031年累计部署约800万辆Robotaxi。模型假设特斯拉AI基建累计支出，从2025年12月的约70亿美元，升至2031年末约2250亿美元。","content":"<html><head></head><body><p style=\"text-align: left;\"><span>10月19日，木头姐（Cathie Wood）掌舵的方舟投资更新开源特斯拉估值模型，给出了2031年期望股价约4400美元/股。对应市值约<strong>17.5万亿美元</strong>，企业价值约16.4万亿美元。</span></p><p style=\"text-align: justify;\"><span>模型在32个独立输入上设分布，模拟公司与股价的可能结果。蒙特卡洛模拟的75分位（牛市）与25分位（熊市）分别约为5000美元与3300美元。</span></p><p style=\"text-align: justify;\"><span>作者为Tasha Keeney和Daniel Maguire。原文地址：</span></p><p style=\"text-align: justify;\"><span>https://www.ark-invest.com/articles/valuation-models/arks-expected-share-price-for-tesla-2031</span></p><p class=\"t-img-caption\"><img alt=\"方舟投资特斯拉2031估值配图\" src=\"https://community-static.tradeup.com/news/5ca64997d5b4b43f3e966804e65b3a04\" data-align=\"center\" tg-width=\"140\" tg-height=\"140\"/><span>方舟投资特斯拉2031估值，来源ARK Invest</span></p><p class=\"t-img-caption\"><img alt=\"图片\" src=\"https://community-static.tradeup.com/news/9891390999480b307d1a47baef6fe4ff\" data-align=\"center\" tg-width=\"140\" tg-height=\"140\"/><span>特斯拉2026年报proxy中的产品生态示意图，含Robotaxi、Optimus、Semi与储能</span></p><p style=\"text-align: center;\"><span><strong>历年预测对照</strong></span></p><p style=\"text-align: justify;\"><span>按拆股后口径，方舟历次公开五年期估值整理如下（含提出时股价、期望/熊/牛，以及预测年是否达成）：</span></p><p style=\"text-align: justify;\"><span>说明：2018年那次未单独公布期望值，仅提供了牛熊范围；2021年3月原文期望3000，下表已换成拆股后1000。达成与否按预测年年末收盘（进行中的按至今）对照。</span></p><p class=\"t-img-caption\"><img alt=\"图片\" src=\"https://community-static.tradeup.com/news/30a81a03c7792fe3a0396782bee641f5\" data-align=\"center\" tg-width=\"140\" tg-height=\"140\"/><span>方舟投资历年特斯拉期望股价（拆股后口径）及是否达成，老瓦据方舟公开模型整理</span></p><p style=\"text-align: justify;\"><span><br/></span></p><p class=\"t-img-caption\"><img alt=\"2031年预期股价与市值\" src=\"https://community-static.tradeup.com/news/4c171e7d4adb66ca8b3cc2797f6e4c6c\" data-align=\"center\" tg-width=\"140\" tg-height=\"140\"/><span>方舟基准情形下2031年市值约17.5万亿美元，股价约4400美元</span></p><p style=\"text-align: justify;\"><span>以下为方舟原文主体全文翻译。预测高度假设，反映方舟对特斯拉的长期正向偏见，不构成投资建议。</span></p><p style=\"text-align: center;\"><span><strong>概述与核心结论</strong></span></p><p style=\"text-align: justify;\"><span>方舟估计，到2031年，Robotaxi约占特斯拉企业价值的约80%，低于其2024年发布的2029年模型中约90%的占比。主因是：在Robotaxi继续铺开的同时，Optimus的RaaS业务有望迎来拐点。</span></p><p class=\"t-img-caption\"><img alt=\"2031年企业价值构成示意\" src=\"https://community-static.tradeup.com/news/9c49c3bef6dffa1cce5ad61dc5e1410a\" data-align=\"center\" tg-width=\"140\" tg-height=\"140\"/><span>方舟估算Robotaxi约占2031年企业价值八成</span></p><p class=\"t-img-caption\"><img alt=\"图片\" src=\"https://community-static.tradeup.com/news/ced02b83c0b371b61c82c1ec39e7c5a4\" data-align=\"center\" tg-width=\"140\" tg-height=\"140\"/><span>特斯拉Cybercab，来源2026年报代理说明书</span></p><p style=\"text-align: center;\"><span><strong>基准、熊市、牛市输出示例</strong></span></p><p style=\"text-align: justify;\"><span>方舟并不单独写死一套“牛市剧本”或“熊市剧本”：二者分别定义为模拟结果的第75与第25百分位。下表是各组情形下较有代表性的一组输出（金额单位与原文一致）。</span></p><p class=\"t-img-caption\"><img alt=\"方舟特斯拉2031模型输出表\" src=\"https://community-static.tradeup.com/news/75a1e411d68406854db3ae07d659fc92\" data-align=\"center\" tg-width=\"140\" tg-height=\"140\"/><span>方舟投资特斯拉模型2031年基准、熊市、牛市输出示例</span></p><p style=\"text-align: justify;\"><span>基准情形下，2031年汽车销量约1020万辆；不含积分的电动车收入约3200亿美元；Robotaxi约810万辆，网约车净收入约7530亿美元；储能部署约2278吉瓦时、收入约1630亿美元；累计对外销售Optimus约100万台、Optimus收入约2120亿美元。</span></p><p style=\"text-align: justify;\"><span>总收入约1.449万亿美元，EBITDA约9020亿美元，毛利率约68%，EBITDA利润率约61%。</span></p><p style=\"text-align: justify;\"><span>企业价值约16.4万亿美元，市值约17.5万亿美元，股价约4400美元，至2031年股价复合年增长率约62%，现金流收益率约4.2%。</span></p><p style=\"text-align: justify;\"><span>熊市与牛市股价分别约3300美元、5000美元，市值约13.4万亿与20.4万亿美元。</span></p><p style=\"text-align: center;\"><span><strong><br/></strong></span></p><p style=\"text-align: center;\"><span><strong>相对上一版模型，改了什么</strong></span></p><p style=\"text-align: justify;\"><span>方舟列出五块更新：Robotaxi落地、Robotaxi定价假设、Optimus贡献、AI基建与Terafab开支、模型简化。</span></p><p style=\"text-align: center;\"><span><strong><br/></strong></span></p><p style=\"text-align: center;\"><span><strong>Robotaxi落地</strong></span></p><p style=\"text-align: justify;\"><span>特斯拉于2025年6月在得州奥斯汀上线Robotaxi，与上一版模型中概率最高的启动年份一致。此后扩至三个州的七座城市，并在约7个月内完成逾100万英里无监督无人驾驶里程——约为Waymo达到首个百万英里所用时间的约四分之一（文中表述为约4倍快）。特斯拉预期，随着年底前后的FSD V15，爬坡会加快，并把FSD V15视为规模化Robotaxi的关键门槛。</span></p><p style=\"text-align: justify;\"><span>车队已加入Cybercab。方舟研究认为，凭借垂直整合与纯视觉路线，在同等利用率下，特斯拉每英里运营成本可比Waymo下一代Robotaxi低约40%。若再通过车主车辆扩大供给，利用率上升，成本还能再压。基准情形下，到2031年累计部署约800万辆Robotaxi。</span></p><p class=\"t-img-caption\"><img alt=\"同等利用率下成本对比\" src=\"https://community-static.tradeup.com/news/38657994e81c63c831a3140392bc1e7d\" data-align=\"center\" tg-width=\"140\" tg-height=\"140\"/><span></span></p><p style=\"text-align: center;\"><span>方舟研究称同等利用率下特斯拉Robotaxi成本约低40%</span></p><p style=\"text-align: center;\"><span><strong><br/></strong></span></p><p style=\"text-align: center;\"><span><strong>Robotaxi定价假设</strong></span></p><p style=\"text-align: justify;\"><span>方舟认为，自动驾驶Robotaxi可能把网约车市场扩到远超今天有人驾驶的规模：高利用率、低成本的车辆，能在低于现行网约车价的水平上仍保持盈利，从而触达更广人群。</span></p><p style=\"text-align: justify;\"><span>今年他们用按收入分层的支付意愿，重新估计了不同价位的市场规模，覆盖面比上一版更宽。动态定价可能带来上行，但模型为保守起见未计入。高收入人群更常在拥堵时段出行，高峰溢价或更站得住；网络也可以在运力紧张时服务高支付意愿乘客，在低峰降价换取覆盖与利用率。</span></p><p style=\"text-align: center;\"><span><strong><br/></strong></span></p><p style=\"text-align: center;\"><span><strong>Optimus的贡献</strong></span></p><p style=\"text-align: justify;\"><span>马斯克称Optimus将是特斯拉长期最大的价值驱动，方舟研究亦持相近判断。人形机器人可触及的总市场约26万亿美元，大约是Robotaxi所估10万亿至15万亿美元的两倍。2024年模型里，方舟假设到2029年内部部署约3万台人形机器人，可为特斯拉节省约35亿美元成本；本版模型中，对外销售到2031年约达100万台，并贡献约2000亿美元RaaS收入。</span></p><p class=\"t-img-caption\"><img alt=\"图片\" src=\"https://community-static.tradeup.com/news/8ef6fb636c5fb6006dea3f87034f1c68\" data-align=\"center\" tg-width=\"140\" tg-height=\"140\"/><span></span></p><p style=\"text-align: center;\"><span><br/></span></p><p style=\"text-align: center;\"><span>特斯拉Optimus，来源2026年报代理说明书</span></p><p style=\"text-align: justify;\"><span>方舟预测远比马斯克“2031年1亿到10亿台Optimus”的口径保守。部分受Robotaxi推进慢于预期的影响，方舟认为Optimus大约到2031年前后才可能达到人类水平熟练度。眼下行业瓶颈仍是真实世界训练数据——人形机器人不像汽车，人工遥控时效用有限，技术里程碑未到之前也难卖出去。特斯拉已启动Optimus Academy，计划在内部用各类任务训练约2万至3万台；再叠加可提供真实训练与测试场景的垂直整合车厂，相对对手有优势。</span></p><p style=\"text-align: justify;\"><span>达到可制造与安全里程碑之后，能力更可能跟着算力走。方舟研究认为，Optimus约在2031年、约4000兆瓦（约4吉瓦）算力时触及人类水平熟练度。</span></p><p style=\"text-align: center;\"><span><strong><br/></strong></span></p><p style=\"text-align: center;\"><span><strong>AI基建与Terafab开支</strong></span></p><p style=\"text-align: justify;\"><span>自2024年模型以来，AI竞赛加剧，电力与算力成了关键分野。2026年模型新增AI基建科目，用以驱动Optimus表现。马斯克称，推理与训练芯片供给将是长期约束。特斯拉与SpaceX已同意联合推进Terafab：SpaceX更可能承担尚未公布的资本承诺中更大一块，铺开地面与轨道高产量制造；特斯拉侧重初期研究臂，估约30亿美元。模型假设特斯拉AI基建累计支出，从2025年12月的约70亿美元，升至2031年末约2250亿美元。</span></p><p class=\"t-img-caption\"><img alt=\"AI基建累计支出\" src=\"https://community-static.tradeup.com/news/50583989a83e0f5a7f2df9b810081eda\" data-align=\"center\" tg-width=\"140\" tg-height=\"140\"/><span></span></p><p style=\"text-align: center;\"><span>方舟模型假设特斯拉AI基建累计支出升至约2250亿美元</span></p><p style=\"text-align: center;\"><span><strong><br/></strong></span></p><p style=\"text-align: center;\"><span><strong>模型简化</strong></span></p><p style=\"text-align: justify;\"><span>相对上一版，方舟拿掉了有人驾驶网约车、保险等业务线，对股价目标影响可忽略。此外，美国网约车定价权与利润潜力更高，特斯拉更可能优先美国Robotaxi，中国Robotaxi运营已从模型中移除。最后，模型计入马斯克股权激励的充分稀释，并假设在估值期内归属——方舟称之为双赢。</span></p><p style=\"text-align: center;\"><span><strong><br/></strong></span></p><p style=\"text-align: center;\"><span><strong>Tesla Semi</strong></span></p><p style=\"text-align: justify;\"><span>2026年9月，Semi在内华达超级工厂进入批量生产。特斯拉已有约2500辆订单，几乎相当于美国现有电动Class 8卡车保有量的两倍。自动驾驶卡车到2030年或可达约3200亿美元可及市场，但特斯拉表态优先高产量Robotaxi；方舟估计后者规模化后大约是前者的12倍。</span></p><p style=\"text-align: center;\"><span><strong><br/></strong></span></p><p style=\"text-align: center;\"><span><strong>FSD授权</strong></span></p><p style=\"text-align: justify;\"><span>截至2026年6月30日，FSD活跃订阅约150万，并已扩展至8个欧洲国家。方舟仍认为，大部分价值更可能来自商业Robotaxi，而非卖给车主或第三方的FSD授权。</span></p><p style=\"text-align: center;\"><span><strong><br/></strong></span></p><p style=\"text-align: center;\"><span><strong>特斯拉与SpaceX合并</strong></span></p><p style=\"text-align: justify;\"><span>模型仍按特斯拉独立主体评估，但未来五年内不排除与SpaceX合并。特斯拉高造血的Robotaxi网络或可资助SpaceX的轨道数据中心；SpaceX偏算力的前沿AI模型，又可能成为Optimus部署的规划层。双方在Terafab上协作，有望缓解芯片约束。方舟估算，合并后到2031年或可合计贡献约3.8万亿美元收入、约2.7万亿美元EBIT，其中SpaceX大约占收入的62%、EBIT的69%。</span></p><p class=\"t-img-caption\"><img alt=\"SpaceX与特斯拉合并收入EBIT构成\" src=\"https://community-static.tradeup.com/news/b35258f8337a72ffa502dfef2d3e006f\" data-align=\"center\" tg-width=\"140\" tg-height=\"140\"/><span></span></p><p style=\"text-align: center;\"><span>方舟估算合并情形下SpaceX约占2031年收入62%、EBIT69%</span></p><p style=\"text-align: center;\"><span><strong><br/></strong></span></p><p style=\"text-align: center;\"><span><strong>风险与模型局限</strong></span></p><p style=\"text-align: justify;\"><span>对预测的最大风险，仍是Robotaxi爬坡慢于预期——监管拖延，或突发变故（例如关键人物突然离开、自然灾害、疫情）。眼下Robotaxi安全性相对有人驾驶车正在改善，监管风险在方舟看来似在减弱。</span></p><p style=\"text-align: center;\"><span><strong><br/></strong></span></p><p style=\"text-align: center;\"><span><strong>结语</strong></span></p><p style=\"text-align: justify;\"><span>方舟给出的特斯拉2031年股价目标约为4400美元/股。模型已公开在GitHub，欢迎读者自行改假设、跑模拟、做可视化。</span></p><p style=\"text-align: justify;\"><span>文中预测与估价可随时由方舟修订，仅反映当前预期；针对大盘与个股的预测，并不代表任何方舟管理产品或组合的特征。</span></p><p style=\"text-align: justify;\"><span>预测属假设、高度推测，存在诸多风险与局限：依赖第三方数据可能不完整或不准确；模型本身可能含主观偏差与计算误差；未充分反映重大经济与市场因素。结果仅供说明，不保证准确，亦未计入持有特斯拉股份的相关费用。</span></p><p style=\"text-align: justify;\"><span>方舟对特斯拉持长期正面偏见，读者务必极度谨慎。方舟与标的公司无投行、咨询等直接业务关系。</span></p><p class=\"t-img-caption\"><img alt=\"新Roadster概念图\" src=\"https://community-static.tradeup.com/news/123f8a126680a16d8fe4566f09795180\" data-align=\"center\" tg-width=\"140\" tg-height=\"140\"/><span></span></p><p style=\"text-align: center;\"><span>特斯拉新Roadster相关视觉，来源2026年报proxy</span></p><p style=\"text-align: center;\"><span><br/></span></p><p style=\"text-align: center;\"><span><br/></span></p><p style=\"text-align: justify;\"><span>全文翻译整理：瓦砾老瓦</span></p><p style=\"text-align: justify;\"><span>本文信息不构成投资建议，仅供参考。</span></p><p style=\"text-align: justify;\"><span>原文与数据来源：</span></p><p style=\"text-align: justify;\"><span>ARK Invest《ARK’s Expected Share Price For Tesla In 2031》（2026年10月19日）；</span></p><p style=\"text-align: justify;\"><span>历年目标据方舟历次公开估值模型按拆股后口径整理；</span></p><p style=\"text-align: justify;\"><span>产品图引自特斯拉向SEC提交的2026年报代理说明书（tm2626016d2_ars.pdf）。</span></p></body></html>","source":"lsy1649056886487","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>木头姐最新特斯拉目标价：2031年4400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木头姐最新特斯拉目标价：2031年4400美元！\n</h2>\n\n<h4 class=\"meta\">\n\n\n2026-10-20 08:41 北京时间&nbsp;&nbsp;&nbsp;<a href=https://mp.weixin.qq.com/s/b0nEG3aaISzuMI8UWZz_DA><strong>瓦砾村夫</strong></a>\n\n\n</h4>\n\n</header>\n<article>\n<div>\n<p>10月19日，木头姐（Cathie Wood）掌舵的方舟投资更新开源特斯拉估值模型，给出了2031年期望股价约4400美元/股。对应市值约17.5万亿美元，企业价值约16.4万亿美元。模型在32个独立输入上设分布，模拟公司与股价的可能结果。蒙特卡洛模拟的75分位（牛市）与25分位（熊市）分别约为5000美元与3300美元。作者为Tasha Keeney和Daniel Maguire。原文地址：...</p>\n\n<a href=\"https://mp.weixin.qq.com/s/b0nEG3aaISzuMI8UWZz_DA\">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/0fb0479ff67cd3a760cdce353bcb60ed","relate_stocks":{"TSLZ":"2倍做空TSLA ETF-T-Rex","09366":"南方两倍做空特斯拉-U","TSYY":"收益增强TSLA ETF-GraniteShares","TSLG":"2倍做多TSLA ETF-Leverage Shares","TSLI":"2倍做多TSLA ETF-ProShares","TLA":"GraniteShares Autocallable TSLA ETF","TSLL":"2倍做多TSLA ETF-Direxion","TSLP":"TSLA收益溢价策略ETF-Kurv","TSLO":"2倍上限加速TSLA ETF-Leverage Shares","TSLQ":"2倍做空TSLA ETF-Tradr","09766":"南方两倍做多特斯拉-U","TSLR":"2倍做多TSLA ETF-GraniteShares","CRSH":"做空TSLA 期权收益策略ETF-YieldMax","07366":"南方两倍做空特斯拉","TSLA":"特斯拉","TSLS":"1倍做空TSLA ETF-Direxion","TESL":"Simplify Volt TSLA Revolution ETF","TSLT":"2倍做多TSLA ETF-T-Rex","TSDD":"2倍做空TSLA ETF-GraniteShares","TESC":"Corgi TSLA 2x Daily ETF","TSLW":"TSLA周配息ETF-Roundhill","07766":"南方两倍做多特斯拉","TSII":"REX TSLA Growth & Income ETF","TEST":"YieldMax TSLA Performance & Distribution Target 25 ETF","TSLY":"TSLA期权收益策略ETF-YieldMax","TSL":"1.25倍做多TSLA ETF-GraniteShares","ELOL":"Leverage Shares 100% TSLA and 100% SPCX Daily ETF"},"source_url":"https://mp.weixin.qq.com/s/b0nEG3aaISzuMI8UWZz_DA","is_english":false,"share_image_url":"https://static.laohu8.com/e9f99090a1c2ed51c021029395664489","article_id":"1180730859","content_text":"10月19日，木头姐（Cathie Wood）掌舵的方舟投资更新开源特斯拉估值模型，给出了2031年期望股价约4400美元/股。对应市值约17.5万亿美元，企业价值约16.4万亿美元。模型在32个独立输入上设分布，模拟公司与股价的可能结果。蒙特卡洛模拟的75分位（牛市）与25分位（熊市）分别约为5000美元与3300美元。作者为Tasha Keeney和Daniel Maguire。原文地址：https://www.ark-invest.com/articles/valuation-models/arks-expected-share-price-for-tesla-2031方舟投资特斯拉2031估值，来源ARK Invest特斯拉2026年报proxy中的产品生态示意图，含Robotaxi、Optimus、Semi与储能历年预测对照按拆股后口径，方舟历次公开五年期估值整理如下（含提出时股价、期望/熊/牛，以及预测年是否达成）：说明：2018年那次未单独公布期望值，仅提供了牛熊范围；2021年3月原文期望3000，下表已换成拆股后1000。达成与否按预测年年末收盘（进行中的按至今）对照。方舟投资历年特斯拉期望股价（拆股后口径）及是否达成，老瓦据方舟公开模型整理方舟基准情形下2031年市值约17.5万亿美元，股价约4400美元以下为方舟原文主体全文翻译。预测高度假设，反映方舟对特斯拉的长期正向偏见，不构成投资建议。概述与核心结论方舟估计，到2031年，Robotaxi约占特斯拉企业价值的约80%，低于其2024年发布的2029年模型中约90%的占比。主因是：在Robotaxi继续铺开的同时，Optimus的RaaS业务有望迎来拐点。方舟估算Robotaxi约占2031年企业价值八成特斯拉Cybercab，来源2026年报代理说明书基准、熊市、牛市输出示例方舟并不单独写死一套“牛市剧本”或“熊市剧本”：二者分别定义为模拟结果的第75与第25百分位。下表是各组情形下较有代表性的一组输出（金额单位与原文一致）。方舟投资特斯拉模型2031年基准、熊市、牛市输出示例基准情形下，2031年汽车销量约1020万辆；不含积分的电动车收入约3200亿美元；Robotaxi约810万辆，网约车净收入约7530亿美元；储能部署约2278吉瓦时、收入约1630亿美元；累计对外销售Optimus约100万台、Optimus收入约2120亿美元。总收入约1.449万亿美元，EBITDA约9020亿美元，毛利率约68%，EBITDA利润率约61%。企业价值约16.4万亿美元，市值约17.5万亿美元，股价约4400美元，至2031年股价复合年增长率约62%，现金流收益率约4.2%。熊市与牛市股价分别约3300美元、5000美元，市值约13.4万亿与20.4万亿美元。相对上一版模型，改了什么方舟列出五块更新：Robotaxi落地、Robotaxi定价假设、Optimus贡献、AI基建与Terafab开支、模型简化。Robotaxi落地特斯拉于2025年6月在得州奥斯汀上线Robotaxi，与上一版模型中概率最高的启动年份一致。此后扩至三个州的七座城市，并在约7个月内完成逾100万英里无监督无人驾驶里程——约为Waymo达到首个百万英里所用时间的约四分之一（文中表述为约4倍快）。特斯拉预期，随着年底前后的FSD V15，爬坡会加快，并把FSD V15视为规模化Robotaxi的关键门槛。车队已加入Cybercab。方舟研究认为，凭借垂直整合与纯视觉路线，在同等利用率下，特斯拉每英里运营成本可比Waymo下一代Robotaxi低约40%。若再通过车主车辆扩大供给，利用率上升，成本还能再压。基准情形下，到2031年累计部署约800万辆Robotaxi。方舟研究称同等利用率下特斯拉Robotaxi成本约低40%Robotaxi定价假设方舟认为，自动驾驶Robotaxi可能把网约车市场扩到远超今天有人驾驶的规模：高利用率、低成本的车辆，能在低于现行网约车价的水平上仍保持盈利，从而触达更广人群。今年他们用按收入分层的支付意愿，重新估计了不同价位的市场规模，覆盖面比上一版更宽。动态定价可能带来上行，但模型为保守起见未计入。高收入人群更常在拥堵时段出行，高峰溢价或更站得住；网络也可以在运力紧张时服务高支付意愿乘客，在低峰降价换取覆盖与利用率。Optimus的贡献马斯克称Optimus将是特斯拉长期最大的价值驱动，方舟研究亦持相近判断。人形机器人可触及的总市场约26万亿美元，大约是Robotaxi所估10万亿至15万亿美元的两倍。2024年模型里，方舟假设到2029年内部部署约3万台人形机器人，可为特斯拉节省约35亿美元成本；本版模型中，对外销售到2031年约达100万台，并贡献约2000亿美元RaaS收入。特斯拉Optimus，来源2026年报代理说明书方舟预测远比马斯克“2031年1亿到10亿台Optimus”的口径保守。部分受Robotaxi推进慢于预期的影响，方舟认为Optimus大约到2031年前后才可能达到人类水平熟练度。眼下行业瓶颈仍是真实世界训练数据——人形机器人不像汽车，人工遥控时效用有限，技术里程碑未到之前也难卖出去。特斯拉已启动Optimus Academy，计划在内部用各类任务训练约2万至3万台；再叠加可提供真实训练与测试场景的垂直整合车厂，相对对手有优势。达到可制造与安全里程碑之后，能力更可能跟着算力走。方舟研究认为，Optimus约在2031年、约4000兆瓦（约4吉瓦）算力时触及人类水平熟练度。AI基建与Terafab开支自2024年模型以来，AI竞赛加剧，电力与算力成了关键分野。2026年模型新增AI基建科目，用以驱动Optimus表现。马斯克称，推理与训练芯片供给将是长期约束。特斯拉与SpaceX已同意联合推进Terafab：SpaceX更可能承担尚未公布的资本承诺中更大一块，铺开地面与轨道高产量制造；特斯拉侧重初期研究臂，估约30亿美元。模型假设特斯拉AI基建累计支出，从2025年12月的约70亿美元，升至2031年末约2250亿美元。方舟模型假设特斯拉AI基建累计支出升至约2250亿美元模型简化相对上一版，方舟拿掉了有人驾驶网约车、保险等业务线，对股价目标影响可忽略。此外，美国网约车定价权与利润潜力更高，特斯拉更可能优先美国Robotaxi，中国Robotaxi运营已从模型中移除。最后，模型计入马斯克股权激励的充分稀释，并假设在估值期内归属——方舟称之为双赢。Tesla Semi2026年9月，Semi在内华达超级工厂进入批量生产。特斯拉已有约2500辆订单，几乎相当于美国现有电动Class 8卡车保有量的两倍。自动驾驶卡车到2030年或可达约3200亿美元可及市场，但特斯拉表态优先高产量Robotaxi；方舟估计后者规模化后大约是前者的12倍。FSD授权截至2026年6月30日，FSD活跃订阅约150万，并已扩展至8个欧洲国家。方舟仍认为，大部分价值更可能来自商业Robotaxi，而非卖给车主或第三方的FSD授权。特斯拉与SpaceX合并模型仍按特斯拉独立主体评估，但未来五年内不排除与SpaceX合并。特斯拉高造血的Robotaxi网络或可资助SpaceX的轨道数据中心；SpaceX偏算力的前沿AI模型，又可能成为Optimus部署的规划层。双方在Terafab上协作，有望缓解芯片约束。方舟估算，合并后到2031年或可合计贡献约3.8万亿美元收入、约2.7万亿美元EBIT，其中SpaceX大约占收入的62%、EBIT的69%。方舟估算合并情形下SpaceX约占2031年收入62%、EBIT69%风险与模型局限对预测的最大风险，仍是Robotaxi爬坡慢于预期——监管拖延，或突发变故（例如关键人物突然离开、自然灾害、疫情）。眼下Robotaxi安全性相对有人驾驶车正在改善，监管风险在方舟看来似在减弱。结语方舟给出的特斯拉2031年股价目标约为4400美元/股。模型已公开在GitHub，欢迎读者自行改假设、跑模拟、做可视化。文中预测与估价可随时由方舟修订，仅反映当前预期；针对大盘与个股的预测，并不代表任何方舟管理产品或组合的特征。预测属假设、高度推测，存在诸多风险与局限：依赖第三方数据可能不完整或不准确；模型本身可能含主观偏差与计算误差；未充分反映重大经济与市场因素。结果仅供说明，不保证准确，亦未计入持有特斯拉股份的相关费用。方舟对特斯拉持长期正面偏见，读者务必极度谨慎。方舟与标的公司无投行、咨询等直接业务关系。特斯拉新Roadster相关视觉，来源2026年报proxy全文翻译整理：瓦砾老瓦本文信息不构成投资建议，仅供参考。原文与数据来源：ARK Invest《ARK’s Expected Share Price For Tesla In 2031》（2026年10月19日）；历年目标据方舟历次公开估值模型按拆股后口径整理；产品图引自特斯拉向SEC提交的2026年报代理说明书（tm2626016d2_ars.pdf）。","news_type":1,"symbols_score_info":{"TSLA":2,"TSDD":0.6,"TSLI":0.6,"TSLL":0.6,"TSYY":0.6,"TSLW":0.6,"TSLS":0.6,"TSLQ":0.6,"TSLY":0.6,"TSLG":0.6,"TSLO":0.6,"ELOL":0.6,"TSII":0.6,"07766":0.6,"TESL":0.6,"TSLZ":0.6,"09766":0.6,"TESC":0.6,"TSLT":0.6,"TEST":0.6,"TSLP":0.6,"TSLR":0.6,"TSL":0.6,"07366":0.6,"TLA":0.6,"CRSH":0.6,"09366":0.6}},"isVote":1,"tweetType":1,"viewCount":403,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"CN","totalScore":0},{"id":620244619957600,"gmtCreate":1792458558577,"gmtModify":1792458560724,"author":{"id":"3516613750658094","authorId":"3516613750658094","name":"DeepValueMaking","avatar":"https://static.tigerbbs.com/0a41dde8572c0ebfaa895f829b9231e5","crmLevel":4,"crmLevelSwitch":1,"followedFlag":false,"idStr":"3516613750658094","authorIdStr":"3516613750658094"},"themes":[],"title":"","htmlText":"从结果来看，使用的预测模型有问题。","listText":"从结果来看，使用的预测模型有问题。","text":"从结果来看，使用的预测模型有问题。","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":0,"commentSize":0,"repostSize":0,"link":"https://laohu8.com/post/620244619957600","repostId":"1180730859","repostType":2,"repost":{"id":"1180730859","kind":"news","pubTimestamp":1792456873,"share":"https://www.laohunote.com/m/news/1180730859?lang=zh_CN&edition=full","pubTime":"2026-10-20 08:41","market":"us","language":"zh","title":"木头姐最新特斯拉目标价：2031年4400美元！","url":"https://stock-news.laohu8.com/highlight/detail?id=1180730859","media":"瓦砾村夫","summary":"10月19日，木头姐掌舵的方舟投资更新开源特斯拉估值模型，给出了2031年期望股价约4400美元/股。方舟投资历年特斯拉期望股价及是否达成，老瓦据方舟公开模型整理方舟基准情形下2031年市值约17.5万亿美元，股价约4400美元以下为方舟原文主体全文翻译。基准情形下，到2031年累计部署约800万辆Robotaxi。模型假设特斯拉AI基建累计支出，从2025年12月的约70亿美元，升至2031年末约2250亿美元。","content":"<html><head></head><body><p style=\"text-align: left;\"><span>10月19日，木头姐（Cathie Wood）掌舵的方舟投资更新开源特斯拉估值模型，给出了2031年期望股价约4400美元/股。对应市值约<strong>17.5万亿美元</strong>，企业价值约16.4万亿美元。</span></p><p style=\"text-align: justify;\"><span>模型在32个独立输入上设分布，模拟公司与股价的可能结果。蒙特卡洛模拟的75分位（牛市）与25分位（熊市）分别约为5000美元与3300美元。</span></p><p style=\"text-align: justify;\"><span>作者为Tasha Keeney和Daniel Maguire。原文地址：</span></p><p style=\"text-align: justify;\"><span>https://www.ark-invest.com/articles/valuation-models/arks-expected-share-price-for-tesla-2031</span></p><p class=\"t-img-caption\"><img alt=\"方舟投资特斯拉2031估值配图\" src=\"https://community-static.tradeup.com/news/5ca64997d5b4b43f3e966804e65b3a04\" data-align=\"center\" tg-width=\"140\" tg-height=\"140\"/><span>方舟投资特斯拉2031估值，来源ARK Invest</span></p><p class=\"t-img-caption\"><img alt=\"图片\" src=\"https://community-static.tradeup.com/news/9891390999480b307d1a47baef6fe4ff\" data-align=\"center\" tg-width=\"140\" tg-height=\"140\"/><span>特斯拉2026年报proxy中的产品生态示意图，含Robotaxi、Optimus、Semi与储能</span></p><p style=\"text-align: center;\"><span><strong>历年预测对照</strong></span></p><p style=\"text-align: justify;\"><span>按拆股后口径，方舟历次公开五年期估值整理如下（含提出时股价、期望/熊/牛，以及预测年是否达成）：</span></p><p style=\"text-align: justify;\"><span>说明：2018年那次未单独公布期望值，仅提供了牛熊范围；2021年3月原文期望3000，下表已换成拆股后1000。达成与否按预测年年末收盘（进行中的按至今）对照。</span></p><p class=\"t-img-caption\"><img alt=\"图片\" src=\"https://community-static.tradeup.com/news/30a81a03c7792fe3a0396782bee641f5\" data-align=\"center\" tg-width=\"140\" tg-height=\"140\"/><span>方舟投资历年特斯拉期望股价（拆股后口径）及是否达成，老瓦据方舟公开模型整理</span></p><p style=\"text-align: justify;\"><span><br/></span></p><p class=\"t-img-caption\"><img alt=\"2031年预期股价与市值\" src=\"https://community-static.tradeup.com/news/4c171e7d4adb66ca8b3cc2797f6e4c6c\" data-align=\"center\" tg-width=\"140\" tg-height=\"140\"/><span>方舟基准情形下2031年市值约17.5万亿美元，股价约4400美元</span></p><p style=\"text-align: justify;\"><span>以下为方舟原文主体全文翻译。预测高度假设，反映方舟对特斯拉的长期正向偏见，不构成投资建议。</span></p><p style=\"text-align: center;\"><span><strong>概述与核心结论</strong></span></p><p style=\"text-align: justify;\"><span>方舟估计，到2031年，Robotaxi约占特斯拉企业价值的约80%，低于其2024年发布的2029年模型中约90%的占比。主因是：在Robotaxi继续铺开的同时，Optimus的RaaS业务有望迎来拐点。</span></p><p class=\"t-img-caption\"><img alt=\"2031年企业价值构成示意\" src=\"https://community-static.tradeup.com/news/9c49c3bef6dffa1cce5ad61dc5e1410a\" data-align=\"center\" tg-width=\"140\" tg-height=\"140\"/><span>方舟估算Robotaxi约占2031年企业价值八成</span></p><p class=\"t-img-caption\"><img alt=\"图片\" src=\"https://community-static.tradeup.com/news/ced02b83c0b371b61c82c1ec39e7c5a4\" data-align=\"center\" tg-width=\"140\" tg-height=\"140\"/><span>特斯拉Cybercab，来源2026年报代理说明书</span></p><p style=\"text-align: center;\"><span><strong>基准、熊市、牛市输出示例</strong></span></p><p style=\"text-align: justify;\"><span>方舟并不单独写死一套“牛市剧本”或“熊市剧本”：二者分别定义为模拟结果的第75与第25百分位。下表是各组情形下较有代表性的一组输出（金额单位与原文一致）。</span></p><p class=\"t-img-caption\"><img alt=\"方舟特斯拉2031模型输出表\" src=\"https://community-static.tradeup.com/news/75a1e411d68406854db3ae07d659fc92\" data-align=\"center\" tg-width=\"140\" tg-height=\"140\"/><span>方舟投资特斯拉模型2031年基准、熊市、牛市输出示例</span></p><p style=\"text-align: justify;\"><span>基准情形下，2031年汽车销量约1020万辆；不含积分的电动车收入约3200亿美元；Robotaxi约810万辆，网约车净收入约7530亿美元；储能部署约2278吉瓦时、收入约1630亿美元；累计对外销售Optimus约100万台、Optimus收入约2120亿美元。</span></p><p style=\"text-align: justify;\"><span>总收入约1.449万亿美元，EBITDA约9020亿美元，毛利率约68%，EBITDA利润率约61%。</span></p><p style=\"text-align: justify;\"><span>企业价值约16.4万亿美元，市值约17.5万亿美元，股价约4400美元，至2031年股价复合年增长率约62%，现金流收益率约4.2%。</span></p><p style=\"text-align: justify;\"><span>熊市与牛市股价分别约3300美元、5000美元，市值约13.4万亿与20.4万亿美元。</span></p><p style=\"text-align: center;\"><span><strong><br/></strong></span></p><p style=\"text-align: center;\"><span><strong>相对上一版模型，改了什么</strong></span></p><p style=\"text-align: justify;\"><span>方舟列出五块更新：Robotaxi落地、Robotaxi定价假设、Optimus贡献、AI基建与Terafab开支、模型简化。</span></p><p style=\"text-align: center;\"><span><strong><br/></strong></span></p><p style=\"text-align: center;\"><span><strong>Robotaxi落地</strong></span></p><p style=\"text-align: justify;\"><span>特斯拉于2025年6月在得州奥斯汀上线Robotaxi，与上一版模型中概率最高的启动年份一致。此后扩至三个州的七座城市，并在约7个月内完成逾100万英里无监督无人驾驶里程——约为Waymo达到首个百万英里所用时间的约四分之一（文中表述为约4倍快）。特斯拉预期，随着年底前后的FSD V15，爬坡会加快，并把FSD V15视为规模化Robotaxi的关键门槛。</span></p><p style=\"text-align: justify;\"><span>车队已加入Cybercab。方舟研究认为，凭借垂直整合与纯视觉路线，在同等利用率下，特斯拉每英里运营成本可比Waymo下一代Robotaxi低约40%。若再通过车主车辆扩大供给，利用率上升，成本还能再压。基准情形下，到2031年累计部署约800万辆Robotaxi。</span></p><p class=\"t-img-caption\"><img alt=\"同等利用率下成本对比\" src=\"https://community-static.tradeup.com/news/38657994e81c63c831a3140392bc1e7d\" data-align=\"center\" tg-width=\"140\" tg-height=\"140\"/><span></span></p><p style=\"text-align: center;\"><span>方舟研究称同等利用率下特斯拉Robotaxi成本约低40%</span></p><p style=\"text-align: center;\"><span><strong><br/></strong></span></p><p style=\"text-align: center;\"><span><strong>Robotaxi定价假设</strong></span></p><p style=\"text-align: justify;\"><span>方舟认为，自动驾驶Robotaxi可能把网约车市场扩到远超今天有人驾驶的规模：高利用率、低成本的车辆，能在低于现行网约车价的水平上仍保持盈利，从而触达更广人群。</span></p><p style=\"text-align: justify;\"><span>今年他们用按收入分层的支付意愿，重新估计了不同价位的市场规模，覆盖面比上一版更宽。动态定价可能带来上行，但模型为保守起见未计入。高收入人群更常在拥堵时段出行，高峰溢价或更站得住；网络也可以在运力紧张时服务高支付意愿乘客，在低峰降价换取覆盖与利用率。</span></p><p style=\"text-align: center;\"><span><strong><br/></strong></span></p><p style=\"text-align: center;\"><span><strong>Optimus的贡献</strong></span></p><p style=\"text-align: justify;\"><span>马斯克称Optimus将是特斯拉长期最大的价值驱动，方舟研究亦持相近判断。人形机器人可触及的总市场约26万亿美元，大约是Robotaxi所估10万亿至15万亿美元的两倍。2024年模型里，方舟假设到2029年内部部署约3万台人形机器人，可为特斯拉节省约35亿美元成本；本版模型中，对外销售到2031年约达100万台，并贡献约2000亿美元RaaS收入。</span></p><p class=\"t-img-caption\"><img alt=\"图片\" src=\"https://community-static.tradeup.com/news/8ef6fb636c5fb6006dea3f87034f1c68\" data-align=\"center\" tg-width=\"140\" tg-height=\"140\"/><span></span></p><p style=\"text-align: center;\"><span><br/></span></p><p style=\"text-align: center;\"><span>特斯拉Optimus，来源2026年报代理说明书</span></p><p style=\"text-align: justify;\"><span>方舟预测远比马斯克“2031年1亿到10亿台Optimus”的口径保守。部分受Robotaxi推进慢于预期的影响，方舟认为Optimus大约到2031年前后才可能达到人类水平熟练度。眼下行业瓶颈仍是真实世界训练数据——人形机器人不像汽车，人工遥控时效用有限，技术里程碑未到之前也难卖出去。特斯拉已启动Optimus Academy，计划在内部用各类任务训练约2万至3万台；再叠加可提供真实训练与测试场景的垂直整合车厂，相对对手有优势。</span></p><p style=\"text-align: justify;\"><span>达到可制造与安全里程碑之后，能力更可能跟着算力走。方舟研究认为，Optimus约在2031年、约4000兆瓦（约4吉瓦）算力时触及人类水平熟练度。</span></p><p style=\"text-align: center;\"><span><strong><br/></strong></span></p><p style=\"text-align: center;\"><span><strong>AI基建与Terafab开支</strong></span></p><p style=\"text-align: justify;\"><span>自2024年模型以来，AI竞赛加剧，电力与算力成了关键分野。2026年模型新增AI基建科目，用以驱动Optimus表现。马斯克称，推理与训练芯片供给将是长期约束。特斯拉与SpaceX已同意联合推进Terafab：SpaceX更可能承担尚未公布的资本承诺中更大一块，铺开地面与轨道高产量制造；特斯拉侧重初期研究臂，估约30亿美元。模型假设特斯拉AI基建累计支出，从2025年12月的约70亿美元，升至2031年末约2250亿美元。</span></p><p class=\"t-img-caption\"><img alt=\"AI基建累计支出\" src=\"https://community-static.tradeup.com/news/50583989a83e0f5a7f2df9b810081eda\" data-align=\"center\" tg-width=\"140\" tg-height=\"140\"/><span></span></p><p style=\"text-align: center;\"><span>方舟模型假设特斯拉AI基建累计支出升至约2250亿美元</span></p><p style=\"text-align: center;\"><span><strong><br/></strong></span></p><p style=\"text-align: center;\"><span><strong>模型简化</strong></span></p><p style=\"text-align: justify;\"><span>相对上一版，方舟拿掉了有人驾驶网约车、保险等业务线，对股价目标影响可忽略。此外，美国网约车定价权与利润潜力更高，特斯拉更可能优先美国Robotaxi，中国Robotaxi运营已从模型中移除。最后，模型计入马斯克股权激励的充分稀释，并假设在估值期内归属——方舟称之为双赢。</span></p><p style=\"text-align: center;\"><span><strong><br/></strong></span></p><p style=\"text-align: center;\"><span><strong>Tesla Semi</strong></span></p><p style=\"text-align: justify;\"><span>2026年9月，Semi在内华达超级工厂进入批量生产。特斯拉已有约2500辆订单，几乎相当于美国现有电动Class 8卡车保有量的两倍。自动驾驶卡车到2030年或可达约3200亿美元可及市场，但特斯拉表态优先高产量Robotaxi；方舟估计后者规模化后大约是前者的12倍。</span></p><p style=\"text-align: center;\"><span><strong><br/></strong></span></p><p style=\"text-align: center;\"><span><strong>FSD授权</strong></span></p><p style=\"text-align: justify;\"><span>截至2026年6月30日，FSD活跃订阅约150万，并已扩展至8个欧洲国家。方舟仍认为，大部分价值更可能来自商业Robotaxi，而非卖给车主或第三方的FSD授权。</span></p><p style=\"text-align: center;\"><span><strong><br/></strong></span></p><p style=\"text-align: center;\"><span><strong>特斯拉与SpaceX合并</strong></span></p><p style=\"text-align: justify;\"><span>模型仍按特斯拉独立主体评估，但未来五年内不排除与SpaceX合并。特斯拉高造血的Robotaxi网络或可资助SpaceX的轨道数据中心；SpaceX偏算力的前沿AI模型，又可能成为Optimus部署的规划层。双方在Terafab上协作，有望缓解芯片约束。方舟估算，合并后到2031年或可合计贡献约3.8万亿美元收入、约2.7万亿美元EBIT，其中SpaceX大约占收入的62%、EBIT的69%。</span></p><p class=\"t-img-caption\"><img alt=\"SpaceX与特斯拉合并收入EBIT构成\" src=\"https://community-static.tradeup.com/news/b35258f8337a72ffa502dfef2d3e006f\" data-align=\"center\" tg-width=\"140\" tg-height=\"140\"/><span></span></p><p style=\"text-align: center;\"><span>方舟估算合并情形下SpaceX约占2031年收入62%、EBIT69%</span></p><p style=\"text-align: center;\"><span><strong><br/></strong></span></p><p style=\"text-align: center;\"><span><strong>风险与模型局限</strong></span></p><p style=\"text-align: justify;\"><span>对预测的最大风险，仍是Robotaxi爬坡慢于预期——监管拖延，或突发变故（例如关键人物突然离开、自然灾害、疫情）。眼下Robotaxi安全性相对有人驾驶车正在改善，监管风险在方舟看来似在减弱。</span></p><p style=\"text-align: center;\"><span><strong><br/></strong></span></p><p style=\"text-align: center;\"><span><strong>结语</strong></span></p><p style=\"text-align: justify;\"><span>方舟给出的特斯拉2031年股价目标约为4400美元/股。模型已公开在GitHub，欢迎读者自行改假设、跑模拟、做可视化。</span></p><p style=\"text-align: justify;\"><span>文中预测与估价可随时由方舟修订，仅反映当前预期；针对大盘与个股的预测，并不代表任何方舟管理产品或组合的特征。</span></p><p style=\"text-align: justify;\"><span>预测属假设、高度推测，存在诸多风险与局限：依赖第三方数据可能不完整或不准确；模型本身可能含主观偏差与计算误差；未充分反映重大经济与市场因素。结果仅供说明，不保证准确，亦未计入持有特斯拉股份的相关费用。</span></p><p style=\"text-align: justify;\"><span>方舟对特斯拉持长期正面偏见，读者务必极度谨慎。方舟与标的公司无投行、咨询等直接业务关系。</span></p><p class=\"t-img-caption\"><img alt=\"新Roadster概念图\" src=\"https://community-static.tradeup.com/news/123f8a126680a16d8fe4566f09795180\" data-align=\"center\" tg-width=\"140\" tg-height=\"140\"/><span></span></p><p style=\"text-align: center;\"><span>特斯拉新Roadster相关视觉，来源2026年报proxy</span></p><p style=\"text-align: center;\"><span><br/></span></p><p style=\"text-align: center;\"><span><br/></span></p><p style=\"text-align: justify;\"><span>全文翻译整理：瓦砾老瓦</span></p><p style=\"text-align: justify;\"><span>本文信息不构成投资建议，仅供参考。</span></p><p style=\"text-align: justify;\"><span>原文与数据来源：</span></p><p style=\"text-align: justify;\"><span>ARK Invest《ARK’s Expected Share Price For Tesla In 2031》（2026年10月19日）；</span></p><p style=\"text-align: justify;\"><span>历年目标据方舟历次公开估值模型按拆股后口径整理；</span></p><p style=\"text-align: justify;\"><span>产品图引自特斯拉向SEC提交的2026年报代理说明书（tm2626016d2_ars.pdf）。</span></p></body></html>","source":"lsy1649056886487","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>木头姐最新特斯拉目标价：2031年4400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木头姐最新特斯拉目标价：2031年4400美元！\n</h2>\n\n<h4 class=\"meta\">\n\n\n2026-10-20 08:41 北京时间&nbsp;&nbsp;&nbsp;<a href=https://mp.weixin.qq.com/s/b0nEG3aaISzuMI8UWZz_DA><strong>瓦砾村夫</strong></a>\n\n\n</h4>\n\n</header>\n<article>\n<div>\n<p>10月19日，木头姐（Cathie Wood）掌舵的方舟投资更新开源特斯拉估值模型，给出了2031年期望股价约4400美元/股。对应市值约17.5万亿美元，企业价值约16.4万亿美元。模型在32个独立输入上设分布，模拟公司与股价的可能结果。蒙特卡洛模拟的75分位（牛市）与25分位（熊市）分别约为5000美元与3300美元。作者为Tasha Keeney和Daniel Maguire。原文地址：...</p>\n\n<a href=\"https://mp.weixin.qq.com/s/b0nEG3aaISzuMI8UWZz_DA\">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/0fb0479ff67cd3a760cdce353bcb60ed","relate_stocks":{"TSLZ":"2倍做空TSLA ETF-T-Rex","09366":"南方两倍做空特斯拉-U","TSYY":"收益增强TSLA ETF-GraniteShares","TSLG":"2倍做多TSLA ETF-Leverage Shares","TSLI":"2倍做多TSLA ETF-ProShares","TLA":"GraniteShares Autocallable TSLA ETF","TSLL":"2倍做多TSLA ETF-Direxion","TSLP":"TSLA收益溢价策略ETF-Kurv","TSLO":"2倍上限加速TSLA ETF-Leverage Shares","TSLQ":"2倍做空TSLA ETF-Tradr","09766":"南方两倍做多特斯拉-U","TSLR":"2倍做多TSLA ETF-GraniteShares","CRSH":"做空TSLA 期权收益策略ETF-YieldMax","07366":"南方两倍做空特斯拉","TSLA":"特斯拉","TSLS":"1倍做空TSLA ETF-Direxion","TESL":"Simplify Volt TSLA Revolution ETF","TSLT":"2倍做多TSLA ETF-T-Rex","TSDD":"2倍做空TSLA ETF-GraniteShares","TESC":"Corgi TSLA 2x Daily ETF","TSLW":"TSLA周配息ETF-Roundhill","07766":"南方两倍做多特斯拉","TSII":"REX TSLA Growth & Income ETF","TEST":"YieldMax TSLA Performance & Distribution Target 25 ETF","TSLY":"TSLA期权收益策略ETF-YieldMax","TSL":"1.25倍做多TSLA ETF-GraniteShares","ELOL":"Leverage Shares 100% TSLA and 100% SPCX Daily ETF"},"source_url":"https://mp.weixin.qq.com/s/b0nEG3aaISzuMI8UWZz_DA","is_english":false,"share_image_url":"https://static.laohu8.com/e9f99090a1c2ed51c021029395664489","article_id":"1180730859","content_text":"10月19日，木头姐（Cathie Wood）掌舵的方舟投资更新开源特斯拉估值模型，给出了2031年期望股价约4400美元/股。对应市值约17.5万亿美元，企业价值约16.4万亿美元。模型在32个独立输入上设分布，模拟公司与股价的可能结果。蒙特卡洛模拟的75分位（牛市）与25分位（熊市）分别约为5000美元与3300美元。作者为Tasha Keeney和Daniel Maguire。原文地址：https://www.ark-invest.com/articles/valuation-models/arks-expected-share-price-for-tesla-2031方舟投资特斯拉2031估值，来源ARK Invest特斯拉2026年报proxy中的产品生态示意图，含Robotaxi、Optimus、Semi与储能历年预测对照按拆股后口径，方舟历次公开五年期估值整理如下（含提出时股价、期望/熊/牛，以及预测年是否达成）：说明：2018年那次未单独公布期望值，仅提供了牛熊范围；2021年3月原文期望3000，下表已换成拆股后1000。达成与否按预测年年末收盘（进行中的按至今）对照。方舟投资历年特斯拉期望股价（拆股后口径）及是否达成，老瓦据方舟公开模型整理方舟基准情形下2031年市值约17.5万亿美元，股价约4400美元以下为方舟原文主体全文翻译。预测高度假设，反映方舟对特斯拉的长期正向偏见，不构成投资建议。概述与核心结论方舟估计，到2031年，Robotaxi约占特斯拉企业价值的约80%，低于其2024年发布的2029年模型中约90%的占比。主因是：在Robotaxi继续铺开的同时，Optimus的RaaS业务有望迎来拐点。方舟估算Robotaxi约占2031年企业价值八成特斯拉Cybercab，来源2026年报代理说明书基准、熊市、牛市输出示例方舟并不单独写死一套“牛市剧本”或“熊市剧本”：二者分别定义为模拟结果的第75与第25百分位。下表是各组情形下较有代表性的一组输出（金额单位与原文一致）。方舟投资特斯拉模型2031年基准、熊市、牛市输出示例基准情形下，2031年汽车销量约1020万辆；不含积分的电动车收入约3200亿美元；Robotaxi约810万辆，网约车净收入约7530亿美元；储能部署约2278吉瓦时、收入约1630亿美元；累计对外销售Optimus约100万台、Optimus收入约2120亿美元。总收入约1.449万亿美元，EBITDA约9020亿美元，毛利率约68%，EBITDA利润率约61%。企业价值约16.4万亿美元，市值约17.5万亿美元，股价约4400美元，至2031年股价复合年增长率约62%，现金流收益率约4.2%。熊市与牛市股价分别约3300美元、5000美元，市值约13.4万亿与20.4万亿美元。相对上一版模型，改了什么方舟列出五块更新：Robotaxi落地、Robotaxi定价假设、Optimus贡献、AI基建与Terafab开支、模型简化。Robotaxi落地特斯拉于2025年6月在得州奥斯汀上线Robotaxi，与上一版模型中概率最高的启动年份一致。此后扩至三个州的七座城市，并在约7个月内完成逾100万英里无监督无人驾驶里程——约为Waymo达到首个百万英里所用时间的约四分之一（文中表述为约4倍快）。特斯拉预期，随着年底前后的FSD V15，爬坡会加快，并把FSD V15视为规模化Robotaxi的关键门槛。车队已加入Cybercab。方舟研究认为，凭借垂直整合与纯视觉路线，在同等利用率下，特斯拉每英里运营成本可比Waymo下一代Robotaxi低约40%。若再通过车主车辆扩大供给，利用率上升，成本还能再压。基准情形下，到2031年累计部署约800万辆Robotaxi。方舟研究称同等利用率下特斯拉Robotaxi成本约低40%Robotaxi定价假设方舟认为，自动驾驶Robotaxi可能把网约车市场扩到远超今天有人驾驶的规模：高利用率、低成本的车辆，能在低于现行网约车价的水平上仍保持盈利，从而触达更广人群。今年他们用按收入分层的支付意愿，重新估计了不同价位的市场规模，覆盖面比上一版更宽。动态定价可能带来上行，但模型为保守起见未计入。高收入人群更常在拥堵时段出行，高峰溢价或更站得住；网络也可以在运力紧张时服务高支付意愿乘客，在低峰降价换取覆盖与利用率。Optimus的贡献马斯克称Optimus将是特斯拉长期最大的价值驱动，方舟研究亦持相近判断。人形机器人可触及的总市场约26万亿美元，大约是Robotaxi所估10万亿至15万亿美元的两倍。2024年模型里，方舟假设到2029年内部部署约3万台人形机器人，可为特斯拉节省约35亿美元成本；本版模型中，对外销售到2031年约达100万台，并贡献约2000亿美元RaaS收入。特斯拉Optimus，来源2026年报代理说明书方舟预测远比马斯克“2031年1亿到10亿台Optimus”的口径保守。部分受Robotaxi推进慢于预期的影响，方舟认为Optimus大约到2031年前后才可能达到人类水平熟练度。眼下行业瓶颈仍是真实世界训练数据——人形机器人不像汽车，人工遥控时效用有限，技术里程碑未到之前也难卖出去。特斯拉已启动Optimus Academy，计划在内部用各类任务训练约2万至3万台；再叠加可提供真实训练与测试场景的垂直整合车厂，相对对手有优势。达到可制造与安全里程碑之后，能力更可能跟着算力走。方舟研究认为，Optimus约在2031年、约4000兆瓦（约4吉瓦）算力时触及人类水平熟练度。AI基建与Terafab开支自2024年模型以来，AI竞赛加剧，电力与算力成了关键分野。2026年模型新增AI基建科目，用以驱动Optimus表现。马斯克称，推理与训练芯片供给将是长期约束。特斯拉与SpaceX已同意联合推进Terafab：SpaceX更可能承担尚未公布的资本承诺中更大一块，铺开地面与轨道高产量制造；特斯拉侧重初期研究臂，估约30亿美元。模型假设特斯拉AI基建累计支出，从2025年12月的约70亿美元，升至2031年末约2250亿美元。方舟模型假设特斯拉AI基建累计支出升至约2250亿美元模型简化相对上一版，方舟拿掉了有人驾驶网约车、保险等业务线，对股价目标影响可忽略。此外，美国网约车定价权与利润潜力更高，特斯拉更可能优先美国Robotaxi，中国Robotaxi运营已从模型中移除。最后，模型计入马斯克股权激励的充分稀释，并假设在估值期内归属——方舟称之为双赢。Tesla Semi2026年9月，Semi在内华达超级工厂进入批量生产。特斯拉已有约2500辆订单，几乎相当于美国现有电动Class 8卡车保有量的两倍。自动驾驶卡车到2030年或可达约3200亿美元可及市场，但特斯拉表态优先高产量Robotaxi；方舟估计后者规模化后大约是前者的12倍。FSD授权截至2026年6月30日，FSD活跃订阅约150万，并已扩展至8个欧洲国家。方舟仍认为，大部分价值更可能来自商业Robotaxi，而非卖给车主或第三方的FSD授权。特斯拉与SpaceX合并模型仍按特斯拉独立主体评估，但未来五年内不排除与SpaceX合并。特斯拉高造血的Robotaxi网络或可资助SpaceX的轨道数据中心；SpaceX偏算力的前沿AI模型，又可能成为Optimus部署的规划层。双方在Terafab上协作，有望缓解芯片约束。方舟估算，合并后到2031年或可合计贡献约3.8万亿美元收入、约2.7万亿美元EBIT，其中SpaceX大约占收入的62%、EBIT的69%。方舟估算合并情形下SpaceX约占2031年收入62%、EBIT69%风险与模型局限对预测的最大风险，仍是Robotaxi爬坡慢于预期——监管拖延，或突发变故（例如关键人物突然离开、自然灾害、疫情）。眼下Robotaxi安全性相对有人驾驶车正在改善，监管风险在方舟看来似在减弱。结语方舟给出的特斯拉2031年股价目标约为4400美元/股。模型已公开在GitHub，欢迎读者自行改假设、跑模拟、做可视化。文中预测与估价可随时由方舟修订，仅反映当前预期；针对大盘与个股的预测，并不代表任何方舟管理产品或组合的特征。预测属假设、高度推测，存在诸多风险与局限：依赖第三方数据可能不完整或不准确；模型本身可能含主观偏差与计算误差；未充分反映重大经济与市场因素。结果仅供说明，不保证准确，亦未计入持有特斯拉股份的相关费用。方舟对特斯拉持长期正面偏见，读者务必极度谨慎。方舟与标的公司无投行、咨询等直接业务关系。特斯拉新Roadster相关视觉，来源2026年报proxy全文翻译整理：瓦砾老瓦本文信息不构成投资建议，仅供参考。原文与数据来源：ARK Invest《ARK’s Expected Share Price For Tesla In 2031》（2026年10月19日）；历年目标据方舟历次公开估值模型按拆股后口径整理；产品图引自特斯拉向SEC提交的2026年报代理说明书（tm2626016d2_ars.pdf）。","news_type":1,"symbols_score_info":{"TSLA":2,"TSDD":0.6,"TSLI":0.6,"TSLL":0.6,"TSYY":0.6,"TSLW":0.6,"TSLS":0.6,"TSLQ":0.6,"TSLY":0.6,"TSLG":0.6,"TSLO":0.6,"ELOL":0.6,"TSII":0.6,"07766":0.6,"TESL":0.6,"TSLZ":0.6,"09766":0.6,"TESC":0.6,"TSLT":0.6,"TEST":0.6,"TSLP":0.6,"TSLR":0.6,"TSL":0.6,"07366":0.6,"TLA":0.6,"CRSH":0.6,"09366":0.6}},"isVote":1,"tweetType":1,"viewCount":380,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"CN","totalScore":0},{"id":608301579449048,"gmtCreate":1789534647606,"gmtModify":1789534649880,"author":{"id":"3516613750658094","authorId":"3516613750658094","name":"DeepValueMaking","avatar":"https://static.tigerbbs.com/0a41dde8572c0ebfaa895f829b9231e5","crmLevel":4,"crmLevelSwitch":1,"followedFlag":false,"idStr":"3516613750658094","authorIdStr":"3516613750658094"},"themes":[],"title":"","htmlText":"如果结果是不加息，市场会发生什么？","listText":"如果结果是不加息，市场会发生什么？","text":"如果结果是不加息，市场会发生什么？","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":1,"commentSize":0,"repostSize":0,"link":"https://laohu8.com/post/608301579449048","repostId":"2667867435","repostType":2,"repost":{"id":"2667867435","kind":"highlight","weMediaInfo":{"introduction":"追踪全球财经热点，精选影响您财富的资讯，投资理财必备神器！","home_visible":1,"media_name":"华尔街见闻","id":"1084101182","head_image":"https://static.tigerbbs.com/66809d1f5c2e43e2bdf15820c6d6897e"},"pubTimestamp":1789530799,"share":"https://www.laohunote.com/m/news/2667867435?lang=zh_CN&edition=full","pubTime":"2026-09-16 11:53","market":"other","language":"zh","title":"今晚，\"鸽派加息\"？","url":"https://stock-news.laohu8.com/highlight/detail?id=2667867435","media":"华尔街见闻","summary":"美联储今夜加息几成定局，但关键是“加完说什么”。花旗定调此次为“微调”，暗示未来无必然加息，但警告主席沃什若无明确前瞻指引，将引发市场剧烈波动；高盛则直言此次加息缺乏充分经济基础，通胀仅为一次性因素，预计将是一场“无信号加息”。","content":"<html><head></head><body><p style=\"text-align: left;\">华尔街正屏息等待周三美联储的利率决议。花旗与高盛罕见地在核心判断上高度趋同：此次加息几成定局，但这将是一次&#34;鸽派加息&#34;——加息本身不是重点，重点是加息之后美联储说了什么，或者，没说什么。</p><p style=\"text-align: left;\">据追风交易台消息，花旗在9月15日的最新研报指出，基准预测显示，<strong>美联储将把此次加息定义为一次“微调（calibration）”，并暗示未来没有进一步加息的必然性</strong>。高盛则在9月13日的研报中指出，<strong>今晚将是一次“无信号加息”</strong>，并明确表示，不认为此次加息有充分经济基础，通胀超出2%目标的部分可全部归因于一次性因素，经济并未过热。</p><p style=\"text-align: left;\">花旗与高盛均预计，<strong>中位数点阵图将显示2026年仅剩一次额外加息，降息将于2027年恢复。核心PCE预测因方法论修订料将较6月数据向下修正，为停止加息提供数据背书。</strong></p><p style=\"text-align: left;\"><strong>尽管基准情形偏鸽，但沃什的新闻发布会将是市场最大的悬念。</strong>花旗认为，若美联储主席沃什拒绝提供明确前瞻指引、仅强调&#34;还有工作要做&#34;，市场可能重新定价10月和12月连续加息，引发资产价格剧烈波动。高盛认为，沃什需要在发布会上强调委员会将“仔细评估”即将到来的数据，以暗示等待更多信息，从而<strong>引导市场放弃对10月加息的过度自信。</strong></p><p style=\"text-align: left;\">分析人士认为，今晚的关键不是&#34;加不加&#34;，而是&#34;加完之后说什么&#34;。<strong>沃什的每一句话，都将被市场用放大镜审视。</strong></p><h2 style=\"text-align: left;\">鸽派基准情形：被动加息与“微调”定调</h2><p style=\"text-align: left;\">当前的市场定价已逼迫美联储做出选择。高盛认为，8月CPI数据公布后，市场对加息的定价概率已逼近90%，美联储为了避免按兵不动引发的市场剧烈反应，将被迫在此次会议上加息25个基点。</p><p style=\"text-align: left;\"><strong>但这将是一次彻头彻尾的鸽派行动。</strong>花旗的基准预测显示，伴随加息而来的前瞻指引将不再指向进一步的政策利率上升。</p><blockquote><p style=\"text-align: left;\">美联储主席沃什大概率会把政策利率的上升轻描淡写地称为一次“轻微调整（slight adjustment）”或“微调（calibration）”，并向市场暗示，如果通胀显示出向目标回落的迹象，可能就不需要进一步加息了。</p></blockquote><p style=\"text-align: left;\">高盛同样预期，美联储在声明中只会做出最低限度的必要修改，避免提供关于未来路径的前瞻指引，即<strong>呈现一次“无信号加息”</strong>。</p><p style=\"text-align: left;\">值得注意的是，高盛预计美联储理事沃勒（Waller）将投下反对票。原因在于，过去三个月核心PCE通胀的年化速率（含预期的方法论修订影响）已降至约2.5%，低于沃勒此前在公开场合设定的2.8%“维持不动”门槛。</p><h2 style=\"text-align: left;\">高盛：不认为此次加息有充分经济基础</h2><p style=\"text-align: left;\">与花旗的策略分析视角不同，高盛经济研究团队从基本面出发，明确表示不认为此次上调联邦基金利率有充分的经济理由。</p><p style=\"text-align: left;\">高盛的核心论点是：<strong>通胀超出2%目标的全部幅度，均可归因于影响将会消退的一次性因素，包括关税效应、能源/伊朗冲突影响、软件及配件价格效应以及投资组合管理效应等。</strong>高盛认为，核心PCE通胀在6月至8月期间改善至年化约2.5%的速率（含预期方法论修订），正是这些一次性冲击效果消退的早期迹象。</p><p style=\"text-align: left;\">在通胀广度问题上，高盛同样持异议。尽管近期有更多品类价格以3%以上的年化速率上涨，但高盛指出，一旦剔除关税效应，通胀的广度与历史上2%通胀时期的水平基本相当——而关税冲击大概率已基本落地。</p><p style=\"text-align: left;\">此外，高盛的“瓶颈追踪指标（Bottlenecks Tracker）”显示，行业层面的产能约束如今甚至比疫情前还略少，且主要集中在与AI热潮密切相关的少数行业。经济并未过热——而经济过热，恰恰是通常情况下加息的核心理由。</p><p style=\"text-align: left;\">宏观证据也表明，有限幅度的加息不太可能有效抵消供给冲击带来的更大通胀效应。这意味着，无论美联储加息与否，其主要政策逻辑仍是等待过去冲击的影响随时间自然消散。</p><p style=\"text-align: left;\">正因为此，<strong>高盛认为部分FOMC委员与其通胀判断高度一致，FOMC整体上不愿在本次会议上发出任何进一步加息的信号。</strong></p><h2 style=\"text-align: left;\">SEP经济预测：点阵图与核心PCE下调构成鸽派支撑</h2><p style=\"text-align: left;\">经济预测摘要（SEP）的多个组成部分将共同强化这一鸽派印象。</p><p style=\"text-align: left;\">花旗指出，<strong>中位数点阵图将显示今年仅有一次额外加息，降息将在2027年恢复。</strong>这一路径符合美联储当前的内部逻辑：4%左右的政策利率已属于“略微限制性”，随着通胀回归目标，这种限制性理应被逐步解除。</p><p class=\"t-img-caption\"><img src=\"https://community-static.tradeup.com/news/f77313ed296db8877b16ccbad6d49eb0\" data-align=\"center\" tg-width=\"814\" tg-height=\"694\"/><span></span></p><p style=\"text-align: left;\">高盛对点阵图分布的判断同样具体而精准：预计将以10票对8票的微弱多数显示2026年仅加息一次（其中沃勒及可能的其他委员票数为零次加息）。高盛给出这一判断的理由是：<strong>部分委员对本次加息本身持矛盾态度，部分委员则不希望进一步推高市场对额外加息的预期。</strong></p><p style=\"text-align: left;\">但高盛也明确指出尾部风险：若更多委员将本周加息视为应对油价上涨和AI需求的正常反应、并将其视为一轮连续加息的开端，则出现多数票支持两次加息的风险不可忽视。</p><p style=\"text-align: left;\">在通胀预测方面，两家机构均预计核心PCE通胀预测将因方法论修订而向下修正。高盛预计9月SEP中，2026年核心PCE通胀中位预测将从6月的3.3%小幅下调至3.2%，这为停止加息提供了数据支撑。</p><h2 style=\"text-align: left;\">沃什的新闻发布会：市场最大的悬念</h2><p style=\"text-align: left;\"><strong>尽管基准情形偏鸽，花旗警告称，决定整体基调最重要也最难预测的变量，是主席沃什究竟如何谈论此次加息。</strong>沃什个人风格倾向于给出较少的前瞻指引，这给市场留下了定价更鹰派政策的巨大空间。</p><p style=\"text-align: left;\">花旗认为，<strong>如果沃什仅仅强调“还有工作要做（more work to do）”而不提供近期利率指引，这可能被市场视为一个危险信号。</strong>在这种鹰派风险情形下，市场可能预期10月和12月的FOMC会议均将加息，甚至将进一步加息的风险定价延伸至2027年。</p><p style=\"text-align: left;\">高盛对这一场景的判断则更为具体：<strong>FOMC可能希望引导市场降低对10月加息的定价信心（目前已接近50%），但不会在声明中明说。</strong>相反，沃什可能在新闻发布会上表示，在决定进一步行动之前，FOMC将“仔细评估（carefully assess）”即将公布的数据，或希望看到多份（plural）即将发布的通胀报告，或观察潜在通胀趋势如何演变——上述任何表述，<strong>都将暗示委员会希望多收集一段时间的数据再行动。</strong></p><p style=\"text-align: left;\">高盛还补充，<strong>由于许多投资者已将11月初的中期选举视为10月加息的政治障碍，阻止市场将10月加息设为&#34;默认基线&#34;并非难事。</strong></p><p style=\"text-align: left;\">高盛设置了三种情景：</p><blockquote><ul><li><p style=\"text-align: left;\">基准情形（概率50%）：仅加息一次（本次），2027年9月和12月各降息一次，终端利率为3.25%-3.5%；</p></li><li><p style=\"text-align: left;\">多次加息情形（概率35%）：最终加息两至三次，终端利率更高；</p></li><li><p style=\"text-align: left;\">衰退情形（概率15%）：经济下行，货币政策转向。</p></li></ul></blockquote><p style=\"text-align: left;\"><strong>即便充分考虑多次加息情形的尾部风险，高盛的概率加权联邦基金利率预测，仍远比当前市场定价更为鸽派。</strong>高盛同时将终端利率预测从此前的3%-3.25%上调至3.25%-3.5%，并<strong>将2027年首次降息时间从6月推迟至9月。</strong></p><p style=\"text-align: left;\">而花旗特别指出，近期WTI原油和美国平均汽油价格的剧烈波动，<strong>为通胀前景和美联储政策路径增添了额外的复杂性。</strong>若能源价格持续偏高，可能动摇美联储对&#34;通胀已走向目标&#34;的判断，进而强化鹰派委员的立场。</p><p class=\"t-img-caption\"><img src=\"https://community-static.tradeup.com/news/255ee3c27261513bbdcf3d30cb4f9348\" data-align=\"center\" tg-width=\"835\" tg-height=\"686\"/><span></span></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>今晚，\"鸽派加息\"？</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今晚，\"鸽派加息\"？\n</h2>\n\n<h4 class=\"meta\">\n\n\n<a class=\"head\" href=\"https://laohu8.com/wemedia/1084101182\">\n\n\n<div class=\"h-thumb\" style=\"background-image:url(https://static.tigerbbs.com/66809d1f5c2e43e2bdf15820c6d6897e);background-size:cover;\"></div>\n\n<div class=\"h-content\">\n<p class=\"h-name\">华尔街见闻 </p>\n<p class=\"h-time\">2026-09-16 11:53</p>\n</div>\n\n</a>\n\n\n</h4>\n\n</header>\n<article>\n<html><head></head><body><p style=\"text-align: left;\">华尔街正屏息等待周三美联储的利率决议。花旗与高盛罕见地在核心判断上高度趋同：此次加息几成定局，但这将是一次&#34;鸽派加息&#34;——加息本身不是重点，重点是加息之后美联储说了什么，或者，没说什么。</p><p style=\"text-align: left;\">据追风交易台消息，花旗在9月15日的最新研报指出，基准预测显示，<strong>美联储将把此次加息定义为一次“微调（calibration）”，并暗示未来没有进一步加息的必然性</strong>。高盛则在9月13日的研报中指出，<strong>今晚将是一次“无信号加息”</strong>，并明确表示，不认为此次加息有充分经济基础，通胀超出2%目标的部分可全部归因于一次性因素，经济并未过热。</p><p style=\"text-align: left;\">花旗与高盛均预计，<strong>中位数点阵图将显示2026年仅剩一次额外加息，降息将于2027年恢复。核心PCE预测因方法论修订料将较6月数据向下修正，为停止加息提供数据背书。</strong></p><p style=\"text-align: left;\"><strong>尽管基准情形偏鸽，但沃什的新闻发布会将是市场最大的悬念。</strong>花旗认为，若美联储主席沃什拒绝提供明确前瞻指引、仅强调&#34;还有工作要做&#34;，市场可能重新定价10月和12月连续加息，引发资产价格剧烈波动。高盛认为，沃什需要在发布会上强调委员会将“仔细评估”即将到来的数据，以暗示等待更多信息，从而<strong>引导市场放弃对10月加息的过度自信。</strong></p><p style=\"text-align: left;\">分析人士认为，今晚的关键不是&#34;加不加&#34;，而是&#34;加完之后说什么&#34;。<strong>沃什的每一句话，都将被市场用放大镜审视。</strong></p><h2 style=\"text-align: left;\">鸽派基准情形：被动加息与“微调”定调</h2><p style=\"text-align: left;\">当前的市场定价已逼迫美联储做出选择。高盛认为，8月CPI数据公布后，市场对加息的定价概率已逼近90%，美联储为了避免按兵不动引发的市场剧烈反应，将被迫在此次会议上加息25个基点。</p><p style=\"text-align: left;\"><strong>但这将是一次彻头彻尾的鸽派行动。</strong>花旗的基准预测显示，伴随加息而来的前瞻指引将不再指向进一步的政策利率上升。</p><blockquote><p style=\"text-align: left;\">美联储主席沃什大概率会把政策利率的上升轻描淡写地称为一次“轻微调整（slight adjustment）”或“微调（calibration）”，并向市场暗示，如果通胀显示出向目标回落的迹象，可能就不需要进一步加息了。</p></blockquote><p style=\"text-align: left;\">高盛同样预期，美联储在声明中只会做出最低限度的必要修改，避免提供关于未来路径的前瞻指引，即<strong>呈现一次“无信号加息”</strong>。</p><p style=\"text-align: left;\">值得注意的是，高盛预计美联储理事沃勒（Waller）将投下反对票。原因在于，过去三个月核心PCE通胀的年化速率（含预期的方法论修订影响）已降至约2.5%，低于沃勒此前在公开场合设定的2.8%“维持不动”门槛。</p><h2 style=\"text-align: left;\">高盛：不认为此次加息有充分经济基础</h2><p style=\"text-align: left;\">与花旗的策略分析视角不同，高盛经济研究团队从基本面出发，明确表示不认为此次上调联邦基金利率有充分的经济理由。</p><p style=\"text-align: left;\">高盛的核心论点是：<strong>通胀超出2%目标的全部幅度，均可归因于影响将会消退的一次性因素，包括关税效应、能源/伊朗冲突影响、软件及配件价格效应以及投资组合管理效应等。</strong>高盛认为，核心PCE通胀在6月至8月期间改善至年化约2.5%的速率（含预期方法论修订），正是这些一次性冲击效果消退的早期迹象。</p><p style=\"text-align: left;\">在通胀广度问题上，高盛同样持异议。尽管近期有更多品类价格以3%以上的年化速率上涨，但高盛指出，一旦剔除关税效应，通胀的广度与历史上2%通胀时期的水平基本相当——而关税冲击大概率已基本落地。</p><p style=\"text-align: left;\">此外，高盛的“瓶颈追踪指标（Bottlenecks Tracker）”显示，行业层面的产能约束如今甚至比疫情前还略少，且主要集中在与AI热潮密切相关的少数行业。经济并未过热——而经济过热，恰恰是通常情况下加息的核心理由。</p><p style=\"text-align: left;\">宏观证据也表明，有限幅度的加息不太可能有效抵消供给冲击带来的更大通胀效应。这意味着，无论美联储加息与否，其主要政策逻辑仍是等待过去冲击的影响随时间自然消散。</p><p style=\"text-align: left;\">正因为此，<strong>高盛认为部分FOMC委员与其通胀判断高度一致，FOMC整体上不愿在本次会议上发出任何进一步加息的信号。</strong></p><h2 style=\"text-align: left;\">SEP经济预测：点阵图与核心PCE下调构成鸽派支撑</h2><p style=\"text-align: left;\">经济预测摘要（SEP）的多个组成部分将共同强化这一鸽派印象。</p><p style=\"text-align: left;\">花旗指出，<strong>中位数点阵图将显示今年仅有一次额外加息，降息将在2027年恢复。</strong>这一路径符合美联储当前的内部逻辑：4%左右的政策利率已属于“略微限制性”，随着通胀回归目标，这种限制性理应被逐步解除。</p><p class=\"t-img-caption\"><img src=\"https://community-static.tradeup.com/news/f77313ed296db8877b16ccbad6d49eb0\" data-align=\"center\" tg-width=\"814\" tg-height=\"694\"/><span></span></p><p style=\"text-align: left;\">高盛对点阵图分布的判断同样具体而精准：预计将以10票对8票的微弱多数显示2026年仅加息一次（其中沃勒及可能的其他委员票数为零次加息）。高盛给出这一判断的理由是：<strong>部分委员对本次加息本身持矛盾态度，部分委员则不希望进一步推高市场对额外加息的预期。</strong></p><p style=\"text-align: left;\">但高盛也明确指出尾部风险：若更多委员将本周加息视为应对油价上涨和AI需求的正常反应、并将其视为一轮连续加息的开端，则出现多数票支持两次加息的风险不可忽视。</p><p style=\"text-align: left;\">在通胀预测方面，两家机构均预计核心PCE通胀预测将因方法论修订而向下修正。高盛预计9月SEP中，2026年核心PCE通胀中位预测将从6月的3.3%小幅下调至3.2%，这为停止加息提供了数据支撑。</p><h2 style=\"text-align: left;\">沃什的新闻发布会：市场最大的悬念</h2><p style=\"text-align: left;\"><strong>尽管基准情形偏鸽，花旗警告称，决定整体基调最重要也最难预测的变量，是主席沃什究竟如何谈论此次加息。</strong>沃什个人风格倾向于给出较少的前瞻指引，这给市场留下了定价更鹰派政策的巨大空间。</p><p style=\"text-align: left;\">花旗认为，<strong>如果沃什仅仅强调“还有工作要做（more work to do）”而不提供近期利率指引，这可能被市场视为一个危险信号。</strong>在这种鹰派风险情形下，市场可能预期10月和12月的FOMC会议均将加息，甚至将进一步加息的风险定价延伸至2027年。</p><p style=\"text-align: left;\">高盛对这一场景的判断则更为具体：<strong>FOMC可能希望引导市场降低对10月加息的定价信心（目前已接近50%），但不会在声明中明说。</strong>相反，沃什可能在新闻发布会上表示，在决定进一步行动之前，FOMC将“仔细评估（carefully assess）”即将公布的数据，或希望看到多份（plural）即将发布的通胀报告，或观察潜在通胀趋势如何演变——上述任何表述，<strong>都将暗示委员会希望多收集一段时间的数据再行动。</strong></p><p style=\"text-align: left;\">高盛还补充，<strong>由于许多投资者已将11月初的中期选举视为10月加息的政治障碍，阻止市场将10月加息设为&#34;默认基线&#34;并非难事。</strong></p><p style=\"text-align: left;\">高盛设置了三种情景：</p><blockquote><ul><li><p style=\"text-align: left;\">基准情形（概率50%）：仅加息一次（本次），2027年9月和12月各降息一次，终端利率为3.25%-3.5%；</p></li><li><p style=\"text-align: left;\">多次加息情形（概率35%）：最终加息两至三次，终端利率更高；</p></li><li><p style=\"text-align: left;\">衰退情形（概率15%）：经济下行，货币政策转向。</p></li></ul></blockquote><p style=\"text-align: left;\"><strong>即便充分考虑多次加息情形的尾部风险，高盛的概率加权联邦基金利率预测，仍远比当前市场定价更为鸽派。</strong>高盛同时将终端利率预测从此前的3%-3.25%上调至3.25%-3.5%，并<strong>将2027年首次降息时间从6月推迟至9月。</strong></p><p style=\"text-align: left;\">而花旗特别指出，近期WTI原油和美国平均汽油价格的剧烈波动，<strong>为通胀前景和美联储政策路径增添了额外的复杂性。</strong>若能源价格持续偏高，可能动摇美联储对&#34;通胀已走向目标&#34;的判断，进而强化鹰派委员的立场。</p><p class=\"t-img-caption\"><img src=\"https://community-static.tradeup.com/news/255ee3c27261513bbdcf3d30cb4f9348\" data-align=\"center\" tg-width=\"835\" tg-height=\"686\"/><span></span></p></body></html>\n\n</article>\n</div>\n</body>\n</html>\n","type":0,"thumbnail":"https://static.tigerbbs.com/9c8fa797b8d8847b460d12bfcea47adf","relate_stocks":{"BND":"债券指数ETF-Vanguard美国",".IXIC":"NASDAQ Composite","TIP":"通胀债券指数ETF-iShares Barclays","SGOV":"Ishares Trust Ishares 0-3 Month Treasury BOND ETF","VGIT":"中期国债ETF-Vanguard",".SPX":"S&P 500 Index","EDV":"美国延期国债ETF-Vanguard","TLTW":"iShares 20+ Year Treasury Bond Buywrite Strategy ETF","TMV":"3倍做空20年期以上美国国债ETF-Direxion","SHV":"Ishares Trust Trust Ishares 0-1 YEAR Treasury BOND ETF","BOXX":"ALPHA ARCHITECT 1-3 MONTH BOX ETF","VGLT":"美国长期国债ETF-Vanguard","SHY":"债券指数ETF-iShares Barclays 1-3年国债","TLH":"iShares安硕10-20年国债ETF","GOVT":"iShares安硕核心美国国债ETF","VGSH":"美国短期国债ETF-Vanguard","AGG":"债券指数ETF-iShares Barclays综合国债","TLT":"20+年以上美国国债ETF-iShares","HYG":"债券指数ETF-iShares iBoxx高收益公司债","IEF":"债券指数ETF-iShares Barclays 7-10年","SCHO":"嘉信短期美国国债ETF","UBT":"债券20+美国债-ProShares两倍做多","USTB":"VictoryShares Short-Term Bond ETF","TMF":"3倍做多20年期以上国债ETF-Direxion","TBT":"债券20+美国债指数ETF-ProShares两倍做空",".DJI":"道琼斯"},"source_url":"https://wallstreetcn.com/articles/3781862","is_english":false,"share_image_url":"https://static.laohu8.com/e9f99090a1c2ed51c021029395664489","article_id":"2667867435","content_text":"华尔街正屏息等待周三美联储的利率决议。花旗与高盛罕见地在核心判断上高度趋同：此次加息几成定局，但这将是一次\"鸽派加息\"——加息本身不是重点，重点是加息之后美联储说了什么，或者，没说什么。据追风交易台消息，花旗在9月15日的最新研报指出，基准预测显示，美联储将把此次加息定义为一次“微调（calibration）”，并暗示未来没有进一步加息的必然性。高盛则在9月13日的研报中指出，今晚将是一次“无信号加息”，并明确表示，不认为此次加息有充分经济基础，通胀超出2%目标的部分可全部归因于一次性因素，经济并未过热。花旗与高盛均预计，中位数点阵图将显示2026年仅剩一次额外加息，降息将于2027年恢复。核心PCE预测因方法论修订料将较6月数据向下修正，为停止加息提供数据背书。尽管基准情形偏鸽，但沃什的新闻发布会将是市场最大的悬念。花旗认为，若美联储主席沃什拒绝提供明确前瞻指引、仅强调\"还有工作要做\"，市场可能重新定价10月和12月连续加息，引发资产价格剧烈波动。高盛认为，沃什需要在发布会上强调委员会将“仔细评估”即将到来的数据，以暗示等待更多信息，从而引导市场放弃对10月加息的过度自信。分析人士认为，今晚的关键不是\"加不加\"，而是\"加完之后说什么\"。沃什的每一句话，都将被市场用放大镜审视。鸽派基准情形：被动加息与“微调”定调当前的市场定价已逼迫美联储做出选择。高盛认为，8月CPI数据公布后，市场对加息的定价概率已逼近90%，美联储为了避免按兵不动引发的市场剧烈反应，将被迫在此次会议上加息25个基点。但这将是一次彻头彻尾的鸽派行动。花旗的基准预测显示，伴随加息而来的前瞻指引将不再指向进一步的政策利率上升。美联储主席沃什大概率会把政策利率的上升轻描淡写地称为一次“轻微调整（slight adjustment）”或“微调（calibration）”，并向市场暗示，如果通胀显示出向目标回落的迹象，可能就不需要进一步加息了。高盛同样预期，美联储在声明中只会做出最低限度的必要修改，避免提供关于未来路径的前瞻指引，即呈现一次“无信号加息”。值得注意的是，高盛预计美联储理事沃勒（Waller）将投下反对票。原因在于，过去三个月核心PCE通胀的年化速率（含预期的方法论修订影响）已降至约2.5%，低于沃勒此前在公开场合设定的2.8%“维持不动”门槛。高盛：不认为此次加息有充分经济基础与花旗的策略分析视角不同，高盛经济研究团队从基本面出发，明确表示不认为此次上调联邦基金利率有充分的经济理由。高盛的核心论点是：通胀超出2%目标的全部幅度，均可归因于影响将会消退的一次性因素，包括关税效应、能源/伊朗冲突影响、软件及配件价格效应以及投资组合管理效应等。高盛认为，核心PCE通胀在6月至8月期间改善至年化约2.5%的速率（含预期方法论修订），正是这些一次性冲击效果消退的早期迹象。在通胀广度问题上，高盛同样持异议。尽管近期有更多品类价格以3%以上的年化速率上涨，但高盛指出，一旦剔除关税效应，通胀的广度与历史上2%通胀时期的水平基本相当——而关税冲击大概率已基本落地。此外，高盛的“瓶颈追踪指标（Bottlenecks Tracker）”显示，行业层面的产能约束如今甚至比疫情前还略少，且主要集中在与AI热潮密切相关的少数行业。经济并未过热——而经济过热，恰恰是通常情况下加息的核心理由。宏观证据也表明，有限幅度的加息不太可能有效抵消供给冲击带来的更大通胀效应。这意味着，无论美联储加息与否，其主要政策逻辑仍是等待过去冲击的影响随时间自然消散。正因为此，高盛认为部分FOMC委员与其通胀判断高度一致，FOMC整体上不愿在本次会议上发出任何进一步加息的信号。SEP经济预测：点阵图与核心PCE下调构成鸽派支撑经济预测摘要（SEP）的多个组成部分将共同强化这一鸽派印象。花旗指出，中位数点阵图将显示今年仅有一次额外加息，降息将在2027年恢复。这一路径符合美联储当前的内部逻辑：4%左右的政策利率已属于“略微限制性”，随着通胀回归目标，这种限制性理应被逐步解除。高盛对点阵图分布的判断同样具体而精准：预计将以10票对8票的微弱多数显示2026年仅加息一次（其中沃勒及可能的其他委员票数为零次加息）。高盛给出这一判断的理由是：部分委员对本次加息本身持矛盾态度，部分委员则不希望进一步推高市场对额外加息的预期。但高盛也明确指出尾部风险：若更多委员将本周加息视为应对油价上涨和AI需求的正常反应、并将其视为一轮连续加息的开端，则出现多数票支持两次加息的风险不可忽视。在通胀预测方面，两家机构均预计核心PCE通胀预测将因方法论修订而向下修正。高盛预计9月SEP中，2026年核心PCE通胀中位预测将从6月的3.3%小幅下调至3.2%，这为停止加息提供了数据支撑。沃什的新闻发布会：市场最大的悬念尽管基准情形偏鸽，花旗警告称，决定整体基调最重要也最难预测的变量，是主席沃什究竟如何谈论此次加息。沃什个人风格倾向于给出较少的前瞻指引，这给市场留下了定价更鹰派政策的巨大空间。花旗认为，如果沃什仅仅强调“还有工作要做（more work to do）”而不提供近期利率指引，这可能被市场视为一个危险信号。在这种鹰派风险情形下，市场可能预期10月和12月的FOMC会议均将加息，甚至将进一步加息的风险定价延伸至2027年。高盛对这一场景的判断则更为具体：FOMC可能希望引导市场降低对10月加息的定价信心（目前已接近50%），但不会在声明中明说。相反，沃什可能在新闻发布会上表示，在决定进一步行动之前，FOMC将“仔细评估（carefully assess）”即将公布的数据，或希望看到多份（plural）即将发布的通胀报告，或观察潜在通胀趋势如何演变——上述任何表述，都将暗示委员会希望多收集一段时间的数据再行动。高盛还补充，由于许多投资者已将11月初的中期选举视为10月加息的政治障碍，阻止市场将10月加息设为\"默认基线\"并非难事。高盛设置了三种情景：基准情形（概率50%）：仅加息一次（本次），2027年9月和12月各降息一次，终端利率为3.25%-3.5%；多次加息情形（概率35%）：最终加息两至三次，终端利率更高；衰退情形（概率15%）：经济下行，货币政策转向。即便充分考虑多次加息情形的尾部风险，高盛的概率加权联邦基金利率预测，仍远比当前市场定价更为鸽派。高盛同时将终端利率预测从此前的3%-3.25%上调至3.25%-3.5%，并将2027年首次降息时间从6月推迟至9月。而花旗特别指出，近期WTI原油和美国平均汽油价格的剧烈波动，为通胀前景和美联储政策路径增添了额外的复杂性。若能源价格持续偏高，可能动摇美联储对\"通胀已走向目标\"的判断，进而强化鹰派委员的立场。","news_type":1,"symbols_score_info":{"BND":2,"US12M.BOND":2,"TLTW":0.6,"TMV":2,"BOXX":2,"GOVT":2,"US30Y.BOND":2,"US2Y.BOND":2,"US10Y.BOND":2,"ESmain":2,".IXIC":2,"US3Y.BOND":2,".DJI":2,"USTB":2,"TIP":2,"TMF":0.6,"NQmain":2,"VGSH":2,"SHY":2,"TBT":2,"SGOV":2,"TLH":2,"AGG":2,"US7Y.BOND":2,"TLT":0.6,"HYG":2,"VGLT":2,"SCHO":2,"IEF":2,"YMmain":2,"VGIT":2,".SPX":2,"EDV":2,"US5Y.BOND":2,"UBT":2,"SHV":2,"US6M.BOND":2}},"isVote":1,"tweetType":1,"viewCount":1014,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"CN","totalScore":0},{"id":604128374825848,"gmtCreate":1788529264771,"gmtModify":1788529266870,"author":{"id":"3516613750658094","authorId":"3516613750658094","name":"DeepValueMaking","avatar":"https://static.tigerbbs.com/0a41dde8572c0ebfaa895f829b9231e5","crmLevel":4,"crmLevelSwitch":1,"followedFlag":false,"idStr":"3516613750658094","authorIdStr":"3516613750658094"},"themes":[],"title":"","htmlText":"既然敢推出就不怕审查","listText":"既然敢推出就不怕审查","text":"既然敢推出就不怕审查","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":0,"commentSize":0,"repostSize":0,"link":"https://laohu8.com/post/604128374825848","repostId":"2664339747","repostType":2,"repost":{"id":"2664339747","kind":"live","pubTimestamp":1788521745,"share":"https://www.laohunote.com/m/news/2664339747?lang=zh_CN&edition=full","pubTime":"2026-09-04 19:35","market":"hk","language":"zh","title":"特斯拉(TSLA.US)自动驾驶出租车Cybercab亮相奥斯汀 无方向盘设计引发监管审查","url":"https://stock-news.laohu8.com/highlight/detail?id=2664339747","media":"智通财经","summary":"【特斯拉(TSLA.US)自动驾驶出租车Cybercab亮相奥斯汀 无方向盘设计引发监管审查】智通财经APP获悉，当地时间9月3日(周四)，特斯拉(TSLA.US)在德克萨斯州奥斯汀举行独家发布活动，","content":"<html><body><div>\n<div>\n<b>【特斯拉(TSLA.US)自动驾驶出租车Cybercab亮相奥斯汀 无方向盘设计引发监管审查】</b>智通财经APP获悉，当地时间9月3日(周四)，特斯拉(TSLA.US)在德克萨斯州奥斯汀举行独家发布活动，正式推出其首款原生自动驾驶出租车Cybercab，并于次日向公众开放限定区域乘车服务。这款金色外观、蝴蝶门设计的双座车型没有方向盘和踏板，而是依靠摄像头视觉与传感器实现自动驾驶。这一突破传统的设计引发监管关注。                </div>\n</div></body></html>","source":"live_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>特斯拉(TSLA.US)自动驾驶出租车Cybercab亮相奥斯汀 无方向盘设计引发监管审查</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(TSLA.US)自动驾驶出租车Cybercab亮相奥斯汀 无方向盘设计引发监管审查\n</h2>\n\n<h4 class=\"meta\">\n\n\n2026-09-04 19:35 北京时间&nbsp;&nbsp;&nbsp;<a href=https://www.zhitongcaijing.com/immediately.html?type=usstock><strong>智通财经</strong></a>\n\n\n</h4>\n\n</header>\n<article>\n<div>\n<p>【特斯拉(TSLA.US)自动驾驶出租车Cybercab亮相奥斯汀 无方向盘设计引发监管审查】智通财经APP获悉，当地时间9月3日(周四)，特斯拉(TSLA.US)在德克萨斯州奥斯汀举行独家发布活动，正式推出其首款原生自动驾驶出租车Cybercab，并于次日向公众开放限定区域乘车服务。这款金色外观、蝴蝶门设计的双座车型没有方向盘和踏板，而是依靠摄像头视觉与传感器实现自动驾驶。这一突破传统的设计引发...</p>\n\n<a href=\"https://www.zhitongcaijing.com/immediately.html?type=usstock\">网页链接</a>\n\n</div>\n\n\n</article>\n</div>\n</body>\n</html>\n","type":0,"thumbnail":"","relate_stocks":{"LU0823411888.USD":"法巴消费创新基金 Cap","LU1066051811.HKD":"HSBC GIF GLOBAL EQUITY VOLATILITY FOCUSED \"AM2\" (HKD) INC","IE00BK4W5L77.USD":"HSBC GLOBAL FUNDS ICAV US EQUITY INDEX \"HC\" (USD) ACC","TSLR":"2倍做多TSLA ETF-GraniteShares","LU2462157665.USD":"ALLIANZ GLOBAL INCOME \"A\" (USD) INC","IE00BK4W5M84.HKD":"HSBC GLOBAL FUNDS ICAV US EQUITY INDEX \"HC\" (HKD) ACC","SG9999015978.USD":"利安颠覆性创新基金A","TSLS":"1倍做空TSLA ETF-Direxion","LU2087621335.USD":"ALLSPRING GLOBAL FACTOR ENHANCED EQUITY \"A\" (USD) ACC","LU1066051225.USD":"HSBC GIF GLOBAL EQUITY VOLATILITY FOCUSED \"AC\" (USD) ACC","LU1852331112.SGD":"Blackrock World Technology Fund A2 SGD-H","BK4612":"AI芯片","09766":"南方两倍做多特斯拉-U","TSLW":"TSLA周配息ETF-Roundhill","LU0133085943.USD":"T ROWE PRICE US BLUE CHIP EQUITY \"A\" ACC","LU2063271972.USD":"富兰克林创新领域基金","LU2108987350.USD":"UBS (LUX) EQUITY SICAV GLOBAL OPPORTUNITY SUSTAINABLE (USD) \"P\" (USD) ACC","TSLY":"TSLA期权收益策略ETF-YieldMax","LU2213496289.HKD":"ALLIANZ INCOME AND GROWTH \"AT\" (HKD) ACC","WATS":"Corgi Battery Energy Storage Systems ETF","TSLZ":"2倍做空TSLA ETF-T-Rex","LU1066051498.USD":"HSBC GIF GLOBAL EQUITY VOLATILITY FOCUSED \"AM2\" (USD) INC","BK4574":"无人驾驶","LU2290526834.HKD":"BGF NEXT GENERATION TECHNOLOGY \"A2\" (HKDHDG) ACC","LU1066053197.SGD":"HSBC GIF GLOBAL EQUITY VOLATILITY FOCUSED \"AM3\" (SGDHDG) INC","WANT":"Direxion Daily Consumer Discretionary Bull 3X ETF","LU0198837287.USD":"UBS (LUX) EQUITY SICAV - USA GROWTH \"P\" (USD) ACC","LU0820561909.HKD":"ALLIANZ INCOME AND GROWTH \"AM\" (HKD) INC","LU0323591593.USD":"SCHRODER ISF QEP GLOBAL QUALITY \"A\" (USD) ACC","BK4543":"AI","BK4581":"高盛持仓","LU1267930730.SGD":"富兰克林美国机遇基金AS Acc SGD (CPF)","LU2357305700.SGD":"Allianz Global Artificial Intelligence ET H2-SGD","LU0109391861.USD":"富兰克林美国机遇基金A Acc","BK4511":"特斯拉概念","LU1366192091.USD":"ALLIANZ US EQUITY PLUS \"AM\" (USD) INC","IE0034235303.USD":"PINEBRIDGE US RESEARCH ENHANCED CORE EQUITY \"A\" (USD) ACC","IE00B19Z8W00.USD":"FTGF CLEARBRIDGE US LARGE CAP GROWTH \"A\" INC","BK4534":"瑞士信贷持仓","BK4533":"AQR资本管理(全球第二大对冲基金)","LU0823414478.USD":"法巴经典能源转换基金","LU0056508442.USD":"贝莱德世界科技基金A2","CRSH":"做空TSLA 期权收益策略ETF-YieldMax","07366":"南方两倍做空特斯拉","IE00B1XK9C88.USD":"PINEBRIDGE US LARGE CAP RESEARCH ENHANCED \"A\" (USD) ACC","LU0466842654.USD":"HSBC ISLAMIC GLOBAL EQUITY INDEX \"A\" (USD) ACC","LU0097036916.USD":"贝莱德美国增长A2 USD","LU0689472784.USD":"安联收益及增长基金Cl AM AT Acc","LU0345770993.USD":"NINETY ONE GSF GLOBAL STRATEGIC EQUITY \"A\" (USD) INC","BK4516":"特朗普概念","LIT":"Global X Lithium & Battery Tech ETF","IE00B1BXHZ80.USD":"Legg Mason ClearBridge - US Appreciation A Acc USD","TSLO":"2倍上限加速TSLA ETF-Leverage Shares","BK4592":"伊斯兰概念","LU0345770308.USD":"NINETY ONE GSF GLOBAL STRATEGIC EQUITY \"A\" (USD) ACC","LU0345769631.USD":"NINETY ONE GSF GLOBAL EQUITY \"A\" (USD) INC","TEST":"YieldMax TSLA Performance & Distribution Target 25 ETF","BK4548":"巴美列捷福持仓","LU2602419157.SGD":"HSBC ISLAMIC GLOBAL EQUITY INDEX \"AC\" (SGD) ACC","LU2360107168.USD":"BGF NEXT GENERATION TECHNOLOGY \"A4\" (USD) INC","LU0345769128.USD":"NINETY ONE GSF GLOBAL EQUITY \"A\" (USD) ACC","LU1145028129.USD":"ALLIANZ INCOME AND GROWTH \"AQ\" (USD) INC","LU0719512351.SGD":"JPMorgan Funds - US Technology A (acc) SGD","LU1232071149.USD":"AZ FUND 1 GLOBAL GROWTH SELECTOR \"AAZ\" (USDHDG) ACC","LU2236285917.USD":"ALLIANZ GLOBAL INCOME \"AMG\" (USD) INC","LU0320765059.SGD":"FTIF - Franklin US Opportunities A Acc SGD","LU1674673691.USD":"HSBC GIF GLOBAL LOWER CARBON EQUITY \"AD\" (USD) INC","IE00BJLML261.HKD":"HSBC GLOBAL EQUITY INDEX \"HCH\" (HKD) ACC","LU1914381329.SGD":"Allianz Best Styles Global Equity Cl ET Acc H2-SGD","LU2420271590.USD":"ALLIANZ SELECT INCOME AND GROWTH \"AT\" (USD) ACC","LU0234570918.USD":"高盛全球核心股票组合Acc Close","LU1674673428.USD":"HSBC GIF GLOBAL LOWER CARBON EQUITY \"AC\" (USD) ACC","LU0316494557.USD":"FRANKLIN GLOBAL FUNDAMENTAL STRATEGIES \"A\" ACC","LU1839511570.USD":"WELLS FARGO GLOBAL FACTOR ENHANCED EQUITY \"I\" (USD) ACC","LU1861559042.SGD":"日兴方舟颠覆性创新基金B SGD","LU0820561818.USD":"安联收益及增长平衡基金Cl AM DIS","BK4099":"汽车制造商","LU0708995401.HKD":"FRANKLIN U.S. OPPORTUNITIES \"A\" (HKD) ACC","LU2456880835.USD":"ALLIANZ GLOBAL INCOME \"AT\" (USD) ACC","BK4585":"ETF&股票定投概念","LU2471134952.CNY":"INVESCO GLOBAL EQUITY INCOME ADVANTAGE \"A\" (CNYHDG) INC","LU2249611893.SGD":"BNP PARIBAS ENERGY TRANSITION \"CRH\" (SGD) ACC","LU1551013342.USD":"Allianz Income and Growth Cl AMg2 DIS USD","BK4555":"新能源车","LU2471134879.HKD":"INVESCO GLOBAL EQUITY INCOME ADVANTAGE \"A\" (HKD) INC","IE00B19Z8X17.USD":"FTGF CLEARBRIDGE US LARGE CAP GROWTH  \"AG\" (USD) ACC","LU2471134523.USD":"INVESCO GLOBAL EQUITY INCOME ADVANTAGE \"A\" (USD) ACC","TSDD":"2倍做空TSLA ETF-GraniteShares","LU0943347566.SGD":"安联收益及增长平衡基金AM H2-SGD","LU2471134796.USD":"INVESCO GLOBAL EQUITY INCOME ADVANTAGE \"A\" (USD) INC","FDRV":"Fidelity Electric Vehicles and Future Transportation ETF","LU0234572021.USD":"高盛美国核心股票组合Acc","07766":"南方两倍做多特斯拉","LU2750360641.GBP":"INVESCO GLOBAL EQUITY INCOME ADVANTAGE \"A\" (GBPHDG) INC","BK4527":"明星科技股","LU0820562030.AUD":"ALLIANZ INCOME AND GROWTH \"AMH2\" (AUDHDG) H2 INC","LU0210536198.USD":"JPM US GROWTH \"A\" ACC","LU1861558580.USD":"日兴方舟颠覆性创新基金B","IE00B19Z9505.USD":"美盛-美国大盘成长股A Acc","BK4588":"碎股","BK4550":"红杉资本持仓","LU2896262040.SGD":"JPM US GROWTH FUND \"A\" (SGD) ACC","HK0000914686.HKD":"GFI Global Select Equity Fund Class A (HKD)","LU2750360997.AUD":"INVESCO GLOBAL EQUITY INCOME ADVANTAGE \"A\" (AUDHDG) INC","SG9999015945.SGD":"LionGlobal Disruptive Innovation Fund A SGD","LU2250418816.HKD":"BGF WORLD TECHNOLOGY \"A\" (HKD) ACC","HK0000914660.USD":"GFI Global Select Equity Fund Class A (USD)","TSYY":"收益增强TSLA ETF-GraniteShares","IE00BWXC8680.SGD":"PINEBRIDGE US LARGE CAP RESEARCH ENHANCED \"A5\" (SGD) ACC","BK4551":"寇图资本持仓","BK4598":"佩洛西持仓","09366":"南方两倍做空特斯拉-U","LU2403377893.USD":"ALLIANZ SELECT INCOME AND GROWTH \"AM\" (USD) INC","LU1720051108.HKD":"ALLIANZ GLOBAL ARTIFICIAL INTELLIGENCE \"AT\" (HKD) ACC","LU0672654240.SGD":"FTIF - Franklin US Opportunities A Acc SGD-H1","LU1861215975.USD":"贝莱德新一代科技基金 A2","LU1429558221.USD":"Natixis Loomis Sayles US Growth Equity RA USD","SG9999015952.SGD":"LIONGLOBAL DISRUPTIVE INNOVATION \"I\" (SGD) ACC","LU1548497426.USD":"安联环球人工智能AT Acc","ELOL":"Leverage Shares 100% TSLA and 100% SPCX Daily ETF","LU1861220033.SGD":"Blackrock Next Generation Technology A2 SGD-H","LU2756315664.SGD":"ALLIANZ INCOME AND GROWTH \"AMI\" (SGDHDG) INC","LU1435385759.SGD":"Natixis Loomis Sayles US Growth Equity RA SGD-H","LU2168564495.EUR":"AZ ALLOCATION - TREND \"AI\" (EUR) ACC","LU2168564222.USD":"AZ ALLOCATION - TREND \"AAZ\" (USDHDG) ACC","LU1629891620.HKD":"ALLIANZ INCOME AND GROWTH \"AMG2\" (H2-HKD) INC","LU2168564065.EUR":"AZ ALLOCATION - TREND \"AAZ\" (EUR) ACC","LU2326559502.SGD":"Natixis Loomis Sayles US Growth Equity P/A SGD-H","IE00BSNM7G36.USD":"NEUBERGER BERMAN SYSTEMATIC GLOBAL SUSTAINABLE VALUE \"A\" (USD) ACC","LU2168563687.JPY":"AZ ALLOCATION - TREND \"AAZ\" (JPYHDG) ACC","TSII":"REX TSLA Growth & Income ETF","LU1778281490.HKD":"HSBC GIF GLOBAL LOWER CARBON EQUITY \"AD\" (HKD) INC","LU2168564149.EUR":"AZ ALLOCATION - TREND \"BAZ\" (EUR) ACC","LU0053666078.USD":"摩根大通基金-美国股票A（离岸）美元","TSLA":"特斯拉","TSL":"1.25倍做多TSLA ETF-GraniteShares","LU0082616367.USD":"摩根大通美国科技A（dist）","LU1551013425.SGD":"Allianz Income and Growth Cl AMg2 DIS H2-SGD","LU2360106780.USD":"BGF WORLD TECHNOLOGY \"A4\" (USD) INC","LU2417539215.USD":"ALLIANZ GLOBAL INCOME \"AMF\" (USD) INC","SG9999015986.USD":"LIONGLOBAL DISRUPTIVE INNOVATION \"I\" (USD) ACC","LU0077335932.USD":"FIDELITY AMERICAN GROWTH \"A\" INC","LU2756315318.SGD":"ALLIANZ INCOME AND GROWTH \"AMG\" (SGDHDG) INC A","SMOG":"VanEck Low Carbon Energy ETF","TSLI":"2倍做多TSLA ETF-ProShares","LU0964807845.USD":"ALLIANZ INCOME & GROWTH \"A\" (USD) INC","LU2023250330.USD":"ALLIANZ INCOME AND GROWTH \"AMG\" (USD) INC","LU0348723411.USD":"ALLIANZ GLOBAL HI-TECH GROWTH \"A\" (USD) INC","TLA":"GraniteShares Autocallable TSLA ETF","BK4604":"机器人概念","TSLL":"2倍做多TSLA ETF-Direxion","LU1720051017.SGD":"Allianz Global Artificial Intelligence AT Acc H2-SGD","TSLP":"TSLA收益溢价策略ETF-Kurv"},"source_url":"https://www.zhitongcaijing.com/immediately.html?type=usstock","is_english":false,"share_image_url":"https://static.laohu8.com/6ca2dcdccfa2217fb20a0351f4efe814","article_id":"2664339747","content_text":"【特斯拉(TSLA.US)自动驾驶出租车Cybercab亮相奥斯汀 无方向盘设计引发监管审查】智通财经APP获悉，当地时间9月3日(周四)，特斯拉(TSLA.US)在德克萨斯州奥斯汀举行独家发布活动，正式推出其首款原生自动驾驶出租车Cybercab，并于次日向公众开放限定区域乘车服务。这款金色外观、蝴蝶门设计的双座车型没有方向盘和踏板，而是依靠摄像头视觉与传感器实现自动驾驶。这一突破传统的设计引发监管关注。","news_type":1,"symbols_score_info":{"07766":0.6,"TSDD":0.6,"TLA":0.6,"LIT":0.6,"TSYY":0.6,"CRSH":0.6,"09366":0.6,"TSLA":1.98,"STSLAmain":0.6,"07366":0.6,"ELOL":0.6,"TSLR":0.6,"SMOG":0.6,"WANT":0.6,"TSLP":0.6,"TSL":0.6,"TEST":0.6,"WATS":0.6,"09766":0.6,"TSLZ":0.6,"TSII":0.6,"TSLY":0.6,"TSLS":0.6,"FDRV":0.6,"TSLW":0.6,"TSLI":0.6,"TSLL":0.6,"TSLO":0.6}},"isVote":1,"tweetType":1,"viewCount":1180,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"CN","totalScore":0},{"id":598809814184936,"gmtCreate":1787219631685,"gmtModify":1787219633796,"author":{"id":"3516613750658094","authorId":"3516613750658094","name":"DeepValueMaking","avatar":"https://static.tigerbbs.com/0a41dde8572c0ebfaa895f829b9231e5","crmLevel":4,"crmLevelSwitch":1,"followedFlag":false,"idStr":"3516613750658094","authorIdStr":"3516613750658094"},"themes":[],"title":"","htmlText":"‌<a href=\"https://laohu8.com/S/688836\">$宇树科技-W(688836)$ &nbsp;</a>‌王兴兴不笑是有道理的","listText":"‌<a href=\"https://laohu8.com/S/688836\">$宇树科技-W(688836)$ &nbsp;</a>‌王兴兴不笑是有道理的","text":"‌$宇树科技-W(688836)$ ‌王兴兴不笑是有道理的","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":2,"commentSize":2,"repostSize":0,"link":"https://laohu8.com/post/598809814184936","isVote":1,"tweetType":1,"viewCount":2844,"authorTweetTopStatus":1,"verified":2,"comments":[{"author":{"id":"3566290818801808","authorId":"3566290818801808","name":"亿千","avatar":"https://static.tigerbbs.com/b8074aa8994a90800980e41658344389","crmLevel":1,"crmLevelSwitch":0,"idStr":"3566290818801808","authorIdStr":"3566290818801808"},"content":"他有啥不笑的，空手套了大堆白狼. 崩老头崩得不开心？","text":"他有啥不笑的，空手套了大堆白狼. 崩老头崩得不开心？","html":"他有啥不笑的，空手套了大堆白狼. 崩老头崩得不开心？"},{"author":{"id":"3500646460202211","authorId":"3500646460202211","name":"七风哥哥","avatar":"https://static.tigerbbs.com/995231888a039cddd9f2f0ecf7b865b0","crmLevel":7,"crmLevelSwitch":1,"idStr":"3500646460202211","authorIdStr":"3500646460202211"},"content":"很快就是ST宇树[笑哭]","text":"很快就是ST宇树[笑哭]","html":"很快就是ST宇树[笑哭]"}],"imageCount":0,"langContent":"CN","totalScore":0},{"id":598711896847352,"gmtCreate":1787195728956,"gmtModify":1787195730895,"author":{"id":"3516613750658094","authorId":"3516613750658094","name":"DeepValueMaking","avatar":"https://static.tigerbbs.com/0a41dde8572c0ebfaa895f829b9231e5","crmLevel":4,"crmLevelSwitch":1,"followedFlag":false,"idStr":"3516613750658094","authorIdStr":"3516613750658094"},"themes":[],"title":"","htmlText":"到家里跳舞吗？","listText":"到家里跳舞吗？","text":"到家里跳舞吗？","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":0,"commentSize":0,"repostSize":0,"link":"https://laohu8.com/post/598711896847352","repostId":"1124131273","repostType":2,"repost":{"id":"1124131273","kind":"news","weMediaInfo":{"introduction":"全球快讯第一时间播报","home_visible":1,"media_name":"美股速递","id":"1004306016","head_image":"https://community-static.tradeup.com/news/b3bf6d02ad1a6e9e7377eebbb162346a"},"pubTimestamp":1787190191,"share":"https://www.laohunote.com/m/news/1124131273?lang=zh_CN&edition=full","pubTime":"2026-08-20 09:43","market":"us","language":"zh","title":"宇树科技CEO：期望数年内让机器人进入千家万户，完成80%家务","url":"https://stock-news.laohu8.com/highlight/detail?id=1124131273","media":"美股速递","summary":"中国宇树科技首席执行官近日表示，他满怀期待地展望未来——在短短几年内，一款能够胜任家庭中八成日常任务的机器人，有望真正走入普通人的日常生活。这一愿景不仅勾勒出智能家居的崭新图景，也折射出中国机器人产业迅猛攀升的雄心。在他看来，未来家庭中，机器人将不再是冷冰冰的机械装置，而是能够分担家务、解放双手的贴心伙伴。","content":"<p>中国宇树科技首席执行官近日表示，他满怀期待地展望未来——在短短几年内，一款能够胜任家庭中八成日常任务的机器人，有望真正走入普通人的日常生活。这一愿景不仅勾勒出智能家居的崭新图景，也折射出中国机器人产业迅猛攀升的雄心。这位掌门人强调，技术的演进正以令人目眩的速度推进，而将机器人从实验室带入客厅，已然不再是遥不可及的科幻想象。他坦言，实现这一目标仍需跨越诸多工程与成本挑战，但团队正全力攻关，力求让机器人从“能看”走向“能干”，从“辅助”迈向“主力”。在他看来，未来家庭中，机器人将不再是冷冰冰的机械装置，而是能够分担家务、解放双手的贴心伙伴。话语间，那份笃定与热忱，仿佛已勾勒出智能生活触手可及的轮廓。</p>","collect":0,"html":"<!DOCTYPE html>\n<html>\n<head>\n<meta http-equiv=\"Content-Type\" content=\"text/html; charset=utf-8\" />\n<meta name=\"viewport\" content=\"width=device-width,initial-scale=1.0,minimum-scale=1.0,maximum-scale=1.0,user-scalable=no\"/>\n<meta name=\"format-detection\" content=\"telephone=no,email=no,address=no\" />\n<title>宇树科技CEO：期望数年内让机器人进入千家万户，完成80%家务</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宇树科技CEO：期望数年内让机器人进入千家万户，完成80%家务\n</h2>\n\n<h4 class=\"meta\">\n\n\n<a class=\"head\" href=\"https://laohu8.com/wemedia/1004306016\">\n\n\n<div class=\"h-thumb\" style=\"background-image:url(https://community-static.tradeup.com/news/b3bf6d02ad1a6e9e7377eebbb162346a);background-size:cover;\"></div>\n\n<div class=\"h-content\">\n<p class=\"h-name\">美股速递 </p>\n<p class=\"h-time\">2026-08-20 09:43</p>\n</div>\n\n</a>\n\n\n</h4>\n\n</header>\n<article>\n<p>中国宇树科技首席执行官近日表示，他满怀期待地展望未来——在短短几年内，一款能够胜任家庭中八成日常任务的机器人，有望真正走入普通人的日常生活。这一愿景不仅勾勒出智能家居的崭新图景，也折射出中国机器人产业迅猛攀升的雄心。这位掌门人强调，技术的演进正以令人目眩的速度推进，而将机器人从实验室带入客厅，已然不再是遥不可及的科幻想象。他坦言，实现这一目标仍需跨越诸多工程与成本挑战，但团队正全力攻关，力求让机器人从“能看”走向“能干”，从“辅助”迈向“主力”。在他看来，未来家庭中，机器人将不再是冷冰冰的机械装置，而是能够分担家务、解放双手的贴心伙伴。话语间，那份笃定与热忱，仿佛已勾勒出智能生活触手可及的轮廓。</p>\n\n</article>\n</div>\n</body>\n</html>\n","type":0,"thumbnail":"","relate_stocks":{"688836":"宇树科技-W"},"source_url":"","is_english":false,"share_image_url":"https://static.laohu8.com/e9f99090a1c2ed51c021029395664489","article_id":"1124131273","content_text":"中国宇树科技首席执行官近日表示，他满怀期待地展望未来——在短短几年内，一款能够胜任家庭中八成日常任务的机器人，有望真正走入普通人的日常生活。这一愿景不仅勾勒出智能家居的崭新图景，也折射出中国机器人产业迅猛攀升的雄心。这位掌门人强调，技术的演进正以令人目眩的速度推进，而将机器人从实验室带入客厅，已然不再是遥不可及的科幻想象。他坦言，实现这一目标仍需跨越诸多工程与成本挑战，但团队正全力攻关，力求让机器人从“能看”走向“能干”，从“辅助”迈向“主力”。在他看来，未来家庭中，机器人将不再是冷冰冰的机械装置，而是能够分担家务、解放双手的贴心伙伴。话语间，那份笃定与热忱，仿佛已勾勒出智能生活触手可及的轮廓。","news_type":1,"symbols_score_info":{"688836":1}},"isVote":1,"tweetType":1,"viewCount":1505,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"CN","totalScore":0},{"id":598689598951536,"gmtCreate":1787190254290,"gmtModify":1787190256218,"author":{"id":"3516613750658094","authorId":"3516613750658094","name":"DeepValueMaking","avatar":"https://static.tigerbbs.com/0a41dde8572c0ebfaa895f829b9231e5","crmLevel":4,"crmLevelSwitch":1,"followedFlag":false,"idStr":"3516613750658094","authorIdStr":"3516613750658094"},"themes":[],"title":"","htmlText":"‌<a href=\"https://laohu8.com/S/688836\">$宇树科技-W(688836)$ &nbsp;</a>‌今天散户开始抛了，量太大，机构也接不住。","listText":"‌<a href=\"https://laohu8.com/S/688836\">$宇树科技-W(688836)$ &nbsp;</a>‌今天散户开始抛了，量太大，机构也接不住。","text":"‌$宇树科技-W(688836)$ ‌今天散户开始抛了，量太大，机构也接不住。","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":4,"commentSize":3,"repostSize":1,"link":"https://laohu8.com/post/598689598951536","isVote":1,"tweetType":1,"viewCount":4111,"authorTweetTopStatus":1,"verified":2,"comments":[{"author":{"id":"3566290818801808","authorId":"3566290818801808","name":"亿千","avatar":"https://static.tigerbbs.com/b8074aa8994a90800980e41658344389","crmLevel":1,"crmLevelSwitch":0,"idStr":"3566290818801808","authorIdStr":"3566290818801808"},"content":"想多了。这个票散户昨天就走了. 今天抛的可不是散户","text":"想多了。这个票散户昨天就走了. 今天抛的可不是散户","html":"想多了。这个票散户昨天就走了. 今天抛的可不是散户"},{"author":{"id":"3516613750658094","authorId":"3516613750658094","name":"DeepValueMaking","avatar":"https://static.tigerbbs.com/0a41dde8572c0ebfaa895f829b9231e5","crmLevel":4,"crmLevelSwitch":1,"idStr":"3516613750658094","authorIdStr":"3516613750658094"},"content":"中单也净卖出22亿了。","text":"中单也净卖出22亿了。","html":"中单也净卖出22亿了。"}],"imageCount":0,"langContent":"CN","totalScore":0},{"id":598384011546840,"gmtCreate":1787108077021,"gmtModify":1787108078876,"author":{"id":"3516613750658094","authorId":"3516613750658094","name":"DeepValueMaking","avatar":"https://static.tigerbbs.com/0a41dde8572c0ebfaa895f829b9231e5","crmLevel":4,"crmLevelSwitch":1,"followedFlag":false,"idStr":"3516613750658094","authorIdStr":"3516613750658094"},"themes":[],"title":"","htmlText":"‌<a href=\"https://laohu8.com/S/688836\">$宇树科技(688836)$ &nbsp;</a>‌熄火了","listText":"‌<a href=\"https://laohu8.com/S/688836\">$宇树科技(688836)$ &nbsp;</a>‌熄火了","text":"‌$宇树科技(688836)$ ‌熄火了","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":2,"commentSize":1,"repostSize":0,"link":"https://laohu8.com/post/598384011546840","isVote":1,"tweetType":1,"viewCount":1431,"authorTweetTopStatus":1,"verified":2,"comments":[{"author":{"id":"3462411791122107","authorId":"3462411791122107","name":"只要不死总会出头","avatar":"https://static.tigerbbs.com/7c237d9b35d3d010840c791aaedd41a8","crmLevel":1,"crmLevelSwitch":1,"idStr":"3462411791122107","authorIdStr":"3462411791122107"},"content":"这个股，开盘就是5年内的最高点","text":"这个股，开盘就是5年内的最高点","html":"这个股，开盘就是5年内的最高点"}],"imageCount":0,"langContent":"CN","totalScore":0},{"id":598018513150168,"gmtCreate":1787018844014,"gmtModify":1787018846082,"author":{"id":"3516613750658094","authorId":"3516613750658094","name":"DeepValueMaking","avatar":"https://static.tigerbbs.com/0a41dde8572c0ebfaa895f829b9231e5","crmLevel":4,"crmLevelSwitch":1,"followedFlag":false,"idStr":"3516613750658094","authorIdStr":"3516613750658094"},"themes":[],"title":"","htmlText":"‌<a href=\"https://laohu8.com/S/02097\">$蜜雪集团(02097)$ &nbsp;</a>‌好久没有关注了，今天回来一看，现在居然跌成这样了。看来是被弃了，毕竟奶茶能讲出多少故事。","listText":"‌<a href=\"https://laohu8.com/S/02097\">$蜜雪集团(02097)$ &nbsp;</a>‌好久没有关注了，今天回来一看，现在居然跌成这样了。看来是被弃了，毕竟奶茶能讲出多少故事。","text":"‌$蜜雪集团(02097)$ ‌好久没有关注了，今天回来一看，现在居然跌成这样了。看来是被弃了，毕竟奶茶能讲出多少故事。","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":0,"commentSize":0,"repostSize":0,"link":"https://laohu8.com/post/598018513150168","isVote":1,"tweetType":1,"viewCount":2587,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"CN","totalScore":0},{"id":598007566071128,"gmtCreate":1787016164889,"gmtModify":1787016166727,"author":{"id":"3516613750658094","authorId":"3516613750658094","name":"DeepValueMaking","avatar":"https://static.tigerbbs.com/0a41dde8572c0ebfaa895f829b9231e5","crmLevel":4,"crmLevelSwitch":1,"followedFlag":false,"idStr":"3516613750658094","authorIdStr":"3516613750658094"},"themes":[],"title":"","htmlText":"‌<a href=\"https://laohu8.com/S/00100\">$MINIMAX-W(00100)$ &nbsp;</a>‌财报前，应该能涨一波","listText":"‌<a href=\"https://laohu8.com/S/00100\">$MINIMAX-W(00100)$ &nbsp;</a>‌财报前，应该能涨一波","text":"‌$MINIMAX-W(00100)$ ‌财报前，应该能涨一波","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":0,"commentSize":1,"repostSize":0,"link":"https://laohu8.com/post/598007566071128","isVote":1,"tweetType":1,"viewCount":1917,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"CN","totalScore":0},{"id":598007603393072,"gmtCreate":1787016100142,"gmtModify":1787016101849,"author":{"id":"3516613750658094","authorId":"3516613750658094","name":"DeepValueMaking","avatar":"https://static.tigerbbs.com/0a41dde8572c0ebfaa895f829b9231e5","crmLevel":4,"crmLevelSwitch":1,"followedFlag":false,"idStr":"3516613750658094","authorIdStr":"3516613750658094"},"themes":[],"title":"","htmlText":"‌财报前，应该能涨一波","listText":"‌财报前，应该能涨一波","text":"‌财报前，应该能涨一波","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":0,"commentSize":0,"repostSize":0,"link":"https://laohu8.com/post/598007603393072","isVote":1,"tweetType":1,"viewCount":1319,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"CN","totalScore":0},{"id":595176901809152,"gmtCreate":1786325024314,"gmtModify":1786325026347,"author":{"id":"3516613750658094","authorId":"3516613750658094","name":"DeepValueMaking","avatar":"https://static.tigerbbs.com/0a41dde8572c0ebfaa895f829b9231e5","crmLevel":4,"crmLevelSwitch":1,"followedFlag":false,"idStr":"3516613750658094","authorIdStr":"3516613750658094"},"themes":[],"title":"","htmlText":"‌<a href=\"https://laohu8.com/S/00100\">$MINIMAX-W(00100)$ &nbsp;</a>‌感觉今天要开始跌了。","listText":"‌<a href=\"https://laohu8.com/S/00100\">$MINIMAX-W(00100)$ &nbsp;</a>‌感觉今天要开始跌了。","text":"‌$MINIMAX-W(00100)$ ‌感觉今天要开始跌了。","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":0,"commentSize":1,"repostSize":0,"link":"https://laohu8.com/post/595176901809152","isVote":1,"tweetType":1,"viewCount":2854,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"CN","totalScore":0},{"id":590821847565328,"gmtCreate":1785245162772,"gmtModify":1785245164682,"author":{"id":"3516613750658094","authorId":"3516613750658094","name":"DeepValueMaking","avatar":"https://static.tigerbbs.com/0a41dde8572c0ebfaa895f829b9231e5","crmLevel":4,"crmLevelSwitch":1,"followedFlag":false,"idStr":"3516613750658094","authorIdStr":"3516613750658094"},"themes":[],"title":"","htmlText":"‌<a href=\"https://laohu8.com/S/IBM\">$IBM(IBM)$ &nbsp;</a>‌看来止跌了","listText":"‌<a href=\"https://laohu8.com/S/IBM\">$IBM(IBM)$ &nbsp;</a>‌看来止跌了","text":"‌$IBM(IBM)$ ‌看来止跌了","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":0,"commentSize":0,"repostSize":0,"link":"https://laohu8.com/post/590821847565328","isVote":1,"tweetType":1,"viewCount":2984,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"CN","totalScore":0},{"id":589107421466752,"gmtCreate":1784856588364,"gmtModify":1784856590151,"author":{"id":"3516613750658094","authorId":"3516613750658094","name":"DeepValueMaking","avatar":"https://static.tigerbbs.com/0a41dde8572c0ebfaa895f829b9231e5","crmLevel":4,"crmLevelSwitch":1,"followedFlag":false,"idStr":"3516613750658094","authorIdStr":"3516613750658094"},"themes":[],"title":"","htmlText":"‌<a href=\"https://laohu8.com/S/00100\">$MINIMAX-W(00100)$ &nbsp;</a>‌马上触及165发行价了","listText":"‌<a href=\"https://laohu8.com/S/00100\">$MINIMAX-W(00100)$ &nbsp;</a>‌马上触及165发行价了","text":"‌$MINIMAX-W(00100)$ ‌马上触及165发行价了","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":0,"commentSize":1,"repostSize":0,"link":"https://laohu8.com/post/589107421466752","isVote":1,"tweetType":1,"viewCount":1927,"authorTweetTopStatus":1,"verified":2,"comments":[{"author":{"id":"4121475382077130","authorId":"4121475382077130","name":"发发发財财财","avatar":"https://static.laohu8.com/default-avatar.jpg","crmLevel":7,"crmLevelSwitch":0,"idStr":"4121475382077130","authorIdStr":"4121475382077130"},"content":"这个趋势不碰一下发行价涨不上去","text":"这个趋势不碰一下发行价涨不上去","html":"这个趋势不碰一下发行价涨不上去"}],"imageCount":0,"langContent":"CN","totalScore":0},{"id":588419247654384,"gmtCreate":1784688553356,"gmtModify":1784688555184,"author":{"id":"3516613750658094","authorId":"3516613750658094","name":"DeepValueMaking","avatar":"https://static.tigerbbs.com/0a41dde8572c0ebfaa895f829b9231e5","crmLevel":4,"crmLevelSwitch":1,"followedFlag":false,"idStr":"3516613750658094","authorIdStr":"3516613750658094"},"themes":[],"title":"","htmlText":"‌<a href=\"https://laohu8.com/S/00100\">$MINIMAX-W(00100)$ &nbsp;</a>‌昨天是拉高出货，今天开始继续抛售","listText":"‌<a href=\"https://laohu8.com/S/00100\">$MINIMAX-W(00100)$ &nbsp;</a>‌昨天是拉高出货，今天开始继续抛售","text":"‌$MINIMAX-W(00100)$ ‌昨天是拉高出货，今天开始继续抛售","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":0,"commentSize":0,"repostSize":0,"link":"https://laohu8.com/post/588419247654384","isVote":1,"tweetType":1,"viewCount":1240,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"CN","totalScore":0},{"id":587887858499800,"gmtCreate":1784558823103,"gmtModify":1784558824921,"author":{"id":"3516613750658094","authorId":"3516613750658094","name":"DeepValueMaking","avatar":"https://static.tigerbbs.com/0a41dde8572c0ebfaa895f829b9231e5","crmLevel":4,"crmLevelSwitch":1,"followedFlag":false,"idStr":"3516613750658094","authorIdStr":"3516613750658094"},"themes":[],"title":"","htmlText":"木头姐这次又超前了","listText":"木头姐这次又超前了","text":"木头姐这次又超前了","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":0,"commentSize":0,"repostSize":0,"link":"https://laohu8.com/post/587887858499800","repostId":"2652521109","repostType":2,"repost":{"id":"2652521109","kind":"live","pubTimestamp":1784558346,"share":"https://www.laohunote.com/m/news/2652521109?lang=zh_CN&edition=full","pubTime":"2026-07-20 22:39","market":"us","language":"zh","title":"美股异动 | SpaceX(SPCX.US)跌逾2% 木头姐逆势大手笔加仓","url":"https://stock-news.laohu8.com/highlight/detail?id=2652521109","media":"智通财经","summary":"【美股异动 | SpaceX(SPCX.US)跌逾2% 木头姐逆势大手笔加仓】智通财经APP获悉，周一，SpaceX(SPCX.US)跌逾2%，报121.13美元，截至发稿，本月累计跌幅近30%。据悉","content":"<html><body><div>\n<div>\n<b>【美股异动 | SpaceX(SPCX.US)跌逾2% 木头姐逆势大手笔加仓】</b>智通财经APP获悉，周一，SpaceX(SPCX.US)跌逾2%，报121.13美元，截至发稿，本月累计跌幅近30%。据悉，公司面临内部人士限售期延长带来的潜在抛压。未来数月，部分限售股份将分批进入市场，可能增加股票供应并进一步影响估值。SiebertFinancial首席投资官MarkMalek表示，在考虑未来限售股解禁后，许多投资者可能已经重新审视最初的投资逻辑。此前在场外观望的潜在买家，则可能继续等待更低的入场点，因为随着估值回归合理水平，更低价格出现的可能性正在上升。                </div>\n</div></body></html>","source":"live_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>美股异动 | SpaceX(SPCX.US)跌逾2% 木头姐逆势大手笔加仓</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美股异动 | SpaceX(SPCX.US)跌逾2% 木头姐逆势大手笔加仓\n</h2>\n\n<h4 class=\"meta\">\n\n\n2026-07-20 22:39 北京时间&nbsp;&nbsp;&nbsp;<a href=https://www.zhitongcaijing.com/immediately.html?type=usstock><strong>智通财经</strong></a>\n\n\n</h4>\n\n</header>\n<article>\n<div>\n<p>【美股异动 | SpaceX(SPCX.US)跌逾2% 木头姐逆势大手笔加仓】智通财经APP获悉，周一，SpaceX(SPCX.US)跌逾2%，报121.13美元，截至发稿，本月累计跌幅近30%。据悉，公司面临内部人士限售期延长带来的潜在抛压。未来数月，部分限售股份将分批进入市场，可能增加股票供应并进一步影响估值。SiebertFinancial首席投资官MarkMalek表示，在考虑未来限售股...</p>\n\n<a href=\"https://www.zhitongcaijing.com/immediately.html?type=usstock\">网页链接</a>\n\n</div>\n\n\n</article>\n</div>\n</body>\n</html>\n","type":0,"thumbnail":"","relate_stocks":{"BITU":"2倍做多比特币期货ETF-Proshares","ARKX":"ARK Space Exploration & Innovation ETF","CBOA":"Calamos Bitcoin Structured Alt Protection ETF - April","BCCC":"Global X Bitcoin Covered Call ETF","BTCI":"NEOS Bitcoin High Income ETF","SPCX":"SPAC and New Issue ETF","SSPC":"2倍做空SpaceX ETF-Leverage Shares","BITX":"2倍比特币期货ETF-Volatility Shares","DXYZ":"Destiny Tech100 Inc","ARKB":"比特币ETF-21Shares","BTCL":"T-REX 2X LONG BITCOIN DAILY TARGET ETF","BPI":"Grayscale Bitcoin Premium Income ETF","XOVR":"ERShares Private-Public Crossover ETF","IBIT":"比特币ETF-iShares","YBTC":"比特币看涨期权ETF-Roundhill","QBF":"Innovator Uncapped Bitcoin 20 Floor ETF - Quarterly","BITB":"比特币ETF-Bitwise","ARKF":"ARK Fintech Innovation ETF","CBOO":"Calamos Bitcoin Structured Alt Protection ETF - October","BTF":"比特币&以太币期货ETF-CoinShares","CBTO":"Calamos Bitcoin 80 Series Structured Alt Protection ETF - October","BFJL":"FT Vest Bitcoin Strategy Floor15 ETF - July","MAXI":"比特币期货ETF-Simplify","ARKG":"ARK Genomic Revolution ETF","UFO":"Procure Space ETF","SPCQ":"2倍做空SpaceX ETF-Defiance","BETH":"比特币&以太币期货ETF-ProShares","SNK":"2倍做空SpaceX ETF-GraniteShares","GBTC":"比特币ETF-Grayscale","LOFF":"2倍做多SpaceX ETF-Direxion","FBTC":"比特币ETF-Fidelity","BTCW":"比特币ETF-Wisdom Tree","BITI":"1倍做空比特币期货ETF-Proshares","ARKK":"ARK Innovation ETF","SPCU":"2倍做多SpaceX ETF-Defiance","SARK":"Tradr 1X Short Innovation Daily ETF","BTCZ":"T-Rex 2X Inverse Bitcoin Daily Target ETF","ARKQ":"ARK Autonomous Technology & Robotics ETF","BITO":"比特币期货ETF-ProShares","BTCC":"Grayscale Bitcoin HIGH Income ETF","SPAL":"2倍做多Space X ETF-GraniteShares","SPCF":"2倍做多SpaceX ETF-ProShares","BFAP":"FT Vest Bitcoin Strategy Floor15 ETF - April","SPCG":"2倍做空SpaceX ETF-Tradr","CBXO":"Calamos Bitcoin 90 Series Structured Alt Protection ETF - October","ARKW":"ARK Next Generation Internet ETF","BRRR":"比特币ETF-CoinShares","EZBC":"比特币ETF-Franklin","SPCH":"2倍做多SpaceX ETF-Leverage Shares"},"source_url":"https://www.zhitongcaijing.com/immediately.html?type=usstock","is_english":false,"share_image_url":"https://static.laohu8.com/6ca2dcdccfa2217fb20a0351f4efe814","article_id":"2652521109","content_text":"【美股异动 | SpaceX(SPCX.US)跌逾2% 木头姐逆势大手笔加仓】智通财经APP获悉，周一，SpaceX(SPCX.US)跌逾2%，报121.13美元，截至发稿，本月累计跌幅近30%。据悉，公司面临内部人士限售期延长带来的潜在抛压。未来数月，部分限售股份将分批进入市场，可能增加股票供应并进一步影响估值。SiebertFinancial首席投资官MarkMalek表示，在考虑未来限售股解禁后，许多投资者可能已经重新审视最初的投资逻辑。此前在场外观望的潜在买家，则可能继续等待更低的入场点，因为随着估值回归合理水平，更低价格出现的可能性正在上升。","news_type":1,"symbols_score_info":{"SPCF":0.6,"BITX":0.6,"BFJL":0.6,"CBTO":0.6,"ARKW":1.5,"IBIT":0.6,"SPCU":1.5,"SPCH":0.6,"BTCZ":0.6,"BITU":0.6,"YBTC":0.6,"BCCC":0.6,"EZBC":0.6,"ARKX":1.5,"BFAP":0.6,"MAXI":0.6,"BTCC":0.6,"BTCI":0.6,"QBF":0.6,"DXYZ":1.5,"BITI":0.6,"UFO":0.6,"ARKQ":1.5,"CBOO":0.6,"SPCG":0.6,"BPI":0.6,"LOFF":0.6,"SARK":1.5,"BITB":0.6,"SNK":1.5,"BTF":0.6,"GBTC":0.6,"XOVR":1.5,"CBXO":0.6,"ARKB":1.5,"SPCQ":0.6,"SSPC":0.6,"FBTC":0.6,"BETH":0.6,"ARKG":1.5,"BITO":0.6,"SPAL":1.5,"SPCX":1.5,"BTCL":0.6,"ARKF":1.5,"BRRR":0.6,"CBOA":0.6,"BTCW":0.6,"ARKK":1.5}},"isVote":1,"tweetType":1,"viewCount":789,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"CN","totalScore":0},{"id":586621035376672,"gmtCreate":1784249539531,"gmtModify":1784249541770,"author":{"id":"3516613750658094","authorId":"3516613750658094","name":"DeepValueMaking","avatar":"https://static.tigerbbs.com/0a41dde8572c0ebfaa895f829b9231e5","crmLevel":4,"crmLevelSwitch":1,"followedFlag":false,"idStr":"3516613750658094","authorIdStr":"3516613750658094"},"themes":[],"title":"","htmlText":"‌<a href=\"https://laohu8.com/S/SPCX\">$SpaceX(SPCX)$ &nbsp;</a>‌赌他第十四次发射成功","listText":"‌<a href=\"https://laohu8.com/S/SPCX\">$SpaceX(SPCX)$ &nbsp;</a>‌赌他第十四次发射成功","text":"‌$SpaceX(SPCX)$ ‌赌他第十四次发射成功","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":1,"commentSize":0,"repostSize":0,"link":"https://laohu8.com/post/586621035376672","isVote":1,"tweetType":1,"viewCount":1506,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"CN","totalScore":0}],"hots":[{"id":950079576,"gmtCreate":1589187127395,"gmtModify":1704179401634,"author":{"id":"3516613750658094","authorId":"3516613750658094","name":"DeepValueMaking","avatar":"https://static.tigerbbs.com/0a41dde8572c0ebfaa895f829b9231e5","crmLevel":4,"crmLevelSwitch":1,"followedFlag":false,"idStr":"3516613750658094","authorIdStr":"3516613750658094"},"themes":[],"title":"","htmlText":"<a href=\"https://laohu8.com/S/NIO\">$蔚来(NIO)$</a>为什么收到这个信息？","listText":"<a href=\"https://laohu8.com/S/NIO\">$蔚来(NIO)$</a>为什么收到这个信息？","text":"$蔚来(NIO)$为什么收到这个信息？","images":[{"img":"https://static.tigerbbs.com/5a519614053376e3a8b9adb8373d21ed","width":"1242","height":"441"}],"top":1,"highlighted":2,"essential":1,"paper":1,"likeSize":41,"commentSize":38,"repostSize":1,"link":"https://laohu8.com/post/950079576","isVote":1,"tweetType":1,"viewCount":16387,"authorTweetTopStatus":1,"verified":2,"comments":[{"author":{"id":"3500501721534624","authorId":"3500501721534624","name":"韭菜叶","avatar":"https://static.tigerbbs.com/4045406c8ef7d4cfbd540c0bb15faed0","crmLevel":1,"crmLevelSwitch":1,"idStr":"3500501721534624","authorIdStr":"3500501721534624"},"content":"做多保证金调整为100%了","text":"做多保证金调整为100%了","html":"做多保证金调整为100%了"},{"author":{"id":"3465712227832943","authorId":"3465712227832943","name":"麦田里的守望","avatar":"https://static.tigerbbs.com/541845da97c633a1829a862410dea06c","crmLevel":2,"crmLevelSwitch":0,"idStr":"3465712227832943","authorIdStr":"3465712227832943"},"content":"之前做多保证金一直是100%","text":"之前做多保证金一直是100%","html":"之前做多保证金一直是100%"}],"imageCount":1,"langContent":"CN","totalScore":0},{"id":435701286666480,"gmtCreate":1747408752375,"gmtModify":1747408753644,"author":{"id":"3516613750658094","authorId":"3516613750658094","name":"DeepValueMaking","avatar":"https://static.tigerbbs.com/0a41dde8572c0ebfaa895f829b9231e5","crmLevel":4,"crmLevelSwitch":1,"followedFlag":false,"idStr":"3516613750658094","authorIdStr":"3516613750658094"},"themes":[],"title":"","htmlText":"<a href=\"https://laohu8.com/S/SENS\">$Senseonics Holdings,Inc.(SENS)$&nbsp;</a> 长期低于$1，为什么就不被要求摘牌呢？","listText":"<a href=\"https://laohu8.com/S/SENS\">$Senseonics Holdings,Inc.(SENS)$&nbsp;</a> 长期低于$1，为什么就不被要求摘牌呢？","text":"$Senseonics Holdings,Inc.(SENS)$ 长期低于$1，为什么就不被要求摘牌呢？","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":1,"commentSize":1,"repostSize":0,"link":"https://laohu8.com/post/435701286666480","isVote":1,"tweetType":1,"viewCount":5385,"authorTweetTopStatus":1,"verified":2,"comments":[{"author":{"id":"3494301164572582","authorId":"3494301164572582","name":"T000002695","avatar":"https://static.laohu8.com/default-avatar.jpg","crmLevel":5,"crmLevelSwitch":1,"idStr":"3494301164572582","authorIdStr":"3494301164572582"},"content":"纽交所和纳斯达克不完全一样","text":"纽交所和纳斯达克不完全一样","html":"纽交所和纳斯达克不完全一样"}],"imageCount":0,"langContent":"CN","totalScore":0},{"id":427753650385032,"gmtCreate":1745455645689,"gmtModify":1745456260074,"author":{"id":"3516613750658094","authorId":"3516613750658094","name":"DeepValueMaking","avatar":"https://static.tigerbbs.com/0a41dde8572c0ebfaa895f829b9231e5","crmLevel":4,"crmLevelSwitch":1,"followedFlag":false,"idStr":"3516613750658094","authorIdStr":"3516613750658094"},"themes":[],"title":"","htmlText":"‌<a href=\"https://laohu8.com/S/NVDA\">$英伟达(NVDA)$ &nbsp;</a>‌从目前中美关税大战局势来看，特朗普很快就会解禁H20出口，那时英伟达股价会大涨一波。","listText":"‌<a href=\"https://laohu8.com/S/NVDA\">$英伟达(NVDA)$ &nbsp;</a>‌从目前中美关税大战局势来看，特朗普很快就会解禁H20出口，那时英伟达股价会大涨一波。","text":"‌$英伟达(NVDA)$ ‌从目前中美关税大战局势来看，特朗普很快就会解禁H20出口，那时英伟达股价会大涨一波。","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":4,"commentSize":7,"repostSize":1,"link":"https://laohu8.com/post/427753650385032","isVote":1,"tweetType":1,"viewCount":7412,"authorTweetTopStatus":1,"verified":2,"comments":[{"author":{"id":"3505994139431061","authorId":"3505994139431061","name":"LinYuliang","avatar":"https://static.tigerbbs.com/4eb5f9abc5bd08f8be2e2d5f4d1a7998","crmLevel":1,"crmLevelSwitch":1,"idStr":"3505994139431061","authorIdStr":"3505994139431061"},"content":"你这是至今最离谱的幻想","text":"你这是至今最离谱的幻想","html":"你这是至今最离谱的幻想"},{"author":{"id":"3516613750658094","authorId":"3516613750658094","name":"DeepValueMaking","avatar":"https://static.tigerbbs.com/0a41dde8572c0ebfaa895f829b9231e5","crmLevel":4,"crmLevelSwitch":1,"idStr":"3516613750658094","authorIdStr":"3516613750658094"},"content":"我们走着看","text":"我们走着看","html":"我们走着看"}],"imageCount":0,"langContent":"CN","totalScore":0},{"id":598809814184936,"gmtCreate":1787219631685,"gmtModify":1787219633796,"author":{"id":"3516613750658094","authorId":"3516613750658094","name":"DeepValueMaking","avatar":"https://static.tigerbbs.com/0a41dde8572c0ebfaa895f829b9231e5","crmLevel":4,"crmLevelSwitch":1,"followedFlag":false,"idStr":"3516613750658094","authorIdStr":"3516613750658094"},"themes":[],"title":"","htmlText":"‌<a href=\"https://laohu8.com/S/688836\">$宇树科技-W(688836)$ &nbsp;</a>‌王兴兴不笑是有道理的","listText":"‌<a href=\"https://laohu8.com/S/688836\">$宇树科技-W(688836)$ &nbsp;</a>‌王兴兴不笑是有道理的","text":"‌$宇树科技-W(688836)$ ‌王兴兴不笑是有道理的","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":2,"commentSize":2,"repostSize":0,"link":"https://laohu8.com/post/598809814184936","isVote":1,"tweetType":1,"viewCount":2844,"authorTweetTopStatus":1,"verified":2,"comments":[{"author":{"id":"3566290818801808","authorId":"3566290818801808","name":"亿千","avatar":"https://static.tigerbbs.com/b8074aa8994a90800980e41658344389","crmLevel":1,"crmLevelSwitch":0,"idStr":"3566290818801808","authorIdStr":"3566290818801808"},"content":"他有啥不笑的，空手套了大堆白狼. 崩老头崩得不开心？","text":"他有啥不笑的，空手套了大堆白狼. 崩老头崩得不开心？","html":"他有啥不笑的，空手套了大堆白狼. 崩老头崩得不开心？"},{"author":{"id":"3500646460202211","authorId":"3500646460202211","name":"七风哥哥","avatar":"https://static.tigerbbs.com/995231888a039cddd9f2f0ecf7b865b0","crmLevel":7,"crmLevelSwitch":1,"idStr":"3500646460202211","authorIdStr":"3500646460202211"},"content":"很快就是ST宇树[笑哭]","text":"很快就是ST宇树[笑哭]","html":"很快就是ST宇树[笑哭]"}],"imageCount":0,"langContent":"CN","totalScore":0},{"id":940988239,"gmtCreate":1593647378421,"gmtModify":1704202681950,"author":{"id":"3516613750658094","authorId":"3516613750658094","name":"DeepValueMaking","avatar":"https://static.tigerbbs.com/0a41dde8572c0ebfaa895f829b9231e5","crmLevel":4,"crmLevelSwitch":1,"followedFlag":false,"idStr":"3516613750658094","authorIdStr":"3516613750658094"},"themes":[],"title":"","htmlText":"<a href=\"https://laohu8.com/S/NIO\">$蔚来(NIO)$</a>到了7.99就上不去了。看着着急，我都想给它补上1分[无语]","listText":"<a href=\"https://laohu8.com/S/NIO\">$蔚来(NIO)$</a>到了7.99就上不去了。看着着急，我都想给它补上1分[无语]","text":"$蔚来(NIO)$到了7.99就上不去了。看着着急，我都想给它补上1分[无语]","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":10,"commentSize":3,"repostSize":0,"link":"https://laohu8.com/post/940988239","isVote":1,"tweetType":1,"viewCount":4975,"authorTweetTopStatus":1,"verified":2,"comments":[{"author":{"id":"3536147701744283","authorId":"3536147701744283","name":"狮子的未来","avatar":"https://static.tigerbbs.com/17145f50cce77a36e940e7728ac4cae6","crmLevel":1,"crmLevelSwitch":0,"idStr":"3536147701744283","authorIdStr":"3536147701744283"},"content":"我觉得你用100万美金肯定能补上","text":"我觉得你用100万美金肯定能补上","html":"我觉得你用100万美金肯定能补上"}],"imageCount":0,"langContent":"CN","totalScore":0},{"id":964617603,"gmtCreate":1584366103602,"gmtModify":1704353745643,"author":{"id":"3516613750658094","authorId":"3516613750658094","name":"DeepValueMaking","avatar":"https://static.tigerbbs.com/0a41dde8572c0ebfaa895f829b9231e5","crmLevel":4,"crmLevelSwitch":1,"followedFlag":false,"idStr":"3516613750658094","authorIdStr":"3516613750658094"},"themes":[],"title":"","htmlText":"<a href=\"https://laohu8.com/S/TSLA\">$特斯拉(TSLA)$</a>原来以为再也买不到500以下的特斯拉了。","listText":"<a href=\"https://laohu8.com/S/TSLA\">$特斯拉(TSLA)$</a>原来以为再也买不到500以下的特斯拉了。","text":"$特斯拉(TSLA)$原来以为再也买不到500以下的特斯拉了。","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":4,"commentSize":6,"repostSize":0,"link":"https://laohu8.com/post/964617603","isVote":1,"tweetType":1,"viewCount":7804,"authorTweetTopStatus":1,"verified":2,"comments":[{"author":{"id":"3502235810145705","authorId":"3502235810145705","name":"honinbou","avatar":"https://static.tigerbbs.com/8cb1b614f82d654f3db6270582de2b3d","crmLevel":2,"crmLevelSwitch":0,"idStr":"3502235810145705","authorIdStr":"3502235810145705"},"content":"现在敢买不？","text":"现在敢买不？","html":"现在敢买不？"}],"imageCount":0,"langContent":"CN","totalScore":0},{"id":129698826,"gmtCreate":1624370332465,"gmtModify":1624370332465,"author":{"id":"3516613750658094","authorId":"3516613750658094","name":"DeepValueMaking","avatar":"https://static.tigerbbs.com/0a41dde8572c0ebfaa895f829b9231e5","crmLevel":4,"crmLevelSwitch":1,"followedFlag":false,"idStr":"3516613750658094","authorIdStr":"3516613750658094"},"themes":[],"title":"","htmlText":"<a href=\"https://laohu8.com/S/YMM\">$满帮(YMM)$</a>每次打美股就给几股，不值当卖，结果就成了收藏品了。","listText":"<a href=\"https://laohu8.com/S/YMM\">$满帮(YMM)$</a>每次打美股就给几股，不值当卖，结果就成了收藏品了。","text":"$满帮(YMM)$每次打美股就给几股，不值当卖，结果就成了收藏品了。","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":3,"commentSize":4,"repostSize":1,"link":"https://laohu8.com/post/129698826","isVote":1,"tweetType":1,"viewCount":6600,"authorTweetTopStatus":1,"verified":2,"comments":[{"author":{"id":"3471039804232802","authorId":"3471039804232802","name":"米格21","avatar":"https://static.laohu8.com/default-avatar.jpg","crmLevel":4,"crmLevelSwitch":0,"idStr":"3471039804232802","authorIdStr":"3471039804232802"},"content":"不是的 老虎希望你卖 因为有手续费可以拿 这就是老虎为什么尽量多分人 美其名曰让大家都吃到肉","text":"不是的 老虎希望你卖 因为有手续费可以拿 这就是老虎为什么尽量多分人 美其名曰让大家都吃到肉","html":"不是的 老虎希望你卖 因为有手续费可以拿 这就是老虎为什么尽量多分人 美其名曰让大家都吃到肉"}],"imageCount":0,"langContent":"CN","totalScore":0},{"id":924070152,"gmtCreate":1588171291976,"gmtModify":1704366778472,"author":{"id":"3516613750658094","authorId":"3516613750658094","name":"DeepValueMaking","avatar":"https://static.tigerbbs.com/0a41dde8572c0ebfaa895f829b9231e5","crmLevel":4,"crmLevelSwitch":1,"followedFlag":false,"idStr":"3516613750658094","authorIdStr":"3516613750658094"},"themes":[],"title":"","htmlText":"<a href=\"https://laohu8.com/S/NIO\">$蔚来(NIO)$</a>如果再次升到5块，你们抛吗？","listText":"<a href=\"https://laohu8.com/S/NIO\">$蔚来(NIO)$</a>如果再次升到5块，你们抛吗？","text":"$蔚来(NIO)$如果再次升到5块，你们抛吗？","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":5,"commentSize":5,"repostSize":0,"link":"https://laohu8.com/post/924070152","isVote":1,"tweetType":1,"viewCount":5492,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"CN","totalScore":0},{"id":598689598951536,"gmtCreate":1787190254290,"gmtModify":1787190256218,"author":{"id":"3516613750658094","authorId":"3516613750658094","name":"DeepValueMaking","avatar":"https://static.tigerbbs.com/0a41dde8572c0ebfaa895f829b9231e5","crmLevel":4,"crmLevelSwitch":1,"followedFlag":false,"idStr":"3516613750658094","authorIdStr":"3516613750658094"},"themes":[],"title":"","htmlText":"‌<a href=\"https://laohu8.com/S/688836\">$宇树科技-W(688836)$ &nbsp;</a>‌今天散户开始抛了，量太大，机构也接不住。","listText":"‌<a href=\"https://laohu8.com/S/688836\">$宇树科技-W(688836)$ &nbsp;</a>‌今天散户开始抛了，量太大，机构也接不住。","text":"‌$宇树科技-W(688836)$ ‌今天散户开始抛了，量太大，机构也接不住。","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":4,"commentSize":3,"repostSize":1,"link":"https://laohu8.com/post/598689598951536","isVote":1,"tweetType":1,"viewCount":4111,"authorTweetTopStatus":1,"verified":2,"comments":[{"author":{"id":"3566290818801808","authorId":"3566290818801808","name":"亿千","avatar":"https://static.tigerbbs.com/b8074aa8994a90800980e41658344389","crmLevel":1,"crmLevelSwitch":0,"idStr":"3566290818801808","authorIdStr":"3566290818801808"},"content":"想多了。这个票散户昨天就走了. 今天抛的可不是散户","text":"想多了。这个票散户昨天就走了. 今天抛的可不是散户","html":"想多了。这个票散户昨天就走了. 今天抛的可不是散户"},{"author":{"id":"3516613750658094","authorId":"3516613750658094","name":"DeepValueMaking","avatar":"https://static.tigerbbs.com/0a41dde8572c0ebfaa895f829b9231e5","crmLevel":4,"crmLevelSwitch":1,"idStr":"3516613750658094","authorIdStr":"3516613750658094"},"content":"中单也净卖出22亿了。","text":"中单也净卖出22亿了。","html":"中单也净卖出22亿了。"}],"imageCount":0,"langContent":"CN","totalScore":0},{"id":566884764059432,"gmtCreate":1779433991483,"gmtModify":1779433993489,"author":{"id":"3516613750658094","authorId":"3516613750658094","name":"DeepValueMaking","avatar":"https://static.tigerbbs.com/0a41dde8572c0ebfaa895f829b9231e5","crmLevel":4,"crmLevelSwitch":1,"followedFlag":false,"idStr":"3516613750658094","authorIdStr":"3516613750658094"},"themes":[],"title":"","htmlText":"‌<a href=\"https://laohu8.com/S/00100\">$MINIMAX-WP(00100)$ &nbsp;</a>‌800 附近是 5 月中旬套牢区，大量筹码等着解套，一到就砸。","listText":"‌<a href=\"https://laohu8.com/S/00100\">$MINIMAX-WP(00100)$ &nbsp;</a>‌800 附近是 5 月中旬套牢区，大量筹码等着解套，一到就砸。","text":"‌$MINIMAX-WP(00100)$ ‌800 附近是 5 月中旬套牢区，大量筹码等着解套，一到就砸。","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":1,"commentSize":3,"repostSize":0,"link":"https://laohu8.com/post/566884764059432","isVote":1,"tweetType":1,"viewCount":1859,"authorTweetTopStatus":1,"verified":2,"comments":[{"author":{"id":"3552557288000440","authorId":"3552557288000440","name":"bestpredict","avatar":"https://static.tigerbbs.com/7bc7a2340d3cf8ba40f462b4281f6259","crmLevel":8,"crmLevelSwitch":1,"idStr":"3552557288000440","authorIdStr":"3552557288000440"},"content":"你肯定做空了吧 t[龇牙]","text":"你肯定做空了吧 t[龇牙]","html":"你肯定做空了吧 t[龇牙]"},{"author":{"id":"3516613750658094","authorId":"3516613750658094","name":"DeepValueMaking","avatar":"https://static.tigerbbs.com/0a41dde8572c0ebfaa895f829b9231e5","crmLevel":4,"crmLevelSwitch":1,"idStr":"3516613750658094","authorIdStr":"3516613750658094"},"content":"不是，只是学会分析了。","text":"不是，只是学会分析了。","html":"不是，只是学会分析了。"}],"imageCount":0,"langContent":"CN","totalScore":0}],"lives":[]}