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火火兔爸
12-05 06:41
$特斯拉(TSLA)$
收盘前巨量成交,什么情况?养老金等长线机构吃筹还是杠杆空单被强迫平
火火兔爸
12-05 00:57
$特斯拉(TSLA)$
特斯拉
火火兔爸
12-04 14:44
$特斯拉(TSLA)$
一季度至少没问题,lv4自动驾驶和量产机器人都是一季度发布。
火火兔爸
12-03 23:41
$特斯拉(TSLA)$
作为技术远超其他人形机器人的龙头,全球主权基金机构都得增配特斯拉持仓,没有机构愿意错失人形机器人的未来。
火火兔爸
12-03 22:45
$特斯拉(TSLA)$
$礼来(LLY)$
$Palantir Technologies Inc.(PLTR)$
$英伟达(NVDA)$
老特即将发布支持机器人企业的政策加上一季度特斯拉发布新款人形机器人,有极大可能是量产型,持续看好一季度以前的特斯拉。
火火兔爸
12-03 22:42
$特斯拉(TSLA)$
运气不错又选对股了,躲过大跌[开心]
火火兔爸
12-03 22:27
$特斯拉(TSLA)$
市场受微软影响,吓得不轻[开心]
火火兔爸
12-03 22:08
$特斯拉(TSLA)$
据Politico,在发布加速人工智能发展计划五个月后,特朗普政府开始将目光转向机器人。 据三位知情人士透露,商务部长卢特尼克一直在与机器人行业的首席执行官们会面,并“全力以赴”地加速该行业的发展。其中两位人士还表示,特朗普政府正在考虑明年发布一项关于机器人技术的行政令。 一位知情人士透露,交通部也正准备宣布成立一个机器人工作组,可能在年底前公布
火火兔爸
12-03 22:06
$特斯拉(TSLA)$
全市估值能往上高速提升的唯一
火火兔爸
12-03 21:39
$特斯拉(TSLA)$
盘前成交量已经超过英伟达了,全市第一
火火兔爸
12-02
$特斯拉(TSLA)$
不支持上次2021,大空头不到250做空,后来直接涨到2000
火火兔爸
12-02
真鸡能吹牛,一年完全自主?神仙也做不到
估值530亿!被黄仁勋“放走”的副总裁,正亲手打造中国版“英伟达”
火火兔爸
12-02
他第一次做空的时候是送股前的两百五十美元不到,后来一路涨到两千多美元。还好他割肉了不然亏出地球了
Burry据报道已做空特斯拉 “荒谬”的估值和马斯克的薪酬计划乃原因所在
火火兔爸
12-02
他第一次做空的时候是送股前的两百五十美元不到,后来一路涨到两千多美元。还好他割肉了不然亏出地球了
《大空头》迈克尔·伯里重启对特斯拉的做空押注,称该股“估值过高”
火火兔爸
12-02
上次你做空特斯拉亏的一塌糊涂
《大空头》迈克尔·伯里重启对特斯拉的做空押注,称该股“估值过高”
火火兔爸
12-02
$礼来(LLY)$
价格战导致双方利润受损,待一方投降
火火兔爸
11-29
只许中国企业拆特斯拉不许特斯拉反向学习?
特斯拉前高管爆料:特斯拉曾拆解多款中国电动汽车,并在部分车型上借鉴了相关做法
火火兔爸
11-29
$特斯拉(TSLA)$
$礼来(LLY)$
$Palantir Technologies Inc.(PLTR)$
全部仓位已转移至特斯拉
火火兔爸
11-24
$礼来(LLY)$
礼来治疗阿尔茨海默病的核心药品是记能达®(多奈单抗注射液)。 这是一款靶向N3pG修饰化β淀粉样蛋白斑块的抗体药物,2024年12月获中国药监局批准上市,适用于早期症状性阿尔茨海默病成人患者,涵盖轻度认知障碍及轻度痴呆阶段患者(需确认存在淀粉样蛋白病理)。它也是首个有证据支持清除淀粉样蛋白斑块后可停药的相关疗法,每四周静脉输注一次[__LINK_ICON]。2025年11月其剂量方案完成更新,优化后大幅降低了淀粉样蛋白相关性影像异常(ARIA-E)的发生率,且不影响淀粉样蛋白斑块清除效果。 临床研究显示,该药物能显著减缓早期患者认知与功能下降速度,还能降低疾病进展到下一阶段的风险。
火火兔爸
11-24
$礼来(LLY)$
诺和诺德 盘前直线下挫,截至发稿大跌超12%。诺和诺德公布的Evoke III期临床试验并未显示出在统计学上显著减缓阿尔茨海默病进展的作用。这不是利好礼来的相应药品。
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一季度至少没问题,lv4自动驾驶和量产机器人都是一季度发布。","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":0,"commentSize":1,"repostSize":0,"link":"https://laohu8.com/post/507084635411544","isVote":1,"tweetType":1,"viewCount":642,"authorTweetTopStatus":1,"verified":2,"comments":[{"author":{"id":"3575453506994802","authorId":"3575453506994802","name":"老鹰飞翔","avatar":"https://static.tigerbbs.com/3033df8d5693e4a9045f973d88b65f87","crmLevel":1,"crmLevelSwitch":0,"authorIdStr":"3575453506994802","idStr":"3575453506994802"},"content":"大哥在哪个股上都是赢家[强]牛","text":"大哥在哪个股上都是赢家[强]牛","html":"大哥在哪个股上都是赢家[强]牛"}],"imageCount":0,"langContent":"CN","totalScore":0},{"id":507085964378328,"gmtCreate":1764776511979,"gmtModify":1764776514088,"author":{"id":"3546249304196282","authorId":"3546249304196282","name":"火火兔爸","avatar":"https://static.tigerbbs.com/1914631c23e50a7645217a36cc9d9598","crmLevel":9,"crmLevelSwitch":1,"followedFlag":false,"authorIdStr":"3546249304196282","idStr":"3546249304196282"},"themes":[],"title":"","htmlText":"<a 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href=\"https://laohu8.com/S/TSLA\">$特斯拉(TSLA)$ </a><a href=\"https://laohu8.com/S/LLY\">$礼来(LLY)$ </a> <a href=\"https://laohu8.com/S/PLTR\">$Palantir Technologies Inc.(PLTR)$ </a> <a href=\"https://laohu8.com/S/NVDA\">$英伟达(NVDA)$ </a> 老特即将发布支持机器人企业的政策加上一季度特斯拉发布新款人形机器人,有极大可能是量产型,持续看好一季度以前的特斯拉。","listText":"<a href=\"https://laohu8.com/S/TSLA\">$特斯拉(TSLA)$ </a><a href=\"https://laohu8.com/S/LLY\">$礼来(LLY)$ </a> <a href=\"https://laohu8.com/S/PLTR\">$Palantir Technologies Inc.(PLTR)$ </a> <a href=\"https://laohu8.com/S/NVDA\">$英伟达(NVDA)$ </a> 老特即将发布支持机器人企业的政策加上一季度特斯拉发布新款人形机器人,有极大可能是量产型,持续看好一季度以前的特斯拉。","text":"$特斯拉(TSLA)$ $礼来(LLY)$ $Palantir Technologies Inc.(PLTR)$ $英伟达(NVDA)$ 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08:01","market":"us","language":"zh","title":"估值530亿!被黄仁勋“放走”的副总裁,正亲手打造中国版“英伟达”","url":"https://stock-news.laohu8.com/highlight/detail?id=2588702921","media":"财叔说","summary":"一家成立仅三年的公司,在B轮融资后估值已高达惊人的530亿人民币。530亿,买的不是一个虚幻的未来,而是中国GPU领域最稀缺的“硬实力”。投资人敢于给出530亿的估值,很大程度上是投“人”。530亿的估值里,包含了对这种“中国速度”的溢价。这530亿,买的是中国GPU通往“完全自主”的一张门票。530亿不是终点,而是冲锋的号角。这场关于“中国英伟达”的战役,才刚刚打响。","content":"<html><body><article><p>文|七七</p><p>在资本寒冬笼罩的当下,什么样的独角兽能逆势狂飙?</p><p>一家成立仅三年的公司,在B轮融资后估值已高达惊人的530亿人民币。</p><p>这个数字一出,质疑声随之而来。有人说是资本泡沫,有人说是PPT造车般的炒作。毕竟,在中国芯片行业,我们见过了太多的“流星”。</p><p>但如果你把目光聚焦在这家公司背后的掌舵人身上,或许会得出截然不同的结论。这家公司叫<a href=\"https://laohu8.com/S/688795\">摩尔线程</a>,而站在它背后的男人,叫张建中。</p><p>作为前英伟达全球副总裁、中国区总经理,他是黄仁勋曾经最倚重的左膀右臂。如今,他站在了老东家的对面,试图在被英伟达垄断的铁幕上,撕开一道口子。</p><p>530亿,买的不是一个虚幻的未来,而是中国GPU领域最稀缺的“硬实力”。</p><img src=\"https://fid-75186.picgzc.qpic.cn/20251202085609789v152gptlmor8it8\"/><img src=\"https://fid-75186.picgzc.qpic.cn/20251202085617373v152ki12zuv38st\"/><p>掌舵人的降维打击:从“英伟达二号”到“中国一号”</p><p>在中国科技圈,创业者多如牛毛,但真正见过“顶层风景”的人凤毛麟角。</p><p>张建中属于后者。</p><p>在创立摩尔线程之前,他在英伟达(<a href=\"https://laohu8.com/S/NVDA\">Nvidia</a>)深耕了15年。这15年,恰恰是英伟达从一家显卡公司进化为全球AI算力霸主的黄金时代。作为中国区的一把手,张建中不仅是销售业绩的操盘手,更是英伟达在中国庞大CUDA生态的奠基人。</p><p>这意味着什么?这意味着他对GPU的理解,是一场彻头彻尾的“降维打击”。</p><img src=\"https://fid-75186.picgzc.qpic.cn/20251202085631115v152nihw7ummy25\"/><p>当大多数国内芯片创业者还在摸索技术路线、纠结于单点突破时,张建中早已洞悉了GPU商业<a href=\"https://laohu8.com/S/00776\">帝国</a>的全貌。他深知,做芯片不仅是堆砌晶体管,更是一场关于“软硬结合”的生态战。他太懂黄仁勋的打法了,也正因如此,他比任何人都更清楚英伟达的护城河在哪里,以及——哪里可能有缝隙。</p><p>他带走出走的,不仅仅是作为高管的管理经验,更是顶级的行业资源、全球化的视野以及对GPU未来十年发展路径的精准预判。</p><p>投资人敢于给出530亿的估值,很大程度上是投“人”。在国产替代的赛道上,张建中就是那个拿着地图、甚至亲自参与过地图绘制的向导。这种“知己知彼”的战略优势,是金钱难以买到的绝对壁垒。</p><img src=\"https://fid-75186.picgzc.qpic.cn/20251202085631627v152rvjrcnh7cuu\"/><img src=\"https://fid-75186.picgzc.qpic.cn/20251202085632461v152ox630je1h79\"/><p><strong>唯快不破的“摩尔定律”:与时间赛跑的狂徒</strong></p><p>芯片行业有一个著名的“摩尔定律”,而张建中的公司直接以“摩尔”命名,其野心昭然若揭。</p><p>在摩尔线程,速度就是生命。</p><p>回顾这家公司的发展历程,你会看到一种令竞争对手窒息的“推背感”。</p><p>成立100天,宣布构建完整研发团队;</p><p>成立不到一年,首颗全功能GPU芯片宣告研制成功;</p><p>紧接着,产品快速迭代,从设计到流片,再到量产、落地,摩尔线程几乎将传统芯片厂商3-5年的路,压缩到了1年跑完。</p><p>这种速度背后,是张建中提出的“元计算”战略。他没有选择在低端市场苟且,而是起手就打高端局,利用成熟的方法论,推动产品线快速覆盖。</p><p>为什么必须这么快?因为在算力战争中,时间窗口稍纵即逝。美国的禁令层层加码,国内市场对高性能GPU的渴望如同久旱盼甘霖。资本之所以愿意为高估值买单,看中的正是这种“即战力”。</p><p>530亿的估值里,包含了对这种“中国速度”的溢价。张建中用实际行动证明了,只要团队够强、路线够准,中国芯片也能跑出硅谷的速度。</p><img src=\"https://fid-75186.picgzc.qpic.cn/20251202085632885v152jxgzgji78wt\"/><img src=\"https://fid-75186.picgzc.qpic.cn/20251202085633388v152pcev9jlrzfy\"/><p><strong>全功能GPU的稀缺性:啃下最硬的骨头</strong></p><p>如果说速度是外功,那么技术路线的选择则是内力。而这,才是支撑530亿估值的最核心逻辑。</p><p>在目前的国产GPU赛道上,不乏优秀的玩家。但大家往往选择“避重就轻”:有的专攻AI计算(类似NPU),有的专攻图形渲染(普通显卡)。这样做的好处是研发难度低,容易出成果。</p><p>但张建中选了一条最难的路——全功能GPU。</p><p>什么是全功能?就是像英伟达的显卡一样,既能玩3A大游戏(图形渲染),又能跑ChatGPT(AI计算),还能处理高清视频(编解码)。</p><p>这是一块极其难啃的“硬骨头”。它要求芯片架构必须足够复杂、足够通用,且必须兼容现有的软件生态。但这也是唯一能真正替代英伟达的路径。因为在真实的商业场景中,数据中心和个人电脑需要的是“全能选手”,而不是偏科生。</p><p>“全功能”意味着“唯一性”和“稀缺性”。</p><p>在国内,能把这三项能力集成在一颗芯片上,并实现量产的公司,摩尔线程是走得最远、最接近英伟达产品形态的一家。这种稀缺性,决定了它在资本市场上的定价权。这530亿,买的是中国GPU通往“完全自主”的一张门票。</p><img src=\"https://fid-75186.picgzc.qpic.cn/20251202085633809v152y87gdtmmaqr\"/><p><strong>结语:530亿,只是一个起点</strong></p><p>在这个算力即<a href=\"https://laohu8.com/S/688103\">国力</a>的时代,530亿估值高吗?</p><p>如果你将其放在传统的制造业视角,这或许是个天文数字;但如果你将其对标万亿美金市值的英伟达,这不过是一个零头。</p><p>张建中和他的摩尔线程,正处于一场“生死时速”的中心。黄仁勋当初“放走”了这位中国区高管,或许未曾料到,几年后他会成为大洋彼岸最强硬的挑战者。</p><p>530亿不是终点,而是冲锋的号角。</p><p>它代表了资本市场和国家意志的共同选择:我们需要自己的计算底座,我们需要有人去啃那些最难啃的骨头。</p><p>张建中的转身,不仅是个人的创业史,更是中国科技产业试图突围的缩影。这场关于“中国英伟达”的战役,才刚刚打响。</p></article></body></html>","source":"tencent","collect":0,"html":"<!DOCTYPE html>\n<html>\n<head>\n<meta http-equiv=\"Content-Type\" content=\"text/html; charset=utf-8\" />\n<meta name=\"viewport\" content=\"width=device-width,initial-scale=1.0,minimum-scale=1.0,maximum-scale=1.0,user-scalable=no\"/>\n<meta name=\"format-detection\" content=\"telephone=no,email=no,address=no\" />\n<title>估值530亿!被黄仁勋“放走”的副总裁,正亲手打造中国版“英伟达”</title>\n<style 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margin: 0;line-height: 11px;}\n.small {font-size: 12.5px; display: inline-block; transform: scale(0.9); -webkit-transform: scale(0.9); transform-origin: left; -webkit-transform-origin: left;}\n.smaller {font-size: 12.5px; display: inline-block; transform: scale(0.8); -webkit-transform: scale(0.8); transform-origin: left; -webkit-transform-origin: left;}\n.bt-text {font-size: 12px;margin: 1.5em 0 0 0}\n.bt-text p {margin: 0}\n</style>\n</head>\n<body>\n<div class=\"wrapper\">\n<header>\n<h2 class=\"title\">\n估值530亿!被黄仁勋“放走”的副总裁,正亲手打造中国版“英伟达”\n</h2>\n\n<h4 class=\"meta\">\n\n\n2025-12-02 08:01 北京时间 <a href=http://gu.qq.com/resources/shy/news/detail-v2/index.html#/?id=nesSN20251202085641a71dde4c&s=b><strong>财叔说</strong></a>\n\n\n</h4>\n\n</header>\n<article>\n<div>\n<p>文|七七在资本寒冬笼罩的当下,什么样的独角兽能逆势狂飙?一家成立仅三年的公司,在B轮融资后估值已高达惊人的530亿人民币。这个数字一出,质疑声随之而来。有人说是资本泡沫,有人说是PPT造车般的炒作。毕竟,在中国芯片行业,我们见过了太多的“流星”。但如果你把目光聚焦在这家公司背后的掌舵人身上,或许会得出截然不同的结论。这家公司叫摩尔线程,而站在它背后的男人,叫张建中。作为前英伟达全球副总裁、中国区...</p>\n\n<a href=\"http://gu.qq.com/resources/shy/news/detail-v2/index.html#/?id=nesSN20251202085641a71dde4c&s=b\">Web Link</a>\n\n</div>\n\n\n</article>\n</div>\n</body>\n</html>\n","type":0,"thumbnail":"","relate_stocks":{"BK4612":"AI芯片","LU0347712357.USD":"BNP PARIBAS GLOBAL ENVIRONMENT \"C\" (USD) ACC","NVDU":"2倍做多NVDA ETF-Direxion","LU1721428933.USD":"法巴全球经典环境基金RH MD Dis","LU1366192091.USD":"ALLIANZ US EQUITY PLUS \"AM\" (USD) INC","IE00BHPRN162.USD":"BNY MELLON BLOCKCHAIN INNOVATION \"B\" (USD) ACC","BK4579":"人工智能","NVIW.SI":"NVDA 3xLongSG261006","LU2461242641.AUD":"WELLINGTON US QUALITY GROWTH \"A\" (AUDHDG) ACC","LU2168564495.EUR":"AZ ALLOCATION - TREND \"AI\" (EUR) ACC","LU0069063385.USD":"SUSTAINABLE GLOBAL THEMATIC PORTFOLIO \"A\" (USD) ACC","LU0823421333.USD":"BNP PARIBAS DISRUPTIVE TECHNOLOGY \"C\" (USD) ACC","LU2471134879.HKD":"INVESCO GLOBAL EQUITY INCOME ADVANTAGE \"A\" (HKD) INC","IE00BK4W5M84.HKD":"HSBC GLOBAL FUNDS ICAV US EQUITY INDEX \"HC\" (HKD) ACC","NVD":"2倍做空NVDA 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ACC"},"source_url":"http://gu.qq.com/resources/shy/news/detail-v2/index.html#/?id=nesSN20251202085641a71dde4c&s=b","is_english":false,"share_image_url":"https://static.laohu8.com/9a95c1376e76363c1401fee7d3717173","article_id":"2588702921","content_text":"文|七七在资本寒冬笼罩的当下,什么样的独角兽能逆势狂飙?一家成立仅三年的公司,在B轮融资后估值已高达惊人的530亿人民币。这个数字一出,质疑声随之而来。有人说是资本泡沫,有人说是PPT造车般的炒作。毕竟,在中国芯片行业,我们见过了太多的“流星”。但如果你把目光聚焦在这家公司背后的掌舵人身上,或许会得出截然不同的结论。这家公司叫摩尔线程,而站在它背后的男人,叫张建中。作为前英伟达全球副总裁、中国区总经理,他是黄仁勋曾经最倚重的左膀右臂。如今,他站在了老东家的对面,试图在被英伟达垄断的铁幕上,撕开一道口子。530亿,买的不是一个虚幻的未来,而是中国GPU领域最稀缺的“硬实力”。掌舵人的降维打击:从“英伟达二号”到“中国一号”在中国科技圈,创业者多如牛毛,但真正见过“顶层风景”的人凤毛麟角。张建中属于后者。在创立摩尔线程之前,他在英伟达(Nvidia)深耕了15年。这15年,恰恰是英伟达从一家显卡公司进化为全球AI算力霸主的黄金时代。作为中国区的一把手,张建中不仅是销售业绩的操盘手,更是英伟达在中国庞大CUDA生态的奠基人。这意味着什么?这意味着他对GPU的理解,是一场彻头彻尾的“降维打击”。当大多数国内芯片创业者还在摸索技术路线、纠结于单点突破时,张建中早已洞悉了GPU商业帝国的全貌。他深知,做芯片不仅是堆砌晶体管,更是一场关于“软硬结合”的生态战。他太懂黄仁勋的打法了,也正因如此,他比任何人都更清楚英伟达的护城河在哪里,以及——哪里可能有缝隙。他带走出走的,不仅仅是作为高管的管理经验,更是顶级的行业资源、全球化的视野以及对GPU未来十年发展路径的精准预判。投资人敢于给出530亿的估值,很大程度上是投“人”。在国产替代的赛道上,张建中就是那个拿着地图、甚至亲自参与过地图绘制的向导。这种“知己知彼”的战略优势,是金钱难以买到的绝对壁垒。唯快不破的“摩尔定律”:与时间赛跑的狂徒芯片行业有一个著名的“摩尔定律”,而张建中的公司直接以“摩尔”命名,其野心昭然若揭。在摩尔线程,速度就是生命。回顾这家公司的发展历程,你会看到一种令竞争对手窒息的“推背感”。成立100天,宣布构建完整研发团队;成立不到一年,首颗全功能GPU芯片宣告研制成功;紧接着,产品快速迭代,从设计到流片,再到量产、落地,摩尔线程几乎将传统芯片厂商3-5年的路,压缩到了1年跑完。这种速度背后,是张建中提出的“元计算”战略。他没有选择在低端市场苟且,而是起手就打高端局,利用成熟的方法论,推动产品线快速覆盖。为什么必须这么快?因为在算力战争中,时间窗口稍纵即逝。美国的禁令层层加码,国内市场对高性能GPU的渴望如同久旱盼甘霖。资本之所以愿意为高估值买单,看中的正是这种“即战力”。530亿的估值里,包含了对这种“中国速度”的溢价。张建中用实际行动证明了,只要团队够强、路线够准,中国芯片也能跑出硅谷的速度。全功能GPU的稀缺性:啃下最硬的骨头如果说速度是外功,那么技术路线的选择则是内力。而这,才是支撑530亿估值的最核心逻辑。在目前的国产GPU赛道上,不乏优秀的玩家。但大家往往选择“避重就轻”:有的专攻AI计算(类似NPU),有的专攻图形渲染(普通显卡)。这样做的好处是研发难度低,容易出成果。但张建中选了一条最难的路——全功能GPU。什么是全功能?就是像英伟达的显卡一样,既能玩3A大游戏(图形渲染),又能跑ChatGPT(AI计算),还能处理高清视频(编解码)。这是一块极其难啃的“硬骨头”。它要求芯片架构必须足够复杂、足够通用,且必须兼容现有的软件生态。但这也是唯一能真正替代英伟达的路径。因为在真实的商业场景中,数据中心和个人电脑需要的是“全能选手”,而不是偏科生。“全功能”意味着“唯一性”和“稀缺性”。在国内,能把这三项能力集成在一颗芯片上,并实现量产的公司,摩尔线程是走得最远、最接近英伟达产品形态的一家。这种稀缺性,决定了它在资本市场上的定价权。这530亿,买的是中国GPU通往“完全自主”的一张门票。结语:530亿,只是一个起点在这个算力即国力的时代,530亿估值高吗?如果你将其放在传统的制造业视角,这或许是个天文数字;但如果你将其对标万亿美金市值的英伟达,这不过是一个零头。张建中和他的摩尔线程,正处于一场“生死时速”的中心。黄仁勋当初“放走”了这位中国区高管,或许未曾料到,几年后他会成为大洋彼岸最强硬的挑战者。530亿不是终点,而是冲锋的号角。它代表了资本市场和国家意志的共同选择:我们需要自己的计算底座,我们需要有人去啃那些最难啃的骨头。张建中的转身,不仅是个人的创业史,更是中国科技产业试图突围的缩影。这场关于“中国英伟达”的战役,才刚刚打响。","news_type":1,"symbols_score_info":{"NVD2.UK":0.6,"3NVD.UK":0.6,"NVD":0.6,"NVDA":0.9,"NVDY":0.6,"NVDD":0.6,"NVDU":0.6,"NVDS":0.6,"NVD3.UK":0.6,"NVIW.SI":0.6,"SNVD.UK":0.6,"NVDS.UK":0.6,"2NVD.UK":0.6}},"isVote":1,"tweetType":1,"viewCount":173,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"CN","totalScore":0},{"id":506608558530608,"gmtCreate":1764659285928,"gmtModify":1764659288213,"author":{"id":"3546249304196282","authorId":"3546249304196282","name":"火火兔爸","avatar":"https://static.tigerbbs.com/1914631c23e50a7645217a36cc9d9598","crmLevel":9,"crmLevelSwitch":1,"followedFlag":false,"authorIdStr":"3546249304196282","idStr":"3546249304196282"},"themes":[],"title":"","htmlText":"他第一次做空的时候是送股前的两百五十美元不到,后来一路涨到两千多美元。还好他割肉了不然亏出地球了","listText":"他第一次做空的时候是送股前的两百五十美元不到,后来一路涨到两千多美元。还好他割肉了不然亏出地球了","text":"他第一次做空的时候是送股前的两百五十美元不到,后来一路涨到两千多美元。还好他割肉了不然亏出地球了","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":1,"commentSize":0,"repostSize":0,"link":"https://laohu8.com/post/506608558530608","repostId":"2588848850","repostType":2,"repost":{"id":"2588848850","kind":"news","pubTimestamp":1764655171,"share":"https://www.laohu8.com/m/news/2588848850?lang=&edition=full","pubTime":"2025-12-02 13:59","market":"us","language":"zh","title":"Burry据报道已做空特斯拉 “荒谬”的估值和马斯克的薪酬计划乃原因所在","url":"https://stock-news.laohu8.com/highlight/detail?id=2588848850","media":"蓝鲸财经","summary":"蓝鲸新闻12月2日电,Michael Burry已做空特斯拉股票,称其“估值高得荒谬”,并警告称该公司创始人埃隆·马斯克提出的1万亿美元薪酬方案将加剧股权稀释问题。据Fortune援引Burry在Substack发布的文章报道,他估计,这家电动汽车制造商基于股票的薪酬方案在无回购来进行抵消的情况下,每年会稀释股东权益约3.6%。这延续了Burry对高估值科技股的看跌立场,也呼应了他早前做空芯片龙头股英伟达的做法 —— 他对该股也提出过类似的股权稀释问题。Burry因《大空头》一书名扬四海。","content":"<html><body><article><p>蓝鲸新闻12月2日电,Michael Burry已做空<a href=\"https://laohu8.com/S/TSLA\">特斯拉</a>股票,称其“估值高得荒谬”,并警告称该公司创始人埃隆·马斯克提出的1万亿美元薪酬方案将加剧<span>股权稀释</span>问题。据Fortune援引Burry在Substack发布的文章报道,他估计,这家电动汽车制造商基于股票的薪酬方案在无<span>回购</span>来进行抵消的情况下,每年会稀释<span>股东权益</span>约3.6%。这延续了Burry对高估值科技股的看跌立场,也呼应了他早前做空芯片龙头股<a href=\"https://laohu8.com/S/NVDA\">英伟达</a>的做法 —— 他对该股也提出过类似的股权稀释问题。Burry因《大空头》一书名扬四海。</p></article></body></html>","source":"tencent","collect":0,"html":"<!DOCTYPE html>\n<html>\n<head>\n<meta http-equiv=\"Content-Type\" content=\"text/html; 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href=http://gu.qq.com/resources/shy/news/detail-v2/index.html#/?id=nesSN20251202140016a71e6f94&s=b><strong>蓝鲸财经</strong></a>\n\n\n</h4>\n\n</header>\n<article>\n<div>\n<p>蓝鲸新闻12月2日电,Michael Burry已做空特斯拉股票,称其“估值高得荒谬”,并警告称该公司创始人埃隆·马斯克提出的1万亿美元薪酬方案将加剧股权稀释问题。据Fortune援引Burry在Substack发布的文章报道,他估计,这家电动汽车制造商基于股票的薪酬方案在无回购来进行抵消的情况下,每年会稀释股东权益约3.6%。这延续了Burry对高估值科技股的看跌立场,也呼应了他早前做空芯片...</p>\n\n<a href=\"http://gu.qq.com/resources/shy/news/detail-v2/index.html#/?id=nesSN20251202140016a71e6f94&s=b\">Web Link</a>\n\n</div>\n\n\n</article>\n</div>\n</body>\n</html>\n","type":0,"thumbnail":"","relate_stocks":{"SG9999015978.USD":"利安颠覆性创新基金A","BK4543":"AI","UFO":"Procure Space ETF","LU0689472784.USD":"安联收益及增长基金Cl AM AT Acc","LU2326559502.SGD":"Natixis Loomis Sayles US Growth Equity P/A SGD-H","LU1852331112.SGD":"Blackrock World Technology Fund A2 SGD-H","LU2417539215.USD":"ALLIANZ GLOBAL INCOME \"AMF\" (USD) INC","IE00B1BXHZ80.USD":"Legg Mason ClearBridge - US Appreciation A Acc 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INCOME & GROWTH \"A\" (USD) INC","LU0466842654.USD":"HSBC ISLAMIC GLOBAL EQUITY INDEX \"A\" (USD) ACC","TSLA":"特斯拉","LU2462157665.USD":"ALLIANZ GLOBAL INCOME \"A\" (USD) INC","IE00B1XK9C88.USD":"PINEBRIDGE US LARGE CAP RESEARCH ENHANCED \"A\" (USD) ACC"},"source_url":"http://gu.qq.com/resources/shy/news/detail-v2/index.html#/?id=nesSN20251202140016a71e6f94&s=b","is_english":false,"share_image_url":"https://static.laohu8.com/9a95c1376e76363c1401fee7d3717173","article_id":"2588848850","content_text":"蓝鲸新闻12月2日电,Michael Burry已做空特斯拉股票,称其“估值高得荒谬”,并警告称该公司创始人埃隆·马斯克提出的1万亿美元薪酬方案将加剧股权稀释问题。据Fortune援引Burry在Substack发布的文章报道,他估计,这家电动汽车制造商基于股票的薪酬方案在无回购来进行抵消的情况下,每年会稀释股东权益约3.6%。这延续了Burry对高估值科技股的看跌立场,也呼应了他早前做空芯片龙头股英伟达的做法 —— 他对该股也提出过类似的股权稀释问题。Burry因《大空头》一书名扬四海。","news_type":1,"symbols_score_info":{"DXYZ":1.5,"TSLA":1.5,"TSYW.SI":0.6,"TSLL":1.5,"UFO":0.6}},"isVote":1,"tweetType":1,"viewCount":124,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"CN","totalScore":0},{"id":506588947095600,"gmtCreate":1764654497980,"gmtModify":1764654500429,"author":{"id":"3546249304196282","authorId":"3546249304196282","name":"火火兔爸","avatar":"https://static.tigerbbs.com/1914631c23e50a7645217a36cc9d9598","crmLevel":9,"crmLevelSwitch":1,"followedFlag":false,"authorIdStr":"3546249304196282","idStr":"3546249304196282"},"themes":[],"title":"","htmlText":"他第一次做空的时候是送股前的两百五十美元不到,后来一路涨到两千多美元。还好他割肉了不然亏出地球了","listText":"他第一次做空的时候是送股前的两百五十美元不到,后来一路涨到两千多美元。还好他割肉了不然亏出地球了","text":"他第一次做空的时候是送股前的两百五十美元不到,后来一路涨到两千多美元。还好他割肉了不然亏出地球了","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":0,"commentSize":0,"repostSize":0,"link":"https://laohu8.com/post/506588947095600","repostId":"1174321317","repostType":2,"repost":{"id":"1174321317","kind":"news","weMediaInfo":{"introduction":"为用户提供金融资讯、行情、数据,旨在帮助投资者理解世界,做投资决策。","home_visible":1,"media_name":"老虎资讯综合","id":"102","head_image":"https://static.tigerbbs.com/8274c5b9d4c2852bfb1c4d6ce16c68ba"},"pubTimestamp":1764634314,"share":"https://www.laohu8.com/m/news/1174321317?lang=&edition=full","pubTime":"2025-12-02 08:11","market":"us","language":"zh","title":"《大空头》迈克尔·伯里重启对特斯拉的做空押注,称该股“估值过高”","url":"https://stock-news.laohu8.com/highlight/detail?id=1174321317","media":"老虎资讯综合","summary":"上个月获得股东压倒性批准的2025年薪酬方案,可能使马斯克获得至少数千万股特斯拉股票,这将进一步稀释现有股东的持股比例。《大空头》的投资人伯里此前曾在2021年做空特斯拉,当时他的对冲基金做空了约5.3亿美元的特斯拉股票,并在几个月后平仓。目前尚不清楚他第一次做空特斯拉的具体结果,但根据Scion披露做空信息到伯里表示平仓期间特斯拉的股价走势来看,该公司很可能蒙受了损失。马斯克过去对特斯拉的做空者并不友好。","content":"<html><head></head><body><p>12月2日,据《财富》杂志报道,曾成功预测 2008 年房地产市场崩盘的《大空头》投资者表示,电动汽车制造商<a href=\"https://laohu8.com/S/TSLA\">特斯拉</a>的估值“高得离谱”,并警告称马斯克 1 万亿美元的薪酬计划只会让情况变得更糟。</p><p>上个月注销了其对冲基金 Scion Asset Management 的 Michael Burry 在新推出的 Substack 账户上透露,他押注做空埃隆·马斯克的特斯拉。 </p><p style=\"text-align: start;\">他在一篇帖子中写道:“特斯拉目前的市值被严重高估,而且这种情况已经持续了很长时间。”</p><p>伯里表示,特斯拉通过向员工发放股票期权作为薪酬,却不进行股票回购来抵消影响,导致其股东权益每年被稀释约3.6%。他还补充说,首席执行官马斯克的巨额薪酬会让情况更加糟糕。 </p><p style=\"text-align: start;\">上个月获得股东压倒性批准的2025年薪酬方案,可能使马斯克获得至少数千万股特斯拉股票,这将进一步稀释现有股东的持股比例。方案最高时,马斯克将获得数亿股股票,只要他达到严格的目标,其特斯拉持股比例将从目前的15%增至29%。</p><p style=\"text-align: start;\">据《财富》杂志的肖恩·塔利报道,如果马斯克能够实现解锁薪酬所需的两个比较容易实现的目标,那么他可能比支持他的股东们获益更多。</p><p style=\"text-align: start;\">周一,该公司股价约为 426 美元,在 Burry 的博客文章发表后下跌不到 1%,但由于年初股价大幅下跌后的反弹,今年迄今为止股价仍上涨超过 6%。 </p><p style=\"text-align: start;\">除了认为特斯拉估值过高之外,伯里还抨击了该公司的超级粉丝,称特斯拉的首要任务是一个不断变化的目标。</p><p style=\"text-align: start;\">这位传奇投资人说:“顺便一提,埃隆·马斯克的拥趸们曾经全力投入电动汽车,直到出现竞争对手;后来又全力投入自动驾驶,直到出现竞争对手;现在又全力投入<a href=\"https://laohu8.com/S/300024\">机器人</a>——直到出现竞争对手。”</p><p>特斯拉尚未回复《财富》杂志的置评请求。</p><p>伯里做空特斯拉之前,还做空了科技巨头<a href=\"https://laohu8.com/S/NVDA\">英伟达</a>和<a href=\"https://laohu8.com/S/PLTR\">Palantir</a>,他最近也透露了这一点。 </p><p style=\"text-align: start;\">《大空头》的投资人伯里此前曾在2021年做空特斯拉,当时他的对冲基金做空了约5.3亿美元的特斯拉股票,并在几个月后平仓。当时,伯里告诉CNBC,这“只是一笔交易”。目前尚不清楚他第一次做空特斯拉的具体结果,但根据Scion披露做空信息到伯里表示平仓期间特斯拉的股价走势来看,该公司很可能蒙受了损失。 </p><p style=\"text-align: start;\">不过,伯里的观点并非华尔街的共识。尽管他预测特斯拉前景黯淡,但仍有约四分之三的分析师对特斯拉给予“买入”或“持有”评级。上个月,特斯拉股东批准了马斯克的薪酬方案后,特斯拉的坚定支持者丹·艾夫斯及其韦德布什证券团队重申了他们对这位首席执行官及其公司愿景的支持。</p><p style=\"text-align: start;\">马斯克过去对特斯拉的做空者并不友好。大约在2022年,在发现比尔·盖茨做空特斯拉股票后,马斯克对这位<a href=\"https://laohu8.com/S/MSFT\">微软</a>联合创始人“非常刻薄”,盖茨后来在一次采访中透露了这一点。</p><p style=\"text-align: start;\">目前尚不清楚盖茨是否已经平仓,但马斯克并没有忘记。 </p><p>“如果盖茨还没有完全平仓他持有近 8 年的特斯拉疯狂空头头寸,他最好尽快平仓。”他上个月在X上发表的一篇文章中写道。</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>《大空头》迈克尔·伯里重启对特斯拉的做空押注,称该股“估值过高”</title>\n<style 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margin: 0;line-height: 11px;}\n.small {font-size: 12.5px; display: inline-block; transform: scale(0.9); -webkit-transform: scale(0.9); transform-origin: left; -webkit-transform-origin: left;}\n.smaller {font-size: 12.5px; display: inline-block; transform: scale(0.8); -webkit-transform: scale(0.8); transform-origin: left; -webkit-transform-origin: left;}\n.bt-text {font-size: 12px;margin: 1.5em 0 0 0}\n.bt-text p {margin: 0}\n</style>\n</head>\n<body>\n<div class=\"wrapper\">\n<header>\n<h2 class=\"title\">\n《大空头》迈克尔·伯里重启对特斯拉的做空押注,称该股“估值过高”\n</h2>\n\n<h4 class=\"meta\">\n\n\n<a class=\"head\" href=\"https://laohu8.com/wemedia/102\">\n\n\n<div class=\"h-thumb\" style=\"background-image:url(https://static.tigerbbs.com/8274c5b9d4c2852bfb1c4d6ce16c68ba);background-size:cover;\"></div>\n\n<div class=\"h-content\">\n<p class=\"h-name\">老虎资讯综合 </p>\n<p class=\"h-time\">2025-12-02 08:11</p>\n</div>\n\n</a>\n\n\n</h4>\n\n</header>\n<article>\n<html><head></head><body><p>12月2日,据《财富》杂志报道,曾成功预测 2008 年房地产市场崩盘的《大空头》投资者表示,电动汽车制造商<a href=\"https://laohu8.com/S/TSLA\">特斯拉</a>的估值“高得离谱”,并警告称马斯克 1 万亿美元的薪酬计划只会让情况变得更糟。</p><p>上个月注销了其对冲基金 Scion Asset Management 的 Michael Burry 在新推出的 Substack 账户上透露,他押注做空埃隆·马斯克的特斯拉。 </p><p style=\"text-align: start;\">他在一篇帖子中写道:“特斯拉目前的市值被严重高估,而且这种情况已经持续了很长时间。”</p><p>伯里表示,特斯拉通过向员工发放股票期权作为薪酬,却不进行股票回购来抵消影响,导致其股东权益每年被稀释约3.6%。他还补充说,首席执行官马斯克的巨额薪酬会让情况更加糟糕。 </p><p style=\"text-align: start;\">上个月获得股东压倒性批准的2025年薪酬方案,可能使马斯克获得至少数千万股特斯拉股票,这将进一步稀释现有股东的持股比例。方案最高时,马斯克将获得数亿股股票,只要他达到严格的目标,其特斯拉持股比例将从目前的15%增至29%。</p><p style=\"text-align: start;\">据《财富》杂志的肖恩·塔利报道,如果马斯克能够实现解锁薪酬所需的两个比较容易实现的目标,那么他可能比支持他的股东们获益更多。</p><p style=\"text-align: start;\">周一,该公司股价约为 426 美元,在 Burry 的博客文章发表后下跌不到 1%,但由于年初股价大幅下跌后的反弹,今年迄今为止股价仍上涨超过 6%。 </p><p style=\"text-align: start;\">除了认为特斯拉估值过高之外,伯里还抨击了该公司的超级粉丝,称特斯拉的首要任务是一个不断变化的目标。</p><p style=\"text-align: start;\">这位传奇投资人说:“顺便一提,埃隆·马斯克的拥趸们曾经全力投入电动汽车,直到出现竞争对手;后来又全力投入自动驾驶,直到出现竞争对手;现在又全力投入<a href=\"https://laohu8.com/S/300024\">机器人</a>——直到出现竞争对手。”</p><p>特斯拉尚未回复《财富》杂志的置评请求。</p><p>伯里做空特斯拉之前,还做空了科技巨头<a href=\"https://laohu8.com/S/NVDA\">英伟达</a>和<a href=\"https://laohu8.com/S/PLTR\">Palantir</a>,他最近也透露了这一点。 </p><p style=\"text-align: start;\">《大空头》的投资人伯里此前曾在2021年做空特斯拉,当时他的对冲基金做空了约5.3亿美元的特斯拉股票,并在几个月后平仓。当时,伯里告诉CNBC,这“只是一笔交易”。目前尚不清楚他第一次做空特斯拉的具体结果,但根据Scion披露做空信息到伯里表示平仓期间特斯拉的股价走势来看,该公司很可能蒙受了损失。 </p><p style=\"text-align: start;\">不过,伯里的观点并非华尔街的共识。尽管他预测特斯拉前景黯淡,但仍有约四分之三的分析师对特斯拉给予“买入”或“持有”评级。上个月,特斯拉股东批准了马斯克的薪酬方案后,特斯拉的坚定支持者丹·艾夫斯及其韦德布什证券团队重申了他们对这位首席执行官及其公司愿景的支持。</p><p style=\"text-align: start;\">马斯克过去对特斯拉的做空者并不友好。大约在2022年,在发现比尔·盖茨做空特斯拉股票后,马斯克对这位<a href=\"https://laohu8.com/S/MSFT\">微软</a>联合创始人“非常刻薄”,盖茨后来在一次采访中透露了这一点。</p><p style=\"text-align: start;\">目前尚不清楚盖茨是否已经平仓,但马斯克并没有忘记。 </p><p>“如果盖茨还没有完全平仓他持有近 8 年的特斯拉疯狂空头头寸,他最好尽快平仓。”他上个月在X上发表的一篇文章中写道。</p></body></html>\n\n</article>\n</div>\n</body>\n</html>\n","type":0,"thumbnail":"https://static.tigerbbs.com/8350896f4f33c86bc28f200b67ab82b4","relate_stocks":{"TSLL":"2倍做多TSLA ETF-Direxion","TSLA":"特斯拉"},"source_url":"","is_english":false,"share_image_url":"https://static.laohu8.com/e9f99090a1c2ed51c021029395664489","article_id":"1174321317","content_text":"12月2日,据《财富》杂志报道,曾成功预测 2008 年房地产市场崩盘的《大空头》投资者表示,电动汽车制造商特斯拉的估值“高得离谱”,并警告称马斯克 1 万亿美元的薪酬计划只会让情况变得更糟。上个月注销了其对冲基金 Scion Asset Management 的 Michael Burry 在新推出的 Substack 账户上透露,他押注做空埃隆·马斯克的特斯拉。 他在一篇帖子中写道:“特斯拉目前的市值被严重高估,而且这种情况已经持续了很长时间。”伯里表示,特斯拉通过向员工发放股票期权作为薪酬,却不进行股票回购来抵消影响,导致其股东权益每年被稀释约3.6%。他还补充说,首席执行官马斯克的巨额薪酬会让情况更加糟糕。 上个月获得股东压倒性批准的2025年薪酬方案,可能使马斯克获得至少数千万股特斯拉股票,这将进一步稀释现有股东的持股比例。方案最高时,马斯克将获得数亿股股票,只要他达到严格的目标,其特斯拉持股比例将从目前的15%增至29%。据《财富》杂志的肖恩·塔利报道,如果马斯克能够实现解锁薪酬所需的两个比较容易实现的目标,那么他可能比支持他的股东们获益更多。周一,该公司股价约为 426 美元,在 Burry 的博客文章发表后下跌不到 1%,但由于年初股价大幅下跌后的反弹,今年迄今为止股价仍上涨超过 6%。 除了认为特斯拉估值过高之外,伯里还抨击了该公司的超级粉丝,称特斯拉的首要任务是一个不断变化的目标。这位传奇投资人说:“顺便一提,埃隆·马斯克的拥趸们曾经全力投入电动汽车,直到出现竞争对手;后来又全力投入自动驾驶,直到出现竞争对手;现在又全力投入机器人——直到出现竞争对手。”特斯拉尚未回复《财富》杂志的置评请求。伯里做空特斯拉之前,还做空了科技巨头英伟达和Palantir,他最近也透露了这一点。 《大空头》的投资人伯里此前曾在2021年做空特斯拉,当时他的对冲基金做空了约5.3亿美元的特斯拉股票,并在几个月后平仓。当时,伯里告诉CNBC,这“只是一笔交易”。目前尚不清楚他第一次做空特斯拉的具体结果,但根据Scion披露做空信息到伯里表示平仓期间特斯拉的股价走势来看,该公司很可能蒙受了损失。 不过,伯里的观点并非华尔街的共识。尽管他预测特斯拉前景黯淡,但仍有约四分之三的分析师对特斯拉给予“买入”或“持有”评级。上个月,特斯拉股东批准了马斯克的薪酬方案后,特斯拉的坚定支持者丹·艾夫斯及其韦德布什证券团队重申了他们对这位首席执行官及其公司愿景的支持。马斯克过去对特斯拉的做空者并不友好。大约在2022年,在发现比尔·盖茨做空特斯拉股票后,马斯克对这位微软联合创始人“非常刻薄”,盖茨后来在一次采访中透露了这一点。目前尚不清楚盖茨是否已经平仓,但马斯克并没有忘记。 “如果盖茨还没有完全平仓他持有近 8 年的特斯拉疯狂空头头寸,他最好尽快平仓。”他上个月在X上发表的一篇文章中写道。","news_type":1,"symbols_score_info":{"TSLL":1.5,"TSLA":1.5}},"isVote":1,"tweetType":1,"viewCount":220,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"CN","totalScore":0},{"id":506362683802408,"gmtCreate":1764654316241,"gmtModify":1764654318591,"author":{"id":"3546249304196282","authorId":"3546249304196282","name":"火火兔爸","avatar":"https://static.tigerbbs.com/1914631c23e50a7645217a36cc9d9598","crmLevel":9,"crmLevelSwitch":1,"followedFlag":false,"authorIdStr":"3546249304196282","idStr":"3546249304196282"},"themes":[],"title":"","htmlText":"上次你做空特斯拉亏的一塌糊涂","listText":"上次你做空特斯拉亏的一塌糊涂","text":"上次你做空特斯拉亏的一塌糊涂","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":0,"commentSize":0,"repostSize":0,"link":"https://laohu8.com/post/506362683802408","repostId":"1174321317","repostType":2,"repost":{"id":"1174321317","kind":"news","weMediaInfo":{"introduction":"为用户提供金融资讯、行情、数据,旨在帮助投资者理解世界,做投资决策。","home_visible":1,"media_name":"老虎资讯综合","id":"102","head_image":"https://static.tigerbbs.com/8274c5b9d4c2852bfb1c4d6ce16c68ba"},"pubTimestamp":1764634314,"share":"https://www.laohu8.com/m/news/1174321317?lang=&edition=full","pubTime":"2025-12-02 08:11","market":"us","language":"zh","title":"《大空头》迈克尔·伯里重启对特斯拉的做空押注,称该股“估值过高”","url":"https://stock-news.laohu8.com/highlight/detail?id=1174321317","media":"老虎资讯综合","summary":"上个月获得股东压倒性批准的2025年薪酬方案,可能使马斯克获得至少数千万股特斯拉股票,这将进一步稀释现有股东的持股比例。《大空头》的投资人伯里此前曾在2021年做空特斯拉,当时他的对冲基金做空了约5.3亿美元的特斯拉股票,并在几个月后平仓。目前尚不清楚他第一次做空特斯拉的具体结果,但根据Scion披露做空信息到伯里表示平仓期间特斯拉的股价走势来看,该公司很可能蒙受了损失。马斯克过去对特斯拉的做空者并不友好。","content":"<html><head></head><body><p>12月2日,据《财富》杂志报道,曾成功预测 2008 年房地产市场崩盘的《大空头》投资者表示,电动汽车制造商<a href=\"https://laohu8.com/S/TSLA\">特斯拉</a>的估值“高得离谱”,并警告称马斯克 1 万亿美元的薪酬计划只会让情况变得更糟。</p><p>上个月注销了其对冲基金 Scion Asset Management 的 Michael Burry 在新推出的 Substack 账户上透露,他押注做空埃隆·马斯克的特斯拉。 </p><p style=\"text-align: start;\">他在一篇帖子中写道:“特斯拉目前的市值被严重高估,而且这种情况已经持续了很长时间。”</p><p>伯里表示,特斯拉通过向员工发放股票期权作为薪酬,却不进行股票回购来抵消影响,导致其股东权益每年被稀释约3.6%。他还补充说,首席执行官马斯克的巨额薪酬会让情况更加糟糕。 </p><p style=\"text-align: start;\">上个月获得股东压倒性批准的2025年薪酬方案,可能使马斯克获得至少数千万股特斯拉股票,这将进一步稀释现有股东的持股比例。方案最高时,马斯克将获得数亿股股票,只要他达到严格的目标,其特斯拉持股比例将从目前的15%增至29%。</p><p style=\"text-align: start;\">据《财富》杂志的肖恩·塔利报道,如果马斯克能够实现解锁薪酬所需的两个比较容易实现的目标,那么他可能比支持他的股东们获益更多。</p><p style=\"text-align: start;\">周一,该公司股价约为 426 美元,在 Burry 的博客文章发表后下跌不到 1%,但由于年初股价大幅下跌后的反弹,今年迄今为止股价仍上涨超过 6%。 </p><p style=\"text-align: start;\">除了认为特斯拉估值过高之外,伯里还抨击了该公司的超级粉丝,称特斯拉的首要任务是一个不断变化的目标。</p><p style=\"text-align: start;\">这位传奇投资人说:“顺便一提,埃隆·马斯克的拥趸们曾经全力投入电动汽车,直到出现竞争对手;后来又全力投入自动驾驶,直到出现竞争对手;现在又全力投入<a href=\"https://laohu8.com/S/300024\">机器人</a>——直到出现竞争对手。”</p><p>特斯拉尚未回复《财富》杂志的置评请求。</p><p>伯里做空特斯拉之前,还做空了科技巨头<a href=\"https://laohu8.com/S/NVDA\">英伟达</a>和<a href=\"https://laohu8.com/S/PLTR\">Palantir</a>,他最近也透露了这一点。 </p><p style=\"text-align: start;\">《大空头》的投资人伯里此前曾在2021年做空特斯拉,当时他的对冲基金做空了约5.3亿美元的特斯拉股票,并在几个月后平仓。当时,伯里告诉CNBC,这“只是一笔交易”。目前尚不清楚他第一次做空特斯拉的具体结果,但根据Scion披露做空信息到伯里表示平仓期间特斯拉的股价走势来看,该公司很可能蒙受了损失。 </p><p style=\"text-align: start;\">不过,伯里的观点并非华尔街的共识。尽管他预测特斯拉前景黯淡,但仍有约四分之三的分析师对特斯拉给予“买入”或“持有”评级。上个月,特斯拉股东批准了马斯克的薪酬方案后,特斯拉的坚定支持者丹·艾夫斯及其韦德布什证券团队重申了他们对这位首席执行官及其公司愿景的支持。</p><p style=\"text-align: start;\">马斯克过去对特斯拉的做空者并不友好。大约在2022年,在发现比尔·盖茨做空特斯拉股票后,马斯克对这位<a href=\"https://laohu8.com/S/MSFT\">微软</a>联合创始人“非常刻薄”,盖茨后来在一次采访中透露了这一点。</p><p style=\"text-align: start;\">目前尚不清楚盖茨是否已经平仓,但马斯克并没有忘记。 </p><p>“如果盖茨还没有完全平仓他持有近 8 年的特斯拉疯狂空头头寸,他最好尽快平仓。”他上个月在X上发表的一篇文章中写道。</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>《大空头》迈克尔·伯里重启对特斯拉的做空押注,称该股“估值过高”</title>\n<style 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margin: 0;line-height: 11px;}\n.small {font-size: 12.5px; display: inline-block; transform: scale(0.9); -webkit-transform: scale(0.9); transform-origin: left; -webkit-transform-origin: left;}\n.smaller {font-size: 12.5px; display: inline-block; transform: scale(0.8); -webkit-transform: scale(0.8); transform-origin: left; -webkit-transform-origin: left;}\n.bt-text {font-size: 12px;margin: 1.5em 0 0 0}\n.bt-text p {margin: 0}\n</style>\n</head>\n<body>\n<div class=\"wrapper\">\n<header>\n<h2 class=\"title\">\n《大空头》迈克尔·伯里重启对特斯拉的做空押注,称该股“估值过高”\n</h2>\n\n<h4 class=\"meta\">\n\n\n<a class=\"head\" href=\"https://laohu8.com/wemedia/102\">\n\n\n<div class=\"h-thumb\" style=\"background-image:url(https://static.tigerbbs.com/8274c5b9d4c2852bfb1c4d6ce16c68ba);background-size:cover;\"></div>\n\n<div class=\"h-content\">\n<p class=\"h-name\">老虎资讯综合 </p>\n<p class=\"h-time\">2025-12-02 08:11</p>\n</div>\n\n</a>\n\n\n</h4>\n\n</header>\n<article>\n<html><head></head><body><p>12月2日,据《财富》杂志报道,曾成功预测 2008 年房地产市场崩盘的《大空头》投资者表示,电动汽车制造商<a href=\"https://laohu8.com/S/TSLA\">特斯拉</a>的估值“高得离谱”,并警告称马斯克 1 万亿美元的薪酬计划只会让情况变得更糟。</p><p>上个月注销了其对冲基金 Scion Asset Management 的 Michael Burry 在新推出的 Substack 账户上透露,他押注做空埃隆·马斯克的特斯拉。 </p><p style=\"text-align: start;\">他在一篇帖子中写道:“特斯拉目前的市值被严重高估,而且这种情况已经持续了很长时间。”</p><p>伯里表示,特斯拉通过向员工发放股票期权作为薪酬,却不进行股票回购来抵消影响,导致其股东权益每年被稀释约3.6%。他还补充说,首席执行官马斯克的巨额薪酬会让情况更加糟糕。 </p><p style=\"text-align: start;\">上个月获得股东压倒性批准的2025年薪酬方案,可能使马斯克获得至少数千万股特斯拉股票,这将进一步稀释现有股东的持股比例。方案最高时,马斯克将获得数亿股股票,只要他达到严格的目标,其特斯拉持股比例将从目前的15%增至29%。</p><p style=\"text-align: start;\">据《财富》杂志的肖恩·塔利报道,如果马斯克能够实现解锁薪酬所需的两个比较容易实现的目标,那么他可能比支持他的股东们获益更多。</p><p style=\"text-align: start;\">周一,该公司股价约为 426 美元,在 Burry 的博客文章发表后下跌不到 1%,但由于年初股价大幅下跌后的反弹,今年迄今为止股价仍上涨超过 6%。 </p><p style=\"text-align: start;\">除了认为特斯拉估值过高之外,伯里还抨击了该公司的超级粉丝,称特斯拉的首要任务是一个不断变化的目标。</p><p style=\"text-align: start;\">这位传奇投资人说:“顺便一提,埃隆·马斯克的拥趸们曾经全力投入电动汽车,直到出现竞争对手;后来又全力投入自动驾驶,直到出现竞争对手;现在又全力投入<a href=\"https://laohu8.com/S/300024\">机器人</a>——直到出现竞争对手。”</p><p>特斯拉尚未回复《财富》杂志的置评请求。</p><p>伯里做空特斯拉之前,还做空了科技巨头<a href=\"https://laohu8.com/S/NVDA\">英伟达</a>和<a href=\"https://laohu8.com/S/PLTR\">Palantir</a>,他最近也透露了这一点。 </p><p style=\"text-align: start;\">《大空头》的投资人伯里此前曾在2021年做空特斯拉,当时他的对冲基金做空了约5.3亿美元的特斯拉股票,并在几个月后平仓。当时,伯里告诉CNBC,这“只是一笔交易”。目前尚不清楚他第一次做空特斯拉的具体结果,但根据Scion披露做空信息到伯里表示平仓期间特斯拉的股价走势来看,该公司很可能蒙受了损失。 </p><p style=\"text-align: start;\">不过,伯里的观点并非华尔街的共识。尽管他预测特斯拉前景黯淡,但仍有约四分之三的分析师对特斯拉给予“买入”或“持有”评级。上个月,特斯拉股东批准了马斯克的薪酬方案后,特斯拉的坚定支持者丹·艾夫斯及其韦德布什证券团队重申了他们对这位首席执行官及其公司愿景的支持。</p><p style=\"text-align: start;\">马斯克过去对特斯拉的做空者并不友好。大约在2022年,在发现比尔·盖茨做空特斯拉股票后,马斯克对这位<a href=\"https://laohu8.com/S/MSFT\">微软</a>联合创始人“非常刻薄”,盖茨后来在一次采访中透露了这一点。</p><p style=\"text-align: start;\">目前尚不清楚盖茨是否已经平仓,但马斯克并没有忘记。 </p><p>“如果盖茨还没有完全平仓他持有近 8 年的特斯拉疯狂空头头寸,他最好尽快平仓。”他上个月在X上发表的一篇文章中写道。</p></body></html>\n\n</article>\n</div>\n</body>\n</html>\n","type":0,"thumbnail":"https://static.tigerbbs.com/8350896f4f33c86bc28f200b67ab82b4","relate_stocks":{"TSLL":"2倍做多TSLA ETF-Direxion","TSLA":"特斯拉"},"source_url":"","is_english":false,"share_image_url":"https://static.laohu8.com/e9f99090a1c2ed51c021029395664489","article_id":"1174321317","content_text":"12月2日,据《财富》杂志报道,曾成功预测 2008 年房地产市场崩盘的《大空头》投资者表示,电动汽车制造商特斯拉的估值“高得离谱”,并警告称马斯克 1 万亿美元的薪酬计划只会让情况变得更糟。上个月注销了其对冲基金 Scion Asset Management 的 Michael Burry 在新推出的 Substack 账户上透露,他押注做空埃隆·马斯克的特斯拉。 他在一篇帖子中写道:“特斯拉目前的市值被严重高估,而且这种情况已经持续了很长时间。”伯里表示,特斯拉通过向员工发放股票期权作为薪酬,却不进行股票回购来抵消影响,导致其股东权益每年被稀释约3.6%。他还补充说,首席执行官马斯克的巨额薪酬会让情况更加糟糕。 上个月获得股东压倒性批准的2025年薪酬方案,可能使马斯克获得至少数千万股特斯拉股票,这将进一步稀释现有股东的持股比例。方案最高时,马斯克将获得数亿股股票,只要他达到严格的目标,其特斯拉持股比例将从目前的15%增至29%。据《财富》杂志的肖恩·塔利报道,如果马斯克能够实现解锁薪酬所需的两个比较容易实现的目标,那么他可能比支持他的股东们获益更多。周一,该公司股价约为 426 美元,在 Burry 的博客文章发表后下跌不到 1%,但由于年初股价大幅下跌后的反弹,今年迄今为止股价仍上涨超过 6%。 除了认为特斯拉估值过高之外,伯里还抨击了该公司的超级粉丝,称特斯拉的首要任务是一个不断变化的目标。这位传奇投资人说:“顺便一提,埃隆·马斯克的拥趸们曾经全力投入电动汽车,直到出现竞争对手;后来又全力投入自动驾驶,直到出现竞争对手;现在又全力投入机器人——直到出现竞争对手。”特斯拉尚未回复《财富》杂志的置评请求。伯里做空特斯拉之前,还做空了科技巨头英伟达和Palantir,他最近也透露了这一点。 《大空头》的投资人伯里此前曾在2021年做空特斯拉,当时他的对冲基金做空了约5.3亿美元的特斯拉股票,并在几个月后平仓。当时,伯里告诉CNBC,这“只是一笔交易”。目前尚不清楚他第一次做空特斯拉的具体结果,但根据Scion披露做空信息到伯里表示平仓期间特斯拉的股价走势来看,该公司很可能蒙受了损失。 不过,伯里的观点并非华尔街的共识。尽管他预测特斯拉前景黯淡,但仍有约四分之三的分析师对特斯拉给予“买入”或“持有”评级。上个月,特斯拉股东批准了马斯克的薪酬方案后,特斯拉的坚定支持者丹·艾夫斯及其韦德布什证券团队重申了他们对这位首席执行官及其公司愿景的支持。马斯克过去对特斯拉的做空者并不友好。大约在2022年,在发现比尔·盖茨做空特斯拉股票后,马斯克对这位微软联合创始人“非常刻薄”,盖茨后来在一次采访中透露了这一点。目前尚不清楚盖茨是否已经平仓,但马斯克并没有忘记。 “如果盖茨还没有完全平仓他持有近 8 年的特斯拉疯狂空头头寸,他最好尽快平仓。”他上个月在X上发表的一篇文章中写道。","news_type":1,"symbols_score_info":{"TSLL":1.5,"TSLA":1.5}},"isVote":1,"tweetType":1,"viewCount":132,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"CN","totalScore":0},{"id":506256255934544,"gmtCreate":1764628301017,"gmtModify":1764628302970,"author":{"id":"3546249304196282","authorId":"3546249304196282","name":"火火兔爸","avatar":"https://static.tigerbbs.com/1914631c23e50a7645217a36cc9d9598","crmLevel":9,"crmLevelSwitch":1,"followedFlag":false,"authorIdStr":"3546249304196282","idStr":"3546249304196282"},"themes":[],"title":"","htmlText":"<a href=\"https://laohu8.com/S/LLY\">$礼来(LLY)$ </a> 价格战导致双方利润受损,待一方投降","listText":"<a href=\"https://laohu8.com/S/LLY\">$礼来(LLY)$ </a> 价格战导致双方利润受损,待一方投降","text":"$礼来(LLY)$ 价格战导致双方利润受损,待一方投降","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":2,"commentSize":0,"repostSize":0,"link":"https://laohu8.com/post/506256255934544","isVote":1,"tweetType":1,"viewCount":380,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"CN","totalScore":0},{"id":505294814573344,"gmtCreate":1764398706689,"gmtModify":1764398710214,"author":{"id":"3546249304196282","authorId":"3546249304196282","name":"火火兔爸","avatar":"https://static.tigerbbs.com/1914631c23e50a7645217a36cc9d9598","crmLevel":9,"crmLevelSwitch":1,"followedFlag":false,"authorIdStr":"3546249304196282","idStr":"3546249304196282"},"themes":[],"title":"","htmlText":"只许中国企业拆特斯拉不许特斯拉反向学习?","listText":"只许中国企业拆特斯拉不许特斯拉反向学习?","text":"只许中国企业拆特斯拉不许特斯拉反向学习?","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":0,"commentSize":0,"repostSize":0,"link":"https://laohu8.com/post/505294814573344","repostId":"2587363759","repostType":2,"repost":{"id":"2587363759","kind":"news","pubTimestamp":1764383405,"share":"https://www.laohu8.com/m/news/2587363759?lang=&edition=full","pubTime":"2025-11-29 10:30","market":"us","language":"zh","title":"特斯拉前高管爆料:特斯拉曾拆解多款中国电动汽车,并在部分车型上借鉴了相关做法","url":"https://stock-news.laohu8.com/highlight/detail?id=2587363759","media":"宁波晚报","summary":"据美国“商业内幕”网站27日报道,美国特斯拉公司前全球销售主管、现任通用汽车董事会成员乔恩·麦克尼尔 透露,特斯拉曾通过拆解中国厂商的电动汽车汲取宝贵的经验,并举出相关例证。他回忆称,特斯拉曾拆解多款中国电动汽车,并在部分车型上借鉴了相关做法,其中包括零部件的复用,也就是在不同车型上尽量使用相同的部件。","content":"<html><body><article><p>据美国“商业内幕”网站27日报道,美国<a href=\"https://laohu8.com/S/TSLA\">特斯拉</a>公司前全球销售主管、现任<a href=\"https://laohu8.com/S/GM\">通用汽车</a>董事会成员乔恩·麦克尼尔(Jon McNeill)透露,特斯拉曾通过拆解中国厂商的电动汽车汲取宝贵的经验,并举出相关例证。</p><img src=\"https://fid-75186.picgzc.qpic.cn/20251129103440265v163htkrf8y4db7\"/><p>乔恩·麦克尼尔(资料图) 图源:《商业内幕》网站</p><p>报道称,麦克尼尔于2015年至2018年在特斯拉任职期间,特斯拉的Model 3车型正处于量产爬坡的“产能地狱”阶段,Model Y预告图也刚刚亮相。他回忆称,特斯拉曾拆解多款中国电动汽车,并在部分车型上借鉴了相关做法,其中包括零部件的复用,也就是在不同车型上尽量使用相同的部件。他说,这一做法后来在Model 3和Model Y上得到体现。</p><img src=\"https://fid-75186.picgzc.qpic.cn/20251129103447531v163hw456cgyydo\"/><img src=\"https://fid-75186.picgzc.qpic.cn/20251129103500516v163scohq891pi6\"/><img src=\"https://fid-75186.picgzc.qpic.cn/20251129103503094v163pf38w4uhn9o\"/><img src=\"https://fid-75186.picgzc.qpic.cn/20251129103504691v163q1w1ec66nx8\"/><img src=\"https://fid-75186.picgzc.qpic.cn/20251129103505818v163mr9mff89hwp\"/><img src=\"https://fid-75186.picgzc.qpic.cn/20251129103507195v1633wysl8tkar2\"/><p>来源 环球时报</p></article></body></html>","source":"tencent","collect":0,"html":"<!DOCTYPE html>\n<html>\n<head>\n<meta http-equiv=\"Content-Type\" content=\"text/html; charset=utf-8\" />\n<meta name=\"viewport\" content=\"width=device-width,initial-scale=1.0,minimum-scale=1.0,maximum-scale=1.0,user-scalable=no\"/>\n<meta name=\"format-detection\" content=\"telephone=no,email=no,address=no\" />\n<title>特斯拉前高管爆料:特斯拉曾拆解多款中国电动汽车,并在部分车型上借鉴了相关做法</title>\n<style 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margin: 0;line-height: 11px;}\n.small {font-size: 12.5px; display: inline-block; transform: scale(0.9); -webkit-transform: scale(0.9); transform-origin: left; -webkit-transform-origin: left;}\n.smaller {font-size: 12.5px; display: inline-block; transform: scale(0.8); -webkit-transform: scale(0.8); transform-origin: left; -webkit-transform-origin: left;}\n.bt-text {font-size: 12px;margin: 1.5em 0 0 0}\n.bt-text p {margin: 0}\n</style>\n</head>\n<body>\n<div class=\"wrapper\">\n<header>\n<h2 class=\"title\">\n特斯拉前高管爆料:特斯拉曾拆解多款中国电动汽车,并在部分车型上借鉴了相关做法\n</h2>\n\n<h4 class=\"meta\">\n\n\n2025-11-29 10:30 北京时间 <a href=http://gu.qq.com/resources/shy/news/detail-v2/index.html#/?id=nesSN20251129103542a718a15e&s=b><strong>宁波晚报</strong></a>\n\n\n</h4>\n\n</header>\n<article>\n<div>\n<p>据美国“商业内幕”网站27日报道,美国特斯拉公司前全球销售主管、现任通用汽车董事会成员乔恩·麦克尼尔(Jon McNeill)透露,特斯拉曾通过拆解中国厂商的电动汽车汲取宝贵的经验,并举出相关例证。乔恩·麦克尼尔(资料图) 图源:《商业内幕》网站报道称,麦克尼尔于2015年至2018年在特斯拉任职期间,特斯拉的Model 3车型正处于量产爬坡的“产能地狱”阶段,Model Y预告图也刚刚亮相。他...</p>\n\n<a href=\"http://gu.qq.com/resources/shy/news/detail-v2/index.html#/?id=nesSN20251129103542a718a15e&s=b\">Web Link</a>\n\n</div>\n\n\n</article>\n</div>\n</body>\n</html>\n","type":0,"thumbnail":"","relate_stocks":{"TSLA":"特斯拉","LU0345769631.USD":"NINETY ONE GSF GLOBAL EQUITY \"A\" (USD) INC","BK4592":"伊斯兰概念","LU1778281490.HKD":"HSBC GIF GLOBAL LOWER CARBON EQUITY \"AD\" (HKD) INC","BK4612":"AI芯片","LU2108987350.USD":"UBS (LUX) EQUITY SICAV GLOBAL OPPORTUNITY SUSTAINABLE (USD) \"P\" (USD) ACC","LU2063271972.USD":"富兰克林创新领域基金","BK4574":"无人驾驶","LU2750360997.AUD":"INVESCO GLOBAL EQUITY INCOME ADVANTAGE \"A\" (AUDHDG) INC","TSLL":"2倍做多TSLA ETF-Direxion","LU0082616367.USD":"摩根大通美国科技A(dist)","LU2213496289.HKD":"ALLIANZ INCOME AND GROWTH \"AT\" (HKD) ACC","LU2602419157.SGD":"HSBC ISLAMIC GLOBAL EQUITY INDEX \"AC\" (SGD) ACC","BK4588":"碎股","LU2360107168.USD":"BGF NEXT GENERATION TECHNOLOGY \"A4\" (USD) INC","LU0345770993.USD":"NINETY ONE GSF GLOBAL STRATEGIC EQUITY \"A\" (USD) 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18:35","market":"us","language":"zh","title":"Palantir年内暴涨63%,领涨纳斯达克100指数,目前是阶段高点吗?","url":"https://stock-news.laohu8.com/highlight/detail?id=1168896343","media":"老虎资讯综合","summary":"这家公司可能成为下一个软件巨头。","content":"<html><head></head><body><p><em>作者:Trevor Jennewine</em></p><p><em>来源:The Motley Fool</em></p><p><strong>摘要</strong></p><ul style=\"\"><li><p>Palantir 股价今年迄今已上涨 63%,领涨纳斯达克 100 指数。</p></li><li><p>Forrester Research 将 Palantir 评为人工智能平台领域的领导者。</p></li><li><p>Palantir 股价今年两次突破销售额 100 倍,很少有软件公司能达到这样的估值。</p></li></ul><p>5月14日,Palantir涨至至每股133.49美元的历史高点。此后,该股小幅回落,但截至5月27日,其年初至今的回报率高达63%,仍领跑纳斯达克100指数。Palantir能否在2025年剩余的几个月里保持这一势头?</p><p></p><p class=\"t-img-caption\"><img src=\"https://static.tigerbbs.com/da861aca043563e01bdbf9139515aac2\" tg-width=\"560\" tg-height=\"240\"/></p><p><strong>Palantir利用人工智能帮助客户优化决策</strong></p><p>Palantir为商业和政府部门的客户开发数据分析软件。其主要平台(Gotham和Foundry)允许用户整合信息、训练机器学习模型和查询数据。其配套的人工智能平台(AIP)是一个大型语言模型编排工具,可让客户将生成式人工智能融入到运营中。</p><p>Palantir 的关键优势在于其基于“本体”的软件架构。本体是一个构建于数据集和模型之上的框架,它定义了数字信息与工厂、设备和耗材等实体资产之间的关系。本体不仅允许用户查询数据以改进决策,还能创建一个反馈循环,随着时间的推移产生更深入的洞察。</p><p>Palantir 公布了令人印象深刻的第一季度财务业绩。得益于政府部门强劲的销售增长,公司营收增长 39%,达到 8.84 亿美元,这是公司连续第七年实现增长。非公认会计准则美股净利润增长 62%,达到每股 0.13 美元。管理层还上调了全年业绩指引,预计 2025 年营收将增长 36%。</p><p>Palantir 完全有能力保持这一势头。Forrester Research 将该公司评为人工智能和机器学习平台领域的技术领导者,预计该市场将以每年 40% 的速度增长,到 2028 年将达到 1530 亿美元。晨星分析师 Mike Giarelli 今年早些时候写道:“这家公司可能成为下一个软件巨头。”</p><p>然而,投资者不应忽视估值。估值目前对市场可能并不重要,但最终总会起到决定性作用。Palantir 目前的市盈率为调整后收益的 265 倍。对于一家预计 2025 年收益将增长 41% 的公司来说,这个估值看起来非常昂贵。然而,Palantir 已连续六个季度超出市场普遍预期,平均高出 10%。</p><p><strong>Palantir 是历史上最昂贵的软件股票之一</strong></p><p>我刚才提到,对于一家预计今年盈利增长 41% 的公司来说,Palantir 的市盈率 (P/E) 非常高。话虽如此,有人可能会认为,由于华尔街经常低估 Palantir,其盈利增长速度可能远超预期。所以,让我们从另一个角度来思考估值。</p><p>Palantir 的市销率 (P/S) 在 2 月份突破了 100 倍,并在 5 月份再次达到这一水平。我回顾了过去 20 年 50 多只软件股的估值:在此期间,只有另外 6 只股票的市销率超过 100 倍,而且它们最终都下跌了至少 70%,如下所述:</p><ul style=\"\"><li><p>Bill Holdings 在 2021 年 9 月 8 日的市销率为 103 倍。该股最终下跌了 87%。</p></li><li><p>Cloudflare 在 2021 年 11 月 18 日的市销率为 114 倍。该股最终下跌了 83%。</p></li><li><p>SentinelOne 在 2021 年 9 月 16 日的市销率为 106 倍。该股最终下跌了 82%。</p></li><li><p>Snowflake 在 2020 年 12 月 8 日的市销率为 184 倍。该股最终下跌了 72%。</p></li><li><p>2024年12月26日,SoundHound AI的市销率为111倍。该股最终下跌了70%。</p></li><li><p>2020年10月19日,Zoom Communications的市销率为124倍。该股最终下跌了90%。</p></li></ul><p>如上所示,过去二十年中,除Palantir外,只有六只软件股的市盈率达到100倍,达到该估值后,其股价从峰值到谷底的平均跌幅为81%。我们可以将这个数字套用到Palantir身上,对未来可能发生的事情做出合理的预测。</p><p>具体来说,Palantir在2月18日收盘价为每股124.62美元,当天其市盈率达到了107倍的峰值。如果其表现与历史平均水平持平,最终将下跌81%,至每股23.67美元。这意味着其股价从目前的123美元下跌幅度大致相同。</p><p>当然,过往表现并不能保证未来的业绩,Palantir也有可能成为例外。但我认为投资者应该避免以当前价格买入该股。其风险回报状况严重偏向风险。</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>Palantir年内暴涨63%,领涨纳斯达克100指数,目前是阶段高点吗?</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{ 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#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\">\nPalantir年内暴涨63%,领涨纳斯达克100指数,目前是阶段高点吗?\n</h2>\n\n<h4 class=\"meta\">\n\n\n<a class=\"head\" href=\"https://laohu8.com/wemedia/102\">\n\n\n<div class=\"h-thumb\" style=\"background-image:url(https://static.tigerbbs.com/8274c5b9d4c2852bfb1c4d6ce16c68ba);background-size:cover;\"></div>\n\n<div class=\"h-content\">\n<p class=\"h-name\">老虎资讯综合 </p>\n<p class=\"h-time\">2025-05-29 18:35</p>\n</div>\n\n</a>\n\n\n</h4>\n\n</header>\n<article>\n<html><head></head><body><p><em>作者:Trevor Jennewine</em></p><p><em>来源:The Motley Fool</em></p><p><strong>摘要</strong></p><ul style=\"\"><li><p>Palantir 股价今年迄今已上涨 63%,领涨纳斯达克 100 指数。</p></li><li><p>Forrester Research 将 Palantir 评为人工智能平台领域的领导者。</p></li><li><p>Palantir 股价今年两次突破销售额 100 倍,很少有软件公司能达到这样的估值。</p></li></ul><p>5月14日,Palantir涨至至每股133.49美元的历史高点。此后,该股小幅回落,但截至5月27日,其年初至今的回报率高达63%,仍领跑纳斯达克100指数。Palantir能否在2025年剩余的几个月里保持这一势头?</p><p></p><p class=\"t-img-caption\"><img src=\"https://static.tigerbbs.com/da861aca043563e01bdbf9139515aac2\" tg-width=\"560\" tg-height=\"240\"/></p><p><strong>Palantir利用人工智能帮助客户优化决策</strong></p><p>Palantir为商业和政府部门的客户开发数据分析软件。其主要平台(Gotham和Foundry)允许用户整合信息、训练机器学习模型和查询数据。其配套的人工智能平台(AIP)是一个大型语言模型编排工具,可让客户将生成式人工智能融入到运营中。</p><p>Palantir 的关键优势在于其基于“本体”的软件架构。本体是一个构建于数据集和模型之上的框架,它定义了数字信息与工厂、设备和耗材等实体资产之间的关系。本体不仅允许用户查询数据以改进决策,还能创建一个反馈循环,随着时间的推移产生更深入的洞察。</p><p>Palantir 公布了令人印象深刻的第一季度财务业绩。得益于政府部门强劲的销售增长,公司营收增长 39%,达到 8.84 亿美元,这是公司连续第七年实现增长。非公认会计准则美股净利润增长 62%,达到每股 0.13 美元。管理层还上调了全年业绩指引,预计 2025 年营收将增长 36%。</p><p>Palantir 完全有能力保持这一势头。Forrester Research 将该公司评为人工智能和机器学习平台领域的技术领导者,预计该市场将以每年 40% 的速度增长,到 2028 年将达到 1530 亿美元。晨星分析师 Mike Giarelli 今年早些时候写道:“这家公司可能成为下一个软件巨头。”</p><p>然而,投资者不应忽视估值。估值目前对市场可能并不重要,但最终总会起到决定性作用。Palantir 目前的市盈率为调整后收益的 265 倍。对于一家预计 2025 年收益将增长 41% 的公司来说,这个估值看起来非常昂贵。然而,Palantir 已连续六个季度超出市场普遍预期,平均高出 10%。</p><p><strong>Palantir 是历史上最昂贵的软件股票之一</strong></p><p>我刚才提到,对于一家预计今年盈利增长 41% 的公司来说,Palantir 的市盈率 (P/E) 非常高。话虽如此,有人可能会认为,由于华尔街经常低估 Palantir,其盈利增长速度可能远超预期。所以,让我们从另一个角度来思考估值。</p><p>Palantir 的市销率 (P/S) 在 2 月份突破了 100 倍,并在 5 月份再次达到这一水平。我回顾了过去 20 年 50 多只软件股的估值:在此期间,只有另外 6 只股票的市销率超过 100 倍,而且它们最终都下跌了至少 70%,如下所述:</p><ul style=\"\"><li><p>Bill Holdings 在 2021 年 9 月 8 日的市销率为 103 倍。该股最终下跌了 87%。</p></li><li><p>Cloudflare 在 2021 年 11 月 18 日的市销率为 114 倍。该股最终下跌了 83%。</p></li><li><p>SentinelOne 在 2021 年 9 月 16 日的市销率为 106 倍。该股最终下跌了 82%。</p></li><li><p>Snowflake 在 2020 年 12 月 8 日的市销率为 184 倍。该股最终下跌了 72%。</p></li><li><p>2024年12月26日,SoundHound AI的市销率为111倍。该股最终下跌了70%。</p></li><li><p>2020年10月19日,Zoom Communications的市销率为124倍。该股最终下跌了90%。</p></li></ul><p>如上所示,过去二十年中,除Palantir外,只有六只软件股的市盈率达到100倍,达到该估值后,其股价从峰值到谷底的平均跌幅为81%。我们可以将这个数字套用到Palantir身上,对未来可能发生的事情做出合理的预测。</p><p>具体来说,Palantir在2月18日收盘价为每股124.62美元,当天其市盈率达到了107倍的峰值。如果其表现与历史平均水平持平,最终将下跌81%,至每股23.67美元。这意味着其股价从目前的123美元下跌幅度大致相同。</p><p>当然,过往表现并不能保证未来的业绩,Palantir也有可能成为例外。但我认为投资者应该避免以当前价格买入该股。其风险回报状况严重偏向风险。</p></body></html>\n\n</article>\n</div>\n</body>\n</html>\n","type":0,"thumbnail":"https://static.tigerbbs.com/d544e6f7498c68812d1a765bff723fc2","relate_stocks":{"PLTR":"Palantir Technologies Inc."},"source_url":"","is_english":false,"share_image_url":"https://static.laohu8.com/e9f99090a1c2ed51c021029395664489","article_id":"1168896343","content_text":"作者:Trevor Jennewine来源:The Motley Fool摘要Palantir 股价今年迄今已上涨 63%,领涨纳斯达克 100 指数。Forrester Research 将 Palantir 评为人工智能平台领域的领导者。Palantir 股价今年两次突破销售额 100 倍,很少有软件公司能达到这样的估值。5月14日,Palantir涨至至每股133.49美元的历史高点。此后,该股小幅回落,但截至5月27日,其年初至今的回报率高达63%,仍领跑纳斯达克100指数。Palantir能否在2025年剩余的几个月里保持这一势头?Palantir利用人工智能帮助客户优化决策Palantir为商业和政府部门的客户开发数据分析软件。其主要平台(Gotham和Foundry)允许用户整合信息、训练机器学习模型和查询数据。其配套的人工智能平台(AIP)是一个大型语言模型编排工具,可让客户将生成式人工智能融入到运营中。Palantir 的关键优势在于其基于“本体”的软件架构。本体是一个构建于数据集和模型之上的框架,它定义了数字信息与工厂、设备和耗材等实体资产之间的关系。本体不仅允许用户查询数据以改进决策,还能创建一个反馈循环,随着时间的推移产生更深入的洞察。Palantir 公布了令人印象深刻的第一季度财务业绩。得益于政府部门强劲的销售增长,公司营收增长 39%,达到 8.84 亿美元,这是公司连续第七年实现增长。非公认会计准则美股净利润增长 62%,达到每股 0.13 美元。管理层还上调了全年业绩指引,预计 2025 年营收将增长 36%。Palantir 完全有能力保持这一势头。Forrester Research 将该公司评为人工智能和机器学习平台领域的技术领导者,预计该市场将以每年 40% 的速度增长,到 2028 年将达到 1530 亿美元。晨星分析师 Mike Giarelli 今年早些时候写道:“这家公司可能成为下一个软件巨头。”然而,投资者不应忽视估值。估值目前对市场可能并不重要,但最终总会起到决定性作用。Palantir 目前的市盈率为调整后收益的 265 倍。对于一家预计 2025 年收益将增长 41% 的公司来说,这个估值看起来非常昂贵。然而,Palantir 已连续六个季度超出市场普遍预期,平均高出 10%。Palantir 是历史上最昂贵的软件股票之一我刚才提到,对于一家预计今年盈利增长 41% 的公司来说,Palantir 的市盈率 (P/E) 非常高。话虽如此,有人可能会认为,由于华尔街经常低估 Palantir,其盈利增长速度可能远超预期。所以,让我们从另一个角度来思考估值。Palantir 的市销率 (P/S) 在 2 月份突破了 100 倍,并在 5 月份再次达到这一水平。我回顾了过去 20 年 50 多只软件股的估值:在此期间,只有另外 6 只股票的市销率超过 100 倍,而且它们最终都下跌了至少 70%,如下所述:Bill Holdings 在 2021 年 9 月 8 日的市销率为 103 倍。该股最终下跌了 87%。Cloudflare 在 2021 年 11 月 18 日的市销率为 114 倍。该股最终下跌了 83%。SentinelOne 在 2021 年 9 月 16 日的市销率为 106 倍。该股最终下跌了 82%。Snowflake 在 2020 年 12 月 8 日的市销率为 184 倍。该股最终下跌了 72%。2024年12月26日,SoundHound AI的市销率为111倍。该股最终下跌了70%。2020年10月19日,Zoom Communications的市销率为124倍。该股最终下跌了90%。如上所示,过去二十年中,除Palantir外,只有六只软件股的市盈率达到100倍,达到该估值后,其股价从峰值到谷底的平均跌幅为81%。我们可以将这个数字套用到Palantir身上,对未来可能发生的事情做出合理的预测。具体来说,Palantir在2月18日收盘价为每股124.62美元,当天其市盈率达到了107倍的峰值。如果其表现与历史平均水平持平,最终将下跌81%,至每股23.67美元。这意味着其股价从目前的123美元下跌幅度大致相同。当然,过往表现并不能保证未来的业绩,Palantir也有可能成为例外。但我认为投资者应该避免以当前价格买入该股。其风险回报状况严重偏向风险。","news_type":1,"symbols_score_info":{"PLTR":1.1}},"isVote":1,"tweetType":1,"viewCount":1602,"authorTweetTopStatus":1,"verified":2,"comments":[{"author":{"id":"3579592247575705","authorId":"3579592247575705","name":"DrSean","avatar":"https://static.tigerbbs.com/1463b1fdc8546a7d7fce66ec56cb9ca7","crmLevel":7,"crmLevelSwitch":0,"authorIdStr":"3579592247575705","idStr":"3579592247575705"},"content":"对标微软,你是在搞笑吗?他靠的是什么在对标?微软、google哪些在AI方面没有基础架构没有研究?一直在吹自己AI方向多强,你听过PLTR有出过什么前沿算法的研究吗?Goolge18年就架构了 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明年二月美联储将下场购债","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":2,"commentSize":3,"repostSize":0,"link":"https://laohu8.com/post/501194783060736","isVote":1,"tweetType":1,"viewCount":666,"authorTweetTopStatus":1,"verified":2,"comments":[{"author":{"id":"3540692585190396","authorId":"3540692585190396","name":"赛车猫","avatar":"https://static.tigerbbs.com/4fec6c99c8a6e8353aeaeca380c0894c","crmLevel":7,"crmLevelSwitch":1,"authorIdStr":"3540692585190396","idStr":"3540692585190396"},"content":"请问购债对股市是不好的意思吗","text":"请问购债对股市是不好的意思吗","html":"请问购债对股市是不好的意思吗"}],"imageCount":0,"langContent":"CN","totalScore":0},{"id":313561775223040,"gmtCreate":1717591558733,"gmtModify":1717602199273,"author":{"id":"3546249304196282","authorId":"3546249304196282","name":"火火兔爸","avatar":"https://static.tigerbbs.com/1914631c23e50a7645217a36cc9d9598","crmLevel":9,"crmLevelSwitch":1,"followedFlag":false,"authorIdStr":"3546249304196282","idStr":"3546249304196282"},"themes":[],"htmlText":"<a 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交易性情绪化回调加仓好机会。","images":[],"top":1,"highlighted":2,"essential":1,"paper":1,"likeSize":7,"commentSize":26,"repostSize":0,"link":"https://laohu8.com/post/319219941863680","isVote":1,"tweetType":1,"viewCount":6238,"authorTweetTopStatus":1,"verified":2,"comments":[{"author":{"id":"3546249304196282","authorId":"3546249304196282","name":"火火兔爸","avatar":"https://static.tigerbbs.com/1914631c23e50a7645217a36cc9d9598","crmLevel":9,"crmLevelSwitch":1,"authorIdStr":"3546249304196282","idStr":"3546249304196282"},"content":"换言之杀估值不是杀逻辑早晚还会上去。","text":"换言之杀估值不是杀逻辑早晚还会上去。","html":"换言之杀估值不是杀逻辑早晚还会上去。"},{"author":{"id":"3559277551773243","authorId":"3559277551773243","name":"高老师傅","avatar":"https://static.tigerbbs.com/604703c9f0b66f8e3af826ba18939adb","crmLevel":9,"crmLevelSwitch":1,"authorIdStr":"3559277551773243","idStr":"3559277551773243"},"content":"先做空吧。。","text":"先做空吧。。","html":"先做空吧。。"}],"imageCount":0,"langContent":"CN","totalScore":0},{"id":319107763867880,"gmtCreate":1718920653993,"gmtModify":1718969403731,"author":{"id":"3546249304196282","authorId":"3546249304196282","name":"火火兔爸","avatar":"https://static.tigerbbs.com/1914631c23e50a7645217a36cc9d9598","crmLevel":9,"crmLevelSwitch":1,"followedFlag":false,"authorIdStr":"3546249304196282","idStr":"3546249304196282"},"themes":[],"htmlText":"<a 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