+关注
畜牧教主马斯克
信徒基本守则:特斯拉不是车企,是规模最大的养殖业公司。做空/卖出特斯拉就是认知不够,跌了只能加仓,马大炮是神!马大炮拯救世界!2025特斯拉改名特能吹!要相信自己的认知永远是最高的!
IP属地:海南
84
关注
314
粉丝
1
主题
0
勋章
主贴
热门
畜牧教主马斯克
12-05 16:17
所有公司都应该向特斯拉看齐,要想一直涨ceo得整天出来安排一些吸引眼球的活动,然后再经常说自己要参与什么新的领域,最后嘛当然是有自己的畜牧业培养一批忠诚的粉丝成立一个教会。
为什么Snowflake业绩“超预期”,股价却大跌?
畜牧教主马斯克
12-05 10:16
重心在畜牧业能弄好机器人吗[开心]
特斯拉(TSLA)发布片段 展示机器人Optimus跑步
畜牧教主马斯克
12-05 10:13
Replying to
@畜牧教主马斯克
:马圣的畜牧业也不行啊,最近都在养狗吗[开心]//
@畜牧教主马斯克
:马圣的承诺不过都是为了拉升股价
畜牧教主马斯克
12-04 20:53
马圣的承诺不过都是为了拉升股价
畜牧教主马斯克
12-03
稳定的生产线都还没有一条就开始画上饼了[强]
马斯克官宣:Optimus人形机器人复数形式定为Optimi 产能目标远大
畜牧教主马斯克
12-02
众人皆醉唯我马圣独醒?FSD对得起你英文全称吗?也叫别人用。什么时候由你特斯拉担责再说授权的事情吧,免费帮你做测试还得自己担责只有认知高聪明的信徒们才会做。
没有车企愿用特斯拉FSD 马斯克破防:他们属实是疯了
畜牧教主马斯克
12-02
邪恶教会必须被打倒[财迷]
畜牧教主马斯克
12-02
打倒邪教[财迷]
畜牧教主马斯克
12-02
不信教股价就会下跌,不得不信教。一万多亿市值里面一万亿是信仰[开心]
《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”
畜牧教主马斯克
12-02
饼越画越多,到时候噎不死马圣[开心]
“大空头”开火:特斯拉估值高得离谱,马斯克天价薪酬稀释股票
畜牧教主马斯克
11-29
这又是某些人为了抹黑特斯拉捏造的新闻吧?马圣附体别说出故障就是重卡也敢正面碰而无伤。
特斯拉Model 3高速突然失去动力,官方未明确原因车主不敢开
畜牧教主马斯克
11-28
别的传统车企都不用你的还指望扩大影响力嘛?宗教里的人自己玩玩得了。
抱歉,原内容已删除
畜牧教主马斯克
11-26
万亿估值的创业公司,也就有养殖业第一人的马圣有这个实力了吧
有分析师指特斯拉股价有望涨至525美元:传统车企无法像创业公司那样思考
畜牧教主马斯克
11-26
假新闻,特斯拉从来不出事故,出事故的人已经开不了口了。
数据显示特斯拉为美国最危险汽车品牌
畜牧教主马斯克
11-24
其他大饼还没落地又画了一个大饼,无实物表演。极致的x控盘,马圣又显灵了。
马斯克:每周亲自主持芯片设计会议,计划实现AI芯片快速量产目标
畜牧教主马斯克
11-24
[微笑] 每次都是一点实物都没有,给人一个表现很积极的样子仅此而已。
美股异动丨特斯拉盘初涨近5% 马斯克称将“深度参与”人工智能芯片设计
畜牧教主马斯克
11-24
别的人要好多年而马圣只要想建一天足矣,然后可以用几天时间超过台积电。如果不行?不行还是马圣吗?
月产百万片的Fab超级工厂!马斯克多久能建成?
畜牧教主马斯克
11-21
想和马圣做朋友你得先有自己的畜牧业才行,让下面的人把你当成神一样膜拜才有机会和“神”做朋友[开心]
段永平:我不想跟马斯克做朋友,但投资特斯拉还是可以的
畜牧教主马斯克
11-21
$特斯拉(TSLA)$
今晚收不回400就继续持有,下个目标340,看看马圣今晚显灵发不发x控盘[开心]
畜牧教主马斯克
11-21
$特斯拉(TSLA)$
今晚拿下400,下个目标把马圣加仓的部分套牢[开心] 让他老老实实干10年
去老虎APP查看更多动态
{"i18n":{"language":"zh_CN"},"userPageInfo":{"id":"3560418186602071","uuid":"3560418186602071","gmtCreate":1597324765377,"gmtModify":1761123135172,"name":"畜牧教主马斯克","pinyin":"cmjzmskchumujiaozhumasike","introduction":"","introductionEn":"","signature":"信徒基本守则:特斯拉不是车企,是规模最大的养殖业公司。做空/卖出特斯拉就是认知不够,跌了只能加仓,马大炮是神!马大炮拯救世界!2025特斯拉改名特能吹!要相信自己的认知永远是最高的!","avatar":"https://static.tigerbbs.com/58bf1dddf2200bde0bbfcaedaadea959","hat":"https://static.tigerbbs.com/f3e7f6253c885de8bad6403055b76aab","hatId":"award-c8da655dbb57d68ec776f214a7908b6d","hatName":"2025新年头像框","vip":1,"status":2,"fanSize":314,"headSize":84,"tweetSize":1558,"questionSize":0,"limitLevel":999,"accountStatus":4,"level":{"id":3,"name":"书生虎","nameTw":"書生虎","represent":"努力向上","factor":"发布10条非转发主帖,其中5条获得他人回复或点赞","iconColor":"3C9E83","bgColor":"A2F1D9"},"themeCounts":1,"badgeCounts":0,"badges":[],"moderator":false,"superModerator":false,"manageSymbols":null,"badgeLevel":null,"boolIsFan":false,"boolIsHead":false,"favoriteSize":3,"symbols":null,"coverImage":null,"realNameVerified":null,"userBadges":[{"badgeId":"e50ce593bb40487ebfb542ca54f6a561-3","templateUuid":"e50ce593bb40487ebfb542ca54f6a561","name":"偶像虎友","description":"加入老虎社区1500天","bigImgUrl":"https://static.tigerbbs.com/8b40ae7da5bf081a1c84df14bf9e6367","smallImgUrl":"https://static.tigerbbs.com/f160eceddd7c284a8e1136557615cfad","grayImgUrl":"https://static.tigerbbs.com/11792805c468334a9b31c39f95a41c6a","redirectLinkEnabled":0,"redirectLink":null,"hasAllocated":1,"isWearing":0,"stamp":null,"stampPosition":0,"hasStamp":0,"allocationCount":1,"allocatedDate":"2024.09.22","exceedPercentage":null,"individualDisplayEnabled":0,"backgroundColor":null,"fontColor":null,"individualDisplaySort":0,"categoryType":1001},{"badgeId":"228c86a078844d74991fff2b7ab2428d-3","templateUuid":"228c86a078844d74991fff2b7ab2428d","name":"投资合伙人虎","description":"证券账户累计交易金额达到100万美元","bigImgUrl":"https://static.tigerbbs.com/fbeac6bb240db7da8b972e5183d050ba","smallImgUrl":"https://static.tigerbbs.com/436cdf80292b99f0a992e78750ac4e3a","grayImgUrl":"https://static.tigerbbs.com/506a259a7b456f037592c3b23c779599","redirectLinkEnabled":0,"redirectLink":null,"hasAllocated":1,"isWearing":0,"stamp":null,"stampPosition":0,"hasStamp":0,"allocationCount":1,"allocatedDate":"2021.12.28","exceedPercentage":"93.47%","individualDisplayEnabled":0,"backgroundColor":null,"fontColor":null,"individualDisplaySort":0,"categoryType":1101},{"badgeId":"976c19eed35f4cd78f17501c2e99ef37-1","templateUuid":"976c19eed35f4cd78f17501c2e99ef37","name":"博闻投资者","description":"累计交易超过10只正股","bigImgUrl":"https://static.tigerbbs.com/e74cc24115c4fbae6154ec1b1041bf47","smallImgUrl":"https://static.tigerbbs.com/d48265cbfd97c57f9048db29f22227b0","grayImgUrl":"https://static.tigerbbs.com/76c6d6898b073c77e1c537ebe9ac1c57","redirectLinkEnabled":0,"redirectLink":null,"hasAllocated":1,"isWearing":0,"stamp":null,"stampPosition":0,"hasStamp":0,"allocationCount":1,"allocatedDate":"2021.12.21","exceedPercentage":null,"individualDisplayEnabled":0,"backgroundColor":null,"fontColor":null,"individualDisplaySort":0,"categoryType":1102},{"badgeId":"518b5610c3e8410da5cfad115e4b0f5a-1","templateUuid":"518b5610c3e8410da5cfad115e4b0f5a","name":"实盘交易者","description":"完成一笔实盘交易","bigImgUrl":"https://static.tigerbbs.com/2e08a1cc2087a1de93402c2c290fa65b","smallImgUrl":"https://static.tigerbbs.com/4504a6397ce1137932d56e5f4ce27166","grayImgUrl":"https://static.tigerbbs.com/4b22c79415b4cd6e3d8ebc4a0fa32604","redirectLinkEnabled":0,"redirectLink":null,"hasAllocated":1,"isWearing":0,"stamp":null,"stampPosition":0,"hasStamp":0,"allocationCount":1,"allocatedDate":"2021.12.21","exceedPercentage":null,"individualDisplayEnabled":0,"backgroundColor":null,"fontColor":null,"individualDisplaySort":0,"categoryType":1100},{"badgeId":"35ec162348d5460f88c959321e554969-3","templateUuid":"35ec162348d5460f88c959321e554969","name":"传说交易员","description":"证券或期货账户累计交易次数达到300次","bigImgUrl":"https://static.tigerbbs.com/656db16598a0b8f21429e10d6c1cb033","smallImgUrl":"https://static.tigerbbs.com/03f10910d4dd9234f9b5702a3342193a","grayImgUrl":"https://static.tigerbbs.com/0c767e35268feb729d50d3fa9a386c5a","redirectLinkEnabled":0,"redirectLink":null,"hasAllocated":1,"isWearing":1,"stamp":null,"stampPosition":0,"hasStamp":0,"allocationCount":1,"allocatedDate":"2021.12.21","exceedPercentage":"93.76%","individualDisplayEnabled":0,"backgroundColor":null,"fontColor":null,"individualDisplaySort":0,"categoryType":1100}],"userBadgeCount":5,"currentWearingBadge":{"badgeId":"35ec162348d5460f88c959321e554969-3","templateUuid":"35ec162348d5460f88c959321e554969","name":"传说交易员","description":"证券或期货账户累计交易次数达到300次","bigImgUrl":"https://static.tigerbbs.com/656db16598a0b8f21429e10d6c1cb033","smallImgUrl":"https://static.tigerbbs.com/03f10910d4dd9234f9b5702a3342193a","grayImgUrl":"https://static.tigerbbs.com/0c767e35268feb729d50d3fa9a386c5a","redirectLinkEnabled":0,"redirectLink":null,"hasAllocated":1,"isWearing":1,"stamp":null,"stampPosition":0,"hasStamp":0,"allocationCount":1,"allocatedDate":"2021.12.21","exceedPercentage":"93.63%","individualDisplayEnabled":0,"backgroundColor":null,"fontColor":null,"individualDisplaySort":0,"categoryType":1100},"individualDisplayBadges":null,"crmLevel":6,"crmLevelSwitch":1,"location":"海南","starInvestorFollowerNum":0,"starInvestorFlag":false,"starInvestorOrderShareNum":0,"subscribeStarInvestorNum":6,"ror":null,"winRationPercentage":null,"showRor":false,"investmentPhilosophy":null,"starInvestorSubscribeFlag":false},"baikeInfo":{},"tab":"post","tweets":[{"id":507687299604528,"gmtCreate":1764922650448,"gmtModify":1764922653147,"author":{"id":"3560418186602071","authorId":"3560418186602071","name":"畜牧教主马斯克","avatar":"https://static.tigerbbs.com/58bf1dddf2200bde0bbfcaedaadea959","crmLevel":6,"crmLevelSwitch":1,"followedFlag":false,"authorIdStr":"3560418186602071","idStr":"3560418186602071"},"themes":[],"title":"","htmlText":"所有公司都应该向特斯拉看齐,要想一直涨ceo得整天出来安排一些吸引眼球的活动,然后再经常说自己要参与什么新的领域,最后嘛当然是有自己的畜牧业培养一批忠诚的粉丝成立一个教会。","listText":"所有公司都应该向特斯拉看齐,要想一直涨ceo得整天出来安排一些吸引眼球的活动,然后再经常说自己要参与什么新的领域,最后嘛当然是有自己的畜牧业培养一批忠诚的粉丝成立一个教会。","text":"所有公司都应该向特斯拉看齐,要想一直涨ceo得整天出来安排一些吸引眼球的活动,然后再经常说自己要参与什么新的领域,最后嘛当然是有自己的畜牧业培养一批忠诚的粉丝成立一个教会。","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":0,"commentSize":0,"repostSize":0,"link":"https://laohu8.com/post/507687299604528","repostId":"1199256118","repostType":2,"repost":{"id":"1199256118","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":1764891577,"share":"https://www.laohu8.com/m/news/1199256118?lang=&edition=full","pubTime":"2025-12-05 07:39","market":"us","language":"zh","title":"为什么Snowflake业绩“超预期”,股价却大跌?","url":"https://stock-news.laohu8.com/highlight/detail?id=1199256118","media":"老虎资讯综合","summary":"Snowflake 股价在周四大跌,这再次清楚说明了一个事实:业绩“超预期”并不一定就意味着股价上涨。根据 FactSet 数据,Snowflake第三财季调整后每股收益为 0.35 美元,收入为 12.1 亿美元,均超过分析师预期的每股收益 0.31 美元和收入 11.8 亿美元。因此,Snowflake 股票周四收跌 11.4%。市场虽有担忧,但大部分华尔街分析师仍看好 Snowflake。除了发布财报,Snowflake 还宣布扩大与 AI 公司 Anthropic 的合作。Snowflake 在新闻稿中称,一项多年期、2 亿美元的协议将使 Anthropic 的 Claude 模型在 Snowflake 平台上提供给其全球超过 12,600 家客户。","content":"<html><head></head><body><p>Snowflake 股价在周四大跌,这再次清楚说明了一个事实:业绩“超预期”并不一定就意味着股价上涨。</p><p></p><p class=\"t-img-caption\"><img src=\"https://community-static.tradeup.com/news/b77e299fa5d9b83ae5663ca8f8e04f34\" tg-width=\"560\" tg-height=\"240\"/></p><p>从表面上看,Snowflake(股票代码 SNOW)公布第三财季业绩后,一切似乎都很亮眼。根据 FactSet 数据,Snowflake第三财季调整后每股收益为 0.35 美元,收入为 12.1 亿美元,均超过分析师预期的每股收益 0.31 美元和收入 11.8 亿美元。</p><p>然而,细节决定成败。季度内产品收入同比增长 29%,达到 11.6 亿美元,高于市场预估的 11.3 亿美元,但增速略低于上季度同比 32% 的增长。Guggenheim 分析师 John DiFucci 表示:“本次‘成绩单’的主要问题在于,第三财季放缓至低于 29% 的产品收入增速,低于多数人在上一季度显著加速至 31.5% 后的预期。”</p><p>此外,在 Snowflake 发布财报前,市场预期已非常高——今年该股股价已上涨 72%。KeyBanc 分析师 Eric Heath 认为,产品收入增速较投资者预期可能低了一个百分点。因此,Snowflake 股票周四收跌 11.4%。</p><p>市场虽有担忧,但大部分华尔街分析师仍看好 Snowflake。</p><p>“虽然乍看之下表现平平,但我们认为用于预测未来增长的领先指标展现出更令人鼓舞的前景。”花旗分析师 Tyler Radke 表示。他补充说,订单“非常强劲”,本季度新增了超过 10 亿美元的积压订单。Radke 给出“买入”评级,目标价 310 美元,较周三收盘价有 17% 上行空间。</p><p>Cantor 分析师 Thomas Blakey 维持“增持”评级,并将目标价从 275 美元上调至 278 美元。“我们继续认为,Snowflake 处于有利位置,可以受益于由结构性趋势驱动的 AI 投资,因为企业正在其组织内利用生成式 AI 和 Agentic AI 服务。”他在周三的报告中写道。</p><p>Snowflake 表示,其尚未确认收入的合同未来收入(剩余履约义务,RPO)达到 78.8 亿美元,同比增长 37%,且超过市场预期的 74.3 亿美元。</p><p>这家数据仓储公司预计第四财季的产品收入将在 11.95 亿至 12 亿美元之间,高于华尔街预期的 11.8 亿美元。全年产品收入预期为 44.5 亿美元,也超过分析师预估的 44.1 亿美元。</p><p>“Snowflake 是客户数据与 AI 战略的基石,推动他们在规模化层面实现真实的业务影响。”CEO Sridhar Ramaswamy 在财报中表示。</p><p>除了发布财报,Snowflake 还宣布扩大与 AI 公司 Anthropic 的合作。</p><p>Snowflake 在新闻稿中称,一项多年期、2 亿美元的协议将使 Anthropic 的 Claude 模型在 Snowflake 平台上提供给其全球超过 12,600 家客户。Anthropic 于 11 月 24 日宣布推出其最新、性能最佳的 AI 模型——Claude Opus 4.5。</p><p>但并非所有人都买账。Guggenheim 的 DiFucci 写道:“如果业绩相较买方预期略显不足,公司该怎么做?当然是大谈特谈 AI。好吧好吧,我们明白了。像 Snowflake 这样的公司显然觉得有必要围绕 AI 展开市场宣传,以确保客户(和投资者)相信他们正掌握着可能成为我们时代最重要技术进步之一的趋势。”</p><p>随着投资者押注 Snowflake——作为领先的数据仓库与云数据管理解决方案供应商——将继续受益于 AI 投资,Snowflake 股价今年大幅上涨。</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>为什么Snowflake业绩“超预期”,股价却大跌?</title>\n<style type=\"text/css\">\na,abbr,acronym,address,applet,article,aside,audio,b,big,blockquote,body,canvas,caption,center,cite,code,dd,del,details,dfn,div,dl,dt,\nem,embed,fieldset,figcaption,figure,footer,form,h1,h2,h3,h4,h5,h6,header,hgroup,html,i,iframe,img,ins,kbd,label,legend,li,mark,menu,nav,\nobject,ol,output,p,pre,q,ruby,s,samp,section,small,span,strike,strong,sub,summary,sup,table,tbody,td,tfoot,th,thead,time,tr,tt,u,ul,var,video{ font:inherit;margin:0;padding:0;vertical-align:baseline;border:0 }\nbody{ font-size:16px; line-height:1.5; color:#999; background:transparent; }\n.wrapper{ overflow:hidden;word-break:break-all;padding:10px; }\nh1,h2{ font-weight:normal; line-height:1.35; margin-bottom:.6em; }\nh3,h4,h5,h6{ line-height:1.35; margin-bottom:1em; }\nh1{ font-size:24px; }\nh2{ font-size:20px; }\nh3{ font-size:18px; }\nh4{ font-size:16px; }\nh5{ font-size:14px; }\nh6{ font-size:12px; }\np,ul,ol,blockquote,dl,table{ margin:1.2em 0; }\nul,ol{ margin-left:2em; }\nul{ list-style:disc; }\nol{ list-style:decimal; }\nli,li p{ margin:10px 0;}\nimg{ max-width:100%;display:block;margin:0 auto 1em; }\nblockquote{ color:#B5B2B1; border-left:3px solid #aaa; padding:1em; }\nstrong,b{font-weight:bold;}\nem,i{font-style:italic;}\ntable{ width:100%;border-collapse:collapse;border-spacing:1px;margin:1em 0;font-size:.9em; }\nth,td{ padding:5px;text-align:left;border:1px solid #aaa; }\nth{ font-weight:bold;background:#5d5d5d; }\n.symbol-link{font-weight:bold;}\n/* header{ border-bottom:1px solid #494756; } */\n.title{ margin:0 0 8px;line-height:1.3;color:#ddd; }\n.meta {color:#5e5c6d;font-size:13px;margin:0 0 .5em; }\na{text-decoration:none; color:#2a4b87;}\n.meta .head { display: inline-block; overflow: hidden}\n.head .h-thumb { width: 30px; height: 30px; margin: 0; padding: 0; border-radius: 50%; float: left;}\n.head .h-content { margin: 0; padding: 0 0 0 9px; float: left;}\n.head .h-name {font-size: 13px; color: #eee; margin: 0;}\n.head .h-time {font-size: 11px; color: #7E829C; margin: 0;line-height: 11px;}\n.small {font-size: 12.5px; display: inline-block; transform: scale(0.9); -webkit-transform: scale(0.9); transform-origin: left; -webkit-transform-origin: left;}\n.smaller {font-size: 12.5px; display: inline-block; transform: scale(0.8); -webkit-transform: scale(0.8); transform-origin: left; -webkit-transform-origin: left;}\n.bt-text {font-size: 12px;margin: 1.5em 0 0 0}\n.bt-text p {margin: 0}\n</style>\n</head>\n<body>\n<div class=\"wrapper\">\n<header>\n<h2 class=\"title\">\n为什么Snowflake业绩“超预期”,股价却大跌?\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\">2025-12-05 07:39</p>\n</div>\n\n</a>\n\n\n</h4>\n\n</header>\n<article>\n<html><head></head><body><p>Snowflake 股价在周四大跌,这再次清楚说明了一个事实:业绩“超预期”并不一定就意味着股价上涨。</p><p></p><p class=\"t-img-caption\"><img src=\"https://community-static.tradeup.com/news/b77e299fa5d9b83ae5663ca8f8e04f34\" tg-width=\"560\" tg-height=\"240\"/></p><p>从表面上看,Snowflake(股票代码 SNOW)公布第三财季业绩后,一切似乎都很亮眼。根据 FactSet 数据,Snowflake第三财季调整后每股收益为 0.35 美元,收入为 12.1 亿美元,均超过分析师预期的每股收益 0.31 美元和收入 11.8 亿美元。</p><p>然而,细节决定成败。季度内产品收入同比增长 29%,达到 11.6 亿美元,高于市场预估的 11.3 亿美元,但增速略低于上季度同比 32% 的增长。Guggenheim 分析师 John DiFucci 表示:“本次‘成绩单’的主要问题在于,第三财季放缓至低于 29% 的产品收入增速,低于多数人在上一季度显著加速至 31.5% 后的预期。”</p><p>此外,在 Snowflake 发布财报前,市场预期已非常高——今年该股股价已上涨 72%。KeyBanc 分析师 Eric Heath 认为,产品收入增速较投资者预期可能低了一个百分点。因此,Snowflake 股票周四收跌 11.4%。</p><p>市场虽有担忧,但大部分华尔街分析师仍看好 Snowflake。</p><p>“虽然乍看之下表现平平,但我们认为用于预测未来增长的领先指标展现出更令人鼓舞的前景。”花旗分析师 Tyler Radke 表示。他补充说,订单“非常强劲”,本季度新增了超过 10 亿美元的积压订单。Radke 给出“买入”评级,目标价 310 美元,较周三收盘价有 17% 上行空间。</p><p>Cantor 分析师 Thomas Blakey 维持“增持”评级,并将目标价从 275 美元上调至 278 美元。“我们继续认为,Snowflake 处于有利位置,可以受益于由结构性趋势驱动的 AI 投资,因为企业正在其组织内利用生成式 AI 和 Agentic AI 服务。”他在周三的报告中写道。</p><p>Snowflake 表示,其尚未确认收入的合同未来收入(剩余履约义务,RPO)达到 78.8 亿美元,同比增长 37%,且超过市场预期的 74.3 亿美元。</p><p>这家数据仓储公司预计第四财季的产品收入将在 11.95 亿至 12 亿美元之间,高于华尔街预期的 11.8 亿美元。全年产品收入预期为 44.5 亿美元,也超过分析师预估的 44.1 亿美元。</p><p>“Snowflake 是客户数据与 AI 战略的基石,推动他们在规模化层面实现真实的业务影响。”CEO Sridhar Ramaswamy 在财报中表示。</p><p>除了发布财报,Snowflake 还宣布扩大与 AI 公司 Anthropic 的合作。</p><p>Snowflake 在新闻稿中称,一项多年期、2 亿美元的协议将使 Anthropic 的 Claude 模型在 Snowflake 平台上提供给其全球超过 12,600 家客户。Anthropic 于 11 月 24 日宣布推出其最新、性能最佳的 AI 模型——Claude Opus 4.5。</p><p>但并非所有人都买账。Guggenheim 的 DiFucci 写道:“如果业绩相较买方预期略显不足,公司该怎么做?当然是大谈特谈 AI。好吧好吧,我们明白了。像 Snowflake 这样的公司显然觉得有必要围绕 AI 展开市场宣传,以确保客户(和投资者)相信他们正掌握着可能成为我们时代最重要技术进步之一的趋势。”</p><p>随着投资者押注 Snowflake——作为领先的数据仓库与云数据管理解决方案供应商——将继续受益于 AI 投资,Snowflake 股价今年大幅上涨。</p></body></html>\n\n</article>\n</div>\n</body>\n</html>\n","type":0,"thumbnail":"https://community-static.tradeup.com/news/a3cae9ecd783ad8176c94620c9a1cb55","relate_stocks":{"SNOW":"Snowflake"},"source_url":"","is_english":false,"share_image_url":"https://static.laohu8.com/e9f99090a1c2ed51c021029395664489","article_id":"1199256118","content_text":"Snowflake 股价在周四大跌,这再次清楚说明了一个事实:业绩“超预期”并不一定就意味着股价上涨。从表面上看,Snowflake(股票代码 SNOW)公布第三财季业绩后,一切似乎都很亮眼。根据 FactSet 数据,Snowflake第三财季调整后每股收益为 0.35 美元,收入为 12.1 亿美元,均超过分析师预期的每股收益 0.31 美元和收入 11.8 亿美元。然而,细节决定成败。季度内产品收入同比增长 29%,达到 11.6 亿美元,高于市场预估的 11.3 亿美元,但增速略低于上季度同比 32% 的增长。Guggenheim 分析师 John DiFucci 表示:“本次‘成绩单’的主要问题在于,第三财季放缓至低于 29% 的产品收入增速,低于多数人在上一季度显著加速至 31.5% 后的预期。”此外,在 Snowflake 发布财报前,市场预期已非常高——今年该股股价已上涨 72%。KeyBanc 分析师 Eric Heath 认为,产品收入增速较投资者预期可能低了一个百分点。因此,Snowflake 股票周四收跌 11.4%。市场虽有担忧,但大部分华尔街分析师仍看好 Snowflake。“虽然乍看之下表现平平,但我们认为用于预测未来增长的领先指标展现出更令人鼓舞的前景。”花旗分析师 Tyler Radke 表示。他补充说,订单“非常强劲”,本季度新增了超过 10 亿美元的积压订单。Radke 给出“买入”评级,目标价 310 美元,较周三收盘价有 17% 上行空间。Cantor 分析师 Thomas Blakey 维持“增持”评级,并将目标价从 275 美元上调至 278 美元。“我们继续认为,Snowflake 处于有利位置,可以受益于由结构性趋势驱动的 AI 投资,因为企业正在其组织内利用生成式 AI 和 Agentic AI 服务。”他在周三的报告中写道。Snowflake 表示,其尚未确认收入的合同未来收入(剩余履约义务,RPO)达到 78.8 亿美元,同比增长 37%,且超过市场预期的 74.3 亿美元。这家数据仓储公司预计第四财季的产品收入将在 11.95 亿至 12 亿美元之间,高于华尔街预期的 11.8 亿美元。全年产品收入预期为 44.5 亿美元,也超过分析师预估的 44.1 亿美元。“Snowflake 是客户数据与 AI 战略的基石,推动他们在规模化层面实现真实的业务影响。”CEO Sridhar Ramaswamy 在财报中表示。除了发布财报,Snowflake 还宣布扩大与 AI 公司 Anthropic 的合作。Snowflake 在新闻稿中称,一项多年期、2 亿美元的协议将使 Anthropic 的 Claude 模型在 Snowflake 平台上提供给其全球超过 12,600 家客户。Anthropic 于 11 月 24 日宣布推出其最新、性能最佳的 AI 模型——Claude Opus 4.5。但并非所有人都买账。Guggenheim 的 DiFucci 写道:“如果业绩相较买方预期略显不足,公司该怎么做?当然是大谈特谈 AI。好吧好吧,我们明白了。像 Snowflake 这样的公司显然觉得有必要围绕 AI 展开市场宣传,以确保客户(和投资者)相信他们正掌握着可能成为我们时代最重要技术进步之一的趋势。”随着投资者押注 Snowflake——作为领先的数据仓库与云数据管理解决方案供应商——将继续受益于 AI 投资,Snowflake 股价今年大幅上涨。","news_type":1,"symbols_score_info":{"SNOW":2}},"isVote":1,"tweetType":1,"viewCount":109,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"CN","totalScore":0},{"id":507565522354584,"gmtCreate":1764900977860,"gmtModify":1764900980538,"author":{"id":"3560418186602071","authorId":"3560418186602071","name":"畜牧教主马斯克","avatar":"https://static.tigerbbs.com/58bf1dddf2200bde0bbfcaedaadea959","crmLevel":6,"crmLevelSwitch":1,"followedFlag":false,"authorIdStr":"3560418186602071","idStr":"3560418186602071"},"themes":[],"title":"","htmlText":"重心在畜牧业能弄好机器人吗[开心] ","listText":"重心在畜牧业能弄好机器人吗[开心] ","text":"重心在畜牧业能弄好机器人吗[开心]","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":0,"commentSize":0,"repostSize":0,"link":"https://laohu8.com/post/507565522354584","repostId":"2588304118","repostType":2,"repost":{"id":"2588304118","kind":"highlight","weMediaInfo":{"introduction":"「金吾财讯」以精准用户需求为切入点,打造一站式港美股投资细分领域品牌。依托战略合作伙伴凤凰网财经,将港美股内容传播到全球华人圈。","home_visible":1,"media_name":"金吾财讯","id":"1086022552","head_image":"https://static.tigerbbs.com/19a93586c3b023ec6ebfed568990555c"},"pubTimestamp":1764768630,"share":"https://www.laohu8.com/m/news/2588304118?lang=&edition=full","pubTime":"2025-12-03 21:30","market":"hk","language":"zh","title":"特斯拉(TSLA)发布片段 展示机器人Optimus跑步","url":"https://stock-news.laohu8.com/highlight/detail?id=2588304118","media":"金吾财讯","summary":"金吾财讯 | 特斯拉(TSLA)在社交平台X发布片段,展示人型机器人Optimus能在实验室内顺畅跑步的能力。日前,公司在11月的股东会上表示,公司在Fremont设有相关生产线,目标在明年底生产100万部Optimus,成本保持在每部2万美元之内。公司计划在德克萨斯州设置新生产线,年产能最多1,000万部。","content":"<html><body><p>金吾财讯 | <a href=\"https://laohu8.com/S/TSLA\">特斯拉</a>(TSLA)在社交平台X发布片段,展示人型机器人Optimus能在实验室内顺畅跑步的能力。日前,公司在11月的股东会上表示,公司在Fremont设有相关生产线,目标在明年底生产100万部Optimus,成本保持在每部2万美元之内。公司计划在德克萨斯州设置新生产线,年产能最多1,000万部。</p></body></html>","collect":0,"html":"<!DOCTYPE html>\n<html>\n<head>\n<meta http-equiv=\"Content-Type\" content=\"text/html; charset=utf-8\" />\n<meta name=\"viewport\" content=\"width=device-width,initial-scale=1.0,minimum-scale=1.0,maximum-scale=1.0,user-scalable=no\"/>\n<meta name=\"format-detection\" content=\"telephone=no,email=no,address=no\" />\n<title>特斯拉(TSLA)发布片段 展示机器人Optimus跑步</title>\n<style type=\"text/css\">\na,abbr,acronym,address,applet,article,aside,audio,b,big,blockquote,body,canvas,caption,center,cite,code,dd,del,details,dfn,div,dl,dt,\nem,embed,fieldset,figcaption,figure,footer,form,h1,h2,h3,h4,h5,h6,header,hgroup,html,i,iframe,img,ins,kbd,label,legend,li,mark,menu,nav,\nobject,ol,output,p,pre,q,ruby,s,samp,section,small,span,strike,strong,sub,summary,sup,table,tbody,td,tfoot,th,thead,time,tr,tt,u,ul,var,video{ font:inherit;margin:0;padding:0;vertical-align:baseline;border:0 }\nbody{ font-size:16px; line-height:1.5; color:#999; background:transparent; }\n.wrapper{ overflow:hidden;word-break:break-all;padding:10px; }\nh1,h2{ font-weight:normal; line-height:1.35; margin-bottom:.6em; }\nh3,h4,h5,h6{ line-height:1.35; margin-bottom:1em; }\nh1{ font-size:24px; }\nh2{ font-size:20px; }\nh3{ font-size:18px; }\nh4{ font-size:16px; }\nh5{ font-size:14px; }\nh6{ font-size:12px; }\np,ul,ol,blockquote,dl,table{ margin:1.2em 0; }\nul,ol{ margin-left:2em; }\nul{ list-style:disc; }\nol{ list-style:decimal; }\nli,li p{ margin:10px 0;}\nimg{ max-width:100%;display:block;margin:0 auto 1em; }\nblockquote{ color:#B5B2B1; border-left:3px solid #aaa; padding:1em; }\nstrong,b{font-weight:bold;}\nem,i{font-style:italic;}\ntable{ width:100%;border-collapse:collapse;border-spacing:1px;margin:1em 0;font-size:.9em; }\nth,td{ padding:5px;text-align:left;border:1px solid #aaa; }\nth{ font-weight:bold;background:#5d5d5d; }\n.symbol-link{font-weight:bold;}\n/* header{ border-bottom:1px solid #494756; } */\n.title{ margin:0 0 8px;line-height:1.3;color:#ddd; }\n.meta {color:#5e5c6d;font-size:13px;margin:0 0 .5em; }\na{text-decoration:none; color:#2a4b87;}\n.meta .head { display: inline-block; overflow: hidden}\n.head .h-thumb { width: 30px; height: 30px; margin: 0; padding: 0; border-radius: 50%; float: left;}\n.head .h-content { margin: 0; padding: 0 0 0 9px; float: left;}\n.head .h-name {font-size: 13px; color: #eee; margin: 0;}\n.head .h-time {font-size: 11px; color: #7E829C; margin: 0;line-height: 11px;}\n.small {font-size: 12.5px; display: inline-block; transform: scale(0.9); -webkit-transform: scale(0.9); transform-origin: left; -webkit-transform-origin: left;}\n.smaller {font-size: 12.5px; display: inline-block; transform: scale(0.8); -webkit-transform: scale(0.8); transform-origin: left; -webkit-transform-origin: left;}\n.bt-text {font-size: 12px;margin: 1.5em 0 0 0}\n.bt-text p {margin: 0}\n</style>\n</head>\n<body>\n<div class=\"wrapper\">\n<header>\n<h2 class=\"title\">\n特斯拉(TSLA)发布片段 展示机器人Optimus跑步\n</h2>\n\n<h4 class=\"meta\">\n\n\n<a class=\"head\" href=\"https://laohu8.com/wemedia/1086022552\">\n\n\n<div class=\"h-thumb\" style=\"background-image:url(https://static.tigerbbs.com/19a93586c3b023ec6ebfed568990555c);background-size:cover;\"></div>\n\n<div class=\"h-content\">\n<p class=\"h-name\">金吾财讯 </p>\n<p class=\"h-time\">2025-12-03 21:30</p>\n</div>\n\n</a>\n\n\n</h4>\n\n</header>\n<article>\n<html><body><p>金吾财讯 | <a href=\"https://laohu8.com/S/TSLA\">特斯拉</a>(TSLA)在社交平台X发布片段,展示人型机器人Optimus能在实验室内顺畅跑步的能力。日前,公司在11月的股东会上表示,公司在Fremont设有相关生产线,目标在明年底生产100万部Optimus,成本保持在每部2万美元之内。公司计划在德克萨斯州设置新生产线,年产能最多1,000万部。</p></body></html>\n\n</article>\n</div>\n</body>\n</html>\n","type":0,"thumbnail":"https://static.szfiu.com/news/20210625/ZGFjNmMxNjJiOWZlZTExMTI2OTIxOTcyMDA=.jpg","relate_stocks":{"LU0316494557.USD":"FRANKLIN GLOBAL FUNDAMENTAL STRATEGIES \"A\" ACC","LU0109391861.USD":"富兰克林美国机遇基金A Acc","LU2357305700.SGD":"Allianz Global Artificial Intelligence ET H2-SGD","LU1267930730.SGD":"富兰克林美国机遇基金AS Acc SGD (CPF)","LU1861215975.USD":"贝莱德新一代科技基金 A2","BK4604":"机器人概念","LU1674673428.USD":"HSBC GIF GLOBAL LOWER CARBON EQUITY \"AC\" (USD) ACC","BK4581":"高盛持仓","LU2456880835.USD":"ALLIANZ GLOBAL INCOME \"AT\" (USD) ACC","LU2471134952.CNY":"INVESCO GLOBAL EQUITY INCOME ADVANTAGE \"A\" (CNYHDG) INC","BK4511":"特斯拉概念","BK4099":"汽车制造商","BK4585":"ETF&股票定投概念","LU0823414478.USD":"法巴经典能源转换基金","BK4534":"瑞士信贷持仓","LU0466842654.USD":"HSBC ISLAMIC GLOBAL EQUITY INDEX \"A\" (USD) ACC","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","BK4555":"新能源车","LU2420271590.USD":"ALLIANZ SELECT INCOME AND GROWTH \"AT\" (USD) ACC","LU0943347566.SGD":"安联收益及增长平衡基金AM H2-SGD","LU2417539215.USD":"ALLIANZ GLOBAL INCOME \"AMF\" (USD) INC","LU0198837287.USD":"UBS (LUX) EQUITY SICAV - USA GROWTH \"P\" (USD) ACC","LU0820562030.AUD":"ALLIANZ INCOME AND GROWTH \"AMH2\" (AUDHDG) H2 INC","LU2250418816.HKD":"BGF WORLD TECHNOLOGY \"A\" (HKD) ACC","BK4592":"伊斯兰概念","LU2063271972.USD":"富兰克林创新领域基金","LU2108987350.USD":"UBS (LUX) EQUITY SICAV GLOBAL OPPORTUNITY SUSTAINABLE (USD) \"P\" (USD) ACC","LU0345769631.USD":"NINETY ONE GSF GLOBAL EQUITY \"A\" (USD) INC","LU2750360997.AUD":"INVESCO GLOBAL EQUITY INCOME ADVANTAGE \"A\" (AUDHDG) INC","LU2896262040.SGD":"JPM US GROWTH FUND \"A\" (SGD) ACC","TSLL":"2倍做多TSLA ETF-Direxion","LU2602419157.SGD":"HSBC ISLAMIC GLOBAL EQUITY INDEX \"AC\" (SGD) ACC","LU2213496289.HKD":"ALLIANZ INCOME AND GROWTH \"AT\" (HKD) ACC","LU0077335932.USD":"FIDELITY AMERICAN GROWTH \"A\" INC","SG9999015986.USD":"LIONGLOBAL DISRUPTIVE INNOVATION \"I\" (USD) ACC","TSYW.SI":"TESLA 3xLongSG261006","LU1145028129.USD":"ALLIANZ INCOME AND GROWTH \"AQ\" (USD) INC","LU1066051498.USD":"HSBC GIF GLOBAL EQUITY VOLATILITY FOCUSED \"AM2\" (USD) INC","LU0056508442.USD":"贝莱德世界科技基金A2","LU1232071149.USD":"AZ FUND 1 GLOBAL GROWTH SELECTOR \"AAZ\" (USDHDG) ACC","LU0348723411.USD":"ALLIANZ GLOBAL HI-TECH GROWTH \"A\" (USD) INC","LU0320765059.SGD":"FTIF - Franklin US Opportunities A Acc SGD","TSLA":"特斯拉","BK4574":"无人驾驶","LU1720051108.HKD":"ALLIANZ GLOBAL ARTIFICIAL INTELLIGENCE \"AT\" (HKD) ACC","LU1674673691.USD":"HSBC GIF GLOBAL LOWER CARBON EQUITY \"AD\" (USD) INC","IE00BJLML261.HKD":"HSBC GLOBAL EQUITY INDEX \"HCH\" (HKD) ACC","BK4598":"佩洛西持仓","LU1914381329.SGD":"Allianz Best Styles Global Equity Cl ET Acc H2-SGD"},"source_url":"295022","is_english":false,"share_image_url":"https://static.laohu8.com/e9f99090a1c2ed51c021029395664489","article_id":"2588304118","content_text":"金吾财讯 | 特斯拉(TSLA)在社交平台X发布片段,展示人型机器人Optimus能在实验室内顺畅跑步的能力。日前,公司在11月的股东会上表示,公司在Fremont设有相关生产线,目标在明年底生产100万部Optimus,成本保持在每部2万美元之内。公司计划在德克萨斯州设置新生产线,年产能最多1,000万部。","news_type":1,"symbols_score_info":{"TSLA":1.5,"TSLL":1.5,"TSYW.SI":0.6}},"isVote":1,"tweetType":1,"viewCount":117,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"CN","totalScore":0},{"id":507580254515496,"gmtCreate":1764900789080,"gmtModify":1764900791960,"author":{"id":"3560418186602071","authorId":"3560418186602071","name":"畜牧教主马斯克","avatar":"https://static.tigerbbs.com/58bf1dddf2200bde0bbfcaedaadea959","crmLevel":6,"crmLevelSwitch":1,"followedFlag":false,"authorIdStr":"3560418186602071","idStr":"3560418186602071"},"themes":[],"htmlText":"Replying to <a href=\"https://laohu8.com/U/3560418186602071\">@畜牧教主马斯克</a>:马圣的畜牧业也不行啊,最近都在养狗吗[开心]//<a href=\"https://laohu8.com/U/3560418186602071\">@畜牧教主马斯克</a>:马圣的承诺不过都是为了拉升股价","listText":"Replying to <a href=\"https://laohu8.com/U/3560418186602071\">@畜牧教主马斯克</a>:马圣的畜牧业也不行啊,最近都在养狗吗[开心]//<a href=\"https://laohu8.com/U/3560418186602071\">@畜牧教主马斯克</a>:马圣的承诺不过都是为了拉升股价","text":"Replying to @畜牧教主马斯克:马圣的畜牧业也不行啊,最近都在养狗吗[开心]//@畜牧教主马斯克:马圣的承诺不过都是为了拉升股价","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":0,"commentSize":0,"repostSize":0,"link":"https://laohu8.com/post/507580254515496","isVote":1,"tweetType":1,"viewCount":129,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"CN","totalScore":0},{"id":507175416844568,"gmtCreate":1764852797663,"gmtModify":1764852800470,"author":{"id":"3560418186602071","authorId":"3560418186602071","name":"畜牧教主马斯克","avatar":"https://static.tigerbbs.com/58bf1dddf2200bde0bbfcaedaadea959","crmLevel":6,"crmLevelSwitch":1,"followedFlag":false,"authorIdStr":"3560418186602071","idStr":"3560418186602071"},"themes":[],"htmlText":"马圣的承诺不过都是为了拉升股价","listText":"马圣的承诺不过都是为了拉升股价","text":"马圣的承诺不过都是为了拉升股价","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":0,"commentSize":0,"repostSize":0,"link":"https://laohu8.com/post/507175416844568","isVote":1,"tweetType":1,"viewCount":192,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"CN","totalScore":0},{"id":506904203616568,"gmtCreate":1764736343603,"gmtModify":1764736346381,"author":{"id":"3560418186602071","authorId":"3560418186602071","name":"畜牧教主马斯克","avatar":"https://static.tigerbbs.com/58bf1dddf2200bde0bbfcaedaadea959","crmLevel":6,"crmLevelSwitch":1,"followedFlag":false,"authorIdStr":"3560418186602071","idStr":"3560418186602071"},"themes":[],"title":"","htmlText":"稳定的生产线都还没有一条就开始画上饼了[强] ","listText":"稳定的生产线都还没有一条就开始画上饼了[强] ","text":"稳定的生产线都还没有一条就开始画上饼了[强]","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":0,"commentSize":0,"repostSize":0,"link":"https://laohu8.com/post/506904203616568","repostId":"2588050291","repostType":2,"repost":{"id":"2588050291","kind":"news","pubTimestamp":1764695262,"share":"https://www.laohu8.com/m/news/2588050291?lang=&edition=full","pubTime":"2025-12-03 01:07","market":"us","language":"zh","title":"马斯克官宣:Optimus人形机器人复数形式定为Optimi 产能目标远大","url":"https://stock-news.laohu8.com/highlight/detail?id=2588050291","media":"ITBEAR科技资讯","summary":"特斯拉首席执行官埃隆马斯克近日在社交平台X上正式公布了关于Optimus人形机器人的一项重要细节,引发科技界广泛关注。上周末,马斯克在X平台连续发布多条与Optimus相关的动态。在用户互动环节,有网友就Optimus的复数形式提出疑问。马斯克回应称,由于特斯拉已确定单数名称为“Optimus”,复数形式理应由公司自主定义。根据特斯拉公布的产能规划,Optimus将被打造为该公司产量最大的产品线。","content":"<html><body><article><p><a href=\"https://laohu8.com/S/TSLA\">特斯拉</a>首席执行官埃隆・马斯克近日在社交平台X上正式公布了关于Optimus人形机器人的一项重要细节,引发科技界广泛关注。此次声明旨在规范媒体和公众对该机器人相关术语的使用,避免因用词歧义产生误解。</p><p>上周末,马斯克在X平台连续发布多条与Optimus相关的动态。其中一条帖子中,他首次将这款机器人与“冯・诺依曼探测器”概念相联系,强调其未来可能具备自我复制能力。这一特性被视为特斯拉实现Optimus大规模量产目标的核心技术支撑,若能突破将彻底改变工业制造模式。</p><p>在用户互动环节,有网友就Optimus的复数形式提出疑问。马斯克回应称,由于特斯拉已确定单数名称为“Optimus”,复数形式理应由公司自主定义。他明确表示:“既然我们创造了单数形式,复数形式就定为‘Optimi’。”这一决定随即成为科技媒体讨论的焦点,多家机构已开始采用新术语进行报道。</p><p>根据特斯拉公布的产能规划,Optimus将被打造为该公司产量最大的产品线。马斯克透露,这款机器人最终年产量可能突破数亿台,创造制造业历史纪录。在2025年股东大会上,他进一步透露具体生产安排:弗里蒙特工厂初期将建设年产100万台的产线,而得州超级工厂则规划了年产能数千万台的更大规模生产线。</p><p>特斯拉宣称,Optimus将实现“有史以来所有大型复杂制造产品中最快的产能爬坡速度”。这一目标若能达成,不仅将巩固特斯拉在人工智能领域的领先地位,更可能引发全球制造业的深刻变革。目前,公司正在加速推进机器人研发测试,为大规模量产做最后准备。</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>马斯克官宣:Optimus人形机器人复数形式定为Optimi 产能目标远大</title>\n<style type=\"text/css\">\na,abbr,acronym,address,applet,article,aside,audio,b,big,blockquote,body,canvas,caption,center,cite,code,dd,del,details,dfn,div,dl,dt,\nem,embed,fieldset,figcaption,figure,footer,form,h1,h2,h3,h4,h5,h6,header,hgroup,html,i,iframe,img,ins,kbd,label,legend,li,mark,menu,nav,\nobject,ol,output,p,pre,q,ruby,s,samp,section,small,span,strike,strong,sub,summary,sup,table,tbody,td,tfoot,th,thead,time,tr,tt,u,ul,var,video{ font:inherit;margin:0;padding:0;vertical-align:baseline;border:0 }\nbody{ font-size:16px; line-height:1.5; color:#999; background:transparent; }\n.wrapper{ overflow:hidden;word-break:break-all;padding:10px; }\nh1,h2{ font-weight:normal; line-height:1.35; margin-bottom:.6em; }\nh3,h4,h5,h6{ line-height:1.35; margin-bottom:1em; }\nh1{ font-size:24px; }\nh2{ font-size:20px; }\nh3{ font-size:18px; }\nh4{ font-size:16px; }\nh5{ font-size:14px; }\nh6{ font-size:12px; }\np,ul,ol,blockquote,dl,table{ margin:1.2em 0; }\nul,ol{ margin-left:2em; }\nul{ list-style:disc; }\nol{ list-style:decimal; }\nli,li p{ margin:10px 0;}\nimg{ max-width:100%;display:block;margin:0 auto 1em; }\nblockquote{ color:#B5B2B1; border-left:3px solid #aaa; padding:1em; }\nstrong,b{font-weight:bold;}\nem,i{font-style:italic;}\ntable{ width:100%;border-collapse:collapse;border-spacing:1px;margin:1em 0;font-size:.9em; }\nth,td{ padding:5px;text-align:left;border:1px solid #aaa; }\nth{ font-weight:bold;background:#5d5d5d; }\n.symbol-link{font-weight:bold;}\n/* header{ border-bottom:1px solid #494756; } */\n.title{ margin:0 0 8px;line-height:1.3;color:#ddd; }\n.meta {color:#5e5c6d;font-size:13px;margin:0 0 .5em; }\na{text-decoration:none; color:#2a4b87;}\n.meta .head { display: inline-block; overflow: hidden}\n.head .h-thumb { width: 30px; height: 30px; margin: 0; padding: 0; border-radius: 50%; float: left;}\n.head .h-content { margin: 0; padding: 0 0 0 9px; float: left;}\n.head .h-name {font-size: 13px; color: #eee; margin: 0;}\n.head .h-time {font-size: 11px; color: #7E829C; margin: 0;line-height: 11px;}\n.small {font-size: 12.5px; display: inline-block; transform: scale(0.9); -webkit-transform: scale(0.9); transform-origin: left; -webkit-transform-origin: left;}\n.smaller {font-size: 12.5px; display: inline-block; transform: scale(0.8); -webkit-transform: scale(0.8); transform-origin: left; -webkit-transform-origin: left;}\n.bt-text {font-size: 12px;margin: 1.5em 0 0 0}\n.bt-text p {margin: 0}\n</style>\n</head>\n<body>\n<div class=\"wrapper\">\n<header>\n<h2 class=\"title\">\n马斯克官宣:Optimus人形机器人复数形式定为Optimi 产能目标远大\n</h2>\n\n<h4 class=\"meta\">\n\n\n2025-12-03 01:07 北京时间 <a href=http://gu.qq.com/resources/shy/news/detail-v2/index.html#/?id=nesSN20251203012512a4c88597&s=b><strong>ITBEAR科技资讯</strong></a>\n\n\n</h4>\n\n</header>\n<article>\n<div>\n<p>特斯拉首席执行官埃隆・马斯克近日在社交平台X上正式公布了关于Optimus人形机器人的一项重要细节,引发科技界广泛关注。此次声明旨在规范媒体和公众对该机器人相关术语的使用,避免因用词歧义产生误解。上周末,马斯克在X平台连续发布多条与Optimus相关的动态。其中一条帖子中,他首次将这款机器人与“冯・诺依曼探测器”概念相联系,强调其未来可能具备自我复制能力。这一特性被视为特斯拉实现Optimus...</p>\n\n<a href=\"http://gu.qq.com/resources/shy/news/detail-v2/index.html#/?id=nesSN20251203012512a4c88597&s=b\">Web Link</a>\n\n</div>\n\n\n</article>\n</div>\n</body>\n</html>\n","type":0,"thumbnail":"","relate_stocks":{"LU2403377893.USD":"ALLIANZ SELECT INCOME AND GROWTH \"AM\" (USD) INC","LU0345769128.USD":"NINETY ONE GSF GLOBAL EQUITY \"A\" (USD) ACC","BK4555":"新能源车","LU1852331112.SGD":"Blackrock World Technology Fund A2 SGD-H","LU2417539215.USD":"ALLIANZ GLOBAL INCOME \"AMF\" (USD) INC","TSLA":"特斯拉","LU0234572021.USD":"高盛美国核心股票组合Acc","LU2250418816.HKD":"BGF WORLD TECHNOLOGY \"A\" (HKD) ACC","LU0820562030.AUD":"ALLIANZ INCOME AND GROWTH \"AMH2\" (AUDHDG) H2 INC","LU0345769631.USD":"NINETY ONE GSF GLOBAL EQUITY \"A\" (USD) INC","IE00B19Z9505.USD":"美盛-美国大盘成长股A Acc","LU1861558580.USD":"日兴方舟颠覆性创新基金B","LU1778281490.HKD":"HSBC GIF GLOBAL LOWER CARBON EQUITY \"AD\" (HKD) INC","LU2063271972.USD":"富兰克林创新领域基金","LU0466842654.USD":"HSBC ISLAMIC GLOBAL EQUITY INDEX \"A\" (USD) ACC","LU2896262040.SGD":"JPM US GROWTH FUND \"A\" (SGD) ACC","LU2602419157.SGD":"HSBC ISLAMIC GLOBAL EQUITY INDEX \"AC\" (SGD) ACC","LU2360106780.USD":"BGF WORLD TECHNOLOGY \"A4\" (USD) INC","LU0077335932.USD":"FIDELITY AMERICAN GROWTH \"A\" INC","LU1066051225.USD":"HSBC GIF GLOBAL EQUITY VOLATILITY FOCUSED \"AC\" (USD) ACC","LU0345770993.USD":"NINETY ONE GSF GLOBAL STRATEGIC EQUITY \"A\" (USD) INC","IE00BWXC8680.SGD":"PINEBRIDGE US LARGE CAP RESEARCH ENHANCED \"A5\" (SGD) ACC","LU2290526834.HKD":"BGF NEXT GENERATION TECHNOLOGY \"A2\" (HKDHDG) ACC","BK4588":"碎股","LU1066051498.USD":"HSBC GIF GLOBAL EQUITY VOLATILITY FOCUSED \"AM2\" (USD) INC","SG9999015986.USD":"LIONGLOBAL DISRUPTIVE INNOVATION \"I\" (USD) ACC","LU1066053197.SGD":"HSBC GIF GLOBAL EQUITY VOLATILITY FOCUSED \"AM3\" (SGDHDG) INC","LU2236285917.USD":"ALLIANZ GLOBAL INCOME \"AMG\" (USD) INC","LU0348723411.USD":"ALLIANZ GLOBAL HI-TECH GROWTH \"A\" (USD) INC","LU0320765059.SGD":"FTIF - Franklin US Opportunities A Acc SGD","BK4548":"巴美列捷福持仓","LU1145028129.USD":"ALLIANZ INCOME AND GROWTH \"AQ\" (USD) INC","LU1720051108.HKD":"ALLIANZ GLOBAL ARTIFICIAL INTELLIGENCE \"AT\" (HKD) ACC","LU2249611893.SGD":"BNP PARIBAS ENERGY TRANSITION \"CRH\" (SGD) ACC","BK4574":"无人驾驶","BK4551":"寇图资本持仓","LU0198837287.USD":"UBS (LUX) EQUITY SICAV - USA GROWTH \"P\" (USD) ACC","LU0234570918.USD":"高盛全球核心股票组合Acc Close","LU1861559042.SGD":"日兴方舟颠覆性创新基金B SGD","SG9999015952.SGD":"LIONGLOBAL DISRUPTIVE INNOVATION \"I\" (SGD) ACC","LU2456880835.USD":"ALLIANZ GLOBAL INCOME \"AT\" (USD) ACC","BK4581":"高盛持仓","IE0034235303.USD":"PINEBRIDGE US RESEARCH ENHANCED CORE EQUITY \"A\" (USD) ACC","TSYW.SI":"TESLA 3xLongSG261006","UFO":"Procure Space ETF","DXYZ":"Destiny Tech100 Inc","LU0056508442.USD":"贝莱德世界科技基金A2","LU2326559502.SGD":"Natixis Loomis Sayles US Growth Equity P/A SGD-H","IE00B1XK9C88.USD":"PINEBRIDGE US LARGE CAP RESEARCH ENHANCED \"A\" (USD) ACC","LU0964807845.USD":"ALLIANZ INCOME & GROWTH \"A\" (USD) INC"},"source_url":"http://gu.qq.com/resources/shy/news/detail-v2/index.html#/?id=nesSN20251203012512a4c88597&s=b","is_english":false,"share_image_url":"https://static.laohu8.com/9a95c1376e76363c1401fee7d3717173","article_id":"2588050291","content_text":"特斯拉首席执行官埃隆・马斯克近日在社交平台X上正式公布了关于Optimus人形机器人的一项重要细节,引发科技界广泛关注。此次声明旨在规范媒体和公众对该机器人相关术语的使用,避免因用词歧义产生误解。上周末,马斯克在X平台连续发布多条与Optimus相关的动态。其中一条帖子中,他首次将这款机器人与“冯・诺依曼探测器”概念相联系,强调其未来可能具备自我复制能力。这一特性被视为特斯拉实现Optimus大规模量产目标的核心技术支撑,若能突破将彻底改变工业制造模式。在用户互动环节,有网友就Optimus的复数形式提出疑问。马斯克回应称,由于特斯拉已确定单数名称为“Optimus”,复数形式理应由公司自主定义。他明确表示:“既然我们创造了单数形式,复数形式就定为‘Optimi’。”这一决定随即成为科技媒体讨论的焦点,多家机构已开始采用新术语进行报道。根据特斯拉公布的产能规划,Optimus将被打造为该公司产量最大的产品线。马斯克透露,这款机器人最终年产量可能突破数亿台,创造制造业历史纪录。在2025年股东大会上,他进一步透露具体生产安排:弗里蒙特工厂初期将建设年产100万台的产线,而得州超级工厂则规划了年产能数千万台的更大规模生产线。特斯拉宣称,Optimus将实现“有史以来所有大型复杂制造产品中最快的产能爬坡速度”。这一目标若能达成,不仅将巩固特斯拉在人工智能领域的领先地位,更可能引发全球制造业的深刻变革。目前,公司正在加速推进机器人研发测试,为大规模量产做最后准备。","news_type":1,"symbols_score_info":{"UFO":0.6,"DXYZ":1.5,"TSLA":1.5,"TSYW.SI":0.6}},"isVote":1,"tweetType":1,"viewCount":110,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"CN","totalScore":0},{"id":506481668375624,"gmtCreate":1764683435843,"gmtModify":1764683998306,"author":{"id":"3560418186602071","authorId":"3560418186602071","name":"畜牧教主马斯克","avatar":"https://static.tigerbbs.com/58bf1dddf2200bde0bbfcaedaadea959","crmLevel":6,"crmLevelSwitch":1,"followedFlag":false,"authorIdStr":"3560418186602071","idStr":"3560418186602071"},"themes":[],"title":"","htmlText":"众人皆醉唯我马圣独醒?FSD对得起你英文全称吗?也叫别人用。什么时候由你特斯拉担责再说授权的事情吧,免费帮你做测试还得自己担责只有认知高聪明的信徒们才会做。","listText":"众人皆醉唯我马圣独醒?FSD对得起你英文全称吗?也叫别人用。什么时候由你特斯拉担责再说授权的事情吧,免费帮你做测试还得自己担责只有认知高聪明的信徒们才会做。","text":"众人皆醉唯我马圣独醒?FSD对得起你英文全称吗?也叫别人用。什么时候由你特斯拉担责再说授权的事情吧,免费帮你做测试还得自己担责只有认知高聪明的信徒们才会做。","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":1,"commentSize":2,"repostSize":0,"link":"https://laohu8.com/post/506481668375624","repostId":"2588003707","repostType":2,"repost":{"id":"2588003707","kind":"live","pubTimestamp":1764676544,"share":"https://www.laohu8.com/m/news/2588003707?lang=&edition=full","pubTime":"2025-12-02 19:55","market":"sh","language":"zh","title":"没有车企愿用特斯拉FSD 马斯克破防:他们属实是疯了","url":"https://stock-news.laohu8.com/highlight/detail?id=2588003707","media":"格隆汇","summary":"据快科技,也有马斯克破防的时候。被马老板视为心头好的FSD,以为自己好心授权给其他车企用,这些企业不说争前恐后,起码也得有相当大的热情。但事实是,这些“拎不清”的车企,没有一家车企愿意用特斯拉的FSD","content":"<html><body><p>据快科技,也有马斯克破防的时候。被马老板视为心头好的FSD,以为自己好心授权给其他车企用,这些企业不说争前恐后,起码也得有相当大的热情。但事实是,这些“拎不清”的车企,没有一家车企愿意用特斯拉的FSD。气的马斯克在社交媒体吐槽,“我曾经警告过他们,甚至提出授权特斯拉 FSD,但他们不想要!属实是疯了……”</p></body></html>","source":"live_gelonghui","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>没有车企愿用特斯拉FSD 马斯克破防:他们属实是疯了</title>\n<style type=\"text/css\">\na,abbr,acronym,address,applet,article,aside,audio,b,big,blockquote,body,canvas,caption,center,cite,code,dd,del,details,dfn,div,dl,dt,\nem,embed,fieldset,figcaption,figure,footer,form,h1,h2,h3,h4,h5,h6,header,hgroup,html,i,iframe,img,ins,kbd,label,legend,li,mark,menu,nav,\nobject,ol,output,p,pre,q,ruby,s,samp,section,small,span,strike,strong,sub,summary,sup,table,tbody,td,tfoot,th,thead,time,tr,tt,u,ul,var,video{ font:inherit;margin:0;padding:0;vertical-align:baseline;border:0 }\nbody{ font-size:16px; line-height:1.5; color:#999; background:transparent; }\n.wrapper{ overflow:hidden;word-break:break-all;padding:10px; }\nh1,h2{ font-weight:normal; line-height:1.35; margin-bottom:.6em; }\nh3,h4,h5,h6{ line-height:1.35; margin-bottom:1em; }\nh1{ font-size:24px; }\nh2{ font-size:20px; }\nh3{ font-size:18px; }\nh4{ font-size:16px; }\nh5{ font-size:14px; }\nh6{ font-size:12px; }\np,ul,ol,blockquote,dl,table{ margin:1.2em 0; }\nul,ol{ margin-left:2em; }\nul{ list-style:disc; }\nol{ list-style:decimal; }\nli,li p{ margin:10px 0;}\nimg{ max-width:100%;display:block;margin:0 auto 1em; }\nblockquote{ color:#B5B2B1; border-left:3px solid #aaa; padding:1em; }\nstrong,b{font-weight:bold;}\nem,i{font-style:italic;}\ntable{ width:100%;border-collapse:collapse;border-spacing:1px;margin:1em 0;font-size:.9em; }\nth,td{ padding:5px;text-align:left;border:1px solid #aaa; }\nth{ font-weight:bold;background:#5d5d5d; }\n.symbol-link{font-weight:bold;}\n/* header{ border-bottom:1px solid #494756; } */\n.title{ margin:0 0 8px;line-height:1.3;color:#ddd; }\n.meta {color:#5e5c6d;font-size:13px;margin:0 0 .5em; }\na{text-decoration:none; color:#2a4b87;}\n.meta .head { display: inline-block; overflow: hidden}\n.head .h-thumb { width: 30px; height: 30px; margin: 0; padding: 0; border-radius: 50%; float: left;}\n.head .h-content { margin: 0; padding: 0 0 0 9px; float: left;}\n.head .h-name {font-size: 13px; color: #eee; margin: 0;}\n.head .h-time {font-size: 11px; color: #7E829C; margin: 0;line-height: 11px;}\n.small {font-size: 12.5px; display: inline-block; transform: scale(0.9); -webkit-transform: scale(0.9); transform-origin: left; -webkit-transform-origin: left;}\n.smaller {font-size: 12.5px; display: inline-block; transform: scale(0.8); -webkit-transform: scale(0.8); transform-origin: left; -webkit-transform-origin: left;}\n.bt-text {font-size: 12px;margin: 1.5em 0 0 0}\n.bt-text p {margin: 0}\n</style>\n</head>\n<body>\n<div class=\"wrapper\">\n<header>\n<h2 class=\"title\">\n没有车企愿用特斯拉FSD 马斯克破防:他们属实是疯了\n</h2>\n\n<h4 class=\"meta\">\n\n\n2025-12-02 19:55 北京时间 <a href=https://www.gelonghui.com/rss/live/live.xml><strong>格隆汇</strong></a>\n\n\n</h4>\n\n</header>\n<article>\n<div>\n<p>据快科技,也有马斯克破防的时候。被马老板视为心头好的FSD,以为自己好心授权给其他车企用,这些企业不说争前恐后,起码也得有相当大的热情。但事实是,这些“拎不清”的车企,没有一家车企愿意用特斯拉的FSD。气的马斯克在社交媒体吐槽,“我曾经警告过他们,甚至提出授权特斯拉 FSD,但他们不想要!属实是疯了……”</p>\n\n<a href=\"https://www.gelonghui.com/rss/live/live.xml\">Web Link</a>\n\n</div>\n\n\n</article>\n</div>\n</body>\n</html>\n","type":0,"thumbnail":"","relate_stocks":{"LU2471134796.USD":"INVESCO GLOBAL EQUITY INCOME ADVANTAGE \"A\" (USD) INC","LU2250418816.HKD":"BGF WORLD TECHNOLOGY \"A\" (HKD) ACC","LU0210536198.USD":"JPM US GROWTH \"A\" ACC","LU1629891620.HKD":"ALLIANZ INCOME AND GROWTH \"AMG2\" (H2-HKD) INC","LU0345769631.USD":"NINETY ONE GSF GLOBAL EQUITY \"A\" (USD) INC","LU0053666078.USD":"摩根大通基金-美国股票A(离岸)美元","LU2896262040.SGD":"JPM US GROWTH FUND \"A\" (SGD) ACC","SG9999015945.SGD":"LionGlobal Disruptive Innovation Fund A SGD","LU2213496289.HKD":"ALLIANZ INCOME AND GROWTH \"AT\" (HKD) ACC","LU1551013425.SGD":"Allianz Income and Growth Cl AMg2 DIS H2-SGD","LU0082616367.USD":"摩根大通美国科技A(dist)","LU2360106780.USD":"BGF WORLD TECHNOLOGY \"A4\" (USD) INC","LU2360107168.USD":"BGF NEXT GENERATION TECHNOLOGY \"A4\" (USD) INC","LU0345770993.USD":"NINETY ONE GSF GLOBAL STRATEGIC EQUITY \"A\" (USD) INC","IE00B19Z8W00.USD":"FTGF CLEARBRIDGE US LARGE CAP GROWTH \"A\" INC","BK4550":"红杉资本持仓","LU0719512351.SGD":"JPMorgan Funds - US Technology A (acc) SGD","LU1145028129.USD":"ALLIANZ INCOME AND GROWTH \"AQ\" (USD) INC","LU2023250330.USD":"ALLIANZ INCOME AND GROWTH \"AMG\" (USD) INC","LU2456880835.USD":"ALLIANZ GLOBAL INCOME \"AT\" (USD) ACC","UFO":"Procure Space ETF","BK4574":"无人驾驶","LU1720051017.SGD":"Allianz Global Artificial Intelligence AT Acc H2-SGD","LU1914381329.SGD":"Allianz Best Styles Global Equity Cl ET Acc H2-SGD","LU2249611893.SGD":"BNP PARIBAS ENERGY TRANSITION \"CRH\" (SGD) ACC","LU2420271590.USD":"ALLIANZ SELECT INCOME AND GROWTH \"AT\" (USD) ACC","LU0109391861.USD":"富兰克林美国机遇基金A Acc","LU1267930730.SGD":"富兰克林美国机遇基金AS Acc SGD (CPF)","LU1548497426.USD":"安联环球人工智能AT Acc","LU1674673691.USD":"HSBC GIF GLOBAL LOWER CARBON EQUITY \"AD\" (USD) INC","SG9999015952.SGD":"LIONGLOBAL DISRUPTIVE INNOVATION \"I\" (SGD) ACC","LU0708995401.HKD":"FRANKLIN U.S. OPPORTUNITIES \"A\" (HKD) ACC","LU0820561818.USD":"安联收益及增长平衡基金Cl AM DIS","TSLL":"2倍做多TSLA ETF-Direxion","BK4581":"高盛持仓","LU1551013342.USD":"Allianz Income and Growth Cl AMg2 DIS USD","BK4543":"AI","BK4099":"汽车制造商","LU2462157665.USD":"ALLIANZ GLOBAL INCOME \"A\" (USD) INC","SG9999015978.USD":"利安颠覆性创新基金A","LU0964807845.USD":"ALLIANZ INCOME & GROWTH \"A\" (USD) INC","LU2087621335.USD":"ALLSPRING GLOBAL FACTOR ENHANCED EQUITY \"A\" (USD) ACC","LU2403377893.USD":"ALLIANZ SELECT INCOME AND GROWTH \"AM\" (USD) INC","IE00B19Z8X17.USD":"FTGF CLEARBRIDGE US LARGE CAP GROWTH \"AG\" (USD) ACC","DXYZ":"Destiny Tech100 Inc","TSLA":"特斯拉","LU0345769128.USD":"NINETY ONE GSF GLOBAL EQUITY \"A\" (USD) ACC","LU1778281490.HKD":"HSBC GIF GLOBAL LOWER CARBON EQUITY \"AD\" (HKD) INC","BK4533":"AQR资本管理(全球第二大对冲基金)","TSYW.SI":"TESLA 3xLongSG261006"},"source_url":"https://www.gelonghui.com/rss/live/live.xml","is_english":false,"share_image_url":"https://static.laohu8.com/6b8fa6424aebe95f6781d04ef17a1852","article_id":"2588003707","content_text":"据快科技,也有马斯克破防的时候。被马老板视为心头好的FSD,以为自己好心授权给其他车企用,这些企业不说争前恐后,起码也得有相当大的热情。但事实是,这些“拎不清”的车企,没有一家车企愿意用特斯拉的FSD。气的马斯克在社交媒体吐槽,“我曾经警告过他们,甚至提出授权特斯拉 FSD,但他们不想要!属实是疯了……”","news_type":1,"symbols_score_info":{"TSLL":1.5,"DXYZ":1.5,"TSLA":1.5,"UFO":0.6,"TSYW.SI":0.6}},"isVote":1,"tweetType":1,"viewCount":1158,"authorTweetTopStatus":1,"verified":2,"comments":[{"author":{"id":"4197012052838412","authorId":"4197012052838412","name":"PilotKev","avatar":"https://community-static.tradeup.com/news/default-avatar.jpg","crmLevel":5,"crmLevelSwitch":0,"authorIdStr":"4197012052838412","idStr":"4197012052838412"},"content":"你醒你大业","text":"你醒你大业","html":"你醒你大业"}],"imageCount":0,"langContent":"CN","totalScore":0},{"id":506647311618456,"gmtCreate":1764676805317,"gmtModify":1764676807975,"author":{"id":"3560418186602071","authorId":"3560418186602071","name":"畜牧教主马斯克","avatar":"https://static.tigerbbs.com/58bf1dddf2200bde0bbfcaedaadea959","crmLevel":6,"crmLevelSwitch":1,"followedFlag":false,"authorIdStr":"3560418186602071","idStr":"3560418186602071"},"themes":[],"htmlText":"邪恶教会必须被打倒[财迷]","listText":"邪恶教会必须被打倒[财迷]","text":"邪恶教会必须被打倒[财迷]","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":0,"commentSize":0,"repostSize":0,"link":"https://laohu8.com/post/506647311618456","isVote":1,"tweetType":1,"viewCount":190,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"CN","totalScore":0},{"id":506446742659152,"gmtCreate":1764674806565,"gmtModify":1764680096052,"author":{"id":"3560418186602071","authorId":"3560418186602071","name":"畜牧教主马斯克","avatar":"https://static.tigerbbs.com/58bf1dddf2200bde0bbfcaedaadea959","crmLevel":6,"crmLevelSwitch":1,"followedFlag":false,"authorIdStr":"3560418186602071","idStr":"3560418186602071"},"themes":[],"htmlText":"打倒邪教[财迷]","listText":"打倒邪教[财迷]","text":"打倒邪教[财迷]","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":0,"commentSize":0,"repostSize":0,"link":"https://laohu8.com/post/506446742659152","isVote":1,"tweetType":1,"viewCount":148,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"CN","totalScore":0},{"id":506282028298776,"gmtCreate":1764634612535,"gmtModify":1764634614946,"author":{"id":"3560418186602071","authorId":"3560418186602071","name":"畜牧教主马斯克","avatar":"https://static.tigerbbs.com/58bf1dddf2200bde0bbfcaedaadea959","crmLevel":6,"crmLevelSwitch":1,"followedFlag":false,"authorIdStr":"3560418186602071","idStr":"3560418186602071"},"themes":[],"title":"","htmlText":"不信教股价就会下跌,不得不信教。一万多亿市值里面一万亿是信仰[开心] ","listText":"不信教股价就会下跌,不得不信教。一万多亿市值里面一万亿是信仰[开心] ","text":"不信教股价就会下跌,不得不信教。一万多亿市值里面一万亿是信仰[开心]","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":1,"commentSize":2,"repostSize":0,"link":"https://laohu8.com/post/506282028298776","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 type=\"text/css\">\na,abbr,acronym,address,applet,article,aside,audio,b,big,blockquote,body,canvas,caption,center,cite,code,dd,del,details,dfn,div,dl,dt,\nem,embed,fieldset,figcaption,figure,footer,form,h1,h2,h3,h4,h5,h6,header,hgroup,html,i,iframe,img,ins,kbd,label,legend,li,mark,menu,nav,\nobject,ol,output,p,pre,q,ruby,s,samp,section,small,span,strike,strong,sub,summary,sup,table,tbody,td,tfoot,th,thead,time,tr,tt,u,ul,var,video{ font:inherit;margin:0;padding:0;vertical-align:baseline;border:0 }\nbody{ font-size:16px; line-height:1.5; color:#999; background:transparent; }\n.wrapper{ overflow:hidden;word-break:break-all;padding:10px; }\nh1,h2{ font-weight:normal; line-height:1.35; margin-bottom:.6em; }\nh3,h4,h5,h6{ line-height:1.35; margin-bottom:1em; }\nh1{ font-size:24px; }\nh2{ font-size:20px; }\nh3{ font-size:18px; }\nh4{ font-size:16px; }\nh5{ font-size:14px; }\nh6{ font-size:12px; }\np,ul,ol,blockquote,dl,table{ margin:1.2em 0; }\nul,ol{ margin-left:2em; }\nul{ list-style:disc; }\nol{ list-style:decimal; }\nli,li p{ margin:10px 0;}\nimg{ max-width:100%;display:block;margin:0 auto 1em; }\nblockquote{ color:#B5B2B1; border-left:3px solid #aaa; padding:1em; }\nstrong,b{font-weight:bold;}\nem,i{font-style:italic;}\ntable{ width:100%;border-collapse:collapse;border-spacing:1px;margin:1em 0;font-size:.9em; }\nth,td{ padding:5px;text-align:left;border:1px solid #aaa; }\nth{ font-weight:bold;background:#5d5d5d; }\n.symbol-link{font-weight:bold;}\n/* header{ border-bottom:1px solid #494756; } */\n.title{ margin:0 0 8px;line-height:1.3;color:#ddd; }\n.meta {color:#5e5c6d;font-size:13px;margin:0 0 .5em; }\na{text-decoration:none; color:#2a4b87;}\n.meta .head { display: inline-block; overflow: hidden}\n.head .h-thumb { width: 30px; height: 30px; margin: 0; padding: 0; border-radius: 50%; float: left;}\n.head .h-content { margin: 0; padding: 0 0 0 9px; float: left;}\n.head .h-name {font-size: 13px; color: #eee; margin: 0;}\n.head .h-time {font-size: 11px; color: #7E829C; margin: 0;line-height: 11px;}\n.small {font-size: 12.5px; display: inline-block; transform: scale(0.9); -webkit-transform: scale(0.9); transform-origin: left; -webkit-transform-origin: left;}\n.smaller {font-size: 12.5px; display: inline-block; transform: scale(0.8); -webkit-transform: scale(0.8); transform-origin: left; -webkit-transform-origin: left;}\n.bt-text {font-size: 12px;margin: 1.5em 0 0 0}\n.bt-text p {margin: 0}\n</style>\n</head>\n<body>\n<div class=\"wrapper\">\n<header>\n<h2 class=\"title\">\n《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":309,"authorTweetTopStatus":1,"verified":2,"comments":[{"author":{"id":"4135468531484920","authorId":"4135468531484920","name":"144HK 陈18USD","avatar":"https://static.laohu8.com/default-avatar.jpg","crmLevel":7,"crmLevelSwitch":0,"authorIdStr":"4135468531484920","idStr":"4135468531484920"},"content":"你这家伙没一句看好tsla,既然这样何必坚持炮轰。","text":"你这家伙没一句看好tsla,既然这样何必坚持炮轰。","html":"你这家伙没一句看好tsla,既然这样何必坚持炮轰。"}],"imageCount":0,"langContent":"CN","totalScore":0},{"id":506165076292440,"gmtCreate":1764606119017,"gmtModify":1764606121351,"author":{"id":"3560418186602071","authorId":"3560418186602071","name":"畜牧教主马斯克","avatar":"https://static.tigerbbs.com/58bf1dddf2200bde0bbfcaedaadea959","crmLevel":6,"crmLevelSwitch":1,"followedFlag":false,"authorIdStr":"3560418186602071","idStr":"3560418186602071"},"themes":[],"title":"","htmlText":"饼越画越多,到时候噎不死马圣[开心] ","listText":"饼越画越多,到时候噎不死马圣[开心] ","text":"饼越画越多,到时候噎不死马圣[开心]","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":2,"commentSize":0,"repostSize":0,"link":"https://laohu8.com/post/506165076292440","repostId":"2588779141","repostType":2,"repost":{"id":"2588779141","kind":"news","pubTimestamp":1764600348,"share":"https://www.laohu8.com/m/news/2588779141?lang=&edition=full","pubTime":"2025-12-01 22:45","market":"us","language":"zh","title":"“大空头”开火:特斯拉估值高得离谱,马斯克天价薪酬稀释股票","url":"https://stock-news.laohu8.com/highlight/detail?id=2588779141","media":"IT之家","summary":"▲ 伯里上周日晚间,伯里在美版公众号 Substack 上发文称,特斯拉的“估值高得离谱”。“特斯拉的市值如今被离谱地高估了,而且这种状况已持续很长时间。”他预计马斯克价值 1 万亿美元的薪酬方案将继续稀释该公司股票。马斯克也已对特斯拉的批评者和做空者予以反击,并预测这家电动汽车制造商将成为全球市值最高的公司。截至发稿,特斯拉尚未就此置评。","content":"<html><body><article><p>北京时间 12 月 1 日,据《商业内幕》报道,电影《大空头》原型人物迈克尔・伯里(Michael Burry)正在向全球科技巨头宣战。在怼完<a href=\"https://laohu8.com/S/NVDA\">英伟达</a>后,他现在又将矛头指向了埃隆・马斯克(Elon Musk)。</p><img src=\"https://fid-75186.picgzc.qpic.cn/20251201233712253v163f3094ew2czb\"/><p>▲ 伯里</p><p>上周日晚间,<strong>伯里在美版公众号 Substack 上发文称,<a href=\"https://laohu8.com/S/TSLA\">特斯拉</a>的“估值高得离谱”</strong>。此前,他披露了针对英伟达和 <a href=\"https://laohu8.com/S/PLTR\">Palantir</a> 的做空。</p><p>“特斯拉的市值如今被离谱地高估了,而且这种状况已持续很长时间。”伯里表示。<strong>他预计马斯克价值 1 万亿美元的薪酬方案将继续稀释该公司股票</strong>。</p><p>伯里还表示:“顺带说一句,埃隆的拥趸们一开始全力押注电动汽车,直到竞争对手出现;随后又全力押注自动驾驶,直到竞争对手出现;现在又全力押注机器人,直到竞争对手出现为止。”</p><p>这并不是伯里第一次把矛头对准特斯拉。2021 年,这位投资者曾做空价值 5.3 亿美元的特斯拉股票,但几个月后就平仓离场。伯里之后告诉 CNBC,称这笔操作“只是一次交易”。</p><p><strong>尽管特斯拉股价年初因马斯克入主美国政府效率部出现短暂震荡,但该公司今年以来股价仍上涨了 11%</strong>,因为投资者对该公司推出自动驾驶出租车表示欢迎。</p><p>马斯克也已对特斯拉的批评者和做空者予以反击,并预测这家电动汽车制造商将成为全球市值最高的公司。</p><p>截至发稿,特斯拉尚未就此置评。</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>“大空头”开火:特斯拉估值高得离谱,马斯克天价薪酬稀释股票</title>\n<style type=\"text/css\">\na,abbr,acronym,address,applet,article,aside,audio,b,big,blockquote,body,canvas,caption,center,cite,code,dd,del,details,dfn,div,dl,dt,\nem,embed,fieldset,figcaption,figure,footer,form,h1,h2,h3,h4,h5,h6,header,hgroup,html,i,iframe,img,ins,kbd,label,legend,li,mark,menu,nav,\nobject,ol,output,p,pre,q,ruby,s,samp,section,small,span,strike,strong,sub,summary,sup,table,tbody,td,tfoot,th,thead,time,tr,tt,u,ul,var,video{ font:inherit;margin:0;padding:0;vertical-align:baseline;border:0 }\nbody{ font-size:16px; line-height:1.5; color:#999; background:transparent; }\n.wrapper{ overflow:hidden;word-break:break-all;padding:10px; }\nh1,h2{ font-weight:normal; line-height:1.35; margin-bottom:.6em; }\nh3,h4,h5,h6{ line-height:1.35; margin-bottom:1em; }\nh1{ font-size:24px; }\nh2{ font-size:20px; }\nh3{ font-size:18px; }\nh4{ font-size:16px; }\nh5{ font-size:14px; }\nh6{ font-size:12px; }\np,ul,ol,blockquote,dl,table{ margin:1.2em 0; }\nul,ol{ margin-left:2em; }\nul{ list-style:disc; }\nol{ list-style:decimal; }\nli,li p{ margin:10px 0;}\nimg{ max-width:100%;display:block;margin:0 auto 1em; }\nblockquote{ color:#B5B2B1; border-left:3px solid #aaa; padding:1em; }\nstrong,b{font-weight:bold;}\nem,i{font-style:italic;}\ntable{ width:100%;border-collapse:collapse;border-spacing:1px;margin:1em 0;font-size:.9em; }\nth,td{ padding:5px;text-align:left;border:1px solid #aaa; }\nth{ font-weight:bold;background:#5d5d5d; }\n.symbol-link{font-weight:bold;}\n/* header{ border-bottom:1px solid #494756; } */\n.title{ margin:0 0 8px;line-height:1.3;color:#ddd; }\n.meta {color:#5e5c6d;font-size:13px;margin:0 0 .5em; }\na{text-decoration:none; color:#2a4b87;}\n.meta .head { display: inline-block; overflow: hidden}\n.head .h-thumb { width: 30px; height: 30px; margin: 0; padding: 0; border-radius: 50%; float: left;}\n.head .h-content { margin: 0; padding: 0 0 0 9px; float: left;}\n.head .h-name {font-size: 13px; color: #eee; margin: 0;}\n.head .h-time {font-size: 11px; color: #7E829C; margin: 0;line-height: 11px;}\n.small {font-size: 12.5px; display: inline-block; transform: scale(0.9); -webkit-transform: scale(0.9); transform-origin: left; -webkit-transform-origin: left;}\n.smaller {font-size: 12.5px; display: inline-block; transform: scale(0.8); -webkit-transform: scale(0.8); transform-origin: left; -webkit-transform-origin: left;}\n.bt-text {font-size: 12px;margin: 1.5em 0 0 0}\n.bt-text p {margin: 0}\n</style>\n</head>\n<body>\n<div class=\"wrapper\">\n<header>\n<h2 class=\"title\">\n“大空头”开火:特斯拉估值高得离谱,马斯克天价薪酬稀释股票\n</h2>\n\n<h4 class=\"meta\">\n\n\n2025-12-01 22:45 北京时间 <a href=http://gu.qq.com/resources/shy/news/detail-v2/index.html#/?id=nesSN202512012337179524f09f&s=b><strong>IT之家</strong></a>\n\n\n</h4>\n\n</header>\n<article>\n<div>\n<p>北京时间 12 月 1 日,据《商业内幕》报道,电影《大空头》原型人物迈克尔・伯里(Michael Burry)正在向全球科技巨头宣战。在怼完英伟达后,他现在又将矛头指向了埃隆・马斯克(Elon Musk)。▲ 伯里上周日晚间,伯里在美版公众号 Substack 上发文称,特斯拉的“估值高得离谱”。此前,他披露了针对英伟达和 Palantir 的做空。“特斯拉的市值如今被离谱地高估了,而且这种状况...</p>\n\n<a href=\"http://gu.qq.com/resources/shy/news/detail-v2/index.html#/?id=nesSN202512012337179524f09f&s=b\">Web Link</a>\n\n</div>\n\n\n</article>\n</div>\n</body>\n</html>\n","type":0,"thumbnail":"","relate_stocks":{"LU0323591593.USD":"SCHRODER ISF QEP GLOBAL QUALITY \"A\" (USD) ACC","LU0198837287.USD":"UBS (LUX) EQUITY SICAV - USA GROWTH \"P\" (USD) ACC","BK4574":"无人驾驶","BK4551":"寇图资本持仓","BK4598":"佩洛西持仓","TSLL":"2倍做多TSLA ETF-Direxion","BK4581":"高盛持仓","BK4543":"AI","LU2471134879.HKD":"INVESCO GLOBAL EQUITY INCOME ADVANTAGE \"A\" (HKD) INC","IE00BK4W5M84.HKD":"HSBC GLOBAL FUNDS ICAV US EQUITY INDEX \"HC\" (HKD) ACC","LU2462157665.USD":"ALLIANZ GLOBAL INCOME \"A\" (USD) INC","LU2471134523.USD":"INVESCO GLOBAL EQUITY INCOME ADVANTAGE \"A\" (USD) ACC","IE00B19Z8X17.USD":"FTGF CLEARBRIDGE US LARGE CAP GROWTH \"AG\" (USD) ACC","SG9999015978.USD":"利安颠覆性创新基金A","BK4511":"特斯拉概念","LU0964807845.USD":"ALLIANZ INCOME & GROWTH \"A\" (USD) INC","LU0345769128.USD":"NINETY ONE GSF GLOBAL EQUITY \"A\" (USD) ACC","DXYZ":"Destiny Tech100 Inc","LU2471134796.USD":"INVESCO GLOBAL EQUITY INCOME ADVANTAGE \"A\" (USD) INC","LU1852331112.SGD":"Blackrock World Technology Fund A2 SGD-H","LU0943347566.SGD":"安联收益及增长平衡基金AM H2-SGD","LU2417539215.USD":"ALLIANZ GLOBAL INCOME \"AMF\" (USD) INC","LU0234572021.USD":"高盛美国核心股票组合Acc","LU2750360641.GBP":"INVESCO GLOBAL EQUITY INCOME ADVANTAGE \"A\" (GBPHDG) INC","LU0820562030.AUD":"ALLIANZ INCOME AND GROWTH \"AMH2\" (AUDHDG) H2 INC","LU0210536198.USD":"JPM US GROWTH \"A\" ACC","LU1861558580.USD":"日兴方舟颠覆性创新基金B","IE00B19Z9505.USD":"美盛-美国大盘成长股A Acc","LU0345769631.USD":"NINETY ONE GSF GLOBAL EQUITY \"A\" (USD) INC","TSYW.SI":"TESLA 3xLongSG261006","LU2108987350.USD":"UBS (LUX) EQUITY SICAV GLOBAL OPPORTUNITY SUSTAINABLE (USD) \"P\" (USD) ACC","LU2750360997.AUD":"INVESCO GLOBAL EQUITY INCOME ADVANTAGE \"A\" (AUDHDG) INC","SG9999015945.SGD":"LionGlobal Disruptive Innovation Fund A SGD","LU2896262040.SGD":"JPM US GROWTH FUND \"A\" (SGD) ACC","LU2063271972.USD":"富兰克林创新领域基金","LU2087621335.USD":"ALLSPRING GLOBAL FACTOR ENHANCED EQUITY \"A\" (USD) ACC","BK4612":"AI芯片","LU0345770308.USD":"NINETY ONE GSF GLOBAL STRATEGIC EQUITY \"A\" (USD) ACC","LU2213496289.HKD":"ALLIANZ INCOME AND GROWTH \"AT\" (HKD) ACC","LU0345770993.USD":"NINETY ONE GSF GLOBAL STRATEGIC EQUITY \"A\" (USD) INC","IE00BWXC8680.SGD":"PINEBRIDGE US LARGE CAP RESEARCH ENHANCED \"A5\" (SGD) ACC","LU2290526834.HKD":"BGF NEXT GENERATION TECHNOLOGY \"A2\" (HKDHDG) ACC","LU1066051498.USD":"HSBC GIF GLOBAL EQUITY VOLATILITY FOCUSED \"AM2\" (USD) INC","BK4588":"碎股","UFO":"Procure Space ETF","LU1066053197.SGD":"HSBC GIF GLOBAL EQUITY VOLATILITY FOCUSED \"AM3\" (SGDHDG) INC","TSLA":"特斯拉","BK4550":"红杉资本持仓","LU1720051108.HKD":"ALLIANZ GLOBAL ARTIFICIAL INTELLIGENCE \"AT\" (HKD) ACC","LU0672654240.SGD":"FTIF - Franklin US Opportunities A Acc SGD-H1"},"source_url":"http://gu.qq.com/resources/shy/news/detail-v2/index.html#/?id=nesSN202512012337179524f09f&s=b","is_english":false,"share_image_url":"https://static.laohu8.com/9a95c1376e76363c1401fee7d3717173","article_id":"2588779141","content_text":"北京时间 12 月 1 日,据《商业内幕》报道,电影《大空头》原型人物迈克尔・伯里(Michael Burry)正在向全球科技巨头宣战。在怼完英伟达后,他现在又将矛头指向了埃隆・马斯克(Elon Musk)。▲ 伯里上周日晚间,伯里在美版公众号 Substack 上发文称,特斯拉的“估值高得离谱”。此前,他披露了针对英伟达和 Palantir 的做空。“特斯拉的市值如今被离谱地高估了,而且这种状况已持续很长时间。”伯里表示。他预计马斯克价值 1 万亿美元的薪酬方案将继续稀释该公司股票。伯里还表示:“顺带说一句,埃隆的拥趸们一开始全力押注电动汽车,直到竞争对手出现;随后又全力押注自动驾驶,直到竞争对手出现;现在又全力押注机器人,直到竞争对手出现为止。”这并不是伯里第一次把矛头对准特斯拉。2021 年,这位投资者曾做空价值 5.3 亿美元的特斯拉股票,但几个月后就平仓离场。伯里之后告诉 CNBC,称这笔操作“只是一次交易”。尽管特斯拉股价年初因马斯克入主美国政府效率部出现短暂震荡,但该公司今年以来股价仍上涨了 11%,因为投资者对该公司推出自动驾驶出租车表示欢迎。马斯克也已对特斯拉的批评者和做空者予以反击,并预测这家电动汽车制造商将成为全球市值最高的公司。截至发稿,特斯拉尚未就此置评。","news_type":1,"symbols_score_info":{"UFO":0.6,"DXYZ":1.5,"TSLA":1.5,"TSLL":1.5,"TSYW.SI":0.6}},"isVote":1,"tweetType":1,"viewCount":54,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"CN","totalScore":0},{"id":505169306132912,"gmtCreate":1764351383272,"gmtModify":1764351385889,"author":{"id":"3560418186602071","authorId":"3560418186602071","name":"畜牧教主马斯克","avatar":"https://static.tigerbbs.com/58bf1dddf2200bde0bbfcaedaadea959","crmLevel":6,"crmLevelSwitch":1,"followedFlag":false,"authorIdStr":"3560418186602071","idStr":"3560418186602071"},"themes":[],"title":"","htmlText":"这又是某些人为了抹黑特斯拉捏造的新闻吧?马圣附体别说出故障就是重卡也敢正面碰而无伤。","listText":"这又是某些人为了抹黑特斯拉捏造的新闻吧?马圣附体别说出故障就是重卡也敢正面碰而无伤。","text":"这又是某些人为了抹黑特斯拉捏造的新闻吧?马圣附体别说出故障就是重卡也敢正面碰而无伤。","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":0,"commentSize":0,"repostSize":0,"link":"https://laohu8.com/post/505169306132912","repostId":"2586785398","repostType":2,"repost":{"id":"2586785398","kind":"news","pubTimestamp":1764322750,"share":"https://www.laohu8.com/m/news/2586785398?lang=&edition=full","pubTime":"2025-11-28 17:39","market":"us","language":"zh","title":"特斯拉Model 3高速突然失去动力,官方未明确原因车主不敢开","url":"https://stock-news.laohu8.com/highlight/detail?id=2586785398","media":"扬眼","summary":"近日,重庆市民黄先生在社交媒体发帖,讲述了他驾驶的特斯拉Model 3在高速隧道内突发失去动力的惊险经历。目前,车辆在质保期内虽然获得了免费维修,但特斯拉方面对于事故原因的模糊回应,让黄先生对车辆的安全性深感担忧。他表示,特斯拉的服务态度和响应速度值得肯定,但如果不能确定事故原因并排除质量隐患,他不敢再驾驶这辆车。","content":"<html><body><article><p>近日,重庆市民黄先生在社交媒体发帖,讲述了他驾驶的<a href=\"https://laohu8.com/S/TSLA\">特斯拉</a>Model 3在高速<a href=\"https://laohu8.com/S/600820\">隧道</a>内突发失去动力的惊险经历。目前,车辆在质保期内虽然获得了免费维修,但特斯拉方面对于事故原因的模糊回应,让黄先生对车辆的安全性深感担忧。</p><img src=\"https://inews.gtimg.com/om_bt/Oam2DYodQid01HeYJLA6jOSQ50e33mxs8hoHseV63Ty6AAA/0\"/><p>黄先生告诉记者,他的这辆特斯拉Model 3购于2023年,落地价约26万余元,该车此前进行过两次维修,一次热泵空调故障和一次因事故更换了方向机,一直以来驾驶都正常。11月25日下午5点半左右,他驾驶着这辆特斯拉Model 3在成都至重庆的高速路上行驶,当车辆驶入巴岳山隧道约200米时,车辆的右后方突然传来“砰”的一声轻微响动。紧接着,车载电脑立即发出“请安全靠边,车辆正在关闭”的警告。</p><img src=\"https://inews.gtimg.com/om_bt/OrNN6N6Rv5DrCPiiVmf0_7r1t581sdCl0aTL54vC7JhBUAA/0\"/><p>事发时,黄先生发现踩电门已无动力,虽然刹车和方向盘尚能使用,但在高速隧道内失去动力极度危险。黄先生回忆,他当时在最左侧车道,凭借车辆的余速和后方车辆的避让,勉强将车变道至中间车道。然而,速度很快耗尽,幸亏最右侧车道有施工工人正在封闭施工。黄先生用余速挤开施工锥桶,让半个车身停在了封闭的施工区域内。最终,在施工人员的帮助下,车辆才完全被推入安全区域。黄先生表示,当时高速上车流量大,情况十分紧急。他认为如果晚打10秒双闪,后面的大车很可能会刹不住车。</p><p>事故发生后,黄先生第一时间通过特斯拉APP联系了道路救援,车辆最终被拖至重庆的特斯拉服务中心进行维修。维修清单显示,特斯拉更换了包括“HVP”配件、蓄电池PCB线路板、以及蓄电池熔断器(即保险丝)等多个零件。黄先生说,由于车辆尚在质保期内,此次维修费用全免。但是对于故障原因,特斯拉售后服务的回应前后不一,引发了黄先生的强烈不满。</p><img src=\"https://inews.gtimg.com/om_bt/OdXedi9vbCQnap8X3wOEVhKwehbJbc1ZDCHzd0mTBrZB4AA/0\"/><p>黄先生告诉记者,在事故次日他前往4S店时,工作人员最初回复,事故原因是隧道口的基站功率过高,导致车辆的保险丝直接熔断。他们解释这是为了保护车辆和乘客安全,类似家中的“跳闸”。</p><p>但是,当黄先生要求特斯拉官方给出明确的故障原因时,400客服表示会将问题反馈给4S店,由门店代表官方回复。在与4S店的进一步通话中,店方又改口称此前的“基站”说法仅是“一种可能的分析”,无法“百分之百”确定原因。他们表示只能根据故障现象判断并更换损坏的配件,无法轻易下结论。</p><img src=\"https://inews.gtimg.com/om_bt/OuJ3ylBE7AUI9d2KLiXWDWmMoILLD_wrN9xFG_wJJG7_8AA/0\"/><p>虽然车辆已于11月27日上午被通知修好,但黄先生拒绝提车。他表示,特斯拉的服务态度和响应速度值得肯定,但如果不能确定事故原因并排除质量隐患,他不敢再驾驶这辆车。</p><p>11月27日下午,记者就此事致电特斯拉客服,客服记录下了相关信息,并表示后续会有相关工作人员回复。截至发稿前,暂未收到回复。</p><p>见习记者 马斌</p><p>视频 马斌</p><p>校对 石伟</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Model 3高速突然失去动力,官方未明确原因车主不敢开</title>\n<style type=\"text/css\">\na,abbr,acronym,address,applet,article,aside,audio,b,big,blockquote,body,canvas,caption,center,cite,code,dd,del,details,dfn,div,dl,dt,\nem,embed,fieldset,figcaption,figure,footer,form,h1,h2,h3,h4,h5,h6,header,hgroup,html,i,iframe,img,ins,kbd,label,legend,li,mark,menu,nav,\nobject,ol,output,p,pre,q,ruby,s,samp,section,small,span,strike,strong,sub,summary,sup,table,tbody,td,tfoot,th,thead,time,tr,tt,u,ul,var,video{ font:inherit;margin:0;padding:0;vertical-align:baseline;border:0 }\nbody{ font-size:16px; line-height:1.5; color:#999; background:transparent; }\n.wrapper{ overflow:hidden;word-break:break-all;padding:10px; }\nh1,h2{ font-weight:normal; line-height:1.35; margin-bottom:.6em; }\nh3,h4,h5,h6{ line-height:1.35; margin-bottom:1em; }\nh1{ font-size:24px; }\nh2{ font-size:20px; }\nh3{ font-size:18px; }\nh4{ font-size:16px; }\nh5{ font-size:14px; }\nh6{ font-size:12px; }\np,ul,ol,blockquote,dl,table{ margin:1.2em 0; }\nul,ol{ margin-left:2em; }\nul{ list-style:disc; }\nol{ list-style:decimal; }\nli,li p{ margin:10px 0;}\nimg{ max-width:100%;display:block;margin:0 auto 1em; }\nblockquote{ color:#B5B2B1; border-left:3px solid #aaa; padding:1em; }\nstrong,b{font-weight:bold;}\nem,i{font-style:italic;}\ntable{ width:100%;border-collapse:collapse;border-spacing:1px;margin:1em 0;font-size:.9em; }\nth,td{ padding:5px;text-align:left;border:1px solid #aaa; }\nth{ font-weight:bold;background:#5d5d5d; }\n.symbol-link{font-weight:bold;}\n/* header{ border-bottom:1px solid #494756; } */\n.title{ margin:0 0 8px;line-height:1.3;color:#ddd; }\n.meta {color:#5e5c6d;font-size:13px;margin:0 0 .5em; }\na{text-decoration:none; color:#2a4b87;}\n.meta .head { display: inline-block; overflow: hidden}\n.head .h-thumb { width: 30px; height: 30px; margin: 0; padding: 0; border-radius: 50%; float: left;}\n.head .h-content { margin: 0; padding: 0 0 0 9px; float: left;}\n.head .h-name {font-size: 13px; color: #eee; margin: 0;}\n.head .h-time {font-size: 11px; color: #7E829C; margin: 0;line-height: 11px;}\n.small {font-size: 12.5px; display: inline-block; transform: scale(0.9); -webkit-transform: scale(0.9); transform-origin: left; -webkit-transform-origin: left;}\n.smaller {font-size: 12.5px; display: inline-block; transform: scale(0.8); -webkit-transform: scale(0.8); transform-origin: left; -webkit-transform-origin: left;}\n.bt-text {font-size: 12px;margin: 1.5em 0 0 0}\n.bt-text p {margin: 0}\n</style>\n</head>\n<body>\n<div class=\"wrapper\">\n<header>\n<h2 class=\"title\">\n特斯拉Model 3高速突然失去动力,官方未明确原因车主不敢开\n</h2>\n\n<h4 class=\"meta\">\n\n\n2025-11-28 17:39 北京时间 <a href=http://gu.qq.com/resources/shy/news/detail-v2/index.html#/?id=nesSN20251128174456a7174543&s=b><strong>扬眼</strong></a>\n\n\n</h4>\n\n</header>\n<article>\n<div>\n<p>近日,重庆市民黄先生在社交媒体发帖,讲述了他驾驶的特斯拉Model 3在高速隧道内突发失去动力的惊险经历。目前,车辆在质保期内虽然获得了免费维修,但特斯拉方面对于事故原因的模糊回应,让黄先生对车辆的安全性深感担忧。黄先生告诉记者,他的这辆特斯拉Model 3购于2023年,落地价约26万余元,该车此前进行过两次维修,一次热泵空调故障和一次因事故更换了方向机,一直以来驾驶都正常。11月25日下午5点...</p>\n\n<a href=\"http://gu.qq.com/resources/shy/news/detail-v2/index.html#/?id=nesSN20251128174456a7174543&s=b\">Web Link</a>\n\n</div>\n\n\n</article>\n</div>\n</body>\n</html>\n","type":0,"thumbnail":"","relate_stocks":{"LU1674673428.USD":"HSBC GIF GLOBAL LOWER CARBON EQUITY \"AC\" (USD) ACC","LU1267930730.SGD":"富兰克林美国机遇基金AS Acc SGD (CPF)","LU1429558221.USD":"Natixis Loomis Sayles US Growth Equity RA USD","SG9999015952.SGD":"LIONGLOBAL DISRUPTIVE INNOVATION \"I\" (SGD) ACC","LU1861220033.SGD":"Blackrock Next Generation Technology A2 SGD-H","LU2456880835.USD":"ALLIANZ GLOBAL INCOME \"AT\" (USD) ACC","LU1366192091.USD":"ALLIANZ US EQUITY PLUS \"AM\" (USD) INC","LU0823411888.USD":"法巴消费创新基金 Cap","BK4543":"AI","LU1066051811.HKD":"HSBC GIF GLOBAL EQUITY VOLATILITY FOCUSED \"AM2\" (HKD) INC","TSYW.SI":"TESLA 3xLongSG261006","BK4099":"汽车制造商","LU2236285917.USD":"ALLIANZ GLOBAL INCOME \"AMG\" (USD) INC","LU0823414478.USD":"法巴经典能源转换基金","IE00BK4W5M84.HKD":"HSBC GLOBAL FUNDS ICAV US EQUITY INDEX \"HC\" (HKD) ACC","BK4534":"瑞士信贷持仓","IE00BWXC8680.SGD":"PINEBRIDGE US LARGE CAP RESEARCH ENHANCED \"A5\" (SGD) ACC","LU0466842654.USD":"HSBC ISLAMIC GLOBAL EQUITY INDEX \"A\" (USD) ACC","LU2462157665.USD":"ALLIANZ GLOBAL INCOME \"A\" (USD) INC","IE00B19Z8X17.USD":"FTGF CLEARBRIDGE US LARGE CAP GROWTH \"AG\" (USD) ACC","TSLA":"特斯拉","LU2087621335.USD":"ALLSPRING GLOBAL FACTOR ENHANCED EQUITY \"A\" (USD) ACC","LU0345769128.USD":"NINETY ONE GSF GLOBAL EQUITY \"A\" (USD) ACC","LU1852331112.SGD":"Blackrock World Technology Fund A2 SGD-H","IE00B1BXHZ80.USD":"Legg Mason ClearBridge - US Appreciation A Acc USD","LU2750360641.GBP":"INVESCO GLOBAL EQUITY INCOME ADVANTAGE \"A\" (GBPHDG) INC","BK4516":"特朗普概念","LU2250418816.HKD":"BGF WORLD TECHNOLOGY \"A\" (HKD) ACC","BK4612":"AI芯片","LU2063271972.USD":"富兰克林创新领域基金","LU2896262040.SGD":"JPM US GROWTH FUND \"A\" (SGD) ACC","TSLL":"2倍做多TSLA ETF-Direxion","BK4592":"伊斯兰概念","LU0198837287.USD":"UBS (LUX) EQUITY SICAV - USA GROWTH \"P\" (USD) ACC","LU0345770308.USD":"NINETY ONE GSF GLOBAL STRATEGIC EQUITY \"A\" (USD) ACC","LU2360106780.USD":"BGF WORLD TECHNOLOGY \"A4\" (USD) INC","SG9999015986.USD":"LIONGLOBAL DISRUPTIVE INNOVATION \"I\" (USD) ACC","LU1066051225.USD":"HSBC GIF GLOBAL EQUITY VOLATILITY FOCUSED \"AC\" (USD) ACC","LU0077335932.USD":"FIDELITY AMERICAN GROWTH \"A\" INC","BK4550":"红杉资本持仓","LU0345770993.USD":"NINETY ONE GSF GLOBAL STRATEGIC EQUITY \"A\" (USD) INC","LU1066051498.USD":"HSBC GIF GLOBAL EQUITY VOLATILITY FOCUSED \"AM2\" (USD) INC","LU1066053197.SGD":"HSBC GIF GLOBAL EQUITY VOLATILITY FOCUSED \"AM3\" (SGDHDG) INC","LU2023250330.USD":"ALLIANZ INCOME AND GROWTH \"AMG\" (USD) INC","BK4574":"无人驾驶","BK4598":"佩洛西持仓","LU0820561909.HKD":"ALLIANZ INCOME AND GROWTH \"AM\" (HKD) INC","IE00BJLML261.HKD":"HSBC GLOBAL EQUITY INDEX \"HCH\" (HKD) ACC","LU2249611893.SGD":"BNP PARIBAS ENERGY TRANSITION \"CRH\" (SGD) ACC","LU0323591593.USD":"SCHRODER ISF QEP GLOBAL QUALITY \"A\" (USD) ACC"},"source_url":"http://gu.qq.com/resources/shy/news/detail-v2/index.html#/?id=nesSN20251128174456a7174543&s=b","is_english":false,"share_image_url":"https://static.laohu8.com/9a95c1376e76363c1401fee7d3717173","article_id":"2586785398","content_text":"近日,重庆市民黄先生在社交媒体发帖,讲述了他驾驶的特斯拉Model 3在高速隧道内突发失去动力的惊险经历。目前,车辆在质保期内虽然获得了免费维修,但特斯拉方面对于事故原因的模糊回应,让黄先生对车辆的安全性深感担忧。黄先生告诉记者,他的这辆特斯拉Model 3购于2023年,落地价约26万余元,该车此前进行过两次维修,一次热泵空调故障和一次因事故更换了方向机,一直以来驾驶都正常。11月25日下午5点半左右,他驾驶着这辆特斯拉Model 3在成都至重庆的高速路上行驶,当车辆驶入巴岳山隧道约200米时,车辆的右后方突然传来“砰”的一声轻微响动。紧接着,车载电脑立即发出“请安全靠边,车辆正在关闭”的警告。事发时,黄先生发现踩电门已无动力,虽然刹车和方向盘尚能使用,但在高速隧道内失去动力极度危险。黄先生回忆,他当时在最左侧车道,凭借车辆的余速和后方车辆的避让,勉强将车变道至中间车道。然而,速度很快耗尽,幸亏最右侧车道有施工工人正在封闭施工。黄先生用余速挤开施工锥桶,让半个车身停在了封闭的施工区域内。最终,在施工人员的帮助下,车辆才完全被推入安全区域。黄先生表示,当时高速上车流量大,情况十分紧急。他认为如果晚打10秒双闪,后面的大车很可能会刹不住车。事故发生后,黄先生第一时间通过特斯拉APP联系了道路救援,车辆最终被拖至重庆的特斯拉服务中心进行维修。维修清单显示,特斯拉更换了包括“HVP”配件、蓄电池PCB线路板、以及蓄电池熔断器(即保险丝)等多个零件。黄先生说,由于车辆尚在质保期内,此次维修费用全免。但是对于故障原因,特斯拉售后服务的回应前后不一,引发了黄先生的强烈不满。黄先生告诉记者,在事故次日他前往4S店时,工作人员最初回复,事故原因是隧道口的基站功率过高,导致车辆的保险丝直接熔断。他们解释这是为了保护车辆和乘客安全,类似家中的“跳闸”。但是,当黄先生要求特斯拉官方给出明确的故障原因时,400客服表示会将问题反馈给4S店,由门店代表官方回复。在与4S店的进一步通话中,店方又改口称此前的“基站”说法仅是“一种可能的分析”,无法“百分之百”确定原因。他们表示只能根据故障现象判断并更换损坏的配件,无法轻易下结论。虽然车辆已于11月27日上午被通知修好,但黄先生拒绝提车。他表示,特斯拉的服务态度和响应速度值得肯定,但如果不能确定事故原因并排除质量隐患,他不敢再驾驶这辆车。11月27日下午,记者就此事致电特斯拉客服,客服记录下了相关信息,并表示后续会有相关工作人员回复。截至发稿前,暂未收到回复。见习记者 马斌视频 马斌校对 石伟","news_type":1,"symbols_score_info":{"TSLA":1.5,"TSYW.SI":0.6,"TSLL":1.5}},"isVote":1,"tweetType":1,"viewCount":149,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"CN","totalScore":0},{"id":504932980511128,"gmtCreate":1764293202464,"gmtModify":1764293205209,"author":{"id":"3560418186602071","authorId":"3560418186602071","name":"畜牧教主马斯克","avatar":"https://static.tigerbbs.com/58bf1dddf2200bde0bbfcaedaadea959","crmLevel":6,"crmLevelSwitch":1,"followedFlag":false,"authorIdStr":"3560418186602071","idStr":"3560418186602071"},"themes":[],"title":"","htmlText":" 别的传统车企都不用你的还指望扩大影响力嘛?宗教里的人自己玩玩得了。","listText":" 别的传统车企都不用你的还指望扩大影响力嘛?宗教里的人自己玩玩得了。","text":"别的传统车企都不用你的还指望扩大影响力嘛?宗教里的人自己玩玩得了。","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":0,"commentSize":0,"repostSize":0,"link":"https://laohu8.com/post/504932980511128","repostId":"2586729770","repostType":2,"isVote":1,"tweetType":1,"viewCount":148,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"CN","totalScore":0},{"id":504344410763312,"gmtCreate":1764158858408,"gmtModify":1764158861134,"author":{"id":"3560418186602071","authorId":"3560418186602071","name":"畜牧教主马斯克","avatar":"https://static.tigerbbs.com/58bf1dddf2200bde0bbfcaedaadea959","crmLevel":6,"crmLevelSwitch":1,"followedFlag":false,"authorIdStr":"3560418186602071","idStr":"3560418186602071"},"themes":[],"title":"","htmlText":"万亿估值的创业公司,也就有养殖业第一人的马圣有这个实力了吧","listText":"万亿估值的创业公司,也就有养殖业第一人的马圣有这个实力了吧","text":"万亿估值的创业公司,也就有养殖业第一人的马圣有这个实力了吧","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":0,"commentSize":0,"repostSize":0,"link":"https://laohu8.com/post/504344410763312","repostId":"1110329538","repostType":2,"repost":{"id":"1110329538","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":1764127146,"share":"https://www.laohu8.com/m/news/1110329538?lang=&edition=full","pubTime":"2025-11-26 11:19","market":"us","language":"zh","title":"有分析师指特斯拉股价有望涨至525美元:传统车企无法像创业公司那样思考","url":"https://stock-news.laohu8.com/highlight/detail?id=1110329538","media":"老虎资讯综合","summary":"特斯拉股价盘中最低跌至405.95美元,最终收于419.40美元,上涨0.4%。考虑到周一特斯拉大涨6.2%,这次涨幅相对较小。特斯拉涨幅更大,部分原因是它此前跌得更多。在本周开始前,特斯拉股价本月已下跌14.3%。对自动驾驶的乐观情绪也给予了特斯拉股价提振。百年汽车行业无法像科技初创公司那样思考,这并不是新问题。而标普500指数成分股的平均“买入”比例约为55%。特斯拉股票的分析师平均目标价约为401美元。","content":"<html><head></head><body><p>周二,随着全球汽车制造商重新评估自动驾驶技术对其业务意味着什么,特斯拉(TSLA)股价先跌后小幅回升。自动驾驶是一种具有破坏性的威胁——但目前,传统车企似乎并不打算授权使用特斯拉的自动驾驶技术。</p><p></p><p class=\"t-img-caption\"><img src=\"https://community-static.tradeup.com/news/2cc976af4c672d4ba9bca78de1f62dcd\" tg-width=\"560\" tg-height=\"240\"/></p><p>特斯拉股价盘中最低跌至405.95美元,最终收于419.40美元,上涨0.4%。标普500指数(SPX)和道琼斯工业平均指数(DJIA)分别上涨0.9%和1.4%。考虑到周一特斯拉大涨6.2%,这次涨幅相对较小。</p><p>周一,美股市场反弹,纳斯达克综合指数(COMP)上涨2.7%。特斯拉涨幅更大,部分原因是它此前跌得更多。在本周开始前,特斯拉股价本月已下跌14.3%。</p><p>对自动驾驶的乐观情绪也给予了特斯拉股价提振。Melius Research 的分析师 Rob Wertheimer 周一写道,特斯拉的全自动驾驶(FSD)技术正在迅速提升,并扩大其对传统汽车行业的领先优势。</p><p>“在过去十年,甚至直到一两年前,我们都认为其他公司能够很快追上,”Wertheimer 写道。“现在我们不再那么确定……我们正在思考芯片、垂直整合、软件,以及以另一种方式定义车辆的决策。汽车行业是个古老行业,也许传统车企在运营和战略上过于专注于成本。”</p><p>百年汽车行业无法像科技初创公司那样思考,这并不是新问题。特斯拉 CEO 埃隆·马斯克过去也暗示过,一种解决方案是让传统行业授权使用特斯拉技术。但这看起来没有什么进展。</p><p>“我已经试图警告他们,甚至提出授权特斯拉 FSD,但他们不想要!太疯狂了。”马斯克周一发推写道“当传统车企偶尔联系时,他们只想在五年后、做一个小项目中试着使用 FSD,并且提出一些对特斯拉完全无法接受的要求——毫无意义。”</p><p class=\"t-img-caption\"><img src=\"https://community-static.tradeup.com/news/debb985d292273ab49fdad79aeb51075\" tg-width=\"666\" tg-height=\"376\"/></p><p>这种冷漠态度可能会反过来伤害他们自己。Wertheimer 补充说:“我们不认为传统车企能轻易赶上;大多数似乎落后很多年,甚至可能没有正确的态度、设计或商业模式。Karl Benz 在1893年芝加哥世界博览会上推出了第一辆量产汽车。25年后,马车及相关产业下降了60%,如果不是大萧条,最终的全面崩溃可能会更早到来。”</p><p>他完全看好自动驾驶汽车的颠覆潜力,并给予特斯拉“买入”评级。他的目标价为每股525美元。根据 FactSet 数据,目前覆盖特斯拉股票的分析师中,有41%给予“买入”评级。而标普500指数成分股的平均“买入”比例约为55%。</p><p>特斯拉股票的分析师平均目标价约为401美元。然而,分析师之间的目标价分歧非常大,范围从约120美元到600美元不等,480美元的差距约等于平均目标价的120%。同样计算方式用于苹果(AAPL)股票,则约为40%。</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>有分析师指特斯拉股价有望涨至525美元:传统车企无法像创业公司那样思考</title>\n<style type=\"text/css\">\na,abbr,acronym,address,applet,article,aside,audio,b,big,blockquote,body,canvas,caption,center,cite,code,dd,del,details,dfn,div,dl,dt,\nem,embed,fieldset,figcaption,figure,footer,form,h1,h2,h3,h4,h5,h6,header,hgroup,html,i,iframe,img,ins,kbd,label,legend,li,mark,menu,nav,\nobject,ol,output,p,pre,q,ruby,s,samp,section,small,span,strike,strong,sub,summary,sup,table,tbody,td,tfoot,th,thead,time,tr,tt,u,ul,var,video{ font:inherit;margin:0;padding:0;vertical-align:baseline;border:0 }\nbody{ font-size:16px; line-height:1.5; color:#999; background:transparent; }\n.wrapper{ overflow:hidden;word-break:break-all;padding:10px; }\nh1,h2{ font-weight:normal; line-height:1.35; margin-bottom:.6em; }\nh3,h4,h5,h6{ line-height:1.35; margin-bottom:1em; }\nh1{ font-size:24px; }\nh2{ font-size:20px; }\nh3{ font-size:18px; }\nh4{ font-size:16px; }\nh5{ font-size:14px; }\nh6{ font-size:12px; }\np,ul,ol,blockquote,dl,table{ margin:1.2em 0; }\nul,ol{ margin-left:2em; }\nul{ list-style:disc; }\nol{ list-style:decimal; }\nli,li p{ margin:10px 0;}\nimg{ max-width:100%;display:block;margin:0 auto 1em; }\nblockquote{ color:#B5B2B1; border-left:3px solid #aaa; padding:1em; }\nstrong,b{font-weight:bold;}\nem,i{font-style:italic;}\ntable{ width:100%;border-collapse:collapse;border-spacing:1px;margin:1em 0;font-size:.9em; }\nth,td{ padding:5px;text-align:left;border:1px solid #aaa; }\nth{ font-weight:bold;background:#5d5d5d; }\n.symbol-link{font-weight:bold;}\n/* header{ border-bottom:1px solid #494756; } */\n.title{ margin:0 0 8px;line-height:1.3;color:#ddd; }\n.meta {color:#5e5c6d;font-size:13px;margin:0 0 .5em; }\na{text-decoration:none; color:#2a4b87;}\n.meta .head { display: inline-block; overflow: hidden}\n.head .h-thumb { width: 30px; height: 30px; margin: 0; padding: 0; border-radius: 50%; float: left;}\n.head .h-content { margin: 0; padding: 0 0 0 9px; float: left;}\n.head .h-name {font-size: 13px; color: #eee; margin: 0;}\n.head .h-time {font-size: 11px; color: #7E829C; margin: 0;line-height: 11px;}\n.small {font-size: 12.5px; display: inline-block; transform: scale(0.9); -webkit-transform: scale(0.9); transform-origin: left; -webkit-transform-origin: left;}\n.smaller {font-size: 12.5px; display: inline-block; transform: scale(0.8); -webkit-transform: scale(0.8); transform-origin: left; -webkit-transform-origin: left;}\n.bt-text {font-size: 12px;margin: 1.5em 0 0 0}\n.bt-text p {margin: 0}\n</style>\n</head>\n<body>\n<div class=\"wrapper\">\n<header>\n<h2 class=\"title\">\n有分析师指特斯拉股价有望涨至525美元:传统车企无法像创业公司那样思考\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\">2025-11-26 11:19</p>\n</div>\n\n</a>\n\n\n</h4>\n\n</header>\n<article>\n<html><head></head><body><p>周二,随着全球汽车制造商重新评估自动驾驶技术对其业务意味着什么,特斯拉(TSLA)股价先跌后小幅回升。自动驾驶是一种具有破坏性的威胁——但目前,传统车企似乎并不打算授权使用特斯拉的自动驾驶技术。</p><p></p><p class=\"t-img-caption\"><img src=\"https://community-static.tradeup.com/news/2cc976af4c672d4ba9bca78de1f62dcd\" tg-width=\"560\" tg-height=\"240\"/></p><p>特斯拉股价盘中最低跌至405.95美元,最终收于419.40美元,上涨0.4%。标普500指数(SPX)和道琼斯工业平均指数(DJIA)分别上涨0.9%和1.4%。考虑到周一特斯拉大涨6.2%,这次涨幅相对较小。</p><p>周一,美股市场反弹,纳斯达克综合指数(COMP)上涨2.7%。特斯拉涨幅更大,部分原因是它此前跌得更多。在本周开始前,特斯拉股价本月已下跌14.3%。</p><p>对自动驾驶的乐观情绪也给予了特斯拉股价提振。Melius Research 的分析师 Rob Wertheimer 周一写道,特斯拉的全自动驾驶(FSD)技术正在迅速提升,并扩大其对传统汽车行业的领先优势。</p><p>“在过去十年,甚至直到一两年前,我们都认为其他公司能够很快追上,”Wertheimer 写道。“现在我们不再那么确定……我们正在思考芯片、垂直整合、软件,以及以另一种方式定义车辆的决策。汽车行业是个古老行业,也许传统车企在运营和战略上过于专注于成本。”</p><p>百年汽车行业无法像科技初创公司那样思考,这并不是新问题。特斯拉 CEO 埃隆·马斯克过去也暗示过,一种解决方案是让传统行业授权使用特斯拉技术。但这看起来没有什么进展。</p><p>“我已经试图警告他们,甚至提出授权特斯拉 FSD,但他们不想要!太疯狂了。”马斯克周一发推写道“当传统车企偶尔联系时,他们只想在五年后、做一个小项目中试着使用 FSD,并且提出一些对特斯拉完全无法接受的要求——毫无意义。”</p><p class=\"t-img-caption\"><img src=\"https://community-static.tradeup.com/news/debb985d292273ab49fdad79aeb51075\" tg-width=\"666\" tg-height=\"376\"/></p><p>这种冷漠态度可能会反过来伤害他们自己。Wertheimer 补充说:“我们不认为传统车企能轻易赶上;大多数似乎落后很多年,甚至可能没有正确的态度、设计或商业模式。Karl Benz 在1893年芝加哥世界博览会上推出了第一辆量产汽车。25年后,马车及相关产业下降了60%,如果不是大萧条,最终的全面崩溃可能会更早到来。”</p><p>他完全看好自动驾驶汽车的颠覆潜力,并给予特斯拉“买入”评级。他的目标价为每股525美元。根据 FactSet 数据,目前覆盖特斯拉股票的分析师中,有41%给予“买入”评级。而标普500指数成分股的平均“买入”比例约为55%。</p><p>特斯拉股票的分析师平均目标价约为401美元。然而,分析师之间的目标价分歧非常大,范围从约120美元到600美元不等,480美元的差距约等于平均目标价的120%。同样计算方式用于苹果(AAPL)股票,则约为40%。</p></body></html>\n\n</article>\n</div>\n</body>\n</html>\n","type":0,"thumbnail":"https://community-static.tradeup.com/news/be0bcd73f4e89fc582ccde5128f50b4c","relate_stocks":{"TSLA":"特斯拉"},"source_url":"","is_english":false,"share_image_url":"https://static.laohu8.com/e9f99090a1c2ed51c021029395664489","article_id":"1110329538","content_text":"周二,随着全球汽车制造商重新评估自动驾驶技术对其业务意味着什么,特斯拉(TSLA)股价先跌后小幅回升。自动驾驶是一种具有破坏性的威胁——但目前,传统车企似乎并不打算授权使用特斯拉的自动驾驶技术。特斯拉股价盘中最低跌至405.95美元,最终收于419.40美元,上涨0.4%。标普500指数(SPX)和道琼斯工业平均指数(DJIA)分别上涨0.9%和1.4%。考虑到周一特斯拉大涨6.2%,这次涨幅相对较小。周一,美股市场反弹,纳斯达克综合指数(COMP)上涨2.7%。特斯拉涨幅更大,部分原因是它此前跌得更多。在本周开始前,特斯拉股价本月已下跌14.3%。对自动驾驶的乐观情绪也给予了特斯拉股价提振。Melius Research 的分析师 Rob Wertheimer 周一写道,特斯拉的全自动驾驶(FSD)技术正在迅速提升,并扩大其对传统汽车行业的领先优势。“在过去十年,甚至直到一两年前,我们都认为其他公司能够很快追上,”Wertheimer 写道。“现在我们不再那么确定……我们正在思考芯片、垂直整合、软件,以及以另一种方式定义车辆的决策。汽车行业是个古老行业,也许传统车企在运营和战略上过于专注于成本。”百年汽车行业无法像科技初创公司那样思考,这并不是新问题。特斯拉 CEO 埃隆·马斯克过去也暗示过,一种解决方案是让传统行业授权使用特斯拉技术。但这看起来没有什么进展。“我已经试图警告他们,甚至提出授权特斯拉 FSD,但他们不想要!太疯狂了。”马斯克周一发推写道“当传统车企偶尔联系时,他们只想在五年后、做一个小项目中试着使用 FSD,并且提出一些对特斯拉完全无法接受的要求——毫无意义。”这种冷漠态度可能会反过来伤害他们自己。Wertheimer 补充说:“我们不认为传统车企能轻易赶上;大多数似乎落后很多年,甚至可能没有正确的态度、设计或商业模式。Karl Benz 在1893年芝加哥世界博览会上推出了第一辆量产汽车。25年后,马车及相关产业下降了60%,如果不是大萧条,最终的全面崩溃可能会更早到来。”他完全看好自动驾驶汽车的颠覆潜力,并给予特斯拉“买入”评级。他的目标价为每股525美元。根据 FactSet 数据,目前覆盖特斯拉股票的分析师中,有41%给予“买入”评级。而标普500指数成分股的平均“买入”比例约为55%。特斯拉股票的分析师平均目标价约为401美元。然而,分析师之间的目标价分歧非常大,范围从约120美元到600美元不等,480美元的差距约等于平均目标价的120%。同样计算方式用于苹果(AAPL)股票,则约为40%。","news_type":1,"symbols_score_info":{"TSLA":2}},"isVote":1,"tweetType":1,"viewCount":192,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"CN","totalScore":0},{"id":504329545957928,"gmtCreate":1764155401746,"gmtModify":1764155404708,"author":{"id":"3560418186602071","authorId":"3560418186602071","name":"畜牧教主马斯克","avatar":"https://static.tigerbbs.com/58bf1dddf2200bde0bbfcaedaadea959","crmLevel":6,"crmLevelSwitch":1,"followedFlag":false,"authorIdStr":"3560418186602071","idStr":"3560418186602071"},"themes":[],"title":"","htmlText":"假新闻,特斯拉从来不出事故,出事故的人已经开不了口了。","listText":"假新闻,特斯拉从来不出事故,出事故的人已经开不了口了。","text":"假新闻,特斯拉从来不出事故,出事故的人已经开不了口了。","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":0,"commentSize":2,"repostSize":0,"link":"https://laohu8.com/post/504329545957928","repostId":"2586814234","repostType":2,"repost":{"id":"2586814234","kind":"news","pubTimestamp":1764144094,"share":"https://www.laohu8.com/m/news/2586814234?lang=&edition=full","pubTime":"2025-11-26 16:01","market":"us","language":"zh","title":"数据显示特斯拉为美国最危险汽车品牌","url":"https://stock-news.laohu8.com/highlight/detail?id=2586814234","media":"盖世汽车","summary":"特斯拉Model S的致命碰撞率为“每10亿英里5.8起”,是美国汽车平均水平的两倍多。与此同时,全球销量最高的车型——特斯拉Model Y的致命碰撞率高达“每10亿英里10.6起”,接近美国汽车平均水平的四倍。特斯拉Model Y的危险度在美国所有车型中排名第六,现代Venue以“每10亿英里13.9起”的成绩位居榜首。这种明显的矛盾可能表明,高致命碰撞率与特斯拉的整体车辆设计无直接关联,而是源于工程缺陷,再加上驾驶员行为或道路条件等因素。","content":"<html><body><article><p>盖世汽车讯 据外媒报道,根据iSeeCars的一项新研究,美国致命事故分析报告系统(Fatality Analysis Reporting System)的数据显示,美国电动汽车制造商<a href=\"https://laohu8.com/S/TSLA\">特斯拉</a>旗下车型的致命碰撞率为“每行驶10亿英里5.6起”,高于美国平均水平的2.8;起亚和别克紧随其后,分别为5.5和4.8。</p><img src=\"https://fid-75186.picgzc.qpic.cn/20251126160137415d163e5n0a7nhmc2\"/><p>Model S;图片来源:特斯拉</p><p>该研究聚焦“2018年款至2022年款车型”在“2017年至2022年间”发生的乘员致命碰撞事故,结果显示特斯拉多款单一车型的致命碰撞率也位居前列。</p><p>特斯拉Model S的致命碰撞率为“每10亿英里5.8起”,是美国汽车平均水平的两倍多。与此同时,全球销量最高的车型——特斯拉Model Y的致命碰撞率高达“每10亿英里10.6起”,接近美国汽车平均水平的四倍。特斯拉Model Y的危险度在美国所有车型中排名第六,现代Venue以“每10亿英里13.9起”的成绩位居榜首。</p><p>这一发现与特斯拉“先进安全配置”的声誉形成鲜明反差——2024年款Model Y获得了美国公路安全保险协会(IIHS)的“顶级安全之选+”(Top Safety Pick+)认证,其他特斯拉车型也获得了IIHS的高分评价。</p><p>这种明显的矛盾可能表明,高致命碰撞率与特斯拉的整体车辆设计无直接关联,而是源于工程缺陷,再加上驾驶员行为或道路条件等因素。特斯拉目前涉及多起与致命事故相关的诉讼:其自动驾驶辅助系统(Autopilot)已被认定对2019年的一起致命事故负有部分责任,特斯拉目前已就另外四起涉及Autopilot功能的碰撞事故达成庭外和解。</p><p>特斯拉还因嵌入式车门把手面临多起诉讼——在多起非致命事故中,乘员因无法从燃烧的车辆中逃脱,导致事故升级为非正常死亡。</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>数据显示特斯拉为美国最危险汽车品牌</title>\n<style type=\"text/css\">\na,abbr,acronym,address,applet,article,aside,audio,b,big,blockquote,body,canvas,caption,center,cite,code,dd,del,details,dfn,div,dl,dt,\nem,embed,fieldset,figcaption,figure,footer,form,h1,h2,h3,h4,h5,h6,header,hgroup,html,i,iframe,img,ins,kbd,label,legend,li,mark,menu,nav,\nobject,ol,output,p,pre,q,ruby,s,samp,section,small,span,strike,strong,sub,summary,sup,table,tbody,td,tfoot,th,thead,time,tr,tt,u,ul,var,video{ font:inherit;margin:0;padding:0;vertical-align:baseline;border:0 }\nbody{ font-size:16px; line-height:1.5; color:#999; background:transparent; }\n.wrapper{ overflow:hidden;word-break:break-all;padding:10px; }\nh1,h2{ font-weight:normal; line-height:1.35; margin-bottom:.6em; }\nh3,h4,h5,h6{ line-height:1.35; margin-bottom:1em; }\nh1{ font-size:24px; }\nh2{ font-size:20px; }\nh3{ font-size:18px; }\nh4{ font-size:16px; }\nh5{ font-size:14px; }\nh6{ font-size:12px; }\np,ul,ol,blockquote,dl,table{ margin:1.2em 0; }\nul,ol{ margin-left:2em; }\nul{ list-style:disc; }\nol{ list-style:decimal; }\nli,li p{ margin:10px 0;}\nimg{ max-width:100%;display:block;margin:0 auto 1em; }\nblockquote{ color:#B5B2B1; border-left:3px solid #aaa; padding:1em; }\nstrong,b{font-weight:bold;}\nem,i{font-style:italic;}\ntable{ width:100%;border-collapse:collapse;border-spacing:1px;margin:1em 0;font-size:.9em; }\nth,td{ padding:5px;text-align:left;border:1px solid #aaa; }\nth{ font-weight:bold;background:#5d5d5d; }\n.symbol-link{font-weight:bold;}\n/* header{ border-bottom:1px solid #494756; } */\n.title{ margin:0 0 8px;line-height:1.3;color:#ddd; }\n.meta {color:#5e5c6d;font-size:13px;margin:0 0 .5em; }\na{text-decoration:none; color:#2a4b87;}\n.meta .head { display: inline-block; overflow: hidden}\n.head .h-thumb { width: 30px; height: 30px; margin: 0; padding: 0; border-radius: 50%; float: left;}\n.head .h-content { margin: 0; padding: 0 0 0 9px; float: left;}\n.head .h-name {font-size: 13px; color: #eee; margin: 0;}\n.head .h-time {font-size: 11px; color: #7E829C; margin: 0;line-height: 11px;}\n.small {font-size: 12.5px; display: inline-block; transform: scale(0.9); -webkit-transform: scale(0.9); transform-origin: left; -webkit-transform-origin: left;}\n.smaller {font-size: 12.5px; display: inline-block; transform: scale(0.8); -webkit-transform: scale(0.8); transform-origin: left; -webkit-transform-origin: left;}\n.bt-text {font-size: 12px;margin: 1.5em 0 0 0}\n.bt-text p {margin: 0}\n</style>\n</head>\n<body>\n<div class=\"wrapper\">\n<header>\n<h2 class=\"title\">\n数据显示特斯拉为美国最危险汽车品牌\n</h2>\n\n<h4 class=\"meta\">\n\n\n2025-11-26 16:01 北京时间 <a href=http://gu.qq.com/resources/shy/news/detail-v2/index.html#/?id=nesSN20251126160143a4bb4b48&s=b><strong>盖世汽车</strong></a>\n\n\n</h4>\n\n</header>\n<article>\n<div>\n<p>盖世汽车讯 据外媒报道,根据iSeeCars的一项新研究,美国致命事故分析报告系统(Fatality Analysis Reporting System)的数据显示,美国电动汽车制造商特斯拉旗下车型的致命碰撞率为“每行驶10亿英里5.6起”,高于美国平均水平的2.8;起亚和别克紧随其后,分别为5.5和4.8。Model S;图片来源:特斯拉该研究聚焦“2018年款至2022年款车型”在“2017年...</p>\n\n<a href=\"http://gu.qq.com/resources/shy/news/detail-v2/index.html#/?id=nesSN20251126160143a4bb4b48&s=b\">Web Link</a>\n\n</div>\n\n\n</article>\n</div>\n</body>\n</html>\n","type":0,"thumbnail":"","relate_stocks":{"LU2756315664.SGD":"ALLIANZ INCOME AND GROWTH \"AMI\" (SGDHDG) INC","LU2456880835.USD":"ALLIANZ GLOBAL INCOME \"AT\" (USD) ACC","TSLA":"特斯拉","IE0034235303.USD":"PINEBRIDGE US RESEARCH ENHANCED CORE EQUITY \"A\" (USD) ACC","LU1551013342.USD":"Allianz Income and Growth Cl AMg2 DIS USD","LU1435385759.SGD":"Natixis Loomis Sayles US Growth Equity RA SGD-H","LU0056508442.USD":"贝莱德世界科技基金A2","LU2471134879.HKD":"INVESCO GLOBAL EQUITY INCOME ADVANTAGE \"A\" (HKD) INC","IE00BK4W5M84.HKD":"HSBC GLOBAL FUNDS ICAV US EQUITY INDEX \"HC\" (HKD) ACC","BK4585":"ETF&股票定投概念","LU0820561909.HKD":"ALLIANZ INCOME AND GROWTH \"AM\" (HKD) INC","LU1429558221.USD":"Natixis Loomis Sayles US Growth Equity RA USD","BK4555":"新能源车","LU0348723411.USD":"ALLIANZ GLOBAL HI-TECH GROWTH \"A\" (USD) INC","LU2087621335.USD":"ALLSPRING GLOBAL FACTOR ENHANCED EQUITY \"A\" (USD) ACC","LU0943347566.SGD":"安联收益及增长平衡基金AM H2-SGD","LU0320765059.SGD":"FTIF - Franklin US Opportunities A Acc SGD","IE00BSNM7G36.USD":"NEUBERGER BERMAN SYSTEMATIC GLOBAL SUSTAINABLE VALUE \"A\" (USD) ACC","LU0820562030.AUD":"ALLIANZ INCOME AND GROWTH \"AMH2\" (AUDHDG) H2 INC","LU1778281490.HKD":"HSBC GIF GLOBAL LOWER CARBON EQUITY \"AD\" (HKD) INC","IE00B19Z9505.USD":"美盛-美国大盘成长股A Acc","BK4612":"AI芯片","LU2063271972.USD":"富兰克林创新领域基金","SG9999015945.SGD":"LionGlobal Disruptive Innovation Fund A SGD","LU2360107168.USD":"BGF NEXT GENERATION TECHNOLOGY \"A4\" (USD) INC","BK4588":"碎股","LU1066051225.USD":"HSBC GIF GLOBAL EQUITY VOLATILITY FOCUSED \"AC\" (USD) ACC","LU0077335932.USD":"FIDELITY AMERICAN GROWTH \"A\" INC","IE00BWXC8680.SGD":"PINEBRIDGE US LARGE CAP RESEARCH ENHANCED \"A5\" (SGD) ACC","LU0345770993.USD":"NINETY ONE GSF GLOBAL STRATEGIC EQUITY \"A\" (USD) INC","BK4548":"巴美列捷福持仓","LU1145028129.USD":"ALLIANZ INCOME AND GROWTH \"AQ\" (USD) INC","LU2756315318.SGD":"ALLIANZ INCOME AND GROWTH \"AMG\" (SGDHDG) INC A","LU2290526834.HKD":"BGF NEXT GENERATION TECHNOLOGY \"A2\" (HKDHDG) ACC","BK4581":"高盛持仓","LU2236285917.USD":"ALLIANZ GLOBAL INCOME \"AMG\" (USD) INC","TSLL":"2倍做多TSLA ETF-Direxion","LU0719512351.SGD":"JPMorgan Funds - US Technology A (acc) SGD","LU2023250330.USD":"ALLIANZ INCOME AND GROWTH \"AMG\" (USD) INC","IE00BJLML261.HKD":"HSBC GLOBAL EQUITY INDEX \"HCH\" (HKD) ACC","LU1674673691.USD":"HSBC GIF GLOBAL LOWER CARBON EQUITY \"AD\" (USD) INC","BK4551":"寇图资本持仓","BK4598":"佩洛西持仓","LU0198837287.USD":"UBS (LUX) EQUITY SICAV - USA GROWTH \"P\" (USD) ACC","LU2420271590.USD":"ALLIANZ SELECT INCOME AND GROWTH \"AT\" (USD) ACC","LU0316494557.USD":"FRANKLIN GLOBAL FUNDAMENTAL STRATEGIES \"A\" ACC","TSYW.SI":"TESLA 3xLongSG261006","LU0234570918.USD":"高盛全球核心股票组合Acc Close","LU1861559042.SGD":"日兴方舟颠覆性创新基金B SGD","LU0708995401.HKD":"FRANKLIN U.S. OPPORTUNITIES \"A\" (HKD) ACC"},"source_url":"http://gu.qq.com/resources/shy/news/detail-v2/index.html#/?id=nesSN20251126160143a4bb4b48&s=b","is_english":false,"share_image_url":"https://static.laohu8.com/9a95c1376e76363c1401fee7d3717173","article_id":"2586814234","content_text":"盖世汽车讯 据外媒报道,根据iSeeCars的一项新研究,美国致命事故分析报告系统(Fatality Analysis Reporting System)的数据显示,美国电动汽车制造商特斯拉旗下车型的致命碰撞率为“每行驶10亿英里5.6起”,高于美国平均水平的2.8;起亚和别克紧随其后,分别为5.5和4.8。Model S;图片来源:特斯拉该研究聚焦“2018年款至2022年款车型”在“2017年至2022年间”发生的乘员致命碰撞事故,结果显示特斯拉多款单一车型的致命碰撞率也位居前列。特斯拉Model S的致命碰撞率为“每10亿英里5.8起”,是美国汽车平均水平的两倍多。与此同时,全球销量最高的车型——特斯拉Model Y的致命碰撞率高达“每10亿英里10.6起”,接近美国汽车平均水平的四倍。特斯拉Model Y的危险度在美国所有车型中排名第六,现代Venue以“每10亿英里13.9起”的成绩位居榜首。这一发现与特斯拉“先进安全配置”的声誉形成鲜明反差——2024年款Model Y获得了美国公路安全保险协会(IIHS)的“顶级安全之选+”(Top Safety Pick+)认证,其他特斯拉车型也获得了IIHS的高分评价。这种明显的矛盾可能表明,高致命碰撞率与特斯拉的整体车辆设计无直接关联,而是源于工程缺陷,再加上驾驶员行为或道路条件等因素。特斯拉目前涉及多起与致命事故相关的诉讼:其自动驾驶辅助系统(Autopilot)已被认定对2019年的一起致命事故负有部分责任,特斯拉目前已就另外四起涉及Autopilot功能的碰撞事故达成庭外和解。特斯拉还因嵌入式车门把手面临多起诉讼——在多起非致命事故中,乘员因无法从燃烧的车辆中逃脱,导致事故升级为非正常死亡。","news_type":1,"symbols_score_info":{"TSLL":1.5,"TSYW.SI":0.6,"TSLA":1.5}},"isVote":1,"tweetType":1,"viewCount":449,"authorTweetTopStatus":1,"verified":2,"comments":[{"author":{"id":"3580169495451877","authorId":"3580169495451877","name":"杰杰高升","avatar":"https://static.laohu8.com/default-avatar.jpg","crmLevel":8,"crmLevelSwitch":0,"authorIdStr":"3580169495451877","idStr":"3580169495451877"},"content":"空头🐶 哈哈 赶紧做空","text":"空头🐶 哈哈 赶紧做空","html":"空头🐶 哈哈 赶紧做空"}],"imageCount":0,"langContent":"CN","totalScore":0},{"id":503706482045032,"gmtCreate":1763998310751,"gmtModify":1763998313277,"author":{"id":"3560418186602071","authorId":"3560418186602071","name":"畜牧教主马斯克","avatar":"https://static.tigerbbs.com/58bf1dddf2200bde0bbfcaedaadea959","crmLevel":6,"crmLevelSwitch":1,"followedFlag":false,"authorIdStr":"3560418186602071","idStr":"3560418186602071"},"themes":[],"title":"","htmlText":"其他大饼还没落地又画了一个大饼,无实物表演。极致的x控盘,马圣又显灵了。","listText":"其他大饼还没落地又画了一个大饼,无实物表演。极致的x控盘,马圣又显灵了。","text":"其他大饼还没落地又画了一个大饼,无实物表演。极致的x控盘,马圣又显灵了。","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":2,"commentSize":0,"repostSize":0,"link":"https://laohu8.com/post/503706482045032","repostId":"1102966340","repostType":2,"repost":{"id":"1102966340","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":1763997658,"share":"https://www.laohu8.com/m/news/1102966340?lang=&edition=full","pubTime":"2025-11-24 23:20","market":"us","language":"zh","title":"马斯克:每周亲自主持芯片设计会议,计划实现AI芯片快速量产目标","url":"https://stock-news.laohu8.com/highlight/detail?id=1102966340","media":"老虎资讯综合","summary":"马斯克称即将完成AI5晶片设计。","content":"<html><head></head><body><p>周一, <a href=\"https://laohu8.com/S/TSLA\">特斯拉</a> 震荡拉升,盘中大涨超6%。马斯克在社交媒体上宣布,特斯拉正大力招募AI芯片工程师,并透露自己每周亲自主持两次芯片设计会议。公司计划实现每12个月将一款新AI芯片投入量产的目标,预计最终产能将超越所有竞争对手的总和。</p><p></p><p class=\"t-img-caption\"><img src=\"https://static.tigerbbs.com/61ed9e9cc07d730e2e11803e63b6d25f\" 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\" 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>马斯克:每周亲自主持芯片设计会议,计划实现AI芯片快速量产目标</title>\n<style type=\"text/css\">\na,abbr,acronym,address,applet,article,aside,audio,b,big,blockquote,body,canvas,caption,center,cite,code,dd,del,details,dfn,div,dl,dt,\nem,embed,fieldset,figcaption,figure,footer,form,h1,h2,h3,h4,h5,h6,header,hgroup,html,i,iframe,img,ins,kbd,label,legend,li,mark,menu,nav,\nobject,ol,output,p,pre,q,ruby,s,samp,section,small,span,strike,strong,sub,summary,sup,table,tbody,td,tfoot,th,thead,time,tr,tt,u,ul,var,video{ font:inherit;margin:0;padding:0;vertical-align:baseline;border:0 }\nbody{ font-size:16px; line-height:1.5; color:#999; background:transparent; }\n.wrapper{ overflow:hidden;word-break:break-all;padding:10px; }\nh1,h2{ font-weight:normal; line-height:1.35; margin-bottom:.6em; }\nh3,h4,h5,h6{ line-height:1.35; margin-bottom:1em; }\nh1{ font-size:24px; }\nh2{ font-size:20px; }\nh3{ font-size:18px; }\nh4{ font-size:16px; }\nh5{ font-size:14px; }\nh6{ font-size:12px; }\np,ul,ol,blockquote,dl,table{ margin:1.2em 0; }\nul,ol{ margin-left:2em; }\nul{ list-style:disc; }\nol{ list-style:decimal; }\nli,li p{ margin:10px 0;}\nimg{ max-width:100%;display:block;margin:0 auto 1em; }\nblockquote{ color:#B5B2B1; border-left:3px solid #aaa; padding:1em; }\nstrong,b{font-weight:bold;}\nem,i{font-style:italic;}\ntable{ width:100%;border-collapse:collapse;border-spacing:1px;margin:1em 0;font-size:.9em; }\nth,td{ padding:5px;text-align:left;border:1px solid #aaa; }\nth{ font-weight:bold;background:#5d5d5d; }\n.symbol-link{font-weight:bold;}\n/* header{ border-bottom:1px solid #494756; } */\n.title{ margin:0 0 8px;line-height:1.3;color:#ddd; }\n.meta {color:#5e5c6d;font-size:13px;margin:0 0 .5em; }\na{text-decoration:none; color:#2a4b87;}\n.meta .head { display: inline-block; overflow: hidden}\n.head .h-thumb { width: 30px; height: 30px; margin: 0; padding: 0; border-radius: 50%; float: left;}\n.head .h-content { margin: 0; padding: 0 0 0 9px; float: left;}\n.head .h-name {font-size: 13px; color: #eee; margin: 0;}\n.head .h-time {font-size: 11px; color: #7E829C; margin: 0;line-height: 11px;}\n.small {font-size: 12.5px; display: inline-block; transform: scale(0.9); -webkit-transform: scale(0.9); transform-origin: left; -webkit-transform-origin: left;}\n.smaller {font-size: 12.5px; display: inline-block; transform: scale(0.8); -webkit-transform: scale(0.8); transform-origin: left; -webkit-transform-origin: left;}\n.bt-text {font-size: 12px;margin: 1.5em 0 0 0}\n.bt-text p {margin: 0}\n</style>\n</head>\n<body>\n<div class=\"wrapper\">\n<header>\n<h2 class=\"title\">\n马斯克:每周亲自主持芯片设计会议,计划实现AI芯片快速量产目标\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\">2025-11-24 23:20</p>\n</div>\n\n</a>\n\n\n</h4>\n\n</header>\n<article>\n<html><head></head><body><p>周一, <a href=\"https://laohu8.com/S/TSLA\">特斯拉</a> 震荡拉升,盘中大涨超6%。马斯克在社交媒体上宣布,特斯拉正大力招募AI芯片工程师,并透露自己每周亲自主持两次芯片设计会议。公司计划实现每12个月将一款新AI芯片投入量产的目标,预计最终产能将超越所有竞争对手的总和。</p><p></p><p class=\"t-img-caption\"><img src=\"https://static.tigerbbs.com/61ed9e9cc07d730e2e11803e63b6d25f\" 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/e119267d72edc1794c759c3e997eca02","relate_stocks":{"TSLA":"特斯拉"},"source_url":"","is_english":false,"share_image_url":"https://static.laohu8.com/e9f99090a1c2ed51c021029395664489","article_id":"1102966340","content_text":"周一, 特斯拉 震荡拉升,盘中大涨超6%。马斯克在社交媒体上宣布,特斯拉正大力招募AI芯片工程师,并透露自己每周亲自主持两次芯片设计会议。公司计划实现每12个月将一款新AI芯片投入量产的目标,预计最终产能将超越所有竞争对手的总和。","news_type":1,"symbols_score_info":{"TSLA":2}},"isVote":1,"tweetType":1,"viewCount":407,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"CN","totalScore":0},{"id":503704643707704,"gmtCreate":1763997727502,"gmtModify":1763997729881,"author":{"id":"3560418186602071","authorId":"3560418186602071","name":"畜牧教主马斯克","avatar":"https://static.tigerbbs.com/58bf1dddf2200bde0bbfcaedaadea959","crmLevel":6,"crmLevelSwitch":1,"followedFlag":false,"authorIdStr":"3560418186602071","idStr":"3560418186602071"},"themes":[],"title":"","htmlText":"[微笑] 每次都是一点实物都没有,给人一个表现很积极的样子仅此而已。","listText":"[微笑] 每次都是一点实物都没有,给人一个表现很积极的样子仅此而已。","text":"[微笑] 每次都是一点实物都没有,给人一个表现很积极的样子仅此而已。","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":0,"commentSize":0,"repostSize":0,"link":"https://laohu8.com/post/503704643707704","repostId":"2585980984","repostType":2,"repost":{"id":"2585980984","kind":"live","pubTimestamp":1763995742,"share":"https://www.laohu8.com/m/news/2585980984?lang=&edition=full","pubTime":"2025-11-24 22:49","market":"sg","language":"zh","title":"美股异动丨特斯拉盘初涨近5% 马斯克称将“深度参与”人工智能芯片设计","url":"https://stock-news.laohu8.com/highlight/detail?id=2585980984","media":"格隆汇","summary":"特斯拉(TSLA.US)跳空高开,盘初一度冲高近5%。消息上,埃隆·马斯克在社交媒体上宣布,特斯拉正大力招募AI芯片工程师,并透露自己每周亲自主持两次芯片设计会议。公司计划实现每12个月将一款新AI芯","content":"<html><body><p>特斯拉(TSLA.US)跳空高开,盘初一度冲高近5%。消息上,埃隆·马斯克在社交媒体上宣布,特斯拉正大力招募AI芯片工程师,并透露自己每周亲自主持两次芯片设计会议。公司计划实现每12个月将一款新AI芯片投入量产的目标,预计最终产能将超越所有竞争对手的总和。</p></body></html>","source":"live_gelonghui","collect":0,"html":"<!DOCTYPE html>\n<html>\n<head>\n<meta http-equiv=\"Content-Type\" content=\"text/html; charset=utf-8\" />\n<meta name=\"viewport\" content=\"width=device-width,initial-scale=1.0,minimum-scale=1.0,maximum-scale=1.0,user-scalable=no\"/>\n<meta name=\"format-detection\" content=\"telephone=no,email=no,address=no\" />\n<title>美股异动丨特斯拉盘初涨近5% 马斯克称将“深度参与”人工智能芯片设计</title>\n<style type=\"text/css\">\na,abbr,acronym,address,applet,article,aside,audio,b,big,blockquote,body,canvas,caption,center,cite,code,dd,del,details,dfn,div,dl,dt,\nem,embed,fieldset,figcaption,figure,footer,form,h1,h2,h3,h4,h5,h6,header,hgroup,html,i,iframe,img,ins,kbd,label,legend,li,mark,menu,nav,\nobject,ol,output,p,pre,q,ruby,s,samp,section,small,span,strike,strong,sub,summary,sup,table,tbody,td,tfoot,th,thead,time,tr,tt,u,ul,var,video{ font:inherit;margin:0;padding:0;vertical-align:baseline;border:0 }\nbody{ font-size:16px; line-height:1.5; color:#999; background:transparent; }\n.wrapper{ overflow:hidden;word-break:break-all;padding:10px; }\nh1,h2{ font-weight:normal; line-height:1.35; margin-bottom:.6em; }\nh3,h4,h5,h6{ line-height:1.35; margin-bottom:1em; }\nh1{ font-size:24px; }\nh2{ font-size:20px; }\nh3{ font-size:18px; }\nh4{ font-size:16px; }\nh5{ font-size:14px; }\nh6{ font-size:12px; }\np,ul,ol,blockquote,dl,table{ margin:1.2em 0; }\nul,ol{ margin-left:2em; }\nul{ list-style:disc; }\nol{ list-style:decimal; }\nli,li p{ margin:10px 0;}\nimg{ max-width:100%;display:block;margin:0 auto 1em; }\nblockquote{ color:#B5B2B1; border-left:3px solid #aaa; padding:1em; }\nstrong,b{font-weight:bold;}\nem,i{font-style:italic;}\ntable{ width:100%;border-collapse:collapse;border-spacing:1px;margin:1em 0;font-size:.9em; }\nth,td{ padding:5px;text-align:left;border:1px solid #aaa; }\nth{ font-weight:bold;background:#5d5d5d; }\n.symbol-link{font-weight:bold;}\n/* header{ border-bottom:1px solid #494756; } */\n.title{ margin:0 0 8px;line-height:1.3;color:#ddd; }\n.meta {color:#5e5c6d;font-size:13px;margin:0 0 .5em; }\na{text-decoration:none; color:#2a4b87;}\n.meta .head { display: inline-block; overflow: hidden}\n.head .h-thumb { width: 30px; height: 30px; margin: 0; padding: 0; border-radius: 50%; float: left;}\n.head .h-content { margin: 0; padding: 0 0 0 9px; float: left;}\n.head .h-name {font-size: 13px; color: #eee; margin: 0;}\n.head .h-time {font-size: 11px; color: #7E829C; margin: 0;line-height: 11px;}\n.small {font-size: 12.5px; display: inline-block; transform: scale(0.9); -webkit-transform: scale(0.9); transform-origin: left; -webkit-transform-origin: left;}\n.smaller {font-size: 12.5px; display: inline-block; transform: scale(0.8); -webkit-transform: scale(0.8); transform-origin: left; -webkit-transform-origin: left;}\n.bt-text {font-size: 12px;margin: 1.5em 0 0 0}\n.bt-text p {margin: 0}\n</style>\n</head>\n<body>\n<div class=\"wrapper\">\n<header>\n<h2 class=\"title\">\n美股异动丨特斯拉盘初涨近5% 马斯克称将“深度参与”人工智能芯片设计\n</h2>\n\n<h4 class=\"meta\">\n\n\n2025-11-24 22:49 北京时间 <a href=https://www.gelonghui.com/rss/live/live.xml><strong>格隆汇</strong></a>\n\n\n</h4>\n\n</header>\n<article>\n<div>\n<p>特斯拉(TSLA.US)跳空高开,盘初一度冲高近5%。消息上,埃隆·马斯克在社交媒体上宣布,特斯拉正大力招募AI芯片工程师,并透露自己每周亲自主持两次芯片设计会议。公司计划实现每12个月将一款新AI芯片投入量产的目标,预计最终产能将超越所有竞争对手的总和。</p>\n\n<a href=\"https://www.gelonghui.com/rss/live/live.xml\">Web Link</a>\n\n</div>\n\n\n</article>\n</div>\n</body>\n</html>\n","type":0,"thumbnail":"","relate_stocks":{"159813":"芯片","161631":"人工智能","TSLL":"2倍做多TSLA ETF-Direxion","BK4598":"佩洛西持仓","LU1861215975.USD":"贝莱德新一代科技基金 A2","LU0316494557.USD":"FRANKLIN GLOBAL FUNDAMENTAL STRATEGIES \"A\" ACC","LU1267930730.SGD":"富兰克林美国机遇基金AS Acc SGD (CPF)","SG9999015952.SGD":"LIONGLOBAL DISRUPTIVE INNOVATION \"I\" (SGD) ACC","LU1429558221.USD":"Natixis Loomis Sayles US Growth Equity RA USD","LU1861220033.SGD":"Blackrock Next Generation Technology A2 SGD-H","LU0708995401.HKD":"FRANKLIN U.S. OPPORTUNITIES \"A\" (HKD) ACC","LU1435385759.SGD":"Natixis Loomis Sayles US Growth Equity RA SGD-H","BK4581":"高盛持仓","IE00BK4W5L77.USD":"HSBC GLOBAL FUNDS ICAV US EQUITY INDEX \"HC\" (USD) ACC","IE0034235303.USD":"PINEBRIDGE US RESEARCH ENHANCED CORE EQUITY \"A\" (USD) ACC","LU1551013342.USD":"Allianz Income and Growth Cl AMg2 DIS USD","BK4527":"明星科技股","DXYZ":"Destiny Tech100 Inc","IE00BK4W5M84.HKD":"HSBC GLOBAL FUNDS ICAV US EQUITY INDEX \"HC\" (HKD) ACC","LU0823414478.USD":"法巴经典能源转换基金","BK4099":"汽车制造商","LU0097036916.USD":"贝莱德美国增长A2 USD","IE00B19Z8X17.USD":"FTGF CLEARBRIDGE US LARGE CAP GROWTH \"AG\" (USD) ACC","LU2403377893.USD":"ALLIANZ SELECT INCOME AND GROWTH \"AM\" (USD) INC","LU2326559502.SGD":"Natixis Loomis Sayles US Growth Equity P/A SGD-H","BK4555":"新能源车","IE00B1BXHZ80.USD":"Legg Mason ClearBridge - US Appreciation A Acc USD","LU0234572021.USD":"高盛美国核心股票组合Acc","LU0210536198.USD":"JPM US GROWTH \"A\" ACC","LU2250418816.HKD":"BGF WORLD TECHNOLOGY \"A\" (HKD) ACC","LU1861558580.USD":"日兴方舟颠覆性创新基金B","LU1778281490.HKD":"HSBC GIF GLOBAL LOWER CARBON EQUITY \"AD\" (HKD) INC","SG9999015945.SGD":"LionGlobal Disruptive Innovation Fund A SGD","LU2896262040.SGD":"JPM US GROWTH FUND \"A\" (SGD) ACC","LU2360106780.USD":"BGF WORLD TECHNOLOGY \"A4\" (USD) INC","LU0345770308.USD":"NINETY ONE GSF GLOBAL STRATEGIC EQUITY \"A\" (USD) ACC","IE00BWXC8680.SGD":"PINEBRIDGE US LARGE CAP RESEARCH ENHANCED \"A5\" (SGD) ACC","SG9999015986.USD":"LIONGLOBAL DISRUPTIVE INNOVATION \"I\" (USD) ACC","UFO":"Procure Space ETF","LU0345770993.USD":"NINETY ONE GSF GLOBAL STRATEGIC EQUITY \"A\" (USD) INC","BK4550":"红杉资本持仓","LU2756315318.SGD":"ALLIANZ INCOME AND GROWTH \"AMG\" (SGDHDG) INC A","LU1066051498.USD":"HSBC GIF GLOBAL EQUITY VOLATILITY FOCUSED \"AM2\" (USD) INC","LU2290526834.HKD":"BGF NEXT GENERATION TECHNOLOGY \"A2\" (HKDHDG) ACC","LU1232071149.USD":"AZ FUND 1 GLOBAL GROWTH SELECTOR \"AAZ\" (USDHDG) ACC","LU2023250330.USD":"ALLIANZ INCOME AND GROWTH \"AMG\" (USD) INC","TSLA":"特斯拉","TSYW.SI":"TESLA 3xLongSG261006","LU1674673691.USD":"HSBC GIF GLOBAL LOWER CARBON EQUITY \"AD\" (USD) INC"},"source_url":"https://www.gelonghui.com/rss/live/live.xml","is_english":false,"share_image_url":"https://static.laohu8.com/6b8fa6424aebe95f6781d04ef17a1852","article_id":"2585980984","content_text":"特斯拉(TSLA.US)跳空高开,盘初一度冲高近5%。消息上,埃隆·马斯克在社交媒体上宣布,特斯拉正大力招募AI芯片工程师,并透露自己每周亲自主持两次芯片设计会议。公司计划实现每12个月将一款新AI芯片投入量产的目标,预计最终产能将超越所有竞争对手的总和。","news_type":1,"symbols_score_info":{"159813":1.5,"161631":1.5,"TSLL":1.5,"TSYW.SI":0.6,"DXYZ":1.5,"TSLA":1.5,"UFO":0.6}},"isVote":1,"tweetType":1,"viewCount":314,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"CN","totalScore":0},{"id":503644655878144,"gmtCreate":1763982914704,"gmtModify":1763982917385,"author":{"id":"3560418186602071","authorId":"3560418186602071","name":"畜牧教主马斯克","avatar":"https://static.tigerbbs.com/58bf1dddf2200bde0bbfcaedaadea959","crmLevel":6,"crmLevelSwitch":1,"followedFlag":false,"authorIdStr":"3560418186602071","idStr":"3560418186602071"},"themes":[],"title":"","htmlText":"别的人要好多年而马圣只要想建一天足矣,然后可以用几天时间超过台积电。如果不行?不行还是马圣吗?","listText":"别的人要好多年而马圣只要想建一天足矣,然后可以用几天时间超过台积电。如果不行?不行还是马圣吗?","text":"别的人要好多年而马圣只要想建一天足矣,然后可以用几天时间超过台积电。如果不行?不行还是马圣吗?","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":0,"commentSize":0,"repostSize":0,"link":"https://laohu8.com/post/503644655878144","repostId":"2585468442","repostType":2,"repost":{"id":"2585468442","kind":"news","pubTimestamp":1763977660,"share":"https://www.laohu8.com/m/news/2585468442?lang=&edition=full","pubTime":"2025-11-24 17:47","market":"us","language":"zh","title":"月产百万片的Fab超级工厂!马斯克多久能建成?","url":"https://stock-news.laohu8.com/highlight/detail?id=2585468442","media":"Ofweek维科网","summary":"马斯克透露,特斯拉未来每年需要的AI芯片可能高达1000亿到2000亿颗。不难看出,芯片制造业的缓慢节奏与马斯克的急迫需求形成了鲜明对比。目前,特斯拉计划由台积电和三星共同代工其AI5芯片。TeraFab:月产百万片晶圆的超级工厂马斯克将规划中的工厂命名为“TeraFab”,其中“Tera”含义为“万亿级”,代表其规模之庞大。AI5芯片被认为是马斯克这一战略的核心支撑。后记显然,芯片制造业的同行们对马斯克的计划保持谨慎。","content":"<html><body><article><p>“五年?对我们来说,那几乎等同于无限期等待。”在最近与巴伦资本的一场对话中,马斯克如此评价<a href=\"https://laohu8.com/S/TSM\">台积电</a>和<a href=\"https://laohu8.com/S/SMSN.UK\">三星</a>建设新厂的速度。这位从不按常理出牌的企业家,正在掀起半导体行业的最大波澜。</p><p>马斯克估算,<a href=\"https://laohu8.com/S/TSLA\">特斯拉</a>未来每年需要的AI芯片规模可能达到1000亿至2000亿颗,这一数字甚至超过了当前全球芯片产能的总和。巨大的需求缺口背后,是特斯拉在自动驾驶和机器人领域的疯狂扩张。</p><p>在特斯拉年度股东大会上,马斯克几乎系统性地解释了为何要自建晶圆厂,并首次提出了“TeraFab”的概念。</p><p><strong>特斯拉的算力饥渴症</strong></p><p>马斯克的未来图景令人咋舌:特斯拉的自动驾驶车队、Optimus人形机器人以及全球数据中心,共同构成了一个前所未有的“算力黑洞”。他预计,仅Optimus机器人的全球需求量就将达到<a href=\"https://laohu8.com/S/SBAY\">数百亿</a>台。</p><p>马斯克透露,特斯拉未来每年需要的AI芯片可能高达1000亿到2000亿颗。他在社交媒体上宣称:“我们预计最终建造的芯片体积将超过所有其他AI芯片的总和。请再读一遍这句话,我不是在开玩笑。” 这种规模的需求,已远超出现有全球芯片产能的承受范围。</p><p>特斯拉的双重业务增长正形成一个“算力黑洞”。一方面,无人驾驶汽车Cybercab计划于2026年4月在奥斯汀工厂开始量产;另一方面,人形机器人Optimus被马斯克视为“史上最伟大的产品”,仅奥斯汀工厂就规划了年产1000万台的生产线。</p><p>为验证芯片产能可行性,马斯克曾向台积电和三星询问新厂从动工到量产所需时间,得到的答复均是“至少五年”。这一行业标准周期,成为了马斯克押注自建工厂决定的“最后一根稻草”。</p><p>不难看出,芯片制造业的缓慢节奏与马斯克的急迫需求形成了鲜明对比。特斯拉的AI芯片迭代速度远快于传统半导体行业:每12个月推出一款新芯片设计并完成量产,而行业传统周期为18-24个月。</p><p>目前,特斯拉计划由台积电和三星共同代工其AI5芯片。但即便按照这两家代工巨头的最佳产能计算,仍然无法满足长期需求。更关键的是,台积电2nm工艺的报价比上一代上涨了50%,且订单排期紧张。</p><p>供应链的“数量、价格、稳定性”三重短缺,迫使特斯拉考虑自建芯片产能。马斯克直言:“如果只按照当前的扩产节奏,特斯拉的核心产品线就会被算力拖住。”</p><p><strong>TeraFab:月产百万片晶圆的超级工厂</strong></p><p>马斯克将规划中的工厂命名为“TeraFab”,其中“Tera”含义为“万亿级”,代表其规模之庞大。根据规划,该工厂初期产能将达到每月10万片晶圆,最终有望扩展至每月100万片。</p><p>作为对比,行业领导者台积电在2024年的月均晶圆投片量约为142万片。这意味着特斯拉的目标是建立一个规模足以与行业顶尖水平相抗衡的芯片制造能力。</p><p>AI5芯片被认为是马斯克这一战略的核心支撑。马斯克声称,AI5芯片的功耗仅为<a href=\"https://laohu8.com/S/NVDA\">英伟达</a>Blackwell芯片的三分之一,成本不足后者10%。这些芯片专门针对特斯拉AI软件栈进行深度优化,而非通用型芯片。</p><p>马斯克还透露,特斯拉正考虑与<a href=\"https://laohu8.com/S/INTC\">英特尔</a>进行合作。虽然目前尚未签署任何协议,但这一合作可能帮助特斯拉更快地跨越芯片制造的技术门槛。</p><p>然而,马斯克的宏伟蓝图面临着半导体行业的残酷现实。英伟达CEO黄仁勋直言:“建立先进的芯片制造极其困难。这不仅是建造工厂本身,更是对台积电赖以生存的复杂技术体系的挑战。”</p><p>芯片制造是人类精密工程的巅峰,其复杂度和资本密度远超汽车制造。黄仁勋强调,芯片制造的核心竞争力并非设备的堆砌,而是“数万次工艺迭代积累的Know-how”。</p><p>半导体行业分析师指出:“特斯拉可能低估了制造芯片的复杂性。即便是日本Rapidus,集结了<a href=\"https://laohu8.com/S/SONY\">索尼</a>、丰田等巨头的资源,仍需要320亿美元的投入和<a href=\"https://laohu8.com/S/IBM\">IBM</a>的技术授权,特斯拉单凭自身力量很难复制这一成就。”</p><p>车规级芯片的可靠性验证周期长达3年,远超消费电子。这意味着,即使特斯拉能够<a href=\"https://laohu8.com/S/01630\">建成</a>工厂,AI5芯片若计划在2026年小规模量产,到2029年之前也很难通过全部车规认证。</p><p>成本也是巨大挑战。辰韬资本合伙人贺雄松估算,一座月产能10万片的2nm晶圆厂,仅设备采购就需要400亿美元。按照特斯拉2024年的营收规模,每年资本开支占比将超过30%,可能延缓汽车业务的扩产计划。</p><p><strong>后记</strong></p><p>显然,芯片制造业的同行们对马斯克的计划保持谨慎。台积电和三星依然在按照自己的节奏扩产,英特尔则在观望中寻找合作机会。而在资本市场,特斯拉的股价已经反映了部分投资者的期待与担忧。</p><p>黄仁勋的警告言犹在耳:“建立先进的芯片制造极其困难。这不仅是建造工厂本身,台积电赖以立足的工程技术、科学研发与工艺艺术,都极具挑战性。”</p><p>但马斯克似乎从未被困难吓倒。从电动汽车到可回收火箭,他的成功往往始于大多数人认为的“不可能”。</p><p>这一次,在芯片制造这场豪赌中,他能否再次颠覆行业规则,还是会在半导体制造的残酷物理和经济规律面前碰壁?</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>月产百万片的Fab超级工厂!马斯克多久能建成?</title>\n<style type=\"text/css\">\na,abbr,acronym,address,applet,article,aside,audio,b,big,blockquote,body,canvas,caption,center,cite,code,dd,del,details,dfn,div,dl,dt,\nem,embed,fieldset,figcaption,figure,footer,form,h1,h2,h3,h4,h5,h6,header,hgroup,html,i,iframe,img,ins,kbd,label,legend,li,mark,menu,nav,\nobject,ol,output,p,pre,q,ruby,s,samp,section,small,span,strike,strong,sub,summary,sup,table,tbody,td,tfoot,th,thead,time,tr,tt,u,ul,var,video{ font:inherit;margin:0;padding:0;vertical-align:baseline;border:0 }\nbody{ font-size:16px; line-height:1.5; color:#999; background:transparent; }\n.wrapper{ overflow:hidden;word-break:break-all;padding:10px; }\nh1,h2{ font-weight:normal; line-height:1.35; margin-bottom:.6em; }\nh3,h4,h5,h6{ line-height:1.35; margin-bottom:1em; }\nh1{ font-size:24px; }\nh2{ font-size:20px; }\nh3{ font-size:18px; }\nh4{ font-size:16px; }\nh5{ font-size:14px; }\nh6{ font-size:12px; }\np,ul,ol,blockquote,dl,table{ margin:1.2em 0; }\nul,ol{ margin-left:2em; }\nul{ list-style:disc; }\nol{ list-style:decimal; }\nli,li p{ margin:10px 0;}\nimg{ max-width:100%;display:block;margin:0 auto 1em; }\nblockquote{ color:#B5B2B1; border-left:3px solid #aaa; padding:1em; }\nstrong,b{font-weight:bold;}\nem,i{font-style:italic;}\ntable{ width:100%;border-collapse:collapse;border-spacing:1px;margin:1em 0;font-size:.9em; }\nth,td{ padding:5px;text-align:left;border:1px solid #aaa; }\nth{ font-weight:bold;background:#5d5d5d; }\n.symbol-link{font-weight:bold;}\n/* header{ border-bottom:1px solid #494756; } */\n.title{ margin:0 0 8px;line-height:1.3;color:#ddd; }\n.meta {color:#5e5c6d;font-size:13px;margin:0 0 .5em; }\na{text-decoration:none; color:#2a4b87;}\n.meta .head { display: inline-block; overflow: hidden}\n.head .h-thumb { width: 30px; height: 30px; margin: 0; padding: 0; border-radius: 50%; float: left;}\n.head .h-content { margin: 0; padding: 0 0 0 9px; float: left;}\n.head .h-name {font-size: 13px; color: #eee; margin: 0;}\n.head .h-time {font-size: 11px; color: #7E829C; margin: 0;line-height: 11px;}\n.small {font-size: 12.5px; display: inline-block; transform: scale(0.9); -webkit-transform: scale(0.9); transform-origin: left; -webkit-transform-origin: left;}\n.smaller {font-size: 12.5px; display: inline-block; transform: scale(0.8); -webkit-transform: scale(0.8); transform-origin: left; -webkit-transform-origin: left;}\n.bt-text {font-size: 12px;margin: 1.5em 0 0 0}\n.bt-text p {margin: 0}\n</style>\n</head>\n<body>\n<div class=\"wrapper\">\n<header>\n<h2 class=\"title\">\n月产百万片的Fab超级工厂!马斯克多久能建成?\n</h2>\n\n<h4 class=\"meta\">\n\n\n2025-11-24 17:47 北京时间 <a href=http://gu.qq.com/resources/shy/news/detail-v2/index.html#/?id=nesSN20251124174742977c4293&s=b><strong>Ofweek维科网</strong></a>\n\n\n</h4>\n\n</header>\n<article>\n<div>\n<p>“五年?对我们来说,那几乎等同于无限期等待。”在最近与巴伦资本的一场对话中,马斯克如此评价台积电和三星建设新厂的速度。这位从不按常理出牌的企业家,正在掀起半导体行业的最大波澜。马斯克估算,特斯拉未来每年需要的AI芯片规模可能达到1000亿至2000亿颗,这一数字甚至超过了当前全球芯片产能的总和。巨大的需求缺口背后,是特斯拉在自动驾驶和机器人领域的疯狂扩张。在特斯拉年度股东大会上,马斯克几乎系统性地...</p>\n\n<a href=\"http://gu.qq.com/resources/shy/news/detail-v2/index.html#/?id=nesSN20251124174742977c4293&s=b\">Web Link</a>\n\n</div>\n\n\n</article>\n</div>\n</body>\n</html>\n","type":0,"thumbnail":"","relate_stocks":{"LU0348723411.USD":"ALLIANZ GLOBAL HI-TECH GROWTH \"A\" (USD) INC","DXYZ":"Destiny Tech100 Inc","UFO":"Procure Space ETF","LU0320765059.SGD":"FTIF - Franklin US Opportunities A Acc SGD","LU1674673691.USD":"HSBC GIF GLOBAL LOWER CARBON EQUITY \"AD\" (USD) INC","LU1720051108.HKD":"ALLIANZ GLOBAL ARTIFICIAL INTELLIGENCE \"AT\" (HKD) ACC","LU1720051017.SGD":"Allianz Global Artificial Intelligence AT Acc H2-SGD","LU1914381329.SGD":"Allianz Best Styles Global Equity Cl ET Acc H2-SGD","LU1861215975.USD":"贝莱德新一代科技基金 A2","LU0234570918.USD":"高盛全球核心股票组合Acc Close","LU1429558221.USD":"Natixis Loomis Sayles US Growth Equity RA USD","LU0708995401.HKD":"FRANKLIN U.S. OPPORTUNITIES \"A\" (HKD) ACC","LU1366192091.USD":"ALLIANZ US EQUITY PLUS \"AM\" (USD) INC","LU1435385759.SGD":"Natixis Loomis Sayles US Growth Equity RA SGD-H","IE00B19Z8W00.USD":"FTGF CLEARBRIDGE US LARGE CAP GROWTH \"A\" INC","IE0034235303.USD":"PINEBRIDGE US RESEARCH ENHANCED CORE EQUITY \"A\" (USD) ACC","LU1066051811.HKD":"HSBC GIF GLOBAL EQUITY VOLATILITY FOCUSED \"AM2\" (HKD) INC","LU2290526834.HKD":"BGF NEXT GENERATION TECHNOLOGY \"A2\" (HKDHDG) ACC","LU2471134879.HKD":"INVESCO GLOBAL EQUITY INCOME ADVANTAGE \"A\" (HKD) INC","LU0056508442.USD":"贝莱德世界科技基金A2","LU0964807845.USD":"ALLIANZ INCOME & GROWTH \"A\" (USD) INC","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","TSYW.SI":"TESLA 3xLongSG261006","LU1232071149.USD":"AZ FUND 1 GLOBAL GROWTH SELECTOR \"AAZ\" (USDHDG) ACC","LU0943347566.SGD":"安联收益及增长平衡基金AM H2-SGD","IE00BSNM7G36.USD":"NEUBERGER BERMAN SYSTEMATIC GLOBAL SUSTAINABLE VALUE \"A\" (USD) ACC","LU2417539215.USD":"ALLIANZ GLOBAL INCOME \"AMF\" (USD) INC","LU0210536198.USD":"JPM US GROWTH \"A\" ACC","LU2250418816.HKD":"BGF WORLD TECHNOLOGY \"A\" (HKD) ACC","LU0345769631.USD":"NINETY ONE GSF GLOBAL EQUITY \"A\" (USD) INC","BK4516":"特朗普概念","LU0053666078.USD":"摩根大通基金-美国股票A(离岸)美元","LU0719512351.SGD":"JPMorgan Funds - US Technology A (acc) SGD","LU2750360997.AUD":"INVESCO GLOBAL EQUITY INCOME ADVANTAGE \"A\" (AUDHDG) INC","LU2602419157.SGD":"HSBC ISLAMIC GLOBAL EQUITY INDEX \"AC\" (SGD) ACC","BK4612":"AI芯片","BK4592":"伊斯兰概念","LU0082616367.USD":"摩根大通美国科技A(dist)","LU0345770308.USD":"NINETY ONE GSF GLOBAL STRATEGIC EQUITY \"A\" (USD) ACC","LU2360106780.USD":"BGF WORLD TECHNOLOGY \"A4\" (USD) INC","BK4548":"巴美列捷福持仓","TSLA":"特斯拉","LU0077335932.USD":"FIDELITY AMERICAN GROWTH \"A\" INC","BK4550":"红杉资本持仓","LU1066051225.USD":"HSBC GIF GLOBAL EQUITY VOLATILITY FOCUSED \"AC\" (USD) ACC","IE00BWXC8680.SGD":"PINEBRIDGE US LARGE CAP RESEARCH ENHANCED \"A5\" (SGD) ACC","LU2756315318.SGD":"ALLIANZ INCOME AND GROWTH \"AMG\" (SGDHDG) INC A","BK4588":"碎股"},"source_url":"http://gu.qq.com/resources/shy/news/detail-v2/index.html#/?id=nesSN20251124174742977c4293&s=b","is_english":false,"share_image_url":"https://static.laohu8.com/9a95c1376e76363c1401fee7d3717173","article_id":"2585468442","content_text":"“五年?对我们来说,那几乎等同于无限期等待。”在最近与巴伦资本的一场对话中,马斯克如此评价台积电和三星建设新厂的速度。这位从不按常理出牌的企业家,正在掀起半导体行业的最大波澜。马斯克估算,特斯拉未来每年需要的AI芯片规模可能达到1000亿至2000亿颗,这一数字甚至超过了当前全球芯片产能的总和。巨大的需求缺口背后,是特斯拉在自动驾驶和机器人领域的疯狂扩张。在特斯拉年度股东大会上,马斯克几乎系统性地解释了为何要自建晶圆厂,并首次提出了“TeraFab”的概念。特斯拉的算力饥渴症马斯克的未来图景令人咋舌:特斯拉的自动驾驶车队、Optimus人形机器人以及全球数据中心,共同构成了一个前所未有的“算力黑洞”。他预计,仅Optimus机器人的全球需求量就将达到数百亿台。马斯克透露,特斯拉未来每年需要的AI芯片可能高达1000亿到2000亿颗。他在社交媒体上宣称:“我们预计最终建造的芯片体积将超过所有其他AI芯片的总和。请再读一遍这句话,我不是在开玩笑。” 这种规模的需求,已远超出现有全球芯片产能的承受范围。特斯拉的双重业务增长正形成一个“算力黑洞”。一方面,无人驾驶汽车Cybercab计划于2026年4月在奥斯汀工厂开始量产;另一方面,人形机器人Optimus被马斯克视为“史上最伟大的产品”,仅奥斯汀工厂就规划了年产1000万台的生产线。为验证芯片产能可行性,马斯克曾向台积电和三星询问新厂从动工到量产所需时间,得到的答复均是“至少五年”。这一行业标准周期,成为了马斯克押注自建工厂决定的“最后一根稻草”。不难看出,芯片制造业的缓慢节奏与马斯克的急迫需求形成了鲜明对比。特斯拉的AI芯片迭代速度远快于传统半导体行业:每12个月推出一款新芯片设计并完成量产,而行业传统周期为18-24个月。目前,特斯拉计划由台积电和三星共同代工其AI5芯片。但即便按照这两家代工巨头的最佳产能计算,仍然无法满足长期需求。更关键的是,台积电2nm工艺的报价比上一代上涨了50%,且订单排期紧张。供应链的“数量、价格、稳定性”三重短缺,迫使特斯拉考虑自建芯片产能。马斯克直言:“如果只按照当前的扩产节奏,特斯拉的核心产品线就会被算力拖住。”TeraFab:月产百万片晶圆的超级工厂马斯克将规划中的工厂命名为“TeraFab”,其中“Tera”含义为“万亿级”,代表其规模之庞大。根据规划,该工厂初期产能将达到每月10万片晶圆,最终有望扩展至每月100万片。作为对比,行业领导者台积电在2024年的月均晶圆投片量约为142万片。这意味着特斯拉的目标是建立一个规模足以与行业顶尖水平相抗衡的芯片制造能力。AI5芯片被认为是马斯克这一战略的核心支撑。马斯克声称,AI5芯片的功耗仅为英伟达Blackwell芯片的三分之一,成本不足后者10%。这些芯片专门针对特斯拉AI软件栈进行深度优化,而非通用型芯片。马斯克还透露,特斯拉正考虑与英特尔进行合作。虽然目前尚未签署任何协议,但这一合作可能帮助特斯拉更快地跨越芯片制造的技术门槛。然而,马斯克的宏伟蓝图面临着半导体行业的残酷现实。英伟达CEO黄仁勋直言:“建立先进的芯片制造极其困难。这不仅是建造工厂本身,更是对台积电赖以生存的复杂技术体系的挑战。”芯片制造是人类精密工程的巅峰,其复杂度和资本密度远超汽车制造。黄仁勋强调,芯片制造的核心竞争力并非设备的堆砌,而是“数万次工艺迭代积累的Know-how”。半导体行业分析师指出:“特斯拉可能低估了制造芯片的复杂性。即便是日本Rapidus,集结了索尼、丰田等巨头的资源,仍需要320亿美元的投入和IBM的技术授权,特斯拉单凭自身力量很难复制这一成就。”车规级芯片的可靠性验证周期长达3年,远超消费电子。这意味着,即使特斯拉能够建成工厂,AI5芯片若计划在2026年小规模量产,到2029年之前也很难通过全部车规认证。成本也是巨大挑战。辰韬资本合伙人贺雄松估算,一座月产能10万片的2nm晶圆厂,仅设备采购就需要400亿美元。按照特斯拉2024年的营收规模,每年资本开支占比将超过30%,可能延缓汽车业务的扩产计划。后记显然,芯片制造业的同行们对马斯克的计划保持谨慎。台积电和三星依然在按照自己的节奏扩产,英特尔则在观望中寻找合作机会。而在资本市场,特斯拉的股价已经反映了部分投资者的期待与担忧。黄仁勋的警告言犹在耳:“建立先进的芯片制造极其困难。这不仅是建造工厂本身,台积电赖以立足的工程技术、科学研发与工艺艺术,都极具挑战性。”但马斯克似乎从未被困难吓倒。从电动汽车到可回收火箭,他的成功往往始于大多数人认为的“不可能”。这一次,在芯片制造这场豪赌中,他能否再次颠覆行业规则,还是会在半导体制造的残酷物理和经济规律面前碰壁?","news_type":1,"symbols_score_info":{"TSYW.SI":0.6,"DXYZ":1.5,"UFO":0.6,"TSLA":1.5}},"isVote":1,"tweetType":1,"viewCount":510,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"CN","totalScore":0},{"id":502573145936456,"gmtCreate":1763726599107,"gmtModify":1763726601667,"author":{"id":"3560418186602071","authorId":"3560418186602071","name":"畜牧教主马斯克","avatar":"https://static.tigerbbs.com/58bf1dddf2200bde0bbfcaedaadea959","crmLevel":6,"crmLevelSwitch":1,"followedFlag":false,"authorIdStr":"3560418186602071","idStr":"3560418186602071"},"themes":[],"title":"","htmlText":"想和马圣做朋友你得先有自己的畜牧业才行,让下面的人把你当成神一样膜拜才有机会和“神”做朋友[开心] ","listText":"想和马圣做朋友你得先有自己的畜牧业才行,让下面的人把你当成神一样膜拜才有机会和“神”做朋友[开心] ","text":"想和马圣做朋友你得先有自己的畜牧业才行,让下面的人把你当成神一样膜拜才有机会和“神”做朋友[开心]","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":1,"commentSize":1,"repostSize":0,"link":"https://laohu8.com/post/502573145936456","repostId":"2585212115","repostType":4,"repost":{"id":"2585212115","kind":"news","pubTimestamp":1763718923,"share":"https://www.laohu8.com/m/news/2585212115?lang=&edition=full","pubTime":"2025-11-21 17:55","market":"us","language":"zh","title":"段永平:我不想跟马斯克做朋友,但投资特斯拉还是可以的","url":"https://stock-news.laohu8.com/highlight/detail?id=2585212115","media":"华尔街见闻","summary":"在近日的访谈中,段永平公开表示“投资特斯拉实际上是在跟马斯克做朋友,我不想跟他做朋友”。然而,话音未落,他又公开称自己买了特斯拉的股票。对此,段永平表示:“不做朋友但还是可以投资的。”面对部分网友的询问,段永平也进行了回应:“不是玩笑,是认真的。”另有网友询问段永平是直接购买股票,还是卖Put。但是特斯拉的电动车做出了差异化。不仅段永平对特斯拉的态度变了。","content":"<html><head></head><body><blockquote><p>段永平近日表示已开始投资特斯拉,采用卖出短期认沽期权的方式。尽管他此前明确表示不喜欢马斯克品行、不想与其做朋友,但认可马斯克能力和特斯拉产品差异化优势。他坚持"做朋友是一回事,投资是另一回事",判断十年后回看这笔投资可能是对的。</p></blockquote><p style=\"text-align: left;\">做朋友是一回事儿,投资是另一回事儿。</p><p style=\"text-align: left;\">在近日的访谈中,段永平公开表示“投资特斯拉实际上是在跟马斯克做朋友,我不想跟他做朋友”。然而,话音未落,他又公开称自己买了特斯拉的股票。对此,段永平表示:“不做朋友但还是可以投资的。”</p><h2 id=\"id_4116518923\" style=\"text-align: left;\">段永平买入特斯拉</h2><p style=\"text-align: left;\">11月20日,段永平在雪球上公开发文表示:“最近终于再多花了点时间看了很多马斯克的东西。面对他的那么多厉害的产品,我上个礼拜和这个礼拜已经开始投点在特斯拉上了,满意了吧?最近几年确实感受到马斯克的厉害,而且他的第一性原理我是很好理解的。不做朋友但还是可以投资的嘛,反正他也不打球。就当风投吧,我觉得10年后回头看,这个投资也许是对的。”</p><p style=\"text-align: left;\">一石激起千层浪,网友们对此议论纷纷。面对部分网友的询问,段永平也进行了回应:“不是玩笑,是认真的。”</p><p class=\"t-img-caption\"><img src=\"https://static.tigerbbs.com/fb040b3ad4f6b4e0e44bd728135f7a1b\" tg-width=\"1024\" tg-height=\"699\"/></p><p style=\"text-align: left;\">另有网友询问段永平是直接购买股票,还是卖Put。段永平表示:“我卖put了,我很可能会一直卖,除非我又又又改变想法了。目前以卖短期的put为主,因为年化比较高(我觉得也许不至于就一飞冲天了吧)。我卖put的时候最重要的就是想一点:这个价钱卖给我10年后回头看是个便宜的价钱吗?如果答案是不便宜,那这个put就不可以卖。”</p><p class=\"t-img-caption\"><img src=\"https://static.tigerbbs.com/3ce522e5e0acc5774623225b49b68c42\" tg-width=\"1024\" tg-height=\"532\"/></p><p style=\"text-align: left;\">值得一提的是,在近日与雪球创始人方三文的对话中,段永平曾谈及对特斯拉的看法。</p><p style=\"text-align: left;\">他表示:“马斯克这个人厉害,他有很多想法,也确实是很先进的。但是投资我觉得比较难,从个人的角度来讲,我不是很喜欢这个人的品行。你投资实际上是在跟他做朋友,我不想跟他做朋友,哪怕给我钱我也不干。所以我没有那么喜欢这件事情,但是我认识到他确实是厉害。”</p><p style=\"text-align: left;\">在谈及特斯拉的时候,段永平表示,电动车这个生意不会太好,会很累,它差异化很小。但是特斯拉的电动车做出了差异化。</p><p style=\"text-align: left;\">他直言:“现在我不知道有多少家企业在做电动车,就像我们当年做游戏机一样,可能有几百家,卷到最后就剩几家,那几家是赚钱的,但这几百家都是要倒的。所以你现在看到的电动车大部分都会死掉,这个我可以肯定,谁会活下来我不知道。”</p><h2 id=\"id_1877356034\" style=\"text-align: left;\">新能源后市机会如何?</h2><p style=\"text-align: left;\">不仅段永平对特斯拉的态度变了。近期,国内市场对新能源板块的态度也发生了变化。</p><p style=\"text-align: left;\">经历多年调整,新能源板块终于否极泰来,短短两三个月时间,多只新能源主题ETF涨幅超过40%。</p><p style=\"text-align: left;\">新能源板块后续机会如何也成为当前市场关注的焦点。诺德基金经理王恒楠发表观点称,当前A股市场呈现较鲜明的阶段性结构化行情特征,资金围绕高景气赛道轮动布局,整体活跃度较高。其中,新能源汽车产业链内部热点轮动频繁,从电池材料到智能化部件,技术迭代与旺季需求共同推动板块交替走强,或现结构性机会。</p><p style=\"text-align: left;\">在工银瑞信基金看来,当前固态电池产业趋势确定,头部企业采用无负极的终局路线且效果较好,产业化进展超预期。固态电池的快速发展有望带来锂电池产业链的全面更新及设备价值量的大幅提升,电池、设备、材料等相关产业链环节有望迎来投资机会。具体来看,固态电池可关注等静压设备等设备端最新变化,以及硫化锂、碘化锂、无负极集流体等材料端相关环节。在电池端,龙头企业新产能投产并采取稳价策略,以争取市场份额。</p><p style=\"text-align: left;\">“经过深度调整后,新能源板块各环节价格和盈利均处于低位,在市场因素与‘反内卷’政策共同作用下,供给端开始出现积极变化。”泉果基金经理赵诣此前在接受上海证券报记者采访时表示,“反内卷”为新能源板块创造了利好的政策环境,缓解了行业价格通缩,加速了供需改善,但更根本的还是要看需求端的表现。只有在需求持续旺盛的行业,才可能出现更大的投资机会。</p><p style=\"text-align: left;\">从近期资金流向看,据Choice测算,多只新能源主题ETF吸引资金涌入。具体来看,四季度以来,截至11月19日,汇添富中证电池主题ETF净申购额为16.96亿元,易方达国证新能源电池ETF净申购额为15.58亿元,广发国证新能源车电池ETF净申购额也超过10亿元。</p></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>段永平:我不想跟马斯克做朋友,但投资特斯拉还是可以的</title>\n<style type=\"text/css\">\na,abbr,acronym,address,applet,article,aside,audio,b,big,blockquote,body,canvas,caption,center,cite,code,dd,del,details,dfn,div,dl,dt,\nem,embed,fieldset,figcaption,figure,footer,form,h1,h2,h3,h4,h5,h6,header,hgroup,html,i,iframe,img,ins,kbd,label,legend,li,mark,menu,nav,\nobject,ol,output,p,pre,q,ruby,s,samp,section,small,span,strike,strong,sub,summary,sup,table,tbody,td,tfoot,th,thead,time,tr,tt,u,ul,var,video{ font:inherit;margin:0;padding:0;vertical-align:baseline;border:0 }\nbody{ font-size:16px; line-height:1.5; color:#999; background:transparent; }\n.wrapper{ overflow:hidden;word-break:break-all;padding:10px; }\nh1,h2{ font-weight:normal; line-height:1.35; margin-bottom:.6em; }\nh3,h4,h5,h6{ line-height:1.35; margin-bottom:1em; }\nh1{ font-size:24px; }\nh2{ font-size:20px; }\nh3{ font-size:18px; }\nh4{ font-size:16px; }\nh5{ font-size:14px; }\nh6{ font-size:12px; }\np,ul,ol,blockquote,dl,table{ margin:1.2em 0; }\nul,ol{ margin-left:2em; }\nul{ list-style:disc; }\nol{ list-style:decimal; }\nli,li p{ margin:10px 0;}\nimg{ max-width:100%;display:block;margin:0 auto 1em; }\nblockquote{ color:#B5B2B1; border-left:3px solid #aaa; padding:1em; }\nstrong,b{font-weight:bold;}\nem,i{font-style:italic;}\ntable{ width:100%;border-collapse:collapse;border-spacing:1px;margin:1em 0;font-size:.9em; }\nth,td{ padding:5px;text-align:left;border:1px solid #aaa; }\nth{ font-weight:bold;background:#5d5d5d; }\n.symbol-link{font-weight:bold;}\n/* header{ border-bottom:1px solid #494756; } */\n.title{ margin:0 0 8px;line-height:1.3;color:#ddd; }\n.meta {color:#5e5c6d;font-size:13px;margin:0 0 .5em; }\na{text-decoration:none; color:#2a4b87;}\n.meta .head { display: inline-block; overflow: hidden}\n.head .h-thumb { width: 30px; height: 30px; margin: 0; padding: 0; border-radius: 50%; float: left;}\n.head .h-content { margin: 0; padding: 0 0 0 9px; float: left;}\n.head .h-name {font-size: 13px; color: #eee; margin: 0;}\n.head .h-time {font-size: 11px; color: #7E829C; margin: 0;line-height: 11px;}\n.small {font-size: 12.5px; display: inline-block; transform: scale(0.9); -webkit-transform: scale(0.9); transform-origin: left; -webkit-transform-origin: left;}\n.smaller {font-size: 12.5px; display: inline-block; transform: scale(0.8); -webkit-transform: scale(0.8); transform-origin: left; -webkit-transform-origin: left;}\n.bt-text {font-size: 12px;margin: 1.5em 0 0 0}\n.bt-text p {margin: 0}\n</style>\n</head>\n<body>\n<div class=\"wrapper\">\n<header>\n<h2 class=\"title\">\n段永平:我不想跟马斯克做朋友,但投资特斯拉还是可以的\n</h2>\n\n<h4 class=\"meta\">\n\n\n2025-11-21 17:55 北京时间 <a href=http://gu.qq.com/resources/shy/news/detail-v2/index.html#/?id=nesSN2025112117162395126537&s=b><strong>华尔街见闻</strong></a>\n\n\n</h4>\n\n</header>\n<article>\n<div>\n<p>段永平近日表示已开始投资特斯拉,采用卖出短期认沽期权的方式。尽管他此前明确表示不喜欢马斯克品行、不想与其做朋友,但认可马斯克能力和特斯拉产品差异化优势。他坚持\"做朋友是一回事,投资是另一回事\",判断十年后回看这笔投资可能是对的。做朋友是一回事儿,投资是另一回事儿。在近日的访谈中,段永平公开表示“投资特斯拉实际上是在跟马斯克做朋友,我不想跟他做朋友”。然而,话音未落,他又公开称自己买了特斯拉的股票。...</p>\n\n<a href=\"http://gu.qq.com/resources/shy/news/detail-v2/index.html#/?id=nesSN2025112117162395126537&s=b\">Web Link</a>\n\n</div>\n\n\n</article>\n</div>\n</body>\n</html>\n","type":0,"thumbnail":"https://static.tigerbbs.com/e68f18a297e419bae3cc0320b6d8ff4e","relate_stocks":{"TSLL":"2倍做多TSLA ETF-Direxion","TSLA":"特斯拉"},"source_url":"http://gu.qq.com/resources/shy/news/detail-v2/index.html#/?id=nesSN2025112117162395126537&s=b","is_english":false,"share_image_url":"https://static.laohu8.com/9a95c1376e76363c1401fee7d3717173","article_id":"2585212115","content_text":"段永平近日表示已开始投资特斯拉,采用卖出短期认沽期权的方式。尽管他此前明确表示不喜欢马斯克品行、不想与其做朋友,但认可马斯克能力和特斯拉产品差异化优势。他坚持\"做朋友是一回事,投资是另一回事\",判断十年后回看这笔投资可能是对的。做朋友是一回事儿,投资是另一回事儿。在近日的访谈中,段永平公开表示“投资特斯拉实际上是在跟马斯克做朋友,我不想跟他做朋友”。然而,话音未落,他又公开称自己买了特斯拉的股票。对此,段永平表示:“不做朋友但还是可以投资的。”段永平买入特斯拉11月20日,段永平在雪球上公开发文表示:“最近终于再多花了点时间看了很多马斯克的东西。面对他的那么多厉害的产品,我上个礼拜和这个礼拜已经开始投点在特斯拉上了,满意了吧?最近几年确实感受到马斯克的厉害,而且他的第一性原理我是很好理解的。不做朋友但还是可以投资的嘛,反正他也不打球。就当风投吧,我觉得10年后回头看,这个投资也许是对的。”一石激起千层浪,网友们对此议论纷纷。面对部分网友的询问,段永平也进行了回应:“不是玩笑,是认真的。”另有网友询问段永平是直接购买股票,还是卖Put。段永平表示:“我卖put了,我很可能会一直卖,除非我又又又改变想法了。目前以卖短期的put为主,因为年化比较高(我觉得也许不至于就一飞冲天了吧)。我卖put的时候最重要的就是想一点:这个价钱卖给我10年后回头看是个便宜的价钱吗?如果答案是不便宜,那这个put就不可以卖。”值得一提的是,在近日与雪球创始人方三文的对话中,段永平曾谈及对特斯拉的看法。他表示:“马斯克这个人厉害,他有很多想法,也确实是很先进的。但是投资我觉得比较难,从个人的角度来讲,我不是很喜欢这个人的品行。你投资实际上是在跟他做朋友,我不想跟他做朋友,哪怕给我钱我也不干。所以我没有那么喜欢这件事情,但是我认识到他确实是厉害。”在谈及特斯拉的时候,段永平表示,电动车这个生意不会太好,会很累,它差异化很小。但是特斯拉的电动车做出了差异化。他直言:“现在我不知道有多少家企业在做电动车,就像我们当年做游戏机一样,可能有几百家,卷到最后就剩几家,那几家是赚钱的,但这几百家都是要倒的。所以你现在看到的电动车大部分都会死掉,这个我可以肯定,谁会活下来我不知道。”新能源后市机会如何?不仅段永平对特斯拉的态度变了。近期,国内市场对新能源板块的态度也发生了变化。经历多年调整,新能源板块终于否极泰来,短短两三个月时间,多只新能源主题ETF涨幅超过40%。新能源板块后续机会如何也成为当前市场关注的焦点。诺德基金经理王恒楠发表观点称,当前A股市场呈现较鲜明的阶段性结构化行情特征,资金围绕高景气赛道轮动布局,整体活跃度较高。其中,新能源汽车产业链内部热点轮动频繁,从电池材料到智能化部件,技术迭代与旺季需求共同推动板块交替走强,或现结构性机会。在工银瑞信基金看来,当前固态电池产业趋势确定,头部企业采用无负极的终局路线且效果较好,产业化进展超预期。固态电池的快速发展有望带来锂电池产业链的全面更新及设备价值量的大幅提升,电池、设备、材料等相关产业链环节有望迎来投资机会。具体来看,固态电池可关注等静压设备等设备端最新变化,以及硫化锂、碘化锂、无负极集流体等材料端相关环节。在电池端,龙头企业新产能投产并采取稳价策略,以争取市场份额。“经过深度调整后,新能源板块各环节价格和盈利均处于低位,在市场因素与‘反内卷’政策共同作用下,供给端开始出现积极变化。”泉果基金经理赵诣此前在接受上海证券报记者采访时表示,“反内卷”为新能源板块创造了利好的政策环境,缓解了行业价格通缩,加速了供需改善,但更根本的还是要看需求端的表现。只有在需求持续旺盛的行业,才可能出现更大的投资机会。从近期资金流向看,据Choice测算,多只新能源主题ETF吸引资金涌入。具体来看,四季度以来,截至11月19日,汇添富中证电池主题ETF净申购额为16.96亿元,易方达国证新能源电池ETF净申购额为15.58亿元,广发国证新能源车电池ETF净申购额也超过10亿元。","news_type":1,"symbols_score_info":{"TSLL":1.5,"TSLA":1.5}},"isVote":1,"tweetType":1,"viewCount":498,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"CN","totalScore":0},{"id":502507310817688,"gmtCreate":1763700849091,"gmtModify":1763700851024,"author":{"id":"3560418186602071","authorId":"3560418186602071","name":"畜牧教主马斯克","avatar":"https://static.tigerbbs.com/58bf1dddf2200bde0bbfcaedaadea959","crmLevel":6,"crmLevelSwitch":1,"followedFlag":false,"authorIdStr":"3560418186602071","idStr":"3560418186602071"},"themes":[],"title":"","htmlText":"<a href=\"https://laohu8.com/S/TSLA\">$特斯拉(TSLA)$ </a><v-v data-views=\"0\"></v-v> 今晚收不回400就继续持有,下个目标340,看看马圣今晚显灵发不发x控盘[开心] ","listText":"<a href=\"https://laohu8.com/S/TSLA\">$特斯拉(TSLA)$ </a><v-v data-views=\"0\"></v-v> 今晚收不回400就继续持有,下个目标340,看看马圣今晚显灵发不发x控盘[开心] ","text":"$特斯拉(TSLA)$ 今晚收不回400就继续持有,下个目标340,看看马圣今晚显灵发不发x控盘[开心]","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":0,"commentSize":0,"repostSize":0,"link":"https://laohu8.com/post/502507310817688","isVote":1,"tweetType":1,"viewCount":564,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"CN","totalScore":0},{"id":502361201021576,"gmtCreate":1763665093795,"gmtModify":1763665106077,"author":{"id":"3560418186602071","authorId":"3560418186602071","name":"畜牧教主马斯克","avatar":"https://static.tigerbbs.com/58bf1dddf2200bde0bbfcaedaadea959","crmLevel":6,"crmLevelSwitch":1,"followedFlag":false,"authorIdStr":"3560418186602071","idStr":"3560418186602071"},"themes":[],"title":"","htmlText":"<a href=\"https://laohu8.com/S/TSLA\">$特斯拉(TSLA)$ </a><v-v data-views=\"0\"></v-v> 今晚拿下400,下个目标把马圣加仓的部分套牢[开心] 让他老老实实干10年","listText":"<a href=\"https://laohu8.com/S/TSLA\">$特斯拉(TSLA)$ </a><v-v data-views=\"0\"></v-v> 今晚拿下400,下个目标把马圣加仓的部分套牢[开心] 让他老老实实干10年","text":"$特斯拉(TSLA)$ 今晚拿下400,下个目标把马圣加仓的部分套牢[开心] 让他老老实实干10年","images":[{"img":"https://static.tigerbbs.com/77f1b18bf07005177811d0e59f4e2cc7","width":"1122","height":"1737"}],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":1,"commentSize":0,"repostSize":0,"link":"https://laohu8.com/post/502361201021576","isVote":1,"tweetType":1,"viewCount":1271,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":1,"langContent":"CN","totalScore":0}],"hots":[{"id":388350320689584,"gmtCreate":1735854878766,"gmtModify":1736080203942,"author":{"id":"3560418186602071","authorId":"3560418186602071","name":"畜牧教主马斯克","avatar":"https://static.tigerbbs.com/58bf1dddf2200bde0bbfcaedaadea959","crmLevel":6,"crmLevelSwitch":1,"followedFlag":false,"authorIdStr":"3560418186602071","idStr":"3560418186602071"},"themes":[],"htmlText":"<a href=\"https://laohu8.com/S/TSLA\">$特斯拉(TSLA)$ </a><v-v data-views=\"0\"></v-v> 继续持有,跟着马大炮混也没说只能做多。谢谢大炮的新年红包,再多发几个叭[开心] [开心] [开心] [开心] [开心] ","listText":"<a href=\"https://laohu8.com/S/TSLA\">$特斯拉(TSLA)$ </a><v-v data-views=\"0\"></v-v> 继续持有,跟着马大炮混也没说只能做多。谢谢大炮的新年红包,再多发几个叭[开心] [开心] [开心] [开心] [开心] ","text":"$特斯拉(TSLA)$ 继续持有,跟着马大炮混也没说只能做多。谢谢大炮的新年红包,再多发几个叭[开心] [开心] [开心] [开心] [开心]","images":[{"img":"https://static.tigerbbs.com/e252eda3edd97c0f0e617b6c218fa548","width":"1092","height":"1717"}],"top":1,"highlighted":2,"essential":1,"paper":1,"likeSize":16,"commentSize":15,"repostSize":0,"link":"https://laohu8.com/post/388350320689584","isVote":1,"tweetType":1,"viewCount":13592,"authorTweetTopStatus":1,"verified":2,"comments":[{"author":{"id":"3488407236949514","authorId":"3488407236949514","name":"稳扎稳打的勇爸爸","avatar":"https://static.tigerbbs.com/b93adac01897c2b29d022dc7bc678a9d","crmLevel":2,"crmLevelSwitch":0,"authorIdStr":"3488407236949514","idStr":"3488407236949514"},"content":"买期权呀,时间价值有损耗呀,万一来个大涨就傻了","text":"买期权呀,时间价值有损耗呀,万一来个大涨就傻了","html":"买期权呀,时间价值有损耗呀,万一来个大涨就傻了"},{"author":{"id":"3559984961569694","authorId":"3559984961569694","name":"南山小鱼人","avatar":"https://static.tigerbbs.com/eb76ca2ace8362af8e23def4f95d9a8f","crmLevel":4,"crmLevelSwitch":1,"authorIdStr":"3559984961569694","idStr":"3559984961569694"},"content":"这笔put亏了14700多刀吧","text":"这笔put亏了14700多刀吧","html":"这笔put亏了14700多刀吧"}],"imageCount":1,"langContent":"CN","totalScore":0},{"id":848958347,"gmtCreate":1635955907637,"gmtModify":1635957311381,"author":{"id":"3560418186602071","authorId":"3560418186602071","name":"畜牧教主马斯克","avatar":"https://static.tigerbbs.com/58bf1dddf2200bde0bbfcaedaadea959","crmLevel":6,"crmLevelSwitch":1,"followedFlag":false,"authorIdStr":"3560418186602071","idStr":"3560418186602071"},"themes":[],"htmlText":"<a target=\"_blank\" href=\"https://laohu8.com/S/TSLA\">$特斯拉(TSLA)$</a> 舒服了,终于开始连续下行","listText":"<a target=\"_blank\" href=\"https://laohu8.com/S/TSLA\">$特斯拉(TSLA)$</a> 舒服了,终于开始连续下行","text":"$特斯拉(TSLA)$ 舒服了,终于开始连续下行","images":[],"top":1,"highlighted":2,"essential":1,"paper":1,"likeSize":37,"commentSize":28,"repostSize":0,"link":"https://laohu8.com/post/848958347","isVote":1,"tweetType":1,"viewCount":10124,"authorTweetTopStatus":1,"verified":2,"comments":[{"author":{"id":"3472098980994884","authorId":"3472098980994884","name":"拒绝游泳的鱼","avatar":"https://static.tigerbbs.com/52fff20daaba255185a5f3bd46574b0f","crmLevel":4,"crmLevelSwitch":1,"authorIdStr":"3472098980994884","idStr":"3472098980994884"},"content":"回调空间有限","text":"回调空间有限","html":"回调空间有限"},{"author":{"id":"290453790419835","authorId":"290453790419835","name":"财富888","avatar":"https://static.laohu8.com/default-avatar.jpg","crmLevel":1,"crmLevelSwitch":0,"authorIdStr":"290453790419835","idStr":"290453790419835"},"content":"继续等你的950嘛","text":"继续等你的950嘛","html":"继续等你的950嘛"}],"imageCount":0,"langContent":"CN","totalScore":0},{"id":482284250611784,"gmtCreate":1758774145252,"gmtModify":1758774147446,"author":{"id":"3560418186602071","authorId":"3560418186602071","name":"畜牧教主马斯克","avatar":"https://static.tigerbbs.com/58bf1dddf2200bde0bbfcaedaadea959","crmLevel":6,"crmLevelSwitch":1,"followedFlag":false,"authorIdStr":"3560418186602071","idStr":"3560418186602071"},"themes":[],"htmlText":"车企还不是得靠卖车的利好,卖车不好跌得少,教主的教育真不错","listText":"车企还不是得靠卖车的利好,卖车不好跌得少,教主的教育真不错","text":"车企还不是得靠卖车的利好,卖车不好跌得少,教主的教育真不错","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":0,"commentSize":5,"repostSize":0,"link":"https://laohu8.com/post/482284250611784","repostId":"2570408735","repostType":2,"repost":{"id":"2570408735","kind":"highlight","weMediaInfo":{"introduction":"追踪全球财经热点,精选影响您财富的资讯,投资理财必备神器!","home_visible":1,"media_name":"华尔街见闻","id":"1084101182","head_image":"https://static.tigerbbs.com/66809d1f5c2e43e2bdf15820c6d6897e"},"pubTimestamp":1758750631,"share":"https://www.laohu8.com/m/news/2570408735?lang=&edition=full","pubTime":"2025-09-25 05:50","market":"us","language":"zh","title":"高盛之后瑞银跟进,华尔街竞相上调特斯拉三季度交付预期","url":"https://stock-news.laohu8.com/highlight/detail?id=2570408735","media":"华尔街见闻","summary":"瑞银将特斯拉第三季度交付预测上调至47.5万辆,高于市场共识,美国通胀削减法案税收优惠到期推动美国市场交付强劲,欧洲、中国市场的交付也表现不俗。尽管如此,瑞银仍维持“卖出”评级,预期第四季度交付将环比下滑,并指出特斯拉股价当前更多由AI题材驱动,而非汽车业务基本面。","content":"<html><head></head><body><blockquote><p>瑞银将特斯拉第三季度交付预测上调至47.5万辆,高于市场共识,美国通胀削减法案税收优惠到期推动美国市场交付强劲,欧洲、中国市场的交付也表现不俗。尽管如此,瑞银仍维持“卖出”评级,预期第四季度交付将环比下滑,并指出特斯拉股价当前更多由AI题材驱动,而非汽车业务基本面。</p></blockquote><p style=\"text-align: justify;\">特斯拉预计将在10月初公布2025年第三季度的交付报告,多家投行已提前上调交付预期。高盛分析师此前已上调交付量预测并提高目标价,而瑞银(UBS)分析师在本周也上调交付预估至超出市场普遍共识的水平,但仍维持对特斯拉股票的“卖出”(Sell)评级。</p><p style=\"text-align: justify;\"><strong>瑞银最新预测特斯拉第三季度交付量为47.5万辆,较去年同期增长3%,较上一季度增长24%,明显高于此前预估的43.1万辆。</strong>这一数字比市场数据平台Visible Alpha的共识高出约8%,但与投资机构买方的预期更加接近,后者普遍预估交付量在47万至47.5万辆之间。</p><p style=\"text-align: justify;\">瑞银分析师Joseph Spak在周一发布的报告中表示:</p><blockquote><p style=\"text-align: justify;\"><strong>“我们认为,我们的新预测更加贴近买方对于47万至47.5万辆区间的预期。”</strong></p></blockquote><p style=\"text-align: justify;\">但他也指出:</p><blockquote><p style=\"text-align: justify;\"><strong>“尽管最终数据可能符合买方预期,但我们通常发现,股价仍会根据是否超出或低于媒体的‘头条数字’而产生反应。”</strong></p></blockquote><p class=\"t-img-caption\"><img src=\"https://static.tigerbbs.com/e222fca6e46bbf77139138eb88e10025\" tg-width=\"1280\" tg-height=\"293\"/></p><p style=\"text-align: justify;\">特斯拉股价周三收涨近4%,今年迄今涨幅接近10%。</p><p class=\"t-img-caption\"><img src=\"https://static.tigerbbs.com/3802563c9fe30ce2449b19b890f13f3a\" tg-width=\"560\" tg-height=\"240\"/></p><p style=\"text-align: justify;\">Spak在报告中指出,瑞银之所以上调预测,是因为第三季度在多个市场的交付表现超出预期。</p><p style=\"text-align: justify;\">首先,在美国市场,消费者为了赶上2025年9月底即将到期的《通胀削减法案》(IRA)下7500美元电动车税收抵免,推动了特斯拉销量大增。瑞银认为,本季度可能创下自2023年中以来美国季度交付量最高纪录,甚至可能是有史以来最高水平。然而,分析师也警告,当前的强劲需求很可能属于“提前透支”,意味着即使特斯拉在第四季度推出“低价版”Model Y,交付量仍可能环比下降。</p><p style=\"text-align: justify;\">欧洲市场也展现复苏迹象。数据显示,第三季度前两个月,特斯拉在欧洲前八大市场的交付量环比增长约22%。中国市场方面,零售交付量(即批发减去出口)环比增长约45%,表现同样稳健。此外,瑞银指出,土耳其和韩国市场的交付增长也值得关注。</p><p style=\"text-align: justify;\"><strong>在库存方面,瑞银预计本季度交付量将超过产量,幅度可能达到7%,这将有助于特斯拉降低库存水平。</strong>相比之下,2025年第二季度产量曾超出交付量约2.6万辆,占比6%。</p><p style=\"text-align: justify;\">瑞银同时预计,特斯拉将在财报中披露本季度能源储能系统部署情况。尽管受到会计确认规则的限制,该数据难以即时核实,瑞银预测部署量为10.4GWh,环比增长8%,基本与Visible Alpha市场共识的10.9GWh持平,也高于上一季度的9.6GWh。Spak提醒投资者,能源储能业务具有周期性波动,单季度数据不宜过度解读。</p><p style=\"text-align: justify;\">展望未来,瑞银预计2025年第四季度交付量将为42.8万辆,环比下降10%,同比下降14%。这一预估已经考虑了中国市场Model Y L车型的推出,以及美国市场可能面世的“低价版”Model Y。</p><p style=\"text-align: justify;\">全年方面,瑞银将2025年交付总量预期从151万辆上调至162万辆,尽管同比仍下降9%,但与市场共识持平。2026年交付量预期则略下调至160万辆,较市场共识低14%。瑞银表示,将在10月2日特斯拉公布实际交付数据后更新其财务模型。</p><p style=\"text-align: justify;\">尽管短期交付数据有所改善,Spak在报告最后仍强调:</p><blockquote><p style=\"text-align: justify;\"><strong>“特斯拉股价的主要驱动力更多来自于人工智能的市场叙事,而非其汽车主业。”</strong></p></blockquote><p class=\"t-img-caption\"><img src=\"https://static.tigerbbs.com/cf3661ffb4c9afdc6c80a97065821246\" tg-width=\"800\" tg-height=\"438\"/></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>高盛之后瑞银跟进,华尔街竞相上调特斯拉三季度交付预期</title>\n<style type=\"text/css\">\na,abbr,acronym,address,applet,article,aside,audio,b,big,blockquote,body,canvas,caption,center,cite,code,dd,del,details,dfn,div,dl,dt,\nem,embed,fieldset,figcaption,figure,footer,form,h1,h2,h3,h4,h5,h6,header,hgroup,html,i,iframe,img,ins,kbd,label,legend,li,mark,menu,nav,\nobject,ol,output,p,pre,q,ruby,s,samp,section,small,span,strike,strong,sub,summary,sup,table,tbody,td,tfoot,th,thead,time,tr,tt,u,ul,var,video{ font:inherit;margin:0;padding:0;vertical-align:baseline;border:0 }\nbody{ font-size:16px; line-height:1.5; color:#999; background:transparent; }\n.wrapper{ overflow:hidden;word-break:break-all;padding:10px; }\nh1,h2{ font-weight:normal; line-height:1.35; margin-bottom:.6em; }\nh3,h4,h5,h6{ line-height:1.35; margin-bottom:1em; }\nh1{ font-size:24px; }\nh2{ font-size:20px; }\nh3{ font-size:18px; }\nh4{ font-size:16px; }\nh5{ font-size:14px; }\nh6{ font-size:12px; }\np,ul,ol,blockquote,dl,table{ margin:1.2em 0; }\nul,ol{ margin-left:2em; }\nul{ list-style:disc; }\nol{ list-style:decimal; }\nli,li p{ margin:10px 0;}\nimg{ max-width:100%;display:block;margin:0 auto 1em; }\nblockquote{ color:#B5B2B1; border-left:3px solid #aaa; padding:1em; }\nstrong,b{font-weight:bold;}\nem,i{font-style:italic;}\ntable{ width:100%;border-collapse:collapse;border-spacing:1px;margin:1em 0;font-size:.9em; }\nth,td{ padding:5px;text-align:left;border:1px solid #aaa; }\nth{ font-weight:bold;background:#5d5d5d; }\n.symbol-link{font-weight:bold;}\n/* header{ border-bottom:1px solid #494756; } */\n.title{ margin:0 0 8px;line-height:1.3;color:#ddd; }\n.meta {color:#5e5c6d;font-size:13px;margin:0 0 .5em; }\na{text-decoration:none; color:#2a4b87;}\n.meta .head { display: inline-block; overflow: hidden}\n.head .h-thumb { width: 30px; height: 30px; margin: 0; padding: 0; border-radius: 50%; float: left;}\n.head .h-content { margin: 0; padding: 0 0 0 9px; float: left;}\n.head .h-name {font-size: 13px; color: #eee; margin: 0;}\n.head .h-time {font-size: 11px; color: #7E829C; margin: 0;line-height: 11px;}\n.small {font-size: 12.5px; display: inline-block; transform: scale(0.9); -webkit-transform: scale(0.9); transform-origin: left; -webkit-transform-origin: left;}\n.smaller {font-size: 12.5px; display: inline-block; transform: scale(0.8); -webkit-transform: scale(0.8); transform-origin: left; -webkit-transform-origin: left;}\n.bt-text {font-size: 12px;margin: 1.5em 0 0 0}\n.bt-text p {margin: 0}\n</style>\n</head>\n<body>\n<div class=\"wrapper\">\n<header>\n<h2 class=\"title\">\n高盛之后瑞银跟进,华尔街竞相上调特斯拉三季度交付预期\n</h2>\n\n<h4 class=\"meta\">\n\n\n2025-09-25 05:50 北京时间 <a href=https://wallstreetcn.com/articles/3756211><strong>华尔街见闻</strong></a>\n\n\n</h4>\n\n</header>\n<article>\n<div>\n<p>瑞银将特斯拉第三季度交付预测上调至47.5万辆,高于市场共识,美国通胀削减法案税收优惠到期推动美国市场交付强劲,欧洲、中国市场的交付也表现不俗。尽管如此,瑞银仍维持“卖出”评级,预期第四季度交付将环比下滑,并指出特斯拉股价当前更多由AI题材驱动,而非汽车业务基本面。特斯拉预计将在10月初公布2025年第三季度的交付报告,多家投行已提前上调交付预期。高盛分析师此前已上调交付量预测并提高目标价,而瑞银...</p>\n\n<a href=\"https://wallstreetcn.com/articles/3756211\">Web Link</a>\n\n</div>\n\n\n</article>\n</div>\n</body>\n</html>\n","type":0,"thumbnail":"https://static.tigerbbs.com/e49ab90f6352b6ebbb45091ad18b5a2e","relate_stocks":{"TSLL":"2倍做多TSLA ETF-Direxion","TSLA":"特斯拉"},"source_url":"https://wallstreetcn.com/articles/3756211","is_english":false,"share_image_url":"https://static.laohu8.com/e9f99090a1c2ed51c021029395664489","article_id":"2570408735","content_text":"瑞银将特斯拉第三季度交付预测上调至47.5万辆,高于市场共识,美国通胀削减法案税收优惠到期推动美国市场交付强劲,欧洲、中国市场的交付也表现不俗。尽管如此,瑞银仍维持“卖出”评级,预期第四季度交付将环比下滑,并指出特斯拉股价当前更多由AI题材驱动,而非汽车业务基本面。特斯拉预计将在10月初公布2025年第三季度的交付报告,多家投行已提前上调交付预期。高盛分析师此前已上调交付量预测并提高目标价,而瑞银(UBS)分析师在本周也上调交付预估至超出市场普遍共识的水平,但仍维持对特斯拉股票的“卖出”(Sell)评级。瑞银最新预测特斯拉第三季度交付量为47.5万辆,较去年同期增长3%,较上一季度增长24%,明显高于此前预估的43.1万辆。这一数字比市场数据平台Visible Alpha的共识高出约8%,但与投资机构买方的预期更加接近,后者普遍预估交付量在47万至47.5万辆之间。瑞银分析师Joseph Spak在周一发布的报告中表示:“我们认为,我们的新预测更加贴近买方对于47万至47.5万辆区间的预期。”但他也指出:“尽管最终数据可能符合买方预期,但我们通常发现,股价仍会根据是否超出或低于媒体的‘头条数字’而产生反应。”特斯拉股价周三收涨近4%,今年迄今涨幅接近10%。Spak在报告中指出,瑞银之所以上调预测,是因为第三季度在多个市场的交付表现超出预期。首先,在美国市场,消费者为了赶上2025年9月底即将到期的《通胀削减法案》(IRA)下7500美元电动车税收抵免,推动了特斯拉销量大增。瑞银认为,本季度可能创下自2023年中以来美国季度交付量最高纪录,甚至可能是有史以来最高水平。然而,分析师也警告,当前的强劲需求很可能属于“提前透支”,意味着即使特斯拉在第四季度推出“低价版”Model Y,交付量仍可能环比下降。欧洲市场也展现复苏迹象。数据显示,第三季度前两个月,特斯拉在欧洲前八大市场的交付量环比增长约22%。中国市场方面,零售交付量(即批发减去出口)环比增长约45%,表现同样稳健。此外,瑞银指出,土耳其和韩国市场的交付增长也值得关注。在库存方面,瑞银预计本季度交付量将超过产量,幅度可能达到7%,这将有助于特斯拉降低库存水平。相比之下,2025年第二季度产量曾超出交付量约2.6万辆,占比6%。瑞银同时预计,特斯拉将在财报中披露本季度能源储能系统部署情况。尽管受到会计确认规则的限制,该数据难以即时核实,瑞银预测部署量为10.4GWh,环比增长8%,基本与Visible Alpha市场共识的10.9GWh持平,也高于上一季度的9.6GWh。Spak提醒投资者,能源储能业务具有周期性波动,单季度数据不宜过度解读。展望未来,瑞银预计2025年第四季度交付量将为42.8万辆,环比下降10%,同比下降14%。这一预估已经考虑了中国市场Model Y L车型的推出,以及美国市场可能面世的“低价版”Model Y。全年方面,瑞银将2025年交付总量预期从151万辆上调至162万辆,尽管同比仍下降9%,但与市场共识持平。2026年交付量预期则略下调至160万辆,较市场共识低14%。瑞银表示,将在10月2日特斯拉公布实际交付数据后更新其财务模型。尽管短期交付数据有所改善,Spak在报告最后仍强调:“特斯拉股价的主要驱动力更多来自于人工智能的市场叙事,而非其汽车主业。”","news_type":1,"symbols_score_info":{"TSLA":1.5,"TSLL":1.5}},"isVote":1,"tweetType":1,"viewCount":914,"authorTweetTopStatus":1,"verified":2,"comments":[{"author":{"id":"4200747074916302","authorId":"4200747074916302","name":"sacredling","avatar":"https://static.tigerbbs.com/1a5dd9339674724cde9c0cb76421647d","crmLevel":4,"crmLevelSwitch":0,"authorIdStr":"4200747074916302","idStr":"4200747074916302"},"content":"200多喊到现在400多了,倒是使劲空嘛,说再多都没用","text":"200多喊到现在400多了,倒是使劲空嘛,说再多都没用","html":"200多喊到现在400多了,倒是使劲空嘛,说再多都没用"}],"imageCount":0,"langContent":"CN","totalScore":0},{"id":409615494414632,"gmtCreate":1741013693712,"gmtModify":1741019403619,"author":{"id":"3560418186602071","authorId":"3560418186602071","name":"畜牧教主马斯克","avatar":"https://static.tigerbbs.com/58bf1dddf2200bde0bbfcaedaadea959","crmLevel":6,"crmLevelSwitch":1,"followedFlag":false,"authorIdStr":"3560418186602071","idStr":"3560418186602071"},"themes":[],"htmlText":"<a href=\"https://laohu8.com/S/TSLA\">$特斯拉(TSLA)$ </a><v-v data-views=\"0\"></v-v>精彩的拉高出货,准备好继续向下了吗?","listText":"<a href=\"https://laohu8.com/S/TSLA\">$特斯拉(TSLA)$ </a><v-v data-views=\"0\"></v-v>精彩的拉高出货,准备好继续向下了吗?","text":"$特斯拉(TSLA)$ 精彩的拉高出货,准备好继续向下了吗?","images":[],"top":1,"highlighted":2,"essential":1,"paper":1,"likeSize":10,"commentSize":25,"repostSize":3,"link":"https://laohu8.com/post/409615494414632","isVote":1,"tweetType":1,"viewCount":6982,"authorTweetTopStatus":1,"verified":2,"comments":[{"author":{"id":"3509488235420383","authorId":"3509488235420383","name":"云游四方","avatar":"https://static.laohu8.com/default-avatar.jpg","crmLevel":1,"crmLevelSwitch":0,"authorIdStr":"3509488235420383","idStr":"3509488235420383"},"content":"实事求是的说,特斯拉未来可期。股票投的是大趋势。短线下跌,未来可期。","text":"实事求是的说,特斯拉未来可期。股票投的是大趋势。短线下跌,未来可期。","html":"实事求是的说,特斯拉未来可期。股票投的是大趋势。短线下跌,未来可期。"},{"author":{"id":"4193543537218652","authorId":"4193543537218652","name":"yoyonono","avatar":"https://community-static.tradeup.com/news/default-avatar.jpg","crmLevel":5,"crmLevelSwitch":0,"authorIdStr":"4193543537218652","idStr":"4193543537218652"},"content":"今天确实不能买美股科技股。。纳指今晚铁定18300点或者更低。特斯拉即使没有明显大抛盘,你也不可能反着指数去认为特斯拉会涨吧?","text":"今天确实不能买美股科技股。。纳指今晚铁定18300点或者更低。特斯拉即使没有明显大抛盘,你也不可能反着指数去认为特斯拉会涨吧?","html":"今天确实不能买美股科技股。。纳指今晚铁定18300点或者更低。特斯拉即使没有明显大抛盘,你也不可能反着指数去认为特斯拉会涨吧?"}],"imageCount":0,"langContent":"CN","totalScore":0},{"id":317753425187072,"gmtCreate":1718615571032,"gmtModify":1718636404307,"author":{"id":"3560418186602071","authorId":"3560418186602071","name":"畜牧教主马斯克","avatar":"https://static.tigerbbs.com/58bf1dddf2200bde0bbfcaedaadea959","crmLevel":6,"crmLevelSwitch":1,"followedFlag":false,"authorIdStr":"3560418186602071","idStr":"3560418186602071"},"themes":[],"htmlText":"<a href=\"https://laohu8.com/S/TSLA\">$特斯拉(TSLA)$ </a><v-v data-views=\"0\"></v-v> 今晚再跌一波,本周有希望破170,突入165!年底看空至120美元!吹牛王得不到制裁那就让公司的股价承担后果吧[开心] ","listText":"<a href=\"https://laohu8.com/S/TSLA\">$特斯拉(TSLA)$ </a><v-v data-views=\"0\"></v-v> 今晚再跌一波,本周有希望破170,突入165!年底看空至120美元!吹牛王得不到制裁那就让公司的股价承担后果吧[开心] ","text":"$特斯拉(TSLA)$ 今晚再跌一波,本周有希望破170,突入165!年底看空至120美元!吹牛王得不到制裁那就让公司的股价承担后果吧[开心]","images":[],"top":1,"highlighted":2,"essential":1,"paper":1,"likeSize":5,"commentSize":24,"repostSize":0,"link":"https://laohu8.com/post/317753425187072","isVote":1,"tweetType":1,"viewCount":6527,"authorTweetTopStatus":1,"verified":2,"comments":[{"author":{"id":"4093596070918460","authorId":"4093596070918460","name":"闲人马斯克","avatar":"https://static.tigerbbs.com/8de4bb6ae7ead34f761208585a438824","crmLevel":13,"crmLevelSwitch":1,"authorIdStr":"4093596070918460","idStr":"4093596070918460"},"content":"听说马斯克会给你封口费,怕你每天喷他和特斯拉 [开心]","text":"听说马斯克会给你封口费,怕你每天喷他和特斯拉 [开心]","html":"听说马斯克会给你封口费,怕你每天喷他和特斯拉 [开心]"},{"author":{"id":"3435432557835819","authorId":"3435432557835819","name":"Nirvana2000","avatar":"https://static.laohu8.com/5dee3b809b7f81bc4f31e9b05c31b392","crmLevel":1,"crmLevelSwitch":1,"authorIdStr":"3435432557835819","idStr":"3435432557835819"},"content":"我看这位大姐天天上来喊空都觉得累","text":"我看这位大姐天天上来喊空都觉得累","html":"我看这位大姐天天上来喊空都觉得累"}],"imageCount":0,"langContent":"CN","totalScore":0},{"id":383651390804456,"gmtCreate":1734706175345,"gmtModify":1734744003070,"author":{"id":"3560418186602071","authorId":"3560418186602071","name":"畜牧教主马斯克","avatar":"https://static.tigerbbs.com/58bf1dddf2200bde0bbfcaedaadea959","crmLevel":6,"crmLevelSwitch":1,"followedFlag":false,"authorIdStr":"3560418186602071","idStr":"3560418186602071"},"themes":[],"htmlText":"<a href=\"https://www.laohu8.com/S/TSLA\">$特斯拉(TSLA)$ </a>哇哦,这波诱多可以的,市盈率还有116倍可以慢慢砸","listText":"<a href=\"https://www.laohu8.com/S/TSLA\">$特斯拉(TSLA)$ </a>哇哦,这波诱多可以的,市盈率还有116倍可以慢慢砸","text":"$特斯拉(TSLA)$ 哇哦,这波诱多可以的,市盈率还有116倍可以慢慢砸","images":[],"top":1,"highlighted":2,"essential":1,"paper":1,"likeSize":6,"commentSize":22,"repostSize":4,"link":"https://laohu8.com/post/383651390804456","isVote":1,"tweetType":1,"viewCount":6091,"authorTweetTopStatus":1,"verified":2,"comments":[{"author":{"id":"4093596070918460","authorId":"4093596070918460","name":"闲人马斯克","avatar":"https://static.tigerbbs.com/8de4bb6ae7ead34f761208585a438824","crmLevel":13,"crmLevelSwitch":1,"authorIdStr":"4093596070918460","idStr":"4093596070918460"},"content":"现在华尔街越来越多的评估师上调了特斯拉的评级和估值,还没有调低的。你是唯一?可是正常人会选择更相信华尔街的评估师","text":"现在华尔街越来越多的评估师上调了特斯拉的评级和估值,还没有调低的。你是唯一?可是正常人会选择更相信华尔街的评估师","html":"现在华尔街越来越多的评估师上调了特斯拉的评级和估值,还没有调低的。你是唯一?可是正常人会选择更相信华尔街的评估师"},{"author":{"id":"4093596070918460","authorId":"4093596070918460","name":"闲人马斯克","avatar":"https://static.tigerbbs.com/8de4bb6ae7ead34f761208585a438824","crmLevel":13,"crmLevelSwitch":1,"authorIdStr":"4093596070918460","idStr":"4093596070918460"},"content":"别再出来乱说了,基本的东西都不会判断,误人不浅","text":"别再出来乱说了,基本的东西都不会判断,误人不浅","html":"别再出来乱说了,基本的东西都不会判断,误人不浅"}],"imageCount":0,"langContent":"CN","totalScore":0},{"id":407384084603008,"gmtCreate":1740477937218,"gmtModify":1740484203248,"author":{"id":"3560418186602071","authorId":"3560418186602071","name":"畜牧教主马斯克","avatar":"https://static.tigerbbs.com/58bf1dddf2200bde0bbfcaedaadea959","crmLevel":6,"crmLevelSwitch":1,"followedFlag":false,"authorIdStr":"3560418186602071","idStr":"3560418186602071"},"themes":[],"htmlText":"<a href=\"https://laohu8.com/S/TSLA\">$特斯拉(TSLA)$ </a><v-v data-views=\"0\"></v-v> 还是喜欢你盘前涨盘中跳水的样子。FSD64000加装费加上绑定汽车,再好会有多少大冤种装[微笑] 免费好用才是硬道理,还有极高的政治风险在,坐等反向破万亿[开心] 包空你教主的","listText":"<a href=\"https://laohu8.com/S/TSLA\">$特斯拉(TSLA)$ </a><v-v data-views=\"0\"></v-v> 还是喜欢你盘前涨盘中跳水的样子。FSD64000加装费加上绑定汽车,再好会有多少大冤种装[微笑] 免费好用才是硬道理,还有极高的政治风险在,坐等反向破万亿[开心] 包空你教主的","text":"$特斯拉(TSLA)$ 还是喜欢你盘前涨盘中跳水的样子。FSD64000加装费加上绑定汽车,再好会有多少大冤种装[微笑] 免费好用才是硬道理,还有极高的政治风险在,坐等反向破万亿[开心] 包空你教主的","images":[{"img":"https://static.tigerbbs.com/d6e6b886730d1d43553f02ccf87b9feb","width":"1092","height":"1717"}],"top":1,"highlighted":2,"essential":1,"paper":1,"likeSize":7,"commentSize":23,"repostSize":2,"link":"https://laohu8.com/post/407384084603008","isVote":1,"tweetType":1,"viewCount":26810,"authorTweetTopStatus":1,"verified":2,"comments":[{"author":{"id":"4195272735879932","authorId":"4195272735879932","name":"穷不达","avatar":"https://static.tigerbbs.com/af68781b8c44eade49ee4fce2cecabf8","crmLevel":1,"crmLevelSwitch":0,"authorIdStr":"4195272735879932","idStr":"4195272735879932"},"content":"🤔️还是有不少人装的。假设中国有100万人买入特斯拉那么5个人就有一个很可能就是fsd的潜在客户 利润还是相当可观的","text":"🤔️还是有不少人装的。假设中国有100万人买入特斯拉那么5个人就有一个很可能就是fsd的潜在客户 利润还是相当可观的","html":"🤔️还是有不少人装的。假设中国有100万人买入特斯拉那么5个人就有一个很可能就是fsd的潜在客户 利润还是相当可观的"},{"author":{"id":"3523536666774916","authorId":"3523536666774916","name":"画饼仙人韭菜花","avatar":"https://static.tigerbbs.com/2467760e12a0719e780d7f9aa6176a05","crmLevel":1,"crmLevelSwitch":0,"authorIdStr":"3523536666774916","idStr":"3523536666774916"},"content":"免费好用 为何坐飞机不能免费好用 为何坐地铁不能免费好用😂😂😂","text":"免费好用 为何坐飞机不能免费好用 为何坐地铁不能免费好用😂😂😂","html":"免费好用 为何坐飞机不能免费好用 为何坐地铁不能免费好用😂😂😂"}],"imageCount":1,"langContent":"CN","totalScore":0},{"id":388293509525656,"gmtCreate":1735828001370,"gmtModify":1735835403273,"author":{"id":"3560418186602071","authorId":"3560418186602071","name":"畜牧教主马斯克","avatar":"https://static.tigerbbs.com/58bf1dddf2200bde0bbfcaedaadea959","crmLevel":6,"crmLevelSwitch":1,"followedFlag":false,"authorIdStr":"3560418186602071","idStr":"3560418186602071"},"themes":[],"htmlText":"<a href=\"https://laohu8.com/S/TSLA\">$特斯拉(TSLA)$ </a><v-v data-views=\"0\"></v-v> 488接盘的兄弟也太可怜了,估计得等一两年了(前提是马大炮靠谱)光靠梦想果然不行啊,还是得马大炮发一下x拯救一下。要怪就怪教主太能吹了,那么多优惠政策也完不成任务[开心] 机器人,自动出租依然是块没有盈利的饼,继续下跌","listText":"<a href=\"https://laohu8.com/S/TSLA\">$特斯拉(TSLA)$ </a><v-v data-views=\"0\"></v-v> 488接盘的兄弟也太可怜了,估计得等一两年了(前提是马大炮靠谱)光靠梦想果然不行啊,还是得马大炮发一下x拯救一下。要怪就怪教主太能吹了,那么多优惠政策也完不成任务[开心] 机器人,自动出租依然是块没有盈利的饼,继续下跌","text":"$特斯拉(TSLA)$ 488接盘的兄弟也太可怜了,估计得等一两年了(前提是马大炮靠谱)光靠梦想果然不行啊,还是得马大炮发一下x拯救一下。要怪就怪教主太能吹了,那么多优惠政策也完不成任务[开心] 机器人,自动出租依然是块没有盈利的饼,继续下跌","images":[],"top":1,"highlighted":2,"essential":1,"paper":1,"likeSize":7,"commentSize":25,"repostSize":0,"link":"https://laohu8.com/post/388293509525656","isVote":1,"tweetType":1,"viewCount":9673,"authorTweetTopStatus":1,"verified":2,"comments":[{"author":{"id":"3496384095022760","authorId":"3496384095022760","name":"DONG CHAO","avatar":"https://static.tigerbbs.com/78b0cf9952be0876ca4a45608763d762","crmLevel":4,"crmLevelSwitch":1,"authorIdStr":"3496384095022760","idStr":"3496384095022760"},"content":"长期看好,FSD和cyber truck 落地中国的时候,就是股价上涨到1000的时候。","text":"长期看好,FSD和cyber truck 落地中国的时候,就是股价上涨到1000的时候。","html":"长期看好,FSD和cyber truck 落地中国的时候,就是股价上涨到1000的时候。"},{"author":{"id":"3553256311875125","authorId":"3553256311875125","name":"老当益壮铁树开花","avatar":"https://static.tigerbbs.com/ffe9bdf2e928a90ce7307de1ff8b30ff","crmLevel":5,"crmLevelSwitch":0,"authorIdStr":"3553256311875125","idStr":"3553256311875125"},"content":"国内新能源车越来越卷,虽然特斯拉还是优势明显,但是小米的崛起,理想的下沉,前后夹击,让特斯拉如鲠在喉。明年注定是特斯拉在华最难的一年。","text":"国内新能源车越来越卷,虽然特斯拉还是优势明显,但是小米的崛起,理想的下沉,前后夹击,让特斯拉如鲠在喉。明年注定是特斯拉在华最难的一年。","html":"国内新能源车越来越卷,虽然特斯拉还是优势明显,但是小米的崛起,理想的下沉,前后夹击,让特斯拉如鲠在喉。明年注定是特斯拉在华最难的一年。"}],"imageCount":0,"langContent":"CN","totalScore":0},{"id":420633987400264,"gmtCreate":1743724588763,"gmtModify":1743724590282,"author":{"id":"3560418186602071","authorId":"3560418186602071","name":"畜牧教主马斯克","avatar":"https://static.tigerbbs.com/58bf1dddf2200bde0bbfcaedaadea959","crmLevel":6,"crmLevelSwitch":1,"followedFlag":false,"authorIdStr":"3560418186602071","idStr":"3560418186602071"},"themes":[],"htmlText":"<a href=\"https://laohu8.com/S/SOXL\">$三倍做多半导体ETF-Direxion Daily(SOXL)$ </a><v-v data-views=\"0\"></v-v> 得到十块以下了,半导体行业挺害怕通胀和衰退的","listText":"<a href=\"https://laohu8.com/S/SOXL\">$三倍做多半导体ETF-Direxion Daily(SOXL)$ </a><v-v data-views=\"0\"></v-v> 得到十块以下了,半导体行业挺害怕通胀和衰退的","text":"$三倍做多半导体ETF-Direxion Daily(SOXL)$ 得到十块以下了,半导体行业挺害怕通胀和衰退的","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":1,"commentSize":7,"repostSize":0,"link":"https://laohu8.com/post/420633987400264","isVote":1,"tweetType":1,"viewCount":3568,"authorTweetTopStatus":1,"verified":2,"comments":[{"author":{"id":"3457299282858406","authorId":"3457299282858406","name":"ckxy2008","avatar":"https://static.laohu8.com/default-avatar.jpg","crmLevel":1,"crmLevelSwitch":0,"authorIdStr":"3457299282858406","idStr":"3457299282858406"},"content":"这可是三倍,10块?1块都有可能,随便半导体回调个30%,基本上这玩意就7-80%的跌幅","text":"这可是三倍,10块?1块都有可能,随便半导体回调个30%,基本上这玩意就7-80%的跌幅","html":"这可是三倍,10块?1块都有可能,随便半导体回调个30%,基本上这玩意就7-80%的跌幅"},{"author":{"id":"4092899621702560","authorId":"4092899621702560","name":"pzxy","avatar":"https://static.laohu8.com/default-avatar.jpg","crmLevel":1,"crmLevelSwitch":0,"authorIdStr":"4092899621702560","idStr":"4092899621702560"},"content":"昨天本来想抄底,结果看到了你的帖子,唉,这种人就是无脑空,什么逻辑都没有,拉黑了","text":"昨天本来想抄底,结果看到了你的帖子,唉,这种人就是无脑空,什么逻辑都没有,拉黑了","html":"昨天本来想抄底,结果看到了你的帖子,唉,这种人就是无脑空,什么逻辑都没有,拉黑了"}],"imageCount":0,"langContent":"CN","totalScore":0},{"id":289300674449728,"gmtCreate":1711652947561,"gmtModify":1711652949220,"author":{"id":"3560418186602071","authorId":"3560418186602071","name":"畜牧教主马斯克","avatar":"https://static.tigerbbs.com/58bf1dddf2200bde0bbfcaedaadea959","crmLevel":6,"crmLevelSwitch":1,"followedFlag":false,"authorIdStr":"3560418186602071","idStr":"3560418186602071"},"themes":[],"htmlText":"<a href=\"https://laohu8.com/S/TSLA\">$特斯拉(TSLA)$ </a><v-v data-views=\"0\"></v-v> 转灯成功,下周迎接销量暴击开始新一波下[冷漠] ","listText":"<a href=\"https://laohu8.com/S/TSLA\">$特斯拉(TSLA)$ </a><v-v data-views=\"0\"></v-v> 转灯成功,下周迎接销量暴击开始新一波下[冷漠] ","text":"$特斯拉(TSLA)$ 转灯成功,下周迎接销量暴击开始新一波下[冷漠]","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":1,"commentSize":6,"repostSize":1,"link":"https://laohu8.com/post/289300674449728","isVote":1,"tweetType":1,"viewCount":3604,"authorTweetTopStatus":1,"verified":2,"comments":[{"author":{"id":"4092177932484180","authorId":"4092177932484180","name":"雁门关向东二万五千里","avatar":"https://static.tigerbbs.com/07291789f4dae4cc64e158f365e7e31b","crmLevel":2,"crmLevelSwitch":0,"authorIdStr":"4092177932484180","idStr":"4092177932484180"},"content":"小米今年只有7万的产能,对特斯拉造成不了太大的威胁,空头手中的筹码已经太多了,跌到130,空头和多头都会巨亏,也不符合空头金主们的利益,毕竟他们已经开启电动化,没有特斯拉的充电桩,通用,福特都得玩完,现在谁求谁心里没的数吗?","text":"小米今年只有7万的产能,对特斯拉造成不了太大的威胁,空头手中的筹码已经太多了,跌到130,空头和多头都会巨亏,也不符合空头金主们的利益,毕竟他们已经开启电动化,没有特斯拉的充电桩,通用,福特都得玩完,现在谁求谁心里没的数吗?","html":"小米今年只有7万的产能,对特斯拉造成不了太大的威胁,空头手中的筹码已经太多了,跌到130,空头和多头都会巨亏,也不符合空头金主们的利益,毕竟他们已经开启电动化,没有特斯拉的充电桩,通用,福特都得玩完,现在谁求谁心里没的数吗?"},{"author":{"id":"3560418186602071","authorId":"3560418186602071","name":"畜牧教主马斯克","avatar":"https://static.tigerbbs.com/58bf1dddf2200bde0bbfcaedaadea959","crmLevel":6,"crmLevelSwitch":1,"authorIdStr":"3560418186602071","idStr":"3560418186602071"},"content":"$特斯拉(TSLA)$ 150以下基本上没得说了,除非马大炮还有什么新饼可以画。财报暴雷也跑不了了","text":"$特斯拉(TSLA)$ 150以下基本上没得说了,除非马大炮还有什么新饼可以画。财报暴雷也跑不了了","html":"$特斯拉(TSLA)$ 150以下基本上没得说了,除非马大炮还有什么新饼可以画。财报暴雷也跑不了了"}],"imageCount":0,"langContent":"CN","totalScore":0},{"id":420853731193344,"gmtCreate":1743778133261,"gmtModify":1743778149609,"author":{"id":"3560418186602071","authorId":"3560418186602071","name":"畜牧教主马斯克","avatar":"https://static.tigerbbs.com/58bf1dddf2200bde0bbfcaedaadea959","crmLevel":6,"crmLevelSwitch":1,"followedFlag":false,"authorIdStr":"3560418186602071","idStr":"3560418186602071"},"themes":[],"htmlText":"<a href=\"https://laohu8.com/S/TSLA\">$特斯拉(TSLA)$ </a><v-v data-views=\"0\"></v-v> 最好的做空标的!做空特斯拉,报复教主让他破产。马斯克和特朗普终将被历史铭记,让贸易战来得更猛烈些吧!","listText":"<a href=\"https://laohu8.com/S/TSLA\">$特斯拉(TSLA)$ </a><v-v data-views=\"0\"></v-v> 最好的做空标的!做空特斯拉,报复教主让他破产。马斯克和特朗普终将被历史铭记,让贸易战来得更猛烈些吧!","text":"$特斯拉(TSLA)$ 最好的做空标的!做空特斯拉,报复教主让他破产。马斯克和特朗普终将被历史铭记,让贸易战来得更猛烈些吧!","images":[{"img":"https://static.tigerbbs.com/f8db30745c5d43a8654eb5f4ea465191","width":"1092","height":"1717"}],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":2,"commentSize":8,"repostSize":0,"link":"https://laohu8.com/post/420853731193344","isVote":1,"tweetType":1,"viewCount":3667,"authorTweetTopStatus":1,"verified":2,"comments":[{"author":{"id":"3516020237512742","authorId":"3516020237512742","name":"佛光普照照照照","avatar":"https://static.tigerbbs.com/50538693f3823bc2450ba4a44ca170bb","crmLevel":5,"crmLevelSwitch":0,"authorIdStr":"3516020237512742","idStr":"3516020237512742"},"content":"下周还能继续做空特斯拉吗??","text":"下周还能继续做空特斯拉吗??","html":"下周还能继续做空特斯拉吗??"},{"author":{"id":"3461586073682313","authorId":"3461586073682313","name":"Leader","avatar":"https://static.laohu8.com/5c2573e1e23bea3da9040a94847c190b","crmLevel":2,"crmLevelSwitch":0,"authorIdStr":"3461586073682313","idStr":"3461586073682313"},"content":"这么下去,做空特斯拉,财富自由了","text":"这么下去,做空特斯拉,财富自由了","html":"这么下去,做空特斯拉,财富自由了"}],"imageCount":1,"langContent":"CN","totalScore":0},{"id":300585726152992,"gmtCreate":1714404698947,"gmtModify":1714458710393,"author":{"id":"3560418186602071","authorId":"3560418186602071","name":"畜牧教主马斯克","avatar":"https://static.tigerbbs.com/58bf1dddf2200bde0bbfcaedaadea959","crmLevel":6,"crmLevelSwitch":1,"followedFlag":false,"authorIdStr":"3560418186602071","idStr":"3560418186602071"},"themes":[],"htmlText":"<a href=\"https://laohu8.com/S/TSLA\">$特斯拉(TSLA)$ </a><v-v data-views=\"0\"></v-v> 还没通过就强拉这么多?马大炮这个饼扔的有水平。","listText":"<a href=\"https://laohu8.com/S/TSLA\">$特斯拉(TSLA)$ </a><v-v data-views=\"0\"></v-v> 还没通过就强拉这么多?马大炮这个饼扔的有水平。","text":"$特斯拉(TSLA)$ 还没通过就强拉这么多?马大炮这个饼扔的有水平。","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":2,"commentSize":7,"repostSize":0,"link":"https://laohu8.com/post/300585726152992","isVote":1,"tweetType":1,"viewCount":4391,"authorTweetTopStatus":1,"verified":2,"comments":[{"author":{"id":"3559329655819166","authorId":"3559329655819166","name":"能不能别瞎搞","avatar":"https://static.laohu8.com/default-avatar.jpg","crmLevel":0,"crmLevelSwitch":0,"authorIdStr":"3559329655819166","idStr":"3559329655819166"},"content":"哈哈哈 又被拉爆了","text":"哈哈哈 又被拉爆了","html":"哈哈哈 又被拉爆了"},{"author":{"id":"3484262864630055","authorId":"3484262864630055","name":"斑马爸爸","avatar":"https://static.tigerbbs.com/6dde3038aa94e2e271970c282286a344","crmLevel":5,"crmLevelSwitch":0,"authorIdStr":"3484262864630055","idStr":"3484262864630055"},"content":"总理都说好,还会不通过?","text":"总理都说好,还会不通过?","html":"总理都说好,还会不通过?"}],"imageCount":0,"langContent":"CN","totalScore":0},{"id":189800390443008,"gmtCreate":1687363508504,"gmtModify":1687363509504,"author":{"id":"3560418186602071","authorId":"3560418186602071","name":"畜牧教主马斯克","avatar":"https://static.tigerbbs.com/58bf1dddf2200bde0bbfcaedaadea959","crmLevel":6,"crmLevelSwitch":1,"followedFlag":false,"authorIdStr":"3560418186602071","idStr":"3560418186602071"},"themes":[],"htmlText":"<a href=\"https://laohu8.com/S/TSLA\">$特斯拉(TSLA)$ </a>[爱你] 开始调头向下了吗?冲","listText":"<a href=\"https://laohu8.com/S/TSLA\">$特斯拉(TSLA)$ </a>[爱你] 开始调头向下了吗?冲","text":"$特斯拉(TSLA)$ [爱你] 开始调头向下了吗?冲","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":2,"commentSize":7,"repostSize":0,"link":"https://laohu8.com/post/189800390443008","isVote":1,"tweetType":1,"viewCount":4855,"authorTweetTopStatus":1,"verified":2,"comments":[{"author":{"id":"3563357612600728","authorId":"3563357612600728","name":"Johnsonk","avatar":"https://static.tigerbbs.com/8d6ab73351a61f0c3e887a3cffcf2aa2","crmLevel":1,"crmLevelSwitch":0,"authorIdStr":"3563357612600728","idStr":"3563357612600728"},"content":"前几天你人呢?","text":"前几天你人呢?","html":"前几天你人呢?"}],"imageCount":0,"langContent":"CN","totalScore":0},{"id":393702809559480,"gmtCreate":1737159896583,"gmtModify":1737212405688,"author":{"id":"3560418186602071","authorId":"3560418186602071","name":"畜牧教主马斯克","avatar":"https://static.tigerbbs.com/58bf1dddf2200bde0bbfcaedaadea959","crmLevel":6,"crmLevelSwitch":1,"followedFlag":false,"authorIdStr":"3560418186602071","idStr":"3560418186602071"},"themes":[],"htmlText":"<a href=\"https://laohu8.com/S/TSLA\">$特斯拉(TSLA)$ </a><v-v data-views=\"0\"></v-v> 下下周等你暴跌,这个市值大炮还有多少饼?","listText":"<a href=\"https://laohu8.com/S/TSLA\">$特斯拉(TSLA)$ </a><v-v data-views=\"0\"></v-v> 下下周等你暴跌,这个市值大炮还有多少饼?","text":"$特斯拉(TSLA)$ 下下周等你暴跌,这个市值大炮还有多少饼?","images":[],"top":1,"highlighted":2,"essential":1,"paper":1,"likeSize":6,"commentSize":21,"repostSize":1,"link":"https://laohu8.com/post/393702809559480","isVote":1,"tweetType":1,"viewCount":6210,"authorTweetTopStatus":1,"verified":2,"comments":[{"author":{"id":"3464650551454893","authorId":"3464650551454893","name":"浪潮上的小舢板","avatar":"https://static.tigerbbs.com/e96cbf9c80a9100b3ffffc80c96d8329","crmLevel":9,"crmLevelSwitch":1,"authorIdStr":"3464650551454893","idStr":"3464650551454893"},"content":"持续关注中,之前你的put平了没有?","text":"持续关注中,之前你的put平了没有?","html":"持续关注中,之前你的put平了没有?"},{"author":{"id":"4197597367227840","authorId":"4197597367227840","name":"liron","avatar":"https://community-static.tradeup.com/news/default-avatar.jpg","crmLevel":1,"crmLevelSwitch":0,"authorIdStr":"4197597367227840","idStr":"4197597367227840"},"content":"傻鸟,天天出嘴不开空单","text":"傻鸟,天天出嘴不开空单","html":"傻鸟,天天出嘴不开空单"}],"imageCount":0,"langContent":"CN","totalScore":0},{"id":484912103965488,"gmtCreate":1759415637056,"gmtModify":1759415639243,"author":{"id":"3560418186602071","authorId":"3560418186602071","name":"畜牧教主马斯克","avatar":"https://static.tigerbbs.com/58bf1dddf2200bde0bbfcaedaadea959","crmLevel":6,"crmLevelSwitch":1,"followedFlag":false,"authorIdStr":"3560418186602071","idStr":"3560418186602071"},"themes":[],"htmlText":"画饼公司,邪教头子的身价越来越离谱","listText":"画饼公司,邪教头子的身价越来越离谱","text":"画饼公司,邪教头子的身价越来越离谱","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":0,"commentSize":3,"repostSize":0,"link":"https://laohu8.com/post/484912103965488","repostId":"1111891751","repostType":2,"repost":{"id":"1111891751","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":1759410186,"share":"https://www.laohu8.com/m/news/1111891751?lang=&edition=full","pubTime":"2025-10-02 21:03","market":"us","language":"zh","title":"特斯拉第三季度交付量497099辆,市场预估439612辆","url":"https://stock-news.laohu8.com/highlight/detail?id=1111891751","media":"老虎资讯综合","summary":"第三季度产量447450辆,市场预测450313辆。","content":"<html><head></head><body><p><strong><a href=\"https://laohu8.com/S/TSLA\">特斯拉</a> 第三季度汽车交付量为497099辆,创下纪录,较去年同期增长7.4%。市场预估为439612辆。</strong>分析认为,美国联邦政府一项最高7500美元的电动汽车税收抵免即将到期,为美国电动汽车销量带来暂时性提振。9月30日后该购车激励政策逐步取消,这一背景也推动了通用汽车、福特汽车和现代汽车旗下车型需求激增。</p><p>特斯拉第三季度产量447450辆,市场预测450313辆。</p><p>第三季度MODEL 3/Y交付量481166辆,预测424828辆。</p><p>第三季度车型3/Y产量435826辆,预测426714辆。</p><p>同期,特斯拉储能产品装机量达到12.5吉瓦时,上海储能超级工厂产能释放持续助推业务增长。据媒体数据统计,上海超级工厂9月交付量超过9万辆,中国市场销量超7.1万辆,环比增长25%。 </p></body></html>","collect":0,"html":"<!DOCTYPE html>\n<html>\n<head>\n<meta http-equiv=\"Content-Type\" content=\"text/html; charset=utf-8\" />\n<meta name=\"viewport\" content=\"width=device-width,initial-scale=1.0,minimum-scale=1.0,maximum-scale=1.0,user-scalable=no\"/>\n<meta name=\"format-detection\" content=\"telephone=no,email=no,address=no\" />\n<title>特斯拉第三季度交付量497099辆,市场预估439612辆</title>\n<style type=\"text/css\">\na,abbr,acronym,address,applet,article,aside,audio,b,big,blockquote,body,canvas,caption,center,cite,code,dd,del,details,dfn,div,dl,dt,\nem,embed,fieldset,figcaption,figure,footer,form,h1,h2,h3,h4,h5,h6,header,hgroup,html,i,iframe,img,ins,kbd,label,legend,li,mark,menu,nav,\nobject,ol,output,p,pre,q,ruby,s,samp,section,small,span,strike,strong,sub,summary,sup,table,tbody,td,tfoot,th,thead,time,tr,tt,u,ul,var,video{ font:inherit;margin:0;padding:0;vertical-align:baseline;border:0 }\nbody{ font-size:16px; line-height:1.5; color:#999; background:transparent; }\n.wrapper{ overflow:hidden;word-break:break-all;padding:10px; }\nh1,h2{ font-weight:normal; line-height:1.35; margin-bottom:.6em; }\nh3,h4,h5,h6{ line-height:1.35; margin-bottom:1em; }\nh1{ font-size:24px; }\nh2{ font-size:20px; }\nh3{ font-size:18px; }\nh4{ font-size:16px; }\nh5{ font-size:14px; }\nh6{ font-size:12px; }\np,ul,ol,blockquote,dl,table{ margin:1.2em 0; }\nul,ol{ margin-left:2em; }\nul{ list-style:disc; }\nol{ list-style:decimal; }\nli,li p{ margin:10px 0;}\nimg{ max-width:100%;display:block;margin:0 auto 1em; }\nblockquote{ color:#B5B2B1; border-left:3px solid #aaa; padding:1em; }\nstrong,b{font-weight:bold;}\nem,i{font-style:italic;}\ntable{ width:100%;border-collapse:collapse;border-spacing:1px;margin:1em 0;font-size:.9em; }\nth,td{ padding:5px;text-align:left;border:1px solid #aaa; }\nth{ font-weight:bold;background:#5d5d5d; }\n.symbol-link{font-weight:bold;}\n/* header{ border-bottom:1px solid #494756; } */\n.title{ margin:0 0 8px;line-height:1.3;color:#ddd; }\n.meta {color:#5e5c6d;font-size:13px;margin:0 0 .5em; }\na{text-decoration:none; color:#2a4b87;}\n.meta .head { display: inline-block; overflow: hidden}\n.head .h-thumb { width: 30px; height: 30px; margin: 0; padding: 0; border-radius: 50%; float: left;}\n.head .h-content { margin: 0; padding: 0 0 0 9px; float: left;}\n.head .h-name {font-size: 13px; color: #eee; margin: 0;}\n.head .h-time {font-size: 11px; color: #7E829C; margin: 0;line-height: 11px;}\n.small {font-size: 12.5px; display: inline-block; transform: scale(0.9); -webkit-transform: scale(0.9); transform-origin: left; -webkit-transform-origin: left;}\n.smaller {font-size: 12.5px; display: inline-block; transform: scale(0.8); -webkit-transform: scale(0.8); transform-origin: left; -webkit-transform-origin: left;}\n.bt-text {font-size: 12px;margin: 1.5em 0 0 0}\n.bt-text p {margin: 0}\n</style>\n</head>\n<body>\n<div class=\"wrapper\">\n<header>\n<h2 class=\"title\">\n特斯拉第三季度交付量497099辆,市场预估439612辆\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\">2025-10-02 21:03</p>\n</div>\n\n</a>\n\n\n</h4>\n\n</header>\n<article>\n<html><head></head><body><p><strong><a href=\"https://laohu8.com/S/TSLA\">特斯拉</a> 第三季度汽车交付量为497099辆,创下纪录,较去年同期增长7.4%。市场预估为439612辆。</strong>分析认为,美国联邦政府一项最高7500美元的电动汽车税收抵免即将到期,为美国电动汽车销量带来暂时性提振。9月30日后该购车激励政策逐步取消,这一背景也推动了通用汽车、福特汽车和现代汽车旗下车型需求激增。</p><p>特斯拉第三季度产量447450辆,市场预测450313辆。</p><p>第三季度MODEL 3/Y交付量481166辆,预测424828辆。</p><p>第三季度车型3/Y产量435826辆,预测426714辆。</p><p>同期,特斯拉储能产品装机量达到12.5吉瓦时,上海储能超级工厂产能释放持续助推业务增长。据媒体数据统计,上海超级工厂9月交付量超过9万辆,中国市场销量超7.1万辆,环比增长25%。 </p></body></html>\n\n</article>\n</div>\n</body>\n</html>\n","type":0,"thumbnail":"https://static.tigerbbs.com/9e0d9f23e003547a93295253f05b6a55","relate_stocks":{"TSLA":"特斯拉"},"source_url":"","is_english":false,"share_image_url":"https://static.laohu8.com/e9f99090a1c2ed51c021029395664489","article_id":"1111891751","content_text":"特斯拉 第三季度汽车交付量为497099辆,创下纪录,较去年同期增长7.4%。市场预估为439612辆。分析认为,美国联邦政府一项最高7500美元的电动汽车税收抵免即将到期,为美国电动汽车销量带来暂时性提振。9月30日后该购车激励政策逐步取消,这一背景也推动了通用汽车、福特汽车和现代汽车旗下车型需求激增。特斯拉第三季度产量447450辆,市场预测450313辆。第三季度MODEL 3/Y交付量481166辆,预测424828辆。第三季度车型3/Y产量435826辆,预测426714辆。同期,特斯拉储能产品装机量达到12.5吉瓦时,上海储能超级工厂产能释放持续助推业务增长。据媒体数据统计,上海超级工厂9月交付量超过9万辆,中国市场销量超7.1万辆,环比增长25%。","news_type":1,"symbols_score_info":{"TSLA":1.1}},"isVote":1,"tweetType":1,"viewCount":693,"authorTweetTopStatus":1,"verified":2,"comments":[{"author":{"id":"3546100370960848","authorId":"3546100370960848","name":"掉毛野山鸡","avatar":"https://static.tigerbbs.com/026214f0252f4151f49345625ba272b2","crmLevel":5,"crmLevelSwitch":0,"authorIdStr":"3546100370960848","idStr":"3546100370960848"},"content":"呐上你仅有的身家,做空邪教头子。光喊没用的。","text":"呐上你仅有的身家,做空邪教头子。光喊没用的。","html":"呐上你仅有的身家,做空邪教头子。光喊没用的。"}],"imageCount":0,"langContent":"CN","totalScore":0},{"id":419620908114128,"gmtCreate":1743478248312,"gmtModify":1743503405451,"author":{"id":"3560418186602071","authorId":"3560418186602071","name":"畜牧教主马斯克","avatar":"https://static.tigerbbs.com/58bf1dddf2200bde0bbfcaedaadea959","crmLevel":6,"crmLevelSwitch":1,"followedFlag":false,"authorIdStr":"3560418186602071","idStr":"3560418186602071"},"themes":[],"htmlText":"<a href=\"https://laohu8.com/S/TSLA\">$特斯拉(TSLA)$ </a><v-v data-views=\"0\"></v-v> 教主放话辞职但是并没有真正的辞职。辞职也改变不了特斯拉近期没有新的增长点的事实。机器人和自动的士这两年能取代汽车成为主营业务?只能说梦里什么都有","listText":"<a href=\"https://laohu8.com/S/TSLA\">$特斯拉(TSLA)$ </a><v-v data-views=\"0\"></v-v> 教主放话辞职但是并没有真正的辞职。辞职也改变不了特斯拉近期没有新的增长点的事实。机器人和自动的士这两年能取代汽车成为主营业务?只能说梦里什么都有","text":"$特斯拉(TSLA)$ 教主放话辞职但是并没有真正的辞职。辞职也改变不了特斯拉近期没有新的增长点的事实。机器人和自动的士这两年能取代汽车成为主营业务?只能说梦里什么都有","images":[],"top":1,"highlighted":2,"essential":1,"paper":1,"likeSize":5,"commentSize":15,"repostSize":2,"link":"https://laohu8.com/post/419620908114128","isVote":1,"tweetType":1,"viewCount":4916,"authorTweetTopStatus":1,"verified":2,"comments":[{"author":{"id":"3458349567571181","authorId":"3458349567571181","name":"马虎恶魔号","avatar":"https://static.tigerbbs.com/5309b4545d61bcba8ee06c42836bf26f","crmLevel":1,"crmLevelSwitch":0,"authorIdStr":"3458349567571181","idStr":"3458349567571181"},"content":"确实是这样,但是现在确实不能证明他已经改变出颓势了。","text":"确实是这样,但是现在确实不能证明他已经改变出颓势了。","html":"确实是这样,但是现在确实不能证明他已经改变出颓势了。"},{"author":{"id":"3551645374105058","authorId":"3551645374105058","name":"虎虎生威200505","avatar":"https://static.tigerbbs.com/d6bca79599b137d8e146738a6225719a","crmLevel":5,"crmLevelSwitch":0,"authorIdStr":"3551645374105058","idStr":"3551645374105058"},"content":"胡说八道还得是你 [弱] [弱] [弱]","text":"胡说八道还得是你 [弱] [弱] [弱]","html":"胡说八道还得是你 [弱] [弱] [弱]"}],"imageCount":0,"langContent":"CN","totalScore":0},{"id":488651040731424,"gmtCreate":1760326501873,"gmtModify":1760326504222,"author":{"id":"3560418186602071","authorId":"3560418186602071","name":"畜牧教主马斯克","avatar":"https://static.tigerbbs.com/58bf1dddf2200bde0bbfcaedaadea959","crmLevel":6,"crmLevelSwitch":1,"followedFlag":false,"authorIdStr":"3560418186602071","idStr":"3560418186602071"},"themes":[],"htmlText":"美国的商场车位间隔有多大相信新手司机都能随便停进去,能把中国商场的普通车位搞定了再吹这些吧。","listText":"美国的商场车位间隔有多大相信新手司机都能随便停进去,能把中国商场的普通车位搞定了再吹这些吧。","text":"美国的商场车位间隔有多大相信新手司机都能随便停进去,能把中国商场的普通车位搞定了再吹这些吧。","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":0,"commentSize":2,"repostSize":0,"link":"https://laohu8.com/post/488651040731424","repostId":"2575441202","repostType":2,"repost":{"id":"2575441202","kind":"news","pubTimestamp":1760316180,"share":"https://www.laohu8.com/m/news/2575441202?lang=&edition=full","pubTime":"2025-10-13 08:43","market":"us","language":"zh","title":"马斯克回应特斯拉FSD V14自动泊车","url":"https://stock-news.laohu8.com/highlight/detail?id=2575441202","media":"车质网","summary":"据IT之家消息,近期有人发布了一段视频,展示了特斯拉在升级FSDV14.1版本后的自动泊车表现。据介绍,特斯拉可以在停车场中自动寻找空闲车位并完成泊车。据视频拍摄者介绍,他的这辆车在美国某超市停车场花费了约20分钟寻找空位,全程由FSD自主完成驾驶与搜索。针对该视频,特斯拉CEO埃隆?马斯克回应称:“在不久的将来,你的特斯拉会先将你送到商店门口,然后自行去找停车位。等你购物结束,只需在手机上点击‘召唤’,你的车就会自动前来接你。”","content":"<html><body><article><p>据IT之家消息,近期有人发布了一段视频,展示了<a href=\"https://laohu8.com/S/TSLA\">特斯拉</a>在升级FSDV14.1版本后的自动泊车表现。</p><p>据介绍,特斯拉可以在停车场中自动寻找空闲车位并完成泊车。据视频拍摄者介绍,他的这辆车在美国某超市停车场花费了约20分钟寻找空位,全程由FSD自主完成驾驶与搜索。</p><p>针对该视频,特斯拉CEO埃隆?马斯克回应称:“在不久的将来,你的特斯拉会先将你送到商店门口,然后自行去找停车位。等你购物结束,只需在手机上点击‘召唤’,你的车就会自动前来接你。”</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>马斯克回应特斯拉FSD V14自动泊车</title>\n<style type=\"text/css\">\na,abbr,acronym,address,applet,article,aside,audio,b,big,blockquote,body,canvas,caption,center,cite,code,dd,del,details,dfn,div,dl,dt,\nem,embed,fieldset,figcaption,figure,footer,form,h1,h2,h3,h4,h5,h6,header,hgroup,html,i,iframe,img,ins,kbd,label,legend,li,mark,menu,nav,\nobject,ol,output,p,pre,q,ruby,s,samp,section,small,span,strike,strong,sub,summary,sup,table,tbody,td,tfoot,th,thead,time,tr,tt,u,ul,var,video{ font:inherit;margin:0;padding:0;vertical-align:baseline;border:0 }\nbody{ font-size:16px; line-height:1.5; color:#999; background:transparent; }\n.wrapper{ overflow:hidden;word-break:break-all;padding:10px; }\nh1,h2{ font-weight:normal; line-height:1.35; margin-bottom:.6em; }\nh3,h4,h5,h6{ line-height:1.35; margin-bottom:1em; }\nh1{ font-size:24px; }\nh2{ font-size:20px; }\nh3{ font-size:18px; }\nh4{ font-size:16px; }\nh5{ font-size:14px; }\nh6{ font-size:12px; }\np,ul,ol,blockquote,dl,table{ margin:1.2em 0; }\nul,ol{ margin-left:2em; }\nul{ list-style:disc; }\nol{ list-style:decimal; }\nli,li p{ margin:10px 0;}\nimg{ max-width:100%;display:block;margin:0 auto 1em; }\nblockquote{ color:#B5B2B1; border-left:3px solid #aaa; padding:1em; }\nstrong,b{font-weight:bold;}\nem,i{font-style:italic;}\ntable{ width:100%;border-collapse:collapse;border-spacing:1px;margin:1em 0;font-size:.9em; }\nth,td{ padding:5px;text-align:left;border:1px solid #aaa; }\nth{ font-weight:bold;background:#5d5d5d; }\n.symbol-link{font-weight:bold;}\n/* header{ border-bottom:1px solid #494756; } */\n.title{ margin:0 0 8px;line-height:1.3;color:#ddd; }\n.meta {color:#5e5c6d;font-size:13px;margin:0 0 .5em; }\na{text-decoration:none; color:#2a4b87;}\n.meta .head { display: inline-block; overflow: hidden}\n.head .h-thumb { width: 30px; height: 30px; margin: 0; padding: 0; border-radius: 50%; float: left;}\n.head .h-content { margin: 0; padding: 0 0 0 9px; float: left;}\n.head .h-name {font-size: 13px; color: #eee; margin: 0;}\n.head .h-time {font-size: 11px; color: #7E829C; margin: 0;line-height: 11px;}\n.small {font-size: 12.5px; display: inline-block; transform: scale(0.9); -webkit-transform: scale(0.9); transform-origin: left; -webkit-transform-origin: left;}\n.smaller {font-size: 12.5px; display: inline-block; transform: scale(0.8); -webkit-transform: scale(0.8); transform-origin: left; -webkit-transform-origin: left;}\n.bt-text {font-size: 12px;margin: 1.5em 0 0 0}\n.bt-text p {margin: 0}\n</style>\n</head>\n<body>\n<div class=\"wrapper\">\n<header>\n<h2 class=\"title\">\n马斯克回应特斯拉FSD V14自动泊车\n</h2>\n\n<h4 class=\"meta\">\n\n\n2025-10-13 08:43 北京时间 <a href=http://gu.qq.com/resources/shy/news/detail-v2/index.html#/?id=nesSN20251013084524a45c9ee6&s=b><strong>车质网</strong></a>\n\n\n</h4>\n\n</header>\n<article>\n<div>\n<p>据IT之家消息,近期有人发布了一段视频,展示了特斯拉在升级FSDV14.1版本后的自动泊车表现。据介绍,特斯拉可以在停车场中自动寻找空闲车位并完成泊车。据视频拍摄者介绍,他的这辆车在美国某超市停车场花费了约20分钟寻找空位,全程由FSD自主完成驾驶与搜索。针对该视频,特斯拉CEO埃隆?马斯克回应称:“在不久的将来,你的特斯拉会先将你送到商店门口,然后自行去找停车位。等你购物结束,只需在手机上点击‘...</p>\n\n<a href=\"http://gu.qq.com/resources/shy/news/detail-v2/index.html#/?id=nesSN20251013084524a45c9ee6&s=b\">Web Link</a>\n\n</div>\n\n\n</article>\n</div>\n</body>\n</html>\n","type":0,"thumbnail":"","relate_stocks":{"LU2213496289.HKD":"ALLIANZ INCOME AND GROWTH \"AT\" (HKD) ACC","LU0082616367.USD":"摩根大通美国科技A(dist)","LU2360106780.USD":"BGF WORLD TECHNOLOGY \"A4\" (USD) INC","LU2360107168.USD":"BGF NEXT GENERATION TECHNOLOGY \"A4\" (USD) INC","TSYW.SI":"TESLA 3xLongSG261006","BK4592":"伊斯兰概念","LU0719512351.SGD":"JPMorgan Funds - US Technology A (acc) SGD","DXYZ":"Destiny Tech100 Inc","LU1066051498.USD":"HSBC GIF GLOBAL EQUITY VOLATILITY FOCUSED \"AM2\" (USD) INC","LU1720051108.HKD":"ALLIANZ GLOBAL ARTIFICIAL INTELLIGENCE \"AT\" (HKD) ACC","LU1674673691.USD":"HSBC GIF GLOBAL LOWER CARBON EQUITY \"AD\" (USD) INC","LU1720051017.SGD":"Allianz Global Artificial Intelligence AT Acc H2-SGD","LU0198837287.USD":"UBS (LUX) EQUITY SICAV - USA GROWTH \"P\" (USD) ACC","BK4588":"碎股","IE00BJLML261.HKD":"HSBC GLOBAL EQUITY INDEX \"HCH\" (HKD) ACC","LU1914381329.SGD":"Allianz Best Styles Global Equity Cl ET Acc H2-SGD","LU1861215975.USD":"贝莱德新一代科技基金 A2","LU2357305700.SGD":"Allianz Global Artificial Intelligence ET H2-SGD","SG9999015952.SGD":"LIONGLOBAL DISRUPTIVE INNOVATION \"I\" (SGD) ACC","BK4574":"无人驾驶","BK4598":"佩洛西持仓","LU1839511570.USD":"WELLS FARGO GLOBAL FACTOR ENHANCED EQUITY \"I\" (USD) ACC","BK4551":"寇图资本持仓","LU1861220033.SGD":"Blackrock Next Generation Technology A2 SGD-H","UFO":"Procure Space ETF","LU2756315664.SGD":"ALLIANZ INCOME AND GROWTH \"AMI\" (SGDHDG) INC","LU0823411888.USD":"法巴消费创新基金 Cap","LU0077335932.USD":"FIDELITY AMERICAN GROWTH \"A\" INC","IE00BK4W5L77.USD":"HSBC GLOBAL FUNDS ICAV US EQUITY INDEX \"HC\" (USD) ACC","BK4604":"机器人概念","LU1066051811.HKD":"HSBC GIF GLOBAL EQUITY VOLATILITY FOCUSED \"AM2\" (HKD) INC","IE0034235303.USD":"PINEBRIDGE US RESEARCH ENHANCED CORE EQUITY \"A\" (USD) ACC","LU1551013342.USD":"Allianz Income and Growth Cl AMg2 DIS USD","BK4581":"高盛持仓","LU0056508442.USD":"贝莱德世界科技基金A2","LU2471134879.HKD":"INVESCO GLOBAL EQUITY INCOME ADVANTAGE \"A\" (HKD) INC","BK4527":"明星科技股","BK4543":"AI","TSLL":"2倍做多TSLA ETF-Direxion","IE00B1XK9C88.USD":"PINEBRIDGE US LARGE CAP RESEARCH ENHANCED \"A\" (USD) ACC","BK4585":"ETF&股票定投概念","LU1629891620.HKD":"ALLIANZ INCOME AND GROWTH \"AMG2\" (H2-HKD) INC","LU0345769128.USD":"NINETY ONE GSF GLOBAL EQUITY \"A\" (USD) ACC","LU1852331112.SGD":"Blackrock World Technology Fund A2 SGD-H","LU2471134796.USD":"INVESCO GLOBAL EQUITY INCOME ADVANTAGE \"A\" (USD) INC","IE00B1BXHZ80.USD":"Legg Mason ClearBridge - US Appreciation A Acc USD","BK4555":"新能源车","TSLA":"特斯拉","LU2108987350.USD":"UBS (LUX) EQUITY SICAV GLOBAL OPPORTUNITY SUSTAINABLE (USD) \"P\" (USD) ACC","LU2896262040.SGD":"JPM US GROWTH FUND \"A\" (SGD) ACC"},"source_url":"http://gu.qq.com/resources/shy/news/detail-v2/index.html#/?id=nesSN20251013084524a45c9ee6&s=b","is_english":false,"share_image_url":"https://static.laohu8.com/9a95c1376e76363c1401fee7d3717173","article_id":"2575441202","content_text":"据IT之家消息,近期有人发布了一段视频,展示了特斯拉在升级FSDV14.1版本后的自动泊车表现。据介绍,特斯拉可以在停车场中自动寻找空闲车位并完成泊车。据视频拍摄者介绍,他的这辆车在美国某超市停车场花费了约20分钟寻找空位,全程由FSD自主完成驾驶与搜索。针对该视频,特斯拉CEO埃隆?马斯克回应称:“在不久的将来,你的特斯拉会先将你送到商店门口,然后自行去找停车位。等你购物结束,只需在手机上点击‘召唤’,你的车就会自动前来接你。”","news_type":1,"symbols_score_info":{"TSLL":1.5,"TSYW.SI":0.6,"TSLA":1.5,"DXYZ":1.5,"UFO":0.6}},"isVote":1,"tweetType":1,"viewCount":430,"authorTweetTopStatus":1,"verified":2,"comments":[{"author":{"id":"3440540550401156","authorId":"3440540550401156","name":"KEINS","avatar":"https://static.tigerbbs.com/70c84e27d76e3a3450fb952380b9db3e","crmLevel":2,"crmLevelSwitch":0,"authorIdStr":"3440540550401156","idStr":"3440540550401156"},"content":"你以为搞不定是吗??拭目以待","text":"你以为搞不定是吗??拭目以待","html":"你以为搞不定是吗??拭目以待"},{"author":{"id":"3576638126624684","authorId":"3576638126624684","name":"wangkaideng","avatar":"https://static.tigerbbs.com/ae36117eae718edfc376a9c45815d1e6","crmLevel":6,"crmLevelSwitch":0,"authorIdStr":"3576638126624684","idStr":"3576638126624684"},"content":"先让工信部完全放开fsd再验证","text":"先让工信部完全放开fsd再验证","html":"先让工信部完全放开fsd再验证"}],"imageCount":0,"langContent":"CN","totalScore":0},{"id":454366935290032,"gmtCreate":1751960084943,"gmtModify":1751960746275,"author":{"id":"3560418186602071","authorId":"3560418186602071","name":"畜牧教主马斯克","avatar":"https://static.tigerbbs.com/58bf1dddf2200bde0bbfcaedaadea959","crmLevel":6,"crmLevelSwitch":1,"followedFlag":false,"authorIdStr":"3560418186602071","idStr":"3560418186602071"},"themes":[],"htmlText":"<a href=\"https://laohu8.com/S/TSLA\">$特斯拉(TSLA)$ </a><v-v data-views=\"0\"></v-v> 没有跌上两位数信徒们自适应真挺不错的~又搅和政治坐等继续跌就完事了。","listText":"<a href=\"https://laohu8.com/S/TSLA\">$特斯拉(TSLA)$ </a><v-v data-views=\"0\"></v-v> 没有跌上两位数信徒们自适应真挺不错的~又搅和政治坐等继续跌就完事了。","text":"$特斯拉(TSLA)$ 没有跌上两位数信徒们自适应真挺不错的~又搅和政治坐等继续跌就完事了。","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":1,"commentSize":1,"repostSize":0,"link":"https://laohu8.com/post/454366935290032","isVote":1,"tweetType":1,"viewCount":1110,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"CN","totalScore":0},{"id":454106772037832,"gmtCreate":1751896264929,"gmtModify":1751896266844,"author":{"id":"3560418186602071","authorId":"3560418186602071","name":"畜牧教主马斯克","avatar":"https://static.tigerbbs.com/58bf1dddf2200bde0bbfcaedaadea959","crmLevel":6,"crmLevelSwitch":1,"followedFlag":false,"authorIdStr":"3560418186602071","idStr":"3560418186602071"},"themes":[],"htmlText":"早该剔除特斯拉了,没看懂加入这种盈利差的公司什么逻辑。","listText":"早该剔除特斯拉了,没看懂加入这种盈利差的公司什么逻辑。","text":"早该剔除特斯拉了,没看懂加入这种盈利差的公司什么逻辑。","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":0,"commentSize":1,"repostSize":0,"link":"https://laohu8.com/post/454106772037832","repostId":"2549158530","repostType":2,"isVote":1,"tweetType":1,"viewCount":1019,"authorTweetTopStatus":1,"verified":2,"comments":[{"author":{"id":"3500646460202211","authorId":"3500646460202211","name":"七风哥哥","avatar":"https://static.tigerbbs.com/995231888a039cddd9f2f0ecf7b865b0","crmLevel":9,"crmLevelSwitch":1,"authorIdStr":"3500646460202211","idStr":"3500646460202211"},"content":"今天又涨了哦[笑哭]","text":"今天又涨了哦[笑哭]","html":"今天又涨了哦[笑哭]"}],"imageCount":0,"langContent":"CN","totalScore":0},{"id":398053043241464,"gmtCreate":1738203204879,"gmtModify":1738230603103,"author":{"id":"3560418186602071","authorId":"3560418186602071","name":"畜牧教主马斯克","avatar":"https://static.tigerbbs.com/58bf1dddf2200bde0bbfcaedaadea959","crmLevel":6,"crmLevelSwitch":1,"followedFlag":false,"authorIdStr":"3560418186602071","idStr":"3560418186602071"},"themes":[],"htmlText":"<a href=\"https://laohu8.com/S/TSLA\">$特斯拉(TSLA)$ </a><v-v data-views=\"0\"></v-v> 真能吹,不愧是饼仙看你开盘能不能守住。每次拿不出业绩就画饼,预计重拾增长。","listText":"<a href=\"https://laohu8.com/S/TSLA\">$特斯拉(TSLA)$ </a><v-v data-views=\"0\"></v-v> 真能吹,不愧是饼仙看你开盘能不能守住。每次拿不出业绩就画饼,预计重拾增长。","text":"$特斯拉(TSLA)$ 真能吹,不愧是饼仙看你开盘能不能守住。每次拿不出业绩就画饼,预计重拾增长。","images":[],"top":1,"highlighted":2,"essential":1,"paper":1,"likeSize":7,"commentSize":13,"repostSize":1,"link":"https://laohu8.com/post/398053043241464","isVote":1,"tweetType":1,"viewCount":4969,"authorTweetTopStatus":1,"verified":2,"comments":[{"author":{"id":"3538308769859071","authorId":"3538308769859071","name":"小Q椰子酱","avatar":"https://static.tigerbbs.com/3f7db140539009d87b8060f27aaab626","crmLevel":4,"crmLevelSwitch":0,"authorIdStr":"3538308769859071","idStr":"3538308769859071"},"content":"都是泡沫 早晚崩盘","text":"都是泡沫 早晚崩盘","html":"都是泡沫 早晚崩盘"},{"author":{"id":"3559518429695242","authorId":"3559518429695242","name":"西海岸lucky仔","avatar":"https://static.tigerbbs.com/8a73a8b07906ee078610f61c3876967a","crmLevel":8,"crmLevelSwitch":1,"authorIdStr":"3559518429695242","idStr":"3559518429695242"},"content":"空了半天,特斯拉今年涨了多少 [开心]看业绩,干脆回a股得了你","text":"空了半天,特斯拉今年涨了多少 [开心]看业绩,干脆回a股得了你","html":"空了半天,特斯拉今年涨了多少 [开心]看业绩,干脆回a股得了你"}],"imageCount":0,"langContent":"CN","totalScore":0}],"lives":[]}