Johnsonk的个人主页 - 老虎社区

Johnsonk

Johnsonk

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IP属地：上海

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92粉丝

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0勋章

12-04 23:05

狗又亏急眼了，出来乱吠

12-04 20:27

走吧，你没这个发财命

12-03 21:07

只能穿越一天么？能不能穿越到明年8月

12-03 16:19

实在太完美，没有东西可以喷了，只能喷下限速

特斯拉FSD v14.2.1速遭用户吐槽：档位落差大、限速僵化

12-03 13:40

你可以做空试试

12-02

狗不牵绳乱吠必然会被抓走

12-02

又来送钱了

Burry据报道已做空特斯拉 “荒谬”的估值和马斯克的薪酬计划乃原因所在

12-02

当初被埋，一点教训不吸取

“大空头”开火：特斯拉估值高得离谱，马斯克天价薪酬稀释股票

11-12

王朗也不太喜欢诸葛亮的品行

段永平回应为何不买特斯拉股票：不喜欢马斯克品行

11-12

不看看自己是什么品行，还有，不男不女的狗又出来叫了

段永平回应为何不买特斯拉股票：不喜欢马斯克品行

11-09

估计没买保险

特斯拉高速上加速失控车主：我有20年驾龄了怀疑车有问题

10-29

利益互换，谈谈筹码，多拿点好处罢了

10-29

开完特斯拉，你再让我去花钱买34c，x3q5glc我是不愿意花这个冤枉钱的，这个就叫产品力

10-29

开完特斯拉，你在让我去花钱买34c，x3q5glc我是不愿意花这个冤枉钱的

10-23

2020才买特斯拉？？还不得你得挨饿

10-22

特斯拉已经过万亿了

10-20

福特，通用，做空上百亿

10-14

自动驾驶避孕套你要不要

10-13

利空大于利多，就跌，那股票的钱也太好赚了吧，简单的分析一波，就可以赚到钱？？那还谈什么反人性

10-13

狗屁不通

特斯拉创纪录销量难改背后“隐忧”

去老虎APP查看更多动态

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v14.2.1版本在提升系统整体稳定性的同时，其对速度配置文件的调整引发了部分用户的关注与讨论。多位早期体验者指出，新版中各驾驶模式之间的速度设定存在明显断层，且固定化的限速偏移策略削弱了系统对实际交通流的适应能力。根据用户实测反馈，最新版本为不同速度模式设定了严格的...</p>\n\n<a href=\"http://gu.qq.com/resources/shy/news/detail-v2/index.html#/?id=nesSN20251203152639978d5a12&s=b\">Web Link</a>\n\n</div>\n\n\n</article>\n</div>\n</body>\n</html>\n","type":0,"thumbnail":"","relate_stocks":{"LU1066051811.HKD":"HSBC GIF GLOBAL EQUITY VOLATILITY FOCUSED \"AM2\" (HKD) INC","IE00B19Z8W00.USD":"FTGF CLEARBRIDGE US LARGE CAP GROWTH \"A\" INC","SG9999015978.USD":"利安颠覆性创新基金A","LU0097036916.USD":"贝莱德美国增长A2 USD","LU2471134523.USD":"INVESCO GLOBAL EQUITY INCOME ADVANTAGE \"A\" (USD) ACC","IE00B19Z8X17.USD":"FTGF CLEARBRIDGE US LARGE CAP GROWTH  \"AG\" (USD) ACC","BK4543":"AI","LU0689472784.USD":"安联收益及增长基金Cl AM AT Acc","LU2326559502.SGD":"Natixis Loomis Sayles US Growth Equity P/A SGD-H","LU2403377893.USD":"ALLIANZ SELECT INCOME AND GROWTH \"AM\" (USD) INC","LU0345769128.USD":"NINETY ONE GSF GLOBAL EQUITY \"A\" (USD) 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href=http://gu.qq.com/resources/shy/news/detail-v2/index.html#/?id=nesSN20251202140016a71e6f94&s=b><strong>蓝鲸财经</strong></a>\n\n\n</h4>\n\n</header>\n<article>\n<div>\n<p>蓝鲸新闻12月2日电，Michael Burry已做空特斯拉股票，称其“估值高得荒谬”，并警告称该公司创始人埃隆·马斯克提出的1万亿美元薪酬方案将加剧股权稀释问题。据Fortune援引Burry在Substack发布的文章报道，他估计，这家电动汽车制造商基于股票的薪酬方案在无回购来进行抵消的情况下，每年会稀释股东权益约3.6%。这延续了Burry对高估值科技股的看跌立场，也呼应了他早前做空芯片...</p>\n\n<a href=\"http://gu.qq.com/resources/shy/news/detail-v2/index.html#/?id=nesSN20251202140016a71e6f94&s=b\">Web Link</a>\n\n</div>\n\n\n</article>\n</div>\n</body>\n</html>\n","type":0,"thumbnail":"","relate_stocks":{"LU2290526834.HKD":"BGF NEXT GENERATION TECHNOLOGY \"A2\" (HKDHDG) ACC","LU0077335932.USD":"FIDELITY AMERICAN GROWTH \"A\" INC","LU0719512351.SGD":"JPMorgan Funds - US Technology A (acc) SGD","BK4550":"红杉资本持仓","LU1145028129.USD":"ALLIANZ INCOME AND GROWTH \"AQ\" (USD) INC","LU2756315318.SGD":"ALLIANZ INCOME AND GROWTH \"AMG\" (SGDHDG) INC A","LU2236285917.USD":"ALLIANZ GLOBAL INCOME \"AMG\" (USD) 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他对该股也提出过类似的股权稀释问题。Burry因《大空头》一书名扬四海。","news_type":1,"symbols_score_info":{"DXYZ":1.5,"TSLL":1.5,"UFO":0.6,"TSYW.SI":0.6,"TSLA":1.5}},"isVote":1,"tweetType":1,"viewCount":97,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"CN","totalScore":0},{"id":506164929503832,"gmtCreate":1764606025068,"gmtModify":1764606027751,"author":{"id":"3563357612600728","authorId":"3563357612600728","name":"Johnsonk","avatar":"https://static.tigerbbs.com/8d6ab73351a61f0c3e887a3cffcf2aa2","crmLevel":1,"crmLevelSwitch":0,"followedFlag":false,"authorIdStr":"3563357612600728","idStr":"3563357612600728"},"themes":[],"title":"","htmlText":"当初被埋，一点教训不吸取","listText":"当初被埋，一点教训不吸取","text":"当初被埋，一点教训不吸取","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":1,"commentSize":0,"repostSize":0,"link":"https://laohu8.com/post/506164929503832","repostId":"2588779141","repostType":2,"repost":{"id":"2588779141","kind":"news","pubTimestamp":1764600348,"share":"https://www.laohu8.com/m/news/2588779141?lang=&edition=full","pubTime":"2025-12-01 22:45","market":"us","language":"zh","title":"“大空头”开火：特斯拉估值高得离谱，马斯克天价薪酬稀释股票","url":"https://stock-news.laohu8.com/highlight/detail?id=2588779141","media":"IT之家","summary":"▲ 伯里上周日晚间，伯里在美版公众号 Substack 上发文称，特斯拉的“估值高得离谱”。“特斯拉的市值如今被离谱地高估了，而且这种状况已持续很长时间。”他预计马斯克价值 1 万亿美元的薪酬方案将继续稀释该公司股票。马斯克也已对特斯拉的批评者和做空者予以反击，并预测这家电动汽车制造商将成为全球市值最高的公司。截至发稿，特斯拉尚未就此置评。","content":"<html><body><article><p>北京时间 12 月 1 日，据《商业内幕》报道，电影《大空头》原型人物迈克尔・伯里（Michael Burry）正在向全球科技巨头宣战。在怼完<a href=\"https://laohu8.com/S/NVDA\">英伟达</a>后，他现在又将矛头指向了埃隆・马斯克（Elon Musk）。</p><img src=\"https://fid-75186.picgzc.qpic.cn/20251201233712253v163f3094ew2czb\"/><p>▲ 伯里</p><p>上周日晚间，<strong>伯里在美版公众号 Substack 上发文称，<a href=\"https://laohu8.com/S/TSLA\">特斯拉</a>的“估值高得离谱”</strong>。此前，他披露了针对英伟达和 <a href=\"https://laohu8.com/S/PLTR\">Palantir</a> 的做空。</p><p>“特斯拉的市值如今被离谱地高估了，而且这种状况已持续很长时间。”伯里表示。<strong>他预计马斯克价值 1 万亿美元的薪酬方案将继续稀释该公司股票</strong>。</p><p>伯里还表示：“顺带说一句，埃隆的拥趸们一开始全力押注电动汽车，直到竞争对手出现；随后又全力押注自动驾驶，直到竞争对手出现；现在又全力押注机器人，直到竞争对手出现为止。”</p><p>这并不是伯里第一次把矛头对准特斯拉。2021 年，这位投资者曾做空价值 5.3 亿美元的特斯拉股票，但几个月后就平仓离场。伯里之后告诉 CNBC，称这笔操作“只是一次交易”。</p><p><strong>尽管特斯拉股价年初因马斯克入主美国政府效率部出现短暂震荡，但该公司今年以来股价仍上涨了 11%</strong>，因为投资者对该公司推出自动驾驶出租车表示欢迎。</p><p>马斯克也已对特斯拉的批评者和做空者予以反击，并预测这家电动汽车制造商将成为全球市值最高的公司。</p><p>截至发稿，特斯拉尚未就此置评。</p></article></body></html>","source":"tencent","collect":0,"html":"<!DOCTYPE html>\n<html>\n<head>\n<meta http-equiv=\"Content-Type\" content=\"text/html; charset=utf-8\" />\n<meta name=\"viewport\" content=\"width=device-width,initial-scale=1.0,minimum-scale=1.0,maximum-scale=1.0,user-scalable=no\"/>\n<meta name=\"format-detection\" content=\"telephone=no,email=no,address=no\" />\n<title>“大空头”开火：特斯拉估值高得离谱，马斯克天价薪酬稀释股票</title>\n<style 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margin: 0;line-height: 11px;}\n.small {font-size: 12.5px; display: inline-block; transform: scale(0.9); -webkit-transform: scale(0.9); transform-origin: left; -webkit-transform-origin: left;}\n.smaller {font-size: 12.5px; display: inline-block; transform: scale(0.8); -webkit-transform: scale(0.8); transform-origin: left; -webkit-transform-origin: left;}\n.bt-text {font-size: 12px;margin: 1.5em 0 0 0}\n.bt-text p {margin: 0}\n</style>\n</head>\n<body>\n<div class=\"wrapper\">\n<header>\n<h2 class=\"title\">\n“大空头”开火：特斯拉估值高得离谱，马斯克天价薪酬稀释股票\n</h2>\n\n<h4 class=\"meta\">\n\n\n2025-12-01 22:45 北京时间&nbsp;&nbsp;&nbsp;<a href=http://gu.qq.com/resources/shy/news/detail-v2/index.html#/?id=nesSN202512012337179524f09f&s=b><strong>IT之家</strong></a>\n\n\n</h4>\n\n</header>\n<article>\n<div>\n<p>北京时间 12 月 1 日，据《商业内幕》报道，电影《大空头》原型人物迈克尔・伯里（Michael Burry）正在向全球科技巨头宣战。在怼完英伟达后，他现在又将矛头指向了埃隆・马斯克（Elon Musk）。▲ 伯里上周日晚间，伯里在美版公众号 Substack 上发文称，特斯拉的“估值高得离谱”。此前，他披露了针对英伟达和 Palantir 的做空。“特斯拉的市值如今被离谱地高估了，而且这种状况...</p>\n\n<a href=\"http://gu.qq.com/resources/shy/news/detail-v2/index.html#/?id=nesSN202512012337179524f09f&s=b\">Web Link</a>\n\n</div>\n\n\n</article>\n</div>\n</body>\n</html>\n","type":0,"thumbnail":"","relate_stocks":{"BK4581":"高盛持仓","BK4543":"AI","BK4511":"特斯拉概念","TSLA":"特斯拉","IE00BK4W5M84.HKD":"HSBC GLOBAL FUNDS ICAV US EQUITY INDEX \"HC\" (HKD) ACC","LU2462157665.USD":"ALLIANZ GLOBAL INCOME \"A\" (USD) INC","LU2471134879.HKD":"INVESCO GLOBAL EQUITY INCOME ADVANTAGE \"A\" (HKD) INC","SG9999015978.USD":"利安颠覆性创新基金A","LU0964807845.USD":"ALLIANZ INCOME & GROWTH \"A\" (USD) INC","TSYW.SI":"TESLA 3xLongSG261006","LU2471134523.USD":"INVESCO GLOBAL EQUITY INCOME ADVANTAGE \"A\" (USD) ACC","LU2087621335.USD":"ALLSPRING GLOBAL FACTOR ENHANCED EQUITY \"A\" (USD) ACC","IE00B19Z8X17.USD":"FTGF CLEARBRIDGE US LARGE CAP GROWTH  \"AG\" (USD) ACC","LU0345769128.USD":"NINETY ONE GSF GLOBAL EQUITY \"A\" (USD) ACC","DXYZ":"Destiny Tech100 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ACC"},"source_url":"http://gu.qq.com/resources/shy/news/detail-v2/index.html#/?id=nesSN202512012337179524f09f&s=b","is_english":false,"share_image_url":"https://static.laohu8.com/9a95c1376e76363c1401fee7d3717173","article_id":"2588779141","content_text":"北京时间 12 月 1 日，据《商业内幕》报道，电影《大空头》原型人物迈克尔・伯里（Michael Burry）正在向全球科技巨头宣战。在怼完英伟达后，他现在又将矛头指向了埃隆・马斯克（Elon Musk）。▲ 伯里上周日晚间，伯里在美版公众号 Substack 上发文称，特斯拉的“估值高得离谱”。此前，他披露了针对英伟达和 Palantir 的做空。“特斯拉的市值如今被离谱地高估了，而且这种状况已持续很长时间。”伯里表示。他预计马斯克价值 1 万亿美元的薪酬方案将继续稀释该公司股票。伯里还表示：“顺带说一句，埃隆的拥趸们一开始全力押注电动汽车，直到竞争对手出现；随后又全力押注自动驾驶，直到竞争对手出现；现在又全力押注机器人，直到竞争对手出现为止。”这并不是伯里第一次把矛头对准特斯拉。2021 年，这位投资者曾做空价值 5.3 亿美元的特斯拉股票，但几个月后就平仓离场。伯里之后告诉 CNBC，称这笔操作“只是一次交易”。尽管特斯拉股价年初因马斯克入主美国政府效率部出现短暂震荡，但该公司今年以来股价仍上涨了 11%，因为投资者对该公司推出自动驾驶出租车表示欢迎。马斯克也已对特斯拉的批评者和做空者予以反击，并预测这家电动汽车制造商将成为全球市值最高的公司。截至发稿，特斯拉尚未就此置评。","news_type":1,"symbols_score_info":{"UFO":0.6,"DXYZ":1.5,"TSYW.SI":0.6,"TSLA":1.5,"TSLL":1.5}},"isVote":1,"tweetType":1,"viewCount":126,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"CN","totalScore":0},{"id":499253046330072,"gmtCreate":1762912907733,"gmtModify":1762912909889,"author":{"id":"3563357612600728","authorId":"3563357612600728","name":"Johnsonk","avatar":"https://static.tigerbbs.com/8d6ab73351a61f0c3e887a3cffcf2aa2","crmLevel":1,"crmLevelSwitch":0,"followedFlag":false,"authorIdStr":"3563357612600728","idStr":"3563357612600728"},"themes":[],"title":"","htmlText":"王朗也不太喜欢诸葛亮的品行","listText":"王朗也不太喜欢诸葛亮的品行","text":"王朗也不太喜欢诸葛亮的品行","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":1,"commentSize":0,"repostSize":0,"link":"https://laohu8.com/post/499253046330072","repostId":"2582554316","repostType":2,"repost":{"id":"2582554316","kind":"news","pubTimestamp":1762903878,"share":"https://www.laohu8.com/m/news/2582554316?lang=&edition=full","pubTime":"2025-11-12 07:31","market":"us","language":"zh","title":"段永平回应为何不买特斯拉股票：不喜欢马斯克品行","url":"https://stock-news.laohu8.com/highlight/detail?id=2582554316","media":"DoNews","summary":"快科技11月12日消息，在最近一档谈话节目中，步步高创始人、知名投资人段永平被问及特斯拉股票投资时，给出了明确的否定答案。段永平还表示电动车的生意不会太好，差异化很小，特斯拉做出了差异，但大部分电动车生意很艰苦。特斯拉的案例再次证明，即便公司具备技术优势，若经营者品行与行业特性不符合其投资原则，段永平仍会坚决回避，这种“有所不为”的定力或许也是其投资生涯少犯错误的关键。","content":"<html><body><article><p>快科技11月12日消息，在最近一档谈话节目中，<a href=\"https://laohu8.com/S/002251\">步步高</a>创始人、知名投资人段永平被问及<a href=\"https://laohu8.com/S/TSLA\">特斯拉</a>股票投资时，给出了明确的否定答案。</p><p><strong>“马斯克这个人是厉害，他有很多想法，也确实是很先进的，但是投资我觉得我比较难”</strong>段永平坦言，自己的投资逻辑本质是“与公司经营者做朋友”。</p><p>而马斯克的行事风格让他难以建立信任——“<strong>我不想跟他做朋友，哪怕给我钱我也不干</strong>”。</p><p>“马斯克有些东西很有道理，有些东西很没道理，你不知道哪一条先出来。”</p><p><strong>段永平还表示电动车的生意不会太好，差异化很小</strong>，特斯拉做出了差异，但大部分电动车生意很艰苦。</p><p>特斯拉的案例再次证明，即便公司具备<span>技术优势</span>，若经营者品行与行业特性不符合其投资原则，段永平仍会坚决回避，这种“有所不为”的定力或许也是其投资生涯少犯错误的关键。</p><p>本文转载自快科技，转载目的在于传递更多信息，并不代表本站赞同其观点和对其真实性负责。如涉及作品内容、版权和其它问题，请联系快科技通知我方删除，我方将在收到通知后第一时间删除内容！本文只提供参考并不构成任何投资及应用建议。本站拥有对此声明的最终解释权。</p></article></body></html>","source":"tencent","collect":0,"html":"<!DOCTYPE html>\n<html>\n<head>\n<meta http-equiv=\"Content-Type\" content=\"text/html; charset=utf-8\" />\n<meta name=\"viewport\" content=\"width=device-width,initial-scale=1.0,minimum-scale=1.0,maximum-scale=1.0,user-scalable=no\"/>\n<meta name=\"format-detection\" content=\"telephone=no,email=no,address=no\" />\n<title>段永平回应为何不买特斯拉股票：不喜欢马斯克品行</title>\n<style 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href=\"http://gu.qq.com/resources/shy/news/detail-v2/index.html#/?id=nesSN20251112074025a6f2e420&s=b\">Web Link</a>\n\n</div>\n\n\n</article>\n</div>\n</body>\n</html>\n","type":0,"thumbnail":"","relate_stocks":{"BK4534":"瑞士信贷持仓","IE00B1XK9C88.USD":"PINEBRIDGE US LARGE CAP RESEARCH ENHANCED \"A\" (USD) ACC","LU0689472784.USD":"安联收益及增长基金Cl AM AT Acc","LU1629891620.HKD":"ALLIANZ INCOME AND GROWTH \"AMG2\" (H2-HKD) INC","TSYW.SI":"TESLA 3xLongSG261006","LU2087621335.USD":"ALLSPRING GLOBAL FACTOR ENHANCED EQUITY \"A\" (USD) ACC","UFO":"Procure Space ETF","BK4555":"新能源车","BK4533":"AQR资本管理(全球第二大对冲基金)","LU0210536198.USD":"JPM US GROWTH \"A\" ACC","IE00B19Z9505.USD":"美盛-美国大盘成长股A Acc","TSLL":"2倍做多TSLA ETF-Direxion","LU1066053197.SGD":"HSBC GIF GLOBAL EQUITY VOLATILITY FOCUSED \"AM3\" (SGDHDG) INC","LU2108987350.USD":"UBS (LUX) EQUITY SICAV GLOBAL OPPORTUNITY SUSTAINABLE (USD) \"P\" (USD) ACC","BK4592":"伊斯兰概念","LU2896262040.SGD":"JPM US GROWTH FUND \"A\" (SGD) ACC","LU2213496289.HKD":"ALLIANZ 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INC"},"source_url":"http://gu.qq.com/resources/shy/news/detail-v2/index.html#/?id=nesSN20251112074025a6f2e420&s=b","is_english":false,"share_image_url":"https://static.laohu8.com/9a95c1376e76363c1401fee7d3717173","article_id":"2582554316","content_text":"快科技11月12日消息，在最近一档谈话节目中，步步高创始人、知名投资人段永平被问及特斯拉股票投资时，给出了明确的否定答案。“马斯克这个人是厉害，他有很多想法，也确实是很先进的，但是投资我觉得我比较难”段永平坦言，自己的投资逻辑本质是“与公司经营者做朋友”。而马斯克的行事风格让他难以建立信任——“我不想跟他做朋友，哪怕给我钱我也不干”。“马斯克有些东西很有道理，有些东西很没道理，你不知道哪一条先出来。”段永平还表示电动车的生意不会太好，差异化很小，特斯拉做出了差异，但大部分电动车生意很艰苦。特斯拉的案例再次证明，即便公司具备技术优势，若经营者品行与行业特性不符合其投资原则，段永平仍会坚决回避，这种“有所不为”的定力或许也是其投资生涯少犯错误的关键。本文转载自快科技，转载目的在于传递更多信息，并不代表本站赞同其观点和对其真实性负责。如涉及作品内容、版权和其它问题，请联系快科技通知我方删除，我方将在收到通知后第一时间删除内容！本文只提供参考并不构成任何投资及应用建议。本站拥有对此声明的最终解释权。","news_type":1,"symbols_score_info":{"UFO":0.6,"DXYZ":1.5,"TSLA":1.5,"TSYW.SI":0.6,"TSLL":1.5}},"isVote":1,"tweetType":1,"viewCount":648,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"CN","totalScore":0},{"id":499237730968312,"gmtCreate":1762909627802,"gmtModify":1762910421267,"author":{"id":"3563357612600728","authorId":"3563357612600728","name":"Johnsonk","avatar":"https://static.tigerbbs.com/8d6ab73351a61f0c3e887a3cffcf2aa2","crmLevel":1,"crmLevelSwitch":0,"followedFlag":false,"authorIdStr":"3563357612600728","idStr":"3563357612600728"},"themes":[],"title":"","htmlText":"不看看自己是什么品行，还有，不男不女的狗又出来叫了","listText":"不看看自己是什么品行，还有，不男不女的狗又出来叫了","text":"不看看自己是什么品行，还有，不男不女的狗又出来叫了","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":1,"commentSize":0,"repostSize":0,"link":"https://laohu8.com/post/499237730968312","repostId":"2582554316","repostType":2,"repost":{"id":"2582554316","kind":"news","pubTimestamp":1762903878,"share":"https://www.laohu8.com/m/news/2582554316?lang=&edition=full","pubTime":"2025-11-12 07:31","market":"us","language":"zh","title":"段永平回应为何不买特斯拉股票：不喜欢马斯克品行","url":"https://stock-news.laohu8.com/highlight/detail?id=2582554316","media":"DoNews","summary":"快科技11月12日消息，在最近一档谈话节目中，步步高创始人、知名投资人段永平被问及特斯拉股票投资时，给出了明确的否定答案。段永平还表示电动车的生意不会太好，差异化很小，特斯拉做出了差异，但大部分电动车生意很艰苦。特斯拉的案例再次证明，即便公司具备技术优势，若经营者品行与行业特性不符合其投资原则，段永平仍会坚决回避，这种“有所不为”的定力或许也是其投资生涯少犯错误的关键。","content":"<html><body><article><p>快科技11月12日消息，在最近一档谈话节目中，<a href=\"https://laohu8.com/S/002251\">步步高</a>创始人、知名投资人段永平被问及<a href=\"https://laohu8.com/S/TSLA\">特斯拉</a>股票投资时，给出了明确的否定答案。</p><p><strong>“马斯克这个人是厉害，他有很多想法，也确实是很先进的，但是投资我觉得我比较难”</strong>段永平坦言，自己的投资逻辑本质是“与公司经营者做朋友”。</p><p>而马斯克的行事风格让他难以建立信任——“<strong>我不想跟他做朋友，哪怕给我钱我也不干</strong>”。</p><p>“马斯克有些东西很有道理，有些东西很没道理，你不知道哪一条先出来。”</p><p><strong>段永平还表示电动车的生意不会太好，差异化很小</strong>，特斯拉做出了差异，但大部分电动车生意很艰苦。</p><p>特斯拉的案例再次证明，即便公司具备<span>技术优势</span>，若经营者品行与行业特性不符合其投资原则，段永平仍会坚决回避，这种“有所不为”的定力或许也是其投资生涯少犯错误的关键。</p><p>本文转载自快科技，转载目的在于传递更多信息，并不代表本站赞同其观点和对其真实性负责。如涉及作品内容、版权和其它问题，请联系快科技通知我方删除，我方将在收到通知后第一时间删除内容！本文只提供参考并不构成任何投资及应用建议。本站拥有对此声明的最终解释权。</p></article></body></html>","source":"tencent","collect":0,"html":"<!DOCTYPE html>\n<html>\n<head>\n<meta http-equiv=\"Content-Type\" content=\"text/html; charset=utf-8\" />\n<meta name=\"viewport\" content=\"width=device-width,initial-scale=1.0,minimum-scale=1.0,maximum-scale=1.0,user-scalable=no\"/>\n<meta name=\"format-detection\" content=\"telephone=no,email=no,address=no\" />\n<title>段永平回应为何不买特斯拉股票：不喜欢马斯克品行</title>\n<style 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href=\"http://gu.qq.com/resources/shy/news/detail-v2/index.html#/?id=nesSN20251112074025a6f2e420&s=b\">Web Link</a>\n\n</div>\n\n\n</article>\n</div>\n</body>\n</html>\n","type":0,"thumbnail":"","relate_stocks":{"BK4534":"瑞士信贷持仓","IE00B1XK9C88.USD":"PINEBRIDGE US LARGE CAP RESEARCH ENHANCED \"A\" (USD) ACC","LU0689472784.USD":"安联收益及增长基金Cl AM AT Acc","LU1629891620.HKD":"ALLIANZ INCOME AND GROWTH \"AMG2\" (H2-HKD) INC","TSYW.SI":"TESLA 3xLongSG261006","LU2087621335.USD":"ALLSPRING GLOBAL FACTOR ENHANCED EQUITY \"A\" (USD) ACC","UFO":"Procure Space ETF","BK4555":"新能源车","BK4533":"AQR资本管理(全球第二大对冲基金)","LU0210536198.USD":"JPM US GROWTH \"A\" ACC","IE00B19Z9505.USD":"美盛-美国大盘成长股A Acc","TSLL":"2倍做多TSLA ETF-Direxion","LU1066053197.SGD":"HSBC GIF GLOBAL EQUITY VOLATILITY FOCUSED \"AM3\" (SGDHDG) INC","LU2108987350.USD":"UBS (LUX) EQUITY SICAV GLOBAL OPPORTUNITY SUSTAINABLE (USD) \"P\" (USD) ACC","BK4592":"伊斯兰概念","LU2896262040.SGD":"JPM US GROWTH FUND \"A\" (SGD) ACC","LU2213496289.HKD":"ALLIANZ 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INC"},"source_url":"http://gu.qq.com/resources/shy/news/detail-v2/index.html#/?id=nesSN20251112074025a6f2e420&s=b","is_english":false,"share_image_url":"https://static.laohu8.com/9a95c1376e76363c1401fee7d3717173","article_id":"2582554316","content_text":"快科技11月12日消息，在最近一档谈话节目中，步步高创始人、知名投资人段永平被问及特斯拉股票投资时，给出了明确的否定答案。“马斯克这个人是厉害，他有很多想法，也确实是很先进的，但是投资我觉得我比较难”段永平坦言，自己的投资逻辑本质是“与公司经营者做朋友”。而马斯克的行事风格让他难以建立信任——“我不想跟他做朋友，哪怕给我钱我也不干”。“马斯克有些东西很有道理，有些东西很没道理，你不知道哪一条先出来。”段永平还表示电动车的生意不会太好，差异化很小，特斯拉做出了差异，但大部分电动车生意很艰苦。特斯拉的案例再次证明，即便公司具备技术优势，若经营者品行与行业特性不符合其投资原则，段永平仍会坚决回避，这种“有所不为”的定力或许也是其投资生涯少犯错误的关键。本文转载自快科技，转载目的在于传递更多信息，并不代表本站赞同其观点和对其真实性负责。如涉及作品内容、版权和其它问题，请联系快科技通知我方删除，我方将在收到通知后第一时间删除内容！本文只提供参考并不构成任何投资及应用建议。本站拥有对此声明的最终解释权。","news_type":1,"symbols_score_info":{"UFO":0.6,"DXYZ":1.5,"TSLA":1.5,"TSYW.SI":0.6,"TSLL":1.5}},"isVote":1,"tweetType":1,"viewCount":462,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"CN","totalScore":0},{"id":498293318308048,"gmtCreate":1762676799807,"gmtModify":1762676802105,"author":{"id":"3563357612600728","authorId":"3563357612600728","name":"Johnsonk","avatar":"https://static.tigerbbs.com/8d6ab73351a61f0c3e887a3cffcf2aa2","crmLevel":1,"crmLevelSwitch":0,"followedFlag":false,"authorIdStr":"3563357612600728","idStr":"3563357612600728"},"themes":[],"title":"","htmlText":"估计没买保险","listText":"估计没买保险","text":"估计没买保险","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":1,"commentSize":0,"repostSize":0,"link":"https://laohu8.com/post/498293318308048","repostId":"2582895310","repostType":2,"repost":{"id":"2582895310","kind":"news","pubTimestamp":1762666359,"share":"https://www.laohu8.com/m/news/2582895310?lang=&edition=full","pubTime":"2025-11-09 13:32","market":"us","language":"zh","title":"特斯拉高速上加速失控 车主：我有20年驾龄了 怀疑车有问题","url":"https://stock-news.laohu8.com/highlight/detail?id=2582895310","media":"快科技","summary":"快科技11月9日消息，据报道，杭州的吴先生向媒体反馈称，自己的特斯拉在Model Y高速上正常行驶时发生失控事故，他怀疑车辆有问题。吴先生希望特斯拉方面可以提供相关数据，弄清楚事发时的具体情况。吴先生表示，修车可能在五六万，如果是这个车的确存在问题，希望特斯拉能负责车辆的维修。对此，特斯拉方面回应称，车辆不存在问题，客户未开启辅助驾驶等功能，因为客户大幅度打方向，导致车辆失稳，但吴先生并不认可。","content":"<html><body><article><p>快科技11月9日消息，据报道，杭州的吴先生向媒体反馈称，自己的<a href=\"https://laohu8.com/S/TSLA\">特斯拉</a>在Model Y高速上正常行驶时发生失控事故，他怀疑车辆有问题。</p><p>吴先生介绍，10月31号，他驾车在杭州去绍兴的高速上，当时时速在100km/h左右，为了超车才加速，结果车辆发生失控事故。</p><img src=\"https://fid-75186.picgzc.qpic.cn/20251109133926796d163yhcj3mrhllg\"/><p>吴先生表示，<strong>他当时本能反应去救方向盘，结果救不过来，先是车头撞上护栏，然后又弹了回来，车尾也撞了上去，车辆左侧前后有多处明显剐蹭碰撞痕迹。</strong></p><p>吴先生强调，当时车辆处于限速内，轮胎等情况正常，路上也没有积水，失控前没有动过方向。</p><p>他觉得自己作为有着20年驾龄的老司机，当时自己并没有操作不当的地方。他认为失控和车辆本身有关，怀疑两个轮子扭矩不一样，造成了车子甩尾了失控这种情况。</p><p>而且，车辆的主动安全没有及时介入，<strong>特斯拉给出来的数据是说我们动了方向，但是当时的情况不允许乱动方向。</strong></p><p>吴先生希望特斯拉方面可以提供相关数据，弄清楚事发时的具体情况。吴先生表示，修车可能在五六万，如果是这个车的确存在问题，希望特斯拉能负责车辆的维修。</p><p>对此，特斯拉方面回应称，<strong>车辆不存在问题，客户未开启辅助驾驶等功能，因为客户大幅度打方向，导致车辆失稳，但吴先生并不认可。</strong></p><img src=\"https://img1.mydrivers.com/img/20251109/Sd66ece64-2dd0-470d-943d-5f6d73edca2a.png\"/></article></body></html>","source":"tencent","collect":0,"html":"<!DOCTYPE html>\n<html>\n<head>\n<meta http-equiv=\"Content-Type\" content=\"text/html; charset=utf-8\" />\n<meta name=\"viewport\" content=\"width=device-width,initial-scale=1.0,minimum-scale=1.0,maximum-scale=1.0,user-scalable=no\"/>\n<meta name=\"format-detection\" 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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特斯拉高速上加速失控 车主：我有20年驾龄了 怀疑车有问题\n</h2>\n\n<h4 class=\"meta\">\n\n\n2025-11-09 13:32 北京时间&nbsp;&nbsp;&nbsp;<a href=http://gu.qq.com/resources/shy/news/detail-v2/index.html#/?id=nesSN20251109133950a494086d&s=b><strong>快科技</strong></a>\n\n\n</h4>\n\n</header>\n<article>\n<div>\n<p>快科技11月9日消息，据报道，杭州的吴先生向媒体反馈称，自己的特斯拉在Model Y高速上正常行驶时发生失控事故，他怀疑车辆有问题。吴先生介绍，10月31号，他驾车在杭州去绍兴的高速上，当时时速在100km/h左右，为了超车才加速，结果车辆发生失控事故。吴先生表示，他当时本能反应去救方向盘，结果救不过来，先是车头撞上护栏，然后又弹了回来，车尾也撞了上去，车辆左侧前后有多处明显剐蹭碰撞痕迹。吴先生...</p>\n\n<a href=\"http://gu.qq.com/resources/shy/news/detail-v2/index.html#/?id=nesSN20251109133950a494086d&s=b\">Web Link</a>\n\n</div>\n\n\n</article>\n</div>\n</body>\n</html>\n","type":0,"thumbnail":"","relate_stocks":{"LU2290526834.HKD":"BGF NEXT GENERATION TECHNOLOGY \"A2\" (HKDHDG) ACC","TSYW.SI":"TESLA 3xLongSG261006","LU2236285917.USD":"ALLIANZ GLOBAL INCOME \"AMG\" (USD) INC","BK4550":"红杉资本持仓","LU2023250330.USD":"ALLIANZ INCOME AND GROWTH \"AMG\" (USD) INC","BK4548":"巴美列捷福持仓","LU0077335932.USD":"FIDELITY AMERICAN GROWTH \"A\" INC","LU1720051017.SGD":"Allianz Global Artificial Intelligence AT Acc H2-SGD","LU1861215975.USD":"贝莱德新一代科技基金 A2","LU0234570918.USD":"高盛全球核心股票组合Acc Close","BK4598":"佩洛西持仓","LU0316494557.USD":"FRANKLIN GLOBAL FUNDAMENTAL STRATEGIES \"A\" ACC","LU1429558221.USD":"Natixis Loomis Sayles US Growth 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20:30","market":"us","language":"zh","title":"特斯拉创纪录销量难改背后“隐忧”","url":"https://stock-news.laohu8.com/highlight/detail?id=2575052409","media":"美股研究社","summary":"鉴于特斯拉在销量方面仍面临困境，专家预计，随着下一季度数据出炉，其过去 12 个月的自由现金流将进一步下滑。受税收抵免到期前的购车潮推动，本季度本应是特斯拉的 “爆发季”，但实际表现并未达预期。核心观点风险提示目前面临的最大风险是特斯拉在技术上取得突破性进展。结论特斯拉是一家估值严重过高的公司。","content":"<html><body><article><p>【如需和我们交流可扫码添加进社群】</p><img src=\"https://mmbiz.qpic.cn/mmbiz_png/dR7EpbvovdKBibR2JMaxUNVoEYIawaicLcPgia7DNCvbkZ2UW7icKia7iaEBYibLoBH9m2tvI6bkqbEh7NtGPic58BHcsA/640?wx_fmt=png&amp;from=appmsg&amp;tp=webp&amp;wxfrom=5&amp;wx_lazy=1#imgIndex=2\"/><p><strong><a href=\"https://laohu8.com/S/TSLA\">特斯拉</a>2024年第三季度业绩</strong></p><p>从交付量来看，特斯拉第三季度表现创下纪录 —— 汽车交付量接近 50 万辆，储能部署量也同步刷新纪录。</p><img src=\"https://mmbiz.qpic.cn/mmbiz_png/dR7EpbvovdL8qlORyTA1Z4qNCZ7wsSsRedIBHRB4LtlIYCVx33juVfPK2ZLRkyKhHwxIeppT6AdcdJECZHqDRQ/640?wx_fmt=png&amp;from=appmsg\"/><p>然而，这些数据背后有两个关键细节需重点关注：首先，该季度交付<span>量比</span>产量高出 10% 以上。由于 9 月底美国联邦电动汽车税收抵免政策即将到期，消费者急于购车以享受优惠，特斯拉借此消化了过剩库存。这一需求驱动因素具有一次性属性，而公司并未相应扩大产能，也印证了这一点。</p><p>其次，特斯拉该季度产量为 44.7 万辆，同比实际下降了数个百分点，这表明公司基本面仍处于萎缩状态。在专家看来，另一大风险在于，包括 Cybertruck 在内的 “其他车型” 销量依然低迷，这意味着特斯拉在核心车型之外完全未能实现业务增长。</p><img src=\"https://mmbiz.qpic.cn/mmbiz_png/dR7EpbvovdKBibR2JMaxUNVoEYIawaicLcrVAEs2bhwIEUP4FfvianI8UkwWsmGS8QGt9FUCfIVia1npfInK1SOWWQ/640?wx_fmt=png&amp;from=appmsg&amp;tp=webp&amp;wxfrom=5&amp;wx_lazy=1#imgIndex=4\"/><p><strong>特斯拉财务状况</strong></p><p>从财务角度看，相较于其估值，特斯拉的财务表现持续疲软。</p><img src=\"https://mmbiz.qpic.cn/mmbiz_png/dR7EpbvovdL8qlORyTA1Z4qNCZ7wsSsR2FEopib0ToWsBA6qMUVukwmZFCMqGVTpewd38uP1MjuYGMtIjibkLLkQ/640?wx_fmt=png&amp;from=appmsg\"/><p>目前特斯拉市值为 1.36 万亿美元，而过去 12 个月（TTM）的<span>自由现金流</span>（FCF）仅为 55 亿美元，自由现金流收益率仅为 0.4%。值得注意的是，该公司过去 12 个月自由现金流中，约 45% 来自 2024 年第三季度（即刚公布业绩的季度）。鉴于特斯拉在销量方面仍面临困境，专家预计，随着下一季度数据出炉，其过去 12 个月的自由现金流将进一步下滑。</p><p>从基本面来看，专家认为特斯拉已触及市场天花板。自 2023 年以来，公司销量未实现增长，市场份额也在持续下滑。欧洲市场仍是该公司的长期薄弱环节。</p><img src=\"https://mmbiz.qpic.cn/mmbiz_png/dR7EpbvovdKBibR2JMaxUNVoEYIawaicLczbSMU66CbrBjDq7jpr5zsiclLE4DkRGuL9TVwK0r2tbvibNaKK4AzxHw/640?wx_fmt=png&amp;from=appmsg&amp;tp=webp&amp;wxfrom=5&amp;wx_lazy=1#imgIndex=6\"/><p><strong>特斯拉的 “其他业务”</strong></p><p>投资者在为特斯拉 0.4% 的自由现金流收益率争论时，常会提及该公司的另外两项业务 —— 全自动驾驶（FSD）与机器人业务。但实际情况却不容乐观：</p><p>在自动驾驶领域，特斯拉不仅远未实现早在 2018 年就设定的目标，如今已落后于竞争对手。此前有测试显示，特斯拉尝试 “横跨美国” 的自动驾驶行驶，出发后不到 60 英里就发生了事故；而在奥斯汀地区，特斯拉的自动驾驶车辆仍需配备安全驾驶员，尚未实现完全自动化。截至目前，该公司尚未实现任何 “无安全驾驶员” 的全自动驾驶里程记录。</p><p>反观竞争对手 Waymo，其全自动驾驶里程已达 1 亿英里，付费行程也突破 1000 万次。特斯拉在自动驾驶技术上的屡次失败，已导致美国国家公路交通安全管理局（NHTSA）对其展开调查；美国参议员也基于该公司自动驾驶车辆在铁路道口的不良表现，呼吁启动更多调查。</p><p>实际结果表明，我们看不到特斯拉自动驾驶业务成为独立核心收入来源的可能性。专家认为，特斯拉的技术路线存在根本性错误 —— 由于未采用激光雷达（LiDAR）技术，其自动驾驶发展已陷入瓶颈。</p><p>再看 Optimus 机器人业务，该业务的估值难度较大。参考其主要竞争对手 Figure AI（市值 390 亿美元）进行估值，即便给予特斯拉机器人业务两倍于 Figure AI 的估值（即 800 亿美元），这一规模也仅占特斯拉当前市值的 6%。由此可见，特斯拉现有业务完全支撑不起其当前市值。</p><p>受税收抵免到期前的购车潮推动，本季度本应是特斯拉的 “爆发季”，但实际表现并未达预期。如今市场环境愈发严峻，特斯拉不仅难以实现低个位数增长，反而可能面临业务进一步萎缩。考虑到其高昂的估值，这一前景令人担忧。</p><img src=\"https://mmbiz.qpic.cn/mmbiz_png/dR7EpbvovdKBibR2JMaxUNVoEYIawaicLciaWMQ0QPFPFmoNQtcVWichXhCuZB2x0BS879mNfIl6Lz8r5HIRlqLj6w/640?wx_fmt=png&amp;from=appmsg\"/><p><strong>核心观点风险提示</strong></p><p><strong>目前面临的最大风险是特斯拉在技术上取得突破性进展。</strong>例如，若该公司在人形机器人或全自动驾驶领域实现突破，可能迅速在重大市场中获得领先地位，并随之带来可观收入。这或将为其当前估值提供合理性支撑，也可能提升其未来为股东创造回报的能力。</p><img src=\"https://mmbiz.qpic.cn/mmbiz_png/dR7EpbvovdJ3W4gruZ6lz6pj1cuQvXYHzFTgv6zBDxN3hjm1PtXPLNKCakI3eyW9mPqibvjCvXwDia0vaM9Nht8w/640?wx_fmt=png&amp;from=appmsg\"/><p><strong>结论</strong></p><p><strong>特斯拉是一家估值严重过高的公司。尽管其市值高达 1.3 万亿美元，且近期公布了创纪录的销量，但这一销量高峰是由税收抵免政策到期推动的一次性现象，即便如此，公司的增长率仍极为疲软。</strong></p><p>与此同时，特斯拉并无任何可支撑增长的核心业务板块：全自动驾驶业务比原计划落后 7 年，且大幅落后于 Waymo；Optimus 机器人业务也并未显著领先于 Figure AI，即便假设其具备领先优势，也无法支撑 1.3 万亿美元的市值。</p><p>【如需和我们交流可后台回复“进群”加社群】</p><img src=\"https://mmbiz.qpic.cn/mmbiz_jpg/dR7EpbvovdJlQNwm5fnHWnfblqB1P5B3gLTjg6j6dT5IyOFclcldYqPQickKMUqicdaXvibXdEb4OibV97CAwGO6TQ/640?wx_fmt=jpeg&amp;tp=webp&amp;wxfrom=5&amp;wx_lazy=1#imgIndex=7\"/><img src=\"https://mmbiz.qpic.cn/mmbiz_gif/dR7EpbvovdLt0fplojSTcIf4vTY1fP5f5VhIsL3QI5iaHIficMHKVzpaxPOM0yB24Zgs1PJlLHXFs5UXKRic0iaTxA/640?wx_fmt=gif&amp;from=appmsg&amp;tp=webp&amp;wxfrom=5&amp;wx_lazy=1#imgIndex=9\"/></article></body></html>","source":"tencent","collect":0,"html":"<!DOCTYPE html>\n<html>\n<head>\n<meta http-equiv=\"Content-Type\" content=\"text/html; charset=utf-8\" />\n<meta name=\"viewport\" content=\"width=device-width,initial-scale=1.0,minimum-scale=1.0,maximum-scale=1.0,user-scalable=no\"/>\n<meta name=\"format-detection\" content=\"telephone=no,email=no,address=no\" />\n<title>特斯拉创纪录销量难改背后“隐忧”</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特斯拉创纪录销量难改背后“隐忧”\n</h2>\n\n<h4 class=\"meta\">\n\n\n2025-10-13 20:30 北京时间&nbsp;&nbsp;&nbsp;<a href=http://gu.qq.com/resources/shy/news/detail-v2/index.html#/?id=nesSN2025101320384494c68681&s=b><strong>美股研究社</strong></a>\n\n\n</h4>\n\n</header>\n<article>\n<div>\n<p>【如需和我们交流可扫码添加进社群】特斯拉2024年第三季度业绩从交付量来看，特斯拉第三季度表现创下纪录 —— 汽车交付量接近 50 万辆，储能部署量也同步刷新纪录。然而，这些数据背后有两个关键细节需重点关注：首先，该季度交付量比产量高出 10% 以上。由于 9 月底美国联邦电动汽车税收抵免政策即将到期，消费者急于购车以享受优惠，特斯拉借此消化了过剩库存。这一需求驱动因素具有一次性属性，而公司并未...</p>\n\n<a href=\"http://gu.qq.com/resources/shy/news/detail-v2/index.html#/?id=nesSN2025101320384494c68681&s=b\">Web Link</a>\n\n</div>\n\n\n</article>\n</div>\n</body>\n</html>\n","type":0,"thumbnail":"","relate_stocks":{"LU1066051811.HKD":"HSBC GIF GLOBAL EQUITY VOLATILITY FOCUSED \"AM2\" (HKD) INC","LU2471134879.HKD":"INVESCO GLOBAL EQUITY INCOME ADVANTAGE \"A\" (HKD) INC","LU0056508442.USD":"贝莱德世界科技基金A2","LU0823414478.USD":"法巴经典能源转换基金","BK4534":"瑞士信贷持仓","SG9999015978.USD":"利安颠覆性创新基金A","BK4585":"ETF&股票定投概念","LU2471134523.USD":"INVESCO GLOBAL EQUITY INCOME ADVANTAGE \"A\" (USD) ACC","LU2326559502.SGD":"Natixis Loomis Sayles US Growth Equity P/A SGD-H","LU2087621335.USD":"ALLSPRING GLOBAL FACTOR ENHANCED EQUITY \"A\" (USD) ACC","LU0345769128.USD":"NINETY ONE GSF GLOBAL EQUITY \"A\" (USD) ACC","LU0943347566.SGD":"安联收益及增长平衡基金AM H2-SGD","IE00BSNM7G36.USD":"NEUBERGER BERMAN SYSTEMATIC GLOBAL SUSTAINABLE VALUE \"A\" (USD) ACC","BK4516":"特朗普概念","LU0820562030.AUD":"ALLIANZ INCOME AND GROWTH \"AMH2\" 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SGD-H"},"source_url":"http://gu.qq.com/resources/shy/news/detail-v2/index.html#/?id=nesSN2025101320384494c68681&s=b","is_english":false,"share_image_url":"https://static.laohu8.com/9a95c1376e76363c1401fee7d3717173","article_id":"2575052409","content_text":"【如需和我们交流可扫码添加进社群】特斯拉2024年第三季度业绩从交付量来看，特斯拉第三季度表现创下纪录 —— 汽车交付量接近 50 万辆，储能部署量也同步刷新纪录。然而，这些数据背后有两个关键细节需重点关注：首先，该季度交付量比产量高出 10% 以上。由于 9 月底美国联邦电动汽车税收抵免政策即将到期，消费者急于购车以享受优惠，特斯拉借此消化了过剩库存。这一需求驱动因素具有一次性属性，而公司并未相应扩大产能，也印证了这一点。其次，特斯拉该季度产量为 44.7 万辆，同比实际下降了数个百分点，这表明公司基本面仍处于萎缩状态。在专家看来，另一大风险在于，包括 Cybertruck 在内的 “其他车型” 销量依然低迷，这意味着特斯拉在核心车型之外完全未能实现业务增长。特斯拉财务状况从财务角度看，相较于其估值，特斯拉的财务表现持续疲软。目前特斯拉市值为 1.36 万亿美元，而过去 12 个月（TTM）的自由现金流（FCF）仅为 55 亿美元，自由现金流收益率仅为 0.4%。值得注意的是，该公司过去 12 个月自由现金流中，约 45% 来自 2024 年第三季度（即刚公布业绩的季度）。鉴于特斯拉在销量方面仍面临困境，专家预计，随着下一季度数据出炉，其过去 12 个月的自由现金流将进一步下滑。从基本面来看，专家认为特斯拉已触及市场天花板。自 2023 年以来，公司销量未实现增长，市场份额也在持续下滑。欧洲市场仍是该公司的长期薄弱环节。特斯拉的 “其他业务”投资者在为特斯拉 0.4% 的自由现金流收益率争论时，常会提及该公司的另外两项业务 —— 全自动驾驶（FSD）与机器人业务。但实际情况却不容乐观：在自动驾驶领域，特斯拉不仅远未实现早在 2018 年就设定的目标，如今已落后于竞争对手。此前有测试显示，特斯拉尝试 “横跨美国” 的自动驾驶行驶，出发后不到 60 英里就发生了事故；而在奥斯汀地区，特斯拉的自动驾驶车辆仍需配备安全驾驶员，尚未实现完全自动化。截至目前，该公司尚未实现任何 “无安全驾驶员” 的全自动驾驶里程记录。反观竞争对手 Waymo，其全自动驾驶里程已达 1 亿英里，付费行程也突破 1000 万次。特斯拉在自动驾驶技术上的屡次失败，已导致美国国家公路交通安全管理局（NHTSA）对其展开调查；美国参议员也基于该公司自动驾驶车辆在铁路道口的不良表现，呼吁启动更多调查。实际结果表明，我们看不到特斯拉自动驾驶业务成为独立核心收入来源的可能性。专家认为，特斯拉的技术路线存在根本性错误 —— 由于未采用激光雷达（LiDAR）技术，其自动驾驶发展已陷入瓶颈。再看 Optimus 机器人业务，该业务的估值难度较大。参考其主要竞争对手 Figure AI（市值 390 亿美元）进行估值，即便给予特斯拉机器人业务两倍于 Figure AI 的估值（即 800 亿美元），这一规模也仅占特斯拉当前市值的 6%。由此可见，特斯拉现有业务完全支撑不起其当前市值。受税收抵免到期前的购车潮推动，本季度本应是特斯拉的 “爆发季”，但实际表现并未达预期。如今市场环境愈发严峻，特斯拉不仅难以实现低个位数增长，反而可能面临业务进一步萎缩。考虑到其高昂的估值，这一前景令人担忧。核心观点风险提示目前面临的最大风险是特斯拉在技术上取得突破性进展。例如，若该公司在人形机器人或全自动驾驶领域实现突破，可能迅速在重大市场中获得领先地位，并随之带来可观收入。这或将为其当前估值提供合理性支撑，也可能提升其未来为股东创造回报的能力。结论特斯拉是一家估值严重过高的公司。尽管其市值高达 1.3 万亿美元，且近期公布了创纪录的销量，但这一销量高峰是由税收抵免政策到期推动的一次性现象，即便如此，公司的增长率仍极为疲软。与此同时，特斯拉并无任何可支撑增长的核心业务板块：全自动驾驶业务比原计划落后 7 年，且大幅落后于 Waymo；Optimus 机器人业务也并未显著领先于 Figure AI，即便假设其具备领先优势，也无法支撑 1.3 万亿美元的市值。【如需和我们交流可后台回复“进群”加社群】","news_type":1,"symbols_score_info":{"TSLL":1.5,"TSYW.SI":0.6,"TSLA":1.5}},"isVote":1,"tweetType":1,"viewCount":779,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"CN","totalScore":0}],"hots":[{"id":211289833709720,"gmtCreate":1692609530561,"gmtModify":1692609531852,"author":{"id":"3563357612600728","authorId":"3563357612600728","name":"Johnsonk","avatar":"https://static.tigerbbs.com/8d6ab73351a61f0c3e887a3cffcf2aa2","crmLevel":1,"crmLevelSwitch":0,"followedFlag":false,"authorIdStr":"3563357612600728","idStr":"3563357612600728"},"themes":[],"htmlText":"新款M3并未使用一体压铸技术","listText":"新款M3并未使用一体压铸技术","text":"新款M3并未使用一体压铸技术","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":0,"commentSize":5,"repostSize":0,"link":"https://laohu8.com/post/211289833709720","repostId":"2361548083","repostType":2,"repost":{"id":"2361548083","kind":"news","pubTimestamp":1692584741,"share":"https://www.laohu8.com/m/news/2361548083?lang=&edition=full","pubTime":"2023-08-21 10:25","market":"us","language":"zh","title":"特斯拉新款Model 3曝光 20万元左右","url":"https://stock-news.laohu8.com/highlight/detail?id=2361548083","media":"中关村在线","summary":"特斯拉正在研发新款Model 3汽车，预计将于今年下半年正式上市。根据最新消息，新款Model 3将搭载HW3.5硬件，而非先前传闻的HW4.0。同时，所有雷达设备已被移除。 新款Model 3在制造过程中采用了一体化铸造技术，减少了线束的使用并引入了更多新型材料，这使得其整车制造成本明显低于上一代车型。因此，预计新款Model 3的定价将保持在人民币20万元左右。","content":"<html><body><article><p><a href=\"https://laohu8.com/S/TSLA\">特斯拉</a>正在研发新款Model 3汽车，预计将于今年下半年正式上市。根据最新消息，新款Model 3将搭载HW3.5硬件，而非先前传闻的HW4.0。同时，所有雷达设备已被移除。 新款Model 3在制造过程中采用了一体化铸造技术，减少了线束的使用并引入了更多新型材料，这使得其整车制造成本明显低于上一代车型。因此，预计新款Model 3的定价将保持在人民币20万元左右。</p></article></body></html>","source":"tencent","collect":0,"html":"<!DOCTYPE html>\n<html>\n<head>\n<meta http-equiv=\"Content-Type\" content=\"text/html; charset=utf-8\" />\n<meta name=\"viewport\" content=\"width=device-width,initial-scale=1.0,minimum-scale=1.0,maximum-scale=1.0,user-scalable=no\"/>\n<meta name=\"format-detection\" content=\"telephone=no,email=no,address=no\" />\n<title>特斯拉新款Model 3曝光 20万元左右</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特斯拉新款Model 3曝光 20万元左右\n</h2>\n\n<h4 class=\"meta\">\n\n\n2023-08-21 10:25 北京时间&nbsp;&nbsp;&nbsp;<a href=http://gu.qq.com/resources/shy/news/detail-v2/index.html#/?id=nesSN2023082110512284280cfd&s=b><strong>中关村在线</strong></a>\n\n\n</h4>\n\n</header>\n<article>\n<div>\n<p>特斯拉正在研发新款Model 3汽车，预计将于今年下半年正式上市。根据最新消息，新款Model 3将搭载HW3.5硬件，而非先前传闻的HW4.0。同时，所有雷达设备已被移除。 新款Model 3在制造过程中采用了一体化铸造技术，减少了线束的使用并引入了更多新型材料，这使得其整车制造成本明显低于上一代车型。因此，预计新款Model 3的定价将保持在人民币20万元左右。</p>\n\n<a href=\"http://gu.qq.com/resources/shy/news/detail-v2/index.html#/?id=nesSN2023082110512284280cfd&s=b\">Web Link</a>\n\n</div>\n\n\n</article>\n</div>\n</body>\n</html>\n","type":0,"thumbnail":"","relate_stocks":{"IE00BWXC8680.SGD":"PINEBRIDGE US LARGE CAP RESEARCH ENHANCED \"A5\" (SGD) ACC","BK4550":"红杉资本持仓","BK4588":"碎股","LU0348723411.USD":"ALLIANZ GLOBAL HI-TECH GROWTH \"A\" (USD) INC","BK4548":"巴美列捷福持仓","LU1720051108.HKD":"ALLIANZ GLOBAL ARTIFICIAL INTELLIGENCE \"AT\" (HKD) ACC","LU1720051017.SGD":"Allianz Global Artificial Intelligence AT Acc H2-SGD","LU2249611893.SGD":"BNP PARIBAS ENERGY TRANSITION \"CRH\" (SGD) ACC","LU0820561909.HKD":"ALLIANZ INCOME AND GROWTH \"AM\" (HKD) INC","LU0198837287.USD":"UBS (LUX) EQUITY SICAV - USA GROWTH \"P\" (USD) ACC","BK4551":"寇图资本持仓","TSLA":"特斯拉","LU2357305700.SGD":"Allianz Global Artificial Intelligence ET H2-SGD","LU0234570918.USD":"高盛全球核心股票组合Acc 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3的定价将保持在人民币20万元左右。","news_type":1,"symbols_score_info":{"TSLA":1,"TSLL":1}},"isVote":1,"tweetType":1,"viewCount":3370,"authorTweetTopStatus":1,"verified":2,"comments":[{"author":{"id":"3517783924542835","authorId":"3517783924542835","name":"木子123","avatar":"https://static.tigerbbs.com/16f06710696533aee2fef8f0941b96bc","crmLevel":9,"crmLevelSwitch":1,"authorIdStr":"3517783924542835","idStr":"3517783924542835"},"content":"现在可入特斯拉吗？做多","text":"现在可入特斯拉吗？做多","html":"现在可入特斯拉吗？做多"},{"author":{"id":"3517783924542835","authorId":"3517783924542835","name":"木子123","avatar":"https://static.tigerbbs.com/16f06710696533aee2fef8f0941b96bc","crmLevel":9,"crmLevelSwitch":1,"authorIdStr":"3517783924542835","idStr":"3517783924542835"},"content":"目前可入吗这个价格？","text":"目前可入吗这个价格？","html":"目前可入吗这个价格？"}],"imageCount":0,"langContent":"CN","totalScore":0},{"id":487889049903144,"gmtCreate":1760140857958,"gmtModify":1760145344704,"author":{"id":"3563357612600728","authorId":"3563357612600728","name":"Johnsonk","avatar":"https://static.tigerbbs.com/8d6ab73351a61f0c3e887a3cffcf2aa2","crmLevel":1,"crmLevelSwitch":0,"followedFlag":false,"authorIdStr":"3563357612600728","idStr":"3563357612600728"},"themes":[],"htmlText":"不男不女的又开始嘤嘤乱吠","listText":"不男不女的又开始嘤嘤乱吠","text":"不男不女的又开始嘤嘤乱吠","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":2,"commentSize":1,"repostSize":0,"link":"https://laohu8.com/post/487889049903144","repostId":"2574033172","repostType":2,"repost":{"id":"2574033172","kind":"highlight","weMediaInfo":{"introduction":"The most recognized names in North America, Europe and Asia rely on MT Newswires to power their applications. Better news, better service, better price.","home_visible":1,"media_name":"MT Newswires Live","id":"1092851196","head_image":"https://community-static.tradeup.com/news/3002d84abbd5ace3c99397c7f95b8d4e"},"pubTimestamp":1760106913,"share":"https://www.laohu8.com/m/news/2574033172?lang=&edition=full","pubTime":"2025-10-10 22:35","market":"hk","language":"en","title":"Tesla's AI Valuation Starting to Get Unlocked, Wedbush Says","url":"https://stock-news.laohu8.com/highlight/detail?id=2574033172","media":"MT Newswires Live","summary":"Tesla's  artificial intelligence valuation is beginning to get unlocked, with China set to be a source of strength for the firm, Wedbush said in a note Thursday.\"The march to an AI driven valuation for TSLA over the next 6-9 months has now begun,\" the report said.Full Self-Driving technology and autonomous penetration of its installed base and the acceleration of the Cybercab project in the US will be the \"golden goose\" for Tesla, the note added.Tesla could reach a $2 trillion valuation early 2026 in a bull case scenario and $3 trillion by the end of 2026 as full scale volume production begins, it said.The report also said the China story is starting to improve \"markedly\" for Tesla, which should provide a tailwind into 2026.Wedbush kept its outperform rating and $600 price target.Price: 437.51, Change: +1.97, Percent Change: +0.45","content":"<html><body><p> <a href=\"https://laohu8.com/S/TSLA\">Tesla</a>'s (TSLA) artificial intelligence valuation is beginning to get unlocked, with China set to be a source of strength for the firm, Wedbush said in a note Thursday.</p><p>\"The march to an AI driven valuation for TSLA over the next 6-9 months has now begun,\" the report said.</p><p>Full Self-Driving technology and autonomous penetration of its installed base and the acceleration of the Cybercab project in the US will be the \"golden goose\" for Tesla, the note added.</p><p>Tesla could reach a $2 trillion valuation early 2026 in a bull case scenario and $3 trillion by the end of 2026 as full scale volume production begins, it said.</p><p>The report also said the China story is starting to improve \"markedly\" for Tesla, which should provide a tailwind into 2026.</p><p>Wedbush kept its outperform rating and $600 price target.</p><p>Price: 437.51, Change: +1.97, Percent Change: +0.45</p></body></html>","source":"mtnewswires_news","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>Tesla's AI Valuation Starting to Get Unlocked, Wedbush Says</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\">\nTesla's AI Valuation Starting to Get Unlocked, Wedbush Says\n</h2>\n\n<h4 class=\"meta\">\n\n\n<a class=\"head\" href=\"https://laohu8.com/wemedia/1092851196\">\n\n\n<div class=\"h-thumb\" style=\"background-image:url(https://community-static.tradeup.com/news/3002d84abbd5ace3c99397c7f95b8d4e);background-size:cover;\"></div>\n\n<div class=\"h-content\">\n<p class=\"h-name\">MT Newswires Live </p>\n<p class=\"h-time\">2025-10-10 22:35</p>\n</div>\n\n</a>\n\n\n</h4>\n\n</header>\n<article>\n<html><body><p> <a href=\"https://laohu8.com/S/TSLA\">Tesla</a>'s (TSLA) artificial intelligence valuation is beginning to get unlocked, with China set to be a source of strength for the firm, Wedbush said in a note Thursday.</p><p>\"The march to an AI driven valuation for TSLA over the next 6-9 months has now begun,\" the report said.</p><p>Full Self-Driving technology and autonomous penetration of its installed base and the acceleration of the Cybercab project in the US will be the \"golden goose\" for Tesla, the note added.</p><p>Tesla could reach a $2 trillion valuation early 2026 in a bull case scenario and $3 trillion by the end of 2026 as full scale volume production begins, it said.</p><p>The report also said the China story is starting to improve \"markedly\" for Tesla, which should provide a tailwind into 2026.</p><p>Wedbush kept its outperform rating and $600 price target.</p><p>Price: 437.51, Change: +1.97, Percent Change: +0.45</p></body></html>\n\n</article>\n</div>\n</body>\n</html>\n","type":0,"thumbnail":"","relate_stocks":{"LU1232071149.USD":"AZ FUND 1 GLOBAL GROWTH SELECTOR \"AAZ\" (USDHDG) ACC","LU2023250330.USD":"ALLIANZ INCOME AND GROWTH \"AMG\" (USD) INC","TSLA":"特斯拉","LU0820561909.HKD":"ALLIANZ INCOME AND GROWTH \"AM\" (HKD) INC","IE00BJLML261.HKD":"HSBC GLOBAL EQUITY INDEX \"HCH\" (HKD) ACC","LU1861558580.USD":"日兴方舟颠覆性创新基金B","LU0323591593.USD":"SCHRODER ISF QEP GLOBAL QUALITY \"A\" (USD) ACC","LU2249611893.SGD":"BNP PARIBAS ENERGY TRANSITION \"CRH\" (SGD) ACC","LU1861215975.USD":"贝莱德新一代科技基金 A2","LU1674673428.USD":"HSBC GIF GLOBAL LOWER CARBON EQUITY \"AC\" (USD) ACC","SG9999015986.USD":"LIONGLOBAL DISRUPTIVE INNOVATION \"I\" (USD) ACC","LU0234570918.USD":"高盛全球核心股票组合Acc Close","BK4581":"高盛持仓","LU1720051017.SGD":"Allianz Global Artificial Intelligence AT Acc H2-SGD","LU0198837287.USD":"UBS (LUX) EQUITY SICAV - USA GROWTH \"P\" (USD) ACC","TSLL":"2倍做多TSLA 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A"},"source_url":"https://www.mtnewswires.com/","is_english":true,"share_image_url":"https://static.laohu8.com/e9f99090a1c2ed51c021029395664489","article_id":"2574033172","content_text":"Tesla's (TSLA) artificial intelligence valuation is beginning to get unlocked, with China set to be a source of strength for the firm, Wedbush said in a note Thursday.\"The march to an AI driven valuation for TSLA over the next 6-9 months has now begun,\" the report said.Full Self-Driving technology and autonomous penetration of its installed base and the acceleration of the Cybercab project in the US will be the \"golden goose\" for Tesla, the note added.Tesla could reach a $2 trillion valuation early 2026 in a bull case scenario and $3 trillion by the end of 2026 as full scale volume production begins, it said.The report also said the China story is starting to improve \"markedly\" for Tesla, which should provide a tailwind into 2026.Wedbush kept its outperform rating and $600 price target.Price: 437.51, Change: +1.97, Percent Change: +0.45","news_type":1,"symbols_score_info":{"TSLA":1.5,"TSLL":1.5,"TSYW.SI":0.6}},"isVote":1,"tweetType":1,"viewCount":641,"authorTweetTopStatus":1,"verified":2,"comments":[{"author":{"id":"4093596070918460","authorId":"4093596070918460","name":"闲人马斯克","avatar":"https://static.tigerbbs.com/8de4bb6ae7ead34f761208585a438824","crmLevel":13,"crmLevelSwitch":1,"authorIdStr":"4093596070918460","idStr":"4093596070918460"},"content":"看到那垃圾就烦，不想呆在老虎的原因之一","text":"看到那垃圾就烦，不想呆在老虎的原因之一","html":"看到那垃圾就烦，不想呆在老虎的原因之一"}],"imageCount":0,"langContent":"CN","totalScore":0},{"id":506824937546824,"gmtCreate":1764767241793,"gmtModify":1764767244268,"author":{"id":"3563357612600728","authorId":"3563357612600728","name":"Johnsonk","avatar":"https://static.tigerbbs.com/8d6ab73351a61f0c3e887a3cffcf2aa2","crmLevel":1,"crmLevelSwitch":0,"followedFlag":false,"authorIdStr":"3563357612600728","idStr":"3563357612600728"},"themes":[],"htmlText":"只能穿越一天么？能不能穿越到明年8月","listText":"只能穿越一天么？能不能穿越到明年8月","text":"只能穿越一天么？能不能穿越到明年8月","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":2,"commentSize":0,"repostSize":0,"link":"https://laohu8.com/post/506824937546824","isVote":1,"tweetType":1,"viewCount":195,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"CN","totalScore":0},{"id":276695901347992,"gmtCreate":1708581204884,"gmtModify":1708581275160,"author":{"id":"3563357612600728","authorId":"3563357612600728","name":"Johnsonk","avatar":"https://static.tigerbbs.com/8d6ab73351a61f0c3e887a3cffcf2aa2","crmLevel":1,"crmLevelSwitch":0,"followedFlag":false,"authorIdStr":"3563357612600728","idStr":"3563357612600728"},"themes":[],"htmlText":"当然是觉醒种族主义","listText":"当然是觉醒种族主义","text":"当然是觉醒种族主义","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":0,"commentSize":1,"repostSize":0,"link":"https://laohu8.com/post/276695901347992","repostId":"2413253686","repostType":2,"repost":{"id":"2413253686","kind":"news","pubTimestamp":1708578120,"share":"https://www.laohu8.com/m/news/2413253686?lang=&edition=full","pubTime":"2024-02-22 13:02","market":"us","language":"zh","title":"马斯克发图：OpenAI和xAI，你想让AI走哪条路？","url":"https://stock-news.laohu8.com/highlight/detail?id=2413253686","media":"环球市场播报","summary":"他的人工智能初创公司xAI将在两周内发布Grok聊天机器人的V1.5版本。","content":"<html><head></head><body><p>当地时间周三晚间，<a href=\"https://laohu8.com/S/TSLA\">特斯拉</a>CEO埃隆·马斯克在X上发帖称，他的人工智能初创公司xAI将在两周内发布Grok聊天机器人的V1.5版本。</p><p>马斯克写道：“也许现在已经清楚了，为什么xAI的Grok如此重要。现在它还远远不够完美，但会迅速改进。V1.5将在2周内发布。不顾批评，严格追求真理，从未像现在这样重要。”</p><p class=\"t-img-caption\"><img src=\"https://static.tigerbbs.com/8e655884d31307887a8e81bdd43ba676\" tg-width=\"550\" tg-height=\"207\"/></p><p>马斯克随后发布了一张图片，上面是一位少年站在一个岔路口，一条道路通向万丈深渊和无边黑暗，这是OpenAI和<a href=\"https://laohu8.com/S/GOOG\">谷歌</a>Gemini所代表的“觉醒种族主义”道路，另一条道路通向光明的未来，这是xAI代表的“追求最大真理”之路。</p><p class=\"t-img-caption\"><img src=\"https://static.tigerbbs.com/3319b41203388fc8b41523e30aba0a23\" tg-width=\"550\" tg-height=\"569\"/></p><p>马斯克写道：“你想让AI走哪条路？”</p></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>马斯克发图：OpenAI和xAI，你想让AI走哪条路？</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\">\n马斯克发图：OpenAI和xAI，你想让AI走哪条路？\n</h2>\n\n<h4 class=\"meta\">\n\n\n2024-02-22 13:02 北京时间&nbsp;&nbsp;&nbsp;<a href=https://finance.sina.com.cn/stock/usstock/c/2024-02-22/doc-inaiwsyk2187351.shtml><strong>环球市场播报</strong></a>\n\n\n</h4>\n\n</header>\n<article>\n<div>\n<p>当地时间周三晚间，特斯拉CEO埃隆·马斯克在X上发帖称，他的人工智能初创公司xAI将在两周内发布Grok聊天机器人的V1.5版本。马斯克写道：“也许现在已经清楚了，为什么xAI的Grok如此重要。现在它还远远不够完美，但会迅速改进。V1.5将在2周内发布。不顾批评，严格追求真理，从未像现在这样重要。”马斯克随后发布了一张图片，上面是一位少年站在一个岔路口，一条道路通向万丈深渊和无边黑暗，这是...</p>\n\n<a href=\"https://finance.sina.com.cn/stock/usstock/c/2024-02-22/doc-inaiwsyk2187351.shtml\">Web Link</a>\n\n</div>\n\n\n</article>\n</div>\n</body>\n</html>\n","type":0,"thumbnail":"https://static.tigerbbs.com/c2a1616037e43e16e002c471dd2f16af","relate_stocks":{"MSFT":"微软","TSLA":"特斯拉"},"source_url":"https://finance.sina.com.cn/stock/usstock/c/2024-02-22/doc-inaiwsyk2187351.shtml","is_english":false,"share_image_url":"https://static.laohu8.com/b0d1b7e8843deea78cc308b15114de44","article_id":"2413253686","content_text":"当地时间周三晚间，特斯拉CEO埃隆·马斯克在X上发帖称，他的人工智能初创公司xAI将在两周内发布Grok聊天机器人的V1.5版本。马斯克写道：“也许现在已经清楚了，为什么xAI的Grok如此重要。现在它还远远不够完美，但会迅速改进。V1.5将在2周内发布。不顾批评，严格追求真理，从未像现在这样重要。”马斯克随后发布了一张图片，上面是一位少年站在一个岔路口，一条道路通向万丈深渊和无边黑暗，这是OpenAI和谷歌Gemini所代表的“觉醒种族主义”道路，另一条道路通向光明的未来，这是xAI代表的“追求最大真理”之路。马斯克写道：“你想让AI走哪条路？”","news_type":1,"symbols_score_info":{"TSLA":1,"MSFT":1.1}},"isVote":1,"tweetType":1,"viewCount":2064,"authorTweetTopStatus":1,"verified":2,"comments":[{"author":{"id":"3494327166562785","authorId":"3494327166562785","name":"小朋油","avatar":"https://static.laohu8.com/default-avatar.jpg","crmLevel":1,"crmLevelSwitch":0,"authorIdStr":"3494327166562785","idStr":"3494327166562785"},"content":"你好哥，你感觉股价最近还会不会上去","text":"你好哥，你感觉股价最近还会不会上去","html":"你好哥，你感觉股价最近还会不会上去"}],"imageCount":0,"langContent":"CN","totalScore":0},{"id":139940995,"gmtCreate":1621586990617,"gmtModify":1621590962249,"author":{"id":"3563357612600728","authorId":"3563357612600728","name":"Johnsonk","avatar":"https://static.tigerbbs.com/8d6ab73351a61f0c3e887a3cffcf2aa2","crmLevel":1,"crmLevelSwitch":0,"followedFlag":false,"authorIdStr":"3563357612600728","idStr":"3563357612600728"},"themes":[],"htmlText":"<a 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20:31</p>\n</div>\n\n</a>\n\n\n</h4>\n\n</header>\n<article>\n<html><head></head><body><p>12月5日，<a href=\"https://laohu8.com/S/TSLA\">特斯拉</a>盘前一度跌超5%报184.83美元，有媒体援引知情人士在周一表示，特斯拉计划将其上海工厂12月的Model Y产量较11月削减逾20%。不过媒体无法立即确定这家电动汽车巨头12月份削减最新生产计划的具体原因。</p><p><img src=\"https://static.tigerbbs.com/a17e25fa34bbc34db2891f49f2798a6e\" tg-width=\"902\" tg-height=\"835\" referrerpolicy=\"no-referrer\"/></p></body></html>\n\n</article>\n</div>\n</body>\n</html>\n","type":0,"thumbnail":"https://static.tigerbbs.com/8350896f4f33c86bc28f200b67ab82b4","relate_stocks":{"LU0689472784.USD":"安联收益及增长基金Cl AM AT Acc","LU0943347566.SGD":"安联收益及增长平衡基金AM H2-SGD","LU0234572021.USD":"高盛美国核心股票组合Acc","TSLA":"特斯拉","BK4548":"巴美列捷福持仓","LU2063271972.USD":"富兰克林创新领域基金","BK4527":"明星科技股","BK4099":"汽车制造商","BK4574":"无人驾驶","LU0719512351.SGD":"JPMorgan Funds - US Technology A (acc) SGD","LU0348723411.USD":"ALLIANZ GLOBAL HI-TECH GROWTH \"A\" (USD) INC","LU1720051108.HKD":"ALLIANZ GLOBAL ARTIFICIAL INTELLIGENCE \"AT\" (HKD) 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02:36","market":"sh","language":"zh","title":"鲍威尔：未排除9月加息可能，今年不降息，美联储内部不再预测美国会陷入衰退","url":"https://stock-news.laohu8.com/highlight/detail?id=1117691111","media":"华尔街见闻","summary":"鲍威尔：如果数据有保障，美联储9月可能再次加息。鲍威尔称，今年不会降息，但多名FOMC成员希望明年多次降息。通胀和加息鲍威尔重申：美联储致力于实现双重使命，致力于让通胀回到2%。鲍威尔说，降低通胀可能意味着低于趋势的经济增长。鲍威尔称，名义工资增长已经显示出一些放松的迹象。房地产市场在谈到美国房地产市场时，鲍威尔说，住房部门有所复苏，但仍远低于2022年水平。","content":"<html><head></head><body><blockquote>鲍威尔说，美国的通胀已经在一定程度上得到缓解，不过将通胀回落到2%的过程还有很长的路要走。劳动力市场依然非常紧张。美联储工作人员不再预测美国经济会陷入衰退。他强调，当前政策已有限制性，利率水平应维持在限制性水平相当长时间，未来的利率会在逐次会议上做出决定，今年不会降息，多位官员支持明年多次降息。对于9月的会议，他认为需要看到更多数据后再做出决定，如果数据有支撑，9月可能再加息。利率调整和缩表是独立的，美联储可能在缩表的同时降息。</blockquote><p style=\"text-align: justify;\">7月26日周三，在美联储议息会议结束之后，美联储主席鲍威尔召开新闻发布会。</p><p style=\"text-align: justify;\">在发布会上，鲍威尔就美联储的政策路径、美国通胀、美国经济、劳动力市场等问题发表看法。</p><p><strong>通胀已有缓解但比预期更有韧性，但距离2%的目标还有很长的路要走</strong></p><p style=\"text-align: justify;\">关于美国的通胀，鲍威尔重申：</p><blockquote>美联储致力于实现双重使命，致力于让通胀回到2%。没有价格稳定就无法实现强劲的劳动力市场。</blockquote><p style=\"text-align: justify;\"><strong>鲍威尔说，美国的通胀已经在一定程度上得到了缓解，不过，将通胀回落到2%的过程还有很长的路要走。他承认，事实证明通胀比预期更有韧性。他认为，过去通胀一再高于预期，但这种情况可能会改变。</strong></p><p style=\"text-align: justify;\">鲍威尔说，高通胀率带来了重大困难，长期通胀预期仍然“根深蒂固”：</p><blockquote>美联储高度关注通胀给该机构双重使命带来的风险，FOMC能做的最好事情就是恢复价格稳定。</blockquote><p style=\"text-align: justify;\">鲍威尔认为，随着时间推移，未来美国经济增长更强劲，这可能会加剧通胀，或需政策回应。</p><p style=\"text-align: justify;\">此外，鲍威尔认为，俄罗斯退出黑海粮食协议预计不会对美国食品通胀产生重大影响。</p><p><strong>利率已达限制性水平，并将维持较长时间，年内不会降息</strong></p><p style=\"text-align: justify;\">关于本轮加息周期，鲍威尔称，美联储的货币政策正在发挥作用，符合预期。不过，加息的全部影响还没显现，需要时间才能实现全部效果。他强调，FOMC将考虑累积的政策紧缩效应和滞后性，但是对于滞后期的维持时间存在很多不确定性，也存在争议。他认为，当前的实际联邦基金利率已经处于有意义的正区间。</p><p style=\"text-align: justify;\"><strong>他表示，美联储预计到2025年左右才能看到通胀回到2%的政策目标水平，美联储可以在通胀达到2%之前停止加息。</strong></p><p style=\"text-align: justify;\">他表示，当前，完全有理由放慢加息速度，<strong>FOMC将对未来的加息进程依然采取依赖数据的做法，将继续逐次会议作出是否加息的决定</strong>：</p><blockquote>我们尚未就任何未来会议做出决定。更渐进的加息步伐并不意味着每隔一次会议加息一次。</blockquote><p style=\"text-align: justify;\"><strong>鲍威尔称，FOMC认为当前的货币政策是具有限制性的，需要将利率保持在较高的水平“一段时间”，需要继续抗通胀，这也需要坚持一段时间：</strong></p><blockquote><strong>政策已经具有限制性的，在今天之后更是如此。FOMC可以保持耐心和坚定。</strong></blockquote><p style=\"text-align: justify;\"><strong>他认为，随着货币立场越来越具有限制性，面临的风险也在增加，现在的问题在于如何权衡做得太多或太少的风险。鲍威尔称：</strong></p><blockquote><strong>如果我们看到通胀得到可靠缓解，就不需要采取紧缩措施。如果我们看到通胀稳定地下降，我们可以将利率降至中性水平，然后在某个时候降至中性水平以下。</strong></blockquote><p style=\"text-align: justify;\">鲍威尔表示，6月CPI的放缓令人鼓舞，但只是一个月份的数据，通胀报告比预期稍好。他认为，总体通胀率下降这么多是一件好事，这将增强公众对通胀下降的认知。但现在，核心通胀仍然相当高，希望看到核心通胀率下降。他再次强调，核心通胀是一个更好的指标，可以预示整体通胀的走势。</p><p style=\"text-align: justify;\">鲍威尔也表示：</p><blockquote>我们将谨慎行事，不过度解读单一通胀数据，将会关注此后的CPI数据是否会再次录得回落。</blockquote><p style=\"text-align: justify;\">鲍威尔特别强调，数据的整体性很重要，特别关注通胀进展。</p><p style=\"text-align: justify;\">鲍威尔表示：</p><blockquote><strong>如果数据有支撑，美联储9月可能再次加息。</strong>到9月FOMC会议还有8周时间，我们将一直关注到那时的所有数据。我们不希望提供前瞻性指导。</blockquote><p style=\"text-align: justify;\"><strong>关于缩表，鲍威尔说，利率调整和缩表是独立的，美联储可能在缩表的同时降息。</strong></p><p style=\"text-align: justify;\">鲍威尔说，在判断何时降息时，需要同时考虑通胀水平和通胀下降的速度：</p><blockquote><strong>对于未来会议，甚至明年的前景存在很多不确定性。我认为今年不会降息，降息与否将取决于我们对通胀回落至目标的信心程度。不过，部分FOMC委员预计明年将降息。</strong></blockquote><p style=\"text-align: justify;\">鲍威尔称，本次会议存在不同观点，市场将在会议纪要中看到这一点。</p><p><strong>美联储内部不再认为美国经济会陷入衰退，软着陆路径依然存在</strong></p><p style=\"text-align: justify;\">在谈到美国经济时，鲍威尔说，美国经济活动以温和的速度扩张，消费者支出增长较年初放缓。与6月份对美国经济“温和”的评价相比，美联储对经济活动的评价有所提高。</p><p style=\"text-align: justify;\">他强调：</p><blockquote>我们看到的经济疲软并非因为失业率上升，而是因为职位空缺和离职减少。</blockquote><p style=\"text-align: justify;\">分行业来看，鲍威尔认为，一些行业一直反映出紧缩的影响。此外，整体经济显示信贷条件正在收紧。</p><p style=\"text-align: justify;\">鲍威尔说，降低通胀可能意味着把经济增速压低至低于趋势的水平。</p><p style=\"text-align: justify;\">鲍威尔说，美国经济具备韧性是“一件好事”，但是，从边际上看，更强劲的经济增长可能导致更多的通胀。他认为，美国经济增长将在未来加强。</p><p style=\"text-align: justify;\"><strong>他表示，美联储工作人员不再预测美国经济会陷入衰退：</strong></p><blockquote><strong>我的基本假设是可以在失业率没有大幅增加的情况下实现2%的目标。</strong></blockquote><p style=\"text-align: justify;\">鲍威尔重申，实现一定程度的通胀下降而不引发失业激增，即实现“软着陆”是一种理想的结果，但在现实中，劳动市场的疲软仍然是可能的结果。他说：</p><blockquote>我不会用“乐观”这个词，但存在实现软着陆的路径。即使出现软着陆，劳动力状况仍会有所减弱。</blockquote><p style=\"text-align: justify;\">鲍威尔说，FOMC希望看到供应瓶颈缓解，希望看到适度或温和水平的经济增长。</p><p><strong>劳动力市场趋于平衡的趋势愈发明显，但仍需进一步放松</strong></p><p style=\"text-align: justify;\">在劳动力市场方面，鲍威尔认为，劳动力供需持续出现平衡的迹象越来越明显。他认为，美国劳动力市场仍然非常紧张，就业增长依然强劲，劳动力需求仍然明显超过供应，因此，劳动力市场条件需要进一步放松。</p><p style=\"text-align: justify;\">鲍威尔称，名义工资增长已经显示出一些放松的迹象，不过实际工资的增长是一件好事。这也意味着，市场一度十分担心的“工资-通胀螺旋”可能未必会出现。</p><p style=\"text-align: justify;\">鲍威尔称，美联储我们工资增长幅度与2%的目标通胀率相一致。他强调，美联储并非特别针对工资通胀。</p><p style=\"text-align: justify;\">鲍威尔说，FOMC正在寻找劳动市场广泛疲软的迹象，最新报告显示私营部门就业市场出现了放缓。</p><p><strong>较高的利率拖累房地产市场，银行业已经稳定</strong></p><p style=\"text-align: justify;\">在谈到美国房地产市场时，鲍威尔说，住房部门有所复苏，但仍远低于2022年水平。</p><p style=\"text-align: justify;\">他认为，恢复房地产市场的平衡还有很长的路走，现有住房供应非常紧张。不过，较高的利率已经拖慢了房地产市场的增长速度。</p><p style=\"text-align: justify;\">关于银行业动荡，鲍威尔称，很难梳理出银行业动荡对经济的影响，美联储正在谨慎监测银行业的情况，当前，美国银行业已经稳定下来。</p><p style=\"text-align: justify;\">在谈到银行业危机时，鲍威尔说，美国的银行现在正努力确保对使用贴现窗口做好准备，美联储也鼓励银行这样做。</p><p><strong>市场反应及评论</strong></p><p style=\"text-align: justify;\">鲍威尔召开新闻发布会期间，标准普尔500指数和纳斯达克综合指数回吐早前涨幅并转跌。其中，标普500指数下跌0.2%，纳斯达克综合指数下跌0.4%。道琼斯工业平均指数仍然保持上涨，但涨幅有限。</p><p style=\"text-align: justify;\">债券收益率下跌，其中两年期美国收益率对美联储即将采取的行动敏感，跌至4.84%。</p><p style=\"text-align: justify;\">有“新美联储通讯社”之称的华尔街日报记者在新闻发布会后发表的文章中称，美联储内部的分歧依然没有得到弥合：</p><blockquote>一些美联储官员表示，他们可能更愿意在9月份的会议上再次加息。但认为美联储加息影响尚未完全显现的官员更有可能倾向于等到11月或12月再决定是否适合进行下一次加息。</blockquote><p style=\"text-align: justify;\">对冲基金公司Citadel全球固定收益经济研究主管Angel Ubide认为，随着美联储进入本轮加息周期的收尾阶段，放慢加息步伐是有意义的：</p><blockquote>对于紧缩周期的最后一公里，随着时间的推移延长它是有意义的。美联储正在微调，他们也不知道确切的目的地在哪里。</blockquote><p style=\"text-align: justify;\"> 宏利投资管理公司全球首席经济学家Frances Donald认为，美联储开始降息的门槛很高，需要实际数据，这些数据可能会在年底实现，届时美联储可能有信心更好地控制通胀：</p><blockquote>我们现在认为美联储处于长期‘鹰派立场’。在我们的基本假设下，他们的下一步行动可能是降息，但要到2024年才能看到。 尽管如此，鲍威尔别无选择，只能继续警告市场可能会加息，以免鼓励市场过早消化降息并重新点燃通胀预期。</blockquote><p style=\"text-align: justify;\">资产管理公司Carson Wealth的分析师Sonu Varghese表示，鲍威尔保留了他的选择余地，但美联储不太可能再次加息。Varghese预计，9月会议前的通胀报告将显示物价走弱。他表示：</p><blockquote>美联储希望看到通胀下降，尤其是核心通胀，但他们不一定需要看到经济走弱。</blockquote></body></html>","source":"wallstreetcn_api","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>鲍威尔：未排除9月加息可能，今年不降息，美联储内部不再预测美国会陷入衰退</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鲍威尔：未排除9月加息可能，今年不降息，美联储内部不再预测美国会陷入衰退\n</h2>\n\n<h4 class=\"meta\">\n\n\n2023-07-27 02:36 北京时间&nbsp;&nbsp;&nbsp;<a href=https://wallstreetcn.com/articles/3694160><strong>华尔街见闻</strong></a>\n\n\n</h4>\n\n</header>\n<article>\n<div>\n<p>鲍威尔说，美国的通胀已经在一定程度上得到缓解，不过将通胀回落到2%的过程还有很长的路要走。劳动力市场依然非常紧张。美联储工作人员不再预测美国经济会陷入衰退。他强调，当前政策已有限制性，利率水平应维持在限制性水平相当长时间，未来的利率会在逐次会议上做出决定，今年不会降息，多位官员支持明年多次降息。对于9月的会议，他认为需要看到更多数据后再做出决定，如果数据有支撑，9月可能再加息。利率调整和缩表是独立...</p>\n\n<a href=\"https://wallstreetcn.com/articles/3694160\">Web Link</a>\n\n</div>\n\n\n</article>\n</div>\n</body>\n</html>\n","type":0,"thumbnail":"https://static.tigerbbs.com/251d111e0dc44a538f8fafbe2a786ec6","relate_stocks":{".IXIC":"NASDAQ Composite",".SPX":"S&P 500 Index",".DJI":"道琼斯"},"source_url":"https://wallstreetcn.com/articles/3694160","is_english":false,"share_image_url":"https://static.laohu8.com/e9f99090a1c2ed51c021029395664489","article_id":"1117691111","content_text":"鲍威尔说，美国的通胀已经在一定程度上得到缓解，不过将通胀回落到2%的过程还有很长的路要走。劳动力市场依然非常紧张。美联储工作人员不再预测美国经济会陷入衰退。他强调，当前政策已有限制性，利率水平应维持在限制性水平相当长时间，未来的利率会在逐次会议上做出决定，今年不会降息，多位官员支持明年多次降息。对于9月的会议，他认为需要看到更多数据后再做出决定，如果数据有支撑，9月可能再加息。利率调整和缩表是独立的，美联储可能在缩表的同时降息。7月26日周三，在美联储议息会议结束之后，美联储主席鲍威尔召开新闻发布会。在发布会上，鲍威尔就美联储的政策路径、美国通胀、美国经济、劳动力市场等问题发表看法。通胀已有缓解但比预期更有韧性，但距离2%的目标还有很长的路要走关于美国的通胀，鲍威尔重申：美联储致力于实现双重使命，致力于让通胀回到2%。没有价格稳定就无法实现强劲的劳动力市场。鲍威尔说，美国的通胀已经在一定程度上得到了缓解，不过，将通胀回落到2%的过程还有很长的路要走。他承认，事实证明通胀比预期更有韧性。他认为，过去通胀一再高于预期，但这种情况可能会改变。鲍威尔说，高通胀率带来了重大困难，长期通胀预期仍然“根深蒂固”：美联储高度关注通胀给该机构双重使命带来的风险，FOMC能做的最好事情就是恢复价格稳定。鲍威尔认为，随着时间推移，未来美国经济增长更强劲，这可能会加剧通胀，或需政策回应。此外，鲍威尔认为，俄罗斯退出黑海粮食协议预计不会对美国食品通胀产生重大影响。利率已达限制性水平，并将维持较长时间，年内不会降息关于本轮加息周期，鲍威尔称，美联储的货币政策正在发挥作用，符合预期。不过，加息的全部影响还没显现，需要时间才能实现全部效果。他强调，FOMC将考虑累积的政策紧缩效应和滞后性，但是对于滞后期的维持时间存在很多不确定性，也存在争议。他认为，当前的实际联邦基金利率已经处于有意义的正区间。他表示，美联储预计到2025年左右才能看到通胀回到2%的政策目标水平，美联储可以在通胀达到2%之前停止加息。他表示，当前，完全有理由放慢加息速度，FOMC将对未来的加息进程依然采取依赖数据的做法，将继续逐次会议作出是否加息的决定：我们尚未就任何未来会议做出决定。更渐进的加息步伐并不意味着每隔一次会议加息一次。鲍威尔称，FOMC认为当前的货币政策是具有限制性的，需要将利率保持在较高的水平“一段时间”，需要继续抗通胀，这也需要坚持一段时间：政策已经具有限制性的，在今天之后更是如此。FOMC可以保持耐心和坚定。他认为，随着货币立场越来越具有限制性，面临的风险也在增加，现在的问题在于如何权衡做得太多或太少的风险。鲍威尔称：如果我们看到通胀得到可靠缓解，就不需要采取紧缩措施。如果我们看到通胀稳定地下降，我们可以将利率降至中性水平，然后在某个时候降至中性水平以下。鲍威尔表示，6月CPI的放缓令人鼓舞，但只是一个月份的数据，通胀报告比预期稍好。他认为，总体通胀率下降这么多是一件好事，这将增强公众对通胀下降的认知。但现在，核心通胀仍然相当高，希望看到核心通胀率下降。他再次强调，核心通胀是一个更好的指标，可以预示整体通胀的走势。鲍威尔也表示：我们将谨慎行事，不过度解读单一通胀数据，将会关注此后的CPI数据是否会再次录得回落。鲍威尔特别强调，数据的整体性很重要，特别关注通胀进展。鲍威尔表示：如果数据有支撑，美联储9月可能再次加息。到9月FOMC会议还有8周时间，我们将一直关注到那时的所有数据。我们不希望提供前瞻性指导。关于缩表，鲍威尔说，利率调整和缩表是独立的，美联储可能在缩表的同时降息。鲍威尔说，在判断何时降息时，需要同时考虑通胀水平和通胀下降的速度：对于未来会议，甚至明年的前景存在很多不确定性。我认为今年不会降息，降息与否将取决于我们对通胀回落至目标的信心程度。不过，部分FOMC委员预计明年将降息。鲍威尔称，本次会议存在不同观点，市场将在会议纪要中看到这一点。美联储内部不再认为美国经济会陷入衰退，软着陆路径依然存在在谈到美国经济时，鲍威尔说，美国经济活动以温和的速度扩张，消费者支出增长较年初放缓。与6月份对美国经济“温和”的评价相比，美联储对经济活动的评价有所提高。他强调：我们看到的经济疲软并非因为失业率上升，而是因为职位空缺和离职减少。分行业来看，鲍威尔认为，一些行业一直反映出紧缩的影响。此外，整体经济显示信贷条件正在收紧。鲍威尔说，降低通胀可能意味着把经济增速压低至低于趋势的水平。鲍威尔说，美国经济具备韧性是“一件好事”，但是，从边际上看，更强劲的经济增长可能导致更多的通胀。他认为，美国经济增长将在未来加强。他表示，美联储工作人员不再预测美国经济会陷入衰退：我的基本假设是可以在失业率没有大幅增加的情况下实现2%的目标。鲍威尔重申，实现一定程度的通胀下降而不引发失业激增，即实现“软着陆”是一种理想的结果，但在现实中，劳动市场的疲软仍然是可能的结果。他说：我不会用“乐观”这个词，但存在实现软着陆的路径。即使出现软着陆，劳动力状况仍会有所减弱。鲍威尔说，FOMC希望看到供应瓶颈缓解，希望看到适度或温和水平的经济增长。劳动力市场趋于平衡的趋势愈发明显，但仍需进一步放松在劳动力市场方面，鲍威尔认为，劳动力供需持续出现平衡的迹象越来越明显。他认为，美国劳动力市场仍然非常紧张，就业增长依然强劲，劳动力需求仍然明显超过供应，因此，劳动力市场条件需要进一步放松。鲍威尔称，名义工资增长已经显示出一些放松的迹象，不过实际工资的增长是一件好事。这也意味着，市场一度十分担心的“工资-通胀螺旋”可能未必会出现。鲍威尔称，美联储我们工资增长幅度与2%的目标通胀率相一致。他强调，美联储并非特别针对工资通胀。鲍威尔说，FOMC正在寻找劳动市场广泛疲软的迹象，最新报告显示私营部门就业市场出现了放缓。较高的利率拖累房地产市场，银行业已经稳定在谈到美国房地产市场时，鲍威尔说，住房部门有所复苏，但仍远低于2022年水平。他认为，恢复房地产市场的平衡还有很长的路走，现有住房供应非常紧张。不过，较高的利率已经拖慢了房地产市场的增长速度。关于银行业动荡，鲍威尔称，很难梳理出银行业动荡对经济的影响，美联储正在谨慎监测银行业的情况，当前，美国银行业已经稳定下来。在谈到银行业危机时，鲍威尔说，美国的银行现在正努力确保对使用贴现窗口做好准备，美联储也鼓励银行这样做。市场反应及评论鲍威尔召开新闻发布会期间，标准普尔500指数和纳斯达克综合指数回吐早前涨幅并转跌。其中，标普500指数下跌0.2%，纳斯达克综合指数下跌0.4%。道琼斯工业平均指数仍然保持上涨，但涨幅有限。债券收益率下跌，其中两年期美国收益率对美联储即将采取的行动敏感，跌至4.84%。有“新美联储通讯社”之称的华尔街日报记者在新闻发布会后发表的文章中称，美联储内部的分歧依然没有得到弥合：一些美联储官员表示，他们可能更愿意在9月份的会议上再次加息。但认为美联储加息影响尚未完全显现的官员更有可能倾向于等到11月或12月再决定是否适合进行下一次加息。对冲基金公司Citadel全球固定收益经济研究主管Angel Ubide认为，随着美联储进入本轮加息周期的收尾阶段，放慢加息步伐是有意义的：对于紧缩周期的最后一公里，随着时间的推移延长它是有意义的。美联储正在微调，他们也不知道确切的目的地在哪里。 宏利投资管理公司全球首席经济学家Frances Donald认为，美联储开始降息的门槛很高，需要实际数据，这些数据可能会在年底实现，届时美联储可能有信心更好地控制通胀：我们现在认为美联储处于长期‘鹰派立场’。在我们的基本假设下，他们的下一步行动可能是降息，但要到2024年才能看到。 尽管如此，鲍威尔别无选择，只能继续警告市场可能会加息，以免鼓励市场过早消化降息并重新点燃通胀预期。资产管理公司Carson Wealth的分析师Sonu Varghese表示，鲍威尔保留了他的选择余地，但美联储不太可能再次加息。Varghese预计，9月会议前的通胀报告将显示物价走弱。他表示：美联储希望看到通胀下降，尤其是核心通胀，但他们不一定需要看到经济走弱。","news_type":1,"symbols_score_info":{".DJI":1.1,".IXIC":1.1,".SPX":1.1}},"isVote":1,"tweetType":1,"viewCount":2644,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"CN","totalScore":0},{"id":696712406,"gmtCreate":1640768958036,"gmtModify":1640770578260,"author":{"id":"3563357612600728","authorId":"3563357612600728","name":"Johnsonk","avatar":"https://static.tigerbbs.com/8d6ab73351a61f0c3e887a3cffcf2aa2","crmLevel":1,"crmLevelSwitch":0,"followedFlag":false,"authorIdStr":"3563357612600728","idStr":"3563357612600728"},"themes":[],"htmlText":"<a 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href=\"https://laohu8.com/S/TSLA\">$特斯拉(TSLA)$</a>跟着聪明的钱——B.Dog","text":"$特斯拉(TSLA)$跟着聪明的钱——B.Dog","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":7,"commentSize":7,"repostSize":0,"link":"https://laohu8.com/post/696712406","isVote":1,"tweetType":1,"viewCount":4249,"authorTweetTopStatus":1,"verified":2,"comments":[{"author":{"id":"275819275022896","authorId":"275819275022896","name":"约翰","avatar":"https://static.tigerbbs.com/ad1bbc78ee49142cbe14dec72f0436a6","crmLevel":1,"crmLevelSwitch":0,"authorIdStr":"275819275022896","idStr":"275819275022896"},"content":"你能够在特斯拉上面坚持这么久真不容易，我从2018年到现在，一开始2019年10月份之前也是亏得一塌糊涂，2020年下半年到其他股票上打酱油也是损失了很多。","text":"你能够在特斯拉上面坚持这么久真不容易，我从2018年到现在，一开始2019年10月份之前也是亏得一塌糊涂，2020年下半年到其他股票上打酱油也是损失了很多。","html":"你能够在特斯拉上面坚持这么久真不容易，我从2018年到现在，一开始2019年10月份之前也是亏得一塌糊涂，2020年下半年到其他股票上打酱油也是损失了很多。"},{"author":{"id":"3525814947090770","authorId":"3525814947090770","name":"RichRabbit","avatar":"https://static.tigerbbs.com/8c5c05230b0c8b4df3ed14962846ad37","crmLevel":1,"crmLevelSwitch":0,"authorIdStr":"3525814947090770","idStr":"3525814947090770"},"content":"dont see him anymore，wonder why","text":"dont see him anymore，wonder why","html":"dont see him anymore，wonder why"}],"imageCount":0,"langContent":"CN","totalScore":0},{"id":699375575,"gmtCreate":1639753068198,"gmtModify":1639753068198,"author":{"id":"3563357612600728","authorId":"3563357612600728","name":"Johnsonk","avatar":"https://static.tigerbbs.com/8d6ab73351a61f0c3e887a3cffcf2aa2","crmLevel":1,"crmLevelSwitch":0,"followedFlag":false,"authorIdStr":"3563357612600728","idStr":"3563357612600728"},"themes":[],"htmlText":"<a href=\"https://laohu8.com/S/TSLA\">$特斯拉(TSLA)$</a>你们以为透露的消息是在和你们开玩笑么？？","listText":"<a href=\"https://laohu8.com/S/TSLA\">$特斯拉(TSLA)$</a>你们以为透露的消息是在和你们开玩笑么？？","text":"$特斯拉(TSLA)$你们以为透露的消息是在和你们开玩笑么？？","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":7,"commentSize":7,"repostSize":0,"link":"https://laohu8.com/post/699375575","isVote":1,"tweetType":1,"viewCount":5442,"authorTweetTopStatus":1,"verified":2,"comments":[{"author":{"id":"203105757513414","authorId":"203105757513414","name":"没头脑啊","avatar":"https://static.tigerbbs.com/0db9b5345a2a7691479d421fdcbd7505","crmLevel":3,"crmLevelSwitch":1,"authorIdStr":"203105757513414","idStr":"203105757513414"},"content":"什么消息？","text":"什么消息？","html":"什么消息？"}],"imageCount":0,"langContent":"CN","totalScore":0},{"id":506978006077608,"gmtCreate":1764749954562,"gmtModify":1764749956976,"author":{"id":"3563357612600728","authorId":"3563357612600728","name":"Johnsonk","avatar":"https://static.tigerbbs.com/8d6ab73351a61f0c3e887a3cffcf2aa2","crmLevel":1,"crmLevelSwitch":0,"followedFlag":false,"authorIdStr":"3563357612600728","idStr":"3563357612600728"},"themes":[],"title":"","htmlText":"实在太完美，没有东西可以喷了，只能喷下限速","listText":"实在太完美，没有东西可以喷了，只能喷下限速","text":"实在太完美，没有东西可以喷了，只能喷下限速","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":1,"commentSize":0,"repostSize":0,"link":"https://laohu8.com/post/506978006077608","repostId":"2588013442","repostType":2,"repost":{"id":"2588013442","kind":"news","pubTimestamp":1764746640,"share":"https://www.laohu8.com/m/news/2588013442?lang=&edition=full","pubTime":"2025-12-03 15:24","market":"us","language":"zh","title":"特斯拉FSD v14.2.1速遭用户吐槽：档位落差大、限速僵化","url":"https://stock-news.laohu8.com/highlight/detail?id=2588013442","media":"环球网","summary":"12月1日消息，据teslarati报道称， 特斯拉最新推送的完全自动驾驶 Beta v14.2.1版本在提升系统整体稳定性的同时，其对速度配置文件的调整引发了部分用户的关注与讨论。此外，用户指出“Hurry”与“Mad Max”两种相邻模式之间的速度落差过大，导致切换时出现明显的减速顿挫感。","content":"<html><body><article><p>12月1日消息，据teslarati报道称， <a href=\"https://laohu8.com/S/TSLA\">特斯拉</a>最新推送的完全自动驾驶（Full Self-Driving, FSD）Beta v14.2.1版本在提升系统整体稳定性的同时，其对速度配置文件的调整引发了部分用户的关注与讨论。多位早期体验者指出，新版中各驾驶模式之间的速度设定存在明显断层，且固定化的限速偏移策略削弱了系统对实际交通流的适应能力。</p><img src=\"https://fid-75186.picgzc.qpic.cn/20251203152635498d201350zv150wca\"/><p>根据用户实测反馈，最新版本为不同速度模式设定了严格的上限阈值。例如，“快速”（Fast）模式下车辆最高仅允许以限速+10英里/小时行驶——在限速55英里/小时的路段，系统将严格限制车速不超过65英里/小时；而“标准”（Standard）模式则通常维持在限速+4至+5英里/小时之间。这种预设式速度曲线被批评为“缺乏动态响应”，未能充分参考周围车流的实际速度。</p><p>一位长期使用FSD Beta的用户表示：“车辆的行驶速度不应仅由限速决定，而应更多地反映道路实时状况。如果大多数车辆以75英里/小时行驶于限速65英里/小时的高速公路上，FSD理应能灵活匹配主流车速，而非机械地卡在69或70英里/小时。”</p><p>此外，用户指出“Hurry”与“Mad Max”两种相邻模式之间的速度落差过大，导致切换时出现明显的减速顿挫感。在限速55英里/小时但实际车流达80英里/小时的路段，“Mad Max”模式能较好融入高速车流，而一旦切换至“Hurry”模式，车速会骤降至65英里/小时左右，造成乘坐不适和超车效率下降。（<a href=\"https://laohu8.com/S/688316\">青云</a>）</p></article></body></html>","source":"tencent","collect":0,"html":"<!DOCTYPE html>\n<html>\n<head>\n<meta http-equiv=\"Content-Type\" content=\"text/html; charset=utf-8\" />\n<meta name=\"viewport\" content=\"width=device-width,initial-scale=1.0,minimum-scale=1.0,maximum-scale=1.0,user-scalable=no\"/>\n<meta name=\"format-detection\" content=\"telephone=no,email=no,address=no\" />\n<title>特斯拉FSD v14.2.1速遭用户吐槽：档位落差大、限速僵化</title>\n<style 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