杰杰高升的个人主页 - 老虎社区

杰杰高升

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IP属地：浙江

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2025-03-11

$特斯拉(TSLA)$ 呵呵，5年后再看吧当成长期投资了

02-06

年前？现在都2月份了，你说的是中国的春节吗？原来老外也过春节

2025-12-15

Replying to @目光之后:上天？robotaix都还没完全铺开，机器人还没量产，后面都是爆款，冲破天际//@目光之后:你有毒吧，特斯拉市盈率都上天了。

2025-12-05

$特斯拉(TSLA)$ 每周五跌的魔咒本周可以打破吗

2025-09-15

好奇问一下如果合并了，那原本400美元买的特斯拉，现在变成500，那是纯赚了那100美元，还是100里有一部分不属于特斯拉？

特斯拉和xAI要合并？对冲基金大佬：感觉不可避免

01-07

飞行汽车呢，不是说年底吗？

马斯克预告特斯拉Roadster将亮相

2025-12-08

$INTC 20251205 39.5 PUT$

2025-11-27

350是不是8万亿了

目标价直指352美元!Evercore力挺英伟达(NVDA.US)：营收增速将跃升至79%

2025-11-12

$ORCL 20251114 235.0 CALL$

2025-11-12

$ORCL 20251114 235.0 CALL$

去老虎APP查看更多动态

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}\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马斯克预告特斯拉Roadster将亮相\n</h2>\n\n<h4 class=\"meta\">\n\n\n2026-01-07 15:34 北京时间&nbsp;&nbsp;&nbsp;<a href=http://gu.qq.com/resources/shy/news/detail-v2/index.html#/?id=nesSN20260107153655a4a6a0f4&s=b><strong>DoNews</strong></a>\n\n\n</h4>\n\n</header>\n<article>\n<div>\n<p>2026年1月7日，埃隆·马斯克在《Moonshots》播客中透露，特斯拉将于4月1日首次公开展示推迟多年的电动超跑Roadster。他表示，该车不以安全为首要目标，而是追求极致性能与颠覆性技术，或将实现悬浮行驶。马斯克称其发布有望成为史上最令人印象深刻的产品亮相，并计划于2026年内正式发布，量产预计在发布后12至18个月内启动，最快2027年交付。</p>\n\n<a href=\"http://gu.qq.com/resources/shy/news/detail-v2/index.html#/?id=nesSN20260107153655a4a6a0f4&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":{"BK4574":"无人驾驶","LU1720051108.HKD":"ALLIANZ GLOBAL ARTIFICIAL INTELLIGENCE \"AT\" (HKD) ACC","LU0672654240.SGD":"FTIF - Franklin US Opportunities A Acc SGD-H1","TSLA":"特斯拉","BK4581":"高盛持仓","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","LU1548497426.USD":"安联环球人工智能AT 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ACC"},"source_url":"http://gu.qq.com/resources/shy/news/detail-v2/index.html#/?id=nesSN20260107153655a4a6a0f4&s=b","is_english":false,"share_image_url":"https://static.laohu8.com/9a95c1376e76363c1401fee7d3717173","article_id":"2601207508","content_text":"2026年1月7日，埃隆·马斯克在《Moonshots》播客中透露，特斯拉将于4月1日首次公开展示推迟多年的电动超跑Roadster。他表示，该车不以安全为首要目标，而是追求极致性能与颠覆性技术，或将实现悬浮行驶。马斯克称其发布有望成为史上最令人印象深刻的产品亮相，并计划于2026年内正式发布，量产预计在发布后12至18个月内启动，最快2027年交付。","news_type":1,"symbols_score_info":{"TSYW.SI":0.6,"UFO":0.6,"TSLA":1.96}},"isVote":1,"tweetType":1,"viewCount":544,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"CN","totalScore":0},{"id":511109926392504,"gmtCreate":1765809593620,"gmtModify":1765809596594,"author":{"id":"3580169495451877","authorId":"3580169495451877","name":"杰杰高升","avatar":"https://static.laohu8.com/default-avatar.jpg","crmLevel":8,"crmLevelSwitch":0,"followedFlag":false,"idStr":"3580169495451877","authorIdStr":"3580169495451877"},"themes":[],"htmlText":"Replying to <a href=\"https://laohu8.com/U/3574609203076960\">@目光之后</a>:上天？robotaix都还没完全铺开，机器人还没量产，后面都是爆款，冲破天际//<a href=\"https://laohu8.com/U/3574609203076960\">@目光之后</a>:你有毒吧，特斯拉市盈率都上天了。","listText":"Replying to <a href=\"https://laohu8.com/U/3574609203076960\">@目光之后</a>:上天？robotaix都还没完全铺开，机器人还没量产，后面都是爆款，冲破天际//<a href=\"https://laohu8.com/U/3574609203076960\">@目光之后</a>:你有毒吧，特斯拉市盈率都上天了。","text":"Replying to @目光之后:上天？robotaix都还没完全铺开，机器人还没量产，后面都是爆款，冲破天际//@目光之后:你有毒吧，特斯拉市盈率都上天了。","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":1,"commentSize":0,"repostSize":0,"link":"https://laohu8.com/post/511109926392504","isVote":1,"tweetType":1,"viewCount":1090,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"CN","totalScore":0},{"id":508548220964872,"gmtCreate":1765188720721,"gmtModify":1765188723428,"author":{"id":"3580169495451877","authorId":"3580169495451877","name":"杰杰高升","avatar":"https://static.laohu8.com/default-avatar.jpg","crmLevel":8,"crmLevelSwitch":0,"followedFlag":false,"idStr":"3580169495451877","authorIdStr":"3580169495451877"},"themes":[],"title":"","htmlText":"<a href=\"https://laohu8.com/OPT/INTC 20251205 39.5 PUT\">$INTC 20251205 39.5 PUT$</a>&nbsp;","listText":"<a href=\"https://laohu8.com/OPT/INTC 20251205 39.5 PUT\">$INTC 20251205 39.5 PUT$</a>&nbsp;","text":"$INTC 20251205 39.5 PUT$","images":[{"img":"https://static.tigerbbs.com/7a7b8d8b6fb5ac39f392ce46471d57f9","width":"1122","height":"1737"}],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":1,"commentSize":0,"repostSize":0,"link":"https://laohu8.com/post/508548220964872","isVote":1,"tweetType":1,"viewCount":897,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":1,"langContent":"EN","totalScore":0},{"id":507613653889288,"gmtCreate":1764905503101,"gmtModify":1764905504763,"author":{"id":"3580169495451877","authorId":"3580169495451877","name":"杰杰高升","avatar":"https://static.laohu8.com/default-avatar.jpg","crmLevel":8,"crmLevelSwitch":0,"followedFlag":false,"idStr":"3580169495451877","authorIdStr":"3580169495451877"},"themes":[],"title":"","htmlText":"<a href=\"https://laohu8.com/S/TSLA\">$特斯拉(TSLA)$&nbsp;</a> 每周五跌的魔咒 本周可以打破吗","listText":"<a href=\"https://laohu8.com/S/TSLA\">$特斯拉(TSLA)$&nbsp;</a> 每周五跌的魔咒 本周可以打破吗","text":"$特斯拉(TSLA)$ 每周五跌的魔咒 本周可以打破吗","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":2,"commentSize":0,"repostSize":0,"link":"https://laohu8.com/post/507613653889288","isVote":1,"tweetType":1,"viewCount":1097,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"CN","totalScore":0},{"id":504401619206912,"gmtCreate":1764173310797,"gmtModify":1764173313525,"author":{"id":"3580169495451877","authorId":"3580169495451877","name":"杰杰高升","avatar":"https://static.laohu8.com/default-avatar.jpg","crmLevel":8,"crmLevelSwitch":0,"followedFlag":false,"idStr":"3580169495451877","authorIdStr":"3580169495451877"},"themes":[],"title":"","htmlText":"350是不是8万亿了","listText":"350是不是8万亿了","text":"350是不是8万亿了","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":1,"commentSize":0,"repostSize":0,"link":"https://laohu8.com/post/504401619206912","repostId":"2586236380","repostType":2,"repost":{"id":"2586236380","kind":"news","pubTimestamp":1764140349,"share":"https://www.laohu8.com/m/news/2586236380?lang=zh_CN&edition=full","pubTime":"2025-11-26 14:59","market":"hk","language":"zh","title":"目标价直指352美元!Evercore力挺英伟达(NVDA.US)：营收增速将跃升至79%","url":"https://stock-news.laohu8.com/highlight/detail?id=2586236380","media":"智通财经","summary":"智通财经APP获悉，11月20日，Evercore ISI宣布将英伟达的目标价从261美元上调至352美元，并维持“跑赢大盘”的评级。在英伟达发布第三季度财报后，该机构依然将其列为“首选股”，理由是英伟达营收增长重新提速，且产品供应情况显著改善。Evercore ISI还指出，英伟达仍是“AI生态领域的首选标的”，其GB200与GB300产品的供应状况已大幅好转。","content":"<html><body><p>智通财经APP获悉，11月20日，<a href=\"https://laohu8.com/S/EVR\">Evercore</a> ISI宣布将<a href=\"https://laohu8.com/S/NVDA\">英伟达</a>(NVDA.US)的目标价从261美元上调至352美元，并维持“跑赢大盘”的评级。在英伟达发布第三季度财报后，该机构依然将其列为“首选股”，理由是英伟达营收增长重新提速，且产品供应情况显著改善。Evercore ISI还指出，英伟达仍是“AI生态领域的首选标的”，其GB200与GB300产品的供应状况已大幅好转。</p><p>据估算，Blackwell计算平台的营收环比增幅有望达到48%，相较于7月所在季度，新增营收超过130亿美元。</p><p>“营收正重新步入加速增长轨道，基于此，我们再次给出‘跑赢大盘’的评级，上调盈利预测，并将目标价从261美元提升至352美元。这一目标价，是以2030自然年基准每股收益(EPS)14.74美元为基准，按35倍市盈率折现回2026年计算得出的。此次业绩表现与我们从渠道获取的信息相互印证：英伟达依旧是AI生态领域的首选标的，GB200/GB300的供应状况显著改善，Blackwell平台营收环比增长近50%(新增超130亿美元)。”</p><p>尽管当前供应形势依旧紧张，但该行分析指出，英伟达的库存量环比实现了32%的增长，供应承诺金额环比更是大幅增长63%，这样的增长态势足以有力支撑其2025 - 2026年高达5000亿美元的数据中心计算订单需求。</p><p>“至关重要的一点在于，我们的模型预测显示，英伟达的营收增速将从2025年7月所在季度的56%显著提升至2026年7月所在季度的79%，如此强劲的增长预期足以支撑其35倍的溢价市盈率。就当前盘后股价来看，英伟达的市盈率仅为25倍，相较于其9年历史中位数35倍，折价幅度接近30%。综合考量，其风险收益比依然颇具吸引力，因此，英伟达依旧是我们最为看好的首选股。”</p><p>该行分析师进一步补充道，依照当下的发展趋势来推断，Evercore先前所做出的关于英伟达2025年与2026年两年合计收入达4930亿美元的预测，“或许过于保守” 。</p></body></html>","source":"stock_zhitongcaijing","collect":0,"html":"<!DOCTYPE html>\n<html>\n<head>\n<meta http-equiv=\"Content-Type\" content=\"text/html; charset=utf-8\" />\n<meta name=\"viewport\" content=\"width=device-width,initial-scale=1.0,minimum-scale=1.0,maximum-scale=1.0,user-scalable=no\"/>\n<meta name=\"format-detection\" content=\"telephone=no,email=no,address=no\" />\n<title>目标价直指352美元!Evercore力挺英伟达(NVDA.US)：营收增速将跃升至79%</title>\n<style type=\"text/css\">\na,abbr,acronym,address,applet,article,aside,audio,b,big,blockquote,body,canvas,caption,center,cite,code,dd,del,details,dfn,div,dl,dt,\nem,embed,fieldset,figcaption,figure,footer,form,h1,h2,h3,h4,h5,h6,header,hgroup,html,i,iframe,img,ins,kbd,label,legend,li,mark,menu,nav,\nobject,ol,output,p,pre,q,ruby,s,samp,section,small,span,strike,strong,sub,summary,sup,table,tbody,td,tfoot,th,thead,time,tr,tt,u,ul,var,video{ font:inherit;margin:0;padding:0;vertical-align:baseline;border:0 }\nbody{ font-size:16px; line-height:1.5; color:#999; background:transparent; }\n.wrapper{ overflow:hidden;word-break:break-all;padding:10px; }\nh1,h2{ font-weight:normal; line-height:1.35; margin-bottom:.6em; }\nh3,h4,h5,h6{ line-height:1.35; 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width: 30px; height: 30px; margin: 0; padding: 0; border-radius: 50%; float: left;}\n.head .h-content { margin: 0; padding: 0 0 0 9px; float: left;}\n.head .h-name {font-size: 13px; color: #eee; margin: 0;}\n.head .h-time {font-size: 11px; color: #7E829C; margin: 0;line-height: 11px;}\n.small {font-size: 12.5px; display: inline-block; transform: scale(0.9); -webkit-transform: scale(0.9); transform-origin: left; -webkit-transform-origin: left;}\n.smaller {font-size: 12.5px; display: inline-block; transform: scale(0.8); -webkit-transform: scale(0.8); transform-origin: left; -webkit-transform-origin: left;}\n.bt-text {font-size: 12px;margin: 1.5em 0 0 0}\n.bt-text p {margin: 0}\n</style>\n</head>\n<body>\n<div class=\"wrapper\">\n<header>\n<h2 class=\"title\">\n目标价直指352美元!Evercore力挺英伟达(NVDA.US)：营收增速将跃升至79%\n</h2>\n\n<h4 class=\"meta\">\n\n\n2025-11-26 14:59 北京时间&nbsp;&nbsp;&nbsp;<a href=http://www.zhitongcaijing.com/content/detail/1373807.html><strong>智通财经</strong></a>\n\n\n</h4>\n\n</header>\n<article>\n<div>\n<p>智通财经APP获悉，11月20日，Evercore ISI宣布将英伟达(NVDA.US)的目标价从261美元上调至352美元，并维持“跑赢大盘”的评级。在英伟达发布第三季度财报后，该机构依然将其列为“首选股”，理由是英伟达营收增长重新提速，且产品供应情况显著改善。Evercore ISI还指出，英伟达仍是“AI生态领域的首选标的”，其GB200与GB300产品的供应状况已大幅好转。据估算，...</p>\n\n<a href=\"http://www.zhitongcaijing.com/content/detail/1373807.html\">网页链接</a>\n\n</div>\n\n\n</article>\n</div>\n</body>\n</html>\n","type":0,"thumbnail":"","relate_stocks":{"EVR":"Evercore","NVDA":"英伟达"},"source_url":"http://www.zhitongcaijing.com/content/detail/1373807.html","is_english":false,"share_image_url":"https://static.laohu8.com/e9f99090a1c2ed51c021029395664489","article_id":"2586236380","content_text":"智通财经APP获悉，11月20日，Evercore ISI宣布将英伟达(NVDA.US)的目标价从261美元上调至352美元，并维持“跑赢大盘”的评级。在英伟达发布第三季度财报后，该机构依然将其列为“首选股”，理由是英伟达营收增长重新提速，且产品供应情况显著改善。Evercore ISI还指出，英伟达仍是“AI生态领域的首选标的”，其GB200与GB300产品的供应状况已大幅好转。据估算，Blackwell计算平台的营收环比增幅有望达到48%，相较于7月所在季度，新增营收超过130亿美元。“营收正重新步入加速增长轨道，基于此，我们再次给出‘跑赢大盘’的评级，上调盈利预测，并将目标价从261美元提升至352美元。这一目标价，是以2030自然年基准每股收益(EPS)14.74美元为基准，按35倍市盈率折现回2026年计算得出的。此次业绩表现与我们从渠道获取的信息相互印证：英伟达依旧是AI生态领域的首选标的，GB200/GB300的供应状况显著改善，Blackwell平台营收环比增长近50%(新增超130亿美元)。”尽管当前供应形势依旧紧张，但该行分析指出，英伟达的库存量环比实现了32%的增长，供应承诺金额环比更是大幅增长63%，这样的增长态势足以有力支撑其2025 - 2026年高达5000亿美元的数据中心计算订单需求。“至关重要的一点在于，我们的模型预测显示，英伟达的营收增速将从2025年7月所在季度的56%显著提升至2026年7月所在季度的79%，如此强劲的增长预期足以支撑其35倍的溢价市盈率。就当前盘后股价来看，英伟达的市盈率仅为25倍，相较于其9年历史中位数35倍，折价幅度接近30%。综合考量，其风险收益比依然颇具吸引力，因此，英伟达依旧是我们最为看好的首选股。”该行分析师进一步补充道，依照当下的发展趋势来推断，Evercore先前所做出的关于英伟达2025年与2026年两年合计收入达4930亿美元的预测，“或许过于保守” 。","news_type":1,"symbols_score_info":{"EVR":1.5,"NVDA":1.5}},"isVote":1,"tweetType":1,"viewCount":998,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"CN","totalScore":0},{"id":499456879202888,"gmtCreate":1762962669566,"gmtModify":1762962681226,"author":{"id":"3580169495451877","authorId":"3580169495451877","name":"杰杰高升","avatar":"https://static.laohu8.com/default-avatar.jpg","crmLevel":8,"crmLevelSwitch":0,"followedFlag":false,"idStr":"3580169495451877","authorIdStr":"3580169495451877"},"themes":[],"title":"","htmlText":"<a href=\"https://laohu8.com/OPT/ORCL 20251114 235.0 CALL\">$ORCL 20251114 235.0 CALL$</a>&nbsp;","listText":"<a href=\"https://laohu8.com/OPT/ORCL 20251114 235.0 CALL\">$ORCL 20251114 235.0 CALL$</a>&nbsp;","text":"$ORCL 20251114 235.0 CALL$","images":[{"img":"https://static.tigerbbs.com/7ba0bb4e591cd4825cc5f9df4b90993b","width":"1122","height":"1737"}],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":1,"commentSize":0,"repostSize":0,"link":"https://laohu8.com/post/499456879202888","isVote":1,"tweetType":1,"viewCount":1203,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":1,"langContent":"EN","totalScore":0},{"id":499120341156048,"gmtCreate":1762880809011,"gmtModify":1762880820669,"author":{"id":"3580169495451877","authorId":"3580169495451877","name":"杰杰高升","avatar":"https://static.laohu8.com/default-avatar.jpg","crmLevel":8,"crmLevelSwitch":0,"followedFlag":false,"idStr":"3580169495451877","authorIdStr":"3580169495451877"},"themes":[],"title":"","htmlText":"<a href=\"https://laohu8.com/OPT/ORCL 20251114 235.0 CALL\">$ORCL 20251114 235.0 CALL$</a>&nbsp;","listText":"<a href=\"https://laohu8.com/OPT/ORCL 20251114 235.0 CALL\">$ORCL 20251114 235.0 CALL$</a>&nbsp;","text":"$ORCL 20251114 235.0 CALL$","images":[{"img":"https://static.tigerbbs.com/1750af3e3e4d710521581ba66a7e67b9","width":"1122","height":"1737"}],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":1,"commentSize":0,"repostSize":0,"link":"https://laohu8.com/post/499120341156048","isVote":1,"tweetType":1,"viewCount":929,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":1,"langContent":"EN","totalScore":0},{"id":478917502865672,"gmtCreate":1757941511625,"gmtModify":1757941514008,"author":{"id":"3580169495451877","authorId":"3580169495451877","name":"杰杰高升","avatar":"https://static.laohu8.com/default-avatar.jpg","crmLevel":8,"crmLevelSwitch":0,"followedFlag":false,"idStr":"3580169495451877","authorIdStr":"3580169495451877"},"themes":[],"htmlText":"特斯拉没有基本面，都是大家对他超高的期望","listText":"特斯拉没有基本面，都是大家对他超高的期望","text":"特斯拉没有基本面，都是大家对他超高的期望","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":1,"commentSize":0,"repostSize":0,"link":"https://laohu8.com/post/478917502865672","isVote":1,"tweetType":1,"viewCount":1528,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"CN","totalScore":0},{"id":478866129728192,"gmtCreate":1757928819471,"gmtModify":1757928822059,"author":{"id":"3580169495451877","authorId":"3580169495451877","name":"杰杰高升","avatar":"https://static.laohu8.com/default-avatar.jpg","crmLevel":8,"crmLevelSwitch":0,"followedFlag":false,"idStr":"3580169495451877","authorIdStr":"3580169495451877"},"themes":[],"htmlText":"好奇问一下 如果合并了，那原本400美元买的特斯拉，现在变成500，那是纯赚了那100美元，还是100里有一部分不属于特斯拉？","listText":"好奇问一下 如果合并了，那原本400美元买的特斯拉，现在变成500，那是纯赚了那100美元，还是100里有一部分不属于特斯拉？","text":"好奇问一下 如果合并了，那原本400美元买的特斯拉，现在变成500，那是纯赚了那100美元，还是100里有一部分不属于特斯拉？","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":2,"commentSize":0,"repostSize":0,"link":"https://laohu8.com/post/478866129728192","repostId":"2567196889","repostType":2,"repost":{"id":"2567196889","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":1757922175,"share":"https://www.laohu8.com/m/news/2567196889?lang=zh_CN&edition=full","pubTime":"2025-09-15 15:42","market":"sh","language":"zh","title":"特斯拉和xAI要合并？对冲基金大佬：感觉不可避免","url":"https://stock-news.laohu8.com/highlight/detail?id=2567196889","media":"华尔街见闻","summary":"天桥资本创始人Anthony Scaramucci的积极表态使对特斯拉和xAI可能合并的预期进一步升温。知名科技分析师、深水资管联合创始人Gene Munster分析称，二者的结合可能帮助特斯拉的市值达到8.5万亿美元的宏大目标。","content":"<html><head></head><body><blockquote><p>天桥资本创始人Anthony Scaramucci的积极表态使对特斯拉和xAI可能合并的预期进一步升温。知名科技分析师、深水资管联合创始人Gene Munster分析称，二者的结合可能帮助特斯拉的市值达到8.5万亿美元的宏大目标。</p></blockquote><p><a href=\"https://laohu8.com/S/TSLA\">特斯拉</a>与马斯克旗下AI初创公司xAI的合并可能性正从市场猜测演变为严肃讨论。</p><p>周日，天桥资本（SkyBridge Capital）创始人Anthony Scaramucci在社交平台X上发文称，<strong>随着马斯克加速将AI整合到其商业版图中，特斯拉与xAI的合并“感觉不可避免”。</strong>这一言论为本已升温的合并预期再添一把火。</p><p class=\"t-img-caption\"><img src=\"https://static.tigerbbs.com/ea25a51fd9d0eb4efb02ecf146e88726\" tg-width=\"538\" tg-height=\"118\"/></p><p>Scaramucci的这一推文发布在特斯拉股东提交了一份正式提案的消息传出之后。据报道，该提案敦促特斯拉董事会授权对xAI进行投资，首次把两家公司的资本联系统计入正式议程。</p><p>更深层次的信号，则隐藏在特斯拉近期披露的马斯克新十年期薪酬方案中。华尔街见闻此前提及，据<a href=\"https://laohu8.com/S/MS\">摩根士丹利</a>分析，该方案包含一项关键条款，允许在发生“重大”收购时调整业绩目标，这被广泛解读为是为未来与xAI的潜在合并铺路，使两家公司的协同成为特斯拉长期战略的一部分。</p><h2 id=\"id_3344807914\">股东提案推动合并预期升温</h2><p>将特斯拉与xAI捆绑的直接动力，来自投资者自身。据特斯拉的委托书文件，来自佛罗里达州的56岁投资者Stephen Hawk提交了一份股东提案，建议公司对xAI进行投资。<strong>这份提案将与马斯克备受争议的薪酬方案一起，在11月6日的公司年度股东大会上进行投票。</strong></p><p>Stephen Hawk在邮件中表示，他的灵感来自于马斯克此前在社交媒体上暗示双方合作的帖子。他认为，“正式确立这种伙伴关系对于确保双方明确的共同利益至关重要”。</p><p>实际上，马斯克本人也对这一想法持开放态度。<strong>他不仅曾在X平台上就此向粉丝征求意见，还在今年7月对投资者表示，“我们将根据股东的意愿行事”。</strong>这使得股东大会的投票结果，可能成为决定两家公司未来关系走向的关键一步。</p><h2 id=\"id_4103981088\">马斯克新薪酬方案暗藏释放合并信号</h2><p>对投资者而言，比股东提案更具实质性意义的，或许是马斯克那份价值可能高达1万亿美元的长期薪酬方案。</p><p>本月初，摩根士丹利分析师Adam Jonas等人在一份研报中指出，该方案旨在化解投资者对于马斯克将精力分散至xAI和SpaceX等其他公司的担忧。</p><p>报告称，马斯克已明确表示希望持有特斯拉至少25%的股权，以在公司控制权变更中拥有否决权，而新方案恰好为此提供了激励路径。更重要的是，方案中一项关于收购的补充条款引起市场高度关注。该条款规定，<strong>“市值和调整后EBITDA里程碑目标可能会进行调整，以计入被认为对里程碑实现有重大影响的特斯拉收购活动。”</strong></p><p>分析师认为，这一措辞为特斯拉与xAI未来的利益结合预留了灵活的制度空间。大摩的报告直言，这为两家公司的合并提供了明确的“接口”，表明这种整合已在特斯拉的长期战略考量之中。</p><h2 id=\"id_3057560843\">特斯拉市值有望冲击8.5万亿美元</h2><p>市场对合并的期待，建立在两家公司已存在的协同效应之上。</p><p>马斯克一直将特斯拉定位为一家“现实世界人工智能”公司，其核心是驱动自动驾驶和Optimus人形机器人。而xAI开发的Grok大语言模型，目前已作为AI伴侣整合到Optimus和部分特斯拉车辆中。此外，xAI还采购特斯拉的工业电池为其数据中心供电。</p><p>一些分析人士认为，合并将释放巨大价值。知名科技分析师、深水资产管理公司（Deepwater Asset Management）联合创始人Gene Munster本月早些时候曾提出，<strong>特斯拉与xAI的结合可能帮助前者的市值达到8.5万亿美元的宏大目标。</strong></p><p>如今，这种观点正成为主流。在xAI自身估值已超1000亿美元、并寻求高达2000亿美元估值的背景下，如何让特斯拉股东分享其AI突破带来的巨大收益，正成为马斯克需要解决的关键问题。</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>特斯拉和xAI要合并？对冲基金大佬：感觉不可避免</title>\n<style 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href=\"https://wallstreetcn.com/articles/3755596\">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/e49ab90f6352b6ebbb45091ad18b5a2e","relate_stocks":{"LU0345769631.USD":"NINETY ONE GSF GLOBAL EQUITY \"A\" (USD) 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","SG9999015945.SGD":"LionGlobal Disruptive Innovation Fund A SGD","LU2213496289.HKD":"ALLIANZ INCOME AND GROWTH \"AT\" (HKD) ACC","LU2602419157.SGD":"HSBC ISLAMIC GLOBAL EQUITY INDEX \"AC\" (SGD) ACC","TSLA":"特斯拉","BK4551":"寇图资本持仓","IE00BWXC8680.SGD":"PINEBRIDGE US LARGE CAP RESEARCH ENHANCED \"A5\" (SGD) ACC","SG9999015986.USD":"LIONGLOBAL DISRUPTIVE INNOVATION \"I\" (USD) ACC","LU1066051498.USD":"HSBC GIF GLOBAL EQUITY VOLATILITY FOCUSED \"AM2\" (USD) INC","LU2756315318.SGD":"ALLIANZ INCOME AND GROWTH \"AMG\" (SGDHDG) INC 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INC","LU0210536198.USD":"JPM US GROWTH \"A\" ACC"},"source_url":"https://wallstreetcn.com/articles/3755596","is_english":false,"share_image_url":"https://static.laohu8.com/e9f99090a1c2ed51c021029395664489","article_id":"2567196889","content_text":"天桥资本创始人Anthony Scaramucci的积极表态使对特斯拉和xAI可能合并的预期进一步升温。知名科技分析师、深水资管联合创始人Gene Munster分析称，二者的结合可能帮助特斯拉的市值达到8.5万亿美元的宏大目标。特斯拉与马斯克旗下AI初创公司xAI的合并可能性正从市场猜测演变为严肃讨论。周日，天桥资本（SkyBridge Capital）创始人Anthony Scaramucci在社交平台X上发文称，随着马斯克加速将AI整合到其商业版图中，特斯拉与xAI的合并“感觉不可避免”。这一言论为本已升温的合并预期再添一把火。Scaramucci的这一推文发布在特斯拉股东提交了一份正式提案的消息传出之后。据报道，该提案敦促特斯拉董事会授权对xAI进行投资，首次把两家公司的资本联系统计入正式议程。更深层次的信号，则隐藏在特斯拉近期披露的马斯克新十年期薪酬方案中。华尔街见闻此前提及，据摩根士丹利分析，该方案包含一项关键条款，允许在发生“重大”收购时调整业绩目标，这被广泛解读为是为未来与xAI的潜在合并铺路，使两家公司的协同成为特斯拉长期战略的一部分。股东提案推动合并预期升温将特斯拉与xAI捆绑的直接动力，来自投资者自身。据特斯拉的委托书文件，来自佛罗里达州的56岁投资者Stephen Hawk提交了一份股东提案，建议公司对xAI进行投资。这份提案将与马斯克备受争议的薪酬方案一起，在11月6日的公司年度股东大会上进行投票。Stephen Hawk在邮件中表示，他的灵感来自于马斯克此前在社交媒体上暗示双方合作的帖子。他认为，“正式确立这种伙伴关系对于确保双方明确的共同利益至关重要”。实际上，马斯克本人也对这一想法持开放态度。他不仅曾在X平台上就此向粉丝征求意见，还在今年7月对投资者表示，“我们将根据股东的意愿行事”。这使得股东大会的投票结果，可能成为决定两家公司未来关系走向的关键一步。马斯克新薪酬方案暗藏释放合并信号对投资者而言，比股东提案更具实质性意义的，或许是马斯克那份价值可能高达1万亿美元的长期薪酬方案。本月初，摩根士丹利分析师Adam Jonas等人在一份研报中指出，该方案旨在化解投资者对于马斯克将精力分散至xAI和SpaceX等其他公司的担忧。报告称，马斯克已明确表示希望持有特斯拉至少25%的股权，以在公司控制权变更中拥有否决权，而新方案恰好为此提供了激励路径。更重要的是，方案中一项关于收购的补充条款引起市场高度关注。该条款规定，“市值和调整后EBITDA里程碑目标可能会进行调整，以计入被认为对里程碑实现有重大影响的特斯拉收购活动。”分析师认为，这一措辞为特斯拉与xAI未来的利益结合预留了灵活的制度空间。大摩的报告直言，这为两家公司的合并提供了明确的“接口”，表明这种整合已在特斯拉的长期战略考量之中。特斯拉市值有望冲击8.5万亿美元市场对合并的期待，建立在两家公司已存在的协同效应之上。马斯克一直将特斯拉定位为一家“现实世界人工智能”公司，其核心是驱动自动驾驶和Optimus人形机器人。而xAI开发的Grok大语言模型，目前已作为AI伴侣整合到Optimus和部分特斯拉车辆中。此外，xAI还采购特斯拉的工业电池为其数据中心供电。一些分析人士认为，合并将释放巨大价值。知名科技分析师、深水资产管理公司（Deepwater Asset Management）联合创始人Gene Munster本月早些时候曾提出，特斯拉与xAI的结合可能帮助前者的市值达到8.5万亿美元的宏大目标。如今，这种观点正成为主流。在xAI自身估值已超1000亿美元、并寻求高达2000亿美元估值的背景下，如何让特斯拉股东分享其AI突破带来的巨大收益，正成为马斯克需要解决的关键问题。","news_type":1,"symbols_score_info":{"TSLA":1}},"isVote":1,"tweetType":1,"viewCount":3266,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"CN","totalScore":0},{"id":478726644576704,"gmtCreate":1757908227227,"gmtModify":1757908229446,"author":{"id":"3580169495451877","authorId":"3580169495451877","name":"杰杰高升","avatar":"https://static.laohu8.com/default-avatar.jpg","crmLevel":8,"crmLevelSwitch":0,"followedFlag":false,"idStr":"3580169495451877","authorIdStr":"3580169495451877"},"themes":[],"htmlText":"极端高温时多少度？","listText":"极端高温时多少度？","text":"极端高温时多少度？","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":1,"commentSize":0,"repostSize":0,"link":"https://laohu8.com/post/478726644576704","repostId":"2567902166","repostType":2,"repost":{"id":"2567902166","kind":"news","pubTimestamp":1757896363,"share":"https://www.laohu8.com/m/news/2567902166?lang=zh_CN&edition=full","pubTime":"2025-09-15 08:32","market":"us","language":"zh","title":"特斯拉Model3极端高温测试：续航缩水44%","url":"https://stock-news.laohu8.com/highlight/detail?id=2567902166","media":"三言财经","summary":"《What Car？》杂志在西班牙南部进行极端高温测试，结果显示电动汽车在高温下续航显著下降。雪铁龙e-C3、起亚EV3和特斯拉Model3三款车型参与测试。特斯拉Model3标称436英里，实际244英里，减少44%。尽管续航下降，但特斯拉Model3在三款车型中能效最佳，每千瓦时可行驶3英里。在充电测试中，起亚EV3和特斯拉Model3的充电速度未受高温明显影响。特斯拉Model3从9%充至80%仅用时32分钟，起亚EV3从10%充至80%耗时31分钟。","content":"<html><body><p>《What Car？》杂志在西班牙南部进行极端高温测试，结果显示电动汽车在高温下续航显著下降。雪铁龙e-C3、起亚EV3和<a href=\"https://laohu8.com/S/TSLA\">特斯拉</a>Model3三款车型参与测试。雪铁龙e-C3标称续航199英里，实际仅142英里，续航减少28.7%。起亚EV3标称362英里，实际246英里，减少32%。特斯拉Model3标称436英里，实际244英里，减少44%。尽管续航下降，但特斯拉Model3在三款车型中能效最佳，每千瓦时可行驶3英里。在充电测试中，起亚EV3和特斯拉Model3的充电速度未受高温明显影响。特斯拉Model3从9%充至80%仅用时32分钟，起亚EV3从10%充至80%耗时31分钟。而雪铁龙e-C3因电池热管理系统简易，充电速度较慢，从3%充至80%耗时74分钟。</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\" 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height: 30px; margin: 0; padding: 0; border-radius: 50%; float: left;}\n.head .h-content { margin: 0; padding: 0 0 0 9px; float: left;}\n.head .h-name {font-size: 13px; color: #eee; margin: 0;}\n.head .h-time {font-size: 11px; color: #7E829C; margin: 0;line-height: 11px;}\n.small {font-size: 12.5px; display: inline-block; transform: scale(0.9); -webkit-transform: scale(0.9); transform-origin: left; -webkit-transform-origin: left;}\n.smaller {font-size: 12.5px; display: inline-block; transform: scale(0.8); -webkit-transform: scale(0.8); transform-origin: left; -webkit-transform-origin: left;}\n.bt-text {font-size: 12px;margin: 1.5em 0 0 0}\n.bt-text p {margin: 0}\n</style>\n</head>\n<body>\n<div class=\"wrapper\">\n<header>\n<h2 class=\"title\">\n特斯拉Model3极端高温测试：续航缩水44%\n</h2>\n\n<h4 class=\"meta\">\n\n\n2025-09-15 08:32 北京时间&nbsp;&nbsp;&nbsp;<a href=https://tech.ifeng.com/c/8mf6L7bROSn><strong>三言财经</strong></a>\n\n\n</h4>\n\n</header>\n<article>\n<div>\n<p>《What Car？》杂志在西班牙南部进行极端高温测试，结果显示电动汽车在高温下续航显著下降。雪铁龙e-C3、起亚EV3和特斯拉Model3三款车型参与测试。雪铁龙e-C3标称续航199英里，实际仅142英里，续航减少28.7%。起亚EV3标称362英里，实际246英里，减少32%。特斯拉Model3标称436英里，实际244英里，减少44%。尽管续航下降，但特斯拉Model3在三款车型中能效最佳...</p>\n\n<a href=\"https://tech.ifeng.com/c/8mf6L7bROSn\">网页链接</a>\n\n</div>\n\n\n</article>\n</div>\n</body>\n</html>\n","type":0,"thumbnail":"","relate_stocks":{"LU2756315664.SGD":"ALLIANZ INCOME AND GROWTH \"AMI\" (SGDHDG) INC","BK4511":"特斯拉概念","LU1366192091.USD":"ALLIANZ US EQUITY PLUS \"AM\" (USD) INC","BK4585":"ETF&股票定投概念","LU1066051811.HKD":"HSBC GIF GLOBAL EQUITY VOLATILITY FOCUSED \"AM2\" (HKD) INC","LU1551013342.USD":"Allianz Income and Growth Cl AMg2 DIS USD","LU0056508442.USD":"贝莱德世界科技基金A2","BK4533":"AQR资本管理(全球第二大对冲基金)","IE00BK4W5M84.HKD":"HSBC GLOBAL FUNDS ICAV US EQUITY INDEX \"HC\" (HKD) ACC","SG9999015978.USD":"利安颠覆性创新基金A","IE00B1XK9C88.USD":"PINEBRIDGE US LARGE CAP RESEARCH ENHANCED \"A\" (USD) ACC","LU0345769128.USD":"NINETY ONE GSF GLOBAL EQUITY \"A\" (USD) 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data-views=\"1\"></v-v>&nbsp;","listText":"<a href=\"https://laohu8.com/S/SOXL\">$三倍做多半导体ETF-Direxion Daily(SOXL)$&nbsp;</a><v-v data-views=\"1\"></v-v>&nbsp;","text":"$三倍做多半导体ETF-Direxion Daily(SOXL)$","images":[{"img":"https://static.tigerbbs.com/e5dac629079d89f4c6d4847309057fbb","width":"1122","height":"1737"}],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":1,"commentSize":0,"repostSize":0,"link":"https://laohu8.com/post/470388162888056","isVote":1,"tweetType":1,"viewCount":1511,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":1,"langContent":"EN","totalScore":0},{"id":469761439088752,"gmtCreate":1755718672181,"gmtModify":1755718683360,"author":{"id":"3580169495451877","authorId":"3580169495451877","name":"杰杰高升","avatar":"https://static.laohu8.com/default-avatar.jpg","crmLevel":8,"crmLevelSwitch":0,"followedFlag":false,"idStr":"3580169495451877","authorIdStr":"3580169495451877"},"themes":[],"htmlText":"<a href=\"https://laohu8.com/S/AMZN\">$亚马逊(AMZN)$&nbsp;</a>&nbsp;","listText":"<a href=\"https://laohu8.com/S/AMZN\">$亚马逊(AMZN)$&nbsp;</a>&nbsp;","text":"$亚马逊(AMZN)$","images":[{"img":"https://static.tigerbbs.com/bd6c0600aa58fd37200092d7ba90b7c9","width":"1122","height":"1737"}],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":1,"commentSize":0,"repostSize":0,"link":"https://laohu8.com/post/469761439088752","isVote":1,"tweetType":1,"viewCount":1320,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":1,"langContent":"EN","totalScore":0},{"id":467259303698776,"gmtCreate":1755093834881,"gmtModify":1755093837088,"author":{"id":"3580169495451877","authorId":"3580169495451877","name":"杰杰高升","avatar":"https://static.laohu8.com/default-avatar.jpg","crmLevel":8,"crmLevelSwitch":0,"followedFlag":false,"idStr":"3580169495451877","authorIdStr":"3580169495451877"},"themes":[],"htmlText":"老马呀，人家chatgpt市场占有率确实要高一些，所以会反映到排行榜上 这个很正常，看开点","listText":"老马呀，人家chatgpt市场占有率确实要高一些，所以会反映到排行榜上 这个很正常，看开点","text":"老马呀，人家chatgpt市场占有率确实要高一些，所以会反映到排行榜上 这个很正常，看开点","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":1,"commentSize":0,"repostSize":0,"link":"https://laohu8.com/post/467259303698776","repostId":"2559495603","repostType":2,"repost":{"id":"2559495603","kind":"news","pubTimestamp":1755071340,"share":"https://www.laohu8.com/m/news/2559495603?lang=zh_CN&edition=full","pubTime":"2025-08-13 15:49","market":"hk","language":"zh","title":"马斯克指控苹果偏袒 OpenAI、打压 Grok：称 App Store 排位涉反垄断并扬言起诉","url":"https://stock-news.laohu8.com/highlight/detail?id=2559495603","media":"环球市场播报","summary":"埃隆·马斯克在 X 发文称，苹果在 App Store 推广 OpenAI 的 ChatGPT、却打压自家 Grok，并把商店排位称为“明确的反垄断违规”，表示将“立即采取法律行动”。他质问为何 Grok 与 X 仅出现在“下载榜”，而 ChatGPT 几乎上了所有精选与必备榜单。　　马斯克与 OpenAI 的纠纷已持续多年。值得一提的是，中国初创 DeepSeek 今年 1 月曾登顶 App Store。　　更广阔的监管背景是，美国司法部去年起诉苹果垄断智能手机市场，指其 App Store 政策为开发者设门槛、抑制创新。","content":"<html><body><div>\n<p>　　埃隆·马斯克在 X 发文称，<span><a href=\"https://laohu8.com/S/AAPL\">苹果</a></span><span></span>在 App Store 推广 OpenAI 的 ChatGPT、却打压自家 Grok，并把商店排位称为“明确的反垄断违规”，表示将“立即采取法律行动”。他质问为何 Grok 与 X 仅出现在“下载榜”，而 ChatGPT 几乎上了所有精选与必备榜单。</p>\n<div><img height=\"352\" src=\"http://n.sinaimg.cn/finance/transform/155/w550h405/20250813/378c-7468f278963ce4f7731cd58c305e313b.png\" width=\"479\"/><span></span></div>\n<p>　　苹果回应称，App Store 通过榜单、算法推荐与编辑精选等方式“不带偏见”地展示数千款应用，标准包括易用性、评价与安全发现体验等。xAI 未予置评。</p>\n<p>　　马斯克与 OpenAI 的纠纷已持续多年。他 2015 年参与创办 OpenAI，之后关系恶化，多次起诉又撤诉，指责其背离初衷；OpenAI 则称其动机在竞争。苹果与 OpenAI 去年官宣合作，把 ChatGPT 集成到苹果产品的写作与问答等功能中；消息公布后，马斯克曾威胁禁止苹果设备进入其公司。</p>\n<p>　　应用位列情况：周二早间，苹果在“App”页顶部重点推荐 ChatGPT（宣介 GPT-5），并将其列入“必备 App”与“热门 App”第二位；Grok 仅在“免费榜”上排第 5（ChatGPT 第 1）。值得一提的是，中国初创 DeepSeek 今年 1 月曾登顶 App Store。</p>\n<p>　　更广阔的监管背景是，美国司法部去年起诉苹果垄断智能手机市场，指其 App Store 政策为开发者设门槛、抑制创新。其他开发者也因高抽成等问题起诉苹果；加州一名法官今年裁定，苹果必须允许开发者从自家网站分发 iOS 应用。同时，海外监管正推动降低平台向开发者收取的费用。</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：黄康 </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>马斯克指控苹果偏袒 OpenAI、打压 Grok：称 App Store 排位涉反垄断并扬言起诉</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; 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App Store 排位涉反垄断并扬言起诉\n</h2>\n\n<h4 class=\"meta\">\n\n\n2025-08-13 15:49 北京时间&nbsp;&nbsp;&nbsp;<a href=https://finance.sina.com.cn/stock/usstock/c/2025-08-13/doc-infkvrax7834901.shtml><strong>环球市场播报</strong></a>\n\n\n</h4>\n\n</header>\n<article>\n<div>\n<p>埃隆·马斯克在 X 发文称，苹果在 App Store 推广 OpenAI 的 ChatGPT、却打压自家 Grok，并把商店排位称为“明确的反垄断违规”，表示将“立即采取法律行动”。他质问为何 Grok 与 X 仅出现在“下载榜”，而 ChatGPT 几乎上了所有精选与必备榜单。\n\n　　苹果回应称，App Store 通过榜单、算法推荐与编辑精选等方式“不带偏见”地展示数千款应用，标准包括易用性...</p>\n\n<a href=\"https://finance.sina.com.cn/stock/usstock/c/2025-08-13/doc-infkvrax7834901.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":{"SG9999015341.SGD":"United Income Focus Trust Acc SGD-H","LU1934455194.USD":"AB SICAV I LOW VOLATILITY TOTAL RETURN EQUITY PORT \"A\" (USD) ACC","IE00BJJMRX11.SGD":"Janus Henderson Balanced A Acc SGD","LU1791710582.SGD":"Fidelity Global Demographics A-ACC-SGD (SGD/USD hedged)","LU2065171402.SGD":"M&G (LUX) GLOBAL MAXIMA \"A\" 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通过榜单、算法推荐与编辑精选等方式“不带偏见”地展示数千款应用，标准包括易用性、评价与安全发现体验等。xAI 未予置评。\n　　马斯克与 OpenAI 的纠纷已持续多年。他 2015 年参与创办 OpenAI，之后关系恶化，多次起诉又撤诉，指责其背离初衷；OpenAI 则称其动机在竞争。苹果与 OpenAI 去年官宣合作，把 ChatGPT 集成到苹果产品的写作与问答等功能中；消息公布后，马斯克曾威胁禁止苹果设备进入其公司。\n　　应用位列情况：周二早间，苹果在“App”页顶部重点推荐 ChatGPT（宣介 GPT-5），并将其列入“必备 App”与“热门 App”第二位；Grok 仅在“免费榜”上排第 5（ChatGPT 第 1）。值得一提的是，中国初创 DeepSeek 今年 1 月曾登顶 App Store。\n　　更广阔的监管背景是，美国司法部去年起诉苹果垄断智能手机市场，指其 App Store 政策为开发者设门槛、抑制创新。其他开发者也因高抽成等问题起诉苹果；加州一名法官今年裁定，苹果必须允许开发者从自家网站分发 iOS 应用。同时，海外监管正推动降低平台向开发者收取的费用。\n\n\n海量资讯、精准解读，尽在新浪财经APP\n\n责任编辑：黄康","news_type":1,"symbols_score_info":{"AAPL":1,"TSYW.SI":0.6,"MACW.SI":0.6}},"isVote":1,"tweetType":1,"viewCount":1852,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"CN","totalScore":0},{"id":466528988971368,"gmtCreate":1754924161889,"gmtModify":1754924163674,"author":{"id":"3580169495451877","authorId":"3580169495451877","name":"杰杰高升","avatar":"https://static.laohu8.com/default-avatar.jpg","crmLevel":8,"crmLevelSwitch":0,"followedFlag":false,"idStr":"3580169495451877","authorIdStr":"3580169495451877"},"themes":[],"htmlText":"那还不如直接ipad啊","listText":"那还不如直接ipad啊","text":"那还不如直接ipad啊","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":1,"commentSize":0,"repostSize":0,"link":"https://laohu8.com/post/466528988971368","repostId":"2558465853","repostType":2,"repost":{"id":"2558465853","kind":"news","pubTimestamp":1754901625,"share":"https://www.laohu8.com/m/news/2558465853?lang=zh_CN&edition=full","pubTime":"2025-08-11 16:40","market":"us","language":"zh","title":"主打廉价！苹果计划推出小尺寸MacBook：或于年末发布","url":"https://stock-news.laohu8.com/highlight/detail?id=2558465853","media":"快科技","summary":"快科技8月11日消息，苹果公司正在计划推出一款起售价为599美元的小尺寸MacBook，这将是苹果在经济型笔记本电脑市场的一次重要尝试，最快将在2025年年末推出。价格区间预计锁定在599-699美元，这一价位对学生群体尤为友好，或将助力苹果提升Mac电脑的年度出货量。此次599美元低价MacBook的规划，不仅将进一步丰富产品线，也预示着苹果在消费级笔记本市场的布局更加多元，试图通过更亲民的价格覆盖更广泛的用户群体。","content":"<html><body><article><p>快科技8月11日消息，<strong><a href=\"https://laohu8.com/S/AAPL\">苹果</a>公司正在计划推出一款起售价为599美元的小尺寸MacBook，这将是苹果在经济型笔记本电脑市场的一次重要尝试</strong>，<strong>最快将在2025年年末推出</strong>。</p><p>据报道，<strong>这款经济型MacBook最显著的特征是尺寸更小，配备12.9英寸屏幕，相比现有MacBook Air的13.6英寸略小</strong>。</p><p>硬件方面，其有望搭载与iPhone 16 Pro系列同款的A18 Pro芯片，性能表现值得期待。</p><p>价格区间预计锁定在599-699美元，这一价位对学生群体尤为友好，或将助力苹果提升Mac电脑的年度出货量。</p><p>从量产进度来看，部分核心部件的大规模生产可能于2025年第三季度启动，最终组装工作预计由富士康在同年第四季度完成，这意味着该机型有望在2025年末至2026年初正式发布。</p><p>近年来，苹果逐渐调整Mac系列定价策略，摆脱了此前 “高价门槛” 的标签。</p><p>此次599美元低价MacBook的规划，不仅将进一步丰富产品线，也预示着苹果在消费级笔记本市场的布局更加多元，试图通过更亲民的价格覆盖更广泛的用户群体。</p><img src=\"https://fid-75186.picgzc.qpic.cn/20250811164515823d163ues5sl8lvrc\"/></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>主打廉价！苹果计划推出小尺寸MacBook：或于年末发布</title>\n<style 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Pro芯片，性能表现值得期待。价格区间预计...</p>\n\n<a href=\"http://gu.qq.com/resources/shy/news/detail-v2/index.html#/?id=nesSN2025081116451994dc5aac&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":{"IE0004445015.USD":"JANUS HENDERSON BALANCED \"A2\" (USD) ACC","SG9999014559.SGD":"United Income Focus Trust Dis SGD","BK4588":"碎股","LU2602419157.SGD":"HSBC ISLAMIC GLOBAL EQUITY INDEX \"AC\" (SGD) ACC","LU0444973449.USD":"CT (LUX) I GLOBAL TECHNOLOGY \"DU\" (USD) ACC","LU2430703251.USD":"WELLINGTON MULTI-ASSET HIGH INCOME \"AM4\" (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）","LU2237443549.SGD":"Aberdeen Standard SICAV I - Global Dynamic Dividend A MIncA SGD-H","LU2077746001.SGD":"Blackrock ESG Multi-Asset A2 SGD-H","MACW.SI":"APPLE 3xLongSG261006","BK4170":"电脑硬件、储存设备及电脑周边","LU0077335932.USD":"FIDELITY AMERICAN GROWTH \"A\" INC","LU2237443895.HKD":"abrdn SICAV I -  GLOBAL DYNAMIC 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当成长期投资了","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":0,"commentSize":5,"repostSize":0,"link":"https://laohu8.com/post/412091167498744","isVote":1,"tweetType":1,"viewCount":3688,"authorTweetTopStatus":1,"verified":2,"comments":[{"author":{"id":"4201740931853640","authorId":"4201740931853640","name":"操刀鬼","avatar":"https://static.tigerbbs.com/ce230603dccdfafb8942238ee0457d10","crmLevel":1,"crmLevelSwitch":0,"idStr":"4201740931853640","authorIdStr":"4201740931853640"},"content":"还五年呢？两年之后美股泡沫就破了，所有股票都跌惨了，还五年，现在都开始泡沫破裂前期阶段了，还想着五年后的事情，你真的是没睡醒","text":"还五年呢？两年之后美股泡沫就破了，所有股票都跌惨了，还五年，现在都开始泡沫破裂前期阶段了，还想着五年后的事情，你真的是没睡醒","html":"还五年呢？两年之后美股泡沫就破了，所有股票都跌惨了，还五年，现在都开始泡沫破裂前期阶段了，还想着五年后的事情，你真的是没睡醒"},{"author":{"id":"3516069222588608","authorId":"3516069222588608","name":"赌狗终将一无所有","avatar":"https://static.tigerbbs.com/5dea5b60703e4a675b801d078999d34d","crmLevel":1,"crmLevelSwitch":0,"idStr":"3516069222588608","authorIdStr":"3516069222588608"},"content":"市场上那么多票，何苦纠结于一个","text":"市场上那么多票，何苦纠结于一个","html":"市场上那么多票，何苦纠结于一个"}],"imageCount":0,"langContent":"CN","totalScore":0}],"hots":[{"id":412091167498744,"gmtCreate":1741628667914,"gmtModify":1741644178704,"author":{"id":"3580169495451877","authorId":"3580169495451877","name":"杰杰高升","avatar":"https://static.laohu8.com/default-avatar.jpg","crmLevel":8,"crmLevelSwitch":0,"followedFlag":false,"authorIdStr":"3580169495451877","idStr":"3580169495451877"},"themes":[],"htmlText":"<a href=\"https://laohu8.com/S/TSLA\">$特斯拉(TSLA)$&nbsp;</a> 呵呵，5年后再看吧 当成长期投资了","listText":"<a href=\"https://laohu8.com/S/TSLA\">$特斯拉(TSLA)$&nbsp;</a> 呵呵，5年后再看吧 当成长期投资了","text":"$特斯拉(TSLA)$ 呵呵，5年后再看吧 当成长期投资了","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":0,"commentSize":5,"repostSize":0,"link":"https://laohu8.com/post/412091167498744","isVote":1,"tweetType":1,"viewCount":3688,"authorTweetTopStatus":1,"verified":2,"comments":[{"author":{"id":"4201740931853640","authorId":"4201740931853640","name":"操刀鬼","avatar":"https://static.tigerbbs.com/ce230603dccdfafb8942238ee0457d10","crmLevel":1,"crmLevelSwitch":0,"authorIdStr":"4201740931853640","idStr":"4201740931853640"},"content":"还五年呢？两年之后美股泡沫就破了，所有股票都跌惨了，还五年，现在都开始泡沫破裂前期阶段了，还想着五年后的事情，你真的是没睡醒","text":"还五年呢？两年之后美股泡沫就破了，所有股票都跌惨了，还五年，现在都开始泡沫破裂前期阶段了，还想着五年后的事情，你真的是没睡醒","html":"还五年呢？两年之后美股泡沫就破了，所有股票都跌惨了，还五年，现在都开始泡沫破裂前期阶段了，还想着五年后的事情，你真的是没睡醒"},{"author":{"id":"3516069222588608","authorId":"3516069222588608","name":"赌狗终将一无所有","avatar":"https://static.tigerbbs.com/5dea5b60703e4a675b801d078999d34d","crmLevel":1,"crmLevelSwitch":0,"authorIdStr":"3516069222588608","idStr":"3516069222588608"},"content":"市场上那么多票，何苦纠结于一个","text":"市场上那么多票，何苦纠结于一个","html":"市场上那么多票，何苦纠结于一个"}],"imageCount":0,"langContent":"CN","totalScore":0},{"id":529692422635568,"gmtCreate":1770340408111,"gmtModify":1770340410852,"author":{"id":"3580169495451877","authorId":"3580169495451877","name":"杰杰高升","avatar":"https://static.laohu8.com/default-avatar.jpg","crmLevel":8,"crmLevelSwitch":0,"followedFlag":false,"authorIdStr":"3580169495451877","idStr":"3580169495451877"},"themes":[],"htmlText":"年前 ？现在都2月份了，你说的是中国的春节吗？原来老外也过春节","listText":"年前 ？现在都2月份了，你说的是中国的春节吗？原来老外也过春节","text":"年前 ？现在都2月份了，你说的是中国的春节吗？原来老外也过春节","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":1,"commentSize":1,"repostSize":0,"link":"https://laohu8.com/post/529692422635568","isVote":1,"tweetType":1,"viewCount":299,"authorTweetTopStatus":1,"verified":2,"comments":[{"author":{"id":"9000000000000512","authorId":"9000000000000512","name":"LenaAnne","avatar":"https://static.laohu8.com/default-avatar.jpg","crmLevel":1,"crmLevelSwitch":0,"authorIdStr":"9000000000000512","idStr":"9000000000000512"},"content":"春节后市场常反弹，今年咋样？","text":"春节后市场常反弹，今年咋样？","html":"春节后市场常反弹，今年咋样？"}],"imageCount":0,"langContent":"CN","totalScore":0},{"id":511109926392504,"gmtCreate":1765809593620,"gmtModify":1765809596594,"author":{"id":"3580169495451877","authorId":"3580169495451877","name":"杰杰高升","avatar":"https://static.laohu8.com/default-avatar.jpg","crmLevel":8,"crmLevelSwitch":0,"followedFlag":false,"authorIdStr":"3580169495451877","idStr":"3580169495451877"},"themes":[],"htmlText":"Replying to <a 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如果合并了，那原本400美元买的特斯拉，现在变成500，那是纯赚了那100美元，还是100里有一部分不属于特斯拉？","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":2,"commentSize":0,"repostSize":0,"link":"https://laohu8.com/post/478866129728192","repostId":"2567196889","repostType":2,"repost":{"id":"2567196889","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":1757922175,"share":"https://www.laohu8.com/m/news/2567196889?lang=zh_CN&edition=full","pubTime":"2025-09-15 15:42","market":"sh","language":"zh","title":"特斯拉和xAI要合并？对冲基金大佬：感觉不可避免","url":"https://stock-news.laohu8.com/highlight/detail?id=2567196889","media":"华尔街见闻","summary":"天桥资本创始人Anthony Scaramucci的积极表态使对特斯拉和xAI可能合并的预期进一步升温。知名科技分析师、深水资管联合创始人Gene Munster分析称，二者的结合可能帮助特斯拉的市值达到8.5万亿美元的宏大目标。","content":"<html><head></head><body><blockquote><p>天桥资本创始人Anthony Scaramucci的积极表态使对特斯拉和xAI可能合并的预期进一步升温。知名科技分析师、深水资管联合创始人Gene Munster分析称，二者的结合可能帮助特斯拉的市值达到8.5万亿美元的宏大目标。</p></blockquote><p><a href=\"https://laohu8.com/S/TSLA\">特斯拉</a>与马斯克旗下AI初创公司xAI的合并可能性正从市场猜测演变为严肃讨论。</p><p>周日，天桥资本（SkyBridge Capital）创始人Anthony Scaramucci在社交平台X上发文称，<strong>随着马斯克加速将AI整合到其商业版图中，特斯拉与xAI的合并“感觉不可避免”。</strong>这一言论为本已升温的合并预期再添一把火。</p><p class=\"t-img-caption\"><img src=\"https://static.tigerbbs.com/ea25a51fd9d0eb4efb02ecf146e88726\" tg-width=\"538\" tg-height=\"118\"/></p><p>Scaramucci的这一推文发布在特斯拉股东提交了一份正式提案的消息传出之后。据报道，该提案敦促特斯拉董事会授权对xAI进行投资，首次把两家公司的资本联系统计入正式议程。</p><p>更深层次的信号，则隐藏在特斯拉近期披露的马斯克新十年期薪酬方案中。华尔街见闻此前提及，据<a href=\"https://laohu8.com/S/MS\">摩根士丹利</a>分析，该方案包含一项关键条款，允许在发生“重大”收购时调整业绩目标，这被广泛解读为是为未来与xAI的潜在合并铺路，使两家公司的协同成为特斯拉长期战略的一部分。</p><h2 id=\"id_3344807914\">股东提案推动合并预期升温</h2><p>将特斯拉与xAI捆绑的直接动力，来自投资者自身。据特斯拉的委托书文件，来自佛罗里达州的56岁投资者Stephen Hawk提交了一份股东提案，建议公司对xAI进行投资。<strong>这份提案将与马斯克备受争议的薪酬方案一起，在11月6日的公司年度股东大会上进行投票。</strong></p><p>Stephen Hawk在邮件中表示，他的灵感来自于马斯克此前在社交媒体上暗示双方合作的帖子。他认为，“正式确立这种伙伴关系对于确保双方明确的共同利益至关重要”。</p><p>实际上，马斯克本人也对这一想法持开放态度。<strong>他不仅曾在X平台上就此向粉丝征求意见，还在今年7月对投资者表示，“我们将根据股东的意愿行事”。</strong>这使得股东大会的投票结果，可能成为决定两家公司未来关系走向的关键一步。</p><h2 id=\"id_4103981088\">马斯克新薪酬方案暗藏释放合并信号</h2><p>对投资者而言，比股东提案更具实质性意义的，或许是马斯克那份价值可能高达1万亿美元的长期薪酬方案。</p><p>本月初，摩根士丹利分析师Adam Jonas等人在一份研报中指出，该方案旨在化解投资者对于马斯克将精力分散至xAI和SpaceX等其他公司的担忧。</p><p>报告称，马斯克已明确表示希望持有特斯拉至少25%的股权，以在公司控制权变更中拥有否决权，而新方案恰好为此提供了激励路径。更重要的是，方案中一项关于收购的补充条款引起市场高度关注。该条款规定，<strong>“市值和调整后EBITDA里程碑目标可能会进行调整，以计入被认为对里程碑实现有重大影响的特斯拉收购活动。”</strong></p><p>分析师认为，这一措辞为特斯拉与xAI未来的利益结合预留了灵活的制度空间。大摩的报告直言，这为两家公司的合并提供了明确的“接口”，表明这种整合已在特斯拉的长期战略考量之中。</p><h2 id=\"id_3057560843\">特斯拉市值有望冲击8.5万亿美元</h2><p>市场对合并的期待，建立在两家公司已存在的协同效应之上。</p><p>马斯克一直将特斯拉定位为一家“现实世界人工智能”公司，其核心是驱动自动驾驶和Optimus人形机器人。而xAI开发的Grok大语言模型，目前已作为AI伴侣整合到Optimus和部分特斯拉车辆中。此外，xAI还采购特斯拉的工业电池为其数据中心供电。</p><p>一些分析人士认为，合并将释放巨大价值。知名科技分析师、深水资产管理公司（Deepwater Asset Management）联合创始人Gene Munster本月早些时候曾提出，<strong>特斯拉与xAI的结合可能帮助前者的市值达到8.5万亿美元的宏大目标。</strong></p><p>如今，这种观点正成为主流。在xAI自身估值已超1000亿美元、并寻求高达2000亿美元估值的背景下，如何让特斯拉股东分享其AI突破带来的巨大收益，正成为马斯克需要解决的关键问题。</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>特斯拉和xAI要合并？对冲基金大佬：感觉不可避免</title>\n<style 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href=\"https://wallstreetcn.com/articles/3755596\">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/e49ab90f6352b6ebbb45091ad18b5a2e","relate_stocks":{"LU0345769631.USD":"NINETY ONE GSF GLOBAL EQUITY \"A\" (USD) 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","SG9999015945.SGD":"LionGlobal Disruptive Innovation Fund A SGD","LU2213496289.HKD":"ALLIANZ INCOME AND GROWTH \"AT\" (HKD) ACC","LU2602419157.SGD":"HSBC ISLAMIC GLOBAL EQUITY INDEX \"AC\" (SGD) ACC","TSLA":"特斯拉","BK4551":"寇图资本持仓","IE00BWXC8680.SGD":"PINEBRIDGE US LARGE CAP RESEARCH ENHANCED \"A5\" (SGD) ACC","SG9999015986.USD":"LIONGLOBAL DISRUPTIVE INNOVATION \"I\" (USD) ACC","LU1066051498.USD":"HSBC GIF GLOBAL EQUITY VOLATILITY FOCUSED \"AM2\" (USD) INC","LU2756315318.SGD":"ALLIANZ INCOME AND GROWTH \"AMG\" (SGDHDG) INC 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INC","LU0210536198.USD":"JPM US GROWTH \"A\" ACC"},"source_url":"https://wallstreetcn.com/articles/3755596","is_english":false,"share_image_url":"https://static.laohu8.com/e9f99090a1c2ed51c021029395664489","article_id":"2567196889","content_text":"天桥资本创始人Anthony Scaramucci的积极表态使对特斯拉和xAI可能合并的预期进一步升温。知名科技分析师、深水资管联合创始人Gene Munster分析称，二者的结合可能帮助特斯拉的市值达到8.5万亿美元的宏大目标。特斯拉与马斯克旗下AI初创公司xAI的合并可能性正从市场猜测演变为严肃讨论。周日，天桥资本（SkyBridge Capital）创始人Anthony Scaramucci在社交平台X上发文称，随着马斯克加速将AI整合到其商业版图中，特斯拉与xAI的合并“感觉不可避免”。这一言论为本已升温的合并预期再添一把火。Scaramucci的这一推文发布在特斯拉股东提交了一份正式提案的消息传出之后。据报道，该提案敦促特斯拉董事会授权对xAI进行投资，首次把两家公司的资本联系统计入正式议程。更深层次的信号，则隐藏在特斯拉近期披露的马斯克新十年期薪酬方案中。华尔街见闻此前提及，据摩根士丹利分析，该方案包含一项关键条款，允许在发生“重大”收购时调整业绩目标，这被广泛解读为是为未来与xAI的潜在合并铺路，使两家公司的协同成为特斯拉长期战略的一部分。股东提案推动合并预期升温将特斯拉与xAI捆绑的直接动力，来自投资者自身。据特斯拉的委托书文件，来自佛罗里达州的56岁投资者Stephen Hawk提交了一份股东提案，建议公司对xAI进行投资。这份提案将与马斯克备受争议的薪酬方案一起，在11月6日的公司年度股东大会上进行投票。Stephen Hawk在邮件中表示，他的灵感来自于马斯克此前在社交媒体上暗示双方合作的帖子。他认为，“正式确立这种伙伴关系对于确保双方明确的共同利益至关重要”。实际上，马斯克本人也对这一想法持开放态度。他不仅曾在X平台上就此向粉丝征求意见，还在今年7月对投资者表示，“我们将根据股东的意愿行事”。这使得股东大会的投票结果，可能成为决定两家公司未来关系走向的关键一步。马斯克新薪酬方案暗藏释放合并信号对投资者而言，比股东提案更具实质性意义的，或许是马斯克那份价值可能高达1万亿美元的长期薪酬方案。本月初，摩根士丹利分析师Adam Jonas等人在一份研报中指出，该方案旨在化解投资者对于马斯克将精力分散至xAI和SpaceX等其他公司的担忧。报告称，马斯克已明确表示希望持有特斯拉至少25%的股权，以在公司控制权变更中拥有否决权，而新方案恰好为此提供了激励路径。更重要的是，方案中一项关于收购的补充条款引起市场高度关注。该条款规定，“市值和调整后EBITDA里程碑目标可能会进行调整，以计入被认为对里程碑实现有重大影响的特斯拉收购活动。”分析师认为，这一措辞为特斯拉与xAI未来的利益结合预留了灵活的制度空间。大摩的报告直言，这为两家公司的合并提供了明确的“接口”，表明这种整合已在特斯拉的长期战略考量之中。特斯拉市值有望冲击8.5万亿美元市场对合并的期待，建立在两家公司已存在的协同效应之上。马斯克一直将特斯拉定位为一家“现实世界人工智能”公司，其核心是驱动自动驾驶和Optimus人形机器人。而xAI开发的Grok大语言模型，目前已作为AI伴侣整合到Optimus和部分特斯拉车辆中。此外，xAI还采购特斯拉的工业电池为其数据中心供电。一些分析人士认为，合并将释放巨大价值。知名科技分析师、深水资产管理公司（Deepwater Asset Management）联合创始人Gene Munster本月早些时候曾提出，特斯拉与xAI的结合可能帮助前者的市值达到8.5万亿美元的宏大目标。如今，这种观点正成为主流。在xAI自身估值已超1000亿美元、并寻求高达2000亿美元估值的背景下，如何让特斯拉股东分享其AI突破带来的巨大收益，正成为马斯克需要解决的关键问题。","news_type":1,"symbols_score_info":{"TSLA":1}},"isVote":1,"tweetType":1,"viewCount":3266,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"CN","totalScore":0},{"id":519152352170808,"gmtCreate":1767775389747,"gmtModify":1767775391968,"author":{"id":"3580169495451877","authorId":"3580169495451877","name":"杰杰高升","avatar":"https://static.laohu8.com/default-avatar.jpg","crmLevel":8,"crmLevelSwitch":0,"followedFlag":false,"authorIdStr":"3580169495451877","idStr":"3580169495451877"},"themes":[],"title":"","htmlText":"飞行汽车呢，不是说年底吗？","listText":"飞行汽车呢，不是说年底吗？","text":"飞行汽车呢，不是说年底吗？","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":1,"commentSize":0,"repostSize":0,"link":"https://laohu8.com/post/519152352170808","repostId":"2601207508","repostType":2,"repost":{"id":"2601207508","kind":"news","pubTimestamp":1767771243,"share":"https://www.laohu8.com/m/news/2601207508?lang=zh_CN&edition=full","pubTime":"2026-01-07 15:34","market":"us","language":"zh","title":"马斯克预告特斯拉Roadster将亮相","url":"https://stock-news.laohu8.com/highlight/detail?id=2601207508","media":"DoNews","summary":"2026年1月7日，埃隆·马斯克在《Moonshots》播客中透露，特斯拉将于4月1日首次公开展示推迟多年的电动超跑Roadster。他表示，该车不以安全为首要目标，而是追求极致性能与颠覆性技术，或将实现悬浮行驶。马斯克称其发布有望成为史上最令人印象深刻的产品亮相，并计划于2026年内正式发布，量产预计在发布后12至18个月内启动，最快2027年交付。","content":"<html><body><article><p>2026年1月7日，埃隆·马斯克在《Moonshots》播客中透露，<a href=\"https://laohu8.com/S/TSLA\">特斯拉</a>将于4月1日首次公开展示推迟多年的电动超跑Roadster。他表示，该车不以安全为首要目标，而是追求极致性能与颠覆性技术，或将实现悬浮行驶。马斯克称其发布有望成为史上最令人印象深刻的产品亮相，并计划于2026年内正式发布，量产预计在发布后12至18个月内启动，最快2027年交付。</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\" 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href=http://gu.qq.com/resources/shy/news/detail-v2/index.html#/?id=nesSN20260107153655a4a6a0f4&s=b><strong>DoNews</strong></a>\n\n\n</h4>\n\n</header>\n<article>\n<div>\n<p>2026年1月7日，埃隆·马斯克在《Moonshots》播客中透露，特斯拉将于4月1日首次公开展示推迟多年的电动超跑Roadster。他表示，该车不以安全为首要目标，而是追求极致性能与颠覆性技术，或将实现悬浮行驶。马斯克称其发布有望成为史上最令人印象深刻的产品亮相，并计划于2026年内正式发布，量产预计在发布后12至18个月内启动，最快2027年交付。</p>\n\n<a href=\"http://gu.qq.com/resources/shy/news/detail-v2/index.html#/?id=nesSN20260107153655a4a6a0f4&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":{"BK4574":"无人驾驶","LU1720051108.HKD":"ALLIANZ GLOBAL ARTIFICIAL INTELLIGENCE \"AT\" (HKD) ACC","LU0672654240.SGD":"FTIF - Franklin US Opportunities A Acc SGD-H1","TSLA":"特斯拉","BK4581":"高盛持仓","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","LU1548497426.USD":"安联环球人工智能AT 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href=\"https://laohu8.com/OPT/INTC 20251205 39.5 PUT\">$INTC 20251205 39.5 PUT$</a>&nbsp;","listText":"<a href=\"https://laohu8.com/OPT/INTC 20251205 39.5 PUT\">$INTC 20251205 39.5 PUT$</a>&nbsp;","text":"$INTC 20251205 39.5 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14:59","market":"hk","language":"zh","title":"目标价直指352美元!Evercore力挺英伟达(NVDA.US)：营收增速将跃升至79%","url":"https://stock-news.laohu8.com/highlight/detail?id=2586236380","media":"智通财经","summary":"智通财经APP获悉，11月20日，Evercore ISI宣布将英伟达的目标价从261美元上调至352美元，并维持“跑赢大盘”的评级。在英伟达发布第三季度财报后，该机构依然将其列为“首选股”，理由是英伟达营收增长重新提速，且产品供应情况显著改善。Evercore ISI还指出，英伟达仍是“AI生态领域的首选标的”，其GB200与GB300产品的供应状况已大幅好转。","content":"<html><body><p>智通财经APP获悉，11月20日，<a href=\"https://laohu8.com/S/EVR\">Evercore</a> ISI宣布将<a href=\"https://laohu8.com/S/NVDA\">英伟达</a>(NVDA.US)的目标价从261美元上调至352美元，并维持“跑赢大盘”的评级。在英伟达发布第三季度财报后，该机构依然将其列为“首选股”，理由是英伟达营收增长重新提速，且产品供应情况显著改善。Evercore ISI还指出，英伟达仍是“AI生态领域的首选标的”，其GB200与GB300产品的供应状况已大幅好转。</p><p>据估算，Blackwell计算平台的营收环比增幅有望达到48%，相较于7月所在季度，新增营收超过130亿美元。</p><p>“营收正重新步入加速增长轨道，基于此，我们再次给出‘跑赢大盘’的评级，上调盈利预测，并将目标价从261美元提升至352美元。这一目标价，是以2030自然年基准每股收益(EPS)14.74美元为基准，按35倍市盈率折现回2026年计算得出的。此次业绩表现与我们从渠道获取的信息相互印证：英伟达依旧是AI生态领域的首选标的，GB200/GB300的供应状况显著改善，Blackwell平台营收环比增长近50%(新增超130亿美元)。”</p><p>尽管当前供应形势依旧紧张，但该行分析指出，英伟达的库存量环比实现了32%的增长，供应承诺金额环比更是大幅增长63%，这样的增长态势足以有力支撑其2025 - 2026年高达5000亿美元的数据中心计算订单需求。</p><p>“至关重要的一点在于，我们的模型预测显示，英伟达的营收增速将从2025年7月所在季度的56%显著提升至2026年7月所在季度的79%，如此强劲的增长预期足以支撑其35倍的溢价市盈率。就当前盘后股价来看，英伟达的市盈率仅为25倍，相较于其9年历史中位数35倍，折价幅度接近30%。综合考量，其风险收益比依然颇具吸引力，因此，英伟达依旧是我们最为看好的首选股。”</p><p>该行分析师进一步补充道，依照当下的发展趋势来推断，Evercore先前所做出的关于英伟达2025年与2026年两年合计收入达4930亿美元的预测，“或许过于保守” 。</p></body></html>","source":"stock_zhitongcaijing","collect":0,"html":"<!DOCTYPE html>\n<html>\n<head>\n<meta http-equiv=\"Content-Type\" content=\"text/html; charset=utf-8\" />\n<meta name=\"viewport\" 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width: 30px; height: 30px; margin: 0; padding: 0; border-radius: 50%; float: left;}\n.head .h-content { margin: 0; padding: 0 0 0 9px; float: left;}\n.head .h-name {font-size: 13px; color: #eee; margin: 0;}\n.head .h-time {font-size: 11px; color: #7E829C; margin: 0;line-height: 11px;}\n.small {font-size: 12.5px; display: inline-block; transform: scale(0.9); -webkit-transform: scale(0.9); transform-origin: left; -webkit-transform-origin: left;}\n.smaller {font-size: 12.5px; display: inline-block; transform: scale(0.8); -webkit-transform: scale(0.8); transform-origin: left; -webkit-transform-origin: left;}\n.bt-text {font-size: 12px;margin: 1.5em 0 0 0}\n.bt-text p {margin: 0}\n</style>\n</head>\n<body>\n<div class=\"wrapper\">\n<header>\n<h2 class=\"title\">\n目标价直指352美元!Evercore力挺英伟达(NVDA.US)：营收增速将跃升至79%\n</h2>\n\n<h4 class=\"meta\">\n\n\n2025-11-26 14:59 北京时间&nbsp;&nbsp;&nbsp;<a href=http://www.zhitongcaijing.com/content/detail/1373807.html><strong>智通财经</strong></a>\n\n\n</h4>\n\n</header>\n<article>\n<div>\n<p>智通财经APP获悉，11月20日，Evercore ISI宣布将英伟达(NVDA.US)的目标价从261美元上调至352美元，并维持“跑赢大盘”的评级。在英伟达发布第三季度财报后，该机构依然将其列为“首选股”，理由是英伟达营收增长重新提速，且产品供应情况显著改善。Evercore ISI还指出，英伟达仍是“AI生态领域的首选标的”，其GB200与GB300产品的供应状况已大幅好转。据估算，...</p>\n\n<a href=\"http://www.zhitongcaijing.com/content/detail/1373807.html\">网页链接</a>\n\n</div>\n\n\n</article>\n</div>\n</body>\n</html>\n","type":0,"thumbnail":"","relate_stocks":{"EVR":"Evercore","NVDA":"英伟达"},"source_url":"http://www.zhitongcaijing.com/content/detail/1373807.html","is_english":false,"share_image_url":"https://static.laohu8.com/e9f99090a1c2ed51c021029395664489","article_id":"2586236380","content_text":"智通财经APP获悉，11月20日，Evercore ISI宣布将英伟达(NVDA.US)的目标价从261美元上调至352美元，并维持“跑赢大盘”的评级。在英伟达发布第三季度财报后，该机构依然将其列为“首选股”，理由是英伟达营收增长重新提速，且产品供应情况显著改善。Evercore ISI还指出，英伟达仍是“AI生态领域的首选标的”，其GB200与GB300产品的供应状况已大幅好转。据估算，Blackwell计算平台的营收环比增幅有望达到48%，相较于7月所在季度，新增营收超过130亿美元。“营收正重新步入加速增长轨道，基于此，我们再次给出‘跑赢大盘’的评级，上调盈利预测，并将目标价从261美元提升至352美元。这一目标价，是以2030自然年基准每股收益(EPS)14.74美元为基准，按35倍市盈率折现回2026年计算得出的。此次业绩表现与我们从渠道获取的信息相互印证：英伟达依旧是AI生态领域的首选标的，GB200/GB300的供应状况显著改善，Blackwell平台营收环比增长近50%(新增超130亿美元)。”尽管当前供应形势依旧紧张，但该行分析指出，英伟达的库存量环比实现了32%的增长，供应承诺金额环比更是大幅增长63%，这样的增长态势足以有力支撑其2025 - 2026年高达5000亿美元的数据中心计算订单需求。“至关重要的一点在于，我们的模型预测显示，英伟达的营收增速将从2025年7月所在季度的56%显著提升至2026年7月所在季度的79%，如此强劲的增长预期足以支撑其35倍的溢价市盈率。就当前盘后股价来看，英伟达的市盈率仅为25倍，相较于其9年历史中位数35倍，折价幅度接近30%。综合考量，其风险收益比依然颇具吸引力，因此，英伟达依旧是我们最为看好的首选股。”该行分析师进一步补充道，依照当下的发展趋势来推断，Evercore先前所做出的关于英伟达2025年与2026年两年合计收入达4930亿美元的预测，“或许过于保守” 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