郑到的个人主页 - 老虎社区

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01-12

还等什么呢？在特斯拉股价突破800刀之前，满仓待涨吧哈哈哈

特斯拉FSD斩获最佳辅助驾驶奖！

2025-12-30

大涨在即，还犹豫什么呢？！冲冲冲冲冲冲

Form 4 | Beyond Meat 董事 Unprocessed Foods, LLC 增持 9,558,635 股权证

2025-12-02

因为给后续的上涨留足足够的空间啊哈哈哈

@美股投资网:人造肉Beyond Meat 为什么股价暴跌99%

2025-11-25

$Beyond Meat, Inc.(BYND)$ 最近机构都在增持，内部管理人减持。说明变革的时候就要到了！

2025-11-24

$Beyond Meat, Inc.(BYND)$ 既然有新产品进入沃尔玛销售的利好，市场已经来到了再次上涨的阶段。冲冲冲冲冲

2025-11-17

$Tesla Motors(TSLA)$ 还想加仓[Grin]

2025-11-14

$特斯拉(TSLA)$ 跌到我的成本以下，我会再加仓

2025-11-13

蔚来？拉倒吧

2025-11-10

$特斯拉(TSLA)$ 马上就要起飞了，冲啊冲冲冲

2025-11-06

$Beyond Meat, Inc.(BYND)$ 空头已是强弩之末，大伙一起上吧哈

2025-11-06

$Beyond Meat, Inc.(BYND)$ 坚持持有，不为小波动所困扰。

2025-10-24

$Beyond Meat, Inc.(BYND)$ 第一波没走，因为我觉得第二波很快就到且比第一波强。拭目以待[呆住]

2025-10-21

$Beyond Meat, Inc.(BYND)$

2025-10-16

$Beyond Meat, Inc.(BYND)$ 这么便宜的未来健康食品，应该有慧眼识别收购或者投资改董事会成员吧？[开心]

2025-10-16

已经被辟谣了[财迷]

机器人板块受益特斯拉订单传闻，易方达机器人ETF联接迎布局窗口

去老虎APP查看更多动态

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09:58","market":"us","language":"zh","title":"特斯拉FSD斩获最佳辅助驾驶奖！","url":"https://stock-news.laohu8.com/highlight/detail?id=2602564643","media":"鞭牛士","summary":"据teslarati报道，特斯拉有监督完全自动驾驶系统 在2026年《MotorTrend》最佳科技奖评选中，被评为市场上最佳的驾驶辅助技术。评委指出，特斯拉最新版FSD软件在真实路况中实现了大幅优化，性能全面领先于其他所有同级高级驾驶辅助系统，且优势十分明显。《MotorTrend》杂志在对FSD最新v14版本完成全面测试后，授予其2026年度最佳驾驶辅助科技称号。","content":"<html><body><article><img src=\"https://inews.gtimg.com/om_bt/O9fGggduqcoeaOJQ64xL7C38iKlfiUbJ8j7NZ03IWiJHAAA/0\"/><p>据teslarati报道，<a href=\"https://laohu8.com/S/TSLA\">特斯拉</a>有监督完全自动驾驶系统（FSD）在2026年《MotorTrend》最佳科技奖评选中，被评为市场上最佳的驾驶辅助技术。</p><p>这一评选结果，标志着该杂志的态度较往年出现显著转变。</p><p>评委指出，特斯拉最新版FSD软件在真实路况中实现了大幅优化，性能全面领先于其他所有同级高级驾驶辅助系统（ADAS），且优势十分明显。</p><p>《MotorTrend》杂志在对FSD最新v14版本完成全面测试后，授予其2026年度最佳驾驶辅助科技称号。</p><p>该杂志坦言，此前曾批评早期版本的FSD存在操作不稳定、险象环生等问题，在过往评测中更青睐<a href=\"https://laohu8.com/S/GM\">通用汽车</a>的超级巡航（Super Cruise）等竞品系统。</p><p>据《MotorTrend》评测，FSD v14版本攻克了此前的诸多短板。</p><p>测试人员表示，该系统在无保护左转、环岛通行、避让应急车辆、穿行高密度城市街道等复杂城市场景中，操作流畅度大幅提升。</p><p>尽管系统仍需驾驶员全程监控，但评委一致认为，就功能覆盖广度而言，目前尚无其他高级驾驶辅助系统能与之匹敌。</p><p>不同于其他依赖“摄像头+雷达+激光雷达+高精地图”组合方案、且仅适用于高速路段的竞品系统，特斯拉FSD采用纯视觉方案，可适配城市道路、乡村公路、高速公路等几乎所有路况。</p><p>《MotorTrend》指出，正是这种极强的实用性、以及应对全路况的能力，让FSD脱颖而出，远超<a href=\"https://laohu8.com/S/F\">福特</a>蓝智驾（BlueCruise）、通用超级巡航、宝马高速公路辅助系统等一众竞品。（电车界编译）（转载自：电车界）</p><p>更多电动车资讯请点击：http://www.evjee.cn/</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斩获最佳辅助驾驶奖！</title>\n<style 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margin: 0;line-height: 11px;}\n.small {font-size: 12.5px; display: inline-block; transform: scale(0.9); -webkit-transform: scale(0.9); transform-origin: left; -webkit-transform-origin: left;}\n.smaller {font-size: 12.5px; display: inline-block; transform: scale(0.8); -webkit-transform: scale(0.8); transform-origin: left; -webkit-transform-origin: left;}\n.bt-text {font-size: 12px;margin: 1.5em 0 0 0}\n.bt-text p {margin: 0}\n</style>\n</head>\n<body>\n<div class=\"wrapper\">\n<header>\n<h2 class=\"title\">\n特斯拉FSD斩获最佳辅助驾驶奖！\n</h2>\n\n<h4 class=\"meta\">\n\n\n2026-01-12 09:58 北京时间&nbsp;&nbsp;&nbsp;<a href=http://gu.qq.com/resources/shy/news/detail-v2/index.html#/?id=nesSN20260112100108a70f80ef&s=b><strong>鞭牛士</strong></a>\n\n\n</h4>\n\n</header>\n<article>\n<div>\n<p>据teslarati报道，特斯拉有监督完全自动驾驶系统（FSD）在2026年《MotorTrend》最佳科技奖评选中，被评为市场上最佳的驾驶辅助技术。这一评选结果，标志着该杂志的态度较往年出现显著转变。评委指出，特斯拉最新版FSD软件在真实路况中实现了大幅优化，性能全面领先于其他所有同级高级驾驶辅助系统（ADAS），且优势十分明显。《MotorTrend》杂志在对FSD最新v14版本完成全面测试后...</p>\n\n<a href=\"http://gu.qq.com/resources/shy/news/detail-v2/index.html#/?id=nesSN20260112100108a70f80ef&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":{"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","IE00BK4W5L77.USD":"HSBC GLOBAL FUNDS ICAV US EQUITY INDEX \"HC\" (USD) ACC","LU1066051811.HKD":"HSBC GIF GLOBAL EQUITY VOLATILITY FOCUSED \"AM2\" (HKD) INC","BK4099":"汽车制造商","LU2462157665.USD":"ALLIANZ GLOBAL INCOME \"A\" (USD) INC","IE00BK4W5M84.HKD":"HSBC GLOBAL FUNDS ICAV US EQUITY INDEX \"HC\" (HKD) ACC","BK4585":"ETF&股票定投概念","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","BK4555":"新能源车","LU1852331112.SGD":"Blackrock 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v14版本攻克了此前的诸多短板。测试人员表示，该系统在无保护左转、环岛通行、避让应急车辆、穿行高密度城市街道等复杂城市场景中，操作流畅度大幅提升。尽管系统仍需驾驶员全程监控，但评委一致认为，就功能覆盖广度而言，目前尚无其他高级驾驶辅助系统能与之匹敌。不同于其他依赖“摄像头+雷达+激光雷达+高精地图”组合方案、且仅适用于高速路段的竞品系统，特斯拉FSD采用纯视觉方案，可适配城市道路、乡村公路、高速公路等几乎所有路况。《MotorTrend》指出，正是这种极强的实用性、以及应对全路况的能力，让FSD脱颖而出，远超福特蓝智驾（BlueCruise）、通用超级巡航、宝马高速公路辅助系统等一众竞品。（电车界编译）（转载自：电车界）更多电动车资讯请点击：http://www.evjee.cn/","news_type":1,"symbols_score_info":{"TSLA":1.96,"TSYW.SI":0.6}},"isVote":1,"tweetType":1,"viewCount":375,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"CN","totalScore":0},{"id":516348067443808,"gmtCreate":1767085072392,"gmtModify":1767085075243,"author":{"id":"4090987034102320","authorId":"4090987034102320","name":"郑到","avatar":"https://static.tigerbbs.com/47c6eeff6b39ee1389346acc6fb3f079","crmLevel":6,"crmLevelSwitch":0,"followedFlag":false,"authorIdStr":"4090987034102320","idStr":"4090987034102320"},"themes":[],"title":"","htmlText":"大涨在即，还犹豫什么呢？！冲冲冲冲冲冲","listText":"大涨在即，还犹豫什么呢？！冲冲冲冲冲冲","text":"大涨在即，还犹豫什么呢？！冲冲冲冲冲冲","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":1,"commentSize":0,"repostSize":0,"link":"https://laohu8.com/post/516348067443808","repostId":"1117316471","repostType":2,"repost":{"id":"1117316471","kind":"news","weMediaInfo":{"introduction":"重大公告快速掌握","home_visible":1,"media_name":"老虎公告助手","id":"1094185691","head_image":"https://static.tigerbbs.com/f241068b466f5f9316243a75366834d5"},"pubTimestamp":1767050415,"share":"https://www.laohu8.com/m/news/1117316471?lang=zh_CN&edition=full","pubTime":"2025-12-30 07:20","market":"us","language":"zh","title":"Form 4 | Beyond Meat 董事 Unprocessed Foods, LLC 增持 9,558,635 股权证","url":"https://stock-news.laohu8.com/highlight/detail?id=1117316471","media":"老虎公告助手","summary":"Beyond Meat 董事 Unprocessed Foods, LLC 在2025年12月22日进行了多次交易，涉及权证的取得和取消，总共增持了 9,558,635 股权证。其中包括分别交易 3,823,454 和 5,735,181 股权证。这种大额增持可能表明董事看好公司未来发展，或有利好消息。","content":"Beyond Meat 董事 Unprocessed Foods, LLC 在2025年12月22日进行了多次交易，涉及权证的取得和取消，总共增持了 9,558,635 股权证。其中包括分别交易 3,823,454 和 5,735,181 股权证。这种大额增持可能表明董事看好公司未来发展，或有利好消息。","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>Form 4 | Beyond Meat 董事 Unprocessed Foods, LLC 增持 9,558,635 股权证</title>\n<style 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margin: 0;line-height: 11px;}\n.small {font-size: 12.5px; display: inline-block; transform: scale(0.9); -webkit-transform: scale(0.9); transform-origin: left; -webkit-transform-origin: left;}\n.smaller {font-size: 12.5px; display: inline-block; transform: scale(0.8); -webkit-transform: scale(0.8); transform-origin: left; -webkit-transform-origin: left;}\n.bt-text {font-size: 12px;margin: 1.5em 0 0 0}\n.bt-text p {margin: 0}\n</style>\n</head>\n<body>\n<div class=\"wrapper\">\n<header>\n<h2 class=\"title\">\nForm 4 | Beyond Meat 董事 Unprocessed Foods, LLC 增持 9,558,635 股权证\n</h2>\n\n<h4 class=\"meta\">\n\n\n<a class=\"head\" href=\"https://laohu8.com/wemedia/1094185691\">\n\n\n<div class=\"h-thumb\" style=\"background-image:url(https://static.tigerbbs.com/f241068b466f5f9316243a75366834d5);background-size:cover;\"></div>\n\n<div class=\"h-content\">\n<p class=\"h-name\">老虎公告助手 </p>\n<p class=\"h-time\">2025-12-30 07:20</p>\n</div>\n\n</a>\n\n\n</h4>\n\n</header>\n<article>\nBeyond Meat 董事 Unprocessed Foods, LLC 在2025年12月22日进行了多次交易，涉及权证的取得和取消，总共增持了 9,558,635 股权证。其中包括分别交易 3,823,454 和 5,735,181 股权证。这种大额增持可能表明董事看好公司未来发展，或有利好消息。\n\n</article>\n</div>\n</body>\n</html>\n","type":0,"thumbnail":"","relate_stocks":{"BYND":"Beyond Meat, Inc."},"source_url":"","is_english":false,"share_image_url":"https://static.laohu8.com/e9f99090a1c2ed51c021029395664489","article_id":"1117316471","content_text":"Beyond Meat 董事 Unprocessed Foods, LLC 在2025年12月22日进行了多次交易，涉及权证的取得和取消，总共增持了 9,558,635 股权证。其中包括分别交易 3,823,454 和 5,735,181 股权证。这种大额增持可能表明董事看好公司未来发展，或有利好消息。","news_type":1,"symbols_score_info":{"BYND":1}},"isVote":1,"tweetType":1,"viewCount":419,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"CN","totalScore":0},{"id":506626646688064,"gmtCreate":1764670521183,"gmtModify":1764670523564,"author":{"id":"4090987034102320","authorId":"4090987034102320","name":"郑到","avatar":"https://static.tigerbbs.com/47c6eeff6b39ee1389346acc6fb3f079","crmLevel":6,"crmLevelSwitch":0,"followedFlag":false,"authorIdStr":"4090987034102320","idStr":"4090987034102320"},"themes":[],"title":"","htmlText":"因为给后续的上涨留足足够的空间啊哈哈哈","listText":"因为给后续的上涨留足足够的空间啊哈哈哈","text":"因为给后续的上涨留足足够的空间啊哈哈哈","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":1,"commentSize":0,"repostSize":0,"link":"https://laohu8.com/post/506626646688064","repostId":"506625798258952","repostType":1,"repost":{"id":506625798258952,"gmtCreate":1764664327410,"gmtModify":1764664637826,"author":{"id":"3478213283465426","authorId":"3478213283465426","name":"美股投资网","avatar":"https://static.tigerbbs.com/a1bfd2cf1aa240d7058795c83d419510","crmLevel":1,"crmLevelSwitch":0,"followedFlag":false,"authorIdStr":"3478213283465426","idStr":"3478213283465426"},"themes":[],"title":"人造肉Beyond Meat 为什么股价暴跌99%","htmlText":"美国人造肉Beyond Meat&nbsp;股价从236美元持续暴跌到1美元的原因是业务会大幅下滑， 1. 初期热潮退去后，需求迅速下降 2018–2020 年，Beyond Meat 依靠媒体热度、ESG 投资、植物肉潮流等快速增长。但 2021–2023 年需求明显下滑，因为： 口感无法留住消费者 被认为太“加工” 复购率很低 整个植物肉品类的消费兴趣下滑 结果：销量见顶 → 下滑 → 零售动销恶化。 2. 与真肉相比，价格太贵 2022–2024 年： 真肉价格下降 Beyond 仍然昂贵 通胀环境让消费者更敏感 消费者的直觉就是：“真肉更便宜、味道更好，为什么要买更贵的植物肉？” 美股投资网分析，这大幅削弱主流需求。 3. 竞争加剧、品类被快速“商品化” 大量玩家进入植物肉： Impossible Foods Tyson Kellogg’s 超市自有品牌（更便宜） 自有品牌价格低 50–60%，挤压了 Beyond 的货架与市场份额。 4. 健康认知从正面转为负面 消费者开始认为植物肉： 过度加工 钠含量高 添加剂多 未必比真肉更健康 这一转变直接拖累整个行业。 5. 连锁餐饮合作失败 Beyond 早期合作对象包括： 麦当劳（McPlant） Dunkin’ Subway 部分 KFC 由于销量不佳，大部分合作被缩减或终止。尤其 McPlant 测试失败，是重大打击。 6. 成本结构太高，规模化失败 Beyond 始终面临： 制造成本高 原料贵 营销费用高 固定成本重 销量下降 → 单位成本上升 → 毛利率崩塌 → 持续亏损。 7. 管理层战略与执行失误 常见批评包括： 扩张过快 产品线过多 进入小众品类（如肉干） 对成本控制不力 过度乐观的市场预测 创新速度落后 Impossible Foods CEO Ethan Brown 被认为没有及时调整策略。 8. 整","listText":"美国人造肉Beyond Meat&nbsp;股价从236美元持续暴跌到1美元的原因是业务会大幅下滑， 1. 初期热潮退去后，需求迅速下降 2018–2020 年，Beyond Meat 依靠媒体热度、ESG 投资、植物肉潮流等快速增长。但 2021–2023 年需求明显下滑，因为： 口感无法留住消费者 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跌到我的成本以下，我会再加仓","images":[{"img":"https://static.tigerbbs.com/142c592b66f5073509e30b0088a1b524","width":"981","height":"1637"}],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":1,"commentSize":2,"repostSize":0,"link":"https://laohu8.com/post/500096733904976","isVote":1,"tweetType":1,"viewCount":1466,"authorTweetTopStatus":1,"verified":2,"comments":[{"author":{"id":"3498162464465692","authorId":"3498162464465692","name":"c2y2","avatar":"https://static.tigerbbs.com/9a048928c0c09a099e0948eb60e5b5b6","crmLevel":9,"crmLevelSwitch":1,"authorIdStr":"3498162464465692","idStr":"3498162464465692"},"content":"哈哈 等到两百多再加吧","text":"哈哈 等到两百多再加吧","html":"哈哈 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第一波没走，因为我觉得第二波很快就到且比第一波强。拭目以待[呆住]","images":[{"img":"https://static.tigerbbs.com/23ee6e2ae6f9fc38724a71e2b52f19ad","width":"981","height":"1637"}],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":3,"commentSize":2,"repostSize":0,"link":"https://laohu8.com/post/492703137145064","isVote":1,"tweetType":1,"viewCount":4143,"authorTweetTopStatus":1,"verified":2,"comments":[{"author":{"id":"20722186463466","authorId":"20722186463466","name":"爱发红包的虎妞","avatar":"https://static.tigerbbs.com/acf27be178fbc21279d1959ce5bec4e7","crmLevel":1,"crmLevelSwitch":0,"authorIdStr":"20722186463466","idStr":"20722186463466"},"content":"老师好呀，十分想邀请老师参与我们一期小虎访谈，一起来聊聊您的投资理念，我们还会有小礼物赠送哦~~请添加虎妞微信：itiger2014","text":"老师好呀，十分想邀请老师参与我们一期小虎访谈，一起来聊聊您的投资理念，我们还会有小礼物赠送哦~~请添加虎妞微信：itiger2014","html":"老师好呀，十分想邀请老师参与我们一期小虎访谈，一起来聊聊您的投资理念，我们还会有小礼物赠送哦~~请添加虎妞微信：itiger2014"},{"author":{"id":"3586525847490973","authorId":"3586525847490973","name":"柿子娘娘","avatar":"https://static.tigerbbs.com/0fd45d1c0fd142ac0b49a85b516ff7a3","crmLevel":2,"crmLevelSwitch":0,"authorIdStr":"3586525847490973","idStr":"3586525847490973"},"content":"还有机会拉升吗？我亏了一半了。","text":"还有机会拉升吗？我亏了一半了。","html":"还有机会拉升吗？我亏了一半了。"}],"imageCount":1,"langContent":"CN","totalScore":0},{"id":491508965565280,"gmtCreate":1761018627863,"gmtModify":1761021673878,"author":{"id":"4090987034102320","authorId":"4090987034102320","name":"郑到","avatar":"https://static.tigerbbs.com/47c6eeff6b39ee1389346acc6fb3f079","crmLevel":6,"crmLevelSwitch":0,"followedFlag":false,"authorIdStr":"4090987034102320","idStr":"4090987034102320"},"themes":[],"htmlText":"<a 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href=\"https://laohu8.com/S/BYND\">$Beyond Meat, Inc.(BYND)$&nbsp;</a> 这么便宜的未来健康食品，应该有慧眼识别收购或者投资改董事会成员吧？[开心]&nbsp;&nbsp;","listText":"<a href=\"https://laohu8.com/S/BYND\">$Beyond Meat, Inc.(BYND)$&nbsp;</a> 这么便宜的未来健康食品，应该有慧眼识别收购或者投资改董事会成员吧？[开心]&nbsp;&nbsp;","text":"$Beyond Meat, Inc.(BYND)$ 这么便宜的未来健康食品，应该有慧眼识别收购或者投资改董事会成员吧？[开心]","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":4,"commentSize":4,"repostSize":0,"link":"https://laohu8.com/post/489882783998720","isVote":1,"tweetType":1,"viewCount":3867,"authorTweetTopStatus":1,"verified":2,"comments":[{"author":{"id":"3537417120281286","authorId":"3537417120281286","name":"好东西要一直拿着","avatar":"https://static.tigerbbs.com/ed03e24159cdfb1a1cc9e0eb75d70106","crmLevel":6,"crmLevelSwitch":0,"authorIdStr":"3537417120281286","idStr":"3537417120281286"},"content":"这就是素肉，有啥健康的","text":"这就是素肉，有啥健康的","html":"这就是素肉，有啥健康的"}],"imageCount":0,"langContent":"CN","totalScore":0},{"id":489784395317368,"gmtCreate":1760603756040,"gmtModify":1760604103074,"author":{"id":"4090987034102320","authorId":"4090987034102320","name":"郑到","avatar":"https://static.tigerbbs.com/47c6eeff6b39ee1389346acc6fb3f079","crmLevel":6,"crmLevelSwitch":0,"followedFlag":false,"authorIdStr":"4090987034102320","idStr":"4090987034102320"},"themes":[],"htmlText":"已经被辟谣了[财迷]&nbsp;&nbsp;","listText":"已经被辟谣了[财迷]&nbsp;&nbsp;","text":"已经被辟谣了[财迷]","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":1,"commentSize":0,"repostSize":0,"link":"https://laohu8.com/post/489784395317368","repostId":"2575718614","repostType":2,"repost":{"id":"2575718614","kind":"news","pubTimestamp":1760601306,"share":"https://www.laohu8.com/m/news/2575718614?lang=zh_CN&edition=full","pubTime":"2025-10-16 15:55","market":"us","language":"zh","title":"机器人板块受益特斯拉订单传闻，易方达机器人ETF联接迎布局窗口","url":"https://stock-news.laohu8.com/highlight/detail?id=2575718614","media":"云掌财经","summary":"近期，A股市场机器人概念再次爆发，板块单日涨幅2.52%。这一行情与特斯拉Optimus线性执行器6.85亿美元订单传闻密切相关，若消息属实，将标志着人形机器人从技术探索迈向商业化落地的关键一步。与此同时，特斯拉机器人也传出新动向。据悉三花智控获得特斯拉机器人大额订单，特斯拉或将采购其线性关节产品，该部件作为Optimus人形机器人实现精准屈伸运动的“关键关节”，将直接用于特斯拉这款机器人的规模化量产计划。","content":"<html><body><article><p>近期，A股市场机器人概念再次爆发，板块单日涨幅2.52%。这一行情与<a href=\"https://laohu8.com/S/TSLA\">特斯拉</a>Optimus线性执行器6.85亿美元订单传闻密切相关，若消息属实，将标志着人形机器人从技术探索迈向商业化落地的关键一步。在此背景下，易方达国证机器人产业ETF联接基金（A：020972；C：020973）为投资者提供了一键布局产业链核心<span>资产</span>的低成本工具。在指数投资领域，易方达基金管理公司经验已超21年，且资产管理总规模处于行业前列，产品线齐全，后续将为产品运行保驾护航。（数据来源：Wind，截至于2025年10月15日）</p><p>消息面上，上海市经信委日前印发的《上海市智能终端产业高质量发展行动方案（2026-2027年）》提出支持人形机器人产品研发和量产制造。该方案明确要强化机器人终端能力，打造“能听会道、有情商、有智商、有技能”的人形机器人产品，推进端侧芯片、灵巧手、电池等核心零部件加快产业化突破。与此同时，特斯拉机器人也传出新动向。据悉<a href=\"https://laohu8.com/S/002050\">三花智控</a>获得特斯拉机器人大额订单，特斯拉或将采购其线性关节产品，该部件作为Optimus人形机器人实现精准屈伸运动的“关键关节”，将直接用于特斯拉这款机器人的规模化量产计划。华金证券指出，随着特斯拉机器人逐步实现量产，机器人产业链上下游的相关公司有望迎来关注。日历效应来看，节后科技成长和部分核心资产可能相对占优，科技成长仍将是行情主线。</p><p>易方达国证机器人产业ETF联接基金（A：020972；C：020973）紧密跟踪国证机器人产业指数，该指数前十大成份股汇聚了机器人领域的领军企业，如<a href=\"https://laohu8.com/S/300124\">汇川技术</a>、<a href=\"https://laohu8.com/S/002230\">科大讯飞</a>、<a href=\"https://laohu8.com/S/688169\">石头科技</a>，这些公司分别在工业自动化、人工智能、智能家居、机器视觉等领域具有深厚技术积累和市场优势。该基金采用双类别设计（A类适合长期持有，C类适合短线交易），管理费仅0.5%，且支持10元起投。投资者可通过场外渠道便捷申购，无需担心个股波动风险，即可共享产业升级红利。</p><p>展望后市，<a href=\"https://laohu8.com/S/06066\">中信建投证券</a>指出，随着Optimus三代样机的发布以及量产节奏的积极指引，国产机器人产业链在订单<span>出货</span>和资本化运作方面均表现出色，在市场整体流动性保持宽松的背景下，机器人板块有望重新成为科技成长配置的主线。</p><p></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>机器人板块受益特斯拉订单传闻，易方达机器人ETF联接迎布局窗口</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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href=http://gu.qq.com/resources/shy/news/detail-v2/index.html#/?id=nesSN20251016155514a6bca168&s=b><strong>云掌财经</strong></a>\n\n\n</h4>\n\n</header>\n<article>\n<div>\n<p>近期，A股市场机器人概念再次爆发，板块单日涨幅2.52%。这一行情与特斯拉Optimus线性执行器6.85亿美元订单传闻密切相关，若消息属实，将标志着人形机器人从技术探索迈向商业化落地的关键一步。在此背景下，易方达国证机器人产业ETF联接基金（A：020972；C：020973）为投资者提供了一键布局产业链核心资产的低成本工具。在指数投资领域，易方达基金管理公司经验已超21年，且资产管理总规模处于...</p>\n\n<a href=\"http://gu.qq.com/resources/shy/news/detail-v2/index.html#/?id=nesSN20251016155514a6bca168&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","LU1548497426.USD":"安联环球人工智能AT Acc","LU1861559042.SGD":"日兴方舟颠覆性创新基金B SGD","BK4598":"佩洛西持仓","TSLA":"特斯拉","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","LU2471134952.CNY":"INVESCO GLOBAL EQUITY INCOME ADVANTAGE \"A\" (CNYHDG) INC","BK4604":"机器人概念","BK4581":"高盛持仓","IE00BK4W5M84.HKD":"HSBC GLOBAL FUNDS ICAV US EQUITY INDEX \"HC\" (HKD) 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第一波没走，因为我觉得第二波很快就到且比第一波强。拭目以待[呆住]","images":[{"img":"https://static.tigerbbs.com/23ee6e2ae6f9fc38724a71e2b52f19ad","width":"981","height":"1637"}],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":3,"commentSize":2,"repostSize":0,"link":"https://laohu8.com/post/492703137145064","isVote":1,"tweetType":1,"viewCount":4143,"authorTweetTopStatus":1,"verified":2,"comments":[{"author":{"id":"20722186463466","authorId":"20722186463466","name":"爱发红包的虎妞","avatar":"https://static.tigerbbs.com/acf27be178fbc21279d1959ce5bec4e7","crmLevel":1,"crmLevelSwitch":0,"authorIdStr":"20722186463466","idStr":"20722186463466"},"content":"老师好呀，十分想邀请老师参与我们一期小虎访谈，一起来聊聊您的投资理念，我们还会有小礼物赠送哦~~请添加虎妞微信：itiger2014","text":"老师好呀，十分想邀请老师参与我们一期小虎访谈，一起来聊聊您的投资理念，我们还会有小礼物赠送哦~~请添加虎妞微信：itiger2014","html":"老师好呀，十分想邀请老师参与我们一期小虎访谈，一起来聊聊您的投资理念，我们还会有小礼物赠送哦~~请添加虎妞微信：itiger2014"},{"author":{"id":"3586525847490973","authorId":"3586525847490973","name":"柿子娘娘","avatar":"https://static.tigerbbs.com/0fd45d1c0fd142ac0b49a85b516ff7a3","crmLevel":2,"crmLevelSwitch":0,"authorIdStr":"3586525847490973","idStr":"3586525847490973"},"content":"还有机会拉升吗？我亏了一半了。","text":"还有机会拉升吗？我亏了一半了。","html":"还有机会拉升吗？我亏了一半了。"}],"imageCount":1,"langContent":"CN","totalScore":0},{"id":491508965565280,"gmtCreate":1761018627863,"gmtModify":1761021673878,"author":{"id":"4090987034102320","authorId":"4090987034102320","name":"郑到","avatar":"https://static.tigerbbs.com/47c6eeff6b39ee1389346acc6fb3f079","crmLevel":6,"crmLevelSwitch":0,"followedFlag":false,"authorIdStr":"4090987034102320","idStr":"4090987034102320"},"themes":[],"htmlText":"<a 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坚持持有，不为小波动所困扰。","images":[{"img":"https://static.tigerbbs.com/055d5f1cc451602d760b435140f6a5ec","width":"981","height":"1637"}],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":1,"commentSize":1,"repostSize":0,"link":"https://laohu8.com/post/497259752944472","isVote":1,"tweetType":1,"viewCount":1387,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":1,"langContent":"CN","totalScore":0},{"id":520976124302560,"gmtCreate":1768220143546,"gmtModify":1768220146490,"author":{"id":"4090987034102320","authorId":"4090987034102320","name":"郑到","avatar":"https://static.tigerbbs.com/47c6eeff6b39ee1389346acc6fb3f079","crmLevel":6,"crmLevelSwitch":0,"followedFlag":false,"authorIdStr":"4090987034102320","idStr":"4090987034102320"},"themes":[],"title":"","htmlText":"还等什么呢？在特斯拉股价突破800刀之前，满仓待涨吧哈哈哈","listText":"还等什么呢？在特斯拉股价突破800刀之前，满仓待涨吧哈哈哈","text":"还等什么呢？在特斯拉股价突破800刀之前，满仓待涨吧哈哈哈","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":2,"commentSize":0,"repostSize":0,"link":"https://laohu8.com/post/520976124302560","repostId":"2602564643","repostType":2,"repost":{"id":"2602564643","kind":"news","pubTimestamp":1768183088,"share":"https://www.laohu8.com/m/news/2602564643?lang=zh_CN&edition=full","pubTime":"2026-01-12 09:58","market":"us","language":"zh","title":"特斯拉FSD斩获最佳辅助驾驶奖！","url":"https://stock-news.laohu8.com/highlight/detail?id=2602564643","media":"鞭牛士","summary":"据teslarati报道，特斯拉有监督完全自动驾驶系统 在2026年《MotorTrend》最佳科技奖评选中，被评为市场上最佳的驾驶辅助技术。评委指出，特斯拉最新版FSD软件在真实路况中实现了大幅优化，性能全面领先于其他所有同级高级驾驶辅助系统，且优势十分明显。《MotorTrend》杂志在对FSD最新v14版本完成全面测试后，授予其2026年度最佳驾驶辅助科技称号。","content":"<html><body><article><img src=\"https://inews.gtimg.com/om_bt/O9fGggduqcoeaOJQ64xL7C38iKlfiUbJ8j7NZ03IWiJHAAA/0\"/><p>据teslarati报道，<a href=\"https://laohu8.com/S/TSLA\">特斯拉</a>有监督完全自动驾驶系统（FSD）在2026年《MotorTrend》最佳科技奖评选中，被评为市场上最佳的驾驶辅助技术。</p><p>这一评选结果，标志着该杂志的态度较往年出现显著转变。</p><p>评委指出，特斯拉最新版FSD软件在真实路况中实现了大幅优化，性能全面领先于其他所有同级高级驾驶辅助系统（ADAS），且优势十分明显。</p><p>《MotorTrend》杂志在对FSD最新v14版本完成全面测试后，授予其2026年度最佳驾驶辅助科技称号。</p><p>该杂志坦言，此前曾批评早期版本的FSD存在操作不稳定、险象环生等问题，在过往评测中更青睐<a href=\"https://laohu8.com/S/GM\">通用汽车</a>的超级巡航（Super Cruise）等竞品系统。</p><p>据《MotorTrend》评测，FSD v14版本攻克了此前的诸多短板。</p><p>测试人员表示，该系统在无保护左转、环岛通行、避让应急车辆、穿行高密度城市街道等复杂城市场景中，操作流畅度大幅提升。</p><p>尽管系统仍需驾驶员全程监控，但评委一致认为，就功能覆盖广度而言，目前尚无其他高级驾驶辅助系统能与之匹敌。</p><p>不同于其他依赖“摄像头+雷达+激光雷达+高精地图”组合方案、且仅适用于高速路段的竞品系统，特斯拉FSD采用纯视觉方案，可适配城市道路、乡村公路、高速公路等几乎所有路况。</p><p>《MotorTrend》指出，正是这种极强的实用性、以及应对全路况的能力，让FSD脱颖而出，远超<a href=\"https://laohu8.com/S/F\">福特</a>蓝智驾（BlueCruise）、通用超级巡航、宝马高速公路辅助系统等一众竞品。（电车界编译）（转载自：电车界）</p><p>更多电动车资讯请点击：http://www.evjee.cn/</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斩获最佳辅助驾驶奖！</title>\n<style 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margin: 0;line-height: 11px;}\n.small {font-size: 12.5px; display: inline-block; transform: scale(0.9); -webkit-transform: scale(0.9); transform-origin: left; -webkit-transform-origin: left;}\n.smaller {font-size: 12.5px; display: inline-block; transform: scale(0.8); -webkit-transform: scale(0.8); transform-origin: left; -webkit-transform-origin: left;}\n.bt-text {font-size: 12px;margin: 1.5em 0 0 0}\n.bt-text p {margin: 0}\n</style>\n</head>\n<body>\n<div class=\"wrapper\">\n<header>\n<h2 class=\"title\">\n特斯拉FSD斩获最佳辅助驾驶奖！\n</h2>\n\n<h4 class=\"meta\">\n\n\n2026-01-12 09:58 北京时间&nbsp;&nbsp;&nbsp;<a href=http://gu.qq.com/resources/shy/news/detail-v2/index.html#/?id=nesSN20260112100108a70f80ef&s=b><strong>鞭牛士</strong></a>\n\n\n</h4>\n\n</header>\n<article>\n<div>\n<p>据teslarati报道，特斯拉有监督完全自动驾驶系统（FSD）在2026年《MotorTrend》最佳科技奖评选中，被评为市场上最佳的驾驶辅助技术。这一评选结果，标志着该杂志的态度较往年出现显著转变。评委指出，特斯拉最新版FSD软件在真实路况中实现了大幅优化，性能全面领先于其他所有同级高级驾驶辅助系统（ADAS），且优势十分明显。《MotorTrend》杂志在对FSD最新v14版本完成全面测试后...</p>\n\n<a href=\"http://gu.qq.com/resources/shy/news/detail-v2/index.html#/?id=nesSN20260112100108a70f80ef&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":{"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","IE00BK4W5L77.USD":"HSBC GLOBAL FUNDS ICAV US EQUITY INDEX \"HC\" (USD) ACC","LU1066051811.HKD":"HSBC GIF GLOBAL EQUITY VOLATILITY FOCUSED \"AM2\" (HKD) INC","BK4099":"汽车制造商","LU2462157665.USD":"ALLIANZ GLOBAL INCOME \"A\" (USD) INC","IE00BK4W5M84.HKD":"HSBC GLOBAL FUNDS ICAV US EQUITY INDEX \"HC\" (HKD) ACC","BK4585":"ETF&股票定投概念","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","BK4555":"新能源车","LU1852331112.SGD":"Blackrock 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INC","BK4548":"巴美列捷福持仓"},"source_url":"http://gu.qq.com/resources/shy/news/detail-v2/index.html#/?id=nesSN20260112100108a70f80ef&s=b","is_english":false,"share_image_url":"https://static.laohu8.com/9a95c1376e76363c1401fee7d3717173","article_id":"2602564643","content_text":"据teslarati报道，特斯拉有监督完全自动驾驶系统（FSD）在2026年《MotorTrend》最佳科技奖评选中，被评为市场上最佳的驾驶辅助技术。这一评选结果，标志着该杂志的态度较往年出现显著转变。评委指出，特斯拉最新版FSD软件在真实路况中实现了大幅优化，性能全面领先于其他所有同级高级驾驶辅助系统（ADAS），且优势十分明显。《MotorTrend》杂志在对FSD最新v14版本完成全面测试后，授予其2026年度最佳驾驶辅助科技称号。该杂志坦言，此前曾批评早期版本的FSD存在操作不稳定、险象环生等问题，在过往评测中更青睐通用汽车的超级巡航（Super Cruise）等竞品系统。据《MotorTrend》评测，FSD v14版本攻克了此前的诸多短板。测试人员表示，该系统在无保护左转、环岛通行、避让应急车辆、穿行高密度城市街道等复杂城市场景中，操作流畅度大幅提升。尽管系统仍需驾驶员全程监控，但评委一致认为，就功能覆盖广度而言，目前尚无其他高级驾驶辅助系统能与之匹敌。不同于其他依赖“摄像头+雷达+激光雷达+高精地图”组合方案、且仅适用于高速路段的竞品系统，特斯拉FSD采用纯视觉方案，可适配城市道路、乡村公路、高速公路等几乎所有路况。《MotorTrend》指出，正是这种极强的实用性、以及应对全路况的能力，让FSD脱颖而出，远超福特蓝智驾（BlueCruise）、通用超级巡航、宝马高速公路辅助系统等一众竞品。（电车界编译）（转载自：电车界）更多电动车资讯请点击：http://www.evjee.cn/","news_type":1,"symbols_score_info":{"TSLA":1.96,"TSYW.SI":0.6}},"isVote":1,"tweetType":1,"viewCount":375,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"CN","totalScore":0},{"id":500970224386936,"gmtCreate":1763348289564,"gmtModify":1763348557246,"author":{"id":"4090987034102320","authorId":"4090987034102320","name":"郑到","avatar":"https://static.tigerbbs.com/47c6eeff6b39ee1389346acc6fb3f079","crmLevel":6,"crmLevelSwitch":0,"followedFlag":false,"authorIdStr":"4090987034102320","idStr":"4090987034102320"},"themes":[],"title":"","htmlText":"<a href=\"https://laohu8.com/S/TSLA\">$Tesla Motors(TSLA)$&nbsp;</a> 还想加仓[Grin]&nbsp;&nbsp;","listText":"<a href=\"https://laohu8.com/S/TSLA\">$Tesla Motors(TSLA)$&nbsp;</a> 还想加仓[Grin]&nbsp;&nbsp;","text":"$Tesla Motors(TSLA)$ 还想加仓[Grin]","images":[{"img":"https://static.tigerbbs.com/c1f7652e9b9a06b4fb9bb8b3d431baec","width":"618","height":"1066"}],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":2,"commentSize":0,"repostSize":0,"link":"https://laohu8.com/post/500970224386936","isVote":1,"tweetType":1,"viewCount":1011,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":1,"langContent":"CN","totalScore":0},{"id":516348067443808,"gmtCreate":1767085072392,"gmtModify":1767085075243,"author":{"id":"4090987034102320","authorId":"4090987034102320","name":"郑到","avatar":"https://static.tigerbbs.com/47c6eeff6b39ee1389346acc6fb3f079","crmLevel":6,"crmLevelSwitch":0,"followedFlag":false,"authorIdStr":"4090987034102320","idStr":"4090987034102320"},"themes":[],"title":"","htmlText":"大涨在即，还犹豫什么呢？！冲冲冲冲冲冲","listText":"大涨在即，还犹豫什么呢？！冲冲冲冲冲冲","text":"大涨在即，还犹豫什么呢？！冲冲冲冲冲冲","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":1,"commentSize":0,"repostSize":0,"link":"https://laohu8.com/post/516348067443808","repostId":"1117316471","repostType":2,"repost":{"id":"1117316471","kind":"news","weMediaInfo":{"introduction":"重大公告快速掌握","home_visible":1,"media_name":"老虎公告助手","id":"1094185691","head_image":"https://static.tigerbbs.com/f241068b466f5f9316243a75366834d5"},"pubTimestamp":1767050415,"share":"https://www.laohu8.com/m/news/1117316471?lang=zh_CN&edition=full","pubTime":"2025-12-30 07:20","market":"us","language":"zh","title":"Form 4 | Beyond Meat 董事 Unprocessed Foods, LLC 增持 9,558,635 股权证","url":"https://stock-news.laohu8.com/highlight/detail?id=1117316471","media":"老虎公告助手","summary":"Beyond Meat 董事 Unprocessed Foods, LLC 在2025年12月22日进行了多次交易，涉及权证的取得和取消，总共增持了 9,558,635 股权证。其中包括分别交易 3,823,454 和 5,735,181 股权证。这种大额增持可能表明董事看好公司未来发展，或有利好消息。","content":"Beyond Meat 董事 Unprocessed Foods, LLC 在2025年12月22日进行了多次交易，涉及权证的取得和取消，总共增持了 9,558,635 股权证。其中包括分别交易 3,823,454 和 5,735,181 股权证。这种大额增持可能表明董事看好公司未来发展，或有利好消息。","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>Form 4 | Beyond Meat 董事 Unprocessed Foods, LLC 增持 9,558,635 股权证</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\">\nForm 4 | Beyond Meat 董事 Unprocessed Foods, LLC 增持 9,558,635 股权证\n</h2>\n\n<h4 class=\"meta\">\n\n\n<a class=\"head\" href=\"https://laohu8.com/wemedia/1094185691\">\n\n\n<div class=\"h-thumb\" style=\"background-image:url(https://static.tigerbbs.com/f241068b466f5f9316243a75366834d5);background-size:cover;\"></div>\n\n<div class=\"h-content\">\n<p class=\"h-name\">老虎公告助手 </p>\n<p class=\"h-time\">2025-12-30 07:20</p>\n</div>\n\n</a>\n\n\n</h4>\n\n</header>\n<article>\nBeyond Meat 董事 Unprocessed Foods, LLC 在2025年12月22日进行了多次交易，涉及权证的取得和取消，总共增持了 9,558,635 股权证。其中包括分别交易 3,823,454 和 5,735,181 股权证。这种大额增持可能表明董事看好公司未来发展，或有利好消息。\n\n</article>\n</div>\n</body>\n</html>\n","type":0,"thumbnail":"","relate_stocks":{"BYND":"Beyond Meat, Inc."},"source_url":"","is_english":false,"share_image_url":"https://static.laohu8.com/e9f99090a1c2ed51c021029395664489","article_id":"1117316471","content_text":"Beyond Meat 董事 Unprocessed Foods, LLC 在2025年12月22日进行了多次交易，涉及权证的取得和取消，总共增持了 9,558,635 股权证。其中包括分别交易 3,823,454 和 5,735,181 股权证。这种大额增持可能表明董事看好公司未来发展，或有利好消息。","news_type":1,"symbols_score_info":{"BYND":1}},"isVote":1,"tweetType":1,"viewCount":419,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"CN","totalScore":0},{"id":506626646688064,"gmtCreate":1764670521183,"gmtModify":1764670523564,"author":{"id":"4090987034102320","authorId":"4090987034102320","name":"郑到","avatar":"https://static.tigerbbs.com/47c6eeff6b39ee1389346acc6fb3f079","crmLevel":6,"crmLevelSwitch":0,"followedFlag":false,"authorIdStr":"4090987034102320","idStr":"4090987034102320"},"themes":[],"title":"","htmlText":"因为给后续的上涨留足足够的空间啊哈哈哈","listText":"因为给后续的上涨留足足够的空间啊哈哈哈","text":"因为给后续的上涨留足足够的空间啊哈哈哈","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":1,"commentSize":0,"repostSize":0,"link":"https://laohu8.com/post/506626646688064","repostId":"506625798258952","repostType":1,"repost":{"id":506625798258952,"gmtCreate":1764664327410,"gmtModify":1764664637826,"author":{"id":"3478213283465426","authorId":"3478213283465426","name":"美股投资网","avatar":"https://static.tigerbbs.com/a1bfd2cf1aa240d7058795c83d419510","crmLevel":1,"crmLevelSwitch":0,"followedFlag":false,"authorIdStr":"3478213283465426","idStr":"3478213283465426"},"themes":[],"title":"人造肉Beyond Meat 为什么股价暴跌99%","htmlText":"美国人造肉Beyond Meat&nbsp;股价从236美元持续暴跌到1美元的原因是业务会大幅下滑， 1. 初期热潮退去后，需求迅速下降 2018–2020 年，Beyond Meat 依靠媒体热度、ESG 投资、植物肉潮流等快速增长。但 2021–2023 年需求明显下滑，因为： 口感无法留住消费者 被认为太“加工” 复购率很低 整个植物肉品类的消费兴趣下滑 结果：销量见顶 → 下滑 → 零售动销恶化。 2. 与真肉相比，价格太贵 2022–2024 年： 真肉价格下降 Beyond 仍然昂贵 通胀环境让消费者更敏感 消费者的直觉就是：“真肉更便宜、味道更好，为什么要买更贵的植物肉？” 美股投资网分析，这大幅削弱主流需求。 3. 竞争加剧、品类被快速“商品化” 大量玩家进入植物肉： Impossible Foods Tyson Kellogg’s 超市自有品牌（更便宜） 自有品牌价格低 50–60%，挤压了 Beyond 的货架与市场份额。 4. 健康认知从正面转为负面 消费者开始认为植物肉： 过度加工 钠含量高 添加剂多 未必比真肉更健康 这一转变直接拖累整个行业。 5. 连锁餐饮合作失败 Beyond 早期合作对象包括： 麦当劳（McPlant） Dunkin’ Subway 部分 KFC 由于销量不佳，大部分合作被缩减或终止。尤其 McPlant 测试失败，是重大打击。 6. 成本结构太高，规模化失败 Beyond 始终面临： 制造成本高 原料贵 营销费用高 固定成本重 销量下降 → 单位成本上升 → 毛利率崩塌 → 持续亏损。 7. 管理层战略与执行失误 常见批评包括： 扩张过快 产品线过多 进入小众品类（如肉干） 对成本控制不力 过度乐观的市场预测 创新速度落后 Impossible Foods CEO Ethan Brown 被认为没有及时调整策略。 8. 整","listText":"美国人造肉Beyond Meat&nbsp;股价从236美元持续暴跌到1美元的原因是业务会大幅下滑， 1. 初期热潮退去后，需求迅速下降 2018–2020 年，Beyond Meat 依靠媒体热度、ESG 投资、植物肉潮流等快速增长。但 2021–2023 年需求明显下滑，因为： 口感无法留住消费者 被认为太“加工” 复购率很低 整个植物肉品类的消费兴趣下滑 结果：销量见顶 → 下滑 → 零售动销恶化。 2. 与真肉相比，价格太贵 2022–2024 年： 真肉价格下降 Beyond 仍然昂贵 通胀环境让消费者更敏感 消费者的直觉就是：“真肉更便宜、味道更好，为什么要买更贵的植物肉？” 美股投资网分析，这大幅削弱主流需求。 3. 竞争加剧、品类被快速“商品化” 大量玩家进入植物肉： Impossible Foods Tyson Kellogg’s 超市自有品牌（更便宜） 自有品牌价格低 50–60%，挤压了 Beyond 的货架与市场份额。 4. 健康认知从正面转为负面 消费者开始认为植物肉： 过度加工 钠含量高 添加剂多 未必比真肉更健康 这一转变直接拖累整个行业。 5. 连锁餐饮合作失败 Beyond 早期合作对象包括： 麦当劳（McPlant） Dunkin’ Subway 部分 KFC 由于销量不佳，大部分合作被缩减或终止。尤其 McPlant 测试失败，是重大打击。 6. 成本结构太高，规模化失败 Beyond 始终面临： 制造成本高 原料贵 营销费用高 固定成本重 销量下降 → 单位成本上升 → 毛利率崩塌 → 持续亏损。 7. 管理层战略与执行失误 常见批评包括： 扩张过快 产品线过多 进入小众品类（如肉干） 对成本控制不力 过度乐观的市场预测 创新速度落后 Impossible Foods CEO Ethan Brown 被认为没有及时调整策略。 8. 整","text":"美国人造肉Beyond Meat 股价从236美元持续暴跌到1美元的原因是业务会大幅下滑， 1. 初期热潮退去后，需求迅速下降 2018–2020 年，Beyond Meat 依靠媒体热度、ESG 投资、植物肉潮流等快速增长。但 2021–2023 年需求明显下滑，因为： 口感无法留住消费者 被认为太“加工” 复购率很低 整个植物肉品类的消费兴趣下滑 结果：销量见顶 → 下滑 → 零售动销恶化。 2. 与真肉相比，价格太贵 2022–2024 年： 真肉价格下降 Beyond 仍然昂贵 通胀环境让消费者更敏感 消费者的直觉就是：“真肉更便宜、味道更好，为什么要买更贵的植物肉？” 美股投资网分析，这大幅削弱主流需求。 3. 竞争加剧、品类被快速“商品化” 大量玩家进入植物肉： Impossible Foods Tyson Kellogg’s 超市自有品牌（更便宜） 自有品牌价格低 50–60%，挤压了 Beyond 的货架与市场份额。 4. 健康认知从正面转为负面 消费者开始认为植物肉： 过度加工 钠含量高 添加剂多 未必比真肉更健康 这一转变直接拖累整个行业。 5. 连锁餐饮合作失败 Beyond 早期合作对象包括： 麦当劳（McPlant） Dunkin’ Subway 部分 KFC 由于销量不佳，大部分合作被缩减或终止。尤其 McPlant 测试失败，是重大打击。 6. 成本结构太高，规模化失败 Beyond 始终面临： 制造成本高 原料贵 营销费用高 固定成本重 销量下降 → 单位成本上升 → 毛利率崩塌 → 持续亏损。 7. 管理层战略与执行失误 常见批评包括： 扩张过快 产品线过多 进入小众品类（如肉干） 对成本控制不力 过度乐观的市场预测 创新速度落后 Impossible Foods CEO Ethan Brown 被认为没有及时调整策略。 8. 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href=\"https://laohu8.com/S/TSLA\">$特斯拉(TSLA)$&nbsp;</a> 马上就要起飞了，冲啊 冲冲冲","listText":"<a href=\"https://laohu8.com/S/TSLA\">$特斯拉(TSLA)$&nbsp;</a> 马上就要起飞了，冲啊 冲冲冲","text":"$特斯拉(TSLA)$ 马上就要起飞了，冲啊 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href=\"https://laohu8.com/S/002050\">三花智控</a>获得特斯拉机器人大额订单，特斯拉或将采购其线性关节产品，该部件作为Optimus人形机器人实现精准屈伸运动的“关键关节”，将直接用于特斯拉这款机器人的规模化量产计划。华金证券指出，随着特斯拉机器人逐步实现量产，机器人产业链上下游的相关公司有望迎来关注。日历效应来看，节后科技成长和部分核心资产可能相对占优，科技成长仍将是行情主线。</p><p>易方达国证机器人产业ETF联接基金（A：020972；C：020973）紧密跟踪国证机器人产业指数，该指数前十大成份股汇聚了机器人领域的领军企业，如<a href=\"https://laohu8.com/S/300124\">汇川技术</a>、<a href=\"https://laohu8.com/S/002230\">科大讯飞</a>、<a href=\"https://laohu8.com/S/688169\">石头科技</a>，这些公司分别在工业自动化、人工智能、智能家居、机器视觉等领域具有深厚技术积累和市场优势。该基金采用双类别设计（A类适合长期持有，C类适合短线交易），管理费仅0.5%，且支持10元起投。投资者可通过场外渠道便捷申购，无需担心个股波动风险，即可共享产业升级红利。</p><p>展望后市，<a href=\"https://laohu8.com/S/06066\">中信建投证券</a>指出，随着Optimus三代样机的发布以及量产节奏的积极指引，国产机器人产业链在订单<span>出货</span>和资本化运作方面均表现出色，在市场整体流动性保持宽松的背景下，机器人板块有望重新成为科技成长配置的主线。</p><p></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\" 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href=http://gu.qq.com/resources/shy/news/detail-v2/index.html#/?id=nesSN20251016155514a6bca168&s=b><strong>云掌财经</strong></a>\n\n\n</h4>\n\n</header>\n<article>\n<div>\n<p>近期，A股市场机器人概念再次爆发，板块单日涨幅2.52%。这一行情与特斯拉Optimus线性执行器6.85亿美元订单传闻密切相关，若消息属实，将标志着人形机器人从技术探索迈向商业化落地的关键一步。在此背景下，易方达国证机器人产业ETF联接基金（A：020972；C：020973）为投资者提供了一键布局产业链核心资产的低成本工具。在指数投资领域，易方达基金管理公司经验已超21年，且资产管理总规模处于...</p>\n\n<a href=\"http://gu.qq.com/resources/shy/news/detail-v2/index.html#/?id=nesSN20251016155514a6bca168&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","LU1548497426.USD":"安联环球人工智能AT Acc","LU1861559042.SGD":"日兴方舟颠覆性创新基金B SGD","BK4598":"佩洛西持仓","TSLA":"特斯拉","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","LU2471134952.CNY":"INVESCO GLOBAL EQUITY INCOME ADVANTAGE \"A\" (CNYHDG) INC","BK4604":"机器人概念","BK4581":"高盛持仓","IE00BK4W5M84.HKD":"HSBC GLOBAL FUNDS ICAV US EQUITY INDEX \"HC\" (HKD) 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ACC"},"source_url":"http://gu.qq.com/resources/shy/news/detail-v2/index.html#/?id=nesSN20251016155514a6bca168&s=b","is_english":false,"share_image_url":"https://static.laohu8.com/9a95c1376e76363c1401fee7d3717173","article_id":"2575718614","content_text":"近期，A股市场机器人概念再次爆发，板块单日涨幅2.52%。这一行情与特斯拉Optimus线性执行器6.85亿美元订单传闻密切相关，若消息属实，将标志着人形机器人从技术探索迈向商业化落地的关键一步。在此背景下，易方达国证机器人产业ETF联接基金（A：020972；C：020973）为投资者提供了一键布局产业链核心资产的低成本工具。在指数投资领域，易方达基金管理公司经验已超21年，且资产管理总规模处于行业前列，产品线齐全，后续将为产品运行保驾护航。（数据来源：Wind，截至于2025年10月15日）消息面上，上海市经信委日前印发的《上海市智能终端产业高质量发展行动方案（2026-2027年）》提出支持人形机器人产品研发和量产制造。该方案明确要强化机器人终端能力，打造“能听会道、有情商、有智商、有技能”的人形机器人产品，推进端侧芯片、灵巧手、电池等核心零部件加快产业化突破。与此同时，特斯拉机器人也传出新动向。据悉三花智控获得特斯拉机器人大额订单，特斯拉或将采购其线性关节产品，该部件作为Optimus人形机器人实现精准屈伸运动的“关键关节”，将直接用于特斯拉这款机器人的规模化量产计划。华金证券指出，随着特斯拉机器人逐步实现量产，机器人产业链上下游的相关公司有望迎来关注。日历效应来看，节后科技成长和部分核心资产可能相对占优，科技成长仍将是行情主线。易方达国证机器人产业ETF联接基金（A：020972；C：020973）紧密跟踪国证机器人产业指数，该指数前十大成份股汇聚了机器人领域的领军企业，如汇川技术、科大讯飞、石头科技，这些公司分别在工业自动化、人工智能、智能家居、机器视觉等领域具有深厚技术积累和市场优势。该基金采用双类别设计（A类适合长期持有，C类适合短线交易），管理费仅0.5%，且支持10元起投。投资者可通过场外渠道便捷申购，无需担心个股波动风险，即可共享产业升级红利。展望后市，中信建投证券指出，随着Optimus三代样机的发布以及量产节奏的积极指引，国产机器人产业链在订单出货和资本化运作方面均表现出色，在市场整体流动性保持宽松的背景下，机器人板块有望重新成为科技成长配置的主线。","news_type":1,"symbols_score_info":{"TSLL":1.5,"TSYW.SI":0.6,"TSLA":1.5}},"isVote":1,"tweetType":1,"viewCount":1126,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"CN","totalScore":0}],"lives":[]}