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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!
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畜牧教主马斯克
07-11 07:28
$SpaceX(SPCX)$
下周该破发了[开心] 马圣还不发帖让人别卖吗
畜牧教主马斯克
07-10 18:09
谁信的都和这个图一样
马斯克绘太空蓝图:十年内建成月球城市 五年内载人登火星
畜牧教主马斯克
07-10 18:05
又开始上火星了
SpaceX公布太空移民新规划:拟于2026年底前启动发射,特斯拉机器人将成首批“居民”
畜牧教主马斯克
07-10 00:20
不需要造车,只需要新的ppt
Model Y会是特斯拉最后一款车吗?
畜牧教主马斯克
07-08
$SpaceX(SPCX)$
贵是原罪[微笑] 马圣该发x控盘了
畜牧教主马斯克
07-08
$甲骨文(ORCL)$
抛压依旧强烈感觉要冲120了
畜牧教主马斯克
07-08
马圣的左右护法,还有个是丹
凯茜·伍德在股价下跌之际加倍押注SpaceX,继续抛售AMD股票
畜牧教主马斯克
07-07
$甲骨文(ORCL)$
严重跑输大盘
畜牧教主马斯克
07-07
一切都是为了股价,老套路
马斯克不造 iPhone,但他想让手机替你赚钱
畜牧教主马斯克
07-07
$SpaceX(SPCX)$
纳指的内鬼,谁纳入谁倒霉节奏
畜牧教主马斯克
07-02
除了卖车有进展,别的都熄火了[开心]
特斯拉销量远超预期,为何股价却下跌?
畜牧教主马斯克
07-02
高估值的公司变成超级小盘上市,论赚钱和控盘没人比得过马圣。
静默期解除!22家投行下周集体“开麦”,SpaceX两万亿估值大考来了
畜牧教主马斯克
07-02
车主教育最好的品牌,也是唯一起诉车主的好企业
特斯拉6月欧洲多国销量回暖,法国翻倍增长、挪威逆势大跌
畜牧教主马斯克
06-30
左脚踩右脚,自己的公司和自己的公司合作,还是马圣会玩[开心]
美股异动 |特斯拉股价升逾4%,其与SpaceX加深合作,投资者等待第二季交付数据
畜牧教主马斯克
06-29
$SpaceX(SPCX)$
已经到头了,200近期都没戏了,上市就万亿不赚钱赚信仰的公司[微笑]
畜牧教主马斯克
06-24
$特斯拉(TSLA)$
比比谁会吹牛
畜牧教主马斯克
06-24
$SpaceX(SPCX)$
如果你以为你很会吹牛,那就来和他比比,50以下
畜牧教主马斯克
06-24
两家画饼公司合并,市盈率直接爆炸,市值逼近四万亿,盈利不忍直视[微笑]
马斯克的终极剧本?Baird:特斯拉与SpaceX合并一年半内落地,概率超80%
畜牧教主马斯克
06-23
远程畜牧业遥遥领先,在信徒的眼里他是一个圣人[开心]
SpaceX最初的狂热正在降温,但新一轮资金浪潮蓄势待发
畜牧教主马斯克
06-18
新型庞氏骗局,不找新的人接盘自己怎么跑路
散户热情降温,SpaceX上市后的历史性涨势正失去部分动能
去老虎APP查看更多动态
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马圣还不发帖让人别卖吗","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":0,"commentSize":1,"repostSize":0,"link":"https://laohu8.com/post/584477389431560","isVote":1,"tweetType":1,"viewCount":386,"authorTweetTopStatus":1,"verified":2,"comments":[{"author":{"id":"3493271406476446","authorId":"3493271406476446","name":"Cary111","avatar":"https://static.laohu8.com/default-avatar.jpg","crmLevel":2,"crmLevelSwitch":0,"authorIdStr":"3493271406476446","idStr":"3493271406476446"},"content":"2万亿市值还没解禁呢,好戏还在后边呢,这么大的盘子韭菜有没有那么多呢,","text":"2万亿市值还没解禁呢,好戏还在后边呢,这么大的盘子韭菜有没有那么多呢,","html":"2万亿市值还没解禁呢,好戏还在后边呢,这么大的盘子韭菜有没有那么多呢,"}],"imageCount":0,"langContent":"CN","totalScore":0},{"id":584280885359808,"gmtCreate":1783678197358,"gmtModify":1783678199418,"author":{"id":"3560418186602071","authorId":"3560418186602071","name":"畜牧教主马斯克","avatar":"https://static.tigerbbs.com/58bf1dddf2200bde0bbfcaedaadea959","crmLevel":5,"crmLevelSwitch":1,"followedFlag":false,"authorIdStr":"3560418186602071","idStr":"3560418186602071"},"themes":[],"title":"","htmlText":"谁信的都和这个图一样","listText":"谁信的都和这个图一样","text":"谁信的都和这个图一样","images":[{"img":"https://static.tigerbbs.com/8bce2d630c2182b0b4b34a536b02f36e"}],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":0,"commentSize":1,"repostSize":0,"link":"https://laohu8.com/post/584280885359808","repostId":"2650902156","repostType":2,"repost":{"id":"2650902156","kind":"live","pubTimestamp":1783664772,"share":"https://www.laohu8.com/m/news/2650902156?lang=zh_CN&edition=full","pubTime":"2026-07-10 14:26","market":"us","language":"zh","title":"马斯克绘太空蓝图:十年内建成月球城市 五年内载人登火星","url":"https://stock-news.laohu8.com/highlight/detail?id=2650902156","media":"智通财经","summary":"【马斯克绘太空蓝图:十年内建成月球城市 五年内载人登火星】在一档最新节目中,马斯克表示,他希望在未来十年内将数万人送往月球基地,今年年底目标将第一批物资送往月球和火星,以开始建立殖民地。马斯克预计,未","content":"<html><body><div>\n<div>\n<b>【马斯克绘太空蓝图:十年内建成月球城市 五年内载人登火星】</b>在一档最新节目中,马斯克表示,他希望在未来十年内将数万人送往月球基地,今年年底目标将第一批物资送往月球和火星,以开始建立殖民地。马斯克预计,未来两到三年,SpaceX将先送宇航员上月球,然后以此为基础迅速扩张,在未来五年内将人类送到月球和火星,并在十年内在月球表面建立永久性城市。这座月球城市预计功能完备、能实现自给自足,人们既可以永久定居,也可以度假。不过,他也强调,送人上火星的难度要高得多,因为旅途耗时更漫长,不过SpaceX计划五年内实现送人登上火星,并有望在未来10到12年内将数千人送往那里。此外,他还对扩展太空数据中心一事作出更明确的承诺,称SpaceX将于明年发射首批人工智能卫星,随后在未来两年内进行大规模部署。 </div>\n</div></body></html>","source":"live_zhitongcaijing","collect":0,"html":"<!DOCTYPE html>\n<html>\n<head>\n<meta http-equiv=\"Content-Type\" content=\"text/html; charset=utf-8\" />\n<meta name=\"viewport\" content=\"width=device-width,initial-scale=1.0,minimum-scale=1.0,maximum-scale=1.0,user-scalable=no\"/>\n<meta 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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马斯克绘太空蓝图:十年内建成月球城市 五年内载人登火星\n</h2>\n\n<h4 class=\"meta\">\n\n\n2026-07-10 14:26 北京时间 <a href=https://www.zhitongcaijing.com/immediately.html?type=usstock><strong>智通财经</strong></a>\n\n\n</h4>\n\n</header>\n<article>\n<div>\n<p>【马斯克绘太空蓝图:十年内建成月球城市 五年内载人登火星】在一档最新节目中,马斯克表示,他希望在未来十年内将数万人送往月球基地,今年年底目标将第一批物资送往月球和火星,以开始建立殖民地。马斯克预计,未来两到三年,SpaceX将先送宇航员上月球,然后以此为基础迅速扩张,在未来五年内将人类送到月球和火星,并在十年内在月球表面建立永久性城市。这座月球城市预计功能完备、能实现自给自足,人们既可以永久定居,...</p>\n\n<a href=\"https://www.zhitongcaijing.com/immediately.html?type=usstock\">网页链接</a>\n\n</div>\n\n\n</article>\n</div>\n</body>\n</html>\n","type":0,"thumbnail":"","relate_stocks":{"BK4574":"无人驾驶","LU2168564065.EUR":"AZ ALLOCATION - TREND \"AAZ\" (EUR) ACC","LU2326559502.SGD":"Natixis Loomis Sayles US Growth Equity P/A SGD-H","LU1629891620.HKD":"ALLIANZ INCOME AND GROWTH \"AMG2\" (H2-HKD) INC","LIT":"Global X Lithium & Battery Tech ETF","LU2168563687.JPY":"AZ ALLOCATION - TREND \"AAZ\" (JPYHDG) ACC","IE00BSNM7G36.USD":"NEUBERGER BERMAN SYSTEMATIC GLOBAL SUSTAINABLE VALUE \"A\" (USD) ACC","CRSH":"做空TSLA 期权收益策略ETF-YieldMax","BK4581":"高盛持仓","BK4543":"AI","LU1778281490.HKD":"HSBC GIF GLOBAL LOWER CARBON EQUITY \"AD\" (HKD) INC","LU2168564149.EUR":"AZ ALLOCATION - TREND \"BAZ\" (EUR) 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五年内载人登火星】在一档最新节目中,马斯克表示,他希望在未来十年内将数万人送往月球基地,今年年底目标将第一批物资送往月球和火星,以开始建立殖民地。马斯克预计,未来两到三年,SpaceX将先送宇航员上月球,然后以此为基础迅速扩张,在未来五年内将人类送到月球和火星,并在十年内在月球表面建立永久性城市。这座月球城市预计功能完备、能实现自给自足,人们既可以永久定居,也可以度假。不过,他也强调,送人上火星的难度要高得多,因为旅途耗时更漫长,不过SpaceX计划五年内实现送人登上火星,并有望在未来10到12年内将数千人送往那里。此外,他还对扩展太空数据中心一事作出更明确的承诺,称SpaceX将于明年发射首批人工智能卫星,随后在未来两年内进行大规模部署。","news_type":1,"symbols_score_info":{"WANT":0.6,"CRSH":0.6,"TSL":0.6,"TSLI":0.6,"TSII":0.6,"TSLS":0.6,"TSLG":0.6,"TSLO":0.6,"TSLW":0.6,"TESL":0.6,"TSLP":0.6,"TSLY":0.6,"IDRV":0.6,"TSLZ":0.6,"TSLR":0.6,"FDRV":0.6,"LIT":0.6,"09366":0.6,"TSLA":1.78,"07766":0.6,"TSLQ":0.6,"07366":0.6,"09766":0.6,"SMOG":0.6,"TSDD":0.6,"TSYY":0.6,"TLA":0.6,"TEST":0.6,"TSLL":0.6,"TSLT":0.6}},"isVote":1,"tweetType":1,"viewCount":65,"authorTweetTopStatus":1,"verified":2,"comments":[{"author":{"id":"3479576576056160","authorId":"3479576576056160","name":"东东南亚","avatar":"https://static.tigerbbs.com/d8c94e66f07db4943f9b584d30f6937f","crmLevel":2,"crmLevelSwitch":0,"authorIdStr":"3479576576056160","idStr":"3479576576056160"},"content":"机器人本来就是为了星际资源才发展的!Ai和机器人未来的目标是星辰大海,你不会就以为为了给你做一些服务的吧?未来机器人将会从宇宙中带回来无尽的资源和能量!那才是星辰大海!蓝星这点资源和有些人的短视根本不值一提,还有人怕什么机器人灭绝人类,这想法才真可笑,人家机器人的核心资源在星辰大海里!蓝星这点东西也就那些短视的人才当个宝贝一样捧着了[笑哭] [笑哭] [笑哭]而且以目前Ai和机器人的发展速度很大可能会比马斯克预言的还要早实现这个目标!机器人天然适应宇宙中的各种恶劣环境!如果不考虑人类移民!只是建造机器人基地,这个目标实现的可能还会更快!","text":"机器人本来就是为了星际资源才发展的!Ai和机器人未来的目标是星辰大海,你不会就以为为了给你做一些服务的吧?未来机器人将会从宇宙中带回来无尽的资源和能量!那才是星辰大海!蓝星这点资源和有些人的短视根本不值一提,还有人怕什么机器人灭绝人类,这想法才真可笑,人家机器人的核心资源在星辰大海里!蓝星这点东西也就那些短视的人才当个宝贝一样捧着了[笑哭] [笑哭] [笑哭]而且以目前Ai和机器人的发展速度很大可能会比马斯克预言的还要早实现这个目标!机器人天然适应宇宙中的各种恶劣环境!如果不考虑人类移民!只是建造机器人基地,这个目标实现的可能还会更快!","html":"机器人本来就是为了星际资源才发展的!Ai和机器人未来的目标是星辰大海,你不会就以为为了给你做一些服务的吧?未来机器人将会从宇宙中带回来无尽的资源和能量!那才是星辰大海!蓝星这点资源和有些人的短视根本不值一提,还有人怕什么机器人灭绝人类,这想法才真可笑,人家机器人的核心资源在星辰大海里!蓝星这点东西也就那些短视的人才当个宝贝一样捧着了[笑哭] [笑哭] [笑哭]而且以目前Ai和机器人的发展速度很大可能会比马斯克预言的还要早实现这个目标!机器人天然适应宇宙中的各种恶劣环境!如果不考虑人类移民!只是建造机器人基地,这个目标实现的可能还会更快!"}],"imageCount":1,"langContent":"CN","totalScore":0},{"id":584279524016232,"gmtCreate":1783677900491,"gmtModify":1783677902969,"author":{"id":"3560418186602071","authorId":"3560418186602071","name":"畜牧教主马斯克","avatar":"https://static.tigerbbs.com/58bf1dddf2200bde0bbfcaedaadea959","crmLevel":5,"crmLevelSwitch":1,"followedFlag":false,"authorIdStr":"3560418186602071","idStr":"3560418186602071"},"themes":[],"title":"","htmlText":"又开始上火星了","listText":"又开始上火星了","text":"又开始上火星了","images":[{"img":"https://static.tigerbbs.com/8bce2d630c2182b0b4b34a536b02f36e"}],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":0,"commentSize":1,"repostSize":0,"link":"https://laohu8.com/post/584279524016232","repostId":"2650009089","repostType":2,"repost":{"id":"2650009089","kind":"news","pubTimestamp":1783668300,"share":"https://www.laohu8.com/m/news/2650009089?lang=zh_CN&edition=full","pubTime":"2026-07-10 15:25","market":"hk","language":"zh","title":"SpaceX公布太空移民新规划:拟于2026年底前启动发射,特斯拉机器人将成首批“居民”","url":"https://stock-news.laohu8.com/highlight/detail?id=2650009089","media":"环球市场播报","summary":"SpaceX创始人埃隆·马斯克近日公布了其太空移民计划的最新时间表。该计划拟于2026年底前启动火箭发射,将首批建设物资运往月球和火星。据悉,特斯拉研发的“擎天柱”人形机器人将作为首批“居民”先行进驻,负责太空基础设施的早期搭建工作。 根据最新规划,SpaceX已调整战略重心。 作为该计划的阶段性进展,SpaceX于当地时间周四利用“猎鹰9号”可重复使用火箭,成功将29颗“星链”卫星送入低地球轨道。","content":"<html><body><div>\n<p> SpaceX创始人埃隆·马斯克近日公布了其太空移民计划的最新时间表。该计划拟于2026年底前启动火箭发射,将首批建设物资运往月球和火星。据悉,<span><a href=\"https://laohu8.com/S/TSLA\">特斯拉</a></span><span></span>研发的“擎天柱”(Optimus)人形机器人将作为首批“居民”先行进驻,负责太空基础设施的早期搭建工作。</p>\n<p> 根据最新规划,SpaceX已调整战略重心。马斯克此前表示,鉴于在月球建立基地的速度相对更快,公司目前正集中力量推进“月球城”建设,并计划在未来10年内正式<a href=\"https://laohu8.com/S/01630\">建成</a>。与此同时,他预计将在7年内向火星运送首批物资,并力争在2045年至2055年间,在火星上建成首个可自给自足的城市。</p>\n<p> 为支撑庞大的太空常态化运输与通信需求,SpaceX本周已向美国联邦通信委员会(FCC)递交申请,计划发射由10万颗卫星组成的全新卫星<a href=\"https://laohu8.com/S/STZ\">星座</a>。SpaceX创始团队成员吉姆·坎特雷尔(Jim Cantrell)对此表示,该卫星网络旨在全面提升地球与太空之间的通信效率,并为数以亿计的集中式人工智能(AI)设备提供核心算力。坎特雷尔强调,在人类正式抵达前,将由具备高效AI系统的机器人先行完成基地的建设与整备。</p>\n<p> 作为该计划的阶段性进展,SpaceX于当地时间周四利用“猎鹰9号”可重复使用火箭,成功将29颗“星链”卫星送入低地球轨道。马斯克在社交平台表示,为了运载建设太空定居点所需的重型机械,公司未来计划研发一款体量超越现役“星舰”(Starship)的超大型运输火箭。</p>\n<p> 然而,多位<a href=\"https://laohu8.com/S/000901\">航天</a>领域专家指出,该宏大计划在技术层面仍面临诸多严峻挑战。美国国家航空<a href=\"https://laohu8.com/S/00031\">航天</a>局(NASA)马歇尔航天飞行中心前首席技术官莱斯·约翰逊(Les Johnson)分析认为,实现廉价且可往返的航天运输是当前的首要瓶颈。尽管“星舰”此前已完成发射、回收及阶段性分离测试,但关键的“轨道空间燃料加注”技术尚未得到成功验证。</p>\n<p> 行业专家普遍认为,由于月球距离地球较近,往返仅需约3天,因此将作为火星移民计划的关键试验场。在月球基地建设中积累的物资卸载、太阳能发电、水氧循环以及栖息地建造等经验,后续将直接应用到长达6个月航程的火星探测任务中。</p>\n<p> 针对为何选择机器人作为先遣队,坎特雷尔指出,相较于生命保障系统极其复杂的生命体,人形机器人仅需太阳能电力和定期维护,在恶劣的太空生存环境中具有显著的保障优势。这一战略将集中整合马斯克旗下xAI公司的人工智能技术与特斯拉的硬件制造能力。关于物资保障及基地选址等核心生存要素,目前相关科研团队仍在进行可行性论证。</p>\n<div>\n<div><img src=\"\"/></div>\n<div>海量资讯、精准解读,尽在新浪财经APP</div>\n</div>\n<p>责任编辑:龙运翔 </p>\n</div></body></html>","source":"sina","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>SpaceX公布太空移民新规划:拟于2026年底前启动发射,特斯拉机器人将成首批“居民”</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{ 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}\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\">\nSpaceX公布太空移民新规划:拟于2026年底前启动发射,特斯拉机器人将成首批“居民”\n</h2>\n\n<h4 class=\"meta\">\n\n\n2026-07-10 15:25 北京时间 <a href=https://finance.sina.com.cn/stock/usstock/c/2026-07-10/doc-inihhzry7166085.shtml><strong>环球市场播报</strong></a>\n\n\n</h4>\n\n</header>\n<article>\n<div>\n<p>SpaceX创始人埃隆·马斯克近日公布了其太空移民计划的最新时间表。该计划拟于2026年底前启动火箭发射,将首批建设物资运往月球和火星。据悉,特斯拉研发的“擎天柱”(Optimus)人形机器人将作为首批“居民”先行进驻,负责太空基础设施的早期搭建工作。\n 根据最新规划,SpaceX已调整战略重心。马斯克此前表示,鉴于在月球建立基地的速度相对更快,公司目前正集中力量推进“月球城”建设,并计划在未来...</p>\n\n<a href=\"https://finance.sina.com.cn/stock/usstock/c/2026-07-10/doc-inihhzry7166085.shtml\">网页链接</a>\n\n</div>\n\n\n</article>\n</div>\n</body>\n</html>\n","type":0,"thumbnail":"","relate_stocks":{"SNK":"2倍做空SpaceX ETF-GraniteShares","SPCU":"2倍做多SpaceX ETF-Defiance","DXYZ":"Destiny Tech100 Inc","XOVR":"ERShares Private-Public Crossover ETF","TSLI":"2倍做多TSLA ETF-ProShares","SPAL":"2倍做多Space X ETF-GraniteShares","SPCX":"SPAC and New Issue ETF","ROBO":"全球机器人自动化ETF-ROBO","TSLL":"2倍做多TSLA ETF-Direxion","SPCF":"2倍做多SpaceX ETF-ProShares","TLA":"GraniteShares Autocallable TSLA ETF","YMAG":"YieldMax Magnificent 7 Fund of Option 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Cantrell)对此表示,该卫星网络旨在全面提升地球与太空之间的通信效率,并为数以亿计的集中式人工智能(AI)设备提供核心算力。坎特雷尔强调,在人类正式抵达前,将由具备高效AI系统的机器人先行完成基地的建设与整备。\n 作为该计划的阶段性进展,SpaceX于当地时间周四利用“猎鹰9号”可重复使用火箭,成功将29颗“星链”卫星送入低地球轨道。马斯克在社交平台表示,为了运载建设太空定居点所需的重型机械,公司未来计划研发一款体量超越现役“星舰”(Starship)的超大型运输火箭。\n 然而,多位航天领域专家指出,该宏大计划在技术层面仍面临诸多严峻挑战。美国国家航空航天局(NASA)马歇尔航天飞行中心前首席技术官莱斯·约翰逊(Les Johnson)分析认为,实现廉价且可往返的航天运输是当前的首要瓶颈。尽管“星舰”此前已完成发射、回收及阶段性分离测试,但关键的“轨道空间燃料加注”技术尚未得到成功验证。\n 行业专家普遍认为,由于月球距离地球较近,往返仅需约3天,因此将作为火星移民计划的关键试验场。在月球基地建设中积累的物资卸载、太阳能发电、水氧循环以及栖息地建造等经验,后续将直接应用到长达6个月航程的火星探测任务中。\n 针对为何选择机器人作为先遣队,坎特雷尔指出,相较于生命保障系统极其复杂的生命体,人形机器人仅需太阳能电力和定期维护,在恶劣的太空生存环境中具有显著的保障优势。这一战略将集中整合马斯克旗下xAI公司的人工智能技术与特斯拉的硬件制造能力。关于物资保障及基地选址等核心生存要素,目前相关科研团队仍在进行可行性论证。\n\n\n海量资讯、精准解读,尽在新浪财经APP\n\n责任编辑:龙运翔","news_type":1,"symbols_score_info":{"UFO":0.6,"SNK":1.5,"META":0.6,"LOFF":0.6,"YMAG":1.5,"SPAL":1.5,"TSLO":0.6,"SPCX":1.5,"07766":0.6,"BULZ":1.5,"TSL":0.6,"TSLS":0.6,"AAPL":0.6,"SMOG":0.6,"FDRV":0.6,"DXYZ":1.5,"SPCH":0.6,"TSLL":1.5,"TSLR":0.6,"TSLY":0.6,"TSYY":0.6,"TSLI":0.6,"SPCG":0.6,"TSLT":0.6,"SPCU":1.5,"CRSH":0.6,"ROBO":1.5,"SPCF":0.6,"TSDD":0.6,"IDRV":0.6,"TEST":0.6,"TLA":0.6,"TSLW":0.6,"GOOG":0.6,"KOMP":1.5,"TSLQ":0.6,"AMZN":0.6,"TSLZ":0.6,"NVDA":0.6,"TESL":0.6,"TSLP":0.6,"MSFT":0.6,"XOVR":1.5,"MAGY":1.5,"TSLG":0.6,"TSLA":1.5,"WANT":0.6,"TSII":0.6,"LIT":0.6}},"isVote":1,"tweetType":1,"viewCount":88,"authorTweetTopStatus":1,"verified":2,"comments":[{"author":{"id":"3479576576056160","authorId":"3479576576056160","name":"东东南亚","avatar":"https://static.tigerbbs.com/d8c94e66f07db4943f9b584d30f6937f","crmLevel":2,"crmLevelSwitch":0,"authorIdStr":"3479576576056160","idStr":"3479576576056160"},"content":"机器人本来就是为了星际资源才发展的!Ai和机器人未来的目标是星辰大海,你不会就以为为了给你做一些服务的吧?未来机器人将会从宇宙中带回来无尽的资源和能量!那才是星辰大海!蓝星这点资源和有些人的短视根本不值一提,还有人怕什么机器人灭绝人类,这想法才真可笑,人家机器人的核心资源在星辰大海里!蓝星这点东西也就那些短视的人才当个宝贝一样捧着了[笑哭] [笑哭] [笑哭]","text":"机器人本来就是为了星际资源才发展的!Ai和机器人未来的目标是星辰大海,你不会就以为为了给你做一些服务的吧?未来机器人将会从宇宙中带回来无尽的资源和能量!那才是星辰大海!蓝星这点资源和有些人的短视根本不值一提,还有人怕什么机器人灭绝人类,这想法才真可笑,人家机器人的核心资源在星辰大海里!蓝星这点东西也就那些短视的人才当个宝贝一样捧着了[笑哭] [笑哭] [笑哭]","html":"机器人本来就是为了星际资源才发展的!Ai和机器人未来的目标是星辰大海,你不会就以为为了给你做一些服务的吧?未来机器人将会从宇宙中带回来无尽的资源和能量!那才是星辰大海!蓝星这点资源和有些人的短视根本不值一提,还有人怕什么机器人灭绝人类,这想法才真可笑,人家机器人的核心资源在星辰大海里!蓝星这点东西也就那些短视的人才当个宝贝一样捧着了[笑哭] [笑哭] [笑哭]"}],"imageCount":1,"langContent":"CN","totalScore":0},{"id":584018091409984,"gmtCreate":1783614053176,"gmtModify":1783614065281,"author":{"id":"3560418186602071","authorId":"3560418186602071","name":"畜牧教主马斯克","avatar":"https://static.tigerbbs.com/58bf1dddf2200bde0bbfcaedaadea959","crmLevel":5,"crmLevelSwitch":1,"followedFlag":false,"authorIdStr":"3560418186602071","idStr":"3560418186602071"},"themes":[],"title":"","htmlText":"不需要造车,只需要新的ppt","listText":"不需要造车,只需要新的ppt","text":"不需要造车,只需要新的ppt","images":[{"img":"https://static.tigerbbs.com/8bce2d630c2182b0b4b34a536b02f36e"}],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":0,"commentSize":0,"repostSize":0,"link":"https://laohu8.com/post/584018091409984","repostId":"2650656942","repostType":2,"repost":{"id":"2650656942","kind":"news","pubTimestamp":1783584502,"share":"https://www.laohu8.com/m/news/2650656942?lang=zh_CN&edition=full","pubTime":"2026-07-09 16:08","market":"sh","language":"zh","title":"Model Y会是特斯拉最后一款车吗?","url":"https://stock-news.laohu8.com/highlight/detail?id=2650656942","media":"字母榜","summary":"与Model Y车型相比,Model Y L最大变化是座椅布局由二排五座改为三排六座。作为2019年上市的“老车”,Model Y依然是特斯拉的销量担当。相比几年前国产版Model Y上市时的人潮汹涌、销售爆单,如今的特斯拉热度下滑不少。与Model Y同期发布的Cybertruck皮卡,迎合了美国消费者的独特喜好,一度被视为特斯拉下一个爆款,据称每年可售出数百万辆。两款新车走的路与Model Y完全不同。","content":"<html><body><p><img src=\"https://x0.ifengimg.com/ucms/2026_28/7F5D426D798ECEED3811D5F510ADD3DC082B2AB6_size660_w1014_h1014.png\"/></p><p><a href=\"https://laohu8.com/S/TSLA\">特斯拉</a>终于“上新”了,但仔细一看,还是“老熟人”。</p><p>北京时间7月4日凌晨,<strong>特斯拉宣布Model Y L在美国开售,</strong>售价6.2万美元(约合42万元人民币),首批新车预计9、10月份交付。新车还同步登陆了波多黎各和阿联酋。</p><p>国内消费者对于Model Y L并不陌生。</p><p>这款车原本顶着“中国特供”的绰号,去年10月首先在国内发售。今年上半年,特斯拉把它销往韩国和新加坡,如今又引入了最大单一市场美国。</p><p>与Model Y车型相比,Model Y L最大变化是座椅布局由二排五座改为三排六座。它的车身长度增加约10厘米,电池容量、电机动力、中控屏、音响等配置也有提升。</p><p>这款改动不大的新车,堪称特斯拉近些年产品战略的缩影:<strong>把Model Y这台老车的价值尽可能压榨出来。</strong></p><p>一方面,它把Model Y做大、做长。</p><p>除了Model Y L,特斯拉有可能下半年发布Model Y L+。从名字不难看出,新车型是Model Y L的Plus版本,将继续升级现有配置。</p><p>另一方面,Model Y也在被做小、做便宜。</p><p>去年10月,特斯拉在中国上市Model Y L的同时,在美国推出Model 3/Y标准版。与老版本相比,两款标准版车型全方位减配,贯穿式灯条、全景天窗、后排触控屏、方向盘和外后视镜电动折叠等都被取消,智驾功能更是被砍到“大残”。</p><p>通过做一系列减法,Model 3/Y的起步价被拉低至4万美元以内。</p><p>作为2019年上市的“老车”,Model Y依然是特斯拉的销量担当。</p><p>2025年,特斯拉全球交付163.6万辆新车。根据海外汽车媒体AutoVista24的统计,<strong>Model Y全年交付108.6万辆,贡献66%的交付量,</strong>同时也是全球唯一交付破百万辆的电动车。</p><p>特斯拉并非拿不出新车。</p><p>过去七年间,特斯拉每隔一段时间就会释放新产品的消息,比如开售Cybertruck皮卡和Semi重卡,揭开了Cybecab和Robovan的面纱,预告了新一代Roadster跑车,入门车型Model 2也一度若隐若现。</p><p>但事到如今,这些新产品要么销量惨淡,要么仍停留在发布会和PPT上,甚至彻底销声匿迹。反而是Model Y,不断出小改款、新车型,似乎远未耗尽潜力。</p><p>那么问题来了:<strong>Model Y,难道是特斯拉最后一辆车?</strong></p><p><strong>A</strong></p><p>7月4日下午,字母榜作者来到北京北五环一家大型商场的特斯拉门店。<strong>在被问到特斯拉是否会有新车时,店员表示没有这方面的通知。</strong></p><p>随后,店员向字母榜推荐Model Y L,称其在提供六座大空间的同时,兼顾了操控和运动性能。尚未进入国内的特斯拉FSD智驾功能,也是店员推介的重点。</p><p><img src=\"https://x0.ifengimg.com/ucms/2026_28/6EA2B6F46776CA2E1C38F867F8684BB026C8AFC6_size46_w1080_h684.jpg\"/></p><p>图源:<a href=\"https://laohu8.com/S/000681\">视觉中国</a></p><p>但与同一商场内的鸿蒙智行、<a href=\"https://laohu8.com/S/XIACY\">小米</a>、<a href=\"https://laohu8.com/S/LI\">理想</a>、智己等品牌的新车相比,Model Y在外观、内饰、空间、配置、动力、电池等方面并不占优,甚至多数指标处于劣势。尤其是国产厂商擅长的内饰“堆料”,Model Y几乎全方位落后。</p><p>反映到消费端,特斯拉的进店客流明显不如其他品牌。<strong>相比几年前国产版Model Y上市时的人潮汹涌、销售爆单,如今的特斯拉热度下滑不少。</strong></p><p>2019年的Model Y,称得上全方位领先,不仅有品牌和创始人光环的加持,还在技术、设计和工艺上全方位领先,把一众还在“油改电”的新老车企甩得尾灯都看不到。</p><p>但如今,国内车企经过几年的摸打滚爬,不仅营销手法趋于成熟,产品的技术、设计和制造能力也有了长足进步。</p><p>与Model Y相比,国产新车在能耗管理、操控质感、智能驾驶等方面尚有差距;但在国内消费者更在意、更容易感知的部分,比如“空调彩电大沙发”、电池容量、智驾硬件规格等,本土品牌已经反超Model Y。</p><p>特斯拉不可能不知道这一局面。只不过,过去七年,<strong>它从未推出“S3XY”之外的全新走量车系,反而做了不少“一眼难卖”的新车,且跳票非常严重。</strong></p><p>与Model Y同期发布的Cybertruck皮卡,迎合了美国消费者的独特喜好,一度被视为特斯拉下一个爆款,据称每年可售出数百万辆。但这款车直到2023年底才开始量产,2024年卖出3.9万辆,2025年暴跌至1.88万辆,令外界大跌眼镜。</p><p>高昂的价格、糟糕的质量,是Cybertruck遭遇滑铁卢的主要原因。在纯电动皮卡这条没有多少人竞逐的赛道上,它甚至卖不过<a href=\"https://laohu8.com/S/F\">福特</a>F-150 Lightning,年销量比后者少了近1万辆。</p><p>去年9月,特斯拉停售Cybertruck入门款,只保留起售价高达5.3万美元的四驱版本。如此一来,这款车的销量更加不乐观。</p><p>特斯拉另一款备受关注的新车,是第二代Roadster跑车。</p><p>这款新车早在2017年11月就公开亮相,原定2020年量产,吸引不少车主交了5万美元的定金。然而,这款车跳票至今,最新消息是有望7、8月份发布。</p><p>其实,这款“传奇跳票王”就算正式开售,20万美元的高昂售价,也会把绝大多数消费者挡在门外。</p><p>真正有可能大卖的新车,是新的入门车型Model 2。</p><p>从2022年起,马斯克在多个场合提起这款新车,号称计划2025年下半年量产,售价仅2.5万美元。然而,2024年4月,特斯拉被曝出已经砍掉这款车型。马斯克旋即否认;但时至今日,<strong>Model 2不见踪影,已经从马斯克的语境里彻底消失。</strong></p><p>马斯克更愿意谈论的,是自动驾驶出租车Cybecab和电动重卡Semi。在第一季度的投资者更新报告中,特斯拉宣称两款车型今年都将量产。</p><p>目前,Cybecab进展还算顺利,2月下线了量产版,6月底又在美国得州奥斯汀市开启公开道路公开测试。</p><p>另一方面,Semi重卡也于4月底在特斯拉内华达超级工厂下线,距离其2017年首次亮相已经过去了9年。</p><p>但显而易见,取消方向盘和刹车踏板的Cybecab,并不打算卖给普通人;Semi重卡更是只有百事这样的大公司才有可能买单。两款新车走的路与Model Y完全不同。</p><p>这也意味着,<strong>特斯拉的产品路线图看不到任何全新车系。</strong>Model Y撑起了特斯拉半壁江山,很可能未来也会继续撑下去。</p><p><strong>B</strong></p><p>七年间,特斯拉迟迟没有推出新的走量车系,根本原因在于:<strong>特斯拉如今的超高市值,并不需要推出更多车型来维系。</strong></p><p>目前,特斯拉市值约为1.5万亿美元,相比巅峰时回落明显,但依然相当于丰田、<a href=\"https://laohu8.com/S/BYDDY\">比亚迪</a>、现代、通用、宝马、奔驰、福特、大众等老牌车企市值总和的两倍多。</p><p>这并不意味着,特斯拉已经具备了碾压一切对手的实力。恰恰相反,<strong>在卖车这件事上,特斯拉的成绩单远远不及丰田等传统玩家。</strong></p><p>2025年,丰田以1132万辆的年销量,再度成为全球第一大车企。相比之下,特斯拉只卖出了163.6万辆车,相当于丰田的1/7。</p><p>财务指标方面,丰田也完胜特斯拉:营收相当于特斯拉的3.3倍,归母净利润相当于6.2倍。</p><p>特斯拉在单车净利润上扳回一城:上一财年为2319美元,丰田则为2102美元。不过,丰田热销车型价格便宜,能够做到与特斯拉相去不远,已经颇为不易。</p><p>但马斯克已经看明白一个残酷事实:车企在资本市场上没有前途。<strong>倘若特斯拉瞄着丰田打,那么即便把销量再翻几倍,它也撑不起现在的市值。</strong></p><p>传统车企的基本逻辑是:不断推出爆款车型,挤占每一条细分市场,扩大销量和销售额;再通过提高经营效率,换来利润增长。</p><p>这套逻辑非常成熟,也非常合理,催生了丰田这样的世界级巨头。唯一问题是,它太陈旧了,很难反向驱动车企实现技术和产品突破,也不会让市场产生任何兴奋感。</p><p>如今,丰田、大众等车企拥有几十款主要车型,销售表现也还算稳固,市值却每况愈下,还常常被外界视为动作迟缓、缺少创新。</p><p>特斯拉并不想掉进这样的陷阱。<strong>它从未打算彻底击败传统车企,自然也不着急再造新车。</strong></p><p>马斯克真正想做的是:重新定义一套属于未来的商业逻辑和估值体系,并把特斯拉的故事作为典范嵌入其中。</p><p>他反复鼓吹的新故事有三大支柱:自动驾驶、机器人和AI。</p><p><img src=\"https://x0.ifengimg.com/ucms/2026_28/51AE2D15E59ADB664A3FE9C40BC054A6002B924F_size73_w787_h430.jpg\"/></p><p>价格不菲的FSD智驾套件,是特斯拉自动驾驶叙事的核心。上季度,<strong>FSD全球付费用户达到约130万,相当于特斯拉累计售出车辆的14%,仍有很大增长空间。</strong></p><p>目前,这一自动驾驶软件主要用于美国市场。4月11日,荷兰批准FSD监督版上路,为其进入欧洲打开通路;中国市场也有望在年内对FSD敞开大门。</p><p>特斯拉CFO瓦伊巴夫-塔尼娅披露,公司已经改变汽车销售战略,“现在我们强调FSD才是产品,而汽车仅仅是交付机制。”再加上逐渐铺开的Cybecab,特斯拉自动驾驶板块跑得越来越快。</p><p>Optimus(擎天柱)机器人被视为特斯拉的第二增长曲线。马斯克将其称为“特斯拉有史以来最大的产品”。</p><p>按照计划,“擎天柱”将于2027年底前公开发售。<strong>特斯拉在加州弗里蒙特建设首座“擎天柱”大型工厂,设计年产能100万台。</strong>倘若一切顺利,这座工厂将在7月底或8月开始量产。他称之为“疯狂的速度”。</p><p>此外,得州奥斯汀超级工厂的第二代产线也在筹备中,预计2027年夏天投产,长期目标为年产1000万台。</p><p>至于AI,今年第一季度,特斯拉位于得州超级工厂的Cortex 2超级计算集群正式上线,并开始进行训练。3月,特斯拉还参与了Terafab芯片工厂建设计划,目标是建设年产1太瓦算力的芯片制造基地,<strong>相当于当前全球AI算力总产出的50倍。</strong></p><p>二级市场对于特斯拉的估值依据,主要是那些“画饼”业务——Robotaxi、“擎天柱”机器人、Terafab芯片工厂等,并不“刚需”更多车型。长期来看,造车对于特斯拉股价的影响只会越来越小。</p><p><strong>C</strong></p><p>对于马斯克的商业<a href=\"https://laohu8.com/S/00776\">帝国</a>来说,<strong>特斯拉既是一家车企,更是一个超级融资工具。</strong></p><p>这个帝国的重心,曾经是汽车和商业航天,如今已转向AI。在基础模型和AI App接连受挫后,马斯克想做的是AI基础设施,赚AI公司和科技大厂的钱。</p><p>负担这一使命是SpaceX。在将xAI吸纳进来后,它拥有强大的算力集群,开始向Anthropic、<a href=\"https://laohu8.com/S/GOOG\">谷歌</a>等昔日对手出租算力;同时,它牵头的Terafab已经正式启动。</p><p>但<strong>钱从哪里来?马斯克还没能给出明确答案。</strong></p><p>SpaceX尚在亏损,且规模越来越大。根据招股书,2025年公司净亏损约49亿美元,2026年第一季度亏损达42亿美元。通过出租算力,SpaceX每个月能够增收约23亿美元,但仍不足以抹平亏损。</p><p>更何况,Terafab耗资巨大,外界估计,整个项目将需要5万亿~13万亿美元的资本投入;即便只达成100至200吉瓦/年的初期产能目标,也需要5000亿至1万亿美元。</p><p>如果搞不来钱,马斯克的宏大构想就只能停留在口头上。</p><p>所幸,<strong>马斯克的公司依然是资本市场的宠儿。</strong>通过推动旗下公司上市,马斯克总是能得到充沛的资金支持。</p><p>近一个月前,SpaceX登陆纳斯达克,以750亿美元的融资规模,成为有史以来规模最大的IPO。这家年营收不足200亿美元的公司,市值一度超过2.5万亿美元。</p><p>除了SpaceX,特斯拉也是马斯克吸纳资金的重要工具,同时也是撑起SpaceX估值的潜在支柱。</p><p><img src=\"https://x0.ifengimg.com/ucms/2026_28/05982E92AF249A29C015845533011D6269C71ABA_size571_w941_h456.png\"/></p><p>今年2月,在SpaceX合并xAI不久后,外界就传出了特斯拉也将“合体”的声音。如今,随着SpaceX股价大幅回调,马斯克需要新的利好;而把特斯拉融入SpaceX,将是一步立竿见影的好棋。</p><p><strong>作为融资工具的特斯拉,对于新车的需求,远远不如对于新故事的需求。</strong></p><p>特斯拉在Model Y之后推出的新产品,不求卖多少,甚至不必寻求马上开售,但一定要够轰动、够吸睛,给外界留下无限遐想空间。</p><p>马斯克做到了这一点。从Cybertruck到Cybecab,特斯拉总是能够讲出一个又一个激动人心的新故事,并与自动驾驶、AI等前沿技术挂钩,带着大众和资本市场神游天外。哪怕实际销量和落地情况不及预期,投资者也愿意相信这一套,并掏出真金白银买单。</p><p>同时,特斯拉并不在乎砍掉Model S/X这样的车型,哪怕会失去一小部分潜在订单。它也可以不去做Model 2,因为把资源投入到这种便宜车型,反而与特斯拉力图构筑的炫酷故事背道而驰。</p><p>在此情况下,每年仍能卖出上百万辆、撑起整个特斯拉现金流的Model Y,成为了那个略显乏味,却也不会出大错的唯一选择。</p><p>不过,<strong>特斯拉长时间过度依赖Model Y,已经产生了不小的负面后果。</strong></p><p>2024和2025年,特斯拉销量连续下滑。背后原因有很多,但车型单一、无法满足更多需求无疑是重要因素。特别是在中国,虽然Model Y的月销量依然让新势力们相形见绌,但它的领先优势正在被逐渐消解。</p><p>而在资本市场上,特斯拉的故事也越来越难讲。</p><p>7月初,特斯拉公布第二季度交付量,Model 3/Y交付467762辆,同比增长25%,股价却单日下跌逾7%。</p><p>界面新闻指出,特斯拉此前累计上涨四天,已经消化大部分预期。Karobaar Capital LP首席投资官Haris Khurshid说:“消息真正传来之后,就没什么值得兴奋的了。”</p><p><strong>托举了特斯拉七年的Model Y,真的有些“老”了。</strong></p><p>马斯克擅长造车,更擅长讲故事。在特斯拉走过上半场后,他把讲故事放在更重要位置,并以此取得巨大成功。如今,当特斯拉面临销量止步不前的挑战,并波及市值管理时,马斯克到了重新平衡“造车”与“讲故事”的十字路口。</p></body></html>","source":"fenghuang_stock","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>Model Y会是特斯拉最后一款车吗?</title>\n<style type=\"text/css\">\na,abbr,acronym,address,applet,article,aside,audio,b,big,blockquote,body,canvas,caption,center,cite,code,dd,del,details,dfn,div,dl,dt,\nem,embed,fieldset,figcaption,figure,footer,form,h1,h2,h3,h4,h5,h6,header,hgroup,html,i,iframe,img,ins,kbd,label,legend,li,mark,menu,nav,\nobject,ol,output,p,pre,q,ruby,s,samp,section,small,span,strike,strong,sub,summary,sup,table,tbody,td,tfoot,th,thead,time,tr,tt,u,ul,var,video{ font:inherit;margin:0;padding:0;vertical-align:baseline;border:0 }\nbody{ font-size:16px; line-height:1.5; color:#999; background:transparent; }\n.wrapper{ overflow:hidden;word-break:break-all;padding:10px; }\nh1,h2{ font-weight:normal; line-height:1.35; margin-bottom:.6em; }\nh3,h4,h5,h6{ line-height:1.35; margin-bottom:1em; }\nh1{ font-size:24px; }\nh2{ font-size:20px; }\nh3{ font-size:18px; }\nh4{ font-size:16px; }\nh5{ font-size:14px; }\nh6{ font-size:12px; }\np,ul,ol,blockquote,dl,table{ 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\">\nModel Y会是特斯拉最后一款车吗?\n</h2>\n\n<h4 class=\"meta\">\n\n\n2026-07-09 16:08 北京时间 <a href=https://tech.ifeng.com/c/8ucY5v48GKn><strong>字母榜</strong></a>\n\n\n</h4>\n\n</header>\n<article>\n<div>\n<p>特斯拉终于“上新”了,但仔细一看,还是“老熟人”。北京时间7月4日凌晨,特斯拉宣布Model Y L在美国开售,售价6.2万美元(约合42万元人民币),首批新车预计9、10月份交付。新车还同步登陆了波多黎各和阿联酋。国内消费者对于Model Y L并不陌生。这款车原本顶着“中国特供”的绰号,去年10月首先在国内发售。今年上半年,特斯拉把它销往韩国和新加坡,如今又引入了最大单一市场美国。与Model...</p>\n\n<a href=\"https://tech.ifeng.com/c/8ucY5v48GKn\">网页链接</a>\n\n</div>\n\n\n</article>\n</div>\n</body>\n</html>\n","type":0,"thumbnail":"","relate_stocks":{"LU2417539215.USD":"ALLIANZ GLOBAL INCOME \"AMF\" (USD) INC","TSLS":"1倍做空TSLA ETF-Direxion","TSLA":"特斯拉","MSFT":"微软","FDRV":"Fidelity Electric Vehicles and Future Transportation ETF","LU2168564149.EUR":"AZ ALLOCATION - TREND \"BAZ\" (EUR) ACC","YMAG":"YieldMax Magnificent 7 Fund of Option Income ETF","TEST":"YieldMax TSLA Performance & Distribution Target 25 ETF","TSLT":"2倍做多TSLA ETF-T-Rex","BULZ":"MicroSectors FANG & Innovation 3X Leveraged ETN","BK4511":"特斯拉概念","07366":"XI二南特斯","IDRV":"iShares Self-Driving EV and Tech ETF","TSLW":"TSLA周配息ETF-Roundhill","09766":"南方两倍做多特斯拉-U","MAGY":"Roundhill Magnificent Seven Covered Call ETF","TSII":"REX TSLA Growth & Income ETF","TSLY":"TSLA期权收益策略ETF-YieldMax","LU2236285917.USD":"ALLIANZ GLOBAL INCOME \"AMG\" (USD) INC","TSDD":"2倍做空TSLA ETF-GraniteShares","SMOG":"VanEck Low Carbon Energy 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ETF-GraniteShares","NVDA":"英伟达","LU2168563687.JPY":"AZ ALLOCATION - TREND \"AAZ\" (JPYHDG) ACC","TESL":"Simplify Volt TSLA Revolution ETF"},"source_url":"https://tech.ifeng.com/c/8ucY5v48GKn","is_english":false,"share_image_url":"https://static.laohu8.com/e9f99090a1c2ed51c021029395664489","article_id":"2650656942","content_text":"特斯拉终于“上新”了,但仔细一看,还是“老熟人”。北京时间7月4日凌晨,特斯拉宣布Model Y L在美国开售,售价6.2万美元(约合42万元人民币),首批新车预计9、10月份交付。新车还同步登陆了波多黎各和阿联酋。国内消费者对于Model Y L并不陌生。这款车原本顶着“中国特供”的绰号,去年10月首先在国内发售。今年上半年,特斯拉把它销往韩国和新加坡,如今又引入了最大单一市场美国。与Model Y车型相比,Model Y L最大变化是座椅布局由二排五座改为三排六座。它的车身长度增加约10厘米,电池容量、电机动力、中控屏、音响等配置也有提升。这款改动不大的新车,堪称特斯拉近些年产品战略的缩影:把Model Y这台老车的价值尽可能压榨出来。一方面,它把Model Y做大、做长。除了Model Y L,特斯拉有可能下半年发布Model Y L+。从名字不难看出,新车型是Model Y L的Plus版本,将继续升级现有配置。另一方面,Model Y也在被做小、做便宜。去年10月,特斯拉在中国上市Model Y L的同时,在美国推出Model 3/Y标准版。与老版本相比,两款标准版车型全方位减配,贯穿式灯条、全景天窗、后排触控屏、方向盘和外后视镜电动折叠等都被取消,智驾功能更是被砍到“大残”。通过做一系列减法,Model 3/Y的起步价被拉低至4万美元以内。作为2019年上市的“老车”,Model Y依然是特斯拉的销量担当。2025年,特斯拉全球交付163.6万辆新车。根据海外汽车媒体AutoVista24的统计,Model Y全年交付108.6万辆,贡献66%的交付量,同时也是全球唯一交付破百万辆的电动车。特斯拉并非拿不出新车。过去七年间,特斯拉每隔一段时间就会释放新产品的消息,比如开售Cybertruck皮卡和Semi重卡,揭开了Cybecab和Robovan的面纱,预告了新一代Roadster跑车,入门车型Model 2也一度若隐若现。但事到如今,这些新产品要么销量惨淡,要么仍停留在发布会和PPT上,甚至彻底销声匿迹。反而是Model Y,不断出小改款、新车型,似乎远未耗尽潜力。那么问题来了:Model Y,难道是特斯拉最后一辆车?A7月4日下午,字母榜作者来到北京北五环一家大型商场的特斯拉门店。在被问到特斯拉是否会有新车时,店员表示没有这方面的通知。随后,店员向字母榜推荐Model Y L,称其在提供六座大空间的同时,兼顾了操控和运动性能。尚未进入国内的特斯拉FSD智驾功能,也是店员推介的重点。图源:视觉中国但与同一商场内的鸿蒙智行、小米、理想、智己等品牌的新车相比,Model Y在外观、内饰、空间、配置、动力、电池等方面并不占优,甚至多数指标处于劣势。尤其是国产厂商擅长的内饰“堆料”,Model Y几乎全方位落后。反映到消费端,特斯拉的进店客流明显不如其他品牌。相比几年前国产版Model Y上市时的人潮汹涌、销售爆单,如今的特斯拉热度下滑不少。2019年的Model Y,称得上全方位领先,不仅有品牌和创始人光环的加持,还在技术、设计和工艺上全方位领先,把一众还在“油改电”的新老车企甩得尾灯都看不到。但如今,国内车企经过几年的摸打滚爬,不仅营销手法趋于成熟,产品的技术、设计和制造能力也有了长足进步。与Model Y相比,国产新车在能耗管理、操控质感、智能驾驶等方面尚有差距;但在国内消费者更在意、更容易感知的部分,比如“空调彩电大沙发”、电池容量、智驾硬件规格等,本土品牌已经反超Model Y。特斯拉不可能不知道这一局面。只不过,过去七年,它从未推出“S3XY”之外的全新走量车系,反而做了不少“一眼难卖”的新车,且跳票非常严重。与Model Y同期发布的Cybertruck皮卡,迎合了美国消费者的独特喜好,一度被视为特斯拉下一个爆款,据称每年可售出数百万辆。但这款车直到2023年底才开始量产,2024年卖出3.9万辆,2025年暴跌至1.88万辆,令外界大跌眼镜。高昂的价格、糟糕的质量,是Cybertruck遭遇滑铁卢的主要原因。在纯电动皮卡这条没有多少人竞逐的赛道上,它甚至卖不过福特F-150 Lightning,年销量比后者少了近1万辆。去年9月,特斯拉停售Cybertruck入门款,只保留起售价高达5.3万美元的四驱版本。如此一来,这款车的销量更加不乐观。特斯拉另一款备受关注的新车,是第二代Roadster跑车。这款新车早在2017年11月就公开亮相,原定2020年量产,吸引不少车主交了5万美元的定金。然而,这款车跳票至今,最新消息是有望7、8月份发布。其实,这款“传奇跳票王”就算正式开售,20万美元的高昂售价,也会把绝大多数消费者挡在门外。真正有可能大卖的新车,是新的入门车型Model 2。从2022年起,马斯克在多个场合提起这款新车,号称计划2025年下半年量产,售价仅2.5万美元。然而,2024年4月,特斯拉被曝出已经砍掉这款车型。马斯克旋即否认;但时至今日,Model 2不见踪影,已经从马斯克的语境里彻底消失。马斯克更愿意谈论的,是自动驾驶出租车Cybecab和电动重卡Semi。在第一季度的投资者更新报告中,特斯拉宣称两款车型今年都将量产。目前,Cybecab进展还算顺利,2月下线了量产版,6月底又在美国得州奥斯汀市开启公开道路公开测试。另一方面,Semi重卡也于4月底在特斯拉内华达超级工厂下线,距离其2017年首次亮相已经过去了9年。但显而易见,取消方向盘和刹车踏板的Cybecab,并不打算卖给普通人;Semi重卡更是只有百事这样的大公司才有可能买单。两款新车走的路与Model Y完全不同。这也意味着,特斯拉的产品路线图看不到任何全新车系。Model Y撑起了特斯拉半壁江山,很可能未来也会继续撑下去。B七年间,特斯拉迟迟没有推出新的走量车系,根本原因在于:特斯拉如今的超高市值,并不需要推出更多车型来维系。目前,特斯拉市值约为1.5万亿美元,相比巅峰时回落明显,但依然相当于丰田、比亚迪、现代、通用、宝马、奔驰、福特、大众等老牌车企市值总和的两倍多。这并不意味着,特斯拉已经具备了碾压一切对手的实力。恰恰相反,在卖车这件事上,特斯拉的成绩单远远不及丰田等传统玩家。2025年,丰田以1132万辆的年销量,再度成为全球第一大车企。相比之下,特斯拉只卖出了163.6万辆车,相当于丰田的1/7。财务指标方面,丰田也完胜特斯拉:营收相当于特斯拉的3.3倍,归母净利润相当于6.2倍。特斯拉在单车净利润上扳回一城:上一财年为2319美元,丰田则为2102美元。不过,丰田热销车型价格便宜,能够做到与特斯拉相去不远,已经颇为不易。但马斯克已经看明白一个残酷事实:车企在资本市场上没有前途。倘若特斯拉瞄着丰田打,那么即便把销量再翻几倍,它也撑不起现在的市值。传统车企的基本逻辑是:不断推出爆款车型,挤占每一条细分市场,扩大销量和销售额;再通过提高经营效率,换来利润增长。这套逻辑非常成熟,也非常合理,催生了丰田这样的世界级巨头。唯一问题是,它太陈旧了,很难反向驱动车企实现技术和产品突破,也不会让市场产生任何兴奋感。如今,丰田、大众等车企拥有几十款主要车型,销售表现也还算稳固,市值却每况愈下,还常常被外界视为动作迟缓、缺少创新。特斯拉并不想掉进这样的陷阱。它从未打算彻底击败传统车企,自然也不着急再造新车。马斯克真正想做的是:重新定义一套属于未来的商业逻辑和估值体系,并把特斯拉的故事作为典范嵌入其中。他反复鼓吹的新故事有三大支柱:自动驾驶、机器人和AI。价格不菲的FSD智驾套件,是特斯拉自动驾驶叙事的核心。上季度,FSD全球付费用户达到约130万,相当于特斯拉累计售出车辆的14%,仍有很大增长空间。目前,这一自动驾驶软件主要用于美国市场。4月11日,荷兰批准FSD监督版上路,为其进入欧洲打开通路;中国市场也有望在年内对FSD敞开大门。特斯拉CFO瓦伊巴夫-塔尼娅披露,公司已经改变汽车销售战略,“现在我们强调FSD才是产品,而汽车仅仅是交付机制。”再加上逐渐铺开的Cybecab,特斯拉自动驾驶板块跑得越来越快。Optimus(擎天柱)机器人被视为特斯拉的第二增长曲线。马斯克将其称为“特斯拉有史以来最大的产品”。按照计划,“擎天柱”将于2027年底前公开发售。特斯拉在加州弗里蒙特建设首座“擎天柱”大型工厂,设计年产能100万台。倘若一切顺利,这座工厂将在7月底或8月开始量产。他称之为“疯狂的速度”。此外,得州奥斯汀超级工厂的第二代产线也在筹备中,预计2027年夏天投产,长期目标为年产1000万台。至于AI,今年第一季度,特斯拉位于得州超级工厂的Cortex 2超级计算集群正式上线,并开始进行训练。3月,特斯拉还参与了Terafab芯片工厂建设计划,目标是建设年产1太瓦算力的芯片制造基地,相当于当前全球AI算力总产出的50倍。二级市场对于特斯拉的估值依据,主要是那些“画饼”业务——Robotaxi、“擎天柱”机器人、Terafab芯片工厂等,并不“刚需”更多车型。长期来看,造车对于特斯拉股价的影响只会越来越小。C对于马斯克的商业帝国来说,特斯拉既是一家车企,更是一个超级融资工具。这个帝国的重心,曾经是汽车和商业航天,如今已转向AI。在基础模型和AI App接连受挫后,马斯克想做的是AI基础设施,赚AI公司和科技大厂的钱。负担这一使命是SpaceX。在将xAI吸纳进来后,它拥有强大的算力集群,开始向Anthropic、谷歌等昔日对手出租算力;同时,它牵头的Terafab已经正式启动。但钱从哪里来?马斯克还没能给出明确答案。SpaceX尚在亏损,且规模越来越大。根据招股书,2025年公司净亏损约49亿美元,2026年第一季度亏损达42亿美元。通过出租算力,SpaceX每个月能够增收约23亿美元,但仍不足以抹平亏损。更何况,Terafab耗资巨大,外界估计,整个项目将需要5万亿~13万亿美元的资本投入;即便只达成100至200吉瓦/年的初期产能目标,也需要5000亿至1万亿美元。如果搞不来钱,马斯克的宏大构想就只能停留在口头上。所幸,马斯克的公司依然是资本市场的宠儿。通过推动旗下公司上市,马斯克总是能得到充沛的资金支持。近一个月前,SpaceX登陆纳斯达克,以750亿美元的融资规模,成为有史以来规模最大的IPO。这家年营收不足200亿美元的公司,市值一度超过2.5万亿美元。除了SpaceX,特斯拉也是马斯克吸纳资金的重要工具,同时也是撑起SpaceX估值的潜在支柱。今年2月,在SpaceX合并xAI不久后,外界就传出了特斯拉也将“合体”的声音。如今,随着SpaceX股价大幅回调,马斯克需要新的利好;而把特斯拉融入SpaceX,将是一步立竿见影的好棋。作为融资工具的特斯拉,对于新车的需求,远远不如对于新故事的需求。特斯拉在Model Y之后推出的新产品,不求卖多少,甚至不必寻求马上开售,但一定要够轰动、够吸睛,给外界留下无限遐想空间。马斯克做到了这一点。从Cybertruck到Cybecab,特斯拉总是能够讲出一个又一个激动人心的新故事,并与自动驾驶、AI等前沿技术挂钩,带着大众和资本市场神游天外。哪怕实际销量和落地情况不及预期,投资者也愿意相信这一套,并掏出真金白银买单。同时,特斯拉并不在乎砍掉Model S/X这样的车型,哪怕会失去一小部分潜在订单。它也可以不去做Model 2,因为把资源投入到这种便宜车型,反而与特斯拉力图构筑的炫酷故事背道而驰。在此情况下,每年仍能卖出上百万辆、撑起整个特斯拉现金流的Model Y,成为了那个略显乏味,却也不会出大错的唯一选择。不过,特斯拉长时间过度依赖Model Y,已经产生了不小的负面后果。2024和2025年,特斯拉销量连续下滑。背后原因有很多,但车型单一、无法满足更多需求无疑是重要因素。特别是在中国,虽然Model Y的月销量依然让新势力们相形见绌,但它的领先优势正在被逐渐消解。而在资本市场上,特斯拉的故事也越来越难讲。7月初,特斯拉公布第二季度交付量,Model 3/Y交付467762辆,同比增长25%,股价却单日下跌逾7%。界面新闻指出,特斯拉此前累计上涨四天,已经消化大部分预期。Karobaar Capital LP首席投资官Haris Khurshid说:“消息真正传来之后,就没什么值得兴奋的了。”托举了特斯拉七年的Model Y,真的有些“老”了。马斯克擅长造车,更擅长讲故事。在特斯拉走过上半场后,他把讲故事放在更重要位置,并以此取得巨大成功。如今,当特斯拉面临销量止步不前的挑战,并波及市值管理时,马斯克到了重新平衡“造车”与“讲故事”的十字路口。","news_type":1,"symbols_score_info":{"FDRV":0.6,"07366":0.6,"TLA":0.6,"WANT":0.6,"TSL":0.6,"LIT":0.6,"TSLS":0.6,"TSLY":0.6,"TSLL":1.5,"TSLQ":0.6,"CRSH":0.6,"TSLR":0.6,"GOOG":0.6,"TSLP":0.6,"09366":0.6,"YMAG":1.5,"TSDD":0.6,"SMOG":0.6,"TSLG":0.6,"09766":0.6,"TEST":0.6,"MAGY":1.5,"META":0.6,"07766":0.6,"AMZN":0.6,"TSLA":1.5,"IDRV":0.6,"TSII":0.6,"TSLW":0.6,"MSFT":0.6,"AAPL":0.6,"TSLZ":0.6,"TSLT":0.6,"TSLO":0.6,"BULZ":1.5,"TESL":0.6,"TSLI":0.6,"NVDA":0.6,"TSYY":0.6}},"isVote":1,"tweetType":1,"viewCount":104,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":1,"langContent":"CN","totalScore":0},{"id":583663053893656,"gmtCreate":1783525959892,"gmtModify":1783526199962,"author":{"id":"3560418186602071","authorId":"3560418186602071","name":"畜牧教主马斯克","avatar":"https://static.tigerbbs.com/58bf1dddf2200bde0bbfcaedaadea959","crmLevel":5,"crmLevelSwitch":1,"followedFlag":false,"authorIdStr":"3560418186602071","idStr":"3560418186602071"},"themes":[],"title":"","htmlText":"<a href=\"https://laohu8.com/S/SPCX\">$SpaceX(SPCX)$</a> 贵是原罪[微笑] 马圣该发x控盘了","listText":"<a href=\"https://laohu8.com/S/SPCX\">$SpaceX(SPCX)$</a> 贵是原罪[微笑] 马圣该发x控盘了","text":"$SpaceX(SPCX)$ 贵是原罪[微笑] 马圣该发x控盘了","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":1,"commentSize":0,"repostSize":0,"link":"https://laohu8.com/post/583663053893656","isVote":1,"tweetType":1,"viewCount":156,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"CN","totalScore":0},{"id":583652033233352,"gmtCreate":1783524688040,"gmtModify":1783524690142,"author":{"id":"3560418186602071","authorId":"3560418186602071","name":"畜牧教主马斯克","avatar":"https://static.tigerbbs.com/58bf1dddf2200bde0bbfcaedaadea959","crmLevel":5,"crmLevelSwitch":1,"followedFlag":false,"authorIdStr":"3560418186602071","idStr":"3560418186602071"},"themes":[],"title":"","htmlText":"<a href=\"https://laohu8.com/S/ORCL\">$甲骨文(ORCL)$ </a><v-v data-views=\"0\"></v-v> 抛压依旧强烈感觉要冲120了","listText":"<a href=\"https://laohu8.com/S/ORCL\">$甲骨文(ORCL)$ </a><v-v data-views=\"0\"></v-v> 抛压依旧强烈感觉要冲120了","text":"$甲骨文(ORCL)$ 抛压依旧强烈感觉要冲120了","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":0,"commentSize":0,"repostSize":0,"link":"https://laohu8.com/post/583652033233352","isVote":1,"tweetType":1,"viewCount":217,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"CN","totalScore":0},{"id":583579574583472,"gmtCreate":1783506909217,"gmtModify":1783506912782,"author":{"id":"3560418186602071","authorId":"3560418186602071","name":"畜牧教主马斯克","avatar":"https://static.tigerbbs.com/58bf1dddf2200bde0bbfcaedaadea959","crmLevel":5,"crmLevelSwitch":1,"followedFlag":false,"authorIdStr":"3560418186602071","idStr":"3560418186602071"},"themes":[],"title":"","htmlText":"马圣的左右护法,还有个是丹","listText":"马圣的左右护法,还有个是丹","text":"马圣的左右护法,还有个是丹","images":[{"img":"https://static.tigerbbs.com/8bce2d630c2182b0b4b34a536b02f36e"}],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":1,"commentSize":0,"repostSize":0,"link":"https://laohu8.com/post/583579574583472","repostId":"1127705711","repostType":2,"repost":{"id":"1127705711","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":1783497176,"share":"https://www.laohu8.com/m/news/1127705711?lang=zh_CN&edition=full","pubTime":"2026-07-08 15:52","market":"us","language":"zh","title":"凯茜·伍德在股价下跌之际加倍押注SpaceX,继续抛售AMD股票","url":"https://stock-news.laohu8.com/highlight/detail?id=1127705711","media":"老虎资讯综合","summary":"木头姐继续加仓SpaceX,减持AMD,押注商业航天、淡化芯片配置由“木头姐”Cathie Wood掌舵的ARK Invest周二继续调整投资组合,重点加码商业航天领域,同时减持半导体股。近期,市场对SpaceX的关注持续升温,焦点之一是公司IPO协议中的一项“30%规则”。值得一提的是,ARK周一已大举买入91.7万股SpaceX。市场目前聚焦AMD将于8月4日公布的业绩。事实上,ARK周一也已卖出约860万美元的AMD股票。","content":"<html><head></head><body><p style=\"text-align: left;\"><strong>木头姐继续加仓SpaceX,减持AMD,押注商业航天、淡化芯片配置</strong></p><p style=\"text-align: left;\">由“木头姐”Cathie Wood掌舵的ARK Invest周二继续调整投资组合,重点加码商业航天领域,同时减持半导体股。</p><h3 style=\"text-align: left;\"><strong>加仓 <a href=\"https://laohu8.com/S/SPCX\">SpaceX</a></strong></h3><p style=\"text-align: left;\">ARK旗下ARK Innovation ETF买入44,196股SpaceX,按周二收盘价149.47美元计算,交易金额约660万美元。</p><p style=\"text-align: left;\">近期,市场对SpaceX的关注持续升温,焦点之一是公司IPO协议中的一项“30%规则”。</p><p style=\"text-align: left;\">根据协议,约9.12亿股(约占符合条件非关联股东持股的20%)将于8月5日(财报公布两个交易日后)解除限售;若SpaceX股价在财报公布前10个交易日中,有5个交易日收盘价高于175.50美元(较135美元IPO价格上涨30%),则8月7日还将额外解禁约4.56亿股(约占符合条件持股的10%)。</p><p style=\"text-align: left;\">这意味着,若股价持续走强,财报后进入市场流通的股份数量反而可能增加,从而加大潜在抛压。</p><p style=\"text-align: left;\">值得一提的是,ARK周一已大举买入91.7万股SpaceX。</p><h3 style=\"text-align: left;\"><strong>减持 <a href=\"https://laohu8.com/S/AMD\">美国超微公司</a></strong></h3><p style=\"text-align: left;\">与此同时,ARK旗下ARKK卖出8,667股Advanced Micro Devices,按收盘价516.11美元计算,套现金额约450万美元。</p><p style=\"text-align: left;\">AMD近期股价持续承压,市场情绪偏谨慎。不过,知名财经主持人Jim Cramer认为,此轮回调反而提供了买入机会,理由是AMD在CPU和GPU领域的需求依然稳健。</p><p style=\"text-align: left;\">市场目前聚焦AMD将于8月4日公布的业绩。华尔街预计,公司第二季度每股收益(EPS)为1.55美元,营收约112.8亿美元。目前分析师整体仍维持“买入”评级,高盛、富国银行及康托·菲茨杰拉德近期均上调目标价。不过,由于估值仍处于较高水平,AMD股价在市场避险情绪升温时仍可能面临较大波动。</p><p style=\"text-align: left;\">事实上,ARK周一也已卖出约860万美元的AMD股票。</p><h3 style=\"text-align: left;\"><strong>其他主要交易</strong></h3><ul><li><p style=\"text-align: left;\">买入607,567股 <a href=\"https://laohu8.com/S/XE\">X-Energy</a>。</p></li><li><p style=\"text-align: left;\">买入67,187股 <a href=\"https://laohu8.com/S/KTOS\">克瑞拓斯安全防卫</a>。</p></li><li><p style=\"text-align: left;\">买入6,354股 <a href=\"https://laohu8.com/S/LLY\">礼来</a>。</p></li><li><p style=\"text-align: left;\">卖出44,330股 <a href=\"https://laohu8.com/S/BNTX\">BioNTech SE</a>。</p></li><li><p style=\"text-align: left;\">卖出228股 <a href=\"https://laohu8.com/S/BABA\">阿里巴巴</a>。</p></li></ul></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>凯茜·伍德在股价下跌之际加倍押注SpaceX,继续抛售AMD股票</title>\n<style 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}\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凯茜·伍德在股价下跌之际加倍押注SpaceX,继续抛售AMD股票\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\">2026-07-08 15:52</p>\n</div>\n\n</a>\n\n\n</h4>\n\n</header>\n<article>\n<html><head></head><body><p style=\"text-align: left;\"><strong>木头姐继续加仓SpaceX,减持AMD,押注商业航天、淡化芯片配置</strong></p><p style=\"text-align: left;\">由“木头姐”Cathie Wood掌舵的ARK Invest周二继续调整投资组合,重点加码商业航天领域,同时减持半导体股。</p><h3 style=\"text-align: left;\"><strong>加仓 <a href=\"https://laohu8.com/S/SPCX\">SpaceX</a></strong></h3><p style=\"text-align: left;\">ARK旗下ARK Innovation ETF买入44,196股SpaceX,按周二收盘价149.47美元计算,交易金额约660万美元。</p><p style=\"text-align: left;\">近期,市场对SpaceX的关注持续升温,焦点之一是公司IPO协议中的一项“30%规则”。</p><p style=\"text-align: left;\">根据协议,约9.12亿股(约占符合条件非关联股东持股的20%)将于8月5日(财报公布两个交易日后)解除限售;若SpaceX股价在财报公布前10个交易日中,有5个交易日收盘价高于175.50美元(较135美元IPO价格上涨30%),则8月7日还将额外解禁约4.56亿股(约占符合条件持股的10%)。</p><p style=\"text-align: left;\">这意味着,若股价持续走强,财报后进入市场流通的股份数量反而可能增加,从而加大潜在抛压。</p><p style=\"text-align: left;\">值得一提的是,ARK周一已大举买入91.7万股SpaceX。</p><h3 style=\"text-align: left;\"><strong>减持 <a href=\"https://laohu8.com/S/AMD\">美国超微公司</a></strong></h3><p style=\"text-align: left;\">与此同时,ARK旗下ARKK卖出8,667股Advanced Micro Devices,按收盘价516.11美元计算,套现金额约450万美元。</p><p style=\"text-align: left;\">AMD近期股价持续承压,市场情绪偏谨慎。不过,知名财经主持人Jim Cramer认为,此轮回调反而提供了买入机会,理由是AMD在CPU和GPU领域的需求依然稳健。</p><p style=\"text-align: left;\">市场目前聚焦AMD将于8月4日公布的业绩。华尔街预计,公司第二季度每股收益(EPS)为1.55美元,营收约112.8亿美元。目前分析师整体仍维持“买入”评级,高盛、富国银行及康托·菲茨杰拉德近期均上调目标价。不过,由于估值仍处于较高水平,AMD股价在市场避险情绪升温时仍可能面临较大波动。</p><p style=\"text-align: left;\">事实上,ARK周一也已卖出约860万美元的AMD股票。</p><h3 style=\"text-align: left;\"><strong>其他主要交易</strong></h3><ul><li><p style=\"text-align: left;\">买入607,567股 <a href=\"https://laohu8.com/S/XE\">X-Energy</a>。</p></li><li><p style=\"text-align: left;\">买入67,187股 <a href=\"https://laohu8.com/S/KTOS\">克瑞拓斯安全防卫</a>。</p></li><li><p style=\"text-align: left;\">买入6,354股 <a href=\"https://laohu8.com/S/LLY\">礼来</a>。</p></li><li><p style=\"text-align: left;\">卖出44,330股 <a href=\"https://laohu8.com/S/BNTX\">BioNTech SE</a>。</p></li><li><p style=\"text-align: left;\">卖出228股 <a href=\"https://laohu8.com/S/BABA\">阿里巴巴</a>。</p></li></ul></body></html>\n\n</article>\n</div>\n</body>\n</html>\n","type":0,"thumbnail":"https://static.tigerbbs.com/0fb0479ff67cd3a760cdce353bcb60ed","relate_stocks":{"LLII":"REX LLY Growth & Income ETF","SPCG":"2倍做空SpaceX ETF-Tradr","KBAB":"2倍做多BABA ETF-KraneShares","KTUP":"T-Rex 2X Long KTOS Daily Target ETF","DAMD":"2倍做空AMD ETF-Defiance","BABA":"阿里巴巴","BABO":"BABA期权收益策略ETF-YieldMax","AMDY":"AMD期权收益策略ETF-YieldMax","SPCH":"2倍做多SpaceX ETF-Leverage Shares","LLYX":"2倍做多LLY ETF-Defiance","ELIL":"2倍做多LLY ETF-Direxion","AMYY":"GraniteShares YieldBOOST AMD ETF","LOFF":"2倍做多SpaceX ETF-Direxion","BABU":"Direxion Daily BABA Bull 2X ETF","SPAX":"2倍做多SPACEX ETF-T-REX","BNTX":"BioNTech SE","LLYZ":"2倍做空LLY ETF-Defiance","XE":"X-Energy","ELIS":"1倍做空LLY ETF-Direxion","BABW":"Roundhill BABA WeeklyPay ETF","AMD":"美国超微公司","KTOS":"克瑞拓斯安全防卫","BBYY":"GraniteShares YieldBOOST BABA ETF","BABX":"2倍做多BABA ETF-GraniteShares","AMDD":"1倍做空AMD ETF-Direxion","SPCM":"2倍做多SpaceX ETF-Tradr","LLY":"礼来","AMDG":"2倍做多AMD ETF- Leverage Shares","SPCQ":"2倍做空SpaceX ETF-Defiance","AMDL":"2倍做多AMD ETF-GraniteShares","SPCX":"SPAC and New Issue ETF","SSPC":"2倍做空SpaceX ETF-Leverage Shares","SPCU":"2倍做多SpaceX ETF-Defiance","SNK":"2倍做空SpaceX ETF-GraniteShares","SPAL":"2倍做多Space X ETF-GraniteShares","AMDU":"Defiance Leveraged Long + Income AMD ETF","SPCF":"2倍做多SpaceX ETF-ProShares","AMUU":"2倍做多AMD ETF-Direxion","AMDW":"Roundhill AMD WeeklyPay ETF"},"source_url":"","is_english":false,"share_image_url":"https://static.laohu8.com/e9f99090a1c2ed51c021029395664489","article_id":"1127705711","content_text":"木头姐继续加仓SpaceX,减持AMD,押注商业航天、淡化芯片配置由“木头姐”Cathie Wood掌舵的ARK Invest周二继续调整投资组合,重点加码商业航天领域,同时减持半导体股。加仓 SpaceXARK旗下ARK Innovation ETF买入44,196股SpaceX,按周二收盘价149.47美元计算,交易金额约660万美元。近期,市场对SpaceX的关注持续升温,焦点之一是公司IPO协议中的一项“30%规则”。根据协议,约9.12亿股(约占符合条件非关联股东持股的20%)将于8月5日(财报公布两个交易日后)解除限售;若SpaceX股价在财报公布前10个交易日中,有5个交易日收盘价高于175.50美元(较135美元IPO价格上涨30%),则8月7日还将额外解禁约4.56亿股(约占符合条件持股的10%)。这意味着,若股价持续走强,财报后进入市场流通的股份数量反而可能增加,从而加大潜在抛压。值得一提的是,ARK周一已大举买入91.7万股SpaceX。减持 美国超微公司与此同时,ARK旗下ARKK卖出8,667股Advanced Micro Devices,按收盘价516.11美元计算,套现金额约450万美元。AMD近期股价持续承压,市场情绪偏谨慎。不过,知名财经主持人Jim Cramer认为,此轮回调反而提供了买入机会,理由是AMD在CPU和GPU领域的需求依然稳健。市场目前聚焦AMD将于8月4日公布的业绩。华尔街预计,公司第二季度每股收益(EPS)为1.55美元,营收约112.8亿美元。目前分析师整体仍维持“买入”评级,高盛、富国银行及康托·菲茨杰拉德近期均上调目标价。不过,由于估值仍处于较高水平,AMD股价在市场避险情绪升温时仍可能面临较大波动。事实上,ARK周一也已卖出约860万美元的AMD股票。其他主要交易买入607,567股 X-Energy。买入67,187股 克瑞拓斯安全防卫。买入6,354股 礼来。卖出44,330股 BioNTech SE。卖出228股 阿里巴巴。","news_type":1,"symbols_score_info":{"XE":2,"BABU":0.6,"LLY":2,"KTUP":0.6,"SPCM":0.6,"SPCX":2,"SPCF":0.6,"SPCH":0.6,"BNTX":2,"BBYY":0.6,"DAMD":0.6,"SPAL":0.6,"BABX":0.6,"SPCQ":0.6,"LLII":0.6,"SPCG":0.6,"BABW":0.6,"AMD":2,"AMDD":0.6,"BABO":0.6,"ELIS":0.6,"AMDW":0.6,"LLYZ":0.6,"AMDL":0.6,"BABA":2,"SSPC":0.6,"ELIL":0.6,"AMDU":0.6,"AMYY":0.6,"LOFF":0.6,"AMDG":0.6,"KBAB":0.6,"AMDY":0.6,"SPAX":0.6,"KTOS":2,"SPCU":0.6,"LLYX":0.6,"SNK":0.6,"AMUU":0.6}},"isVote":1,"tweetType":1,"viewCount":294,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":1,"langContent":"CN","totalScore":0},{"id":583282208330048,"gmtCreate":1783434309730,"gmtModify":1783434311462,"author":{"id":"3560418186602071","authorId":"3560418186602071","name":"畜牧教主马斯克","avatar":"https://static.tigerbbs.com/58bf1dddf2200bde0bbfcaedaadea959","crmLevel":5,"crmLevelSwitch":1,"followedFlag":false,"authorIdStr":"3560418186602071","idStr":"3560418186602071"},"themes":[],"title":"","htmlText":"<a href=\"https://laohu8.com/S/ORCL\">$甲骨文(ORCL)$ </a> 严重跑输大盘","listText":"<a href=\"https://laohu8.com/S/ORCL\">$甲骨文(ORCL)$ </a> 严重跑输大盘","text":"$甲骨文(ORCL)$ 严重跑输大盘","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":1,"commentSize":0,"repostSize":0,"link":"https://laohu8.com/post/583282208330048","isVote":1,"tweetType":1,"viewCount":242,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"CN","totalScore":0},{"id":583219531551720,"gmtCreate":1783419096965,"gmtModify":1783419099712,"author":{"id":"3560418186602071","authorId":"3560418186602071","name":"畜牧教主马斯克","avatar":"https://static.tigerbbs.com/58bf1dddf2200bde0bbfcaedaadea959","crmLevel":5,"crmLevelSwitch":1,"followedFlag":false,"authorIdStr":"3560418186602071","idStr":"3560418186602071"},"themes":[],"title":"","htmlText":"一切都是为了股价,老套路","listText":"一切都是为了股价,老套路","text":"一切都是为了股价,老套路","images":[{"img":"https://static.tigerbbs.com/8bce2d630c2182b0b4b34a536b02f36e"}],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":0,"commentSize":0,"repostSize":0,"link":"https://laohu8.com/post/583219531551720","repostId":"2649076486","repostType":2,"repost":{"id":"2649076486","kind":"highlight","weMediaInfo":{"introduction":"关注这个时代最好的产品。","home_visible":1,"media_name":"爱范儿","id":"42","head_image":"https://static.tigerbbs.com/384340b6936a4f9292b94681dcd63984"},"pubTimestamp":1783396800,"share":"https://www.laohu8.com/m/news/2649076486?lang=zh_CN&edition=full","pubTime":"2026-07-07 12:00","market":"hk","language":"zh","title":"马斯克不造 iPhone,但他想让手机替你赚钱","url":"https://stock-news.laohu8.com/highlight/detail?id=2649076486","media":"爱范儿","summary":"图|Jonathan Raa这两者撞期,尽管被马斯克光速否认,但很难不让人想象他其实是在暗中规划一个“手机类”产品的。当年 11 月底,马斯克与蒂姆·库克会面之后,App Store 风波迅速降温,推特手机也就没了下文。图|纽约时报到了 2024 年,马斯克对于“造手机”的态度又发生了转变,这一次的原因则是 AI。随后,在网友向马斯克要求一款类似的“Grok phone”之后,马斯克通过各种渠道表态道:……我希望在所有业务场合都把 iPhone 锁进法拉第笼里……","content":"<html><body><div><p><span arial=\"\" blinkmacsystemfont=\"\" gb=\"\" leaf=\"\" neue=\"\" normal=\"\" pingfang=\"\" sans=\"\" sans-serif=\"\" sc=\"\" system-ui=\"\" ui=\"\" yahei=\"\"><span textstyle=\"\">作为那个被戏称为“被网友怂恿着买下 Twitter”的男人,埃隆·马斯克总能在新产品方面给大家出点新花样。</span></span></p><p arial=\"\" blinkmacsystemfont=\"\" gb=\"\" neue=\"\" nodeleaf=\"\" normal=\"\" pingfang=\"\" sans=\"\" sans-serif=\"\" sc=\"\" system-ui=\"\" ui=\"\" yahei=\"\"><img src=\"https://static.tigerbbs.com/0e5319a2af6e4413b3e9573ec72f9f50\"/></p><p><span arial=\"\" blinkmacsystemfont=\"\" gb=\"\" leaf=\"\" neue=\"\" normal=\"\" pingfang=\"\" sans=\"\" sans-serif=\"\" sc=\"\" system-ui=\"\" ui=\"\" yahei=\"\"><span textstyle=\"\">这种新花样也一直持续到了如今 SpaceX 和 xAI 的时代。</span></span></p><p><span arial=\"\" blinkmacsystemfont=\"\" gb=\"\" leaf=\"\" neue=\"\" normal=\"\" pingfang=\"\" sans=\"\" sans-serif=\"\" sc=\"\" system-ui=\"\" ui=\"\" yahei=\"\"><span textstyle=\"\">前几天,《华尔街日报》报出了一条有趣的爆料:</span></span></p><blockquote><p><span leaf=\"\"><span textstyle=\"\">SpaceX 据称向投资者展示了一款“形态近似手机”的新型 AI 终端原型机(a handset-like AI device prototype),这款设备将使用自有操作系统和<a href=\"https://laohu8.com/S/QCOM\">高通</a>骁龙芯片,支持各种 xAI 技术,目前仍处在项目早期阶段、不一定会量产。</span></span></p></blockquote><p><span arial=\"\" blinkmacsystemfont=\"\" gb=\"\" leaf=\"\" neue=\"\" normal=\"\" pingfang=\"\" sans=\"\" sans-serif=\"\" sc=\"\" system-ui=\"\" ui=\"\" yahei=\"\"><span textstyle=\"\">虽然《华尔街日报》的用词很严谨,但这条消息很快经过互联网发酵,变成了</span></span><strong><span arial=\"\" blinkmacsystemfont=\"\" gb=\"\" leaf=\"\" neue=\"\" normal=\"\" pingfang=\"\" sans=\"\" sans-serif=\"\" sc=\"\" system-ui=\"\" ui=\"\" yahei=\"\"><span textstyle=\"\">“SpaceX 打算造手机”</span></span></strong><span arial=\"\" blinkmacsystemfont=\"\" gb=\"\" leaf=\"\" neue=\"\" normal=\"\" pingfang=\"\" sans=\"\" sans-serif=\"\" sc=\"\" system-ui=\"\" ui=\"\" yahei=\"\"><span textstyle=\"\">。</span></span></p><p arial=\"\" blinkmacsystemfont=\"\" gb=\"\" neue=\"\" nodeleaf=\"\" normal=\"\" pingfang=\"\" sans=\"\" sans-serif=\"\" sc=\"\" system-ui=\"\" ui=\"\" yahei=\"\"><img src=\"https://static.tigerbbs.com/26290dce595a471abda6e87ab6c18157\"/></p><p><span arial=\"\" blinkmacsystemfont=\"\" gb=\"\" leaf=\"\" neue=\"\" normal=\"\" pingfang=\"\" sans=\"\" sans-serif=\"\" sc=\"\" system-ui=\"\" ui=\"\" yahei=\"\"><span textstyle=\"\">图|LsA magazine</span></span></p><p><span arial=\"\" blinkmacsystemfont=\"\" gb=\"\" leaf=\"\" neue=\"\" normal=\"\" pingfang=\"\" sans=\"\" sans-serif=\"\" sc=\"\" system-ui=\"\" ui=\"\" yahei=\"\"><span textstyle=\"\">面对这种越传越邪的消息,马斯克也一贯有啥说啥,在 X 上迅速回应道“Utterly false”,澄清 SpaceX 不打算造手机。</span></span></p><p><span arial=\"\" blinkmacsystemfont=\"\" gb=\"\" leaf=\"\" neue=\"\" normal=\"\" pingfang=\"\" sans=\"\" sans-serif=\"\" sc=\"\" system-ui=\"\" ui=\"\" yahei=\"\"><span textstyle=\"\">只不过在这个时间点,马斯克的否认看上去有点“欲盖弥彰”。</span></span></p><p><span arial=\"\" blinkmacsystemfont=\"\" gb=\"\" leaf=\"\" neue=\"\" normal=\"\" pingfang=\"\" sans=\"\" sans-serif=\"\" sc=\"\" system-ui=\"\" ui=\"\" yahei=\"\"><span textstyle=\"\">就在 6 月末,《金融时报》报道称:</span></span></p><blockquote><p><span leaf=\"\"><span textstyle=\"\">SpaceX 刚刚向投资者确认,计划向美国地区的消费者提供基于星链的手机卫星上网 Starlink mobile service 服务,与传统手机运营商形成业务竞争。</span></span></p></blockquote><p arial=\"\" blinkmacsystemfont=\"\" gb=\"\" neue=\"\" nodeleaf=\"\" normal=\"\" pingfang=\"\" sans=\"\" sans-serif=\"\" sc=\"\" system-ui=\"\" ui=\"\" yahei=\"\"><img src=\"https://static.tigerbbs.com/a2b548e7f859454d942b722d78cb5141\"/></p><p><span arial=\"\" blinkmacsystemfont=\"\" gb=\"\" leaf=\"\" neue=\"\" normal=\"\" pingfang=\"\" sans=\"\" sans-serif=\"\" sc=\"\" system-ui=\"\" ui=\"\" yahei=\"\"><span textstyle=\"\">图|Jonathan Raa</span></span></p><p><span arial=\"\" blinkmacsystemfont=\"\" gb=\"\" leaf=\"\" neue=\"\" normal=\"\" pingfang=\"\" sans=\"\" sans-serif=\"\" sc=\"\" system-ui=\"\" ui=\"\" yahei=\"\"><span textstyle=\"\">这两者撞期,尽管被马斯克光速否认,但很难不让人想象他其实是在暗中规划一个“手机类”产品的。</span></span></p><p><span arial=\"\" blinkmacsystemfont=\"\" gb=\"\" leaf=\"\" neue=\"\" normal=\"\" pingfang=\"\" sans=\"\" sans-serif=\"\" sc=\"\" system-ui=\"\" ui=\"\" yahei=\"\"><span textstyle=\"\">或者更严谨一些:</span></span><strong><span arial=\"\" blinkmacsystemfont=\"\" gb=\"\" leaf=\"\" neue=\"\" normal=\"\" pingfang=\"\" sans=\"\" sans-serif=\"\" sc=\"\" system-ui=\"\" ui=\"\" yahei=\"\"><span textstyle=\"\">那台开发中的“</span></span></strong><strong><span arial=\"\" blinkmacsystemfont=\"\" gb=\"\" leaf=\"\" neue=\"\" normal=\"\" pingfang=\"\" sans=\"\" sans-serif=\"\" sc=\"\" system-ui=\"\" ui=\"\" yahei=\"\"><span textstyle=\"\">AI</span></span></strong><strong><span arial=\"\" blinkmacsystemfont=\"\" gb=\"\" leaf=\"\" neue=\"\" normal=\"\" pingfang=\"\" sans=\"\" sans-serif=\"\" sc=\"\" system-ui=\"\" ui=\"\" yahei=\"\"><span textstyle=\"\"> 终端”在定义上不是手机,但具有通过星链联网的能力。</span></span></strong></p><h3><span arial=\"\" blinkmacsystemfont=\"\" gb=\"\" leaf=\"\" neue=\"\" normal=\"\" pingfang=\"\" sans=\"\" sans-serif=\"\" sc=\"\" system-ui=\"\" ui=\"\" yahei=\"\"><span textstyle=\"\">马牌手机,行之有年</span></span></h3><p><span arial=\"\" blinkmacsystemfont=\"\" gb=\"\" leaf=\"\" neue=\"\" normal=\"\" pingfang=\"\" sans=\"\" sans-serif=\"\" sc=\"\" system-ui=\"\" ui=\"\" yahei=\"\"><span textstyle=\"\">从目前已知的信息来看,SpaceX 这个传闻中的设备肯定不会是传统手机。</span></span></p><p><span arial=\"\" blinkmacsystemfont=\"\" gb=\"\" leaf=\"\" neue=\"\" normal=\"\" pingfang=\"\" sans=\"\" sans-serif=\"\" sc=\"\" system-ui=\"\" ui=\"\" yahei=\"\"><span textstyle=\"\">作为一款“手持 AI 设备”,它更可能是一个以 Grok/xAI、本地推理、卫星蜂窝混合连接为基础,再加上马斯克的一堆 X app 生态为核心的 AI 终端。</span></span></p><p arial=\"\" blinkmacsystemfont=\"\" gb=\"\" neue=\"\" nodeleaf=\"\" normal=\"\" pingfang=\"\" sans=\"\" sans-serif=\"\" sc=\"\" system-ui=\"\" ui=\"\" yahei=\"\"><img src=\"https://static.tigerbbs.com/55f117f0ca8a428d8696a859d78a6371\"/></p><p><span arial=\"\" blinkmacsystemfont=\"\" gb=\"\" leaf=\"\" neue=\"\" normal=\"\" pingfang=\"\" sans=\"\" sans-serif=\"\" sc=\"\" system-ui=\"\" ui=\"\" yahei=\"\"><span textstyle=\"\">图|PCMag</span></span></p><p><span arial=\"\" blinkmacsystemfont=\"\" gb=\"\" leaf=\"\" neue=\"\" normal=\"\" pingfang=\"\" sans=\"\" sans-serif=\"\" sc=\"\" system-ui=\"\" ui=\"\" yahei=\"\"><span textstyle=\"\">但让这件事能够发酵的,不仅是 SpaceX 近期成功上市、盘中估值最高冲到约 2.25 万亿美元,还有一部分要归功于马斯克自己——</span></span></p><p><strong><span arial=\"\" blinkmacsystemfont=\"\" gb=\"\" leaf=\"\" neue=\"\" normal=\"\" pingfang=\"\" sans=\"\" sans-serif=\"\" sc=\"\" system-ui=\"\" ui=\"\" yahei=\"\"><span textstyle=\"\">作为一个向来想到什么就说出来的企业家,马斯克嚷嚷自己造手机这件事都不是一两年、而是“行之有年”了。</span></span></strong></p><p arial=\"\" blinkmacsystemfont=\"\" gb=\"\" neue=\"\" nodeleaf=\"\" normal=\"\" pingfang=\"\" sans=\"\" sans-serif=\"\" sc=\"\" system-ui=\"\" ui=\"\" yahei=\"\"><img src=\"https://static.tigerbbs.com/6f46f31694c14601b595948e64728572\"/></p><p><span arial=\"\" blinkmacsystemfont=\"\" gb=\"\" leaf=\"\" neue=\"\" normal=\"\" pingfang=\"\" sans=\"\" sans-serif=\"\" sc=\"\" system-ui=\"\" ui=\"\" yahei=\"\"><span textstyle=\"\">图|路透社</span></span></p><p><span arial=\"\" blinkmacsystemfont=\"\" gb=\"\" leaf=\"\" neue=\"\" normal=\"\" pingfang=\"\" sans=\"\" sans-serif=\"\" sc=\"\" system-ui=\"\" ui=\"\" yahei=\"\"><span textstyle=\"\">早在 2022 年末,推特还叫“推特”的时候,马斯克曾经就推特的内容审核、内购分成和分发权等等与<a href=\"https://laohu8.com/S/AAPL\">苹果</a>产生过分歧。</span></span></p><p><span arial=\"\" blinkmacsystemfont=\"\" gb=\"\" leaf=\"\" neue=\"\" normal=\"\" pingfang=\"\" sans=\"\" sans-serif=\"\" sc=\"\" system-ui=\"\" ui=\"\" yahei=\"\"><span textstyle=\"\">在这种背景下,有网友询问马斯克“如果 App Store 下架推特,你会做替代手机吗”,马斯克回答:</span></span></p><blockquote><p><span leaf=\"\">我当然不希望事情走到那一步,但你说的没错,如果没有别的选择,我会造一台替代性的手机出来。</span></p></blockquote><p arial=\"\" blinkmacsystemfont=\"\" gb=\"\" neue=\"\" nodeleaf=\"\" normal=\"\" pingfang=\"\" sans=\"\" sans-serif=\"\" sc=\"\" system-ui=\"\" ui=\"\" yahei=\"\"><img src=\"https://static.tigerbbs.com/606150c365e14c4b8e86f48644b3c604\"/></p><p><span arial=\"\" blinkmacsystemfont=\"\" gb=\"\" leaf=\"\" neue=\"\" normal=\"\" pingfang=\"\" sans=\"\" sans-serif=\"\" sc=\"\" system-ui=\"\" ui=\"\" yahei=\"\"><span textstyle=\"\">当年 11 月底,马斯克与蒂姆·库克会面之后,App Store 风波迅速降温,推特手机也就没了下文。</span></span></p><p><span arial=\"\" blinkmacsystemfont=\"\" gb=\"\" leaf=\"\" neue=\"\" normal=\"\" pingfang=\"\" sans=\"\" sans-serif=\"\" sc=\"\" system-ui=\"\" ui=\"\" yahei=\"\"><span textstyle=\"\">这在侧面程度上说明,马斯克此时宣称的“要造替代品”只是个带点火药味的表态,称不上产品规划。</span></span></p><p><span arial=\"\" blinkmacsystemfont=\"\" gb=\"\" leaf=\"\" neue=\"\" normal=\"\" pingfang=\"\" sans=\"\" sans-serif=\"\" sc=\"\" system-ui=\"\" ui=\"\" yahei=\"\"><span textstyle=\"\">在 2023 年的《<a href=\"https://laohu8.com/S/NYT\">纽约时报</a>》交易录峰会(DealBook <a href=\"https://laohu8.com/S/SMMT\">Summit</a>)中,马斯克又表示他不认为真的需要造手机——</span></span><strong><span arial=\"\" blinkmacsystemfont=\"\" gb=\"\" leaf=\"\" neue=\"\" normal=\"\" pingfang=\"\" sans=\"\" sans-serif=\"\" sc=\"\" system-ui=\"\" ui=\"\" yahei=\"\"></span></strong></p><p><strong><span arial=\"\" blinkmacsystemfont=\"\" gb=\"\" leaf=\"\" neue=\"\" normal=\"\" pingfang=\"\" sans=\"\" sans-serif=\"\" sc=\"\" system-ui=\"\" ui=\"\" yahei=\"\"><span textstyle=\"\">传统手机的“黑色方块”很难再有改进空间,自己更看好 Neuralink 的未来。</span></span></strong></p><p arial=\"\" blinkmacsystemfont=\"\" gb=\"\" neue=\"\" nodeleaf=\"\" normal=\"\" pingfang=\"\" sans=\"\" sans-serif=\"\" sc=\"\" system-ui=\"\" ui=\"\" yahei=\"\"><img src=\"https://static.tigerbbs.com/796a66c554404575b302d221208536fb\"/></p><p><span arial=\"\" blinkmacsystemfont=\"\" gb=\"\" leaf=\"\" neue=\"\" normal=\"\" pingfang=\"\" sans=\"\" sans-serif=\"\" sc=\"\" system-ui=\"\" ui=\"\" yahei=\"\"><span textstyle=\"\">图|纽约时报</span></span></p><p><span arial=\"\" blinkmacsystemfont=\"\" gb=\"\" leaf=\"\" neue=\"\" normal=\"\" pingfang=\"\" sans=\"\" sans-serif=\"\" sc=\"\" system-ui=\"\" ui=\"\" yahei=\"\"><span textstyle=\"\">到了 2024 年,马斯克对于“造手机”的态度又发生了转变,这一次的原因则是 AI。</span></span></p><p><span arial=\"\" blinkmacsystemfont=\"\" gb=\"\" leaf=\"\" neue=\"\" normal=\"\" pingfang=\"\" sans=\"\" sans-serif=\"\" sc=\"\" system-ui=\"\" ui=\"\" yahei=\"\"><span textstyle=\"\">2024 年 6 月,苹果公布初版 Apple Intelligence 并宣布与 OpenAI 合作之后,马斯克就开始批评这种集成是巨大的安全风险。</span></span></p><p><span arial=\"\" blinkmacsystemfont=\"\" gb=\"\" leaf=\"\" neue=\"\" normal=\"\" pingfang=\"\" sans=\"\" sans-serif=\"\" sc=\"\" system-ui=\"\" ui=\"\" yahei=\"\"><span textstyle=\"\">随后,在网友向马斯克要求一款类似的“Grok phone”之后,马斯克通过各种渠道表态道:</span></span></p><blockquote><p><span leaf=\"\"><span textstyle=\"\">……我希望在所有业务场合都把 iPhone 锁进法拉第笼里……如果苹果真的把 AI 间谍软件(AI spyware)整合进系统,我真的可能需要考虑一下(造手机)了。</span></span></p></blockquote><p arial=\"\" blinkmacsystemfont=\"\" gb=\"\" neue=\"\" nodeleaf=\"\" normal=\"\" pingfang=\"\" sans=\"\" sans-serif=\"\" sc=\"\" system-ui=\"\" ui=\"\" yahei=\"\"><img src=\"https://static.tigerbbs.com/ff5e31de1ab640c18a65749459191dbd\"/></p><p><span arial=\"\" blinkmacsystemfont=\"\" gb=\"\" leaf=\"\" neue=\"\" normal=\"\" pingfang=\"\" sans=\"\" sans-serif=\"\" sc=\"\" system-ui=\"\" ui=\"\" yahei=\"\"><span textstyle=\"\">图|Ars Technica</span></span></p><p><span arial=\"\" blinkmacsystemfont=\"\" gb=\"\" leaf=\"\" neue=\"\" normal=\"\" pingfang=\"\" sans=\"\" sans-serif=\"\" sc=\"\" system-ui=\"\" ui=\"\" yahei=\"\"><span textstyle=\"\">当时间来到 2025 年,马斯克对于“X 手机”的看法从“除非万不得已否则不造”的程度缓和了一些。</span></span></p><p><span arial=\"\" blinkmacsystemfont=\"\" gb=\"\" leaf=\"\" neue=\"\" normal=\"\" pingfang=\"\" sans=\"\" sans-serif=\"\" sc=\"\" system-ui=\"\" ui=\"\" yahei=\"\"><span textstyle=\"\">在接受知名播客 The Joe Rogan Experience 的访谈时,马斯克基于 AI 的应用场景,给出了一个更加乐观的评价:</span></span></p><blockquote><p><span leaf=\"\"><span textstyle=\"\">未来不会有传统意义上的手机,也不会有传统操作系统和 app,手机本身会成为 AI 推理边缘节点,与服务器端 AI 协作,并尽可能在本地运行 AI 以降低带宽。</span></span></p></blockquote><p><span arial=\"\" blinkmacsystemfont=\"\" gb=\"\" leaf=\"\" neue=\"\" normal=\"\" pingfang=\"\" sans=\"\" sans-serif=\"\" sc=\"\" system-ui=\"\" ui=\"\" yahei=\"\"><span textstyle=\"\">这种观点与马斯克之后对“手持星链终端”的表态基本一致,也与 Starlink 与 T-Mobile 合作的卫星网络业务方向一致。</span></span></p><p><strong><span arial=\"\" blinkmacsystemfont=\"\" gb=\"\" leaf=\"\" neue=\"\" normal=\"\" pingfang=\"\" sans=\"\" sans-serif=\"\" sc=\"\" system-ui=\"\" ui=\"\" yahei=\"\"><span textstyle=\"\">只不过在那次播客中,马斯克给网络的主要贡献不是什么洞见,而是在录音棚“吸嗨”的截图:</span></span></strong></p><p arial=\"\" blinkmacsystemfont=\"\" gb=\"\" neue=\"\" nodeleaf=\"\" normal=\"\" pingfang=\"\" sans=\"\" sans-serif=\"\" sc=\"\" system-ui=\"\" ui=\"\" yahei=\"\"><img src=\"https://static.tigerbbs.com/d7e474c7001c4c9ca0ecc94f0967b0cc\"/></p><p><span arial=\"\" blinkmacsystemfont=\"\" gb=\"\" leaf=\"\" neue=\"\" normal=\"\" pingfang=\"\" sans=\"\" sans-serif=\"\" sc=\"\" system-ui=\"\" ui=\"\" yahei=\"\"><span textstyle=\"\">图|YouTube @PowerfulJRE</span></span></p><p><span arial=\"\" blinkmacsystemfont=\"\" gb=\"\" leaf=\"\" neue=\"\" normal=\"\" pingfang=\"\" sans=\"\" sans-serif=\"\" sc=\"\" system-ui=\"\" ui=\"\" yahei=\"\"><span textstyle=\"\">总的来说,从马斯克历年的各种态度来看,</span><span textstyle=\"\">他本人其实</span></span><strong><span arial=\"\" blinkmacsystemfont=\"\" gb=\"\" leaf=\"\" neue=\"\" normal=\"\" pingfang=\"\" sans=\"\" sans-serif=\"\" sc=\"\" system-ui=\"\" ui=\"\" yahei=\"\"><span textstyle=\"\">并不热衷手机行业</span></span></strong><span arial=\"\" blinkmacsystemfont=\"\" gb=\"\" leaf=\"\" neue=\"\" normal=\"\" pingfang=\"\" sans=\"\" sans-serif=\"\" sc=\"\" system-ui=\"\" ui=\"\" yahei=\"\"><span textstyle=\"\">,更多时候还是将“造手机”作为造势话题或者潜在细分业务看待。</span></span></p><p><span arial=\"\" blinkmacsystemfont=\"\" gb=\"\" leaf=\"\" neue=\"\" normal=\"\" pingfang=\"\" sans=\"\" sans-serif=\"\" sc=\"\" system-ui=\"\" ui=\"\" yahei=\"\"><span textstyle=\"\">只不过到了如今同时坐拥 SpaceX、Starlink 和 xAI 业务的时候,即使不看手机,“手持 AI 硬件”也是马斯克生意里躲不开的下一步。</span></span></p><p><span arial=\"\" blinkmacsystemfont=\"\" gb=\"\" leaf=\"\" neue=\"\" normal=\"\" pingfang=\"\" sans=\"\" sans-serif=\"\" sc=\"\" system-ui=\"\" ui=\"\" yahei=\"\"><span textstyle=\"\">也是在这种背景下,传闻中的“SpaceX 手持设备”虽然不大可能是个手机,但的确存在一种非常有潜力的业务模式——</span></span></p><p><strong><span arial=\"\" blinkmacsystemfont=\"\" gb=\"\" leaf=\"\" neue=\"\" normal=\"\" pingfang=\"\" sans=\"\" sans-serif=\"\" sc=\"\" system-ui=\"\" ui=\"\" yahei=\"\"><span textstyle=\"\">Robotaxi 出租车模式。</span></span></strong></p><h3><span arial=\"\" blinkmacsystemfont=\"\" gb=\"\" leaf=\"\" neue=\"\" normal=\"\" pingfang=\"\" sans=\"\" sans-serif=\"\" sc=\"\" system-ui=\"\" ui=\"\" yahei=\"\"><span textstyle=\"\">出租手机,出租算力</span></span></h3><p><span arial=\"\" blinkmacsystemfont=\"\" gb=\"\" leaf=\"\" neue=\"\" normal=\"\" pingfang=\"\" sans=\"\" sans-serif=\"\" sc=\"\" system-ui=\"\" ui=\"\" yahei=\"\"><span textstyle=\"\">以防你不知道,Robotaxi 是特斯拉的自动驾驶出租车业务,目前正在美国几个城市试点运行,是 Waymo 自动出租车的主要对手:</span></span></p><p arial=\"\" blinkmacsystemfont=\"\" gb=\"\" neue=\"\" nodeleaf=\"\" normal=\"\" pingfang=\"\" sans=\"\" sans-serif=\"\" sc=\"\" system-ui=\"\" ui=\"\" yahei=\"\"><img src=\"https://static.tigerbbs.com/2e483ffaa6f04b61bb3b545f1ed40e33\"/></p><p><span arial=\"\" blinkmacsystemfont=\"\" gb=\"\" leaf=\"\" neue=\"\" normal=\"\" pingfang=\"\" sans=\"\" sans-serif=\"\" sc=\"\" system-ui=\"\" ui=\"\" yahei=\"\"><span textstyle=\"\">图|路透社</span></span></p><p><span arial=\"\" blinkmacsystemfont=\"\" gb=\"\" leaf=\"\" neue=\"\" normal=\"\" pingfang=\"\" sans=\"\" sans-serif=\"\" sc=\"\" system-ui=\"\" ui=\"\" yahei=\"\"><span textstyle=\"\">和现在 Robotaxi“小心翼翼”地铺开自动驾驶模式不同,在 2016 年出租车项目露面之初,曾有过一个相当狂野的业务设想:</span></span></p><blockquote><p><span leaf=\"\"><span textstyle=\"\">用户自己购买的特斯拉平时正常使用,如果报名了 <a href=\"https://laohu8.com/S/TSLA\">Tesla</a> Shared Fleet,则可以让自己的车在闲置时“自动驾驶出门拉客”,特斯拉负责提供一个抽成制的网约车平台、车队替补和保险等相关服务。</span></span></p></blockquote><p><span arial=\"\" blinkmacsystemfont=\"\" gb=\"\" leaf=\"\" neue=\"\" normal=\"\" pingfang=\"\" sans=\"\" sans-serif=\"\" sc=\"\" system-ui=\"\" ui=\"\" yahei=\"\"><span textstyle=\"\">虽然现在的 Robotaxi 尚处在“特斯拉提供车队”阶段,还没涉及到车主报名,这个业务模式对于“SpaceX 手机”却是完全可行的。</span></span></p><p arial=\"\" blinkmacsystemfont=\"\" gb=\"\" neue=\"\" nodeleaf=\"\" normal=\"\" pingfang=\"\" sans=\"\" sans-serif=\"\" sc=\"\" system-ui=\"\" ui=\"\" yahei=\"\"><img src=\"https://static.tigerbbs.com/8be3c1e376204331acb67135bc96c365\"/></p><p><span arial=\"\" blinkmacsystemfont=\"\" gb=\"\" leaf=\"\" neue=\"\" normal=\"\" pingfang=\"\" sans=\"\" sans-serif=\"\" sc=\"\" system-ui=\"\" ui=\"\" yahei=\"\"><span textstyle=\"\">图|PCMag</span></span></p><p><span arial=\"\" blinkmacsystemfont=\"\" gb=\"\" leaf=\"\" neue=\"\" normal=\"\" pingfang=\"\" sans=\"\" sans-serif=\"\" sc=\"\" system-ui=\"\" ui=\"\" yahei=\"\"><span textstyle=\"\">比如基于马斯克目前宣称的“手机本身会成为 AI 推理边缘节点”,我们可以设想一种 SpaceX 以 Robotaxi 模式销售 AI 终端的方式:</span></span></p><p><span arial=\"\" blinkmacsystemfont=\"\" gb=\"\" leaf=\"\" neue=\"\" normal=\"\" pingfang=\"\" sans=\"\" sans-serif=\"\" sc=\"\" system-ui=\"\" ui=\"\" yahei=\"\"><span textstyle=\"\">SpaceX 将这样一台 AI 终端卖给你,并提供星链上网、SuperGrok、X Premium 和一个智能体 OS,用户平时把它当成“手机伴侣”正常使用:</span></span></p><p arial=\"\" blinkmacsystemfont=\"\" gb=\"\" neue=\"\" nodeleaf=\"\" normal=\"\" pingfang=\"\" sans=\"\" sans-serif=\"\" sc=\"\" system-ui=\"\" ui=\"\" yahei=\"\"><img src=\"https://static.tigerbbs.com/c965738f2a254dbd9288b5343b658bc2\"/></p><p><span arial=\"\" blinkmacsystemfont=\"\" gb=\"\" leaf=\"\" neue=\"\" normal=\"\" pingfang=\"\" sans=\"\" sans-serif=\"\" sc=\"\" system-ui=\"\" ui=\"\" yahei=\"\"><span textstyle=\"\">图|WIRED</span></span></p><p><strong><span arial=\"\" blinkmacsystemfont=\"\" gb=\"\" leaf=\"\" neue=\"\" normal=\"\" pingfang=\"\" sans=\"\" sans-serif=\"\" sc=\"\" system-ui=\"\" ui=\"\" yahei=\"\"><span textstyle=\"\">而在闲置时段(比如夜间睡觉充电),这台设备可以作为整个 xAI 计算网络的一个节点,为邻近设备或者其它时区的用户提供算力。</span></span></strong></p><p><strong><span arial=\"\" blinkmacsystemfont=\"\" gb=\"\" leaf=\"\" neue=\"\" normal=\"\" pingfang=\"\" sans=\"\" sans-serif=\"\" sc=\"\" system-ui=\"\" ui=\"\" yahei=\"\"><span textstyle=\"\">重点在于,SpaceX 或者 xAI 会以此为凭据,向用户提供一定比例的报酬。</span></span></strong></p><p><span arial=\"\" blinkmacsystemfont=\"\" gb=\"\" leaf=\"\" neue=\"\" normal=\"\" pingfang=\"\" sans=\"\" sans-serif=\"\" sc=\"\" system-ui=\"\" ui=\"\" yahei=\"\"><span textstyle=\"\">这样一来,你购买的“SpaceX 手机”实质上就是一辆 Robotaxi ——平时自己用,闲置的时候出门帮你赚钱。</span></span></p><p><span arial=\"\" blinkmacsystemfont=\"\" gb=\"\" leaf=\"\" neue=\"\" normal=\"\" pingfang=\"\" sans=\"\" sans-serif=\"\" sc=\"\" system-ui=\"\" ui=\"\" yahei=\"\"><span textstyle=\"\">并且由于手机的形态和使用方式,它作为边缘计算节点只需要提供硬件,在做好软件隔离的前提下,隐私和资产风险都比 Robotaxi 小得多。</span></span></p><p arial=\"\" blinkmacsystemfont=\"\" gb=\"\" neue=\"\" nodeleaf=\"\" normal=\"\" pingfang=\"\" sans=\"\" sans-serif=\"\" sc=\"\" system-ui=\"\" ui=\"\" yahei=\"\"><img src=\"https://static.tigerbbs.com/a991f860a8a44f30a2c039591f026e93\"/></p><p><span arial=\"\" blinkmacsystemfont=\"\" gb=\"\" leaf=\"\" neue=\"\" normal=\"\" pingfang=\"\" sans=\"\" sans-serif=\"\" sc=\"\" system-ui=\"\" ui=\"\" yahei=\"\"><span textstyle=\"\">图|Mirantis</span></span></p><p><span arial=\"\" blinkmacsystemfont=\"\" gb=\"\" leaf=\"\" neue=\"\" normal=\"\" pingfang=\"\" sans=\"\" sans-serif=\"\" sc=\"\" system-ui=\"\" ui=\"\" yahei=\"\"><span textstyle=\"\">这种时候,“SpaceX 手机类似物”就像是一个值得落地的商业模式了。</span></span></p><p><span arial=\"\" blinkmacsystemfont=\"\" gb=\"\" leaf=\"\" neue=\"\" normal=\"\" pingfang=\"\" sans=\"\" sans-serif=\"\" sc=\"\" system-ui=\"\" ui=\"\" yahei=\"\"><span textstyle=\"\">假设有 1 亿人选择买这么一台 AI 伴侣,既有星链网络去运行云端 AI,又拥有一定的本地 AI 能力,</span></span><strong><span arial=\"\" blinkmacsystemfont=\"\" gb=\"\" leaf=\"\" neue=\"\" normal=\"\" pingfang=\"\" sans=\"\" sans-serif=\"\" sc=\"\" system-ui=\"\" ui=\"\" yahei=\"\"><span textstyle=\"\">xAI 很可能就此<a href=\"https://laohu8.com/S/01630\">建成</a>了全世界最大的移动 AI 集群。</span></span></strong></p><p arial=\"\" blinkmacsystemfont=\"\" gb=\"\" neue=\"\" nodeleaf=\"\" normal=\"\" pingfang=\"\" sans=\"\" sans-serif=\"\" sc=\"\" system-ui=\"\" ui=\"\" yahei=\"\"><img src=\"https://static.tigerbbs.com/b59355bfed9a4c4cb9aeacea85fbde42\"/></p><p><span arial=\"\" blinkmacsystemfont=\"\" gb=\"\" leaf=\"\" neue=\"\" normal=\"\" pingfang=\"\" sans=\"\" sans-serif=\"\" sc=\"\" system-ui=\"\" ui=\"\" yahei=\"\"><span textstyle=\"\">图|Atlantis</span></span></p><p><span arial=\"\" blinkmacsystemfont=\"\" gb=\"\" leaf=\"\" neue=\"\" normal=\"\" pingfang=\"\" sans=\"\" sans-serif=\"\" sc=\"\" system-ui=\"\" ui=\"\" yahei=\"\"><span textstyle=\"\">当然,这种分散、不连续的算力只能作为大规模 AI 计算中心的补充,但在“寸芯寸金”的 AI 时代,也能实打实地节省下来不少成本。</span></span></p><p><span arial=\"\" blinkmacsystemfont=\"\" gb=\"\" leaf=\"\" neue=\"\" normal=\"\" pingfang=\"\" sans=\"\" sans-serif=\"\" sc=\"\" system-ui=\"\" ui=\"\" yahei=\"\"><span textstyle=\"\">归根结底,SpaceX 可能造手机吗?不太可能。</span></span></p><p><span arial=\"\" blinkmacsystemfont=\"\" gb=\"\" leaf=\"\" neue=\"\" normal=\"\" pingfang=\"\" sans=\"\" sans-serif=\"\" sc=\"\" system-ui=\"\" ui=\"\" yahei=\"\"><span textstyle=\"\">但</span><span textstyle=\"\">用 SpaceX、星链和 xAI 联手打造一个全球化边缘计算网络</span><span textstyle=\"\">,为未来的 AI 算力部署提供一个新的思路,这听起来倒像是马斯克会干的事。</span></span></p><p><span arial=\"\" blinkmacsystemfont=\"\" gb=\"\" leaf=\"\" neue=\"\" normal=\"\" pingfang=\"\" sans=\"\" sans-serif=\"\" sc=\"\" system-ui=\"\" ui=\"\" yahei=\"\"><span textstyle=\"\">作者|马扶摇</span></span></p><p><span arial=\"\" blinkmacsystemfont=\"\" gb=\"\" leaf=\"\" neue=\"\" normal=\"\" pingfang=\"\" sans=\"\" sans-serif=\"\" sc=\"\" system-ui=\"\" ui=\"\" yahei=\"\"><span textstyle=\"\">编辑|肖钦鹏</span></span></p><p nodeleaf=\"\"><img src=\"https://static.tigerbbs.com/0c0643319553451690d783d01c2d5489\" width=\"100%\"/></p><p nodeleaf=\"\"><img src=\"https://static.tigerbbs.com/393af0db3e6c4b129516a2170fcac1d7\"/></p><p><span><img src=\"https://static.tigerbbs.com/dbb2e4b41ab2473b8175c1044f8b5053\"/></span></p><p nodeleaf=\"\"><img src=\"https://static.tigerbbs.com/09241d750ad14ffa975afd898dca5e30\"/></p></div></body></html>","source":"weixin_highlight","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>马斯克不造 iPhone,但他想让手机替你赚钱</title>\n<style 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margin: 0;line-height: 11px;}\n.small {font-size: 12.5px; display: inline-block; transform: scale(0.9); -webkit-transform: scale(0.9); transform-origin: left; -webkit-transform-origin: left;}\n.smaller {font-size: 12.5px; display: inline-block; transform: scale(0.8); -webkit-transform: scale(0.8); transform-origin: left; -webkit-transform-origin: left;}\n.bt-text {font-size: 12px;margin: 1.5em 0 0 0}\n.bt-text p {margin: 0}\n</style>\n</head>\n<body>\n<div class=\"wrapper\">\n<header>\n<h2 class=\"title\">\n马斯克不造 iPhone,但他想让手机替你赚钱\n</h2>\n\n<h4 class=\"meta\">\n\n\n<a class=\"head\" href=\"https://laohu8.com/wemedia/42\">\n\n\n<div class=\"h-thumb\" style=\"background-image:url(https://static.tigerbbs.com/384340b6936a4f9292b94681dcd63984);background-size:cover;\"></div>\n\n<div class=\"h-content\">\n<p class=\"h-name\">爱范儿 </p>\n<p class=\"h-time\">2026-07-07 12:00</p>\n</div>\n\n</a>\n\n\n</h4>\n\n</header>\n<article>\n<html><body><div><p><span arial=\"\" blinkmacsystemfont=\"\" gb=\"\" leaf=\"\" neue=\"\" normal=\"\" pingfang=\"\" sans=\"\" sans-serif=\"\" sc=\"\" system-ui=\"\" ui=\"\" yahei=\"\"><span textstyle=\"\">作为那个被戏称为“被网友怂恿着买下 Twitter”的男人,埃隆·马斯克总能在新产品方面给大家出点新花样。</span></span></p><p arial=\"\" blinkmacsystemfont=\"\" gb=\"\" neue=\"\" nodeleaf=\"\" normal=\"\" pingfang=\"\" sans=\"\" sans-serif=\"\" sc=\"\" system-ui=\"\" ui=\"\" yahei=\"\"><img src=\"https://static.tigerbbs.com/0e5319a2af6e4413b3e9573ec72f9f50\"/></p><p><span arial=\"\" blinkmacsystemfont=\"\" gb=\"\" leaf=\"\" neue=\"\" normal=\"\" pingfang=\"\" sans=\"\" sans-serif=\"\" sc=\"\" system-ui=\"\" ui=\"\" yahei=\"\"><span textstyle=\"\">这种新花样也一直持续到了如今 SpaceX 和 xAI 的时代。</span></span></p><p><span arial=\"\" blinkmacsystemfont=\"\" gb=\"\" leaf=\"\" neue=\"\" normal=\"\" pingfang=\"\" sans=\"\" sans-serif=\"\" sc=\"\" system-ui=\"\" ui=\"\" yahei=\"\"><span textstyle=\"\">前几天,《华尔街日报》报出了一条有趣的爆料:</span></span></p><blockquote><p><span leaf=\"\"><span textstyle=\"\">SpaceX 据称向投资者展示了一款“形态近似手机”的新型 AI 终端原型机(a handset-like AI device prototype),这款设备将使用自有操作系统和<a href=\"https://laohu8.com/S/QCOM\">高通</a>骁龙芯片,支持各种 xAI 技术,目前仍处在项目早期阶段、不一定会量产。</span></span></p></blockquote><p><span arial=\"\" blinkmacsystemfont=\"\" gb=\"\" leaf=\"\" neue=\"\" normal=\"\" pingfang=\"\" sans=\"\" sans-serif=\"\" sc=\"\" system-ui=\"\" ui=\"\" yahei=\"\"><span textstyle=\"\">虽然《华尔街日报》的用词很严谨,但这条消息很快经过互联网发酵,变成了</span></span><strong><span arial=\"\" blinkmacsystemfont=\"\" gb=\"\" leaf=\"\" neue=\"\" normal=\"\" pingfang=\"\" sans=\"\" sans-serif=\"\" sc=\"\" system-ui=\"\" ui=\"\" yahei=\"\"><span textstyle=\"\">“SpaceX 打算造手机”</span></span></strong><span arial=\"\" blinkmacsystemfont=\"\" gb=\"\" leaf=\"\" neue=\"\" normal=\"\" pingfang=\"\" sans=\"\" sans-serif=\"\" sc=\"\" system-ui=\"\" ui=\"\" yahei=\"\"><span textstyle=\"\">。</span></span></p><p arial=\"\" blinkmacsystemfont=\"\" gb=\"\" neue=\"\" nodeleaf=\"\" normal=\"\" pingfang=\"\" sans=\"\" sans-serif=\"\" sc=\"\" system-ui=\"\" ui=\"\" yahei=\"\"><img src=\"https://static.tigerbbs.com/26290dce595a471abda6e87ab6c18157\"/></p><p><span arial=\"\" blinkmacsystemfont=\"\" gb=\"\" leaf=\"\" neue=\"\" normal=\"\" pingfang=\"\" sans=\"\" sans-serif=\"\" sc=\"\" system-ui=\"\" ui=\"\" yahei=\"\"><span textstyle=\"\">图|LsA magazine</span></span></p><p><span arial=\"\" blinkmacsystemfont=\"\" gb=\"\" leaf=\"\" neue=\"\" normal=\"\" pingfang=\"\" sans=\"\" sans-serif=\"\" sc=\"\" system-ui=\"\" ui=\"\" yahei=\"\"><span textstyle=\"\">面对这种越传越邪的消息,马斯克也一贯有啥说啥,在 X 上迅速回应道“Utterly false”,澄清 SpaceX 不打算造手机。</span></span></p><p><span arial=\"\" blinkmacsystemfont=\"\" gb=\"\" leaf=\"\" neue=\"\" normal=\"\" pingfang=\"\" sans=\"\" sans-serif=\"\" sc=\"\" system-ui=\"\" ui=\"\" yahei=\"\"><span textstyle=\"\">只不过在这个时间点,马斯克的否认看上去有点“欲盖弥彰”。</span></span></p><p><span arial=\"\" blinkmacsystemfont=\"\" gb=\"\" leaf=\"\" neue=\"\" normal=\"\" pingfang=\"\" sans=\"\" sans-serif=\"\" sc=\"\" system-ui=\"\" ui=\"\" yahei=\"\"><span textstyle=\"\">就在 6 月末,《金融时报》报道称:</span></span></p><blockquote><p><span leaf=\"\"><span textstyle=\"\">SpaceX 刚刚向投资者确认,计划向美国地区的消费者提供基于星链的手机卫星上网 Starlink mobile service 服务,与传统手机运营商形成业务竞争。</span></span></p></blockquote><p arial=\"\" blinkmacsystemfont=\"\" gb=\"\" neue=\"\" nodeleaf=\"\" normal=\"\" pingfang=\"\" sans=\"\" sans-serif=\"\" sc=\"\" system-ui=\"\" ui=\"\" yahei=\"\"><img src=\"https://static.tigerbbs.com/a2b548e7f859454d942b722d78cb5141\"/></p><p><span arial=\"\" blinkmacsystemfont=\"\" gb=\"\" leaf=\"\" neue=\"\" normal=\"\" pingfang=\"\" sans=\"\" sans-serif=\"\" sc=\"\" system-ui=\"\" ui=\"\" yahei=\"\"><span textstyle=\"\">图|Jonathan Raa</span></span></p><p><span arial=\"\" blinkmacsystemfont=\"\" gb=\"\" leaf=\"\" neue=\"\" normal=\"\" pingfang=\"\" sans=\"\" sans-serif=\"\" sc=\"\" system-ui=\"\" ui=\"\" yahei=\"\"><span textstyle=\"\">这两者撞期,尽管被马斯克光速否认,但很难不让人想象他其实是在暗中规划一个“手机类”产品的。</span></span></p><p><span arial=\"\" blinkmacsystemfont=\"\" gb=\"\" leaf=\"\" neue=\"\" normal=\"\" pingfang=\"\" sans=\"\" sans-serif=\"\" sc=\"\" system-ui=\"\" ui=\"\" yahei=\"\"><span textstyle=\"\">或者更严谨一些:</span></span><strong><span arial=\"\" blinkmacsystemfont=\"\" gb=\"\" leaf=\"\" neue=\"\" normal=\"\" pingfang=\"\" sans=\"\" sans-serif=\"\" sc=\"\" system-ui=\"\" ui=\"\" yahei=\"\"><span textstyle=\"\">那台开发中的“</span></span></strong><strong><span arial=\"\" blinkmacsystemfont=\"\" gb=\"\" leaf=\"\" neue=\"\" normal=\"\" pingfang=\"\" sans=\"\" sans-serif=\"\" sc=\"\" system-ui=\"\" ui=\"\" yahei=\"\"><span textstyle=\"\">AI</span></span></strong><strong><span arial=\"\" blinkmacsystemfont=\"\" gb=\"\" leaf=\"\" neue=\"\" normal=\"\" pingfang=\"\" sans=\"\" sans-serif=\"\" sc=\"\" system-ui=\"\" ui=\"\" yahei=\"\"><span textstyle=\"\"> 终端”在定义上不是手机,但具有通过星链联网的能力。</span></span></strong></p><h3><span arial=\"\" blinkmacsystemfont=\"\" gb=\"\" leaf=\"\" neue=\"\" normal=\"\" pingfang=\"\" sans=\"\" sans-serif=\"\" sc=\"\" system-ui=\"\" ui=\"\" yahei=\"\"><span textstyle=\"\">马牌手机,行之有年</span></span></h3><p><span arial=\"\" blinkmacsystemfont=\"\" gb=\"\" leaf=\"\" neue=\"\" normal=\"\" pingfang=\"\" sans=\"\" sans-serif=\"\" sc=\"\" system-ui=\"\" ui=\"\" yahei=\"\"><span textstyle=\"\">从目前已知的信息来看,SpaceX 这个传闻中的设备肯定不会是传统手机。</span></span></p><p><span arial=\"\" blinkmacsystemfont=\"\" gb=\"\" leaf=\"\" neue=\"\" normal=\"\" pingfang=\"\" sans=\"\" sans-serif=\"\" sc=\"\" system-ui=\"\" ui=\"\" yahei=\"\"><span textstyle=\"\">作为一款“手持 AI 设备”,它更可能是一个以 Grok/xAI、本地推理、卫星蜂窝混合连接为基础,再加上马斯克的一堆 X app 生态为核心的 AI 终端。</span></span></p><p arial=\"\" blinkmacsystemfont=\"\" gb=\"\" neue=\"\" nodeleaf=\"\" normal=\"\" pingfang=\"\" sans=\"\" sans-serif=\"\" sc=\"\" system-ui=\"\" ui=\"\" yahei=\"\"><img src=\"https://static.tigerbbs.com/55f117f0ca8a428d8696a859d78a6371\"/></p><p><span arial=\"\" blinkmacsystemfont=\"\" gb=\"\" leaf=\"\" neue=\"\" normal=\"\" pingfang=\"\" sans=\"\" sans-serif=\"\" sc=\"\" system-ui=\"\" ui=\"\" yahei=\"\"><span textstyle=\"\">图|PCMag</span></span></p><p><span arial=\"\" blinkmacsystemfont=\"\" gb=\"\" leaf=\"\" neue=\"\" normal=\"\" pingfang=\"\" sans=\"\" sans-serif=\"\" sc=\"\" system-ui=\"\" ui=\"\" yahei=\"\"><span textstyle=\"\">但让这件事能够发酵的,不仅是 SpaceX 近期成功上市、盘中估值最高冲到约 2.25 万亿美元,还有一部分要归功于马斯克自己——</span></span></p><p><strong><span arial=\"\" blinkmacsystemfont=\"\" gb=\"\" leaf=\"\" neue=\"\" normal=\"\" pingfang=\"\" sans=\"\" sans-serif=\"\" sc=\"\" system-ui=\"\" ui=\"\" yahei=\"\"><span textstyle=\"\">作为一个向来想到什么就说出来的企业家,马斯克嚷嚷自己造手机这件事都不是一两年、而是“行之有年”了。</span></span></strong></p><p arial=\"\" blinkmacsystemfont=\"\" gb=\"\" neue=\"\" nodeleaf=\"\" normal=\"\" pingfang=\"\" sans=\"\" sans-serif=\"\" sc=\"\" system-ui=\"\" ui=\"\" yahei=\"\"><img src=\"https://static.tigerbbs.com/6f46f31694c14601b595948e64728572\"/></p><p><span arial=\"\" blinkmacsystemfont=\"\" gb=\"\" leaf=\"\" neue=\"\" normal=\"\" pingfang=\"\" sans=\"\" sans-serif=\"\" sc=\"\" system-ui=\"\" ui=\"\" yahei=\"\"><span textstyle=\"\">图|路透社</span></span></p><p><span arial=\"\" blinkmacsystemfont=\"\" gb=\"\" leaf=\"\" neue=\"\" normal=\"\" pingfang=\"\" sans=\"\" sans-serif=\"\" sc=\"\" system-ui=\"\" ui=\"\" yahei=\"\"><span textstyle=\"\">早在 2022 年末,推特还叫“推特”的时候,马斯克曾经就推特的内容审核、内购分成和分发权等等与<a href=\"https://laohu8.com/S/AAPL\">苹果</a>产生过分歧。</span></span></p><p><span arial=\"\" blinkmacsystemfont=\"\" gb=\"\" leaf=\"\" neue=\"\" normal=\"\" pingfang=\"\" sans=\"\" sans-serif=\"\" sc=\"\" system-ui=\"\" ui=\"\" yahei=\"\"><span textstyle=\"\">在这种背景下,有网友询问马斯克“如果 App Store 下架推特,你会做替代手机吗”,马斯克回答:</span></span></p><blockquote><p><span leaf=\"\">我当然不希望事情走到那一步,但你说的没错,如果没有别的选择,我会造一台替代性的手机出来。</span></p></blockquote><p arial=\"\" blinkmacsystemfont=\"\" gb=\"\" neue=\"\" nodeleaf=\"\" normal=\"\" pingfang=\"\" sans=\"\" sans-serif=\"\" sc=\"\" system-ui=\"\" ui=\"\" yahei=\"\"><img src=\"https://static.tigerbbs.com/606150c365e14c4b8e86f48644b3c604\"/></p><p><span arial=\"\" blinkmacsystemfont=\"\" gb=\"\" leaf=\"\" neue=\"\" normal=\"\" pingfang=\"\" sans=\"\" sans-serif=\"\" sc=\"\" system-ui=\"\" ui=\"\" yahei=\"\"><span textstyle=\"\">当年 11 月底,马斯克与蒂姆·库克会面之后,App Store 风波迅速降温,推特手机也就没了下文。</span></span></p><p><span arial=\"\" blinkmacsystemfont=\"\" gb=\"\" leaf=\"\" neue=\"\" normal=\"\" pingfang=\"\" sans=\"\" sans-serif=\"\" sc=\"\" system-ui=\"\" ui=\"\" yahei=\"\"><span textstyle=\"\">这在侧面程度上说明,马斯克此时宣称的“要造替代品”只是个带点火药味的表态,称不上产品规划。</span></span></p><p><span arial=\"\" blinkmacsystemfont=\"\" gb=\"\" leaf=\"\" neue=\"\" normal=\"\" pingfang=\"\" sans=\"\" sans-serif=\"\" sc=\"\" system-ui=\"\" ui=\"\" yahei=\"\"><span textstyle=\"\">在 2023 年的《<a href=\"https://laohu8.com/S/NYT\">纽约时报</a>》交易录峰会(DealBook <a href=\"https://laohu8.com/S/SMMT\">Summit</a>)中,马斯克又表示他不认为真的需要造手机——</span></span><strong><span arial=\"\" blinkmacsystemfont=\"\" gb=\"\" leaf=\"\" neue=\"\" normal=\"\" pingfang=\"\" sans=\"\" sans-serif=\"\" sc=\"\" system-ui=\"\" ui=\"\" yahei=\"\"></span></strong></p><p><strong><span arial=\"\" blinkmacsystemfont=\"\" gb=\"\" leaf=\"\" neue=\"\" normal=\"\" pingfang=\"\" sans=\"\" sans-serif=\"\" sc=\"\" system-ui=\"\" ui=\"\" yahei=\"\"><span textstyle=\"\">传统手机的“黑色方块”很难再有改进空间,自己更看好 Neuralink 的未来。</span></span></strong></p><p arial=\"\" blinkmacsystemfont=\"\" gb=\"\" neue=\"\" nodeleaf=\"\" normal=\"\" pingfang=\"\" sans=\"\" sans-serif=\"\" sc=\"\" system-ui=\"\" ui=\"\" yahei=\"\"><img src=\"https://static.tigerbbs.com/796a66c554404575b302d221208536fb\"/></p><p><span arial=\"\" blinkmacsystemfont=\"\" gb=\"\" leaf=\"\" neue=\"\" normal=\"\" pingfang=\"\" sans=\"\" sans-serif=\"\" sc=\"\" system-ui=\"\" ui=\"\" yahei=\"\"><span textstyle=\"\">图|纽约时报</span></span></p><p><span arial=\"\" blinkmacsystemfont=\"\" gb=\"\" leaf=\"\" neue=\"\" normal=\"\" pingfang=\"\" sans=\"\" sans-serif=\"\" sc=\"\" system-ui=\"\" ui=\"\" yahei=\"\"><span textstyle=\"\">到了 2024 年,马斯克对于“造手机”的态度又发生了转变,这一次的原因则是 AI。</span></span></p><p><span arial=\"\" blinkmacsystemfont=\"\" gb=\"\" leaf=\"\" neue=\"\" normal=\"\" pingfang=\"\" sans=\"\" sans-serif=\"\" sc=\"\" system-ui=\"\" ui=\"\" yahei=\"\"><span textstyle=\"\">2024 年 6 月,苹果公布初版 Apple Intelligence 并宣布与 OpenAI 合作之后,马斯克就开始批评这种集成是巨大的安全风险。</span></span></p><p><span arial=\"\" blinkmacsystemfont=\"\" gb=\"\" leaf=\"\" neue=\"\" normal=\"\" pingfang=\"\" sans=\"\" sans-serif=\"\" sc=\"\" system-ui=\"\" ui=\"\" yahei=\"\"><span textstyle=\"\">随后,在网友向马斯克要求一款类似的“Grok phone”之后,马斯克通过各种渠道表态道:</span></span></p><blockquote><p><span leaf=\"\"><span textstyle=\"\">……我希望在所有业务场合都把 iPhone 锁进法拉第笼里……如果苹果真的把 AI 间谍软件(AI spyware)整合进系统,我真的可能需要考虑一下(造手机)了。</span></span></p></blockquote><p arial=\"\" blinkmacsystemfont=\"\" gb=\"\" neue=\"\" nodeleaf=\"\" normal=\"\" pingfang=\"\" sans=\"\" sans-serif=\"\" sc=\"\" system-ui=\"\" ui=\"\" yahei=\"\"><img src=\"https://static.tigerbbs.com/ff5e31de1ab640c18a65749459191dbd\"/></p><p><span arial=\"\" blinkmacsystemfont=\"\" gb=\"\" leaf=\"\" neue=\"\" normal=\"\" pingfang=\"\" sans=\"\" sans-serif=\"\" sc=\"\" system-ui=\"\" ui=\"\" yahei=\"\"><span textstyle=\"\">图|Ars Technica</span></span></p><p><span arial=\"\" blinkmacsystemfont=\"\" gb=\"\" leaf=\"\" neue=\"\" normal=\"\" pingfang=\"\" sans=\"\" sans-serif=\"\" sc=\"\" system-ui=\"\" ui=\"\" yahei=\"\"><span textstyle=\"\">当时间来到 2025 年,马斯克对于“X 手机”的看法从“除非万不得已否则不造”的程度缓和了一些。</span></span></p><p><span arial=\"\" blinkmacsystemfont=\"\" gb=\"\" leaf=\"\" neue=\"\" normal=\"\" pingfang=\"\" sans=\"\" sans-serif=\"\" sc=\"\" system-ui=\"\" ui=\"\" yahei=\"\"><span textstyle=\"\">在接受知名播客 The Joe Rogan Experience 的访谈时,马斯克基于 AI 的应用场景,给出了一个更加乐观的评价:</span></span></p><blockquote><p><span leaf=\"\"><span textstyle=\"\">未来不会有传统意义上的手机,也不会有传统操作系统和 app,手机本身会成为 AI 推理边缘节点,与服务器端 AI 协作,并尽可能在本地运行 AI 以降低带宽。</span></span></p></blockquote><p><span arial=\"\" blinkmacsystemfont=\"\" gb=\"\" leaf=\"\" neue=\"\" normal=\"\" pingfang=\"\" sans=\"\" sans-serif=\"\" sc=\"\" system-ui=\"\" ui=\"\" yahei=\"\"><span textstyle=\"\">这种观点与马斯克之后对“手持星链终端”的表态基本一致,也与 Starlink 与 T-Mobile 合作的卫星网络业务方向一致。</span></span></p><p><strong><span arial=\"\" blinkmacsystemfont=\"\" gb=\"\" leaf=\"\" neue=\"\" normal=\"\" pingfang=\"\" sans=\"\" sans-serif=\"\" sc=\"\" system-ui=\"\" ui=\"\" yahei=\"\"><span textstyle=\"\">只不过在那次播客中,马斯克给网络的主要贡献不是什么洞见,而是在录音棚“吸嗨”的截图:</span></span></strong></p><p arial=\"\" blinkmacsystemfont=\"\" gb=\"\" neue=\"\" nodeleaf=\"\" normal=\"\" pingfang=\"\" sans=\"\" sans-serif=\"\" sc=\"\" system-ui=\"\" ui=\"\" yahei=\"\"><img src=\"https://static.tigerbbs.com/d7e474c7001c4c9ca0ecc94f0967b0cc\"/></p><p><span arial=\"\" blinkmacsystemfont=\"\" gb=\"\" leaf=\"\" neue=\"\" normal=\"\" pingfang=\"\" sans=\"\" sans-serif=\"\" sc=\"\" system-ui=\"\" ui=\"\" yahei=\"\"><span textstyle=\"\">图|YouTube @PowerfulJRE</span></span></p><p><span arial=\"\" blinkmacsystemfont=\"\" gb=\"\" leaf=\"\" neue=\"\" normal=\"\" pingfang=\"\" sans=\"\" sans-serif=\"\" sc=\"\" system-ui=\"\" ui=\"\" yahei=\"\"><span textstyle=\"\">总的来说,从马斯克历年的各种态度来看,</span><span textstyle=\"\">他本人其实</span></span><strong><span arial=\"\" blinkmacsystemfont=\"\" gb=\"\" leaf=\"\" neue=\"\" normal=\"\" pingfang=\"\" sans=\"\" sans-serif=\"\" sc=\"\" system-ui=\"\" ui=\"\" yahei=\"\"><span textstyle=\"\">并不热衷手机行业</span></span></strong><span arial=\"\" blinkmacsystemfont=\"\" gb=\"\" leaf=\"\" neue=\"\" normal=\"\" pingfang=\"\" sans=\"\" sans-serif=\"\" sc=\"\" system-ui=\"\" ui=\"\" yahei=\"\"><span textstyle=\"\">,更多时候还是将“造手机”作为造势话题或者潜在细分业务看待。</span></span></p><p><span arial=\"\" blinkmacsystemfont=\"\" gb=\"\" leaf=\"\" neue=\"\" normal=\"\" pingfang=\"\" sans=\"\" sans-serif=\"\" sc=\"\" system-ui=\"\" ui=\"\" yahei=\"\"><span textstyle=\"\">只不过到了如今同时坐拥 SpaceX、Starlink 和 xAI 业务的时候,即使不看手机,“手持 AI 硬件”也是马斯克生意里躲不开的下一步。</span></span></p><p><span arial=\"\" blinkmacsystemfont=\"\" gb=\"\" leaf=\"\" neue=\"\" normal=\"\" pingfang=\"\" sans=\"\" sans-serif=\"\" sc=\"\" system-ui=\"\" ui=\"\" yahei=\"\"><span textstyle=\"\">也是在这种背景下,传闻中的“SpaceX 手持设备”虽然不大可能是个手机,但的确存在一种非常有潜力的业务模式——</span></span></p><p><strong><span arial=\"\" blinkmacsystemfont=\"\" gb=\"\" leaf=\"\" neue=\"\" normal=\"\" pingfang=\"\" sans=\"\" sans-serif=\"\" sc=\"\" system-ui=\"\" ui=\"\" yahei=\"\"><span textstyle=\"\">Robotaxi 出租车模式。</span></span></strong></p><h3><span arial=\"\" blinkmacsystemfont=\"\" gb=\"\" leaf=\"\" neue=\"\" normal=\"\" pingfang=\"\" sans=\"\" sans-serif=\"\" sc=\"\" system-ui=\"\" ui=\"\" yahei=\"\"><span textstyle=\"\">出租手机,出租算力</span></span></h3><p><span arial=\"\" blinkmacsystemfont=\"\" gb=\"\" leaf=\"\" neue=\"\" normal=\"\" pingfang=\"\" sans=\"\" sans-serif=\"\" sc=\"\" system-ui=\"\" ui=\"\" yahei=\"\"><span textstyle=\"\">以防你不知道,Robotaxi 是特斯拉的自动驾驶出租车业务,目前正在美国几个城市试点运行,是 Waymo 自动出租车的主要对手:</span></span></p><p arial=\"\" blinkmacsystemfont=\"\" gb=\"\" neue=\"\" nodeleaf=\"\" normal=\"\" pingfang=\"\" sans=\"\" sans-serif=\"\" sc=\"\" system-ui=\"\" ui=\"\" yahei=\"\"><img src=\"https://static.tigerbbs.com/2e483ffaa6f04b61bb3b545f1ed40e33\"/></p><p><span arial=\"\" blinkmacsystemfont=\"\" gb=\"\" leaf=\"\" neue=\"\" normal=\"\" pingfang=\"\" sans=\"\" sans-serif=\"\" sc=\"\" system-ui=\"\" ui=\"\" yahei=\"\"><span textstyle=\"\">图|路透社</span></span></p><p><span arial=\"\" blinkmacsystemfont=\"\" gb=\"\" leaf=\"\" neue=\"\" normal=\"\" pingfang=\"\" sans=\"\" sans-serif=\"\" sc=\"\" system-ui=\"\" ui=\"\" yahei=\"\"><span textstyle=\"\">和现在 Robotaxi“小心翼翼”地铺开自动驾驶模式不同,在 2016 年出租车项目露面之初,曾有过一个相当狂野的业务设想:</span></span></p><blockquote><p><span leaf=\"\"><span textstyle=\"\">用户自己购买的特斯拉平时正常使用,如果报名了 <a href=\"https://laohu8.com/S/TSLA\">Tesla</a> Shared Fleet,则可以让自己的车在闲置时“自动驾驶出门拉客”,特斯拉负责提供一个抽成制的网约车平台、车队替补和保险等相关服务。</span></span></p></blockquote><p><span arial=\"\" blinkmacsystemfont=\"\" gb=\"\" leaf=\"\" neue=\"\" normal=\"\" pingfang=\"\" sans=\"\" sans-serif=\"\" sc=\"\" system-ui=\"\" ui=\"\" yahei=\"\"><span textstyle=\"\">虽然现在的 Robotaxi 尚处在“特斯拉提供车队”阶段,还没涉及到车主报名,这个业务模式对于“SpaceX 手机”却是完全可行的。</span></span></p><p arial=\"\" blinkmacsystemfont=\"\" gb=\"\" neue=\"\" nodeleaf=\"\" normal=\"\" pingfang=\"\" sans=\"\" sans-serif=\"\" sc=\"\" system-ui=\"\" ui=\"\" yahei=\"\"><img src=\"https://static.tigerbbs.com/8be3c1e376204331acb67135bc96c365\"/></p><p><span arial=\"\" blinkmacsystemfont=\"\" gb=\"\" leaf=\"\" neue=\"\" normal=\"\" pingfang=\"\" sans=\"\" sans-serif=\"\" sc=\"\" system-ui=\"\" ui=\"\" yahei=\"\"><span textstyle=\"\">图|PCMag</span></span></p><p><span arial=\"\" blinkmacsystemfont=\"\" gb=\"\" leaf=\"\" neue=\"\" normal=\"\" pingfang=\"\" sans=\"\" sans-serif=\"\" sc=\"\" system-ui=\"\" ui=\"\" yahei=\"\"><span textstyle=\"\">比如基于马斯克目前宣称的“手机本身会成为 AI 推理边缘节点”,我们可以设想一种 SpaceX 以 Robotaxi 模式销售 AI 终端的方式:</span></span></p><p><span arial=\"\" blinkmacsystemfont=\"\" gb=\"\" leaf=\"\" neue=\"\" normal=\"\" pingfang=\"\" sans=\"\" sans-serif=\"\" sc=\"\" system-ui=\"\" ui=\"\" yahei=\"\"><span textstyle=\"\">SpaceX 将这样一台 AI 终端卖给你,并提供星链上网、SuperGrok、X Premium 和一个智能体 OS,用户平时把它当成“手机伴侣”正常使用:</span></span></p><p arial=\"\" blinkmacsystemfont=\"\" gb=\"\" neue=\"\" nodeleaf=\"\" normal=\"\" pingfang=\"\" sans=\"\" sans-serif=\"\" sc=\"\" system-ui=\"\" ui=\"\" yahei=\"\"><img src=\"https://static.tigerbbs.com/c965738f2a254dbd9288b5343b658bc2\"/></p><p><span arial=\"\" blinkmacsystemfont=\"\" gb=\"\" leaf=\"\" neue=\"\" normal=\"\" pingfang=\"\" sans=\"\" sans-serif=\"\" sc=\"\" system-ui=\"\" ui=\"\" yahei=\"\"><span textstyle=\"\">图|WIRED</span></span></p><p><strong><span arial=\"\" blinkmacsystemfont=\"\" gb=\"\" leaf=\"\" neue=\"\" normal=\"\" pingfang=\"\" sans=\"\" sans-serif=\"\" sc=\"\" system-ui=\"\" ui=\"\" yahei=\"\"><span textstyle=\"\">而在闲置时段(比如夜间睡觉充电),这台设备可以作为整个 xAI 计算网络的一个节点,为邻近设备或者其它时区的用户提供算力。</span></span></strong></p><p><strong><span arial=\"\" blinkmacsystemfont=\"\" gb=\"\" leaf=\"\" neue=\"\" normal=\"\" pingfang=\"\" sans=\"\" sans-serif=\"\" sc=\"\" system-ui=\"\" ui=\"\" yahei=\"\"><span textstyle=\"\">重点在于,SpaceX 或者 xAI 会以此为凭据,向用户提供一定比例的报酬。</span></span></strong></p><p><span arial=\"\" blinkmacsystemfont=\"\" gb=\"\" leaf=\"\" neue=\"\" normal=\"\" pingfang=\"\" sans=\"\" sans-serif=\"\" sc=\"\" system-ui=\"\" ui=\"\" yahei=\"\"><span textstyle=\"\">这样一来,你购买的“SpaceX 手机”实质上就是一辆 Robotaxi ——平时自己用,闲置的时候出门帮你赚钱。</span></span></p><p><span arial=\"\" blinkmacsystemfont=\"\" gb=\"\" leaf=\"\" neue=\"\" normal=\"\" pingfang=\"\" sans=\"\" sans-serif=\"\" sc=\"\" system-ui=\"\" ui=\"\" yahei=\"\"><span textstyle=\"\">并且由于手机的形态和使用方式,它作为边缘计算节点只需要提供硬件,在做好软件隔离的前提下,隐私和资产风险都比 Robotaxi 小得多。</span></span></p><p arial=\"\" blinkmacsystemfont=\"\" gb=\"\" neue=\"\" nodeleaf=\"\" normal=\"\" pingfang=\"\" sans=\"\" sans-serif=\"\" sc=\"\" system-ui=\"\" ui=\"\" yahei=\"\"><img src=\"https://static.tigerbbs.com/a991f860a8a44f30a2c039591f026e93\"/></p><p><span arial=\"\" blinkmacsystemfont=\"\" gb=\"\" leaf=\"\" neue=\"\" normal=\"\" pingfang=\"\" sans=\"\" sans-serif=\"\" sc=\"\" system-ui=\"\" ui=\"\" yahei=\"\"><span textstyle=\"\">图|Mirantis</span></span></p><p><span arial=\"\" blinkmacsystemfont=\"\" gb=\"\" leaf=\"\" neue=\"\" normal=\"\" pingfang=\"\" sans=\"\" sans-serif=\"\" sc=\"\" system-ui=\"\" ui=\"\" yahei=\"\"><span textstyle=\"\">这种时候,“SpaceX 手机类似物”就像是一个值得落地的商业模式了。</span></span></p><p><span arial=\"\" blinkmacsystemfont=\"\" gb=\"\" leaf=\"\" neue=\"\" normal=\"\" pingfang=\"\" sans=\"\" sans-serif=\"\" sc=\"\" system-ui=\"\" ui=\"\" yahei=\"\"><span textstyle=\"\">假设有 1 亿人选择买这么一台 AI 伴侣,既有星链网络去运行云端 AI,又拥有一定的本地 AI 能力,</span></span><strong><span arial=\"\" blinkmacsystemfont=\"\" gb=\"\" leaf=\"\" neue=\"\" normal=\"\" pingfang=\"\" sans=\"\" sans-serif=\"\" sc=\"\" system-ui=\"\" ui=\"\" yahei=\"\"><span textstyle=\"\">xAI 很可能就此<a href=\"https://laohu8.com/S/01630\">建成</a>了全世界最大的移动 AI 集群。</span></span></strong></p><p arial=\"\" blinkmacsystemfont=\"\" gb=\"\" neue=\"\" nodeleaf=\"\" normal=\"\" pingfang=\"\" sans=\"\" sans-serif=\"\" sc=\"\" system-ui=\"\" ui=\"\" yahei=\"\"><img src=\"https://static.tigerbbs.com/b59355bfed9a4c4cb9aeacea85fbde42\"/></p><p><span arial=\"\" blinkmacsystemfont=\"\" gb=\"\" leaf=\"\" neue=\"\" normal=\"\" pingfang=\"\" sans=\"\" sans-serif=\"\" sc=\"\" system-ui=\"\" ui=\"\" yahei=\"\"><span textstyle=\"\">图|Atlantis</span></span></p><p><span arial=\"\" blinkmacsystemfont=\"\" gb=\"\" leaf=\"\" neue=\"\" normal=\"\" pingfang=\"\" sans=\"\" sans-serif=\"\" sc=\"\" system-ui=\"\" ui=\"\" yahei=\"\"><span textstyle=\"\">当然,这种分散、不连续的算力只能作为大规模 AI 计算中心的补充,但在“寸芯寸金”的 AI 时代,也能实打实地节省下来不少成本。</span></span></p><p><span arial=\"\" blinkmacsystemfont=\"\" gb=\"\" leaf=\"\" neue=\"\" normal=\"\" pingfang=\"\" sans=\"\" sans-serif=\"\" sc=\"\" system-ui=\"\" ui=\"\" yahei=\"\"><span textstyle=\"\">归根结底,SpaceX 可能造手机吗?不太可能。</span></span></p><p><span arial=\"\" blinkmacsystemfont=\"\" gb=\"\" leaf=\"\" neue=\"\" normal=\"\" pingfang=\"\" sans=\"\" sans-serif=\"\" sc=\"\" system-ui=\"\" ui=\"\" yahei=\"\"><span textstyle=\"\">但</span><span textstyle=\"\">用 SpaceX、星链和 xAI 联手打造一个全球化边缘计算网络</span><span textstyle=\"\">,为未来的 AI 算力部署提供一个新的思路,这听起来倒像是马斯克会干的事。</span></span></p><p><span arial=\"\" blinkmacsystemfont=\"\" gb=\"\" leaf=\"\" neue=\"\" normal=\"\" pingfang=\"\" sans=\"\" sans-serif=\"\" sc=\"\" system-ui=\"\" ui=\"\" yahei=\"\"><span textstyle=\"\">作者|马扶摇</span></span></p><p><span arial=\"\" blinkmacsystemfont=\"\" gb=\"\" leaf=\"\" neue=\"\" normal=\"\" pingfang=\"\" sans=\"\" sans-serif=\"\" sc=\"\" system-ui=\"\" ui=\"\" yahei=\"\"><span textstyle=\"\">编辑|肖钦鹏</span></span></p><p nodeleaf=\"\"><img src=\"https://static.tigerbbs.com/0c0643319553451690d783d01c2d5489\" width=\"100%\"/></p><p nodeleaf=\"\"><img src=\"https://static.tigerbbs.com/393af0db3e6c4b129516a2170fcac1d7\"/></p><p><span><img src=\"https://static.tigerbbs.com/dbb2e4b41ab2473b8175c1044f8b5053\"/></span></p><p nodeleaf=\"\"><img src=\"https://static.tigerbbs.com/09241d750ad14ffa975afd898dca5e30\"/></p></div></body></html>\n\n</article>\n</div>\n</body>\n</html>\n","type":0,"thumbnail":"","relate_stocks":{"BK4170":"电脑硬件、储存设备及电脑周边","LU0823417653.USD":"BNP PARIBAS SUSTAINABLE GLOBAL LOW VOL EQUITY \"C\" (USD) ACC","BK4598":"佩洛西持仓","GB00BDT5M118.USD":"天利环球扩展Alpha基金A Acc","LU2461242641.AUD":"WELLINGTON US QUALITY GROWTH \"A\" (AUDHDG) ACC","BK4551":"寇图资本持仓","09366":"XI二南特斯-U","IE0001KFT4U8.USD":"FTGF CLEARBRIDGE GLOBAL GROWTH LEADERS \"A\" (USD) INC","LU0109391861.USD":"富兰克林美国机遇基金A Acc","LU1280957306.USD":"THREADNEEDLE (LUX) US CONTRARIAN CORE EQUITIES \"AUP\" (USD) INC","LU2089284900.SGD":"Allianz Global Sustainability Cl AM Dis H2-SGD","LU2592432038.USD":"WELLINGTON MULTI-ASSET HIGH INCOME \"A\" (USD) ACC","LU1988902786.USD":"FULLERTON LUX FUNDS GLOBAL ABSOLUTE ALPHA \"I\" (USD) ACC","LU0456855351.SGD":"JPMorgan Funds - Global Equity A (acc) SGD","LU0784384876.USD":"Blackrock Global Multi-Asset Income A6 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这个传闻中的设备肯定不会是传统手机。作为一款“手持 AI 设备”,它更可能是一个以 Grok/xAI、本地推理、卫星蜂窝混合连接为基础,再加上马斯克的一堆 X app 生态为核心的 AI 终端。图|PCMag但让这件事能够发酵的,不仅是 SpaceX 近期成功上市、盘中估值最高冲到约 2.25 万亿美元,还有一部分要归功于马斯克自己——作为一个向来想到什么就说出来的企业家,马斯克嚷嚷自己造手机这件事都不是一两年、而是“行之有年”了。图|路透社早在 2022 年末,推特还叫“推特”的时候,马斯克曾经就推特的内容审核、内购分成和分发权等等与苹果产生过分歧。在这种背景下,有网友询问马斯克“如果 App Store 下架推特,你会做替代手机吗”,马斯克回答:我当然不希望事情走到那一步,但你说的没错,如果没有别的选择,我会造一台替代性的手机出来。当年 11 月底,马斯克与蒂姆·库克会面之后,App Store 风波迅速降温,推特手机也就没了下文。这在侧面程度上说明,马斯克此时宣称的“要造替代品”只是个带点火药味的表态,称不上产品规划。在 2023 年的《纽约时报》交易录峰会(DealBook Summit)中,马斯克又表示他不认为真的需要造手机——传统手机的“黑色方块”很难再有改进空间,自己更看好 Neuralink 的未来。图|纽约时报到了 2024 年,马斯克对于“造手机”的态度又发生了转变,这一次的原因则是 AI。2024 年 6 月,苹果公布初版 Apple Intelligence 并宣布与 OpenAI 合作之后,马斯克就开始批评这种集成是巨大的安全风险。随后,在网友向马斯克要求一款类似的“Grok phone”之后,马斯克通过各种渠道表态道:……我希望在所有业务场合都把 iPhone 锁进法拉第笼里……如果苹果真的把 AI 间谍软件(AI spyware)整合进系统,我真的可能需要考虑一下(造手机)了。图|Ars Technica当时间来到 2025 年,马斯克对于“X 手机”的看法从“除非万不得已否则不造”的程度缓和了一些。在接受知名播客 The Joe Rogan Experience 的访谈时,马斯克基于 AI 的应用场景,给出了一个更加乐观的评价:未来不会有传统意义上的手机,也不会有传统操作系统和 app,手机本身会成为 AI 推理边缘节点,与服务器端 AI 协作,并尽可能在本地运行 AI 以降低带宽。这种观点与马斯克之后对“手持星链终端”的表态基本一致,也与 Starlink 与 T-Mobile 合作的卫星网络业务方向一致。只不过在那次播客中,马斯克给网络的主要贡献不是什么洞见,而是在录音棚“吸嗨”的截图:图|YouTube @PowerfulJRE总的来说,从马斯克历年的各种态度来看,他本人其实并不热衷手机行业,更多时候还是将“造手机”作为造势话题或者潜在细分业务看待。只不过到了如今同时坐拥 SpaceX、Starlink 和 xAI 业务的时候,即使不看手机,“手持 AI 硬件”也是马斯克生意里躲不开的下一步。也是在这种背景下,传闻中的“SpaceX 手持设备”虽然不大可能是个手机,但的确存在一种非常有潜力的业务模式——Robotaxi 出租车模式。出租手机,出租算力以防你不知道,Robotaxi 是特斯拉的自动驾驶出租车业务,目前正在美国几个城市试点运行,是 Waymo 自动出租车的主要对手:图|路透社和现在 Robotaxi“小心翼翼”地铺开自动驾驶模式不同,在 2016 年出租车项目露面之初,曾有过一个相当狂野的业务设想:用户自己购买的特斯拉平时正常使用,如果报名了 Tesla Shared Fleet,则可以让自己的车在闲置时“自动驾驶出门拉客”,特斯拉负责提供一个抽成制的网约车平台、车队替补和保险等相关服务。虽然现在的 Robotaxi 尚处在“特斯拉提供车队”阶段,还没涉及到车主报名,这个业务模式对于“SpaceX 手机”却是完全可行的。图|PCMag比如基于马斯克目前宣称的“手机本身会成为 AI 推理边缘节点”,我们可以设想一种 SpaceX 以 Robotaxi 模式销售 AI 终端的方式:SpaceX 将这样一台 AI 终端卖给你,并提供星链上网、SuperGrok、X Premium 和一个智能体 OS,用户平时把它当成“手机伴侣”正常使用:图|WIRED而在闲置时段(比如夜间睡觉充电),这台设备可以作为整个 xAI 计算网络的一个节点,为邻近设备或者其它时区的用户提供算力。重点在于,SpaceX 或者 xAI 会以此为凭据,向用户提供一定比例的报酬。这样一来,你购买的“SpaceX 手机”实质上就是一辆 Robotaxi ——平时自己用,闲置的时候出门帮你赚钱。并且由于手机的形态和使用方式,它作为边缘计算节点只需要提供硬件,在做好软件隔离的前提下,隐私和资产风险都比 Robotaxi 小得多。图|Mirantis这种时候,“SpaceX 手机类似物”就像是一个值得落地的商业模式了。假设有 1 亿人选择买这么一台 AI 伴侣,既有星链网络去运行云端 AI,又拥有一定的本地 AI 能力,xAI 很可能就此建成了全世界最大的移动 AI 集群。图|Atlantis当然,这种分散、不连续的算力只能作为大规模 AI 计算中心的补充,但在“寸芯寸金”的 AI 时代,也能实打实地节省下来不少成本。归根结底,SpaceX 可能造手机吗?不太可能。但用 SpaceX、星链和 xAI 联手打造一个全球化边缘计算网络,为未来的 AI 算力部署提供一个新的思路,这听起来倒像是马斯克会干的事。作者|马扶摇编辑|肖钦鹏","news_type":1,"symbols_score_info":{"FDRV":0.6,"TSII":0.6,"JGRO":0.6,"IDRV":0.6,"IXN":0.6,"AAPU":0.6,"VGT":0.6,"TSLQ":0.6,"TSLW":0.6,"TSLZ":0.6,"APLY":0.6,"TSLP":0.6,"TSLA":1.82,"TESL":0.6,"07366":0.6,"TLA":0.6,"TSLT":0.6,"TSLS":0.6,"AAPD":0.6,"TSLG":0.6,"TSLO":0.6,"VT":0.6,"TYLG":0.6,"TSDD":0.6,"MACW.SI":0.6,"TSL":0.6,"TSLR":0.6,"CRSH":0.6,"XLK":0.6,"AAPY":0.6,"FTEC":0.6,"AAPB":0.6,"AAPL":1.78,"AAPW":0.6,"SPTE":0.6,"09366":0.6,"09766":0.6,"TSLI":0.6,"SMOG":0.6,"07766":0.6,"TSLY":0.6,"ABFL":0.6,"TSYY":0.6,"TSLL":0.6,"WANT":0.6,"ROM":0.6,"TEST":0.6,"AAPX":0.6,"LIT":0.6,"METV":0.6}},"isVote":1,"tweetType":1,"viewCount":157,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":1,"langContent":"CN","totalScore":0},{"id":583091230491928,"gmtCreate":1783387760106,"gmtModify":1783387762000,"author":{"id":"3560418186602071","authorId":"3560418186602071","name":"畜牧教主马斯克","avatar":"https://static.tigerbbs.com/58bf1dddf2200bde0bbfcaedaadea959","crmLevel":5,"crmLevelSwitch":1,"followedFlag":false,"authorIdStr":"3560418186602071","idStr":"3560418186602071"},"themes":[],"title":"","htmlText":"<a href=\"https://laohu8.com/S/SPCX\">$SpaceX(SPCX)$</a> 纳指的内鬼,谁纳入谁倒霉节奏","listText":"<a href=\"https://laohu8.com/S/SPCX\">$SpaceX(SPCX)$</a> 纳指的内鬼,谁纳入谁倒霉节奏","text":"$SpaceX(SPCX)$ 纳指的内鬼,谁纳入谁倒霉节奏","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":1,"commentSize":3,"repostSize":0,"link":"https://laohu8.com/post/583091230491928","isVote":1,"tweetType":1,"viewCount":2590,"authorTweetTopStatus":1,"verified":2,"comments":[{"author":{"id":"3464817662142392","authorId":"3464817662142392","name":"antonyye","avatar":"https://static.laohu8.com/default-avatar.jpg","crmLevel":1,"crmLevelSwitch":0,"authorIdStr":"3464817662142392","idStr":"3464817662142392"},"content":"该票会跌至100一下…。","text":"该票会跌至100一下…。","html":"该票会跌至100一下…。"}],"imageCount":0,"langContent":"CN","totalScore":0},{"id":581525603332200,"gmtCreate":1783005556574,"gmtModify":1783005568521,"author":{"id":"3560418186602071","authorId":"3560418186602071","name":"畜牧教主马斯克","avatar":"https://static.tigerbbs.com/58bf1dddf2200bde0bbfcaedaadea959","crmLevel":5,"crmLevelSwitch":1,"followedFlag":false,"authorIdStr":"3560418186602071","idStr":"3560418186602071"},"themes":[],"title":"","htmlText":"除了卖车有进展,别的都熄火了[开心] ","listText":"除了卖车有进展,别的都熄火了[开心] ","text":"除了卖车有进展,别的都熄火了[开心]","images":[{"img":"https://static.tigerbbs.com/8bce2d630c2182b0b4b34a536b02f36e"}],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":2,"commentSize":0,"repostSize":0,"link":"https://laohu8.com/post/581525603332200","repostId":"1104777737","repostType":2,"repost":{"id":"1104777737","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":1783002560,"share":"https://www.laohu8.com/m/news/1104777737?lang=zh_CN&edition=full","pubTime":"2026-07-02 22:29","market":"us","language":"zh","title":"特斯拉销量远超预期,为何股价却下跌?","url":"https://stock-news.laohu8.com/highlight/detail?id=1104777737","media":"老虎资讯综合","summary":"然而,截至目前,特斯拉股价下跌 逾 5%。在交付数据公布之前,特斯拉股价本周累计已上涨 12%,这表明市场此前已随着交付预期改善而提前推高了股价。市场目前预计,特斯拉将在 2026年 恢复增长,全年电动车交付量约为 170万辆,高于 2025年 约 160万辆 的水平。未来几个月,人工智能业务仍将是影响特斯拉股价的重要因素。对于特斯拉投资者而言,接下来最值得关注的事件将是7月22日公布的第二季度财报。","content":"<html><head></head><body><p style=\"text-align: left;\"><strong>Tesla( <a href=\"https://laohu8.com/S/TSLA\">特斯拉</a>,TSLA)</strong> 周四公布了极为亮眼的第二季度汽车交付数据,但这一成绩仍不足以推动股价上涨。</p><p style=\"text-align: left;\">周四盘前,这家电动汽车制造商公布,第二季度共交付 <strong>480,126辆</strong> 汽车,高于去年同期的 <strong>384,122辆</strong>。相比之下,华尔街此前普遍预计交付量约为 <strong>406,000辆</strong>。</p><p style=\"text-align: left;\">然而,截至目前,特斯拉股价下跌 <strong>逾 5%</strong>。</p><p class=\"t-img-caption\"><img src=\"https://community-static.tradeup.com/news/c7a45cb39ced1de582fe08d9118454a0\" data-align=\"center\" data-image-type=\"kline\" tg-width=\"560\" tg-height=\"240\"/><span></span></p><p style=\"text-align: left;\">股价未能上涨更多,一个重要原因可能是投资者早已预期会有利好消息。</p><p style=\"text-align: left;\">在交付数据公布之前,特斯拉股价本周累计已上涨 <strong>12%</strong>,这表明市场此前已随着交付预期改善而提前推高了股价。</p><p style=\"text-align: left;\">华尔街普遍预计第二季度交付量约为 <strong>406,000辆</strong>,但包括 <strong>Barclays(巴克莱)</strong> 和 <strong>JPMorgan(摩根大通)</strong> 在内的一些机构近期已将预测上调至 <strong>约420,000辆</strong>。</p><p style=\"text-align: left;\">此外,知名特斯拉销量预测分析师 <strong>Troy Teslike</strong> 此前预计,公司第二季度交付量将达到 <strong>466,000辆</strong>。</p><p style=\"text-align: left;\">即便如此,<strong>超过48万辆</strong> 的实际交付成绩仍然远超所有人的预期,理论上足以让投资者暂时感到满意。</p><p style=\"text-align: left;\">作为对比,特斯拉在 <strong>2025年第二季度</strong> 共交付约 <strong>384,000辆</strong> 汽车。投资者一直期待公司恢复增长,而增长一直是近年来困扰这家电动车制造商的问题。</p><p style=\"text-align: left;\">特斯拉全年交付量曾在 <strong>2023年</strong> 达到约 <strong>180万辆</strong> 的峰值,随后在 <strong>2024年</strong> 和 <strong>2025年</strong> 连续下滑。</p><p style=\"text-align: left;\">市场目前预计,特斯拉将在 <strong>2026年</strong> 恢复增长,全年电动车交付量约为 <strong>170万辆</strong>,高于 <strong>2025年</strong> 约 <strong>160万辆</strong> 的水平。</p><p style=\"text-align: left;\">导致销量放缓的原因包括:</p><ul><li><p style=\"text-align: left;\">特斯拉最终决定<strong>不推出一款全新的低价电动车</strong>;</p></li><li><p style=\"text-align: left;\">美国 <strong>7,500美元电动车购车税收抵免</strong> 于9月取消,使美国消费者购买电动车的成本上升、负担加重。</p></li></ul><p style=\"text-align: left;\">不过,第二季度也存在一些有利因素。其中之一是汽油价格上涨。</p><p style=\"text-align: left;\">由于<strong>美伊冲突</strong>扰乱全球石油供应,基准汽油价格在5月份升至 <strong>每加仑4.60美元</strong>,较此前上涨约 <strong>1.60美元</strong>,这在一定程度上提升了电动车的吸引力。</p><p style=\"text-align: left;\">尽管电动车业务仍然贡献了特斯拉绝大部分收入和利润,但近年来投资者的关注重点更多转向了<strong>人工智能(AI)</strong>。</p><p style=\"text-align: left;\">特斯拉约<strong>一年前</strong>在美国得克萨斯州奥斯汀(Austin)<strong>推出了基于人工智能训练的</strong>Robotaxi(自动驾驶出租车)服务。</p><p style=\"text-align: left;\">目前,这项业务已经扩展至少数几个城市,但尚未带来可观的收入或利润。</p><p style=\"text-align: left;\">与此同时,投资者也十分关注特斯拉最新版本的人形机器人 <strong>Optimus</strong> 的进展。</p><p style=\"text-align: left;\">未来几个月,<strong>人工智能业务仍将是影响特斯拉股价的重要因素</strong>。不过,如果特斯拉的电动车业务能够重新恢复增长,相信没有投资者会对此感到不满。</p><p style=\"text-align: left;\">对于特斯拉投资者而言,接下来最值得关注的事件将是<strong>7月22日</strong>公布的第二季度财报。</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>特斯拉销量远超预期,为何股价却下跌?</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特斯拉销量远超预期,为何股价却下跌?\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\">2026-07-02 22:29</p>\n</div>\n\n</a>\n\n\n</h4>\n\n</header>\n<article>\n<html><head></head><body><p style=\"text-align: left;\"><strong>Tesla( <a href=\"https://laohu8.com/S/TSLA\">特斯拉</a>,TSLA)</strong> 周四公布了极为亮眼的第二季度汽车交付数据,但这一成绩仍不足以推动股价上涨。</p><p style=\"text-align: left;\">周四盘前,这家电动汽车制造商公布,第二季度共交付 <strong>480,126辆</strong> 汽车,高于去年同期的 <strong>384,122辆</strong>。相比之下,华尔街此前普遍预计交付量约为 <strong>406,000辆</strong>。</p><p style=\"text-align: left;\">然而,截至目前,特斯拉股价下跌 <strong>逾 5%</strong>。</p><p class=\"t-img-caption\"><img src=\"https://community-static.tradeup.com/news/c7a45cb39ced1de582fe08d9118454a0\" data-align=\"center\" data-image-type=\"kline\" tg-width=\"560\" tg-height=\"240\"/><span></span></p><p style=\"text-align: left;\">股价未能上涨更多,一个重要原因可能是投资者早已预期会有利好消息。</p><p style=\"text-align: left;\">在交付数据公布之前,特斯拉股价本周累计已上涨 <strong>12%</strong>,这表明市场此前已随着交付预期改善而提前推高了股价。</p><p style=\"text-align: left;\">华尔街普遍预计第二季度交付量约为 <strong>406,000辆</strong>,但包括 <strong>Barclays(巴克莱)</strong> 和 <strong>JPMorgan(摩根大通)</strong> 在内的一些机构近期已将预测上调至 <strong>约420,000辆</strong>。</p><p style=\"text-align: left;\">此外,知名特斯拉销量预测分析师 <strong>Troy Teslike</strong> 此前预计,公司第二季度交付量将达到 <strong>466,000辆</strong>。</p><p style=\"text-align: left;\">即便如此,<strong>超过48万辆</strong> 的实际交付成绩仍然远超所有人的预期,理论上足以让投资者暂时感到满意。</p><p style=\"text-align: left;\">作为对比,特斯拉在 <strong>2025年第二季度</strong> 共交付约 <strong>384,000辆</strong> 汽车。投资者一直期待公司恢复增长,而增长一直是近年来困扰这家电动车制造商的问题。</p><p style=\"text-align: left;\">特斯拉全年交付量曾在 <strong>2023年</strong> 达到约 <strong>180万辆</strong> 的峰值,随后在 <strong>2024年</strong> 和 <strong>2025年</strong> 连续下滑。</p><p style=\"text-align: left;\">市场目前预计,特斯拉将在 <strong>2026年</strong> 恢复增长,全年电动车交付量约为 <strong>170万辆</strong>,高于 <strong>2025年</strong> 约 <strong>160万辆</strong> 的水平。</p><p style=\"text-align: left;\">导致销量放缓的原因包括:</p><ul><li><p style=\"text-align: left;\">特斯拉最终决定<strong>不推出一款全新的低价电动车</strong>;</p></li><li><p style=\"text-align: left;\">美国 <strong>7,500美元电动车购车税收抵免</strong> 于9月取消,使美国消费者购买电动车的成本上升、负担加重。</p></li></ul><p style=\"text-align: left;\">不过,第二季度也存在一些有利因素。其中之一是汽油价格上涨。</p><p style=\"text-align: left;\">由于<strong>美伊冲突</strong>扰乱全球石油供应,基准汽油价格在5月份升至 <strong>每加仑4.60美元</strong>,较此前上涨约 <strong>1.60美元</strong>,这在一定程度上提升了电动车的吸引力。</p><p style=\"text-align: left;\">尽管电动车业务仍然贡献了特斯拉绝大部分收入和利润,但近年来投资者的关注重点更多转向了<strong>人工智能(AI)</strong>。</p><p style=\"text-align: left;\">特斯拉约<strong>一年前</strong>在美国得克萨斯州奥斯汀(Austin)<strong>推出了基于人工智能训练的</strong>Robotaxi(自动驾驶出租车)服务。</p><p style=\"text-align: left;\">目前,这项业务已经扩展至少数几个城市,但尚未带来可观的收入或利润。</p><p style=\"text-align: left;\">与此同时,投资者也十分关注特斯拉最新版本的人形机器人 <strong>Optimus</strong> 的进展。</p><p style=\"text-align: left;\">未来几个月,<strong>人工智能业务仍将是影响特斯拉股价的重要因素</strong>。不过,如果特斯拉的电动车业务能够重新恢复增长,相信没有投资者会对此感到不满。</p><p style=\"text-align: left;\">对于特斯拉投资者而言,接下来最值得关注的事件将是<strong>7月22日</strong>公布的第二季度财报。</p></body></html>\n\n</article>\n</div>\n</body>\n</html>\n","type":0,"thumbnail":"https://static.tigerbbs.com/9749762c5ee11a52030b4c66a89c8026","relate_stocks":{"TSDD":"2倍做空TSLA ETF-GraniteShares","TSL":"1.25倍做多TSLA ETF-GraniteShares","07766":"南方两倍做多特斯拉","TSLZ":"2倍做空TSLA ETF-T-Rex","09366":"XI二南特斯-U","TSLG":"2倍做多TSLA ETF-Leverage Shares","TSYY":"收益增强TSLA ETF-GraniteShares","TSLI":"2倍做多TSLA ETF-ProShares","TLA":"GraniteShares Autocallable TSLA ETF","TSLL":"2倍做多TSLA ETF-Direxion","TSLP":"TSLA收益溢价策略ETF-Kurv","TSLO":"2倍上限加速TSLA ETF-Leverage Shares","TSLA":"特斯拉","TSLQ":"2倍做空TSLA ETF-Tradr","CRSH":"做空TSLA 期权收益策略ETF-YieldMax","TSLR":"2倍做多TSLA ETF-GraniteShares","TESL":"Simplify Volt TSLA Revolution ETF","TSLS":"1倍做空TSLA ETF-Direxion","TEST":"YieldMax TSLA Performance & Distribution Target 25 ETF","TSLT":"2倍做多TSLA ETF-T-Rex","07366":"XI二南特斯","09766":"南方两倍做多特斯拉-U","TSLW":"TSLA周配息ETF-Roundhill","TSII":"REX TSLA Growth & Income ETF","TSLY":"TSLA期权收益策略ETF-YieldMax"},"source_url":"","is_english":false,"share_image_url":"https://static.laohu8.com/e9f99090a1c2ed51c021029395664489","article_id":"1104777737","content_text":"Tesla( 特斯拉,TSLA) 周四公布了极为亮眼的第二季度汽车交付数据,但这一成绩仍不足以推动股价上涨。周四盘前,这家电动汽车制造商公布,第二季度共交付 480,126辆 汽车,高于去年同期的 384,122辆。相比之下,华尔街此前普遍预计交付量约为 406,000辆。然而,截至目前,特斯拉股价下跌 逾 5%。股价未能上涨更多,一个重要原因可能是投资者早已预期会有利好消息。在交付数据公布之前,特斯拉股价本周累计已上涨 12%,这表明市场此前已随着交付预期改善而提前推高了股价。华尔街普遍预计第二季度交付量约为 406,000辆,但包括 Barclays(巴克莱) 和 JPMorgan(摩根大通) 在内的一些机构近期已将预测上调至 约420,000辆。此外,知名特斯拉销量预测分析师 Troy Teslike 此前预计,公司第二季度交付量将达到 466,000辆。即便如此,超过48万辆 的实际交付成绩仍然远超所有人的预期,理论上足以让投资者暂时感到满意。作为对比,特斯拉在 2025年第二季度 共交付约 384,000辆 汽车。投资者一直期待公司恢复增长,而增长一直是近年来困扰这家电动车制造商的问题。特斯拉全年交付量曾在 2023年 达到约 180万辆 的峰值,随后在 2024年 和 2025年 连续下滑。市场目前预计,特斯拉将在 2026年 恢复增长,全年电动车交付量约为 170万辆,高于 2025年 约 160万辆 的水平。导致销量放缓的原因包括:特斯拉最终决定不推出一款全新的低价电动车;美国 7,500美元电动车购车税收抵免 于9月取消,使美国消费者购买电动车的成本上升、负担加重。不过,第二季度也存在一些有利因素。其中之一是汽油价格上涨。由于美伊冲突扰乱全球石油供应,基准汽油价格在5月份升至 每加仑4.60美元,较此前上涨约 1.60美元,这在一定程度上提升了电动车的吸引力。尽管电动车业务仍然贡献了特斯拉绝大部分收入和利润,但近年来投资者的关注重点更多转向了人工智能(AI)。特斯拉约一年前在美国得克萨斯州奥斯汀(Austin)推出了基于人工智能训练的Robotaxi(自动驾驶出租车)服务。目前,这项业务已经扩展至少数几个城市,但尚未带来可观的收入或利润。与此同时,投资者也十分关注特斯拉最新版本的人形机器人 Optimus 的进展。未来几个月,人工智能业务仍将是影响特斯拉股价的重要因素。不过,如果特斯拉的电动车业务能够重新恢复增长,相信没有投资者会对此感到不满。对于特斯拉投资者而言,接下来最值得关注的事件将是7月22日公布的第二季度财报。","news_type":1,"symbols_score_info":{"TSLS":0.6,"07766":0.6,"TSII":0.6,"09766":0.6,"TSLA":2,"TLA":0.6,"TSLG":0.6,"TSLP":0.6,"TSLR":0.6,"TSLZ":0.6,"TSLY":0.6,"TSL":0.6,"TSLQ":0.6,"TSLW":0.6,"TSLT":0.6,"TESL":0.6,"TSDD":0.6,"TEST":0.6,"TSLO":0.6,"09366":0.6,"07366":0.6,"CRSH":0.6,"TSYY":0.6,"TSLI":0.6,"TSLL":0.6}},"isVote":1,"tweetType":1,"viewCount":210,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":1,"langContent":"CN","totalScore":0},{"id":581525581472688,"gmtCreate":1783005454559,"gmtModify":1783005456455,"author":{"id":"3560418186602071","authorId":"3560418186602071","name":"畜牧教主马斯克","avatar":"https://static.tigerbbs.com/58bf1dddf2200bde0bbfcaedaadea959","crmLevel":5,"crmLevelSwitch":1,"followedFlag":false,"authorIdStr":"3560418186602071","idStr":"3560418186602071"},"themes":[],"title":"","htmlText":"高估值的公司变成超级小盘上市,论赚钱和控盘没人比得过马圣。","listText":"高估值的公司变成超级小盘上市,论赚钱和控盘没人比得过马圣。","text":"高估值的公司变成超级小盘上市,论赚钱和控盘没人比得过马圣。","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":0,"commentSize":0,"repostSize":0,"link":"https://laohu8.com/post/581525581472688","repostId":"2648504426","repostType":2,"repost":{"id":"2648504426","kind":"highlight","pubTimestamp":1782991867,"share":"https://www.laohu8.com/m/news/2648504426?lang=zh_CN&edition=full","pubTime":"2026-07-02 19:31","market":"us","language":"zh","title":"静默期解除!22家投行下周集体“开麦”,SpaceX两万亿估值大考来了","url":"https://stock-news.laohu8.com/highlight/detail?id=2648504426","media":"智通财经网","summary":"自下周二起,投资者预计将迎来关于SpaceX的大量研报、目标价和业绩增长预测,这些信息将有助于投资者厘清该股在短期及未来数年内的可能走势。","content":"<html><head></head><body><p style=\"text-align: left;\">智通财经APP获悉,自上月SpaceX(SPCX.US)完成创纪录的首次公开募股(IPO)以来,投资者基本上一直处于“信息盲区”——可供参考的财务预测寥寥无几,难以判断该股的真实价值。但这一局面将于下周发生改变。由<a href=\"https://laohu8.com/S/GS\">高盛</a>集团牵头、<a href=\"https://laohu8.com/S/MS\">摩根士丹利</a>、美国银行、花旗集团和<a href=\"https://laohu8.com/S/JPM\">摩根大通</a>等22家银行共同承销的860亿美元IPO所涉及的分析师静默期即将结束。自下周二起,投资者预计将迎来大量研报、目标价和业绩增长预测,这些信息将有助于投资者厘清该股在短期及未来数年内的可能走势。</p><p style=\"text-align: left;\"><a href=\"https://laohu8.com/S/RILY\">B. Riley</a> Wealth首席市场策略师阿特·霍根表示:“所有人都在谈论这家公司在2030年可能达到的高度,而非未来12个月的现实表现。这是一项着眼更遥远未来的投资,但你的目光仍需跨越四年之久。”</p><p style=\"text-align: left;\">判断SpaceX合理价值的难题,在于其当前财务数据与不远的将来预期之间存在巨大鸿沟。根据未参与此次IPO的机构分析师的少数早期估算,这家全称为Space Exploration Technologies Corp.的公司预计2026年营收约为360亿美元,且目前尚未实现盈利。</p><p style=\"text-align: left;\">汇编数据显示,按照未来12个月预期营收计算,SpaceX的市销率高达41倍。作为参照,<a href=\"https://laohu8.com/S/161125\">标普500</a>指数中该指标最高的<a href=\"https://laohu8.com/S/PLTR\">Palantir</a> Technologies(PLTR.US)也不过32倍;而苹果(AAPL.US)和微软(MSFT.US)均低于预期销售额的9倍。</p><p class=\"t-img-caption\"><img src=\"https://static.tigerbbs.com/8e0f321bf6f960dbb5758cbfc8bcb27d\" data-align=\"center\" tg-width=\"200\" tg-height=\"120\"/><span></span></p><p style=\"text-align: left;\">Allspring Global Investments成长股团队高级投资组合经理罗伯特·格伦迪克表示:“该公司的大量未来价值仍寄望于某种程度上尚属遥远的收入流。这注定会导致其股价波动远大于大多数更为成熟稳定的企业。”</p><p style=\"text-align: left;\"><strong>“我可能活不到那一天”</strong></p><p style=\"text-align: left;\">为了弥合SpaceX当前估值与现实之间的鸿沟,华尔街一直在极力渲染其激进的增长路径。高盛研究团队预计,该公司2030年总营收将达到4740亿美元。<a href=\"https://laohu8.com/S/EVR\">Evercore</a> ISI分析师则预期,2031年销售额有望突破1万亿美元。而据报道,摩根士丹利分析师认为2040年营收可能高达3.4万亿美元。</p><p style=\"text-align: left;\">First New York投资组合经理兼宏观交易员维克伦·拉伊对此调侃道:“我可能活不到那一天。当预测被推至如此遥远的未来时,根本无从验证。”</p><p style=\"text-align: left;\">正因如此,本轮密集出炉的券商研报将至关重要——这些报告应当包含更为具体的短期预测和量化指标,为投资者在评估这只迅速成为市场最热门股票之一时提供比较基准。</p><p style=\"text-align: left;\">该股于6月11日以135美元发行,次日开盘价为150美元,随后迅速飙升。6月16日,SpaceX收于201.80美元,市值达2.6万亿美元,跃居全球第六大公司。然而此后势头逆转。周三,该股收于157.54美元,市值跌破2.1万亿美元,较峰值回落22%,已逼近IPO后开盘价附近。</p><p style=\"text-align: left;\">目前华尔街整体偏向看多。追踪该股的12位分析师中有8人给予“买入”评级。未来12个月的目标价从165美元至401美元不等,平均目标价为223美元,较周三收盘价高出41%。</p><p class=\"t-img-caption\"><img src=\"https://static.tigerbbs.com/79dac8e56d47f030270d6f18a6702f32\" data-align=\"center\" tg-width=\"200\" tg-height=\"120\"/><span></span></p><p style=\"text-align: left;\">已公布的预估显示,SpaceX有望在2028年实现小幅盈利,营收将翻两番至1600亿美元。但据行业研究分析师乔治·弗格森及其团队测算,即便到2030年销售额激增8倍,该股市值仍将比那些营收高出数倍的科技巨头更为昂贵。</p><p style=\"text-align: left;\">他们在6月30日的研报中写道:“根据我们的模型,尽管未来五年营收和利润预计将大幅攀升,SpaceX的估值仍然偏高。即使到2030年销售额增长近9倍、EBITDA增长17倍,模型显示其估值仍将超过<a href=\"https://laohu8.com/S/MSFT\">微软</a>、<a href=\"https://laohu8.com/S/META\">Meta</a>(META.US)、<a href=\"https://laohu8.com/S/GOOG\">谷歌</a>(GOOGL.US)和<a href=\"https://laohu8.com/S/AMZN\">亚马逊</a>(AMZN.US)等盈利巨头2026年的估值水平。”</p><p style=\"text-align: left;\"><strong>“超越完美的定价”</strong></p><p style=\"text-align: left;\">这也在一定程度上解释了部分分析师的怀疑态度。Morningstar的尼古拉斯·欧文斯给予该股“卖出”评级;Argus以“持有”覆盖,称SpaceX的估值倍数可能需要数年才能回归更正常水平;CFRA分析师基思·斯奈德则给出“卖出”评级,12个月目标价仅为115美元,低于发行价,理由是公司估值过高且资本密集度显著。</p><p style=\"text-align: left;\">斯奈德在6月12日的研报中写道:“当前的投资逻辑要求投资者同时为多个难以兑现的预期背书。”SpaceX之所以难以估值,是因为它不易与传统航空航天企业、卫星运营商、电信服务商、云基础设施制造商或AI模型公司进行横向比较。</p><p style=\"text-align: left;\">他进一步指出:“SpaceX是一家卓越的公司,但如果估值已过度计入未来成功,即便卓越的公司也可能成为缺乏吸引力的投资。”</p><p style=\"text-align: left;\">更添戏剧性的是,分析师静默期结束恰逢SpaceX被纳入纳斯达克100指数。考虑到大量追踪这一科技股基准的基金,此举将为该股带来可观的买盘支撑——据测算,此次纳入预计将推动49亿美元的买盘资金入场。</p><p style=\"text-align: left;\">科技研究公司New Constructs首席执行官戴维·特雷纳认为,这一时间安排有利于最大限度地减少股价波动。不过,他仍告诫投资者保持谨慎,因为公司市值已严重脱离基本面。</p><p style=\"text-align: left;\">“它的定价已经完美到超越现实,甚至超出了这个世界,”他表示。</p></body></html>","source":"highlight_zhitongcaijin","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>静默期解除!22家投行下周集体“开麦”,SpaceX两万亿估值大考来了</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; 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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静默期解除!22家投行下周集体“开麦”,SpaceX两万亿估值大考来了\n</h2>\n\n<h4 class=\"meta\">\n\n\n2026-07-02 19:31 北京时间 <a href=http://www.zhitongcaijing.com/content/detail/1462491.html><strong>智通财经网</strong></a>\n\n\n</h4>\n\n</header>\n<article>\n<div>\n<p>智通财经APP获悉,自上月SpaceX(SPCX.US)完成创纪录的首次公开募股(IPO)以来,投资者基本上一直处于“信息盲区”——可供参考的财务预测寥寥无几,难以判断该股的真实价值。但这一局面将于下周发生改变。由高盛集团牵头、摩根士丹利、美国银行、花旗集团和摩根大通等22家银行共同承销的860亿美元IPO所涉及的分析师静默期即将结束。自下周二起,投资者预计将迎来大量研报、目标价和业绩增长预测,...</p>\n\n<a href=\"http://www.zhitongcaijing.com/content/detail/1462491.html\">网页链接</a>\n\n</div>\n\n\n</article>\n</div>\n</body>\n</html>\n","type":0,"thumbnail":"https://community-static.tradeup.com/news/204deea95548090ff5aad7c01fcebb6f","relate_stocks":{"UFO":"Procure Space ETF","SPCM":"2倍做多SpaceX ETF-Tradr","SPCU":"2倍做多SpaceX ETF-Defiance","XOVR":"ERShares Private-Public Crossover ETF","SNK":"2倍做空SpaceX ETF-GraniteShares","BK4615":"SpaceX概念","SPCG":"2倍做空SpaceX ETF-Tradr","BK4089":"非传统电信运营商","SPCQ":"2倍做空SpaceX ETF-Defiance","SPCF":"2倍做多SpaceX ETF-ProShares","SPAL":"2倍做多Space X ETF-GraniteShares","SPCH":"2倍做多SpaceX ETF-Leverage Shares","SPCX":"SPAC and New Issue ETF","LOFF":"2倍做多SpaceX ETF-Direxion","SPAX":"2倍做多SPACEX ETF-T-REX","SSPC":"2倍做空SpaceX ETF-Leverage Shares"},"source_url":"http://www.zhitongcaijing.com/content/detail/1462491.html","is_english":false,"share_image_url":"https://static.laohu8.com/6ca2dcdccfa2217fb20a0351f4efe814","article_id":"2648504426","content_text":"智通财经APP获悉,自上月SpaceX(SPCX.US)完成创纪录的首次公开募股(IPO)以来,投资者基本上一直处于“信息盲区”——可供参考的财务预测寥寥无几,难以判断该股的真实价值。但这一局面将于下周发生改变。由高盛集团牵头、摩根士丹利、美国银行、花旗集团和摩根大通等22家银行共同承销的860亿美元IPO所涉及的分析师静默期即将结束。自下周二起,投资者预计将迎来大量研报、目标价和业绩增长预测,这些信息将有助于投资者厘清该股在短期及未来数年内的可能走势。B. Riley Wealth首席市场策略师阿特·霍根表示:“所有人都在谈论这家公司在2030年可能达到的高度,而非未来12个月的现实表现。这是一项着眼更遥远未来的投资,但你的目光仍需跨越四年之久。”判断SpaceX合理价值的难题,在于其当前财务数据与不远的将来预期之间存在巨大鸿沟。根据未参与此次IPO的机构分析师的少数早期估算,这家全称为Space Exploration Technologies Corp.的公司预计2026年营收约为360亿美元,且目前尚未实现盈利。汇编数据显示,按照未来12个月预期营收计算,SpaceX的市销率高达41倍。作为参照,标普500指数中该指标最高的Palantir Technologies(PLTR.US)也不过32倍;而苹果(AAPL.US)和微软(MSFT.US)均低于预期销售额的9倍。Allspring Global Investments成长股团队高级投资组合经理罗伯特·格伦迪克表示:“该公司的大量未来价值仍寄望于某种程度上尚属遥远的收入流。这注定会导致其股价波动远大于大多数更为成熟稳定的企业。”“我可能活不到那一天”为了弥合SpaceX当前估值与现实之间的鸿沟,华尔街一直在极力渲染其激进的增长路径。高盛研究团队预计,该公司2030年总营收将达到4740亿美元。Evercore ISI分析师则预期,2031年销售额有望突破1万亿美元。而据报道,摩根士丹利分析师认为2040年营收可能高达3.4万亿美元。First New York投资组合经理兼宏观交易员维克伦·拉伊对此调侃道:“我可能活不到那一天。当预测被推至如此遥远的未来时,根本无从验证。”正因如此,本轮密集出炉的券商研报将至关重要——这些报告应当包含更为具体的短期预测和量化指标,为投资者在评估这只迅速成为市场最热门股票之一时提供比较基准。该股于6月11日以135美元发行,次日开盘价为150美元,随后迅速飙升。6月16日,SpaceX收于201.80美元,市值达2.6万亿美元,跃居全球第六大公司。然而此后势头逆转。周三,该股收于157.54美元,市值跌破2.1万亿美元,较峰值回落22%,已逼近IPO后开盘价附近。目前华尔街整体偏向看多。追踪该股的12位分析师中有8人给予“买入”评级。未来12个月的目标价从165美元至401美元不等,平均目标价为223美元,较周三收盘价高出41%。已公布的预估显示,SpaceX有望在2028年实现小幅盈利,营收将翻两番至1600亿美元。但据行业研究分析师乔治·弗格森及其团队测算,即便到2030年销售额激增8倍,该股市值仍将比那些营收高出数倍的科技巨头更为昂贵。他们在6月30日的研报中写道:“根据我们的模型,尽管未来五年营收和利润预计将大幅攀升,SpaceX的估值仍然偏高。即使到2030年销售额增长近9倍、EBITDA增长17倍,模型显示其估值仍将超过微软、Meta(META.US)、谷歌(GOOGL.US)和亚马逊(AMZN.US)等盈利巨头2026年的估值水平。”“超越完美的定价”这也在一定程度上解释了部分分析师的怀疑态度。Morningstar的尼古拉斯·欧文斯给予该股“卖出”评级;Argus以“持有”覆盖,称SpaceX的估值倍数可能需要数年才能回归更正常水平;CFRA分析师基思·斯奈德则给出“卖出”评级,12个月目标价仅为115美元,低于发行价,理由是公司估值过高且资本密集度显著。斯奈德在6月12日的研报中写道:“当前的投资逻辑要求投资者同时为多个难以兑现的预期背书。”SpaceX之所以难以估值,是因为它不易与传统航空航天企业、卫星运营商、电信服务商、云基础设施制造商或AI模型公司进行横向比较。他进一步指出:“SpaceX是一家卓越的公司,但如果估值已过度计入未来成功,即便卓越的公司也可能成为缺乏吸引力的投资。”更添戏剧性的是,分析师静默期结束恰逢SpaceX被纳入纳斯达克100指数。考虑到大量追踪这一科技股基准的基金,此举将为该股带来可观的买盘支撑——据测算,此次纳入预计将推动49亿美元的买盘资金入场。科技研究公司New Constructs首席执行官戴维·特雷纳认为,这一时间安排有利于最大限度地减少股价波动。不过,他仍告诫投资者保持谨慎,因为公司市值已严重脱离基本面。“它的定价已经完美到超越现实,甚至超出了这个世界,”他表示。","news_type":1,"symbols_score_info":{"UFO":0.6,"SPCU":1.5,"XOVR":1.5,"SSPC":0.6,"SPCQ":0.6,"SPAL":1.5,"LOFF":0.6,"SNK":1.5,"SPCF":0.6,"SPCH":0.6,"SPAX":0.6,"SPCM":0.6,"SPCX":1.5,"SPCG":0.6}},"isVote":1,"tweetType":1,"viewCount":467,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"CN","totalScore":0},{"id":581229772801224,"gmtCreate":1782931973530,"gmtModify":1782931975644,"author":{"id":"3560418186602071","authorId":"3560418186602071","name":"畜牧教主马斯克","avatar":"https://static.tigerbbs.com/58bf1dddf2200bde0bbfcaedaadea959","crmLevel":5,"crmLevelSwitch":1,"followedFlag":false,"authorIdStr":"3560418186602071","idStr":"3560418186602071"},"themes":[],"title":"","htmlText":"车主教育最好的品牌,也是唯一起诉车主的好企业","listText":"车主教育最好的品牌,也是唯一起诉车主的好企业","text":"车主教育最好的品牌,也是唯一起诉车主的好企业","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":0,"commentSize":0,"repostSize":0,"link":"https://laohu8.com/post/581229772801224","repostId":"2648654612","repostType":2,"repost":{"id":"2648654612","kind":"news","pubTimestamp":1782910252,"share":"https://www.laohu8.com/m/news/2648654612?lang=zh_CN&edition=full","pubTime":"2026-07-01 20:50","market":"hk","language":"zh","title":"特斯拉6月欧洲多国销量回暖,法国翻倍增长、挪威逆势大跌","url":"https://stock-news.laohu8.com/highlight/detail?id=2648654612","media":"IT之家","summary":"IT之家注意到,此次回暖之前,特斯拉在欧洲市场经历了一段低迷期。法国一直是特斯拉的业绩亮点。但挪威市场走势与整体行情相悖。行业数据机构 OFV 统计显示,6 月特斯拉挪威新车注册量同比大跌 43%。分析师预测,特斯拉二季度汽车交付量将同比上涨 5%,大部分增量或将来自欧洲市场。","content":"<html><body><p>7 月 1 日消息,据路透社报道,最新公布的数据显示,6 月<a href=\"https://laohu8.com/S/TSLA\">特斯拉</a>在欧洲多个市场的新车注册量均实现上涨。</p><p><img src=\"https://x0.ifengimg.com/res/2026/EA603B69A72F88B958C6FA23E336D4185F32ECED_size29_w640_h331.jpg\"/></p><p>新车注册量可作为销量参考指标。丹麦汽车统计网站 bilstatistik.dk、瑞典出行协会 Mobility Sweden 与西班牙汽车制造商协会 ANFAC 的数据显示,6 月特斯拉在丹麦注册量大涨 39%,瑞典涨幅达 56%,西班牙增长 5.6%;而法国汽车行业协会 PFA 的数据则显示,特斯拉在法注册量同比翻番以上。</p><p>IT之家注意到,此次回暖之前,特斯拉在欧洲市场经历了一段低迷期。去年,中国品牌抢占市场份额、特斯拉自身车型<a href=\"https://laohu8.com/S/301365\">矩阵</a>单一,再加上部分消费者对公司首席执行官埃隆 · 马斯克的政治立场心存抵触,特斯拉在欧洲的市场占有率持续下滑。</p><p>法国一直是特斯拉的业绩亮点。ING Research 高级经济学家里科 · 卢曼表示,法国电动汽车补贴政策、企业车队电动化提速共同拉动了当地需求,同时特斯拉也逐步摆脱了去年围绕马斯克引发的舆论负面影响。</p><p>但挪威市场走势与整体行情相悖。行业数据机构 OFV 统计显示,6 月特斯拉挪威新车注册量同比大跌 43%。卢曼分析称,挪威此前出台力度极大的新能源购车激励政策,大量消费者赶在 2026 年税收优惠缩减前提前购车,透支了消费需求,因此今年当地新能源车市场短期陷入低迷。</p><p>6 月市场注册数据也为特斯拉即将公布的季度交付数据奠定了基调。分析师预测,特斯拉二季度汽车交付量将同比上涨 5%,大部分增量或将来自欧洲市场。欧洲汽车制造商协会(ACEA)数据显示,受油价走高推动消费者转向电车,5 月欧洲纯电动汽车注册量同比上涨 39.1%。</p><p>欧洲两大汽车市场英国与德国,将于本周晚些时候公布 6 月新车注册数据。</p></body></html>","source":"fenghuang_stock","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6月欧洲多国销量回暖,法国翻倍增长、挪威逆势大跌</title>\n<style 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}\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6月欧洲多国销量回暖,法国翻倍增长、挪威逆势大跌\n</h2>\n\n<h4 class=\"meta\">\n\n\n2026-07-01 20:50 北京时间 <a href=https://tech.ifeng.com/c/8uPdLuJtH58><strong>IT之家</strong></a>\n\n\n</h4>\n\n</header>\n<article>\n<div>\n<p>7 月 1 日消息,据路透社报道,最新公布的数据显示,6 月特斯拉在欧洲多个市场的新车注册量均实现上涨。新车注册量可作为销量参考指标。丹麦汽车统计网站 bilstatistik.dk、瑞典出行协会 Mobility Sweden 与西班牙汽车制造商协会 ANFAC 的数据显示,6 月特斯拉在丹麦注册量大涨 39%,瑞典涨幅达 56%,西班牙增长 5.6%;而法国汽车行业协会 PFA 的数据则显示,...</p>\n\n<a href=\"https://tech.ifeng.com/c/8uPdLuJtH58\">网页链接</a>\n\n</div>\n\n\n</article>\n</div>\n</body>\n</html>\n","type":0,"thumbnail":"","relate_stocks":{"LU2756315318.SGD":"ALLIANZ INCOME AND GROWTH \"AMG\" (SGDHDG) INC A","BK4533":"AQR资本管理(全球第二大对冲基金)","LU2023250330.USD":"ALLIANZ INCOME AND GROWTH \"AMG\" (USD) INC","LU0348723411.USD":"ALLIANZ GLOBAL HI-TECH GROWTH \"A\" (USD) INC","BK4516":"特朗普概念","LU1720051017.SGD":"Allianz Global Artificial Intelligence AT Acc H2-SGD","BK4592":"伊斯兰概念","TSLA":"特斯拉","LU0823411888.USD":"法巴消费创新基金 Cap","IE00BK4W5L77.USD":"HSBC GLOBAL FUNDS ICAV US EQUITY INDEX \"HC\" (USD) ACC","LU1066051811.HKD":"HSBC GIF GLOBAL EQUITY VOLATILITY FOCUSED \"AM2\" (HKD) INC","BK4548":"巴美列捷福持仓","IE00BK4W5M84.HKD":"HSBC GLOBAL FUNDS ICAV US EQUITY INDEX \"HC\" (HKD) ACC","LU2462157665.USD":"ALLIANZ GLOBAL INCOME \"A\" (USD) INC","LU0964807845.USD":"ALLIANZ INCOME & GROWTH \"A\" (USD) INC","SG9999015978.USD":"利安颠覆性创新基金A","LU2087621335.USD":"ALLSPRING GLOBAL FACTOR ENHANCED 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INC","LU0082616367.USD":"摩根大通美国科技A(dist)","LU1066051225.USD":"HSBC GIF GLOBAL EQUITY VOLATILITY FOCUSED \"AC\" (USD) ACC"},"source_url":"https://tech.ifeng.com/c/8uPdLuJtH58","is_english":false,"share_image_url":"https://static.laohu8.com/e9f99090a1c2ed51c021029395664489","article_id":"2648654612","content_text":"7 月 1 日消息,据路透社报道,最新公布的数据显示,6 月特斯拉在欧洲多个市场的新车注册量均实现上涨。新车注册量可作为销量参考指标。丹麦汽车统计网站 bilstatistik.dk、瑞典出行协会 Mobility Sweden 与西班牙汽车制造商协会 ANFAC 的数据显示,6 月特斯拉在丹麦注册量大涨 39%,瑞典涨幅达 56%,西班牙增长 5.6%;而法国汽车行业协会 PFA 的数据则显示,特斯拉在法注册量同比翻番以上。IT之家注意到,此次回暖之前,特斯拉在欧洲市场经历了一段低迷期。去年,中国品牌抢占市场份额、特斯拉自身车型矩阵单一,再加上部分消费者对公司首席执行官埃隆 · 马斯克的政治立场心存抵触,特斯拉在欧洲的市场占有率持续下滑。法国一直是特斯拉的业绩亮点。ING Research 高级经济学家里科 · 卢曼表示,法国电动汽车补贴政策、企业车队电动化提速共同拉动了当地需求,同时特斯拉也逐步摆脱了去年围绕马斯克引发的舆论负面影响。但挪威市场走势与整体行情相悖。行业数据机构 OFV 统计显示,6 月特斯拉挪威新车注册量同比大跌 43%。卢曼分析称,挪威此前出台力度极大的新能源购车激励政策,大量消费者赶在 2026 年税收优惠缩减前提前购车,透支了消费需求,因此今年当地新能源车市场短期陷入低迷。6 月市场注册数据也为特斯拉即将公布的季度交付数据奠定了基调。分析师预测,特斯拉二季度汽车交付量将同比上涨 5%,大部分增量或将来自欧洲市场。欧洲汽车制造商协会(ACEA)数据显示,受油价走高推动消费者转向电车,5 月欧洲纯电动汽车注册量同比上涨 39.1%。欧洲两大汽车市场英国与德国,将于本周晚些时候公布 6 月新车注册数据。","news_type":1,"symbols_score_info":{"TSDD":0.6,"TSLY":0.6,"TSLR":0.6,"07766":0.6,"TLA":0.6,"TSLS":0.6,"TEST":0.6,"TSLP":0.6,"09766":0.6,"TSLA":1.97,"TSLZ":0.6,"TESL":0.6,"TSLO":0.6,"07366":0.6,"TSL":0.6,"TSLT":0.6,"09366":0.6,"CRSH":0.6,"TSYY":0.6,"TSII":0.6,"TSLG":0.6,"TSLI":0.6,"TSLQ":0.6,"TSLW":0.6}},"isVote":1,"tweetType":1,"viewCount":151,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"CN","totalScore":0},{"id":580677889463216,"gmtCreate":1782797155363,"gmtModify":1782797157236,"author":{"id":"3560418186602071","authorId":"3560418186602071","name":"畜牧教主马斯克","avatar":"https://static.tigerbbs.com/58bf1dddf2200bde0bbfcaedaadea959","crmLevel":5,"crmLevelSwitch":1,"followedFlag":false,"authorIdStr":"3560418186602071","idStr":"3560418186602071"},"themes":[],"title":"","htmlText":"左脚踩右脚,自己的公司和自己的公司合作,还是马圣会玩[开心] ","listText":"左脚踩右脚,自己的公司和自己的公司合作,还是马圣会玩[开心] ","text":"左脚踩右脚,自己的公司和自己的公司合作,还是马圣会玩[开心]","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":1,"commentSize":0,"repostSize":0,"link":"https://laohu8.com/post/580677889463216","repostId":"1125667694","repostType":2,"repost":{"id":"1125667694","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":1782746247,"share":"https://www.laohu8.com/m/news/1125667694?lang=zh_CN&edition=full","pubTime":"2026-06-29 23:17","market":"us","language":"zh","title":"美股异动 |特斯拉股价升逾4%,其与SpaceX加深合作,投资者等待第二季交付数据","url":"https://stock-news.laohu8.com/highlight/detail?id=1125667694","media":"老虎资讯综合","summary":"投资者正在等待特斯拉于周四公布第二季度交付数据。AI3是特斯拉于2019年推出的车载计算机。新款特斯拉车辆则搭载2023年推出的AI4硬件。他还指出,该模型正被SpaceX和特斯拉使用,这是两家公司关系日益密切的又一例证。特斯拉还持有SpaceX的一小部分股权。这些关联引发了华尔街的猜测,认为特斯拉与SpaceX的合并可能在未来12至18个月内发生。SpaceX于6月初完成了史上最大规模的首次公开募股。","content":"<html><head></head><body><p style=\"text-align: left;\">在经历了艰难的一周后,特斯拉股价周一美股早盘上涨。首席执行官埃隆·马斯克的推文可能起到了助推作用。</p><p style=\"text-align: left;\">这家电动汽车制造商的股价早盘上涨超4%。</p><p class=\"t-img-caption\"><img src=\"https://community-static.tradeup.com/news/ceca205cdf75b6be87a6c65c9dde5894\" data-align=\"center\" data-image-type=\"kline\" tg-width=\"560\" tg-height=\"240\"/><span></span></p><p style=\"text-align: left;\"><br/>此次上涨并无太多基本面消息支撑——没有华尔街的上调或下调评级。投资者正在等待特斯拉于周四公布第二季度交付数据。根据FactSet的数据,分析师预计交付量约为40.9万辆,高于2025年第二季度的约38.4万辆。</p><p style=\"text-align: left;\">大盘也起到了助推作用。标普500指数和道琼斯工业平均指数分别上涨0.8%和0.3%。</p><p style=\"text-align: left;\">马斯克似乎也在提供助力。他周一发推文称,特斯拉正在向搭载AI3硬件的车主推送新版全自动驾驶(FSD)驾驶辅助硬件。</p><p style=\"text-align: left;\">AI3是特斯拉于2019年推出的车载计算机。新款特斯拉车辆则搭载2023年推出的AI4硬件。AI4相当于更优秀、更强大的计算机,能够运行更高级的应用程序。<br/>"干得好,[特斯拉AI团队]!"马斯克写道。"AI3计算机的有效内存带宽仅为AI4的15%左右,因此这是一项艰巨的挑战。"</p><p style=\"text-align: left;\">对投资者而言,这意味着搭载AI3硬件的特斯拉车主可能会有动力以每月99美元的价格订阅FSD服务。FSD在大多数时间能够完成大部分驾驶操作,但仍需全程人工监督。</p><p style=\"text-align: left;\">马斯克还在周日发推文称,SpaceX的Grok 4.5人工智能模型"或许"优于Anthropic的产品。</p><p style=\"text-align: left;\">他还指出,该模型正被SpaceX和特斯拉使用,这是两家公司关系日益密切的又一例证。双方正合作开发可在闲置特斯拉车载算力上运行的人工智能应用。它们还在共同建设一座名为TeraFab的半导体制造设施。</p><p style=\"text-align: left;\">特斯拉还持有SpaceX的一小部分股权。当然,埃隆·马斯克同时掌管着这两家公司。</p><p style=\"text-align: left;\">这些关联引发了华尔街的猜测,认为特斯拉与SpaceX的合并可能在未来12至18个月内发生。是否会成真无人能预测。如果实现,这将是史上规模最大的并购。SpaceX于6月初完成了史上最大规模的首次公开募股。</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>美股异动 |特斯拉股价升逾4%,其与SpaceX加深合作,投资者等待第二季交付数据</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; 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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 |特斯拉股价升逾4%,其与SpaceX加深合作,投资者等待第二季交付数据\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\">2026-06-29 23:17</p>\n</div>\n\n</a>\n\n\n</h4>\n\n</header>\n<article>\n<html><head></head><body><p style=\"text-align: left;\">在经历了艰难的一周后,特斯拉股价周一美股早盘上涨。首席执行官埃隆·马斯克的推文可能起到了助推作用。</p><p style=\"text-align: left;\">这家电动汽车制造商的股价早盘上涨超4%。</p><p class=\"t-img-caption\"><img src=\"https://community-static.tradeup.com/news/ceca205cdf75b6be87a6c65c9dde5894\" data-align=\"center\" data-image-type=\"kline\" tg-width=\"560\" tg-height=\"240\"/><span></span></p><p style=\"text-align: left;\"><br/>此次上涨并无太多基本面消息支撑——没有华尔街的上调或下调评级。投资者正在等待特斯拉于周四公布第二季度交付数据。根据FactSet的数据,分析师预计交付量约为40.9万辆,高于2025年第二季度的约38.4万辆。</p><p style=\"text-align: left;\">大盘也起到了助推作用。标普500指数和道琼斯工业平均指数分别上涨0.8%和0.3%。</p><p style=\"text-align: left;\">马斯克似乎也在提供助力。他周一发推文称,特斯拉正在向搭载AI3硬件的车主推送新版全自动驾驶(FSD)驾驶辅助硬件。</p><p style=\"text-align: left;\">AI3是特斯拉于2019年推出的车载计算机。新款特斯拉车辆则搭载2023年推出的AI4硬件。AI4相当于更优秀、更强大的计算机,能够运行更高级的应用程序。<br/>"干得好,[特斯拉AI团队]!"马斯克写道。"AI3计算机的有效内存带宽仅为AI4的15%左右,因此这是一项艰巨的挑战。"</p><p style=\"text-align: left;\">对投资者而言,这意味着搭载AI3硬件的特斯拉车主可能会有动力以每月99美元的价格订阅FSD服务。FSD在大多数时间能够完成大部分驾驶操作,但仍需全程人工监督。</p><p style=\"text-align: left;\">马斯克还在周日发推文称,SpaceX的Grok 4.5人工智能模型"或许"优于Anthropic的产品。</p><p style=\"text-align: left;\">他还指出,该模型正被SpaceX和特斯拉使用,这是两家公司关系日益密切的又一例证。双方正合作开发可在闲置特斯拉车载算力上运行的人工智能应用。它们还在共同建设一座名为TeraFab的半导体制造设施。</p><p style=\"text-align: left;\">特斯拉还持有SpaceX的一小部分股权。当然,埃隆·马斯克同时掌管着这两家公司。</p><p style=\"text-align: left;\">这些关联引发了华尔街的猜测,认为特斯拉与SpaceX的合并可能在未来12至18个月内发生。是否会成真无人能预测。如果实现,这将是史上规模最大的并购。SpaceX于6月初完成了史上最大规模的首次公开募股。</p></body></html>\n\n</article>\n</div>\n</body>\n</html>\n","type":0,"thumbnail":"https://static.tigerbbs.com/340d3c04436bbba1df239d6d4a7e3fd2","relate_stocks":{"TSDD":"2倍做空TSLA ETF-GraniteShares","TSL":"1.25倍做多TSLA ETF-GraniteShares","09366":"XI二南特斯-U","07766":"南方两倍做多特斯拉","TSLZ":"2倍做空TSLA ETF-T-Rex","TSYY":"收益增强TSLA ETF-GraniteShares","TSLG":"2倍做多TSLA ETF-Leverage Shares","TSLI":"2倍做多TSLA ETF-ProShares","TSLL":"2倍做多TSLA ETF-Direxion","TLA":"GraniteShares Autocallable TSLA ETF","TSII":"REX TSLA Growth & Income ETF","TSLP":"TSLA收益溢价策略ETF-Kurv","TSLO":"2倍上限加速TSLA ETF-Leverage Shares","TSLQ":"2倍做空TSLA ETF-Tradr","CRSH":"做空TSLA 期权收益策略ETF-YieldMax","TSLR":"2倍做多TSLA ETF-GraniteShares","TESL":"Simplify Volt TSLA Revolution ETF","TSLS":"1倍做空TSLA ETF-Direxion","TEST":"YieldMax TSLA Performance & Distribution Target 25 ETF","TSLT":"2倍做多TSLA 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4.5人工智能模型\"或许\"优于Anthropic的产品。他还指出,该模型正被SpaceX和特斯拉使用,这是两家公司关系日益密切的又一例证。双方正合作开发可在闲置特斯拉车载算力上运行的人工智能应用。它们还在共同建设一座名为TeraFab的半导体制造设施。特斯拉还持有SpaceX的一小部分股权。当然,埃隆·马斯克同时掌管着这两家公司。这些关联引发了华尔街的猜测,认为特斯拉与SpaceX的合并可能在未来12至18个月内发生。是否会成真无人能预测。如果实现,这将是史上规模最大的并购。SpaceX于6月初完成了史上最大规模的首次公开募股。","news_type":1,"symbols_score_info":{"TSYY":0.6,"TSLP":0.6,"TSLA":2,"TSLI":0.6,"TSDD":0.6,"TSL":0.6,"07366":0.6,"09366":0.6,"TEST":0.6,"TSLG":0.6,"09766":0.6,"TSLL":0.6,"TSLO":0.6,"TSLS":0.6,"TSLR":0.6,"TLA":0.6,"07766":0.6,"TSLQ":0.6,"TSLT":0.6,"TSII":0.6,"CRSH":0.6,"TESL":0.6,"TSLW":0.6,"TSLY":0.6,"TSLZ":0.6}},"isVote":1,"tweetType":1,"viewCount":185,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"CN","totalScore":0},{"id":580400529883200,"gmtCreate":1782729433445,"gmtModify":1782729435477,"author":{"id":"3560418186602071","authorId":"3560418186602071","name":"畜牧教主马斯克","avatar":"https://static.tigerbbs.com/58bf1dddf2200bde0bbfcaedaadea959","crmLevel":5,"crmLevelSwitch":1,"followedFlag":false,"authorIdStr":"3560418186602071","idStr":"3560418186602071"},"themes":[],"title":"","htmlText":"<a 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已经到头了,200近期都没戏了,上市就万亿不赚钱赚信仰的公司[微笑]","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":1,"commentSize":2,"repostSize":0,"link":"https://laohu8.com/post/580400529883200","isVote":1,"tweetType":1,"viewCount":1951,"authorTweetTopStatus":1,"verified":2,"comments":[{"author":{"id":"3460098213665686","authorId":"3460098213665686","name":"缘来","avatar":"https://static.laohu8.com/default-avatar.jpg","crmLevel":4,"crmLevelSwitch":0,"authorIdStr":"3460098213665686","idStr":"3460098213665686"},"content":"马斯克能让韭菜们几年都赚不到钱","text":"马斯克能让韭菜们几年都赚不到钱","html":"马斯克能让韭菜们几年都赚不到钱"}],"imageCount":0,"langContent":"CN","totalScore":0},{"id":578733912420728,"gmtCreate":1782301687101,"gmtModify":1782302114471,"author":{"id":"3560418186602071","authorId":"3560418186602071","name":"畜牧教主马斯克","avatar":"https://static.tigerbbs.com/58bf1dddf2200bde0bbfcaedaadea959","crmLevel":5,"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> 比比谁会吹牛","listText":"<a href=\"https://laohu8.com/S/TSLA\">$特斯拉(TSLA)$ </a><v-v data-views=\"0\"></v-v> 比比谁会吹牛","text":"$特斯拉(TSLA)$ 比比谁会吹牛","images":[{"img":"https://static.tigerbbs.com/8bce2d630c2182b0b4b34a536b02f36e","width":"1080","height":"713"}],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":1,"commentSize":3,"repostSize":0,"link":"https://laohu8.com/post/578733912420728","isVote":1,"tweetType":1,"viewCount":1557,"authorTweetTopStatus":1,"verified":2,"comments":[{"author":{"id":"3575767161110591","authorId":"3575767161110591","name":"单车变跑车6","avatar":"https://static.tigerbbs.com/07727a3397f4e2146c511d0338c14d7c","crmLevel":7,"crmLevelSwitch":0,"authorIdStr":"3575767161110591","idStr":"3575767161110591"},"content":"以后别信他了,我被他坑了太多次了,风险太高!其他票机会更大","text":"以后别信他了,我被他坑了太多次了,风险太高!其他票机会更大","html":"以后别信他了,我被他坑了太多次了,风险太高!其他票机会更大"}],"imageCount":1,"langContent":"CN","totalScore":0},{"id":578709500802016,"gmtCreate":1782295635530,"gmtModify":1782295951272,"author":{"id":"3560418186602071","authorId":"3560418186602071","name":"畜牧教主马斯克","avatar":"https://static.tigerbbs.com/58bf1dddf2200bde0bbfcaedaadea959","crmLevel":5,"crmLevelSwitch":1,"followedFlag":false,"authorIdStr":"3560418186602071","idStr":"3560418186602071"},"themes":[],"title":"","htmlText":"<a href=\"https://laohu8.com/S/SPCX\">$SpaceX(SPCX)$</a> 如果你以为你很会吹牛,那就来和他比比,50以下","listText":"<a href=\"https://laohu8.com/S/SPCX\">$SpaceX(SPCX)$</a> 如果你以为你很会吹牛,那就来和他比比,50以下","text":"$SpaceX(SPCX)$ 如果你以为你很会吹牛,那就来和他比比,50以下","images":[{"img":"https://static.tigerbbs.com/8bce2d630c2182b0b4b34a536b02f36e","width":"1080","height":"713"}],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":6,"commentSize":8,"repostSize":1,"link":"https://laohu8.com/post/578709500802016","isVote":1,"tweetType":1,"viewCount":3410,"authorTweetTopStatus":1,"verified":2,"comments":[{"author":{"id":"4095947560710240","authorId":"4095947560710240","name":"Hotcrazy","avatar":"https://static.tigerbbs.com/28ed564105307994b8f9b71dc8e054e0","crmLevel":5,"crmLevelSwitch":0,"authorIdStr":"4095947560710240","idStr":"4095947560710240"},"content":"马斯克喜欢预期打满,稍有不对就大回撤,只适合市场疯狂打压时买入。一直在前进但是也一直在延期。","text":"马斯克喜欢预期打满,稍有不对就大回撤,只适合市场疯狂打压时买入。一直在前进但是也一直在延期。","html":"马斯克喜欢预期打满,稍有不对就大回撤,只适合市场疯狂打压时买入。一直在前进但是也一直在延期。"},{"author":{"id":"87334667095280","authorId":"87334667095280","name":"哥的韭菜","avatar":"https://static.tigerbbs.com/71be10d42debfb4c544a96ed1633a84c","crmLevel":1,"crmLevelSwitch":0,"authorIdStr":"87334667095280","idStr":"87334667095280"},"content":"50就去买点","text":"50就去买点","html":"50就去买点"}],"imageCount":1,"langContent":"CN","totalScore":0},{"id":578616154665224,"gmtCreate":1782272931875,"gmtModify":1782275345610,"author":{"id":"3560418186602071","authorId":"3560418186602071","name":"畜牧教主马斯克","avatar":"https://static.tigerbbs.com/58bf1dddf2200bde0bbfcaedaadea959","crmLevel":5,"crmLevelSwitch":1,"followedFlag":false,"authorIdStr":"3560418186602071","idStr":"3560418186602071"},"themes":[],"title":"","htmlText":"两家画饼公司合并,市盈率直接爆炸,市值逼近四万亿,盈利不忍直视[微笑] ","listText":"两家画饼公司合并,市盈率直接爆炸,市值逼近四万亿,盈利不忍直视[微笑] ","text":"两家画饼公司合并,市盈率直接爆炸,市值逼近四万亿,盈利不忍直视[微笑]","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":0,"commentSize":0,"repostSize":0,"link":"https://laohu8.com/post/578616154665224","repostId":"2645985731","repostType":2,"repost":{"id":"2645985731","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":1782266068,"share":"https://www.laohu8.com/m/news/2645985731?lang=zh_CN&edition=full","pubTime":"2026-06-24 09:54","market":"us","language":"zh","title":"马斯克的终极剧本?Baird:特斯拉与SpaceX合并一年半内落地,概率超80%","url":"https://stock-news.laohu8.com/highlight/detail?id=2645985731","media":"华尔街见闻","summary":"华尔街押注特斯拉与SpaceX合并,打造可比肩英伟达、苹果的科技巨无霸。Baird分析师预测二者合并交易将在12至18个月内落地,发生概率超过80%。另有分析指出,收购溢价促使近期特斯拉股价相对坚挺,合并若落空,马斯克溢价消失,特斯拉估值就只能依靠基本面。","content":"<html><head></head><body><p style=\"text-align: left;\">马斯克旗下两大资产的整合预期,正成为支撑特斯拉股价的关键叙事。</p><p style=\"text-align: left;\">SpaceX上周完成史上规模最大的IPO,成为马斯克名下市值最高的资产,令特斯拉股东承压。然而,这场IPO也在华尔街点燃了另一种押注——投资者预期马斯克最终将推动特斯拉与SpaceX合并,打造一个可与<a href=\"https://laohu8.com/S/NVDA\">英伟达</a>、<a href=\"https://laohu8.com/S/GOOG\">谷歌</a>和<a href=\"https://laohu8.com/S/AAPL\">苹果</a>比肩的科技巨无霸。</p><p style=\"text-align: left;\">这种预期已开始反映在市场定价中。特斯拉股价自SpaceX上市以来保持相对稳定,并于周一重新站上400美元,SpaceX股价周二小幅收涨1%,此前已连续三个交易日回落,市值蒸发6000亿美元,IPO后的狂热情绪持续消退。</p><p style=\"text-align: left;\">Baird分析师Ben Kallo将两家公司合并称为"终极结局",并预测交易将在12至18个月内落地,发生概率超过80%。</p><p class=\"t-img-caption\"><img src=\"https://community-static.tradeup.com/news/95f5c15c1531f834327964bbf26dee7d\" data-align=\"center\" tg-width=\"1111\" tg-height=\"765\"/><span></span></p><h2 style=\"text-align: left;\">合并叙事提振市场情绪</h2><p style=\"text-align: left;\">SpaceX的上市改变了市场对特斯拉的叙事逻辑。</p><p style=\"text-align: left;\">Tigress <a href=\"https://laohu8.com/S/FLPRF\">Financial Partners</a>首席投资官Ivan Feinseth将此次IPO定性为特斯拉的"叙事催化剂"。持有特斯拉股票的Roundhill Financial首席执行官Dave Mazza表示,相比SpaceX上市前,他如今更加确信两家公司可能走向合并。Mazza表示:</p><blockquote><p style=\"text-align: left;\">"多年来,特斯拉是持有马斯克溢价的唯一公开途径,但现在情况不同了,SpaceX以更清晰的方式诠释了人工智能和太空的故事,特斯拉股价之所以能保持在400美元上方,是因为收购溢价正在形成。"</p></blockquote><p style=\"text-align: left;\">Kallo在研报中写道,除SpaceX合并预期外,特斯拉潜在催化剂还包括Optimus机器人进展、欧盟监管机构对完全自动驾驶的进一步放行、美国Robotaxi业务扩张、<a href=\"https://laohu8.com/S/TSLA\">Tesla</a> Semi商业化落地以及能源业务新产品。</p><h2 style=\"text-align: left;\">人工智能构成关键交集,估值落差是最大障碍</h2><p style=\"text-align: left;\">尽管特斯拉深耕电动汽车与人形机器人,SpaceX专注于火箭、卫星和星际探索,两家公司的业务重叠并不明显,但人工智能正在成为两者的核心纽带。</p><p style=\"text-align: left;\">SpaceX于今年2月收购xAI,并随后与特斯拉联合成立半导体制造合资企业Terafab,进军芯片制造领域。Kallo指出,两家公司在规模化发展上存在共同需求,合并可使双方"从更大规模中共同受益"。</p><p style=\"text-align: left;\">任何合并交易的核心挑战在于定价,而SpaceX估值的剧烈波动使这一问题更为棘手。</p><p style=\"text-align: left;\">晨星分析师Seth Goldstein在IPO前的研报中指出,SpaceX估值在短短一年内出现跳跃式变化:一年前约为4000亿美元,今年2月收购xAI时对应估值升至约1万亿美元,其中AI业务部分估值约2500亿美元。截至周二收盘,SpaceX市值2.05万亿。Goldstein在研报中写道:</p><blockquote><p style=\"text-align: left;\">"鉴于SpaceX在IPO前估值飙升,我们怀疑特斯拉股东是否会愿意在SpaceX估值倍数远高于特斯拉的情况下购买其股票。"</p></blockquote><p style=\"text-align: left;\">他同时指出,SpaceX现有股东接受大幅折价的可能性也不高,但若股价回落至其公允价值估值63美元附近,双方的接受意愿或将提升。</p><p style=\"text-align: left;\">Goldstein补充称,鉴于马斯克的公司行动往往节奏较快,"如果一年内达成交易,我们也不会感到惊讶"。</p><h2 style=\"text-align: left;\">合并若落空,马斯克溢价消失,特斯拉要靠基本面</h2><p style=\"text-align: left;\">在押注合并的乐观预期背后,风险同样不容忽视。Roundhill的Mazza表示:</p><blockquote><p style=\"text-align: left;\">"没有达成协议,特斯拉就没有捷径可走,SpaceX现在已经成为获得马斯克溢价的独立途径,特斯拉无法再借用这种热度,它必须在Robotaxi和Optimus项目上取得实际成果,才能证明其股价的合理性。"</p></blockquote><p style=\"text-align: left;\">Baird的Kallo预测特斯拉第二季度交付量约为39.29万辆,数据将于7月2日开市前公布;2026年全年交付量预计为168万辆。</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>马斯克的终极剧本?Baird:特斯拉与SpaceX合并一年半内落地,概率超80%</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{ 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}\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马斯克的终极剧本?Baird:特斯拉与SpaceX合并一年半内落地,概率超80%\n</h2>\n\n<h4 class=\"meta\">\n\n\n<a class=\"head\" href=\"https://laohu8.com/wemedia/1084101182\">\n\n\n<div class=\"h-thumb\" style=\"background-image:url(https://static.tigerbbs.com/66809d1f5c2e43e2bdf15820c6d6897e);background-size:cover;\"></div>\n\n<div class=\"h-content\">\n<p class=\"h-name\">华尔街见闻 </p>\n<p class=\"h-time\">2026-06-24 09:54</p>\n</div>\n\n</a>\n\n\n</h4>\n\n</header>\n<article>\n<html><head></head><body><p style=\"text-align: left;\">马斯克旗下两大资产的整合预期,正成为支撑特斯拉股价的关键叙事。</p><p style=\"text-align: left;\">SpaceX上周完成史上规模最大的IPO,成为马斯克名下市值最高的资产,令特斯拉股东承压。然而,这场IPO也在华尔街点燃了另一种押注——投资者预期马斯克最终将推动特斯拉与SpaceX合并,打造一个可与<a href=\"https://laohu8.com/S/NVDA\">英伟达</a>、<a href=\"https://laohu8.com/S/GOOG\">谷歌</a>和<a href=\"https://laohu8.com/S/AAPL\">苹果</a>比肩的科技巨无霸。</p><p style=\"text-align: left;\">这种预期已开始反映在市场定价中。特斯拉股价自SpaceX上市以来保持相对稳定,并于周一重新站上400美元,SpaceX股价周二小幅收涨1%,此前已连续三个交易日回落,市值蒸发6000亿美元,IPO后的狂热情绪持续消退。</p><p style=\"text-align: left;\">Baird分析师Ben Kallo将两家公司合并称为"终极结局",并预测交易将在12至18个月内落地,发生概率超过80%。</p><p class=\"t-img-caption\"><img src=\"https://community-static.tradeup.com/news/95f5c15c1531f834327964bbf26dee7d\" data-align=\"center\" tg-width=\"1111\" tg-height=\"765\"/><span></span></p><h2 style=\"text-align: left;\">合并叙事提振市场情绪</h2><p style=\"text-align: left;\">SpaceX的上市改变了市场对特斯拉的叙事逻辑。</p><p style=\"text-align: left;\">Tigress <a href=\"https://laohu8.com/S/FLPRF\">Financial Partners</a>首席投资官Ivan Feinseth将此次IPO定性为特斯拉的"叙事催化剂"。持有特斯拉股票的Roundhill Financial首席执行官Dave Mazza表示,相比SpaceX上市前,他如今更加确信两家公司可能走向合并。Mazza表示:</p><blockquote><p style=\"text-align: left;\">"多年来,特斯拉是持有马斯克溢价的唯一公开途径,但现在情况不同了,SpaceX以更清晰的方式诠释了人工智能和太空的故事,特斯拉股价之所以能保持在400美元上方,是因为收购溢价正在形成。"</p></blockquote><p style=\"text-align: left;\">Kallo在研报中写道,除SpaceX合并预期外,特斯拉潜在催化剂还包括Optimus机器人进展、欧盟监管机构对完全自动驾驶的进一步放行、美国Robotaxi业务扩张、<a href=\"https://laohu8.com/S/TSLA\">Tesla</a> Semi商业化落地以及能源业务新产品。</p><h2 style=\"text-align: left;\">人工智能构成关键交集,估值落差是最大障碍</h2><p style=\"text-align: left;\">尽管特斯拉深耕电动汽车与人形机器人,SpaceX专注于火箭、卫星和星际探索,两家公司的业务重叠并不明显,但人工智能正在成为两者的核心纽带。</p><p style=\"text-align: left;\">SpaceX于今年2月收购xAI,并随后与特斯拉联合成立半导体制造合资企业Terafab,进军芯片制造领域。Kallo指出,两家公司在规模化发展上存在共同需求,合并可使双方"从更大规模中共同受益"。</p><p style=\"text-align: left;\">任何合并交易的核心挑战在于定价,而SpaceX估值的剧烈波动使这一问题更为棘手。</p><p style=\"text-align: left;\">晨星分析师Seth Goldstein在IPO前的研报中指出,SpaceX估值在短短一年内出现跳跃式变化:一年前约为4000亿美元,今年2月收购xAI时对应估值升至约1万亿美元,其中AI业务部分估值约2500亿美元。截至周二收盘,SpaceX市值2.05万亿。Goldstein在研报中写道:</p><blockquote><p style=\"text-align: left;\">"鉴于SpaceX在IPO前估值飙升,我们怀疑特斯拉股东是否会愿意在SpaceX估值倍数远高于特斯拉的情况下购买其股票。"</p></blockquote><p style=\"text-align: left;\">他同时指出,SpaceX现有股东接受大幅折价的可能性也不高,但若股价回落至其公允价值估值63美元附近,双方的接受意愿或将提升。</p><p style=\"text-align: left;\">Goldstein补充称,鉴于马斯克的公司行动往往节奏较快,"如果一年内达成交易,我们也不会感到惊讶"。</p><h2 style=\"text-align: left;\">合并若落空,马斯克溢价消失,特斯拉要靠基本面</h2><p style=\"text-align: left;\">在押注合并的乐观预期背后,风险同样不容忽视。Roundhill的Mazza表示:</p><blockquote><p style=\"text-align: left;\">"没有达成协议,特斯拉就没有捷径可走,SpaceX现在已经成为获得马斯克溢价的独立途径,特斯拉无法再借用这种热度,它必须在Robotaxi和Optimus项目上取得实际成果,才能证明其股价的合理性。"</p></blockquote><p style=\"text-align: left;\">Baird的Kallo预测特斯拉第二季度交付量约为39.29万辆,数据将于7月2日开市前公布;2026年全年交付量预计为168万辆。</p></body></html>\n\n</article>\n</div>\n</body>\n</html>\n","type":0,"thumbnail":"https://static.tigerbbs.com/7c3f0edd41b93cda779590a42e8c89ee","relate_stocks":{"IE00B19Z8W00.USD":"FTGF CLEARBRIDGE US LARGE CAP GROWTH \"A\" INC","IE0034235303.USD":"PINEBRIDGE US RESEARCH ENHANCED CORE EQUITY \"A\" (USD) ACC","TSLS":"1倍做空TSLA ETF-Direxion","BK4612":"AI芯片","LU0823414478.USD":"法巴经典能源转换基金","LU0056508442.USD":"贝莱德世界科技基金A2","TSLT":"2倍做多TSLA ETF-T-Rex","LU0097036916.USD":"贝莱德美国增长A2 USD","IE00B1XK9C88.USD":"PINEBRIDGE US LARGE CAP RESEARCH 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\"AM\" (USD) INC"},"source_url":"https://wallstreetcn.com/articles/3775343","is_english":false,"share_image_url":"https://static.laohu8.com/e9f99090a1c2ed51c021029395664489","article_id":"2645985731","content_text":"马斯克旗下两大资产的整合预期,正成为支撑特斯拉股价的关键叙事。SpaceX上周完成史上规模最大的IPO,成为马斯克名下市值最高的资产,令特斯拉股东承压。然而,这场IPO也在华尔街点燃了另一种押注——投资者预期马斯克最终将推动特斯拉与SpaceX合并,打造一个可与英伟达、谷歌和苹果比肩的科技巨无霸。这种预期已开始反映在市场定价中。特斯拉股价自SpaceX上市以来保持相对稳定,并于周一重新站上400美元,SpaceX股价周二小幅收涨1%,此前已连续三个交易日回落,市值蒸发6000亿美元,IPO后的狂热情绪持续消退。Baird分析师Ben Kallo将两家公司合并称为\"终极结局\",并预测交易将在12至18个月内落地,发生概率超过80%。合并叙事提振市场情绪SpaceX的上市改变了市场对特斯拉的叙事逻辑。Tigress Financial Partners首席投资官Ivan Feinseth将此次IPO定性为特斯拉的\"叙事催化剂\"。持有特斯拉股票的Roundhill Financial首席执行官Dave Mazza表示,相比SpaceX上市前,他如今更加确信两家公司可能走向合并。Mazza表示:\"多年来,特斯拉是持有马斯克溢价的唯一公开途径,但现在情况不同了,SpaceX以更清晰的方式诠释了人工智能和太空的故事,特斯拉股价之所以能保持在400美元上方,是因为收购溢价正在形成。\"Kallo在研报中写道,除SpaceX合并预期外,特斯拉潜在催化剂还包括Optimus机器人进展、欧盟监管机构对完全自动驾驶的进一步放行、美国Robotaxi业务扩张、Tesla Semi商业化落地以及能源业务新产品。人工智能构成关键交集,估值落差是最大障碍尽管特斯拉深耕电动汽车与人形机器人,SpaceX专注于火箭、卫星和星际探索,两家公司的业务重叠并不明显,但人工智能正在成为两者的核心纽带。SpaceX于今年2月收购xAI,并随后与特斯拉联合成立半导体制造合资企业Terafab,进军芯片制造领域。Kallo指出,两家公司在规模化发展上存在共同需求,合并可使双方\"从更大规模中共同受益\"。任何合并交易的核心挑战在于定价,而SpaceX估值的剧烈波动使这一问题更为棘手。晨星分析师Seth Goldstein在IPO前的研报中指出,SpaceX估值在短短一年内出现跳跃式变化:一年前约为4000亿美元,今年2月收购xAI时对应估值升至约1万亿美元,其中AI业务部分估值约2500亿美元。截至周二收盘,SpaceX市值2.05万亿。Goldstein在研报中写道:\"鉴于SpaceX在IPO前估值飙升,我们怀疑特斯拉股东是否会愿意在SpaceX估值倍数远高于特斯拉的情况下购买其股票。\"他同时指出,SpaceX现有股东接受大幅折价的可能性也不高,但若股价回落至其公允价值估值63美元附近,双方的接受意愿或将提升。Goldstein补充称,鉴于马斯克的公司行动往往节奏较快,\"如果一年内达成交易,我们也不会感到惊讶\"。合并若落空,马斯克溢价消失,特斯拉要靠基本面在押注合并的乐观预期背后,风险同样不容忽视。Roundhill的Mazza表示:\"没有达成协议,特斯拉就没有捷径可走,SpaceX现在已经成为获得马斯克溢价的独立途径,特斯拉无法再借用这种热度,它必须在Robotaxi和Optimus项目上取得实际成果,才能证明其股价的合理性。\"Baird的Kallo预测特斯拉第二季度交付量约为39.29万辆,数据将于7月2日开市前公布;2026年全年交付量预计为168万辆。","news_type":1,"symbols_score_info":{"TSDD":0.6,"SPCU":0.6,"TSII":0.6,"TSLY":0.6,"SPAX":0.6,"CRSH":0.6,"TSLA":1.96,"SPCG":0.6,"TSLR":0.6,"TSLO":0.6,"TSLG":0.6,"TEST":0.6,"07366":0.6,"SPCH":0.6,"09766":0.6,"TSLT":0.6,"07766":0.6,"TSLI":0.6,"SPAL":0.6,"SPCX":2,"TSYY":0.6,"TSLS":0.6,"SNK":0.6,"SPCQ":0.6,"09366":0.6,"LOFF":0.6,"TSLW":0.6,"TESL":0.6,"TSLP":0.6,"SSPC":0.6,"TSL":0.6,"TSLQ":0.6,"SPCF":0.6,"SPCM":0.6,"TSLZ":0.6,"TLA":0.6}},"isVote":1,"tweetType":1,"viewCount":234,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"CN","totalScore":0},{"id":578270052470984,"gmtCreate":1782188367707,"gmtModify":1782189076854,"author":{"id":"3560418186602071","authorId":"3560418186602071","name":"畜牧教主马斯克","avatar":"https://static.tigerbbs.com/58bf1dddf2200bde0bbfcaedaadea959","crmLevel":5,"crmLevelSwitch":1,"followedFlag":false,"authorIdStr":"3560418186602071","idStr":"3560418186602071"},"themes":[],"title":"","htmlText":"远程畜牧业遥遥领先,在信徒的眼里他是一个圣人[开心] ","listText":"远程畜牧业遥遥领先,在信徒的眼里他是一个圣人[开心] ","text":"远程畜牧业遥遥领先,在信徒的眼里他是一个圣人[开心]","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":1,"commentSize":0,"repostSize":0,"link":"https://laohu8.com/post/578270052470984","repostId":"1113114993","repostType":2,"repost":{"id":"1113114993","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":1781999369,"share":"https://www.laohu8.com/m/news/1113114993?lang=zh_CN&edition=full","pubTime":"2026-06-21 07:49","market":"us","language":"zh","title":"SpaceX最初的狂热正在降温,但新一轮资金浪潮蓄势待发","url":"https://stock-news.laohu8.com/highlight/detail?id=1113114993","media":"老虎资讯综合","summary":"SpaceX 计划发行至少 200 亿美元的债券以进行债务再融资,已获得标普全球评级的“BBB”信用评级。SpaceX 股票的期权于周二推出,交易量也异常庞大。富时罗素表示,SpaceX 将在 12 月接受全面评估。第一批内部人股份将在 SpaceX 公布 6 月季度财报的几天后解除锁定,FactSet 预计财报将在 8 月初公布。SpaceX 在其文件中表示,必须使用某些债务融资以及 IPO 的收益来偿还过桥贷款下的未偿金额。这次债券发售将是 SpaceX 首次发行投资级美元债券。","content":"<html><head></head><body><p style=\"text-align: left;\"><strong>要点</strong></p><ul><li><p style=\"text-align: left;\">SpaceX 股价最初从其 135 美元的 IPO 价格上涨了 67%,但周四收于比发行价高 33% 的水平,投资者兴趣依然浓厚。</p></li><li><p style=\"text-align: left;\">分析师们以买入评级启动了对该股的研究覆盖,SpaceX 将于 6 月 26 日被纳入罗素 1000 指数,将吸引被动资金。</p></li><li><p style=\"text-align: left;\">SpaceX 计划发行至少 200 亿美元的债券以进行债务再融资,已获得标普全球评级的“BBB”信用评级。</p></li></ul><p style=\"text-align: left;\">SpaceX股价正在一点点回归现实——但指数纳入带来的资金流入,正成为地平线上新的催化剂。</p><p style=\"text-align: left;\">在周二的盘中高点,SpaceX 的股票 SPCX 较其 135 美元的首次公开发行价上涨了 67%,这是自上市以来连续第三天上涨。但随着动能降温,SpaceX 股价目前仅比 IPO 价格高出 33%。</p><p class=\"t-img-caption\"><img src=\"https://community-static.tradeup.com/news/b6cf956b6aa4375cd7e037c0565e2fbf\" data-align=\"center\" data-image-type=\"kline\" tg-width=\"560\" tg-height=\"240\"/><span></span></p><p style=\"text-align: left;\">这一回调并未削弱投资者的强烈热情。散户投资者对 SpaceX 的 IPO 表现出了前所未有的兴趣,而杠杆押注 SpaceX 的交易所交易基金 (ETF) 同样显示出惊人的资金流入。SpaceX 股票的期权于周二推出,交易量也异常庞大。</p><p style=\"text-align: left;\">ETF 发行商 Direxion 的资本市场主管杰克·贝汉表示:“对 SpaceX 的需求从来不是问题,问题在于准入渠道。市场反应的广度令人瞩目。”他的公司在交易初期就推出了一只杠杆做多 SpaceX 的 ETF,“LOFF”(代码 LOFF)。</p><p style=\"text-align: left;\">最初的市场表现足以让少数已能启动 SpaceX 研究的分析师更加乐观。参与此次 IPO 的大型银行仍需等到 7 月初。</p><p style=\"text-align: left;\">研究公司 Zephirin 最近启动了对 SpaceX 的研究覆盖,给予其买入评级和 310 美元的目标价,理由是其所谓的“被低估的供需失衡”。奥本海默分析师周四将其目标价从 190 美元上调至 250 美元,理由是 SpaceX 计划收购人工智能公司 Cursor,后者被视为智能体编码领域的领导者。</p><p style=\"text-align: left;\">新的需求驱动力近在眼前。本月晚些时候,SpaceX 将被纳入几个主要指数,这意味着追踪这些指数的被动基金将开始买入该股。</p><p style=\"text-align: left;\">周四,宣布 SpaceX 将在 6 月的指数调整中被纳入罗素 1000 指数 (RUI,),该调整将于 6 月 26 日(下周五)生效。富时罗素表示,SpaceX 将在 12 月接受全面评估。</p><p style=\"text-align: left;\">一些指数提供商已经通过了规则,使大型公司更容易在 IPO 后不久进入指数。证券价格研究中心调整了政策,允许新上市公司在仅仅五个交易日后加入其指数。纳斯达克和 MSCI 也有规则,分别可能使 SpaceX 在 10 个和 15 个交易日后有资格被纳入指数。</p><p style=\"text-align: left;\">根据晨星公司的数据,以这些指数提供商为基准的被动基金合计管理着约 8.9 万亿美元的资产。标普道琼斯指数也曾考虑过允许 SpaceX 快速进入标普 500 指数的提案,但最终选择不对其政策做任何修改。</p><p style=\"text-align: left;\">Futurum Equities 的首席市场策略师沙伊·博洛尔表示:“此次 IPO 结构创造了一个非常强大的短期技术格局。”</p><p style=\"text-align: left;\">博洛尔还指出了 SpaceX 的低流通股和分阶段解禁的内部人股份,这将可能避免单次大规模抛售的机会。第一批内部人股份将在 SpaceX 公布 6 月季度财报的几天后解除锁定,FactSet 预计财报将在 8 月初公布。</p><p style=\"text-align: left;\">Zephirin 的分析师们称:“虽然单凭指数纳入通常不足以推动持续的重新定价,但我们认为被动资金流入、动能和有限的流通股的结合,将推动股价上涨,超越历史指数纳入时的波动幅度。”</p><p style=\"text-align: left;\">据彭博社报道,SpaceX 还准备启动债券发行,报道称该公司将于周一开始接触投资者。彭博社报道称,此次发行预计规模至少为 200 亿美元,所得款项将用于再融资一笔 2027 年 9 月到期的 200 亿美元过桥贷款。</p><p style=\"text-align: left;\">该公司上周已通过 IPO 筹集了 857 亿美元资金。SpaceX 在其文件中表示,必须使用某些债务融资以及 IPO 的收益来偿还过桥贷款下的未偿金额。根据其 IPO 申请文件,SpaceX 总共有 291 亿美元的债务。</p><p style=\"text-align: left;\">这次债券发售将是 SpaceX 首次发行投资级美元债券。周四,该公司获得了标普全球评级的“BBB”信用评级。惠誉评级和穆迪评级分别授予 SpaceX“BBB+”和“Baa1”评级。</p><p style=\"text-align: left;\">奥本海默分析师认为,这对 SpaceX 来说是一个好兆头,公司未来可能继续筹集资金,主要是通过承担更多债务。该公司认为 SpaceX 会遵循马斯克在特斯拉 (TSLA) 设立的模式,他们指出特斯拉在早期非常依赖债务。</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>SpaceX最初的狂热正在降温,但新一轮资金浪潮蓄势待发</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{ 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{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\">\nSpaceX最初的狂热正在降温,但新一轮资金浪潮蓄势待发\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\">2026-06-21 07:49</p>\n</div>\n\n</a>\n\n\n</h4>\n\n</header>\n<article>\n<html><head></head><body><p style=\"text-align: left;\"><strong>要点</strong></p><ul><li><p style=\"text-align: left;\">SpaceX 股价最初从其 135 美元的 IPO 价格上涨了 67%,但周四收于比发行价高 33% 的水平,投资者兴趣依然浓厚。</p></li><li><p style=\"text-align: left;\">分析师们以买入评级启动了对该股的研究覆盖,SpaceX 将于 6 月 26 日被纳入罗素 1000 指数,将吸引被动资金。</p></li><li><p style=\"text-align: left;\">SpaceX 计划发行至少 200 亿美元的债券以进行债务再融资,已获得标普全球评级的“BBB”信用评级。</p></li></ul><p style=\"text-align: left;\">SpaceX股价正在一点点回归现实——但指数纳入带来的资金流入,正成为地平线上新的催化剂。</p><p style=\"text-align: left;\">在周二的盘中高点,SpaceX 的股票 SPCX 较其 135 美元的首次公开发行价上涨了 67%,这是自上市以来连续第三天上涨。但随着动能降温,SpaceX 股价目前仅比 IPO 价格高出 33%。</p><p class=\"t-img-caption\"><img src=\"https://community-static.tradeup.com/news/b6cf956b6aa4375cd7e037c0565e2fbf\" data-align=\"center\" data-image-type=\"kline\" tg-width=\"560\" tg-height=\"240\"/><span></span></p><p style=\"text-align: left;\">这一回调并未削弱投资者的强烈热情。散户投资者对 SpaceX 的 IPO 表现出了前所未有的兴趣,而杠杆押注 SpaceX 的交易所交易基金 (ETF) 同样显示出惊人的资金流入。SpaceX 股票的期权于周二推出,交易量也异常庞大。</p><p style=\"text-align: left;\">ETF 发行商 Direxion 的资本市场主管杰克·贝汉表示:“对 SpaceX 的需求从来不是问题,问题在于准入渠道。市场反应的广度令人瞩目。”他的公司在交易初期就推出了一只杠杆做多 SpaceX 的 ETF,“LOFF”(代码 LOFF)。</p><p style=\"text-align: left;\">最初的市场表现足以让少数已能启动 SpaceX 研究的分析师更加乐观。参与此次 IPO 的大型银行仍需等到 7 月初。</p><p style=\"text-align: left;\">研究公司 Zephirin 最近启动了对 SpaceX 的研究覆盖,给予其买入评级和 310 美元的目标价,理由是其所谓的“被低估的供需失衡”。奥本海默分析师周四将其目标价从 190 美元上调至 250 美元,理由是 SpaceX 计划收购人工智能公司 Cursor,后者被视为智能体编码领域的领导者。</p><p style=\"text-align: left;\">新的需求驱动力近在眼前。本月晚些时候,SpaceX 将被纳入几个主要指数,这意味着追踪这些指数的被动基金将开始买入该股。</p><p style=\"text-align: left;\">周四,宣布 SpaceX 将在 6 月的指数调整中被纳入罗素 1000 指数 (RUI,),该调整将于 6 月 26 日(下周五)生效。富时罗素表示,SpaceX 将在 12 月接受全面评估。</p><p style=\"text-align: left;\">一些指数提供商已经通过了规则,使大型公司更容易在 IPO 后不久进入指数。证券价格研究中心调整了政策,允许新上市公司在仅仅五个交易日后加入其指数。纳斯达克和 MSCI 也有规则,分别可能使 SpaceX 在 10 个和 15 个交易日后有资格被纳入指数。</p><p style=\"text-align: left;\">根据晨星公司的数据,以这些指数提供商为基准的被动基金合计管理着约 8.9 万亿美元的资产。标普道琼斯指数也曾考虑过允许 SpaceX 快速进入标普 500 指数的提案,但最终选择不对其政策做任何修改。</p><p style=\"text-align: left;\">Futurum Equities 的首席市场策略师沙伊·博洛尔表示:“此次 IPO 结构创造了一个非常强大的短期技术格局。”</p><p style=\"text-align: left;\">博洛尔还指出了 SpaceX 的低流通股和分阶段解禁的内部人股份,这将可能避免单次大规模抛售的机会。第一批内部人股份将在 SpaceX 公布 6 月季度财报的几天后解除锁定,FactSet 预计财报将在 8 月初公布。</p><p style=\"text-align: left;\">Zephirin 的分析师们称:“虽然单凭指数纳入通常不足以推动持续的重新定价,但我们认为被动资金流入、动能和有限的流通股的结合,将推动股价上涨,超越历史指数纳入时的波动幅度。”</p><p style=\"text-align: left;\">据彭博社报道,SpaceX 还准备启动债券发行,报道称该公司将于周一开始接触投资者。彭博社报道称,此次发行预计规模至少为 200 亿美元,所得款项将用于再融资一笔 2027 年 9 月到期的 200 亿美元过桥贷款。</p><p style=\"text-align: left;\">该公司上周已通过 IPO 筹集了 857 亿美元资金。SpaceX 在其文件中表示,必须使用某些债务融资以及 IPO 的收益来偿还过桥贷款下的未偿金额。根据其 IPO 申请文件,SpaceX 总共有 291 亿美元的债务。</p><p style=\"text-align: left;\">这次债券发售将是 SpaceX 首次发行投资级美元债券。周四,该公司获得了标普全球评级的“BBB”信用评级。惠誉评级和穆迪评级分别授予 SpaceX“BBB+”和“Baa1”评级。</p><p style=\"text-align: left;\">奥本海默分析师认为,这对 SpaceX 来说是一个好兆头,公司未来可能继续筹集资金,主要是通过承担更多债务。该公司认为 SpaceX 会遵循马斯克在特斯拉 (TSLA) 设立的模式,他们指出特斯拉在早期非常依赖债务。</p></body></html>\n\n</article>\n</div>\n</body>\n</html>\n","type":0,"thumbnail":"https://community-static.tradeup.com/news/a43a56d11bab91896a3215ef622b09e4","relate_stocks":{"SSPC":"2倍做空SpaceX ETF-Leverage Shares","LOFF":"2倍做多SpaceX ETF-Direxion","SPCF":"2倍做多SpaceX ETF-ProShares","SPAX":"2倍做多SPACEX ETF-T-REX","SPAL":"2倍做多Space X ETF-GraniteShares","SPCM":"2倍做多SpaceX ETF-Tradr","SPCG":"2倍做空SpaceX ETF-Tradr","SPCU":"2倍做多SpaceX ETF-Defiance","SNK":"2倍做空SpaceX ETF-GraniteShares","SPCQ":"2倍做空SpaceX ETF-Defiance","SPCH":"2倍做多SpaceX ETF-Leverage Shares","SPCX":"SPAC and New Issue ETF"},"source_url":"","is_english":false,"share_image_url":"https://static.laohu8.com/e9f99090a1c2ed51c021029395664489","article_id":"1113114993","content_text":"要点SpaceX 股价最初从其 135 美元的 IPO 价格上涨了 67%,但周四收于比发行价高 33% 的水平,投资者兴趣依然浓厚。分析师们以买入评级启动了对该股的研究覆盖,SpaceX 将于 6 月 26 日被纳入罗素 1000 指数,将吸引被动资金。SpaceX 计划发行至少 200 亿美元的债券以进行债务再融资,已获得标普全球评级的“BBB”信用评级。SpaceX股价正在一点点回归现实——但指数纳入带来的资金流入,正成为地平线上新的催化剂。在周二的盘中高点,SpaceX 的股票 SPCX 较其 135 美元的首次公开发行价上涨了 67%,这是自上市以来连续第三天上涨。但随着动能降温,SpaceX 股价目前仅比 IPO 价格高出 33%。这一回调并未削弱投资者的强烈热情。散户投资者对 SpaceX 的 IPO 表现出了前所未有的兴趣,而杠杆押注 SpaceX 的交易所交易基金 (ETF) 同样显示出惊人的资金流入。SpaceX 股票的期权于周二推出,交易量也异常庞大。ETF 发行商 Direxion 的资本市场主管杰克·贝汉表示:“对 SpaceX 的需求从来不是问题,问题在于准入渠道。市场反应的广度令人瞩目。”他的公司在交易初期就推出了一只杠杆做多 SpaceX 的 ETF,“LOFF”(代码 LOFF)。最初的市场表现足以让少数已能启动 SpaceX 研究的分析师更加乐观。参与此次 IPO 的大型银行仍需等到 7 月初。研究公司 Zephirin 最近启动了对 SpaceX 的研究覆盖,给予其买入评级和 310 美元的目标价,理由是其所谓的“被低估的供需失衡”。奥本海默分析师周四将其目标价从 190 美元上调至 250 美元,理由是 SpaceX 计划收购人工智能公司 Cursor,后者被视为智能体编码领域的领导者。新的需求驱动力近在眼前。本月晚些时候,SpaceX 将被纳入几个主要指数,这意味着追踪这些指数的被动基金将开始买入该股。周四,宣布 SpaceX 将在 6 月的指数调整中被纳入罗素 1000 指数 (RUI,),该调整将于 6 月 26 日(下周五)生效。富时罗素表示,SpaceX 将在 12 月接受全面评估。一些指数提供商已经通过了规则,使大型公司更容易在 IPO 后不久进入指数。证券价格研究中心调整了政策,允许新上市公司在仅仅五个交易日后加入其指数。纳斯达克和 MSCI 也有规则,分别可能使 SpaceX 在 10 个和 15 个交易日后有资格被纳入指数。根据晨星公司的数据,以这些指数提供商为基准的被动基金合计管理着约 8.9 万亿美元的资产。标普道琼斯指数也曾考虑过允许 SpaceX 快速进入标普 500 指数的提案,但最终选择不对其政策做任何修改。Futurum Equities 的首席市场策略师沙伊·博洛尔表示:“此次 IPO 结构创造了一个非常强大的短期技术格局。”博洛尔还指出了 SpaceX 的低流通股和分阶段解禁的内部人股份,这将可能避免单次大规模抛售的机会。第一批内部人股份将在 SpaceX 公布 6 月季度财报的几天后解除锁定,FactSet 预计财报将在 8 月初公布。Zephirin 的分析师们称:“虽然单凭指数纳入通常不足以推动持续的重新定价,但我们认为被动资金流入、动能和有限的流通股的结合,将推动股价上涨,超越历史指数纳入时的波动幅度。”据彭博社报道,SpaceX 还准备启动债券发行,报道称该公司将于周一开始接触投资者。彭博社报道称,此次发行预计规模至少为 200 亿美元,所得款项将用于再融资一笔 2027 年 9 月到期的 200 亿美元过桥贷款。该公司上周已通过 IPO 筹集了 857 亿美元资金。SpaceX 在其文件中表示,必须使用某些债务融资以及 IPO 的收益来偿还过桥贷款下的未偿金额。根据其 IPO 申请文件,SpaceX 总共有 291 亿美元的债务。这次债券发售将是 SpaceX 首次发行投资级美元债券。周四,该公司获得了标普全球评级的“BBB”信用评级。惠誉评级和穆迪评级分别授予 SpaceX“BBB+”和“Baa1”评级。奥本海默分析师认为,这对 SpaceX 来说是一个好兆头,公司未来可能继续筹集资金,主要是通过承担更多债务。该公司认为 SpaceX 会遵循马斯克在特斯拉 (TSLA) 设立的模式,他们指出特斯拉在早期非常依赖债务。","news_type":1,"symbols_score_info":{"SSPC":0.6,"SPCG":0.6,"SPCH":0.6,"LOFF":0.6,"SPCX":2,"SPCM":0.6,"SPCQ":0.6,"SPAL":0.6,"SPCF":0.6,"SPCU":0.6,"SNK":0.6,"SPAX":0.6}},"isVote":1,"tweetType":1,"viewCount":464,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"CN","totalScore":0},{"id":576403610949680,"gmtCreate":1781747087986,"gmtModify":1781747895941,"author":{"id":"3560418186602071","authorId":"3560418186602071","name":"畜牧教主马斯克","avatar":"https://static.tigerbbs.com/58bf1dddf2200bde0bbfcaedaadea959","crmLevel":5,"crmLevelSwitch":1,"followedFlag":false,"authorIdStr":"3560418186602071","idStr":"3560418186602071"},"themes":[],"title":"","htmlText":"新型庞氏骗局,不找新的人接盘自己怎么跑路","listText":"新型庞氏骗局,不找新的人接盘自己怎么跑路","text":"新型庞氏骗局,不找新的人接盘自己怎么跑路","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":0,"commentSize":0,"repostSize":0,"link":"https://laohu8.com/post/576403610949680","repostId":"2644740388","repostType":2,"repost":{"id":"2644740388","kind":"news","pubTimestamp":1781711400,"share":"https://www.laohu8.com/m/news/2644740388?lang=zh_CN&edition=full","pubTime":"2026-06-17 23:50","market":"sh","language":"zh","title":"散户热情降温,SpaceX上市后的历史性涨势正失去部分动能","url":"https://stock-news.laohu8.com/highlight/detail?id=2644740388","media":"环球市场播报","summary":"此前三天则经历了一轮惊人的大涨,在前三个交易日内,股价被推高至较其IPO发行价高出近50%的水平。 该股股价开始下跌,或许是因为散户狂热的需求浪潮终于开始消退。 在过去三个交易日里,散户买进的SpaceX股票数量,与他们买进的英伟达、Alphabet、亚马逊、微软、Meta、景顺QQQ Trust交易所交易基金以及道富SPDR标普500指数ETF的合计数量大致相当。 经历今天的行情后,SpaceX的市值已回落至亚马逊之下。","content":"<html><body><div>\n<p> SpaceX现跌近4%。此前三天则经历了一轮惊人的大涨,在前三个交易日内,股价被推高至较其IPO发行价高出近50%的水平。</p>\n<p> 该股股价开始下跌,或许是因为散户狂热的需求浪潮终于开始消退。此前,普通交易员争相买入这家火箭公司股票的买单热潮堪称史无前例。</p>\n<p> 在过去三个交易日里,散户买进的SpaceX股票数量,与他们买进的<a href=\"https://laohu8.com/S/NVDA\">英伟达</a>、Alphabet、<span><a href=\"https://laohu8.com/S/AMZN\">亚马逊</a></span><span></span>、<span><a href=\"https://laohu8.com/S/MSFT\">微软</a></span><span></span>、<a href=\"https://laohu8.com/S/META\">Meta</a>、<a href=\"https://laohu8.com/S/03455\">景顺QQQ</a> Trust交易所交易基金以及道富SPDR<a href=\"https://laohu8.com/S/161125\">标普500</a>指数ETF的合计数量大致相当。</p>\n<p> Vanda的分析师写道:“我们已经找不到足够的溢美之词来形容散户对SpaceX的热情了。”</p>\n<p> 经历今天的行情后,SpaceX的市值已回落至亚马逊之下。该公司目前是美国第六大上市公司。</p>\n<div></div>\n<div>\n<div><img src=\"\"/></div>\n<div>海量资讯、精准解读,尽在新浪财经APP</div>\n</div>\n<p>责任编辑:李桐 </p>\n</div></body></html>","source":"sina","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>散户热情降温,SpaceX上市后的历史性涨势正失去部分动能</title>\n<style 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margin: 0;line-height: 11px;}\n.small {font-size: 12.5px; display: inline-block; transform: scale(0.9); -webkit-transform: scale(0.9); transform-origin: left; -webkit-transform-origin: left;}\n.smaller {font-size: 12.5px; display: inline-block; transform: scale(0.8); -webkit-transform: scale(0.8); transform-origin: left; -webkit-transform-origin: left;}\n.bt-text {font-size: 12px;margin: 1.5em 0 0 0}\n.bt-text p {margin: 0}\n</style>\n</head>\n<body>\n<div class=\"wrapper\">\n<header>\n<h2 class=\"title\">\n散户热情降温,SpaceX上市后的历史性涨势正失去部分动能\n</h2>\n\n<h4 class=\"meta\">\n\n\n2026-06-17 23:50 北京时间 <a href=https://finance.sina.com.cn/stock/usstock/c/2026-06-17/doc-inictxkf6819703.shtml><strong>环球市场播报</strong></a>\n\n\n</h4>\n\n</header>\n<article>\n<div>\n<p>SpaceX现跌近4%。此前三天则经历了一轮惊人的大涨,在前三个交易日内,股价被推高至较其IPO发行价高出近50%的水平。\n 该股股价开始下跌,或许是因为散户狂热的需求浪潮终于开始消退。此前,普通交易员争相买入这家火箭公司股票的买单热潮堪称史无前例。\n 在过去三个交易日里,散户买进的SpaceX股票数量,与他们买进的英伟达、Alphabet、亚马逊、微软、Meta、景顺QQQ Trust交易所...</p>\n\n<a href=\"https://finance.sina.com.cn/stock/usstock/c/2026-06-17/doc-inictxkf6819703.shtml\">网页链接</a>\n\n</div>\n\n\n</article>\n</div>\n</body>\n</html>\n","type":0,"thumbnail":"","relate_stocks":{"SPCU":"2倍做多SpaceX ETF-Defiance","BK4615":"SpaceX概念","UFO":"Procure Space ETF","SPCG":"2倍做空SpaceX ETF-Tradr","SPCM":"2倍做多SpaceX ETF-Tradr","XOVR":"ERShares Private-Public Crossover ETF","SSPC":"2倍做空SpaceX ETF-Leverage Shares","IPOS":"Renaissance International IPO ETF","SPAX":"2倍做多SPACEX ETF-T-REX","SPCF":"2倍做多SpaceX ETF-ProShares","LOFF":"2倍做多SpaceX ETF-Direxion","SPAL":"2倍做多Space X ETF-GraniteShares","SPCX":"SPAC and New Issue ETF","DXYZ":"Destiny Tech100 Inc","SPCH":"2倍做多SpaceX ETF-Leverage Shares","BK4089":"非传统电信运营商","SPCQ":"2倍做空SpaceX ETF-Defiance","SNK":"2倍做空SpaceX 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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":11469,"authorTweetTopStatus":1,"verified":2,"comments":[{"author":{"id":"3496384095022760","authorId":"3496384095022760","name":"NasdaqBoy","avatar":"https://static.tigerbbs.com/5f6049b2d05961871c854c34053f3cba","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 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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":5481,"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":5,"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> 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":5472,"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":5,"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":5,"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> 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":4776,"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}],"lives":[]}