real Michael Burry的个人主页 - 老虎社区

real Michael Burry

real Michael Burry

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IP属地：山西

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real Michael Burry

2025-05-20

著名反指买入要完了

重新看好芯片？木头姐大举加仓“台积电”，规模创近一年之最

real Michael Burry

2025-05-19

保险公司为什么会有很多净资产？

real Michael Burry

2025-03-15

$英特尔(INTC)$ 新ceo似乎是个行动派看好裁员提升效率股价看40

real Michael Burry

2024-11-05

$台积电(TSM)$ 川普上台利空台积电哈里斯上台利好

real Michael Burry

2024-08-26

$拼多多(PDD)$ 动态市盈率不足10倍黄金坑

real Michael Burry

2024-08-02

$苹果(AAPL)$ 财报几点出

real Michael Burry

2024-07-15

$苹果(AAPL)$ 这个高开低走怎么回事

real Michael Burry

2024-07-15

$AAPL(AAPL)$ 今晚能不能直接240，相信你果子

real Michael Burry

2024-07-11

$苹果(AAPL)$ 感觉和6月开大会戏码差不多，利好消息砸盘，第二天拉升

real Michael Burry

2024-07-11

$苹果(AAPL)$ 有利好消息怎么还下来了

real Michael Burry

2024-07-04

$谷歌(GOOG)$ 走的像低波股

real Michael Burry

2024-06-20

$谷歌(GOOG)$ 墨迹的像价值股

real Michael Burry

2024-06-14

33万亿都吹了，干脆直接三万万亿吧，区别不大

特斯拉市值5年翻10倍、未来剑指10个苹果？马斯克画出史上超级“大饼”

real Michael Burry

2024-06-11

$苹果(AAPL)$ 为什么和openai合作，谷歌爆拉

real Michael Burry

2024-06-11

$谷歌(GOOG)$ 啊？不是要和openai整合吗，怎么谷歌爆拉？

real Michael Burry

2024-05-23

$英伟达(NVDA)$ 拆股+上调下季度指引，才涨两个点么

real Michael Burry

2024-05-23

$英伟达(NVDA)$ 略超预期，能上1000么？

real Michael Burry

2024-05-23

$英伟达(NVDA)$ 几点出啊，等的困死了

real Michael Burry

2024-05-22

$拼多多(PDD)$ 开盘不会又砸吧

real Michael Burry

2024-05-15

$特斯拉(TSLA)$ 你也成meme股了

去老虎APP查看更多动态

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Michael Burry","avatar":"https://static.tigerbbs.com/17775ab37c290d5f0f84eeb85e9496eb","crmLevel":5,"crmLevelSwitch":0,"followedFlag":false,"authorIdStr":"3580939278756579","idStr":"3580939278756579"},"themes":[],"title":"","htmlText":"著名反指买入 要完了","listText":"著名反指买入 要完了","text":"著名反指买入 要完了","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":1,"commentSize":0,"repostSize":0,"link":"https://laohu8.com/post/437100210782376","repostId":"2536660918","repostType":2,"repost":{"id":"2536660918","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":1747725600,"share":"https://www.laohu8.com/m/news/2536660918?lang=zh_CN&edition=full","pubTime":"2025-05-20 15:20","market":"us","language":"zh","title":"重新看好芯片？木头姐大举加仓“台积电”，规模创近一年之最","url":"https://stock-news.laohu8.com/highlight/detail?id=2536660918","media":"华尔街见闻","summary":"“木头姐”旗下基金周一买入近20万份台积电ADR，购买规模创下去年6月18日以来最大，这也是自去年三季度以来，“木头姐”从主要卖出台积电转为显著买入的最明显信号。","content":"<html><head></head><body><blockquote><p>“木头姐”旗下基金周一买入近20万份台积电ADR，购买规模创下去年6月18日以来最大，这也是自去年三季度以来，“木头姐”从主要卖出台积电转为显著买入的最明显信号。</p></blockquote><p style=\"text-align: left;\">态度大反转！“木头姐”大举买入台积电。</p><p style=\"text-align: left;\">5月20日，据报道，“木头姐”Cathie Wood近一年来首次大规模买入台积电。<strong>这是自去年三季度以来，“木头姐”从主要卖出台积电转为显著买入的最明显信号。</strong></p><p style=\"text-align: left;\">数据显示，“木头姐”旗下的旗舰基金Ark Innovation ETF周一（5月19日）购买了123,587份台积电美国存托凭证(ADR)，同时Ark Next Generation Internet ETF买入了74,189份ADR。</p><p style=\"text-align: left;\">报道指出，虽然Ark的基金在今年2月也曾购买过台积电，但本次<strong>购买规模创下去年6月18日以来最大</strong>，相当于截至3月底Ark资产管理公司所持台积电股份的87%。</p><h2 id=\"id_198392582\" style=\"text-align: left;\">关税缓和、行业前景看好</h2><p style=\"text-align: left;\">从消息面来看，“木头姐”此次增持背后正值中美关税降幅远超预期，市场情绪大大改善。此外，特朗普与中东三国签署的一系列人工智能协议，也有利于台积电的业务前景，因为其实英伟达的重要供应商。</p><p style=\"text-align: left;\">从市场走势来看，“木头姐”的这一转变似乎已得到市场验证。从今年1月峰值到4月低位，台积电最多跌去37%，目前已经扳回一半以上的跌幅。分析师预测，未来12个月台积电股价还有约11%的上涨空间。</p><p class=\"t-img-caption\"><img src=\"https://static.tigerbbs.com/32a4d8ca578cbd8b6dc1aeaafd75d0df\" tg-width=\"560\" tg-height=\"240\"/></p><p style=\"text-align: left;\">台积电5月9日公布的业绩报告显示，4月销售额3495.7亿元新台币，环比增加22.2％，同比增长48.1%，远超分析师预期的38%，较上个月46.5%的同比增速有所加快。</p><p style=\"text-align: left;\">华尔街见闻此前提及，Meta和微软两家公司的资本支出显示出对AI产品的需求依旧旺盛，印证了该公司的光明前景，摩根士丹利对台积电股票评级为增持。</p><p style=\"text-align: left;\">据介绍，虽然“木头姐”以对颠覆性技术的激进押注而广为人知，但她的旗舰基金近年来表现不佳。</p><p style=\"text-align: left;\">尽管在截至2024年的两年间上涨了82%，但ARK Innovation ETF仍较其峰值下跌约63%，并在过去五年的大部分时间里表现落后于纳斯达克综合指数。</p><p style=\"text-align: left;\">分析认为，此次大规模买入台积电，可能是“木头姐”试图通过押注AI供应链核心企业，在当前市场环境下重振基金业绩的战略举措。</p><p style=\"text-align: left;\">在“木头姐”被曝出大举买入台积电之前，日前公布的13F报告显示，华尔街大佬一季度也买入了台积电。其中：</p><blockquote><p style=\"text-align: left;\">华尔街传奇投资者、有“史上最伟大的赚钱机器”之称的斯坦利·德鲁肯米勒（Stanley Druckenmiller）一季度大幅增持了台积电的股票，增加了49.13万股，使总持股量达到59.88万股，增幅高达456.93%。</p><p style=\"text-align: left;\">段永平管理的HH&amp;H International Investment一季度新建仓台积电，买入27.18万股，持仓市值4511.7万美元，占比为0.38%。</p></blockquote></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>重新看好芯片？木头姐大举加仓“台积电”，规模创近一年之最</title>\n<style 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}\nol{ list-style:decimal; }\nli,li p{ margin:10px 0;}\nimg{ max-width:100%;display:block;margin:0 auto 1em; }\nblockquote{ color:#B5B2B1; border-left:3px solid #aaa; padding:1em; }\nstrong,b{font-weight:bold;}\nem,i{font-style:italic;}\ntable{ width:100%;border-collapse:collapse;border-spacing:1px;margin:1em 0;font-size:.9em; }\nth,td{ padding:5px;text-align:left;border:1px solid #aaa; }\nth{ font-weight:bold;background:#5d5d5d; }\n.symbol-link{font-weight:bold;}\n/* header{ border-bottom:1px solid #494756; } */\n.title{ margin:0 0 8px;line-height:1.3;color:#ddd; }\n.meta {color:#5e5c6d;font-size:13px;margin:0 0 .5em; }\na{text-decoration:none; color:#2a4b87;}\n.meta .head { display: inline-block; overflow: hidden}\n.head .h-thumb { width: 30px; height: 30px; margin: 0; padding: 0; border-radius: 50%; float: left;}\n.head .h-content { margin: 0; padding: 0 0 0 9px; float: left;}\n.head .h-name {font-size: 13px; color: #eee; margin: 0;}\n.head .h-time {font-size: 11px; color: #7E829C; margin: 0;line-height: 11px;}\n.small {font-size: 12.5px; display: inline-block; transform: scale(0.9); -webkit-transform: scale(0.9); transform-origin: left; -webkit-transform-origin: left;}\n.smaller {font-size: 12.5px; display: inline-block; transform: scale(0.8); -webkit-transform: scale(0.8); transform-origin: left; -webkit-transform-origin: left;}\n.bt-text {font-size: 12px;margin: 1.5em 0 0 0}\n.bt-text p {margin: 0}\n</style>\n</head>\n<body>\n<div class=\"wrapper\">\n<header>\n<h2 class=\"title\">\n重新看好芯片？木头姐大举加仓“台积电”，规模创近一年之最\n</h2>\n\n<h4 class=\"meta\">\n\n\n<a class=\"head\" href=\"https://laohu8.com/wemedia/1084101182\">\n\n\n<div class=\"h-thumb\" style=\"background-image:url(https://static.tigerbbs.com/66809d1f5c2e43e2bdf15820c6d6897e);background-size:cover;\"></div>\n\n<div class=\"h-content\">\n<p class=\"h-name\">华尔街见闻 </p>\n<p class=\"h-time\">2025-05-20 15:20</p>\n</div>\n\n</a>\n\n\n</h4>\n\n</header>\n<article>\n<html><head></head><body><blockquote><p>“木头姐”旗下基金周一买入近20万份台积电ADR，购买规模创下去年6月18日以来最大，这也是自去年三季度以来，“木头姐”从主要卖出台积电转为显著买入的最明显信号。</p></blockquote><p style=\"text-align: left;\">态度大反转！“木头姐”大举买入台积电。</p><p style=\"text-align: left;\">5月20日，据报道，“木头姐”Cathie Wood近一年来首次大规模买入台积电。<strong>这是自去年三季度以来，“木头姐”从主要卖出台积电转为显著买入的最明显信号。</strong></p><p style=\"text-align: left;\">数据显示，“木头姐”旗下的旗舰基金Ark Innovation ETF周一（5月19日）购买了123,587份台积电美国存托凭证(ADR)，同时Ark Next Generation Internet ETF买入了74,189份ADR。</p><p style=\"text-align: left;\">报道指出，虽然Ark的基金在今年2月也曾购买过台积电，但本次<strong>购买规模创下去年6月18日以来最大</strong>，相当于截至3月底Ark资产管理公司所持台积电股份的87%。</p><h2 id=\"id_198392582\" style=\"text-align: left;\">关税缓和、行业前景看好</h2><p style=\"text-align: left;\">从消息面来看，“木头姐”此次增持背后正值中美关税降幅远超预期，市场情绪大大改善。此外，特朗普与中东三国签署的一系列人工智能协议，也有利于台积电的业务前景，因为其实英伟达的重要供应商。</p><p style=\"text-align: left;\">从市场走势来看，“木头姐”的这一转变似乎已得到市场验证。从今年1月峰值到4月低位，台积电最多跌去37%，目前已经扳回一半以上的跌幅。分析师预测，未来12个月台积电股价还有约11%的上涨空间。</p><p class=\"t-img-caption\"><img src=\"https://static.tigerbbs.com/32a4d8ca578cbd8b6dc1aeaafd75d0df\" tg-width=\"560\" tg-height=\"240\"/></p><p style=\"text-align: left;\">台积电5月9日公布的业绩报告显示，4月销售额3495.7亿元新台币，环比增加22.2％，同比增长48.1%，远超分析师预期的38%，较上个月46.5%的同比增速有所加快。</p><p style=\"text-align: left;\">华尔街见闻此前提及，Meta和微软两家公司的资本支出显示出对AI产品的需求依旧旺盛，印证了该公司的光明前景，摩根士丹利对台积电股票评级为增持。</p><p style=\"text-align: left;\">据介绍，虽然“木头姐”以对颠覆性技术的激进押注而广为人知，但她的旗舰基金近年来表现不佳。</p><p style=\"text-align: left;\">尽管在截至2024年的两年间上涨了82%，但ARK Innovation ETF仍较其峰值下跌约63%，并在过去五年的大部分时间里表现落后于纳斯达克综合指数。</p><p style=\"text-align: left;\">分析认为，此次大规模买入台积电，可能是“木头姐”试图通过押注AI供应链核心企业，在当前市场环境下重振基金业绩的战略举措。</p><p style=\"text-align: left;\">在“木头姐”被曝出大举买入台积电之前，日前公布的13F报告显示，华尔街大佬一季度也买入了台积电。其中：</p><blockquote><p style=\"text-align: left;\">华尔街传奇投资者、有“史上最伟大的赚钱机器”之称的斯坦利·德鲁肯米勒（Stanley Druckenmiller）一季度大幅增持了台积电的股票，增加了49.13万股，使总持股量达到59.88万股，增幅高达456.93%。</p><p style=\"text-align: left;\">段永平管理的HH&amp;H International Investment一季度新建仓台积电，买入27.18万股，持仓市值4511.7万美元，占比为0.38%。</p></blockquote></body></html>\n\n</article>\n</div>\n</body>\n</html>\n","type":0,"thumbnail":"https://static.tigerbbs.com/0fb0479ff67cd3a760cdce353bcb60ed","relate_stocks":{"BK4505":"高瓴资本持仓","LU1868837565.USD":"CT (LUX) I GLOBAL EMERGING MARKET EQUITIES \"1\" (USD) ACC","LU2023250504.SGD":"Allianz Thematica Cl AMg DIS H2-SGD","LU1989772923.USD":"CPR Invest - Climate Action A2 Acc USD-H","BK4612":"AI芯片","IE0004091025.USD":"BNY MELLON GLOBAL OPPORTUNITIES \"B\" (USD) ACC","LU1211504680.USD":"ALLIANZ HIGH DIVIDEND ASIA PACIFIC EQUITY \"AM\" (USD) INC","SGXZ99366536.SGD":"United Global Innovation A Acc SGD-H","IE00BHPRN162.USD":"BNY MELLON BLOCKCHAIN INNOVATION \"B\" (USD) ACC","LU0488056044.USD":"Allianz Asian Multi Income Plus Cl AM DIS USD","BK4588":"碎股","BK4605":"半导体精选","LU0124676726.USD":"AB SICAV I - SUSTAINABLE US THEMATIC PORTFOLIO \"A\" (USD) ACC","BK4548":"巴美列捷福持仓","LU2125154778.USD":"ALLSPRING GLOBAL EQUITY ENHANCED INCOME 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Dis"},"source_url":"https://wallstreetcn.com/articles/3747439","is_english":false,"share_image_url":"https://static.laohu8.com/e9f99090a1c2ed51c021029395664489","article_id":"2536660918","content_text":"“木头姐”旗下基金周一买入近20万份台积电ADR，购买规模创下去年6月18日以来最大，这也是自去年三季度以来，“木头姐”从主要卖出台积电转为显著买入的最明显信号。态度大反转！“木头姐”大举买入台积电。5月20日，据报道，“木头姐”Cathie Wood近一年来首次大规模买入台积电。这是自去年三季度以来，“木头姐”从主要卖出台积电转为显著买入的最明显信号。数据显示，“木头姐”旗下的旗舰基金Ark Innovation ETF周一（5月19日）购买了123,587份台积电美国存托凭证(ADR)，同时Ark Next Generation Internet ETF买入了74,189份ADR。报道指出，虽然Ark的基金在今年2月也曾购买过台积电，但本次购买规模创下去年6月18日以来最大，相当于截至3月底Ark资产管理公司所持台积电股份的87%。关税缓和、行业前景看好从消息面来看，“木头姐”此次增持背后正值中美关税降幅远超预期，市场情绪大大改善。此外，特朗普与中东三国签署的一系列人工智能协议，也有利于台积电的业务前景，因为其实英伟达的重要供应商。从市场走势来看，“木头姐”的这一转变似乎已得到市场验证。从今年1月峰值到4月低位，台积电最多跌去37%，目前已经扳回一半以上的跌幅。分析师预测，未来12个月台积电股价还有约11%的上涨空间。台积电5月9日公布的业绩报告显示，4月销售额3495.7亿元新台币，环比增加22.2％，同比增长48.1%，远超分析师预期的38%，较上个月46.5%的同比增速有所加快。华尔街见闻此前提及，Meta和微软两家公司的资本支出显示出对AI产品的需求依旧旺盛，印证了该公司的光明前景，摩根士丹利对台积电股票评级为增持。据介绍，虽然“木头姐”以对颠覆性技术的激进押注而广为人知，但她的旗舰基金近年来表现不佳。尽管在截至2024年的两年间上涨了82%，但ARK 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href=\"https://laohu8.com/S/TSLA\">特斯拉</a>年度股东大会终于开幕。</p><p>560亿美元薪酬获批、公司“搬家”德州，<strong>赢得了股东之战</strong>的的马斯克现场很是兴奋，不仅开场就跳起了舞，还<strong>画出了超级“大饼”。</strong></p><p>马斯克“豪言”称，<strong>特斯拉5年内登顶全球最高市值公司，未来市值可能超过33万亿美元，达到现在10个<a href=\"https://laohu8.com/S/AAPL\">苹果</a>的量级。</strong></p><p>此外，他还剧透了特斯拉三款新车、Optimus<a href=\"https://laohu8.com/S/300024\">机器人</a>、AI进展等。</p><p>美股收盘，特斯拉涨2.92%报182.47美元，总市值5819.33亿美元。</p><p class=\"t-img-caption\"><img src=\"https://static.tigerbbs.com/952c3c190988b9d00909b7b184470cc0\" title=\"\" tg-width=\"560\" tg-height=\"240\"/></p><p><strong>两项决议成功获批</strong></p><p>没出意外，<strong>560亿美元的天价薪酬</strong>和<strong>搬迁注册地</strong>都获批了。此前一天，马斯克就已经透露了这个消息。</p><p>特斯拉早在2018年授予马斯克的薪酬方案，可谓是一波三折。</p><p>只是，当年价值560亿美元的天价薪酬<strong>现在缩至500亿美元。</strong>不过，这一结果会继续助力马斯克稳坐世界首富，其财富将远超 2000 亿美元。</p><p>在投票结果宣布后，马斯克上台发表了热情洋溢的演讲。</p><blockquote><p>“太棒了，我爱你们！”“我是能够交付成绩的人。（I do deliver！）最终，这是最重要的事情。”</p></blockquote><p>他还说，薪酬计划不允许他半路撂挑子不干，这也不是他想做的。</p><p>这也让不少马斯克的支持者松了一口气。他们此前一直担心，如果薪酬案遭到拒绝，马斯克会减少管理特斯拉的时间，甚至是辞职。</p><p>不过需要注意的是，<strong>即使股东们支持了这项措施</strong>，<strong>也并不能保证马斯克会得到他的钱。</strong></p><p>因为薪酬投票只是建议性的，法院将拥有最终决定权。</p><p>今年1月份的时候，特拉华州的一名法官宣布薪酬计划无效，预计特斯拉将提出上诉。</p><p>如果上诉失败，公司注册地迁至德克萨斯州将使董事会能够在一个新的州恢复薪酬方案，该州可能会有更有利的法院。</p><p>在本次投票的12项决议中，股东大会共通过了<strong>全部5项公司提案以及2项董事会提案</strong>。</p><p>其中包括选举两名II类董事、批准高管薪酬、批准特斯拉迁至德克萨斯州、确认马斯克的股票期权奖励、确认普华永道为独立会计师事务所等。</p><p><strong>预告新产品</strong></p><p>会上，马斯克表示，特斯拉是2023年全球最大的电动车制造商，到今年年底将累计生产超过700万辆车。</p><p><strong>Model Y登顶全球最高销量车型。</strong>他对重新设计的Model 3给予高度评价，称其为“一辆非常棒的车”，预测在2024年继续保持这一地位。</p><p>关于特斯拉的<strong>“自动驾驶”业务</strong>，马斯克称特斯拉将比驾驶汽车的人类安全得多。</p><p>公司的自动驾驶汽车将类似于<a href=\"https://laohu8.com/S/ABNB\">爱彼迎</a>和<a href=\"https://laohu8.com/S/UBER\">优步</a>。</p><blockquote><p>“你不在的时候，你的车可以为你赚钱。”</p></blockquote><p>马斯克还提到了<strong>电动皮卡Cybertruck。</strong></p><p>他指出，这款车在最近一周内的产量达到了创纪录的1300辆，并计划在2024年底前提升至每周2500辆。</p><p>马斯克调侃道，Cybertruck看起来像是未来的东西。</p><blockquote><p>“这是一个了不起的产品，我认为这是我们最好的产品。”</p></blockquote><p>此外，特斯拉的<strong>电动卡车拖头Semi处于小批量生产状态。</strong></p><p>马斯克在上周批准了这款车的满负荷生产计划，他认为Semi可能会让公司财务发生变化。</p><p>会上，马斯克还<strong>预告了特斯拉正在开发的三款车型。</strong></p><p>他透露，这些车型将非常特别，但没有提供新车型的任何细节。</p><p class=\"t-img-caption\"><img src=\"https://static.tigerbbs.com/5c9ca7af7ea755d8c5c169979c71c27b\" title=\"\" tg-width=\"2400\" tg-height=\"1348\"/></p><p><strong>关于Optimus机器人、AI</strong></p><p>特斯拉的Optimus机器人进展显著。</p><p>马斯克承诺，<strong>特斯拉将在2025年开始“限量生产”Optimus机器人</strong>。他预测，明年公司将“有1000多个或数千个擎天柱机器人在特斯拉工作”。</p><p>马斯克指出，人形机器人市场会很大，<strong>Optimus未来市场价值达25万亿美元。</strong></p><blockquote><p>“我认为Optimus的市场价值将达到25万亿美元，要达到这个目标需要巨大的努力，我们正在加速前进。”</p></blockquote><p>他还提到，Optimus的售价可能低至1万美元，远低于汽车的售价。如果每台售价为2万美元，<strong>特斯拉每年可获利一万亿美元。</strong></p><p>马斯克认为，未来人形机器人与人类比例至少将达到2:1，最少也是1:1。</p><p>这也意味着未来将有100亿个人形机器人，甚至是200亿到300亿个。</p><p>特斯拉的目标是年产10亿台，占据市场10%以上份额。</p><p>关于AI，马斯克表示，<strong>特斯拉的AI在现实世界中领先Meta、<a href=\"https://laohu8.com/S/GOOG\">谷歌</a>、OpenAI。</strong></p><p>目前特斯拉已经完成了其HW5的设计，称之为“AI 5”。</p><p>马斯克指出，目前消费者所看到的一切仅仅是基于特斯拉HW3，甚至还没有达到其最大潜力。</p><p>相比之下，HW4的性能比HW3提升了3到8倍，而HW5将比HW4提升10倍，预计将在大约18个月内推出。</p><p>马斯克明确拒绝使用别家芯片。他提到苹果和<a href=\"https://laohu8.com/S/NVDA\">英伟达</a>说：</p><blockquote><p>“没有哪家公司的（AI）芯片比我们车内的芯片更适合放在我们的车里。”</p></blockquote><p><strong>特斯拉市值5年翻10倍、超10个苹果</strong></p><p>对于特斯拉的未来，马斯克称令人兴奋。</p><blockquote><p>“我们不仅仅是开启了特斯拉的新篇章，我们正在写一本新书。”</p></blockquote><p>在演讲中，马斯克除了介绍特斯拉取得的成就，还预测<strong>特斯拉的市值在5年后将达到现在的10倍。</strong></p><p>在谈及特斯拉何时能够登顶全球最高市值公司时，马斯克“豪情壮志”地称，<strong>特斯拉的市值有潜力增长至当下市值最高的公司的10倍。</strong></p><p>马斯克非常赞同近期“木头姐”凯茜·伍德给特斯拉设定5万亿美元估值的报告。</p><p>他认为，方舟基金对于特斯拉的预测是最为准确的。到2029年，特斯拉市值将达到7万亿美元；也就是说，5年后其市值将达到现在的10倍。</p><p>目前，苹果已超过<a href=\"https://laohu8.com/S/MSFT\">微软</a>，成为最大市值的公司，市值约为3.3万亿美元。这也就意味着，马斯克认<strong>为特斯拉未来的市值可能超过33万亿美元。</strong></p></body></html>","source":"gelonghui_highlight","collect":0,"html":"<!DOCTYPE html>\n<html>\n<head>\n<meta http-equiv=\"Content-Type\" content=\"text/html; charset=utf-8\" />\n<meta name=\"viewport\" content=\"width=device-width,initial-scale=1.0,minimum-scale=1.0,maximum-scale=1.0,user-scalable=no\"/>\n<meta name=\"format-detection\" 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left;}\n.head .h-name {font-size: 13px; color: #eee; margin: 0;}\n.head .h-time {font-size: 11px; color: #7E829C; margin: 0;line-height: 11px;}\n.small {font-size: 12.5px; display: inline-block; transform: scale(0.9); -webkit-transform: scale(0.9); transform-origin: left; -webkit-transform-origin: left;}\n.smaller {font-size: 12.5px; display: inline-block; transform: scale(0.8); -webkit-transform: scale(0.8); transform-origin: left; -webkit-transform-origin: left;}\n.bt-text {font-size: 12px;margin: 1.5em 0 0 0}\n.bt-text p {margin: 0}\n</style>\n</head>\n<body>\n<div class=\"wrapper\">\n<header>\n<h2 class=\"title\">\n特斯拉市值5年翻10倍、未来剑指10个苹果？马斯克画出史上超级“大饼”\n</h2>\n\n<h4 class=\"meta\">\n\n\n2024-06-14 11:40 北京时间&nbsp;&nbsp;&nbsp;<a href=https://www.gelonghui.com/p/791853><strong>格隆汇</strong></a>\n\n\n</h4>\n\n</header>\n<article>\n<div>\n<p>“讨薪”成功的马斯克跳起了舞周四，特斯拉年度股东大会终于开幕。560亿美元薪酬获批、公司“搬家”德州，赢得了股东之战的的马斯克现场很是兴奋，不仅开场就跳起了舞，还画出了超级“大饼”。马斯克“豪言”称，特斯拉5年内登顶全球最高市值公司，未来市值可能超过33万亿美元，达到现在10个苹果的量级。此外，他还剧透了特斯拉三款新车、Optimus机器人、AI进展等。美股收盘，特斯拉涨2.92%报182.47...</p>\n\n<a href=\"https://www.gelonghui.com/p/791853\">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/4f4394980e7a9d8811b57b98a79c3241","relate_stocks":{"BK4507":"流媒体概念","IE00B1BXHZ80.USD":"Legg Mason ClearBridge - US Appreciation A Acc USD","LU0943347566.SGD":"安联收益及增长平衡基金AM H2-SGD","IE00BKDWB100.SGD":"PINEBRIDGE US LARGE CAP RESEARCH ENHANCED \"A5H\" (SGDHDG) ACC","IE00BFSS7M15.SGD":"Janus Henderson Balanced A Acc SGD-H","BK4574":"无人驾驶","IE00B19Z9505.USD":"美盛-美国大盘成长股A Acc","BK4551":"寇图资本持仓","IE00BFSS8Q28.SGD":"Janus Henderson Balanced A Inc 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deliver！）最终，这是最重要的事情。”他还说，薪酬计划不允许他半路撂挑子不干，这也不是他想做的。这也让不少马斯克的支持者松了一口气。他们此前一直担心，如果薪酬案遭到拒绝，马斯克会减少管理特斯拉的时间，甚至是辞职。不过需要注意的是，即使股东们支持了这项措施，也并不能保证马斯克会得到他的钱。因为薪酬投票只是建议性的，法院将拥有最终决定权。今年1月份的时候，特拉华州的一名法官宣布薪酬计划无效，预计特斯拉将提出上诉。如果上诉失败，公司注册地迁至德克萨斯州将使董事会能够在一个新的州恢复薪酬方案，该州可能会有更有利的法院。在本次投票的12项决议中，股东大会共通过了全部5项公司提案以及2项董事会提案。其中包括选举两名II类董事、批准高管薪酬、批准特斯拉迁至德克萨斯州、确认马斯克的股票期权奖励、确认普华永道为独立会计师事务所等。预告新产品会上，马斯克表示，特斯拉是2023年全球最大的电动车制造商，到今年年底将累计生产超过700万辆车。Model Y登顶全球最高销量车型。他对重新设计的Model 3给予高度评价，称其为“一辆非常棒的车”，预测在2024年继续保持这一地位。关于特斯拉的“自动驾驶”业务，马斯克称特斯拉将比驾驶汽车的人类安全得多。公司的自动驾驶汽车将类似于爱彼迎和优步。“你不在的时候，你的车可以为你赚钱。”马斯克还提到了电动皮卡Cybertruck。他指出，这款车在最近一周内的产量达到了创纪录的1300辆，并计划在2024年底前提升至每周2500辆。马斯克调侃道，Cybertruck看起来像是未来的东西。“这是一个了不起的产品，我认为这是我们最好的产品。”此外，特斯拉的电动卡车拖头Semi处于小批量生产状态。马斯克在上周批准了这款车的满负荷生产计划，他认为Semi可能会让公司财务发生变化。会上，马斯克还预告了特斯拉正在开发的三款车型。他透露，这些车型将非常特别，但没有提供新车型的任何细节。关于Optimus机器人、AI特斯拉的Optimus机器人进展显著。马斯克承诺，特斯拉将在2025年开始“限量生产”Optimus机器人。他预测，明年公司将“有1000多个或数千个擎天柱机器人在特斯拉工作”。马斯克指出，人形机器人市场会很大，Optimus未来市场价值达25万亿美元。“我认为Optimus的市场价值将达到25万亿美元，要达到这个目标需要巨大的努力，我们正在加速前进。”他还提到，Optimus的售价可能低至1万美元，远低于汽车的售价。如果每台售价为2万美元，特斯拉每年可获利一万亿美元。马斯克认为，未来人形机器人与人类比例至少将达到2:1，最少也是1:1。这也意味着未来将有100亿个人形机器人，甚至是200亿到300亿个。特斯拉的目标是年产10亿台，占据市场10%以上份额。关于AI，马斯克表示，特斯拉的AI在现实世界中领先Meta、谷歌、OpenAI。目前特斯拉已经完成了其HW5的设计，称之为“AI 5”。马斯克指出，目前消费者所看到的一切仅仅是基于特斯拉HW3，甚至还没有达到其最大潜力。相比之下，HW4的性能比HW3提升了3到8倍，而HW5将比HW4提升10倍，预计将在大约18个月内推出。马斯克明确拒绝使用别家芯片。他提到苹果和英伟达说：“没有哪家公司的（AI）芯片比我们车内的芯片更适合放在我们的车里。”特斯拉市值5年翻10倍、超10个苹果对于特斯拉的未来，马斯克称令人兴奋。“我们不仅仅是开启了特斯拉的新篇章，我们正在写一本新书。”在演讲中，马斯克除了介绍特斯拉取得的成就，还预测特斯拉的市值在5年后将达到现在的10倍。在谈及特斯拉何时能够登顶全球最高市值公司时，马斯克“豪情壮志”地称，特斯拉的市值有潜力增长至当下市值最高的公司的10倍。马斯克非常赞同近期“木头姐”凯茜·伍德给特斯拉设定5万亿美元估值的报告。他认为，方舟基金对于特斯拉的预测是最为准确的。到2029年，特斯拉市值将达到7万亿美元；也就是说，5年后其市值将达到现在的10倍。目前，苹果已超过微软，成为最大市值的公司，市值约为3.3万亿美元。这也就意味着，马斯克认为特斯拉未来的市值可能超过33万亿美元。","news_type":1,"symbols_score_info":{"TSLL":1,"TSLA":1}},"isVote":1,"tweetType":1,"viewCount":2562,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"CN","totalScore":0},{"id":315450345697520,"gmtCreate":1718045078225,"gmtModify":1718045079671,"author":{"id":"3580939278756579","authorId":"3580939278756579","name":"real Michael 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