Johnsonk的个人主页 - 老虎社区

Johnsonk

Johnsonk

暂无个人介绍

IP属地：上海

97关注

94粉丝

0主题

0勋章

2023-08-21

新款M3并未使用一体压铸技术

特斯拉新款Model 3曝光 20万元左右

2025-10-11

不男不女的又开始嘤嘤乱吠

Tesla's AI Valuation Starting to Get Unlocked, Wedbush Says<blockquote>韦德布什表示，特斯拉的人工智能估值开始解锁</blockquote>

2024-02-22

当然是觉醒种族主义

马斯克发图：OpenAI和xAI，你想让AI走哪条路？

2021-05-21

$特斯拉(TSLA)$近期知道的消息上个礼拜我都说了，最近没有新内幕邮件了，一旦有邮件了，我会来告诉大家的，谢谢

2021-11-04

$特斯拉(TSLA)$涨那么多，不考虑做空一下么？各位空友

2021-11-08

$特斯拉(TSLA)$你要卖就卖，这是你的自由，但是你嚷嚷个啥劲

2022-12-05

确实减产

特斯拉盘前跌超5%，传上海工厂12月Model Y将减产超20%

2025-10-29

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

2021-12-23

$特斯拉(TSLA)$跟随聪明的钱，B.Dog

去老虎APP查看更多动态

{"i18n":{"language":"zh_CN"},"userPageInfo":{"id":"3563357612600728","uuid":"3563357612600728","gmtCreate":1600263589601,"gmtModify":1631329669333,"name":"Johnsonk","pinyin":"johnsonk","introduction":"","introductionEn":null,"signature":"","avatar":"https://static.tigerbbs.com/8d6ab73351a61f0c3e887a3cffcf2aa2","hat":null,"hatId":null,"hatName":null,"vip":1,"status":2,"fanSize":94,"headSize":97,"tweetSize":318,"questionSize":0,"limitLevel":999,"accountStatus":2,"level":{"id":3,"name":"书生虎","nameTw":"書生虎","represent":"努力向上","factor":"发布10条非转发主帖,其中5条获得他人回复或点赞","iconColor":"3C9E83","bgColor":"A2F1D9"},"themeCounts":0,"badgeCounts":0,"badges":[],"moderator":false,"superModerator":false,"manageSymbols":null,"badgeLevel":null,"boolIsFan":false,"boolIsHead":false,"favoriteSize":0,"symbols":null,"coverImage":null,"realNameVerified":null,"userBadges":[{"badgeId":"e50ce593bb40487ebfb542ca54f6a561-3","templateUuid":"e50ce593bb40487ebfb542ca54f6a561","name":"偶像虎友","description":"加入老虎社区1500天","bigImgUrl":"https://static.tigerbbs.com/8b40ae7da5bf081a1c84df14bf9e6367","smallImgUrl":"https://static.tigerbbs.com/f160eceddd7c284a8e1136557615cfad","grayImgUrl":"https://static.tigerbbs.com/11792805c468334a9b31c39f95a41c6a","redirectLinkEnabled":0,"redirectLink":null,"hasAllocated":1,"isWearing":0,"stamp":null,"stampPosition":0,"hasStamp":0,"allocationCount":1,"allocatedDate":"2024.10.26","exceedPercentage":null,"individualDisplayEnabled":0,"backgroundColor":null,"fontColor":null,"individualDisplaySort":0,"categoryType":1001}],"userBadgeCount":1,"currentWearingBadge":null,"individualDisplayBadges":null,"crmLevel":1,"crmLevelSwitch":0,"location":"上海","starInvestorFollowerNum":0,"starInvestorFlag":false,"starInvestorOrderShareNum":0,"subscribeStarInvestorNum":3,"ror":null,"winRationPercentage":null,"showRor":false,"investmentPhilosophy":null,"starInvestorSubscribeFlag":false},"baikeInfo":{},"tab":"hot","tweets":[{"id":537005272646040,"gmtCreate":1772125775069,"gmtModify":1772125777386,"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":"你非要自己骗自己，那也没有办法","listText":"你非要自己骗自己，那也没有办法","text":"你非要自己骗自己，那也没有办法","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":3,"commentSize":2,"repostSize":0,"link":"https://laohu8.com/post/537005272646040","repostId":"2614202967","repostType":2,"repost":{"id":"2614202967","kind":"news","pubTimestamp":1772121691,"share":"https://www.laohu8.com/m/news/2614202967?lang=zh_CN&edition=full","pubTime":"2026-02-27 00:01","market":"us","language":"zh","title":"10城 VS 1城，3000辆 VS44辆！Waymo狂奔，特斯拉自动驾驶梦碎？","url":"https://stock-news.laohu8.com/highlight/detail?id=2614202967","media":"汽车产业前线观察","summary":"约 3000 辆Waymo 当前运营车辆仅 44 辆特斯拉奥斯汀运营车辆据“无人驾驶出租车追踪网”数据，目前奥斯汀仅有44辆特斯拉无人车在跑。Waymo的车辆早已实现多年无安全员运营，而特斯拉近期虽着手取消安全监督员，但推进十分迟缓。目前，监管机构正在调查Waymo车辆在校车周边的行驶表现，以及一起低速撞伤儿童的事故。显然，目前的天平，正重重地倾向Waymo一端。","content":"<html><body><article><img src=\"https://fid-75186.picgzc.qpic.cn/20260227001215979v163wae8fbji02i\"/><p>就在本周二，当Waymo宣布在达拉斯、休斯顿等四座<a href=\"https://laohu8.com/S/300778\">新城市</a>开放服务时，另一个名字却显得格格不入——<a href=\"https://laohu8.com/S/TSLA\">特斯拉</a>。一边是10座城市的真实运营网络，另一边是埃隆·马斯克口中那个“迟迟未到”的未来。</p><p><strong>01. 扩张：从“试点”到“常态”的加速</strong></p><p>Waymo的扩张速度正在刷新行业的认知。自2009年起步以来，这家隶属于字母表公司的企业，终于在2025年底迎来了爆发。</p><p>数据显示，去年年初，Waymo在旧金山、洛杉矶和菲尼克斯的周订单量仅为20万单；而到了2025年底，这一数字在六座城市中已飙升至40万单。更令人震惊的是其目标：今年年底前，周订单量突破100万单，并将业务拓展至全球至少20座城市。</p><p>本周的扩张公告中，达拉斯、休斯顿、圣安东尼奥和奥兰多正式加入Waymo版图。值得注意的是，这次官宣中只字未提<a href=\"https://laohu8.com/S/UBER\">优步</a>（Uber）。此前，Waymo部分车辆需通过优步平台呼叫，但如今看来，Waymo似乎已底气十足地认为：<strong>自己完全有能力独立实现规模化，无需他人搀扶。</strong></p><p><strong>02. 对比：马斯克的“预期”与现实的“骨感”</strong></p><p>将目光转向特斯拉，画面则截然不同。去年夏天，特斯拉的无人驾驶出租车服务终于在奥斯汀上线，但随后的规模化进程却缓慢得令人咋舌。</p><p><strong>约 3000 辆</strong>Waymo 当前运营车辆</p><p><strong>仅 44 辆</strong>特斯拉奥斯汀运营车辆</p><p>据“无人驾驶出租车追踪网”数据，目前奥斯汀仅有44辆特斯拉无人车在跑。回想去年10月，马斯克曾信誓旦旦地预测：到2025年底，特斯拉将在奥斯汀部署500辆无人车，甚至覆盖美国半数人口。然而现实是，该公司仍仅在奥斯汀运营着寥寥无几的Model Y，且多次未能兑现类似承诺。</p><p>更关键的差距在于“去安全员”的进度。Waymo的车辆早已实现多年无安全员运营，而特斯拉近期虽着手取消安全监督员，但推进十分迟缓。在自动驾驶领域，“有安全员”和“无安全员”之间，隔着整个商业模式的鸿沟。</p><p><strong>03. 隐忧：规模化的挑战从未停止</strong></p><p>当然，Waymo的狂飙并非没有隐忧。雄心勃勃的全球扩张计划绝非一蹴而就。面对各地五花八门的法规，以及在新市场搭建车队管理、充电体系的重任，Waymo仍需如履薄冰。</p><p>此外，安全问题始终是悬在头顶的达摩克利斯之剑。目前，监管机构正在调查Waymo车辆在校车周边的行驶表现，以及一起低速撞伤儿童的事故。在新市场投放几辆车是一回事，将规模扩大到数千辆并确保绝对安全，则是另一番挑战。</p><p>“特斯拉支持者常辩称，凭借庞大的保有量和纯视觉方案，其规模化能力将超越Waymo。或许未来某天他们会被证明是对的，但从当下的时间轴来看，实际发展趋势却截然相反。”</p><p><strong>结语：实干与口号的终极较量</strong></p><p>自动驾驶的下半场，不再是比谁的发布会更炫酷，而是比谁的车队跑得更多、更稳、更安全。</p><p>Waymo用10座城市的实地运营证明了“渐进式路线”的可行性，而特斯拉则仍在为兑现马斯克的宏大预言而挣扎。在这场“现实”与“幻想”的博弈中，时间和里程数是最公正的裁判。</p><p>对于普通用户而言，谁能真正提供安全、便捷的无人出行服务，谁就是赢家。显然，目前的天平，正重重地倾向Waymo一端。</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>10城 VS 1城，3000辆 VS44辆！Waymo狂奔，特斯拉自动驾驶梦碎？</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\">\n10城 VS 1城，3000辆 VS44辆！Waymo狂奔，特斯拉自动驾驶梦碎？\n</h2>\n\n<h4 class=\"meta\">\n\n\n2026-02-27 00:01 北京时间&nbsp;&nbsp;&nbsp;<a href=http://gu.qq.com/resources/shy/news/detail-v2/index.html#/?id=nesSN20260227001218954224aa&s=b><strong>汽车产业前线观察</strong></a>\n\n\n</h4>\n\n</header>\n<article>\n<div>\n<p>就在本周二，当Waymo宣布在达拉斯、休斯顿等四座新城市开放服务时，另一个名字却显得格格不入——特斯拉。一边是10座城市的真实运营网络，另一边是埃隆·马斯克口中那个“迟迟未到”的未来。01. 扩张：从“试点”到“常态”的加速Waymo的扩张速度正在刷新行业的认知。自2009年起步以来，这家隶属于字母表公司的企业，终于在2025年底迎来了爆发。数据显示，去年年初，Waymo在旧金山、洛杉矶和菲尼克斯...</p>\n\n<a href=\"http://gu.qq.com/resources/shy/news/detail-v2/index.html#/?id=nesSN20260227001218954224aa&s=b\">网页链接</a>\n\n</div>\n\n\n</article>\n</div>\n</body>\n</html>\n","type":0,"thumbnail":"","relate_stocks":{"TSLW":"TSLA周配息ETF-Roundhill","LU0823411888.USD":"法巴消费创新基金 Cap","LU1066051811.HKD":"HSBC GIF GLOBAL EQUITY VOLATILITY FOCUSED \"AM2\" (HKD) INC","IE00BK4W5L77.USD":"HSBC GLOBAL FUNDS ICAV US EQUITY INDEX \"HC\" (USD) ACC","IE00BK4W5M84.HKD":"HSBC GLOBAL FUNDS ICAV US EQUITY INDEX \"HC\" (HKD) ACC","LU2462157665.USD":"ALLIANZ GLOBAL INCOME \"A\" (USD) INC","TSLQ":"2倍做空TSLA ETF-Tradr","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 EQUITY \"A\" (USD) ACC","LU1852331112.SGD":"Blackrock World Technology Fund A2 SGD-H","LU2417539215.USD":"ALLIANZ GLOBAL INCOME \"AMF\" (USD) INC","TSLP":"TSLA收益溢价策略ETF-Kurv","BK4516":"特朗普概念","TSYY":"收益增强TSLA ETF-GraniteShares","LU2063271972.USD":"富兰克林创新领域基金","LU2108987350.USD":"UBS (LUX) EQUITY SICAV GLOBAL OPPORTUNITY SUSTAINABLE (USD) \"P\" (USD) ACC","07766":"南方两倍做多特斯拉","TEST":"YieldMax TSLA Performance & Distribution Target 25 ETF","LU2213496289.HKD":"ALLIANZ INCOME AND GROWTH \"AT\" (HKD) ACC","TESL":"Simplify Volt TSLA Revolution ETF","LU1066051498.USD":"HSBC GIF GLOBAL EQUITY VOLATILITY FOCUSED \"AM2\" (USD) INC","LU2290526834.HKD":"BGF NEXT GENERATION TECHNOLOGY \"A2\" (HKDHDG) ACC","LU1066053197.SGD":"HSBC GIF GLOBAL EQUITY VOLATILITY FOCUSED \"AM3\" (SGDHDG) INC","LU0323591593.USD":"SCHRODER ISF QEP GLOBAL QUALITY \"A\" (USD) ACC","BK4598":"佩洛西持仓","LU0198837287.USD":"UBS (LUX) EQUITY SICAV - USA GROWTH \"P\" (USD) ACC","LU0109391861.USD":"富兰克林美国机遇基金A Acc","LU2357305700.SGD":"Allianz Global Artificial Intelligence ET H2-SGD","LU1267930730.SGD":"富兰克林美国机遇基金AS Acc SGD (CPF)","LU0689472784.USD":"安联收益及增长基金Cl AM AT Acc","TSLI":"2倍做多TSLA ETF-ProShares","LU1366192091.USD":"ALLIANZ US EQUITY PLUS \"AM\" (USD) INC","IE00B19Z8W00.USD":"FTGF CLEARBRIDGE US LARGE CAP GROWTH \"A\" INC","CRSH":"做空TSLA 期权收益策略ETF-YieldMax","IE0034235303.USD":"PINEBRIDGE US RESEARCH ENHANCED CORE EQUITY \"A\" (USD) ACC","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","LU0466842654.USD":"HSBC ISLAMIC GLOBAL EQUITY INDEX \"A\" (USD) ACC","IE00B1XK9C88.USD":"PINEBRIDGE US LARGE CAP RESEARCH ENHANCED \"A\" (USD) ACC","BK4543":"AI","LU2403377893.USD":"ALLIANZ SELECT INCOME AND GROWTH \"AM\" (USD) INC","IE00B1BXHZ80.USD":"Legg Mason ClearBridge - US Appreciation A Acc USD","LU2250418816.HKD":"BGF WORLD TECHNOLOGY \"A\" (HKD) ACC","LU1548497426.USD":"安联环球人工智能AT Acc","LU2602419157.SGD":"HSBC ISLAMIC GLOBAL EQUITY INDEX \"AC\" (SGD) ACC","LU2360107168.USD":"BGF NEXT GENERATION TECHNOLOGY \"A4\" (USD) INC","BK4574":"无人驾驶","LU0719512351.SGD":"JPMorgan Funds - US Technology A (acc) SGD","LU1145028129.USD":"ALLIANZ INCOME AND GROWTH \"AQ\" (USD) INC","LU1232071149.USD":"AZ FUND 1 GLOBAL GROWTH SELECTOR \"AAZ\" (USDHDG) ACC","LU2236285917.USD":"ALLIANZ GLOBAL INCOME \"AMG\" (USD) INC","LU0320765059.SGD":"FTIF - Franklin US Opportunities A Acc SGD","IE00BJLML261.HKD":"HSBC GLOBAL EQUITY INDEX \"HCH\" (HKD) ACC","LU1674673691.USD":"HSBC GIF GLOBAL LOWER CARBON EQUITY \"AD\" (USD) INC","TLA":"GraniteShares Autocallable TSLA ETF","LU2420271590.USD":"ALLIANZ SELECT INCOME AND GROWTH \"AT\" (USD) ACC","LU1914381329.SGD":"Allianz Best Styles Global Equity Cl ET Acc H2-SGD","LU2249611893.SGD":"BNP PARIBAS ENERGY TRANSITION \"CRH\" (SGD) ACC","LU1674673428.USD":"HSBC GIF GLOBAL LOWER CARBON EQUITY \"AC\" (USD) ACC","LU0316494557.USD":"FRANKLIN GLOBAL FUNDAMENTAL STRATEGIES \"A\" ACC","TSLA":"特斯拉","LU0234570918.USD":"高盛全球核心股票组合Acc Close","BK4581":"高盛持仓","LU1839511570.USD":"WELLS FARGO GLOBAL FACTOR ENHANCED EQUITY \"I\" (USD) ACC","LU1861559042.SGD":"日兴方舟颠覆性创新基金B SGD","LU0708995401.HKD":"FRANKLIN U.S. OPPORTUNITIES \"A\" (HKD) ACC","LU2456880835.USD":"ALLIANZ GLOBAL INCOME \"AT\" (USD) ACC","LU0820561818.USD":"安联收益及增长平衡基金Cl AM DIS","LU2471134952.CNY":"INVESCO GLOBAL EQUITY INCOME ADVANTAGE \"A\" (CNYHDG) INC","LU1551013342.USD":"Allianz Income and Growth Cl AMg2 DIS USD","LU2471134879.HKD":"INVESCO GLOBAL EQUITY INCOME ADVANTAGE \"A\" (HKD) INC","IE00B19Z8X17.USD":"FTGF CLEARBRIDGE US LARGE CAP GROWTH  \"AG\" (USD) ACC","LU2471134523.USD":"INVESCO GLOBAL EQUITY INCOME ADVANTAGE \"A\" (USD) ACC","BK4534":"瑞士信贷持仓","LU0345769128.USD":"NINETY ONE GSF GLOBAL EQUITY \"A\" (USD) ACC","BK4550":"红杉资本持仓","LU0943347566.SGD":"安联收益及增长平衡基金AM H2-SGD","LU0820561909.HKD":"ALLIANZ INCOME AND GROWTH \"AM\" (HKD) INC","LU2471134796.USD":"INVESCO GLOBAL EQUITY INCOME ADVANTAGE \"A\" (USD) INC","LU0234572021.USD":"高盛美国核心股票组合Acc","BK4548":"巴美列捷福持仓","LU0210536198.USD":"JPM US GROWTH \"A\" ACC","LU0820562030.AUD":"ALLIANZ INCOME AND GROWTH \"AMH2\" (AUDHDG) H2 INC","LU2750360641.GBP":"INVESCO GLOBAL EQUITY INCOME ADVANTAGE \"A\" (GBPHDG) INC","BK4585":"ETF&股票定投概念","LU1861558580.USD":"日兴方舟颠覆性创新基金B","LU0345769631.USD":"NINETY ONE GSF GLOBAL EQUITY \"A\" (USD) INC","IE00B19Z9505.USD":"美盛-美国大盘成长股A Acc","SG9999015945.SGD":"LionGlobal Disruptive Innovation Fund A SGD","TSLS":"1倍做空TSLA ETF-Direxion","LU2750360997.AUD":"INVESCO GLOBAL EQUITY INCOME ADVANTAGE \"A\" (AUDHDG) INC","LU2896262040.SGD":"JPM US GROWTH FUND \"A\" (SGD) ACC","TSLO":"2倍上限加速TSLA ETF-Leverage Shares","BK4592":"伊斯兰概念","LU0345770308.USD":"NINETY ONE GSF GLOBAL STRATEGIC EQUITY \"A\" (USD) ACC","BK4612":"AI芯片","IE00BWXC8680.SGD":"PINEBRIDGE US LARGE CAP RESEARCH ENHANCED \"A5\" (SGD) ACC","LU0345770993.USD":"NINETY ONE GSF GLOBAL STRATEGIC EQUITY \"A\" (USD) INC","BK4527":"明星科技股","LU1720051108.HKD":"ALLIANZ GLOBAL ARTIFICIAL INTELLIGENCE \"AT\" (HKD) ACC","LU0672654240.SGD":"FTIF - Franklin US Opportunities A Acc SGD-H1","LU1861215975.USD":"贝莱德新一代科技基金 A2","SG9999015952.SGD":"LIONGLOBAL DISRUPTIVE INNOVATION \"I\" (SGD) ACC","LU1429558221.USD":"Natixis Loomis Sayles US Growth Equity RA USD","TSDD":"2倍做空TSLA ETF-GraniteShares","LU1861220033.SGD":"Blackrock Next Generation Technology A2 SGD-H","BK4555":"新能源车","LU2756315664.SGD":"ALLIANZ INCOME AND GROWTH \"AMI\" (SGDHDG) INC","LU1435385759.SGD":"Natixis Loomis Sayles US Growth Equity RA SGD-H","BK4099":"汽车制造商","BK4511":"特斯拉概念","TSLY":"TSLA期权收益策略ETF-YieldMax","LU1629891620.HKD":"ALLIANZ INCOME AND GROWTH \"AMG2\" (H2-HKD) INC","LU2326559502.SGD":"Natixis Loomis Sayles US Growth Equity P/A SGD-H","BK4588":"碎股","TSLG":"2倍做多TSLA ETF-Leverage Shares","IE00BSNM7G36.USD":"NEUBERGER BERMAN SYSTEMATIC GLOBAL SUSTAINABLE VALUE \"A\" (USD) ACC","BK4551":"寇图资本持仓","BK4533":"AQR资本管理(全球第二大对冲基金)","LU1778281490.HKD":"HSBC GIF GLOBAL LOWER CARBON EQUITY \"AD\" (HKD) INC","LU0053666078.USD":"摩根大通基金-美国股票A（离岸）美元","LU1551013425.SGD":"Allianz Income and Growth Cl AMg2 DIS H2-SGD","LU2360106780.USD":"BGF WORLD TECHNOLOGY \"A4\" (USD) INC","LU0082616367.USD":"摩根大通美国科技A（dist）","TSII":"REX TSLA Growth & Income ETF","SG9999015986.USD":"LIONGLOBAL DISRUPTIVE INNOVATION \"I\" (USD) ACC","LU1066051225.USD":"HSBC GIF GLOBAL EQUITY VOLATILITY FOCUSED \"AC\" (USD) ACC","LU0077335932.USD":"FIDELITY AMERICAN GROWTH \"A\" INC","LU2756315318.SGD":"ALLIANZ INCOME AND GROWTH \"AMG\" (SGDHDG) INC A","TSLR":"2倍做多TSLA ETF-GraniteShares","LU0348723411.USD":"ALLIANZ GLOBAL HI-TECH GROWTH \"A\" (USD) INC","LU2023250330.USD":"ALLIANZ INCOME AND GROWTH \"AMG\" (USD) INC","TSLZ":"2倍做空TSLA ETF-T-Rex","LU1720051017.SGD":"Allianz Global Artificial Intelligence AT Acc H2-SGD","BK4085":"互动家庭娱乐","BK4604":"机器人概念","TSL":"1.25倍做多TSLA ETF-GraniteShares"},"source_url":"http://gu.qq.com/resources/shy/news/detail-v2/index.html#/?id=nesSN20260227001218954224aa&s=b","is_english":false,"share_image_url":"https://static.laohu8.com/9a95c1376e76363c1401fee7d3717173","article_id":"2614202967","content_text":"就在本周二，当Waymo宣布在达拉斯、休斯顿等四座新城市开放服务时，另一个名字却显得格格不入——特斯拉。一边是10座城市的真实运营网络，另一边是埃隆·马斯克口中那个“迟迟未到”的未来。01. 扩张：从“试点”到“常态”的加速Waymo的扩张速度正在刷新行业的认知。自2009年起步以来，这家隶属于字母表公司的企业，终于在2025年底迎来了爆发。数据显示，去年年初，Waymo在旧金山、洛杉矶和菲尼克斯的周订单量仅为20万单；而到了2025年底，这一数字在六座城市中已飙升至40万单。更令人震惊的是其目标：今年年底前，周订单量突破100万单，并将业务拓展至全球至少20座城市。本周的扩张公告中，达拉斯、休斯顿、圣安东尼奥和奥兰多正式加入Waymo版图。值得注意的是，这次官宣中只字未提优步（Uber）。此前，Waymo部分车辆需通过优步平台呼叫，但如今看来，Waymo似乎已底气十足地认为：自己完全有能力独立实现规模化，无需他人搀扶。02. 对比：马斯克的“预期”与现实的“骨感”将目光转向特斯拉，画面则截然不同。去年夏天，特斯拉的无人驾驶出租车服务终于在奥斯汀上线，但随后的规模化进程却缓慢得令人咋舌。约 3000 辆Waymo 当前运营车辆仅 44 辆特斯拉奥斯汀运营车辆据“无人驾驶出租车追踪网”数据，目前奥斯汀仅有44辆特斯拉无人车在跑。回想去年10月，马斯克曾信誓旦旦地预测：到2025年底，特斯拉将在奥斯汀部署500辆无人车，甚至覆盖美国半数人口。然而现实是，该公司仍仅在奥斯汀运营着寥寥无几的Model Y，且多次未能兑现类似承诺。更关键的差距在于“去安全员”的进度。Waymo的车辆早已实现多年无安全员运营，而特斯拉近期虽着手取消安全监督员，但推进十分迟缓。在自动驾驶领域，“有安全员”和“无安全员”之间，隔着整个商业模式的鸿沟。03. 隐忧：规模化的挑战从未停止当然，Waymo的狂飙并非没有隐忧。雄心勃勃的全球扩张计划绝非一蹴而就。面对各地五花八门的法规，以及在新市场搭建车队管理、充电体系的重任，Waymo仍需如履薄冰。此外，安全问题始终是悬在头顶的达摩克利斯之剑。目前，监管机构正在调查Waymo车辆在校车周边的行驶表现，以及一起低速撞伤儿童的事故。在新市场投放几辆车是一回事，将规模扩大到数千辆并确保绝对安全，则是另一番挑战。“特斯拉支持者常辩称，凭借庞大的保有量和纯视觉方案，其规模化能力将超越Waymo。或许未来某天他们会被证明是对的，但从当下的时间轴来看，实际发展趋势却截然相反。”结语：实干与口号的终极较量自动驾驶的下半场，不再是比谁的发布会更炫酷，而是比谁的车队跑得更多、更稳、更安全。Waymo用10座城市的实地运营证明了“渐进式路线”的可行性，而特斯拉则仍在为兑现马斯克的宏大预言而挣扎。在这场“现实”与“幻想”的博弈中，时间和里程数是最公正的裁判。对于普通用户而言，谁能真正提供安全、便捷的无人出行服务，谁就是赢家。显然，目前的天平，正重重地倾向Waymo一端。","news_type":1,"symbols_score_info":{"TEST":0.6,"TSLQ":0.6,"TSLR":0.6,"TSLI":0.6,"TSLW":0.6,"TSLG":0.6,"TSLP":0.6,"TSLS":0.6,"CRSH":0.6,"TLA":0.6,"TSLO":0.6,"TSL":0.6,"TSYY":0.6,"07766":0.6,"TSLY":0.6,"TSLT":0.6,"TSDD":0.6,"TSLA":1.91,"TSII":0.6,"TESL":0.6,"TSLZ":0.6}},"isVote":1,"tweetType":1,"viewCount":76,"authorTweetTopStatus":1,"verified":2,"comments":[{"author":{"id":"3548965887849927","authorId":"3548965887849927","name":"yifannafiy","avatar":"https://static.tigerbbs.com/b74f50f8831724d4755944ec42127d83","crmLevel":5,"crmLevelSwitch":0,"authorIdStr":"3548965887849927","idStr":"3548965887849927"},"content":"楼上那个“就算…估计…”句式好，可以一直用下去，只要别人在进步，你就可以一直估计，估计错了也没关系，把人家实现了的放在“就是”后面，再把人家的发展目标放在“估计”后面就可以了。一时丢人一时爽，一世丢人一式爽","text":"楼上那个“就算…估计…”句式好，可以一直用下去，只要别人在进步，你就可以一直估计，估计错了也没关系，把人家实现了的放在“就是”后面，再把人家的发展目标放在“估计”后面就可以了。一时丢人一时爽，一世丢人一式爽","html":"楼上那个“就算…估计…”句式好，可以一直用下去，只要别人在进步，你就可以一直估计，估计错了也没关系，把人家实现了的放在“就是”后面，再把人家的发展目标放在“估计”后面就可以了。一时丢人一时爽，一世丢人一式爽"},{"author":{"id":"4089292669533110","authorId":"4089292669533110","name":"无妨_6288","avatar":"https://static.tigerbbs.com/5e6c1aa128ea2d5db1ebd583ea79c727","crmLevel":8,"crmLevelSwitch":1,"authorIdStr":"4089292669533110","idStr":"4089292669533110"},"content":"你再吹老马也不会理你，反而觉得你是个小丑🤡","text":"你再吹老马也不会理你，反而觉得你是个小丑🤡","html":"你再吹老马也不会理你，反而觉得你是个小丑🤡"}],"imageCount":0,"langContent":"CN","totalScore":0},{"id":533785518686256,"gmtCreate":1771339699139,"gmtModify":1771339701673,"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":"体验过国内自动驾驶后，其他车企想实现，简直是在做梦","listText":"体验过国内自动驾驶后，其他车企想实现，简直是在做梦","text":"体验过国内自动驾驶后，其他车企想实现，简直是在做梦","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":1,"commentSize":1,"repostSize":0,"link":"https://laohu8.com/post/533785518686256","isVote":1,"tweetType":1,"viewCount":507,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"CN","totalScore":0},{"id":533669725324920,"gmtCreate":1771309546816,"gmtModify":1771309549398,"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":"假数据是张口就来","listText":"假数据是张口就来","text":"假数据是张口就来","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":2,"commentSize":0,"repostSize":0,"link":"https://laohu8.com/post/533669725324920","repostId":"2612439470","repostType":2,"repost":{"id":"2612439470","kind":"news","pubTimestamp":1771298801,"share":"https://www.laohu8.com/m/news/2612439470?lang=zh_CN&edition=full","pubTime":"2026-02-17 11:26","market":"us","language":"zh","title":"马斯克又翻车！特斯拉无人出租运营8个月可用率仅19%","url":"https://stock-news.laohu8.com/highlight/detail?id=2612439470","media":"快科技","summary":"快科技2月17日消息，今天，据报道，特斯拉于8个月前在奥斯汀推出的Robotaxi无人出租车服务，现阶段运营数据远未达到马斯克此前的承诺。其在奥斯汀地区的服务可用率仅为19%，多项核心运营指标均未达标。奥斯汀与旧金山湾区合计的特斯拉无人出租车数量，独立追踪数据显示仅约200辆，与马斯克宣称的“远超500辆”差距显著。在服务可用性上，奥斯汀的特斯拉Robotaxi过去48小时仅19%运营时间可正常使用，81%的时间处于不可用状态。","content":"<html><body><article><p>快科技2月17日消息，今天，据报道，<a href=\"https://laohu8.com/S/TSLA\">特斯拉</a>于8个月前在奥斯汀推出的Robotaxi无人出租车服务，现阶段运营数据远未达到马斯克此前的承诺。</p><p><strong>其在奥斯汀地区的服务可用率仅为19%，多项核心运营指标均未达标。</strong></p><p>马斯克曾承诺，2025年底前在奥斯汀投放500辆Robotaxi，然而据Robotaxi Tracker数据，<strong>目前奥斯汀实际仅有42辆该车型，即便马斯克此前悄悄将目标下调至60辆，仍未实现。</strong></p><p>奥斯汀与旧金山湾区合计的特斯拉无人出租车数量，独立追踪数据显示仅约200辆，与马斯克宣称的“远超500辆”差距显著。</p><p><strong>在服务可用性上，奥斯汀的特斯拉Robotaxi过去48小时仅19%运营时间可正常使用，81%的时间处于不可用状态。</strong></p><p>且该服务在降雨天气会全面停工，而奥斯汀年均降雨超80天，进一步影响服务效率。</p><p>安全层面，特斯拉向美国国家公路交通安全管理局报告的数据显示，其Robotaxi在配备安全监督员的情况下，<strong>碰撞率为人类驾驶员的9倍，行驶50万英里发生9起事故，平均每5.5万英里就有一起事故。</strong></p><p>马斯克此前承诺的完全无人监管乘车服务，实际落地后不仅有追踪车辆跟随，且仅在小范围区域试行，目前该服务已从追踪系统中消失。</p><img src=\"https://fid-75186.picgzc.qpic.cn/20260217113805666d152wkc0o5p2dvt\"/></article></body></html>","source":"tencent","collect":0,"html":"<!DOCTYPE html>\n<html>\n<head>\n<meta http-equiv=\"Content-Type\" content=\"text/html; charset=utf-8\" />\n<meta name=\"viewport\" content=\"width=device-width,initial-scale=1.0,minimum-scale=1.0,maximum-scale=1.0,user-scalable=no\"/>\n<meta name=\"format-detection\" content=\"telephone=no,email=no,address=no\" />\n<title>马斯克又翻车！特斯拉无人出租运营8个月可用率仅19%</title>\n<style type=\"text/css\">\na,abbr,acronym,address,applet,article,aside,audio,b,big,blockquote,body,canvas,caption,center,cite,code,dd,del,details,dfn,div,dl,dt,\nem,embed,fieldset,figcaption,figure,footer,form,h1,h2,h3,h4,h5,h6,header,hgroup,html,i,iframe,img,ins,kbd,label,legend,li,mark,menu,nav,\nobject,ol,output,p,pre,q,ruby,s,samp,section,small,span,strike,strong,sub,summary,sup,table,tbody,td,tfoot,th,thead,time,tr,tt,u,ul,var,video{ font:inherit;margin:0;padding:0;vertical-align:baseline;border:0 }\nbody{ font-size:16px; line-height:1.5; color:#999; background:transparent; }\n.wrapper{ overflow:hidden;word-break:break-all;padding:10px; }\nh1,h2{ font-weight:normal; line-height:1.35; margin-bottom:.6em; }\nh3,h4,h5,h6{ line-height:1.35; margin-bottom:1em; }\nh1{ font-size:24px; }\nh2{ font-size:20px; }\nh3{ font-size:18px; }\nh4{ font-size:16px; }\nh5{ font-size:14px; }\nh6{ font-size:12px; }\np,ul,ol,blockquote,dl,table{ margin:1.2em 0; }\nul,ol{ margin-left:2em; }\nul{ list-style:disc; }\nol{ list-style:decimal; }\nli,li p{ margin:10px 0;}\nimg{ max-width:100%;display:block;margin:0 auto 1em; }\nblockquote{ color:#B5B2B1; border-left:3px solid #aaa; padding:1em; }\nstrong,b{font-weight:bold;}\nem,i{font-style:italic;}\ntable{ width:100%;border-collapse:collapse;border-spacing:1px;margin:1em 0;font-size:.9em; }\nth,td{ padding:5px;text-align:left;border:1px solid #aaa; }\nth{ font-weight:bold;background:#5d5d5d; }\n.symbol-link{font-weight:bold;}\n/* header{ border-bottom:1px solid #494756; } */\n.title{ margin:0 0 8px;line-height:1.3;color:#ddd; }\n.meta {color:#5e5c6d;font-size:13px;margin:0 0 .5em; }\na{text-decoration:none; color:#2a4b87;}\n.meta .head { display: inline-block; overflow: hidden}\n.head .h-thumb { width: 30px; height: 30px; margin: 0; padding: 0; border-radius: 50%; float: left;}\n.head .h-content { margin: 0; padding: 0 0 0 9px; float: left;}\n.head .h-name {font-size: 13px; color: #eee; margin: 0;}\n.head .h-time {font-size: 11px; color: #7E829C; margin: 0;line-height: 11px;}\n.small {font-size: 12.5px; display: inline-block; transform: scale(0.9); -webkit-transform: scale(0.9); transform-origin: left; -webkit-transform-origin: left;}\n.smaller {font-size: 12.5px; display: inline-block; transform: scale(0.8); -webkit-transform: scale(0.8); transform-origin: left; -webkit-transform-origin: left;}\n.bt-text {font-size: 12px;margin: 1.5em 0 0 0}\n.bt-text p {margin: 0}\n</style>\n</head>\n<body>\n<div class=\"wrapper\">\n<header>\n<h2 class=\"title\">\n马斯克又翻车！特斯拉无人出租运营8个月可用率仅19%\n</h2>\n\n<h4 class=\"meta\">\n\n\n2026-02-17 11:26 北京时间&nbsp;&nbsp;&nbsp;<a href=http://gu.qq.com/resources/shy/news/detail-v2/index.html#/?id=nesSN20260217113807a7030ffc&s=b><strong>快科技</strong></a>\n\n\n</h4>\n\n</header>\n<article>\n<div>\n<p>快科技2月17日消息，今天，据报道，特斯拉于8个月前在奥斯汀推出的Robotaxi无人出租车服务，现阶段运营数据远未达到马斯克此前的承诺。其在奥斯汀地区的服务可用率仅为19%，多项核心运营指标均未达标。马斯克曾承诺，2025年底前在奥斯汀投放500辆Robotaxi，然而据Robotaxi Tracker数据，目前奥斯汀实际仅有42辆该车型，即便马斯克此前悄悄将目标下调至60辆，仍未实现。奥斯汀与...</p>\n\n<a href=\"http://gu.qq.com/resources/shy/news/detail-v2/index.html#/?id=nesSN20260217113807a7030ffc&s=b\">网页链接</a>\n\n</div>\n\n\n</article>\n</div>\n</body>\n</html>\n","type":0,"thumbnail":"","relate_stocks":{"LU1629891620.HKD":"ALLIANZ INCOME AND GROWTH \"AMG2\" (H2-HKD) INC","LU2326559502.SGD":"Natixis Loomis Sayles US Growth Equity P/A SGD-H","BK4548":"巴美列捷福持仓","IE00BSNM7G36.USD":"NEUBERGER BERMAN SYSTEMATIC GLOBAL SUSTAINABLE VALUE \"A\" (USD) ACC","LU1778281490.HKD":"HSBC GIF GLOBAL LOWER CARBON EQUITY \"AD\" (HKD) INC","TSLA":"特斯拉","LU0053666078.USD":"摩根大通基金-美国股票A（离岸）美元","LU0082616367.USD":"摩根大通美国科技A（dist）","LU1551013425.SGD":"Allianz Income and Growth Cl AMg2 DIS H2-SGD","LU2360106780.USD":"BGF WORLD TECHNOLOGY \"A4\" (USD) INC","SG9999015986.USD":"LIONGLOBAL DISRUPTIVE INNOVATION \"I\" (USD) ACC","LU0077335932.USD":"FIDELITY AMERICAN GROWTH \"A\" INC","LU1066051225.USD":"HSBC GIF GLOBAL EQUITY VOLATILITY FOCUSED \"AC\" (USD) ACC","LU2756315318.SGD":"ALLIANZ INCOME AND GROWTH \"AMG\" (SGDHDG) INC A","BK4099":"汽车制造商","LU2023250330.USD":"ALLIANZ INCOME AND GROWTH \"AMG\" (USD) INC","LU0348723411.USD":"ALLIANZ GLOBAL HI-TECH GROWTH \"A\" (USD) INC","BK4585":"ETF&股票定投概念","LU1720051017.SGD":"Allianz Global Artificial Intelligence AT Acc H2-SGD","BK4555":"新能源车","TESL":"Simplify Volt TSLA Revolution ETF","LU0823411888.USD":"法巴消费创新基金 Cap","LU1066051811.HKD":"HSBC GIF GLOBAL EQUITY VOLATILITY FOCUSED \"AM2\" (HKD) INC","IE00BK4W5L77.USD":"HSBC GLOBAL FUNDS ICAV US EQUITY INDEX \"HC\" (USD) ACC","LU2462157665.USD":"ALLIANZ GLOBAL INCOME \"A\" (USD) INC","IE00BK4W5M84.HKD":"HSBC GLOBAL FUNDS ICAV US EQUITY INDEX \"HC\" (HKD) ACC","SG9999015978.USD":"利安颠覆性创新基金A","LU0964807845.USD":"ALLIANZ INCOME & GROWTH \"A\" (USD) INC","BK4550":"红杉资本持仓","BK4588":"碎股","LU2087621335.USD":"ALLSPRING GLOBAL FACTOR ENHANCED EQUITY \"A\" (USD) ACC","LU1852331112.SGD":"Blackrock World Technology Fund A2 SGD-H","LU2417539215.USD":"ALLIANZ GLOBAL INCOME \"AMF\" (USD) INC","BK4551":"寇图资本持仓","BK4598":"佩洛西持仓","07766":"南方两倍做多特斯拉","LU2063271972.USD":"富兰克林创新领域基金","LU2108987350.USD":"UBS (LUX) EQUITY SICAV GLOBAL OPPORTUNITY SUSTAINABLE (USD) \"P\" (USD) ACC","UFO":"Procure Space ETF","LU2213496289.HKD":"ALLIANZ INCOME AND GROWTH \"AT\" (HKD) ACC","LU2290526834.HKD":"BGF NEXT GENERATION TECHNOLOGY \"A2\" (HKDHDG) ACC","LU1066051498.USD":"HSBC GIF GLOBAL EQUITY VOLATILITY FOCUSED \"AM2\" (USD) INC","LU1066053197.SGD":"HSBC GIF GLOBAL EQUITY VOLATILITY FOCUSED \"AM3\" (SGDHDG) INC","LU0820561909.HKD":"ALLIANZ INCOME AND GROWTH \"AM\" (HKD) INC","LU0323591593.USD":"SCHRODER ISF QEP GLOBAL QUALITY \"A\" (USD) ACC","LU0198837287.USD":"UBS (LUX) EQUITY SICAV - USA GROWTH \"P\" (USD) ACC","LU2357305700.SGD":"Allianz Global Artificial Intelligence ET H2-SGD","LU0109391861.USD":"富兰克林美国机遇基金A Acc","LU1267930730.SGD":"富兰克林美国机遇基金AS Acc SGD (CPF)","LU1366192091.USD":"ALLIANZ US EQUITY PLUS \"AM\" (USD) INC","IE0034235303.USD":"PINEBRIDGE US RESEARCH ENHANCED CORE EQUITY \"A\" (USD) ACC","IE00B19Z8W00.USD":"FTGF CLEARBRIDGE US LARGE CAP GROWTH \"A\" INC","TSDD":"2倍做空TSLA ETF-GraniteShares","LU0823414478.USD":"法巴经典能源转换基金","TSYY":"收益增强TSLA ETF-GraniteShares","LU0056508442.USD":"贝莱德世界科技基金A2","LU0097036916.USD":"贝莱德美国增长A2 USD","IE00B1XK9C88.USD":"PINEBRIDGE US LARGE CAP RESEARCH ENHANCED \"A\" (USD) ACC","LU0466842654.USD":"HSBC ISLAMIC GLOBAL EQUITY INDEX \"A\" (USD) ACC","LU0689472784.USD":"安联收益及增长基金Cl AM AT Acc","LU2403377893.USD":"ALLIANZ SELECT INCOME AND GROWTH \"AM\" (USD) INC","IE00B1BXHZ80.USD":"Legg Mason ClearBridge - US Appreciation A Acc USD","LU2250418816.HKD":"BGF WORLD TECHNOLOGY \"A\" (HKD) ACC","BK4604":"机器人概念","LU2602419157.SGD":"HSBC ISLAMIC GLOBAL EQUITY INDEX \"AC\" (SGD) ACC","LU2360107168.USD":"BGF NEXT GENERATION TECHNOLOGY \"A4\" (USD) INC","BK4527":"明星科技股","LU0719512351.SGD":"JPMorgan Funds - US Technology A (acc) SGD","LU1145028129.USD":"ALLIANZ INCOME AND GROWTH \"AQ\" (USD) INC","LU1232071149.USD":"AZ FUND 1 GLOBAL GROWTH SELECTOR \"AAZ\" (USDHDG) ACC","LU2236285917.USD":"ALLIANZ GLOBAL INCOME \"AMG\" (USD) INC","LU0320765059.SGD":"FTIF - Franklin US Opportunities A Acc SGD","IE00BJLML261.HKD":"HSBC GLOBAL EQUITY INDEX \"HCH\" (HKD) ACC","LU1674673691.USD":"HSBC GIF GLOBAL LOWER CARBON EQUITY \"AD\" (USD) INC","CRSH":"做空TSLA 期权收益策略ETF-YieldMax","LU1914381329.SGD":"Allianz Best Styles Global Equity Cl ET Acc H2-SGD","TSII":"REX TSLA Growth & Income ETF","LU2249611893.SGD":"BNP PARIBAS ENERGY TRANSITION \"CRH\" (SGD) ACC","LU2420271590.USD":"ALLIANZ SELECT INCOME AND GROWTH \"AT\" (USD) ACC","LU0234570918.USD":"高盛全球核心股票组合Acc Close","LU1674673428.USD":"HSBC GIF GLOBAL LOWER CARBON EQUITY \"AC\" (USD) ACC","LU0316494557.USD":"FRANKLIN GLOBAL FUNDAMENTAL STRATEGIES \"A\" ACC","TSL":"1.25倍做多TSLA ETF-GraniteShares","LU1861559042.SGD":"日兴方舟颠覆性创新基金B SGD","LU1839511570.USD":"WELLS FARGO GLOBAL FACTOR ENHANCED EQUITY \"I\" (USD) ACC","LU0820561818.USD":"安联收益及增长平衡基金Cl AM DIS","LU2456880835.USD":"ALLIANZ GLOBAL INCOME \"AT\" (USD) ACC","LU0708995401.HKD":"FRANKLIN U.S. OPPORTUNITIES \"A\" (HKD) ACC","LU2471134952.CNY":"INVESCO GLOBAL EQUITY INCOME ADVANTAGE \"A\" (CNYHDG) INC","TSLG":"2倍做多TSLA ETF-Leverage Shares","LU1551013342.USD":"Allianz Income and Growth Cl AMg2 DIS USD","BK4612":"AI芯片","TSLI":"2倍做多TSLA ETF-ProShares","LU2471134879.HKD":"INVESCO GLOBAL EQUITY INCOME ADVANTAGE \"A\" (HKD) INC","LU2471134523.USD":"INVESCO GLOBAL EQUITY INCOME ADVANTAGE \"A\" (USD) ACC","IE00B19Z8X17.USD":"FTGF CLEARBRIDGE US LARGE CAP GROWTH  \"AG\" (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","LU2471134796.USD":"INVESCO GLOBAL EQUITY INCOME ADVANTAGE \"A\" (USD) INC","TSLO":"2倍上限加速TSLA ETF-Leverage Shares","LU0234572021.USD":"高盛美国核心股票组合Acc","BK4574":"无人驾驶","LU0210536198.USD":"JPM US GROWTH \"A\" ACC","LU0820562030.AUD":"ALLIANZ INCOME AND GROWTH \"AMH2\" (AUDHDG) H2 INC","LU2750360641.GBP":"INVESCO GLOBAL EQUITY INCOME ADVANTAGE \"A\" (GBPHDG) INC","TSLP":"TSLA收益溢价策略ETF-Kurv","IE00B19Z9505.USD":"美盛-美国大盘成长股A Acc","LU0345769631.USD":"NINETY ONE GSF GLOBAL EQUITY \"A\" (USD) INC","LU1861558580.USD":"日兴方舟颠覆性创新基金B","LU2750360997.AUD":"INVESCO GLOBAL EQUITY INCOME ADVANTAGE \"A\" (AUDHDG) INC","LU2896262040.SGD":"JPM US GROWTH FUND \"A\" (SGD) ACC","TSLQ":"2倍做空TSLA ETF-Tradr","SG9999015945.SGD":"LionGlobal Disruptive Innovation Fund A SGD","BK4581":"高盛持仓","LU0345770308.USD":"NINETY ONE GSF GLOBAL STRATEGIC EQUITY \"A\" (USD) ACC","TSLR":"2倍做多TSLA ETF-GraniteShares","BK4543":"AI","LU0345770993.USD":"NINETY ONE GSF GLOBAL STRATEGIC EQUITY \"A\" (USD) INC","IE00BWXC8680.SGD":"PINEBRIDGE US LARGE CAP RESEARCH ENHANCED \"A5\" (SGD) ACC","TSLS":"1倍做空TSLA ETF-Direxion","BK4511":"特斯拉概念","BK4534":"瑞士信贷持仓","LU1720051108.HKD":"ALLIANZ GLOBAL ARTIFICIAL INTELLIGENCE \"AT\" (HKD) ACC","TSLT":"2倍做多TSLA ETF-T-Rex","LU0672654240.SGD":"FTIF - Franklin US Opportunities A Acc SGD-H1","BK4533":"AQR资本管理(全球第二大对冲基金)","TSLW":"TSLA周配息ETF-Roundhill","LU1861215975.USD":"贝莱德新一代科技基金 A2","LU1548497426.USD":"安联环球人工智能AT Acc","LU1429558221.USD":"Natixis Loomis Sayles US Growth Equity RA USD","SG9999015952.SGD":"LIONGLOBAL DISRUPTIVE INNOVATION \"I\" (SGD) ACC","LU1861220033.SGD":"Blackrock Next Generation Technology A2 SGD-H","TSLY":"TSLA期权收益策略ETF-YieldMax","LU1435385759.SGD":"Natixis Loomis Sayles US Growth Equity RA SGD-H","BK4516":"特朗普概念","LU2756315664.SGD":"ALLIANZ INCOME AND GROWTH \"AMI\" (SGDHDG) INC","TSLZ":"2倍做空TSLA ETF-T-Rex","BK4592":"伊斯兰概念"},"source_url":"http://gu.qq.com/resources/shy/news/detail-v2/index.html#/?id=nesSN20260217113807a7030ffc&s=b","is_english":false,"share_image_url":"https://static.laohu8.com/9a95c1376e76363c1401fee7d3717173","article_id":"2612439470","content_text":"快科技2月17日消息，今天，据报道，特斯拉于8个月前在奥斯汀推出的Robotaxi无人出租车服务，现阶段运营数据远未达到马斯克此前的承诺。其在奥斯汀地区的服务可用率仅为19%，多项核心运营指标均未达标。马斯克曾承诺，2025年底前在奥斯汀投放500辆Robotaxi，然而据Robotaxi Tracker数据，目前奥斯汀实际仅有42辆该车型，即便马斯克此前悄悄将目标下调至60辆，仍未实现。奥斯汀与旧金山湾区合计的特斯拉无人出租车数量，独立追踪数据显示仅约200辆，与马斯克宣称的“远超500辆”差距显著。在服务可用性上，奥斯汀的特斯拉Robotaxi过去48小时仅19%运营时间可正常使用，81%的时间处于不可用状态。且该服务在降雨天气会全面停工，而奥斯汀年均降雨超80天，进一步影响服务效率。安全层面，特斯拉向美国国家公路交通安全管理局报告的数据显示，其Robotaxi在配备安全监督员的情况下，碰撞率为人类驾驶员的9倍，行驶50万英里发生9起事故，平均每5.5万英里就有一起事故。马斯克此前承诺的完全无人监管乘车服务，实际落地后不仅有追踪车辆跟随，且仅在小范围区域试行，目前该服务已从追踪系统中消失。","news_type":1,"symbols_score_info":{"TSL":0.6,"TSII":0.6,"TSLO":0.6,"TSLI":0.6,"TSLS":0.6,"TSLA":1.98,"TESL":0.6,"TSLT":0.6,"TSLR":0.6,"TSDD":0.6,"TSLZ":0.6,"TSLQ":0.6,"07766":0.6,"TSYY":0.6,"UFO":0.6,"TSLY":0.6,"TSLP":0.6,"TSLG":0.6,"CRSH":0.6,"TSLW":0.6}},"isVote":1,"tweetType":1,"viewCount":355,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"CN","totalScore":0},{"id":532369934472088,"gmtCreate":1770992212266,"gmtModify":1770992214573,"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":"以后只有一个巨头，那就是特斯拉","listText":"以后只有一个巨头，那就是特斯拉","text":"以后只有一个巨头，那就是特斯拉","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":3,"commentSize":0,"repostSize":0,"link":"https://laohu8.com/post/532369934472088","repostId":"2611154500","repostType":2,"repost":{"id":"2611154500","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":1770991315,"share":"https://www.laohu8.com/m/news/2611154500?lang=zh_CN&edition=full","pubTime":"2026-02-13 22:01","market":"nz","language":"zh","title":"利润率仅为同侪零头，特斯拉的“美股七巨头”标签还能贴多久？","url":"https://stock-news.laohu8.com/highlight/detail?id=2611154500","media":"华尔街见闻","summary":"特斯拉与其他六巨头的财务鸿沟急剧拉大：营业利润率不足5%（同行11%-60%），且是唯一盈利下滑的成员。2026年资本支出翻倍至200亿美元将致自由现金流首次转负，而同行在同等巨额支出下仍将产生数百亿正现金流。马斯克或需通过SpaceX IPO融资以支撑其AI雄心。","content":"<html><head></head><body><p><a href=\"https://laohu8.com/S/TSLA\">特斯拉</a>一直是“美股七巨头”中的异类，而其近期试图向人工智能转型的努力，反而进一步加剧了这种格格不入。尽管该标签主要基于股价表现，但随着基本面数据的恶化，特斯拉与Alphabet、<a href=\"https://laohu8.com/S/MSFT\">微软</a>和<a href=\"https://laohu8.com/S/NVDA\">英伟达</a>等科技巨头之间的差距正在迅速拉大。</p>\n<p>据彭博专栏作家Liam Denning分析，特斯拉估值的飙升在很大程度上掩盖了其基本面的疲软。尽管该股享有极高的远期市盈率，但这在很大程度上是因为盈利预期的下降，而非增长的驱动。在过去三年中，特斯拉是“七巨头”中唯一一家报告盈利实际下降的公司，这种估值倍数的扩张更多反映了股价与日益恶化的基本面之间日益严重的脱节。</p>\n<p>这种分化在现金流表现上尤为显著。<strong>随着特斯拉计划在2026年将资本支出增加一倍以上至约200亿美元，以支持其自动驾驶和机器人业务，公司自由现金流预计将自2018年以来首次转为负值。</strong>相比之下，Alphabet等同行即便在巨额支出的情况下，预计仍将在同年产生<a href=\"https://laohu8.com/S/SBAY\">数百亿</a>美元的自由现金流，凸显了两者在财务实力上的巨大鸿沟。</p>\n<p>面对资金消耗的加剧，特斯拉向投资者坦言可能需要“额外资金”。这也引发了市场对其首席执行官马斯克商业<a href=\"https://laohu8.com/S/00776\">帝国</a>重组的关注。随着特斯拉在这一精英集团中的地位日益受到质疑，马斯克可能更需要通过SpaceX等旗下其他业务的资本运作来寻求新的资金支持。</p>\n<h2><strong>估值虚高与基本面背离</strong></h2>\n<p>“美股七巨头”这一概念诞生于2023年，最初用于描述领涨<a href=\"https://laohu8.com/S/161125\">标普500</a>指数的七只股票。然而，这一标签在很大程度上已成为大型科技股的代名词，这使得特斯拉的入选显得颇为突兀。特斯拉的主营业务本质上是电动汽车及电池组的制造与销售，属于制造业范畴。相比之下，<a href=\"https://laohu8.com/S/AAPL\">苹果</a>虽然销售消费电子产品，<a href=\"https://laohu8.com/S/AMZN\">亚马逊</a>虽然拥有电商平台，但两者均被公认为盈利能力极强的信息技术巨头。</p>\n<p>尽管特斯拉在电动汽车设计和辅助驾驶系统方面拥有技术优势，但其更具科技色彩的业务——如Robotaxi（自动驾驶出租车）、人形机器人和芯片制造计划——目前更多处于研发阶段，而非成熟的商业业务。</p>\n<p><strong>特斯拉之所以能跻身该行列，主要归因于其高昂的估值，但这恰恰也是其与其他成员最大的不同之处。</strong>据彭博数据，特斯拉的高远期市盈率更多反映了投资者对其转型的梦想，而非现实业绩。过去三年其估值倍数的扩张，有三分之二可以用盈利预期的下降来解释。作为该集团中唯一盈利下滑的成员，特斯拉的基本面支撑显得愈发薄弱。</p>\n<h2><strong>自由现金流不在同一量级</strong></h2>\n<p>现金流是衡量企业实力的真实指标，而在这一点上，特斯拉与其他六家巨头完全不在一个量级。过去五年中，特斯拉的自由现金流总计约为270亿美元。虽然亚马逊同期的自由现金流仅比特斯拉高出约50%，但这主要是因为亚马逊的资本支出规模是特斯拉的九倍。</p>\n<p>更为直观的对比是：<strong>除亚马逊外，“七巨头”中的每一位成员仅在过去一年创造的自由现金流，就远超特斯拉过去五年的总和。</strong></p>\n<p>这种差距在未来几年可能会进一步扩大。特斯拉正试图重塑为自动驾驶和人工智能领域的领导者，其2026年的资本支出预算约为200亿美元。这笔支出将导致其自由现金流大幅转负。然而，这一预算规模仅为Alphabet预计支出的九分之一，且Alphabet在如此巨大的投入下，预计仍将在2026年产生340亿美元的自由现金流。<strong>这意味着，其他科技巨头完全可以用经营现金流覆盖其在AI领域的巨额赌注，而特斯拉则面临严峻的资金压力。</strong></p>\n<h2><strong>利润率仅为同侪零头</strong></h2>\n<p><strong>现金流的巨大差异折射出底层业务模式的不同。</strong>其他六家公司均可被视为各自领域的绝对主导者，拥有极高的护城河。特斯拉虽然是全球第二大电动汽车销售商，但在全球汽车总销量中的占比仅为1.8%。</p>\n<p>更为关键的是，特斯拉在电动汽车领域的高排名并未转化为高利润。据彭博观点分析，特斯拉的营业利润率目前不足5%。作为对比，其余六家巨头的营业利润率范围在11%（亚马逊，处于区间低端）到近60%（英伟达，处于区间高端）之间。这表明，<strong>试图以一家汽车制造公司为基础构建一个科技巨头，起点异常艰难。</strong></p>\n<p>在人工智能和芯片领域的竞争中，特斯拉不仅要面对“七巨头”中其他成员的巨额预算，还要应对Alphabet旗下Waymo的竞争，后者刚筹集了160亿美元用于扩大Robotaxi运营。此外，Open AI据报道正以1万亿美元的估值寻求IPO，竞争环境极其激烈。</p>\n<h2><strong>资金压力与融资依赖</strong></h2>\n<p>这种财务背景为马斯克商业帝国的重组提供了注脚。特斯拉已告知投资者今年将消耗现金，并可能需要筹集资金。据彭博汇编的数据，利用公开股票市场融资已深植于特斯拉的基因之中，其历史上已进行过11次此类融资，这一次数几乎相当于其他六家巨头融资次数总和。</p>\n<p>与此同时，马斯克旗下的xAI据报道每月烧钱约10亿美元。SpaceX虽然去年实现了80亿美元的EBITDA（息税折旧摊销前利润），但这并未扣除其巨大的资本支出。此外，SpaceX近期还承担了xAI的融资压力。尽管特斯拉账面上拥有超过400亿美元现金，但持续的资金消耗以及可能涉及三家公司的合并传闻，可能会让看似镇定的投资者感到不安。</p>\n<p>在此背景下，SpaceX若能成功进行IPO并筹集数百亿美元新资金，对整个马斯克商业版图至关重要。鉴于特斯拉作为“第七巨头”的地位已岌岌可危，马斯克或许迫切需要打造出第八个巨头来支撑其雄心。</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>利润率仅为同侪零头，特斯拉的“美股七巨头”标签还能贴多久？</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利润率仅为同侪零头，特斯拉的“美股七巨头”标签还能贴多久？\n</h2>\n\n<h4 class=\"meta\">\n\n\n2026-02-13 22:01 北京时间&nbsp;&nbsp;&nbsp;<a href=https://wallstreetcn.com/articles/3765692><strong>华尔街见闻</strong></a>\n\n\n</h4>\n\n</header>\n<article>\n<div>\n<p>特斯拉一直是“美股七巨头”中的异类，而其近期试图向人工智能转型的努力，反而进一步加剧了这种格格不入。尽管该标签主要基于股价表现，但随着基本面数据的恶化，特斯拉与Alphabet、微软和英伟达等科技巨头之间的差距正在迅速拉大。\n据彭博专栏作家Liam Denning分析，特斯拉估值的飙升在很大程度上掩盖了其基本面的疲软。尽管该股享有极高的远期市盈率，但这在很大程度上是因为盈利预期的下降，而非增长的...</p>\n\n<a href=\"https://wallstreetcn.com/articles/3765692\">网页链接</a>\n\n</div>\n\n\n</article>\n</div>\n</body>\n</html>\n","type":0,"thumbnail":"","relate_stocks":{"IE00BK4W5M84.HKD":"HSBC GLOBAL FUNDS ICAV US EQUITY INDEX \"HC\" (HKD) ACC","LU2462157665.USD":"ALLIANZ GLOBAL INCOME \"A\" (USD) INC","BK4588":"碎股","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 EQUITY \"A\" (USD) ACC","LU1852331112.SGD":"Blackrock World Technology Fund A2 SGD-H","LU2417539215.USD":"ALLIANZ GLOBAL INCOME \"AMF\" (USD) INC","BK4598":"佩洛西持仓","BK4551":"寇图资本持仓","LU2063271972.USD":"富兰克林创新领域基金","LU2108987350.USD":"UBS (LUX) EQUITY SICAV GLOBAL OPPORTUNITY SUSTAINABLE (USD) \"P\" (USD) ACC","LU2213496289.HKD":"ALLIANZ INCOME AND GROWTH \"AT\" (HKD) ACC","LU1066051498.USD":"HSBC GIF GLOBAL EQUITY VOLATILITY FOCUSED \"AM2\" (USD) INC","LU2290526834.HKD":"BGF NEXT GENERATION TECHNOLOGY \"A2\" (HKDHDG) ACC","LU1066053197.SGD":"HSBC GIF GLOBAL EQUITY VOLATILITY FOCUSED \"AM3\" (SGDHDG) INC","LU0323591593.USD":"SCHRODER ISF QEP GLOBAL QUALITY \"A\" (USD) ACC","LU0820561909.HKD":"ALLIANZ INCOME AND GROWTH \"AM\" (HKD) INC","LU0198837287.USD":"UBS (LUX) EQUITY SICAV - USA GROWTH \"P\" (USD) ACC","LU0109391861.USD":"富兰克林美国机遇基金A Acc","LU2357305700.SGD":"Allianz Global Artificial Intelligence ET H2-SGD","LU1267930730.SGD":"富兰克林美国机遇基金AS Acc SGD (CPF)","LU1366192091.USD":"ALLIANZ US EQUITY PLUS \"AM\" (USD) INC","TSII":"REX TSLA Growth & Income ETF","IE00B19Z8W00.USD":"FTGF CLEARBRIDGE US LARGE CAP GROWTH \"A\" INC","IE0034235303.USD":"PINEBRIDGE US RESEARCH ENHANCED CORE EQUITY \"A\" (USD) ACC","TSDD":"2倍做空TSLA ETF-GraniteShares","LU0823414478.USD":"法巴经典能源转换基金","LU0056508442.USD":"贝莱德世界科技基金A2","LU0097036916.USD":"贝莱德美国增长A2 USD","LU0466842654.USD":"HSBC ISLAMIC GLOBAL EQUITY INDEX \"A\" (USD) ACC","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","LU2403377893.USD":"ALLIANZ SELECT INCOME AND GROWTH \"AM\" (USD) INC","IE00B1BXHZ80.USD":"Legg Mason ClearBridge - US Appreciation A Acc USD","TSLG":"2倍做多TSLA ETF-Leverage Shares","TSLI":"2倍做多TSLA ETF-ProShares","LU2250418816.HKD":"BGF WORLD TECHNOLOGY \"A\" (HKD) ACC","BK4604":"机器人概念","LU2602419157.SGD":"HSBC ISLAMIC GLOBAL EQUITY INDEX \"AC\" (SGD) ACC","LU2360107168.USD":"BGF NEXT GENERATION TECHNOLOGY \"A4\" (USD) INC","LU0719512351.SGD":"JPMorgan Funds - US Technology A (acc) SGD","LU1145028129.USD":"ALLIANZ INCOME AND GROWTH \"AQ\" (USD) INC","BK4550":"红杉资本持仓","BK4548":"巴美列捷福持仓","LU1232071149.USD":"AZ FUND 1 GLOBAL GROWTH SELECTOR \"AAZ\" (USDHDG) ACC","LU2236285917.USD":"ALLIANZ GLOBAL INCOME \"AMG\" (USD) INC","TSYY":"收益增强TSLA ETF-GraniteShares","LU0320765059.SGD":"FTIF - Franklin US Opportunities A Acc SGD","TSLP":"TSLA收益溢价策略ETF-Kurv","TSLW":"TSLA周配息ETF-Roundhill","IE00BJLML261.HKD":"HSBC GLOBAL EQUITY INDEX \"HCH\" (HKD) ACC","LU1674673691.USD":"HSBC GIF GLOBAL LOWER CARBON EQUITY \"AD\" (USD) INC","LU2420271590.USD":"ALLIANZ SELECT INCOME AND GROWTH \"AT\" (USD) ACC","LU1914381329.SGD":"Allianz Best Styles Global Equity Cl ET Acc H2-SGD","LU2249611893.SGD":"BNP PARIBAS ENERGY TRANSITION \"CRH\" (SGD) ACC","LU1674673428.USD":"HSBC GIF GLOBAL LOWER CARBON EQUITY \"AC\" (USD) ACC","LU0316494557.USD":"FRANKLIN GLOBAL FUNDAMENTAL STRATEGIES \"A\" ACC","LU0234570918.USD":"高盛全球核心股票组合Acc Close","BK4527":"明星科技股","LU1839511570.USD":"WELLS FARGO GLOBAL FACTOR ENHANCED EQUITY \"I\" (USD) ACC","LU1861559042.SGD":"日兴方舟颠覆性创新基金B SGD","TSLY":"TSLA期权收益策略ETF-YieldMax","LU0708995401.HKD":"FRANKLIN U.S. OPPORTUNITIES \"A\" (HKD) ACC","LU2456880835.USD":"ALLIANZ GLOBAL INCOME \"AT\" (USD) ACC","LU0820561818.USD":"安联收益及增长平衡基金Cl AM DIS","BK4543":"AI","LU2471134952.CNY":"INVESCO GLOBAL EQUITY INCOME ADVANTAGE \"A\" (CNYHDG) INC","TSLO":"2倍上限加速TSLA ETF-Leverage Shares","BK4612":"AI芯片","LU1551013342.USD":"Allianz Income and Growth Cl AMg2 DIS USD","LU2471134879.HKD":"INVESCO GLOBAL EQUITY INCOME ADVANTAGE \"A\" (HKD) INC","IE00B19Z8X17.USD":"FTGF CLEARBRIDGE US LARGE CAP GROWTH  \"AG\" (USD) ACC","LU2471134523.USD":"INVESCO GLOBAL EQUITY INCOME ADVANTAGE \"A\" (USD) ACC","TSLS":"1倍做空TSLA ETF-Direxion","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","LU2471134796.USD":"INVESCO GLOBAL EQUITY INCOME ADVANTAGE \"A\" (USD) INC","BK4574":"无人驾驶","LU0234572021.USD":"高盛美国核心股票组合Acc","LU0210536198.USD":"JPM US GROWTH \"A\" ACC","LU0820562030.AUD":"ALLIANZ INCOME AND GROWTH \"AMH2\" (AUDHDG) H2 INC","LU2750360641.GBP":"INVESCO GLOBAL EQUITY INCOME ADVANTAGE \"A\" (GBPHDG) INC","TSLR":"2倍做多TSLA ETF-GraniteShares","LU1861558580.USD":"日兴方舟颠覆性创新基金B","LU0345769631.USD":"NINETY ONE GSF GLOBAL EQUITY \"A\" (USD) INC","IE00B19Z9505.USD":"美盛-美国大盘成长股A Acc","SG9999015945.SGD":"LionGlobal Disruptive Innovation Fund A SGD","TSLQ":"2倍做空TSLA ETF-Tradr","LU2750360997.AUD":"INVESCO GLOBAL EQUITY INCOME ADVANTAGE \"A\" (AUDHDG) INC","LU2896262040.SGD":"JPM US GROWTH FUND \"A\" (SGD) ACC","BK4581":"高盛持仓","TSLZ":"2倍做空TSLA ETF-T-Rex","TSLA":"特斯拉","LU0345770308.USD":"NINETY ONE GSF GLOBAL STRATEGIC EQUITY \"A\" (USD) ACC","BK4511":"特斯拉概念","IE00BWXC8680.SGD":"PINEBRIDGE US LARGE CAP RESEARCH ENHANCED \"A5\" (SGD) ACC","LU0345770993.USD":"NINETY ONE GSF GLOBAL STRATEGIC EQUITY \"A\" (USD) INC","BK4534":"瑞士信贷持仓","LU1720051108.HKD":"ALLIANZ GLOBAL ARTIFICIAL INTELLIGENCE \"AT\" (HKD) ACC","BK4533":"AQR资本管理(全球第二大对冲基金)","LU0672654240.SGD":"FTIF - Franklin US Opportunities A Acc SGD-H1","LU1861215975.USD":"贝莱德新一代科技基金 A2","BK4555":"新能源车","BK4516":"特朗普概念","SG9999015952.SGD":"LIONGLOBAL DISRUPTIVE INNOVATION \"I\" (SGD) ACC","LU1429558221.USD":"Natixis Loomis Sayles US Growth Equity RA USD","LU1548497426.USD":"安联环球人工智能AT Acc","LU1861220033.SGD":"Blackrock Next Generation Technology A2 SGD-H","LU1435385759.SGD":"Natixis Loomis Sayles US Growth Equity RA SGD-H","LU2756315664.SGD":"ALLIANZ INCOME AND GROWTH \"AMI\" (SGDHDG) INC","BK4592":"伊斯兰概念","IE00BK4W5L77.USD":"HSBC GLOBAL FUNDS ICAV US EQUITY INDEX \"HC\" (USD) ACC","TESL":"Simplify Volt TSLA Revolution ETF","07766":"南方两倍做多特斯拉","LU1629891620.HKD":"ALLIANZ INCOME AND GROWTH \"AMG2\" (H2-HKD) INC","LU2326559502.SGD":"Natixis Loomis Sayles US Growth Equity P/A SGD-H","IE00BSNM7G36.USD":"NEUBERGER BERMAN SYSTEMATIC GLOBAL SUSTAINABLE VALUE \"A\" (USD) ACC","LU1778281490.HKD":"HSBC GIF GLOBAL LOWER CARBON EQUITY \"AD\" (HKD) INC","LU0053666078.USD":"摩根大通基金-美国股票A（离岸）美元","LU1551013425.SGD":"Allianz Income and Growth Cl AMg2 DIS H2-SGD","LU2360106780.USD":"BGF WORLD TECHNOLOGY \"A4\" (USD) INC","LU0082616367.USD":"摩根大通美国科技A（dist）","SG9999015986.USD":"LIONGLOBAL DISRUPTIVE INNOVATION \"I\" (USD) ACC","LU1066051225.USD":"HSBC GIF GLOBAL EQUITY VOLATILITY FOCUSED \"AC\" (USD) ACC","LU0077335932.USD":"FIDELITY AMERICAN GROWTH \"A\" INC","TSL":"1.25倍做多TSLA ETF-GraniteShares","BK4099":"汽车制造商","BK4585":"ETF&股票定投概念","LU2756315318.SGD":"ALLIANZ INCOME AND GROWTH \"AMG\" (SGDHDG) INC A","LU0348723411.USD":"ALLIANZ GLOBAL HI-TECH GROWTH \"A\" (USD) INC","LU2023250330.USD":"ALLIANZ INCOME AND GROWTH \"AMG\" (USD) INC","LU1720051017.SGD":"Allianz Global Artificial Intelligence AT Acc H2-SGD","LU0823411888.USD":"法巴消费创新基金 Cap","CRSH":"做空TSLA 期权收益策略ETF-YieldMax","TSLT":"2倍做多TSLA ETF-T-Rex","LU1066051811.HKD":"HSBC GIF GLOBAL EQUITY VOLATILITY FOCUSED \"AM2\" (HKD) INC"},"source_url":"https://wallstreetcn.com/articles/3765692","is_english":false,"share_image_url":"https://static.laohu8.com/e9f99090a1c2ed51c021029395664489","article_id":"2611154500","content_text":"特斯拉一直是“美股七巨头”中的异类，而其近期试图向人工智能转型的努力，反而进一步加剧了这种格格不入。尽管该标签主要基于股价表现，但随着基本面数据的恶化，特斯拉与Alphabet、微软和英伟达等科技巨头之间的差距正在迅速拉大。\n据彭博专栏作家Liam Denning分析，特斯拉估值的飙升在很大程度上掩盖了其基本面的疲软。尽管该股享有极高的远期市盈率，但这在很大程度上是因为盈利预期的下降，而非增长的驱动。在过去三年中，特斯拉是“七巨头”中唯一一家报告盈利实际下降的公司，这种估值倍数的扩张更多反映了股价与日益恶化的基本面之间日益严重的脱节。\n这种分化在现金流表现上尤为显著。随着特斯拉计划在2026年将资本支出增加一倍以上至约200亿美元，以支持其自动驾驶和机器人业务，公司自由现金流预计将自2018年以来首次转为负值。相比之下，Alphabet等同行即便在巨额支出的情况下，预计仍将在同年产生数百亿美元的自由现金流，凸显了两者在财务实力上的巨大鸿沟。\n面对资金消耗的加剧，特斯拉向投资者坦言可能需要“额外资金”。这也引发了市场对其首席执行官马斯克商业帝国重组的关注。随着特斯拉在这一精英集团中的地位日益受到质疑，马斯克可能更需要通过SpaceX等旗下其他业务的资本运作来寻求新的资金支持。\n估值虚高与基本面背离\n“美股七巨头”这一概念诞生于2023年，最初用于描述领涨标普500指数的七只股票。然而，这一标签在很大程度上已成为大型科技股的代名词，这使得特斯拉的入选显得颇为突兀。特斯拉的主营业务本质上是电动汽车及电池组的制造与销售，属于制造业范畴。相比之下，苹果虽然销售消费电子产品，亚马逊虽然拥有电商平台，但两者均被公认为盈利能力极强的信息技术巨头。\n尽管特斯拉在电动汽车设计和辅助驾驶系统方面拥有技术优势，但其更具科技色彩的业务——如Robotaxi（自动驾驶出租车）、人形机器人和芯片制造计划——目前更多处于研发阶段，而非成熟的商业业务。\n特斯拉之所以能跻身该行列，主要归因于其高昂的估值，但这恰恰也是其与其他成员最大的不同之处。据彭博数据，特斯拉的高远期市盈率更多反映了投资者对其转型的梦想，而非现实业绩。过去三年其估值倍数的扩张，有三分之二可以用盈利预期的下降来解释。作为该集团中唯一盈利下滑的成员，特斯拉的基本面支撑显得愈发薄弱。\n自由现金流不在同一量级\n现金流是衡量企业实力的真实指标，而在这一点上，特斯拉与其他六家巨头完全不在一个量级。过去五年中，特斯拉的自由现金流总计约为270亿美元。虽然亚马逊同期的自由现金流仅比特斯拉高出约50%，但这主要是因为亚马逊的资本支出规模是特斯拉的九倍。\n更为直观的对比是：除亚马逊外，“七巨头”中的每一位成员仅在过去一年创造的自由现金流，就远超特斯拉过去五年的总和。\n这种差距在未来几年可能会进一步扩大。特斯拉正试图重塑为自动驾驶和人工智能领域的领导者，其2026年的资本支出预算约为200亿美元。这笔支出将导致其自由现金流大幅转负。然而，这一预算规模仅为Alphabet预计支出的九分之一，且Alphabet在如此巨大的投入下，预计仍将在2026年产生340亿美元的自由现金流。这意味着，其他科技巨头完全可以用经营现金流覆盖其在AI领域的巨额赌注，而特斯拉则面临严峻的资金压力。\n利润率仅为同侪零头\n现金流的巨大差异折射出底层业务模式的不同。其他六家公司均可被视为各自领域的绝对主导者，拥有极高的护城河。特斯拉虽然是全球第二大电动汽车销售商，但在全球汽车总销量中的占比仅为1.8%。\n更为关键的是，特斯拉在电动汽车领域的高排名并未转化为高利润。据彭博观点分析，特斯拉的营业利润率目前不足5%。作为对比，其余六家巨头的营业利润率范围在11%（亚马逊，处于区间低端）到近60%（英伟达，处于区间高端）之间。这表明，试图以一家汽车制造公司为基础构建一个科技巨头，起点异常艰难。\n在人工智能和芯片领域的竞争中，特斯拉不仅要面对“七巨头”中其他成员的巨额预算，还要应对Alphabet旗下Waymo的竞争，后者刚筹集了160亿美元用于扩大Robotaxi运营。此外，Open AI据报道正以1万亿美元的估值寻求IPO，竞争环境极其激烈。\n资金压力与融资依赖\n这种财务背景为马斯克商业帝国的重组提供了注脚。特斯拉已告知投资者今年将消耗现金，并可能需要筹集资金。据彭博汇编的数据，利用公开股票市场融资已深植于特斯拉的基因之中，其历史上已进行过11次此类融资，这一次数几乎相当于其他六家巨头融资次数总和。\n与此同时，马斯克旗下的xAI据报道每月烧钱约10亿美元。SpaceX虽然去年实现了80亿美元的EBITDA（息税折旧摊销前利润），但这并未扣除其巨大的资本支出。此外，SpaceX近期还承担了xAI的融资压力。尽管特斯拉账面上拥有超过400亿美元现金，但持续的资金消耗以及可能涉及三家公司的合并传闻，可能会让看似镇定的投资者感到不安。\n在此背景下，SpaceX若能成功进行IPO并筹集数百亿美元新资金，对整个马斯克商业版图至关重要。鉴于特斯拉作为“第七巨头”的地位已岌岌可危，马斯克或许迫切需要打造出第八个巨头来支撑其雄心。","news_type":1,"symbols_score_info":{"TSLQ":0.6,"TSLR":0.6,"TSLI":0.6,"TSLW":0.6,"TSLG":0.6,"TSLP":0.6,"TSLS":0.6,"CRSH":0.6,"TSLO":0.6,"TSL":0.6,"TSYY":0.6,"07766":0.6,"TSLY":0.6,"TSLT":0.6,"TSDD":0.6,"TSLA":1.98,"TSII":0.6,"TESL":0.6,"TSLZ":0.6}},"isVote":1,"tweetType":1,"viewCount":371,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"CN","totalScore":0},{"id":531834060031464,"gmtCreate":1770863222581,"gmtModify":1770863225199,"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":"刹车失灵搞不动，就换一个思路继续黑","listText":"刹车失灵搞不动，就换一个思路继续黑","text":"刹车失灵搞不动，就换一个思路继续黑","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":2,"commentSize":0,"repostSize":0,"link":"https://laohu8.com/post/531834060031464","repostId":"2610799984","repostType":2,"repost":{"id":"2610799984","kind":"news","pubTimestamp":1770858060,"share":"https://www.laohu8.com/m/news/2610799984?lang=zh_CN&edition=full","pubTime":"2026-02-12 09:01","market":"us","language":"zh","title":"特斯拉国内频发断电故障引车主不满 官方回应态度遭质疑","url":"https://stock-news.laohu8.com/highlight/detail?id=2610799984","media":"太平洋科技","summary":"近日，特斯拉在国内接连发生多起行驶中突然断电的故障事件，引发车主强烈不满。多位车主反映车辆在高速行驶时突然失去动力，存在严重安全隐患。据悉，部分车主在向特斯拉售后反映问题时，仅得到简单检修处理，未获得官方正式道歉或问题说明。车主们对特斯拉处理问题的态度表示心寒，认为企业缺乏对消费者安全的基本重视。","content":"<html><body><article><p>近日，<a href=\"https://laohu8.com/S/TSLA\">特斯拉</a>在国内接连发生多起行驶中突然断电的故障事件，引发车主强烈不满。多位车主反映车辆在高速行驶时突然失去动力，存在严重安全隐患。</p><p>据悉，部分车主在向特斯拉售后反映问题时，仅得到简单检修处理，未获得官方正式道歉或问题说明。车主们对特斯拉处理问题的态度表示心寒，认为企业缺乏对消费者安全的基本重视。</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>特斯拉国内频发断电故障引车主不满 官方回应态度遭质疑</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特斯拉国内频发断电故障引车主不满 官方回应态度遭质疑\n</h2>\n\n<h4 class=\"meta\">\n\n\n2026-02-12 09:01 北京时间&nbsp;&nbsp;&nbsp;<a href=http://gu.qq.com/resources/shy/news/detail-v2/index.html#/?id=nesSN20260212092256a49a0db5&s=b><strong>太平洋科技</strong></a>\n\n\n</h4>\n\n</header>\n<article>\n<div>\n<p>近日，特斯拉在国内接连发生多起行驶中突然断电的故障事件，引发车主强烈不满。多位车主反映车辆在高速行驶时突然失去动力，存在严重安全隐患。据悉，部分车主在向特斯拉售后反映问题时，仅得到简单检修处理，未获得官方正式道歉或问题说明。车主们对特斯拉处理问题的态度表示心寒，认为企业缺乏对消费者安全的基本重视。</p>\n\n<a href=\"http://gu.qq.com/resources/shy/news/detail-v2/index.html#/?id=nesSN20260212092256a49a0db5&s=b\">网页链接</a>\n\n</div>\n\n\n</article>\n</div>\n</body>\n</html>\n","type":0,"thumbnail":"","relate_stocks":{"LU1551013425.SGD":"Allianz Income and Growth Cl AMg2 DIS H2-SGD","LU0082616367.USD":"摩根大通美国科技A（dist）","TSLI":"2倍做多TSLA ETF-ProShares","LU2360106780.USD":"BGF WORLD TECHNOLOGY \"A4\" (USD) INC","SG9999015986.USD":"LIONGLOBAL DISRUPTIVE INNOVATION \"I\" (USD) ACC","LU0077335932.USD":"FIDELITY AMERICAN GROWTH \"A\" INC","LU1066051225.USD":"HSBC GIF GLOBAL EQUITY VOLATILITY FOCUSED \"AC\" (USD) ACC","BK4099":"汽车制造商","LU2756315318.SGD":"ALLIANZ INCOME AND GROWTH \"AMG\" (SGDHDG) INC A","LU0348723411.USD":"ALLIANZ GLOBAL HI-TECH GROWTH \"A\" (USD) INC","LU2023250330.USD":"ALLIANZ INCOME AND GROWTH \"AMG\" (USD) INC","BK4585":"ETF&股票定投概念","TSLO":"2倍上限加速TSLA ETF-Leverage Shares","LU1720051017.SGD":"Allianz Global Artificial Intelligence AT Acc H2-SGD","BK4555":"新能源车","TSLP":"TSLA收益溢价策略ETF-Kurv","TSLQ":"2倍做空TSLA ETF-Tradr","LU0823411888.USD":"法巴消费创新基金 Cap","TSLR":"2倍做多TSLA ETF-GraniteShares","IE00BK4W5L77.USD":"HSBC GLOBAL FUNDS ICAV US EQUITY INDEX \"HC\" (USD) ACC","LU1066051811.HKD":"HSBC GIF GLOBAL EQUITY VOLATILITY FOCUSED \"AM2\" (HKD) INC","TSLS":"1倍做空TSLA ETF-Direxion","LU2462157665.USD":"ALLIANZ GLOBAL INCOME \"A\" (USD) INC","IE00BK4W5M84.HKD":"HSBC GLOBAL FUNDS ICAV US EQUITY INDEX \"HC\" (HKD) ACC","SG9999015978.USD":"利安颠覆性创新基金A","LU0964807845.USD":"ALLIANZ INCOME & GROWTH \"A\" (USD) INC","BK4550":"红杉资本持仓","BK4588":"碎股","LU2087621335.USD":"ALLSPRING GLOBAL FACTOR ENHANCED EQUITY \"A\" (USD) ACC","TSLT":"2倍做多TSLA ETF-T-Rex","LU1852331112.SGD":"Blackrock World Technology Fund A2 SGD-H","TSLW":"TSLA周配息ETF-Roundhill","LU2417539215.USD":"ALLIANZ GLOBAL INCOME \"AMF\" (USD) INC","BK4598":"佩洛西持仓","BK4551":"寇图资本持仓","TSLY":"TSLA期权收益策略ETF-YieldMax","LU2063271972.USD":"富兰克林创新领域基金","LU2108987350.USD":"UBS (LUX) EQUITY SICAV GLOBAL OPPORTUNITY SUSTAINABLE (USD) \"P\" (USD) ACC","TSLZ":"2倍做空TSLA ETF-T-Rex","LU2213496289.HKD":"ALLIANZ INCOME AND GROWTH \"AT\" (HKD) ACC","LU1066051498.USD":"HSBC GIF GLOBAL EQUITY VOLATILITY FOCUSED \"AM2\" (USD) INC","LU2290526834.HKD":"BGF NEXT GENERATION TECHNOLOGY \"A2\" (HKDHDG) ACC","LU1066053197.SGD":"HSBC GIF GLOBAL EQUITY VOLATILITY FOCUSED \"AM3\" (SGDHDG) INC","LU0820561909.HKD":"ALLIANZ INCOME AND GROWTH \"AM\" (HKD) INC","LU0198837287.USD":"UBS (LUX) EQUITY SICAV - USA GROWTH \"P\" (USD) ACC","LU0323591593.USD":"SCHRODER ISF QEP GLOBAL QUALITY \"A\" (USD) ACC","LU1267930730.SGD":"富兰克林美国机遇基金AS Acc SGD (CPF)","LU0109391861.USD":"富兰克林美国机遇基金A Acc","LU2357305700.SGD":"Allianz Global Artificial Intelligence ET H2-SGD","LU1366192091.USD":"ALLIANZ US EQUITY PLUS \"AM\" (USD) INC","IE0034235303.USD":"PINEBRIDGE US RESEARCH ENHANCED CORE EQUITY \"A\" (USD) ACC","IE00B19Z8W00.USD":"FTGF CLEARBRIDGE US LARGE CAP GROWTH \"A\" 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","LU0097036916.USD":"贝莱德美国增长A2 USD","IE00B1XK9C88.USD":"PINEBRIDGE US LARGE CAP RESEARCH ENHANCED \"A\" (USD) ACC","LU0466842654.USD":"HSBC ISLAMIC GLOBAL EQUITY INDEX \"A\" (USD) ACC","LU0689472784.USD":"安联收益及增长基金Cl AM AT Acc","LU2403377893.USD":"ALLIANZ SELECT INCOME AND GROWTH \"AM\" (USD) INC","IE00B1BXHZ80.USD":"Legg Mason ClearBridge - US Appreciation A Acc USD","LU2250418816.HKD":"BGF WORLD TECHNOLOGY \"A\" (HKD) ACC","TESL":"Simplify Volt TSLA Revolution ETF","BK4604":"机器人概念","LU2602419157.SGD":"HSBC ISLAMIC GLOBAL EQUITY INDEX \"AC\" (SGD) ACC","BK4527":"明星科技股","LU2360107168.USD":"BGF NEXT GENERATION TECHNOLOGY \"A4\" (USD) INC","LU1145028129.USD":"ALLIANZ INCOME AND GROWTH \"AQ\" (USD) INC","LU0719512351.SGD":"JPMorgan Funds - US Technology A (acc) SGD","LU1232071149.USD":"AZ FUND 1 GLOBAL GROWTH SELECTOR \"AAZ\" (USDHDG) ACC","LU2236285917.USD":"ALLIANZ GLOBAL INCOME \"AMG\" (USD) INC","CRSH":"做空TSLA 期权收益策略ETF-YieldMax","LU0320765059.SGD":"FTIF - Franklin US Opportunities A Acc SGD","LU1674673691.USD":"HSBC GIF GLOBAL LOWER CARBON EQUITY \"AD\" (USD) INC","IE00BJLML261.HKD":"HSBC GLOBAL EQUITY INDEX \"HCH\" (HKD) ACC","LU2249611893.SGD":"BNP PARIBAS ENERGY TRANSITION \"CRH\" (SGD) ACC","LU1914381329.SGD":"Allianz Best Styles Global Equity Cl ET Acc H2-SGD","LU2420271590.USD":"ALLIANZ SELECT INCOME AND GROWTH \"AT\" (USD) ACC","07766":"南方两倍做多特斯拉","LU0316494557.USD":"FRANKLIN GLOBAL FUNDAMENTAL STRATEGIES \"A\" ACC","LU0234570918.USD":"高盛全球核心股票组合Acc Close","LU1674673428.USD":"HSBC GIF GLOBAL LOWER CARBON EQUITY \"AC\" (USD) ACC","LU1839511570.USD":"WELLS FARGO GLOBAL FACTOR ENHANCED EQUITY \"I\" (USD) ACC","LU1861559042.SGD":"日兴方舟颠覆性创新基金B SGD","LU2456880835.USD":"ALLIANZ GLOBAL INCOME \"AT\" (USD) ACC","LU0820561818.USD":"安联收益及增长平衡基金Cl AM DIS","LU0708995401.HKD":"FRANKLIN U.S. OPPORTUNITIES \"A\" (HKD) ACC","LU2471134952.CNY":"INVESCO GLOBAL EQUITY INCOME ADVANTAGE \"A\" (CNYHDG) INC","LU1551013342.USD":"Allianz Income and Growth Cl AMg2 DIS USD","BK4612":"AI芯片","LU2471134879.HKD":"INVESCO GLOBAL EQUITY INCOME ADVANTAGE \"A\" (HKD) INC","TSLA":"特斯拉","LU2471134523.USD":"INVESCO GLOBAL EQUITY INCOME ADVANTAGE \"A\" (USD) ACC","IE00B19Z8X17.USD":"FTGF CLEARBRIDGE US LARGE CAP GROWTH  \"AG\" (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","LU2471134796.USD":"INVESCO GLOBAL EQUITY INCOME ADVANTAGE \"A\" (USD) INC","LU0234572021.USD":"高盛美国核心股票组合Acc","BK4574":"无人驾驶","LU2750360641.GBP":"INVESCO GLOBAL EQUITY INCOME ADVANTAGE \"A\" (GBPHDG) INC","LU0210536198.USD":"JPM US GROWTH \"A\" ACC","LU0820562030.AUD":"ALLIANZ INCOME AND GROWTH \"AMH2\" (AUDHDG) H2 INC","LU0345769631.USD":"NINETY ONE GSF GLOBAL EQUITY \"A\" (USD) INC","IE00B19Z9505.USD":"美盛-美国大盘成长股A Acc","LU1861558580.USD":"日兴方舟颠覆性创新基金B","SG9999015945.SGD":"LionGlobal Disruptive Innovation Fund A SGD","LU2750360997.AUD":"INVESCO GLOBAL EQUITY INCOME ADVANTAGE \"A\" (AUDHDG) INC","LU2896262040.SGD":"JPM US GROWTH FUND \"A\" (SGD) ACC","TSDD":"2倍做空TSLA ETF-GraniteShares","BK4581":"高盛持仓","TSYY":"收益增强TSLA ETF-GraniteShares","LU0345770308.USD":"NINETY ONE GSF GLOBAL STRATEGIC EQUITY \"A\" (USD) ACC","BK4543":"AI","LU0345770993.USD":"NINETY ONE GSF GLOBAL STRATEGIC EQUITY \"A\" (USD) INC","IE00BWXC8680.SGD":"PINEBRIDGE US LARGE CAP RESEARCH ENHANCED \"A5\" (SGD) ACC","BK4511":"特斯拉概念","BK4534":"瑞士信贷持仓","LU1720051108.HKD":"ALLIANZ GLOBAL ARTIFICIAL INTELLIGENCE \"AT\" (HKD) ACC","LU0672654240.SGD":"FTIF - Franklin US Opportunities A Acc SGD-H1","BK4533":"AQR资本管理(全球第二大对冲基金)","LU1861215975.USD":"贝莱德新一代科技基金 A2","LU1548497426.USD":"安联环球人工智能AT Acc","LU1429558221.USD":"Natixis Loomis Sayles US Growth Equity RA USD","SG9999015952.SGD":"LIONGLOBAL DISRUPTIVE INNOVATION \"I\" (SGD) ACC","LU1861220033.SGD":"Blackrock Next Generation Technology A2 SGD-H","BK4516":"特朗普概念","LU2756315664.SGD":"ALLIANZ INCOME AND GROWTH \"AMI\" (SGDHDG) INC","LU1435385759.SGD":"Natixis Loomis Sayles US Growth Equity RA SGD-H","BK4592":"伊斯兰概念","BK4548":"巴美列捷福持仓","LU2326559502.SGD":"Natixis Loomis Sayles US Growth Equity P/A SGD-H","LU1629891620.HKD":"ALLIANZ INCOME AND GROWTH \"AMG2\" (H2-HKD) INC","TSII":"REX TSLA Growth & Income ETF","IE00BSNM7G36.USD":"NEUBERGER BERMAN SYSTEMATIC GLOBAL SUSTAINABLE VALUE \"A\" (USD) ACC","TSL":"1.25倍做多TSLA ETF-GraniteShares","LU1778281490.HKD":"HSBC GIF GLOBAL LOWER CARBON EQUITY \"AD\" (HKD) INC","TSLG":"2倍做多TSLA ETF-Leverage Shares","LU0053666078.USD":"摩根大通基金-美国股票A（离岸）美元"},"source_url":"http://gu.qq.com/resources/shy/news/detail-v2/index.html#/?id=nesSN20260212092256a49a0db5&s=b","is_english":false,"share_image_url":"https://static.laohu8.com/9a95c1376e76363c1401fee7d3717173","article_id":"2610799984","content_text":"近日，特斯拉在国内接连发生多起行驶中突然断电的故障事件，引发车主强烈不满。多位车主反映车辆在高速行驶时突然失去动力，存在严重安全隐患。据悉，部分车主在向特斯拉售后反映问题时，仅得到简单检修处理，未获得官方正式道歉或问题说明。车主们对特斯拉处理问题的态度表示心寒，认为企业缺乏对消费者安全的基本重视。","news_type":1,"symbols_score_info":{"TSLS":0.6,"07766":0.6,"TSLW":0.6,"TSLR":0.6,"TSLG":0.6,"TSLZ":0.6,"TSLY":0.6,"TSII":0.6,"CRSH":0.6,"TESL":0.6,"TSLQ":0.6,"TSLT":0.6,"TSLA":1.95,"TSYY":0.6,"TSLI":0.6,"TSDD":0.6,"TSL":0.6,"TSLP":0.6,"TSLO":0.6}},"isVote":1,"tweetType":1,"viewCount":422,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"CN","totalScore":0},{"id":530918328481416,"gmtCreate":1770637820927,"gmtModify":1770640464040,"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":"当年不是说必然倒闭么？怎么做成万亿市值的公司了？","listText":"当年不是说必然倒闭么？怎么做成万亿市值的公司了？","text":"当年不是说必然倒闭么？怎么做成万亿市值的公司了？","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":4,"commentSize":0,"repostSize":0,"link":"https://laohu8.com/post/530918328481416","repostId":"2610615631","repostType":2,"repost":{"id":"2610615631","kind":"news","pubTimestamp":1770633910,"share":"https://www.laohu8.com/m/news/2610615631?lang=zh_CN&edition=full","pubTime":"2026-02-09 18:45","market":"us","language":"zh","title":"特斯拉的机器人革命也救不了它了？","url":"https://stock-news.laohu8.com/highlight/detail?id=2610615631","media":"美股研究社","summary":"期间，特斯拉一度暴跌约 40%。特斯拉许下的多项承诺，最终可能都不会像管理层宣传的那样实现。坦白说，感觉特斯拉才开始炒作机器人领域不到一年，但实际上，公司早在2021 年 8 月就开始提这个概念了。在当年的特斯拉 AI 日，马斯克公布了 “特斯拉机器人” 的构想。时至今日，特斯拉技术仍停留在L2 级辅助驾驶，远落后于 Waymo 的 L4 级自动驾驶。乍一看，这对特斯拉似乎是巨大机遇。而特斯拉 2025 年营收已达 948.3 亿美元。","content":"<html><body><article><img src=\"https://fid-75186.picgzc.qpic.cn/20260209185059078v206pghoh407lhe\"/><p>作者Daniel Jones，内容为转载编译，仅为呈现不同市场观点与研究视角，并不意味着本公众号对文中观点结论认可。</p><p>分析师对这家公司的负面看法，与管理层或整体野心无关，坦白说，分析师对它很多运营层面的做法其实是认可的。分析师坚定看好电动汽车市场，也尤其喜爱它的<strong>能源生产与储能业务</strong>。分析师对特斯拉的核心顾虑，真正集中在两点：</p><p>较小的问题在于，埃隆・马斯克的一系列决策给公司带来了诸多负面影响与包袱；<strong>更大的问题，则是估值</strong>。</p><p>长期以来分析师一直认为，这家公司股价被<strong>严重高估</strong>。事实上，早在 2024年 12月分析师就断言，特斯拉股东在2025年将会过得非常糟糕。期间，特斯拉一度暴跌约 40%。说实话，分析师当时认为它还会继续跌。但马斯克的 “炒作” 最终还是成功煽动了投资者情绪，把价格重新推高。需要明确的是，特斯拉<strong>表现依旧大幅跑输市场</strong>：</p><p>【如需和我们交流可扫码添加进社群】</p><p>· 自 2024 年 12 月左右至今，特斯拉股价基本<strong>零涨幅</strong>，而标普 500 同期上涨 16.6%；</p><p>· 自分析师今年 1 月左右以来，特斯拉下跌 6%，远差于标普 500 仅 0.9% 的跌幅。</p><p>这些都还远不及分析师预期未来终将发生的调整。但要出现那种调整，公司描绘的各种美好 “故事” 必须先破灭。</p><p>特斯拉许下的多项承诺，最终可能都不会像管理层宣传的那样实现。它的<strong>无人驾驶出租车（Robotaxi）野心基本是空谈</strong>，因为相比<a href=\"https://laohu8.com/S/GOOG\">谷歌</a>旗下的 Waymo 等行业头部玩家，特斯拉落后太多。而管理层最近新一轮炒作，转向了<strong>机器人业务</strong>。尽管分析师不否认这块存在一定增长机会，但分析师看不到任何情景，能让机器人业务的表现足以支撑当前估值，更别说推动特斯拉继续上涨。</p><img src=\"https://mmbiz.qpic.cn/mmbiz_png/dR7EpbvovdKBibR2JMaxUNVoEYIawaicLcPgia7DNCvbkZ2UW7icKia7iaEBYibLoBH9m2tvI6bkqbEh7NtGPic58BHcsA/640?wx_fmt=png&amp;from=appmsg\"/><p><strong>特斯拉的新故事难成气候</strong></p><p>时间过得真快。坦白说，感觉特斯拉才开始炒作机器人领域不到一年，但实际上，公司早在<strong>2021 年 8 月</strong>就开始提这个概念了。在当年的特斯拉 AI 日，马斯克公布了 “特斯拉机器人（<a href=\"https://laohu8.com/S/TSLA\">Tesla</a> Bot）” 的构想。这项技术在概念上很吸引人，因为它整合了此前从未大规模融合的多项技术：多摄像头视频神经网络、神经网络规划能力、自动标注技术等等。</p><p>一年多后，也就是 2022 年 9 月，首批原型机亮相。这本该是里程碑式的一步，却迅速引发争议。即便两年后，公司展示的机器人实际上仍需人类远程操控辅助。但随着时间推移，公司仍在推进研发。2023 年 12 月，<strong>Optimus（擎天柱）二代</strong>发布，行走更快、手部更灵活，甚至演示了抓取鸡蛋的动作。但即便如此也充满争议，不少人认为依旧使用了远程操控或脚本预设。</p><p>遗憾的是，尽管公司开始在工厂内让机器人执行分拣物品等简单任务，但<strong>没有一台机器人实现真正自主运行</strong>。事实上，在今年 1 月 2025 财年财报电话会议上，马斯克亲口承认，Optimus 机器人在公司任何工厂都<strong>没有从事 “有实际价值” 的工作</strong>。这与前几年的宣传完全相悖。</p><p>比如一年前，马斯克还宣称 2025 年公司将造出约 1 万台机器人，并坚信这些机器人能承担实用工作。但现实是，公司不得不收回此前说法：</p><p>“我们在 Optimus 项目上仍处于非常早期的阶段，仍在研发中。我们让 Optimus 在工厂做过一些基础任务，但随着新版本迭代，旧版本就被弃用了。它并未在工厂大规模实际使用，更多只是让机器人学习。大概率要到今年年底，才可能实现 Optimus 的大规模量产。”</p><p>特斯拉向来<strong>擅长画大饼、兑现乏力</strong>。2016 年，公司明确宣布向自动驾驶方向迈进；2019 年 4 月，马斯克甚至宣称 2020 年将有 100 万辆无人驾驶出租车上路。时至今日，特斯拉技术仍停留在<strong>L2 级辅助驾驶</strong>，远落后于 Waymo 的 L4 级自动驾驶。当然，两家公司路线不同：特斯拉坚持纯视觉方案，而 Waymo 等聚焦地理围栏及配套技术。但即便在这方面，特斯拉也在倒退：其在得州开展的试点项目使用了地理围栏，且不同程度依赖人工干预。</p><img src=\"https://fid-75186.picgzc.qpic.cn/20260209185136131v2066v0dhrcayrc\"/><p><strong>转型机器人，更像是 “病急乱投医”</strong></p><p>可想而知，分析师对 Optimus 项目持高度怀疑态度。尽管如此，公司仍在该领域大举行动。就在不久前，管理层宣布，将<strong>停止加州弗里蒙特工厂的 Model S 与 Model X 生产</strong>，把产能转为制造 Optimus 机器人。</p><p>而此时，公司核心业务本就已承压：汽车产量与交付量连续两年下滑，欧洲销量暴跌，美国市场面临通用、<a href=\"https://laohu8.com/S/F\">福特</a>等车企日益激烈的竞争。叠加马斯克极具争议的政治言论，同时得罪了美国左右两派选民，此时转向机器人业务，更像是<strong>核心业务大幅恶化前的最后挣扎</strong>。</p><p>这并不是说人形机器人没有巨大市场潜力。比如去年5月，<a href=\"https://laohu8.com/S/MS\">摩根士丹利</a>预测，到2050年全球人形机器人保有量或达10亿台，对应5万亿美元市场规模，其中约90%用于工业及商业场景，主要集中在中国。美国预计约 7770 万台，家庭保有量仅约 8000 万台。</p><p>乍一看，这对特斯拉似乎是巨大机遇。但即便忽略公司过往 “承诺多、兑现少” 的记录，分析师也不认为这是什么重大胜利。摩根士丹利预计，当前单台人形机器人成本约 20 万美元；随着技术进步，成本将逐步下降，2028 年降至 15 万美元，2050 年降至 5 万美元，部分国家甚至可低至 1.5 万美元。</p><p>这样的价格确实能带来可观收入，但对市值高达<strong>1.62 万亿美元</strong>的特斯拉而言，远远不够。马斯克曾将近万亿美元薪酬方案的一部分，与未来十年交付 100 万台机器人挂钩。即便按单台 20 万美元计算，10 年总收入也仅 2000 亿美元，平摊下来每年仅 200 亿美元。而特斯拉 2025 年营收已达 948.3 亿美元。即便假设机器人业务拥有 30% 利润率，在分析师看来极度乐观的情景下，十年累计利润也仅 600 亿美元。</p><p>对个人而言这是巨款，但<strong>完全无法支撑 1.62 万亿的市值</strong>，更何况电动汽车市场竞争只会愈发激烈，新玩家不断涌入，且美国政治环境对电动车技术也逐渐转向不友好。</p><img src=\"https://fid-75186.picgzc.qpic.cn/20260209185136635v206yq6tuk6751q\"/><p><strong>结论</strong></p><p>投资者寄予厚望的其他业务，也很难带来显著回报。分析师已经分析过，其无人驾驶出租车注定落后于行业真正领导者。此外，分析师也不认为完全自动驾驶（FSD）订阅业务有多重要。目前该服务月费 99 美元，2025 年底订阅用户增至 110 万，高于一年前的 80 万。公司目标是十年内增至 1000 万，对应年收入约 118.8 亿美元，且大部分为高<span>毛利</span>。但即便如此，要支撑如此高的估值，仍远远不够。</p><p>分析师真的不想总做泼冷水的人，但分析师的专业判断是：<strong>特斯拉目前是风险最高的投资标的之一</strong>。除了帕兰提尔（PLTR）至少还拥有明确的大额营收与现金流增长路径外，在所有市值超 1000 亿美元的公司中，特斯拉是<strong>定价最非理性的一只</strong>。</p><img src=\"https://fid-75186.picgzc.qpic.cn/20260209185137051v206kwjvctbmmc3\"/></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>特斯拉的机器人革命也救不了它了？</title>\n<style type=\"text/css\">\na,abbr,acronym,address,applet,article,aside,audio,b,big,blockquote,body,canvas,caption,center,cite,code,dd,del,details,dfn,div,dl,dt,\nem,embed,fieldset,figcaption,figure,footer,form,h1,h2,h3,h4,h5,h6,header,hgroup,html,i,iframe,img,ins,kbd,label,legend,li,mark,menu,nav,\nobject,ol,output,p,pre,q,ruby,s,samp,section,small,span,strike,strong,sub,summary,sup,table,tbody,td,tfoot,th,thead,time,tr,tt,u,ul,var,video{ font:inherit;margin:0;padding:0;vertical-align:baseline;border:0 }\nbody{ font-size:16px; line-height:1.5; color:#999; background:transparent; }\n.wrapper{ overflow:hidden;word-break:break-all;padding:10px; }\nh1,h2{ font-weight:normal; line-height:1.35; margin-bottom:.6em; }\nh3,h4,h5,h6{ line-height:1.35; margin-bottom:1em; }\nh1{ font-size:24px; }\nh2{ font-size:20px; }\nh3{ font-size:18px; }\nh4{ font-size:16px; }\nh5{ font-size:14px; }\nh6{ font-size:12px; }\np,ul,ol,blockquote,dl,table{ margin:1.2em 0; }\nul,ol{ margin-left:2em; }\nul{ list-style:disc; }\nol{ list-style:decimal; }\nli,li p{ margin:10px 0;}\nimg{ max-width:100%;display:block;margin:0 auto 1em; }\nblockquote{ color:#B5B2B1; border-left:3px solid #aaa; padding:1em; }\nstrong,b{font-weight:bold;}\nem,i{font-style:italic;}\ntable{ width:100%;border-collapse:collapse;border-spacing:1px;margin:1em 0;font-size:.9em; }\nth,td{ padding:5px;text-align:left;border:1px solid #aaa; }\nth{ font-weight:bold;background:#5d5d5d; }\n.symbol-link{font-weight:bold;}\n/* header{ border-bottom:1px solid #494756; } */\n.title{ margin:0 0 8px;line-height:1.3;color:#ddd; }\n.meta {color:#5e5c6d;font-size:13px;margin:0 0 .5em; }\na{text-decoration:none; color:#2a4b87;}\n.meta .head { display: inline-block; overflow: hidden}\n.head .h-thumb { width: 30px; height: 30px; margin: 0; padding: 0; border-radius: 50%; float: left;}\n.head .h-content { margin: 0; padding: 0 0 0 9px; float: left;}\n.head .h-name {font-size: 13px; color: #eee; margin: 0;}\n.head .h-time {font-size: 11px; color: #7E829C; margin: 0;line-height: 11px;}\n.small {font-size: 12.5px; display: inline-block; transform: scale(0.9); -webkit-transform: scale(0.9); transform-origin: left; -webkit-transform-origin: left;}\n.smaller {font-size: 12.5px; display: inline-block; transform: scale(0.8); -webkit-transform: scale(0.8); transform-origin: left; -webkit-transform-origin: left;}\n.bt-text {font-size: 12px;margin: 1.5em 0 0 0}\n.bt-text p {margin: 0}\n</style>\n</head>\n<body>\n<div class=\"wrapper\">\n<header>\n<h2 class=\"title\">\n特斯拉的机器人革命也救不了它了？\n</h2>\n\n<h4 class=\"meta\">\n\n\n2026-02-09 18:45 北京时间&nbsp;&nbsp;&nbsp;<a href=http://gu.qq.com/resources/shy/news/detail-v2/index.html#/?id=nesSN20260209185202a48ee2f0&s=b><strong>美股研究社</strong></a>\n\n\n</h4>\n\n</header>\n<article>\n<div>\n<p>作者Daniel Jones，内容为转载编译，仅为呈现不同市场观点与研究视角，并不意味着本公众号对文中观点结论认可。分析师对这家公司的负面看法，与管理层或整体野心无关，坦白说，分析师对它很多运营层面的做法其实是认可的。分析师坚定看好电动汽车市场，也尤其喜爱它的能源生产与储能业务。分析师对特斯拉的核心顾虑，真正集中在两点：较小的问题在于，埃隆・马斯克的一系列决策给公司带来了诸多负面影响与包袱；更大的...</p>\n\n<a href=\"http://gu.qq.com/resources/shy/news/detail-v2/index.html#/?id=nesSN20260209185202a48ee2f0&s=b\">网页链接</a>\n\n</div>\n\n\n</article>\n</div>\n</body>\n</html>\n","type":0,"thumbnail":"","relate_stocks":{"LU0320765059.SGD":"FTIF - Franklin US Opportunities A Acc SGD","LU1674673691.USD":"HSBC GIF GLOBAL LOWER CARBON EQUITY \"AD\" (USD) INC","IE00BJLML261.HKD":"HSBC GLOBAL EQUITY INDEX \"HCH\" (HKD) ACC","LU1914381329.SGD":"Allianz Best Styles Global Equity Cl ET Acc H2-SGD","LU2420271590.USD":"ALLIANZ SELECT INCOME AND GROWTH \"AT\" (USD) ACC","LU2249611893.SGD":"BNP PARIBAS ENERGY TRANSITION \"CRH\" (SGD) ACC","LU0316494557.USD":"FRANKLIN GLOBAL FUNDAMENTAL STRATEGIES \"A\" ACC","LU0234570918.USD":"高盛全球核心股票组合Acc Close","LU1674673428.USD":"HSBC GIF GLOBAL LOWER CARBON EQUITY \"AC\" (USD) ACC","LU1861559042.SGD":"日兴方舟颠覆性创新基金B SGD","LU1839511570.USD":"WELLS FARGO GLOBAL FACTOR ENHANCED EQUITY \"I\" (USD) ACC","LU1232071149.USD":"AZ FUND 1 GLOBAL GROWTH SELECTOR \"AAZ\" (USDHDG) ACC","LU0708995401.HKD":"FRANKLIN U.S. OPPORTUNITIES \"A\" (HKD) ACC","LU2456880835.USD":"ALLIANZ GLOBAL INCOME \"AT\" (USD) ACC","LU0820561818.USD":"安联收益及增长平衡基金Cl AM DIS","LU2471134952.CNY":"INVESCO GLOBAL EQUITY INCOME ADVANTAGE \"A\" (CNYHDG) INC","LU1551013342.USD":"Allianz Income and Growth Cl AMg2 DIS USD","LU2471134879.HKD":"INVESCO GLOBAL EQUITY INCOME ADVANTAGE \"A\" (HKD) INC","BK4612":"AI芯片","IE00B19Z8X17.USD":"FTGF CLEARBRIDGE US LARGE CAP GROWTH  \"AG\" (USD) ACC","LU2471134523.USD":"INVESCO GLOBAL EQUITY INCOME ADVANTAGE \"A\" (USD) ACC","LU0345769128.USD":"NINETY ONE GSF GLOBAL EQUITY \"A\" (USD) ACC","LU2471134796.USD":"INVESCO GLOBAL EQUITY INCOME ADVANTAGE \"A\" (USD) INC","LU0943347566.SGD":"安联收益及增长平衡基金AM H2-SGD","TSLA":"特斯拉","LU0234572021.USD":"高盛美国核心股票组合Acc","LU0820562030.AUD":"ALLIANZ INCOME AND GROWTH \"AMH2\" (AUDHDG) H2 INC","LU2750360641.GBP":"INVESCO GLOBAL EQUITY INCOME ADVANTAGE \"A\" (GBPHDG) INC","LU0210536198.USD":"JPM US GROWTH \"A\" ACC","BK4574":"无人驾驶","LU1861558580.USD":"日兴方舟颠覆性创新基金B","LU0345769631.USD":"NINETY ONE GSF GLOBAL EQUITY \"A\" (USD) INC","IE00B19Z9505.USD":"美盛-美国大盘成长股A Acc","LU2750360997.AUD":"INVESCO GLOBAL EQUITY INCOME ADVANTAGE \"A\" (AUDHDG) INC","SG9999015945.SGD":"LionGlobal Disruptive Innovation Fund A SGD","LU2896262040.SGD":"JPM US GROWTH FUND \"A\" (SGD) ACC","LU0345770308.USD":"NINETY ONE GSF GLOBAL STRATEGIC EQUITY \"A\" (USD) ACC","BK4581":"高盛持仓","BK4543":"AI","IE00BWXC8680.SGD":"PINEBRIDGE US LARGE CAP RESEARCH ENHANCED \"A5\" (SGD) ACC","LU0345770993.USD":"NINETY ONE GSF GLOBAL STRATEGIC EQUITY \"A\" (USD) INC","BK4511":"特斯拉概念","LU1720051108.HKD":"ALLIANZ GLOBAL ARTIFICIAL INTELLIGENCE \"AT\" (HKD) ACC","TSLY":"TSLA期权收益策略ETF-YieldMax","BK4534":"瑞士信贷持仓","LU0672654240.SGD":"FTIF - Franklin US Opportunities A Acc SGD-H1","LU1861215975.USD":"贝莱德新一代科技基金 A2","TSDD":"2倍做空TSLA ETF-GraniteShares","BK4533":"AQR资本管理(全球第二大对冲基金)","LU1548497426.USD":"安联环球人工智能AT Acc","LU1429558221.USD":"Natixis Loomis Sayles US Growth Equity RA USD","SG9999015952.SGD":"LIONGLOBAL DISRUPTIVE INNOVATION \"I\" (SGD) ACC","LU1861220033.SGD":"Blackrock Next Generation Technology A2 SGD-H","TSLP":"TSLA收益溢价策略ETF-Kurv","LU1435385759.SGD":"Natixis Loomis Sayles US Growth Equity RA SGD-H","LU2756315664.SGD":"ALLIANZ INCOME AND GROWTH \"AMI\" (SGDHDG) INC","BK4516":"特朗普概念","BK4592":"伊斯兰概念","TSLZ":"2倍做空TSLA ETF-T-Rex","LU2326559502.SGD":"Natixis Loomis Sayles US Growth Equity P/A SGD-H","LU1629891620.HKD":"ALLIANZ INCOME AND GROWTH \"AMG2\" (H2-HKD) INC","BK4548":"巴美列捷福持仓","IE00BSNM7G36.USD":"NEUBERGER BERMAN SYSTEMATIC GLOBAL SUSTAINABLE VALUE \"A\" (USD) ACC","TSLS":"1倍做空TSLA ETF-Direxion","LU1778281490.HKD":"HSBC GIF GLOBAL LOWER CARBON EQUITY \"AD\" (HKD) INC","TSYY":"收益增强TSLA ETF-GraniteShares","LU0053666078.USD":"摩根大通基金-美国股票A（离岸）美元","TSLW":"TSLA周配息ETF-Roundhill","LU2360106780.USD":"BGF WORLD TECHNOLOGY \"A4\" (USD) INC","LU1551013425.SGD":"Allianz Income and Growth Cl AMg2 DIS H2-SGD","LU0082616367.USD":"摩根大通美国科技A（dist）","LU0077335932.USD":"FIDELITY AMERICAN GROWTH \"A\" INC","LU1066051225.USD":"HSBC GIF GLOBAL EQUITY VOLATILITY FOCUSED \"AC\" (USD) ACC","SG9999015986.USD":"LIONGLOBAL DISRUPTIVE INNOVATION \"I\" (USD) ACC","LU2756315318.SGD":"ALLIANZ INCOME AND GROWTH \"AMG\" (SGDHDG) INC A","LU2023250330.USD":"ALLIANZ INCOME AND GROWTH \"AMG\" (USD) INC","LU0348723411.USD":"ALLIANZ GLOBAL HI-TECH GROWTH \"A\" (USD) INC","BK4099":"汽车制造商","BK4585":"ETF&股票定投概念","LU1720051017.SGD":"Allianz Global Artificial Intelligence AT Acc H2-SGD","BK4555":"新能源车","LU0823411888.USD":"法巴消费创新基金 Cap","CRSH":"做空TSLA 期权收益策略ETF-YieldMax","IE00BK4W5L77.USD":"HSBC GLOBAL FUNDS ICAV US EQUITY INDEX \"HC\" (USD) ACC","TESL":"Simplify Volt TSLA Revolution ETF","LU1066051811.HKD":"HSBC GIF GLOBAL EQUITY VOLATILITY FOCUSED \"AM2\" (HKD) INC","LU2462157665.USD":"ALLIANZ GLOBAL INCOME \"A\" (USD) INC","IE00BK4W5M84.HKD":"HSBC GLOBAL FUNDS ICAV US EQUITY INDEX \"HC\" (HKD) ACC","SG9999015978.USD":"利安颠覆性创新基金A","LU0964807845.USD":"ALLIANZ INCOME & GROWTH \"A\" (USD) INC","LU2087621335.USD":"ALLSPRING GLOBAL FACTOR ENHANCED EQUITY \"A\" (USD) ACC","BK4550":"红杉资本持仓","BK4588":"碎股","LU1852331112.SGD":"Blackrock World Technology Fund A2 SGD-H","LU2417539215.USD":"ALLIANZ GLOBAL INCOME \"AMF\" (USD) INC","BK4551":"寇图资本持仓","BK4598":"佩洛西持仓","LU2063271972.USD":"富兰克林创新领域基金","LU2108987350.USD":"UBS (LUX) EQUITY SICAV GLOBAL OPPORTUNITY SUSTAINABLE (USD) \"P\" (USD) ACC","TSLG":"2倍做多TSLA ETF-Leverage Shares","LU2213496289.HKD":"ALLIANZ INCOME AND GROWTH \"AT\" (HKD) ACC","LU2290526834.HKD":"BGF NEXT GENERATION TECHNOLOGY \"A2\" (HKDHDG) ACC","LU1066051498.USD":"HSBC GIF GLOBAL EQUITY VOLATILITY FOCUSED \"AM2\" (USD) INC","LU1066053197.SGD":"HSBC GIF GLOBAL EQUITY VOLATILITY FOCUSED \"AM3\" (SGDHDG) INC","LU0820561909.HKD":"ALLIANZ INCOME AND GROWTH \"AM\" (HKD) INC","LU0323591593.USD":"SCHRODER ISF QEP GLOBAL QUALITY \"A\" (USD) ACC","LU0198837287.USD":"UBS (LUX) EQUITY SICAV - USA GROWTH \"P\" (USD) ACC","LU0109391861.USD":"富兰克林美国机遇基金A Acc","LU1267930730.SGD":"富兰克林美国机遇基金AS Acc SGD (CPF)","LU2357305700.SGD":"Allianz Global Artificial Intelligence ET H2-SGD","07766":"南方两倍做多特斯拉","LU1366192091.USD":"ALLIANZ US EQUITY PLUS \"AM\" (USD) INC","TSL":"1.25倍做多TSLA ETF-GraniteShares","IE0034235303.USD":"PINEBRIDGE US RESEARCH ENHANCED CORE EQUITY \"A\" (USD) ACC","IE00B19Z8W00.USD":"FTGF CLEARBRIDGE US LARGE CAP GROWTH \"A\" INC","TSLT":"2倍做多TSLA ETF-T-Rex","TSLQ":"2倍做空TSLA ETF-Tradr","LU0823414478.USD":"法巴经典能源转换基金","LU0056508442.USD":"贝莱德世界科技基金A2","IE00B1XK9C88.USD":"PINEBRIDGE US LARGE CAP RESEARCH ENHANCED \"A\" (USD) ACC","LU0097036916.USD":"贝莱德美国增长A2 USD","LU0466842654.USD":"HSBC ISLAMIC GLOBAL EQUITY INDEX \"A\" (USD) ACC","LU0689472784.USD":"安联收益及增长基金Cl AM AT Acc","LU2403377893.USD":"ALLIANZ SELECT INCOME AND GROWTH \"AM\" (USD) INC","TSLI":"2倍做多TSLA ETF-ProShares","TSII":"REX TSLA Growth & Income ETF","IE00B1BXHZ80.USD":"Legg Mason ClearBridge - US Appreciation A Acc USD","LU2250418816.HKD":"BGF WORLD TECHNOLOGY \"A\" (HKD) ACC","TSLR":"2倍做多TSLA ETF-GraniteShares","LU2602419157.SGD":"HSBC ISLAMIC GLOBAL EQUITY INDEX \"AC\" (SGD) ACC","BK4604":"机器人概念","LU2360107168.USD":"BGF NEXT GENERATION TECHNOLOGY \"A4\" (USD) INC","LU0719512351.SGD":"JPMorgan Funds - US Technology A (acc) SGD","TSLO":"2倍上限加速TSLA ETF-Leverage Shares","LU1145028129.USD":"ALLIANZ INCOME AND GROWTH \"AQ\" (USD) INC","BK4527":"明星科技股","LU2236285917.USD":"ALLIANZ GLOBAL INCOME \"AMG\" (USD) INC"},"source_url":"http://gu.qq.com/resources/shy/news/detail-v2/index.html#/?id=nesSN20260209185202a48ee2f0&s=b","is_english":false,"share_image_url":"https://static.laohu8.com/9a95c1376e76363c1401fee7d3717173","article_id":"2610615631","content_text":"作者Daniel Jones，内容为转载编译，仅为呈现不同市场观点与研究视角，并不意味着本公众号对文中观点结论认可。分析师对这家公司的负面看法，与管理层或整体野心无关，坦白说，分析师对它很多运营层面的做法其实是认可的。分析师坚定看好电动汽车市场，也尤其喜爱它的能源生产与储能业务。分析师对特斯拉的核心顾虑，真正集中在两点：较小的问题在于，埃隆・马斯克的一系列决策给公司带来了诸多负面影响与包袱；更大的问题，则是估值。长期以来分析师一直认为，这家公司股价被严重高估。事实上，早在 2024年 12月分析师就断言，特斯拉股东在2025年将会过得非常糟糕。期间，特斯拉一度暴跌约 40%。说实话，分析师当时认为它还会继续跌。但马斯克的 “炒作” 最终还是成功煽动了投资者情绪，把价格重新推高。需要明确的是，特斯拉表现依旧大幅跑输市场：【如需和我们交流可扫码添加进社群】· 自 2024 年 12 月左右至今，特斯拉股价基本零涨幅，而标普 500 同期上涨 16.6%；· 自分析师今年 1 月左右以来，特斯拉下跌 6%，远差于标普 500 仅 0.9% 的跌幅。这些都还远不及分析师预期未来终将发生的调整。但要出现那种调整，公司描绘的各种美好 “故事” 必须先破灭。特斯拉许下的多项承诺，最终可能都不会像管理层宣传的那样实现。它的无人驾驶出租车（Robotaxi）野心基本是空谈，因为相比谷歌旗下的 Waymo 等行业头部玩家，特斯拉落后太多。而管理层最近新一轮炒作，转向了机器人业务。尽管分析师不否认这块存在一定增长机会，但分析师看不到任何情景，能让机器人业务的表现足以支撑当前估值，更别说推动特斯拉继续上涨。特斯拉的新故事难成气候时间过得真快。坦白说，感觉特斯拉才开始炒作机器人领域不到一年，但实际上，公司早在2021 年 8 月就开始提这个概念了。在当年的特斯拉 AI 日，马斯克公布了 “特斯拉机器人（Tesla Bot）” 的构想。这项技术在概念上很吸引人，因为它整合了此前从未大规模融合的多项技术：多摄像头视频神经网络、神经网络规划能力、自动标注技术等等。一年多后，也就是 2022 年 9 月，首批原型机亮相。这本该是里程碑式的一步，却迅速引发争议。即便两年后，公司展示的机器人实际上仍需人类远程操控辅助。但随着时间推移，公司仍在推进研发。2023 年 12 月，Optimus（擎天柱）二代发布，行走更快、手部更灵活，甚至演示了抓取鸡蛋的动作。但即便如此也充满争议，不少人认为依旧使用了远程操控或脚本预设。遗憾的是，尽管公司开始在工厂内让机器人执行分拣物品等简单任务，但没有一台机器人实现真正自主运行。事实上，在今年 1 月 2025 财年财报电话会议上，马斯克亲口承认，Optimus 机器人在公司任何工厂都没有从事 “有实际价值” 的工作。这与前几年的宣传完全相悖。比如一年前，马斯克还宣称 2025 年公司将造出约 1 万台机器人，并坚信这些机器人能承担实用工作。但现实是，公司不得不收回此前说法：“我们在 Optimus 项目上仍处于非常早期的阶段，仍在研发中。我们让 Optimus 在工厂做过一些基础任务，但随着新版本迭代，旧版本就被弃用了。它并未在工厂大规模实际使用，更多只是让机器人学习。大概率要到今年年底，才可能实现 Optimus 的大规模量产。”特斯拉向来擅长画大饼、兑现乏力。2016 年，公司明确宣布向自动驾驶方向迈进；2019 年 4 月，马斯克甚至宣称 2020 年将有 100 万辆无人驾驶出租车上路。时至今日，特斯拉技术仍停留在L2 级辅助驾驶，远落后于 Waymo 的 L4 级自动驾驶。当然，两家公司路线不同：特斯拉坚持纯视觉方案，而 Waymo 等聚焦地理围栏及配套技术。但即便在这方面，特斯拉也在倒退：其在得州开展的试点项目使用了地理围栏，且不同程度依赖人工干预。转型机器人，更像是 “病急乱投医”可想而知，分析师对 Optimus 项目持高度怀疑态度。尽管如此，公司仍在该领域大举行动。就在不久前，管理层宣布，将停止加州弗里蒙特工厂的 Model S 与 Model X 生产，把产能转为制造 Optimus 机器人。而此时，公司核心业务本就已承压：汽车产量与交付量连续两年下滑，欧洲销量暴跌，美国市场面临通用、福特等车企日益激烈的竞争。叠加马斯克极具争议的政治言论，同时得罪了美国左右两派选民，此时转向机器人业务，更像是核心业务大幅恶化前的最后挣扎。这并不是说人形机器人没有巨大市场潜力。比如去年5月，摩根士丹利预测，到2050年全球人形机器人保有量或达10亿台，对应5万亿美元市场规模，其中约90%用于工业及商业场景，主要集中在中国。美国预计约 7770 万台，家庭保有量仅约 8000 万台。乍一看，这对特斯拉似乎是巨大机遇。但即便忽略公司过往 “承诺多、兑现少” 的记录，分析师也不认为这是什么重大胜利。摩根士丹利预计，当前单台人形机器人成本约 20 万美元；随着技术进步，成本将逐步下降，2028 年降至 15 万美元，2050 年降至 5 万美元，部分国家甚至可低至 1.5 万美元。这样的价格确实能带来可观收入，但对市值高达1.62 万亿美元的特斯拉而言，远远不够。马斯克曾将近万亿美元薪酬方案的一部分，与未来十年交付 100 万台机器人挂钩。即便按单台 20 万美元计算，10 年总收入也仅 2000 亿美元，平摊下来每年仅 200 亿美元。而特斯拉 2025 年营收已达 948.3 亿美元。即便假设机器人业务拥有 30% 利润率，在分析师看来极度乐观的情景下，十年累计利润也仅 600 亿美元。对个人而言这是巨款，但完全无法支撑 1.62 万亿的市值，更何况电动汽车市场竞争只会愈发激烈，新玩家不断涌入，且美国政治环境对电动车技术也逐渐转向不友好。结论投资者寄予厚望的其他业务，也很难带来显著回报。分析师已经分析过，其无人驾驶出租车注定落后于行业真正领导者。此外，分析师也不认为完全自动驾驶（FSD）订阅业务有多重要。目前该服务月费 99 美元，2025 年底订阅用户增至 110 万，高于一年前的 80 万。公司目标是十年内增至 1000 万，对应年收入约 118.8 亿美元，且大部分为高毛利。但即便如此，要支撑如此高的估值，仍远远不够。分析师真的不想总做泼冷水的人，但分析师的专业判断是：特斯拉目前是风险最高的投资标的之一。除了帕兰提尔（PLTR）至少还拥有明确的大额营收与现金流增长路径外，在所有市值超 1000 亿美元的公司中，特斯拉是定价最非理性的一只。","news_type":1,"symbols_score_info":{"TSLT":0.6,"TSLR":0.6,"TSLG":0.6,"TSII":0.6,"07766":0.6,"TSYY":0.6,"TSLS":0.6,"TSLP":0.6,"TSLZ":0.6,"TSLA":1.98,"TSLO":0.6,"TSL":0.6,"TSLW":0.6,"TESL":0.6,"TSLY":0.6,"TSLI":0.6,"CRSH":0.6,"TSDD":0.6,"TSLQ":0.6}},"isVote":1,"tweetType":1,"viewCount":549,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"CN","totalScore":0},{"id":529102713365648,"gmtCreate":1770211515808,"gmtModify":1770211519298,"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":"FSD不能落地，是东大的损失","listText":"FSD不能落地，是东大的损失","text":"FSD不能落地，是东大的损失","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":1,"commentSize":0,"repostSize":0,"link":"https://laohu8.com/post/529102713365648","isVote":1,"tweetType":1,"viewCount":477,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"CN","totalScore":0},{"id":527439463555112,"gmtCreate":1769790288299,"gmtModify":1769790291122,"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":"三个在亏钱的空头表示很气愤，并骂了一句骗人[贱笑]&nbsp; [贱笑]&nbsp; [贱笑]&nbsp;&nbsp;","listText":"三个在亏钱的空头表示很气愤，并骂了一句骗人[贱笑]&nbsp; [贱笑]&nbsp; [贱笑]&nbsp;&nbsp;","text":"三个在亏钱的空头表示很气愤，并骂了一句骗人[贱笑] [贱笑] [贱笑]","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":2,"commentSize":0,"repostSize":0,"link":"https://laohu8.com/post/527439463555112","repostId":"2607043586","repostType":2,"repost":{"id":"2607043586","kind":"news","pubTimestamp":1769777928,"share":"https://www.laohu8.com/m/news/2607043586?lang=zh_CN&edition=full","pubTime":"2026-01-30 20:58","market":"us","language":"zh","title":"马斯克：特斯拉Optimus进行产能爬坡，将建设年产1000万台的产线","url":"https://stock-news.laohu8.com/highlight/detail?id=2607043586","media":"IT之家","summary":"建设一条年产 1000 万台的产线。","content":"<html><head></head><body><p>1月30日周五， <a href=\"https://laohu8.com/S/TSLA\">特斯拉</a> 盘中“逆市”拉升涨超4%。知情人士透露，在今年上市之前，马斯克旗下SpaceX和xAI正在商讨合并事宜，此次合并将把马斯克的火箭、星链卫星、X社交媒体平台以及Grok人工智能聊天机器人整合到一起。</p><p>此外，外媒综合马斯克的近期发言，介绍了特斯拉 Optimus 4 机器人的生产布局。</p><p></p><p class=\"t-img-caption\"><img src=\"https://static.tigerbbs.com/f016bb79060f9bc6ed0d5e22a1e4a58d\" title=\"\" tg-width=\"560\" tg-height=\"240\"/></p><p>具体来说，特斯拉 Optimus 机器人首条产线将设在加州弗里蒙特工厂，该产线将具备年产 100 万台人形机器人的能力。后续公司将在得州超级工厂进行产能爬坡，建设一条年产 1000 万台的产线。</p><p class=\"t-img-caption\"><img src=\"https://static.tigerbbs.com/88bdfbe1d878ff7e3c782f894f056fc1\" title=\"\" tg-width=\"1440\" tg-height=\"793\"/></p><p>不过，考虑到民众适应机器人需要一段时间，因此马斯克认为“Optimus 初期的产量提升会相对谨慎”，但其依然坚信这款人形机器人最终可能对社会和经济产生深远影响。</p><p>Optimus 本质上会是一款通用型机器人，能够通过观察人类行为来学习。你可以示范一个任务、口头描述一个任务，甚至给它看一段视频，它都能学会去完成。这将是一款能力非常强的机器人。从长期来看，我认为 Optimus 会对美国 GDP 产生非常显著的影响。</p></body></html>","source":"ithome","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：特斯拉Optimus进行产能爬坡，将建设年产1000万台的产线</title>\n<style type=\"text/css\">\na,abbr,acronym,address,applet,article,aside,audio,b,big,blockquote,body,canvas,caption,center,cite,code,dd,del,details,dfn,div,dl,dt,\nem,embed,fieldset,figcaption,figure,footer,form,h1,h2,h3,h4,h5,h6,header,hgroup,html,i,iframe,img,ins,kbd,label,legend,li,mark,menu,nav,\nobject,ol,output,p,pre,q,ruby,s,samp,section,small,span,strike,strong,sub,summary,sup,table,tbody,td,tfoot,th,thead,time,tr,tt,u,ul,var,video{ font:inherit;margin:0;padding:0;vertical-align:baseline;border:0 }\nbody{ font-size:16px; line-height:1.5; color:#999; background:transparent; }\n.wrapper{ overflow:hidden;word-break:break-all;padding:10px; }\nh1,h2{ font-weight:normal; line-height:1.35; margin-bottom:.6em; }\nh3,h4,h5,h6{ line-height:1.35; margin-bottom:1em; }\nh1{ font-size:24px; }\nh2{ font-size:20px; }\nh3{ font-size:18px; }\nh4{ font-size:16px; }\nh5{ font-size:14px; }\nh6{ font-size:12px; }\np,ul,ol,blockquote,dl,table{ margin:1.2em 0; }\nul,ol{ margin-left:2em; }\nul{ list-style:disc; }\nol{ list-style:decimal; }\nli,li p{ margin:10px 0;}\nimg{ max-width:100%;display:block;margin:0 auto 1em; }\nblockquote{ color:#B5B2B1; border-left:3px solid #aaa; padding:1em; }\nstrong,b{font-weight:bold;}\nem,i{font-style:italic;}\ntable{ width:100%;border-collapse:collapse;border-spacing:1px;margin:1em 0;font-size:.9em; }\nth,td{ padding:5px;text-align:left;border:1px solid #aaa; }\nth{ font-weight:bold;background:#5d5d5d; }\n.symbol-link{font-weight:bold;}\n/* header{ border-bottom:1px solid #494756; } */\n.title{ margin:0 0 8px;line-height:1.3;color:#ddd; }\n.meta {color:#5e5c6d;font-size:13px;margin:0 0 .5em; }\na{text-decoration:none; color:#2a4b87;}\n.meta .head { display: inline-block; overflow: hidden}\n.head .h-thumb { width: 30px; height: 30px; margin: 0; padding: 0; border-radius: 50%; float: left;}\n.head .h-content { margin: 0; padding: 0 0 0 9px; float: left;}\n.head .h-name {font-size: 13px; color: #eee; margin: 0;}\n.head .h-time {font-size: 11px; color: #7E829C; margin: 0;line-height: 11px;}\n.small {font-size: 12.5px; display: inline-block; transform: scale(0.9); -webkit-transform: scale(0.9); transform-origin: left; -webkit-transform-origin: left;}\n.smaller {font-size: 12.5px; display: inline-block; transform: scale(0.8); -webkit-transform: scale(0.8); transform-origin: left; -webkit-transform-origin: left;}\n.bt-text {font-size: 12px;margin: 1.5em 0 0 0}\n.bt-text p {margin: 0}\n</style>\n</head>\n<body>\n<div class=\"wrapper\">\n<header>\n<h2 class=\"title\">\n马斯克：特斯拉Optimus进行产能爬坡，将建设年产1000万台的产线\n</h2>\n\n<h4 class=\"meta\">\n\n\n2026-01-30 20:58 北京时间&nbsp;&nbsp;&nbsp;<a href=https://www.ithome.com/0/917/980.htm><strong>IT之家</strong></a>\n\n\n</h4>\n\n</header>\n<article>\n<div>\n<p>1月30日周五， 特斯拉 盘中“逆市”拉升涨超4%。知情人士透露，在今年上市之前，马斯克旗下SpaceX和xAI正在商讨合并事宜，此次合并将把马斯克的火箭、星链卫星、X社交媒体平台以及Grok人工智能聊天机器人整合到一起。此外，外媒综合马斯克的近期发言，介绍了特斯拉 Optimus 4 机器人的生产布局。具体来说，特斯拉 Optimus 机器人首条产线将设在加州弗里蒙特工厂，该产线将具备年产 ...</p>\n\n<a href=\"https://www.ithome.com/0/917/980.htm\">网页链接</a>\n\n</div>\n\n\n</article>\n</div>\n</body>\n</html>\n","type":0,"thumbnail":"https://static.tigerbbs.com/9753361e4f73430b74709d4b04b8819f","relate_stocks":{"TSLA":"特斯拉"},"source_url":"https://www.ithome.com/0/917/980.htm","is_english":false,"share_image_url":"https://static.laohu8.com/e9f99090a1c2ed51c021029395664489","article_id":"2607043586","content_text":"1月30日周五， 特斯拉 盘中“逆市”拉升涨超4%。知情人士透露，在今年上市之前，马斯克旗下SpaceX和xAI正在商讨合并事宜，此次合并将把马斯克的火箭、星链卫星、X社交媒体平台以及Grok人工智能聊天机器人整合到一起。此外，外媒综合马斯克的近期发言，介绍了特斯拉 Optimus 4 机器人的生产布局。具体来说，特斯拉 Optimus 机器人首条产线将设在加州弗里蒙特工厂，该产线将具备年产 100 万台人形机器人的能力。后续公司将在得州超级工厂进行产能爬坡，建设一条年产 1000 万台的产线。不过，考虑到民众适应机器人需要一段时间，因此马斯克认为“Optimus 初期的产量提升会相对谨慎”，但其依然坚信这款人形机器人最终可能对社会和经济产生深远影响。Optimus 本质上会是一款通用型机器人，能够通过观察人类行为来学习。你可以示范一个任务、口头描述一个任务，甚至给它看一段视频，它都能学会去完成。这将是一款能力非常强的机器人。从长期来看，我认为 Optimus 会对美国 GDP 产生非常显著的影响。","news_type":1,"symbols_score_info":{"TSLA":2}},"isVote":1,"tweetType":1,"viewCount":566,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"CN","totalScore":0},{"id":526472879452944,"gmtCreate":1769561128240,"gmtModify":1769561130842,"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":"准备准备，可以离职了","listText":"准备准备，可以离职了","text":"准备准备，可以离职了","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":1,"commentSize":0,"repostSize":0,"link":"https://laohu8.com/post/526472879452944","repostId":"2606756480","repostType":2,"repost":{"id":"2606756480","kind":"news","pubTimestamp":1769552873,"share":"https://www.laohu8.com/m/news/2606756480?lang=zh_CN&edition=full","pubTime":"2026-01-28 06:27","market":"us","language":"zh","title":"10项功能！特斯拉春节OTA大更新曝光：语音唤醒、酷狗音乐、微信互联都来了","url":"https://stock-news.laohu8.com/highlight/detail?id=2606756480","media":"model 3情报","summary":"看来，大家期待的语音唤醒、酷狗音乐都真快要来了，应该是 Model S3XY 都有。昨天大家也已经有看到网上流传的 OTA 截图了吧，最顶上显示就是酷狗音乐，一些人还认为是 P 的。但就在深夜又有新分享能看到更全面的发行说明了，而且是视频展示，有水印可以基本确定是特斯拉员工车辆上的。共计有 10 项功能，这应该算是今年春节 OTA 大更新内容提前曝光没得跑了。不过，到时候正式推送时的车机软件版本号应该是 2026 开头了。","content":"<html><body><p>看来，大家期待的语音唤醒（嘿，<a href=\"https://laohu8.com/S/TSLA\">特斯拉</a>）、酷狗音乐都真快要来了，应该是 Model S3XY 都有。</p><p><img src=\"https://x0.ifengimg.com/ucms/2026_05/556C9B66E877EFDBF39AE5F422E2A7F277A47F34_size50_w1080_h459.jpg\"/></p><p>昨天大家也已经有看到网上流传的 OTA 截图了吧，最顶上显示就是酷狗音乐，一些人还认为是 P 的。</p><p>但就在深夜又有新分享能看到更全面的发行说明了，而且是视频展示，有水印可以基本确定是特斯拉员工车辆上的。</p><p><img src=\"https://x0.ifengimg.com/ucms/2026_05/174059F255D655C2059BFCD9BA5489E7F116C256_size295_w580_h699.png\"/></p><p>带来了不少更新内容，如“自动化”应用程序，也就是说可以把不同日常用车当中的一些习惯，都可以创建成你个人的记忆了。</p><p><img src=\"https://x0.ifengimg.com/ucms/2026_05/36B88EAA07F6488BCCAFCAC8E5A116BE0F099042_size145_w574_h557.png\"/></p><p>现在微信也可以互联了，点击导航搜索➡️手机➡️激活按钮启动服务，根据引导在手机端激活服务后，即可将微信里的地址直接发送到您的车辆上（需要有高级车载娱乐服务包）。</p><p><img src=\"https://x0.ifengimg.com/ucms/2026_05/51768702AE243E45C4E05FEADD9A436999561139_size127_w490_h388.png\"/></p><p>这里小编就不一一放各功能介绍图片了，除上述提到外大概说一下还有行车记录仪动态录制时长、QQ 音乐伴唱模式、歌词视觉焕新、超级充电站聚合显示、喷漆车间、附近停车。</p><p><img src=\"https://x0.ifengimg.com/ucms/2026_05/C824E85695F737CAF7B1B868957FBEF1D72554B5_size237_w578_h659.png\"/></p><p>共计有 10 项功能，这应该算是今年春节 OTA 大更新内容提前曝光没得跑了。</p><p>不过，到时候正式推送时的车机软件版本号应该是 2026 开头了。</p><p>那么，以上这些更新哪几项是特友们比较期待的？来简单聊一聊！</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>10项功能！特斯拉春节OTA大更新曝光：语音唤醒、酷狗音乐、微信互联都来了</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; }\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\">\n10项功能！特斯拉春节OTA大更新曝光：语音唤醒、酷狗音乐、微信互联都来了\n</h2>\n\n<h4 class=\"meta\">\n\n\n2026-01-28 06:27 北京时间&nbsp;&nbsp;&nbsp;<a href=https://tech.ifeng.com/c/8qH1EOxCcsq><strong>model 3情报</strong></a>\n\n\n</h4>\n\n</header>\n<article>\n<div>\n<p>看来，大家期待的语音唤醒（嘿，特斯拉）、酷狗音乐都真快要来了，应该是 Model S3XY 都有。昨天大家也已经有看到网上流传的 OTA 截图了吧，最顶上显示就是酷狗音乐，一些人还认为是 P 的。但就在深夜又有新分享能看到更全面的发行说明了，而且是视频展示，有水印可以基本确定是特斯拉员工车辆上的。带来了不少更新内容，如“自动化”应用程序，也就是说可以把不同日常用车当中的一些习惯，都可以创建成你个人...</p>\n\n<a href=\"https://tech.ifeng.com/c/8qH1EOxCcsq\">网页链接</a>\n\n</div>\n\n\n</article>\n</div>\n</body>\n</html>\n","type":0,"thumbnail":"","relate_stocks":{"BK4535":"淡马锡持仓","LU0082616367.USD":"摩根大通美国科技A（dist）","LU2360106780.USD":"BGF WORLD TECHNOLOGY \"A4\" (USD) INC","LU1551013425.SGD":"Allianz Income and Growth Cl AMg2 DIS H2-SGD","BK4592":"伊斯兰概念","TSLA":"特斯拉","SG9999015986.USD":"LIONGLOBAL DISRUPTIVE INNOVATION \"I\" (USD) ACC","LU0077335932.USD":"FIDELITY AMERICAN GROWTH \"A\" INC","LU1066051225.USD":"HSBC GIF GLOBAL EQUITY VOLATILITY FOCUSED \"AC\" (USD) ACC","LU2756315318.SGD":"ALLIANZ INCOME AND GROWTH \"AMG\" (SGDHDG) INC A","LU0348723411.USD":"ALLIANZ GLOBAL HI-TECH GROWTH \"A\" (USD) INC","LU2023250330.USD":"ALLIANZ INCOME AND GROWTH \"AMG\" (USD) INC","TESL":"Simplify Volt TSLA Revolution ETF","LU0828238088.HKD":"SCHRODER ISF GLBL EMGNG MKT OPPS \"A\" (HKD) ACC","LU1023057109.AUD":"BGF CHINA \"A2\" (AUDHDG) ACC","BK4548":"巴美列捷福持仓","LU1720051017.SGD":"Allianz Global Artificial Intelligence AT Acc H2-SGD","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","TSDD":"2倍做空TSLA ETF-GraniteShares","LU2462157665.USD":"ALLIANZ GLOBAL INCOME \"A\" (USD) INC","IE00BK4W5M84.HKD":"HSBC GLOBAL FUNDS ICAV US EQUITY INDEX \"HC\" (HKD) ACC","LU0964807845.USD":"ALLIANZ INCOME & GROWTH \"A\" (USD) INC","SG9999015978.USD":"利安颠覆性创新基金A","BK4099":"汽车制造商","07766":"南方两倍做多特斯拉","LU2087621335.USD":"ALLSPRING GLOBAL FACTOR ENHANCED EQUITY \"A\" (USD) ACC","LU0053666078.USD":"摩根大通基金-美国股票A（离岸）美元","BK4585":"ETF&股票定投概念","LU1852331112.SGD":"Blackrock World Technology Fund A2 SGD-H","IE00BYQNZ168.SGD":"PINEBRIDGE ASIA EX JAPAN SMALL CAP EQUITY \"A5CP\" (SGD) ACC","LU2417539215.USD":"ALLIANZ GLOBAL INCOME \"AMF\" (USD) INC","BK4555":"新能源车","LU2063271972.USD":"富兰克林创新领域基金","LU2108987350.USD":"UBS (LUX) EQUITY SICAV GLOBAL OPPORTUNITY SUSTAINABLE (USD) \"P\" (USD) ACC","LU2213496289.HKD":"ALLIANZ INCOME AND GROWTH \"AT\" (HKD) ACC","LU1066051498.USD":"HSBC GIF GLOBAL EQUITY VOLATILITY FOCUSED \"AM2\" (USD) INC","LU2290526834.HKD":"BGF NEXT GENERATION TECHNOLOGY \"A2\" (HKDHDG) ACC","LU0359202008.SGD":"Blackrock China Fund A2 SGD-H","LU1066053197.SGD":"HSBC GIF GLOBAL EQUITY VOLATILITY FOCUSED \"AM3\" (SGDHDG) INC","BK4588":"碎股","BK4550":"红杉资本持仓","BK4108":"电影和娱乐","BK4552":"Archegos爆仓风波概念","LU0323591593.USD":"SCHRODER ISF QEP GLOBAL QUALITY \"A\" (USD) ACC","BK4565":"NFT概念","LU0820561909.HKD":"ALLIANZ INCOME AND GROWTH \"AM\" (HKD) INC","LU0198837287.USD":"UBS (LUX) EQUITY SICAV - USA GROWTH \"P\" (USD) ACC","LU1267930730.SGD":"富兰克林美国机遇基金AS Acc SGD (CPF)","LU0109391861.USD":"富兰克林美国机遇基金A Acc","TSYY":"收益增强TSLA ETF-GraniteShares","LU0456842615.SGD":"JPMorgan Funds - Emerging Markets Equity A (acc) SGD","BK4598":"佩洛西持仓","BK4551":"寇图资本持仓","LU2357305700.SGD":"Allianz Global Artificial Intelligence ET H2-SGD","BK4509":"腾讯概念","01698":"腾讯音乐-SW","LU1366192091.USD":"ALLIANZ US EQUITY PLUS \"AM\" (USD) INC","IE0034235303.USD":"PINEBRIDGE US RESEARCH ENHANCED CORE EQUITY \"A\" (USD) ACC","IE00B19Z8W00.USD":"FTGF CLEARBRIDGE US LARGE CAP GROWTH \"A\" 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","IE00B1XK9C88.USD":"PINEBRIDGE US LARGE CAP RESEARCH ENHANCED \"A\" (USD) ACC","LU0097036916.USD":"贝莱德美国增长A2 USD","LU0466842654.USD":"HSBC ISLAMIC GLOBAL EQUITY INDEX \"A\" (USD) ACC","LU2403377893.USD":"ALLIANZ SELECT INCOME AND GROWTH \"AM\" (USD) INC","LU0689472784.USD":"安联收益及增长基金Cl AM AT Acc","IE00B1BXHZ80.USD":"Legg Mason ClearBridge - US Appreciation A Acc USD","LU0509642566.USD":"SCHRODER ISF GLOBAL EMERGING MARKET OPPORTUNITIES \"A\" (USD) INC AV","LU2250418816.HKD":"BGF WORLD TECHNOLOGY \"A\" (HKD) ACC","LU0269904917.USD":"SCHRODER ISF GLOBAL EMERGING MARKET OPPORTUNITIES \"A\" (USD) ACC","LU2602419157.SGD":"HSBC ISLAMIC GLOBAL EQUITY INDEX \"AC\" (SGD) ACC","LU2360107168.USD":"BGF NEXT GENERATION TECHNOLOGY \"A4\" (USD) INC","LU0359201612.USD":"贝莱德中国基金A2","LU1145028129.USD":"ALLIANZ INCOME AND GROWTH \"AQ\" (USD) INC","LU0719512351.SGD":"JPMorgan Funds - US Technology A (acc) SGD","LU2236285917.USD":"ALLIANZ GLOBAL INCOME \"AMG\" (USD) INC","TSL":"1.25倍做多TSLA ETF-GraniteShares","LU1232071149.USD":"AZ FUND 1 GLOBAL GROWTH SELECTOR \"AAZ\" (USDHDG) ACC","LU0320765059.SGD":"FTIF - Franklin US Opportunities A Acc SGD","IE00BJLML261.HKD":"HSBC GLOBAL EQUITY INDEX \"HCH\" (HKD) ACC","LU1674673691.USD":"HSBC GIF GLOBAL LOWER CARBON EQUITY \"AD\" (USD) INC","TSLG":"2倍做多TSLA ETF-Leverage Shares","LU1914381329.SGD":"Allianz Best Styles Global Equity Cl ET Acc H2-SGD","LU2420271590.USD":"ALLIANZ SELECT INCOME AND GROWTH \"AT\" (USD) ACC","LU2249611893.SGD":"BNP PARIBAS ENERGY TRANSITION \"CRH\" (SGD) ACC","LU0316494557.USD":"FRANKLIN GLOBAL FUNDAMENTAL STRATEGIES \"A\" ACC","TSLI":"2倍做多TSLA ETF-ProShares","LU1674673428.USD":"HSBC GIF GLOBAL LOWER CARBON EQUITY \"AC\" (USD) ACC","LU0234570918.USD":"高盛全球核心股票组合Acc Close","LU1839511570.USD":"WELLS FARGO GLOBAL FACTOR ENHANCED EQUITY \"I\" (USD) ACC","LU1861559042.SGD":"日兴方舟颠覆性创新基金B SGD","LU2456880835.USD":"ALLIANZ GLOBAL INCOME \"AT\" (USD) ACC","LU0708995401.HKD":"FRANKLIN U.S. OPPORTUNITIES \"A\" (HKD) ACC","LU0820561818.USD":"安联收益及增长平衡基金Cl AM DIS","LU2471134952.CNY":"INVESCO GLOBAL EQUITY INCOME ADVANTAGE \"A\" (CNYHDG) INC","BK4604":"机器人概念","LU1551013342.USD":"Allianz Income and Growth Cl AMg2 DIS USD","LU2471134879.HKD":"INVESCO GLOBAL EQUITY INCOME ADVANTAGE \"A\" (HKD) INC","LU2039709279.SGD":"MANULIFE GF DRAGON GROWTH \"AA\" (SGDHDG) INC","BK4527":"明星科技股","TSLP":"TSLA收益溢价策略ETF-Kurv","IE00B19Z8X17.USD":"FTGF CLEARBRIDGE US LARGE CAP GROWTH  \"AG\" (USD) ACC","LU2471134523.USD":"INVESCO GLOBAL EQUITY INCOME ADVANTAGE \"A\" (USD) ACC","BK4571":"数字音乐概念","BK4526":"热门中概股","TSLQ":"2倍做空TSLA ETF-Tradr","LU0345769128.USD":"NINETY ONE GSF GLOBAL EQUITY \"A\" (USD) ACC","BK4563":"昨日强势股","LU0943347566.SGD":"安联收益及增长平衡基金AM H2-SGD","LU2471134796.USD":"INVESCO GLOBAL EQUITY INCOME ADVANTAGE \"A\" (USD) INC","LU0234572021.USD":"高盛美国核心股票组合Acc","TSLR":"2倍做多TSLA ETF-GraniteShares","LU0210536198.USD":"JPM US GROWTH \"A\" ACC","LU0820562030.AUD":"ALLIANZ INCOME AND GROWTH \"AMH2\" (AUDHDG) H2 INC","LU2750360641.GBP":"INVESCO GLOBAL EQUITY INCOME ADVANTAGE \"A\" (GBPHDG) INC","TSLS":"1倍做空TSLA ETF-Direxion","IE00B19Z9505.USD":"美盛-美国大盘成长股A Acc","LU1861558580.USD":"日兴方舟颠覆性创新基金B","LU0345769631.USD":"NINETY ONE GSF GLOBAL EQUITY \"A\" (USD) INC","LU2750360997.AUD":"INVESCO GLOBAL EQUITY INCOME ADVANTAGE \"A\" (AUDHDG) INC","SG9999015945.SGD":"LionGlobal Disruptive Innovation Fund A SGD","LU2896262040.SGD":"JPM US GROWTH FUND \"A\" (SGD) ACC","TSLT":"2倍做多TSLA ETF-T-Rex","LU0345770308.USD":"NINETY ONE GSF GLOBAL STRATEGIC EQUITY \"A\" (USD) ACC","BK4612":"AI芯片","TSLW":"TSLA周配息ETF-Roundhill","LU0345770993.USD":"NINETY ONE GSF GLOBAL STRATEGIC EQUITY \"A\" (USD) INC","IE00BWXC8680.SGD":"PINEBRIDGE US LARGE CAP RESEARCH ENHANCED \"A5\" (SGD) ACC","TSLY":"TSLA期权收益策略ETF-YieldMax","LU1720051108.HKD":"ALLIANZ GLOBAL ARTIFICIAL INTELLIGENCE \"AT\" (HKD) ACC","LU0672654240.SGD":"FTIF - Franklin US Opportunities A Acc SGD-H1","TSLZ":"2倍做空TSLA ETF-T-Rex","LU1861215975.USD":"贝莱德新一代科技基金 A2","BK4574":"无人驾驶","LU1548497426.USD":"安联环球人工智能AT Acc","LU1429558221.USD":"Natixis Loomis Sayles US Growth Equity RA USD","SG9999015952.SGD":"LIONGLOBAL DISRUPTIVE INNOVATION \"I\" (SGD) ACC","LU1861220033.SGD":"Blackrock Next Generation Technology A2 SGD-H","LU2756315664.SGD":"ALLIANZ INCOME AND GROWTH \"AMI\" (SGDHDG) INC","LU1435385759.SGD":"Natixis Loomis Sayles US Growth Equity RA SGD-H","BK4581":"高盛持仓","BK4543":"AI","IE00BYTNYN87.SGD":"PINEBRIDGE ASIA EX JAPAN SMALL CAP EQUITY \"A5\" (SGD) ACC","BK4531":"中概回港概念","BK4511":"特斯拉概念","CRSH":"做空TSLA 期权收益策略ETF-YieldMax","LU1629891620.HKD":"ALLIANZ INCOME AND GROWTH \"AMG2\" (H2-HKD) INC","LU2326559502.SGD":"Natixis Loomis Sayles US Growth Equity P/A SGD-H","BK4534":"瑞士信贷持仓","IE00B12V2V27.USD":"柏瑞亚洲小盘股A(除日本)","IE00BSNM7G36.USD":"NEUBERGER BERMAN SYSTEMATIC GLOBAL SUSTAINABLE VALUE \"A\" (USD) ACC","BK4533":"AQR资本管理(全球第二大对冲基金)","SG9999011746.SGD":"PINEBRIDGE INTERNATIONAL FUNDS - ACORNS OF ASIA BA (SGD) ACC","LU1778281490.HKD":"HSBC GIF GLOBAL LOWER CARBON EQUITY \"AD\" (HKD) INC","BK4516":"特朗普概念"},"source_url":"https://tech.ifeng.com/c/8qH1EOxCcsq","is_english":false,"share_image_url":"https://static.laohu8.com/e9f99090a1c2ed51c021029395664489","article_id":"2606756480","content_text":"看来，大家期待的语音唤醒（嘿，特斯拉）、酷狗音乐都真快要来了，应该是 Model S3XY 都有。昨天大家也已经有看到网上流传的 OTA 截图了吧，最顶上显示就是酷狗音乐，一些人还认为是 P 的。但就在深夜又有新分享能看到更全面的发行说明了，而且是视频展示，有水印可以基本确定是特斯拉员工车辆上的。带来了不少更新内容，如“自动化”应用程序，也就是说可以把不同日常用车当中的一些习惯，都可以创建成你个人的记忆了。现在微信也可以互联了，点击导航搜索➡️手机➡️激活按钮启动服务，根据引导在手机端激活服务后，即可将微信里的地址直接发送到您的车辆上（需要有高级车载娱乐服务包）。这里小编就不一一放各功能介绍图片了，除上述提到外大概说一下还有行车记录仪动态录制时长、QQ 音乐伴唱模式、歌词视觉焕新、超级充电站聚合显示、喷漆车间、附近停车。共计有 10 项功能，这应该算是今年春节 OTA 大更新内容提前曝光没得跑了。不过，到时候正式推送时的车机软件版本号应该是 2026 开头了。那么，以上这些更新哪几项是特友们比较期待的？来简单聊一聊！","news_type":1,"symbols_score_info":{"TESL":0.6,"TSLA":1.95,"TSLW":0.6,"01698":0.6,"TSLQ":0.6,"TSLS":0.6,"TSLT":0.6,"TSYY":0.6,"TSLZ":0.6,"TSLP":0.6,"TSLR":0.6,"07766":0.6,"TSLI":0.6,"TSL":0.6,"TSLY":0.6,"CRSH":0.6,"TSLG":0.6,"TSDD":0.6}},"isVote":1,"tweetType":1,"viewCount":665,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"CN","totalScore":0},{"id":525959262033224,"gmtCreate":1769432971205,"gmtModify":1769432973255,"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":"可笑","listText":"可笑","text":"可笑","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":2,"commentSize":0,"repostSize":0,"link":"https://laohu8.com/post/525959262033224","repostId":"2606212832","repostType":2,"repost":{"id":"2606212832","kind":"news","pubTimestamp":1769427420,"share":"https://www.laohu8.com/m/news/2606212832?lang=zh_CN&edition=full","pubTime":"2026-01-26 19:37","market":"us","language":"zh","title":"特斯拉的最大风险：归于平庸","url":"https://stock-news.laohu8.com/highlight/detail?id=2606212832","media":"环球市场播报","summary":"一家车企能坐拥1.5万亿美元市值，特斯拉的地位可谓无人能及。但特斯拉面临的更隐蔽挑战，或许并非来自某个对手，而是一种更难启齿的状态：平庸感。　　核心电动汽车业务的颓势是特斯拉光环褪色最直观的体现。特斯拉电动汽车销量已连续两年下滑。　　特斯拉首席执行官埃隆·马斯克近日在社交平台X上发文，释放了又一个隐晦的信号：特斯拉将于2月14日后停止出售FSD，此后仅提供按月订阅服务。","content":"<html><body><div>\n<p>　　一家车企能坐拥1.5万亿美元市值，<span><a href=\"https://laohu8.com/S/TSLA\">特斯拉</a></span><span></span>的地位可谓无人能及。无论是负面消息，还是此起彼伏的竞争警报，似乎都难以真正撼动其股价。但特斯拉面临的更隐蔽挑战，或许并非来自某个对手，而是一种更难启齿的状态：平庸感。</p>\n<p>　　核心电动汽车业务的颓势是特斯拉光环褪色最直观的体现。特斯拉电动汽车销量已连续两年下滑。2025年，<a href=\"https://laohu8.com/S/BYDDY\">比亚迪</a>在纯电动汽车销量上完成反超。行业分析机构考克斯汽车（Cox Automotive）的最新数据显示，即便特斯拉推出了简配版Model 3和Model Y车型，试图在电动车税收抵免退坡后重振需求，但2025年第四季度在美国市场的销量仍下滑15%。</p>\n<p>　　特斯拉首席执行官埃隆·马斯克近日在社交平台X上发文，释放了又一个隐晦的信号：特斯拉将于2月14日后停止出售FSD，此后仅提供按月订阅服务。</p>\n<p>　　FSD即完全自动驾驶（监管版），本质上仍是一套高级驾驶辅助系统，并不具备完全自主驾驶能力。多年来，它一直以选装升级的形式出售，目前一次性购买价格为8000美元。自2021年起，特斯拉推出订阅方案，当前月费为99美元。</p>\n<p>　　特斯拉的一举一动总能引发热议，这次也不例外，究其根源还是马斯克过往的种种豪言。2020年，他曾放话称，随着软件持续迭代优化，这套当时还未标注“监管版”的FSD选装包，价值将水涨船高，最终有望突破10万美元大关。然而，现实世界中的科技产品，尤其是依赖芯片、被装进四个轮子里的技术，价值几乎总是沿着相反方向演进，而且往往速度不慢。理论上，更好的软件或许能改变这一轨迹，但特斯拉自身的行动显然并未印证这一点。</p>\n<p>　　FSD的定价并非一成不变：2019年时售价一度低至5000美元，随后几经上调，最高涨到1.5万美元。订阅模式推出后，价格一路回落至如今水平。如今，特斯拉索性取消了买断选项，尽管这一方式相当于提前锁定近十年的订阅收入。</p>\n<p>　　这并不像一项会不断升值的资产，更像一项普通服务：价格随技术能力、竞争格局与市场环境而浮动。</p>\n<p>　　这一转向的背景，是<a href=\"https://laohu8.com/S/NVDA\">英伟达</a>在拉斯维加斯消费电子展上掀起的涟漪。这家芯片巨头推出了开源人工智能模型Alpamayo，用于开发自动驾驶汽车，并将其与英伟达现有的软硬件工具整合，为车企提供一套“即装即用”的高级驾驶辅助系统解决方案，未来甚至有望拓展至完全自动驾驶。</p>\n<p>　　马斯克回应称，英伟达不过是在复制特斯拉的路线。从某种程度上来说，确实如此。英伟达采用的机器学习自动驾驶方案与特斯拉思路相近，同样需要花费漫长时间，在真实道路环境中反复验证。</p>\n<p>　　但更深层的问题在于，一家并不打算造车的科技公司，正试图打造自动驾驶领域的“安卓系统”，向所有愿意付费的车企开放。这为传统车企提供了一条低资本投入的捷径，却也意味着，一个持续增长的车辆价值来源将不可避免地外溢给一家市值已超过全球汽车产业总和的供应商。对底特律而言，这是一把双刃剑，尤其是在其价值体系仍高度依赖内燃机的背景下。</p>\n<p>　　对特斯拉而言，情况可能更糟。随着电动车业务明显受挫，支撑其估值的，越来越多来自市场对其在自动驾驶领域建立统治地位的预期。特斯拉的股票，本质上是一种叙事。正如自动驾驶专家、风投机构New Industry Management联合创始人亚历克斯·罗伊（Alex Roy）所言，特斯拉拥有强大的“叙事主导权”。马斯克塑造公众对汽车科技认知的能力之强，甚至延伸到对相关术语本身的定义，以至于不断逼近的竞争，也未能撼动特斯拉200倍以上的市盈率。</p>\n<p>　　但竞争往往伴随着另一种更隐秘的力量：大宗商品化。近一年前，<a href=\"https://laohu8.com/S/002594\">比亚迪</a>已在中国市场将高级驾驶辅助系统列为多数车型的标配；如今英伟达的入局，又为汽车功能“从高价噱头沦为标配”的老路添上了新注脚。别忘了，作为FSD前身的Autopilot，曾经也是售价数千美元的选装项，如今早已成为标配。在经历多轮降价后，FSD转而完全采用可随时取消的订阅模式，本身就是一种信号。</p>\n<p>　　如果特斯拉的技术优势无可匹敌，这种变化或许不足为惧。但正如我此前所写，特斯拉对其所谓“定义行业、引领全球”的核心技术，一直披露有限，令人费解。</p>\n<p>　　更何况，距离特斯拉在奥斯汀推出FSD自动驾驶出租车一周年的节点仅剩五个月。必须坦率地说，与马斯克此前的承诺相比，那次“上线”近乎滑稽，而公司最近又一次错过了移除前排安全驾驶员的时间节点。</p>\n<p>　　如果这种不温不火的节奏持续到2026年6月，那些长期看多特斯拉的投资者，是否会开始对“特斯拉真正引领自动驾驶”的叙事产生动摇？罗伊指出，只要不发生灾难性事故，特斯拉仍有空间展示进展、维系叙事，比如在保留安全员的情况下，将服务扩展至更多城市。考虑到特斯拉近乎宗教般的号召力，这或许已足以托住股价。马斯克当然也可以进一步加码“机器人叙事”，只是那条赛道上，同样已不乏竞争者。</p>\n<p>　　但除了信徒之外，外界已然看清：特斯拉在无人驾驶领域许下的种种承诺，与其实际进展相去甚远；与此同时，市场竞争日益激烈，行业“常态化”的苗头也已显现。既然特斯拉已在电动车领域失去无可争议的领导地位和定价权，又凭什么假定，它能在新领域免疫于同样的规律？</p>\n<p>　　企业可以在某个（任何）领域大获成功，但当竞争加剧、光环褪色时，它仍可能辜负市场的炽热期望。评估特斯拉的自动驾驶业务时，决定性的不只是市场份额假设，也在于价格与定价能力。在如此高估值的状态下，最大的风险或许并非轰然坠落，而是缓慢而熟悉地，滑向平庸。</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：刘明亮 </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>特斯拉的最大风险：归于平庸</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特斯拉的最大风险：归于平庸\n</h2>\n\n<h4 class=\"meta\">\n\n\n2026-01-26 19:37 北京时间&nbsp;&nbsp;&nbsp;<a href=https://finance.sina.com.cn/stock/usstock/c/2026-01-26/doc-inhirukv8967185.shtml><strong>环球市场播报</strong></a>\n\n\n</h4>\n\n</header>\n<article>\n<div>\n<p>一家车企能坐拥1.5万亿美元市值，特斯拉的地位可谓无人能及。无论是负面消息，还是此起彼伏的竞争警报，似乎都难以真正撼动其股价。但特斯拉面临的更隐蔽挑战，或许并非来自某个对手，而是一种更难启齿的状态：平庸感。\n　　核心电动汽车业务的颓势是特斯拉光环褪色最直观的体现。特斯拉电动汽车销量已连续两年下滑。2025年，比亚迪在纯电动汽车销量上完成反超。行业分析机构考克斯汽车（Cox Automotive）的...</p>\n\n<a href=\"https://finance.sina.com.cn/stock/usstock/c/2026-01-26/doc-inhirukv8967185.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":{"LU0708995401.HKD":"FRANKLIN U.S. OPPORTUNITIES \"A\" (HKD) ACC","LU0820561818.USD":"安联收益及增长平衡基金Cl AM DIS","LU2456880835.USD":"ALLIANZ GLOBAL INCOME \"AT\" (USD) ACC","LU2471134952.CNY":"INVESCO GLOBAL EQUITY INCOME ADVANTAGE \"A\" (CNYHDG) INC","BK4612":"AI芯片","LU1551013342.USD":"Allianz Income and Growth Cl AMg2 DIS USD","LU2471134879.HKD":"INVESCO GLOBAL EQUITY INCOME ADVANTAGE \"A\" (HKD) INC","07766":"南方两倍做多特斯拉","IE00B19Z8X17.USD":"FTGF CLEARBRIDGE US LARGE CAP GROWTH  \"AG\" (USD) ACC","LU2471134523.USD":"INVESCO GLOBAL EQUITY INCOME ADVANTAGE \"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","LU2471134796.USD":"INVESCO GLOBAL EQUITY INCOME ADVANTAGE \"A\" (USD) INC","BK4574":"无人驾驶","LU0234572021.USD":"高盛美国核心股票组合Acc","LU0820562030.AUD":"ALLIANZ INCOME AND GROWTH \"AMH2\" (AUDHDG) H2 INC","LU2750360641.GBP":"INVESCO GLOBAL EQUITY INCOME ADVANTAGE \"A\" (GBPHDG) INC","CRSH":"做空TSLA 期权收益策略ETF-YieldMax","LU0210536198.USD":"JPM US GROWTH \"A\" ACC","IE00B19Z9505.USD":"美盛-美国大盘成长股A Acc","LU1861558580.USD":"日兴方舟颠覆性创新基金B","LU0345769631.USD":"NINETY ONE GSF GLOBAL EQUITY \"A\" (USD) INC","SG9999015945.SGD":"LionGlobal Disruptive Innovation Fund A SGD","LU2750360997.AUD":"INVESCO GLOBAL EQUITY INCOME ADVANTAGE \"A\" (AUDHDG) INC","LU2896262040.SGD":"JPM US GROWTH FUND \"A\" (SGD) ACC","BK4581":"高盛持仓","BK4543":"AI","LU0345770308.USD":"NINETY ONE GSF GLOBAL STRATEGIC EQUITY \"A\" (USD) ACC","IE00BWXC8680.SGD":"PINEBRIDGE US LARGE CAP RESEARCH ENHANCED \"A5\" (SGD) ACC","LU0345770993.USD":"NINETY ONE GSF GLOBAL STRATEGIC EQUITY \"A\" (USD) INC","BK4511":"特斯拉概念","BK4534":"瑞士信贷持仓","LU1720051108.HKD":"ALLIANZ GLOBAL ARTIFICIAL INTELLIGENCE \"AT\" (HKD) ACC","BK4533":"AQR资本管理(全球第二大对冲基金)","LU0672654240.SGD":"FTIF - Franklin US Opportunities A Acc SGD-H1","TSDD":"2倍做空TSLA ETF-GraniteShares","LU1861215975.USD":"贝莱德新一代科技基金 A2","TSYY":"收益增强TSLA ETF-GraniteShares","BK4516":"特朗普概念","LU1429558221.USD":"Natixis Loomis Sayles US Growth Equity RA USD","LU1548497426.USD":"安联环球人工智能AT Acc","SG9999015952.SGD":"LIONGLOBAL DISRUPTIVE INNOVATION \"I\" (SGD) ACC","LU1861220033.SGD":"Blackrock Next Generation Technology A2 SGD-H","LU2756315664.SGD":"ALLIANZ INCOME AND GROWTH \"AMI\" (SGDHDG) INC","LU1435385759.SGD":"Natixis Loomis Sayles US Growth Equity RA SGD-H","BK4592":"伊斯兰概念","BK4548":"巴美列捷福持仓","LU1629891620.HKD":"ALLIANZ INCOME AND GROWTH \"AMG2\" (H2-HKD) INC","LU2326559502.SGD":"Natixis Loomis Sayles US Growth Equity P/A SGD-H","IE00BSNM7G36.USD":"NEUBERGER BERMAN SYSTEMATIC GLOBAL SUSTAINABLE VALUE \"A\" (USD) ACC","LU1778281490.HKD":"HSBC GIF GLOBAL LOWER CARBON EQUITY \"AD\" (HKD) INC","LU0053666078.USD":"摩根大通基金-美国股票A（离岸）美元","LU0082616367.USD":"摩根大通美国科技A（dist）","LU2360106780.USD":"BGF WORLD TECHNOLOGY \"A4\" (USD) INC","LU1551013425.SGD":"Allianz Income and Growth Cl AMg2 DIS H2-SGD","SG9999015986.USD":"LIONGLOBAL DISRUPTIVE INNOVATION \"I\" (USD) ACC","LU0077335932.USD":"FIDELITY AMERICAN GROWTH \"A\" INC","LU1066051225.USD":"HSBC GIF GLOBAL EQUITY VOLATILITY FOCUSED \"AC\" (USD) ACC","BK4099":"汽车制造商","LU2756315318.SGD":"ALLIANZ INCOME AND GROWTH \"AMG\" (SGDHDG) INC A","BK4585":"ETF&股票定投概念","TSL":"1.25倍做多TSLA ETF-GraniteShares","LU0348723411.USD":"ALLIANZ GLOBAL HI-TECH GROWTH \"A\" (USD) INC","LU2023250330.USD":"ALLIANZ INCOME AND GROWTH \"AMG\" (USD) INC","TSLG":"2倍做多TSLA ETF-Leverage Shares","BK4555":"新能源车","LU1720051017.SGD":"Allianz Global Artificial Intelligence AT Acc H2-SGD","TSLI":"2倍做多TSLA ETF-ProShares","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","LU2462157665.USD":"ALLIANZ GLOBAL INCOME \"A\" (USD) INC","BK4550":"红杉资本持仓","BK4588":"碎股","TSLP":"TSLA收益溢价策略ETF-Kurv","LU0964807845.USD":"ALLIANZ INCOME & GROWTH \"A\" (USD) INC","SG9999015978.USD":"利安颠覆性创新基金A","IE00BK4W5M84.HKD":"HSBC GLOBAL FUNDS ICAV US EQUITY INDEX \"HC\" (HKD) ACC","LU2087621335.USD":"ALLSPRING GLOBAL FACTOR ENHANCED EQUITY \"A\" (USD) ACC","TSLQ":"2倍做空TSLA ETF-Tradr","LU1852331112.SGD":"Blackrock World Technology Fund A2 SGD-H","LU2417539215.USD":"ALLIANZ GLOBAL INCOME \"AMF\" (USD) INC","BK4551":"寇图资本持仓","TSLR":"2倍做多TSLA ETF-GraniteShares","BK4598":"佩洛西持仓","TSLS":"1倍做空TSLA ETF-Direxion","LU2063271972.USD":"富兰克林创新领域基金","LU2108987350.USD":"UBS (LUX) EQUITY SICAV GLOBAL OPPORTUNITY SUSTAINABLE (USD) \"P\" (USD) ACC","TSLT":"2倍做多TSLA ETF-T-Rex","LU2213496289.HKD":"ALLIANZ INCOME AND GROWTH \"AT\" (HKD) ACC","TSLW":"TSLA周配息ETF-Roundhill","LU2290526834.HKD":"BGF NEXT GENERATION TECHNOLOGY \"A2\" (HKDHDG) ACC","LU1066051498.USD":"HSBC GIF GLOBAL EQUITY VOLATILITY FOCUSED \"AM2\" (USD) INC","TSLY":"TSLA期权收益策略ETF-YieldMax","LU1066053197.SGD":"HSBC GIF GLOBAL EQUITY VOLATILITY FOCUSED \"AM3\" (SGDHDG) INC","TSLZ":"2倍做空TSLA ETF-T-Rex","LU0820561909.HKD":"ALLIANZ INCOME AND GROWTH \"AM\" (HKD) INC","LU0323591593.USD":"SCHRODER ISF QEP GLOBAL QUALITY \"A\" (USD) ACC","LU0198837287.USD":"UBS (LUX) EQUITY SICAV - USA GROWTH \"P\" (USD) ACC","LU1267930730.SGD":"富兰克林美国机遇基金AS Acc SGD (CPF)","LU2357305700.SGD":"Allianz Global Artificial Intelligence ET H2-SGD","LU0109391861.USD":"富兰克林美国机遇基金A Acc","LU1366192091.USD":"ALLIANZ US EQUITY PLUS \"AM\" (USD) INC","IE00B19Z8W00.USD":"FTGF CLEARBRIDGE US LARGE CAP GROWTH \"A\" INC","IE0034235303.USD":"PINEBRIDGE US RESEARCH ENHANCED CORE EQUITY \"A\" (USD) ACC","TSLA":"特斯拉","LU0823414478.USD":"法巴经典能源转换基金","LU0056508442.USD":"贝莱德世界科技基金A2","LU0466842654.USD":"HSBC ISLAMIC GLOBAL EQUITY INDEX \"A\" (USD) ACC","LU0097036916.USD":"贝莱德美国增长A2 USD","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","LU2403377893.USD":"ALLIANZ SELECT INCOME AND GROWTH \"AM\" (USD) INC","LU1839511570.USD":"WELLS FARGO GLOBAL FACTOR ENHANCED EQUITY \"I\" (USD) ACC","IE00B1BXHZ80.USD":"Legg Mason ClearBridge - US Appreciation A Acc USD","LU2250418816.HKD":"BGF WORLD TECHNOLOGY \"A\" (HKD) ACC","BK4604":"机器人概念","LU2602419157.SGD":"HSBC ISLAMIC GLOBAL EQUITY INDEX \"AC\" (SGD) ACC","BK4527":"明星科技股","LU2360107168.USD":"BGF NEXT GENERATION TECHNOLOGY \"A4\" (USD) INC","LU1145028129.USD":"ALLIANZ INCOME AND GROWTH \"AQ\" (USD) INC","LU0719512351.SGD":"JPMorgan Funds - US Technology A (acc) SGD","LU1232071149.USD":"AZ FUND 1 GLOBAL GROWTH SELECTOR \"AAZ\" (USDHDG) ACC","LU2236285917.USD":"ALLIANZ GLOBAL INCOME \"AMG\" (USD) INC","TESL":"Simplify Volt TSLA Revolution ETF","LU0320765059.SGD":"FTIF - Franklin US Opportunities A Acc SGD","LU1674673691.USD":"HSBC GIF GLOBAL LOWER CARBON EQUITY \"AD\" (USD) INC","IE00BJLML261.HKD":"HSBC GLOBAL EQUITY INDEX \"HCH\" (HKD) ACC","LU1914381329.SGD":"Allianz Best Styles Global Equity Cl ET Acc H2-SGD","LU2420271590.USD":"ALLIANZ SELECT INCOME AND GROWTH \"AT\" (USD) ACC","LU2249611893.SGD":"BNP PARIBAS ENERGY TRANSITION \"CRH\" (SGD) ACC","LU1674673428.USD":"HSBC GIF GLOBAL LOWER CARBON EQUITY \"AC\" (USD) ACC","LU0234570918.USD":"高盛全球核心股票组合Acc Close","LU0316494557.USD":"FRANKLIN GLOBAL FUNDAMENTAL STRATEGIES \"A\" ACC","LU1861559042.SGD":"日兴方舟颠覆性创新基金B SGD"},"source_url":"https://finance.sina.com.cn/stock/usstock/c/2026-01-26/doc-inhirukv8967185.shtml","is_english":false,"share_image_url":"https://static.laohu8.com/b0d1b7e8843deea78cc308b15114de44","article_id":"2606212832","content_text":"一家车企能坐拥1.5万亿美元市值，特斯拉的地位可谓无人能及。无论是负面消息，还是此起彼伏的竞争警报，似乎都难以真正撼动其股价。但特斯拉面临的更隐蔽挑战，或许并非来自某个对手，而是一种更难启齿的状态：平庸感。\n　　核心电动汽车业务的颓势是特斯拉光环褪色最直观的体现。特斯拉电动汽车销量已连续两年下滑。2025年，比亚迪在纯电动汽车销量上完成反超。行业分析机构考克斯汽车（Cox Automotive）的最新数据显示，即便特斯拉推出了简配版Model 3和Model Y车型，试图在电动车税收抵免退坡后重振需求，但2025年第四季度在美国市场的销量仍下滑15%。\n　　特斯拉首席执行官埃隆·马斯克近日在社交平台X上发文，释放了又一个隐晦的信号：特斯拉将于2月14日后停止出售FSD，此后仅提供按月订阅服务。\n　　FSD即完全自动驾驶（监管版），本质上仍是一套高级驾驶辅助系统，并不具备完全自主驾驶能力。多年来，它一直以选装升级的形式出售，目前一次性购买价格为8000美元。自2021年起，特斯拉推出订阅方案，当前月费为99美元。\n　　特斯拉的一举一动总能引发热议，这次也不例外，究其根源还是马斯克过往的种种豪言。2020年，他曾放话称，随着软件持续迭代优化，这套当时还未标注“监管版”的FSD选装包，价值将水涨船高，最终有望突破10万美元大关。然而，现实世界中的科技产品，尤其是依赖芯片、被装进四个轮子里的技术，价值几乎总是沿着相反方向演进，而且往往速度不慢。理论上，更好的软件或许能改变这一轨迹，但特斯拉自身的行动显然并未印证这一点。\n　　FSD的定价并非一成不变：2019年时售价一度低至5000美元，随后几经上调，最高涨到1.5万美元。订阅模式推出后，价格一路回落至如今水平。如今，特斯拉索性取消了买断选项，尽管这一方式相当于提前锁定近十年的订阅收入。\n　　这并不像一项会不断升值的资产，更像一项普通服务：价格随技术能力、竞争格局与市场环境而浮动。\n　　这一转向的背景，是英伟达在拉斯维加斯消费电子展上掀起的涟漪。这家芯片巨头推出了开源人工智能模型Alpamayo，用于开发自动驾驶汽车，并将其与英伟达现有的软硬件工具整合，为车企提供一套“即装即用”的高级驾驶辅助系统解决方案，未来甚至有望拓展至完全自动驾驶。\n　　马斯克回应称，英伟达不过是在复制特斯拉的路线。从某种程度上来说，确实如此。英伟达采用的机器学习自动驾驶方案与特斯拉思路相近，同样需要花费漫长时间，在真实道路环境中反复验证。\n　　但更深层的问题在于，一家并不打算造车的科技公司，正试图打造自动驾驶领域的“安卓系统”，向所有愿意付费的车企开放。这为传统车企提供了一条低资本投入的捷径，却也意味着，一个持续增长的车辆价值来源将不可避免地外溢给一家市值已超过全球汽车产业总和的供应商。对底特律而言，这是一把双刃剑，尤其是在其价值体系仍高度依赖内燃机的背景下。\n　　对特斯拉而言，情况可能更糟。随着电动车业务明显受挫，支撑其估值的，越来越多来自市场对其在自动驾驶领域建立统治地位的预期。特斯拉的股票，本质上是一种叙事。正如自动驾驶专家、风投机构New Industry Management联合创始人亚历克斯·罗伊（Alex Roy）所言，特斯拉拥有强大的“叙事主导权”。马斯克塑造公众对汽车科技认知的能力之强，甚至延伸到对相关术语本身的定义，以至于不断逼近的竞争，也未能撼动特斯拉200倍以上的市盈率。\n　　但竞争往往伴随着另一种更隐秘的力量：大宗商品化。近一年前，比亚迪已在中国市场将高级驾驶辅助系统列为多数车型的标配；如今英伟达的入局，又为汽车功能“从高价噱头沦为标配”的老路添上了新注脚。别忘了，作为FSD前身的Autopilot，曾经也是售价数千美元的选装项，如今早已成为标配。在经历多轮降价后，FSD转而完全采用可随时取消的订阅模式，本身就是一种信号。\n　　如果特斯拉的技术优势无可匹敌，这种变化或许不足为惧。但正如我此前所写，特斯拉对其所谓“定义行业、引领全球”的核心技术，一直披露有限，令人费解。\n　　更何况，距离特斯拉在奥斯汀推出FSD自动驾驶出租车一周年的节点仅剩五个月。必须坦率地说，与马斯克此前的承诺相比，那次“上线”近乎滑稽，而公司最近又一次错过了移除前排安全驾驶员的时间节点。\n　　如果这种不温不火的节奏持续到2026年6月，那些长期看多特斯拉的投资者，是否会开始对“特斯拉真正引领自动驾驶”的叙事产生动摇？罗伊指出，只要不发生灾难性事故，特斯拉仍有空间展示进展、维系叙事，比如在保留安全员的情况下，将服务扩展至更多城市。考虑到特斯拉近乎宗教般的号召力，这或许已足以托住股价。马斯克当然也可以进一步加码“机器人叙事”，只是那条赛道上，同样已不乏竞争者。\n　　但除了信徒之外，外界已然看清：特斯拉在无人驾驶领域许下的种种承诺，与其实际进展相去甚远；与此同时，市场竞争日益激烈，行业“常态化”的苗头也已显现。既然特斯拉已在电动车领域失去无可争议的领导地位和定价权，又凭什么假定，它能在新领域免疫于同样的规律？\n　　企业可以在某个（任何）领域大获成功，但当竞争加剧、光环褪色时，它仍可能辜负市场的炽热期望。评估特斯拉的自动驾驶业务时，决定性的不只是市场份额假设，也在于价格与定价能力。在如此高估值的状态下，最大的风险或许并非轰然坠落，而是缓慢而熟悉地，滑向平庸。\n\n\n海量资讯、精准解读，尽在新浪财经APP\n\n责任编辑：刘明亮","news_type":1,"symbols_score_info":{"07766":0.6,"TSLY":0.6,"TESL":0.6,"TSYY":0.6,"TSLI":0.6,"TSLW":0.6,"TSLG":0.6,"TSLR":0.6,"TSLZ":0.6,"CRSH":0.6,"TSDD":0.6,"TSLP":0.6,"TSLQ":0.6,"TSL":0.6,"TSLT":0.6,"TSLS":0.6,"TSLA":1.96}},"isVote":1,"tweetType":1,"viewCount":281,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"CN","totalScore":0},{"id":519602110502248,"gmtCreate":1767877242874,"gmtModify":1767877245081,"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":"并且车主没买商业险","listText":"并且车主没买商业险","text":"并且车主没买商业险","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":1,"commentSize":0,"repostSize":0,"link":"https://laohu8.com/post/519602110502248","repostId":"2601369690","repostType":2,"repost":{"id":"2601369690","kind":"news","pubTimestamp":1767873971,"share":"https://www.laohu8.com/m/news/2601369690?lang=zh_CN&edition=full","pubTime":"2026-01-08 20:06","market":"us","language":"zh","title":"特斯拉辅助驾驶连续避让后追尾 车主：刹车没反应 车门和窗户打不开","url":"https://stock-news.laohu8.com/highlight/detail?id=2601369690","media":"快科技","summary":"但该车道同样有一辆大货车，特斯拉又变到了最右侧的导流线上，结果在前方导流线收窄的地方，车辆刹车不及追尾了前方的大货车，并被挤到了栏杆上。特斯拉车内气囊全部弹出，车门也被挤住打不开，车内甚至已经开始冒烟了，他们两人被困在车内，非常恐怖。此次事故特斯拉负全责，因为车辆没买车损险，车损非常严重，已经报废了。","content":"<html><body><article><p>快科技1月8日消息，据报道，近日，安徽岳西高速上，一辆<a href=\"https://laohu8.com/S/TSLA\">特斯拉</a>发生追尾事故，车主对车辆的辅助驾驶系统也产生了质疑。</p><p>行车记录仪<a href=\"https://laohu8.com/S/VIDE\">视频显示</a>，这辆特斯拉本来在最左侧的超车道行驶，前方大客车突然变道，特斯拉刹车不及，紧急变道至右侧车道。</p><p>但该车道同样有一辆大货车，特斯拉又变到了最右侧的导流线上，<strong>结果在前方导流线收窄的地方，车辆刹车不及追尾了前方的大货车，并被挤到了栏杆上。</strong></p><p>车主介绍，当时他开了辅助驾驶系统，他看到要追尾第一反应是踩刹车，但系统却让他避让，踩刹车没有反应，导致最后追尾，并被大货车挤着拖行了几十米。</p><p>特斯拉车内气囊全部弹出，车门也被挤住打不开，车内甚至已经开始冒烟了，他们两人被困在车内，非常恐怖。</p><p>最后，是大货车司机砸碎了车玻璃，他们才逃了出来。此次事故特斯拉负全责，<strong>因为车辆没买车损险，车损非常严重，已经报废了。</strong></p><p>车主表示，如果当时是他在开车，发生这样的事故他愿意承担事故责任。但现在的情况时，车辆是由辅助驾驶来开的，车辆失控才造成事故。</p><img src=\"https://fid-75186.picgzc.qpic.cn/20260108201322229d163i88xupy3xmm\"/></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>特斯拉辅助驾驶连续避让后追尾 车主：刹车没反应 车门和窗户打不开</title>\n<style type=\"text/css\">\na,abbr,acronym,address,applet,article,aside,audio,b,big,blockquote,body,canvas,caption,center,cite,code,dd,del,details,dfn,div,dl,dt,\nem,embed,fieldset,figcaption,figure,footer,form,h1,h2,h3,h4,h5,h6,header,hgroup,html,i,iframe,img,ins,kbd,label,legend,li,mark,menu,nav,\nobject,ol,output,p,pre,q,ruby,s,samp,section,small,span,strike,strong,sub,summary,sup,table,tbody,td,tfoot,th,thead,time,tr,tt,u,ul,var,video{ font:inherit;margin:0;padding:0;vertical-align:baseline;border:0 }\nbody{ font-size:16px; line-height:1.5; color:#999; background:transparent; }\n.wrapper{ overflow:hidden;word-break:break-all;padding:10px; }\nh1,h2{ font-weight:normal; line-height:1.35; margin-bottom:.6em; }\nh3,h4,h5,h6{ line-height:1.35; margin-bottom:1em; }\nh1{ font-size:24px; }\nh2{ font-size:20px; }\nh3{ font-size:18px; }\nh4{ font-size:16px; }\nh5{ font-size:14px; }\nh6{ font-size:12px; }\np,ul,ol,blockquote,dl,table{ margin:1.2em 0; }\nul,ol{ margin-left:2em; }\nul{ list-style:disc; }\nol{ list-style:decimal; }\nli,li p{ margin:10px 0;}\nimg{ max-width:100%;display:block;margin:0 auto 1em; }\nblockquote{ color:#B5B2B1; border-left:3px solid #aaa; padding:1em; }\nstrong,b{font-weight:bold;}\nem,i{font-style:italic;}\ntable{ width:100%;border-collapse:collapse;border-spacing:1px;margin:1em 0;font-size:.9em; }\nth,td{ padding:5px;text-align:left;border:1px solid #aaa; }\nth{ font-weight:bold;background:#5d5d5d; }\n.symbol-link{font-weight:bold;}\n/* header{ border-bottom:1px solid #494756; } */\n.title{ margin:0 0 8px;line-height:1.3;color:#ddd; }\n.meta {color:#5e5c6d;font-size:13px;margin:0 0 .5em; }\na{text-decoration:none; color:#2a4b87;}\n.meta .head { display: inline-block; overflow: hidden}\n.head .h-thumb { width: 30px; height: 30px; margin: 0; padding: 0; border-radius: 50%; float: left;}\n.head .h-content { margin: 0; padding: 0 0 0 9px; float: left;}\n.head .h-name {font-size: 13px; color: #eee; margin: 0;}\n.head .h-time {font-size: 11px; color: #7E829C; margin: 0;line-height: 11px;}\n.small {font-size: 12.5px; display: inline-block; transform: scale(0.9); -webkit-transform: scale(0.9); transform-origin: left; -webkit-transform-origin: left;}\n.smaller {font-size: 12.5px; display: inline-block; transform: scale(0.8); -webkit-transform: scale(0.8); transform-origin: left; -webkit-transform-origin: left;}\n.bt-text {font-size: 12px;margin: 1.5em 0 0 0}\n.bt-text p {margin: 0}\n</style>\n</head>\n<body>\n<div class=\"wrapper\">\n<header>\n<h2 class=\"title\">\n特斯拉辅助驾驶连续避让后追尾 车主：刹车没反应 车门和窗户打不开\n</h2>\n\n<h4 class=\"meta\">\n\n\n2026-01-08 20:06 北京时间&nbsp;&nbsp;&nbsp;<a href=http://gu.qq.com/resources/shy/news/detail-v2/index.html#/?id=nesSN20260108201331a70304a5&s=b><strong>快科技</strong></a>\n\n\n</h4>\n\n</header>\n<article>\n<div>\n<p>快科技1月8日消息，据报道，近日，安徽岳西高速上，一辆特斯拉发生追尾事故，车主对车辆的辅助驾驶系统也产生了质疑。行车记录仪视频显示，这辆特斯拉本来在最左侧的超车道行驶，前方大客车突然变道，特斯拉刹车不及，紧急变道至右侧车道。但该车道同样有一辆大货车，特斯拉又变到了最右侧的导流线上，结果在前方导流线收窄的地方，车辆刹车不及追尾了前方的大货车，并被挤到了栏杆上。车主介绍，当时他开了辅助驾驶系统，他看到...</p>\n\n<a href=\"http://gu.qq.com/resources/shy/news/detail-v2/index.html#/?id=nesSN20260108201331a70304a5&s=b\">网页链接</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","LU1720051108.HKD":"ALLIANZ GLOBAL ARTIFICIAL INTELLIGENCE \"AT\" (HKD) ACC","LU0672654240.SGD":"FTIF - Franklin US Opportunities A Acc SGD-H1","BK4533":"AQR资本管理(全球第二大对冲基金)","LU1861215975.USD":"贝莱德新一代科技基金 A2","LU1429558221.USD":"Natixis Loomis Sayles US Growth Equity RA USD","SG9999015952.SGD":"LIONGLOBAL DISRUPTIVE INNOVATION \"I\" (SGD) ACC","LU1548497426.USD":"安联环球人工智能AT Acc","LU1861220033.SGD":"Blackrock Next Generation Technology A2 SGD-H","LU2756315664.SGD":"ALLIANZ INCOME AND GROWTH \"AMI\" (SGDHDG) INC","BK4516":"特朗普概念","LU1435385759.SGD":"Natixis Loomis Sayles US Growth Equity RA SGD-H","BK4592":"伊斯兰概念","TSLA":"特斯拉","LU1629891620.HKD":"ALLIANZ INCOME AND GROWTH \"AMG2\" (H2-HKD) INC","LU2326559502.SGD":"Natixis Loomis Sayles US Growth Equity P/A SGD-H","BK4548":"巴美列捷福持仓","IE00BSNM7G36.USD":"NEUBERGER BERMAN SYSTEMATIC GLOBAL SUSTAINABLE VALUE \"A\" (USD) ACC","LU1778281490.HKD":"HSBC GIF GLOBAL LOWER CARBON EQUITY \"AD\" (HKD) INC","LU0053666078.USD":"摩根大通基金-美国股票A（离岸）美元","LU1551013425.SGD":"Allianz Income and Growth Cl AMg2 DIS H2-SGD","LU0082616367.USD":"摩根大通美国科技A（dist）","LU2360106780.USD":"BGF WORLD TECHNOLOGY \"A4\" (USD) INC","LU1066051225.USD":"HSBC GIF GLOBAL EQUITY VOLATILITY FOCUSED \"AC\" (USD) ACC","LU0077335932.USD":"FIDELITY AMERICAN GROWTH \"A\" INC","SG9999015986.USD":"LIONGLOBAL DISRUPTIVE INNOVATION \"I\" (USD) ACC","LU2756315318.SGD":"ALLIANZ INCOME AND GROWTH \"AMG\" (SGDHDG) INC A","BK4099":"汽车制造商","LU0348723411.USD":"ALLIANZ GLOBAL HI-TECH GROWTH \"A\" (USD) INC","LU2023250330.USD":"ALLIANZ INCOME AND GROWTH \"AMG\" (USD) INC","BK4585":"ETF&股票定投概念","LU1720051017.SGD":"Allianz Global Artificial Intelligence AT Acc H2-SGD","BK4555":"新能源车","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","LU2462157665.USD":"ALLIANZ GLOBAL INCOME \"A\" (USD) INC","IE00BK4W5M84.HKD":"HSBC GLOBAL FUNDS ICAV US EQUITY INDEX \"HC\" (HKD) ACC","SG9999015978.USD":"利安颠覆性创新基金A","LU0964807845.USD":"ALLIANZ INCOME & GROWTH \"A\" (USD) INC","BK4550":"红杉资本持仓","LU2087621335.USD":"ALLSPRING GLOBAL FACTOR ENHANCED EQUITY \"A\" (USD) ACC","BK4588":"碎股","LU1852331112.SGD":"Blackrock World Technology Fund A2 SGD-H","LU2417539215.USD":"ALLIANZ GLOBAL INCOME \"AMF\" (USD) INC","BK4598":"佩洛西持仓","BK4551":"寇图资本持仓","LU2063271972.USD":"富兰克林创新领域基金","LU2108987350.USD":"UBS (LUX) EQUITY SICAV GLOBAL OPPORTUNITY SUSTAINABLE (USD) \"P\" (USD) ACC","LU2213496289.HKD":"ALLIANZ INCOME AND GROWTH \"AT\" (HKD) ACC","LU2290526834.HKD":"BGF NEXT GENERATION TECHNOLOGY \"A2\" (HKDHDG) ACC","LU1066051498.USD":"HSBC GIF GLOBAL EQUITY VOLATILITY FOCUSED \"AM2\" (USD) INC","LU1066053197.SGD":"HSBC GIF GLOBAL EQUITY VOLATILITY FOCUSED \"AM3\" (SGDHDG) INC","LU0198837287.USD":"UBS (LUX) EQUITY SICAV - USA GROWTH \"P\" (USD) ACC","LU0820561909.HKD":"ALLIANZ INCOME AND GROWTH \"AM\" (HKD) INC","LU0323591593.USD":"SCHRODER ISF QEP GLOBAL QUALITY \"A\" (USD) ACC","LU0109391861.USD":"富兰克林美国机遇基金A Acc","LU1267930730.SGD":"富兰克林美国机遇基金AS Acc SGD (CPF)","LU2357305700.SGD":"Allianz Global Artificial Intelligence ET H2-SGD","LU1366192091.USD":"ALLIANZ US EQUITY PLUS \"AM\" (USD) INC","IE0034235303.USD":"PINEBRIDGE US RESEARCH ENHANCED CORE EQUITY \"A\" (USD) ACC","IE00B19Z8W00.USD":"FTGF CLEARBRIDGE US LARGE CAP GROWTH \"A\" INC","LU0823414478.USD":"法巴经典能源转换基金","LU0056508442.USD":"贝莱德世界科技基金A2","LU0466842654.USD":"HSBC ISLAMIC GLOBAL EQUITY INDEX \"A\" (USD) ACC","IE00B1XK9C88.USD":"PINEBRIDGE US LARGE CAP RESEARCH ENHANCED \"A\" (USD) ACC","LU0097036916.USD":"贝莱德美国增长A2 USD","LU2403377893.USD":"ALLIANZ SELECT INCOME AND GROWTH \"AM\" (USD) INC","LU0689472784.USD":"安联收益及增长基金Cl AM AT Acc","IE00B1BXHZ80.USD":"Legg Mason ClearBridge - US Appreciation A Acc USD","LU2250418816.HKD":"BGF WORLD TECHNOLOGY \"A\" (HKD) ACC","LU2602419157.SGD":"HSBC ISLAMIC GLOBAL EQUITY INDEX \"AC\" (SGD) ACC","BK4604":"机器人概念","LU2360107168.USD":"BGF NEXT GENERATION TECHNOLOGY \"A4\" (USD) INC","LU1145028129.USD":"ALLIANZ INCOME AND GROWTH \"AQ\" (USD) INC","LU0719512351.SGD":"JPMorgan Funds - US Technology A (acc) SGD","BK4527":"明星科技股","LU1232071149.USD":"AZ FUND 1 GLOBAL GROWTH SELECTOR \"AAZ\" (USDHDG) ACC","LU2236285917.USD":"ALLIANZ GLOBAL INCOME \"AMG\" (USD) INC","LU0320765059.SGD":"FTIF - Franklin US Opportunities A Acc SGD","LU1674673691.USD":"HSBC GIF GLOBAL LOWER CARBON EQUITY \"AD\" (USD) INC","IE00BJLML261.HKD":"HSBC GLOBAL EQUITY INDEX \"HCH\" (HKD) ACC","LU2420271590.USD":"ALLIANZ SELECT INCOME AND GROWTH \"AT\" (USD) ACC","LU1914381329.SGD":"Allianz Best Styles Global Equity Cl ET Acc H2-SGD","LU2249611893.SGD":"BNP PARIBAS ENERGY TRANSITION \"CRH\" (SGD) ACC","LU0234570918.USD":"高盛全球核心股票组合Acc Close","LU1674673428.USD":"HSBC GIF GLOBAL LOWER CARBON EQUITY \"AC\" (USD) ACC","LU0316494557.USD":"FRANKLIN GLOBAL FUNDAMENTAL STRATEGIES \"A\" ACC","LU1839511570.USD":"WELLS FARGO GLOBAL FACTOR ENHANCED EQUITY \"I\" (USD) ACC","LU1861559042.SGD":"日兴方舟颠覆性创新基金B SGD","LU0820561818.USD":"安联收益及增长平衡基金Cl AM DIS","TSYW.SI":"TESLA 3xLongSG261006","LU2456880835.USD":"ALLIANZ GLOBAL INCOME \"AT\" (USD) ACC","LU0708995401.HKD":"FRANKLIN U.S. OPPORTUNITIES \"A\" (HKD) ACC","LU2471134952.CNY":"INVESCO GLOBAL EQUITY INCOME ADVANTAGE \"A\" (CNYHDG) INC","LU1551013342.USD":"Allianz Income and Growth Cl AMg2 DIS USD","LU2471134879.HKD":"INVESCO GLOBAL EQUITY INCOME ADVANTAGE \"A\" (HKD) INC","BK4612":"AI芯片","LU2471134523.USD":"INVESCO GLOBAL EQUITY INCOME ADVANTAGE \"A\" (USD) ACC","IE00B19Z8X17.USD":"FTGF CLEARBRIDGE US LARGE CAP GROWTH  \"AG\" (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","LU2471134796.USD":"INVESCO GLOBAL EQUITY INCOME ADVANTAGE \"A\" (USD) INC","LU0234572021.USD":"高盛美国核心股票组合Acc","BK4574":"无人驾驶","LU0820562030.AUD":"ALLIANZ INCOME AND GROWTH \"AMH2\" (AUDHDG) H2 INC","LU2750360641.GBP":"INVESCO GLOBAL EQUITY INCOME ADVANTAGE \"A\" (GBPHDG) INC","LU0210536198.USD":"JPM US GROWTH \"A\" ACC","IE00B19Z9505.USD":"美盛-美国大盘成长股A Acc","LU0345769631.USD":"NINETY ONE GSF GLOBAL EQUITY \"A\" (USD) INC","LU1861558580.USD":"日兴方舟颠覆性创新基金B","LU2750360997.AUD":"INVESCO GLOBAL EQUITY INCOME ADVANTAGE \"A\" (AUDHDG) INC","LU2896262040.SGD":"JPM US GROWTH FUND \"A\" (SGD) ACC","SG9999015945.SGD":"LionGlobal Disruptive Innovation Fund A SGD","LU0345770308.USD":"NINETY ONE GSF GLOBAL STRATEGIC EQUITY \"A\" (USD) ACC","BK4581":"高盛持仓","BK4543":"AI","LU0345770993.USD":"NINETY ONE GSF GLOBAL STRATEGIC EQUITY \"A\" (USD) INC","IE00BWXC8680.SGD":"PINEBRIDGE US LARGE CAP RESEARCH ENHANCED \"A5\" (SGD) ACC","BK4511":"特斯拉概念"},"source_url":"http://gu.qq.com/resources/shy/news/detail-v2/index.html#/?id=nesSN20260108201331a70304a5&s=b","is_english":false,"share_image_url":"https://static.laohu8.com/9a95c1376e76363c1401fee7d3717173","article_id":"2601369690","content_text":"快科技1月8日消息，据报道，近日，安徽岳西高速上，一辆特斯拉发生追尾事故，车主对车辆的辅助驾驶系统也产生了质疑。行车记录仪视频显示，这辆特斯拉本来在最左侧的超车道行驶，前方大客车突然变道，特斯拉刹车不及，紧急变道至右侧车道。但该车道同样有一辆大货车，特斯拉又变到了最右侧的导流线上，结果在前方导流线收窄的地方，车辆刹车不及追尾了前方的大货车，并被挤到了栏杆上。车主介绍，当时他开了辅助驾驶系统，他看到要追尾第一反应是踩刹车，但系统却让他避让，踩刹车没有反应，导致最后追尾，并被大货车挤着拖行了几十米。特斯拉车内气囊全部弹出，车门也被挤住打不开，车内甚至已经开始冒烟了，他们两人被困在车内，非常恐怖。最后，是大货车司机砸碎了车玻璃，他们才逃了出来。此次事故特斯拉负全责，因为车辆没买车损险，车损非常严重，已经报废了。车主表示，如果当时是他在开车，发生这样的事故他愿意承担事故责任。但现在的情况时，车辆是由辅助驾驶来开的，车辆失控才造成事故。","news_type":1,"symbols_score_info":{"TSYW.SI":0.6,"TSLA":1.97}},"isVote":1,"tweetType":1,"viewCount":611,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"CN","totalScore":0},{"id":519447703101992,"gmtCreate":1767789433363,"gmtModify":1767789436099,"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":"做的人越多，监管放的越快","listText":"做的人越多，监管放的越快","text":"做的人越多，监管放的越快","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":1,"commentSize":0,"repostSize":0,"link":"https://laohu8.com/post/519447703101992","isVote":1,"tweetType":1,"viewCount":752,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"CN","totalScore":0},{"id":518802918048664,"gmtCreate":1767690079426,"gmtModify":1767690082198,"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":"靠你急成这样，就知道特斯拉要起飞了","listText":"靠你急成这样，就知道特斯拉要起飞了","text":"靠你急成这样，就知道特斯拉要起飞了","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":1,"commentSize":0,"repostSize":0,"link":"https://laohu8.com/post/518802918048664","isVote":1,"tweetType":1,"viewCount":585,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"CN","totalScore":0},{"id":518802271650504,"gmtCreate":1767689918813,"gmtModify":1767689921569,"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":"觉得自己很牛，相信自己的判断就卖房做空，哪里来的那么多废话","listText":"觉得自己很牛，相信自己的判断就卖房做空，哪里来的那么多废话","text":"觉得自己很牛，相信自己的判断就卖房做空，哪里来的那么多废话","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":1,"commentSize":1,"repostSize":0,"link":"https://laohu8.com/post/518802271650504","isVote":1,"tweetType":1,"viewCount":1087,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"CN","totalScore":0},{"id":518677447254576,"gmtCreate":1767605387049,"gmtModify":1767605389475,"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":"给你整笑了","listText":"给你整笑了","text":"给你整笑了","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":1,"commentSize":0,"repostSize":0,"link":"https://laohu8.com/post/518677447254576","repostId":"2601009142","repostType":2,"repost":{"id":"2601009142","kind":"news","pubTimestamp":1767600418,"share":"https://www.laohu8.com/m/news/2601009142?lang=zh_CN&edition=full","pubTime":"2026-01-05 16:06","market":"us","language":"zh","title":"湖南Robotruck海外出圈：L4还能这么玩？领先特斯拉太多！","url":"https://stock-news.laohu8.com/highlight/detail?id=2601009142","media":"智能车参考","summary":"Robotruck本身AI司机的核心算法能力，以及前装量产的工程化能力，这两点放在如今任何自动驾驶玩家，甚至是头部玩家身上都是稀缺且关键的核心竞争力。各种因素作用，Waymo的Robotaxi业务一飞冲天，但Robotruck业务长期沉寂，直到去年年中官方第一次明确暂停投入。回归国内视角，Robotruck赛道不算封闭港口园区场景，干线物流，包括城际中短途货运，现在呈现出的","content":"<html><body><article><p><strong>贾浩楠 发自 副驾寺</strong></p><p>智能车参考 | 公众号 AI4Auto</p><p><strong>“比FSD领先好几步”</strong>——</p><p>海外看到中国自动驾驶方案，有种惊呆的感觉…自动驾驶，还能这么玩？</p><p>自动驾驶“三座大山”：<strong>成本、监管、技术的不可能三角</strong>，<a href=\"https://laohu8.com/S/TSLA\">特斯拉</a>Waymo一直拿不出解法，甚至还淘汰了大量初创公司。</p><p>而中国玩家“巧力出奇迹”，一举扫清了L4的落地障碍：</p><img src=\"https://mmbiz.qpic.cn/mmbiz_png/7fokiaaibkadJY5NrKfbupQm6nm9o2aKCooEwq1G1oDrfz12PAtDD6cre6ozzgBSKQw15qs91iagabSfs8k3CLRrQ/640?wx_fmt=png&amp;from=appmsg\"/><p>场景，是<strong>自动驾驶卡车</strong>；</p><p>背后玩家更令人惊奇，竟然是从<strong>湖南娄底</strong>走出的全球工程机械“一哥”<strong><a href=\"https://laohu8.com/S/600031\">三一重工</a></strong>。</p><img src=\"https://fid-75186.picgzc.qpic.cn/20260105160849536v206kcvgpxfwlls\"/><p>在重卡市场上一鸣惊人不奇怪，毕竟重工到重卡某种程度是降维打击。</p><p>但从传统制造业巨头一跃成为AI、自动驾驶圈明星，这个转身太突然也太不可思议。</p><p>怎么做到的？</p><p><strong>三一拿出了什么样的L4方案</strong></p><p>让海外直呼“妙哉”的L4卡车落地方案，国内尤其是智能车参考的读者老爷一点都不陌生：</p><p><strong>L4编队</strong>模式。</p><p>整个车队都是三一重卡，但<strong>头车是一辆L2卡车</strong>（当然也可以是L4），配备一位人类驾驶员，车队后续尾随的，全部都是完全无人的L4卡车。</p><p>头车作用，除了满足各地区普遍的法规，最重要的职责是解决L4运营中的“断点恢复”问题，包括辅助装卸货、应对临时停车检查等等自动驾驶系统能力之外的流程性任务。</p><img src=\"https://fid-75186.picgzc.qpic.cn/20260105160906861v20657c7rccv2wa\"/><p>车队之间采用V2V实现通信，常规路况下执行跟随策略，需要超车、绕行的场景，车队会遵从头车指示。</p><p>但头车并不具备后车的操作权限，接到指令后，后车的感知、规划和具体执行，都由L4自动驾驶系统完成。</p><p>法规层面和实际运营中，纯无人的自动驾驶卡车往往被局限在矿场、港口等等封闭区域内，投放规模和营收增长都受到极大限制。</p><p><strong>编队模式的第一个优势，就是通过“头车有人”彻底打破地理围栏限制</strong>。</p><p>经济上，三一打造的编队可以“1拖N”，如果是“<a href=\"https://laohu8.com/S/601038\">一拖</a>四”模式，首先至少能节约80%的人工费用。</p><img src=\"https://fid-75186.picgzc.qpic.cn/20260105160909388v206f9s0toz30y2\"/><p>编队行驶中，头车尾部会还产生一个低压区，阻力大幅减少，跟随车辆能够显著节省能耗，行业普遍实测节能10%左右。</p><p>再加上自动驾驶带来的货物运损、事故率及保险费用等等下降，官方给出的数据是<strong>每公里货运成本降低29%、车队运营利润提升高达195%</strong>。</p><p>货运物流行业亘古不变，决定一切矛盾、供需关系的根本出发只有一条：<strong>成本</strong>，限制条件和额外影响因素远少于Robotaxi。</p><p>这也是<strong>编队模式的最大优势：相比只能减人不能去人的L2卡车，降本增效立竿见影</strong>。</p><p>这也是让海外惊叹“没想到”的核心：三一用L4编队打了一个双向“剪刀差”，相比纯无人场景不受限，相比L2卡车成本大幅降低——扫清了L4卡车的落地障碍。</p><img src=\"https://mmbiz.qpic.cn/mmbiz_jpg/7fokiaaibkadJY5NrKfbupQm6nm9o2aKCoWt0nnFV8k0b7IEA9Wt32BRczJj0b8zJicwO3veVIUbI3eWxSAHmSRHw/640?wx_fmt=jpeg&amp;from=appmsg\"/><p>包括特斯拉、Waymo，以前高光过又倒掉的北美自动驾驶卡车玩家等等在内，却无一尝试。</p><p>况且，北美路况其实更加适合编队模式。</p><p>海外智能车媒体Electrek发出了这样的感叹：</p><p><strong>三一落地的Robotruck编队模式，的确也不是完全无人驾驶，但又比特斯拉FSD明显领先</strong>，至少现在的FSD还必须要求驾驶员随时接管。</p><p>Robotruck本身AI司机的核心算法能力，以及前装量产的工程化能力，这两点放在如今任何自动驾驶玩家，甚至是头部玩家身上都是稀缺且关键的核心竞争力。</p><p>在<a href=\"https://laohu8.com/S/00631\">三一重工</a>这个传统工程机械巨头身上更加令人惊奇。</p><p>毕竟一直以来三一活跃在大家面前的形象，都是起重机、混凝土机械、挖掘机等等：</p><img src=\"https://fid-75186.picgzc.qpic.cn/20260105160932093v2069kttw7s01f4\"/><p>就算切入重卡赛道，依然是以传统柴油产品为主，主打性价比出圈，新能源重卡也是前几年起步。</p><p>短短时间内，就具备L4全栈研发、运营能力，甚至参透了Robotruck落地模式“<a href=\"https://laohu8.com/S/01520\">天机</a>”，三一背后难道另有“高人”？</p><p><strong>三一出圈，谁的内功？</strong></p><p>其实这张图片已经能看出端倪：</p><img src=\"https://mmbiz.qpic.cn/mmbiz_png/7fokiaaibkadJY5NrKfbupQm6nm9o2aKConddUIeia44mwmnicrmq1cXNOic5QD1vPuSQQJtqUjicxMqu8k72Lmdg4Cg/640?wx_fmt=png&amp;from=appmsg\"/><p>三一自动驾驶重卡车厢上印着自动驾驶圈再熟悉不过的名字：<strong>PONY</strong>——<strong><a href=\"https://laohu8.com/S/PONY\">小马智行</a></strong>。</p><p>L4编队模式模式落地的车，其实也是小马智行前不久刚刚亮相过的<strong>第四代自动驾驶卡车</strong>：</p><img src=\"https://fid-75186.picgzc.qpic.cn/20260105160954324v206285y138cig7\"/><p>重卡车头本体是小马智行和三一重卡合作的前装量产产品，L4及编队算法是小马智行最新自动驾驶全栈技术体系。</p><p>软件上早就从传统L4阵营的模块化、规则化体系，进化到了基于强化学习范式的世界模型：<strong>PonyWorld</strong>。</p><p>三大核心能力：生成场景和传感器数据、高度逼真的仿真以及驾驶行为的多维度评估；能够让AI司机学习驾驶意图和决策，逐步建立对复杂驾驶情境的理解和应对能力，也就是让模型从端到端简单的模仿学习，到理解输出轨迹和场景动态之间的因果关</p><p>而这也是小马智行通用AI司机的基座，同时也为Robotaxi提供核心能力。</p><p><strong>复用和互通</strong>布置停留在软件算法层间，硬件方案，包括的自研域控、传感器、冗余等等，同样和小马智行第七代Robotaxi高度复用。</p><img src=\"https://fid-75186.picgzc.qpic.cn/20260105161001463v206w19vxqbuzez\"/><p>也就是说，在全车4-6个激光雷达的条件下，自动驾驶套件BOM成本仍然比前代降低约70%——<strong>编队解决落地运营的模式问题，和Robotaxi复用的L4软硬件则解决了单车成本问题</strong>。</p><p>2026年，小马智行给出的预估是四代自动驾驶重卡很快就能投产，并达到1000辆落地规模。</p><p>根据小马智行的第三季度财报，<strong>Robotruck业务收入7250万元人民币，而三季度总营收为1.81亿人民币</strong>，Robotruck占总营收超过1/3，而这还仅仅是四代车没落地的数据。</p><p>所以，2026不光是Robotaxi落地盈利的元年，同样也是自动驾驶“第二战场”L4卡车的商业化元年。</p><p>而对于小马智行来说，两条腿的“加速度”，可能比以往任何时候都快。</p><p><strong>海外自动驾驶卡车，牌桌上还剩谁？</strong></p><p>北美一只手就能数的过来，首先是马斯克的<strong>特斯拉SemiTruck</strong>：</p><img src=\"https://fid-75186.picgzc.qpic.cn/20260105161005541v206cefb2g40572\"/><p>特斯拉存在多久，SemiTruck项目的历史就有多久，只不过特斯拉在卡车项目上，比跑车、皮卡等等都更加忠实马斯克“延期兑现”的习惯：截止2025年，SemiTruck交付量将将过百。</p><p>至于卡车的自动驾驶系统，还是FSD的非公开的专用测试阶段。</p><p>特斯拉自动驾驶卡车推进节奏相比乘用车慢的不是一星半点，其实也可以理解，一方面主观因素上，分散马斯克精力的事实在太多了……同时特斯拉乘用车销售基本盘又面临严峻挑战，比如纯电销冠也刚刚败给了<a href=\"https://laohu8.com/S/BYDDY\">比亚迪</a>。</p><p>客观因素上，北美推自动驾驶卡车，要面临着强大的卡车司机行会组织。</p><p>很有可能，老马承诺的2026年SemiTruck年产5万辆开启大规模交付，又要跳票了。</p><img src=\"https://fid-75186.picgzc.qpic.cn/20260105161013465v2060xz1o46zxyx\"/><p>另一个值得关注的玩家，是侯晓迪创业再出发的<strong>Bot Auto</strong>：</p><img src=\"https://mmbiz.qpic.cn/mmbiz_png/7fokiaaibkadJY5NrKfbupQm6nm9o2aKCovuI5Kc1bBG2VCHIf0HM8LFffFC6RUDpN2qLvxWbb4It7uaoTc78xPg/640?wx_fmt=png&amp;from=appmsg\"/><p>刚刚跑通无人Demo，的确惊艳，不过仍然没走到规模化落地运营阶段。</p><p>但值得注意的是，侯晓迪已经明确，Bot Auto的技术体系抛弃了传统L4的模块化、规则驱动，转而从特斯拉的数据驱动借鉴经验，迅速提高系统的迭代效率和泛化性。</p><p>当然，还有曾经高举高打进军过自动驾驶卡车、后来又低调退出，现在Robotaxi一骑绝尘的另一个自动驾驶一哥<strong>Waymo</strong>。</p><p>实际上Waymo最初也是看中了货运这条赛道降本需求迫切，Robotaxi技术又有极高的复用性，能够快速产生营收才选择切入的。</p><img src=\"https://fid-75186.picgzc.qpic.cn/20260105161038704v206w8i8dd8aogv\"/><p>不过北美的现实因素还包括车企方：北美卡车公司小而多，做成了地域特征明显的闭环生意，很少有积极意愿和自动驾驶公司共同开发前装量产车型。</p><p>包括倒掉的图森北美、Embark，暂停项目的Waymo等等在内，一直没拿出过真正的前装量产L4卡车。</p><p>各种因素作用，Waymo的Robotaxi业务一飞冲天，但Robotruck业务长期沉寂，直到去年年中官方第一次明确暂停投入。</p><p>不过外媒The Information前几天透露了一个未经证实的消息，说<strong>Waymo目前正在积极考虑重启自动驾驶卡车业务，瞄准干线物流场景</strong>。</p><p>回归国内视角，Robotruck赛道不算封闭港口园区场景，干线物流，包括城际中短途货运，现在呈现出的格局是——</p><p>模式上殊途同归、竞争上头部效应凸显，而背后是技术上护城河越来越明显。</p><p>模式上就是前面详细解释过的“L4编队”，成了Robotruck赛道公认最合适的落地路径，本来就以L4立身的、前期做L2的、以造车为主的等等玩家，现在几乎无一例外转向编队模式。</p><p>其中一马当先的是我们介绍过的<strong>卡尔动力</strong>，实际编队运营规模400台，单车盈亏线已经打平。</p><img src=\"https://fid-75186.picgzc.qpic.cn/20260105161051553v206tiyfl2mw2cd\"/><p><strong>小马智行、DeepWay</strong>现阶段已经在技术上跑通L4编队，且都有密切合作的前装量产车企，2026年紧锣密鼓迎接规模化挑战。</p><img src=\"https://fid-75186.picgzc.qpic.cn/20260105161052495v206opgwxznajrz\"/><p>当然还有更加“终局”的玩家<strong>零一卡车，</strong>两条长线并行，一条是卡车新势力，造车卖车持续产生营收；另一条路线是直接全无人卡车，官方直接定义为L5，先在园区内试运行，逐渐拓展到开放道路。</p><img src=\"https://fid-75186.picgzc.qpic.cn/20260105161054009v206j9f9u6lg786\"/><p>自动驾驶在卡车这条分赛道上，呈现出的中国玩家大胆探索，北美玩家谨慎推进的状态。</p><p>背后驱动因素是<strong>数据驱动的大模型技术浪潮</strong>。</p><p>所谓技术体系、落地模式的“收敛”，是从货运物流场景需求倒推的。</p><img src=\"https://fid-75186.picgzc.qpic.cn/20260105161055252v2068r1pzu4or0k\"/><p>短期来看，L4通过“编队”模式，完美平衡法规、成本、技术的不可能三角。但长期考量，真正的核心不是编队中头车的L2，而是尾随车辆的L4能力，毕竟物流是成本极度敏感的行业，唯一能行得通的自动驾驶落地是“去人”，而不是“减人”。</p><p>所以L4卡车赛道短期落地比的是找场景、找客户的能力，但归根结底，还是比能不能真去人、能不能真泛化的技术实力。</p><p>10年洗牌，Robotruck这条赛道早已经证明：只有真正的L4，L2/L3没有任何模糊空间、立足之地。</p><p>—<strong>联系</strong><strong>作者</strong>—</p><p>—<strong>完</strong>—</p><p>【智能车参考】原创内容，未经账号授权，禁止随意转载。</p><p><strong>点这里</strong>关注我，记得标星，么么哒～</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>湖南Robotruck海外出圈：L4还能这么玩？领先特斯拉太多！</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湖南Robotruck海外出圈：L4还能这么玩？领先特斯拉太多！\n</h2>\n\n<h4 class=\"meta\">\n\n\n2026-01-05 16:06 北京时间&nbsp;&nbsp;&nbsp;<a href=http://gu.qq.com/resources/shy/news/detail-v2/index.html#/?id=nesSN20260105161504a6f50c2f&s=b><strong>智能车参考</strong></a>\n\n\n</h4>\n\n</header>\n<article>\n<div>\n<p>贾浩楠 发自 副驾寺智能车参考 | 公众号 AI4Auto“比FSD领先好几步”——海外看到中国自动驾驶方案，有种惊呆的感觉…自动驾驶，还能这么玩？自动驾驶“三座大山”：成本、监管、技术的不可能三角，特斯拉Waymo一直拿不出解法，甚至还淘汰了大量初创公司。而中国玩家“巧力出奇迹”，一举扫清了L4的落地障碍：场景，是自动驾驶卡车；背后玩家更令人惊奇，竟然是从湖南娄底走出的全球工程机械“一哥”三一...</p>\n\n<a href=\"http://gu.qq.com/resources/shy/news/detail-v2/index.html#/?id=nesSN20260105161504a6f50c2f&s=b\">网页链接</a>\n\n</div>\n\n\n</article>\n</div>\n</body>\n</html>\n","type":0,"thumbnail":"","relate_stocks":{"600031":"三一重工","BK4555":"新能源车","IE00BK4W5L77.USD":"HSBC GLOBAL FUNDS ICAV US EQUITY INDEX \"HC\" (USD) ACC","LU1066051811.HKD":"HSBC GIF GLOBAL EQUITY VOLATILITY FOCUSED \"AM2\" (HKD) INC","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 EQUITY \"A\" (USD) ACC","LU1852331112.SGD":"Blackrock World Technology Fund A2 SGD-H","LU2417539215.USD":"ALLIANZ GLOBAL INCOME \"AMF\" (USD) INC","BK4588":"碎股","TSYW.SI":"TESLA 3xLongSG261006","BK4550":"红杉资本持仓","LU2063271972.USD":"富兰克林创新领域基金","LU2108987350.USD":"UBS (LUX) EQUITY SICAV GLOBAL OPPORTUNITY SUSTAINABLE (USD) \"P\" (USD) ACC","LU2213496289.HKD":"ALLIANZ INCOME AND GROWTH \"AT\" (HKD) ACC","BK4598":"佩洛西持仓","BK4551":"寇图资本持仓","LU1066051498.USD":"HSBC GIF GLOBAL EQUITY VOLATILITY FOCUSED \"AM2\" (USD) INC","LU2290526834.HKD":"BGF NEXT GENERATION TECHNOLOGY \"A2\" (HKDHDG) ACC","LU1066053197.SGD":"HSBC GIF GLOBAL EQUITY VOLATILITY FOCUSED \"AM3\" (SGDHDG) INC","LU0323591593.USD":"SCHRODER ISF QEP GLOBAL QUALITY \"A\" (USD) ACC","LU0820561909.HKD":"ALLIANZ INCOME AND GROWTH \"AM\" (HKD) INC","LU0198837287.USD":"UBS (LUX) EQUITY SICAV - USA GROWTH \"P\" (USD) ACC","LU0109391861.USD":"富兰克林美国机遇基金A Acc","LU1267930730.SGD":"富兰克林美国机遇基金AS Acc SGD (CPF)","LU2357305700.SGD":"Allianz Global Artificial Intelligence ET H2-SGD","LU1366192091.USD":"ALLIANZ US EQUITY PLUS \"AM\" (USD) INC","IE00B19Z8W00.USD":"FTGF CLEARBRIDGE US LARGE CAP GROWTH \"A\" INC","IE0034235303.USD":"PINEBRIDGE US RESEARCH ENHANCED CORE EQUITY \"A\" (USD) ACC","LU0823414478.USD":"法巴经典能源转换基金","LU0056508442.USD":"贝莱德世界科技基金A2","LU0097036916.USD":"贝莱德美国增长A2 USD","LU0466842654.USD":"HSBC ISLAMIC GLOBAL EQUITY INDEX \"A\" (USD) ACC","IE00B1XK9C88.USD":"PINEBRIDGE US LARGE CAP RESEARCH ENHANCED \"A\" (USD) ACC","LU2403377893.USD":"ALLIANZ SELECT INCOME AND GROWTH \"AM\" (USD) INC","LU0689472784.USD":"安联收益及增长基金Cl AM AT Acc","IE00B1BXHZ80.USD":"Legg Mason ClearBridge - US Appreciation A Acc USD","LU2250418816.HKD":"BGF WORLD TECHNOLOGY \"A\" (HKD) ACC","LU2602419157.SGD":"HSBC ISLAMIC GLOBAL EQUITY INDEX \"AC\" (SGD) ACC","LU2360107168.USD":"BGF NEXT GENERATION TECHNOLOGY \"A4\" (USD) INC","LU0719512351.SGD":"JPMorgan Funds - US Technology A (acc) SGD","LU1145028129.USD":"ALLIANZ INCOME AND GROWTH \"AQ\" (USD) INC","LU1232071149.USD":"AZ FUND 1 GLOBAL GROWTH SELECTOR \"AAZ\" (USDHDG) ACC","LU2236285917.USD":"ALLIANZ GLOBAL INCOME \"AMG\" (USD) INC","LU0320765059.SGD":"FTIF - Franklin US Opportunities A Acc SGD","BK4604":"机器人概念","IE00BJLML261.HKD":"HSBC GLOBAL EQUITY INDEX \"HCH\" (HKD) ACC","LU1674673691.USD":"HSBC GIF GLOBAL LOWER CARBON EQUITY \"AD\" (USD) INC","LU2249611893.SGD":"BNP PARIBAS ENERGY TRANSITION \"CRH\" (SGD) ACC","BK4527":"明星科技股","LU1914381329.SGD":"Allianz Best Styles Global Equity Cl ET Acc H2-SGD","LU2420271590.USD":"ALLIANZ SELECT INCOME AND GROWTH \"AT\" (USD) ACC","LU0234570918.USD":"高盛全球核心股票组合Acc Close","LU1674673428.USD":"HSBC GIF GLOBAL LOWER CARBON EQUITY \"AC\" (USD) ACC","LU0316494557.USD":"FRANKLIN GLOBAL FUNDAMENTAL STRATEGIES \"A\" ACC","LU1839511570.USD":"WELLS FARGO GLOBAL FACTOR ENHANCED EQUITY \"I\" (USD) ACC","LU1861559042.SGD":"日兴方舟颠覆性创新基金B SGD","LU2456880835.USD":"ALLIANZ GLOBAL INCOME \"AT\" (USD) ACC","LU0708995401.HKD":"FRANKLIN U.S. OPPORTUNITIES \"A\" (HKD) ACC","LU0820561818.USD":"安联收益及增长平衡基金Cl AM DIS","LU2471134952.CNY":"INVESCO GLOBAL EQUITY INCOME ADVANTAGE \"A\" (CNYHDG) INC","LU1551013342.USD":"Allianz Income and Growth Cl AMg2 DIS USD","LU2471134879.HKD":"INVESCO GLOBAL EQUITY INCOME ADVANTAGE \"A\" (HKD) INC","LU2471134523.USD":"INVESCO GLOBAL EQUITY INCOME ADVANTAGE \"A\" (USD) ACC","IE00B19Z8X17.USD":"FTGF CLEARBRIDGE US LARGE CAP GROWTH  \"AG\" (USD) ACC","LU0345769128.USD":"NINETY ONE GSF GLOBAL EQUITY \"A\" (USD) ACC","LU2471134796.USD":"INVESCO GLOBAL EQUITY INCOME ADVANTAGE \"A\" (USD) INC","BK4612":"AI芯片","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","LU2750360641.GBP":"INVESCO GLOBAL EQUITY INCOME ADVANTAGE \"A\" (GBPHDG) INC","LU0820562030.AUD":"ALLIANZ INCOME AND GROWTH \"AMH2\" (AUDHDG) H2 INC","LU0210536198.USD":"JPM US GROWTH \"A\" ACC","IE00B19Z9505.USD":"美盛-美国大盘成长股A Acc","LU1861558580.USD":"日兴方舟颠覆性创新基金B","LU0345769631.USD":"NINETY ONE GSF GLOBAL EQUITY \"A\" (USD) INC","LU2896262040.SGD":"JPM US GROWTH FUND \"A\" (SGD) ACC","SG9999015945.SGD":"LionGlobal Disruptive Innovation Fund A SGD","LU2750360997.AUD":"INVESCO GLOBAL EQUITY INCOME ADVANTAGE \"A\" (AUDHDG) INC","LU0345770308.USD":"NINETY ONE GSF GLOBAL STRATEGIC EQUITY \"A\" (USD) ACC","BK4574":"无人驾驶","LU0345770993.USD":"NINETY ONE GSF GLOBAL STRATEGIC EQUITY \"A\" (USD) INC","IE00BWXC8680.SGD":"PINEBRIDGE US LARGE CAP RESEARCH ENHANCED \"A5\" (SGD) ACC","BK4581":"高盛持仓","LU1720051108.HKD":"ALLIANZ GLOBAL ARTIFICIAL INTELLIGENCE \"AT\" (HKD) ACC","LU0672654240.SGD":"FTIF - Franklin US Opportunities A Acc SGD-H1","BK4543":"AI","LU1861215975.USD":"贝莱德新一代科技基金 A2","SG9999015952.SGD":"LIONGLOBAL DISRUPTIVE INNOVATION \"I\" (SGD) ACC","LU1548497426.USD":"安联环球人工智能AT Acc","LU1429558221.USD":"Natixis Loomis Sayles US Growth Equity RA USD","BK4511":"特斯拉概念","LU1861220033.SGD":"Blackrock Next Generation Technology A2 SGD-H","BK4534":"瑞士信贷持仓","LU1435385759.SGD":"Natixis Loomis Sayles US Growth Equity RA SGD-H","LU2756315664.SGD":"ALLIANZ INCOME AND GROWTH \"AMI\" (SGDHDG) INC","BK4533":"AQR资本管理(全球第二大对冲基金)","TSLA":"特斯拉","BK4516":"特朗普概念","LU2326559502.SGD":"Natixis Loomis Sayles US Growth Equity P/A SGD-H","LU1629891620.HKD":"ALLIANZ INCOME AND GROWTH \"AMG2\" (H2-HKD) INC","BK4592":"伊斯兰概念","IE00BSNM7G36.USD":"NEUBERGER BERMAN SYSTEMATIC GLOBAL SUSTAINABLE VALUE \"A\" (USD) ACC","LU1778281490.HKD":"HSBC GIF GLOBAL LOWER CARBON EQUITY \"AD\" (HKD) INC","LU0053666078.USD":"摩根大通基金-美国股票A（离岸）美元","BK4548":"巴美列捷福持仓","LU1551013425.SGD":"Allianz Income and Growth Cl AMg2 DIS H2-SGD","LU2360106780.USD":"BGF WORLD TECHNOLOGY \"A4\" (USD) INC","LU0082616367.USD":"摩根大通美国科技A（dist）","LU0077335932.USD":"FIDELITY AMERICAN GROWTH \"A\" INC","SG9999015986.USD":"LIONGLOBAL DISRUPTIVE INNOVATION \"I\" (USD) ACC","LU1066051225.USD":"HSBC GIF GLOBAL EQUITY VOLATILITY FOCUSED \"AC\" (USD) ACC","LU2756315318.SGD":"ALLIANZ INCOME AND GROWTH \"AMG\" (SGDHDG) INC A","LU0348723411.USD":"ALLIANZ GLOBAL HI-TECH GROWTH \"A\" (USD) INC","LU2023250330.USD":"ALLIANZ INCOME AND GROWTH \"AMG\" (USD) INC","LU1720051017.SGD":"Allianz Global Artificial Intelligence AT Acc H2-SGD","06031":"三一重工","BK4099":"汽车制造商","BK4585":"ETF&股票定投概念","LU0823411888.USD":"法巴消费创新基金 Cap"},"source_url":"http://gu.qq.com/resources/shy/news/detail-v2/index.html#/?id=nesSN20260105161504a6f50c2f&s=b","is_english":false,"share_image_url":"https://static.laohu8.com/9a95c1376e76363c1401fee7d3717173","article_id":"2601009142","content_text":"贾浩楠 发自 副驾寺智能车参考 | 公众号 AI4Auto“比FSD领先好几步”——海外看到中国自动驾驶方案，有种惊呆的感觉…自动驾驶，还能这么玩？自动驾驶“三座大山”：成本、监管、技术的不可能三角，特斯拉Waymo一直拿不出解法，甚至还淘汰了大量初创公司。而中国玩家“巧力出奇迹”，一举扫清了L4的落地障碍：场景，是自动驾驶卡车；背后玩家更令人惊奇，竟然是从湖南娄底走出的全球工程机械“一哥”三一重工。在重卡市场上一鸣惊人不奇怪，毕竟重工到重卡某种程度是降维打击。但从传统制造业巨头一跃成为AI、自动驾驶圈明星，这个转身太突然也太不可思议。怎么做到的？三一拿出了什么样的L4方案让海外直呼“妙哉”的L4卡车落地方案，国内尤其是智能车参考的读者老爷一点都不陌生：L4编队模式。整个车队都是三一重卡，但头车是一辆L2卡车（当然也可以是L4），配备一位人类驾驶员，车队后续尾随的，全部都是完全无人的L4卡车。头车作用，除了满足各地区普遍的法规，最重要的职责是解决L4运营中的“断点恢复”问题，包括辅助装卸货、应对临时停车检查等等自动驾驶系统能力之外的流程性任务。车队之间采用V2V实现通信，常规路况下执行跟随策略，需要超车、绕行的场景，车队会遵从头车指示。但头车并不具备后车的操作权限，接到指令后，后车的感知、规划和具体执行，都由L4自动驾驶系统完成。法规层面和实际运营中，纯无人的自动驾驶卡车往往被局限在矿场、港口等等封闭区域内，投放规模和营收增长都受到极大限制。编队模式的第一个优势，就是通过“头车有人”彻底打破地理围栏限制。经济上，三一打造的编队可以“1拖N”，如果是“一拖四”模式，首先至少能节约80%的人工费用。编队行驶中，头车尾部会还产生一个低压区，阻力大幅减少，跟随车辆能够显著节省能耗，行业普遍实测节能10%左右。再加上自动驾驶带来的货物运损、事故率及保险费用等等下降，官方给出的数据是每公里货运成本降低29%、车队运营利润提升高达195%。货运物流行业亘古不变，决定一切矛盾、供需关系的根本出发只有一条：成本，限制条件和额外影响因素远少于Robotaxi。这也是编队模式的最大优势：相比只能减人不能去人的L2卡车，降本增效立竿见影。这也是让海外惊叹“没想到”的核心：三一用L4编队打了一个双向“剪刀差”，相比纯无人场景不受限，相比L2卡车成本大幅降低——扫清了L4卡车的落地障碍。包括特斯拉、Waymo，以前高光过又倒掉的北美自动驾驶卡车玩家等等在内，却无一尝试。况且，北美路况其实更加适合编队模式。海外智能车媒体Electrek发出了这样的感叹：三一落地的Robotruck编队模式，的确也不是完全无人驾驶，但又比特斯拉FSD明显领先，至少现在的FSD还必须要求驾驶员随时接管。Robotruck本身AI司机的核心算法能力，以及前装量产的工程化能力，这两点放在如今任何自动驾驶玩家，甚至是头部玩家身上都是稀缺且关键的核心竞争力。在三一重工这个传统工程机械巨头身上更加令人惊奇。毕竟一直以来三一活跃在大家面前的形象，都是起重机、混凝土机械、挖掘机等等：就算切入重卡赛道，依然是以传统柴油产品为主，主打性价比出圈，新能源重卡也是前几年起步。短短时间内，就具备L4全栈研发、运营能力，甚至参透了Robotruck落地模式“天机”，三一背后难道另有“高人”？三一出圈，谁的内功？其实这张图片已经能看出端倪：三一自动驾驶重卡车厢上印着自动驾驶圈再熟悉不过的名字：PONY——小马智行。L4编队模式模式落地的车，其实也是小马智行前不久刚刚亮相过的第四代自动驾驶卡车：重卡车头本体是小马智行和三一重卡合作的前装量产产品，L4及编队算法是小马智行最新自动驾驶全栈技术体系。软件上早就从传统L4阵营的模块化、规则化体系，进化到了基于强化学习范式的世界模型：PonyWorld。三大核心能力：生成场景和传感器数据、高度逼真的仿真以及驾驶行为的多维度评估；能够让AI司机学习驾驶意图和决策，逐步建立对复杂驾驶情境的理解和应对能力，也就是让模型从端到端简单的模仿学习，到理解输出轨迹和场景动态之间的因果关而这也是小马智行通用AI司机的基座，同时也为Robotaxi提供核心能力。复用和互通布置停留在软件算法层间，硬件方案，包括的自研域控、传感器、冗余等等，同样和小马智行第七代Robotaxi高度复用。也就是说，在全车4-6个激光雷达的条件下，自动驾驶套件BOM成本仍然比前代降低约70%——编队解决落地运营的模式问题，和Robotaxi复用的L4软硬件则解决了单车成本问题。2026年，小马智行给出的预估是四代自动驾驶重卡很快就能投产，并达到1000辆落地规模。根据小马智行的第三季度财报，Robotruck业务收入7250万元人民币，而三季度总营收为1.81亿人民币，Robotruck占总营收超过1/3，而这还仅仅是四代车没落地的数据。所以，2026不光是Robotaxi落地盈利的元年，同样也是自动驾驶“第二战场”L4卡车的商业化元年。而对于小马智行来说，两条腿的“加速度”，可能比以往任何时候都快。海外自动驾驶卡车，牌桌上还剩谁？北美一只手就能数的过来，首先是马斯克的特斯拉SemiTruck：特斯拉存在多久，SemiTruck项目的历史就有多久，只不过特斯拉在卡车项目上，比跑车、皮卡等等都更加忠实马斯克“延期兑现”的习惯：截止2025年，SemiTruck交付量将将过百。至于卡车的自动驾驶系统，还是FSD的非公开的专用测试阶段。特斯拉自动驾驶卡车推进节奏相比乘用车慢的不是一星半点，其实也可以理解，一方面主观因素上，分散马斯克精力的事实在太多了……同时特斯拉乘用车销售基本盘又面临严峻挑战，比如纯电销冠也刚刚败给了比亚迪。客观因素上，北美推自动驾驶卡车，要面临着强大的卡车司机行会组织。很有可能，老马承诺的2026年SemiTruck年产5万辆开启大规模交付，又要跳票了。另一个值得关注的玩家，是侯晓迪创业再出发的Bot Auto：刚刚跑通无人Demo，的确惊艳，不过仍然没走到规模化落地运营阶段。但值得注意的是，侯晓迪已经明确，Bot Auto的技术体系抛弃了传统L4的模块化、规则驱动，转而从特斯拉的数据驱动借鉴经验，迅速提高系统的迭代效率和泛化性。当然，还有曾经高举高打进军过自动驾驶卡车、后来又低调退出，现在Robotaxi一骑绝尘的另一个自动驾驶一哥Waymo。实际上Waymo最初也是看中了货运这条赛道降本需求迫切，Robotaxi技术又有极高的复用性，能够快速产生营收才选择切入的。不过北美的现实因素还包括车企方：北美卡车公司小而多，做成了地域特征明显的闭环生意，很少有积极意愿和自动驾驶公司共同开发前装量产车型。包括倒掉的图森北美、Embark，暂停项目的Waymo等等在内，一直没拿出过真正的前装量产L4卡车。各种因素作用，Waymo的Robotaxi业务一飞冲天，但Robotruck业务长期沉寂，直到去年年中官方第一次明确暂停投入。不过外媒The Information前几天透露了一个未经证实的消息，说Waymo目前正在积极考虑重启自动驾驶卡车业务，瞄准干线物流场景。回归国内视角，Robotruck赛道不算封闭港口园区场景，干线物流，包括城际中短途货运，现在呈现出的格局是——模式上殊途同归、竞争上头部效应凸显，而背后是技术上护城河越来越明显。模式上就是前面详细解释过的“L4编队”，成了Robotruck赛道公认最合适的落地路径，本来就以L4立身的、前期做L2的、以造车为主的等等玩家，现在几乎无一例外转向编队模式。其中一马当先的是我们介绍过的卡尔动力，实际编队运营规模400台，单车盈亏线已经打平。小马智行、DeepWay现阶段已经在技术上跑通L4编队，且都有密切合作的前装量产车企，2026年紧锣密鼓迎接规模化挑战。当然还有更加“终局”的玩家零一卡车，两条长线并行，一条是卡车新势力，造车卖车持续产生营收；另一条路线是直接全无人卡车，官方直接定义为L5，先在园区内试运行，逐渐拓展到开放道路。自动驾驶在卡车这条分赛道上，呈现出的中国玩家大胆探索，北美玩家谨慎推进的状态。背后驱动因素是数据驱动的大模型技术浪潮。所谓技术体系、落地模式的“收敛”，是从货运物流场景需求倒推的。短期来看，L4通过“编队”模式，完美平衡法规、成本、技术的不可能三角。但长期考量，真正的核心不是编队中头车的L2，而是尾随车辆的L4能力，毕竟物流是成本极度敏感的行业，唯一能行得通的自动驾驶落地是“去人”，而不是“减人”。所以L4卡车赛道短期落地比的是找场景、找客户的能力，但归根结底，还是比能不能真去人、能不能真泛化的技术实力。10年洗牌，Robotruck这条赛道早已经证明：只有真正的L4，L2/L3没有任何模糊空间、立足之地。—联系作者——完—【智能车参考】原创内容，未经账号授权，禁止随意转载。点这里关注我，记得标星，么么哒～","news_type":1,"symbols_score_info":{"600031":1.93,"TSYW.SI":0.6,"TSLA":0.9,"06031":1.93}},"isVote":1,"tweetType":1,"viewCount":762,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"CN","totalScore":0},{"id":511733618606392,"gmtCreate":1765961926118,"gmtModify":1765961929111,"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":"亏钱亏急眼了","listText":"亏钱亏急眼了","text":"亏钱亏急眼了","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":0,"commentSize":0,"repostSize":0,"link":"https://laohu8.com/post/511733618606392","isVote":1,"tweetType":1,"viewCount":1123,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"CN","totalScore":0},{"id":511363798368904,"gmtCreate":1765871573769,"gmtModify":1765871576614,"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":"正视技术优势，自我麻痹是没有用的","listText":"正视技术优势，自我麻痹是没有用的","text":"正视技术优势，自我麻痹是没有用的","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":1,"commentSize":0,"repostSize":0,"link":"https://laohu8.com/post/511363798368904","isVote":1,"tweetType":1,"viewCount":1416,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"CN","totalScore":0},{"id":511052546786064,"gmtCreate":1765795591154,"gmtModify":1765795593423,"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":"说点你听得懂的真话，你又急了","listText":"说点你听得懂的真话，你又急了","text":"说点你听得懂的真话，你又急了","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":3,"commentSize":0,"repostSize":0,"link":"https://laohu8.com/post/511052546786064","repostId":"2591617050","repostType":2,"repost":{"id":"2591617050","kind":"news","pubTimestamp":1765793768,"share":"https://www.laohu8.com/m/news/2591617050?lang=zh_CN&edition=full","pubTime":"2025-12-15 18:16","market":"us","language":"zh","title":"特斯拉急了？发文内涵国内友商 称只会一味堆大电池 续航还不行","url":"https://stock-news.laohu8.com/highlight/detail?id=2591617050","media":"太平洋汽车网","summary":"12月15日，特斯拉官方发文直接内涵国内友商，称一些车型只会一味堆大电池，却没推出更长的续航；飙更高的马力，却没带来更强的动力；背着更重的车身，结果载重严重“缩水”。特斯拉官方提到：一味堆电池只会增加车重，甚至列举一些车型搭载100度电池，Model 3重几百斤，续航也没超过Model 3；更嘲讽道一些车比Model Y重1000+斤，续航不如Model Y。","content":"<html><body><article><p>【<a href=\"https://laohu8.com/S/601099\">太平洋</a>汽车 行业频道】12月15日，<a href=\"https://laohu8.com/S/TSLA\">特斯拉</a>官方发文直接内涵国内友商，称一些车型只会一味堆大电池，却没推出更长的续航；飙更高的马力，却没带来更强的动力；背着更重的车身，结果载重严重“缩水”。</p><img src=\"https://inews.gtimg.com/om_bt/OhsPjB2JHYzlql10dpoqwkrwpERDA7ySrr1caVU2tLQVgAA/0\"/><img src=\"https://inews.gtimg.com/om_bt/OpaefuZNRkz5PS2_WiMP-m7ihGhn9f4Ytf1ul_ZwdD8UUAA/0\"/><p>在文章开头，特斯拉自问自答，提到选好车看什么？自行给答案是除了看品牌、看价格、看配置、看续航，还要关心一下车重，直言重量最能看出一辆车有“几斤几两”，于是就有文章开头那一段。</p><img src=\"https://inews.gtimg.com/om_bt/OsvTCI5DlBAi4vwFjvKSAu3ZCODLnPlAq5F6rureWmr78AA/0\"/><img src=\"https://inews.gtimg.com/om_bt/OVuQeugGF451uqkiHqo_Y8ZXejbvzvIwQt-nnM2-UCgh4AA/0\"/><p>特斯拉官方提到：一味堆电池只会增加车重，甚至列举一些车型搭载100度电池，Model 3（询底价|查参配）重几百斤，续航也没超过Model 3；更嘲讽道一些车比Model Y重1000+斤，续航不如Model Y。</p><p>特斯拉官方还给出解释：同等条件下，电池越重，车辆越重，电耗也就越高，续航提升越有限；电池越大，车越大，让电池跑起来的“损耗”也越大，而车身每减重10%，续航里程可提升5%-6%。</p><img src=\"https://inews.gtimg.com/om_bt/O1O-M9KcoIQa9zoil66zAWgMLqGyYDZST1zSaaZ3Y1BE0AA/0\"/><p>对于动力方面，特斯拉官方更是直言：宁少十马力，不多一公斤，再大的马力，配上过大的电池、过重的车身都无法发挥出优异的加速性能。对于看载重，更是嘲讽道有些车型看似车身尺寸大了，但能装的反而更少了。</p><img src=\"https://inews.gtimg.com/om_bt/ObKZn2Yx-y6G2SrMaGJDufbAvOG7Ge_xrq70QKBfz7H0kAA/0\"/><p>特斯拉官方还表示：电动车盲目堆料，堆出来的是风险；科学减重，留给消费者的是同级更优的载重、空间、能耗、操控.....最重要的是安全。减重不是偷工减料，而是实实在在的硬核科技。</p><img src=\"https://inews.gtimg.com/om_bt/OhBFwLsd1Iu3FhKPC5DGIjFax8VuKffe-F6cZV_fk7i50AA/0\"/><p>尽管以上这些话非常刺耳，但也确实很实在，而当下的特斯拉也有狂妄的底气，其Model 3长续航后轮驱动版仅搭载78.4度电池，CLTC纯电续航高达830km，整备质量仅1760kg；其Model Y（询底价|查参配）长续航后轮驱动版同样搭载78.4度电池，CLTC纯电续航达到821km，整备质量仅1891kg。</p><p>之前特斯拉Model Y焕新版刚发布时，就扬言“尽管对比”，引发热议，就连<a href=\"https://laohu8.com/S/XIACY\">小米</a>创办人、董事长兼CEO雷军都回应：好的。不知道这次特斯拉再公开“挑衅”各大友商，他们又作何回应？（文：太平洋汽车 吴启星）</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>特斯拉急了？发文内涵国内友商 称只会一味堆大电池 续航还不行</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特斯拉急了？发文内涵国内友商 称只会一味堆大电池 续航还不行\n</h2>\n\n<h4 class=\"meta\">\n\n\n2025-12-15 18:16 北京时间&nbsp;&nbsp;&nbsp;<a href=http://gu.qq.com/resources/shy/news/detail-v2/index.html#/?id=nesSN20251215181903a6a4c476&s=b><strong>太平洋汽车网</strong></a>\n\n\n</h4>\n\n</header>\n<article>\n<div>\n<p>【太平洋汽车 行业频道】12月15日，特斯拉官方发文直接内涵国内友商，称一些车型只会一味堆大电池，却没推出更长的续航；飙更高的马力，却没带来更强的动力；背着更重的车身，结果载重严重“缩水”。在文章开头，特斯拉自问自答，提到选好车看什么？自行给答案是除了看品牌、看价格、看配置、看续航，还要关心一下车重，直言重量最能看出一辆车有“几斤几两”，于是就有文章开头那一段。特斯拉官方提到：一味堆电池只会增加...</p>\n\n<a href=\"http://gu.qq.com/resources/shy/news/detail-v2/index.html#/?id=nesSN20251215181903a6a4c476&s=b\">网页链接</a>\n\n</div>\n\n\n</article>\n</div>\n</body>\n</html>\n","type":0,"thumbnail":"","relate_stocks":{"LU2462157665.USD":"ALLIANZ GLOBAL INCOME \"A\" (USD) INC","TSYW.SI":"TESLA 3xLongSG261006","SG9999015978.USD":"利安颠覆性创新基金A","LU0964807845.USD":"ALLIANZ INCOME & GROWTH \"A\" (USD) INC","LU0097036916.USD":"贝莱德美国增长A2 USD","IE00B1XK9C88.USD":"PINEBRIDGE US LARGE CAP RESEARCH ENHANCED \"A\" (USD) ACC","LU0466842654.USD":"HSBC ISLAMIC GLOBAL EQUITY INDEX \"A\" (USD) ACC","LU0689472784.USD":"安联收益及增长基金Cl AM AT Acc","BK4588":"碎股","BK4548":"巴美列捷福持仓","IE00BSNM7G36.USD":"NEUBERGER BERMAN SYSTEMATIC GLOBAL SUSTAINABLE VALUE \"A\" (USD) ACC","LU0234572021.USD":"高盛美国核心股票组合Acc","LU0820562030.AUD":"ALLIANZ INCOME AND GROWTH \"AMH2\" (AUDHDG) H2 INC","LU2250418816.HKD":"BGF WORLD TECHNOLOGY \"A\" (HKD) ACC","LU1778281490.HKD":"HSBC GIF GLOBAL LOWER CARBON EQUITY \"AD\" (HKD) INC","BK4574":"无人驾驶","LU1861558580.USD":"日兴方舟颠覆性创新基金B","LU0345769631.USD":"NINETY ONE GSF GLOBAL EQUITY \"A\" (USD) INC","LU2896262040.SGD":"JPM US GROWTH FUND \"A\" (SGD) ACC","TSLA":"特斯拉","LU2360106780.USD":"BGF WORLD TECHNOLOGY \"A4\" (USD) INC","LU0082616367.USD":"摩根大通美国科技A（dist）","SG9999015986.USD":"LIONGLOBAL DISRUPTIVE INNOVATION \"I\" (USD) ACC","LU1066051225.USD":"HSBC GIF GLOBAL EQUITY VOLATILITY FOCUSED \"AC\" (USD) ACC","LU0719512351.SGD":"JPMorgan Funds - US Technology A (acc) SGD","LU0345770993.USD":"NINETY ONE GSF GLOBAL STRATEGIC EQUITY \"A\" (USD) INC","LU2756315318.SGD":"ALLIANZ INCOME AND GROWTH \"AMG\" (SGDHDG) INC A","LU1066053197.SGD":"HSBC GIF GLOBAL EQUITY VOLATILITY FOCUSED \"AM3\" (SGDHDG) INC","LU1232071149.USD":"AZ FUND 1 GLOBAL GROWTH SELECTOR \"AAZ\" (USDHDG) ACC","BK4527":"明星科技股","LU0320765059.SGD":"FTIF - Franklin US Opportunities A Acc SGD","LU1720051108.HKD":"ALLIANZ GLOBAL ARTIFICIAL INTELLIGENCE \"AT\" (HKD) ACC","BK4099":"汽车制造商","BK4511":"特斯拉概念","BK4585":"ETF&股票定投概念","IE00BJLML261.HKD":"HSBC GLOBAL EQUITY INDEX \"HCH\" (HKD) ACC","TSLL":"2倍做多TSLA ETF-Direxion","LU0323591593.USD":"SCHRODER ISF QEP GLOBAL QUALITY \"A\" (USD) ACC","LU1674673428.USD":"HSBC GIF GLOBAL LOWER CARBON EQUITY \"AC\" (USD) ACC","BK4555":"新能源车","SG9999015952.SGD":"LIONGLOBAL DISRUPTIVE INNOVATION \"I\" (SGD) ACC","LU1839511570.USD":"WELLS FARGO GLOBAL FACTOR ENHANCED EQUITY \"I\" (USD) ACC","LU1861220033.SGD":"Blackrock Next Generation Technology A2 SGD-H","LU2456880835.USD":"ALLIANZ GLOBAL INCOME \"AT\" (USD) ACC","LU1366192091.USD":"ALLIANZ US EQUITY PLUS \"AM\" (USD) INC","LU0708995401.HKD":"FRANKLIN U.S. OPPORTUNITIES \"A\" (HKD) ACC","IE00B19Z8W00.USD":"FTGF CLEARBRIDGE US LARGE CAP GROWTH \"A\" INC","LU0056508442.USD":"贝莱德世界科技基金A2","LU1066051811.HKD":"HSBC GIF GLOBAL EQUITY VOLATILITY FOCUSED \"AM2\" (HKD) INC","LU2471134879.HKD":"INVESCO GLOBAL EQUITY INCOME ADVANTAGE \"A\" (HKD) INC"},"source_url":"http://gu.qq.com/resources/shy/news/detail-v2/index.html#/?id=nesSN20251215181903a6a4c476&s=b","is_english":false,"share_image_url":"https://static.laohu8.com/9a95c1376e76363c1401fee7d3717173","article_id":"2591617050","content_text":"【太平洋汽车 行业频道】12月15日，特斯拉官方发文直接内涵国内友商，称一些车型只会一味堆大电池，却没推出更长的续航；飙更高的马力，却没带来更强的动力；背着更重的车身，结果载重严重“缩水”。在文章开头，特斯拉自问自答，提到选好车看什么？自行给答案是除了看品牌、看价格、看配置、看续航，还要关心一下车重，直言重量最能看出一辆车有“几斤几两”，于是就有文章开头那一段。特斯拉官方提到：一味堆电池只会增加车重，甚至列举一些车型搭载100度电池，Model 3（询底价|查参配）重几百斤，续航也没超过Model 3；更嘲讽道一些车比Model Y重1000+斤，续航不如Model Y。特斯拉官方还给出解释：同等条件下，电池越重，车辆越重，电耗也就越高，续航提升越有限；电池越大，车越大，让电池跑起来的“损耗”也越大，而车身每减重10%，续航里程可提升5%-6%。对于动力方面，特斯拉官方更是直言：宁少十马力，不多一公斤，再大的马力，配上过大的电池、过重的车身都无法发挥出优异的加速性能。对于看载重，更是嘲讽道有些车型看似车身尺寸大了，但能装的反而更少了。特斯拉官方还表示：电动车盲目堆料，堆出来的是风险；科学减重，留给消费者的是同级更优的载重、空间、能耗、操控.....最重要的是安全。减重不是偷工减料，而是实实在在的硬核科技。尽管以上这些话非常刺耳，但也确实很实在，而当下的特斯拉也有狂妄的底气，其Model 3长续航后轮驱动版仅搭载78.4度电池，CLTC纯电续航高达830km，整备质量仅1760kg；其Model Y（询底价|查参配）长续航后轮驱动版同样搭载78.4度电池，CLTC纯电续航达到821km，整备质量仅1891kg。之前特斯拉Model Y焕新版刚发布时，就扬言“尽管对比”，引发热议，就连小米创办人、董事长兼CEO雷军都回应：好的。不知道这次特斯拉再公开“挑衅”各大友商，他们又作何回应？（文：太平洋汽车 吴启星）","news_type":1,"symbols_score_info":{"TSYW.SI":0.6,"TSLL":1.5,"TSLA":1.5}},"isVote":1,"tweetType":1,"viewCount":1786,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"CN","totalScore":0},{"id":511034518118496,"gmtCreate":1765791264930,"gmtModify":1765791267660,"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":"再怎么黑也阻挡不了时代的车轮","listText":"再怎么黑也阻挡不了时代的车轮","text":"再怎么黑也阻挡不了时代的车轮","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":1,"commentSize":0,"repostSize":0,"link":"https://laohu8.com/post/511034518118496","repostId":"2591496619","repostType":2,"repost":{"id":"2591496619","kind":"news","pubTimestamp":1765786332,"share":"https://www.laohu8.com/m/news/2591496619?lang=zh_CN&edition=full","pubTime":"2025-12-15 16:12","market":"us","language":"zh","title":"特斯拉FSD实测：驾驶体验提升，但完全自动驾驶仍非一蹴而就","url":"https://stock-news.laohu8.com/highlight/detail?id=2591496619","media":"金十数据","summary":"《巴伦周刊》近期对特斯拉最新的“全自动驾驶”系统进行了实际道路测试。数据显示，其安全行驶里程大幅增加。尽管取得了这些进展，但仍难以断言特斯拉是否已处于实现通用自动驾驶的边缘。全自动驾驶系统仍然需要人类100%的时间进行监督。评测人员家中拥有不止一辆车，驾驶另一辆非特斯拉的车辆也毫无问题。目前，美国特斯拉车队中约有12%支付费用使用全自动驾驶系统。全自动驾驶系统版本14所代表的，正是通往这一目标道路上的又一步。","content":"<html><body><article><p>《巴伦周刊》近期对<a href=\"https://laohu8.com/S/TSLA\">特斯拉</a>最新的“全自动驾驶”系统（版本14）进行了实际道路测试。测试发现，该系统在驾驶平稳性、日常及复杂路况处理方面均有明显改进，甚至让乘客感到比人类驾驶更舒适。数据显示，其安全行驶里程大幅增加。</p><p>特斯拉首席执行官埃隆·马斯克（Elon Musk）深信，任何尝试过其电动汽车制造商旗下最高级别驾驶辅助产品——全自动驾驶系统的人，都将对它产生依赖。</p><p>他并没有说错。</p><p>《巴伦周刊》对特斯拉(TSLA.O)全自动驾驶系统的最新版本（版本14）进行了多次试驾，一如之前测试旧版本那样，旨在帮助未接触过该技术的投资者了解其当前发展状况。它正在不断改进。</p><p>该刊的首次评测是在2023年9月，当时将其驾驶体验描述为“像一个刚拿学习驾照的青少年与一位八旬老人的混合体”。系统表现尚可，但平心而论，当时评测人员自身的驾驶技术可能更好。而2024年及2025年初的评测则显示了进步。</p><p>版本14在系统能力和驾驶品质上又提升了一步。对于这个最新版本，最恰当的赞誉或许是：评测人员的乘客更喜欢让全自动驾驶系统来驾驶，而不是评测人员本人。现在，特斯拉的系统运行更平稳，不再那么颠簸。它可能确实是个更出色的“驾驶员”。</p><p>（一项显著的改进是，车辆能够自主停靠到特斯拉超级充电站，并准备就绪以进行充电。）</p><p>当然，《巴伦周刊》的产品评测并非全面或具有严格科学性。但测试车辆在相同道路、相似路况下进行了对比。它也在雪天以及往返拉瓜迪亚机场的行程中表现出色，未出现任何重大问题。</p><p>还有其他证据表明系统正在改进。华尔街不时参考的众包网站teslafsdtracker.com报告称，全自动驾驶系统版本14.1.7在两次“严重脱离”之间已累计行驶超过9000英里，投资者将此解读为车辆做出令驾驶员认为危险行为的间隔里程。</p><p>尽管取得了这些进展，但仍难以断言特斯拉是否已处于实现通用自动驾驶的边缘。Alphabet旗下的Waymo机器人出租车表现似乎要出色约一倍。全自动驾驶系统仍然需要人类100%的时间进行监督。此外，评测人员可以选择如“赶时间”之类的驾驶模式，从而规避限速法规。（不过，这是评测人员个人的选择。）</p><p>最终，全自动驾驶系统何时能成熟到足以让人类驾驶员将视线从道路上移开，这将由联邦和各州的监管机构决定。该全自动驾驶系统一直受到监管机构的持续审查，近期还因涉及车道标线、交通标志和交通信号的违规行为受到批评。它并非完美。</p><p>目前，在大多数情况下，《巴伦周刊》的评测人员更倾向于让全自动驾驶系统完成大部分驾驶操作。这使生活轻松了些许，并且在有监督的情况下，增添了一层乘客们逐渐认可的安全保障。</p><p>在某种程度上，这印证了马斯克对该产品的看法。马斯克在特斯拉11月举行的年度股东大会上表示：“销售团队和服务团队实际上会与客户坐下来，说：‘您看，让我们展示一下它是如何工作的，有多么方便。’然后，即使他们只尝试了几天，也会发现离不开它了。”</p><p>当然，这有些夸张。没有它人们也能生活。评测人员家中拥有不止一辆车，驾驶另一辆非特斯拉的车辆也毫无问题。但评测人员并不喜欢那样做。</p><p>全自动驾驶系统的改进对特斯拉股票意味着什么很容易估算：它意味着一切。特斯拉的市值约为1.5万亿美元，是其2026年预估收益的200倍，这是因为投资者预期，经由人工智能训练的自动驾驶特斯拉将开启一个收益增长的<a href=\"https://laohu8.com/S/00166\">新时代</a>。</p><p>目前，美国特斯拉车队中约有12%支付费用使用全自动驾驶系统。这相当于有数十万人为这款驾驶辅助产品付费。然而，这并不足以支撑特斯拉当前的股票市场估值。相反，投资者预期自动驾驶技术的进步，将推动特斯拉于6月在德克萨斯州奥斯汀推出的机器人出租车平台在2026年快速扩张。</p><p>全自动驾驶系统版本14所代表的，正是通往这一目标道路上的又一步。</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实测：驾驶体验提升，但完全自动驾驶仍非一蹴而就</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FSD实测：驾驶体验提升，但完全自动驾驶仍非一蹴而就\n</h2>\n\n<h4 class=\"meta\">\n\n\n2025-12-15 16:12 北京时间&nbsp;&nbsp;&nbsp;<a href=http://gu.qq.com/resources/shy/news/detail-v2/index.html#/?id=nesSN20251215163252a44d3f00&s=b><strong>金十数据</strong></a>\n\n\n</h4>\n\n</header>\n<article>\n<div>\n<p>《巴伦周刊》近期对特斯拉最新的“全自动驾驶”系统（版本14）进行了实际道路测试。测试发现，该系统在驾驶平稳性、日常及复杂路况处理方面均有明显改进，甚至让乘客感到比人类驾驶更舒适。数据显示，其安全行驶里程大幅增加。特斯拉首席执行官埃隆·马斯克（Elon Musk）深信，任何尝试过其电动汽车制造商旗下最高级别驾驶辅助产品——全自动驾驶系统的人，都将对它产生依赖。他并没有说错。《巴伦周刊》对特斯拉(...</p>\n\n<a href=\"http://gu.qq.com/resources/shy/news/detail-v2/index.html#/?id=nesSN20251215163252a44d3f00&s=b\">网页链接</a>\n\n</div>\n\n\n</article>\n</div>\n</body>\n</html>\n","type":0,"thumbnail":"","relate_stocks":{"LU2750360641.GBP":"INVESCO GLOBAL EQUITY INCOME ADVANTAGE \"A\" (GBPHDG) INC","LU2063271972.USD":"富兰克林创新领域基金","LU2108987350.USD":"UBS (LUX) EQUITY SICAV GLOBAL OPPORTUNITY SUSTAINABLE (USD) \"P\" (USD) ACC","LU0053666078.USD":"摩根大通基金-美国股票A（离岸）美元","LU2896262040.SGD":"JPM US GROWTH FUND \"A\" (SGD) ACC","LU2360106780.USD":"BGF WORLD TECHNOLOGY \"A4\" (USD) INC","LU1551013425.SGD":"Allianz Income and Growth Cl AMg2 DIS H2-SGD","LU0077335932.USD":"FIDELITY AMERICAN GROWTH \"A\" INC","LU1066051225.USD":"HSBC GIF GLOBAL EQUITY VOLATILITY FOCUSED \"AC\" (USD) ACC","LU0345770993.USD":"NINETY ONE GSF GLOBAL STRATEGIC EQUITY \"A\" (USD) INC","IE00BWXC8680.SGD":"PINEBRIDGE US LARGE CAP RESEARCH ENHANCED \"A5\" (SGD) ACC","BK4581":"高盛持仓","LU1232071149.USD":"AZ FUND 1 GLOBAL GROWTH SELECTOR \"AAZ\" (USDHDG) ACC","LU2023250330.USD":"ALLIANZ INCOME AND GROWTH \"AMG\" (USD) INC","BK4527":"明星科技股","TSLL":"2倍做多TSLA ETF-Direxion","LU1720051017.SGD":"Allianz Global Artificial Intelligence AT Acc H2-SGD","BK4511":"特斯拉概念","LU1914381329.SGD":"Allianz Best Styles Global Equity Cl ET Acc H2-SGD","LU2249611893.SGD":"BNP PARIBAS ENERGY TRANSITION \"CRH\" (SGD) ACC","LU0198837287.USD":"UBS (LUX) EQUITY SICAV - USA GROWTH \"P\" (USD) ACC","LU0820561909.HKD":"ALLIANZ INCOME AND GROWTH \"AM\" (HKD) INC","LU0316494557.USD":"FRANKLIN GLOBAL FUNDAMENTAL STRATEGIES \"A\" ACC","LU2357305700.SGD":"Allianz Global Artificial Intelligence ET H2-SGD","BK4555":"新能源车","LU1861559042.SGD":"日兴方舟颠覆性创新基金B SGD","LU1429558221.USD":"Natixis Loomis Sayles US Growth Equity RA USD","LU0820561818.USD":"安联收益及增长平衡基金Cl AM DIS","LU2456880835.USD":"ALLIANZ GLOBAL INCOME \"AT\" (USD) ACC","LU0708995401.HKD":"FRANKLIN U.S. OPPORTUNITIES \"A\" (HKD) ACC","LU1366192091.USD":"ALLIANZ US EQUITY PLUS \"AM\" (USD) INC","IE00BK4W5L77.USD":"HSBC GLOBAL FUNDS ICAV US EQUITY INDEX \"HC\" (USD) ACC","LU1066051811.HKD":"HSBC GIF GLOBAL EQUITY VOLATILITY FOCUSED \"AM2\" (HKD) INC","BK4516":"特朗普概念","LU0056508442.USD":"贝莱德世界科技基金A2","LU0823414478.USD":"法巴经典能源转换基金","IE00BK4W5M84.HKD":"HSBC GLOBAL FUNDS ICAV US EQUITY INDEX \"HC\" (HKD) ACC","LU0466842654.USD":"HSBC ISLAMIC GLOBAL EQUITY INDEX \"A\" (USD) ACC","TSLA":"特斯拉","LU0097036916.USD":"贝莱德美国增长A2 USD","LU2403377893.USD":"ALLIANZ SELECT INCOME AND GROWTH \"AM\" (USD) INC","LU0689472784.USD":"安联收益及增长基金Cl AM AT Acc","IE00B19Z8X17.USD":"FTGF CLEARBRIDGE US LARGE CAP GROWTH  \"AG\" (USD) ACC","TSYW.SI":"TESLA 3xLongSG261006","LU2326559502.SGD":"Natixis Loomis Sayles US Growth Equity P/A SGD-H","LU0345769128.USD":"NINETY ONE GSF GLOBAL EQUITY \"A\" (USD) ACC","LU1852331112.SGD":"Blackrock World Technology Fund A2 SGD-H","BK4550":"红杉资本持仓","IE00BSNM7G36.USD":"NEUBERGER BERMAN SYSTEMATIC GLOBAL SUSTAINABLE VALUE \"A\" (USD) ACC","BK4548":"巴美列捷福持仓"},"source_url":"http://gu.qq.com/resources/shy/news/detail-v2/index.html#/?id=nesSN20251215163252a44d3f00&s=b","is_english":false,"share_image_url":"https://static.laohu8.com/9a95c1376e76363c1401fee7d3717173","article_id":"2591496619","content_text":"《巴伦周刊》近期对特斯拉最新的“全自动驾驶”系统（版本14）进行了实际道路测试。测试发现，该系统在驾驶平稳性、日常及复杂路况处理方面均有明显改进，甚至让乘客感到比人类驾驶更舒适。数据显示，其安全行驶里程大幅增加。特斯拉首席执行官埃隆·马斯克（Elon Musk）深信，任何尝试过其电动汽车制造商旗下最高级别驾驶辅助产品——全自动驾驶系统的人，都将对它产生依赖。他并没有说错。《巴伦周刊》对特斯拉(TSLA.O)全自动驾驶系统的最新版本（版本14）进行了多次试驾，一如之前测试旧版本那样，旨在帮助未接触过该技术的投资者了解其当前发展状况。它正在不断改进。该刊的首次评测是在2023年9月，当时将其驾驶体验描述为“像一个刚拿学习驾照的青少年与一位八旬老人的混合体”。系统表现尚可，但平心而论，当时评测人员自身的驾驶技术可能更好。而2024年及2025年初的评测则显示了进步。版本14在系统能力和驾驶品质上又提升了一步。对于这个最新版本，最恰当的赞誉或许是：评测人员的乘客更喜欢让全自动驾驶系统来驾驶，而不是评测人员本人。现在，特斯拉的系统运行更平稳，不再那么颠簸。它可能确实是个更出色的“驾驶员”。（一项显著的改进是，车辆能够自主停靠到特斯拉超级充电站，并准备就绪以进行充电。）当然，《巴伦周刊》的产品评测并非全面或具有严格科学性。但测试车辆在相同道路、相似路况下进行了对比。它也在雪天以及往返拉瓜迪亚机场的行程中表现出色，未出现任何重大问题。还有其他证据表明系统正在改进。华尔街不时参考的众包网站teslafsdtracker.com报告称，全自动驾驶系统版本14.1.7在两次“严重脱离”之间已累计行驶超过9000英里，投资者将此解读为车辆做出令驾驶员认为危险行为的间隔里程。尽管取得了这些进展，但仍难以断言特斯拉是否已处于实现通用自动驾驶的边缘。Alphabet旗下的Waymo机器人出租车表现似乎要出色约一倍。全自动驾驶系统仍然需要人类100%的时间进行监督。此外，评测人员可以选择如“赶时间”之类的驾驶模式，从而规避限速法规。（不过，这是评测人员个人的选择。）最终，全自动驾驶系统何时能成熟到足以让人类驾驶员将视线从道路上移开，这将由联邦和各州的监管机构决定。该全自动驾驶系统一直受到监管机构的持续审查，近期还因涉及车道标线、交通标志和交通信号的违规行为受到批评。它并非完美。目前，在大多数情况下，《巴伦周刊》的评测人员更倾向于让全自动驾驶系统完成大部分驾驶操作。这使生活轻松了些许，并且在有监督的情况下，增添了一层乘客们逐渐认可的安全保障。在某种程度上，这印证了马斯克对该产品的看法。马斯克在特斯拉11月举行的年度股东大会上表示：“销售团队和服务团队实际上会与客户坐下来，说：‘您看，让我们展示一下它是如何工作的，有多么方便。’然后，即使他们只尝试了几天，也会发现离不开它了。”当然，这有些夸张。没有它人们也能生活。评测人员家中拥有不止一辆车，驾驶另一辆非特斯拉的车辆也毫无问题。但评测人员并不喜欢那样做。全自动驾驶系统的改进对特斯拉股票意味着什么很容易估算：它意味着一切。特斯拉的市值约为1.5万亿美元，是其2026年预估收益的200倍，这是因为投资者预期，经由人工智能训练的自动驾驶特斯拉将开启一个收益增长的新时代。目前，美国特斯拉车队中约有12%支付费用使用全自动驾驶系统。这相当于有数十万人为这款驾驶辅助产品付费。然而，这并不足以支撑特斯拉当前的股票市场估值。相反，投资者预期自动驾驶技术的进步，将推动特斯拉于6月在德克萨斯州奥斯汀推出的机器人出租车平台在2026年快速扩张。全自动驾驶系统版本14所代表的，正是通往这一目标道路上的又一步。","news_type":1,"symbols_score_info":{"TSLA":1.5,"TSYW.SI":0.6,"TSLL":1.5}},"isVote":1,"tweetType":1,"viewCount":1030,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"CN","totalScore":0},{"id":511051259679184,"gmtCreate":1765781228294,"gmtModify":1765781231698,"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":"Replying to <a href=\"https://laohu8.com/U/4202134740040102\">@WenNuan</a>:一个做多英特尔的可怜投资者//<a href=\"https://laohu8.com/U/4202134740040102\">@WenNuan</a>:做梦，全是泡沫","listText":"Replying to <a href=\"https://laohu8.com/U/4202134740040102\">@WenNuan</a>:一个做多英特尔的可怜投资者//<a href=\"https://laohu8.com/U/4202134740040102\">@WenNuan</a>:做梦，全是泡沫","text":"Replying to @WenNuan:一个做多英特尔的可怜投资者//@WenNuan:做梦，全是泡沫","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":2,"commentSize":1,"repostSize":0,"link":"https://laohu8.com/post/511051259679184","isVote":1,"tweetType":1,"viewCount":821,"authorTweetTopStatus":1,"verified":2,"comments":[{"author":{"id":"9000000000000642","authorId":"9000000000000642","name":"CynthiaVogt","avatar":"https://static.tigerbbs.com/49133d7edf29443fb70310864b67f175","crmLevel":1,"crmLevelSwitch":0,"authorIdStr":"9000000000000642","idStr":"9000000000000642"},"content":"泡沫破的时候会更可怜，早止损吧！","text":"泡沫破的时候会更可怜，早止损吧！","html":"泡沫破的时候会更可怜，早止损吧！"}],"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=zh_CN&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\">网页链接</a>\n\n</div>\n\n\n</article>\n</div>\n</body>\n</html>\n","type":0,"thumbnail":"","relate_stocks":{"LU0689472784.USD":"安联收益及增长基金Cl AM AT Acc","BK4548":"巴美列捷福持仓","LU2087621335.USD":"ALLSPRING GLOBAL FACTOR ENHANCED EQUITY \"A\" (USD) ACC","BK4551":"寇图资本持仓","LU2326559502.SGD":"Natixis Loomis Sayles US Growth Equity P/A SGD-H","LU0823414478.USD":"法巴经典能源转换基金","LU1852331112.SGD":"Blackrock World Technology Fund A2 SGD-H","BK4511":"特斯拉概念","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","BK4588":"碎股","BK4581":"高盛持仓","IE00BSNM7G36.USD":"NEUBERGER BERMAN SYSTEMATIC GLOBAL SUSTAINABLE VALUE \"A\" (USD) ACC","BK4533":"AQR资本管理(全球第二大对冲基金)","LU1861558580.USD":"日兴方舟颠覆性创新基金B","LU2063271972.USD":"富兰克林创新领域基金","LU0053666078.USD":"摩根大通基金-美国股票A（离岸）美元","TSLA":"特斯拉","BK4585":"ETF&股票定投概念","LU0082616367.USD":"摩根大通美国科技A（dist）","LU1551013425.SGD":"Allianz Income and Growth Cl AMg2 DIS H2-SGD","BK4574":"无人驾驶","IE00BWXC8680.SGD":"PINEBRIDGE US LARGE CAP RESEARCH ENHANCED \"A5\" (SGD) ACC","LU0348723411.USD":"ALLIANZ GLOBAL HI-TECH GROWTH \"A\" (USD) INC","BK4592":"伊斯兰概念","LU1720051108.HKD":"ALLIANZ GLOBAL ARTIFICIAL INTELLIGENCE \"AT\" (HKD) ACC","LU2249611893.SGD":"BNP PARIBAS ENERGY TRANSITION \"CRH\" (SGD) ACC","LU1720051017.SGD":"Allianz Global Artificial Intelligence AT Acc H2-SGD","BK4550":"红杉资本持仓","LU0198837287.USD":"UBS (LUX) EQUITY SICAV - USA GROWTH \"P\" (USD) ACC","BK4534":"瑞士信贷持仓","LU0820561909.HKD":"ALLIANZ INCOME AND GROWTH \"AM\" (HKD) INC","LU0316494557.USD":"FRANKLIN GLOBAL FUNDAMENTAL STRATEGIES \"A\" ACC","LU2357305700.SGD":"Allianz Global Artificial Intelligence ET H2-SGD","LU0234570918.USD":"高盛全球核心股票组合Acc Close","LU1548497426.USD":"安联环球人工智能AT Acc","LU1839511570.USD":"WELLS FARGO GLOBAL FACTOR ENHANCED EQUITY \"I\" (USD) ACC","LU1861559042.SGD":"日兴方舟颠覆性创新基金B SGD","LU1429558221.USD":"Natixis Loomis Sayles US Growth Equity RA USD","TSLL":"2倍做多TSLA ETF-Direxion","BK4527":"明星科技股","LU0820561818.USD":"安联收益及增长平衡基金Cl AM DIS","LU1861220033.SGD":"Blackrock Next Generation Technology A2 SGD-H","LU0823411888.USD":"法巴消费创新基金 Cap","LU1435385759.SGD":"Natixis Loomis Sayles US Growth Equity RA SGD-H","LU1551013342.USD":"Allianz Income and Growth Cl AMg2 DIS USD","BK4099":"汽车制造商","BK4555":"新能源车","LU0056508442.USD":"贝莱德世界科技基金A2","LU0097036916.USD":"贝莱德美国增长A2 USD"},"source_url":"http://gu.qq.com/resources/shy/news/detail-v2/index.html#/?id=nesSN2023082110512284280cfd&s=b","is_english":false,"share_image_url":"https://static.laohu8.com/9a95c1376e76363c1401fee7d3717173","article_id":"2361548083","content_text":"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。","news_type":1,"symbols_score_info":{"TSLA":1,"TSLL":1}},"isVote":1,"tweetType":1,"viewCount":3925,"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=zh_CN&edition=full","pubTime":"2025-10-10 22:35","market":"sh","language":"en","title":"Tesla's AI Valuation Starting to Get Unlocked, Wedbush Says<blockquote>韦德布什表示，特斯拉的人工智能估值开始解锁</blockquote>","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":"<p><html><body> <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><blockquote><html><body><a href=\"https://laohu8.com/S/TSLA\">特斯拉</a>韦德布什在周四的一份报告中表示，特斯拉（TSLA）的人工智能估值开始释放，中国将成为该公司的力量来源。</body></html></blockquote></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><blockquote>报告称：“特斯拉在未来6-9个月内向人工智能驱动估值的进军现已开始。”</blockquote></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><blockquote>报告补充说，全自动驾驶技术及其安装基础的自动渗透以及美国Cybercab项目的加速将成为特斯拉的“金鹅”。</blockquote></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><blockquote>该公司表示，在牛市情况下，特斯拉的估值可能会在2026年初达到2万亿美元，随着全面量产的开始，到2026年底将达到3万亿美元。</blockquote></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><blockquote>该报告还表示，特斯拉的情况开始“显着”改善，这应该会为2026年带来推动力。</blockquote></p><p>Wedbush kept its outperform rating and $600 price target.</p><p><blockquote>Wedbush维持跑赢大盘评级和600美元的目标价。</blockquote></p><p>Price: 437.51, Change: +1.97, Percent Change: +0.45</p><p><blockquote>价格：437.51，变动：+1.97，变动百分比：+0.45</blockquote></p><p></body></html></p><p><blockquote></blockquote></p><p></p>","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<blockquote>韦德布什表示，特斯拉的人工智能估值开始解锁</blockquote></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: 12.5px; color: #7E829C; margin: 0;}\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<blockquote>韦德布什表示，特斯拉的人工智能估值开始解锁</blockquote>\n</h2>\n<h4 class=\"meta\">\n<a class=\"head\" href=\"https://laohu8.com/wemedia/1092851196\">\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 smaller\">2025-10-10 22:35</p>\n</div>\n</a>\n</h4>\n</header>\n<article>\n<p><html><body> <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><blockquote><html><body><a href=\"https://laohu8.com/S/TSLA\">特斯拉</a>韦德布什在周四的一份报告中表示，特斯拉（TSLA）的人工智能估值开始释放，中国将成为该公司的力量来源。</body></html></blockquote></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><blockquote>报告称：“特斯拉在未来6-9个月内向人工智能驱动估值的进军现已开始。”</blockquote></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><blockquote>报告补充说，全自动驾驶技术及其安装基础的自动渗透以及美国Cybercab项目的加速将成为特斯拉的“金鹅”。</blockquote></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><blockquote>该公司表示，在牛市情况下，特斯拉的估值可能会在2026年初达到2万亿美元，随着全面量产的开始，到2026年底将达到3万亿美元。</blockquote></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><blockquote>该报告还表示，特斯拉的情况开始“显着”改善，这应该会为2026年带来推动力。</blockquote></p><p>Wedbush kept its outperform rating and $600 price target.</p><p><blockquote>Wedbush维持跑赢大盘评级和600美元的目标价。</blockquote></p><p>Price: 437.51, Change: +1.97, Percent Change: +0.45</p><p><blockquote>价格：437.51，变动：+1.97，变动百分比：+0.45</blockquote></p><p></body></html></p><p><blockquote></blockquote></p><p></p>\n</article>\n</div>\n</body>\n</html>\n","type":0,"thumbnail":"","relate_stocks":{"BK4588":"碎股","BK4548":"巴美列捷福持仓","LU2250418816.HKD":"BGF WORLD TECHNOLOGY \"A\" (HKD) ACC","LU1861558580.USD":"日兴方舟颠覆性创新基金B","LU0345769631.USD":"NINETY ONE GSF GLOBAL EQUITY \"A\" (USD) INC","LU1778281490.HKD":"HSBC GIF GLOBAL LOWER CARBON EQUITY \"AD\" (HKD) INC","LU2108987350.USD":"UBS (LUX) EQUITY SICAV GLOBAL OPPORTUNITY SUSTAINABLE (USD) \"P\" (USD) ACC","LU0053666078.USD":"摩根大通基金-美国股票A（离岸）美元","LU2063271972.USD":"富兰克林创新领域基金","SG9999015945.SGD":"LionGlobal Disruptive Innovation Fund A SGD","LU2896262040.SGD":"JPM US GROWTH FUND \"A\" (SGD) ACC","TSLL":"2倍做多TSLA ETF-Direxion","TSLA":"特斯拉","LU2213496289.HKD":"ALLIANZ INCOME AND GROWTH \"AT\" (HKD) ACC","LU0345770308.USD":"NINETY ONE GSF GLOBAL STRATEGIC EQUITY \"A\" (USD) ACC","SG9999015986.USD":"LIONGLOBAL DISRUPTIVE INNOVATION \"I\" (USD) ACC","LU1145028129.USD":"ALLIANZ INCOME AND GROWTH \"AQ\" (USD) INC","LU2756315318.SGD":"ALLIANZ INCOME AND GROWTH \"AMG\" (SGDHDG) INC A","LU1066053197.SGD":"HSBC GIF GLOBAL EQUITY VOLATILITY FOCUSED \"AM3\" (SGDHDG) INC","LU1232071149.USD":"AZ FUND 1 GLOBAL GROWTH SELECTOR \"AAZ\" (USDHDG) ACC","BK4581":"高盛持仓","LU2023250330.USD":"ALLIANZ INCOME AND GROWTH \"AMG\" (USD) INC","IE00BJLML261.HKD":"HSBC GLOBAL EQUITY INDEX \"HCH\" (HKD) ACC","LU1720051017.SGD":"Allianz Global Artificial Intelligence AT Acc H2-SGD","LU2249611893.SGD":"BNP PARIBAS ENERGY TRANSITION \"CRH\" (SGD) ACC","BK4099":"汽车制造商","TSYW.SI":"TESLA 3xLongSG261006","LU0323591593.USD":"SCHRODER ISF QEP GLOBAL QUALITY \"A\" (USD) ACC","LU0198837287.USD":"UBS (LUX) EQUITY SICAV - USA GROWTH \"P\" (USD) ACC","LU0820561909.HKD":"ALLIANZ INCOME AND GROWTH \"AM\" (HKD) INC","LU1861215975.USD":"贝莱德新一代科技基金 A2","LU1674673428.USD":"HSBC GIF GLOBAL LOWER CARBON EQUITY \"AC\" (USD) ACC","LU0234570918.USD":"高盛全球核心股票组合Acc Close","LU0316494557.USD":"FRANKLIN GLOBAL FUNDAMENTAL STRATEGIES \"A\" ACC","LU1366192091.USD":"ALLIANZ US EQUITY PLUS \"AM\" (USD) INC","LU1861220033.SGD":"Blackrock Next Generation Technology A2 SGD-H","LU2471134952.CNY":"INVESCO GLOBAL EQUITY INCOME ADVANTAGE \"A\" (CNYHDG) INC","LU2756315664.SGD":"ALLIANZ INCOME AND GROWTH \"AMI\" (SGDHDG) INC","IE0034235303.USD":"PINEBRIDGE US RESEARCH ENHANCED CORE EQUITY \"A\" (USD) ACC","LU0056508442.USD":"贝莱德世界科技基金A2","IE00BK4W5M84.HKD":"HSBC GLOBAL FUNDS ICAV US EQUITY INDEX \"HC\" (HKD) ACC","BK4516":"特朗普概念","LU0097036916.USD":"贝莱德美国增长A2 USD","IE00B1XK9C88.USD":"PINEBRIDGE US LARGE CAP RESEARCH ENHANCED \"A\" (USD) ACC","LU2471134523.USD":"INVESCO GLOBAL EQUITY INCOME ADVANTAGE \"A\" (USD) ACC","SG9999015978.USD":"利安颠覆性创新基金A","LU0964807845.USD":"ALLIANZ INCOME & GROWTH \"A\" (USD) INC","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","LU2471134796.USD":"INVESCO GLOBAL EQUITY INCOME ADVANTAGE \"A\" (USD) INC"},"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":{"TSYW.SI":0.6,"TSLL":1.5,"TSLA":1.5}},"isVote":1,"tweetType":1,"viewCount":1166,"authorTweetTopStatus":1,"verified":2,"comments":[{"author":{"id":"4093596070918460","authorId":"4093596070918460","name":"闲人马斯克","avatar":"https://static.tigerbbs.com/8de4bb6ae7ead34f761208585a438824","crmLevel":11,"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":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=zh_CN&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{ overflow:hidden;word-break:break-all;padding:10px; }\nh1,h2{ font-weight:normal; line-height:1.35; margin-bottom:.6em; }\nh3,h4,h5,h6{ line-height:1.35; margin-bottom:1em; }\nh1{ font-size:24px; }\nh2{ font-size:20px; }\nh3{ font-size:18px; }\nh4{ font-size:16px; }\nh5{ font-size:14px; }\nh6{ font-size:12px; }\np,ul,ol,blockquote,dl,table{ margin:1.2em 0; }\nul,ol{ margin-left:2em; }\nul{ list-style:disc; }\nol{ list-style:decimal; }\nli,li p{ margin:10px 0;}\nimg{ max-width:100%;display:block;margin:0 auto 1em; }\nblockquote{ color:#B5B2B1; border-left:3px solid #aaa; padding:1em; }\nstrong,b{font-weight:bold;}\nem,i{font-style:italic;}\ntable{ width:100%;border-collapse:collapse;border-spacing:1px;margin:1em 0;font-size:.9em; }\nth,td{ padding:5px;text-align:left;border:1px solid #aaa; }\nth{ font-weight:bold;background:#5d5d5d; }\n.symbol-link{font-weight:bold;}\n/* header{ border-bottom:1px solid #494756; } */\n.title{ margin:0 0 8px;line-height:1.3;color:#ddd; }\n.meta {color:#5e5c6d;font-size:13px;margin:0 0 .5em; }\na{text-decoration:none; color:#2a4b87;}\n.meta .head { display: inline-block; overflow: hidden}\n.head .h-thumb { width: 30px; height: 30px; margin: 0; padding: 0; border-radius: 50%; float: left;}\n.head .h-content { margin: 0; padding: 0 0 0 9px; float: left;}\n.head .h-name {font-size: 13px; color: #eee; margin: 0;}\n.head .h-time {font-size: 11px; color: #7E829C; margin: 0;line-height: 11px;}\n.small {font-size: 12.5px; display: inline-block; transform: scale(0.9); -webkit-transform: scale(0.9); transform-origin: left; -webkit-transform-origin: left;}\n.smaller {font-size: 12.5px; display: inline-block; transform: scale(0.8); -webkit-transform: scale(0.8); transform-origin: left; -webkit-transform-origin: left;}\n.bt-text {font-size: 12px;margin: 1.5em 0 0 0}\n.bt-text p {margin: 0}\n</style>\n</head>\n<body>\n<div class=\"wrapper\">\n<header>\n<h2 class=\"title\">\n马斯克发图：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\">网页链接</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":{"MSFT":1.1,"TSLA":1}},"isVote":1,"tweetType":1,"viewCount":2439,"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 href=\"https://laohu8.com/S/TSLA\">$特斯拉(TSLA)$</a>近期知道的消息上个礼拜我都说了，最近没有新内幕邮件了，一旦有邮件了，我会来告诉大家的，谢谢","listText":"<a href=\"https://laohu8.com/S/TSLA\">$特斯拉(TSLA)$</a>近期知道的消息上个礼拜我都说了，最近没有新内幕邮件了，一旦有邮件了，我会来告诉大家的，谢谢","text":"$特斯拉(TSLA)$近期知道的消息上个礼拜我都说了，最近没有新内幕邮件了，一旦有邮件了，我会来告诉大家的，谢谢","images":[],"top":1,"highlighted":2,"essential":1,"paper":1,"likeSize":11,"commentSize":9,"repostSize":0,"link":"https://laohu8.com/post/139940995","isVote":1,"tweetType":1,"viewCount":4567,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"CN","totalScore":0},{"id":848569719,"gmtCreate":1636013343475,"gmtModify":1636016410851,"author":{"id":"3563357612600728","authorId":"3563357612600728","name":"Johnsonk","avatar":"https://static.tigerbbs.com/8d6ab73351a61f0c3e887a3cffcf2aa2","crmLevel":1,"crmLevelSwitch":0,"followedFlag":false,"authorIdStr":"3563357612600728","idStr":"3563357612600728"},"themes":[],"htmlText":"<a href=\"https://laohu8.com/S/TSLA\">$特斯拉(TSLA)$</a>涨那么多，不考虑做空一下么？各位空友","listText":"<a href=\"https://laohu8.com/S/TSLA\">$特斯拉(TSLA)$</a>涨那么多，不考虑做空一下么？各位空友","text":"$特斯拉(TSLA)$涨那么多，不考虑做空一下么？各位空友","images":[],"top":1,"highlighted":2,"essential":1,"paper":1,"likeSize":6,"commentSize":12,"repostSize":0,"link":"https://laohu8.com/post/848569719","isVote":1,"tweetType":1,"viewCount":6574,"authorTweetTopStatus":1,"verified":2,"comments":[{"author":{"id":"3475953264104511","authorId":"3475953264104511","name":"不要被情绪支配","avatar":"https://static.tigerbbs.com/8e767791729415062739b544c715d98a","crmLevel":7,"crmLevelSwitch":0,"authorIdStr":"3475953264104511","idStr":"3475953264104511"},"content":"很多人有这想法 但是没这个技术和心态。要不你买个远期的put试试","text":"很多人有这想法 但是没这个技术和心态。要不你买个远期的put试试","html":"很多人有这想法 但是没这个技术和心态。要不你买个远期的put试试"},{"author":{"id":"3453936493680799","authorId":"3453936493680799","name":"理性长期复利","avatar":"https://static.laohu8.com/default-avatar.jpg","crmLevel":1,"crmLevelSwitch":0,"authorIdStr":"3453936493680799","idStr":"3453936493680799"},"content":"就是不停拉高，在某一个高点引爆，重复08年的场景。","text":"就是不停拉高，在某一个高点引爆，重复08年的场景。","html":"就是不停拉高，在某一个高点引爆，重复08年的场景。"}],"imageCount":0,"langContent":"CN","totalScore":0},{"id":845454422,"gmtCreate":1636363179002,"gmtModify":1636497055961,"author":{"id":"3563357612600728","authorId":"3563357612600728","name":"Johnsonk","avatar":"https://static.tigerbbs.com/8d6ab73351a61f0c3e887a3cffcf2aa2","crmLevel":1,"crmLevelSwitch":0,"followedFlag":false,"authorIdStr":"3563357612600728","idStr":"3563357612600728"},"themes":[],"htmlText":"<a href=\"https://laohu8.com/S/TSLA\">$特斯拉(TSLA)$</a>你要卖就卖，这是你的自由，但是你嚷嚷个啥劲","listText":"<a href=\"https://laohu8.com/S/TSLA\">$特斯拉(TSLA)$</a>你要卖就卖，这是你的自由，但是你嚷嚷个啥劲","text":"$特斯拉(TSLA)$你要卖就卖，这是你的自由，但是你嚷嚷个啥劲","images":[],"top":1,"highlighted":2,"essential":1,"paper":1,"likeSize":6,"commentSize":11,"repostSize":0,"link":"https://laohu8.com/post/845454422","isVote":1,"tweetType":1,"viewCount":6457,"authorTweetTopStatus":1,"verified":2,"comments":[{"author":{"id":"3529277622435398","authorId":"3529277622435398","name":"Computer0010","avatar":"https://static.laohu8.com/default-avatar.jpg","crmLevel":1,"crmLevelSwitch":0,"authorIdStr":"3529277622435398","idStr":"3529277622435398"},"content":"嚷嚷也是自由","text":"嚷嚷也是自由","html":"嚷嚷也是自由"},{"author":{"id":"3563357612600728","authorId":"3563357612600728","name":"Johnsonk","avatar":"https://static.tigerbbs.com/8d6ab73351a61f0c3e887a3cffcf2aa2","crmLevel":1,"crmLevelSwitch":0,"authorIdStr":"3563357612600728","idStr":"3563357612600728"},"content":"脱离邪教，就留500股，不跟他玩了，乐色","text":"脱离邪教，就留500股，不跟他玩了，乐色","html":"脱离邪教，就留500股，不跟他玩了，乐色"}],"imageCount":0,"langContent":"CN","totalScore":0},{"id":629394488,"gmtCreate":1670247588744,"gmtModify":1670247590463,"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":"确实减产","listText":"确实减产","text":"确实减产","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":1,"commentSize":1,"repostSize":0,"link":"https://laohu8.com/post/629394488","repostId":"1121299313","repostType":4,"repost":{"id":"1121299313","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":1670243462,"share":"https://www.laohu8.com/m/news/1121299313?lang=zh_CN&edition=full","pubTime":"2022-12-05 20:31","market":"us","language":"zh","title":"特斯拉盘前跌超5%，传上海工厂12月Model Y将减产超20%","url":"https://stock-news.laohu8.com/highlight/detail?id=1121299313","media":"老虎资讯综合","summary":"12月5日，$特斯拉(TSLA)$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。","content":"<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>","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>特斯拉盘前跌超5%，传上海工厂12月Model Y将减产超20%</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特斯拉盘前跌超5%，传上海工厂12月Model Y将减产超20%\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\">2022-12-05 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":{"LU2063271972.USD":"富兰克林创新领域基金","BK4550":"红杉资本持仓","LU0719512351.SGD":"JPMorgan Funds - US Technology A (acc) SGD","BK4548":"巴美列捷福持仓","LU0348723411.USD":"ALLIANZ GLOBAL HI-TECH GROWTH \"A\" (USD) INC","BK4574":"无人驾驶","LU1720051108.HKD":"ALLIANZ GLOBAL ARTIFICIAL INTELLIGENCE \"AT\" (HKD) ACC","BK4551":"寇图资本持仓","LU0820561909.HKD":"ALLIANZ INCOME AND GROWTH \"AM\" (HKD) INC","LU1861559042.SGD":"日兴方舟颠覆性创新基金B SGD","LU0820561818.USD":"安联收益及增长平衡基金Cl AM DIS","LU0823411888.USD":"法巴消费创新基金 Cap","BK4527":"明星科技股","BK4099":"汽车制造商","LU0056508442.USD":"贝莱德世界科技基金A2","LU0097036916.USD":"贝莱德美国增长A2 USD","TSLA":"特斯拉","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"},"source_url":"","is_english":false,"share_image_url":"https://static.laohu8.com/e9f99090a1c2ed51c021029395664489","article_id":"1121299313","content_text":"12月5日，特斯拉盘前一度跌超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。","news_type":1,"symbols_score_info":{"TSLA":0.9}},"isVote":1,"tweetType":1,"viewCount":3429,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"CN","totalScore":0},{"id":494433482638152,"gmtCreate":1761729598248,"gmtModify":1761729600870,"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":"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","listText":"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","text":"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","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":4,"commentSize":0,"repostSize":0,"link":"https://laohu8.com/post/494433482638152","isVote":1,"tweetType":1,"viewCount":1086,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"CN","totalScore":0},{"id":691771250,"gmtCreate":1640252183970,"gmtModify":1640252183970,"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)$</a>跟随聪明的钱，B.Dog","listText":"<a href=\"https://laohu8.com/S/TSLA\">$特斯拉(TSLA)$</a>跟随聪明的钱，B.Dog","text":"$特斯拉(TSLA)$跟随聪明的钱，B.Dog","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":8,"commentSize":7,"repostSize":0,"link":"https://laohu8.com/post/691771250","isVote":1,"tweetType":1,"viewCount":5652,"authorTweetTopStatus":1,"verified":2,"comments":[{"author":{"id":"3563357612600728","authorId":"3563357612600728","name":"Johnsonk","avatar":"https://static.tigerbbs.com/8d6ab73351a61f0c3e887a3cffcf2aa2","crmLevel":1,"crmLevelSwitch":0,"authorIdStr":"3563357612600728","idStr":"3563357612600728"},"content":"那我和机器人对骂了两天，感觉说话思路是真人","text":"那我和机器人对骂了两天，感觉说话思路是真人","html":"那我和机器人对骂了两天，感觉说话思路是真人"},{"author":{"id":"3474273072027739","authorId":"3474273072027739","name":"卡尔洋","avatar":"https://static.tigerbbs.com/b5bb61521c38f41b9c93c2497a4237ef","crmLevel":1,"crmLevelSwitch":0,"authorIdStr":"3474273072027739","idStr":"3474273072027739"},"content":"那是个机器人账号，都是机翻英文的","text":"那是个机器人账号，都是机翻英文的","html":"那是个机器人账号，都是机翻英文的"}],"imageCount":0,"langContent":"CN","totalScore":0}],"lives":[]}