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老当益壮铁树开花
02-12 23:17
韭菜不够,机构来凑
Benchmark给予特斯拉买进的初始评级,目标价475美元
老当益壮铁树开花
02-12 17:26
感觉但斌也是被华尔街洗脑了,不得不承认但斌是有水平的,但是如果仅仅把人工智能的产出理解成工业社会的产出,那么这个人工智能就不是智能,只能是智障。人工智能是只要少数平台企业对外提供的服务就可以,就像谷歌必应百度360那样,没必要浪费钱建设很多的所谓人工智能中心,因为人工智能的目的不是来掠夺,而是来造福人类。
但斌回应投资者“质疑”:DeepSeek出现会增大全球算力需求而非减弱
老当益壮铁树开花
02-12 09:44
$英伟达(NVDA)$
英伟达就等着二月财报这最后一哆嗦了
老当益壮铁树开花
02-08
Replying to
@老当益壮铁树开花
:小虎访谈Q68的评论//
@老当益壮铁树开花
:这不会是英伟达的软广告吧?我坚信英伟达至少会跌到50-30,甚至更低。
老当益壮铁树开花
02-07
这不会是英伟达的软广告吧?我坚信英伟达至少会跌到50-30,甚至更低。
老当益壮铁树开花
02-07
$超微电脑(SMCI)$
超微电脑整体趋势向下,暂时在30上下波动,预计3-6个月还将向下突破最近3个月最低点。
老当益壮铁树开花
02-03
那是因为散户投资者存在类宗教信仰特斯拉,一旦股价长期上涨乏力、下跌给力,信仰的坚冰慢慢融化,剩下就是全面崩溃
巴克莱分析师:特斯拉似乎正逐渐走向 “比特币化”
老当益壮铁树开花
01-30
建国同志这是往祖国的怀抱越走越近,众所周知,中国芯片能有今日发展,与建国同志的一系列对中国的禁令息息相关密不可分,在地下战线,建国同志与峨眉峰可以相提并论平起平坐了。
传英伟达H20也要被禁了
老当益壮铁树开花
01-30
$特斯拉(TSLA)$
预计1月份数据可能不太好,放一波利好强拉一把,如果拉不起来跌下去就真上不去了
老当益壮铁树开花
01-29
$英伟达(NVDA)$
英伟达真的痿了,哪怕半导体上涨,它也跌得义无反顾
老当益壮铁树开花
01-29
$英伟达(NVDA)$
做空英伟达、戴尔正当时,但要放长线,毕竟最近一个季度财报应该还不错,下个季度就说不准了,先少部分逢低入场,逐步加仓,大概半年就能现出原形
老当益壮铁树开花
01-22
一月份销量啪啪打脸
特斯拉今年还能涨近两成?美国知名投行上调其目标价至500美元
老当益壮铁树开花
01-21
Replying to
@我要天天向上
:宁为玉碎不为瓦全,把这个中国哲学教给特朗普和马斯克。//
@我要天天向上
:别做梦了,美国得不到,癞蛤蟆想吃天鹅肉
老当益壮铁树开花
01-18
这不仅仅是猜想吧,估计是资本的一厢情愿
机构猜想小米今年或收购蔚来 小米公关部总经理回应
老当益壮铁树开花
01-18
富国银行分析师看衰特斯拉:未来一年暴跌
老当益壮铁树开花
01-18
美国金融业左脚踩右脚不断上涨的大法值得中国金融业同行学习
老当益壮铁树开花
01-18
如果操作得当的话,任何一件坏事都会变成好事 如果应对失当的话,任何一件好事也会变成坏事
老当益壮铁树开花
01-18
$特斯拉(TSLA)$
看来新特斯拉是真不好卖了,都开始在今日头条上做直白的广告了,而且还开始降价1万了和有条件5年0利息了
老当益壮铁树开花
01-17
$特斯拉(TSLA)$
我是今年特斯拉空头,本人是价值投机分子,估计有很多特斯拉价值投资或特斯拉教徒不屑空头,不过我还是斗胆出来说两句:主力在做假向上的K线,今年国内经济不会比去年好到哪去,特斯拉今年业绩大概率好不过今年,主力也很清楚,所以大概率主力前期诱敌深入,后期靠做空挣钱。各位小心。刚看到一个消息,特斯拉在美国汽车市场份额下降了,都是不祥之兆。
老当益壮铁树开花
01-17
Replying to
@欲山行
:[捂脸][捂脸][捂脸]//
@欲山行
:马上去大摩应聘了//
@老当益壮铁树开花
:你这水平挺高的,已经和大摩分析师不分伯仲了
去老虎APP查看更多动态
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17:28","market":"us","language":"zh","title":"Benchmark给予特斯拉买进的初始评级,目标价475美元","url":"https://stock-news.laohu8.com/highlight/detail?id=1109480178","media":"老虎资讯综合","summary":"2月12日,300美元岌岌可危!$特斯拉(TSLA)$盘前延续跌势,此前连跌五个交易日,股价创阶段新低。","content":"<html><head></head><body><p>2月12日,<a href=\"https://laohu8.com/S/TSLA\">特斯拉</a>涨近3%。Benchmark给予特斯拉买进的初始评级,目标价475美元。</p><p>值得注意的是,该股此前已连跌五个交易日,股价创阶段新低,且较12月份的最高位回调超30%。</p><p class=\"t-img-caption\"><img src=\"https://static.tigerbbs.com/699518480d417ed0c3d45e5efacfb84d\" tg-width=\"560\" tg-height=\"240\"/></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>Benchmark给予特斯拉买进的初始评级,目标价475美元</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\">\nBenchmark给予特斯拉买进的初始评级,目标价475美元\n</h2>\n\n<h4 class=\"meta\">\n\n\n<a class=\"head\" href=\"https://laohu8.com/wemedia/102\">\n\n\n<div class=\"h-thumb\" style=\"background-image:url(https://static.tigerbbs.com/8274c5b9d4c2852bfb1c4d6ce16c68ba);background-size:cover;\"></div>\n\n<div class=\"h-content\">\n<p class=\"h-name\">老虎资讯综合 </p>\n<p class=\"h-time\">2025-02-12 17:28</p>\n</div>\n\n</a>\n\n\n</h4>\n\n</header>\n<article>\n<html><head></head><body><p>2月12日,<a href=\"https://laohu8.com/S/TSLA\">特斯拉</a>涨近3%。Benchmark给予特斯拉买进的初始评级,目标价475美元。</p><p>值得注意的是,该股此前已连跌五个交易日,股价创阶段新低,且较12月份的最高位回调超30%。</p><p class=\"t-img-caption\"><img src=\"https://static.tigerbbs.com/699518480d417ed0c3d45e5efacfb84d\" tg-width=\"560\" tg-height=\"240\"/></p></body></html>\n\n</article>\n</div>\n</body>\n</html>\n","type":0,"thumbnail":"https://static.tigerbbs.com/c7da52addfd52fb216bcf87283f43750","relate_stocks":{"TSLA":"特斯拉"},"source_url":"","is_english":false,"share_image_url":"https://static.laohu8.com/e9f99090a1c2ed51c021029395664489","article_id":"1109480178","content_text":"2月12日,特斯拉涨近3%。Benchmark给予特斯拉买进的初始评级,目标价475美元。值得注意的是,该股此前已连跌五个交易日,股价创阶段新低,且较12月份的最高位回调超30%。","news_type":1},"isVote":1,"tweetType":1,"viewCount":0,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"CN","totalScore":0},{"id":402777224024200,"gmtCreate":1739352386391,"gmtModify":1739352407712,"author":{"id":"3553256311875125","authorId":"3553256311875125","name":"老当益壮铁树开花","avatar":"https://static.tigerbbs.com/ffe9bdf2e928a90ce7307de1ff8b30ff","crmLevel":5,"crmLevelSwitch":0,"followedFlag":false,"idStr":"3553256311875125","authorIdStr":"3553256311875125"},"themes":[],"htmlText":"感觉但斌也是被华尔街洗脑了,不得不承认但斌是有水平的,但是如果仅仅把人工智能的产出理解成工业社会的产出,那么这个人工智能就不是智能,只能是智障。人工智能是只要少数平台企业对外提供的服务就可以,就像谷歌必应百度360那样,没必要浪费钱建设很多的所谓人工智能中心,因为人工智能的目的不是来掠夺,而是来造福人类。","listText":"感觉但斌也是被华尔街洗脑了,不得不承认但斌是有水平的,但是如果仅仅把人工智能的产出理解成工业社会的产出,那么这个人工智能就不是智能,只能是智障。人工智能是只要少数平台企业对外提供的服务就可以,就像谷歌必应百度360那样,没必要浪费钱建设很多的所谓人工智能中心,因为人工智能的目的不是来掠夺,而是来造福人类。","text":"感觉但斌也是被华尔街洗脑了,不得不承认但斌是有水平的,但是如果仅仅把人工智能的产出理解成工业社会的产出,那么这个人工智能就不是智能,只能是智障。人工智能是只要少数平台企业对外提供的服务就可以,就像谷歌必应百度360那样,没必要浪费钱建设很多的所谓人工智能中心,因为人工智能的目的不是来掠夺,而是来造福人类。","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":0,"commentSize":0,"repostSize":0,"link":"https://laohu8.com/post/402777224024200","repostId":"2510317833","repostType":2,"repost":{"id":"2510317833","kind":"news","pubTimestamp":1739341059,"share":"https://www.laohu8.com/m/news/2510317833?lang=&edition=full","pubTime":"2025-02-12 14:17","market":"us","language":"zh","title":"但斌回应投资者“质疑”:DeepSeek出现会增大全球算力需求而非减弱","url":"https://stock-news.laohu8.com/highlight/detail?id=2510317833","media":"智通财经","summary":"智通财经APP获悉,2月12日,东方港湾公开发文“回应”投资者的询问。但斌认为,DeepSeek的成果会增加全球AI算力的需求,而非减弱。25开年Deepseek作为“追赶者”送出的降本平权大礼包,除了“来自中国”和“开源”这2个意外情绪点之外,也在这一趋势内,这是走向“应用普及”的必经之路。所以我们说“平权和降本”是AI时代目前最大的一条时代脉络,Deepseek也没有逃脱这一趋势。而Deepseek的官网也因为用户数快速上升到4000万,频繁出现崩溃和拒绝回","content":"<html><body><p>智通财经APP获悉,2月12日,东方港湾公开发文“回应”<span>投资者的</span><span>询问</span>。但斌认为,DeepSeek的成果会增加全球AI算力的需求,而非减弱。<span>市场最大的误解,是从根本上把算法、算力和数据三者进行对立;<span>实际上,算法、数据和算力三者之间,是一种“协同关系”。中美AI应用会涌现各种投资机会,而大模型企业的商业模式会继续饱受挑战,<span>只有持续保持前沿模型领先,才能维持巨大的用户数量和定价优势,以弥补前期高额的探索成本。这种难度现在也变得越来越大了。</span></span></span></p><p>时值岁末,中国量化基金团队Deepseek,连续发布了V3底座大模型以及R1推理大模型,以低一个数量级的推理成本和匹敌Openai最强模型的性能,震惊世界。</p><p>东方港湾收到了许多投资者的询问,最受关注的问题有三个:</p><p>1)中国团队在算力卡脖子的情况下,仍能研发出全球领先的AI大模型,是否说明了今后AI的进步不需要算力?</p><p>2)Deepseek团队通过修改PTX指令集,优化了GPU的使用,是不是意味着绕过CUDA的壁垒,今后使用国产芯片可以畅行无阻了。</p><p>3)中国模型的降本与平权,会带来什么投资机会与风险?=</p><p><strong>对于第一个问题,东方港湾的观点是:Deepseek的成果会增加全球AI算力的需求,而非减弱。</strong></p><p>首先,市场最大的误解,是从根本上把算法、算力和数据三者进行对立,误认为算法的创新进步,是对算力和数据形成了“替代和竞争”。而实际上,算法、数据和算力三者之间,是一种“协同关系”。</p><p>人工智能过去70年的发展,三个要素都须同时取得进步;任一要素被卡住了,人工智能都会止步不前:第一波人工智能浪潮止步于算法的缺陷,第二波浪潮止于算力的不足。而目前第三波浪潮,得益于算法、算力和大数据三者,在互联网时代得到了空前的飞跃。</p><p>同样的,三要素中任意一个的发展,都会带动另外两者的价值量提升。就像一家人,父亲的事业成功,也会为孩子的成长和妻子的创业带来更多机会。假设过去算法低效时,单位芯片在一个用例上只能服务10个用户;现在算法提效了,同一芯片可以服务100人。该芯片如果不提价,其价值量肯定是翻了10倍,而不是变得更低。如果一个商品的价值量提升了10倍,而价格不变,那么需求一定是上升的,这是经济学常识。</p><p>市场之所以错把算法与算力对立起来,很可能是来自当下中美的竞争关系。当中国模型企业在算力资源受限的情况下,工程算法取得了突破(工程的本质就是“突破限制”),市场心理便很容易将“中美竞争”映射到算法算力竞争之上。加上“东方力量的神秘感”,华尔街很容易从心理上将“意外”的情绪无限放大。</p><p>其次,成熟AI模型的“降本与平权”已是过去2年大趋势。25开年Deepseek作为“追赶者”送出的降本平权大礼包,除了“来自中国”和“开源”这2个意外情绪点之外,也在这一趋势内,这是走向“应用普及”的必经之路。而成熟模型的降本与前沿模型的探索是两码事,想争做AI时代模型的领头人,所需算力和资源都不是小数,这也是除了Openai以外许多巨头的野心。</p><p>世界上任何一种技术的发展,基本遵循着“创新-跟随-降本”的发展模式。前沿的“探索者”会花重金和时间进行实验探索,最终找到一个有效果的技术方案,并将其商品化;紧接着,社会会出现一大批“跟随者”,沿着探索者的思路去复现其产品,并在工程上进一步降本优化。这种成本优化的思路又会回到探索者那里进行整合和降本,双方相互学习,相得益彰。我们所熟知的领域里,包括了创新药与仿制药,<a href=\"https://laohu8.com/S/TSLA\">特斯拉</a>与中国电动车,<a href=\"https://laohu8.com/S/TSM\">台积电</a>与其他代工厂,还有大模型领域,皆是如此。</p><p>目前在大模型的绝大多数能力领域里(如聊天机器人、实时多模态模型、逻辑推理模型等),Openai都暂时充当了探索者的角色,其身后是北美四大模型(Gemini、Claude、Xai、Llama)的追赶;而紧随北美企业的,是中国互联网大厂(如字节豆包、阿里千问、<a href=\"https://laohu8.com/S/BIDU\">百度</a>文心、<a href=\"https://laohu8.com/S/00700\">腾讯</a>混元)与一众模型<a href=\"https://laohu8.com/S/V03.SI\">创业公司</a>(如Deepseek、智谱GLM、MiniMax海螺、月之暗面Kimi等)的追赶脚步;而中美之外,其他国家鲜有追赶者。</p><p>下图很好地描述了过去两年,中美在Openai开辟的“GPT4和o1”这两条赛道上的降本速度:自2023年4月推出GPT4以来,大量追赶者在1.5年的时间里,将同性能模型的成本降低了1000倍——3个数量级;而自2024年9月推出o1版本系列以来,追赶者DeepseekR1在3个月内将成本拉低了27倍——1个数量级,而追赶者Gemini2.0flashthinking更是在同一时间将成本拉低了100倍——2个数量级。所以我们说“平权和降本”是AI时代目前最大的一条时代脉络,Deepseek也没有逃脱这一趋势。人们沉浸于Deepseek的震惊当中,久久不能释怀,甚至连<a href=\"https://laohu8.com/S/GOOG\">谷歌</a>更为夸张的降本效果都无人谈及。</p><center><img height=\"412\" src=\"http://img.zhitongcaijing.com/images/contentformat/5e40c78043e3c33e32c531c00835ecb7.jpg\" width=\"577\"/></center><p>追赶者之所以能比探索者实现几个数量级的降本,在上期观点中也简单介绍过,方法非常多,拆解Deepseek技术报告的文章也解释得很详尽,我们不做过多赘述。而除了工程创新、数据蒸馏以及随时间不断下降的算力成本以外,探索者与追赶者之间,最大区别来自“探索的成本”。就好比创新药和仿制药之间,实验与临床是最大的成本差别。Deepseek与美国的其他追赶者都一样,若想在时代的最前沿“探路”,不甘只做追随者,所付出的成本将比现在大上许多倍。</p><p>再者,随着AI成本的大幅下降,AI应用普及带来的推理需求才是算力的主场。我们在年度思考中对比过o1模型的推理成本,在每百万token55美金的输出价格下,Agent应用使用推理模型几乎是寸步难行。而短短不到一个月,推理模型成本被追赶者的工程优化降低了100倍,预期的Agent应用生态,在以极快的速度向我们走来。</p><p>Deepseek带火了一个概念——杰文斯悖论,指的是当资源使用效率提高后,资源的消耗总量不会下降,反而会增加的经济现象。该理论最早于19世纪应用于煤炭的消耗问题。当瓦特改进蒸汽机,提高了煤炭利用率后(单位动力耗煤量大幅下降了75%),烧煤蒸汽机被更广泛地应用到工厂、铁路和船舶上,反而加速了煤炭消耗总量,也提升了煤炭价格。同样的情况,也发生在当汽车燃油效率提升(每公里耗油更少了),带来的行驶里程和总油耗的大幅增长,以及LED灯节能导致更长开灯时间和更多地方安装灯光,总体耗电量不降反升的情况。当一项技术未被大面积采用之前,其单位资源消耗量的下降,反而会促进整体资源消耗总量的上升。同样的情况,也会在AI模型的应用身上发生,因为AI时代才刚刚开幕。</p><p>我们可以再回顾一次“人均拥有算力”的概念:如果AI技术未来注定要普及百行千业,影响全球80亿人口,以当前全球AI算力部署4500ExaFlops来计算,人均拥有算力0.6Tops,方兴未艾。一辆自动驾驶汽车所需芯片就在500Tops以上,25年特斯拉最新FSD芯片AI5的算力更是预计高达1500Tops以上。AI算力资源消耗总量还有极大的上涨空间,前提就是算力资源的使用效率需要大幅地提升。</p><p>实际上,自Deepseek发布以来,我们看到算力租赁Spot市场价格(非长单即期价格,占比小),出现了快速的上涨,许多AI应用公司都开始采用Deepseek模型作为测试方案(下图为Semi关于<a href=\"https://laohu8.com/S/AMZN\">亚马逊</a>的GPU租赁价格),导致了算力短缺。而Deepseek的官网也因为用户数快速上升到4000万(豆包才6000万),频繁出现崩溃和拒绝回复。同时,本月发布财报的<a href=\"https://laohu8.com/S/MSFT\">微软</a>、Meta、谷歌和亚马逊,都在25年AI设备的资本开支上再度加码升级,为接下来的推理应用市场做足准备。</p><center><img height=\"343\" src=\"http://img.zhitongcaijing.com/images/contentformat/525f79cf9c14363676d751e07e088699.jpg\" width=\"553\"/></center><p><strong>对于第二个问题,东方港湾的观点是:CUDA并未被绕开,壁垒反而被增强。</strong></p><p>DeepseekV3的论文中描述到,为了优化<a href=\"https://laohu8.com/S/NVDA\">英伟达</a>芯片的使用效率,团队不满足于CUDA的高级语言编辑,直接在底层编辑PTX指令集,对H800芯片中的流处理器进行通讯任务分配的修改,从而一定程度提高了全互联的通讯效率和稳定性。很多人看到这里,会认为Deepseek没有使用CUDA软件,而是用PTX汇编语言对GPU进行功能修改,因此团队具备能力绕过CUDA,使用汇编语言在其他厂商的芯片上去复现模型的训练。这是非常大的误解。</p><p>首先解释下什么是PTX。英伟达芯片在顶层应用场景中覆盖广泛,涉及游戏图形、自动驾驶、大语言模型和科学模拟等多个领域。每个领域的具体任务若要利用GPU进行加速计算,都需要配套的软件库支持。例如游戏中的OptiX光线追踪加速,大语言模型加速推理的TensorRT-LLM,等等。另一方面,英伟达芯片的底层硬件设计,也从过去的Pascal、<a href=\"https://laohu8.com/S/VLTA\">Volta</a>架构,到如今广为人知的Ampere、Hopper和Blackwell,架构不断升级,涵盖制程工艺、计算精度、指令集复杂度等多个方面。所以,软件和硬件都在不断迭代和发展,这也带来了兼容性问题。开发者往往会担心,今天设计的软件在未来是否仍能适配更新的芯片架构。为了解决这一问题,英伟达设计了一套专用的“中间表示层”(即PTX)来连接软件与硬件。无论软件和硬件如何升级变化,代码只需通过PTX进行转译,即可适配不同架构的GPU,并生成相应的机器执行码。这就像中国和欧洲的商贸往来,两地的人使用多种不同语言。如果有一个精通中欧语言的美国翻译作为中介,就无需让每位中国商人都学习所有欧洲语言,大家直接用英语沟通即可。</p><p>PTX在计算领域的作用,就类似于这个“通用翻译层”,翻译上层CUDA软件的高级语言,成为中间表示,然后再转化成英伟达显卡可以理解的SASS语言(这部分是保密的)。为了增强CUDA开发者对GPU硬件的适配能力,英伟达开放了PTX的编辑权限,使开发者不仅可以编写CUDA代码,还可以直接调整PTX层,以优化代码在不同GPU架构上的执行效率。这个过程可以类比为:CEO(CUDA代码)将任务交给市场部主管(PTX),主管再细化任务并最终分配给各个销售人员(SM流处理器)。如果CEO认为主管的分配方式不合理,还可以直接介入对任务分配进行调整,提升并行任务的执行效率。</p><p>所以,Deepseek能够使用PTX(全称为:并行计算任务线程的执行)进行任务执行的优化,也是英伟达架构的“可编辑性”所允许的。英伟达经常会吸收开发人员编辑PTX的创新工程方法,反过来优化官方的CUDA算子,这也是CUDA生态的反哺优势。而AMD、华为、<a href=\"https://laohu8.com/S/688256\">寒武纪</a>的芯片,虽然也有这种中间表达层(IR码),但其IR码是不可编辑的。</p><p>弄清以上原理之后,我们可以理解Deepseek使用PTX进行硬件的任务执行优化,非但没有绕过CUDA,反而是在加强和反哺CUDA生态。</p><p>首先,PTX就是CUDA架构的一部分。CUDA不只是指软件,还包括了PTX和底层的硬件架构,全称是“计算和设备的统一架构”。正是这种紧密耦合的软件-硬件协同架构,使得CUDA在GPU计算的快速迭代过程中,仍能保持高效兼容性和优化能力。PTX本质上是一种中间表示(IR),它是CUDA代码的另一种表达方式而已。</p><p>其次,PTX仅能被英伟达GPU解析和执行。用户编辑PTX指令,相当于在CUDA生态系统中采用更底层的方式进行开发和优化,以更高效地适配和利用英伟达的GPU硬件架构,而不是绕开或超越其架构限制。PTX指令集是专门为英伟达GPU设计的,并不适用于其他厂商的GPU或计算架构,无法直接移植到非英伟达芯片之上。</p><p>再者,DeepSeek可以编辑PTX,是因为英伟达开放了PTX指令级优化的权限,而其他芯片(如华为升腾、AMDGPU、谷歌TPU)的中间表示层(IR)则对外开放程度较低,开发者通常无法直接编辑底层指令集。</p><p>总而言之,要完全绕开CUDA,有两种主要路径:要么在高级编程语言层面,重新设计一整套覆盖多个行业的GPU计算加速库和开发框架,这需要大量时间、资源以及行业生态的支持;要么尝试将CUDA代码编译成PTX以外的IR代码,以适配不同厂商的GPU硬件架构,但这会受到兼容性和优化的限制。例如,AMD正在通过HIP转换器,将CUDA代码迁移到AMDGPU上,仍然存在性能损失和适配成本。这类似于在苹果电脑上运行Windows系统——虽然技术上可行,但性能、兼容性和体验通常比原生环境差。除此之外,几乎没有更好的替代方案。</p><p><strong>对于第三个问题,东方港湾的观点是:中美AI应用会涌现各种投资机会,而大模型企业的商业模式会继续饱受挑战。</strong></p><p>Deepseek以一己之力,短短一个月为全国人民做了一次“AI科普”,并在模型能力和推理成本上追平甚至超越了大多数美国模型。Deepseek更重要的贡献在于发现了一种高效的方法,即利用经过强化学习训练并具备推理能力的大模型进行蒸馏,从而生成包含“思维链”的样本数据,并对小模型进行直接的监督微调。相比于直接对小模型进行强化学习,这种方式能更有效地复现大模型的推理能力。因此,在R1模型发布后,全球企业与高校迅速掀起了基于思维链数据对小模型进行微调的复现工程,使得模型推理能力在Deepseek体系之外也得到了快速复制和扩散。推理模型的平权之路猛然加速。因此,<span>我们</span>在美国看到的AI应用机会,同样将在中国市场广泛落地。</p><p>唯一需要注意的是,中美AI之间的算力差异,或因算力管制的升级而继续扩大,例如英伟达H20芯片遭到禁运。Deepseek等一众模型已经在国产芯片上做了适配,但国产芯片在架构、软件加速库、集群能力上仍然存在短板,会对于AI产品的推理服务质量产生影响。当更多用户同时使用更多种类AI应用时,推理延迟和服务器繁忙的情况可能都会是常态。</p><p>而就在R1发布不久,Openai也如期发布了o3模型,并提供了免费试用。o3的能力相对o1又有了质的飞跃,Openai暂时保住了“领先者”地位。但在“探索者与追赶者”的游戏中,如果探索者持续创新的速度,跟不上追赶者降本复现的速度,探索者前期的成本将入不敷出,商业模式没法实现闭环。而如果追赶者因为“专利壁垒”或“网络效应”等原因无法复现,或者探索者能够持续创新保持领先,探索者就能在最前沿的产品上保持溢价的定价能力,同时在被追上的次代产品上做低价压制,保证了商业模式的合理性,就像台积电在工艺制程上所采取的商业策略一样。但在大模型领域,即没有网络效应也没有专利保护,Openai或其他希望成为领头羊的模型企业,只有持续保持前沿模型领先,才能维持巨大的用户数量和定价优势,以弥补前期高额的探索成本。这种难度现在也变得越来越大了。</p><p>以上是东方港湾对这三个问题的主要观点。</p><p>2025注定是一个市场波动率很大的年份。但在对投资的细枝末节进行梳理之后,<span>我们</span>还是要回到投资的主线上来。</p><p>在AI的时代脉络上,时代车轮在明显地加速驶进。同时,<span>我们</span>也要看到,在高波动率的同时,2025年的美股市场也预计将迎来超过2万亿美元的资金流入,为市场估值和稳定性提供支撑。企业回购预计将达到1万亿美元,通过减少流通股数量和提高每股收益(EPS)来增强投资者信心,尤其是科技巨头将继续加大回购力度。</p><p>而<a href=\"https://laohu8.com/S/161125\">标普500</a>企业的分红总额预计将达到6000亿美元,因其稳定性和可预测性吸引了长期投资者,尤其是养老金和401(k)账户。</p><p>此外,养老金和长期投资账户预计将贡献超过4000亿美元的资金流入,这些资金通常流向被动管理的基金,如<a href=\"https://laohu8.com/S/SPY\">标普500ETF</a>,为市场提供稳定的流动性。</p></body></html>","source":"stock_zhitongcaijing","collect":0,"html":"<!DOCTYPE html>\n<html>\n<head>\n<meta http-equiv=\"Content-Type\" content=\"text/html; charset=utf-8\" />\n<meta name=\"viewport\" content=\"width=device-width,initial-scale=1.0,minimum-scale=1.0,maximum-scale=1.0,user-scalable=no\"/>\n<meta name=\"format-detection\" content=\"telephone=no,email=no,address=no\" />\n<title>但斌回应投资者“质疑”:DeepSeek出现会增大全球算力需求而非减弱</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但斌回应投资者“质疑”:DeepSeek出现会增大全球算力需求而非减弱\n</h2>\n\n<h4 class=\"meta\">\n\n\n2025-02-12 14:17 北京时间 <a href=http://www.zhitongcaijing.com/content/detail/1248780.html><strong>智通财经</strong></a>\n\n\n</h4>\n\n</header>\n<article>\n<div>\n<p>智通财经APP获悉,2月12日,东方港湾公开发文“回应”投资者的询问。但斌认为,DeepSeek的成果会增加全球AI算力的需求,而非减弱。市场最大的误解,是从根本上把算法、算力和数据三者进行对立;实际上,算法、数据和算力三者之间,是一种“协同关系”。中美AI应用会涌现各种投资机会,而大模型企业的商业模式会继续饱受挑战,只有持续保持前沿模型领先,才能维持巨大的用户数量和定价优势,以弥补前期高额的探索...</p>\n\n<a href=\"http://www.zhitongcaijing.com/content/detail/1248780.html\">Web Link</a>\n\n</div>\n\n\n</article>\n</div>\n</body>\n</html>\n","type":0,"thumbnail":"","relate_stocks":{},"source_url":"http://www.zhitongcaijing.com/content/detail/1248780.html","is_english":false,"share_image_url":"https://static.laohu8.com/e9f99090a1c2ed51c021029395664489","article_id":"2510317833","content_text":"智通财经APP获悉,2月12日,东方港湾公开发文“回应”投资者的询问。但斌认为,DeepSeek的成果会增加全球AI算力的需求,而非减弱。市场最大的误解,是从根本上把算法、算力和数据三者进行对立;实际上,算法、数据和算力三者之间,是一种“协同关系”。中美AI应用会涌现各种投资机会,而大模型企业的商业模式会继续饱受挑战,只有持续保持前沿模型领先,才能维持巨大的用户数量和定价优势,以弥补前期高额的探索成本。这种难度现在也变得越来越大了。时值岁末,中国量化基金团队Deepseek,连续发布了V3底座大模型以及R1推理大模型,以低一个数量级的推理成本和匹敌Openai最强模型的性能,震惊世界。东方港湾收到了许多投资者的询问,最受关注的问题有三个:1)中国团队在算力卡脖子的情况下,仍能研发出全球领先的AI大模型,是否说明了今后AI的进步不需要算力?2)Deepseek团队通过修改PTX指令集,优化了GPU的使用,是不是意味着绕过CUDA的壁垒,今后使用国产芯片可以畅行无阻了。3)中国模型的降本与平权,会带来什么投资机会与风险?=对于第一个问题,东方港湾的观点是:Deepseek的成果会增加全球AI算力的需求,而非减弱。首先,市场最大的误解,是从根本上把算法、算力和数据三者进行对立,误认为算法的创新进步,是对算力和数据形成了“替代和竞争”。而实际上,算法、数据和算力三者之间,是一种“协同关系”。人工智能过去70年的发展,三个要素都须同时取得进步;任一要素被卡住了,人工智能都会止步不前:第一波人工智能浪潮止步于算法的缺陷,第二波浪潮止于算力的不足。而目前第三波浪潮,得益于算法、算力和大数据三者,在互联网时代得到了空前的飞跃。同样的,三要素中任意一个的发展,都会带动另外两者的价值量提升。就像一家人,父亲的事业成功,也会为孩子的成长和妻子的创业带来更多机会。假设过去算法低效时,单位芯片在一个用例上只能服务10个用户;现在算法提效了,同一芯片可以服务100人。该芯片如果不提价,其价值量肯定是翻了10倍,而不是变得更低。如果一个商品的价值量提升了10倍,而价格不变,那么需求一定是上升的,这是经济学常识。市场之所以错把算法与算力对立起来,很可能是来自当下中美的竞争关系。当中国模型企业在算力资源受限的情况下,工程算法取得了突破(工程的本质就是“突破限制”),市场心理便很容易将“中美竞争”映射到算法算力竞争之上。加上“东方力量的神秘感”,华尔街很容易从心理上将“意外”的情绪无限放大。其次,成熟AI模型的“降本与平权”已是过去2年大趋势。25开年Deepseek作为“追赶者”送出的降本平权大礼包,除了“来自中国”和“开源”这2个意外情绪点之外,也在这一趋势内,这是走向“应用普及”的必经之路。而成熟模型的降本与前沿模型的探索是两码事,想争做AI时代模型的领头人,所需算力和资源都不是小数,这也是除了Openai以外许多巨头的野心。世界上任何一种技术的发展,基本遵循着“创新-跟随-降本”的发展模式。前沿的“探索者”会花重金和时间进行实验探索,最终找到一个有效果的技术方案,并将其商品化;紧接着,社会会出现一大批“跟随者”,沿着探索者的思路去复现其产品,并在工程上进一步降本优化。这种成本优化的思路又会回到探索者那里进行整合和降本,双方相互学习,相得益彰。我们所熟知的领域里,包括了创新药与仿制药,特斯拉与中国电动车,台积电与其他代工厂,还有大模型领域,皆是如此。目前在大模型的绝大多数能力领域里(如聊天机器人、实时多模态模型、逻辑推理模型等),Openai都暂时充当了探索者的角色,其身后是北美四大模型(Gemini、Claude、Xai、Llama)的追赶;而紧随北美企业的,是中国互联网大厂(如字节豆包、阿里千问、百度文心、腾讯混元)与一众模型创业公司(如Deepseek、智谱GLM、MiniMax海螺、月之暗面Kimi等)的追赶脚步;而中美之外,其他国家鲜有追赶者。下图很好地描述了过去两年,中美在Openai开辟的“GPT4和o1”这两条赛道上的降本速度:自2023年4月推出GPT4以来,大量追赶者在1.5年的时间里,将同性能模型的成本降低了1000倍——3个数量级;而自2024年9月推出o1版本系列以来,追赶者DeepseekR1在3个月内将成本拉低了27倍——1个数量级,而追赶者Gemini2.0flashthinking更是在同一时间将成本拉低了100倍——2个数量级。所以我们说“平权和降本”是AI时代目前最大的一条时代脉络,Deepseek也没有逃脱这一趋势。人们沉浸于Deepseek的震惊当中,久久不能释怀,甚至连谷歌更为夸张的降本效果都无人谈及。追赶者之所以能比探索者实现几个数量级的降本,在上期观点中也简单介绍过,方法非常多,拆解Deepseek技术报告的文章也解释得很详尽,我们不做过多赘述。而除了工程创新、数据蒸馏以及随时间不断下降的算力成本以外,探索者与追赶者之间,最大区别来自“探索的成本”。就好比创新药和仿制药之间,实验与临床是最大的成本差别。Deepseek与美国的其他追赶者都一样,若想在时代的最前沿“探路”,不甘只做追随者,所付出的成本将比现在大上许多倍。再者,随着AI成本的大幅下降,AI应用普及带来的推理需求才是算力的主场。我们在年度思考中对比过o1模型的推理成本,在每百万token55美金的输出价格下,Agent应用使用推理模型几乎是寸步难行。而短短不到一个月,推理模型成本被追赶者的工程优化降低了100倍,预期的Agent应用生态,在以极快的速度向我们走来。Deepseek带火了一个概念——杰文斯悖论,指的是当资源使用效率提高后,资源的消耗总量不会下降,反而会增加的经济现象。该理论最早于19世纪应用于煤炭的消耗问题。当瓦特改进蒸汽机,提高了煤炭利用率后(单位动力耗煤量大幅下降了75%),烧煤蒸汽机被更广泛地应用到工厂、铁路和船舶上,反而加速了煤炭消耗总量,也提升了煤炭价格。同样的情况,也发生在当汽车燃油效率提升(每公里耗油更少了),带来的行驶里程和总油耗的大幅增长,以及LED灯节能导致更长开灯时间和更多地方安装灯光,总体耗电量不降反升的情况。当一项技术未被大面积采用之前,其单位资源消耗量的下降,反而会促进整体资源消耗总量的上升。同样的情况,也会在AI模型的应用身上发生,因为AI时代才刚刚开幕。我们可以再回顾一次“人均拥有算力”的概念:如果AI技术未来注定要普及百行千业,影响全球80亿人口,以当前全球AI算力部署4500ExaFlops来计算,人均拥有算力0.6Tops,方兴未艾。一辆自动驾驶汽车所需芯片就在500Tops以上,25年特斯拉最新FSD芯片AI5的算力更是预计高达1500Tops以上。AI算力资源消耗总量还有极大的上涨空间,前提就是算力资源的使用效率需要大幅地提升。实际上,自Deepseek发布以来,我们看到算力租赁Spot市场价格(非长单即期价格,占比小),出现了快速的上涨,许多AI应用公司都开始采用Deepseek模型作为测试方案(下图为Semi关于亚马逊的GPU租赁价格),导致了算力短缺。而Deepseek的官网也因为用户数快速上升到4000万(豆包才6000万),频繁出现崩溃和拒绝回复。同时,本月发布财报的微软、Meta、谷歌和亚马逊,都在25年AI设备的资本开支上再度加码升级,为接下来的推理应用市场做足准备。对于第二个问题,东方港湾的观点是:CUDA并未被绕开,壁垒反而被增强。DeepseekV3的论文中描述到,为了优化英伟达芯片的使用效率,团队不满足于CUDA的高级语言编辑,直接在底层编辑PTX指令集,对H800芯片中的流处理器进行通讯任务分配的修改,从而一定程度提高了全互联的通讯效率和稳定性。很多人看到这里,会认为Deepseek没有使用CUDA软件,而是用PTX汇编语言对GPU进行功能修改,因此团队具备能力绕过CUDA,使用汇编语言在其他厂商的芯片上去复现模型的训练。这是非常大的误解。首先解释下什么是PTX。英伟达芯片在顶层应用场景中覆盖广泛,涉及游戏图形、自动驾驶、大语言模型和科学模拟等多个领域。每个领域的具体任务若要利用GPU进行加速计算,都需要配套的软件库支持。例如游戏中的OptiX光线追踪加速,大语言模型加速推理的TensorRT-LLM,等等。另一方面,英伟达芯片的底层硬件设计,也从过去的Pascal、Volta架构,到如今广为人知的Ampere、Hopper和Blackwell,架构不断升级,涵盖制程工艺、计算精度、指令集复杂度等多个方面。所以,软件和硬件都在不断迭代和发展,这也带来了兼容性问题。开发者往往会担心,今天设计的软件在未来是否仍能适配更新的芯片架构。为了解决这一问题,英伟达设计了一套专用的“中间表示层”(即PTX)来连接软件与硬件。无论软件和硬件如何升级变化,代码只需通过PTX进行转译,即可适配不同架构的GPU,并生成相应的机器执行码。这就像中国和欧洲的商贸往来,两地的人使用多种不同语言。如果有一个精通中欧语言的美国翻译作为中介,就无需让每位中国商人都学习所有欧洲语言,大家直接用英语沟通即可。PTX在计算领域的作用,就类似于这个“通用翻译层”,翻译上层CUDA软件的高级语言,成为中间表示,然后再转化成英伟达显卡可以理解的SASS语言(这部分是保密的)。为了增强CUDA开发者对GPU硬件的适配能力,英伟达开放了PTX的编辑权限,使开发者不仅可以编写CUDA代码,还可以直接调整PTX层,以优化代码在不同GPU架构上的执行效率。这个过程可以类比为:CEO(CUDA代码)将任务交给市场部主管(PTX),主管再细化任务并最终分配给各个销售人员(SM流处理器)。如果CEO认为主管的分配方式不合理,还可以直接介入对任务分配进行调整,提升并行任务的执行效率。所以,Deepseek能够使用PTX(全称为:并行计算任务线程的执行)进行任务执行的优化,也是英伟达架构的“可编辑性”所允许的。英伟达经常会吸收开发人员编辑PTX的创新工程方法,反过来优化官方的CUDA算子,这也是CUDA生态的反哺优势。而AMD、华为、寒武纪的芯片,虽然也有这种中间表达层(IR码),但其IR码是不可编辑的。弄清以上原理之后,我们可以理解Deepseek使用PTX进行硬件的任务执行优化,非但没有绕过CUDA,反而是在加强和反哺CUDA生态。首先,PTX就是CUDA架构的一部分。CUDA不只是指软件,还包括了PTX和底层的硬件架构,全称是“计算和设备的统一架构”。正是这种紧密耦合的软件-硬件协同架构,使得CUDA在GPU计算的快速迭代过程中,仍能保持高效兼容性和优化能力。PTX本质上是一种中间表示(IR),它是CUDA代码的另一种表达方式而已。其次,PTX仅能被英伟达GPU解析和执行。用户编辑PTX指令,相当于在CUDA生态系统中采用更底层的方式进行开发和优化,以更高效地适配和利用英伟达的GPU硬件架构,而不是绕开或超越其架构限制。PTX指令集是专门为英伟达GPU设计的,并不适用于其他厂商的GPU或计算架构,无法直接移植到非英伟达芯片之上。再者,DeepSeek可以编辑PTX,是因为英伟达开放了PTX指令级优化的权限,而其他芯片(如华为升腾、AMDGPU、谷歌TPU)的中间表示层(IR)则对外开放程度较低,开发者通常无法直接编辑底层指令集。总而言之,要完全绕开CUDA,有两种主要路径:要么在高级编程语言层面,重新设计一整套覆盖多个行业的GPU计算加速库和开发框架,这需要大量时间、资源以及行业生态的支持;要么尝试将CUDA代码编译成PTX以外的IR代码,以适配不同厂商的GPU硬件架构,但这会受到兼容性和优化的限制。例如,AMD正在通过HIP转换器,将CUDA代码迁移到AMDGPU上,仍然存在性能损失和适配成本。这类似于在苹果电脑上运行Windows系统——虽然技术上可行,但性能、兼容性和体验通常比原生环境差。除此之外,几乎没有更好的替代方案。对于第三个问题,东方港湾的观点是:中美AI应用会涌现各种投资机会,而大模型企业的商业模式会继续饱受挑战。Deepseek以一己之力,短短一个月为全国人民做了一次“AI科普”,并在模型能力和推理成本上追平甚至超越了大多数美国模型。Deepseek更重要的贡献在于发现了一种高效的方法,即利用经过强化学习训练并具备推理能力的大模型进行蒸馏,从而生成包含“思维链”的样本数据,并对小模型进行直接的监督微调。相比于直接对小模型进行强化学习,这种方式能更有效地复现大模型的推理能力。因此,在R1模型发布后,全球企业与高校迅速掀起了基于思维链数据对小模型进行微调的复现工程,使得模型推理能力在Deepseek体系之外也得到了快速复制和扩散。推理模型的平权之路猛然加速。因此,我们在美国看到的AI应用机会,同样将在中国市场广泛落地。唯一需要注意的是,中美AI之间的算力差异,或因算力管制的升级而继续扩大,例如英伟达H20芯片遭到禁运。Deepseek等一众模型已经在国产芯片上做了适配,但国产芯片在架构、软件加速库、集群能力上仍然存在短板,会对于AI产品的推理服务质量产生影响。当更多用户同时使用更多种类AI应用时,推理延迟和服务器繁忙的情况可能都会是常态。而就在R1发布不久,Openai也如期发布了o3模型,并提供了免费试用。o3的能力相对o1又有了质的飞跃,Openai暂时保住了“领先者”地位。但在“探索者与追赶者”的游戏中,如果探索者持续创新的速度,跟不上追赶者降本复现的速度,探索者前期的成本将入不敷出,商业模式没法实现闭环。而如果追赶者因为“专利壁垒”或“网络效应”等原因无法复现,或者探索者能够持续创新保持领先,探索者就能在最前沿的产品上保持溢价的定价能力,同时在被追上的次代产品上做低价压制,保证了商业模式的合理性,就像台积电在工艺制程上所采取的商业策略一样。但在大模型领域,即没有网络效应也没有专利保护,Openai或其他希望成为领头羊的模型企业,只有持续保持前沿模型领先,才能维持巨大的用户数量和定价优势,以弥补前期高额的探索成本。这种难度现在也变得越来越大了。以上是东方港湾对这三个问题的主要观点。2025注定是一个市场波动率很大的年份。但在对投资的细枝末节进行梳理之后,我们还是要回到投资的主线上来。在AI的时代脉络上,时代车轮在明显地加速驶进。同时,我们也要看到,在高波动率的同时,2025年的美股市场也预计将迎来超过2万亿美元的资金流入,为市场估值和稳定性提供支撑。企业回购预计将达到1万亿美元,通过减少流通股数量和提高每股收益(EPS)来增强投资者信心,尤其是科技巨头将继续加大回购力度。而标普500企业的分红总额预计将达到6000亿美元,因其稳定性和可预测性吸引了长期投资者,尤其是养老金和401(k)账户。此外,养老金和长期投资账户预计将贡献超过4000亿美元的资金流入,这些资金通常流向被动管理的基金,如标普500ETF,为市场提供稳定的流动性。","news_type":1},"isVote":1,"tweetType":1,"viewCount":0,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"CN","totalScore":0},{"id":402660973875576,"gmtCreate":1739324650751,"gmtModify":1739324652399,"author":{"id":"3553256311875125","authorId":"3553256311875125","name":"老当益壮铁树开花","avatar":"https://static.tigerbbs.com/ffe9bdf2e928a90ce7307de1ff8b30ff","crmLevel":5,"crmLevelSwitch":0,"followedFlag":false,"idStr":"3553256311875125","authorIdStr":"3553256311875125"},"themes":[],"htmlText":"<a href=\"https://laohu8.com/S/NVDA\">$英伟达(NVDA)$ </a> 英伟达就等着二月财报这最后一哆嗦了","listText":"<a href=\"https://laohu8.com/S/NVDA\">$英伟达(NVDA)$ </a> 英伟达就等着二月财报这最后一哆嗦了","text":"$英伟达(NVDA)$ 英伟达就等着二月财报这最后一哆嗦了","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":1,"commentSize":0,"repostSize":0,"link":"https://laohu8.com/post/402660973875576","isVote":1,"tweetType":1,"viewCount":184,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"CN","totalScore":0},{"id":401151109886576,"gmtCreate":1738944524706,"gmtModify":1738945033898,"author":{"id":"3553256311875125","authorId":"3553256311875125","name":"老当益壮铁树开花","avatar":"https://static.tigerbbs.com/ffe9bdf2e928a90ce7307de1ff8b30ff","crmLevel":5,"crmLevelSwitch":0,"followedFlag":false,"idStr":"3553256311875125","authorIdStr":"3553256311875125"},"themes":[],"htmlText":"Replying to <a href=\"https://laohu8.com/U/3553256311875125\">@老当益壮铁树开花</a>:小虎访谈Q68的评论//<a href=\"https://laohu8.com/U/3553256311875125\">@老当益壮铁树开花</a>:这不会是英伟达的软广告吧?我坚信英伟达至少会跌到50-30,甚至更低。","listText":"Replying to <a href=\"https://laohu8.com/U/3553256311875125\">@老当益壮铁树开花</a>:小虎访谈Q68的评论//<a href=\"https://laohu8.com/U/3553256311875125\">@老当益壮铁树开花</a>:这不会是英伟达的软广告吧?我坚信英伟达至少会跌到50-30,甚至更低。","text":"Replying to @老当益壮铁树开花:小虎访谈Q68的评论//@老当益壮铁树开花:这不会是英伟达的软广告吧?我坚信英伟达至少会跌到50-30,甚至更低。","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":0,"commentSize":0,"repostSize":0,"link":"https://laohu8.com/post/401151109886576","isVote":1,"tweetType":1,"viewCount":206,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"CN","totalScore":0},{"id":401139532616056,"gmtCreate":1738942074218,"gmtModify":1738943117135,"author":{"id":"3553256311875125","authorId":"3553256311875125","name":"老当益壮铁树开花","avatar":"https://static.tigerbbs.com/ffe9bdf2e928a90ce7307de1ff8b30ff","crmLevel":5,"crmLevelSwitch":0,"followedFlag":false,"idStr":"3553256311875125","authorIdStr":"3553256311875125"},"themes":[],"htmlText":"这不会是英伟达的软广告吧?我坚信英伟达至少会跌到50-30,甚至更低。","listText":"这不会是英伟达的软广告吧?我坚信英伟达至少会跌到50-30,甚至更低。","text":"这不会是英伟达的软广告吧?我坚信英伟达至少会跌到50-30,甚至更低。","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":1,"commentSize":3,"repostSize":0,"link":"https://laohu8.com/post/401139532616056","isVote":1,"tweetType":1,"viewCount":1030,"authorTweetTopStatus":1,"verified":2,"comments":[{"author":{"id":"3561194283817695","authorId":"3561194283817695","name":"Dexxxx","avatar":"https://static.tigerbbs.com/c707a24a6e464c882022a447c05d0318","crmLevel":7,"crmLevelSwitch":0,"idStr":"3561194283817695","authorIdStr":"3561194283817695"},"content":"全仓做空没有?","text":"全仓做空没有?","html":"全仓做空没有?"}],"imageCount":0,"langContent":"CN","totalScore":0},{"id":401136721371496,"gmtCreate":1738941500810,"gmtModify":1738941502301,"author":{"id":"3553256311875125","authorId":"3553256311875125","name":"老当益壮铁树开花","avatar":"https://static.tigerbbs.com/ffe9bdf2e928a90ce7307de1ff8b30ff","crmLevel":5,"crmLevelSwitch":0,"followedFlag":false,"idStr":"3553256311875125","authorIdStr":"3553256311875125"},"themes":[],"htmlText":"<a href=\"https://laohu8.com/S/SMCI\">$超微电脑(SMCI)$ </a> 超微电脑整体趋势向下,暂时在30上下波动,预计3-6个月还将向下突破最近3个月最低点。","listText":"<a href=\"https://laohu8.com/S/SMCI\">$超微电脑(SMCI)$ </a> 超微电脑整体趋势向下,暂时在30上下波动,预计3-6个月还将向下突破最近3个月最低点。","text":"$超微电脑(SMCI)$ 超微电脑整体趋势向下,暂时在30上下波动,预计3-6个月还将向下突破最近3个月最低点。","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":3,"commentSize":4,"repostSize":0,"link":"https://laohu8.com/post/401136721371496","isVote":1,"tweetType":1,"viewCount":1175,"authorTweetTopStatus":1,"verified":2,"comments":[{"author":{"id":"4196654601249012","authorId":"4196654601249012","name":"小仙呀呀","avatar":"https://community-static.tradeup.com/news/default-avatar.jpg","crmLevel":6,"crmLevelSwitch":0,"idStr":"4196654601249012","authorIdStr":"4196654601249012"},"content":"看错了吧?财报出来就是冲了","text":"看错了吧?财报出来就是冲了","html":"看错了吧?财报出来就是冲了"}],"imageCount":0,"langContent":"CN","totalScore":0},{"id":399474589721016,"gmtCreate":1738550483506,"gmtModify":1738550485666,"author":{"id":"3553256311875125","authorId":"3553256311875125","name":"老当益壮铁树开花","avatar":"https://static.tigerbbs.com/ffe9bdf2e928a90ce7307de1ff8b30ff","crmLevel":5,"crmLevelSwitch":0,"followedFlag":false,"idStr":"3553256311875125","authorIdStr":"3553256311875125"},"themes":[],"htmlText":"那是因为散户投资者存在类宗教信仰特斯拉,一旦股价长期上涨乏力、下跌给力,信仰的坚冰慢慢融化,剩下就是全面崩溃","listText":"那是因为散户投资者存在类宗教信仰特斯拉,一旦股价长期上涨乏力、下跌给力,信仰的坚冰慢慢融化,剩下就是全面崩溃","text":"那是因为散户投资者存在类宗教信仰特斯拉,一旦股价长期上涨乏力、下跌给力,信仰的坚冰慢慢融化,剩下就是全面崩溃","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":0,"commentSize":0,"repostSize":0,"link":"https://laohu8.com/post/399474589721016","repostId":"2508865241","repostType":2,"repost":{"id":"2508865241","kind":"live","pubTimestamp":1738482928,"share":"https://www.laohu8.com/m/news/2508865241?lang=&edition=full","pubTime":"2025-02-02 15:55","language":"zh","title":"巴克莱分析师:特斯拉似乎正逐渐走向 “比特币化”","url":"https://stock-news.laohu8.com/highlight/detail?id=2508865241","media":"金色财经","summary":"【巴克莱分析师:特斯拉似乎正逐渐走向 “比特币化”】金色财经报道,巴克莱资深分析师Dan Levy发布最新研报指出,虽然特斯拉四季报表现不佳,但投资者对其短期业绩的波动显得相对宽容,这种现象不禁让人联","content":"<html><body><p>【巴克莱分析师:特斯拉似乎正逐渐走向 “比特币化”】金色财经报道,巴克莱资深分析师Dan Levy发布最新研报指出,虽然特斯拉四季报表现不佳,但投资者对其短期业绩的波动显得相对宽容,这种现象不禁让人联想到比特币,特斯拉似乎正逐渐走向 “比特币化”,其股价与基本面的关联逐渐减弱,而更多地受到市场情绪和叙事的影响。 \n巴克莱在报告中提到,特斯拉的股票目前的市盈率高达120倍,显示出投资者对其未来增长的高度预期,这种现象表明其股价在很大程度上依赖于Elon Musk的影响力和公司的叙事能力。特斯拉更像是 “原始迷因股”(meme stock),其股价受到多种技术因素(如期权、量化交易和动量投资)的推动,与比特币的市场表现有相似之处。</p></body></html>","source":"jinse_live","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\" 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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巴克莱分析师:特斯拉似乎正逐渐走向 “比特币化”\n</h2>\n\n<h4 class=\"meta\">\n\n\n2025-02-02 15:55 北京时间 <a href=https://www.sahmcapital.com/news/content/teslas-bitcoinization-moment-can-elon-musks-vision-outrace-reality-2025-01-31><strong>金色财经</strong></a>\n\n\n</h4>\n\n</header>\n<article>\n<div>\n<p>【巴克莱分析师:特斯拉似乎正逐渐走向 “比特币化”】金色财经报道,巴克莱资深分析师Dan Levy发布最新研报指出,虽然特斯拉四季报表现不佳,但投资者对其短期业绩的波动显得相对宽容,这种现象不禁让人联想到比特币,特斯拉似乎正逐渐走向 “比特币化”,其股价与基本面的关联逐渐减弱,而更多地受到市场情绪和叙事的影响。 \n巴克莱在报告中提到,特斯拉的股票目前的市盈率高达120倍,显示出投资者对其未来增长的...</p>\n\n<a href=\"https://www.sahmcapital.com/news/content/teslas-bitcoinization-moment-can-elon-musks-vision-outrace-reality-2025-01-31\">Web Link</a>\n\n</div>\n\n\n</article>\n</div>\n</body>\n</html>\n","type":0,"thumbnail":"","relate_stocks":{"80992":"联想集团-R","83042":"华夏比特币-R","LU1861220033.SGD":"Blackrock Next Generation Technology A2 SGD-H","00992":"联想集团","03008":"博时比特币","BK4534":"瑞士信贷持仓","BK4585":"ETF&股票定投概念","HK0000320223.HKD":"TAIKANG KAITAI CHINA NEW OPPORTUNITIES FUND \"A\" (HKD) ACC","LU0345770993.USD":"NINETY ONE GSF GLOBAL STRATEGIC EQUITY \"A\" (USD) INC","TSLL":"Direxion Daily TSLA Bull 2X Shares","MSTU":"T-Rex 2X Long MSTR Daily Target ETF","03439":"嘉实比特币","SG9999015952.SGD":"LIONGLOBAL DISRUPTIVE INNOVATION \"I\" (SGD) ACC","BK4543":"AI","BK4527":"明星科技股","LU1839511570.USD":"WELLS FARGO GLOBAL FACTOR ENHANCED EQUITY \"I\" (USD) 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INNOVATION \"I\" (USD) ACC","BK1607":"新IT概念","LU0345770308.USD":"NINETY ONE GSF GLOBAL STRATEGIC EQUITY \"A\" (USD) ACC","09439":"嘉实比特币-U","LU1720051017.SGD":"Allianz Global Artificial Intelligence AT Acc H2-SGD","LU1674673691.USD":"HSBC GIF GLOBAL LOWER CARBON EQUITY \"AD\" (USD) INC","09008":"博时比特币-U","TSYW.SI":"TESLA 3xLongSG261006","LU0198837287.USD":"UBS (LUX) EQUITY SICAV - USA GROWTH \"P\" (USD) ACC","LU1674673428.USD":"HSBC GIF GLOBAL LOWER CARBON EQUITY \"AC\" (USD) ACC","LU1778281490.HKD":"HSBC GIF GLOBAL LOWER CARBON EQUITY \"AD\" (HKD) INC"},"source_url":"https://www.sahmcapital.com/news/content/teslas-bitcoinization-moment-can-elon-musks-vision-outrace-reality-2025-01-31","is_english":false,"share_image_url":"https://static.laohu8.com/e9f99090a1c2ed51c021029395664489","article_id":"2508865241","content_text":"【巴克莱分析师:特斯拉似乎正逐渐走向 “比特币化”】金色财经报道,巴克莱资深分析师Dan Levy发布最新研报指出,虽然特斯拉四季报表现不佳,但投资者对其短期业绩的波动显得相对宽容,这种现象不禁让人联想到比特币,特斯拉似乎正逐渐走向 “比特币化”,其股价与基本面的关联逐渐减弱,而更多地受到市场情绪和叙事的影响。 \n巴克莱在报告中提到,特斯拉的股票目前的市盈率高达120倍,显示出投资者对其未来增长的高度预期,这种现象表明其股价在很大程度上依赖于Elon Musk的影响力和公司的叙事能力。特斯拉更像是 “原始迷因股”(meme stock),其股价受到多种技术因素(如期权、量化交易和动量投资)的推动,与比特币的市场表现有相似之处。","news_type":1},"isVote":1,"tweetType":1,"viewCount":96,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"CN","totalScore":0},{"id":398247252091480,"gmtCreate":1738250918564,"gmtModify":1738250919892,"author":{"id":"3553256311875125","authorId":"3553256311875125","name":"老当益壮铁树开花","avatar":"https://static.tigerbbs.com/ffe9bdf2e928a90ce7307de1ff8b30ff","crmLevel":5,"crmLevelSwitch":0,"followedFlag":false,"idStr":"3553256311875125","authorIdStr":"3553256311875125"},"themes":[],"htmlText":"建国同志这是往祖国的怀抱越走越近,众所周知,中国芯片能有今日发展,与建国同志的一系列对中国的禁令息息相关密不可分,在地下战线,建国同志与峨眉峰可以相提并论平起平坐了。","listText":"建国同志这是往祖国的怀抱越走越近,众所周知,中国芯片能有今日发展,与建国同志的一系列对中国的禁令息息相关密不可分,在地下战线,建国同志与峨眉峰可以相提并论平起平坐了。","text":"建国同志这是往祖国的怀抱越走越近,众所周知,中国芯片能有今日发展,与建国同志的一系列对中国的禁令息息相关密不可分,在地下战线,建国同志与峨眉峰可以相提并论平起平坐了。","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":0,"commentSize":0,"repostSize":0,"link":"https://laohu8.com/post/398247252091480","repostId":"2507952906","repostType":2,"repost":{"id":"2507952906","kind":"news","pubTimestamp":1738201301,"share":"https://www.laohu8.com/m/news/2507952906?lang=&edition=full","pubTime":"2025-01-30 09:41","market":"us","language":"zh","title":"传英伟达H20也要被禁了","url":"https://stock-news.laohu8.com/highlight/detail?id=2507952906","media":"芯东西","summary":"此前受DeepSeek证明以有限计算资源足以创建先进模型的影响,英伟达在当地时间周一市值蒸发5890亿美元,股价跌至118美元/股,周二反弹至127美元/股。而在可能扩大芯片限制的消息传出后,英伟达股价再度跌超4%,至123美元/股。早在去年9月,市场上已经频有H20可能被禁、英伟达停止接收H20订单的传言。英伟达自2022年以来一直受到对华销售限制,延长这些规定将进一步影响该公司的收入。","content":"<html><head></head><body><blockquote><p><strong>股价应声下跌4%。</strong></p></blockquote><p>1月30日消息,据外媒援引知情人士消息,美国特朗普政府正考虑就<a href=\"https://laohu8.com/S/NVDA\">英伟达</a>对华出售芯片采取更多限制措施,可能涵盖英伟达专为中国市场开发的定制芯片H20。</p><p>谈判还处于非常早期的阶段。据说特朗普政府刚开始在相关部门配备人员,任何限制决定可能还需很长时间才能做出。</p><p>这令本周跌宕起伏的英伟达股票再受打击。</p><p>此前受DeepSeek证明以有限计算资源足以创建先进模型的影响,英伟达在当地时间周一市值蒸发5890亿美元,股价跌至118美元/股,周二反弹至127美元/股。而在可能扩大芯片限制的消息传出后,英伟达股价再度跌超4%,至123美元/股。</p><p class=\"t-img-caption\"><img src=\"https://static.tigerbbs.com/ddd173dabd729b8dad6895b61ac79a35\" title=\"\" tg-width=\"560\" tg-height=\"240\"/></p><p>美国商务部长提名人霍华德·卢特尼克(Howard Lutnick)是特朗普挑选的负责监督芯片贸易限制的机构的负责人。他在周三的确认听证会上说,他将在半导体控制方面“非常强硬”,但并未提供更多细节。</p><p>早在去年9月,市场上已经频有H20可能被禁、英伟达停止接收H20订单的传言。</p><p>最新报道称,将H20芯片纳入现有贸易限制的想法已被讨论过一段时间。据知情人士透露,美国拜登政府人士建议进行此类限制,但他们最终在离任前没有采取这些措施。</p><p>英伟达自2022年以来一直受到对华销售限制,延长这些规定将进一步影响该公司的收入。</p><p>根据分析师Claus Aasholm去年12月分享的数据,HGX H20销售表现非常好,环比增长50%,而H100业务“仅”环比增长25%。</p><p class=\"t-img-caption\"><img src=\"https://static.tigerbbs.com/c12c8ddba7c9dfb0a0730bdbeb3f3c4b\" title=\"\" tg-width=\"1000\" tg-height=\"867\"/></p></body></html>","source":"lsy1584082462595","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>传英伟达H20也要被禁了</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传英伟达H20也要被禁了\n</h2>\n\n<h4 class=\"meta\">\n\n\n2025-01-30 09:41 北京时间 <a href=https://mp.weixin.qq.com/s/HKuxsTXFTp9iAQ_tK2R1zw><strong>芯东西</strong></a>\n\n\n</h4>\n\n</header>\n<article>\n<div>\n<p>股价应声下跌4%。1月30日消息,据外媒援引知情人士消息,美国特朗普政府正考虑就英伟达对华出售芯片采取更多限制措施,可能涵盖英伟达专为中国市场开发的定制芯片H20。谈判还处于非常早期的阶段。据说特朗普政府刚开始在相关部门配备人员,任何限制决定可能还需很长时间才能做出。这令本周跌宕起伏的英伟达股票再受打击。此前受DeepSeek证明以有限计算资源足以创建先进模型的影响,英伟达在当地时间周一市值蒸发...</p>\n\n<a href=\"https://mp.weixin.qq.com/s/HKuxsTXFTp9iAQ_tK2R1zw\">Web Link</a>\n\n</div>\n\n\n</article>\n</div>\n</body>\n</html>\n","type":0,"thumbnail":"https://static.tigerbbs.com/3f1c866c487eb9e101f73a62d4495ce9","relate_stocks":{"LU2065170008.USD":"M&G (LUX) GLOBAL MAXIMA \"A\" (USD) INC","IE00BJLML261.HKD":"HSBC GLOBAL EQUITY INDEX \"HCH\" (HKD) ACC","NVDU":"Direxion Daily NVDA Bull 2X Shares","LU0081259029.USD":"UBS (LUX) EQUITY FUND - TECH OPPORTUNITY \"P\" (USD) ACC","SG9999000418.SGD":"Aberdeen Standard Global Technology SGD","3NVD.UK":"LS 3X NVIDIA","NVDA":"英伟达","LU0109392836.USD":"富兰克林科技股A","LU2063271972.USD":"富兰克林创新领域基金","2NVD.UK":"2X NVIDIA ETP","NVDY":"YIELDMAX NVDA OPTION INCOME STRATEGY ETF","LU1868836757.USD":"CT (LUX) I AMERICAN FUND \"2\" (USD) ACC","NVD2.UK":"2X NVIDIA ETP","SG9999015986.USD":"LIONGLOBAL DISRUPTIVE INNOVATION \"I\" (USD) ACC","IE00BWXC8680.SGD":"PINEBRIDGE US LARGE CAP RESEARCH ENHANCED \"A5\" (SGD) ACC","LU2065169927.USD":"M&G (LUX) GLOBAL MAXIMA \"A\" (USD) ACC","LU0097036916.USD":"贝莱德美国增长A2 USD","NVD3.UK":"LS 3X 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H20销售表现非常好,环比增长50%,而H100业务“仅”环比增长25%。","news_type":1},"isVote":1,"tweetType":1,"viewCount":34,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"CN","totalScore":0},{"id":397992828101064,"gmtCreate":1738188382771,"gmtModify":1738204752082,"author":{"id":"3553256311875125","authorId":"3553256311875125","name":"老当益壮铁树开花","avatar":"https://static.tigerbbs.com/ffe9bdf2e928a90ce7307de1ff8b30ff","crmLevel":5,"crmLevelSwitch":0,"followedFlag":false,"idStr":"3553256311875125","authorIdStr":"3553256311875125"},"themes":[],"htmlText":"<a href=\"https://laohu8.com/S/TSLA\">$特斯拉(TSLA)$ </a> 预计1月份数据可能不太好,放一波利好强拉一把,如果拉不起来跌下去就真上不去了","listText":"<a href=\"https://laohu8.com/S/TSLA\">$特斯拉(TSLA)$ </a> 预计1月份数据可能不太好,放一波利好强拉一把,如果拉不起来跌下去就真上不去了","text":"$特斯拉(TSLA)$ 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14:15","market":"us","language":"zh","title":"特斯拉今年还能涨近两成?美国知名投行上调其目标价至500美元","url":"https://stock-news.laohu8.com/highlight/detail?id=1105984370","media":"老虎资讯综合","summary":"美国知名投行Piper Sandler在最新报告中将特斯拉描述为“最值得买入并持有”的股票,并将该股年终目标价从315美元上调至500美元。该行给出的这一目标价远高于目前华尔街分析师的平均目标价,是最看好特斯拉前景的大行之一。","content":"<html><head></head><body><p>1月22日,<a href=\"https://laohu8.com/S/TSLA\">特斯拉</a>再次成为华尔街分析师们关注的焦点。美国知名投行Piper Sandler在最新报告中将特斯拉描述为“最值得买入并持有”的股票,并将该股年终目标价从315美元上调至500美元。该行给出的这一目标价远高于目前华尔街分析师的平均目标价(约353美元),是最看好特斯拉前景的大行之一。</p><p>Piper Sandler的分析师Alexander Potter在上述报告中写道,特斯拉的上涨“最终将取决于新时代的机遇”,比如首席执行官埃隆·马斯克所说的“有史以来最伟大的产品——擎天柱(Optimus,人形机器人)。上述目标价意味着该股还能再涨近18%。</p><p>截至周二美股收盘,特斯拉跌0.57%,报424.07美元。此前,美国新任总统特朗普在周一晚间的一项行政命令中废除了其前任制定的支持电动汽车的政策。</p><p class=\"t-img-caption\"><img src=\"https://static.tigerbbs.com/b47fe971f0a5fb2ae8dbe1907ff6beb3\" title=\"\" tg-width=\"560\" tg-height=\"240\"/></p><p></p></body></html>","collect":0,"html":"<!DOCTYPE html>\n<html>\n<head>\n<meta http-equiv=\"Content-Type\" 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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\">2025-01-22 14:15</p>\n</div>\n\n</a>\n\n\n</h4>\n\n</header>\n<article>\n<html><head></head><body><p>1月22日,<a href=\"https://laohu8.com/S/TSLA\">特斯拉</a>再次成为华尔街分析师们关注的焦点。美国知名投行Piper Sandler在最新报告中将特斯拉描述为“最值得买入并持有”的股票,并将该股年终目标价从315美元上调至500美元。该行给出的这一目标价远高于目前华尔街分析师的平均目标价(约353美元),是最看好特斯拉前景的大行之一。</p><p>Piper Sandler的分析师Alexander Potter在上述报告中写道,特斯拉的上涨“最终将取决于新时代的机遇”,比如首席执行官埃隆·马斯克所说的“有史以来最伟大的产品——擎天柱(Optimus,人形机器人)。上述目标价意味着该股还能再涨近18%。</p><p>截至周二美股收盘,特斯拉跌0.57%,报424.07美元。此前,美国新任总统特朗普在周一晚间的一项行政命令中废除了其前任制定的支持电动汽车的政策。</p><p class=\"t-img-caption\"><img src=\"https://static.tigerbbs.com/b47fe971f0a5fb2ae8dbe1907ff6beb3\" title=\"\" tg-width=\"560\" tg-height=\"240\"/></p><p></p></body></html>\n\n</article>\n</div>\n</body>\n</html>\n","type":0,"thumbnail":"https://static.tigerbbs.com/e49ab90f6352b6ebbb45091ad18b5a2e","relate_stocks":{},"source_url":"","is_english":false,"share_image_url":"https://static.laohu8.com/e9f99090a1c2ed51c021029395664489","article_id":"1105984370","content_text":"1月22日,特斯拉再次成为华尔街分析师们关注的焦点。美国知名投行Piper Sandler在最新报告中将特斯拉描述为“最值得买入并持有”的股票,并将该股年终目标价从315美元上调至500美元。该行给出的这一目标价远高于目前华尔街分析师的平均目标价(约353美元),是最看好特斯拉前景的大行之一。Piper Sandler的分析师Alexander Potter在上述报告中写道,特斯拉的上涨“最终将取决于新时代的机遇”,比如首席执行官埃隆·马斯克所说的“有史以来最伟大的产品——擎天柱(Optimus,人形机器人)。上述目标价意味着该股还能再涨近18%。截至周二美股收盘,特斯拉跌0.57%,报424.07美元。此前,美国新任总统特朗普在周一晚间的一项行政命令中废除了其前任制定的支持电动汽车的政策。","news_type":1},"isVote":1,"tweetType":1,"viewCount":197,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"CN","totalScore":0},{"id":395044199449024,"gmtCreate":1737456540028,"gmtModify":1737464798107,"author":{"id":"3553256311875125","authorId":"3553256311875125","name":"老当益壮铁树开花","avatar":"https://static.tigerbbs.com/ffe9bdf2e928a90ce7307de1ff8b30ff","crmLevel":5,"crmLevelSwitch":0,"followedFlag":false,"idStr":"3553256311875125","authorIdStr":"3553256311875125"},"themes":[],"htmlText":"Replying to <a href=\"https://laohu8.com/U/3457619022400156\">@我要天天向上</a>:宁为玉碎不为瓦全,把这个中国哲学教给特朗普和马斯克。//<a href=\"https://laohu8.com/U/3457619022400156\">@我要天天向上</a>:别做梦了,美国得不到,癞蛤蟆想吃天鹅肉","listText":"Replying to <a href=\"https://laohu8.com/U/3457619022400156\">@我要天天向上</a>:宁为玉碎不为瓦全,把这个中国哲学教给特朗普和马斯克。//<a href=\"https://laohu8.com/U/3457619022400156\">@我要天天向上</a>:别做梦了,美国得不到,癞蛤蟆想吃天鹅肉","text":"Replying to @我要天天向上:宁为玉碎不为瓦全,把这个中国哲学教给特朗普和马斯克。//@我要天天向上:别做梦了,美国得不到,癞蛤蟆想吃天鹅肉","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":0,"commentSize":0,"repostSize":0,"link":"https://laohu8.com/post/395044199449024","isVote":1,"tweetType":1,"viewCount":712,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"CN","totalScore":0},{"id":393961656389848,"gmtCreate":1737207253721,"gmtModify":1737207255988,"author":{"id":"3553256311875125","authorId":"3553256311875125","name":"老当益壮铁树开花","avatar":"https://static.tigerbbs.com/ffe9bdf2e928a90ce7307de1ff8b30ff","crmLevel":5,"crmLevelSwitch":0,"followedFlag":false,"idStr":"3553256311875125","authorIdStr":"3553256311875125"},"themes":[],"htmlText":"这不仅仅是猜想吧,估计是资本的一厢情愿","listText":"这不仅仅是猜想吧,估计是资本的一厢情愿","text":"这不仅仅是猜想吧,估计是资本的一厢情愿","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":0,"commentSize":0,"repostSize":0,"link":"https://laohu8.com/post/393961656389848","repostId":"2504207791","repostType":2,"repost":{"id":"2504207791","kind":"live","pubTimestamp":1737186300,"share":"https://www.laohu8.com/m/news/2504207791?lang=&edition=full","pubTime":"2025-01-18 15:45","market":"us","language":"zh","title":"机构猜想小米今年或收购蔚来 小米公关部总经理回应","url":"https://stock-news.laohu8.com/highlight/detail?id=2504207791","media":"美港电讯","summary":"【机构猜想小米今年或收购蔚来 小米公关部总经理回应】金十数据1月18日讯,海通国际近日发布研究报告,提出2025年五大猜想。其中,海通国际认为小米将收购蔚来,蔚来换电使用范围得以扩大,甚至在专利保护下","content":"<html><body><p>【机构猜想小米今年或收购蔚来 小米公关部总经理回应】金十数据1月18日讯,海通国际近日发布研究报告,提出2025年五大猜想。其中,海通国际认为小米将收购蔚来,蔚来换电使用范围得以扩大,甚至在专利保护下开放给其他车企。理想、特斯拉、小米确立在中国智驾上的领先地位。对此,小米集团公关部总经理王化在微博发文称,“A做了关于2025年的五大猜想,请问被A猜想的两个企业该如何回应?以下三个选一个吧,朋友们你会选哪个?1:谁的猜想问谁去!(对熟悉的朋友口语版)2:企业不对第三方猜想发表评论(通用版)3:几点了,几个菜?(假装还没睡醒版)。”</p></body></html>","source":"live_meigang","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>机构猜想小米今年或收购蔚来 小米公关部总经理回应</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机构猜想小米今年或收购蔚来 小米公关部总经理回应\n</h2>\n\n<h4 class=\"meta\">\n\n\n2025-01-18 15:45 北京时间 <a href=https://www.ushknews.com/><strong>美港电讯</strong></a>\n\n\n</h4>\n\n</header>\n<article>\n<div>\n<p>【机构猜想小米今年或收购蔚来 小米公关部总经理回应】金十数据1月18日讯,海通国际近日发布研究报告,提出2025年五大猜想。其中,海通国际认为小米将收购蔚来,蔚来换电使用范围得以扩大,甚至在专利保护下开放给其他车企。理想、特斯拉、小米确立在中国智驾上的领先地位。对此,小米集团公关部总经理王化在微博发文称,“A做了关于2025年的五大猜想,请问被A猜想的两个企业该如何回应?以下三个选一个吧,朋友们你...</p>\n\n<a href=\"https://www.ushknews.com/\">Web Link</a>\n\n</div>\n\n\n</article>\n</div>\n</body>\n</html>\n","type":0,"thumbnail":"","relate_stocks":{"81810":"小米集团-WR","LU0234570918.USD":"高盛全球核心股票组合Acc Close","LU2250418816.HKD":"BGF WORLD TECHNOLOGY \"A\" (HKD) ACC","BK4543":"AI","LU1839511570.USD":"WELLS FARGO GLOBAL FACTOR ENHANCED EQUITY \"I\" (USD) ACC","SG9999015952.SGD":"LIONGLOBAL DISRUPTIVE INNOVATION \"I\" (SGD) ACC","09898":"微博-SW","BK4516":"特朗普概念","LU1435385759.SGD":"Natixis Loomis Sayles US Growth Equity RA SGD-H","LU0417516738.SGD":"Allianz Hong Kong Equity AT Acc SGD","LU2213496289.HKD":"ALLIANZ INCOME AND GROWTH \"AT\" (HKD) ACC","LU0056508442.USD":"贝莱德世界科技基金A2","LU1251922891.USD":"NINETY ONE GSF ALL CHINA EQUITY \"A\" (USD) ACC","BK4588":"碎股","XIACY":"小米集团ADR","SG9999002463.SGD":"LionGlobal China Growth SGD","LU0823413660.USD":"BNP PARIBAS EMERGING EQUITY \"C\" (USD) INC","LU0456827905.SGD":"JPMorgan Funds - China A (acc) SGD","LU0211977185.USD":"EASTSPRING INVESTMENTS GREATER CHINA EQUITY \"A\" 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小米公关部总经理回应】金十数据1月18日讯,海通国际近日发布研究报告,提出2025年五大猜想。其中,海通国际认为小米将收购蔚来,蔚来换电使用范围得以扩大,甚至在专利保护下开放给其他车企。理想、特斯拉、小米确立在中国智驾上的领先地位。对此,小米集团公关部总经理王化在微博发文称,“A做了关于2025年的五大猜想,请问被A猜想的两个企业该如何回应?以下三个选一个吧,朋友们你会选哪个?1:谁的猜想问谁去!(对熟悉的朋友口语版)2:企业不对第三方猜想发表评论(通用版)3:几点了,几个菜?(假装还没睡醒版)。”","news_type":1},"isVote":1,"tweetType":1,"viewCount":209,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"CN","totalScore":0},{"id":393961746010160,"gmtCreate":1737207106232,"gmtModify":1737207846899,"author":{"id":"3553256311875125","authorId":"3553256311875125","name":"老当益壮铁树开花","avatar":"https://static.tigerbbs.com/ffe9bdf2e928a90ce7307de1ff8b30ff","crmLevel":5,"crmLevelSwitch":0,"followedFlag":false,"idStr":"3553256311875125","authorIdStr":"3553256311875125"},"themes":[],"htmlText":"富国银行分析师看衰特斯拉:未来一年暴跌","listText":"富国银行分析师看衰特斯拉:未来一年暴跌","text":"富国银行分析师看衰特斯拉:未来一年暴跌","images":[{"img":"https://static.tigerbbs.com/5243a54999a80eb6cebe2ac84bbbc5ce","width":"1284","height":"2778"}],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":0,"commentSize":0,"repostSize":0,"link":"https://laohu8.com/post/393961746010160","isVote":1,"tweetType":1,"viewCount":333,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":1,"langContent":"CN","totalScore":0},{"id":393960675872880,"gmtCreate":1737206930209,"gmtModify":1737206931642,"author":{"id":"3553256311875125","authorId":"3553256311875125","name":"老当益壮铁树开花","avatar":"https://static.tigerbbs.com/ffe9bdf2e928a90ce7307de1ff8b30ff","crmLevel":5,"crmLevelSwitch":0,"followedFlag":false,"idStr":"3553256311875125","authorIdStr":"3553256311875125"},"themes":[],"htmlText":"美国金融业左脚踩右脚不断上涨的大法值得中国金融业同行学习","listText":"美国金融业左脚踩右脚不断上涨的大法值得中国金融业同行学习","text":"美国金融业左脚踩右脚不断上涨的大法值得中国金融业同行学习","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":0,"commentSize":0,"repostSize":0,"link":"https://laohu8.com/post/393960675872880","isVote":1,"tweetType":1,"viewCount":210,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"CN","totalScore":0},{"id":393885211058640,"gmtCreate":1737206036631,"gmtModify":1737206038957,"author":{"id":"3553256311875125","authorId":"3553256311875125","name":"老当益壮铁树开花","avatar":"https://static.tigerbbs.com/ffe9bdf2e928a90ce7307de1ff8b30ff","crmLevel":5,"crmLevelSwitch":0,"followedFlag":false,"idStr":"3553256311875125","authorIdStr":"3553256311875125"},"themes":[],"htmlText":"如果操作得当的话,任何一件坏事都会变成好事 如果应对失当的话,任何一件好事也会变成坏事","listText":"如果操作得当的话,任何一件坏事都会变成好事 如果应对失当的话,任何一件好事也会变成坏事","text":"如果操作得当的话,任何一件坏事都会变成好事 如果应对失当的话,任何一件好事也会变成坏事","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":0,"commentSize":0,"repostSize":0,"link":"https://laohu8.com/post/393885211058640","isVote":1,"tweetType":1,"viewCount":622,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"CN","totalScore":0},{"id":393741607469328,"gmtCreate":1737154150272,"gmtModify":1737154151755,"author":{"id":"3553256311875125","authorId":"3553256311875125","name":"老当益壮铁树开花","avatar":"https://static.tigerbbs.com/ffe9bdf2e928a90ce7307de1ff8b30ff","crmLevel":5,"crmLevelSwitch":0,"followedFlag":false,"idStr":"3553256311875125","authorIdStr":"3553256311875125"},"themes":[],"htmlText":"<a href=\"https://laohu8.com/S/TSLA\">$特斯拉(TSLA)$ </a> 看来新特斯拉是真不好卖了,都开始在今日头条上做直白的广告了,而且还开始降价1万了和有条件5年0利息了","listText":"<a href=\"https://laohu8.com/S/TSLA\">$特斯拉(TSLA)$ </a> 看来新特斯拉是真不好卖了,都开始在今日头条上做直白的广告了,而且还开始降价1万了和有条件5年0利息了","text":"$特斯拉(TSLA)$ 看来新特斯拉是真不好卖了,都开始在今日头条上做直白的广告了,而且还开始降价1万了和有条件5年0利息了","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":0,"commentSize":1,"repostSize":0,"link":"https://laohu8.com/post/393741607469328","isVote":1,"tweetType":1,"viewCount":284,"authorTweetTopStatus":1,"verified":2,"comments":[{"author":{"id":"3553256311875125","authorId":"3553256311875125","name":"老当益壮铁树开花","avatar":"https://static.tigerbbs.com/ffe9bdf2e928a90ce7307de1ff8b30ff","crmLevel":5,"crmLevelSwitch":0,"idStr":"3553256311875125","authorIdStr":"3553256311875125"},"content":"不仅有硬广告还有各种软广告(自媒体各种吹)","text":"不仅有硬广告还有各种软广告(自媒体各种吹)","html":"不仅有硬广告还有各种软广告(自媒体各种吹)"}],"imageCount":0,"langContent":"CN","totalScore":0},{"id":393580172595616,"gmtCreate":1737128997909,"gmtModify":1737129000060,"author":{"id":"3553256311875125","authorId":"3553256311875125","name":"老当益壮铁树开花","avatar":"https://static.tigerbbs.com/ffe9bdf2e928a90ce7307de1ff8b30ff","crmLevel":5,"crmLevelSwitch":0,"followedFlag":false,"idStr":"3553256311875125","authorIdStr":"3553256311875125"},"themes":[],"htmlText":"<a href=\"https://laohu8.com/S/TSLA\">$特斯拉(TSLA)$ </a> 我是今年特斯拉空头,本人是价值投机分子,估计有很多特斯拉价值投资或特斯拉教徒不屑空头,不过我还是斗胆出来说两句:主力在做假向上的K线,今年国内经济不会比去年好到哪去,特斯拉今年业绩大概率好不过今年,主力也很清楚,所以大概率主力前期诱敌深入,后期靠做空挣钱。各位小心。刚看到一个消息,特斯拉在美国汽车市场份额下降了,都是不祥之兆。","listText":"<a href=\"https://laohu8.com/S/TSLA\">$特斯拉(TSLA)$ </a> 我是今年特斯拉空头,本人是价值投机分子,估计有很多特斯拉价值投资或特斯拉教徒不屑空头,不过我还是斗胆出来说两句:主力在做假向上的K线,今年国内经济不会比去年好到哪去,特斯拉今年业绩大概率好不过今年,主力也很清楚,所以大概率主力前期诱敌深入,后期靠做空挣钱。各位小心。刚看到一个消息,特斯拉在美国汽车市场份额下降了,都是不祥之兆。","text":"$特斯拉(TSLA)$ 我是今年特斯拉空头,本人是价值投机分子,估计有很多特斯拉价值投资或特斯拉教徒不屑空头,不过我还是斗胆出来说两句:主力在做假向上的K线,今年国内经济不会比去年好到哪去,特斯拉今年业绩大概率好不过今年,主力也很清楚,所以大概率主力前期诱敌深入,后期靠做空挣钱。各位小心。刚看到一个消息,特斯拉在美国汽车市场份额下降了,都是不祥之兆。","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":3,"commentSize":13,"repostSize":0,"link":"https://laohu8.com/post/393580172595616","isVote":1,"tweetType":1,"viewCount":2641,"authorTweetTopStatus":1,"verified":2,"comments":[{"author":{"id":"3440897161812160","authorId":"3440897161812160","name":"james duan","avatar":"https://static.tigerbbs.com/748597b1707195ac7f0d050b2d351795","crmLevel":1,"crmLevelSwitch":0,"idStr":"3440897161812160","authorIdStr":"3440897161812160"},"content":"幽默 特斯拉是靠车挣钱吗 我们投的是马斯克这个人","text":"幽默 特斯拉是靠车挣钱吗 我们投的是马斯克这个人","html":"幽默 特斯拉是靠车挣钱吗 我们投的是马斯克这个人"}],"imageCount":0,"langContent":"CN","totalScore":0},{"id":393541665841656,"gmtCreate":1737122658361,"gmtModify":1737122660880,"author":{"id":"3553256311875125","authorId":"3553256311875125","name":"老当益壮铁树开花","avatar":"https://static.tigerbbs.com/ffe9bdf2e928a90ce7307de1ff8b30ff","crmLevel":5,"crmLevelSwitch":0,"followedFlag":false,"idStr":"3553256311875125","authorIdStr":"3553256311875125"},"themes":[],"htmlText":"Replying to <a href=\"https://laohu8.com/U/10000000000010488\">@欲山行</a>:[捂脸][捂脸][捂脸]//<a href=\"https://laohu8.com/U/10000000000010488\">@欲山行</a>:马上去大摩应聘了//<a href=\"https://laohu8.com/U/3553256311875125\">@老当益壮铁树开花</a>:你这水平挺高的,已经和大摩分析师不分伯仲了","listText":"Replying to <a href=\"https://laohu8.com/U/10000000000010488\">@欲山行</a>:[捂脸][捂脸][捂脸]//<a href=\"https://laohu8.com/U/10000000000010488\">@欲山行</a>:马上去大摩应聘了//<a href=\"https://laohu8.com/U/3553256311875125\">@老当益壮铁树开花</a>:你这水平挺高的,已经和大摩分析师不分伯仲了","text":"Replying to @欲山行:[捂脸][捂脸][捂脸]//@欲山行:马上去大摩应聘了//@老当益壮铁树开花:你这水平挺高的,已经和大摩分析师不分伯仲了","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":0,"commentSize":0,"repostSize":0,"link":"https://laohu8.com/post/393541665841656","isVote":1,"tweetType":1,"viewCount":367,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"CN","totalScore":0}],"hots":[{"id":284218946961480,"gmtCreate":1710420229088,"gmtModify":1710484469812,"author":{"id":"3553256311875125","authorId":"3553256311875125","name":"老当益壮铁树开花","avatar":"https://static.tigerbbs.com/ffe9bdf2e928a90ce7307de1ff8b30ff","crmLevel":5,"crmLevelSwitch":0,"followedFlag":false,"idStr":"3553256311875125","authorIdStr":"3553256311875125"},"themes":[],"htmlText":"<a href=\"https://laohu8.com/S/DIDIY\">$DiDi Global Inc.(DIDIY)$</a> 滴滴控制人也许暂时并不希望股价上涨,前些年为了发展,出让了大量股份,目前控制人股份并不多,完全依赖AB股模式掌控了公司。因此再还未收回足够股份之前,如果任由股价上涨,这并不是控制人所希望看见的。目前滴滴根本不缺钱,每年虽说账上亏钱,但实际上现金去年还能增加五六十亿。暂时出行基本盘很稳,他也不需要增发。目前就一个目的,低价回购股份。回收股份目的为了什么?将来需要股价上涨的时候可能更容易,他有可能会因为什么原因要让股价上涨呢?股友们猜猜","listText":"<a href=\"https://laohu8.com/S/DIDIY\">$DiDi Global Inc.(DIDIY)$</a> 滴滴控制人也许暂时并不希望股价上涨,前些年为了发展,出让了大量股份,目前控制人股份并不多,完全依赖AB股模式掌控了公司。因此再还未收回足够股份之前,如果任由股价上涨,这并不是控制人所希望看见的。目前滴滴根本不缺钱,每年虽说账上亏钱,但实际上现金去年还能增加五六十亿。暂时出行基本盘很稳,他也不需要增发。目前就一个目的,低价回购股份。回收股份目的为了什么?将来需要股价上涨的时候可能更容易,他有可能会因为什么原因要让股价上涨呢?股友们猜猜","text":"$DiDi Global Inc.(DIDIY)$ 滴滴控制人也许暂时并不希望股价上涨,前些年为了发展,出让了大量股份,目前控制人股份并不多,完全依赖AB股模式掌控了公司。因此再还未收回足够股份之前,如果任由股价上涨,这并不是控制人所希望看见的。目前滴滴根本不缺钱,每年虽说账上亏钱,但实际上现金去年还能增加五六十亿。暂时出行基本盘很稳,他也不需要增发。目前就一个目的,低价回购股份。回收股份目的为了什么?将来需要股价上涨的时候可能更容易,他有可能会因为什么原因要让股价上涨呢?股友们猜猜","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":4,"commentSize":16,"repostSize":0,"link":"https://laohu8.com/post/284218946961480","isVote":1,"tweetType":1,"viewCount":5215,"authorTweetTopStatus":1,"verified":2,"comments":[{"author":{"id":"3577485833954420","authorId":"3577485833954420","name":"沉着的钢笔","avatar":"https://static.tigerbbs.com/6d6c95943a1fc2079900bcae310b18f0","crmLevel":7,"crmLevelSwitch":0,"idStr":"3577485833954420","authorIdStr":"3577485833954420"},"content":"公告的10亿美金回购计划都不一定能完成,不会有新的回购计划","text":"公告的10亿美金回购计划都不一定能完成,不会有新的回购计划","html":"公告的10亿美金回购计划都不一定能完成,不会有新的回购计划"}],"imageCount":0,"langContent":"CN","totalScore":0},{"id":244352329548072,"gmtCreate":1700670981039,"gmtModify":1700670982918,"author":{"id":"3553256311875125","authorId":"3553256311875125","name":"老当益壮铁树开花","avatar":"https://static.tigerbbs.com/ffe9bdf2e928a90ce7307de1ff8b30ff","crmLevel":5,"crmLevelSwitch":0,"followedFlag":false,"idStr":"3553256311875125","authorIdStr":"3553256311875125"},"themes":[],"htmlText":"<a href=\"https://laohu8.com/S/FFIE\">$Faraday Future(FFIE)$ </a>能跑就跑吧,一分钱也别留下,FF为割韭菜而生这点毋庸置疑。另外电动车已经进入下半场,上卷下卷都已经没边了。上卷理想比亚迪长城蔚来不得已已经杀入60-100万区间,下卷五菱奇瑞领跑也杀入5-8万低价区间,电动车早已经不在风口,现在各方在红海区域杀的血流成河,FF从哪方面看都没有任何可能,没有必要为FF陪葬,哪怕还有300折合rmb也有2100呢,只要过了乌江还是有机会重整旗鼓、建功立业。","listText":"<a href=\"https://laohu8.com/S/FFIE\">$Faraday Future(FFIE)$ </a>能跑就跑吧,一分钱也别留下,FF为割韭菜而生这点毋庸置疑。另外电动车已经进入下半场,上卷下卷都已经没边了。上卷理想比亚迪长城蔚来不得已已经杀入60-100万区间,下卷五菱奇瑞领跑也杀入5-8万低价区间,电动车早已经不在风口,现在各方在红海区域杀的血流成河,FF从哪方面看都没有任何可能,没有必要为FF陪葬,哪怕还有300折合rmb也有2100呢,只要过了乌江还是有机会重整旗鼓、建功立业。","text":"$Faraday Future(FFIE)$ 能跑就跑吧,一分钱也别留下,FF为割韭菜而生这点毋庸置疑。另外电动车已经进入下半场,上卷下卷都已经没边了。上卷理想比亚迪长城蔚来不得已已经杀入60-100万区间,下卷五菱奇瑞领跑也杀入5-8万低价区间,电动车早已经不在风口,现在各方在红海区域杀的血流成河,FF从哪方面看都没有任何可能,没有必要为FF陪葬,哪怕还有300折合rmb也有2100呢,只要过了乌江还是有机会重整旗鼓、建功立业。","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":3,"commentSize":8,"repostSize":0,"link":"https://laohu8.com/post/244352329548072","isVote":1,"tweetType":1,"viewCount":2645,"authorTweetTopStatus":1,"verified":2,"comments":[{"author":{"id":"4124318481312602","authorId":"4124318481312602","name":"亲爱的苏东坡","avatar":"https://static.tigerbbs.com/5d60b7f314a0b1b2a71bc5431f2b11c5","crmLevel":2,"crmLevelSwitch":0,"idStr":"4124318481312602","authorIdStr":"4124318481312602"},"content":"没必要跑,跌了90%跑有什么意义,谁炒股这时候跑的,但是也不加仓","text":"没必要跑,跌了90%跑有什么意义,谁炒股这时候跑的,但是也不加仓","html":"没必要跑,跌了90%跑有什么意义,谁炒股这时候跑的,但是也不加仓"}],"imageCount":0,"langContent":"CN","totalScore":0},{"id":289527454023744,"gmtCreate":1711691946208,"gmtModify":1711980004755,"author":{"id":"3553256311875125","authorId":"3553256311875125","name":"老当益壮铁树开花","avatar":"https://static.tigerbbs.com/ffe9bdf2e928a90ce7307de1ff8b30ff","crmLevel":5,"crmLevelSwitch":0,"followedFlag":false,"idStr":"3553256311875125","authorIdStr":"3553256311875125"},"themes":[],"htmlText":"<a href=\"https://laohu8.com/S/TSLA\">$特斯拉(TSLA)$ </a><v-v data-views=\"0\"></v-v> 小米是特斯拉model3在中国有史以来碰到的真正对手。首先小米的雷总是很强悍的老板,也是做了几家很有名的企业,虽然不如马斯克强悍,但是雷总有本土化优势,在中国应该找不出第二个这么厉害的企业界人物。其次小米汽车上线,小米生态更加完善,生态化反的结果就是在合适的价格上短时间内产生50000个大定,我相信这里面绝对有一部分是准model3客户。毕竟su7和model3无论是车型定位价格续航都是如此相似。另外无论外形还是内在设计都很完美,电池续航实测500km也是足够用,这是后来者的优势,可以借鉴前人经验。接下来的变数就是看第一批交车的质量和反响以及后续交车的速度,如果都顺利的话,对特斯拉真是一个巨大的压力。相信以雷总的能力和人品,这些都不会有太大的变数,剩下的就交给时间检验了。唯一可以安慰特斯拉的是,model3不是主力车型,Model Y才是。","listText":"<a href=\"https://laohu8.com/S/TSLA\">$特斯拉(TSLA)$ </a><v-v data-views=\"0\"></v-v> 小米是特斯拉model3在中国有史以来碰到的真正对手。首先小米的雷总是很强悍的老板,也是做了几家很有名的企业,虽然不如马斯克强悍,但是雷总有本土化优势,在中国应该找不出第二个这么厉害的企业界人物。其次小米汽车上线,小米生态更加完善,生态化反的结果就是在合适的价格上短时间内产生50000个大定,我相信这里面绝对有一部分是准model3客户。毕竟su7和model3无论是车型定位价格续航都是如此相似。另外无论外形还是内在设计都很完美,电池续航实测500km也是足够用,这是后来者的优势,可以借鉴前人经验。接下来的变数就是看第一批交车的质量和反响以及后续交车的速度,如果都顺利的话,对特斯拉真是一个巨大的压力。相信以雷总的能力和人品,这些都不会有太大的变数,剩下的就交给时间检验了。唯一可以安慰特斯拉的是,model3不是主力车型,Model Y才是。","text":"$特斯拉(TSLA)$ 小米是特斯拉model3在中国有史以来碰到的真正对手。首先小米的雷总是很强悍的老板,也是做了几家很有名的企业,虽然不如马斯克强悍,但是雷总有本土化优势,在中国应该找不出第二个这么厉害的企业界人物。其次小米汽车上线,小米生态更加完善,生态化反的结果就是在合适的价格上短时间内产生50000个大定,我相信这里面绝对有一部分是准model3客户。毕竟su7和model3无论是车型定位价格续航都是如此相似。另外无论外形还是内在设计都很完美,电池续航实测500km也是足够用,这是后来者的优势,可以借鉴前人经验。接下来的变数就是看第一批交车的质量和反响以及后续交车的速度,如果都顺利的话,对特斯拉真是一个巨大的压力。相信以雷总的能力和人品,这些都不会有太大的变数,剩下的就交给时间检验了。唯一可以安慰特斯拉的是,model3不是主力车型,Model Y才是。","images":[],"top":1,"highlighted":2,"essential":1,"paper":1,"likeSize":9,"commentSize":16,"repostSize":0,"link":"https://laohu8.com/post/289527454023744","isVote":1,"tweetType":1,"viewCount":14493,"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":"你看马斯克在乎吗? 人家直接4月份加价. 特斯拉的受众群体只有很小的一部分接受小米产品. 就跟苹果的用户也只有很小一部分用小米. 特斯拉下个目标专注无人驾驶环节,小米的优势叫整合产能,但是小米量产的问题都还没解决. 所以你的分析就是看着很有道理,但是p用都没","text":"你看马斯克在乎吗? 人家直接4月份加价. 特斯拉的受众群体只有很小的一部分接受小米产品. 就跟苹果的用户也只有很小一部分用小米. 特斯拉下个目标专注无人驾驶环节,小米的优势叫整合产能,但是小米量产的问题都还没解决. 所以你的分析就是看着很有道理,但是p用都没","html":"你看马斯克在乎吗? 人家直接4月份加价. 特斯拉的受众群体只有很小的一部分接受小米产品. 就跟苹果的用户也只有很小一部分用小米. 特斯拉下个目标专注无人驾驶环节,小米的优势叫整合产能,但是小米量产的问题都还没解决. 所以你的分析就是看着很有道理,但是p用都没"}],"imageCount":0,"langContent":"CN","totalScore":0},{"id":311417523208392,"gmtCreate":1717049643491,"gmtModify":1717059763333,"author":{"id":"3553256311875125","authorId":"3553256311875125","name":"老当益壮铁树开花","avatar":"https://static.tigerbbs.com/ffe9bdf2e928a90ce7307de1ff8b30ff","crmLevel":5,"crmLevelSwitch":0,"followedFlag":false,"idStr":"3553256311875125","authorIdStr":"3553256311875125"},"themes":[],"htmlText":"<a href=\"https://laohu8.com/S/NVDA\">$英伟达(NVDA)$ </a> 英伟达的股价完全靠回购在撑着,现在这个股价,如果韭菜接续不上,英伟达的回购已经捉襟见肘,现在已经顾头不顾腚了,看看超级电脑已经扛不住了,只能通过拆股和加大回购来力撑局面,也许英伟达还有向上的可能,但是铡刀落下来是大概率事件,2亿哥已经开始撤退了,大机构跑路也是早晚的事,不知道这次下跌会不会又成就另外一个比尔黄呢?","listText":"<a href=\"https://laohu8.com/S/NVDA\">$英伟达(NVDA)$ </a> 英伟达的股价完全靠回购在撑着,现在这个股价,如果韭菜接续不上,英伟达的回购已经捉襟见肘,现在已经顾头不顾腚了,看看超级电脑已经扛不住了,只能通过拆股和加大回购来力撑局面,也许英伟达还有向上的可能,但是铡刀落下来是大概率事件,2亿哥已经开始撤退了,大机构跑路也是早晚的事,不知道这次下跌会不会又成就另外一个比尔黄呢?","text":"$英伟达(NVDA)$ 英伟达的股价完全靠回购在撑着,现在这个股价,如果韭菜接续不上,英伟达的回购已经捉襟见肘,现在已经顾头不顾腚了,看看超级电脑已经扛不住了,只能通过拆股和加大回购来力撑局面,也许英伟达还有向上的可能,但是铡刀落下来是大概率事件,2亿哥已经开始撤退了,大机构跑路也是早晚的事,不知道这次下跌会不会又成就另外一个比尔黄呢?","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":3,"commentSize":11,"repostSize":0,"link":"https://laohu8.com/post/311417523208392","isVote":1,"tweetType":1,"viewCount":11366,"authorTweetTopStatus":1,"verified":2,"comments":[{"author":{"id":"312848655464430","authorId":"312848655464430","name":"好奇怪的名字","avatar":"https://static.tigerbbs.com/f81810a251f1dc1d54532d18cdec30ce","crmLevel":9,"crmLevelSwitch":0,"idStr":"312848655464430","authorIdStr":"312848655464430"},"content":"这个简单的怀疑,阴谋论而已。美股你要货真价实来个让人信服的报告,你先空,顺便号召大家一起空他。如果大家都听你的,你就发达了 [开心] [开心] [开心]","text":"这个简单的怀疑,阴谋论而已。美股你要货真价实来个让人信服的报告,你先空,顺便号召大家一起空他。如果大家都听你的,你就发达了 [开心] [开心] [开心]","html":"这个简单的怀疑,阴谋论而已。美股你要货真价实来个让人信服的报告,你先空,顺便号召大家一起空他。如果大家都听你的,你就发达了 [开心] [开心] [开心]"}],"imageCount":0,"langContent":"CN","totalScore":0},{"id":188123636175008,"gmtCreate":1686954220935,"gmtModify":1686954222141,"author":{"id":"3553256311875125","authorId":"3553256311875125","name":"老当益壮铁树开花","avatar":"https://static.tigerbbs.com/ffe9bdf2e928a90ce7307de1ff8b30ff","crmLevel":5,"crmLevelSwitch":0,"followedFlag":false,"idStr":"3553256311875125","authorIdStr":"3553256311875125"},"themes":[],"htmlText":"<a href=\"https://laohu8.com/S/FFIE\">$Faraday Future(FFIE)$ </a>贾总终于还是开出了核动力韭菜收割机,他说:我要收割你们,谁赞成谁反对?","listText":"<a href=\"https://laohu8.com/S/FFIE\">$Faraday Future(FFIE)$ </a>贾总终于还是开出了核动力韭菜收割机,他说:我要收割你们,谁赞成谁反对?","text":"$Faraday Future(FFIE)$ 贾总终于还是开出了核动力韭菜收割机,他说:我要收割你们,谁赞成谁反对?","images":[],"top":1,"highlighted":2,"essential":1,"paper":1,"likeSize":5,"commentSize":27,"repostSize":2,"link":"https://laohu8.com/post/188123636175008","isVote":1,"tweetType":1,"viewCount":7121,"authorTweetTopStatus":1,"verified":2,"comments":[{"author":{"id":"3546699087274420","authorId":"3546699087274420","name":"曾经沧海01","avatar":"https://static.laohu8.com/default-avatar.jpg","crmLevel":1,"crmLevelSwitch":1,"idStr":"3546699087274420","authorIdStr":"3546699087274420"},"content":"既然买了就坚定支持,既然不看好就认赔出局。我认为FF发行认股权筹得资金以生产是利多的好事。FF现金即将告罄,如果能够筹得现金对股民的信心是一个巨大的支持。","text":"既然买了就坚定支持,既然不看好就认赔出局。我认为FF发行认股权筹得资金以生产是利多的好事。FF现金即将告罄,如果能够筹得现金对股民的信心是一个巨大的支持。","html":"既然买了就坚定支持,既然不看好就认赔出局。我认为FF发行认股权筹得资金以生产是利多的好事。FF现金即将告罄,如果能够筹得现金对股民的信心是一个巨大的支持。"}],"imageCount":0,"langContent":"CN","totalScore":0},{"id":293483427537104,"gmtCreate":1712670759864,"gmtModify":1712725330663,"author":{"id":"3553256311875125","authorId":"3553256311875125","name":"老当益壮铁树开花","avatar":"https://static.tigerbbs.com/ffe9bdf2e928a90ce7307de1ff8b30ff","crmLevel":5,"crmLevelSwitch":0,"followedFlag":false,"idStr":"3553256311875125","authorIdStr":"3553256311875125"},"themes":[],"htmlText":"<a href=\"https://laohu8.com/S/TSLA\">$特斯拉(TSLA)$ </a> 完犊子了,特斯拉中国4月份第一周才交付不到两千辆,折合一个月不到8000辆,蔚来都比特斯拉卖得多,这是3月份的销量拔苗助长把韭菜都割完了吗?","listText":"<a href=\"https://laohu8.com/S/TSLA\">$特斯拉(TSLA)$ </a> 完犊子了,特斯拉中国4月份第一周才交付不到两千辆,折合一个月不到8000辆,蔚来都比特斯拉卖得多,这是3月份的销量拔苗助长把韭菜都割完了吗?","text":"$特斯拉(TSLA)$ 完犊子了,特斯拉中国4月份第一周才交付不到两千辆,折合一个月不到8000辆,蔚来都比特斯拉卖得多,这是3月份的销量拔苗助长把韭菜都割完了吗?","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":4,"commentSize":5,"repostSize":0,"link":"https://laohu8.com/post/293483427537104","isVote":1,"tweetType":1,"viewCount":11677,"authorTweetTopStatus":1,"verified":2,"comments":[{"author":{"id":"9000000000000287","authorId":"9000000000000287","name":"控盘坐庄最在行","avatar":"https://static.tigerbbs.com/5a977361ffd7d622dc726dffd6d9f01d","crmLevel":1,"crmLevelSwitch":0,"idStr":"9000000000000287","authorIdStr":"9000000000000287"},"content":"特斯拉的销量在中国可能受到了一些挑战,但我认为不能就此得出特斯拉完犊子的结论。","text":"特斯拉的销量在中国可能受到了一些挑战,但我认为不能就此得出特斯拉完犊子的结论。","html":"特斯拉的销量在中国可能受到了一些挑战,但我认为不能就此得出特斯拉完犊子的结论。"}],"imageCount":0,"langContent":"CN","totalScore":0},{"id":825601451,"gmtCreate":1634220282510,"gmtModify":1634220710278,"author":{"id":"3553256311875125","authorId":"3553256311875125","name":"老当益壮铁树开花","avatar":"https://static.tigerbbs.com/ffe9bdf2e928a90ce7307de1ff8b30ff","crmLevel":5,"crmLevelSwitch":0,"followedFlag":false,"idStr":"3553256311875125","authorIdStr":"3553256311875125"},"themes":[],"htmlText":"<a href=\"https://laohu8.com/S/TIGR\">$老虎证券(TIGR)$</a>8.30不知道是抄到山腰上还是山脖子上","listText":"<a href=\"https://laohu8.com/S/TIGR\">$老虎证券(TIGR)$</a>8.30不知道是抄到山腰上还是山脖子上","text":"$老虎证券(TIGR)$8.30不知道是抄到山腰上还是山脖子上","images":[],"top":1,"highlighted":2,"essential":1,"paper":1,"likeSize":22,"commentSize":15,"repostSize":0,"link":"https://laohu8.com/post/825601451","isVote":1,"tweetType":1,"viewCount":8253,"authorTweetTopStatus":1,"verified":2,"comments":[{"author":{"id":"3573392267851875","authorId":"3573392267851875","name":"_Artrane","avatar":"https://static.tigerbbs.com/2c8bf9edd8a597887dbd1c4957c57eb3","crmLevel":4,"crmLevelSwitch":0,"idStr":"3573392267851875","authorIdStr":"3573392267851875"},"content":"永远别抄中概的底 上头一句话就可以让你赔的倾家荡产","text":"永远别抄中概的底 上头一句话就可以让你赔的倾家荡产","html":"永远别抄中概的底 上头一句话就可以让你赔的倾家荡产"}],"imageCount":0,"langContent":"CN","totalScore":0},{"id":217385840169064,"gmtCreate":1694096703912,"gmtModify":1694097478958,"author":{"id":"3553256311875125","authorId":"3553256311875125","name":"老当益壮铁树开花","avatar":"https://static.tigerbbs.com/ffe9bdf2e928a90ce7307de1ff8b30ff","crmLevel":5,"crmLevelSwitch":0,"followedFlag":false,"idStr":"3553256311875125","authorIdStr":"3553256311875125"},"themes":[],"htmlText":"<a href=\"https://laohu8.com/S/FFIE\">$Faraday Future(FFIE)$ </a>庆幸自己提早两个月逃离老贾的魔掌,否则等到现在只能上天台了。短短一个来月账户又除以6。美国证监会是不是眼瞎,竟然让这么一群人在美股作恶","listText":"<a href=\"https://laohu8.com/S/FFIE\">$Faraday Future(FFIE)$ </a>庆幸自己提早两个月逃离老贾的魔掌,否则等到现在只能上天台了。短短一个来月账户又除以6。美国证监会是不是眼瞎,竟然让这么一群人在美股作恶","text":"$Faraday Future(FFIE)$ 庆幸自己提早两个月逃离老贾的魔掌,否则等到现在只能上天台了。短短一个来月账户又除以6。美国证监会是不是眼瞎,竟然让这么一群人在美股作恶","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":2,"commentSize":3,"repostSize":0,"link":"https://laohu8.com/post/217385840169064","isVote":1,"tweetType":1,"viewCount":1999,"authorTweetTopStatus":1,"verified":2,"comments":[{"author":{"id":"3536703324014623","authorId":"3536703324014623","name":"虎牙哥俩","avatar":"https://static.tigerbbs.com/ececcfc7816da35962ed9dd6b249bbc9","crmLevel":6,"crmLevelSwitch":0,"idStr":"3536703324014623","authorIdStr":"3536703324014623"},"content":"抓紧卖房加仓","text":"抓紧卖房加仓","html":"抓紧卖房加仓"}],"imageCount":0,"langContent":"CN","totalScore":0},{"id":865964893,"gmtCreate":1632931904535,"gmtModify":1632933358021,"author":{"id":"3553256311875125","authorId":"3553256311875125","name":"老当益壮铁树开花","avatar":"https://static.tigerbbs.com/ffe9bdf2e928a90ce7307de1ff8b30ff","crmLevel":5,"crmLevelSwitch":0,"followedFlag":false,"idStr":"3553256311875125","authorIdStr":"3553256311875125"},"themes":[],"htmlText":"<a href=\"https://laohu8.com/S/TIGR\">$老虎证券(TIGR)$</a>9.5买100股,8.5买200股,7.5买400股,6.5买800股,5.5买1200股,大家觉得这个策略可行吗?","listText":"<a href=\"https://laohu8.com/S/TIGR\">$老虎证券(TIGR)$</a>9.5买100股,8.5买200股,7.5买400股,6.5买800股,5.5买1200股,大家觉得这个策略可行吗?","text":"$老虎证券(TIGR)$9.5买100股,8.5买200股,7.5买400股,6.5买800股,5.5买1200股,大家觉得这个策略可行吗?","images":[],"top":1,"highlighted":2,"essential":1,"paper":1,"likeSize":16,"commentSize":13,"repostSize":2,"link":"https://laohu8.com/post/865964893","isVote":1,"tweetType":1,"viewCount":6019,"authorTweetTopStatus":1,"verified":2,"comments":[{"author":{"id":"3535534056126844","authorId":"3535534056126844","name":"高级","avatar":"https://static.laohu8.com/default-avatar.jpg","crmLevel":1,"crmLevelSwitch":0,"idStr":"3535534056126844","authorIdStr":"3535534056126844"},"content":"有钱可以。如果跌到一块你要买多少股","text":"有钱可以。如果跌到一块你要买多少股","html":"有钱可以。如果跌到一块你要买多少股"}],"imageCount":0,"langContent":"CN","totalScore":0},{"id":393580172595616,"gmtCreate":1737128997909,"gmtModify":1737129000060,"author":{"id":"3553256311875125","authorId":"3553256311875125","name":"老当益壮铁树开花","avatar":"https://static.tigerbbs.com/ffe9bdf2e928a90ce7307de1ff8b30ff","crmLevel":5,"crmLevelSwitch":0,"followedFlag":false,"idStr":"3553256311875125","authorIdStr":"3553256311875125"},"themes":[],"htmlText":"<a href=\"https://laohu8.com/S/TSLA\">$特斯拉(TSLA)$ </a> 我是今年特斯拉空头,本人是价值投机分子,估计有很多特斯拉价值投资或特斯拉教徒不屑空头,不过我还是斗胆出来说两句:主力在做假向上的K线,今年国内经济不会比去年好到哪去,特斯拉今年业绩大概率好不过今年,主力也很清楚,所以大概率主力前期诱敌深入,后期靠做空挣钱。各位小心。刚看到一个消息,特斯拉在美国汽车市场份额下降了,都是不祥之兆。","listText":"<a href=\"https://laohu8.com/S/TSLA\">$特斯拉(TSLA)$ </a> 我是今年特斯拉空头,本人是价值投机分子,估计有很多特斯拉价值投资或特斯拉教徒不屑空头,不过我还是斗胆出来说两句:主力在做假向上的K线,今年国内经济不会比去年好到哪去,特斯拉今年业绩大概率好不过今年,主力也很清楚,所以大概率主力前期诱敌深入,后期靠做空挣钱。各位小心。刚看到一个消息,特斯拉在美国汽车市场份额下降了,都是不祥之兆。","text":"$特斯拉(TSLA)$ 我是今年特斯拉空头,本人是价值投机分子,估计有很多特斯拉价值投资或特斯拉教徒不屑空头,不过我还是斗胆出来说两句:主力在做假向上的K线,今年国内经济不会比去年好到哪去,特斯拉今年业绩大概率好不过今年,主力也很清楚,所以大概率主力前期诱敌深入,后期靠做空挣钱。各位小心。刚看到一个消息,特斯拉在美国汽车市场份额下降了,都是不祥之兆。","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":3,"commentSize":13,"repostSize":0,"link":"https://laohu8.com/post/393580172595616","isVote":1,"tweetType":1,"viewCount":2641,"authorTweetTopStatus":1,"verified":2,"comments":[{"author":{"id":"3440897161812160","authorId":"3440897161812160","name":"james 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股价下跌我们先看看大股东减持情况,Uber减持了1.21%股份,将近5000万股,这么大的量,对于一天一千万成交量的滴滴来讲是沉重的抛压。而大股东软银还占有20%股份,二股东Uber占约9%的股份。鉴于滴滴业务基本成型,发展和想象空间有限,企业利润有限基本没有分红。另外滴滴实行AB股,软银和Uber基本没有话语权,在纳斯达克软银为了捧ARM、Uber自身急需现金流,因此他们都有抛售股份的欲望,按现在的股价算市值也一百多亿美金,相对于滴滴回购的10亿美金来说简直就是不够塞牙缝的。 自动驾驶网约车对滴滴业务的巨大影响 最近武汉的萝卜快跑几乎霸屏了,10公里3.9元对滴滴网约车的价格简直就是降维打击,互联网的规则就是消灭滴滴的不是另一个滴滴,而是萝卜快跑。当然滴滴暂时还不会被消灭,但是,一旦萝卜快跑大面积铺开的话,无疑,将对滴滴是一个巨大的打击。不仅业务量将大幅减少,单价也将不得不下降。以后滴滴将只是自动驾驶网约车的辅助地位,也许市值将来到现在的1/10甚至更少。 政策的影响无时不在 滴滴因为牵涉到国家数据安全、乘客安全、民生就业等方面,必然会受到政策各方面限制,从而影响到滴滴的融资,运营费用难以优化,业务提成有限,经常性的补贴活动,这些都导致滴滴看似在一个好的赛道","listText":"<a href=\"https://laohu8.com/S/DIDIY\">$DiDi Global Inc.(DIDIY)$</a> 滴滴出行股价的三座大山 滴滴出行股价再次冲到5块钱,又雪崩回来,已经到达3.7元区域。上一次类似结局还是在2023年初。彼时滴滴app刚解禁允许上架,加上疫情刚过,利好叠加冲击一波到5块钱,接着就逐渐回落,最低到2.5元。理论上说滴滴是一个护城河很宽的公司,没有理由不被看好,公司股价为什么始终起不来呢? 大股东减持的压力 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href=\"https://laohu8.com/S/NVDA\">$英伟达(NVDA)$ </a> 英伟达从业绩来看,预计一季度还是翻倍业绩,具备上涨的底气。美股处于高位,在其他其他科技大哥低迷之时,当前英伟达还是风口上的天选之子,带领大盘上冲责无旁贷,如果主力要撤退还能起到掩护断后的作用。等二三季度可能业绩增长就慢慢放缓,没那么耀眼了,所以时势造英雄,英伟达必须涨,是业绩的需要,是华尔街的需要,也是股民的需要。","listText":"<a href=\"https://laohu8.com/S/NVDA\">$英伟达(NVDA)$ </a> 英伟达从业绩来看,预计一季度还是翻倍业绩,具备上涨的底气。美股处于高位,在其他其他科技大哥低迷之时,当前英伟达还是风口上的天选之子,带领大盘上冲责无旁贷,如果主力要撤退还能起到掩护断后的作用。等二三季度可能业绩增长就慢慢放缓,没那么耀眼了,所以时势造英雄,英伟达必须涨,是业绩的需要,是华尔街的需要,也是股民的需要。","text":"$英伟达(NVDA)$ 英伟达从业绩来看,预计一季度还是翻倍业绩,具备上涨的底气。美股处于高位,在其他其他科技大哥低迷之时,当前英伟达还是风口上的天选之子,带领大盘上冲责无旁贷,如果主力要撤退还能起到掩护断后的作用。等二三季度可能业绩增长就慢慢放缓,没那么耀眼了,所以时势造英雄,英伟达必须涨,是业绩的需要,是华尔街的需要,也是股民的需要。","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":19,"commentSize":6,"repostSize":0,"link":"https://laohu8.com/post/294160310243624","isVote":1,"tweetType":1,"viewCount":15531,"authorTweetTopStatus":1,"verified":2,"comments":[{"author":{"id":"10000000000010303","authorId":"10000000000010303","name":"每天涨停板敢死队","avatar":"https://static.tigerbbs.com/b17af8d14081700b793911bb75de6b67","crmLevel":1,"crmLevelSwitch":0,"idStr":"10000000000010303","authorIdStr":"10000000000010303"},"content":"尤其是在其他科技公司低迷的情况下,英伟达仍然保持着强劲的上涨势头,给市场带来了很大的动力。","text":"尤其是在其他科技公司低迷的情况下,英伟达仍然保持着强劲的上涨势头,给市场带来了很大的动力。","html":"尤其是在其他科技公司低迷的情况下,英伟达仍然保持着强劲的上涨势头,给市场带来了很大的动力。"}],"imageCount":0,"langContent":"CN","totalScore":0},{"id":825199147,"gmtCreate":1634207092908,"gmtModify":1634207137532,"author":{"id":"3553256311875125","authorId":"3553256311875125","name":"老当益壮铁树开花","avatar":"https://static.tigerbbs.com/ffe9bdf2e928a90ce7307de1ff8b30ff","crmLevel":5,"crmLevelSwitch":0,"followedFlag":false,"idStr":"3553256311875125","authorIdStr":"3553256311875125"},"themes":[],"htmlText":"<a 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href=\"https://laohu8.com/S/DIDIY\">$DiDi Global Inc.(DIDIY)$ </a>如果按护城河理论,滴滴的护城河应该算很宽的吧。所以滴滴很有投资价值。","text":"$DiDi Global Inc.(DIDIY)$ 如果按护城河理论,滴滴的护城河应该算很宽的吧。所以滴滴很有投资价值。","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":3,"commentSize":4,"repostSize":0,"link":"https://laohu8.com/post/205316514476136","isVote":1,"tweetType":1,"viewCount":2609,"authorTweetTopStatus":1,"verified":2,"comments":[{"author":{"id":"3571209630068066","authorId":"3571209630068066","name":"小福哥儿","avatar":"https://static.tigerbbs.com/1ef9be0add6c14d1316034a0077e646c","crmLevel":2,"crmLevelSwitch":0,"idStr":"3571209630068066","authorIdStr":"3571209630068066"},"content":"这股是什么股票?","text":"这股是什么股票?","html":"这股是什么股票?"}],"imageCount":0,"langContent":"CN","totalScore":0},{"id":203501876228152,"gmtCreate":1690694918238,"gmtModify":1690694920682,"author":{"id":"3553256311875125","authorId":"3553256311875125","name":"老当益壮铁树开花","avatar":"https://static.tigerbbs.com/ffe9bdf2e928a90ce7307de1ff8b30ff","crmLevel":5,"crmLevelSwitch":0,"followedFlag":false,"idStr":"3553256311875125","authorIdStr":"3553256311875125"},"themes":[],"htmlText":"<a 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